A股午評:科創50指數漲逾2%,科技股大漲,基建股再現漲停潮
兩市低開高走,滬指午間收漲0.17%報3009點,深成指漲0.39%,創業板指漲1.4%,科創50指數漲2.46%。兩市2710股上漲,1757股下跌,成交額5300億,北上資金淨賣出80.38億。

盤面上,行業板塊多數上漲,以半導體為首的科技股表現突出,北方華創一度觸及漲停;基建股再現漲停潮,建藝集團連續七個交易日漲停,宏潤建設錄得五連板;綠色電力、風電、光伏等新能源題材表現強勁,陽光電源、中環股份漲約5%;數字貨幣、新能源車、工業母機等概念活躍。煤炭、石油板塊大幅領跌,中國神華跌近5%;地產、商業連鎖、農業板塊跌幅靠前。

基建股再度批量漲停,建藝集團連續七個交易日漲停。消息面上,近日中共中央辦公廳、國務院辦公廳印發了《關於推進以縣城為重要載體的城鎮化建設的意見》。

風電、光伏股大漲,陽光電源漲近6%。中辦、國辦印發《關於推進以縣城為重要載體的城鎮化建設的意見》,提出引導非化石能源消費和分佈式能源發展,在有條件的地區推進屋頂分佈式光伏發電。

煤炭板塊大跌,中國神華跌近5%。國家發改委價格司召集重點煤炭和電力企業、行業協會、市場資訊機構和全國煤炭交易中心召開專題會議,研判煤炭價格形勢,研究加強煤炭價格調控監管工作。

光大證券指,技術面而言,指數黃白兩線分離較大,指數漲跌幅並不大,但個股的反彈明顯變強,兩市昨日超3000家個股上漲遠比指數表現要好。個股的普漲隱藏在指數低波動的背後,顯示的是當前市場內在的韌性。策略上看,在政策監管發生重要變化的背景下,電商板塊的超跌反彈表現出了明顯的持續性,主線熱點的特徵正在明確,後續調整回撤仍可以重點關注。沿着政策修復的角度去挖,還有基建鏈條下的園林工程、商業百貨等可以關注。
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