A股午評:三大指數齊漲,汽車、鋰電池、芯片股大漲
兩市主要指數上漲,滬指午間收漲0.29%報3082點,深成指漲0.73%,創業板指漲1.06%。兩市1400股上漲,3140股下跌,成交額4970億,北上資金淨買入31.89億。

板塊走勢分化,上海全市社會面清零,汽車整車、汽配、鋰電池概念大漲,長城汽車5日3板,贛鋒鋰業漲近8%、比亞迪漲5%、寧德時代漲約3%;芯片股強勁,韋爾股份盤中一度漲停;金融股多數上漲,稀土、消費電子、OLED等概念活躍。醫藥股普跌,新冠藥概念重挫,君實生物跌9%;裝配式建築、水利建設、地下管網等基建題材跌幅靠前。

半導體板塊大漲帶動芯片概念,韋爾股份盤中一度漲停,北方華創漲5.8%,士蘭微漲近5%,三安光電、兆易創新漲超4%。消息面上,台積電近日向客户預吿,明年初要再漲價。

汽車及汽配股大漲,長城汽車再度漲停,比亞迪漲5%。在今日舉行的上海市疫情防控新聞發佈會上,上海市衞生健康委副主任趙丹丹介紹,目前,上海全市16個區都已全面實現社會面清零。

稀土概念活躍,北方稀土漲3%。萬聯證券指,稀土的下游主要是汽車、風電和工業電機等行業,新能源產業鏈快速發展的大背景下,稀土需求將穩定增長。但同時,海外新增產能增長乏力,全球稀土供給或進入持續緊張格局,有機構預計2022年全球氧化鐠釹供需缺口為1.3萬噸。

東吳證券指,目前市場仍處於超跌反彈的進程中,由於海外市場的趨勢性下跌使得部分成功抄底的獲利資金選擇短期的止盈動作,市場整體風險偏好仍處於較低的位置。操作上看投資者仍可保持較低倉位,選擇超跌反彈中相對熱門的品種進行短線操作,等待市場調整結束後再逐步加大倉位。
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