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A股午評:三大指數齊跌,汽車股繼續走強,兩市超3100股上漲
格隆匯 05-18 11:51

兩市主要指數下跌,滬指在3100點下方弱勢震盪,午間收跌0.37%報3082點,深成指跌0.16%,創業板指跌0.11%。兩市3188股上漲,1353股下跌,成交額4680億,北上資金淨賣出36.1億。

行業板塊多數上漲,教育股逆勢大漲,中公教育等多股漲停;汽車整車及汽配股繼續走強,中通客車錄得四連板;國務院副總理劉鶴指支持平台經濟、支持數字企業在國內外資本市場上市,數字經濟概念表現強勁,智慧政務、東數西算、數字貨幣等概念表現活躍。煤炭、地產、釀酒、運輸服務等板塊跌幅靠前。

數字經濟概念表現強勁,國脈科技漲停。國務院副總理劉鶴指出,支持平台經濟、民營經濟持續健康發展,處理好政府和市場關係,支持數字企業在國內外資本市場上市。

汽車及相關產業鏈股繼續走強,長城汽車漲6%。有媒體稱汽車下鄉政策有望於6月初出台,鼓勵車型為15萬元以內的汽車(含燃油車及新能源汽車),每輛車補貼範圍或在3000元-5000元。業內專家預計,汽車下鄉將促進燃油車20萬-30萬輛銷量,促進新能源汽車30萬-50萬輛銷量。

教育股大漲,中公教育漲停。消息面上,中公教育日前上線了“中公優職”泛職業提升平台。 據中公教育官網介紹,該平台致力於“互聯網+”“智能+”培訓新形態,為就業人羣提供職場素養、副業兼職、新職業技能、專業技術、興趣愛好等五大類職業技能培訓服務。中公教育方面表示,從拓展IT、智能製造、醫療、建築等硬技能培訓起步到上線“中公優職”泛職業技能提升平台,意味着公司在推進職業技能提升領域的規模化進程上又進了一程。

東吳證券認為,目前市場再次來到3100點整數關口附近,由於近階段國內外不確定性因素依然較多,且暫時未能出現明顯的拐點性事件,近期或將圍繞3100點左右進行一定的多空拉鋸,操作上看投資者可選擇低倉位進行熱點板塊的短線操作,等待市場有效企穩後再擇機加大倉位。

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