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A股收評:滬指跌2.41%失守3100點,科技、醫藥股集體“殺跌”

5月24日,兩市單邊下跌,滬指跌破3100點,科創50指數再度跌至基點下方。截止收盤,滬指跌2.41%報3070.93點,深成指跌3.34%報11065.92點,創業板指跌3.82%報2318.07點。兩市280股上漲,4378股下跌,成交量放大,成交額9900億。

盤面上,題材概念乏善可陳,科技、醫藥、基建股成殺跌主力,新冠藥、數字貨幣、東數西算等題材重挫,君實生物跌停,藥明康德、恆瑞醫藥跌約5%。早盤表現強勁的汽車、煤炭股午後持續回落,但仍有中通客車漲停,錄得八連板。

具體來看

互聯網電商板塊跌幅居前,凱淳股份、聯絡互動、青木股份跌超9%,天澤信息、若羽臣、星徽股份跌超7%,南極電商、壹網壹創等紛紛下跌。

若羽臣昨日晚間公佈,公司股東晨暉盛景、晨暉朗姿、晏小平計劃以集中競價和/或大宗交易方式合計減持公司股份不超過486.7992萬股(約佔公司總股本比例4%)。

新冠藥物板塊受挫,君實生物20cm跌停,科興製藥、海辰藥業、海正藥業10cm跌停,賽倫生物、眾生藥業、泰恩康、誠達藥業跌超9%。

數字貨幣板塊震盪走低,C中科江跌停,雄帝科技跌9.57%,神思電子、先進數通、天喻信息、恆寶股份等跌超8%,旗天科技、新國都、高偉達等跟跌。

東數西算概念股普跌,美利雲、首都在線跌停,立昂技術、直真科技跌超9%,亞康股份、初靈信息、匯納科技跌超8%。

教育股走低,三盛教育跌8.61%,博瑞傳播、創業黑馬跌超7%,昂立教育、傳智教育跌超6%,豆神教育、學大教育、國新文化紛紛下跌。

消息面上,為深入貫徹落實中央“雙減”工作部署,教育部繼續組織專門力量,對線上培訓機構、有關網絡平台遵守“雙減”要求情況開展常態化全面線上巡查監管,堅決整治線上培訓違規問題。

汽車股衝高回落,但仍有海馬汽車、中通客車漲停,東風汽車漲7.29%,廣汽集團、長安汽車漲超2%。

消息面上,國常會提出階段性減徵部分乘用車購置税600億元及其他多項利好汽車行業恢復和發展的政策。

北向資金方面,北上資金淨流出66.09億元,其中滬股通淨流出35.17億元,深股通淨流出30.92億元。

展望後市,信達證券認為,戰略上2022年A股可能是V型大震盪,上半年類似2018年,下半年類似2019年,戰術上,當下是類似2018年Q4的底部區域,大部分風險已經釋放,只是還有幾個小的尾部風險:二季度經濟和中報差、美國經濟衰退風險。上週的LPR利率下調是很重要的變化,有利於驅動國內利率再下台階,是下半年市場能夠反轉的很重要基礎力量,未來1個季度,重點觀察國內利率是否會下台階,一旦下台階,則反彈大概率會轉變為反轉。

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