A股收評:滬指跌0.26%險守3300點,元宇宙、機器人概念逆市大漲
兩市主要指數下跌,滬指早盤窄幅震盪,午後跌逾1%後回升,收跌0.26%報3306.72點,深成指、創業板指分別跌0.51%、0.63%。兩市風險偏好明顯下降,1685股上漲,2840股下跌,成交額連續8天在萬億上方,北上資金淨賣出10.62億。

盤面上,行業板塊多數下跌,礦物製品、有色、航空航天板塊大跌,北方稀土跌8%;軍工、鋰電池等概念跌幅靠前。智能製造相關板塊走強,機器人概念股掀漲停潮。元宇宙概念股活躍,寶鷹股份等漲停。保險板塊逆勢大漲,中國人壽漲4%;元宇宙、數字貨幣、網絡遊戲、家居股活躍,歐派家居漲4%。
具體來看:
教育股受挫,豆神教育跌超15%,昂立教育、科德教育跌超9%,傳智教育、中公教育跌超5%。

稀土永磁板塊震盪走低,橫店東磁領跌,北方稀土跌8.26%,盛和資源跌7.95%,大地熊跌6.7%,五礦稀土、廈門鎢業跌超4%。

軍工板塊普跌,鋼研高納跌6.59%,航發控制、洪都航空、亞星錨鏈跌超4%,航亞科技、天奧電子、中天火箭跌超3%。

機器人概念股上演漲停潮,邁赫股份20cm漲停,機器人、藍英裝備、佰奧智能漲超16%,巨輪智能、銀河電子等十餘股漲停。

消息面上,馬斯克將推出Optimus(“擎天柱”)原型機,並且暗示這次的特斯拉AI日將是令人震撼的。
元宇宙概念股普漲,寶鷹股份漲停,佳禾智能、中文在線漲超6%,中青寶、絲路視覺、創維數字漲超5%。

騰訊週一向員工宣佈,公司正式成立"擴展現實"(XR)部門,押注"元宇宙"。
數字貨幣板塊表現活躍,神思電子領漲,四方精創漲7.86%,證通電子漲5.14%,雄帝科技漲4.88%,先進數通、飛天誠信、古鰲科技等紛紛上漲。

網絡遊戲板塊漲幅居前,遊族網絡漲停,初靈信息、浙數文化漲超6%,奧飛娛樂漲4.41%,凱撒文化、祥源文化紛紛上漲。

地產股集體走強,信達地產漲停,深深房A漲5.29%,中交地產、濱江集團、天房發展漲超4%,渝開發、榮安地產、嘉凱城跟漲。

多家機構數據顯示,6月前半個月樓市銷售出現回暖。中達證券研報數據顯示,6月初至17日,其覆蓋的42個主要城市新房成交面積環比增長49%,其中一、二、三線城市環比分別增長122%、44%、31%。
保險股表現活躍,天茂集團漲停,中國人壽漲4.22%,中國人保漲3.17%,中國太保、中國平安、新華保險漲超1%。

北向資金方面,北上資金淨賣出10.62億元,為連續第二日淨賣出;其中滬股通淨買入9.24億元,深股通淨賣出19.85億元。

展望後市,中信證券研報認為,隨着國內疫情有效防控,政策合力支撐經濟快速修復,外部風險壓力緩解,A股慢牛重現,年內行情可分為情緒平復、估值修復、估值切換三個階段,當前市場正處於第二階段。第一階段為5月的情緒平復期,行情由市場風險偏好從底部快速修復驅動,體現為超跌反彈,復工復產主線領漲。第二階段為6月至8月的估值修復期,行情由穩增長政策集中起效,政策合力推升基本面預期快速修復驅動,節奏上受中報業績分化和科創板解禁高峯影響,結構上成長製造、消費、醫藥輪動重估。第三階段為9月至四季度的估值切換期,隨着盈利快速恢復和外部壓力緩解,行情步入平穩期,市場估值切換的過程中,穩增長業績兑現和“專精特新”逐漸佔優。
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