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A股收評:滬指收復3400點,旅遊、酒店板塊領漲

指數早盤弱勢震盪,午後隨着入境隔離調整消息公佈,指數一路走高,滬指自3月7日以來首次站上3400點,錄得四連升。截止收盤,滬指漲0.89%報3409點,深成指漲1.23%,創業板指漲0.35%。兩市3600股上漲,約140股漲停,成交額連續四個交易日在萬億上方。

盤面上,題材概念整體表現活躍,旅遊、酒店餐飲、航空等經濟復甦主題股聞訊大漲,西安旅遊、西安飲食等股漲停;芯片、5G、消費電子、虛擬現實等科技題材午後大幅走高,聞泰科技等多股漲停,韋爾股份漲5%;汽車方向個股表現強勁,汽車整車股大漲,長安汽車漲停再創新高,汽配股現漲停潮,松芝股份8連板,浙江世寶12日11板;軍工、有機硅、元宇宙等概念大漲靠前。

具體來看:

旅遊股再爆發,西域旅遊、眾信旅遊、九華旅遊漲停,西藏旅遊、天目湖漲超8%,雲南旅遊、嶺南控股、宋城演藝漲超7%。

攜程數據顯示,近一週暑期跨省跟團遊預訂量周環比增長291%;暑期跨省酒店預訂周環比增長151%;攜程“機+酒”訂單量自6月以來飛速提升,6月日均訂單量已趕超去年同期。

酒店及餐飲板塊全線飄紅,君亭酒店漲超13%,西安飲食、西安旅遊漲停,金陵飯店漲6.73%,首旅酒店漲5.15%,全聚德、錦江酒店跟漲。

汽車芯片概念股上漲,全志科技漲超13%,希荻微漲超12%,國芯科技漲超11%,晶方科技、聞泰科技漲停,士蘭微漲8.19%,必創科技、北京君正漲超7%,上海貝嶺、雅創電子跟漲。

工業和信息化部電子信息司副司長楊旭東表示,應加大政策支持力度,推動提升汽車芯片供給能力。電子信息製造業和汽車製造業作為我國經濟發展的兩大重要支柱產業,發展迅速,供應鏈的輻射帶動作用大,其中的支點就是汽車芯片。

汽車整車股掀漲停潮,東風汽車、長安汽車、海馬汽車等漲停,江淮汽車漲超7%,小康股份漲6.65%,金龍汽車、一汽解放、福田汽車、宇通客車漲超5%。

機場航運板塊表現活躍,上海機場漲8.53%,中國國航、吉祥航空漲超6%,白雲機場、華夏航空漲超5%,深圳機場、中國東航、南方航空紛紛上漲。

工業母機板塊普漲,昊志機電20cm漲停,禾川科技漲超17%,維宏股份、寶馨科技漲停,明志科技、華中數控漲超8%。

軍工板塊震盪走強,航亞科技漲超11%,烽火電子、天箭科技、煉石航空漲停,晨曦航空漲5.02%,中航西飛漲4.93%。

中信建投研報表示,當前軍工板塊正處於局部景氣向全面景氣擴散的關鍵節點,中下游公司業績加速拐點有望到來,目前板塊估值水平與21年最低點估值相當,具備更高的投資性價比。

豬肉板塊跌幅居前,新五豐、傲農生物跌超7%,唐人神、巨星農牧跌超6%,天邦食品、華統股份跌超3%,新希望跌1.41%。

培育鑽石板塊表現低迷,力量鑽石跌6.49%,四方達、國機精工跌超3%,中兵紅箭跌2.56%,黃河旋風跌2.18%。

今日,北上資金淨流入80.37億元,其中滬股通淨流入31.80億元,深股通淨流入48.57億元。

展望後市,興證策略認為,過去三年A股經歷一輪完整牛熊週期。年初以來的大跌後,市場已經處於中長期底部區域。然而仍有部分投資者基於本輪下跌無論是從時間上還是跌幅上都不及過去幾輪,從而擔憂調整並未到位。但牛短熊長的A股已被機構化的力量改變。站在當前時點,市場理應吿別熊市思維,為長期佈局。資金面上,隨着風險偏好逐步修復,基金髮行已出現回暖跡象,外資持續流入,絕對收益機構也有望提升倉位。存量博弈的格局將逐漸被打破,市場尤其是機構重倉的科技科創也將迎來增量資金支持。

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