A股收評：創業板指漲逾2%，大金融板塊爆發，北向資金淨買入超130億
兩市單邊上漲，滬指在金融、科技股支撐下一舉突破60、120日線，全天收漲1.6%報3281.67點，深成指、創業板指均漲超2%。兩市風險偏好明顯上升，逾3600股上漲，1000餘股下跌，成交量放大，成交額突破萬億，北上資金淨買入130億。
盤面上，題材概念整體表現活躍，券商、保險股集體大漲，光大證券等多股漲停，東方財富漲7.8%；科技題材股強勁，消費電子概念股現漲停潮，元宇宙、虛擬現實、汽車芯片等相關概念大漲靠前；昨日領跌的消費股全面回升，醫療、醫藥股全天強勢，智飛生物漲逾6%；船舶、倉儲物流、工程機械等板塊漲幅靠前。減速器、貴金屬、工業母機等板塊跌幅較大。
具體來看：
券商股全線爆發，南京證券、哈投證券、國元證券等多股漲停，浙商證券、中信建投漲超8%，東方財富漲7.83%，興業證券、紅塔證券、長城證券漲超6%。
東吳證券指出，券商進入配置重要時間窗口。1）寬信用穩增長，預期流動性保持相對充裕；2）資本市場改革政策利好頻出，科創板做市制度、IPO和再融資常態化、個人養老金及全面註冊制漸次落地有望帶來存量業務制度紅利；3）市場風險偏好及交易情緒明顯改善，股基交易額及股基新發環比提升；4）截至2022年8月5日，板塊估值為1.25倍，逼近二十年的底部（2002-2022年曆史分位數2.70%）。
保險股全線飄紅，天茂集團漲停，中國人壽漲逾5%，新華保險漲超4%，中國太保、中國人保、中國平安等紛紛拉昇。
消費電子概念股現漲停潮，光弘科技大漲近20%，領益智造、漫步者、福蓉科技、歌爾股份、立訊精密等漲停。
據悉，蘋果發佈會日期將會被定在9月13日，而按照蘋果的慣例，這次發佈會之後的iPhone 14系列將會在9月23日上市。更有消息稱iPhone 14/Pro系列新機備貨擴大至9500萬部，較原預期增加約5%。
醫藥板塊上攻，泰格醫藥漲超8%，華海藥業、昭衍新藥漲超7%，美迪西、智飛生物漲超6%，藥石科技、康龍化成漲超5%，凱萊英、君實生物等紛紛上漲。
光大證券表示，創新藥產業鏈行情回暖，把握優質資產佈局良機。創新藥板塊經過長時間回調，很多優質資產進入高性價比的估值底部區間，近期行情回暖，迎來佈局良機。
貴金屬跌幅居前，赤峯黃金跌超5%，銀泰黃金跌4.36%，西部黃金跌3.32%，山東黃金、湖南黃金等下跌。
今日，北上資金淨買入132.95億元，其中滬股通淨買入62.13億元，深股通淨買入70.82億元。
展望後市，國盛證券指出，7月初以來，市場進入典型的調整週期，滬指以45度角的斜率震盪下行，形成一個小通道。週三滬指試圖上衝20日、60日均線交集處壓力未果，後期再給予1~2日觀察，如若市場順利突破7月5日形成的小下行通道上軌位置，則易開啟新一輪反彈週期。而若上衝受阻，則重回下行通道。將變未變之時，以把握結構性機會為主。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
