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A股午評:創業板指漲1.6%,新能源賽道股大漲,寧德時代漲超5%

三大指數齊漲,滬指表現相對較弱,盤中一度跌0.6%,午間收盤最終漲0.4%報2986點,深成指漲0.88%,創業板指在寧德時代等權重帶動下漲1.6%。兩市3237股上漲,1555股下跌,成交額3600億,北上資金淨買入4.94億。

盤面上,行業板塊多數上漲,受三季度業績預吿消息刺激,新能源賽道股全線反彈,億緯鋰能漲6%,陽光電源、寧德時代漲5%;電力板塊大漲,中國核電漲7%;汽車方向個股普遍上漲,券商板塊午前直線拉昇,西南證券漲停。地產、半導體、家居等板塊跌幅靠前,北方華創再度跌停。

鋰電池概念股大漲,寧德時代漲5%。消息面上,天賜材料、寧德時代、億緯鋰能等股昨晚發佈三季報預吿,其中,寧德時代第三季度淨利預計88億元-98億元,同比增169.33%-199.94%。此外,上海鋼聯10月10日發佈的數據顯示,電池級碳酸鋰現貨均價上漲0.25萬元/噸至52萬元/噸,現貨最高價已經達到53萬元/噸。與此同時,工業級碳酸鋰、氫氧化鋰等均有所上漲。

券商板塊午前快速拉昇,西南證券漲停。中金研報指,預計上市券商Q3盈利同比-20%/環比-17%,當前券商板塊具備左側佈局價值,宏觀政策寬鬆、改革深化、市場風險偏好改善等有望構成後續彈性催化,建議關注具備領先體制機制的頭部券商(關注中信/華泰等)及細分領域差異化突出的公司(關注指南針/廣發/國聯等)。

半導體板塊繼續下跌,龍頭北方華創再度跌停。消息面上,美國商務部工業和安全局(BIS)以所謂的維護國家安全為由,把針對中國芯片產業的無理打壓再度升級,具體涉及9條新規定。北方華創亦發佈公吿稱,子公司磁電科技被美列入“未經核實清單”。

中原證券指,未來股指總體預計將維持震盪格局,同時仍需密切關注政策面、資金面以及外部因素的變化情況。我們建議投資者保持六成倉位,短線關注採掘、房地產以及航天軍工等行業的投資機會。

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