A股午评：创业板指涨1.6%，新能源赛道股大涨，宁德时代涨超5%
三大指数齐涨，沪指表现相对较弱，盘中一度跌0.6%，午间收盘最终涨0.4%报2986点，深成指涨0.88%，创业板指在宁德时代等权重带动下涨1.6%。两市3237股上涨，1555股下跌，成交额3600亿，北上资金净买入4.94亿。
盘面上，行业板块多数上涨，受三季度业绩预吿消息刺激，新能源赛道股全线反弹，亿纬锂能涨6%，阳光电源、宁德时代涨5%；电力板块大涨，中国核电涨7%；汽车方向个股普遍上涨，券商板块午前直线拉升，西南证券涨停。地产、半导体、家居等板块跌幅靠前，北方华创再度跌停。
锂电池概念股大涨，宁德时代涨5%。消息面上，天赐材料、宁德时代、亿纬锂能等股昨晚发布三季报预吿，其中，宁德时代第三季度净利预计88亿元-98亿元，同比增169.33%-199.94%。此外，上海钢联10月10日发布的数据显示，电池级碳酸锂现货均价上涨0.25万元/吨至52万元/吨，现货最高价已经达到53万元/吨。与此同时，工业级碳酸锂、氢氧化锂等均有所上涨。
券商板块午前快速拉升，西南证券涨停。中金研报指，预计上市券商Q3盈利同比-20%/环比-17%，当前券商板块具备左侧布局价值，宏观政策宽松、改革深化、市场风险偏好改善等有望构成后续弹性催化，建议关注具备领先体制机制的头部券商（关注中信/华泰等）及细分领域差异化突出的公司（关注指南针/广发/国联等）。
半导体板块继续下跌，龙头北方华创再度跌停。消息面上，美国商务部工业和安全局(BIS)以所谓的维护国家安全为由，把针对中国芯片产业的无理打压再度升级，具体涉及9条新规定。北方华创亦发布公吿称，子公司磁电科技被美列入“未经核实清单”。
中原证券指，未来股指总体预计将维持震荡格局，同时仍需密切关注政策面、资金面以及外部因素的变化情况。我们建议投资者保持六成仓位，短线关注采掘、房地产以及航天军工等行业的投资机会。
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.
