A股午評:創業板指跌1.8%,供銷社概念再度大爆發
格隆匯11月10日丨三大指數齊跌,滬指盤中在券商、白酒等板塊帶動下一度接近翻紅,午間最終收跌0.53%報3032點,深成指跌1.4%,創業板指跌1.8%。兩市2867股下跌,1895股上漲,成交額5160億,北上資金淨賣出21億。

盤面上,行業板塊走低分化,軍工、芯片、消費電子、鋰電池等概念跌幅靠前,歌爾股份連續兩天跌停,立訊精密跌超6%、北方華創跌5%、寧德時代再跌3%。供銷社概念熱度不減,天鵝股份9連板;旅遊股盤中多次發力,西安旅遊再度漲停;元宇宙、新冠藥、智慧政務、信創、肝炎等概念活躍,眾生藥業繼續漲停創新高。

供銷社概念再度大爆發,昨日漲停的天禾股份今天一字板漲停,月內累計漲46%;中農聯合同樣再度漲停,9日7板;天鵝股份9連板,月內累計漲幅114%;新力金融漲停、湖南發展漲9%、浙農股份漲8%。

種業概念大漲,敦煌種業漲7%。中信證券指,種價提升有望對沖制種成本高漲,行業景氣度延續,龍頭種企盈利水平有望得以保障。糧食安全再獲政策強調,行業迎強政策支持期。同時,生物育種產業化臨近。高行業景氣期、強政策支持期、新技術升級期“三期疊加”,將驅動種業行業升級發展。建議關注種業和生物育種板塊。

光大證券發文稱,指數在反彈相對高位,熱點進入分化,在沒有新的情緒催化因素刺激下,市場就會進入目前所看到的縮量整固。這個階段指數波動會收斂,但是個股的修復仍會繼續,所以市場依舊處在可以交易的環境裏面。現在的交易策略重點是堅守和埋伏,有反彈趨勢的品種多堅守,沒輪動過的大類熱點可以多埋伏。關注的方向,可以繼續沿着風光電、汽車一體化壓鑄、旅遊酒店等方向去挖掘。
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