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A股午評:滬指衝高回落漲0.65%,食品飲料股現漲停潮,兩市3400股上漲

格隆匯12月1日丨兩市衝高回落,滬指盤初在白酒、券商等板塊帶動一度逼近3200點創逾兩個月新高,午間最終收漲0.65%報3171點,深成指漲1.56%,創業板指漲1.75%。兩市3400股上漲,1366股下跌,成交額7060億,北上資金淨買入88.8億。

行業板塊多數上漲,廣州、北京等多地優化防疫措施,以釀酒為首的消費板塊大漲,五糧液、瀘州老窖漲超4%,食品飲料股現漲停潮,海天味業漲5%;電信運營板塊延續近期強勢,中國聯通漲7.7%;券商板塊衝高回落,東方財富漲4%;信創、國產軟件、芯片及新能源頭部股活躍,金山辦公、寧德時代、北方華創漲3%。醫藥股普跌,新冠檢測、新冠藥等概念大跌,眾生藥業跌停。

食品飲料、釀酒等消費消費板塊大漲,海天味業、瀘州老窖漲約5%,五糧液漲4.5%、茅台漲2.3%。近日,北京、重慶、廣州、深圳、成都等多地優化防疫措施。其中:廣州多區解除臨時管控,明確全力以赴穩住經濟發展大盤,穩住廣大中小企業發展基本面。

電信運營板塊再度大漲,中國聯通漲7.7%。浙商證券此前發佈研報指,2022年1-10月電信業務收入累計13215億元同比增8%,10月單月收入同比增速6.5%;2022年1-10月按照上年價格計算的電信業務總量同比增21.4%。資本開支拐點及數字經濟國家隊背景下,繼續堅定看好運營商機會。當前運營商板塊明顯低估:A股移動/電信/聯通PB1.21/0.86/0.83倍,繼續推薦。

券商板塊衝高回落,但個股仍集體上漲,東方財富漲4%。華泰證券指出,政策拐點下的券商板塊貝塔機遇,建議重視券商彈性。可以根據以下邏輯挖掘特色優質券商,如:1)輕重資產並舉的優質龍頭;2)財富管理:財富生態完善或依託財富業務突圍的證券公司;3)資產管理:控股參股優質公募基金資產的證券公司;4)投資銀行:境內外投行業務領先的證券公司。

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