A股收評：2月開門紅！滬指收漲0.9%，兩市成交額再破萬億
二月首個交易日，三大指數高開後觸底回升。滬指全天收漲0.9%報3284點，深成指、創業板指分別漲1.31%、1.27%。市場情緒及賺錢效應再度回升，個股上漲超4300只，成交額突破萬億，北上資金淨流入93.99億。
盤面上，題材概念近乎全線飄紅，科技股表現突出，ChatGPT概念暴漲，人工智能概念股現漲停潮，信創、雲計算、芯片、消費電子等概念漲幅靠前，賽為智能連續三個20CM漲停；有色金屬股延續近期強勢，章源鎢業、中色股份等多股漲停，紫金礦業漲4%；汽車板塊午後擴大漲幅，廣匯汽車、成飛集成等股漲停，比亞迪漲6%；多元金融、券商股尾盤走高，紅塔證券漲停，中信建投漲超5%。
具體來看：
ChatGPT概念股飆升，慧博雲通、初靈信息20cm漲停，廣雲科技漲超17%，漢王科技、傳智教育、天娛數科漲停，拓爾思、天源迪科漲超9%。
開源證券認為，從微軟對ChatGPT的投資和應用來看，高度擬人化的對話問答模式具有更好的交互體驗，將進一步加強NLP技術的應用，如人機交互、智能客服、機器翻譯、智能寫作等。國內方面，政策環境持續優化，虛擬人、人機交互等場景需求旺盛，有望推動AI 技術在金融、政府、醫療等領域加速落地。
小金屬板塊表現活躍，章源鎢業、翔鷺鎢業、東方鋯業等多股漲停，錫業股份、中國稀土、北方稀土漲超6%。
鈦白粉概念股集體上漲，龍佰集團、中核鈦白漲超8%，安寧股份漲5.85%，惠雲鈦業漲4.19%，天原股份、釩鈦股份、金浦鈦業、安納達等紛紛上漲。
龍佰集團公吿，根據國內國際鈦白粉市場情況，經公司價格委員會研究決定，自2023年2月1日起，公司各型號鈦白粉（包括硫酸法鈦白粉、氯化法鈦白粉）銷售價格在原價基礎上對國內各類客户上調1000元人民幣/噸，對國際各類客户上調150美元/噸。
證券板塊尾盤衝高，紅塔證券漲停，湘財股份漲6.8%，中信建投漲5.59%，國金證券、首創證券、東方財富、中泰證券等紛紛衝高。
教育股震盪走強，傳智教育漲停，中國高科漲超6%，豆神教育、行動教育漲超5%，科德教育、美吉姆、創業黑馬等上漲。
酒店及餐飲板塊跌幅居前，西安飲食跌4.41%，同慶樓、君亭酒店、錦江酒店等下跌。
北向資金方面，北上資金淨流入93.99億元，其中滬股通淨流入42.78億元，深股通淨流入51.21億元。
展望後市，粵開證券表示，歷史回測來看，春節過後A股整體上漲概率較大，“春季躁動”日曆效應明顯，過去十年春節過後主要寬基指數月度上漲概率超過70%，創業板平均漲幅較大。另外春節消費回暖推動經濟預期上行，疊加年報披露窗口臨近推動盈利預期改善，外資持續流入推動風險偏好上升，2月A股有望迎來“春季躁動”行情，配置方面建議：（1）關注各地政策利好的行業板塊，把握擴內需政策下的綠色智能家電等大消費板塊機會。（2）關注業績超預期，基本面彈性較大板塊的投資機會。（3）處於估值相對低位的大金融板塊。
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.
