A股午評:滬指升0.9%再度重返3300點 數字經濟股繼續大升
格隆匯3月1日丨2月PMI超預期,三大指數開盤後震盪走高,滬指午間收升0.9%報3309點,深成指升1%,創業板指升0.57%,滬深300升1.36%。兩市3000股上升,1830股下跌,賺錢效應較好,成交額5450億,北上資金淨買入60.7億。

盤面上,題材概念整體表現活躍,數字中國頂層設計出爐,以電信股為首股的數字經濟股繼續走強,ChatGPT、國產軟件、信息安全、東數西算等相關題材大升靠前,電科網安、中國聯通等多股升停,中國電信升8.7%;基建股強勁,建築、工程機械、建材股普遍上升,中國電建升6%;金融股集體上升,哈投股份升停。

電信、國產軟件、信息安全、東數西算等題材繼續大升,中國聯通升停。中共中央、國務院印發《數字中國建設整體佈局規劃》指出,要夯實數字中國建設基礎。一是打通數字基礎設施大動脈,二是暢通數據資源大循環。

工程機械、建築、建材等基建相關板塊升幅靠前,中國電建升6%。消息面上,財政部2023年新增專項債額度2.19萬億元,比去年增長50%。中誠信預測,今年全年或發行專項債5.4萬億元,新增限額或在3.8萬億元左右。

國家統計局3月1日公佈數據顯示,中國2月官方製造業PMI為52.6,為2012年4月份以來最高;預期50.5,前值50.1。中國2月非製造業PMI為56.3(預期54.9),前值54.4。
2月財新中國製造業PMI為51.6(預期50.2),2022年8月來首次高於臨界點,為2022年7月來最高。財新表示,隨着防疫政策優化和春節後經濟活動逐漸恢復,2月製造業生產經營持續回暖,結束此前六個月的收縮態勢,重回擴張區間。
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