A股午评:三大指数齐升,军工、消费股联袂走强
格隆汇3月21日丨两市缩量上升,市场情绪表现一般,沪指午间收盘升0.15%报3239点,深成指升0.7%,创业板指升0.86%。两市3500股上升,1380股下跌,成交额5100亿,对比昨天同一时段明显下降,北上资金净买入26.6亿。

行业板块多数上升,国资委会议强调以更大力度鼓励支持中央军工企业做强做优做大,军工概念股大升,航发动力升超4%;消费股强劲,旅游股集体上升,家居、酿酒、酒店餐饮、医药等板块升幅靠前,药明康德升6%;ChatGPT热度不减,青木股份再度暴升18%,数字货币、国产软件、数据确权、信创等概念活跃。

航空航天、船舶板块大升带强军工概念,航发动力升4.5%。消息面上,国资委党委召开扩大会议,会议强调,以更大力度鼓励支持中央军工企业做强做优做大,指导中央企业立足自身所能积极支持国防军队建设,助力实现国家战略能力最大化。

酒店餐饮、旅游股集体上升,三特索道升停。从中国铁路上海局集团方面获悉,长三角铁路2023年春游运输启动以来,区域内都市景点、名城古镇、近郊乡村游受到不少旅客青睐,沪宁、沪杭、杭黄等多条高铁旅游线路持续火爆。截至3月19日,春游运输十天来已发送旅客2073.3万人次,较2019年同期多发送旅客222.4万人次,增幅12%。

昨日大升的游戏股今日表现依旧活跃,二三四五升停。国家新闻出版署昨日发布了2023年进口游戏审批信息,共计27款进口游戏过审。统计过去三年进口游戏版号发现,2020年进口版号全年发放数量97个,2021年锐减至76个,2022年则降至44个。艾媒咨询CEO兼首席分析师张毅表示,2022年进口游戏版号仅发放了一次,今年进口游戏版号在3月份公布,预示着今年或将再次发放进口游戏版号,无论在频次还是数量上,版号发放都已趋向稳定。

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