A股午評:三大指數齊升,軍工、消費股聯袂走強
格隆匯3月21日丨兩市縮量上升,市場情緒表現一般,滬指午間收盤升0.15%報3239點,深成指升0.7%,創業板指升0.86%。兩市3500股上升,1380股下跌,成交額5100億,對比昨天同一時段明顯下降,北上資金淨買入26.6億。

行業板塊多數上升,國資委會議強調以更大力度鼓勵支持中央軍工企業做強做優做大,軍工概念股大升,航發動力升超4%;消費股強勁,旅遊股集體上升,家居、釀酒、酒店餐飲、醫藥等板塊升幅靠前,藥明康德升6%;ChatGPT熱度不減,青木股份再度暴升18%,數字貨幣、國產軟件、數據確權、信創等概念活躍。

航空航天、船舶板塊大升帶強軍工概念,航發動力升4.5%。消息面上,國資委黨委召開擴大會議,會議強調,以更大力度鼓勵支持中央軍工企業做強做優做大,指導中央企業立足自身所能積極支持國防軍隊建設,助力實現國家戰略能力最大化。

酒店餐飲、旅遊股集體上升,三特索道升停。從中國鐵路上海局集團方面獲悉,長三角鐵路2023年春遊運輸啟動以來,區域內都市景點、名城古鎮、近郊鄉村遊受到不少旅客青睞,滬寧、滬杭、杭黃等多條高鐵旅遊線路持續火爆。截至3月19日,春遊運輸十天來已發送旅客2073.3萬人次,較2019年同期多發送旅客222.4萬人次,增幅12%。

昨日大升的遊戲股今日表現依舊活躍,二三四五升停。國家新聞出版署昨日發佈了2023年進口遊戲審批信息,共計27款進口遊戲過審。統計過去三年進口遊戲版號發現,2020年進口版號全年發放數量97個,2021年鋭減至76個,2022年則降至44個。艾媒諮詢CEO兼首席分析師張毅表示,2022年進口遊戲版號僅發放了一次,今年進口遊戲版號在3月份公佈,預示着今年或將再次發放進口遊戲版號,無論在頻次還是數量上,版號發放都已趨向穩定。

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