A股收評：滬指跌0.6%失守3300點，人工智能概念全日領跌，新冠藥股逆市上升
今日，三大指數午後走低，上證指數全日收跌0.6%報3291點，創業板指跌0.25%，深證成指跌0.71%。兩市1417股上升，3430股下跌，全日成交8663億元，北上資金淨賣出34.01億元。
盤面上，人工智能板塊持續回調，AIGC板塊延續昨日跌勢，崑崙萬維跌9%；中國4月社會消費品零售總額同比18.4%，低於預期，旅遊股走低，曲江文旅跌停；保險、房地產、基建、消費電子、汽車等股下跌。
另外，新冠病毒感染反覆，新冠藥概念股逆市上升，新華製藥、眾生藥業升停；受隔夜美光科技大升帶動，半導體板塊升幅居前，存儲芯片方向領升；新能源股存在估值和業績修復驅動，光伏、風電等繼續板塊走強。
具體來看
新冠藥概念股衝高，拓新藥業、瀚宇藥業升超13%，眾生藥業升停，海辰藥業升超9%，天宇股份、華潤雙鶴升超6%，雅本化學、森宣醫藥等升幅居前。
消息面上，5月15日，中國工程院院士鍾南山在來瑞特韋上市後臨牀研究啟動儀式上介紹，根據目前廣州市發熱門診的數據，在接受檢測的發熱病人裏，有20%-25%是新冠病毒感染者。不僅廣州，北京、上海等多地居民都反饋，近期身邊出現了感染新冠病毒的患者。
半導體板塊反彈，存儲芯片方向領升。江波龍升12.77%，晶升科技升8.66%，和林微納升7.76%，東芯股份、佰微存儲升超6%，富樂德、金海通、長電科技升超5%。
消息面上，日本鎧俠和美國存儲芯片製造商西部數據正在加快合併談判並敲定交易結構。
光伏、儲能板塊繼續反彈。祥明智能升超16%，英可瑞升超14%，新特電氣升超13%，南網能源、均達股份、杭州熱電升停，偉創電氣、晶升股份、蘇文電能升超8%，通靈股份、維峯電子、通潤裝備升超6%，寶馨科技、澤宇智能等紛紛跟升。
CPO板塊大幅走低，劍橋科技跌停，震有科技跌超8%，新易盛、聯特科技跌超5%，太辰光跌超4%，永鼎股份、鋭捷網絡、德科立、賽微電子等紛紛跟跌。
教育股集體下跌，中國高科、國新文化跌停，博瑞傳播、科德教育跌超9%，中公教育、全通教育、傳智教育跌超8%，創業黑馬跌超7%，學大教育跌超6%。
傳媒板塊跌幅居前，世紀天鴻大跌超13%，天舟文化、唐德影視跌超12%，因賽集團跌11.44%，易點天下跌超10%，引力傳媒、中廣天澤、新經典等跌停，凱撒文化、中國科傳、浙文互聯、麥果文化等多股跌超9%。
今日，北上資金淨流出14.84億元，其中滬股通淨流入11.65億元 ，深股通淨流出26.49億元。
展望未來，中國銀河證券表示，當前A股沒有大幅下跌的基礎，A股市場雖短期有所調整，但是在經濟持續復甦為A股上行提供有力支撐的背景下，市場人氣並未退潮，只是風格輪動加速。A股短期調整帶來投資機會，也帶來了向上的空間。建議關注已充分調整+基本面紮實的高景氣板塊是配置主要方向。投資策略應當聚焦風險已充分釋放+低估值的龍頭個股。
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.
