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A股收評:三大指數探底回升,遊戲、傳媒股攜手走高,腦機接口概念火爆

5月30日,三大指數午後V型反轉並集體收升,上證指數收升0.09%收復3200點,深證成指升0.44%,創業板指升0.67%。兩市共近2800只股上升,約2000股下跌,全日成交9332億元,北上資金淨買入6.49億元。

盤面上,房地產板塊午後拉昇,萬通發展觸及升停;人工智能板塊全線飄紅,遊戲、教育AI+應用方向、ChatGPT、CPO概念股紛紛上升,浪潮信息、鴻博股份等多股升停;工信部將把腦機接口作為培育未來產業發展的重要方向,腦機接口概念繼續大升,愛朋醫療兩連板,創新醫療三連板;部分中特估回暖,鐵路基建板塊領升;乘用車、保險、特高壓等股逆市走高;炎熱天氣持續,杭州熱電走出13天10板。另外,光伏股集體下跌,下調5月單晶硅片價格,隆基綠能跌2%;白酒股集體飄綠,北上資金昨日拋售貴州茅台和五糧液;銀行、醫藥、煤炭等部分股走弱。

具體來看:

鐵路基建股大升,金鷹重工升超15%,交大思諾升超14%,晉西車軸、必得科技升停。消息面上,5月29日,俄羅斯鐵路公司總裁奧列格·別洛澤羅夫表示,目前,俄鐵正計劃建設俄羅斯國內的首條高鐵。首條線路選定為了莫斯科-聖彼得堡,總長約為650公里,計劃將在2027年建成通車。

遊戲股升幅居前,崑崙萬維、天舟文化升超12%,姚記科技、巨人網絡升停,湯姆貓、三七互娛等跟升。消息面上,日前英偉達發佈聲明稱,將提供一項遊戲定製人工智能模型代工服務,即Avatar Cloud Engine (ACE) for Games。該服務可以用來在軟件和遊戲中構建和部署定製的語音、對話和動畫AI模型。

傳媒股升幅居前,天舟文化升超12%,浙文影業、掌閲科技、南方傳媒升停,中文在線、中國科創升超8%。中信建投指出,當前傳媒板塊估值,位於近十年57%分位,遊戲、出版位於55%分位,主要公司估值基本在20-30x區間,再度進入配置區間。傳媒板塊再度迴歸估值低位,縱覽AI細分應用,該機構認為應當結合落地進展、估值性價比,推薦關注下列板塊投資機會。1. 遊戲:落地速度快,基本面穩健。2. 出版:防禦有高分紅,進攻有AI+教育。此外,也關注蘋果MR催化的文旅演藝板塊。

腦機接口概念繼續活躍,中科信息、愛朋醫療、冠昊生物、創新醫療升停,三博腦科升超11%。消息面上,工信部總工程師趙志國表示,工信部將把腦機接口作為培育未來產業發展的重要方向,加強腦機接口應用場景的探索,加速推動腦機接口產業蓬勃發展。

光伏股持續走低,鈞達股份、高測股份跌超4%,福斯特、邁為股份、捷佳偉創跌3%,隆基綠能跌超2%。隆基5月單晶硅片價格公示,“單晶硅片P型M10 150μm厚度”單晶硅片價格由6.3元人民幣下調至4.36元,降幅30.8%。“單晶硅片P型M6 150μm厚度”單晶硅片價格由至5.44元人民幣下調至3.81元人民幣,降幅30%。

小家電概念股跌幅居前,富佳股份跌超8%,ST德豪跌超5%,蘇泊爾、飛科電器、德爾瑪、九陽股份跌超2%。不過,海通證券指出,618大促前期,重點推薦市場估值底部、增速有彈性的小家電龍頭。

白酒股下挫,順鑫農業跌超2%,貴州茅台、瀘州老窖、五糧液、酒鬼酒、迎駕貢酒跌超1%。

個股方面,東鵬飲料盤中觸及跌停,收盤跌4.26%報160.17元,總市值640.7億元,東鵬飲料昨晚公吿,公司多位股東計劃以集中競價和大宗交易方式,減持公司股份合計不超過3574.15萬股,即不超過公司總股本的8.94%。

今日,北上資金淨流入32.58億元,其中滬股通淨流出18.11億元 ,深股通淨流入50.69億元。

展望後市,中信證券指出,隨着基本面預期逐步改善,投資者心態將重歸平穩,其行為模式也將從短期主題博弈重回長期業績主導。在投資模式轉換期,A股市場波動依然較大,乘風破浪時,建議以業績為綱,兼顧政策主線。具體而言,在二三季度,重點配置“安全”主線中有政策催化或業績優勢的品種,進入四季度則開始切換至復甦交易。

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