A股收評:創業板指升1.44%,CPO、數據要素概念股掀升停潮
三大指數齊升,滬指收升0.63%報3273點,深證成指收升1.11%,創業板指收升1.44%。兩市超3000只股上升,全日成交10677億元,北上資金淨流入144.17億元。本週,滬指累計上升1.3%,深成指累計上升4.75%,創業板指累計上升5.93%。

盤面上,CPO、數據要素概念強勢,光庫科技、卓創資訊20%升停,浙數文化、久遠銀海、生意寶、深桑達A等掀升停潮;液冷服務器、信創板塊升幅居前。另一方面,PET銅箔板塊普跌,寶明科技跌超6%,元琛科技、萬順新材、東威科技等跟跌;零售、家電、酒店及餐飲等板塊跌幅居前。
具體來看:
CPO概念股升幅居前,光庫科技20cm升停,太辰光、博創科技、德科立升超10%,銘普光磁、華工科技升超7%。

數據要素概念掀升停潮,卓創資訊20cm升停,中科信息升超13%,浙數文化、雲賽智聯、深桑達A、生意寶等升停。

液冷概念股震盪走高,飛龍股份拉昇封板,歐陸通升超8%,依米康升超5%,高瀾股份、中科曙光等升超3%。

豬肉板塊表現活躍,巨星農牧升停,金新農升超5%,新五豐、天康生物升超3%,牧原股份、神農集團、温氏股份、唐人神等紛紛上升。

6月15日,全國農產品批發市場豬肉平均價格為19.20元/公斤,比14日上升0.1%。財通證券指出,預計前期週期擴張帶來的供給快速釋放階段將結束,後續豬價上行趨勢確定性增加,伴隨豬肉消費持續恢復,成本隨飼料下行逐步進入下行通道,仍看好未來生豬均價及板塊盈利水平。
PET銅箔板塊跌幅居前,寶明科技跌超6%,東威科技、元琛科技跌超5%,萬順新材、道森股份、光華科技等跟跌。

零售板塊下挫,三江購物、御銀股份跌超5%,重慶百貨跌3.16%,皇庭國際、匯嘉時代、徐家彙跌超2%。

家電板塊普跌,小熊電器跌超4%,倍輕鬆、飛科電器跌超3%,新寶股份、蘇泊爾、石頭科技等紛紛下跌。

今日,北上資金淨流入144.17億元,其中滬股通淨流入63.49億元,深股通淨流入80.86億元。

展望後市,中銀證券表示,2023下半年A股將重回成長主線。本輪短週期國內拐點領先海外,經歷了上半年的短暫波動,下半年起國內需求將會重新迴歸到温和復甦的趨勢之中,被動去庫將是下半年國內庫存週期的主旋律。海外短期韌性難改需求下行趨勢,下半年海外仍將處於主動去庫週期之中,樂觀預期下Q4起有望迎逐步進入被動去庫週期。隨着全球第二庫存週期的逐步開啟,本輪有望迎來全球資本開支的共振上行,建議關注中游製造領域的主導產業結構性機會。
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