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A股收評:滬指再創年內新低,銀行、券商等大金融板塊逆勢活躍

8月25日,A股三大指數集體收跌,滬指跌0.59%報3064.07點,創年內新低;深證成指跌1.23%報10130.47點;創業板指跌1.17%報2040.40點。兩市超4200股下跌,全天成交7663億元,北上資金淨流入0.48億元。

盤面上,AI概念調整,算力、信創方向領跌,深桑達A、鴻博股份、浪潮信息等跌停;遊戲、半導體、通信設備等TMT賽道跌幅居前。另一方面,環保概念股逆勢活躍,冠中生態、中蘭環保、國中水務等升停;券商等金融股盤中拉昇,錦龍股份升停,國盛金控一度升停。

具體來看:

以CPO為首的算力概念股大幅走低,中貝通信、銘普光磁跌停,天孚通信、三安光電跌超9%,博創科技、景旺電子跌超8%。

燃氣板塊逆勢活躍,美能能源升停,新疆火炬升超4%,水發燃氣升3.9%,成都燃氣升2.57%,百川能源、德龍匯能、九豐能源、大眾公用、勝利股份升超1%。

銀行板塊升幅居前,常熟銀行、瑞豐銀行、長沙銀行升超2%,無錫銀行、重慶銀行、招商銀行、工商銀行等升超1%。

證券板塊持續活躍,湘財股份、國盛金控升超4%,山西證券、信達證券、華鑫股份升超3%,華林證券、財達證券、中金公司、東方財富升超1%。

消息面上,證監會機構投資者座談會中提出,將為養老金、保險資金、銀行理財資金參與資本市場提供更加有力的支持保障,促進資本市場與中長期資金良性互動。

房地產開發板塊午後走高,中迪投資、京投發展雙雙升停,大龍地產升7.48%,中華企業、華髮股份、濱江集團、天健集團升超4%,天房發展、招商蛇口、金地集團等跟升。

近日住房城鄉建設部、中國人民銀行、金融監管總局聯合印發了《關於優化個人住房貸款中住房套數認定標準的通知》,推動落實購買首套房貸款“認房不用認貸”政策措施。通知明確,居民家庭(包括借款人、配偶及未成年子女)申請貸款購買商品住房時,家庭成員在當地名下無成套住房的,不論是否已利用貸款購買過住房,銀行業金融機構均按首套住房執行住房信貸政策。此項政策作為政策工具,納入“一城一策”工具箱,供城市自主選用。

環保板塊持續拉升,冠農生態、中蘭環保20cm升停,國中水務、盛劍環境升停,碧興物聯、超越科技升超7%,遠達環保、中科環保升超6%。

今日,北上資金淨流入0.48億元,其中滬股通淨流入6.08億元,深股通淨流出5.6億元。

展望後市,國金證券指出,目前,市場底已現,接下來A股有望迎來上升行情。不過,當下無論基本面還是流動性恢復均總體偏弱,因此現階段不宜冒進。市場盈利底與估值底確定時,趨勢將大概率向上。配置方面,建議投資者風格上以成長為主線,左側逢低佈局消費,可將汽車、醫藥生物和白酒等作為底倉。

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