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A股午評:創業板指升1.2% 醫藥板塊全線大升!華為產業鏈持續活躍

金融監管總局日期發文支持恢復和擴大消費,A股主要指數齊升,截至午間收盤,滬指升0.19%報3081點;深證成指升0.74%,創業板指升1.2%報2011點。兩市超2900股上升,半日成交5306億元,北上資金淨買入36.61億元。

盤面上,量子科技概念股走高,科大國創領升;華為產業鏈持續活躍,歐菲光4連板;5.5G板塊震盪走強,通宇通訊升停;傳媒、遊戲板塊探底拉昇,世紀天鴻升停;醫藥醫療股全線走強,減肥藥和CRO方向領升,科源製藥20cm升停;AI應用端盤中持續拉昇,教育、智能醫療等方向領升,麥克奧迪20CM升停;算力概念股震盪走高,恒信東方領升;消費電子、衞星導航等板塊升幅居前。另外,貴金屬股普跌,中潤資源領跌;油氣板塊回調下挫,貝肯能源封板跌停;航天航空板塊走弱,中航重機跌停;退税商店、煤炭行業及旅遊酒店等板塊跌幅居前。

醫藥醫療股全線走強 科源製藥20cm升停

減肥藥及CRO方向領升,科源製藥20cm升停,百花醫藥、華森製藥、昭衍新藥等股升停,聖諾生物、泰格醫藥、常山藥業等紛紛衝高。消息面上,諾和諾德週二宣佈,GLP-1藥物Ozempic在一項預防2型糖尿病和慢性腎病患者腎損傷進展的Ⅲ期臨牀試驗中,已經達到提前結束試驗的預定指標。

量子科技概念股集體高開 盛路通信升停

盛路通信升停,科大訊飛、科大國創、國盾量子、亞光科技等跟升。消息面上,中國科技大學中國科學院量子信息與量子科技創新研究院研究團隊等成功構建了255個光子的量子計算原型機“九章三號”,再度刷新了光量子信息的技術水平和量子計算優越性的世界紀錄。

華為產業鏈持續活躍 歐菲光4連板

歐菲光升停走出4連板,寶馨科技升停錄得三連板,永貴電器升超15%,常山北明、同興達等升幅居前。

算力概念股震盪走高 恒信東方領升

恒信東方升超7%,亞康股份、寒武紀、中科曙光、紫光股份、浪潮信息等跟升。消息面上,10月10日,在華為主辦的第十四屆全球移動寬帶論壇上,華為高級副總裁、運營商BG總裁李鵬表示,到2025年,智能算力需求將達到當前的100倍。

油氣板塊回調,貝肯能源跌停

貝肯能源封板跌停,仁智股份、通源石油、潛能恒信、石化油服等股跟跌。

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