A股收評:三大指數齊跌,滬指跌0.56%,地產股全天走高
A股主要指數午後震盪下行,三大指數悉數轉跌,截至收盤,滬指跌0.56%報2942點,深證成指跌0.35%創階段新低,創業板指跌0.65%,滬深300跌0.31%續創2019年2月以來新低。本週,滬指累跌0.91%,深證成指累跌1.76%,創業板指累跌2.31%。今日兩市近3500股下跌,全天成交7332億元,北上資金淨賣出41.66億元。

盤面上,京滬釋放多重樓市利好,地產股全天走高,上實發展等多股升停;供銷社概念午後拉昇,中農聯合升停;短劇、文化傳媒股維持強勢,中天廣澤等多股升停;拼多多概念走強,元隆雅圖等多股升停;盲盒經濟、電子競技等板塊升幅居前。另外,醫藥板塊全線下跌,阿茲海默、肝素概念及創新藥等方向領跌,通化金馬跌停;SPD概念走低,浙江震元跌超8%;疫苗冷鏈、機器人執行器及F5G概念等跌幅居前。
具體來看
地產股全天走高,上實發展、京能置業、大龍地產升停,新黃浦、京投發展升超7%,華遠地產、渝開發等跟升。

消息面上,北京、上海兩大一線城市在同一日調整優化了購房相關政策。北京首套住房個人住房貸款最低首付款比例統一下調為30%;二套住房個人住房貸款最低首付款比例下調為城六區50%、非城六區40%。上海首套住房商業性個人住房貸款利率下限調整為不低於相應期限貸款市場報價利率(LPR)減10個基點,最低首付款比例調整為不低於30%。
短劇、文化傳媒概念強勢,因賽集團20cm升停,元隆雅圖10cm升停,盛天網絡、天娛數科、慈文傳媒等跟升。

消息面上,多位從業者透露,目前在洛杉磯的華人影視團隊中,超過九成拍過短劇,導演檔期普遍都排到了明年3月以後。北美製片人貝利透露,目前短劇演員價格已經升到了約400美元一天,接近於美國影視行業的中流水平。
跨境電商概念股升幅居前,跨境通、南極電商升停,三態股份升超6%,賽維時代、若羽臣等跟升。

消息面上,國家外匯局宣佈,在上海市、江蘇省、廣東省、北京市、浙江省、海南省全域擴大實施跨境貿易投資高水平開放政策試點。
供銷社概念股表現活躍,中農聯合升停,湖南發展升超6%,天禾股份、萬潤股份、浙農股份等跟升。

據悉,截至目前,廣東已建成370個農村食品經營規範化建設點,店鋪從業人員的食品安全意識有了較大提升,帶動了一批農村食品經營店提檔升級。
醫藥股全線回調,阿茲海默、新冠藥方向跌幅居前,拓新藥業、君實生物跌超5%,廣生堂、森萱醫藥、美諾華跌超4%,眾生藥業、新華製藥等跟跌。

燃氣股回調,凱添燃氣跌超6%,ST金鴻跌超5%,重慶燃氣、九豐能源、美能能源等跟跌。

今日北向資金全天淨賣出41.66億元,其中滬股通淨賣出33.73億元,深股通淨賣出7.93億元。

展望後市,海通策略團隊荀玉根認為,過去一年A股走勢較艱難的背景是疫後基本面曲折式修復及外圍因素擾動,當前A股估值已經處於歷史低位。展望明年,政策助力經濟回暖,科技、消費領銜基本面復甦,疊加美債利率下行,A股中樞有望抬高。風格有望從兩頭走向中間,盈利驅動的白馬成長或佔優,尤其是硬科技和醫藥,消費存在結構性亮點。
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