A股午評：深成指、創業板指均跌超1.4% 北向資金淨賣出64.75億元 供銷社概念、鴻蒙概念逆勢走高
12月財新中國服務業PMI升至52.9，超預期。A股主要指數早盤震盪下行，截至午間收盤，滬指跌0.87%報2941點，深證成指跌1.44%，創業板指跌1.78%。兩市近3600股下跌，半日成交4131億元，北向資金淨賣出64.75億元。
盤面上，供銷社概念股大升，天鵝股份升停；餘承東稱2024年是原生鴻蒙的關鍵一年，鴻蒙概念股走強，亞華電子20CM升停；數字貨幣概念股拉昇，吉大正元升停；ST板塊、華為歐拉等升幅居前。另外，傳媒、遊戲股走低，多股跌超5%；AIGC板塊震盪下挫，萬興科技領跌；MR概念持續低迷，力鼎光電跌停；光伏設備板塊走弱，金剛光伏跌超7%；PEEK材料、中超概念及HIT電池等板塊跌幅居前。
鴻蒙概念股持續走強，亞華電子20CM升停
亞華電子20CM升停，科藍軟件、常山北明、傳智教育、九聯科技等升幅居前。華為常務董事、終端BG
CEO、智能汽車解決方案BU董事長餘承東發佈全員信稱：2024年是原生鴻蒙的關鍵一年，我們要加快推進各類鴻蒙原生應用的開發，集中打贏技術底座和三方生態兩大最艱鉅的戰鬥。
供銷社概念股逆勢大升 天鵝股份升停
天鵝股份、浙農股份、ST大集升停，中再資環、中農聯合、湖南發展、中農立華等跟升。消息面上，ST大集昨晚公吿稱實控人將變更為中華全國供銷合作總社。
MR概念持續低迷 雙象股份一度跌停
雙象股份一度跌停，歌爾股份、凌雲光、京東方A、天娛數科等跟跌。
光伏設備板塊走弱，金剛光伏跌超7%
金剛光伏跌超7%，海泰新能、TCL中環、海優新材等跟跌。據經濟參考報，過去一年，光伏製造端產量、發電新增裝機等多個指標連創新高，但產業鏈各環節產品價格卻幾乎全線“跳水”，產業存在過熱過快擴張、中低端產能過剩、無序競爭等問題，質量風險、功率虛高等發展隱憂也不斷顯現。業內人士認為，2024年要聚焦光伏行業高質量發展，加強統籌佈局和政策落實，明確光伏發電項目投資開發相關標準和要求。同時，須持續鼓勵創新，讓光伏行業競爭迴歸技術創新的主賽道。
AIGC板塊震盪下挫 萬興科技跌超8%
恒信東方跌超6%，萬興科技、崑崙萬維、天龍集團、科大訊飛、紫光股份等跟跌。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
