A股收評：創業板指跌近1%，北證50暴跌6%，光伏等新能源表現活躍
今日，A股主要指數震盪走低，滬指跌0.16%報2881點，深證成指跌0.64%，創業板指跌0.91%，北證50跌6.42%。兩市超3700股下跌，全天成交6767億元，北上資金淨賣出30.32億元。
盤面上，航運港口板塊震盪上行，寧波遠洋升超8%；電力板塊走高，華銀電力升停；玻璃玻纖板塊走強，耀皮玻璃升停；轉基因、船舶製造及土壤修復等板塊升幅居前。另外，軍工板塊分化，迪馬股份等多股升停，華密新材等多股跌超10%；軟件開發板塊重挫，雲星宇等十餘股跌超10%；星閃概念走低，雷神科技跌超14%；數據要素板塊普跌，眾誠科技跌超15%。
具體來看：
石油、航運板塊午後拉昇，國航遠洋升超9%，寧波遠洋升超8%，中遠海能張超4%；貝肯能源升超5%，通源石油升超3%，中曼石油升超2%。
消息面上，美國和英國對也門胡塞武裝發動空襲。對此，胡塞武裝發言人稱，美英沒有任何理由對也門發動攻擊，將繼續瞄準駛往以色列的船隻。
光伏、電力等新能源板塊升幅居前，聯泓新科、華銀電力、長源電力升停，帝科股份、海優新材升超6%，福斯特升超5%，杭州熱電、閩東電力升超4%，通威股份等跟升。
據集邦諮詢預測，預計2024年全球光伏新增裝機474GW，同比增長16%。
土壤修復、環保等板塊衝高，節能鐵漢20CM升停，正和生態升停，中電環保升超8%，東方園林升超7%，啟迪環境等跟升。
消息面上，中共中央、國務院關於全面推進美麗中國建設的意見印發。節能鐵漢中東分公司中標超50億元項目。
銀行股上升，無錫銀行升超3%，常熟銀行升超2%，蘇州銀行、江陰銀行、成都銀行升超1%。
貴金屬板塊反彈，湖南黃金升超4%，中潤資源升超1%。
消費電子板塊大跌居前，慧為智能、鴻禧科技、豪聲電子跌超16%，威貿電子、智新電子得超14%，春秋電子跌超7%，歌爾股份跌超4%。
鴻蒙概念回調，倍益康跌超18%，國源科技跌超16%，國子軟件跌超15%，漢王科技跌超7%，國科微、科藍軟件等跌超4%。
AIGC概念下挫，華信永道跌超16%，眾誠科技跌超15%，雲創數據得聽，凡拓數創、並行科技跌超6%，力盛體育跌超5%，雲從科技等跟跌。
今日，北向資金淨賣出30.32億元，其中滬股通淨買入3.52億元，深股通淨賣出33.84億元，全天淨流入2.93億元。
展望未來，中金公司指出，預期偏弱背景下我們建議關注積極因素的逐步累積，尤其是國內政策環境的邊際變化。當前短期擾動不改長局，極端估值疊加積極因素的逐步積累，對後市表現不必過於悲觀，2024年市場的配置機會有望好於2023年，未來3-6個月建議關注景氣回升與紅利資產的攻守結合。
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