A股午評：三大指數升跌不一！滬指跌0.58%報2987點，工業母機板塊掀升停潮
A股主要指數今日早盤震盪走弱，截至午間收盤，滬指跌0.58%報2987點，深證成指升0.21%，創業板指跌0.16%。近4000股上升，半日成交5961億元，北上資金淨賣出8.73億元。
盤面上，中央財經委員會研究大規模設備更新和消費品以舊換新問題，工業母機板塊掀升停潮，宏德股份20cm升停；多省份部署加快推進新型工業化，新型工業化板塊衝高，華東重機等多股升停；教育部近日公佈了中小學人工智能教育基地名單，教育板塊異動拉昇，學大教育升停；貝佐斯、英偉達和其他大型科技公司正在投資一家人形機器人創企Figure AI，機器人概念股強勢，華研精機等多股20cm升停；汽車拆解、減速器及專用設備等板塊升幅居前。另外，保險板塊走低，中國太保跌近3%；煤炭股走弱，中煤能源跌逾4%；銀行板塊震盪下行，建設銀行等十餘股跌超2%；釀酒行業、電力行業及中特估等板塊跌幅居前。
工業母機概念股掀升停潮 華中數控等多股升停
宏德股份、華東重機、華東數控、日發精機、海天精工、秦川機牀等多股升停升停，華中數控、紐威數控、德恩精工等升超10%。消息面上，中央財經委員會第四次會議，研究大規模設備更新和消費品以舊換新問題，研究有效降低全社會物流成本問題。此次以舊換新的範圍不僅僅包括汽車、家電等傳統消費品，還包括機牀、鍋爐、油漆設備等各類生產設備。
機器人概念股走高，坤博精工等多股升停
坤博精工、中微電子、克來機電、東傑智能、迪馬股份、愛仕達等多股升停。消息面上，特斯拉週六分享了一段Optimus最新視頻，相比幾周前發佈的視頻，此次展示的Optimus在行走過程中步伐更穩健，動作也更加流暢。此外，貝佐斯、英偉達和其他大型科技公司正在投資一家人形機器人創企Figure AI，該公司在一輪融資中籌集了約6.75億美元，投前估值約為20億美元。
教育板塊異動拉昇，學大教育升停
昂立教育、美吉姆、學大教育升停，開元教育、創業黑馬、中公教育等紛紛衝高。消息面上，教育部近日公佈了中小學人工智能教育基地名單，184所學校入選。
煤炭股走弱，中煤能源跌逾4%
中煤能源跌逾4%，雲煤能源、昊華能源、新集能源、淮北礦業、山煤國際及中國神華等跌逾2%。
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.
