A股收評:滬指縮量調整跌0.4%,遊戲、傳媒板塊逆勢活躍
3月13日,A股三大指數集體下跌,滬指跌0.4%,深成指跌0.27%,創業板指跌0.57%,北證50指數跌1.82%。兩市超2900只個股飄綠,全天成交1.05萬億元,為連續第三日突破萬億,北上資金淨買入15.67億元。

盤面上,暴雪遊戲國服即將回歸,傳媒、遊戲板塊掀升停潮,因賽集團20cm升停、凱撒文化、掌閲科技、龍版傳媒等多股升停;信創板塊活躍,中國軟件、久其軟件、榕基軟件升停。另一方面,房地產板塊走低,信達地產等多股跌超4%;仔豬價格持續回落,豬肉、雞肉概念走弱,神農集團跌超5%。
具體來看:
Sora概念升幅居前,因賽集團20cm升停,當虹科技升超7%,會暢通訊、超訊通信、虹軟科技升超5%,國脈文化、易點天下、天娛數科跟升。

遊戲、傳媒板塊掀升停潮,大晟文化、掌閲科技、龍版傳媒等多股升停,南方傳媒、冰川網絡、巨人網絡跟升。據報道,網易方面會在3月底、4月初正式宣佈暴雪遊戲國服迴歸,此次國服運營由網易互娛廣州負責運營、雷火負責營銷,與前網易暴雪負責人張棟所説的相吻合。但目前網易官方暫未明確相關信息。


汽車整車股震盪拉昇,北汽藍谷升停,長安汽車升4.89%,東風汽車、江淮汽車升超2%,長城汽車、江鈴汽車升超1%。中信證券首席經濟學家明明表示,許多城市近期陸續出台汽車消費優惠政策,高度呼應了《政府工作報吿》最新提出的“提振智能網聯新能源汽車、電子產品等大宗消費”。

房地產服務板塊跌幅居前,特發服務跌3.88%,我愛我家跌3.61%,世聯行跌3.41%,珠江股份、新大正、南都物業跟跌。

房地產開發板塊走低,大龍地產、榮安地產、信達地產、中華企業跌超4%,金科股份、榮盛發展、濱江集團、中南建設跟跌。

豬肉股普跌,神農集團跌5.79%,巨星農牧跌近5%,華統股份、傲農生物、新五豐、東瑞股份跌超3%,温氏股份、牧原股份、唐人神跌超2%。

中藥板塊回調,香雪製藥跌5.4%,大唐藥業跌4.27%,佐力藥業、生物谷、金花股份跌超3%。

北向資金淨買入15.67億元,為連續4日淨買入,共計220.72億元。其中,滬股通淨買入6.49億元,深股通淨買入9.18億元。

展望後市,中原證券指出,經濟數據積極因素正在累積,製造業PMI觸底回升,財政收入逐步改善,金融對經濟的支持力度加大,前2個月進出口數據、汽車銷售數據都呈現較高增長態勢,經濟開局勢頭較好。在諸多利好因素的提振下,未來股指總體預計將維持震盪格局,同時仍需密切關注政策面、資金面以及外部因素的變化情況。建議投資者短線關注汽車、醫藥、軍工以及消費等行業的投資機會。
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