A股收評:滬指升0.23%,AI概念全線大反攻,低空經濟回調
今日,A股主要指數走勢震盪,滬指升0.23%報3034點,深證成指升0.03%,創業板指跌0.44%。超2600股上升,全天成交8128億元,北上資金淨買入20.22億元。

盤面上,AI語料板塊走強,中廣天澤升停;七部門印發《推動工業領域設備更新實施方案》,工程機械板塊持續走高,柳工等多股升停;核污染防治板塊震盪上行,旅遊酒店尾盤拉昇,華天酒店升停。另外,飛行汽車、低空經濟板塊大跌,商絡電子等多數跌逾10%;通用航空、航天航空板塊下挫,海特高新跌停;雞肉豬肉概念走低,巨星農牧領跌。
具體來看:
AI相關板塊反彈,數碼視訊20CM升停,中廣天擇、慈文傳媒、浙文互聯升停,三六零一度升停,拓爾思升超9%,中國科傳升超6%,崑崙萬維、人民網、海天瑞聲、因賽集團升超5%,華策影視、新華網升超4%。



工程機械板塊持續走高,唯萬密封20CM升停,威博液壓升超17%,柳工、廈工股份、建設機械、南方路機、永達股份升停,萬通液壓、山推股份升超8%。

核污染板塊升幅居前,爭光股份20CM升停,中廣核技、華盛昌升停,滬江材料、恒光股份升超7%,西隴科學升超6%,中電環保升超4%。

旅遊、酒店概念股走強,峨眉山A 3天2板,君亭酒店、華天酒店升停,西安飲食、長白山升超6%,西安旅遊、麗江股份升超4%。


消息面上,攜程最新數據顯示,截至4月7日,“五一”境內酒店搜索熱度與2023年同期持平,約為2019年同期的2倍;“五一”境內機票搜索熱度同比增長近20%,較2019年同期增長近30%。
汽車整車板塊上升,中國重汽升超7%,金龍汽車、長安汽車升超5%,宇通客車升超4%,賽力斯升超2%。

煤炭板塊走高,華電能源升停,雲煤能源升超7%,昊華能源、新集能源、潞安環能升超3%。

飛行汽車板塊大幅回調,建新股份20CM跌停,商絡電子、金盾股份跌超10%,萬豐奧威、海特高新跌停,雙一科技、紫江企業跌超7%,廣電計量、廣聯航空跌超6%。

消息面上,電萬豐奧威迴應股價跌停稱:“這個是市場的行為,最近可能短期升幅過高了,公司經營正常。”


養殖業板塊走低,曉鳴股份、傲農生物跌超5%,巨星農牧跌超4%,神農集團、新五豐跌超3%。


個股層面,同花順突發跳水,一度跌近9%,最終收跌近4%。消息面上,日前,天津信唐貨幣經紀有限責任公司表示,因與同花順遲遲不能達成合作意向完成採購簽約,為保障市場公平競爭,信唐公司按照市場原則向其停止了數據服務。

紫金礦業股價盤中再創新高,總市值4736億元,超過美的集團、郵儲銀行,位居A股第20位。

北向資金全天淨買入20.22億元,其中,滬股通淨賣出1.02億元,深股通淨買入21.24億元。

展望未來,海通證券認為,反彈行情能否延續取決於宏微觀基本面數據驗證情況,若經濟數據和上市企業業績不及預期,市場或面臨震盪休整。無論震盪與否,行業輪升、普升格局或難持續較長時間,中期維度看股市主線將逐漸明晰,低估值、業績彈性大的白馬板塊成為主線的可能性更大。
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.