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A股收評:繼續衝!創業板指升10%,成交額超1.4萬億,券商、白酒掀升停潮

今日,A股繼續放量大升,上交所被爆買到宕機,午後仍有交易延遲等現象。

截至收盤,滬指升2.89%報3087點,深成指升6.71%,創業板指升10%,盤中一度升12%創紀錄。

全天成交14460億元,較前一交易日放量2836億元,超5200只個股上升,不足100股下跌。

盤面上,鋰電池、鋰礦股集體衝高,寒鋭鈷業等多股升停;多家券商線上開户轉人工渠道繁忙,券商概念大爆發,指南針、同花順雙雙20CM升停,龍頭中信證券尾盤升停;政治局會議指出要促進房地產市場止跌回穩,房地產板塊走強,城建發展等十餘股升停;軟件開發板塊大升,同輝信息30%升停;光伏設備板塊走高,金剛光伏升停;CRO、國資雲概念、信創、乳業及計算機設備等板塊升幅居前。

具體來看:

白酒股掀升停潮,金種子酒、水井坊、迎駕貢酒、捨得酒業、古井貢酒、山西汾酒、五糧液、瀘州老窖、酒鬼酒、皇台酒業、老白乾酒等10餘個股升停。

光伏板塊大升,金剛光伏20CM升停,蒂爾激光升超15%,捷佳偉創、東方日升升超14%,固德威、錦浪科技、昱能科技升超13%,禾邁股份、帝科股份、邁為股份、奧特維升超11%。

券商股飆升,12只個股升停,東方財富20CM升停,成交金額超276億元,續創歷史成交天量,天風證券4連板,山西證券、長江證券、中信證券、中信建投、財達證券、第一創業升停,東北證券、中國銀河、長城證券、廣發證券升超9%。

軟件開發板塊升幅居前,華信永道30CM升停,銀之傑7天6板,同花順、指南針、安碩信息、深信服、新點軟件20CM升停,萊斯信息、國子軟件升超10%。

醫療服務、CRO板塊連續反彈,愛爾眼科升超15%,普瑞眼科升超14%,康龍化成升超13%,華夏眼科、藥石科技升超11%,美迪西、迪安診斷、博騰股份、陽光諾和升超10%,藥明康德、昭衍新藥升停,凱萊英升超9%。

半導體板塊大升,捷捷微電升超16%,卓勝微升超14%,北京君正、國科微升超10%,北方華創升停,拓荊科技、斯達半導升超9%。

乳業股走強,騎士乳業、品渥食品20CM升停,西部牧業升超14%,貝因美、新乳業升停,伊利股份升超8%,熊貓乳品升超7%,妙可藍多、皇氏集團升超6%。

銀行股逆勢走低,建設銀行、農業銀行、交通銀行、工商銀行跌超3%,中國銀行、郵儲銀行跌超2%,南京銀行、北京銀行跌超1%。

展望未來,中金認為,中央政治局會議進一步釋放政策加碼信號,A股升勢有望延續。配置上,短期繼續關注非銀及地產鏈,中期關注中小市值及成長風格,破淨企業也有望有相對錶現。

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