A股午評：上交所被買到宕機！半日成交接近萬億！創業板指大升9.33%
A股主要指數早盤集體放量大升，上交所交易系統一度出現延遲現象，截至午間收盤，滬指升2.14%報3065.29點，深成指升6.37%，創業板指升9.33%，北證50指數升10.46%。超5200只個股上升，全市場半日成交額9528億元，較上日放量4025億元。
盤面上，消費板塊繼續活躍，白酒、乳業股領升，捨得酒業2連板，巖石股份7天5板，貝因美、均瑤健康升停，貴州茅台升近5%收復1600元關口；大金融板塊繼續走強，銀之傑7天6板，國海證券、天風證券4連板，政治局會議指出要努力提振資本市場，大力引導中長期資金入市；能源金屬板塊大升，華友鈷業、天齊鋰業、贛鋒鋰業升停；CRO板塊反彈，藥明康德、昭衍新藥、雙成藥業升停，機構指CXO產業鏈正走出產業週期底部；光伏、固態電池、華為鴻蒙概念等升幅居前。銀行股衝高回落，農行、工行、交行、建行均跌超3%。
消費板塊繼續活躍 白酒、乳業股領升
白酒股方面，捨得酒業、酒鬼酒、瀘州老窖、古井貢酒升停斬獲兩連板，巖石股份7天5板，貴州茅台升近5%收復1600元關口。乳業股方面，貝因美、均瑤健康、新乳業、品渥食品升停，伊利股份升超7%。
消息面上，中共中央政治局會議提及要把促消費和惠民生結合起來，促進中低收入羣體增收，提升消費結構；要培育新型消費業態。農業農村部等七部門發通知提出，促進牛肉及牛奶消費，科學宣傳展示鮮牛肉及鮮牛奶品質和營養價值，推廣學生飲用奶，鼓勵有條件的地方通過發放消費券等方式，拉動牛奶消費。
此外，路透引述消息人士稱，財政部擬發行一萬億特別國債，主要用於刺激消費，部分資金計劃用於補貼消費品以舊換新、大型設備升級，部分資金將向兩孩或兩孩以上家庭提供每孩每月約800元補貼(不包括第一個孩子)。
券商股繼續走強 長江證券等升停
長江證券、國海證券、天風證券、中銀證券升停，東方財富升超13%，錦龍股份、中國銀河升超7%，華泰證券、太平洋、方正證券、信達證券升超6%。消息面上，政治局會議指出，要努力提振資本市場，大力引導中長期資金入市，打通社保、保險、理財等資金入市堵點；要支持上市公司併購重組，穩步推進公募基金改革，研究出台保護中小投資者的政策措施。
CRO板塊反彈 昭衍新藥等升停
藥明康德、昭衍新藥、雙成藥業升停，康龍化成升超14%，美迪西、藥石科技、凱萊英等升幅居前。消息面上，民生證券研報指出，創新藥投融資已連續幾個季度展現出明顯好轉趨勢，疊加進入降息通道在即，創新藥投融資好轉趨勢有望持續，CXO產業鏈正走出產業週期底部。
新能源賽道反彈 光伏設備、固態電池方面領升
金剛光伏、鈞達股份、福萊特升停，隆基綠能升超9%。昱能科技、東方日升、連城數控升超15%，固德威、同享科技、邁為股份等升幅居前。消息面上，工信部網站發佈《光伏產業標準體系建設指南（2024版）》。《指南》提出，要以推動光伏產業高端化、智能化、綠色化、融合化發展為目標，加強標準工作頂層設計，強化全產業鏈標準協同，增加先進標準供給，提升標準實施成效，推進標準國際化，引領光伏產業高質量發展。
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.
