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A股收評:三大指數升跌不一,創業板指跌近3%,高股息、中字頭股爆發

10月10日,央行5000億元“互換便利”落地,A股主要指數今日升跌不一,截至收盤,滬指升1.32%報3301點,深成指跌0.82%,創業板指跌2.95%。全天成交2.14萬億元,較前一交易日縮量7968億元,近3000股上升。

盤面上,高股息板塊爆發,中國移動、中國石油等集體大升;中字頭股現升停潮,中鐵裝配等近20股升停;風電設備板塊走高,盤古智能等多股升停;煤炭板塊爆發,鄭州煤電等多股升停;船舶製造、銀行、雞肉概念及交運設備等板塊升幅居前。另外,華為歐拉、鴻蒙板塊重挫,軟通動力尾盤20cm跌停;半導體板塊回調,捷捷微電等多股跌超10%;證券、券商概念走低,龍頭中信證券大跌逾8%;數字貨幣、多元金融及信創等板塊跌幅居前。

具體來看:

中特估概念爆發,中紡標、中鐵裝配、中航電測、中國交建、中國核建、中國鐵建等20餘股升停。

消息面上,中國人民銀行10日發佈公吿,決定創設“證券、基金、保險公司互換便利,支持符合條件的證券、基金、保險公司以債券、股票ETF、滬深300成份股等資產為抵押,從人民銀行換入國債、央行票據等高等級流動性資產。首期操作規模5000億元,視情可進一步擴大操作規模。即日起,接受符合條件的證券、基金、保險公司申報。市場人士稱,相關機構或青睞高股息資產。

銀行、保險股展開反彈,中國平安、新華保險升超5%,交通銀行、平安銀行、招商銀行等升超4%。

中國銀河證券在近期的研報中指出,隨着政策拐點顯現,降準降息落地,存款利率有望再度調降以穩定銀行息差。財政發力利好政府投資,撬動配套融資需求,支撐短期信貸投放。地產政策優化進一步提振需求,限購、存量房貸利率調整政策陸續出台落地,加速商品房去庫存,改善房企流動性,有助銀行資產質量優化。後續依舊看好銀行板塊的配置價值。

豬肉、雞肉等養殖業震盪走強,曉鳴股份20cm升停,神農集團、湘佳股份、新五豐升停,正虹科技、天康生物、立華股份、牧原股份等個股升幅居前。

消息面上,昨晚生豬養殖龍頭牧原股份發佈業績預吿,預計前三季度實現淨利潤100億元至110億元,同比扭虧。生豬產品量價齊升及養殖成本下降,是其業績向好的主因。同日晚,同樣主營生豬養殖的ST天邦公吿,前三季度預盈13.01億元至13.51億元,同比扭虧。

風電板塊表現亮眼,宏德股份、盤古智能、飛沃科技20CM升停,威力傳動、中環海陸、雙一科技、新強聯、通裕重工等個股大幅跟升。

消息面上,9月1.9GW海上風電項目啟動風機招標,環比增長289.2%。2024年1—9月,風電共招標84.3GW,同比增長66.3%。

半導體板塊集體大跌,捷捷微電、台基股份跌超12%,中芯國際、東微半導、芯源微等集體大跌。

券商股集體熄火,東方財富跌超17%,天風證券、錦龍股份、中信證券、國盛金控等集體大跌。

個股異動

銀之傑(300085)10日開盤後快速跳水跌停,截至發稿,該股報37.76元,跌停板上封單達25萬手。此前10個交易日,該股累計大升超450%,其中有9個交易日升停。

深交所昨日披露信息顯示,9月26至10月9日期間,銀之傑收盤價格升幅偏離值累計達到114.91%,觸及嚴重異常波動標準。其間,“機構”淨賣出約2.85億元,“深股通”淨賣出約2989.64萬元;中小投資者持續買入,累計淨買入約7.8億元。

展望後市,華金證券指出,行情已進入底部上升的中期階段,結構性行情為主,科技、核心資產等成長可能佔優。一是歷史經驗上,底部上升的中期和後期主要是產業趨勢上行和政策導向的行業相對佔優。二是當前已進入上升的中期階段,因此科技等中小盤成長以及電新、醫藥、消費等核心資產可能表現相對偏強。短期建議佈局TMT、電新、醫藥、部分消費等方向。首先,科技成長方面,“千帆星座”首批發射開啟上行週期的商業航空、政策密集催化的數據要素、操作系統國產化相關的鴻蒙短期值得關注;其次,基本面可能探底、外資可能流入導致電新、醫藥、消費等行業中的低估值優質個股可能相對偏強。

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