A股收評:超4300股上升!三大指數齊升,光伏、深圳板塊現升停潮
A股主要指數今日高開高走,午後繼續拉昇但臨近收盤時收窄升幅。截至收盤,滬指升0.59%報3299點,深證成指升1.71%,創業板指升2.93%,北證50指數升0.08%盤中一度大升超10%創歷史新高。全天成交1.77萬億元,較前一交易日增量2715億元,超4300股上升。
本週,滬指累計升1.17%,深證成指累升2.53%,創業板指累升2%,北證50累張16.61%。

盤面上,光伏、新能源板塊爆發,隆基綠能等多股升停;深圳“創投十九條”發佈,深圳板塊現升停潮,深城交、深康佳A等多股升停;寧德時代發佈驍遙超級增混電池品牌,電池板塊全線上升,BC電池、固態電池及麒麟電池等方向領升,寧德時代升超5%,億緯鋰能等多股升停;裝修裝飾、氟化工及短劇概念等升幅居前。另外,保險板塊普跌,天茂集團跌4.51%;貴金屬、銀行等少數幾個板塊下跌。
具體來看:
光伏板塊掀升停潮,同享科技、艾能聚、海泰新能30cm升停,大全能源、時創能源、帝爾激光、海優新材等近20股封板。

消息面上,中共中央政治局常委、國務院總理李強10月22日至24日在寧夏、內蒙古調研。他強調,要面向更多應用場景,加大政策引導,用好建築物外立面特別是屋頂空間,進一步釋放光伏等新能源發展潛力。
深圳板塊大升,深城交、力合科創、怡亞通、深賽格、特力A、中新賽克、深紡織A等10股升停。

消息面上,昨日,深圳市委金融辦發佈《深圳市促進創業投資高質量發展行動方案(2024-2026)(公開徵求意見稿)》,從引領發展“大膽資本”、培育壯大“耐心資本”、吸引集聚“國際資本”、大力發展“產業資本”、打通創投行業“循環梗阻”和提供行業發展“最優服務”等方面提出進一步促進深圳創投業發展的重要舉措。
併購重組概念股走強,微創光電30cm升停,旗天科技20cm升停,新動力升超14%,棒傑股份、文一科技等多股10cm升停。

消息面上,深圳就《深圳市促進創業投資高質量發展行動方案(2024-2026)(公開徵求意見稿)》公開徵求意見。意見提出,用好關鍵核心技術的科技型企業上市融資、債券發行、併購重組綠色通道機制。
特斯拉概念股走高,海達股份、海目星、隆基綠能、璞泰來、京山輕機、天賜材料升停,橫店東磁升超8%。

消息面上,因Q3盈利超預期,特斯拉週四收升近22%,創下十多年來最大升幅。特斯拉股價飆升帶動A股市場特斯拉概念股集體上升。
房地產板塊走高,寧波富達、電子城、萬通發展、深振業A、華遠地產等多股升停。

固態電池股表現強勢,武漢藍電30cm升停,力佳科技升超22%,華盛鋰電、中科電氣、天力鋰能20cn升停。

券商股震盪拉昇,第一創業升超7%,太平洋、哈投股份、西南證券升超3%,國元證券、長城證券等跟升。

展望後市,渤海證券認為,A股市場仍處配置階段。短期而言,三季報業績密集期的到來以及海外市場不確定性的增大,將對國內風險偏好產生一定擾動;不過,站在中期來看,市場仍有較大的空間,在政策的有力的呵護和持續推進下,市場邏輯將從政策預期主導向業績預期主導逐步轉化。
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.