A股收評:創業板指縮量反彈升近3%,機器人、汽車板塊集體上升
11月4日,A股主要指數縮量上升,滬指升1.17%報3310點,深證成指升1.99%,創業板指升2.93%,北證50指數升6.28%。全天成交1.69萬億元,較前一交易日縮量5365億元。消息稱人大常委會將公佈10萬億救市措施。

盤面上,機器人概念、減速器板塊全天強勢,富臨精工、豪能股份等十餘股升停;汽車整車板塊普升,北汽藍谷等多股升停;汽車零部件、多元金融及腦機接口等板塊升幅居前。另一方面,房地產、教育、鋼鐵、稀土永磁等板塊跌幅居前。

具體來看:
機器人板塊領升市場,天奇股份、柯力傳感、億嘉和、鳴志電器、南方精工、埃斯頓、愛仕達、巨輪智能、中大力德等多股升停。

汽車整車概念升幅居前,眾泰汽車、賽力斯、北汽藍谷升停,海馬汽車升超7%,長安汽車升6%,江鈴汽車、江淮汽車、廣汽集團、中集車輛等跟升。消息面上,多家車企發佈10月交付量成績單,理想、小鵬、極氪、小米等造車新勢力均創下交付量新高,比亞迪成為第一家月銷超50萬輛的中國車企,10月新能源車銷量50.27萬輛,同比增長66.5%。

食品加工板塊走強,好想你、黑芝麻升停,絕味食品、一致魔芋升超9%,有友食品升超7%,煌上煌、三隻松鼠升超6%。

券商等大金融股表現活躍,五礦資本、建元信託、山西證券升停,華鑫股份、南華期貨升超6%,國投資本、華金資本、中泰證券、華泰證券、中信建投跟升。


鋼鐵概念跌幅居前,酒鋼宏興跌停,安陽鋼鐵跌超9%,凌鋼股份跌超6%,重慶鋼鐵跌超4%,柳鋼股份、包鋼股份、山東鋼鐵跟跌。

稀土永磁板塊高開回落,正海磁材、中科磁業跌超10%,中科三環、龍磁科技跌超6%,橫店東磁、華陽新材跌超5%,廣晟有色、廈門鎢業跌超3%。

教育板塊下跌,豆神教育跌超15%,國新文化、中公教育跌超3%,學大教育、傳智教育、昂立教育跟跌。

房地產板塊走低,特發服務領跌,香江控股跌超6%,信達地產、華遠地產跌超4%,金地集團、華聯控股、新城控股跟跌。

展望後市,中信建投指出,市場在等待美國大選結果和財政發力細節落地,同時在資金面和風險偏好支撐下仍然整體維持強勢震盪的特徵,但短期部分高位題材股在交易過熱後也出現了明顯回落跡象。短期可以等待外部不確定性落地,美國大選的不同結果對短期做多結構和節奏可能也會略有影響,但比較確定的是,從中期看,化債、促進房地產止跌回穩和擴內需都會是政策持續發力方向,如市場短期出現波動,顯著受益這些方向的行業和公司可考慮伺機逢調整增加布局。
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