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A股收評:滬指升0.66%!AI應用方向、磷化工板塊走強,銀行股逆勢下跌

​11月20日,A股三大指數集體上升,滬指升0.66%,深成指升0.78%,創業板指升0.50%,北證50指數升3.07%。全市場超4500股上升。

盤面上,AI應用端持續走強,文化傳媒、短劇遊戲方向領升,藍色光標升超16%;《磷石膏利用和貯存污染控制技術規範(徵求意見稿)》發佈,磷化工板塊升幅居前;DRG/DIP概念股拉昇,萬達信息20cm升停;機器人概念股持續活躍,三豐智能、禾川科技升超10%;創新藥板塊走強,熱景生物20cm升停;智譜AI、在線教育、Sora概念等板塊走高。

另外,銀行板塊走弱,民生銀行領跌。

高位股方面,大千生態12連板,日出東方上演地天板錄得13天11板,粵桂股份10天9板,有研新材10天7板。

具體來看:

AI應用端持續走強,文化傳媒、短劇遊戲方向領升。藍色光標升超16%,粵傳媒、元隆雅圖、華揚聯眾、生意寶、龍韻股份等升停,天娛數科、天舟文化、天地在線、值得買等跟升。

消息面上,近期AI賽道利好不斷。字節跳動視頻生成模型Pixel Dance將很快在即夢AI上線,面向公眾開放使用,具體的上線時間將會早於Sora正式發佈的時間。據知情人士透露,Pixel Dance將於近期在豆包開啟內測。

磷化工板塊升幅居前清水源、川金諾20cm升停,六國化工、司爾特、粵桂股份、輝隆股份、川發龍蟒等紛紛升停。

消息面上,近日,《磷石膏利用和貯存污染控制技術規範(徵求意見稿)》開始徵求有關方面意見,這標誌着相關部門將明確磷石膏利用和貯存污染控制技術規範,旨在推動磷石膏的綜合利用,避免其因長期堆存而導致的污染問題及高昂的修復費用。專家指出,這一技術規範的出台,將有助於磷化工企業節約磷石膏的預處理費用,降低生產成本,從而為企業創造更好的經濟效益。

DRG/DIP概念股拉昇,萬達信息20cm升停,嘉和美康升近14%,久遠銀海、國新健康、思創醫惠、創業慧康等跟升。

機器人概念股持續活躍三豐智能、禾川科技升超10%,柯力傳感、愛仕達、麥迪科技升停,奧比中光、翔樓新材、江蘇雷利等跟升。

消息面上,柯力傳感在互動平台表示,公司六維力傳感器已於9月給華為送樣,客户樣品測試順利,近期將完成驗收。

創新藥板塊走強熱景生物20cm升停,貝達藥業、艾力斯升超11%,海思科、智翔金泰等跟升。

消息面上,信銀(香港)資本研究部的統計顯示,創新藥IND、NDA數量在經過2022年低位後重回增長,今年Q3藥物臨牀獲批1033個,同比增長25%,1類創新藥獲批上市共8個,同比翻了一倍。信銀(香港)資本研究部認為,國產創新藥正加速進入“新質發展階段”。

銀行板塊下跌廈門銀行、民生銀行、鄭州銀行跌超2%,蘇農銀行、瑞豐銀行、長沙銀行等跟跌。

個股異動:

恒瑞醫藥升超6%報50.46元,總市值3218.84億元。

山西證券最新報吿指出,創新藥龍頭新藥加速商業化,代謝、自免管線進入收穫期,公司已有17款創新藥上市,近10款新藥NDA受理,根據員工持股方案,2024-2026年新增15款新藥NDA申請,密集上市的新藥提供增長動力。首次覆蓋,給予“買入-A”評級。

展望後市,國信證券指出,供需+經濟發展階段的雙重主線指引,關注大盤藍籌+科技創新+兼併重組。在國內主線下,供需格局再平衡有利於大盤藍籌的發展。在新型政策工具的推進發力下,SFISF、回購增持再貸款的具體條款更利好大盤藍籌和泛紅利屬性。結合當下新質生產力的發展主線,國內科技板塊持續受益;供給側優化,“併購重組”主題的不斷演進,對市場風格或將聚焦於困境反轉和併購重組;市值管理啟新章,關注核心寬基、雙創領域深度破淨成分股。

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