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A股突發飆升,金融+科技聯袂上攻
格隆匯 11-29 13:00
A股再次突發全線飆升,券商股帶頭反攻,同花順升超15%,以機器人為首的科技板塊跟隨上揚,鳴志電器、香山股份升停,跟蹤金融科技指數的ETF全場表現最佳。消息面上,日前中國人民銀行等七部門聯合印發《推動數字金融高質量發展行動方案》,提出利用流程機器人、數字化客户營銷觸達工具、集約化作業模式等數字化手段,賦能高強度操作性崗位提質增效。產業動態方面,全球協作機器人巨頭優傲機器人將部分供應鏈引入中國,計劃2025年1月開始發貨。華為入局人形機器人領域,計劃明年量產。調整出口退税倒逼產業升級,高端製造業迎新機遇,工業機器人與數控機牀的集成應用是重要方向。海通證券認為,隨着中央鼓勵新一輪設備更新疊加存量機牀更新需求潛力,建議關注國產機牀出海機遇以及中高端機型在新興領域(機器人、3C)的相關應用。技術驅動+政策紅利雙加持:金融科技ETF華夏(516100)人工智能+高端製造:機器人ETF(562500)高端製造代表:機牀ETF(159663)
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