A股收評:滬指跌0.67%,全市場超4300股下跌,化工、海工裝備下挫
3月28日,A股主要指數低開低走,截至收盤,滬指跌0.67%報3351點,深證成指跌0.57%,創業板指跌0.79%。全市場成交額11450億元,較上日縮量717億元,超4300只個股下跌。

盤面上,國際黃金續創新高,貴金屬、黃金概念走強,西部黃金升停;多元金融板塊拉昇,新力金融升停;文化傳媒板塊活躍,上海電影等多股升停;創新藥、數字閲讀、房地產服務等板塊升幅居前。另一方面,環氧丙烷板塊下挫,怡達股份跌超15%;磷化工、海工裝備、風電設備等板塊下跌。

具體來看:
貴金屬板塊領升,西部黃金升停,四川黃金、曉程科技升超6%,赤峯黃金、山金國際升超3%,山東黃金、中金黃金跟升。消息面上,國際金價持續創歷史新高,今日一度升至3082.05美元/盎司,為首次突破3080美元/盎司。

影視院線板塊普升,百納千成升超11%,上海電影升停,奧飛娛樂、幸福藍海升超4%,中廣天擇、華策影視升超3%,橫店影視、華誼兄弟、中國電影、金逸影視跟升。

多元金融板塊集體上揚,新力金融升停,瑞達期貨升超7%,電投產融升超6%,南華期貨、九鼎投資、弘業期貨紛紛上升。

可控核聚變板塊再度活躍,合鍛智能、雪人股份升停,弘訊科技升超5%,國光電氣、中國核建升超2%,聯創光電、辰光醫療升超1%。消息面上,新一代人造太陽“中國環流三號”首次實現原子核和電子温度均突破一億度,綜合參數大幅躍升,中國可控核聚變技術取得重大進展。最新實驗數據顯示,我國核聚變裝置首次實現原子核温度1.17億度、電子温度1.6億度的參數水平,標誌着中國可控核聚變向工程化應用邁出重要一步。

汽車板塊上升,中國重汽升超5%,北汽藍谷升超4%,東風股份、金龍汽車、宇通客車、賽力斯跟升。

環氧丙烷板塊下挫,怡達股份跌超15%,瑞華技術跌超12%,氯鹼化工、渤海化學跌超6%,中化國際、齊翔騰達、永和股份、維遠股份跌超3%。

化工板塊走低,魯北化工、湖北宜化跌停,川金諾、晨化股份跌超8%。

PEEK材料概念板塊下跌,富恒新材跌7.74%,崇德科技跌6.11%,雙一科技、同益股份、南京聚隆、中欣氟材跌超4%。

風電設備板塊表現低迷,金雷股份跌8.19%,天能重工跌7.62%,運達股份跌5.3%,飛沃科技、常友科技跌超4%。

海工裝備概念股再度受挫,神開股份、大連重工、中信重工跌停。

展望後市,華安證券指出,臨近4月初,海外關税風險持續累積,疊加國內兩會後政策落地節奏和力度仍有待加強,基本面支撐有限,市場繼續維持高位震盪態勢不變。配置上,輪動仍是主旋律,繼續沿着滯升低估方向尋找輪動機會,關注短期有性價比、中長期有戰略價值的銀行、保險,以及有政策催化的醫藥、汽車(不含零部件)、家電(不含零部件)。
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.