A股午評：滬指跌0.39% 超4000股飄綠 工農中建四大行齊創新高
A股主要指數今日集體調整，截至午盤，滬指跌0.39%報3267.58點，深成指跌0.31%，創業板指跌0.4%，北證50指數升1.47%。全市場半日成交額5717億元，較上日縮量639億元，超4000只個股飄綠。
盤面上，銀行股活躍，工農中建四大行齊創歷史新高，機構指對等關税背景下銀行股紅利屬性凸顯；化工股升幅居前，紅寶麗4連板，紅牆股份升停；禮來隔夜大升超14%，刺激部分減肥藥概念股走強，金凱生科一度20CM升停，華東醫藥升超5%；大消費板塊局部活躍，國芳集團11天10板，國光連鎖升停，貝因美跌停；黃金概念股多數低迷，萊紳通靈、登雲股份跌超6%，專家稱金價也可能製造泡沫。
銀行股活躍，工農中建四大行齊創歷史新高
工商銀行、農業銀行、中國銀行、建設銀行、上海銀行、成都銀行紛紛創出歷史新高。
中泰證券認為，對等關税背景下，銀行股紅利屬性凸顯，建議積極關注銀行股的投資價值。該行指出，政策寬鬆加碼，內需領域政策可能對零售信貸需求有提振，降準降息降低銀行資金成本。此外，一季度國債收益率上行的趨勢面臨邊際變化，銀行板塊高股息的性價比提升。兩條投資主線：一是高股息的大型銀行；二是擁有區位優勢、確定性強的城農商行。
另外，瑞銀看好估值不高且股息收益率高的內銀股。預計國有企業銀行首季度收入及税前營運利潤將延續去年第四季度的改善趨勢。
部分減肥藥概念股走強，金凱生科一度20CM升停
金凱生科一度20CM升停，華東醫藥升超5%，德源藥業、昊帆生物升超4%，百花生物、陽光諾和升超3.8%，信立泰、聖諾生物升超2%。
消息面上，禮來公司宣佈其每日口服GLP-1藥物Orforglipron，針對2型糖尿病成人患者實現積極的3期試驗結果。隔夜禮來股價收盤大升超14%。
黃金概念股多數低迷，專家稱金價也可能製造泡沫
萊紳通靈、登雲股份跌超6%，曼卡龍、曉程科技、飛南資源、赤峯黃金、明牌珠寶跌超3%。
消息面上，近期國際金價持續攀升創新高，昨日現貨黃金回落一度失守3290美元。有分析稱，金價狂飆的另一面，是消費市場的理性迴歸。國內黃金飾品銷量經歷萎縮，但“存量黃金贖回潮”卻暗流湧動。
匯管信息研究院副院長趙慶明認為，這一現象折射出投資者對金價波動的預期：“他們正在用腳投票，將黃金從飾品盒搬回銀行賬户”。投機者仍在狂歡。黃金期貨市場上，多空雙方展開搏殺。趙慶明稱，傳統定價模型已失效，機構預測淪為“水升船高”的盲猜遊戲，“一旦金價突破4000美元，我們會見證歷史，也可能在製造泡沫。”
大消費板塊普跌 旅遊、乳業、食品方向領跌
貝因美跌停，騎士乳業跌超8%，麥趣爾跌超7%，品渥食品、三隻松鼠、來伊份大連聖亞、同慶樓跌超6%。
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.
