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A股收評:滬指窄幅震盪跌0.07%,電力、鈦白粉、CPO板塊集體上漲

4月25日,A股三大指數小幅震盪,截至收盤,滬指跌0.07%,深成指漲0.39%,創業板指漲0.59%。全天成交1.14萬億元,較前一交易日縮量19億元;全市場超2800只個股上漲。

盤面上,電力板塊維持強勢,湖南發展等多股漲停;鈦白粉板塊走高,天原股份逼近漲停;旅遊酒店板塊震盪上行,三峽旅遊、天府文旅雙雙漲停;CPO、雲計算、AI醫療板塊漲幅居前。另一方面,貴金屬板塊回落,西部黃金領跌;乳業股走低,貝因美尾盤跌停;跨境支付、創新藥、寵物經濟、豬肉股跌幅居前。

具體來看:

電力板塊延續活躍,九洲集團20CM漲停,華銀電力、長源電力、西昌電力、明星電力等10CM漲停,樂山電力漲超7%。

旅遊及酒店板塊上漲,天府文旅、三峽旅遊漲停,衆信旅遊、西安旅遊漲超5%,桂林旅遊、南京商旅漲超4%,凱撒旅業、雲南旅遊、九華旅遊、西安飲食、黃山旅遊跟漲。

鈦白粉概念活躍,天原股份漲停,振華股份漲超7%,惠雲鈦業漲超2%,金浦鈦業、中核鈦白、龍佰集團紛紛上漲。

CPO概念震盪走高,仕佳光子漲超18%,邁信林、源傑科技漲超7%,太辰光漲超6%,博創科技、新易盛漲超5%,中際旭創、華豐科技、劍橋科技漲超4%。

貴金屬板塊跌幅靠前,西部黃金、曉程科技跌超4%,四川黃金、赤峯黃金、湖南黃金、山東黃金、恆邦股份下跌。

創新藥板塊多數調整,江蘇吳中跌停,苑東生物、華納藥廠跌超10%。

乳業板塊普跌,貝因美尾盤跌停,騎士乳業跌超8%,麥趣爾、莊園牧場跌超6%,西部牧業、陽光乳業、三元股份、天潤乳業跟跌。

跨境支付板塊亦表現落後,新晨科技跌超12%,青島金王跌超9%,飛天誠信跌超7%,高偉達、拉卡拉、四方精創、南天信息紛紛下跌。

展望後市,財信證券指出,4月中下旬,市場將面臨財報集中披露期考驗,同時國內政策、海外關稅談判也將影響市場走勢,預計市場將進入窄幅波動階段,操作層面保持適當謹慎,短期以控制倉位爲主,靜待市場指數企穩,可適當關注業績有望高增長的領域、低位的高股息防守板塊、受益擴內需的消費板塊、避險的貴金屬板塊。此外,中國科技股中長期向上邏輯基本確定,中期可關注科技股的低吸機會:①業績有望高增的方向;②高股息板塊;③政策支持的擴內需方向;④貴金屬板塊。

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