A股收評：滬指漲0.43%，黃金、創新藥強勢，“蘇超”概念火爆
6月3日，市場憧憬中美對話，A股三大指數集體收漲。滬指收漲0.43%報3361點，深證成指收漲0.16%，創業板指收漲0.48%。
滬深兩市全天成交額合計11414.1億元，較上一日增量22.31億元。兩市3390股上漲，1782股下跌。
板塊方面，黃金貴金屬股集體強勢，CRO概念、創新藥、銀行股漲幅居前，稀土永磁、數字貨幣概念股活躍，“蘇超”概念股火爆；鋼鐵下挫，汽車整車概念股跌幅居前，白酒、煤炭股走低。
具體來看，
創新藥概念股爆發，舒泰神、華納藥廠、冠昊生物、千紅製藥等多股漲停。消息面上，儘管關稅談判多變，5月至少6家國內創新藥企對外官宣了BD交易訂單，證明對關稅對創新藥企的全球化影響可控。昨日醫藥巨頭百時美施貴寶宣佈與德國生物技術公司BioNTech就新一代抗癌藥物BNT327達成授權協議，交易價值可高達111億美元。
黃金及貴金屬股強勢，西部黃金漲停，曉程科技漲超5%，赤峯黃金、四川黃金漲超4%。消息面上，關稅反覆疊加地緣衝突升溫，國際金價重返3400美元，高盛指出，若貿易摩擦升級至全面對抗，預計2025年末金價或突破4200美元。
遊戲股走強，掌趣科技漲超14%，吉比特漲超7%，巨人網絡漲超6%，電魂網絡、完美世界漲超5%。開源證券指出，多模態模型及Agent的持續更新迭代，及互聯網大廠對AI的持續投入，將推動AI應用在內容創作、商業活動等垂直領域加快滲透，並拉動推理算力需求，AI對於業績的賦能將進一步顯現，建議繼續關注AI產業鏈。
“蘇超”概念火爆，金陵體育20%漲停，恆寶股份3連板，永悅科技、共創草坪、中衡設計2連板。消息面上，江蘇省城市足球聯賽持續升溫，官方數據顯示，從5月10日至5月25日的12場比賽場均觀衆達8798人，超過了今年中甲聯賽的場均6467人。具體場次方面，揭幕戰鎮江VS揚州觀衆人數達到17856人，鹽城VS泰州14898人，無錫VS蘇州11065人，宿遷VS徐州12267人。
鋼鐵股下跌，本鋼板材跌超6%，馬鋼股份跌超4%，新鋼股份、首鋼股份跌超3%。消息面上，特朗普稱6月4日起把進口鋼鐵關稅提高至50%。
汽車整車股走低，江淮汽車跌超7%，上汽集團跌超5%，江鈴汽車跌超3%。此前中汽協指出，一段時間以來，行業盈利水平下降，以無序“價格戰”爲主要表現形式的“內卷式”競爭，是行業效益下降的重要因素。
白酒股下挫，會稽山跌超6%，水井坊跌超3%，五糧液、瀘州老窖等跟跌。中信證券稱，今年以來白酒行業需求持續承壓，但動銷、批價、報表業績等降幅均有一定程度收窄，預計行業已進入逐步築底階段，在頭部酒企主動降速調整後，若未來需求逐步企穩回升，行業有望迎來向上拐點。再考慮到當前頭部白酒公司通過提高分紅率、回購、增持等不斷提升股東回報，增厚投資安全邊際，延續對頭部名酒企業的配置建議。
展望後市，興業證券認爲，短期關稅擾動或衝擊市場及科技風格，但結合交易指標、日曆效應等，科技成長風格已到左側關注時，同時可重視軍工、創新藥等板塊配置機會。
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.
