A股收評：滬指創年內新高，大金融狂歡，軍工、芯片齊飛！
6月25日，A股延續前兩日漲勢。
滬指3連升，收漲1.04%報3455.97點，創2024年12月12日以來新高；創業板指收漲3.11%，深證成指收漲1.72%；上證50、滬深300、北證50、科創50指數均漲超1%。
滬深兩市全天成交額合計16027.88億元，較上一日增量1881.74億元。3916股上漲，1284股下跌，80股漲停，7股跌停。
板塊方面，大金融板塊掀漲停潮，炒股軟件、金融科技、券商、保險、銀行均有表現；航母、軍工信息、穩定幣、跨境支付、數字貨幣漲幅居前，油氣開採、天然氣、航運板塊跌幅居前。
具體來看：
大金融繼續發力，券商板塊大爆發，國盛金控、湘財股份2連板，東方財富、天風證券漲停。消息面上，央行等六部門聯合印發《關於金融支持提振和擴大消費的指導意見》指出，健全投資和融資相協調的資本市場功能，推動中長期資金入市，促進資本市場穩定發展。另外，國泰君安國際正式獲香港證監會批準，將現有證券交易牌照升級爲可提供虛擬資產交易服務。
地面兵裝、航天航空、軍工電子等板塊大漲，北方長龍、中兵紅箭、長城軍工、中天火箭等多股漲停。消息面上，我國將於9月3日上午，在北京天安門廣場舉行抗日戰爭暨世界反法西斯戰爭勝利80週年大會，包括檢閱部隊。
半導體板塊走強，泰凌微、臺基股份漲停，納芯微漲超7%，中芯國際漲超3%。消息面上，隨着原廠相繼宣佈停產DDR4內存，市場掀起搶購潮。申萬宏源研報指出，三大原廠停產推動DDR4價格持續上行，國內存儲產業鏈有望受益。
油氣股延續跌勢，準油股份跌停，貝肯能源跌超9%，通源石油、中曼石油跌超6%。消息面上，伊以全面停火預期之下，中東地緣局勢降溫，原油系再次下挫。國際原油期貨價格大幅下跌，WTI和布倫特原油期貨分別下跌超過6%。
航運港口板塊下挫，寧波海運跌超9%，南京港跌超6%，鳳凰航運、興通股份得超4%，招商南油跌超3%。此前伊朗威脅關閉霍爾木茲海峽導致運價飆升，不過日前伊以衝突宣告結束，地緣風險溢價持續擠出。
展望後市，外資巨頭集體唱多中國資產。高盛維持對A股和港股的超配建議，預計滬深300目標點位爲4600點，MSCI China目標點位爲84點，隱含約10%的上行空間。
摩根大通指出，目前全球長期結構性趨勢之一是技術，而中國在許多技術領域處於領先地位，抓住這其中機遇可能是個好決策。全球投資者正越來越關注中國的創新和主導地位。
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.
