A股收評：三大指數齊漲，光刻機、電池股火爆，寧王歷史新高！
9月17日，A股三大指數集體收漲，深成指、創業板指創階段新高。
截至收盤，滬指漲0.37%報3876點，深證成指漲1.16%創2022年3月以來新高，創業板指漲1.95%創2022年1月以來新高。
全天成交額2.4萬億元，較前一交易日增量359億元，全市場超2500股上漲，超2700股下跌。
盤面上，中芯國際據報測試中國首款國產DUV光刻機，光刻機板塊走高，波長光電、永新光學等多股漲停，中芯國際創歷史新高；機器人板塊反覆活躍，豐立智能領漲；多元金融板塊拉昇，中糧資本漲停；柔性屏（摺疊屏）概念走強，東睦股份、科森科技等多股漲停；電池板塊活躍，寧德時代創歷史新高；MLCC、風電設備、激光雷達及富士康概念漲幅居前。另外，貴金屬板塊走低，西部黃金跌逾5%；預製菜概念下挫，三江購物跌逾9%；統一大市場板塊走弱，華光源海領跌；旅遊酒店、商業百貨及豬肉概念等跌幅居前。
具體來看：
光刻機、半導體芯片股股大漲，波長光電、奧普光電、永新光學漲停，賽微電子漲超8%，中芯國際大漲近7%。消息面上，有報道援引知情人士透露，中芯國際正在測試由上海初創公司宇量升製造的首款國產深紫外光刻機（DUV光刻機）。
電池股漲幅居前，豪鵬科技、蔚藍鋰芯漲停，寧德時代大漲6.7%，再創歷史新高。大摩認爲，寧德時代核心競爭力太強，明年產能將達1TWh，儲能潛力大。該行維持寧德時代"增持"評級，目標價425元人民幣，基於2026年預期EBITDA的15倍EV/EBITDA估值，較目前有20%的上漲空間。
遊戲股上漲，愷英網絡漲超9%，巨人網絡、迅遊科技、神州泰嶽漲超4%。
貴金屬走低，西部黃金跌超5%，赤峯黃金、曉程科技跌超3%，中金黃金、湖南黃金等收跌。分析師認爲，黃金目前處於超買狀態，可能出現5%-6%的回調，但這將爲投資者提供買入機會。受美聯儲降息預期、地緣政治緊張及央行強勁需求等因素支撐，黃金有望在2026年突破4000美元大關。同時，在黃金帶動和自身工業需求推動下，白銀價格也同步走高。
影視院線概念股下跌，幸福藍海跌超7%，中國電影跌超6%，中視傳媒、北京文化、華誼兄弟等下跌。
養殖業、豬肉等概念股下挫，天域生物跌超5%，曉鳴股份跌超3%，牧原股份跌超2%。消息面上，生豬產能調控企業座談會9月16日在北京召開，會上談及控制母豬產能等內容。據悉，有牧原股份、溫氏股份等多家企業參會，會上還提到了落實生豬出欄稱重等內容。
展望後市，興業證券表示，美聯儲即將召開9月議息會議，有望開啓新一輪降息週期。從歷史來看，美聯儲“預防式降息”和“衰退式降息”對於大類資產價格的指引有所不同。
預防式降息後A股受益於流動性寬鬆和風險偏好提振上漲，行業層面TMT等科技板塊以及食品飲料、社會服務、美容護理、醫藥生物等消費核心資產佔優。
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.
