You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
A股收評:滬指縮量跌0.6%,醫藥股逆勢大漲,科技股領跌兩市
格隆匯 03-24 15:15

今日,三大指數齊跌,滬指結束六連升,收跌0.63%報3250點,深成指跌0.83%,創業板指跌0.36%。兩市940股上漲,3660股下跌,成交額9200億,北上資金淨賣出1.27億。

盤面上,行業板塊多數下跌,科技股領跌兩市,氮化鎵、數字貨幣、汽車芯片等概念大跌靠前;白酒股“全軍覆沒”,山西汾酒跌逾3%。醫藥股現漲停,CXO概念暴漲,藥明康德漲6%,仿製藥、疫苗、新冠藥概念大漲靠前;染料概念午後直線拉昇,潤土股份漲超6%;稀缺資源、磷化工、氟化工等概念活躍。

具體來看:

醫藥相關板塊表現強勢,CRO概念股領漲兩市,聖諾生物漲近14%,義翹神州、富祥藥業漲超11%,太龍藥業、亞太藥業漲停,凱萊英、蔚藍生物漲超7%,九洲藥業、康龍化成漲超6%。

中藥板塊走強,葫蘆娃、華森製藥、精華製藥、盤龍藥業、華神科技漲停,萊茵生物、粵萬年青漲超6%。

消息面上,多地中藥材種植合作社及貿易商透露,今年中藥材種植面積較過去兩年出現明顯下降,幅度約為三成左右,主要原因:一是因為部分土地復耕種糧,另一方面則是因為中藥材種植行業技術門檻較高和藥農人數降低。

貴金屬板塊漲幅居前,山東黃金漲超7%,銀泰黃金漲超6%,赤峯黃金漲超5%,西部黃金、中金黃金漲超2%,湖南黃金漲超1%。

大華銀行市場策略主管Heng Koon How表示:“對滯漲的擔憂加劇,加上避險資金強勁流入,已成為金價的主要驅動因素,減弱了美聯儲加息預期的負面影響。”

數字貨幣板塊繼續下挫,恆寶股份跌超9%,天喻信息跌超8%,楚天龍、新開普跌超7%,翠微股份、華虹計通、華揚聯眾跌超6%。

房地產服務走弱,我愛我家跌超6%,世聯行跌超4%,國創高新、南都物業跌超3%,招商積餘跌超2%。

個股方面,中興通訊繼昨日漲停後,今日集合競價大幅高開9.66%,隨後低走,最終收漲2.42%,報26.62元,總市值1260億元。

中國移動盤中大漲超6%,股價創上市以來新高,現漲3.41%報66.75元,總市值14260億元。中國移動昨日發佈2021年年度報吿,實現營業收入8482.58億元,同比增長10.4%,增速創十年新高;歸母淨利潤1159.37億元,同比增長7.5%;基本每股收益5.66元。公司2021年全年現金分紅佔股東應占利潤比例為60%。

北向資金方面,北上資金淨流入32.36億元,其中滬股通淨流入26.96億元,深股通淨流入5.4億元。

展望未來,中信證券認為,在內外部焦慮因素的疊加影響下,短暫極端情緒的脈衝式宣泄結束後,A股市場將回歸基本面邏輯驅動的常態。建議繼續緊扣“穩增長”主線,重點圍繞“兩個低位”均衡佈局,具體包括:1)基本面預期處於相對低位的品種,重點關注受成本問題壓制的中游製造在商品價格見頂後的配置機會,如智能汽車及零部件、光伏風電設備等,基本面預期仍處於低位的航空和酒店;2)估值處於相對低位的品種,建議關注地產信用風險預期緩釋後的優質開發商、建材和家居企業,現金流明顯改善的通信運營商,新基建領域的智能電網及儲能和受益“東數西算”的數據中心和雲基礎設施,具備新材料等新業務發力能力的精細化工企業。此外,近期可重點關注一季報有望超預期品種,建議聚焦在前兩月披露經營數據較好的鋰電、光伏、半導體、白酒、中藥、建築板塊。

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 this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.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.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account