A股收評：滬指震盪反彈升0.31%，兩市近3000股上升，煤炭領跌週期股
A股三大指數升跌互現，滬指升0.31%報3056.07點；深證成指升0.17%，創業板指跌0.22%。兩市近3000股上升，全天成交8934億元，北上資金淨賣出超21億元。
盤面上，鴻蒙概念活躍，九聯科技、軟通動力20cm升停，傳智教育2連板；汽車整車板塊走高，海馬汽車、江鈴汽車升停；券商板塊普升，中金公司升超8%；計算機應用、非金屬材料等板塊升幅居前。煤炭板塊領跌，雲煤能源跌停；燃氣板塊走低，東方環宇跌約3.5%；鋼鐵板塊普跌，本鋼板材跌超4%；貴金屬、環保等板塊跌幅居前。
具體來看：
華為鴻蒙概念股掀升停潮，九聯科技、思特奇20cm升停，延華智能、達華智能、傳智教育、吉大正元等多股升停。
消息面上，華為宣佈與美團以HarmonyOS為基礎進行產業創新、技術應用、商業發展等方面展開全面合作，全力支持美團啟動開發鴻蒙原生應用工作。據瞭解，自9月25日華為宣佈全新HarmonyOS NEXT蓄勢待發、鴻蒙原生應用全面啟動以來，已有金融、旅行、社交等多個領域的企業和開發者陸續宣佈加入鴻蒙生態。
先進封裝概念表現活躍，皇庭國際6連板，文一科技12天7板，同興達、至正股份升停，矩子科技升超7%。
消息面上，繼英偉達10月確定擴大下單後，蘋果、AMD、博通、邁威爾等重量級客户近期也對台積電追加CoWoS訂單。台積電為應對上述五大客户需求，加快CoWoS先進封裝產能擴充腳步，明年月產能將比原訂倍增目標再增加約20%。
腦機接口概念震盪走強，南京熊貓升停，東方中科升超6%，中科信息、佳禾智能跟升。
汽車整車板塊午後走強，江鈴汽車、海馬汽車升停，長安汽車、金龍汽車升超3%，福田汽車、江淮汽車、眾泰汽車紛紛上升。
券商板塊普升，中金公司升超8%，東興證券、中國銀河升超4%，信達證券升3.91%，財達證券、東吳證券、中銀證券、中信建投跟升。
消息面上，中金公司、銀河證券此前發佈公吿稱，目前不存在併購的事宜，也不存在應披露未披露的事項。
煤炭開採及加工板塊跌幅居前，雲煤能源跌停，安泰集團跌3.36%，安源煤業、恒源煤電、鄭州煤電跌超2%。
燃氣股走低，東方環宇跌3.48%，成都燃氣、長春燃氣、德龍匯能、皖天然氣等紛紛下跌。
鋼鐵板塊普跌，本鋼板材跌超4%，安陽鋼鐵、武進不鏽、三鋼閩光、凌鋼股份跌超2%，寶鋼股份、久立特材、華菱鋼鐵跟跌。
北向資金全天淨賣出21.09億元，其中滬股通淨賣出16.84億元，深股通淨賣出4.25億元。
展望後市，海通策略認為，11月8日再融資新規出台後，A股20%的公司因破發破淨而不得再融資，9%的公司因連續虧損而被限制融資間隔期。過去融資和減持是A股資金主要流出項，8月以來資金流出放緩，資本市場呵護政策的效果初現。歷史上A股年內至少有2波行情，今年歲末年初行情可期，結構上重視銀行券商、科技成長，醫藥具備配置價值。
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