A股收評:滬指3連跌!成交額連續4日破萬億,創新藥、汽車拆解概念大升
A股主要指數今日振盪走低,截至收盤,滬指跌0.18%報3038點,為連續第3日收跌,深證成指跌0.52%,創業板指跌0.64%。近3600股下跌,全天成交10072億元,為連續第4日突破萬億,北上資金淨買入64.22億元。
盤面上,網傳創新藥迎全鏈條政策支持,創新藥板塊領升醫藥股,重組蛋白、CRO及單抗概念等跟升,昭衍新藥、塞隆藥業等多股升停;汽車拆解概念走強,華宏科技升停;貴金屬、黃金板塊走高,金貴銀業升停;近期全國各地賞花遊熱度大升,户外露營概念走高,三夫户外升停;航運港口、環保行業及旅遊酒店等板塊升幅居前。另外,遊戲板塊走低,凱撒文化跌逾6%;飛行汽車板塊回調,金盾股份跌超9%;AIPC、AI手機板塊走弱,龍旗科技跌超6%;HBM概念、短劇概念及MLCC等板塊跌幅居前。
具體來看:
Sora概念跌幅居前,華揚聯眾跌停,國脈文化跌超7%,會暢通訊、當虹科技跌超6%,易點天下、萬興科技等跟跌。
飛行汽車板塊回調,金盾股份跌超9%,中信海直跌超7%,商絡電子、光洋股份等跟跌。
房地產服務板塊走強,我愛我家3天2板,世聯行升超6%,特發服務、新大正、南都物業等跟升。
消息面上,浙江省杭州市今日發佈《關於進一步優化房地產市場調控措施的通知》,通知指出在本市範圍內購買二手住房,不再審核購房人資格。這意味着全國購房者都可以在杭州購買二手房,且不限套數。
有色金屬板塊大升,銅方向領升,北方銅業升停,西部礦業升超8%,銅陵有色、洛陽鉬業、紫金礦業等跟升。
消息面上,週三,芝加哥商品交易所(COMEX)的銅期貨市場迎來了一場大升行情,收盤價創下11個月來的新高。此外近日有媒體稱,中國有色協會召集中國大型煉廠會議,討論當前原料緊張和加工費急速下跌問題,預計可能有涉及聯合減產或協商產能的對外消息。
創新藥股全線走高,首藥控股、泰格醫藥20cm升停,諾思格升超17%,盟科藥業升超12%,昭衍新藥、賽隆藥業升停。
消息面上,網傳一份《全鏈條支持創新藥發展實施方案(徵求意見稿)》的文件,被市場解讀為創新藥行業的重磅利好。
機器人概念表現活躍,富佳股份、越劍智能升停,神州高鐵升超8%,金百澤、固高科技升超7%。
消息面上,明星機器人創業公司Figure發佈了自己第一個OpenAI大模型加持的機器人demo。雖然只用到了一個神經網絡,但卻可以聽從人類的命令,遞給人類蘋果、將黑色塑料袋收拾進框子裏、將杯子和盤子歸置放在瀝水架上。Figure表示,結合OpenAI(的ChatGPT等語言模型),Figure 01現在可以與人類全面對話。
個股異動
此前走勢強勁的工業富聯今早跳空低開,收跌6.16%至22.85元。消息面上,公司昨晚公佈業績顯示,2023年營收4763.4億元,同比下降6.94%;歸母淨利潤210.4億元,同比增長4.82%。據悉,工業富聯各個板塊營收均有下滑,但由於營業成本下降更多,以至各板塊毛利率均有所增加。有分析人士指出,市場對於工業富聯年度的淨利潤預測在230億元到254億元之間,最終業績210億元較預測低約10%。
今日,北向資金淨買入64.22億元,其中滬股通淨買入42.47億元,深股通淨買入21.75億元。
展望後市,多家外資機構表示,當前A股市場格局正在發生積極變化,加之市場估值處於歷史低點,中國資產投資機遇凸顯。高盛近期發佈的3月最新研報稱,高盛研究部觀察到,中國已持續加強上市公司股東派息和回購、投資者保護以及與市場參與者的溝通,決定維持對中國A股的高配評級、對H股的中性評級。瑞銀證券中國股票策略分析師孟磊表示,瑞銀對A股持正面的立場,態度是樂觀積極的,重點的投資主題是“中特估”。
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