A股收評:科創50大升近6%,成交額時隔兩個月破2萬億元,算力、液冷服務器領跑
今日,A股主要指數集體走高,截至收盤,滬指升0.85%報3379點,深證成指升1.82%,創業板指升2.51%,科創50指數升5.97%。

全天成交2.23萬億元,為時隔兩個月以來首次突破2萬億元,較前一交易日增量4396億元,全市場超2800股上升,近2400股下跌。
盤面上,IPv6板塊走高,神州泰嶽等多股升停;液冷服務器概念走強,方盛股份等近二十股升停;工信部開展算力強基揭榜行動,算力概念掀升停潮,寒武紀等二十餘股升停;國資雲概念拉昇,鋭捷網絡20%升停;騰訊雲、電源設備、數據中心及AI芯片等板塊升幅居前。
另外,貴金屬、黃金板塊下挫,赤峯黃金領跌;銀行板塊普跌,江蘇銀行等多股跌超2%;珠寶首飾、石油行業及紡織服飾等板塊跌幅居前。
具體來看:
液冷服務器板塊領升,申菱環境、潤澤科技、朗威股份20CM升停,川環科技、曙光數創、中金環境升超10%,川潤股份、中鼎股份、新時達、冰輪環境、科士達、銀輪股份、英維克等升停,高瀾股份升超8%。

算力股大升居前,奧飛數據20CM升停,億田智能升超17%,弘信電子升超13%,雲天勵飛、神州泰嶽、杭鋼股份、拓維信息、潤健股份等多股升停,東方國信、恒信東方、協創數據升超8%,浪潮信息、朗科科技升超6%,

消息面上,阿里巴巴Q3業績及資本支出大超預期。阿里雲收入重回雙位數增長,增幅創約兩年以來最大,AI相關產品收入連續六季度保持三位數增長。阿里季度資本開支達317.75億元,環比大增80%。集團首席執行官吳泳銘表示,未來三年,集團在雲和人工智能的基礎設施投入將超越過去10年的總和。
電信股走高,中國聯通、中國電信升停,雙雙創歷史新高,中國移動升近4%。

人形機器人板塊繼續表現活躍,杭齒前進8連板,雷賽智能3天2板,夏廈精密2連板,江蘇雷利20CM升停,三豐智能升超11%,億嘉和、鳴志電器、盛通股份、華勤技術升停,世運電路、智微智能升超7%,長盈精密升超4%。

芯片概念股走強,國民技術、寒武紀、翱捷科技20CM升停,海光信息升超15%,東芯股份升超14%,芯朋微升超12%,紫光股份、偉測科技升停,兆易創新升超7%,燦芯股份、芯原股份升超6%。

黃金股領跌,赤峯黃金、西部黃金、中金黃金跌超3%,湖南黃金、曉程科技升超2%。

銀行股走弱,渝農商行、江蘇銀行、工商銀行、北京銀行跌超2%,農業銀行、中國銀行、建設銀行跌超1%。

展望未來,信達證券認為,3月兩會後到4月中,開春後的經濟數據、盈利一季報數據開始逐步披露,機構型資金不一定再侷限於成長主題,可能開始基於高頻盈利數據佈局,部分價值板塊也有補升機會。
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