早盤(pan)滬指小(xiao)幅(fu)低(di)開后(hou)(hou)(hou)再(zai)度反彈,盤(pan)中最高(gao)觸及(ji)3391點(dian),午(wu)(wu)后(hou)(hou)(hou)震(zhen)蕩下行,收盤(pan)跌破(po)10日(ri)線,創業(ye)板指走(zou)勢較弱,早盤(pan)維持(chi)窄幅(fu)震(zhen)蕩,午(wu)(wu)后(hou)(hou)(hou)小(xiao)幅(fu)下行,收盤(pan)跌破(po)10日(ri)線,上證50指數高(gao)開低(di)走(zou),午(wu)(wu)后(hou)(hou)(hou)創日(ri)內新低(di),至(zhi)收盤(pan),兩市跌破(po)10日(ri)線,雙雙放量。
盤(pan)(pan)面上,昨日大(da)漲(zhang)(zhang)(zhang)的(de)(de)乙醇汽油龍(long)頭龍(long)力生物(002604)一字板(ban)(ban)(ban)(ban)開盤(pan)(pan),帶(dai)動(dong)興(xing)化(hua)股(gu)(gu)(gu)份(fen)(fen)(002109)封(feng)死2板(ban)(ban)(ban)(ban),鋰電池板(ban)(ban)(ban)(ban)塊人(ren)(ren)氣(qi)(qi)(qi)不佳,奧特佳(002239)封(feng)板(ban)(ban)(ban)(ban)被砸(za),雅(ya)化(hua)集團(002497)高開低走,該板(ban)(ban)(ban)(ban)塊集體(ti)陷入調(diao)整,證券股(gu)(gu)(gu)早盤(pan)(pan)反(fan)彈(dan)(dan),錦龍(long)股(gu)(gu)(gu)份(fen)(fen)(000712)領漲(zhang)(zhang)(zhang),中房地(di)(di)產(chan)(chan)(000736)封(feng)板(ban)(ban)(ban)(ban),帶(dai)動(dong)地(di)(di)產(chan)(chan)股(gu)(gu)(gu)反(fan)彈(dan)(dan)。石墨烯概念的(de)(de)補漲(zhang)(zhang)(zhang)股(gu)(gu)(gu)中科(ke)(ke)(ke)電氣(qi)(qi)(qi)(300035)封(feng)板(ban)(ban)(ban)(ban),帶(dai)動(dong)石墨烯小幅(fu)反(fan)彈(dan)(dan),貝瑞(rui)基(ji)因(yin)(000710)3天2板(ban)(ban)(ban)(ban),帶(dai)動(dong)基(ji)因(yin)測序概念走強(qiang),旅游概念再(zai)度(du)反(fan)彈(dan)(dan),西藏旅游(600749)領漲(zhang)(zhang)(zhang),富(fu)瀚微(300613)漲(zhang)(zhang)(zhang)停(ting)(ting),科(ke)(ke)(ke)大(da)國(guo)創(300520)早盤(pan)(pan)大(da)幅(fu)拉升(sheng),帶(dai)動(dong)芯(xin)片替代概念股(gu)(gu)(gu)走強(qiang),寧波海運(yun)(600798)盤(pan)(pan)中直線拉升(sheng)封(feng)板(ban)(ban)(ban)(ban),帶(dai)動(dong)港口航運(yun)板(ban)(ban)(ban)(ban)塊反(fan)彈(dan)(dan),午盤(pan)(pan)后艾德生物(300685)回(hui)封(feng)漲(zhang)(zhang)(zhang)停(ting)(ting),衛信(xin)康(kang)(603676)反(fan)抽漲(zhang)(zhang)(zhang)停(ting)(ting),帶(dai)動(dong)次新(xin)(xin)股(gu)(gu)(gu)集體(ti)反(fan)彈(dan)(dan)。但次新(xin)(xin)股(gu)(gu)(gu)資金分歧較大(da),上述次新(xin)(xin)股(gu)(gu)(gu)相繼開板(ban)(ban)(ban)(ban),莊股(gu)(gu)(gu)海鷗(ou)股(gu)(gu)(gu)份(fen)(fen)(603269)盤(pan)(pan)中閃崩跌停(ting)(ting)。近期除權的(de)(de)三圣股(gu)(gu)(gu)份(fen)(fen)(002742)盤(pan)(pan)中大(da)幅(fu)拉升(sheng)封(feng)板(ban)(ban)(ban)(ban),但未能帶(dai)動(dong)填權股(gu)(gu)(gu)人(ren)(ren)氣(qi)(qi)(qi)。疊加新(xin)(xin)能源汽車概念的(de)(de)次新(xin)(xin)股(gu)(gu)(gu)英搏爾(300681)盤(pan)(pan)中大(da)幅(fu)拉升(sheng)至漲(zhang)(zhang)(zhang)停(ting)(ting),地(di)(di)產(chan)(chan)股(gu)(gu)(gu)陽光城(cheng)再(zai)度(du)封(feng)板(ban)(ban)(ban)(ban),帶(dai)動(dong)地(di)(di)產(chan)(chan)股(gu)(gu)(gu)反(fan)彈(dan)(dan)。以鋼鐵,煤炭為(wei)首的(de)(de)周(zhou)期股(gu)(gu)(gu)集體(ti)回(hui)調(diao),拖(tuo)累指數反(fan)彈(dan)(dan)。中科(ke)(ke)(ke)電氣(qi)(qi)(qi)尾(wei)盤(pan)(pan)炸板(ban)(ban)(ban)(ban),石墨烯板(ban)(ban)(ban)(ban)塊再(zai)度(du)回(hui)落。
熱點板塊
易明醫藥(002826)早盤快速漲(zhang)停,帶動(dong)西藏(zang)板塊漲(zhang)幅(fu)居(ju)前(qian),易明醫藥,衛信康,西藏(zang)旅游漲(zhang)停,西藏(zang)藥業(600211)漲(zhang)逾6%,西藏(zang)城投(tou)(600773)漲(zhang)逾5%,西藏(zang)天路(600326)漲(zhang)逾4%。
西(xi)藏旅(lv)(lv)游(you)大幅拉升,帶動旅(lv)(lv)游(you)板塊反彈,西(xi)藏旅(lv)(lv)游(you)漲逾(yu)5%,中國(guo)國(guo)旅(lv)(lv)(601888)漲逾(yu)3%,凱撒旅(lv)(lv)游(you)(000796),西(xi)安旅(lv)(lv)游(you)(000610),眾信(xin)旅(lv)(lv)游(you)(002707)漲逾(yu)2%。
中(zhong)房(fang)地產封板,帶動(dong)房(fang)地產板塊走強(qiang),中(zhong)房(fang)地產,陽(yang)光(guang)城漲停,萬科A,中(zhong)南建設(she)(000961)漲逾7%,海航創(chuang)新(xin)(600555)漲逾6%,藍光(guang)發展(zhan)(600466),哈高科(600095)漲逾5%。
跌(die)幅榜上鋼鐵(tie),稀土(tu)永磁,煤(mei)炭板塊跌(die)幅居前。
消息面上
1、截至9月13日(ri),上(shang)交(jiao)所(suo)融(rong)資(zi)余額報5773.42億元,較(jiao)前(qian)一(yi)交(jiao)易日(ri)增加(jia)23.07億元;深交(jiao)所(suo)融(rong)資(zi)余額報3996.83億元,較(jiao)前(qian)一(yi)交(jiao)易日(ri)增加(jia)10.81億元;兩市合計9770.28億元,較(jiao)前(qian)一(yi)交(jiao)易日(ri)增加(jia)33.87億元,已(yi)經連續13個交(jiao)易日(ri)上(shang)升(sheng),創2016年1月以(yi)來新高。
2、統計局發(fa)言人稱,熱點(dian)城市房價過快上漲(zhang)的(de)勢頭得到了抑制。去庫存進度(du)加快。從供給方來看(kan),近期(qi)一些部(bu)門出的(de)政策,包括租賃住房試(shi)點(dian)等,又(you)會擴大(da)商品房的(de)供應,分流一部(bu)分需求。在(zai)各地區、各部(bu)門的(de)探索努力下,房地產(chan)市場有望保持一個平穩健康發(fa)展態勢。
投資建議
上海(hai)證券基金分析師王博生直言,“創(chuang)藍籌”短(duan)期內(nei)還難以(yi)取(qu)代“漂(piao)亮50”成為A股焦點(dian)。近期市(shi)場(chang)風格輪(lun)動明顯加快(kuai),賺錢效應(ying)相(xiang)對難以(yi)把握,從公募基金持(chi)倉來看,其在(zai)創(chuang)業板(ban)的(de)倉位處于近幾年低點(dian),許多今年表現優秀的(de)“漂(piao)亮50”基金并不(bu)會輕(qing)易放棄自己(ji)的(de)陣地去追逐市(shi)場(chang)短(duan)期波動。況(kuang)且“創(chuang)藍籌”經過(guo)前期的(de)估值(zhi)修(xiu)復(fu)之后已經大(da)幅(fu)超(chao)過(guo)國家隊的(de)持(chi)倉成本,一(yi)旦(dan)宏觀環(huan)境出現變化或者(zhe)企業業績(ji)無(wu)法兌現,或將面臨階段性調整。
中(zhong)證(zheng)(zheng)網(wang)(wang)(wang)(wang)聲明(ming):凡(fan)本網(wang)(wang)(wang)(wang)注明(ming)“來源(yuan):中(zhong)國(guo)(guo)證(zheng)(zheng)券報·中(zhong)證(zheng)(zheng)網(wang)(wang)(wang)(wang)”的(de)所有(you)作(zuo)(zuo)(zuo)品(pin),版權(quan)均(jun)屬于中(zhong)國(guo)(guo)證(zheng)(zheng)券報、中(zhong)證(zheng)(zheng)網(wang)(wang)(wang)(wang)。中(zhong)國(guo)(guo)證(zheng)(zheng)券報·中(zhong)證(zheng)(zheng)網(wang)(wang)(wang)(wang)與(yu)作(zuo)(zuo)(zuo)品(pin)作(zuo)(zuo)(zuo)者(zhe)(zhe)聯合聲明(ming),任何(he)組(zu)織未經中(zhong)國(guo)(guo)證(zheng)(zheng)券報、中(zhong)證(zheng)(zheng)網(wang)(wang)(wang)(wang)以及作(zuo)(zuo)(zuo)者(zhe)(zhe)書面授權(quan)不(bu)得轉載、摘編或利(li)用其(qi)它(ta)方式使用上述(shu)作(zuo)(zuo)(zuo)品(pin)。凡(fan)本網(wang)(wang)(wang)(wang)注明(ming)來源(yuan)非中(zhong)國(guo)(guo)證(zheng)(zheng)券報·中(zhong)證(zheng)(zheng)網(wang)(wang)(wang)(wang)的(de)作(zuo)(zuo)(zuo)品(pin),均(jun)轉載自其(qi)它(ta)媒體,轉載目的(de)在(zai)于更好服務讀者(zhe)(zhe)、傳遞信息之需,并不(bu)代表本網(wang)(wang)(wang)(wang)贊同其(qi)觀點,本網(wang)(wang)(wang)(wang)亦不(bu)對其(qi)真實性負責,持異議者(zhe)(zhe)應與(yu)原(yuan)出(chu)處單位主張權(quan)利(li)。
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