昨(zuo)日A股市場出(chu)現久違的(de)大(da)小(xiao)盤(pan)股反彈起舞的(de)局面,熱鬧(nao)非凡。上證綜指(zhi)與(yu)創業(ye)板(ban)指(zhi)雙雙大(da)陽線收漲,早盤(pan)銀行、保(bao)險、鋼(gang)鐵等藍籌權重發力,助(zhu)力上證綜指(zhi)收復(fu)3100點,收報1.99%;隨后(hou)次新股再現漲停潮,加上科技(ji)成(cheng)長股午后(hou)崛(jue)起,題(ti)材股全面開花(hua),創業(ye)板(ban)指(zhi)站上1800點整數關口,收盤(pan)大(da)漲3.07%。
業界認為,目前反彈行情熱情洋溢,操作上還需火眼金睛,重點把握具備業績支撐且近期被市場錯殺的個股標的,短期建議重(zhong)點(dian)關注創藍籌(chou)以及芯片、網絡安全、軍民融(rong)合等高科技成(cheng)長(chang)股(gu)回調后(hou)的低(di)吸機會。
權重搭臺題材唱戲
從昨(zuo)天(tian)的盤面走勢來看(kan),上(shang)證(zheng)綜(zong)指在上(shang)證(zheng)50的帶(dai)動(dong)下率先走強,收盤大(da)漲1.99%,重(zhong)回3100點上(shang)方,且量能(neng)放(fang)大(da)至1955億元(yuan),相(xiang)較上(shang)一交易日1579億元(yuan)小幅放(fang)大(da)。權重(zhong)股集體拉升,成(cheng)功(gong)激活市(shi)場做多(duo)情緒(xu)。在次新股、科技成(cheng)長股發威的帶(dai)動(dong)下,題(ti)材股全面開花,創業板指表現更(geng)是后來居上(shang),強勢收復1800點整數關(guan)口并成(cheng)功(gong)站上(shang)年線,收盤大(da)漲3.07%,以光頭長陽領跑兩市(shi)。
A股(gu)(gu)(gu)市場呈現久違的(de)大小(xiao)盤股(gu)(gu)(gu)共(gong)振(zhen)反(fan)彈(dan)行情,個(ge)股(gu)(gu)(gu)普漲。同花順(行情300033,診股(gu)(gu)(gu))統(tong)計顯示,在(zai)昨日可統(tong)計的(de)3259只(zhi)(zhi)(zhi)個(ge)股(gu)(gu)(gu)中,錄得(de)漲幅的(de)個(ge)股(gu)(gu)(gu)有3065只(zhi)(zhi)(zhi),占比達(da)到94%,下跌(die)(die)個(ge)股(gu)(gu)(gu)不足200只(zhi)(zhi)(zhi)。其中漲停(ting)個(ge)股(gu)(gu)(gu)達(da)到87只(zhi)(zhi)(zhi),而跌(die)(die)停(ting)個(ge)股(gu)(gu)(gu)僅有萬豐奧威(wei)(行情002085,診股(gu)(gu)(gu))。
昨日盤面的(de)特點是(shi)權(quan)重搭臺(tai)、題(ti)材(cai)(cai)唱戲,各大板(ban)塊全(quan)線飄紅。權(quan)重藍籌方面,地(di)產(chan)、保險(xian)、證(zheng)券(quan)、鋼(gang)鐵、化工等(deng)板(ban)塊漲(zhang)(zhang)幅(fu)居前(qian),上證(zheng)50成分股(gu)(gu)(gu)(gu)(gu)中(zhong),中(zhong)國太保(行情(qing)601601,診(zhen)股(gu)(gu)(gu)(gu)(gu))(港股(gu)(gu)(gu)(gu)(gu)02601)、新(xin)華(hua)保險(xian)(行情(qing)601336,診(zhen)股(gu)(gu)(gu)(gu)(gu))(港股(gu)(gu)(gu)(gu)(gu)01336)、華(hua)泰證(zheng)券(quan)(601688,診(zhen)股(gu)(gu)(gu)(gu)(gu))、保利(li)地(di)產(chan)(行情(qing)600048,診(zhen)股(gu)(gu)(gu)(gu)(gu))等(deng)漲(zhang)(zhang)幅(fu)均超過4%。題(ti)材(cai)(cai)上次新(xin)板(ban)塊一馬當先,漲(zhang)(zhang)停(ting)潮再度(du)來襲(xi),前(qian)期強勢的(de)明星股(gu)(gu)(gu)(gu)(gu)卷土重來,例如萬興科(ke)技(ji)(行情(qing)300624,診(zhen)股(gu)(gu)(gu)(gu)(gu))、必創(chuang)科(ke)技(ji)(行情(qing)300667,診(zhen)股(gu)(gu)(gu)(gu)(gu))、盤龍藥業(行情(qing)002864,診(zhen)股(gu)(gu)(gu)(gu)(gu))、九典(dian)制藥(行情(qing)300705,診(zhen)股(gu)(gu)(gu)(gu)(gu))、誠(cheng)邁科(ke)技(ji)(行情(qing)300598,診(zhen)股(gu)(gu)(gu)(gu)(gu))等(deng),而華(hua)峰股(gu)(gu)(gu)(gu)(gu)份于昨日實現六連漲(zhang)(zhang)停(ting)板(ban)。
消息面上,政(zheng)治局會議(yi)提(ti)到“要(yao)推動信貸、股(gu)市(shi)、債市(shi)、匯市(shi)、樓(lou)市(shi)健康發展”,這被認為(wei)是刺激股(gu)市(shi)向好的(de)(de)主要(yao)原因之一。湘財證券樊波認為(wei),會議(yi)同時(shi)提(ti)到這五大市(shi)場的(de)(de)名字是前所未有的(de)(de),對股(gu)市(shi)而言這無疑(yi)屬于重大利(li)好。其表示,昨日A股(gu)大漲是短期超跌與(yu)政(zheng)策的(de)(de)疊(die)加(jia)結果,不過要(yao)想徹底反轉(zhuan)并走(zou)出(chu)大牛市(shi)還需時(shi)日,中期來看波段震蕩(dang)格(ge)局還將延(yan)續。
科技股再成明星
在昨日各有精彩的題材概念股中(zhong),大科(ke)技股表現最為亮(liang)眼(yan),再度成為盤中(zhong)明星。
通達(da)信國(guo)產(chan)軟(ruan)件(jian)(880916)板(ban)塊大漲(zhang)5.30%,領(ling)銜(xian)各(ge)大行(xing)(xing)業概念板(ban)塊,芯片、網絡安全、云(yun)算計等也(ye)相繼走強。其中國(guo)產(chan)軟(ruan)件(jian)板(ban)塊中有(you)二三四五(行(xing)(xing)情(qing)002195,診(zhen)(zhen)股(gu)(gu)(gu))、浪潮軟(ruan)件(jian)(行(xing)(xing)情(qing)600756,診(zhen)(zhen)股(gu)(gu)(gu))、中國(guo)軟(ruan)件(jian)(行(xing)(xing)情(qing)600536,診(zhen)(zhen)股(gu)(gu)(gu))、衛寧軟(ruan)件(jian)4只個(ge)股(gu)(gu)(gu)漲(zhang)停;國(guo)產(chan)芯片在盤中崛起,兆日科技(ji)(行(xing)(xing)情(qing)300333,診(zhen)(zhen)股(gu)(gu)(gu))、國(guo)民技(ji)術(shu)(行(xing)(xing)情(qing)300077,診(zhen)(zhen)股(gu)(gu)(gu))、鼎龍股(gu)(gu)(gu)份(fen)(行(xing)(xing)情(qing)300054,診(zhen)(zhen)股(gu)(gu)(gu))封死漲(zhang)停,長電科技(ji)(行(xing)(xing)情(qing)600584,診(zhen)(zhen)股(gu)(gu)(gu))、圣邦股(gu)(gu)(gu)份(fen)(行(xing)(xing)情(qing)300661,診(zhen)(zhen)股(gu)(gu)(gu))、歐比特(行(xing)(xing)情(qing)300053,診(zhen)(zhen)股(gu)(gu)(gu))、高新興(行(xing)(xing)情(qing)300098,診(zhen)(zhen)股(gu)(gu)(gu))等隨之攀升。
公開(kai)交易(yi)信息顯(xian)示(shi),國(guo)民技術昨日得到資(zi)金追捧(peng),龍虎榜資(zi)金凈買(mai)(mai)入(ru)6922萬元,其中華鑫證(zheng)券廣(guang)州大道中證(zheng)券營業部買(mai)(mai)入(ru)5132萬元。
4月(yue)24日,全國信(xin)(xin)(xin)息化和(he)(he)軟件服務業工(gong)作座談會(hui)在(zai)廣西南寧召開。工(gong)業和(he)(he)信(xin)(xin)(xin)息化部副部長陳(chen)肇雄在(zai)會(hui)上強(qiang)調,要(yao)推(tui)動高質量發展作為根本要(yao)求,緊緊圍繞制造強(qiang)國和(he)(he)網絡強(qiang)國戰略目標,扎實做(zuo)好五方面(mian)工(gong)作:一是(shi)持續(xu)推(tui)進兩(liang)化融合創新發展;二是(shi)全力做(zuo)強(qiang)軟件和(he)(he)信(xin)(xin)(xin)息技術服務業;三是(shi)進一步推(tui)進擴大和(he)(he)升級信(xin)(xin)(xin)息消費;四是(shi)加快(kuai)建設(she)工(gong)業互(hu)聯(lian)網平臺體系;五是(shi)全面(mian)提升工(gong)業信(xin)(xin)(xin)息安全保障能力。
受(shou)(shou)中(zhong)興通(tong)訊(行情(qing)000063,診股)(港股00763)事(shi)件影響,業(ye)界人(ren)士均認(ren)為科技成(cheng)長股會是未來主流(liu)品種。財通(tong)證(zheng)券(quan)(行情(qing)601108,診股)表示(shi),中(zhong)興通(tong)訊日前在美遭(zao)制裁,“中(zhong)國(guo)制造2025”戰略中(zhong)重要領(ling)域半導體(ti)市場(chang)的(de)優先、加快發展迫在眉睫,資本市場(chang)為高科技產(chan)業(ye)輸血的(de)呼聲高漲(zhang),國(guo)內(nei)相關產(chan)業(ye)鏈龍(long)頭將(jiang)明顯受(shou)(shou)益。
中(zhong)證(zheng)(zheng)網(wang)(wang)聲明:凡本網(wang)(wang)注明“來源(yuan):中(zhong)國(guo)證(zheng)(zheng)券(quan)(quan)(quan)(quan)報(bao)·中(zhong)證(zheng)(zheng)網(wang)(wang)”的所有作(zuo)品(pin)(pin)(pin),版權(quan)(quan)(quan)均(jun)屬(shu)于中(zhong)國(guo)證(zheng)(zheng)券(quan)(quan)(quan)(quan)報(bao)、中(zhong)證(zheng)(zheng)網(wang)(wang)。中(zhong)國(guo)證(zheng)(zheng)券(quan)(quan)(quan)(quan)報(bao)·中(zhong)證(zheng)(zheng)網(wang)(wang)與(yu)作(zuo)品(pin)(pin)(pin)作(zuo)者(zhe)(zhe)聯合聲明,任何組織未經中(zhong)國(guo)證(zheng)(zheng)券(quan)(quan)(quan)(quan)報(bao)、中(zhong)證(zheng)(zheng)網(wang)(wang)以(yi)及作(zuo)者(zhe)(zhe)書(shu)面授權(quan)(quan)(quan)不得轉(zhuan)載(zai)、摘(zhai)編或利用其(qi)它方式(shi)使用上述(shu)作(zuo)品(pin)(pin)(pin)。凡本網(wang)(wang)注明來源(yuan)非中(zhong)國(guo)證(zheng)(zheng)券(quan)(quan)(quan)(quan)報(bao)·中(zhong)證(zheng)(zheng)網(wang)(wang)的作(zuo)品(pin)(pin)(pin),均(jun)轉(zhuan)載(zai)自其(qi)它媒體,轉(zhuan)載(zai)目的在于更(geng)好服務讀者(zhe)(zhe)、傳(chuan)遞信息(xi)之需(xu),并不代表本網(wang)(wang)贊同其(qi)觀點,本網(wang)(wang)亦不對其(qi)真實性負責,持異議者(zhe)(zhe)應與(yu)原出處單(dan)位主張權(quan)(quan)(quan)利。
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