中證(zheng)網訊(記者 葉濤(tao))7月17日,滬深兩市小幅低開,此后全天維(wei)持窄幅震蕩(dang)態(tai)勢(shi)。至收盤時,上證(zheng)綜指跌0.20%報2931.69點,深成指漲0.20%報9302.00點,創業板(ban)指漲0.32%報1550.22點。
申萬一級行業板塊(kuai)中,今(jin)天僅(jin)有9個板塊(kuai)上(shang)漲(zhang),農林牧漁、電(dian)子、房地(di)產漲(zhang)幅(fu)居前(qian)(qian),分(fen)別為1.19%、1.12%、0.59%;休閑服務、家用(yong)電(dian)器、醫藥生物分(fen)別下(xia)跌(die)0.95%、0.93%、0.43%,跌(die)幅(fu)居前(qian)(qian)。Wind概念板塊(kuai)中,光刻膠(jiao)、豬產業、雞產業漲(zhang)幅(fu)居前(qian)(qian)。
山西(xi)證券認為,短(duan)(duan)期(qi)(qi)內題(ti)材(cai)股的(de)(de)表現勝(sheng)于藍籌。題(ti)材(cai)方(fang)面(mian),科(ke)創板(ban)(ban)(ban)上市交(jiao)易(yi)臨近,科(ke)創板(ban)(ban)(ban)題(ti)材(cai)仍(reng)舊值(zhi)得關注(zhu)。在(zai)估(gu)值(zhi)合理、標的(de)(de)稀缺的(de)(de)情形(xing)下,科(ke)創板(ban)(ban)(ban)公(gong)(gong)司(si)在(zai)短(duan)(duan)期(qi)(qi)內仍(reng)將享受一定的(de)(de)估(gu)值(zhi)溢價。在(zai)主(zhu)板(ban)(ban)(ban)中,投資者(zhe)可(ke)關注(zhu)與(yu)科(ke)創板(ban)(ban)(ban)公(gong)(gong)司(si)體量、業務模式相(xiang)近的(de)(de)上市公(gong)(gong)司(si),在(zai)科(ke)創板(ban)(ban)(ban)公(gong)(gong)司(si)享有高估(gu)值(zhi)的(de)(de)情形(xing)下,這部(bu)分公(gong)(gong)司(si)的(de)(de)估(gu)值(zhi)也有望提升(sheng)。