三大股指午后全線走低 食品飲料板塊大幅回落
9月3日,兩(liang)市股指(zhi)午后震(zhen)蕩下探,截至(zhi)發(fa)稿,滬指(zhi)跌(die)約(yue)0.7%,深(shen)成指(zhi)、創(chuang)業(ye)板(ban)指(zhi)跌(die)近1%。北向(xiang)資金凈流出(chu)逾10億元。
盤面上(shang),農業、軍工、物(wu)流(liu)等板塊大幅下挫(cuo),食(shi)品飲料板塊午(wu)后(hou)跳(tiao)水,千禾味業、中炬(ju)高新、海天味業等大跌逾7%。
山(shan)西(xi)證券指出,市(shi)場(chang)(chang)近(jin)期呈現(xian)明顯的板(ban)(ban)(ban)塊(kuai)快速輪動行情,短期尚(shang)未(wei)見到整(zheng)體市(shi)場(chang)(chang)風格轉變(bian)跡象(xiang)。近(jin)期推薦(jian)板(ban)(ban)(ban)塊(kuai)邊(bian)際變(bian)動較小,持續(xu)重點推薦(jian)板(ban)(ban)(ban)塊(kuai)如光伏、影視(shi)等(deng)漲(zhang)幅(fu)大幅(fu)領先市(shi)場(chang)(chang),相關(guan)(guan)(guan)板(ban)(ban)(ban)塊(kuai)推薦(jian)邏輯不(bu)變(bian),可(ke)關(guan)(guan)(guan)注未(wei)來可(ke)能出現(xian)的回踩介入機會(hui)。中央(yang)深化(hua)改革委員會(hui)本次會(hui)議重點關(guan)(guan)(guan)注糧食(shi)產(chan)業,可(ke)適當關(guan)(guan)(guan)注相關(guan)(guan)(guan)板(ban)(ban)(ban)塊(kuai)。下半年財政(zheng)(zheng)政(zheng)(zheng)策引導下半年拉動基(ji)(ji)建投資(zi),基(ji)(ji)建題材中期或將一定(ding)程度受到資(zi)金關(guan)(guan)(guan)注,適當關(guan)(guan)(guan)注建材、機械、化(hua)工等(deng)基(ji)(ji)建產(chan)業鏈板(ban)(ban)(ban)塊(kuai)。此外,繼續(xu)維(wei)持看(kan)好加速復蘇邏輯下的酒店、交通運輸板(ban)(ban)(ban)塊(kuai)。