A股三大指数早盘涨跌不一,截至午盘,沪指涨0.33%,深成指平收,创业板指跌0.09%,其中沪深两市4828亿元,较上日缩量8亿元。两市超3700只个股上涨,北向资金半日净买入17.94亿元。板块题材上,铜缆、军工信息化、低空经济、华为+特斯拉智驾、以及业绩板块涨幅居前;盐湖提锂、减肥药板、资源股块跌幅居前。
低空经济:中衡设计上演“地天板”,收获连续第六个涨停。带动低空经济板块反复活跃,万安科技、万丰奥威开盘就迅速大长腿涨停。
铜缆高速连接器:板块震荡拉升,吴通控股20cm涨停,胜蓝股份涨超10%,兆龙互连、沃尔核材、创益通、华丰科技等跟涨 。
智能驾驶:概念股表现活跃,神通科技、锐明技术、威帝股份等涨停。
西部:开盘西部建设,新疆交建等高开,现在看低走,资金对新消息刺激不太感冒,市场观望情绪浓厚,存量热点博弈中。
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