A股收評:三大指數震盪收跌,創新藥集體活躍,大金融回調
7月16日,滬指收跌0.03%報3503點,深證成指收跌0.22%,創業板指收跌0.22%。
全天成交1.46萬億元,較前一交易日縮量1733億元,全市場近3300股上漲。

盤面上,創新藥板塊走強,機器人執行器板塊活躍,肝素、肝炎概念走高,減肥藥、盲盒經濟、教育及汽車零部件等板塊漲幅居前。
另外,鋼鐵板塊普跌,PCB板塊走低,有機硅板塊調整,能源金屬、稀土永磁及保險等板塊跌幅居前。

具體來看:
創新藥集體活躍,哈三聯、潤都股份、奧賽康、萬邦德、麗珠集團、千紅製藥等多股漲停。近期,經國務院同意,國家醫保局聯合國家衛生健康委出臺《支持創新藥高質量發展的若幹措施》,提出5方面16條措施,主要包括:(1)加大創新藥研發支持力度;(2)支持創新藥進入基本醫保藥品目錄和商業健康保險創新藥品目錄;(3)支持創新藥臨牀應用;(4)提高創新藥多元支付能力;(5)強化保障措施。

英偉達概念延續漲勢,中電港2連板,鴻博股份漲停,寒武紀漲近5%。消息面上,今日英偉達黃仁勳出席第三屆鏈博會並在開幕式上致辭。他表示,世界上50%的人工智能研究人員都在中國,中國AI產業充滿活力,中國AI模型也是“世界級”的。AI的下一波浪潮將是機器人系統。此前,他宣佈H20將恢復在華銷售。

機器人概念股走強,上維新材、電光科技、福達股份、浙江榮泰、豪能股份等多股漲停。消息面上,在國務院新聞辦公室舉辦的“新徵程上的奮鬥者”中外記者見面會上,杭州宇樹科技股份有限公司創始人兼首席執行官王興興表示,今年宇樹科技機器人的出貨量相對於去年有明顯的增長。

教育股上漲,豆神教育漲超4%,中國高科、學大教育漲超3%,科德教育漲超2%。

汽車零部件概念股上揚,長源東谷、動力新科、嶸泰股份、福達股份、浙江榮泰等多股漲停。

遊戲股走低,冰川網絡、ST華通跌超5%,巨人網絡、星輝娛樂跌超2%。

大金融走低,銀行、保險、證券股下跌,廈門銀行、齊魯銀行、新華保險跌超2%。貴陽銀行、中國人保、廣發證券等紛紛跟跌。



個股方面,A股年內最大IPO企業華電新能今日正式上市。
N華新(600930.SH)今日高開高走,兩度觸發臨停,盤中一度大漲219.81%至10.17元,市值達4166億元。截至收盤,漲125.79%報7.18元,總市值2941.57億元。

展望後市,中信建投證券認爲,“上臺階”行情有望延續。流動性充裕疊加市場情緒升溫,推動A股“上臺階”。外部環境也較爲有利,積極情緒或蔓延至A股。
接下來,繼續維持戰略樂觀判斷,目前海內外宏觀環境、市場風險偏好和新賽道結構性景氣均出現積極信號,預計市場有望進一步“上臺階”。
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