收评：A股缩量调整创业板指跌超1% AIGC、Web3.0概念抢眼

来源：金融界

Source: Financial community

　　金融界11月16日消息 周三A股低开后震荡走弱，三大指数在早盘盘中曾冲高回落短暂翻红，午后市场进一步走弱，深成指、创业板指跌超1％，上证50指数相对抗跌。

On November 16, the financial community reported that the tremors of Wednesday's A share were weak, that the three indices had fallen back and down briefly in the early disk, that the market was further weakened in the afternoon, and that the bottom line, the start-up panel, had dropped by more than 1 per cent, and that the 50 index was against each other.

　　截至收盘，沪指跌0.45％，报3119.98点，深成指跌1.02％，报11235.56点，创业板指跌1.19％，报2402.91点，科创50指数跌1.48％，报1036.49点。沪深两市合计成交额9427.07亿元，北向资金实际净买入12.01亿元。两市56股涨停（含ST股），7股跌停。

By the end of the round, the sum of the two cities had fallen by 0.45 per cent, 3119.98 points had fallen by 1.02 per cent, 11235.56 points had fallen by 1.19 per cent, 2402.91 points had fallen by 1.48 per cent, and 1036.49 points had fallen by 50 points. The sum of the sum of $9,42.7 billion had been paid by the two cities, and 1,201 million had actually been purchased from the North.

　　行业板块中，教育、文化传媒、燃气、游戏、石油行业等涨幅居前，光伏设备、能源金属、电池、电源设备、风电设备等跌幅靠前；题材方面，AIGC、Web3.0、NFT概念、虚拟数字人、影视、彩票等概念活跃。

Among the industrial sectors, education, cultural media, gas, games, oil, etc., are at the forefront, with photovoltaic equipment, energy metals, batteries, power supply equipment, wind power equipment, etc. The concepts of AIGC, Web3.0, NFT, virtual digitals, video, lottery, etc. are active.

　　Web3.0概念维持热度，二六三、三湘印象、力盛体育、吉宏股份涨停，福石控股、中文在线跟涨；

The Web3.0 concept maintains heat, two, six, three, three, one, one, one, one, two, six, three, three, one, one, one, one, one, one, two, two, three, three, three, three, three, one, one, one, one, one, one, one, one, one, one, one, one, one, one, one, one, one, one.

　　AIGC概念崛起，中科金财、视觉中国涨停，万兴科技、恒信东方表现出色；

The rise of the AIGC concept, the rise of China, China, China, China and China, the rise of technology and the emergence of the East;

　　军工板块逆势走强，北化股份、同方股份涨停，中船汉光、航天彩虹、亚星锚链、新劲刚、晨曦航空跟随走高；

(a) The military industrial plate was inversely strong, with the Northized shares and the same shares rising and rising, with the China-China ship Hanqing, the space rainbow, the Astro-Star anchor chain, the new force, the early morning air carrier following it;

　　半导体产业链显著降温，睿能科技、中京电子等涨停，紫光国微、江丰电子等领跌；

(a) The semiconductor industrial chain has been significantly cooled, technologically intelligent, electronics such as Chinese and Chinese, etc., have stopped, and so on, have fallen in Uttar Pradesh, Jiang Ton Electronics, etc.;

　　彩票概念活跃，粤传媒涨停，中体产业、鸿博股份、天音控股、安妮股份等跟涨；

(a) The concept of lottery is active, the media has stagnated, the Chinese industry, Hongbo shares, Tianonic shares, Anne shares, etc.;

　　食品饮料板块走高，青海春天涨停，妙可蓝多、甘源食品、千禾味业、嘉必优等涨超5％；

(a) The height of the food and beverage plates, the spring of the Qinghai, which rose by more than 5 per cent to the fine blues, the glycerine, the millet industry, and the Carbo-Yon;

　　尾气处理概念受关注，艾可蓝涨停，奥福环保、凯龙高科等涨超10％；

The tailing treatment concept has received attention, with the Ekolan booming and the Aufunctuation, Kerungoko, among others, increasing by more than 10 per cent;

　　信创概念分化，信雅达、深桑达A涨停，观想科技、新国都等上涨，竞业达跌停；

(a) The concept of innovation has been divided, with the rise of Sinjada, Deep Sanda A, the rise of technology, the emergence of new countries, and the fall of competition;

　　中药股涨跌不一，金花股份、神奇制药、华森制药涨停，众生药业跌停，陇神戎发、大理药业等大跌，以岭药业涨约5％；

(a) The Chinese share of medicines has increased or declined, the gold flower stock, the magic drug, the Watson pharmaceutical industry has risen, the whole pharmaceutical industry has fallen, and the big pharmaceutical industry has fallen, with a rise of about 5 per cent in the ridge drug industry;

　　影视概念震荡上行，北京文化触及涨停，中文在线、平治信息等亦有出色表现；

The concept of visualization went up, the culture of Beijing went up and down, and the Chinese language online, the Parity Information, etc. were outstanding;

　　个股方面，拟与天津力神进行重大资产置换，美利云复牌连续3日涨停；

On the one hand, major asset swaps are proposed with Tianjing, and the US$R card has increased and stopped for three days in a row;

　　拟4.7亿元投建新能源超薄特种电容薄膜项目，华生科技连续两日涨停；

(a) To invest $470 million in a special capacitation film project for new energy sources, with Watson technology rising for two consecutive days;

　　筹划出售房地产开发业务相关资产及负债，鲁商发展涨停；

Planning for the sale of assets and liabilities associated with real estate development operations and the suspension of business development;

　　可能触及重大违法强制退市，*ST金洲连续3日跌停。

It is possible to touch on a major illegal forced exit, *St’s state fell for three days in a row.

　　华龙证券研判，总体来看，沪指上有压力下有支撑在小区间运行的概率较大。操作建议，短期保持偏多思维，高抛低吸，但不宜急于追高。

The Wallonia Securities Study, in general, indicates that there is a high probability that there is pressure to operate in a small area. Operational advice is to keep in mind for a short period of time, tossing and tossing, but not to rush.

　　国海证券提示，需注意板块轮动的格局并未改变，行情能否仍有待观察。因此操作上仍建议保持谨慎，避免情绪化追高。

National maritime securities suggest that attention should be paid to the fact that the pattern of plate rotations has not changed and that it remains to be seen. Operationally, therefore, caution is recommended to avoid emotional uplifting.

　　中信建投证券认为，指数在此区域构筑中长期底部形态是大概率事件，只不过这个底部的构筑不会一蹴而就，而要经过一个震荡反复的过程，这主要是因为各个影响市场的因素均较为复杂，对行情也不会是线性影响，中间难免波折，这仍会形成行情的震荡波动，但这提供的更多是操作上逢低布局的机会。我们后市关注的重点仍是盘面上结构性行情的切换。

In the view of the CSS, the medium- and long-term bottom shape of the index construction in this region is a rough event, except that it will not be built overnight, but rather through a concussional process, mainly because of the complexity of the factors affecting the market, their linear effects, and the inevitable volatility of the middle, which will still create swings, but will provide more of an opportunity to operate in a low layout. The focus of our post-market focus will remain on the shift in structural dynamics on the board.

　　展望四季度剩余时间，东方证券表示，政策助力经济发展，基本面持续向好没有发生变化，资本市场发展基础依然稳固，在疫情及地缘冲突影响下，中国资产必将获得海内外资金追捧，中期依然重点以成长为导向，新能源、医药和硬科技等仍是战略首选。

Looking ahead for the remainder of the fourth quarter, Eastern securities indicate that policy support for economic development continues to remain unchanged, capital market development remains firmly based, and that, with the impact of the epidemic and geo-conflicts, Chinese assets will certainly receive domestic and foreign funding, with a medium-term focus on growth, and new energy, medicine and hard technology remain strategic priorities.