发生了什么？港股突然跳水 A股也被带偏！

券商中国2023-01-12

节前的市场总是不太稳定！　　今天上午，港股市场一度有不错涨幅，隔夜恒指期货和A50表现也相对强劲。然而，10点50分左右，港股市场突然跳水，之前表现较为突出的恒生科技指数跌幅快速扩大至2%以上。　　A股市场也被带偏，早盘相对偏强的沪深300亦跟随杀跌，除创业板之外的各大指数集体调整。因中航电测收购成飞集团，此前预期强烈的两大热门股成飞集成和贵航股份开盘即被封死跌停板。　　港股跳水究竟所为何事？分析...

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Amy_yu
2023-01-16
Amy_yu
谁会错了意？谁表错了情？

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Hong Kong stocks suddenly dived, and A shares were also biased!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"513600":0.6,"01024":1,"00700":1,"09988":1,"02833":0.6,"MCHmain":0.6},"content_text":"节前的市场总是不太稳定！　　今天上午，港股市场一度有不错涨幅，隔夜恒指期货和A50表现也相对强劲。然而，10点50分左右，港股市场突然跳水，之前表现较为突出的恒生科技指数跌幅快速扩大至2%以上。　　A股市场也被带偏，早盘相对偏强的沪深300亦跟随杀跌，除创业板之外的各大指数集体调整。因中航电测收购成飞集团，此前预期强烈的两大热门股成飞集成和贵航股份开盘即被封死跌停板。　　港股跳水究竟所为何事？分析人士认为，主要有三个原因：一是近期港股涨幅比较大，较为充分地反映了平台公司的利好预期。而随着春节长假临近，许多资金需要避险，特别是杠杆资金(其中包括不少利用恒生指数系列做两融绕标的资金)这个时候要撤离。而且，今天上午，南向资金也出现了兑现操作；二是外围出现新变数，美日峰会前传出不利消息。　　那么，此次调整究竟是反弹终结，还是向上趋势当中的一朵小浪花呢？　　突然跳水 　　今天上午，港股市场突然跳水！哔哩哔哩-W(09626.HK)跌6.80%、快手-W(01024.HK)跌5.80%、万国数据-SW(09698.HK)跌4.64%、阿里巴巴-SW(09988.HK)跌3.54%、腾讯控股(00700.HK)跌3.53%。恒生科技一度由上涨超1%到杀跌2%。恒生指数、国企指数亦皆由涨转跌。　　A股市场上午亦被带偏。截至午间收盘，沪指跌0.23%报3154.71点，深成指微跌0.03%，创业板指涨0.22%，两市合计成交4232亿元。盘面上看，航空、汽车板块拉升走高，工业母机、特高压、智能电网概念表现活跃；地产、酿酒、旅游、食品饮料、零售、农业、煤炭、金融等板块走弱。　　值得注意的是，北上资金今天还在持续买入。今天上午净买入金额超过40亿元。　　那么，究竟是何缘故跳水？分析人士认为，主要有两个原因：　　首先，港股近一段时间涨幅较大，不少资金有兑现需求，所以今天也可以看到南向资金兑现的情况。而且临近春节，不少杠杆资金需要撤离，这其中包括一些通过恒生系列ETF做两融绕标的资金。因此，我们最近可以看到，恒生系列ETF的表现要明显弱于指数表现。许多ETF呈现缩量连续走阴线的走势。这个现象在春节之后大概率会要出现逆转。　　其次，外围也出现了一些变数。　　据路透社消息，日本首相岸田文雄将于周五 (13 日) 将于华府与美国总统拜登会谈，预计将商讨两国共同安全及全球经济议题，还可能讨论对中国半导体出口的管制，凸显日美联盟的重要性。一名美国官员向《路透社》透露，两人会谈可能讨论对中国的半导体出口管制等议题，两国正就此议题密切合作，即便两国法律结构有所不同，但对此有相同愿景。美日皆支持希望越多的其他国家和重要参与者加入，有效实现围堵中国半导体芯片发展。 　　另据共同社1月12日报道，日美外交消息人士11日透露，日本首相岸田文雄和美国总统拜登13日将在华盛顿举行首脑会谈，拟就加强核能发电和液化天然气(LNG)等能源领域合作达成共识。将在包括半导体、人工智能(AI)、量子等最尖端技术在内的经济安保领域扩大合作。会谈结束后，预计将发表写入强化日美同盟的联合文件。 　　那么，市场影响究竟有多大呢？分析人士认为，由于避险情绪存在，节前的市场大概率会处于缩量盘整的状态。若春节期间外围环境尚可，节后市场看涨的可能性依然较高。近一段时间，整个市场虽然有所反弹，但并未完全反映2023年的向好预期，其主要原因也是离春节长假太近。　　两大热门股遭遇黑天鹅 　　值得注意的是，市场上今天有两大热门股遭遇黑天鹅！分别是成飞集成和贵航股份。这两只股票开盘即封死跌停。　　这两只股票突然跌停，主要原因还是缘于昨晚一件大事：中航电测1月11日晚公告，公司拟以向航空工业集团发行股份方式购买其持有的成飞集团100%股权，公司股票自1月12日(星期四)开市时起开始停牌。　　据官网介绍，航空工业成都飞机工业(集团)有限责任公司(简称航空工业成飞)，创建于1958年，是我国航空武器装备研制生产和出口主要基地、民机零部件重要制造商，国家重点优势企业。　　航空工业成飞积极践行“航空报国，航空强国”理念，在军机方面，研制生产了歼5、歼7、枭龙、歼10 等系列飞机数千架，歼-10飞机荣获国家科技进步奖特等奖；国外军机用户达十多个国家。在民机方面，与成飞民机公司一道承担了大型客机C919、新支线客机ARJ21、大型水陆两栖飞机AG600机头的研制生产；是国际一流的民机大部件供应商，累计生产交付民机转包产品一万多架份。歼20亦由该集团设计研制。　　市场预期，成飞的市值将达2000亿元，2023年预计40亿净利润左右，包含五代机、六代机、国内军品无人机、军贸有人机，具备短中长期潜力。按目前权重规则计算，预计将占指数权重10%，军工将迎来权重龙头，行业级beta或将出现。此前，市场预期成飞集团借壳成飞集成或贵航股份的概率最大，所以这两只股票此前表现也较为扛跌，一度成为市场的执热门股。如今，成飞集团另嫁他人，上述两家公司股价黯淡也就在情理当中了。所以说，无论是个股，还是大市，预期打得太满终究不是什么好事情。（文章来源：券商中国）","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":626325258,"gmtCreate":1673853295374,"gmtModify":1673853297574,"author":{"id":"3570494817142788","authorId":"3570494817142788","name":"Amy_yu","avatar":"https://static.tigerbbs.com/28acb28b857bde451b1407836a3df85c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3570494817142788","authorIdStr":"3570494817142788"},"htmlText":"谁会错了意？谁表错了情？","listText":"谁会错了意？谁表错了情？","text":"谁会错了意？谁表错了情？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626325258","repostId":2302856522,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2302856522"}