招商银行盘中收复每股净资产优质蓝筹是“A股的希望”？

上游新闻2024-12-30

受招商时隔2年盘中收复每股净资产的提振，周一（12月30日）银行板块以普涨的方式确保上海市场“3连涨”。截至终盘：上证指数收报3407.33点，微涨7.19点，涨幅0.21%；深证成指收报10671.16点，微涨11.18点，涨幅0.10%；中小综指微跌0.31%；创业板综微跌0.35%；科创50微涨0.20%。A股成交金额合计12884.79亿元，比上周五缩小11%。市场人士认为，优质蓝筹是“...

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shares\"?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600036":0.9,"03968":1,"03143":0.6},"content_text":"受招商时隔2年盘中收复每股净资产的提振，周一（12月30日）银行板块以普涨的方式确保上海市场“3连涨”。截至终盘：上证指数收报3407.33点，微涨7.19点，涨幅0.21%；深证成指收报10671.16点，微涨11.18点，涨幅0.10%；中小综指微跌0.31%；创业板综微跌0.35%；科创50微涨0.20%。A股成交金额合计12884.79亿元，比上周五缩小11%。市场人士认为，优质蓝筹是“A股的希望”，投资者应倍加珍惜。【走势】沪市创4个月单日最小振幅当天各大指数开盘11分钟，银行板块急速拉升导致各大题材直线跳水，随即银行板块直线跳水又让各大题材快速回升。不过更多的时间，是银行股为首的优质蓝筹与大多数题材斗法。11点20分后，随着深市的三大综指翻红昙花一现，银行股走势越来越强，最终确保上证指数稳守3400点之上。不过，上证指数全日振幅只有0.53%，为今年8月27日以来的最小纪录。【盘面】招行一度收复净资产银行股群体大受鼓舞通达信统计数据显示：当天A股股票涨跌比例是1322:3956；涨跌幅超过10%的个股比例是35:22；涨跌幅大于5%的个股比例是108:325。盘面看，低估值优质蓝筹股延续大面积普涨格局，尤其是银行保险板块走势强劲。当天，招商银行盘中高见39.80元，高于39.73元每股净资产，是最近2年来首家盘中收复每股净资产的银行股。受此激励，银行指数加权平均涨幅1.09%、算术平均涨幅1.32%。42只银行股无一收跌，常熟银行、长沙银行、渝农商行、民生银行等7股涨幅大于2%，交通银行、农业银行涨幅超过1%。不仅如此，保险板块也受到提振劲升了1.38%，新华保险大涨2.77%领衔。缺乏竞争力的高估值小微盘、小市值、低价股、绩差问题股又一次出现普跌行情。【展望】银行股“大涨小回”低估值蓝筹或有机会转眼间，2024年只剩下最后一个交易日了。那么，A股市场究竟是以退为进，还是在银行股带领下向上突破诱多呢？“银行为首的低估值优质蓝筹有望再上层楼。”富鼎资管经济学家李维夏对上游新闻记者表示，虽然几个综合指数从技术上讲已经不大乐观了，但是在政策面宽松助推高质量发展的大背景下，结构性机会依然是可圈可点的。换个角度考虑，普跌行情说明赚钱效应突出，赚钱效应越是突出，则赚钱机会反而更具确定性。因此，高质量发展除了对新经济蓝筹股构成利好外，直接受益于经济复兴预期的银行板块无疑将延续长期牛市的进程。随着招商银行盘中收复每股净资产，该股正式收复每股净资产也只是时间问题，而这一细节将诱发其他银行股特别是大市值银行股直奔每股净资产而去。所以，纵然有的大盘指数出现了短期甚至中期调整的预期，但银行股特别是头部银行股，却有望迎来“大涨小回”的牛市般上涨势头。（文中观点仅供参考，不构成投资建议，股市有风险，入市须谨慎）上游新闻记者 王也编辑：邓晞    责编：周尚斗,蒋艳     审核：冯飞","kind":"news","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":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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招商银行盘中收复每股净资产 优质蓝筹是“A股的希望”？

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招商银行盘中收复每股净资产优质蓝筹是“A股的希望”？