12月30日,2022年最后一个交易日,A股三大指数收盘涨跌不一,WEB3.0概念股集体大涨。据Wind数据,截至收盘,上证指数涨0.51%,报3089.26点;深证成指涨0.18%,报11015.99点;创业板指跌0.11%,报2346.77点。北向资金全天净流入0.93亿元。
On 30 December, , on the last day of the 2022 transaction, the concept unit increased collectively . According to Windows data, the
申万一级行业中,传媒、农林牧渔、交通运输等板块涨幅居前,有色金属、医药生物、电子等板块跌幅居前。 The media, agro-forestry and fisheries, transport, etc., are among the first industries to increase, while non-ferrous metals, medicinal organisms, electronics, etc., are the first to fall. 概念板块中,WEB3.0、AIGC、抖音平台等板块涨幅居前,新冠特效药、医药电商、锂电负极等板块跌幅居前。 Among the conceptual plates, WEB 3.0, AIGC, shivering platforms, etc., were the first to increase, and new coronary special effects, pharmaceutical electricians, lithium negative electrodes, etc. 配置上,财信证券建议依次关注以下三个板块:一是低估值蓝筹板块,随着地产基本面企稳,预计金融和地产产业链等蓝筹标的业绩将企稳,估值迎来修复;二是业绩边际改善板块,未来1-2个季度,疫后复苏的线下可选消费及出行板块、国防军工、建筑装饰、商贸零售、机械设备、TMT的业绩边际改善幅度或最大;三是估值合理的赛道股,关注业绩高增长且估值合理的医药、 信创板块。 In terms of configuration, the FCS proposal focuses, in turn, on the following three sections: one is a low-valued blue-finding block, which, with the stability of the property base, is expected to stabilize the performance of the financial and property industry chains, and the valuation is expected to be restored; the other is a marginal performance improvement plate, which in the next 1-2 quarters will result in a post-epidemic recovery of off-line consumption and movement panels, defence force workers, building decorations, retail trade, mechanical equipment, TMT performance marginal improvement or maximum; and the third is a reasonably valued track unit, which is concerned with high performance growth and a reasonable valuation of the pharmaceutical, letter-making plates. 来源:中国证券报·中证网 作者:田鸿伟 Source: Chinese Stock Exchange. 免责声明:文章中操作建议仅代表第三方观点与本平台无关,投资有风险,入市需谨慎。据此交易,风险自担。 Disclaimer: The operational recommendation in the article represents only a third-party view that has nothing to do with the platform, investments are risky and market entry is prudent.
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