{"fileID":495279,"siteID":1,"title":"收评：沪指探底回升微涨，地产、券商等板块拉升，人脑工程概念亮眼","linkTitle":"","catalogs":"","subTitle":"","isExclusive":0,"articleWordCount":547,"leadTitle":"","source":"证券时报网","sourceID":1,"editor":"","modifyTime":"2023-11-27 00:00:50","note":"","author":"","authorID":0,"liability":"黄锋","abstract":"","publishTime":"2023-05-30 15:51:11","articleType":0,"keywords":"","countRatio":1,"countClick":62,"countDiscuss":0,"countPraise":0,"countShare":0,"countShareClick":0,"pic3":"","pic2":"","pic1":"http://image.ifnews.com/data/1/images/2022/1129/16697018326631658_2160x1215.jpg","bigPic":0,"tag":"","shortTitle":"","content":"<p style=\"text-indent: 2em; text-align: justify;\">5月30日，两市股指早盘震荡下探，午后探底回升，沪指尾盘翻红，深成指、创业板指均走高；两市成交额略有放大，北向资金小幅净买入。</p><p style=\"text-indent: 2em; text-align: justify;\">截至收盘，沪指微涨0.09%报3224.21点，深成指涨0.44%报10869.55点，创业板指涨0.67%报2218.6点，科创50指数涨1.56%；两市合计成交9332亿元，北向资金净买入6.49亿元。</p><p style=\"text-indent: 2em; text-align: justify;\">盘面上看，人脑工程概念走势强劲，CPO概念、AIGC概念、算力概念等表现活跃；铁路基建板块拉升，地产、汽车、保险、券商等板块午后反弹走高，医药、酿酒、银行等板块走势疲弱。</p><p style=\"text-indent: 2em; text-align: justify;\">银河证券表示，6月政策利好吹拂有望带动A股市场企稳。从全球资产的配置角度来看，当前A股具有估值高性价比+宏观经济相对较为稳定的优势，奠定A股资产全球配置的价值优势。从基本面看，A股站在现在的位置没有继续下跌的基础。当前仍在震荡筑底中，是布局的好时机。在短期负面情绪充分释放后，市场有望企稳后向上，仍以结构性机会为主，已充分调整+基本面扎实的高景气板块是配置主要方向。投资策略应当聚焦风险已充分释放+低估值的龙头个股。</p><p style=\"text-indent: 2em; text-align: justify;\">中泰证券认为，6月市场整体或仍以调整为主，强调防御优先。建议关注医药板块，军工、半导体等国家安全板块，以及电力等央企公用事业等主线，此外可以关注大众消费“困境反转”的布局机会。</p>","extField":{"catalogName":"","att":[],"images":0,"videos":0,"audits":[],"articleExt":[]},"isHide":0,"columnID":280,"columnName":"要闻","columnStyle":0,"discussClosed":0,"countClickInit":0,"fullColumn":"要闻","articleUrl":"","specialId":0,"linkID":0,"articleExt":[],"ipCity":"","activityStatus":0,"att":[],"shareIcon":"","images":[],"videos":[],"videoExif":{},"htmlAbstract":"","relArticle":[],"auditUsers":[],"countCollect":0}