{"fileID":501250,"siteID":1,"title":"午评：沪指涨0.37%，建筑、石油等板块拉升，人工智能概念活跃","linkTitle":"","catalogs":"","subTitle":"","isExclusive":0,"articleWordCount":637,"leadTitle":"","source":"证券时报网","sourceID":1,"editor":"","modifyTime":"2023-12-13 12:00:50","note":"","author":"","authorID":0,"liability":"张力","abstract":"","publishTime":"2023-06-16 11:50:53","articleType":0,"keywords":"","countRatio":1,"countClick":85,"countDiscuss":0,"countPraise":0,"countShare":0,"countShareClick":0,"pic3":"","pic2":"","pic1":"http://image.ifnews.com/data/1/images/2022/1129/16697018319061945_2160x1215.jpg","bigPic":0,"tag":"午评：沪指涨0.37%，建筑、石油等板块拉升","shortTitle":"午评：沪指涨0.37%，建筑、石油等板块拉升","content":"<p style=\"text-indent: 2em; text-align: justify;\">16日早盘，沪指盘中震荡上扬，深成指、创业板指均走高；两市半日成交近6400亿元，北向资金净买入近60亿元。</p><p style=\"text-indent: 2em; text-align: justify;\">截至午间收盘，沪指涨0.37%报3265.04点，深成指涨0.56%，创业板指涨0.52%，科创50指数涨约1%；两市合计成交6376亿元，北向资金净买入57.39亿元。</p><p style=\"text-indent: 2em; text-align: justify;\">盘面上看，石油、建筑、传媒、农业等板块走强，CPO概念再度活跃，数据要素、AIGC概念、信创、人工智能概念等均有所表现；电力、食品饮料、金融等板块走弱。</p><p style=\"text-indent: 2em; text-align: justify;\">对于当前市场，中信建投证券表示，近期政策密集出台，呵护稳增长导向明确。当前宽松流动性环境为市场提供底部支撑，政策密集催化下下一步观察经济预期能否在数据指标层面改善或企稳，关注6月PMI（经济复苏环比趋势）及PPI同比（企业盈利重要决定因子）。考虑到5-8月生产淡季形成明显改善趋势或较难，预计经济预期会先以企稳为主。参考历次行情表现，复苏初期斜率不确定，但宽松流动性环境+明确政策支持导向下市场有望迎来不错表现，当前仍为布局的黄金时期。</p><p style=\"text-indent: 2em; text-align: justify;\">国盛证券认为，两市指数近期持续反弹，使沪指扭转下跌趋势，深指完成见底确认，进入反弹周期；政策面上，央行超预期调降MLF，即将到来的LPR也大概率调降，同时美CPI数据超预期下降，进一步加息的概率降低。两方面结合，指数有望进入反弹上行周期。随着中报节点临近，叠加人工智能方向近期涨幅较大存在调整预期，因此，市场风格有望迎来切换，估值已经较为合理的新能源有望接棒人工智能走牛。可重点关注锂电池、光伏、白酒等板块。</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}