{"fileID":529290,"siteID":1,"title":"收评：沪指震荡微涨，半导体板块走强，数据确权概念拉升","linkTitle":"","catalogs":"","subTitle":"","isExclusive":0,"articleWordCount":498,"leadTitle":"","source":"证券时报网","sourceID":1,"editor":"","modifyTime":"2024-02-27 00:00:50","note":"","author":"","authorID":0,"liability":"黄锋","abstract":"","publishTime":"2023-08-30 15:26:58","articleType":0,"keywords":"","countRatio":1,"countClick":71,"countDiscuss":0,"countPraise":0,"countShare":0,"countShareClick":0,"pic3":"","pic2":"","pic1":"https://image.ifnews.com/data/1/images/2023/0830/16933804155781748_600x339.jpg","bigPic":0,"tag":"","shortTitle":"","content":"<p style=\"text-indent: 2em; text-align: justify;\">30日，沪指全天维持震荡格局，科创50指数走强涨超2%。截至收盘，沪指涨0.04%报3137.14点，深成指涨0.26%，创业板指跌0.05%，两市合计成交9843亿元。北向资金净流出24亿元。盘面上，半导体、软件服务、元器件、通信设备等板块走强，渔业、证券、港口、环境保护等板块调整。概念股方面，存储芯片、6G概念、数据确权等拉升。</p><p style=\"text-indent: 2em; text-align: justify;\">财通证券指出，往后展望，随着科创板承压因素逐步弱化，TMT/科创业绩或业务逐步落地，ETF等资金陆续流入，科创行情向上空间逐步打开，股价有望持续修复。配置方面，关注跌幅多、筹码轻、阻力小、不能减持的中小市值公司（金融软件、华为产业链）。</p><p style=\"text-indent: 2em; text-align: justify;\">平安证券认为，展望市场，当前红利策略仍具备较高的配置价值。从估值视角来看，当前中证红利指数估值为5.8倍，位于6.5%的历史低分位；股息率为6.04%，位于94%的历史高分位，在确定性溢价抬升下仍具备吸引力。从行业视角来看，建议关注盈利预期稳定、历史分红稳定且波动率较低的行业，例如煤炭、石油石化、交通运输、公用事业、银行等；从择股增强的视角来看，在新一轮国企改革和“中特估”联动建设下，分红规模和持续性占优的央企更值得关注。</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}