喝酒吃药行情
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“喝酒吃药”行情延续,可以多关注大消费板块
Chang Sha Wan Bao· 2025-11-14 12:26
14日大盘下跌主要还是美股大跌与主力资金流出近900亿元,主力资金大幅流出,对市场情绪无疑是重 重一击。就如同前几日的白酒连续两个交易日走强一样,14日医药板块延续强势,大盘也继续演绎着年 底"喝酒吃药"的行情。白酒与医药是大消费板块的代表,年底前,大消费板块的热点还会有一波扩散, 投资者可以多加关注,提前埋伏。 长沙晚报掌上长沙11月14日讯(全媒体记者 刘军)A股三大指数14日集体回调,沪指再次失守4000点。 截至收盘,沪指跌0.97%,收报3990.49点;深证成指跌1.93%,收报13216.03点;创业板指跌2.82%,收 报3111.51点。沪深两市成交19581亿元,较昨日缩量839亿元。 行业板块涨少跌多,燃气、医药商业、石油行业涨幅居前,半导体、非金属材料、电子化学品、贵金属 板块跌幅居前。个股方面,上涨股票1961只,涨停89只;下跌3323只,跌停9只。 在隔夜美股大跌的影响下,14日两市大盘冲高回落,上午最低回踩4007点附近,随后医药、房地产、区 域经济等板块大涨,带动大盘逐步走高,盘中还出现了翻红。可惜内资大幅流出,大盘回升没有放量, 下午大盘再次回落,最终以下跌报收。 14日大 ...
医药板块启动,多关注“喝酒吃药”行情
Chang Sha Wan Bao· 2025-11-12 16:33
Market Overview - A-shares experienced fluctuations on November 12, with the Shanghai Composite Index barely holding above the 4000-point mark, closing at 4000.14, down 0.07% [1] - The Shenzhen Component Index fell 0.36% to 13240.62, while the ChiNext Index decreased by 0.39% to 3122.03 [1] - Total trading volume in the Shanghai and Shenzhen markets was 19,450 billion, a decrease of 486 billion from the previous day [1] Sector Performance - The insurance, mining, pharmaceutical retail, medical devices, and beauty care sectors showed the most gains, while solar equipment, non-metal materials, wind power equipment, power supply equipment, grid equipment, and electronic chemicals faced the largest declines [1] - Despite a majority of stocks declining, 1,758 stocks rose, with 77 hitting the daily limit up, while 3,563 stocks fell, with 10 hitting the daily limit down [1] Blue-Chip Influence - Blue-chip stocks, particularly banks and insurance companies, played a significant role in stabilizing the market, with Agricultural Bank of China reaching a historical high [2] - The expectation of interest rate cuts by the central bank is seen as favorable for the banking and insurance sectors [2] - Major state-owned enterprises, including PetroChina, Sinopec, and CNOOC, experienced significant gains, supporting the overall market index [2] Pharmaceutical Sector Insights - The pharmaceutical sector showed strong performance, attributed to seasonal factors such as the potential rise in flu cases during winter [2] - The sector is considered defensive, attracting risk-averse capital as the year-end approaches [2] - Investors are encouraged to focus on fundamentally strong stocks within this sector that are relatively undervalued [2] Technical Analysis - All three major indices formed a "cross" candlestick pattern, indicating a potential turning point [2] - The Shanghai Composite Index has fluctuated around the 4000-point level five times since October 28, suggesting ongoing volatility [2] - Current trading volume below 20 trillion is insufficient to support a sustained upward trend in the market [2] Company Spotlight: Huibo Technology - Among the stocks in Hunan, Huibo Technology led with a 5.21% increase, influenced by the rise of major oil companies [3] - The company reported earnings per share of 0.01 yuan and a net profit of 10.53 million yuan for the third quarter of 2025, with a year-on-year growth rate of 113.73% [3] - Huibo Technology is advancing its high-end energy equipment manufacturing and technical services through a new base in Tianjin, expected to be operational by early 2026 [3]