午后大反攻！抄底资金进场！券商股、黄金股集体异动
<div class="txtinfos" id="ContentBody" style="margin-top:0;"><!-- EM_StockImg_Start --><p style="text-align:center;"><atarget="_blank" href="http://quote.eastmoney.com/sh000001.html" data-code="000001|1|1" data-code2="000001|1|1|" class="EmImageRemark" target="_blank"><img src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=1.000001&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1" border="0" alt="K图 000001_0" data-code="K 000001|1|1" data-code2="K 000001|1|1|" style="border:#d1d1d1 1px solid;" width="578" height="276" /></a></p><!-- EM_StockImg_End --><!-- EM_StockImg_Start --><p style="text-align:center;"><atarget="_blank" href="http://quote.eastmoney.com/sz399001.html" data-code="399001|0|2" data-code2="399001|0|5|" class="EmImageRemark" target="_blank"><img src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=0.399001&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1" border="0" alt="K图 399001_0" data-code="K 399001|0|2" data-code2="K 399001|0|5|" style="border:#d1d1d1 1px solid;" width="578" height="276" /></a></p><!-- EM_StockImg_End --><!-- EM_StockImg_Start --><p style="text-align:center;"><atarget="_blank" href="http://quote.eastmoney.com/sz399006.html" data-code="399006|0|2" data-code2="399006|0|5|" class="EmImageRemark" target="_blank"><img src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=0.399006&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1" border="0" alt="K图 399006_0" data-code="K 399006|0|2" data-code2="K 399006|0|5|" style="border:#d1d1d1 1px solid;" width="578" height="276" /></a></p><!-- EM_StockImg_End --><p> 10月9日午后，A股三大指数出现拉升动作。</p><p> 截至券商中国记者发稿，沪指跌幅收窄至0.20%，此前跌超1%；深证成指跌幅收窄至0.66%，此前跌超2%；创业板指跌幅收窄至1%左右，早盘一度跌超3%。</p><p> 盘面上，券商股、<span id="bk_90.BK1617"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1617" class="keytip" data-code="90,BK1617">黄金</a></span><span id="bkquote_90.BK1617"></span>股集体异动。其中，<span id="stock_1.600621"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.600621" class="keytip" data-code="1,600621">华鑫股份</a></span><span id="quote_1.600621"></span>涨停，<span id="stock_1.600864"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.600864" class="keytip" data-code="1,600864">哈投股份</a></span><span id="quote_1.600864"></span>、<span id="stock_1.601555"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.601555" class="keytip" data-code="1,601555">东吴证券</a></span><span id="quote_1.601555"></span>、<span id="stock_0.002797"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.002797" class="keytip" data-code="0,002797">第一创业</a></span><span id="quote_0.002797"></span>、<span id="stock_1.600109"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.600109" class="keytip" data-code="1,600109">国金证券</a></span><span id="quote_1.600109"></span>等纷纷跟涨。<span id="stock_1.601069"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.601069" class="keytip" data-code="1,601069">西部黄金</a></span><span id="quote_1.601069"></span>涨停，<span id="stock_1.600489"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.600489" class="keytip" data-code="1,600489">中金黄金</a></span><span id="quote_1.600489"></span>、<span id="stock_0.000975"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.000975" class="keytip" data-code="0,000975">山金国际</a></span><span id="quote_0.000975"></span>、<span id="stock_1.600988"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.600988" class="keytip" data-code="1,600988">赤峰黄金</a></span><span id="quote_1.600988"></span>、<span id="stock_1.601899"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.601899" class="keytip" data-code="1,601899">紫金矿业</a></span><span id="quote_1.601899"></span>、<span id="stock_0.001337"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/0.001337" class="keytip" data-code="0,001337">四川黄金</a></span><span id="quote_0.001337"></span>跟涨。此外，<span id="bk_90.BK0896"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0896" class="keytip" data-code="90,BK0896">白酒</a></span><span id="bkquote_90.BK0896"></span>、农业、商业连锁、<span id="bk_90.BK0438"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0438" class="keytip" data-code="90,BK0438">食品饮料</a></span><span id="bkquote_90.BK0438"></span>、有色等板块均大幅拉升。</p><!-- EM_StockImg_Start --><p style="text-align:center;"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0473" data-code="BK0473|90|1" data-code2="BK0473|90|2|" class="EmImageRemark" target="_blank"><img src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=90.BK0473&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1" border="0" alt="K图 BK0473_0" data-code="K BK0473|90|1" data-code2="K BK0473|90|2|" style="border:#d1d1d1 1px solid;" width="578" height="276" /></a></p><!-- EM_StockImg_End --><!-- EM_StockImg_Start --><p style="text-align:center;"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0732" data-code="BK0732|90|1" data-code2="BK0732|90|2|" class="EmImageRemark" target="_blank"><img src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=90.BK0732&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1" border="0" alt="K图 BK0732_0" data-code="K BK0732|90|1" data-code2="K BK0732|90|2|" style="border:#d1d1d1 1px solid;" width="578" height="276" /></a></p><!-- EM_StockImg_End --><p> 值得注意的是，今日上午，多只宽基ETF的成交量显著放大。其中，科创50ETF华夏（588000）上午成交额68.35亿元，而昨日全天为84.26亿元；创业板ETF易方达（159915）成交额超53亿元，昨日全天为55.48亿元。此外，中证1000ETF南方（512100）、<span id="bk_90.BK0701"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0701" class="keytip" data-code="90,BK0701">中证500</a></span><span id="bkquote_90.BK0701"></span>ETF南方（510500）、<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0701" class="em_stock_key_common" data-code="90,BK0701">中证500</span>ETF易方达（510580）半日成交额均已超越昨日全天的成交额。</p><p> 午后，大批宽基ETF持续放量，科创50ETF华夏成交额超85亿元，超越昨日全天；创业板ETF易方达成交额超68亿元，也超越了昨日全天。中证1000ETF南方等多只宽基ETF的成交额也进一步放大。</p><p> <span id="stock_1.601066"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.601066" class="keytip" data-code="1,601066">中信建投</a></span><span id="quote_1.601066"></span>认为，外部因素是昨日科技板块调整的主要诱因。国庆假期海外长端美债收益率维持高位，压制高估值成长板块估值，叠加海外产业传闻引发市场对光<span id="bk_90.BK1215"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1215" class="keytip" data-code="90,BK1215">通信</a></span><span id="bkquote_90.BK1215"></span>产业链的担忧，相关科技板块遭遇集中抛售。中东地缘局势紧张，推升国际原油价格，带动油气、<span id="bk_90.BK1482"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1482" class="keytip" data-code="90,BK1482">航运</a></span><span id="bkquote_90.BK1482"></span>板块走强。国内基本面整体平稳，9月制造业PMI重回扩张区间，假期出行消费数据向好，但经济修复的压力犹在，预计四季度政策出台力度将加大，此次下跌更多属于交易层面的情绪释放与板块高低切换，并非基本面趋势反转。</p><p> <span id="stock_1.600030"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/1.600030" class="keytip" data-code="1,600030">中信证券</a></span><span id="quote_1.600030"></span>最新研报指出，与2022年<span id="stock_105.QCOM"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.QCOM" class="keytip" data-code="105,QCOM">高通</a></span><span id="quote_105.QCOM"></span>胀与激进加息周期、估值与盈利同步下修不同，虽然9月美联储与日本央行相继加息，但近期美国经济活动、AI资本开支与科技龙头盈利仍保持韧性，本轮全球科技股调整主要体现为估值收缩而非盈利下修，未来EPS和现金流仍是市场定价主线，尽管美国长债利率屡创新高，在EPS支撑下美股科技也已率先实现新高。</p><p> 上述券商表示，下一轮科技行情启动窗口大概率在四季度，还需要加息预期边际逆转、新叙事凝聚共识、资金面完成再平衡三方面条件验证。建议坚持结构重于仓位，优先关注：（1）港股模型股估值泡沫已被大幅挤出，关注其新版本迭代、RSI能力提升和ARR兑现；（2）互联网平台具备C端分发入口和变现能力，关注个人智能体产品进展；（3）硬件方面优先关注NPO、OCS、薄膜铌酸<span id="bk_90.BK1621"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1621" class="keytip" data-code="90,BK1621">锂</a></span><span id="bkquote_90.BK1621"></span>、1.6T光互联及高端<span id="bk_90.BK0877"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0877" class="keytip" data-code="90,BK0877">PCB</a></span><span id="bkquote_90.BK0877"></span>等技术升级方向；（4）国产存储和先进逻辑扩产带来的设备投资机会。</p><h3 class="emh3"> 东财图解·加点干货</h3><center><img src="https://np-newspic..com/download/D25208777539704572541_w1743h4126_o.jpg" width="580" emheight="1374" /></center><p style="text-align:center;"><atarget="_blank" href="https://acttg.eastmoney.com/pub/xxlout_khmbdfcfappnew_random_0007467a"><img src="https://np-newspic..com/download/D25488590138155037791_w690h389.jpg" class="em_handle_adv_close" /></a></p><p class="em_media">（文章来源：券商中国）</p> <!-- 正文中部 内嵌广告 -->
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