兰陵王
书名:天狼星|作者:笑无语|本书类别:古言|更新时间:03:35:57|字数:3896字
A | 今日,A股震荡调整,上证指数再度失守3900点,深证成指跌破14000点,科创综指跌超3%击穿1900点,创业板指亦跌逾3%在3400点附近才稍获支撑。近4000只个股下跌,成交小幅放大至2.02万亿元。
盘面上,保险、银行、电信服务、石油化工等板块涨幅居前,玻璃玻纤、生物制品、航天装备等板块跌幅居前。

B | 数据显示,银行获得逾46亿元主力资金净流入,非银金融获得逾25亿元净流入,食品饮料、公用事业均获得超10亿元净流入,煤炭则连续9个交易日获得净流入。 KYIV, Ukraine -- A Russian missile attack killed two civilians in an apartment building in southern Ukraine on Wednesday, local authorities said, as President Vladimir Putin dismissed the importance of a new U.S.-supplied weapon that Kyiv used to execute one of the most damaging attacks on the Kremlin’s air assets since the start of the war.Putin told reporters that Russia “will be able to repel” further attacks by the U.S.-made Army Tactical Missile System, known as ATACMS.Ukraine claimed it used those missiles to destroy nine Russian helicopters, as well as ammunition, an air defense system and other assets at two airfields in Russia-occupied regions on Tuesday.That development came as the two sides looked to gain battlefield advantages and consolidate their positions ahead of the winter when the weather would hamper operations.The ATACMS will shift the battlefield layout to some degree as Russia will need to disperse its aircraft and ammunition depots. It had used aircraft to stop Ukraine’s ongoing counteroffensive.Putin, speaking to reporters during a visit to Beijing, conceded the ATACMS creates an additional threat but he insisted that the weapon would not change the situation along the 1,500-kilometer (932-mile) front line.“For Ukraine, in this sense, there’s nothing good ... it only prolongs the agony,” he said.Russia’s ambassador to the U.S., Anatoly Antonov, described Washington’s decision to supply the ATACMS as “reckless” and “a grave mistake” that won’t alter the war’s outcome.The fighting has ground largely to a stalemate, with a protracted war of attrition expected at least through next year.The U.K. defense ministry said Wednesday that the Kremlin’s forces are currently trying to push forward in some parts of eastern Ukraine. However, the areas are well defended and it is “highly unlikely” the Russians will accomplish their goal of a major breakthrough, it said in an assessment posted on social media platform X, formerly known as Twitter.Wednesday's attack killed two Ukrainian civilians and wounded at least three others when a Russian missile struck a building in the central district of the southern city of Zaporizhzhia, the region’s Gov. Yurii Malashko said.The attack apparently used six S-300 missiles, which took only 42 seconds to reach the city after being launched from Russian-controlled Ukraine land, according to Malashko.Russia’s defense ministry, meanwhile, claimed its forces shot down 28 Ukrainian drones in the Belgorod and Kursk regions and in the Black Sea area. It did not provide further details.It wasn’t immediately possible to verify the two sides’ battlefield claims.___Jim Heintz in Tallinn, Estonia contributed.___Follow AP’s coverage of the war in Ukraine at https://apnews.com/hub/russia-ukraine。电子遭主力资金净流出逾256亿元,通信净流出逾93亿元,医药生物净流出逾59亿元,计算机净流出逾37亿元。

C | 概念板块方面,大金融获得逾68亿元主力资金净流入,央企概念、跨境支付均获得逾超30亿元净流入,汇金持股概念、白酒、电力等板块均获得超10亿元净流入。华为概念、新基建、消费电子、人工智能等板块均遭主力资金净流出超百亿元,芯片、苹果概念、新材料等板块也净流出超50亿元。 贵州茅台获得逾14亿元主力资金净流入,红星发展获得逾11亿元净流入,融捷股份、中国平安均获得超10亿元净流入,中微公司、盈新发展、湖南白银等也都获得超亿元净流入。
煤炭股今日逆市高开高走,临近收盘时更是出现放量拉升走势,板块指数创2个半月来新高。大有能源临近尾盘放量垂直涨停,美锦能源、上海能源亦强势涨停。
从7月开始,电力需求进入迎峰度夏旺季,电力负荷接连创历史新高,煤炭作为电力保供的“压舱石”,在极端高温天气下发挥了关键的兜底保障作用,电煤近来消耗增加库存减少。 Mysteel统计显示,截至上周五(8月21日)全国493家燃煤电厂日均耗煤445万吨,环比增加3.6万吨;库存9389万吨,环比减少48.5万吨;库存可用天数为21天。 但供给端由于安监趋严等因素影响,原煤产量同比、环比均大幅度下降。国家统计局数据显示,7月份,全国原煤产量34321万吨,同比下降10.1%,环比下降9.9%。 供给减少需求增加,煤炭价格节节攀升。我的钢铁网数据显示,8月以来,动力煤价格上涨超30元/吨,近半年累计大涨超130元/吨。

D | 贵金属概念尾盘也出现放量异动走势,板块指数连续第7日上涨,创4个多月来新高。湖南白银在距收盘最后约10分钟封死涨停,四川黄金亦在尾盘频频触及涨停价,盛达资源、西部黄金、招金黄金等尾盘均出现放量上攻走势。
美债风险仍在不断外溢,资金纷纷买入黄金避险。伦敦黄金现货价格突破4600美元/盎司,创3个多月来新高。国内黄金期货主力合约今日大涨2.86%,再度突破1000元大关。 华金证券认为,A股短期可能延续震荡筑底趋势,反弹未完。

E | 复盘历史,A股超跌反弹后的震荡期,产业趋势上行、强政策催化和盈利增速较高等行业表现占优。当前来看,短期科技成长和部分周期行业可能相对占优。
(文章来源:证券时报)。



