科创新动能助力经济回暖，中小盘成长赛道很有看头！

鹏华基金04-09

4月8日，市场全天震荡调整，三大指数均收跌，创业板指领跌。截至收盘，沪指跌0.72%，深成指跌1.57%，创业板指跌1.81%。上一周度市场窄幅震荡，除科创板外，其余主要宽基均有一定幅度上涨，结构上有色、化工、石化、农业等周期资源板块领涨，科技普遍回调。但我国3月份制造业和非制造业的PMI指数都稳稳地站在了荣枯线之上，预示着经济继续回暖的良好前景。从细分行业来看，我们可以看到科技创新正逐渐成为推动...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2426972323?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-04-09 07:54","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2426972323","market":"sh","top_or_hot":-1,"title":"科创新动能助力经济回暖，中小盘成长赛道很有看头！","media":"鹏华基金","content":"<div>\n<p>4月8日，市场全天震荡调整，三大指数均收跌，创业板指领跌。截至收盘，沪指跌0.72%，深成指跌1.57%，创业板指跌1.81%。上一周度市场窄幅震荡，除科创板外，其余主要宽基均有一定幅度上涨，结构上有色、化工、石化、农业等周期资源板块领涨，科技普遍回调。但我国3月份制造业和非制造业的PMI指数都稳稳地站在了荣枯线之上，预示着经济继续回暖的良好前景。从细分行业来看，我们可以看到科技创新正逐渐成为推动...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240409075109861e3ff3&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>科创新动能助力经济回暖，中小盘成长赛道很有看头！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n科创新动能助力经济回暖，中小盘成长赛道很有看头！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-09 07:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240409075109861e3ff3&s=b><strong>鹏华基金</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月8日，市场全天震荡调整，三大指数均收跌，创业板指领跌。截至收盘，沪指跌0.72%，深成指跌1.57%，创业板指跌1.81%。上一周度市场窄幅震荡，除科创板外，其余主要宽基均有一定幅度上涨，结构上有色、化工、石化、农业等周期资源板块领涨，科技普遍回调。但我国3月份制造业和非制造业的PMI指数都稳稳地站在了荣枯线之上，预示着经济继续回暖的良好前景。从细分行业来看，我们可以看到科技创新正逐渐成为推动...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240409075109861e3ff3&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"688100","symbol_name":"威胜信息","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240409075109861e3ff3&s=b","article_id":"2426972323","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240409075109861e3ff3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2426972323","pubTimestamp":1712620476,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"但我国3月份制造业和非制造业的PMI指数都稳稳地站在了荣枯线之上，预示着经济继续回暖的良好前景。这样看来，科创新动能正逐渐替代传统产业成为我国经济增长新引擎，叠加全球科技创新浪潮推动，成长赛道投资逻辑依旧坚挺。而科创100指数以其独特的中小盘特性、鲜明的成长预期以及“硬科技”属性，无论是在短期还是中长期，都展现出了巨大的投资潜力。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"588190":"科创100ETF","588220":"科创100ETF基金","688001":"华兴源创","688007":"光峰科技","688016":"心脉医疗","688017":"绿的谐波","688019":"安集科技","688023":"安恒信息","688029":"南微医学","688037":"芯源微","688048":"长光华芯","688050":"爱博医疗","688052":"纳芯微","688055":"龙腾光电","688083":"中望软件","688097":"博众精工","688100":"威胜信息","688105":"诺唯赞","688107":"安路科技","688116":"天奈科技","688139":"海尔生物","688141":"杰华特","688146":"中船特气","688147":"微导纳米","688153":"唯捷创芯","688161":"威高骨科","688172":"燕东微","688198":"佰仁医疗","688200":"华峰测控","688213":"思特威","688232":"新点软件","688248":"南网科技","688261":"东微半导","688275":"万润新能","688281":"华秦科技","688289":"圣湘生物","688318":"财富趋势","688322":"奥比中光","688348":"昱能科技","688352":"颀中科技","688361":"中科飞测","688383":"新益昌","688400":"凌云光","688408":"中信博","688409":"富创精密","688432":"有研硅","688439":"振华风光","688475":"萤石网络","688498":"源杰科技","688516":"奥特维","688526":"科前生物","688556":"高测股份","688575":"亚辉龙","688608":"恒玄科技","688612":"威迈斯","688617":"惠泰医疗","688639":"华恒生物","688686":"奥普特","688690":"纳微科技","688700":"东威科技","688707":"振华新材","688739":"成大生物","688789":"宏华数科","688798":"艾为电子","689009":"九号公司","000698":"沈阳化工"},"translate_title":"Science and technology innovation kinetic energy helps the economy recover, and the small and medium-sized growth track is very interesting!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"588190":0.9,"588220":0.9,"688001":0.9,"688007":0.9,"688016":0.9,"688017":0.9,"688019":0.9,"688023":0.9,"688029":0.9,"688037":0.9,"688048":0.9,"688050":0.9,"688052":0.9,"688055":0.9,"688083":0.9,"688097":0.9,"688100":0.9,"688105":0.9,"688107":0.9,"688116":0.9,"688139":0.9,"688141":0.9,"688146":0.9,"688147":0.9,"688153":0.9,"688161":0.9,"688172":0.9,"688198":0.9,"688200":0.9,"688213":0.9,"688232":0.9,"688248":0.9,"688261":0.9,"688275":0.9,"688281":0.9,"688289":0.9,"688318":0.9,"688322":0.9,"688348":0.9,"688352":0.9,"688361":0.9,"688383":0.9,"688400":0.9,"688408":0.9,"688409":0.9,"688432":0.9,"688439":0.9,"688475":0.9,"688498":0.9,"688516":0.9,"688526":0.9,"688556":0.9,"688575":0.9,"688608":0.9,"688612":0.9,"688617":0.9,"688639":0.9,"688686":0.9,"688690":0.9,"688700":0.9,"688707":0.9,"688739":0.9,"688789":0.9,"688798":0.9,"689009":0.9,"000698":0.9},"content_text":"4月8日，市场全天震荡调整，三大指数均收跌，创业板指领跌。截至收盘，沪指跌0.72%，深成指跌1.57%，创业板指跌1.81%。上一周度市场窄幅震荡，除科创板外，其余主要宽基均有一定幅度上涨，结构上有色、化工、石化、农业等周期资源板块领涨，科技普遍回调。但我国3月份制造业和非制造业的PMI指数都稳稳地站在了荣枯线之上，预示着经济继续回暖的良好前景。从细分行业来看，我们可以看到科技创新正逐渐成为推动经济增长的主引擎，铁路船舶航空航天设备等行业的PMI指数在55%以上，而且计算机通信电子设备等行业指数也都处于55%以上的较高景气区间，科技创新催生的高技术制造业和装备制造业全部都高于制造业的总体水平，产需加快释放。因此从经济增长动能来看，我国正在从传统的以房地产业为支撑的经济增长动力，转向以科技创新推动的经济增长。作为反映A股科技创新赛道个股整体表现的宽基指数，科创100指数或将更好捕捉新兴产业的发展所带来的成长红利。在目前经济增长转变的关键时期，科创100指数以其独有的中小盘特征吸引投资者的目光。根据中证指数官网，科创100指数样本股平均自由流通市值仅为57.1亿元，中小盘特征明显。这只专注于中小盘的宽基指数，以其独特的魅力吸引了市场的广泛瞩目。与其他指数相比，它的市值较小，但弹性十足，盈利预期更是令人期待，这些鲜明的特征使得科创板100指数成为“成长中的成长”典范。从短期投资角度来看，科创板100指数前期调整较为充分，当下进场性价比较高。现在指数已经充分演绎了超跌反弹行情，近期在构筑日K线结构的第二处底部区域，不失为一个低位进场的时机，坚持拿住底部筹码，耐心等待行情逐渐回暖。而从中长期的视角出发，科创板100指数的“硬科技”属性，使得它极有可能长期受益于全球科技产业的升级。近期人工智能大模型的蓬勃发展，无疑开启了一轮新的科技发展浪潮。与此同时，医药行业也正在经历“困境反转”，半导体行业周期见底。在全球科技创新浪潮风起云涌的大背景下，科创100主要覆盖生物产业、高端装备制造产业、新材料产业等尖端科技、成长空间广阔的板块，为投资者带来了丰富的投资选择和可能。这样看来，科创新动能正逐渐替代传统产业成为我国经济增长新引擎，叠加全球科技创新浪潮推动，成长赛道投资逻辑依旧坚挺。而科创100指数以其独特的中小盘特性、鲜明的成长预期以及“硬科技”属性，无论是在短期还是中长期，都展现出了巨大的投资潜力。感兴趣的朋友们可以关注一下科创100ETF基金，抓住低位吸筹机遇！","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2426972323"}