一文看市|大消费活跃养殖股走强

腾讯自选股04-30

腾讯自选股推出《一文看市》系列内容，聚焦当前市场发生了什么，整合机构、大V最新研判。4月30日，A股早盘震荡调整，创业板指领跌。盘面上，智能驾驶概念股走强，大消费板块表现活跃，养殖、计算机设备、中药、乳业等板块涨幅居前；旅游、飞行汽车等板块跌幅居前。主力资金方面，资金出逃房地产、汽车零部件、乘用车等行业；资金青睐工业金属、白色家电、出版等行业。机构观点展望后市，光大证券指出，沪指放量站上3100点...

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/2431080081?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-04-30 09:45","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2431080081","market":"sh","top_or_hot":-1,"title":"一文看市|大消费活跃 养殖股走强","media":"腾讯自选股","content":"<div>\n<p>腾讯自选股推出《一文看市》系列内容，聚焦当前市场发生了什么，整合机构、大V最新研判。4月30日，A股早盘震荡调整，创业板指领跌。盘面上，智能驾驶概念股走强，大消费板块表现活跃，养殖、计算机设备、中药、乳业等板块涨幅居前；旅游、飞行汽车等板块跌幅居前。主力资金方面，资金出逃房地产、汽车零部件、乘用车等行业；资金青睐工业金属、白色家电、出版等行业。机构观点展望后市，光大证券指出，沪指放量站上3100点...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404300906217a578206&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>一文看市|大消费活跃 养殖股走强</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一文看市|大消费活跃 养殖股走强\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-30 09:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404300906217a578206&s=b><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯自选股推出《一文看市》系列内容，聚焦当前市场发生了什么，整合机构、大V最新研判。4月30日，A股早盘震荡调整，创业板指领跌。盘面上，智能驾驶概念股走强，大消费板块表现活跃，养殖、计算机设备、中药、乳业等板块涨幅居前；旅游、飞行汽车等板块跌幅居前。主力资金方面，资金出逃房地产、汽车零部件、乘用车等行业；资金青睐工业金属、白色家电、出版等行业。机构观点展望后市，光大证券指出，沪指放量站上3100点...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404300906217a578206&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":"LU0067412154.USD","symbol_name":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404300906217a578206&s=b","article_id":"2431080081","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404300906217a578206&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=2431080081","pubTimestamp":1714441549,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"腾讯自选股推出《一文看市》系列内容，聚焦当前市场发生了什么，整合机构、大V最新研判。盘面上，智能驾驶概念股走强，大消费板块表现活跃，养殖、计算机设备、中药、乳业等板块涨幅居前；旅游、飞行汽车等板块跌幅居前。市场的不确定性下降，没有重大下行风险成为一致预期，预计短期市场仍以震荡为主。国泰君安表示，特斯拉通过数据安全标准 FSD入华进程将加速，有利于国内自动驾驶行业发展蓬勃向上。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK0012":"证金概念","BK0187":"一线龙头","BK0278":"货币金融","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","000997.SH":"大消费","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","000001":"平安银行","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK0188":"融资融券","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK0028":"国家队","BK0201":"可转债","BK0183":"MSCI概念"},"translate_title":"One article to see the market's big consumption is active, and breeding stocks are strengthening","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"000997.SH":1,"000001":0.9},"content_text":"腾讯自选股推出《一文看市》系列内容，聚焦当前市场发生了什么，整合机构、大V最新研判。4月30日，A股早盘震荡调整，创业板指领跌。盘面上，智能驾驶概念股走强，大消费板块表现活跃，养殖、计算机设备、中药、乳业等板块涨幅居前；旅游、飞行汽车等板块跌幅居前。主力资金方面，资金出逃房地产、汽车零部件、乘用车等行业；资金青睐工业金属、白色家电、出版等行业。机构观点展望后市，光大证券指出，沪指放量站上3100点，突破了近两个月区间震荡的格局，再加上外资连续两个交易日大幅净买入，市场信心大幅提升，指数向上的空间或已打开。银河证券：5月市场有望迎来向上时机银河证券研报指出，5月市场有望迎来向上时机。市场的不确定性下降，没有重大下行风险成为一致预期，预计短期市场仍以震荡为主。展望5月市场行情，5月有望迎来上行时机。科技概念或将仍是市场主线，如AI及新质生产力概念等；资本市场改革、并购重组预期为金融板块带来新催化，看好券商股反弹。5月配置的投资策略应当聚焦受益于有政策利好预期板块里的低估值价值股+成长型价值股。5月建议战略性布局科技、上游原材料、军工等板块里的价值股。光大证券：沪指突破区间震荡格局，关注地产等超跌板块光大证券指出，沪指放量站上3100点，突破了近两个月区间震荡的格局，再加上外资连续两个交易日大幅净买入，市场信心大幅提升，指数向上的空间或已打开，接下来有望迎来一波上涨行情。配置上，关注超跌板块个股。4月份表现较为强势的高股息蓝筹迎来调整，而此前超跌的地产、新能源等板块迎来反弹，说明资金开始高低切换，可关注有利好消息刺激的超跌板块个股，或有补涨的机会。国泰君安：投资机会在年中 看好科技制造等板块国泰君安研报指出，投资机会在年中，看好科技制造，与具有成长性的周期材料与消费。行情驱动来自于不确定性下降，而非盈利预期的上修，因此年中投资重点在具有成长性的股票。推荐：1）科技制造业：电子半导体/汽车与零部件/军工/机械/通信；2）券商+具有成长性的周期与消费。股市不确定性下降+并购重组预期，看好券商股反弹；关注医药/化妆品/啤酒饮料/家电，与有色/化工/钢铁新材料。3）资源品有望受益：石化/煤炭等。4）继续看好港股优质公司，除港股互联网外，增加对港股汽车、半导体与医药的推荐。热门板块1、智能驾驶概念走强智能驾驶概念股反复活跃，中海达、路畅科技、凯中精密2连板，兴民智通涨停，豪恩汽电、美利信、宜通世纪、万集科技等跟涨。点评：消息面上，美股特斯拉隔夜大涨超15%，市值一夜飙升近6000亿。国泰君安表示，特斯拉通过数据安全标准 FSD入华进程将加速，有利于国内自动驾驶行业发展蓬勃向上。2、猪肉板块拉升猪肉、鸡肉等养殖股震荡拉升，天康生物涨超7%，东瑞股份、唐人神、正虹科技、华统股份、新五丰等跟涨。点评：首创证券研报指出，考虑到2024年上半年生猪行业供给仍较充足，后续猪价有望延续相对低位，高成本、高负债的规模场或将陆续受到冲击，并催化行业去产能进度加速。生猪养殖行业安全边际较高，配置机会明显。","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/2431080081"}

一文看市|大消费活跃 养殖股走强

精彩评论

一文看市|大消费活跃养殖股走强