北向资金连续两个交易日净买入超百亿元沪指放量突破3100点创年内新高

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图片来源：视觉中国周一，大盘放量拉升，上证综指突破3100点并创出年内新高，创业板指、科创50指数涨幅均超过3%。房地产板块个股批量涨停，木材、家具、锂电等板块纷纷上涨。29日，两市有4400只个股飘红，成交金额放大至1.2万亿元。北向资金在上周五买入224亿元后，再度大幅加仓超百亿元。业内人士分析认为，大盘强势特征明显，中线趋势继续向好，建议投资者从单纯追求高股息转向关注业绩增量上来。房地产股现...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404292212348b626c47&s=b><strong>大众证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图片来源：视觉中国周一，大盘放量拉升，上证综指突破3100点并创出年内新高，创业板指、科创50指数涨幅均超过3%。房地产板块个股批量涨停，木材、家具、锂电等板块纷纷上涨。29日，两市有4400只个股飘红，成交金额放大至1.2万亿元。北向资金在上周五买入224亿元后，再度大幅加仓超百亿元。业内人士分析认为，大盘强势特征明显，中线趋势继续向好，建议投资者从单纯追求高股息转向关注业绩增量上来。房地产股现...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404292212348b626c47&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":"LU0880133367.SGD","symbol_name":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) 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year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":1,"000001":0.9},"content_text":"图片来源：视觉中国周一，大盘放量拉升，上证综指突破3100点并创出年内新高，创业板指、科创50指数涨幅均超过3%。房地产板块个股批量涨停，木材、家具、锂电等板块纷纷上涨。29日，两市有4400只个股飘红，成交金额放大至1.2万亿元。北向资金在上周五买入224亿元后，再度大幅加仓超百亿元。业内人士分析认为，大盘强势特征明显，中线趋势继续向好，建议投资者从单纯追求高股息转向关注业绩增量上来。房地产股现涨停潮29日，房地产板块全线爆发，个股涨停潮涌。万科A自2022年11月以来首次涨停，特发服务“20cm”封板，华夏幸福、荣盛发展、大龙地产、金地集团等20余股涨停。其中，南国置业连续三个交易日涨停。家装、建材板块跟风上扬。消息面上，成都市日前出台房产新政，自4月29日起，取消限购，住房交易不再审核购房资格，不再限制购买套数，不再公证摇号选房。此外，近期，南京、北京、长沙等多地相继出台新政，为购房创造更为宽松的环境，促进购房需求进一步释放。招商证券认为，近期房地产板块关注度有所提高，关注点可归纳为两类：一类是从基本面承压角度对更多政策的持续期许，不限于需求端以及供应端政策；另一类则是不论从全球流动性或者国内流动性变化视角，关注风格切换的可能。除房地产板块外，新能源板块发力，昔日“三巨头”风电、光伏、锂电齐头并进，德方纳米、海力风电、迈为股份等涨逾10%，宁德时代放量大涨近6%。北向资金扫货逾百亿元相比之下，航空、贵金属、汽车等板块走势较弱。民航板块调整，春秋航空下跌逾4%。贵金属跟随期市连续回调，中润资源下跌超过4%，银泰黄金、紫金矿业下跌逾3%。高股息阵营集体下挫，“石化双雄”双双下跌超过4%，中国海油下跌逾2%。总体来看，29日，沪深两市有4400只个股飘红，市场赚钱效应较好。截至收盘，上证指数上涨0.79%，报3113.04点；深证成指上涨2.22%，报9673.76点；创业板指上涨3.5%，报1887.57点；科创50指数上涨3.18%，报776.15点。两市成交额为12111亿元，较上个交易日增加1247亿元。值得一提的是，北向资金在上周五爆买224.49亿元后，29日再度大幅加仓超百亿元，净买入108.92亿元。其中，宁德时代、迈瑞医疗、立讯精密分别获净买入8.48亿元、5.37亿元、4.98亿元。贵州茅台净卖出额居首，金额为3.34亿元。“近期，亚洲开发银行、高盛、摩根士丹利、花旗集团、德意志银行等多家外资机构纷纷上调2024年中国经济增长预期，瑞银、高盛等外资机构表示看好A股市场未来投资机会。”中信建投研报分析指出。大盘强势特征明显对于29日大盘的表现，源达投资顾问王玉倩从技术面上分析称，上证指数连阳上攻突破233日均线后，成交量依旧活跃，指数重心再度上移，同时短期均线也由粘合状态转为向上运行之势。不过，在重要的压力位被突破后，往往会有个回踩确认的过程。创业板指继续强劲上攻，成功站于144日线之上，但快速走高后消耗部分做多动能，短期不排除会有整理夯实的预期。整体看，指数强势特征明显。操作策略上，王玉倩认为：“周一指数延续上周五强势格局，不过，要注意的是板块轮动特征依旧明显。操作策略上，建议投资者顺势而为，低吸不追涨。方向上可围绕有政策、事件驱动的领域进行挖掘，如新质生产力、汽车产业链等。”“近期随着日元快速贬值，外资快速流入A股和港股，也带来了期待已久的增量资金。我们判断，在业绩披露完成后，市场仍将在震荡中寻找结构性机会。”中邮证券建议投资者从单纯地追求高股息转向追求业绩增量，主要关注三个方向：一是从红利资产向质量资产做切换，“漂亮50”的结构性行情或将重演；二是国产算力产业链；三是供给出清视角下的伏击战，如生猪养殖板块。记者 陈慧","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/2431862795"}

北向资金连续两个交易日净买入超百亿元 沪指放量突破3100点创年内新高

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北向资金连续两个交易日净买入超百亿元沪指放量突破3100点创年内新高