A股开盘速递 | A股三大指数集体回调科创50逆市走强！芯片产业链震荡回升

智通财经05-28

美伊和谈前景扑朔迷离，令华尔街多头信心动摇。尽管油价大幅下挫，美股主要指数周三收盘基本持平。 5月28日，A股三大指数集体低开，科创50指数逆市走强。截至9:40分，沪指跌0.14%，深成指跌0.69%，创业板指跌0.99%。盘面上，芯片产业链震荡回升，晶圆代工、硅片方向领涨，华虹公司涨超10%，续创历史新高;算力租赁概念盘初活跃，大位科技一字涨停;电力板块反复活跃，粤电力A二连板，华电能源触及...

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.laohunote.com/m/news/2638653090?lang=zh_CN&edition=full","thumbnail":"https://img.zhitongcaijing.com/image/20260528/20260528094712_63358.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","is_english":false,"pubTime":"2026-05-28 09:46","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2638653090","market":"sh","top_or_hot":-1,"title":"A股开盘速递 | A股三大指数集体回调 科创50逆市走强！芯片产业链震荡回升","media":"智通财经","content":"<div>\n<p>美伊和谈前景扑朔迷离，令华尔街多头信心动摇。尽管油价大幅下挫，美股主要指数周三收盘基本持平。\n5月28日，A股三大指数集体低开，科创50指数逆市走强。截至9:40分，沪指跌0.14%，深成指跌0.69%，创业板指跌0.99%。\n盘面上，芯片产业链震荡回升，晶圆代工、硅片方向领涨，华虹公司涨超10%，续创历史新高;算力租赁概念盘初活跃，大位科技一字涨停;电力板块反复活跃，粤电力A二连板，华电能源触及...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1446989.html\">网页链接</a>\n\n</div>\n","source":"zhitongcaijing_hushen_highlight","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>A股开盘速递 | A股三大指数集体回调 科创50逆市走强！芯片产业链震荡回升</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\">\nA股开盘速递 | A股三大指数集体回调 科创50逆市走强！芯片产业链震荡回升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-28 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1446989.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美伊和谈前景扑朔迷离，令华尔街多头信心动摇。尽管油价大幅下挫，美股主要指数周三收盘基本持平。\n5月28日，A股三大指数集体低开，科创50指数逆市走强。截至9:40分，沪指跌0.14%，深成指跌0.69%，创业板指跌0.99%。\n盘面上，芯片产业链震荡回升，晶圆代工、硅片方向领涨，华虹公司涨超10%，续创历史新高;算力租赁概念盘初活跃，大位科技一字涨停;电力板块反复活跃，粤电力A二连板，华电能源触及...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1446989.html\">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":"399300","symbol_name":"沪深300","start_time":0,"source_url":"https://www.zhitongcaijing.com/content/detail/1446989.html","article_id":"2638653090","we_media_id":null,"thumbnails":["https://img.zhitongcaijing.com/image/20260528/20260528094712_63358.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2638653090","pubTimestamp":1779932802,"columns":[{"name":"A股","id":33,"label_key":"policyRegulatory"}],"sourceInfo":{"source_id":"zhitongcaijing_hushen_highlight","name":"智通财经"},"weMediaInfo":null,"summary":"截至9:40分，沪指跌0.14%，深成指跌0.69%，创业板指跌0.99%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159310":"芯片产业","159982":"中证500","399300":"沪深300"},"translate_title":"A-share opening express | The three major indices of A-shares collectively pulled back Science and Technology 50 strengthened against the market! Chip industry chain shocks and picks up","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159310":1.5,"159982":1.5,"399300":1.5},"content_text":"美伊和谈前景扑朔迷离，令华尔街多头信心动摇。尽管油价大幅下挫，美股主要指数周三收盘基本持平。\n5月28日，A股三大指数集体低开，科创50指数逆市走强。截至9:40分，沪指跌0.14%，深成指跌0.69%，创业板指跌0.99%。\n盘面上，芯片产业链震荡回升，晶圆代工、硅片方向领涨，华虹公司涨超10%，续创历史新高;算力租赁概念盘初活跃，大位科技一字涨停;电力板块反复活跃，粤电力A二连板，华电能源触及涨停;房地产板块异动拉升，天健集团直线涨停，津投城开涨超6%;贵金属、半导体、白酒、光伏设备等方向跌幅居前。\n展望后市，中信建投认为，短期市场大概率呈现“指数温和震荡、风格加速轮动”的特征，行情重心或将从前期的AI算力等成长方向向低位消费、电力及半导体国产化替代方向阶段性迁徙。\n热门板块\n1、电力板块反复活跃\n电力板块反复活跃，粤电力A二连板，华电能源触及涨停，华银电力、华电辽能、甘肃能源跟涨。\n点评：消息面上，5月27日13时44分，广东电网用电负荷今年第一次创新高，达到1.6593亿千瓦，同比增长0.61%，较往年首次峰值出现时间提前近两个月。\n机构观点\n中信建投：短期市场大概率呈现“指数温和震荡、风格加速轮动”的特征\n展望后市，需高度关注长鑫科技IPO过会后对存储产业链的实质性带动强度，以及热钱从高位科技板块出逃后会否在消费与电力方向形成新的持续性热点。综合而言，短期市场大概率呈现“指数温和震荡、风格加速轮动”的特征，行情重心或将从前期的AI算力等成长方向向低位消费、电力及半导体国产化替代方向阶段性迁徙。\n东方财富证券：科技仍是全年较为确定的主线赛道\n东方财富证券首席策略官陈果在研报中表示，经历了前期涨幅显著的“复常交易+季报行情”后，市场对于结构的分歧度正在上升，部分资金寻求结构再平衡与轮动切换，表现为前期涨幅较高的AI算力(光模块、存储)热门赛道出现回调，部分资金选择阶段性止盈兑现。陈果判断，中期维度，AI产业资本开支、订单落地、业绩兑现三重高增逻辑未变，叠加宏观经济K型分化强化科技板块盈利优势，科技仍是全年较为确定的主线赛道。建议规避前期涨幅透支的高位题材，优先布局产业景气确定性高、订单业绩扎实、前期涨幅相对滞后的硬核细分环节。\n国盛证券：星舰V3首飞验证核心能力，SpaceX上市有望开启商业航天新纪元\nSpaceX上市进程加速叠加星舰系列持续迭代，正在重塑全球商业航天的竞争格局与估值体系，其龙头外溢效应有望映射至A股产业链形成共振。投资端推荐优先聚焦产业链上游高壁垒、业绩早兑现环节，重点筛选深度绑定国家队星座工程、具备不可替代技术壁垒、产能储备与在手订单高度匹配，以及直接受益于星链部署加速的优质企业。\n本文转载自“腾讯自选股”;智通财经编辑：李佛。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2638653090","isCrawlerRequest":true}

A股开盘速递 | A股三大指数集体回调 科创50逆市走强！芯片产业链震荡回升

精彩评论

A股开盘速递 | A股三大指数集体回调科创50逆市走强！芯片产业链震荡回升