尾盘，沪指重返3900点！下半年首个“10连板”出现了，什么信号？

每日经济新闻08-06 15:51

每经记者|赵云每经编辑|叶峰　　8月6日，三大指数涨跌不一，沪指走势较强，午后站上3900点；创业板指冲高回落。截至收盘，沪指涨0.57%，深成指跌0.24%，创业板指跌0.55%。　　板块来看，煤炭板块集体走强，电子特气概念盘中持续走强，数字货币概念异动拉升，PCB概念震荡回升，医药商业板块表现活跃。下跌方面，电力板块跌幅居前。　　全市场超2700只个股上涨。沪深两市成交额...

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The first \"10 consecutive boards\" appeared in the second half of the year. What signal?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"399001":1.84,"399006":1.85,"000001":1.95,"03147":0.6,"07234":0.6},"content_text":"每经记者|赵云    每经编辑|叶峰    \n　　8月6日，三大指数涨跌不一，沪指走势较强，午后站上3900点；创业板指冲高回落。截至收盘，沪指涨0.57%，深成指跌0.24%，创业板指跌0.55%。\n　　板块来看，煤炭板块集体走强，电子特气概念盘中持续走强，数字货币概念异动拉升，PCB概念震荡回升，医药商业板块表现活跃。下跌方面，电力板块跌幅居前。\n　　全市场超2700只个股上涨。沪深两市成交额2.53万亿元，较上一个交易日缩量1309亿元。\n　　今天是本周“出金日”，也是周二、周三连续上攻后，A股预期之内的分歧日。\n\n　　参考万得全A指数日K线，市场盘中下跌，最终在20日线与年线之间，收出阳线。\n　　这通常不提示反弹趋势有变，但上方（年线）是压力位。\n\n\n　　结合分时走势与量能变化来看：\n　　9：30~10：30，市场低开高走，得益于资金低吸，但这段时间大盘始终缩量。\n　　10：30~11：30，指数放量回落，意味着有更多资金选择撤出（不论近期获利盘还是早间低吸做T），多方在水上承接力稍弱。\n　　午后指数回落至早盘低点附近，被二度接起，尾盘小幅拉升翻红。\n　　个股方面，10：30~13：40，下跌家数一路攀升，最高接近4300家。这段时间，不论7月中旬开始反弹的非科技股，还是本周刚开启“超跌反弹”的科技股，都陷入一定分歧。\n　　但市场的投机情绪仍在。截至收盘，今天刚复牌的爱丽家居录得第10个涨停（此前与7月21日至31日连续涨停后停牌），为下半年首个十连板。\n\n　　去年12月到今年1月，锋龙股份和胜通能源曾分别走出18连板和14连板，代表着彼时连板风格达到极致。\n\n　　而今年二季度以来的A股，趋势风格总体更占优势，有观点认为，恰好是7月科技股的“鲸落”，让短线资金又开始尝试在连板中寻找赚钱效应。\n　　因此，今天的分歧虽暂不影响反弹趋势，却可能给短线的轮动带来更多变数。\n　　最后，来看看板块。\n\n　　煤炭板块全天走强，午后甚至爆量冲高。这对沪指尾盘站上3900点有较大助力。\n　　消息面上，8月5日，动力煤价格指数全线上调，5500大卡报839元/吨涨5元/吨，煤价的持续走强直接提振了市场对煤炭企业盈利的预期。在2025年“反内卷”严控煤炭超能力生产政策延续的背景下，叠加安监系统性加严、部分矿井停产整改，2026年下半年国内动力煤供给端产量收缩趋势将延续。\n　　与煤炭同属资源品方向的贵金属、油气等，虽然也涨幅居前，但盘中波动较大。\n　　它们午后再度拉起，或许是与种植业、地产、消费等板块联动走强，即基于防御思路。\n　　至于科技线，“光”（通信）与“芯”（元件、半导体）两大板块，以及昨日走强的材料端，都是早盘低开后，抄底资金最热衷参与的方向。它们的拉升和回落节奏都与大盘吻合。\n　　图片\n　　招商证券认为，进入8月，市场风格选择布局成长超跌反弹。当前A股市场仍处于上行周期，经历7月的大幅调整后，市场或难以回到此前的单边行情，再平衡的需求增加。不过单从8月来说，红利资产短期进一步上行空间可能受限。\n　　该机构表示，8月季节效应显示，近10年以来8月偏价值的风格指数相对占优，但是，中证2000、TMT板块胜率同样较高，胜率仅次于金融指数。\n　　历史上A股大幅调整后的反弹中，中证1000、创业板指为代表的成长指数胜率和涨幅都比较靠前。\n　　中信建投则指出，AI算力产业链已进入下游需求倒逼上游产能的深度爆发期。云巨头在AI应用端已建立起较强的商业变现能力与确定性，而上游核心光学组件巨头Lumentum产能可能很快提前售罄至2028年，揭示了底层硬件支撑的紧缺与建设周期之长。这种从云端软件营收增速到硬件基础设施长达数年的订单锁定，构成了当前AI行业最为坚实的景气循环闭环。\n　　封面图片来源：每日经济新闻","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","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/2657830266","isCrawlerRequest":true}