2000亿芯片龙头跌停！本轮科技股行情的拐点到了吗？
<section powered-by="xiumi.us" style="margin: 0px; padding: 0px 5px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; font-size: 15px; color: rgb(62, 62, 62); line-height: 1.8; letter-spacing: 1px;"><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;">周二早盘，A股三大股指低开高走，截至午间收盘全线翻红。个股延续普涨态势，两市半日成交额达8838亿元。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important;"/></p></section><p></p><section powered-by="xiumi.us" style="margin: 0.5em 0px; padding: 0px 0.5em; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; text-align: center;"><section style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; width: 651.012px; box-shadow: rgb(102, 102, 102) 3.53553px 3.53553px 8px; display: inline-block; line-height: 0; border-color: white; height: auto !important;"></section></section><section powered-by="xiumi.us" style="margin: 0px; padding: 0px 5px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; font-size: 15px; color: rgb(62, 62, 62); line-height: 1.8; letter-spacing: 1px;"><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; color: rgb(255, 76, 65);">盘面上，前期强势板块持续分化，锂电池、芯片等概念高位回撤。医药生物、券商等超跌板块则涨幅较前。</span></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;"/></p></section><section powered-by="xiumi.us" style="margin: 10px 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; text-align: center;"><section style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; display: inline-block;"><section style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; display: inline-block; vertical-align: bottom; width: 0.5em; height: 0.5em; border-radius: 50%; background-color: rgb(120, 92, 57);"><section style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;"><svg viewbox="0 0 1 1" style="float:left;line-height:0;width:0;vertical-align:top;"></svg></section></section><section style="margin: 0px 0px 0.25em; padding: 0px 10px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; display: inline-block; vertical-align: bottom; border-bottom: 1px dashed rgb(174, 170, 143); font-size: 15px; color: rgb(120, 92, 57); line-height: 1.8; letter-spacing: 1px;"><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; overflow-wrap: break-word !important;"><strong style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important;">千亿芯片龙头跌停</strong></p></section></section></section><section powered-by="xiumi.us" style="margin: 0px; padding: 0px 5px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; font-size: 15px; color: rgb(62, 62, 62); line-height: 1.8; letter-spacing: 1px;"><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;">早盘，近2000亿元市值的芯片龙头北方华创封住跌停，截至午间收报362.35元/股，成交38.87亿元。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important;"/></p></section><section powered-by="xiumi.us" style="margin: 0.5em 0px; padding: 0px 0.5em; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; text-align: center;"><section style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; width: 651.012px; box-shadow: rgb(102, 102, 102) 3.53553px 3.53553px 8px; display: inline-block; line-height: 0; border-color: white; height: auto !important;"></section></section><section powered-by="xiumi.us" style="margin: 0px; padding: 0px 5px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; font-size: 15px; color: rgb(62, 62, 62); line-height: 1.8; letter-spacing: 1px;"><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;">昨日晚间北方华创大股东的一纸减持公告是公司股价跌停的直接触发因素。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;">8月2日晚间，北方华创发布公告称，实际控制人北京电子控股有限责任公司计划自公告披露之日起15个交易日后的6个月内，以集中竞价交易或大宗交易方式减持北方华创股份数量累计不超过496.5万股，占公司总股本比例1.00%。按目前股价计算，套现市值近20亿元。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important;"/></p></section><section powered-by="xiumi.us" style="margin: 0.5em 0px; padding: 0px 0.5em; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; text-align: center;"><section style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; width: 651.012px; box-shadow: rgb(102, 102, 102) 3.53553px 3.53553px 8px; display: inline-block; line-height: 0; border-color: white; height: auto !important;"></section></section><section powered-by="xiumi.us" style="margin: 0px; padding: 0px 5px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; font-size: 15px; color: rgb(62, 62, 62); line-height: 1.8; letter-spacing: 1px;"><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;">北方华创是目前国内集成电路高端工艺装备的龙头企业。该公司自2017年以来，上涨幅度已接近20倍。股价由20元出头，上涨至最高的432元。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important;"/></p></section><section powered-by="xiumi.us" style="margin: 0.5em 0px; padding: 0px 0.5em; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; text-align: center;"><section style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; width: 651.012px; box-shadow: rgb(102, 102, 102) 3.53553px 3.53553px 8px; display: inline-block; line-height: 0; border-color: white; height: auto !important;"></section></section><section powered-by="xiumi.us" style="margin: 0px; padding: 0px 5px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; font-size: 15px; color: rgb(62, 62, 62); line-height: 1.8; letter-spacing: 1px;"><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><strong style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important;">有市场人士认为，北方华创遭大股东减持这一事件或将成为芯片本轮行情的阶段性拐点。近期行情的极端分化，市场脆弱性上升，叠加后续增量资金的负面担忧，当前热门赛道的调整压力恐将继续上升。</strong></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;">在芯片板块的下行压力下，锂电等新能源概念早盘同样回撤，久吾高科、西藏珠峰等跌超10%，格林美跌近5%，宁德时代跌幅超过2%。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;"/></p></section><section powered-by="xiumi.us" style="margin: 10px 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; text-align: center;"><section style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; display: inline-block;"><section style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; display: inline-block; vertical-align: bottom; width: 0.5em; height: 0.5em; border-radius: 50%; background-color: rgb(120, 92, 57);"><section style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;"><svg viewbox="0 0 1 1" style="float:left;line-height:0;width:0;vertical-align:top;"></svg></section></section><section style="margin: 0px 0px 0.25em; padding: 0px 10px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; display: inline-block; vertical-align: bottom; border-bottom: 1px dashed rgb(174, 170, 143); font-size: 15px; color: rgb(120, 92, 57); line-height: 1.8; letter-spacing: 1px;"><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; overflow-wrap: break-word !important;"><strong style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important;">医药板块回暖</strong></p></section></section></section><section powered-by="xiumi.us" style="margin: 0px; padding: 0px 5px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; font-size: 15px; color: rgb(62, 62, 62); line-height: 1.8; letter-spacing: 1px;"><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;">超跌蓝筹白马股则延续了周一的强势表现，今日医药板块接过领涨主力。常山药业、赛升药业20%涨停，智飞生物大涨12%，恒瑞医药、爱尔眼科、片仔癀、迈瑞医疗、复星医药等个股均有不同幅度的拉升。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important;"/></p></section><section powered-by="xiumi.us" style="margin: 0.5em 0px; padding: 0px 0.5em; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; text-align: center;"><section style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; width: 651.012px; box-shadow: rgb(102, 102, 102) 3.53553px 3.53553px 8px; display: inline-block; line-height: 0; border-color: white; height: auto !important;"></section></section><section powered-by="xiumi.us" style="margin: 0px; padding: 0px 5px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important; font-size: 15px; color: rgb(62, 62, 62); line-height: 1.8; letter-spacing: 1px;"><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; overflow-wrap: break-word !important;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;">安信证券策略团队认为，从市场风险偏好来看，市场对于行业政策和外资流出的焦虑情绪已经基本释放完毕，继续大幅下降的可能性不高。但受市场增量资金短期偏紧等因素影响，短期大盘或将继续处于调整阶段，部分热门赛道也将面临更大的调整压力。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;">从中长期来看，安信证券认为成长中期主线的逻辑依然成立，成长股的结构性牛市有望在调整期结束后得以延续。建议投资者等待市场平稳后，逢低加仓光伏、军工、新能源车、半导体、汽车、5G、CXO等高景气长赛道重点方向。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; box-sizing: border-box; clear: both; min-height: 1em; white-space: normal; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; text-align: justify; background-color: rgb(255, 255, 255); box-sizing: border-box !important; overflow-wrap: break-word !important;"/></p></section><p></p><p>来源：上海证券报<br/></p><link rel="stylesheet" href="//www.fqlook.cn/source/plugin/wcn_editor/public/wcn_editor_fit.css?v134_fVa" id="wcn_editor_css"/>
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