2024年开年以来已经一个多月了,但是股市的低迷并未有所缓解反而愈演愈烈,2月5日更是上演了千股跌停的“奇景”,除了不到1%的股票在上涨外均出现了不同程度的下跌,整个市面上哀鸿遍野。
从大的板块来看,只有银行板块是整体上扬的,而其余所有版块均出现了不同程度的下跌,银行板块有三分之二的股票都呈现逆势上涨的波动,涨幅最高的为中信银行的4.93%,宁波银行、工商银行紧随其后。
这一轮银行板块的上涨很大程度上是受到新消息的影响,2月5日新一轮降准正式落地。中国人民银行下调存款准备金率0.5个百分点,向市场提供长期流动性约1万亿元,这一系列政策导致市场上较为看好银行板块的前景,因此出现了逆势上涨。
![screenshot-20240205-132120](https://production-app-asset.traderknows.com/images/33d55b0162244710b725205b6c91a414.width-800.png?Expires=1728339487&Signature=xYGpGBezKuEx-DmUMYfKSmJX-OpFb-vfrwBF~JCKxaNDHDLBLWHoQEDZ9sU~n4xNtQV9MVkU1sTGMjCn0Yb5HvaR1w-fPnZgXiKLLjtYfzi8pdHBxNkav5FXlEZfz-xTJ4pCfXBoo8jpjl6q7IY2ZQddR84iiwf1MrVARe5rAd8pctgUNo7QDTwaiJ0ZJPdwoE6Ms7esb3ZiUHoeZl7X5udJ1LxuxrNwd7-CCL5rZhHZtbroNjk6I3c3IEd~QqudQfqHajeN-DbUjSm~AIfFl8GCNrP5KCB~Q4BGQikpwm1B2BWpgRVeGKSN~Cb8A1Lse9491-P58OvBTf9gRN1O1A__&Key-Pair-Id=K3LHBTUA5A7KEY)
![screenshot-20240205-132958](https://production-app-asset.traderknows.com/images/7107eac35407405290f06bff17cee34a.width-800.png?Expires=1728339487&Signature=Nkm9jBVOSNa8AIjUr3~ge7-1E13U3gnzCEa6XSE5-Ln9Okc2riCkFw9C3ONYv-MgL4Mcz4uroiJ1FAIApEmyrr3l5pvrdf8SyvYsTLVbbACkJnlRm57XsqKyk2CLhVH0NQSZbH~qgsU-8bPFLXHHh0nvCMgI0T20lqx467RxQxt49yeWsSMb4KLCaG6e507bQZhc1skYjXQcr8~NxPb74BHu6bzGO1q98GrWYP4MM9HWq~dPxDFGwPvUp5Vq5kbntwjD3~rq8VMyJOUiF2En860mMQaIL9TT247cdSaOG2WIJcQqaMEoza9RIW9c0l69uMY3mDgYJ-954Db3iFLg4g__&Key-Pair-Id=K3LHBTUA5A7KEY)
而除了银行以外形式相对较好的还有交通运输相关的板块,比如机场航运、码头航运、公路铁路运输等,虽然也呈现整体下跌,但也称得上有涨有跌。交通板块受近日的春运节点影响有所上扬属于正常,这一波热度可能还会持续一段时间。
![screenshot-20240205-133247](https://production-app-asset.traderknows.com/images/4d54b73588954f0bb2120d965ec73337.width-800.png?Expires=1728339487&Signature=Ne5pd5Q-fcrwhN53lZ60TqBEHR9T9-vGJR24aruqx4KCFTOdSrE9P-fJsvFA5ZhcJlupKrEx5G4iL0R4HzseyFwFJBW102F3YbQt40pu5gKbCr4RPN81x9Cj4RkY1UNOHQc3xfxR5Uuove83chYhc2dZ3anT4R-TORA~cisHuEouSZacU2KnWaPf~4hsVS18~IE58bnGxvT4B~5MpbgIRLOfqaNgx7MpNBvib-EO2Mj16esJ3Y2Pmhdk9nDWZdfNs5L9mjLlWh~yEL-rwH9WBfq9EgkE1VgeSqBI~hj5udcGuC~M~QbjPOjSyvKSLyek6hUv5aUXaFcLnmwy6x7GWw__&Key-Pair-Id=K3LHBTUA5A7KEY)
![screenshot-20240205-133258](https://production-app-asset.traderknows.com/images/954f38e4387d48e9b33e50117003827b.width-800.png?Expires=1728339487&Signature=WZWVGwi0PeBEJIwqspdDFjlU~4jWcd0Btvti7S5WxB~cAWIFJ6zuXI6pCtLWMX~JGSGQPj7ROGSYa0Y23bmywbfuE9O7xl~dS1AyPi9LGBsAYRkwmf1bFOJk7fqj1R79ztrRHBVS10WdI2Pj0crywnpsiFGkgl0RStSuyx7TXH5Zf6kmSwlNP7vzroXa2tkd6YJjRBJRdQQWIJQ4ce6PpqARsrCLYmkhBJ1~tc-Ij9nUhJPn3Fnw3HEaUQgzQQpnerUjOIkOGt~9BgqbZbPw3mZT-UEM6K2Zkug8zlqut0qRa7RmawXBVITmYrJVmW1MbMm80g4f024C0tEBnrypTA__&Key-Pair-Id=K3LHBTUA5A7KEY)
而除了银行以外另一个和金融密切相关的板块也出现了较大幅度的上涨,可以说是仅次于银行板块,那就是证券。
光大证券出现了高达6.94%的上涨,且还在持续上涨中,而首创证券以超过4%的涨幅紧随其后,招商证券、中信证券、申万宏源等多支证券股也紧随其后出现了不同幅度的上涨。
![screenshot-20240205-133847](https://production-app-asset.traderknows.com/images/18d21f4b41cd4448bc5cf7b94031290c.width-800.png?Expires=1728339487&Signature=0eaIMzmXenLK16~qUJAMI9-2-Q8EKCMG4fzuR2j9bilMcQb4fvfroADHL36RU1Ljv8O-rSBUIRKExVM0J14YKkvfrviNhRn8kEfIPvV9bB7P9dfjvAUz-d4FZ3C~xDpvdl3gnwSxWv3-3Bp0xqqtJRQkSdKzHEpZzBPcchZRHcTApz9sUzR3P5Ls3U6cQUMAx8I8uG1Fml77N8BpaOViGBsDDyyuCwKO0xxrGP~uTRA8SH1o9Xtx9EEOwMuTr-o8fMqbv3ysgE17qdtuJD8dKgnzv7eac3XXv9MJM7MYv0JMepbbw~tj0H94~uus-3t~ZZdqJVVkGCvMm~AMZHcJEQ__&Key-Pair-Id=K3LHBTUA5A7KEY)
光大证券在前几日公布了”2023年度计提资产减值准备6.69亿元,减少净利润约6.40亿元 ”的消息后迎来了连日的下跌,在今天终于是实现了逆转。
![screenshot-20240205-134237](https://production-app-asset.traderknows.com/images/efc1e4f4ad1445b38c15cf8905ad5bb5.width-800.png?Expires=1728339487&Signature=wK60hJcBKO3Qqzd3Qy~Pf9w-6NcwBC2-eBaeawIFlYsLn4waWN0zHLOe826IypUysVszPCiUkyNBMELmuCYhc6fEyciqWLGHPKs718NhbfOgCl9XnXOaWY1dsytsgV-SfeKN5D4ONTM-9jgPI47kT1H-dDjnlsOQOsYnsyo428NxTcDubH03o~m6JLMyBZ5zddwsHIcBEfO39K0Gjuw3edXzV8EI7OG43l9-AmArI~2tyiWBufqcykhxRrDPPTh453vcRXnlS4K3SWXjNwb4makqVLSlejHX74mUwdvy5WnukpKbnOqqHHD-JfAbXBa5Zq1bd2NztoqT6VYsQDFatw__&Key-Pair-Id=K3LHBTUA5A7KEY)
说完了逆势上涨的,我们再来看一下顺势下跌的,除了“老客户”地产板块、教育板块等,电子产业相关的也均出现了大幅下跌。
![screenshot-20240205-134455](https://production-app-asset.traderknows.com/images/44b1dfbe1fc24cc6828e2061029eea76.width-800.png?Expires=1728339487&Signature=AvicBUyiMIxg6dYhYJevtsQ1NlqNecWZiNdkWBFhFsaXEWHHQH1wkvvbas6cJHtptA3cs2dr-kSzlatf1cj6rOG91QBrnDw8BWh~A1tcSeQ1DOMLuOmzKmIoQGlSb2GyvGkVtFwfB~9rKO0D69Ltz9G-4wDjik3D4~v9mdu8l7ZHdKmOzZTtYwGHBfxlZqXc0o7ZGyHVDy46Akzhsjc3AuC1wMzjqz1nLRdjRWTW93p~KI~Dn701Ibusz-hlSjXMF5i0iqpkwFpy4WIE7KMOf5Epj67-E4yCztOhRLwKEQAUMfFtOb6pntxvkm8gjzRunjI2Zj7JzRkgQzpNRhLgAA__&Key-Pair-Id=K3LHBTUA5A7KEY)
可以说今天的股市依旧是一片惨淡,各位投资者请务必慎重考虑自己的抗风险能力,是要顶住压力继续坚持还是尽早认亏离场,各位可以结合自己的实际情况来做决定。