A股三大指数反复扬升 创业板指半日涨1.91% PCB、光通信板块强势

金吾财讯
May 22

金吾财讯 | A股三大指数反复扬升,截至午间收盘,沪指涨0.47%,深成指涨1.39%,创业板指涨1.91%。板块上看,PCB、光通信模块、英伟达概念、AI手机等板块涨幅居前;航空机场、酒店餐饮、免税概念、创新药等板块跌幅居前。中信证券表示,从外部环境看,中美两国元首会晤,共同确定了中美建设性战略稳定关系的新定位,中东冲突局势短期降温但潜在波动仍较大;从内部环境看,我国经济复苏基础仍待夯实,企业盈利改善尚待得到充分验证,经济结构与收入结构调整持续推进,财政政策持续发力释放稳增长信号,同时对AI算力、商业航天等科技产业的支持力度不减。

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