天天观热点：收评：深成指跌1.33% web3.0概念股掀涨停潮

网易财经11月10日讯早盘沪指低开后震荡回升，临近午盘又再度下挫，深成指和创业板指不断走弱，创业板指跌近2%。供销社概念股继续大涨，天鹅股份走出9连板，天禾股份等涨停。旅游板块走强，西安饮食6连板。元宇宙、Web3.0概念活跃，天地在线等多股涨停。以新冠药为首的医药股继续拉升，众生药业等涨停。国防军工、消费电子等板块走弱。午后三大指数下探后回升，沪指一度接近翻红，临近尾盘三大指数再次小幅回落。Web3.0概念股持续拉升，宣亚国际涨停等逾10股涨停；房地产板块震荡走强，三湘印象封板。光伏概念股持续走弱，帝尔激光跌超10%。半导体板块走弱，苏州固锝跌停。整体看，个股涨少跌多，两市逾3000股下跌。

The Web-friendly early news of November 10 refers to an upturn in low-opening shocks and another fall in proxies to the midday plate, deep fingers and business boards, which continue to fall by nearly 2%. The supply-marketing agency concept unit continues to rise, with the swans moving out of the 9th board and the scaffolding stock. The tourist board is strong, with the Western diet 6 lines. The concepts of the meta-cosm, Web3.0 are active, and the sky and earth are rising by more than 10 shares, and the medical unit headed by the new coronel continues to rise, while the consumer medicine industry and so on. The surfaces of the defence force, the consumer electronics, etc., continue to fall.

【资料图】

截止收盘，沪指跌0.39%，深成指跌1.33%，创业板指跌1.76%。沪深两市今日成交8426亿元。

By the end of the round, the thugs had fallen by 0.39 per cent, they had fallen by 1.33 per cent, and the headlines had fallen by 1.76 per cent.

盘面上，web3.0、旅游餐饮、供销社、中药等板块涨幅居前，半导体、光伏、有色等板块跌幅居前。

On the plate, web3.0, tourist catering, distribution agencies, Chinese medicine, etc. were among the first to increase, and semiconductor, photovoltage, colour, etc., were among the first to fall.

Wind数据显示，北向资金尾盘有所回流，全天净卖出7.57亿元，连续4日净卖出；其中沪股通净卖出0.25亿元，深股通净卖出7.33亿元。

Wind data show a return to the capital tailings in the north, with a net sale of $757 million a day and a net sale for four days; of this, $25 million was net sale from the stock exchange and $733 million from the deep stock exchange.

web 3.0概念掀涨停潮，整体来看，web 3.0概念是虚拟现实方向的延伸炒作。近期有关于该方向的消息面利好不断，近日，工业和信息化部等五大中央部委印发《虚拟现实与行业应用融合发展行动计划（2022—2026年）》，提出到2026年，我国虚拟现实产业总体规模（含相关硬件、软件、应用等）超过3500亿元。此外， 2022世界VR产业大会将在本周末于江西南昌举办，加剧了对于该领域的预期炒作，预计后续仍有望反复活跃。

The concept of web 3.0 has stagnated, and, overall, the concept of web 3.0 is an extension of the virtual reality direction. In recent days, five central ministries, including the Ministry of Industry and Informatics, have published the Action Plan for the Development of Virtual Reality and Industrial Applications (2022-2026), which proposes that the total size of our virtual reality industry (with associated hardware, software, applications, etc.) will exceed $350 billion by 2026. Moreover, the World VR Congress, which will be held this weekend in Jiangxi Namchang, has intensified expectations in this area and is expected to follow up with renewed activity.

医疗信息化板块大涨，消息上来看，11月9日，为推动“十四五”期间全民健康信息化发展，国家卫生健康委、国家中医药局、国家疾控局制定了《“十四五”全民健康信息化规划》（简称《规划》），提出到2025年，初步建设形成统一权威、互联互通的全民健康信息平台支撑保障体系，基本实现公立医疗卫生机构与全民健康信息平台联通全覆盖。 而随着行业信创的逐步推进，预计医疗信息化行业的集中度有望进一步提升，对于医疗信息化头部企业而言或将迎来实质性利好。

On 9 November, the National Health Council, the National Institute of Health and Medicine, and the National Agency for the Control of Diseases developed the "14th Five-Year Plan for the Informatization of Health for All " ( " the Plan " ), which provides for the initial construction of a unified, interconnected and universal health information platform to support the system by 2025, providing basic coverage for all public health-care institutions and the National Health Information Platform. With the gradual expansion of the sector, it is expected that the concentration of the health-information industry will increase further, and that it will be beneficial for the health-information headlines.

供销社概念持续走强，在短线龙头天鹅股份的带动下，供销社概念成为当前延续性最强题材方向，并且赚钱效应在板块整体得以扩散。中邮证券认为，“重启”供销社有利于服务“ 三农” ，契合“ 乡村振兴” 战略发展以及维护农产品市场稳定，助力粮食安全。故后续重点留意，市场对于“乡村振兴”以及种业方向的延伸炒作。

The marketing agency concept continues to be strong, driven by short-line champion swans’ shares, and the profit-making effect spreads across the board. In the view of the SMS, “relaunching” is a useful service for “three farmers” in the context of the strategic development of “village revitalization” and the maintenance of stability in the agricultural market, contributing to food security.

酒店餐饮板块延续强势，根据财通证券近期的研报显示，10月23日-10月29日，国内酒店客房总供给2089万间夜（同比+1.6%），总需求1073万间夜（同比-8.0%），供需差为1017万间夜（同比+14.1%）。环比来看，需求环比+4.3%，供需差环比-3.1%，总体而言，需求持续修复，整体入住率升至53%。酒店餐饮与新冠药同属于与后疫情的复苏逻辑，因此在市场短线风格发生较大切换之前，有望延续震荡走高的态势。

According to recent research on financial instruments, the total supply of hotel rooms in the country was 20,89 million nights from 23 October to 29 October (+1.6 per cent for the same year), with a total demand of 1,073,000 nights (+8.0 per cent for the same year) and a supply gap of 1,017,000 nights (+14.1 per cent for the same year). By contrast, the demand ring was +4.3 per cent, the supply and demand gap was 3.1 per cent. Overall, the demand was continuously repaired, with the overall occupancy rate rising to 53 per cent.

医药股逆市大涨，开源证券称，22年医药行业受疫情扰动严重，消费医疗、医疗服务、中药表现受损，在政策边际向好的情况下，23年有望迎来复苏行情。消费医疗板块如医美、服务、药店等在客流量提升的情况下，业绩有望迎来好转。中药板块，业绩稳定+政策友好+低估值，景气度高。医疗服务板块，以综合医院和肿瘤医院为例，预计四季度旺季经营，板块同比环比有望加速改善。

In 22 years, according to open-source securities, the pharmaceutical industry has suffered serious disruptions, with consumption of medicine, medical services, and Chinese medicine having suffered, and is expected to recover in 23 years with better policy margins. The consumer health panels, such as medical beauty, services, pharmacies, and so on, are expected to improve in the face of rising passenger flows. The medium medicine plate, performance stabilization plus policy-friendly + low valuation and high climate. The medical service plate, using the general hospital and the oncology hospital as examples, is expected to operate in the quarter of the season, with faster progress than the same ring.

国海证券表示，昨日市场延续震荡调整，不过目前市场的亏钱效应尚不明显。而股市估值水平处于历史低位，当股价已经部分反映了利空甚至部分股价已经充分反映了利空，所以本轮回踩的空间与力度或相对有限，短期市场震荡或是主旋律。在热点快速轮动的背景下，控制好仓位，适当逢低关注即可。

The maritime securities of the

state indicate that yesterday’s market has been continuously reshuffled, although the market’s deficit effects are not yet apparent. And stock market valuation levels are at historically low levels, and when stock prices already reflect, in part, the windfall or even part of the stock price, the space and strength of the current round have been relatively limited, short-term market shocks or melody.

光大证券指出，指数在反弹相对高位，热点进入分化，在没有新的情绪催化因素刺激下，市场就会进入目前所看到的缩量整固。这个阶段指数波动会收敛，但是个股的修复仍会继续，所以市场依旧处在可以交易的环境里面。现在的交易策略重点是坚守和埋伏，有反弹趋势的品种多坚守，没轮动过的大类热点可以多埋伏。关注的方向，可以继续沿着风光电、汽车一体化压铸、旅游酒店等方向去挖掘。

The GDR notes that the index is relatively high, that the hotspots are divided, and that without new emotional catalysts, the market will enter the contraction that is currently being seen. This phase of index volatility will cool, but the restoration of the shares will continue, so the market is still in a tradable environment. The focus of the trade strategy is on persistence and ambush, the variety of rebound trends, and the large, non-shifted hotspots can be more ambushed. The direction of attention can continue to dig along wind and light power, car integration, tourist hotels, etc.