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  今日,A股探底回升。

  临近收盘最后半小时,上证50指数放量直线拉升迅速翻红,带动沪深300、上证指数、科创50等也快速走强并翻红。全市场近4400只个股下跌,成交1.14万亿元,与昨日基本持平。

  盘面上,酒店餐饮、银行、黄金、石油等板块涨幅居前,动物保健、元器件、可控核聚变、消费电子等板块跌幅居前。

  Wind实时监测数据显示,银行获得主力资金逾36亿元净流入,交通运输获得逾24亿元净流入,食品饮料获得逾18亿元净流入,社会服务、商贸零售、纺织服饰等也获得超亿元净流入,综合、传媒、美容护理则连续7日获得净流入。医药生物、汽车、电力设备主力资金均净流出逾20亿元,基础化工、有色金属、农林牧渔也净流出超10亿元。

  展望后市,西部证券指出,近期政策与外部环境交织影响市场,建议围绕“政策+业绩”主线,优先配置国产替代(如半导体材料、工业母机)及设备更新受益板块(动态PE<30倍的低估值标的)。需警惕关税反复等潜在冲击,动态平衡仓位以应对市场波动。

  国金证券称,复盘历史,“外需高敞口”组合确实对贸易风险敏感度更高。无论是上一轮贸易摩擦的历史经验,还是近期市场表现来看,以“对美高敞口”组合为代表的股价表现均充分展示其对于贸易风险的高敏感度;相比之下,“对美低敞口”组合股价调整风险或弱于前者,且在短期的“无差别”下杀之后,可能会存在“被错杀”的结构性机会。

  市场热点方面,银行股尾市发力上攻,成为市场翻红的重要推手,板块指数放量涨逾1%,创历史新高,最后15分钟成交占到全天成交的近20%。农业银行、建设银行、上海银行、成都银行等批量创历史新高(复权,下同),中国银行则平了历史新高,工商银行距历史最高点仅差8分钱。

  4月以来,银行股上演“增持潮”。据Wind数据统计,浙商银行、光大银行、邮储银行、成都银行等8家上市银行获股东、董监高人员增持或计划未来增持。

  此外,4月15日,北京银行发布《估值提升计划》,其中提到,自2017年以来现金分红比例均保持在30%以上,未来将在综合考虑盈利情况、资本情况、监管要求和未来可持续发展等多方因素的基础上,进一步增强分红稳定性、持续性和可预期性。

  上海银行也在《估值提升计划》中提到,公司计划未来三年(2025年—2027年)每一年度现金分红比例不低于30%,并将适时实施一年多次分红。

  招商证券表示,短期来看,经过一段时间上涨后,市场进入震荡期,外部环境不确定提升,银行板块的相对估值和股息水平的防御优势再次提升,高股息银行预计再次跑出相对收益。

  随着“五一”假期的临近,旅游股也周期性走强,酒店餐饮方向领涨,板块指数全天保持强势,放量大涨逾3%,逼近年内最高点。金陵饭店盘中垂直涨停,君亭酒店、全聚德等也放量上攻。

  旅游景点、公路铁路、航空机场、航运港口等相关板块也跟随走强,天府文旅、中国国航、京沪高铁、九华旅游等涨幅居前。

  昨日,同程旅行发布《2025年“五一”旅游趋势洞察报告》认为,2025年“五一”假期的旅行热度或将达到2023年以来“五一假期”的峰值,出行高峰预计出现在假期前两日。

  同程旅行数据显示,4月份以来,高星级酒店的预订热度远超三星级及以下的酒店,其中,4星级酒店预订热度同比增长超34%,相比3星级的酒店增速高出近10个百分点。预计这一增长势头,将延续到“五一”假期。

  众信旅游也预计,2025年“五一”黄金周收客人数有望突破超2万人的规模。随着各目的地还在持续收客中,2025年“五一”黄金周市场热度有望创下历史新高。

  万联证券表示,2025年工作重心将聚焦于扩大内需和提振消费,促消费政策的实施力度预计将进一步加大。作为提振消费的核心抓手之一,社服多个赛道今年迎来业绩增长良机,休假制度的落实与优化对旅游市场的带动作用仍将持续,推动扩大入境消费为免税行业带来新的增长点。

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