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周三早盘,A股主要指数震荡走弱,创业板指领跌。截至午间收盘,上证指数跌0.92%,深证成指跌1.96%,创业板指跌2.47%。A股市场半日成交额6955亿元,较上个交易日同期缩量130亿元。

AI识股

盘面上,内需方向整体表现活跃,旅游酒店板块震荡走强,君亭酒店盘中涨近15%,金陵饭店涨停;银行板块午前拉升,农业银行、建设银行等股价盘中创历史新高;电力股反复活跃,乐山电力(600644)走出3连板行情;次新股逆势走高,长联科技以20%幅度涨停。

旅游酒店板块表现活跃

金陵饭店涨停

早盘,旅游股表现活跃,君亭酒店盘中一度涨近15%。截至午间收盘,金陵饭店涨停,君亭酒店涨超9%,同庆楼、首旅酒店、九华旅游等涨幅居前。

消息面上,“五一”假期临近,旅游市场迎来预订高峰。途牛数据显示,今年“五一”出游人次同比翻倍,国内长线游占四成,出境短线游占比三成,其中日本、东南亚最热门。

此外,近日,国家税务总局发布《关于推广境外旅客购物离境退税“即买即退”服务措施的公告》,该公告对离境退税“即买即退”的主要内容、办理流程和施行时间作出明确规定,将该项服务措施从多地试点推广至全国。

江海证券对此点评称,出行链相关配套的酒店及餐饮板块将受益于入境游市场的不断扩容。2024年我国入境游客1.32亿人次,同比增长60.8%。“即买即退”政策提升了我国商品性价比,使得商品对入境游客更具吸引力,总消费量有望进一步提升。

展望后市,国金证券认为,市场“波动率”或趋于上行,中小盘成长风格将“切换”至大盘价值防御,持续周期至少在一个季度,直至“盈利底”迹象出现;考虑A股“市场底”已现+AI产业逻辑催化,预计科技成长依然具备部分结构性机会。此外,在外需冲击扩大的背景下,近期政策利好彰显“扩内需”决心,首选母婴消费、教育和饮料乳品等,次选酒店餐饮、旅游及景区、医疗美容、饰品等。

电力板块反复活跃

乐山电力3连板

电力股近期反复活跃,今日早盘再度走强。截至午间收盘,乐山电力涨停,大连热电(维权)、西昌电力、赣能股份、明星电力等跟涨。

走出3连板行情的乐山电力近日发布股价异常波动公告称,经自查,公司目前经营正常,公司市场环境或行业政策未发生重大调整、生产成本和销售等情况亦未出现大幅波动、内部经营秩序正常,不存在应当披露而未披露的信息。未发现对公司股票交易价格产生重大影响的媒体报道或市场传闻。

消息面上,4月14日,国家发展改革委、国家能源局印发《新一代煤电升级专项行动实施方案(2025-2027年)》,推动煤电在新型电力系统中更好发挥兜底保障和支撑调节作用,以新一代煤电发展促进传统产业转型升级。

长江证券表示,电力运营商内在价值将全面重估。随着电力体制改革稳步推进,火电经营环境有望持续改善,新能源三重底部共振下,行业投资长夜将明。

2025年4月11日,云南监管局发布批复称,《关于核准周娜交通银行曲靖分行行长任职资格的请示》(交银云〔2025〕16号)收悉。经审核,现批复如下:

一、核准周娜交通银行曲靖分行行长任职资格。

二、交通银行应要求上述核准任职资格人员严格遵守金融监管总局有关监管规定,自交通银行政许可决定作出之日起3个月内到任,并按要求及时报告到任情况。未在上述规定期限内到任的,本批复文件失效,由决定机关办理行政许可注销手续。

三、交通银行应督促上述核准任职资格人员持续学习和掌握经济金融相关法律法规,牢固树立风险合规意识,熟悉任职岗位职责,忠实勤勉履职。

重生之腓特烈威廉三世:带你走进不一样的观影体验!的相关文章 漂泊带土PV及部分技能演示【与琳同行亦或孑然漂泊】的相关文章
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