伊以冲突下A股油气等板块活跃

2026-03-02 19:47:23 智选盘面说微信号

周末美以伊冲突发酵，早盘A股红盘仅594家。上证指数低开冲高回落再创新高，三桶油及有色贡献指数，因多数个股虽低开但跌幅不大，权重拉升托举指数。板块轮动为主，伊朗相关表现较好。油气航运高开后有兑现，盘中科技表现不佳，资金回流油气航运，油气、甲醇、碳酸锶大涨，港股山东墨龙冲至117%。油气走势受和谈情况影响，T+0的港股或油气基金是较优选择。去年冲突军工穿越，此次可关注化工板块能否穿越。竞价方面，油气、AI军工、甲醇/碳酸锶相关个股表现活跃，科技板块个股表现较分散。

股票名称 ["准油股份","洲际油气","山东墨龙","泰山石油","石化油服","中曼石油","贝肯能源","通源石油","中油工程","中海油服","潜能恒信","德石股份","科力股份","中国天楹","金牛化工","兴化股份","赤天化","金瑞矿业","红星发展","华如科技","展鹏科技","雷科防务","观想科技","中天火箭","中无人机"]
板块名称 ["油气","AI军工","甲醇","碳酸锶","科技"]
伊以冲突、油气板块、化工板块
看多看空虽然周末美以伊冲突导致早盘大部分个股表现不佳，但指数比预期强，上证指数低开冲高回落后又创新高，权重股带动指数上升。板块方面，油气、甲醇、碳酸锶、AI军工等板块表现活跃，部分个股涨停或大幅冲高，整体市场有一定的赚钱效应，所以看多A股。