A股行情向好，关注涨价与算力

2026-03-02 19:47:23 智选 TGB湖南人微信号

今日三大指数全天分化，沪指探底回升涨 0.47%，创业板小幅收跌 0.49%，两市总成交额 30457 亿，个股跌多涨少。受周末中东局势影响，早盘 A 股全线低开。盘面上，油气股全面爆发，超 30 股涨停；贵金属、有色资源、光通信、算力、化工等板块表现活跃；光伏板块下挫，双良节能一字跌停。市场两大主线涨价和 AI 算力已成定局，年后行情震荡向上，离前高新高仅差 8 点，日内成交额明显放量。指数方面量能活跃突破 3 万亿，上证指数创近期新高，连板高度下降到三连板。AI 军工、主板商业航天卫星方向共振发酵。

股票名称 ["洲际油气","中国石油","准油股份","石化油服","山东墨龙","湖南黄金","西部黄金","四川黄金","华锡有色","新金路","翔鹭钨业","中稀有色","锡业股份","烽火通信","泰晶科技","法尔胜","特发信息","凯格精机","泰佳股份","长源东谷","金牛化工","兴化股份","赤天化","泸天化","双良节能","创华如科技","创观想科技","雷科防务","航天彩虹","中国卫星","中国卫通"]
板块名称 ["油气股","贵金属板块","有色资源股","光通信板块","算力板块","化工股","光伏板块","AI军工","商业航天卫星"]
A股行情、涨价题材、算力板块
看多看空沪指探底回升并上涨，指数近期新高，日内成交额明显放量，A股继续走出独立向上行情，市场两大主线涨价和AI算力已成定局，年后行情震荡向上，现离前高新高仅差8点，且指数共振突破，可见村里对关键事件节点控制清晰，所以看多A股。