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市場(chǎng)行情分析:A股板塊反彈結(jié)束,全線下跌(8.29-9.2)

上周滬深股市結(jié)束反彈,92日上證綜合指數(shù)報(bào)收于2528.28點(diǎn),與前周末的2612.19點(diǎn)相比下跌83.91點(diǎn),跌幅3.21%,深圳成指下跌2.94%,申萬A股指數(shù)下跌3.64%。

A股板塊全線下跌,我們采用申萬一級(jí)行業(yè)指數(shù)為代表,餐飲旅游、食品飲料和家用電器比較抗跌,跌幅分別為1.21%、2.12%和2.82%,而綜合行業(yè)、房地產(chǎn)和交運(yùn)設(shè)備板塊表現(xiàn)相對(duì)較弱,分別大跌4.76%、4.46%4.38%

表1   A股板塊周行情排序


行業(yè)名稱

日漲跌幅

5日漲跌幅

月漲跌幅

最新PE

最新PB

歷史平均PE

歷史平均PB

PE折價(jià)

PB折價(jià)

餐飲旅游

-1.07%

-1.21%

2.21%

48.82

4.06

62.13

4.69

21.42%

13.40%

食品飲料

-0.73%

-2.12%

0.77%

37.21

7.24

46.88

6.71

20.63%

-7.91%

家用電器

-0.74%

-2.82%

-7.89%

17.53

2.82

30.88

3.05

43.24%

7.59%

農(nóng)林牧漁

-1.71%

-3.03%

-5.29%

54.65

4.43

68.47

4.26

20.18%

-4.07%

金融服務(wù)

-1.08%

-3.03%

-2.10%

9.42

1.65

23.10

3.63

59.22%

54.50%

紡織服裝

-1.81%

-3.12%

-3.52%

26.36

3.12

37.94

3.08

30.52%

-1.34%

電子元器件

-0.55%

-3.13%

-6.05%

48.57

3.64

61.59

3.55

21.14%

-2.66%

商業(yè)貿(mào)易

-1.21%

-3.28%

-3.59%

27.80

3.42

40.99

4.33

32.19%

21.07%

采掘

-1.46%

-3.39%

-8.75%

18.95

3.32

24.56

4.24

22.84%

21.66%

輕工制造

-1.26%

-3.61%

-5.07%

35.01

2.55

37.13

2.73

5.72%

6.49%

申萬A股指數(shù)

-1.12%

-3.64%

-5.28%

18.05  

2.70  

28.05  

3.46  

35.65%

22.04%

信息設(shè)備

-1.59%

-3.66%

-7.31%

34.78

3.37

52.86

3.68

34.21%

8.45%

信息服務(wù)

-0.93%

-3.73%

-2.57%

42.91

3.29

49.89

3.54

14.00%

7.13%

黑色金屬

-0.84%

-3.76%

-9.53%

22.03

1.38

32.89

1.95

33.02%

29.31%

醫(yī)藥生物

-1.24%

-3.86%

-4.59%

37.37

4.64

46.33

4.70

19.33%

1.20%

機(jī)械設(shè)備

-1.07%

-3.93%

-7.08%

27.11

3.41

37.64

4.51

27.98%

24.46%

化工

-1.27%

-3.95%

-5.28%

30.04

3.29

30.45

3.41

1.34%

3.42%

公用事業(yè)

-1.11%

-4.12%

-6.61%

23.70

2.27

37.04

2.82

36.01%

19.52%

有色金屬

-0.94%

-4.19%

-7.48%

38.93

4.76

50.30

5.10

22.61%

6.64%

交通運(yùn)輸

-1.27%

-4.25%

-6.15%

16.37

1.75

27.58

3.04

40.65%

42.47%

建筑建材

-1.12%

-4.27%

-8.86%

18.20

2.40

41.29

3.29

55.92%

27.09%

交運(yùn)設(shè)備

-1.07%

-4.38%

-8.55%

20.47

2.88

33.81

3.42

39.46%

15.87%

房地產(chǎn)

-1.09%

-4.46%

-4.74%

17.23

2.21

39.53

3.65

56.41%

39.38%

綜合行業(yè)

-1.51%

-4.76%

-6.22%

29.52

3.52

66.10

3.94

55.34%

10.57%



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