市场大小盘分化加剧！web3.0概念迎涨停潮 而这只供销社龙头走出9连板

　　大盘早盘受外围大跌影响低开，随后指数走势分化，沪指震荡有所回升，创业板指震荡下跌。创业板指黄白分时线明显分化，中小盘题材股逆势活跃。盘面上，虚拟现实相关板块集体大涨，web3.0方向领涨，福石控股、宣亚国际、天下秀、天地在线等超10股涨停。供销社概念股继续强势，天鹅股份9连板，天禾股份、中农联合涨停。此外医药和信创概念股盘中均有所活跃，众生药业、荣联科技涨停，但大多数个股呈现冲高回落走势。下跌方面，赛道股陷入调整，半导体、光伏等板块领跌，帝尔激光跌超10%，苏州固锝尾盘跳水触及跌停。总体上个股跌多涨少，两市超3000只个股下跌。沪深两市今日成交额8428亿，较上个交易日放量641亿。板块方面，web3.0、供销社、传媒、旅游等板块涨幅居前，先进封装、TOPCON电池、光刻胶、小金属等板块跌幅居前。

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　　板块方面

section

　　板块方面来看，今日web 3.0概念成为市场最大的热点，其中创业板福石控股、宣亚国际大涨20%，天地在线、力盛体育、天下秀、东港股份等涨停，此外，中文在线、德马科技涨超10%。从本质而言，web3.0就是对虚拟现实方向的延伸炒作。据GrandView报告数据，到2030年，全球Web3.0区块链市场规模预计将达到335.3亿美元，从2022年到2030年的复合年增长率为44.9%。根据东海证券的研报来看，web3.0的发展以下方向有望获益：1)工业生产：促进工业生产一体化、智能化， 提高效率，降低成本；2) 文化旅游：利用虚拟现实展现文物和景点，体验更具有沉浸性；3)融合媒体：受众群体较多，通过新闻报告、体育赛事、影视动画、游戏社交、短视频等吸引用户，有望领先突破规模；4)教育：刚性需求较大，面向实验性与联想性教学内容，有望大幅提高教学效率。

On the side of the plate, today's web 3.0 concept becomes the biggest hotspot in the market:

　　不过从领涨个股来看，目前该方向仍更偏向于短线题材的模式，在今日情绪高潮后，后续可能会经历短线的分歧整理，因此应对上如仍想参与的话不急于追涨，耐心等分歧后续再寻活口低吸更为稳妥。

However, from //span>, the direction is still more inclined towards short-line issues, and after today's emotional surge, the follow-up may experience short-line divisions, so it would be more prudent not to rush up if there was still a desire to participate, and patience and so on to follow-up differences and suck-down.

　　信创板块今日再度迎来反弹，其中榕基软件在4连板后成为信创方向连板的龙头，荣联科技、飞利信、久远银海等个股涨停。但需注意的是，目前信创内部的分化依旧明显，像前期强势的科安达、格尔软件、深桑达A等却遭遇了明显的回调。可以看到，在榕基软件的带动下信创方向正在逐步高低位的切换，由于信创内部的板块容量较大，市场资金显然更偏向于相对低位股的挖掘，因此就短线套利角度可重点留意信创方向首板股1进2的机会。

　　另外，体育博彩方向午后再度走强，其中东港股份涨停，中体产业、姚记科技、鸿博股份等个股涨幅居前。随着今年的卡塔尔世界杯赛事临近，有望提振竞彩销量并带动全年的彩票销量，在目前短线题材为主导的市场风格下，该方向后续仍有望在盘中反复活跃。

In addition, sports are re-emerged after noon:

　　个股方面

shares

　　今日市场的大小盘分化愈发明显，中小市值的短线题材风格持续受到资金的持续追捧。从高位连板股方向走出了较强的延续，其中供销社概念股天鹅股份实现9连板突破了之前国脉科技的8板记录，后续或仍有溢价空间。而在其不断向上开拓市场空间的背景下，对于其余高位连板股也会起到一定的联动表率作用。另外需要注意的是昨日跌停的竞业达，在尾盘阶段出现资金的抢筹现象，说明目前以短线资金为主题材博弈型行情或有望延续。

The big and small market today is becoming more marked by the fact that the short-line style of the small and medium-sized market continues to be sustained with funds. <[spantana> > > >.

　　那么如何更好地把握各题材快速轮动的节奏便是当前的应对关键。可持续关注各大热点的短线龙头，其中，供销社：天鹅股份、新冠药：众生药业、餐饮旅游：西安饮食；信创：榕基软件、芯片：亚翔集成、新能源汽车：众泰汽车。当上述短线龙头延续强势继续走高时，说明该方向资金认可较高，操作端采取看高做低的应对模式。相反一旦上述个股遭遇集体退潮，那么在短线情绪骤降的背景下，应对上便应先将风险控制置于首位。

So how to better capture the fast-paced rhythms of the various topics is the key to the current response. Sustainable attention to short-line taps in the major hotspots, where: , new crowns: ";

　　后市分析

after city analysis

　　截至收盘，沪指跌0.39%，深成指跌1.33%，创业板指跌1.76%。北向资金全天净卖出7.57亿元，其中沪股通净卖出0.25亿元，深股通净卖出7.33亿元。

As far as the collection is concerned, the platinum falls by 0.39%, deep by 1.33%, and the start-up board by 1.76%. The North sells 757 million yuan on a day-to-day basis, of which

　　受到赛道权重的拖累，创业板指今日呈现出放量回调的走势，以目前来看创业板短线尚未出现止稳信号，后续或将进一步回踩，不过中期来看，目前创业板指仍以区间震荡结构看待即可，在2230附近具有明显的支撑力道。因此当创业板指后续回调至上述区间出现价稳量缩的止跌红K时，进行低吸的风险仍相对可控。此外需要注意的是，目前指数与短线情绪呈现出一定的背离，当指数迟迟无法止跌时，情绪端难免不受影响，那么短线高位题材或将面临着补跌的风险，因此即便目前短线题材方向依旧呈现出现其乐融融的景象，但却要时刻保持居安思危的心态，一旦前排股出现大面积转弱，及时站在短线风险控制一方更为稳妥。

Given the weight of the race, the risk of low sucking is relatively manageable when the board moves back to a steady drop in red K. Moreover, it needs to be noted that there is a certain deviation between the index and the shortline, and that when the index is too slow to stop, the mood will not be affected, so the short-line high profile will be exposed to the risk of retrenchment, so that even if the short-line direction continues to be symmetrical, the risk of low sucking will remain relatively manageable at all times, as long as there is a large shift in the front rows and a more robust position on the short line risk-control side.

　　个股方面，上涨1780家，比上一交易日减少242家。在排除ST股、未开板新股的情况下，涨停59家，比上一交易日增加15家；炸板14家，比上一交易日减少4家；创业板股/科创板股涨停5家，比上一交易日增加4；跌停0家，与上个交易日相同。

On the one hand, there were 1780 shares, 242 fewer than the previous trading day. In excluding /span> a target="_blank' href="90, BK0511's unit ,

　　市场要闻聚焦

Market Highlights Focus

　　1、发改委：到2025年长三角区域资源要素有序自由流动行政壁垒逐步消除统一开放的市场体系基本建立

1, CSD: Towards the elimination, by 2025, of administrative barriers to the orderly and free flow of resource elements in the long triangular region, and towards the establishment of a unified and open market system

　　财联社11月10日讯，国家发改委印发《长三角国际一流营商环境建设三年行动方案》提出，到2025年，长三角区域资源要素有序自由流动，行政壁垒逐步消除，统一开放的市场体系基本建立。与国际高标准市场规则体系全面对接，协同开放达到更高水平。贸易投资和政务服务更加便利，制度性交易成本明显降低，市场主体活跃度和发展质量显著提高，政府治理效能全面提升。区域发展整体水平和效率进一步提升，市场化、法治化、国际化的一流营商环境率先建成，营商环境国际竞争力跃居世界前列。

On 10 November, the Federation issued a three-year programme of action for the construction of a long-triangular international first-class business environment, which proposed that by 2025, the resource elements of the long-triangular region should flow in an orderly manner, administrative barriers should gradually be removed, and a unified and open market system should be put in place. Fuller interface with the international system of high-standard market rules and greater coherence and openness. Trade investment and government services would be facilitated, institutional transaction costs would be significantly reduced, market ownership and quality of development would be significantly improved, and government governance would be generally more effective. Regional development would be further enhanced, with marketization, rule of law, internationalization, and a leading business environment would be established, with international competitiveness in the business environment taking the lead in the world.

　　2、多部门联合印发《进一步提高产品、工程和服务质量行动方案(2022—2025年)

2 Multi-sectoral joint publication of the Programme of Action for the Further Improvement of the Quality of Products, Works and Services (2022-2025)

　　到2025年工业品质量稳步向中高端迈进】财联社11月10日电，市场监管总局等部门联合印发《进一步提高产品、工程和服务质量行动方案(2022—2025年)》，到2025年，质量供给与需求更加适配，农产品食品合格率进一步提高，消费品优质供给能力明显增强，工业品质量稳步向中高端迈进，建筑品质和使用功能不断提高；生产性服务加快向专业化和价值链高端延伸，生活性服务可及性、便利性和公共服务质量满意度全面提升。

By 2025, the Agency's Programme of Action for the Further Improvement of the Quality of Products, Works and Services (2022-2025) was issued jointly by the Directorate General of Market Supervision and others. By 2025, the quality supply and demand were better matched. a target="_blank" href=http://quote.eastmoney.com/unify/r/0.00061"clas="keytip" Data-code=0,0061" "Agriculture ///span>, the quality of food quality of consumer goods was significantly enhanced, the quality of construction and use of industrial goods steadily advanced towards the middle and high ends, and productive services expanded to the higher ends of specialization and value chains, and the quality of life and public services was facilitated and improved overall.

（文章来源：财联社）

(原标题：【每日收评】市场大小盘分化加剧！web3.0概念迎涨停潮，而这只供销社龙头走出9连板)

(责任编辑：65)