国信海外-收市小结

By:

Sales Trader, International Business Division

市场概况

早盘三大指数集体高开,随后全天震荡走高,科技股集体反弹,个股普涨。前期下高位下杀股上演地天板,短线人气回升,盘中RCS、医药、新能源车、农业等板块反复活跃,特高压、数据中心、充电桩等新基建板块表现强势,券商板块因消息刺激异动拉升。盘面上看,RCS、新能源车等板块涨幅居前,仅有1个板块收绿。截至收盘,沪指涨1.59%,报收2827点;深成指涨2.47%,报收10475点;创业板指涨3.24%,报收1985点。

消息面

  1. 科技部社会发展科技司司长吴远彬表示,目前有三个疫苗获批进入临床试验,其中腺病毒载体疫苗已于3月底完成一期临床试验,并于4月9日开始招募二期临床试验者,这是全球第一个启动二期临床试验的新冠疫苗品种。
  2. 分众传媒2020年第一季度业绩预告,归属于上市公司股东的净利润2800万元-4200万元,比上年同期下降87.66%-91.77%。报告期内,受新冠肺炎疫情影响,国内广告市场需求较去年同期有较大幅度下滑,致使公司营业收入同比减少;鉴于全国各地实施较为严格的疫情防控措施,报告期内影院暂停营业(目前尚未恢复),部分城市、社区及道路采取封闭管理(目前已恢复),致使公司在部分城市和地区广告的正常发布受限。

欧菲光:预计一季度净利润为1.2亿-1.8亿元,去年同期亏损2.57亿元。公司各项业务进展顺利,订单稳步释放,高端产品占比提高,核心业务产品营业收入和出货量均实现较快增长

交易点评

整体来看尽管今日行情有所好转,但并未形成新的热点主线,以及消息面和经济数据存在诸多不确定性,短期反弹可保持中性态度。

资金流向

行业板块资金流向方面,资金流入居前的板块是电子信息、电子器件和有色金属行业,资金流出居前的板块是医疗器械、农药化肥和建筑建材行业。 沪股通及深股通方面,沪股通资金净流入58.45亿元,当日余额461.55元;深股通资金净流入106.67亿元,当日余额413.33亿元。

截止收盘

开盘收盘涨跌幅%成交额(亿元)
上证指数2794.802827.281.592236.06
深证成指10300.9610475.712.473657.22
沪深3003777.833825.701.931706.13
创业板1937.291985.433.241232.49
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