国信海外-收市小结(2020-04-27,星期一)

By:

Sales Trader, International Business Division

市场概况

三大指数集体高开,一波下杀后拉升走高,午后震荡回落。今天银行扛起了整个市场,创投概念表现较强,早盘强势的农村电商、特高压午后有所回落,5G板块虽有异动但持续性不强,整体市场题材炒作欲望较差。高位股昌红科技、新筑股份等开盘跌停,深粮控股、四方股份午后封死跌停,市场短线情绪比较恐慌。盘面上看,银行、IPv6、高速公路等涨幅居前,船舶制造、贵金属、光刻胶等跌幅居前。截至收盘,沪指涨0.25%,报收2815点;深成指涨0.28%,报收10452点;创业板指涨0.74%,报收2018点。

消息面

  1. 据腾讯新闻,中国证监会目前已经派驻调查组进驻深陷财务造假丑闻的瑞幸咖啡多日。此外,多位审计人员正在对瑞幸的财务状况进行审计。一位接近证监会的人士表示,2020年3月1日起施行的经修订后的《中华人民共和国证券法》,赋予证监会“长臂管辖”权:在中华人民共和国境外的证券发行和交易活动,扰乱中华人民共和国境内市场秩序,损害境内投资者合法权益的,依照本法有关规定处理并追究法律责任。
  2. 根据中国信息通信研究院泰尔终端实验室统计分析,2020年第一季度申请进网的手机产品106款,其中5G手机57款,款型占比53.77%,与2019年第四季度相比,增长14.7个百分点;其中4G手机37款,款型占比34.91%,与2019年第一季度相比,4G手机款型占比下降49.5个百分点。

中国第一汽车集团有限公司与丰田汽车公司今日宣布,双方决定重组管理体制,以促进在中国的持续性成长。天津一汽丰田汽车有限公司将成为一汽丰田系企业的统括企业,其他一汽丰田系的整车及发动机制造企业将作为其全资子公司归入旗下。

交易点评

从当前位置来看,前期资金介入集中度比较高,股指上行会愈加乏力。在消息面无利好信息刺激下,股指难有良好表现,预计股指将在此位置附近,形成缩量反复拉锯走势。

资金流向

行业板块资金流向方面,资金流入居前的板块是农林牧渔、仪器仪表和房地产行业,资金流出居前的板块是机械、化工和汽车制造行业。 沪股通及深股通方面,沪股通资金净流入25.29亿元,当日余额494.71元;深股通资金净流入28.63亿元,当日余额491.37亿元。

截止收盘

开盘收盘涨跌幅%成交额(亿元)
上证指数2812.242815.490.252252.94
深证成指10449.1310452.170.283313.52
沪深3003808.023822.770.681453.01
创业板2011.162018.670.741081.14

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