国信海外-收市小结(2020-05-06,星期三)

By:

Sales Trader, International Business Division

市场概况

今日A股三大指数低开高走,全天上扬,创业板盘中涨逾2%,回补上方跳空缺口。今日以半导体、软件为代表的国产替代板块及消费电子板块引领股指上涨,科创板全面爆发,科技股成市场主线,光刻胶股掀涨停潮,农业、稀土、汽车板块全天强势,文化传媒、燃料电池、食品、5G等板块盘中走强,市场题材全面开花,炒作情绪高涨,机场航运、酒店旅游等假期受益板块回调。盘面上看半导体、稀土永磁、农业种植等涨幅居前,旅游酒店、民航机场、高速公路等跌幅居前。截至收盘,沪指涨0.63%,报收2878点;深成指涨1.51%,报收10883点;创业板指涨1.97%,报收2110点。

消息面

1.   据21财经报道,棚改专项债将恢复发行,部分地方已在梳理棚改专项债项目清单。监管部门对本次棚改专项债提出三个要求,一是此次棚改专项债仅支持已开工项目,且不得用于货币化安置项目。二是棚改项目必须纳入年度棚改计划任务。三是棚改项目信息与相关材料要件信息一致,如立项批复、用地预审、“一案两书”等。

2.   据华尔街日报报道,吉利德科学周二表示,将与其他制药商联合达成协议,在美国以外地区生产和销售治疗新冠肺炎的药物瑞德西韦,至少在2022年之前,向欧洲、亚洲和发展中国家授权生产,以确保供应满足全球需求。吉利德目前正与印度和巴基斯坦制药商谈判,以授予他们在发展中国家销售该药的仿制药的长期许可。

3.   比亚迪汽车销售有限公司总经理赵长江近期在微博透露,比亚迪将与华为的合作推新款智能汽车。赵长江还表示,“特斯拉的牌打完了,轮到我们出牌了,全球超安全智能新能源旗舰轿车值得期待!”此前有报道,作为华为整体智能汽车解决方案的HiCar系统已进入最后调试阶段,支持车型今年有望推向市场。华为入局将推动国内智能汽车产业出现跨越式发展。

4.   蔚来汽车发布数据显示,4月交付3155辆汽车,环比增长105.8%,同比增长180.7%。蔚来汽车2020年ES8和ES6总计交付量达38906辆。

5.   群智咨询发布报告称,一季度全球液晶电视面板的出货数量为6303万片,同比下滑10.6%;出货面积为3743.8万平方米,同比下滑3.2%。其中,中国大陆厂商一季度的出货量占比达55%。报告显示,继2019年液晶电视面板出货面积首次超过LG显示,实现出货数量和面积双双排名全球第一后,京东方一季度继续稳居全球第一,出货量为1133万片,出货面积为710万平方米。

交易点评

技术上看,创业板、深成指近期走势较强,沪弱深强格局较为明显,今日市场低开高走,由弱转强,北上资金逆势加仓。表明短期市场做多意愿强烈,无惧外围市场冲击,走出了A股阶段性的独立行情。

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器件、电子信息和生物制药行业,资金流出居前的板块是金融、酒店旅游和建筑建材行业。

沪股通及深股通方面,沪股通资金净流出11.83亿元,当日余额531.83元;深股通资金净流入45.03亿元,当日余额474.942亿元。

截止收盘

开盘收盘涨跌幅%成交额(亿元)
上证指数2831.632878.140.633038.90
深证成指10618.1710883.221.514172.21
沪深3003867.263936.250.612149.36
创业板2052.392110.271.971374.55

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