国信海外-收市小结(2020-05-18,星期一)

By:

Sales Trader, International Business Division

市场概况

早盘股指探底回升,午后有所回落,涨停个股70只,近40只个股跌逾9%,市场两级分化严重。题材上,消费电子、苹果、华为、5G概念持续走弱,半导体尾盘跳水,科技股全面下挫,农业种植、食品饮料、黄金、军工等防御板块全天持续走强,领涨两市,市场避险情绪明显,高位股轴研科技、省广集团全天震荡,午后人气有所回落,整体短线资金表现活跃。盘面上,农业种植、食品加工、黄金等涨幅居前;消费电子、RCS、苹果概念等跌幅居前。截至收盘,沪指涨0.24%,报收2875点;深成指跌0.40%,报收10921点;创业板指跌0.44%,报收2114点。

消息面

  1. 山东省泰安市宁阳县委宣传部官方微信公号近日发布了“宁阳县人民政府办公室关于疫情期间促进房地产合理消费的意见”。该意见从六个方面促进房地产销售,一是实行购房补贴。二是取消二手房限售期。三是保障网签户子女入学。四是降低首付额度。五是降低贷款利率。六是鼓励企业优惠打折销售。
  2. 针对日本经济新闻有关台积电不再接华为新订单的报道,台积电回应称其不会披露订单细节,并指出,日经报道“纯属市场传言”。
  3. 据“上海教育”微信公号,上海市未成年人室内培训、托育、婴幼儿早期发展指导服务等(密闭空间除外),符合相应行业主管部门提出的疫情防控要求,并向行业主管部门备案承诺或经其检查合格后,可于6月2日起恢复线下培训服务(具体恢复时间由机构发布)。

软银第四季度经营亏损1.35万亿日元,上年同期利润4,949.2亿日元;软银2019财年愿景基金亏损1.9万亿日元,上年同期利润1.26万亿日元;2019财年不包括愿景基金的运营利润为5671.10亿日元,同比下降48%。软银称,公司通过出售阿里巴巴和SB Cloud公司的股票获得了1.1万亿日元的资金。

交易点评

今日沪指低开高走,午后震荡回落。从日线级别来看,股价未有效站上均线组,短期均线形成死叉,下方60日线支撑明显,等待市场进一步放量。

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、有色金属和酿酒行业,资金流出居前的板块是电子器件、电子信息和化工行业。 沪股通及深股通方面,沪股通资金净流入30.78亿元,当日余额489.22元;深股通资金净流入15.43亿元,当日余额504.57亿元。

截止收盘

开盘收盘涨跌幅%成交额(亿元)
上证指数2872.522875.420.242890.90
深证成指10969.0810921.15-0.404427.14
沪深3003914.663922.910.261885.28
创业板2122.312114.86-0.441445.21

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