市场概况
三大股指全天单边上行,持续走强,创业板指涨近3%,两市逾百股涨停,收绿个股不足400只。受消息刺激,机器视觉股爆发,天准科技高开涨停,带动科创板和科技股全线反弹,市场整体围绕消费电子、半导体、数据中心、网红经济、次新股、新冠检测等题材炒作,但沪市延续缩量,市场在犹豫中上涨。高位人气股一改颓势全线大涨,强生控股、省广集团反包涨停,轴研科技盘中冲板,市场人气高潮。盘面上,市场题材全线飘红,消费电子、医疗器械、光学光电子等涨幅居前。截至收盘,沪指涨1.01%,报收2846点;深成指涨2.10%,报收10815点;创业板指涨2.96%,报收2112点。
消息面
- 今天华为终端官方微博宣布,华为MatePad Pro 5G新品品鉴会将在5月27日晚上20点举行,此前MatePad Pro 5G已经在国外发布,这次是正式在国内亮相。MatePad Pro 5G是华为首款5G平板电脑,采用10.8英寸极点全面屏,分辨率为2560×1600,支持DCI-P3色域,拥有280 PPI,屏占比90%。
- 记者获悉,腾讯云与智慧产业事业群总裁汤道生刚刚宣布,腾讯未来五年将投入5000亿,用于新基建的进一步布局。腾讯投资的方向包括,云计算、人工智能、区块链、服务器、大型数据中心、超算中心、物联网操作系统、5G网络、音视频通讯、网络安全、量子计算等都将是腾讯重点投入领域。其中,在数据中心方面,腾讯将陆续在全国新建多个百万级服务器规模的大型数据中心。同时,腾讯还将结合产业技术创新需要,重点投入云启产业基地、工业互联网基地、创新中心、产业园区等方面的建设。
外媒引述消息人士称,德国戴姆勒集团有意参与中国电动汽车电池生产商孚能科技的科创板IPO,不过目前该项投资尚未最终确定。孚能科技是戴姆勒的长期电池供应商,并计划在德国建新的电池厂。
交易点评
整体来看,市场氛围显著回暖,个股呈现普涨态势,跌停家数明显减少,赚钱效应好转,后期建议关注市场情绪的恢复及量能情况。
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农林牧渔、水泥和石油行业。 沪股通及深股通方面,沪股通资金净流入17.56亿元,当日余额502.44元;深股通资金净流入35.22亿元,当日余额484.78亿元。
截止收盘
开盘 | 收盘 | 涨跌幅% | 成交额(亿元) | |
上证指数 | 2827.90 | 2846.55 | 1.01 | 2074.28 |
深证成指 | 10655.98 | 10815.43 | 2.10 | 3226.29 |
沪深300 | 3850.00 | 3872.77 | 1.13 | 1254.46 |
创业板 | 2070.14 | 2112.97 | 2.96 | 1151.54 |
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