国信证券收市小结 (2020-3-27)

市场概况

周五，沪深两市全天单边下挫，创业板指收光头光脚阴线，板块分化明显，农业、光刻胶、芯片等板块领跌，C2M概念股逆市爆发，惠而浦、天创时尚等十余只个股涨停。截至收盘，沪指涨0.26%报2772点，深成指跌0.45%报10109点，创业板指跌1.21%报1903点

消息面

1. 国家主席习近平27日应约同美国总统特朗普通电话。习近平强调，中方愿同包括美方在内的各方一道，继续支持世卫组织发挥重要作用，加强防控信息和经验交流共享，加快科研攻关合作，推动完善全球卫生治理；加强宏观经济政策协调，稳市场、保增长、保民生，确保全球供应链开放、稳定、安全。当前，中美关系正处在一个重要关口。中美合则两利、斗则俱伤，合作是唯一正确的选择。希望美方在改善中美关系方面采取实质性行动，双方共同努力，加强抗疫等领域合作，发展不冲突不对抗、相互尊重、合作共赢的关系。（财联社）
2. 市调机构Counterpoint发布报告显示，今年2月份，三星、苹果、华为在全球智能手机市场份额排名前三，市场份额分别为21.9%、14.4%、13.2%。小米、OPPO、vivo排名四至六位。此外，新锐智能手机品牌realme位列第七，市场份额为2.7%。（财联社）
3. 今日下午，华为云与计算业务总裁侯金龙在华为开发者大会2020（Cloud）的媒体沟通会上表示，希望用三年的时间让90%的应用都可以跑在鲲鹏上，目前包括金融、政府与公共事业、运营商、能源、互联网在内的很多行业已经跑在鲲鹏上。（财联社）

交易点评

总体来看，沪指日线技术图形带上影线的小阴线，五日均线继续拐头向上，收盘依然站稳十日均线，指标上MACD指标绿柱继续缩短，综合显示股指处于横盘震荡态势。

资金流向

行业板块资金流向方面，资金流入居前的板块是建筑建材、酿酒和水泥行业，资金流出居前的板块是电子信息、电子器件和生物制药行业。

沪股通及深股通方面，沪股通资金净流入28.95亿元，当日余额491.05亿元；深股通资金净流入18.33亿元，当日余额501.67亿元。

截至收盘

	开盘	收盘	涨跌幅%	成交额（亿元）
沪指	2792.98	2772.20	0.26	2536.31
深成指	9125.27	10109.91	-0.45	3802.82
沪深300	3746.39	3710.06	0.32	1861.03
创业板	1955.87	1903.88	-1.21	1251.82

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