市场概况
周二,今日是3月最后一个交易日,A股三大股指平稳收官,创业板指3月下跌9.6%,沪指3月跌4.5%,市场情绪逐渐回暖,农业、食品饮料、白酒等防御性板块全线大涨,猪肉股上演涨停潮,但以半导体为首的科技板块持续走弱,总体来看,板块跷跷板效应比较明显。截至收盘,沪指涨0.11%报2750点,深成指涨0.58%报9962点,创业板指涨0.61%报1871点。
消息面
- 据21世纪经济报道,截至3月29日,在支小再贷款专用额度政策的支持下,深圳12家地方银行已全部实现优惠贷款落地,共发放普惠口径小微贷款2074笔,金额10.50亿元,加权平均利率4.12%。截至3月25日,深圳81家银行机构都分别制定了延期还本付息、降低利率、减免费用等支持企业复工复产的方案措施。(财联社)
- 中欧-普洛斯与京东数科今日联合发布的《2020区块链溯源服务创新及应用报告》显示,经对京东商城4个品类产品表现追溯发现,品牌商采纳区块链防伪追溯服务后,商品销量、复购率、访问量等有不同程度提升,其中营养保健品销量和访问量提升约30%,复购率提升44.8%,退货率下降4.5%。截至2019年底,京东智臻链防伪追溯平台上已有800余家合作品牌商,7万以上入驻商品,逾650万次售后用户访问查询,有超13亿追溯数据落链。(财联社)
- 据外媒报道,沙特阿美将4月份液化石油气(LPG)合同价格定为2003年以来的最低水平,丙烷价格设置为230美元/公吨,丁烷价格设置为240美元/公吨。(财联社)
- 据央视新闻,广州人工智能与数字经济试验区2020年重点项目集中电子揭牌、签署入驻协议、开业和开工活动今天上午在广州举行。此次活动共有超240个项目,总投资超5800亿元。(财联社)
- 据路透援引知情人士称,阿里巴巴集团控股有限公司计划购买韵达控股至少10%的股份,最多可能买下15%的股份。目前阿里巴巴已持有少量韵达股份,但持股比例尚未达到披露门槛。(财联社)
- 据一财,首批带量采购试点实施一年来完成了约定采购量的近2倍。目前,首批“4+7”已满一周年的试点地区面临续约问题,第二批带量采购试点将从4月起陆续落地实施。(第一财经)
交易点评
整体来看A股仍处于磨底阶段,政策预期接下来进入落地阶段,后期重点关注市场能否借此摆脱震荡局面。
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、食品和酿酒行业,资金流出居前的板块是电子信息、金融和电子器件行业。
沪股通及深股通方面,沪股通资金净流入11.12亿元,当日余额508.88亿元;深股通资金净流入19.54亿元,当日余额500.46亿元。
截至收盘
开盘 | 收盘 | 涨跌幅% | 成交额(亿元) | |
沪指 | 2767.31 | 2750.30 | 0.11 | 2242.71 |
深成指 | 9125.27 | 9962.30 | 0.58 | 3374.69 |
沪深300 | 3708.14 | 3686.16 | 0.33 | 1615.96 |
创业板 | 1876.69 | 1871.92 | 0.61 | 1049.11 |
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