收市小结 (2019-10-11)

By:

Sales Trader, International Business Division

市场概况

周五,今日沪深两市股指集体小幅高开,随后受到科技股影响震荡走弱。盘中以券商和银行为首的大金融板块逆市走强,知识产权和数字货币等概念反复活跃,各大指数探底回升。午后在石油等权重股带动下,沪深两市表现分化,沪指一度大涨1%,而深成指和创业板指则维持震荡,总体上个股涨跌参半,成交量小幅放大。沪指上涨0.88%,报收2973点;深成指上涨0.3%,报收9666点;创业板指跌0.01%,报收1666点。从盘面上看,知识产权、石油和券商等板块涨幅居前;芯片、5G和猪肉等板块下跌。

消息面

  1. 今日,工信部与河北省人民政府共同主办的2019中国国际数字经济博览会在河北省石家庄(正定)国际会展中心开幕。工信部部长苗圩表示,工信部将着力建设高速、移动、安全、泛在的新一代信息基础设施,深入实施工业互联网创新发展战略;着力加快关键核心技术创新突破,强化创新成果转化和产业化;着力深化新一代信息技术与制造业融合发展,加快制造业数字化转型;着力深化国际交流合作,共同推动世界数字经济繁荣发展。(财联社)
  2. 一位接近贾跃亭债权人的知情人士向记者透露,刚刚收到一份贾跃亭在美国法庭主动申请个人破产重组(Chapter 11 Bankruptcy Reorganization)的文件。该文件内容显示,贾跃亭将把全部资产通过债权人信托的方式,转让给债权人,该信托由债权人委员会和信托受托人控制和管理。这也意味着,债权人将提前拿到贾跃亭全部资产及其收益权,贾跃亭也不再持有任何电动汽车制造商Faraday Future(FF)股权。(澎湃新闻)
  3. 财政部发布关于进一步加大授权力度促进科技成果转化的通知。通知指出,中央级研究开发机构、高等院校对持有的科技成果,可以自主决定转让、许可或者作价投资,除涉及国家秘密、国家安全及关键核心技术外,不需报主管部门和财政部审批或者备案。地方财政部门要将支持科技成果转移转化、推动科技创新作为重要职责,结合本地区经济发展、产业转型、科技创新等实际需要,制定具体规定,进一步完善科技成果国有资产管理制度。(财联社)

交易点评

整体来看,周五市场高举高打,主要是金融板块起到重要作用,而较多的个股未能分享股指大涨的红利,分化比较严重。

资金流向

行业板块资金流向方面,资金流入居前的板块是金融、水泥和交通运输行业,资金流出居前的板块是电子信息、电子器件和有色金属行业。

沪股通及深股通方面,沪股通资金净流入32.29亿元,当日余额487.71亿元;深股通资金净流入14.43亿元,当日余额505.57元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2954.82 2973.66 0.88 1827.47
深成指 9125.27 9666.58 0.30 2737.88
沪深300 3885.52 3911.73 0.96 1398.17
创业板 1667.95 1666.83 -0.01 990.80
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