收市小结 (2019-10-16)

By:

Sales Trader, International Business Division

市场概况

周三,今日沪深两市小幅高开,随后三大股指维持弱势震荡。盘面上金融、地产板块冲高回落,热点题材表现低迷,市场赚钱效应再度陷入冰点,个股总体跌多涨少。截至收盘,沪指下跌0.41%,报收2978点;深成指下跌0.31%,报收9642点;创业板指跌0.27%,报收1656点。从盘面上看,保险、环保和医药等板块飘红;黄金、港口水运和猪肉等板块跌幅居前。

消息面

  1. 为进一步便利境外机构投资,体现高水平开放要求,人民银行会同外汇局制定了《关于进一步便利境外机构投资者投资银行间债券市场有关事项的通知》,允许同一境外主体QFII/RQFII和直接入市渠道下的债券进行非交易过户,资金账户之间可以直接划转,同时同一境外主体通过上述渠道入市只需备案一次。(财联社)
  2. 记者了解到,三季度多个财政部地方监管局对违规举债和隐性债务情况进行核查调研,部分地区甚至形成了相关报告。“这次主要目的是调研,下一步具体怎么操作还没有明确。”江浙地区(财政部)某监管局人士表示。(21世纪经济报道)
  3. 易居房地产研究院16日发布最新报告指出,9月,全国首套房贷款平均利率为5.51%,相当于相应期限LPR水平加点66BP,环比上升0.04个百分点,同比下降0.19个百分点,已连续4个月小幅上升。考虑到后续市场利率大概率会下行,首套房贷平均利率上行空间较为有限,若年内5年期LPR没有明显下调,预计全国首套房贷平均利率将横盘小幅震荡。(中证网)
  4. 华为今日发布2019年三季度经营业绩。截至2019年第三季度,公司实现销售收入6108亿人民币,同比增长24.4%;净利润率8.7%。消费者业务方面,智能手机业务保持稳健增长,前三季度发货量超过1.85亿台,同比增长26%;PC、平板、智能穿戴、智能音频等新业务获得高速增长。截至目前,华为已和全球运营商签定了60多个5G商用合同。(新浪科技)
  5. 据南华早报今日消息,华为海思宣布推出面向物联网行业的4G通信芯片产品——Balong 711,这是华为海思面向公开市场推出的首款4G通信芯片。据介绍,Balong 711套片包含三颗芯片:基带芯片Hi2152、射频芯片Hi6361、电源管理芯片Hi6559,平台目前已大量应用于各行各业,全球累计出货量约1亿套。(财联社)

交易点评

市场今日回补了周一跳空高开的缺口,在五日线上维持弱势震荡,预计结构性行情将是市场主基调。

资金流向

行业板块资金流向方面,资金流入居前的板块是房地产、生物制药和玻璃行业,资金流出居前的板块是电子器件、酿酒和电子信息行业。

沪股通及深股通方面,沪股通资金净流入11.19亿元,当日余额508.81亿元;深股通资金净流入24.07亿元,当日余额495.93元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2992.61 2978.71 -0.41 1667.92
深成指 9125.27 9642.06 -0.31 2566.57
沪深300 3939.28 3922.69 -0.34 1285.59
创业板 1661.00 1656.37 -0.27 955.26
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