收市小结 (2019-11-4)

By:

Sales Trader, International Business Division

市场概况

周一,今日沪深两市股指集体小幅高开,全天维持震荡走势,呈现出震荡反弹的格局。创业板指相对更强一些,盘中一度上涨超1%。无线耳机概念依然是市场的热点,引领消费电子类板块走强。沪指上涨0.6%,报收2975点;深成指上涨0.67%,报收9868点;创业板指上涨0.77%,报收1699点。从盘面上看,机场航运、智能音箱、动物疫苗等板块涨幅居前;通信服务、网游、稀土等板块跌幅居前。

消息面

  1. 天眼查数据显示,安凯微电子的运营主体安凯(广州)微电子技术有限公司发生股东变更,新增股东为长江小米基金的投资实体之一湖北小米长江产业基金合伙企业(有限合伙)、千行资本的投资实体之一珠海千行高科创业投资基金合伙企业(有限合伙)以及芯谋市场信息咨询(上海)有限公司。安凯微电子成立于2000年,总部位于中国广州,是一家为物联网智能硬件提供核心芯片的芯片设计企业。(财联社)
  2. 产业在线发布9月份家电数据报告。2019年9月,洗衣机旺季开局后,情况不甚理想,产量606.9万台,同比下滑2.6%;销量595.6万台,同比下滑3.8%。9月冰箱总产量为656.5万台,同比增长6%,环比增长1.2%;总销量为643.4万台,同比增长0.1%,环比下降2%。(中证网)
  3. 第二届中国国际进口博览会将于11月5日至10日在上海举行。截至目前,这场国际盛会已吸引4300多名中外媒体记者采访报道,其中境外记者近900人。今天,进博会新闻中心正式启用,为中外记者提供专业、高效、便捷、温馨的服务,打造进博会的记者之家,并首次为媒体提供基于5G网络进行信号传输的体验服务。(财联社)
  4. 日前,黑龙江省印发《黑龙江省加快推进企业上市工作方案》,计划用三年左右时间,建立健全推进企业上市的“培育、改制、辅导、申报、上市、做强”全周期工作机制,三年上市工作计划被命名为“紫丁香计划”。每年努力推动15家左右上市后备企业通过黑龙江证监局辅导验收,正式向证监会提交上市申报材料;每年努力实现10家左右企业在主板(中小板)、科创板、创业板首发或借壳上市。(证券时报)

交易点评

股指今日突破多重阻力关口,成功站上中短期均线上方,表明股指有望延续反弹势头,但制约股指上行的最大因素在于成交量能不能有效放大。

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、电子信息和房地产行业,资金流出居前的板块是金融、化工和机械行业。

沪股通及深股通方面,沪股通资金净流入26.32亿元,当日余额493.68亿元;深股通资金净流入20.65亿元,当日余额499.35元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2964.58 2975.49 0.58 1887.10
深成指 9125.27 9868.13 0.67 2807.03
沪深300 3964.01 3978.12 0.65 1544.85
创业板 1689.58 1699.92 0.77 937.54
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