市场概况
周一,今日沪深两市低开后顺势下杀,随后企稳回升,券商股全线大涨,中信证券封涨停,全天成交额逾150亿,个股分化明显,前期强势股纷纷大跌,威唐工业、耐威科技、漫步者、美联新材等个股封跌停,总体来看,个股高低切换比较明显,从炒作方向来看,券商、造纸、白酒、农业等权重板块相对活跃,ST板块、无线耳机、光刻胶、网络直播、华为海思等板块领跌。截至收盘,沪指涨1.16%,报收3040点;深成指涨1.29%,报收10365点;创业板指涨1.28%,报收1790点。
消息面
- 相关人士向记者透露,特斯拉上海工厂实现每小时28辆车下线,达到设计要求。目前下线车辆的零部件国产化率达到了30%,明年年中可达80%,年底实现全国产化。国产Model 3的落地价为32万人民币,是进口车的一半。(财联社)
- 据中证网,上海易居房地产研究院今日发布的《2019年LPR房贷利率年度报告》显示,2020年中国货币金融环境有进一步宽松的可能,但货币政策宽松的动作也不会一蹴而就,而是遵循循序渐进的方式。专家表示,在货币金融环境有进一步宽松的预测条件下,2020年LPR有进一步下调的可能,也意味着2020年的房贷利率和房贷成本有进一步降低的可能,最终惠及购房者。(财联社)
- 天眼查数据显示,12月26日,杭州华为企业通信技术有限公司发生一系列变更,华为轮值董事长郭平卸任法定代表人、董事长,由田兴普接任。此外,孟晚舟退出董事,新增董事庞云光。(财联社)
交易点评
短期内增量资金仍有流入惯性,节前资金面有支撑,且资金流入从偏爱主板转至对中小市值个股的全面流入,预示整体上行趋势仍处于强势地位。
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、酿酒和电子信息行业,资金流出居前的板块是仪器仪表、印刷包装和船舶制造行业。
沪股通及深股通方面,沪股通资金净流入24.94亿元,当日余495.06亿元;深股通资金净流入40.70亿元,当日余额479.30元。
截至收盘
开盘 | 收盘 | 涨跌幅% | 成交额(亿元) | |
沪指 | 2998.17 | 3040.02 | 1.16 | 2673.83 |
深成指 | 9125.27 | 10365.96 | 1.29 | 3436.41 |
沪深300 | 4015.52 | 4081.63 | 1.48 | 2168.15 |
创业板 | 1763.58 | 1790.24 | 1.28 | 1122.14 |
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