收市小结 (2019-12-31)

By:

Sales Trader, International Business Division

市场概况

周二,2019年最后一个交易日,沪深两市日内窄幅震荡,沪指尾盘借周期股上攻之势力突破3048高点,刷新5月缺口以来新高。个股整体涨多跌少,走势较为平稳。指数方面,上证指数收报3050.12点,年内涨幅22.3%,为2014年以来最佳表现;深证成指收报10430.77点,今年涨超44%,创近十年最佳表现;创业板指收报1798.12点,年涨43.79%。大指数方面,沪深300涨逾36%,上证50涨33.58%。年内最牛指数为深证100指数,涨幅达55%,100只个股有21只个股实现翻倍,仅8股下跌。

消息面

  1. 据21世纪经济报道,从可靠渠道获悉,美团计划以战略投资的方式入股陈生旗下的广东壹号食品股份有限公司,金额高达数亿元。目前该交易已进入最后阶段。公开资料显示,广东壹号食品股份有限公司以“壹号土猪”为主导品牌,集育种研发、养殖生产、鲜肉销售于一体,是一家从产地到餐桌全充分整合国内地方猪(俗称土猪)资源的现代创新型农业企业,主要品牌有壹号土猪和壹号土鸡。(财联社)
  2. 华为公司轮值董事长徐直军今天向员工和客户发表了2020年新年致辞。在致辞当中徐直军表示,干部队伍要保持10%的淘汰率。徐直军还公布,华为2019年全年营收很可能将增长18%至8500亿元人民币(约合1217.2亿美元)。尽管没有达到年初预期,但公司整体经营稳健,基本经受住了考验。(财联社)
  3. 据中国经营网,针对近年来中国大型企业赴海外投资情况,相关部门正在考虑加强这个领域的管理。记者从接近监管层的人士处获悉,“VIE架构的公司如果去海外投资,需向主管部门报告。”(财联社)
  4. 根据中国半导体行业协会设计分会统计,2019年集成电路设计行业发展良好。销售总值保持增长,预计达到3084.9亿元,较2018年增长19.7%,“这也是第一次跨过3000亿元关口”,设计分会理事长魏少军说。企业数量方面,截至11月份底,全国共有1780家设计企业,较去年同期增长4.8%。(新华社)

交易点评

沪指周线五连阳,形成对3000点的有效突破,月线周期也形成新的上涨形态,整体上指数强势格局逐级打开。

资金流向

行业板块资金流向方面,资金流入居前的板块是生物制药、水泥和农林牧渔行业,资金流出居前的板块是电子器件、电子信息和金融行业。

沪股通及深股通方面,沪股通资金净流入4.31亿元,当日余515.69亿元;深股通资金净流入5.53亿元,当日余额514.47元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 3036.39 3050.12 0.33 2267.64
深成指 9125.27 10430.77 0.63 3058.90
沪深300 4077.75 4096.58 0.37 1731.19
创业板 1790.80 1798.12 0.44 983.55
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