收市小结 (2019-12-5)

By:

Sales Trader, International Business Division

市场概况

周四,A股三大股指今日单边走高,沪指站上10日线,创业板指跳空大涨逾2%,科技股维持强势,胎压监测、无线耳机、消费电子等板块领涨,万通智控5连板,漫步者2连板,但尾盘北京君正、闻泰科技、长电科技等部分科技股出现跳水,总体来看,市场炒作情绪继续回暖。截至收盘,沪指涨0.74%,报收2899点;深成指上涨1.15%,报收9799点;创业板指涨2.15%,报收1709点。

消息面

  1. 今日,华为在深圳召开新闻发布会,回应起诉美国联邦通信委员会(FCC)时称:“我们这次法律行动是因为FCC把我们定义成威胁美国国家安全,而且不是基于事实,不是基于证据,而是基于猜测。第二,我们认为公平的市场竞争是一个企业参与的一个非常重要的商业环境,因为FCC的法案规定实际上是剥夺了我们的宪法权利,超越了他的行政授权。”(新京报)
  2. 穆迪投资者服务公司在最新发表的报告中表示,2019年第三季度,中国境内债券流动性改善,或是6月中国人民银行的措施缓解了同业拆借市场上投资者对中小型区域性银行不断上升的避险情绪。穆迪表示,根据下一年境内债券市场流动性充足的预期,个别发行人不行使赎回权的事件不太可能引起重大系统性风险,但投资者对财务实力较弱发行人的避险情绪将导致实力较强和较弱发行人的信用分化加大。(中证网)
  3. 最近有消息称,RCEP谈判基本结束后,中国正酝酿加入CPTPP。商务部新闻发言人高峰5日称,只要符合WTO原则,开放、包容、透明,有利于推动经济全球化和区域经济一体化,“我们都持积极态度”。(国是直通车)

交易点评

今日大盘跳空高开,显示做多力量正在蓄势,市场情绪开始回升。

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信息、电子器件和金融行业,资金流出居前的板块是酿酒、家电和农林牧渔行业。

沪股通及深股通方面,沪股通资金净流入25.67亿元,当日余额494.33亿元;深股通资金净流入51.27亿元,当日余额468.73元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2886.52 2899.47 0.74 1597.37
深成指 9125.27 9799.07 1.15 2640.63
沪深300 3863.61 3879.36 0.77 1293.58
创业板 1681.25 1709.83 2.15 946.45
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