收市小结 (2019-9-25)

By:

Sales Trader, International Business Division

市场概况

周三,早盘沪深两市小幅低开,随后全天维持低位震荡,三大股指跌幅均达1%。盘面上以区块链为首的数字货币概念逆市上涨,银行和券商一度尝试稳定指数,但总体市场人气低迷,科技蓝筹股集体回调,两市跌停家数明显增加,超3000家个股下跌,成交量始终低迷。从板块指数方面看,仅数字货币、银行和钛白粉等板块逆市上涨,PCB、ETC和无人驾驶等板块跌幅居前。截止收盘,沪指跌1%,报收2955点;深成指跌1.43%,报收9671点;创业板指跌1.3%,报收1672点。

消息面

  1. 美国高通公司首席执行官史蒂夫·莫伦科夫表示,高通非常看好中国在5G领域的领先势头,希望继续加强与中国伙伴在移动通信领域的战略合作,共同推动全球5G部署和技术创新。谈及美中经贸摩擦时,莫伦科夫透露,高通经过努力已恢复了对华为的产品供货,并将争取建立与华为长期、稳定的合作关系。他表示,高通一直在妥善处理美中经贸摩擦对其在华业务的影响,并相信美中经贸摩擦会得到妥善解决。(新华社)
  2. 比亚迪据悉考虑让绝缘栅双极型晶体管(IGBT)业务进行IPO。注:IGBT是能源变换与传输的核心器件,俗称电力电子装置的“CPU”,作为国家战略性新兴产业,在轨道交通、智能电网、航空航天、电动汽车与新能源装备等领域应用极广。(财联社)
  3. 中国物流与采购联合会25日公布今年1-8月份物流运行数据。1-8月,社会物流总额增速有所放缓,需求结构继续优化。1-8月,全国社会物流总额为188.6万亿元,同比增长5.8%,增速比去年同期回落1.1个百分点。其中,工业品物流总额增速趋缓,进口物流总额好于预期。具体来看,1-8月,工业品物流总额170.7万亿元,同比增长5.6%;进口货物物流总额9.3万亿元,同比增长2.7%。(央视新闻)

交易点评

今日科技股杀跌,多只强势股闪崩跌停使得市场快速降温,银行券商护盘延缓了大盘跌势,沪指回补9月5日跳空缺口,预计大盘将在国庆节之前窄幅震荡为主。

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和家电行业,资金流出居前的板块是电子信息、电子器件和生物制药行业。

沪股通及深股通方面,沪股通资金净流出0.97亿元,当日余额520.97亿元;深股通资金净流入12.15亿元,当日余额507.85亿元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2977.67 2955.43 -1.00 2037.83
深成指 9125.27 9671.06 -1.43 3219.66
沪深300 3887.55 3870.98 -0.77 1332.24
创业板 1686.19 1672.65 -1.30 1168.99
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