收市小结 (2019-9-26)

By:

Sales Trader, International Business Division

市场概况

周四,早盘沪深两市小幅高开,随后三大股指表现分化,盘面上题材热点全线杀跌,创业板指跌近3%,而沪指在银行等大金融拉升下维持低位震荡,两市近百股跌停,市场人气陷入冰点,成交量始终低迷。从板块指数方面看,仅银行和天然气板块逆市上涨,黄金、数字货币和国产芯片等板块跌幅居前。截止收盘,沪指跌0.89%,报收2929点;深成指跌2.13%,报收9464点;创业板指跌2.92%,报收1623点。

消息面

  1. 中国社科院财经战略研究院发布的《中国住房市场发展月度分析报告》显示,8月份,核心城市房价停止上涨,二手房成交量较快下滑,而一线城市房价以下跌为主,北京、上海跌幅略有扩大。中国社科院战略研究院给出的短期市场预测显示,一二线城市房价稳中趋降,金九银十也难有起色;三四线城市的市场差别则较大,短期难以出现一致走势,总体来说,三四线城市房价走势仍将分化,上涨、回调及停滞并存。(澎湃新闻)
  2. 今日,华为2019年度旗舰新品发布盛典举行。华为消费者业务CEO余承东表示,华为P30手机销量自上市以来,已销售1700万台。(财联社)
  3. 商务部新闻发言人高峰26日称,近期中企正按照市场化原则和世贸组织规则,开展美国农产品询价采购,成交相当规模的大豆和猪肉。他表示,中国对优质农产品市场需求很大,中美农产品合作空间广阔。(国是直通车)

交易点评

在市场经历了连续调整过后,未能迎来止跌企稳,反而形成了加速下跌的局面,中小创个股跌幅惨重,目前看市场风险还要持续释放。

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陶瓷行业,资金流出居前的板块是电子信息、电子器件和农林牧渔行业。

沪股通及深股通方面,沪股通资金净流入18.53亿元,当日余额501.47亿元;深股通资金净流入12.89亿元,当日余额507.11亿元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2964.48 2929.09 -0.89 2162.78
深成指 9125.27 9464.84 -2.13 3217.56
沪深300 3884.70 3841.14 -0.77 1508.07
创业板 1677.79 1623.79 -2.92 1161.14
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