收市小结 (2019-9-6)

By:

Sales Trader, International Business Division

市场概况

周五,早盘三大股指集体高开,随后维持横盘震荡,以5G板块为首的科技股表现强势,个股总体涨跌参半。午后部分高位股出现跳水,创业板指一度跌近1%,不过临近尾盘,市场再度情绪回暖,各大指数集体翻红,沪指逼近3000点。从板块指数方面看,5G、汽车和环保等板块涨幅居前,黄金、农业和船舶等板块下跌。截止收盘,沪指涨0.46%,报收2999点;深成指涨0.41%,报收9823点;创业板指涨0.19%,报收1692点。

消息面

  1. 记者从业内了解到,多家钛白粉大厂宣布从5日、6日起上调钛白粉报价。据颜钛云商统计,目前已宣布上涨且9月落地执行的生产商有20家左右,幅度在500-800元/吨。(上证报)
  2. 银保监会召开偿付能力监管委员会工作会议。会议分析研究了2019年第二季度保险业偿付能力和风险状况,审议保险公司风险综合评级结果和对部分公司的监管措施,部署下一阶段偿付能力监管和风险防控工作。会议认为,二季度保险业总体运行平稳,业务稳中有进,杠杆率稳中有降,偿付能力充足率保持在合理区间,风险综合评级结果稳定,风险总体可控。同时,由于外部经济环境变化影响,国内经济存在下行压力,保险业仍面临不少风险挑战。(财联社)
  3. 工信部发布《关于促进制造业产品和服务质量提升的实施意见》。意见提出,支持集成电路、信息光电子、智能传感器、印刷及柔性显示创新中心建设,加强关键共性技术攻关,积极推进创新成果的商品化、产业化。加快发展5G和物联网相关产业,深化信息化和工业化融合发展,打造工业互联网平台,加强工业互联网新型基础设施建设,推动关键基础软件、工业设计软件和平台软件开发应用,提高软件工程质量和网络信息安全水平。发展超高清视频产业,扩大和升级信息消费。(财联社)
  4. 财政部党组成员、副部长许宏才6日在财政部“加快发行使用地方政府专项债券”新闻发布会上介绍,在财政货币政策协调作用下,1-8月新增债券平均发行利率3.41%,较去年同期降低44个基点。(中证网)

交易点评

今天大盘仅维持窄幅整理,拒绝深调,震荡消化获利筹码,尾市的上涨表明这个做空力量大致已经释放完毕。

资金流向

行业板块资金流向方面,资金流出居前的板块为电子信息、汽车制造和金融行业,资金流出居前的板块是农林牧渔、有色金属和电子器件行业。

沪股通及深股通方面,沪股通资金净流入58.50亿元,当日余额461.50亿元;深股通资金净流入32.71元,当日余额487.29亿元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2996.62 2999.60 0.46 2583.19
深成指 9125.27 9823.42 0.41 3756.74
沪深300 3946.69 3948.51 0.59 1817.18
创业板 1699.66 1692.24 0.19 1289.86
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