收市小结 (2020-1-16)

市场概况

周四，大小指数今日再度分化，创业板指全天表现强势，光刻胶、华为海思、集成电路等科技方向持续受资金追捧，近期市场连板个股大幅减少，但强势股强者恒强，网红龙头星期六24个交易日涨近4倍，漫步者、万通智控等前期一批前期龙头股也纷纷涨停，资金主要围绕强势股抱团取暖为主。截至收盘，沪指跌0.52%，报收3074点；深成指跌0.04%，报收10967点；创业板指涨0.3%，报收1929点。

消息面

1. 中国央行数据显示，全年人民币贷款增加16.81万亿元，同比多增6439亿元。分部门看，住户部门贷款增加7.43万亿元，其中，短期贷款增加1.98万亿元，中长期贷款增加5.45万亿元。中国2019年12月新增社会融资21000亿元，预期16500亿元，前值17547亿元。央行称，2019年12月起将“国债”和“地方政府一般债券”纳入社融统计。中国2019年12月M2同比增长8.7%，预期8.3%，前值为8.2%。（财联社）
2. 央行货币政策司司长孙国峰在新闻发布会上回应“现阶段降息指的是什么息”时表示，随着利率市场化改革，讨论降息问题的时候，应该更加关注实际贷款利率变化，去年市场利率整体下行，LPR改革推动了货币政策传导机制的效果，并且带动打破了贷款市场利率隐性下限。同时，孙国峰也强调，存款基准利率仍将长期保留，并根据经济形势变化等，适时适度进行调整。（财联社）
3. 隆基股份预计2019年实现归属于上市公司股东的净利润为50亿元-53亿元，同比增加95.47%-107.19%。（财联社）

交易点评

沪指在攻上3100点后展开调整，首现新年以来三连阴走势，短期调整走势或将持续，伴随成交量逐渐萎缩，杀跌动能将逐渐减弱。

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器件、飞机制造和医疗器械行业，资金流出居前的板块是金融、化工和生物制药行业。

沪股通及深股通方面，沪股通资金净流入24.21亿元，当日余495.79亿元；深股通资金净流入34.52亿元，当日余额485.48元。

截至收盘

	开盘	收盘	涨跌幅%	成交额（亿元）
沪指	3095.73	3074.08	-0.52	2368.43
深成指	9125.27	10967.44	-0.04	3759.58
沪深300	4174.82	4149.04	-0.42	1562.43
创业板	1924.52	1929.96	0.30	1312.90

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