市场概况
周一,早盘两市小幅高开,随后震荡走高,创业板指表现强势。午后,创业板指和沪指以横盘震荡为主。从盘面上看,抗流感、海南、芯片等板块涨幅居前,在线旅游、转基因、机场等板块跌幅居前。截至收盘,沪指涨0.66%,报收3095.77;深成指涨1.47%,报收11115.88点;创业板指涨2.57%,报收1982.18点。
消息面
- 交通部发布《2020年交通运输法制工作要点》,文件要求,积极推动行业重点法律法规立法进程。制定并实施《交通运输部2020年立法计划》。加快推动公路法、收费公路管理条例和农村公路条例制修订工作。(财联社)
- 工信部部长苗圩表示,我们将跟发改委等有关部门一道,保护好地方政府的积极性,同时要克服集成电路盲目低水平的重复建设,要使这些从事集成电路的主体企业一步一步的从投资转向运营,在运营当中除了技术要取得成功之外,还要取得商业上的成功。所以在这个过程当中仍然有大量的工作需要做,但我们总体的发展势头还是良好的。(财联社)
- 万达电影公告,预计2019年实现净利润33-45亿元,同比增长57.14%-114.28%。主要原因为公司拟计提商誉减值准备45-55亿元。(财联社)
- 兆易创新预计2019年年度实现净利润6.00亿元到6.50亿元,与上年同期相比增加1.95亿元到2.45亿元,同比增加48.15%到60.49%。报告期内市场需求增加,公司不断拓展新客户、新市场,导入新产品,优化调整产品结构。(财联社)
- 爱尔眼科公告,预计2019年实现净利润13.12-14.13亿元,同比增长30%-40%。报告期内,国家近视防控战略、防盲治盲等政策加快落地,医疗消费稳步升级,促进了公司业绩的稳定增长。(财联社)
- 迈瑞医疗公告,预计2019年实现净利润44.63-48.35亿元,同比增长20%-30%;预计实现营收158.16-171.91亿元,同比增长15%-25%。(财联社)
交易点评
整体个股涨多跌少,赚钱效应回升,市场做多热情增强。
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、生物制药和电子信息行业,资金流出居前的板块是化工、酿酒和农林牧渔行业。
沪股通及深股通方面,沪股通资金净流入22.68亿元,当日余497.32亿元;深股通资金净流入42.24亿元,当日余额477.76元。
截至收盘
开盘 | 收盘 | 涨跌幅% | 成交额(亿元) | |
沪指 | 3082.11 | 3095.79 | 0.66 | 2711.22 |
深成指 | 9125.27 | 11115.88 | 1.47 | 4080.01 |
沪深300 | 4170.74 | 4185.83 | 0.75 | 2026.92 |
创业板 | 1940.12 | 1982.18 | 2.57 | 1488.23 |
Disclosure: Interactive Brokers
Information posted on IBKR Traders’ Insight that is provided by third-parties and not by Interactive Brokers does NOT constitute a recommendation by Interactive Brokers that you should contract for the services of that third party. Third-party participants who contribute to IBKR Traders’ Insight are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.
This material is from Guosen Securities Co., Ltd and is being posted with permission from Guosen Securities Co., Ltd. The views expressed in this material are solely those of the author and/or Guosen Securities Co., Ltd and IBKR is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation to buy, sell or hold such security. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
In accordance with EU regulation: The statements in this document shall not be considered as an objective or independent explanation of the matters. Please note that this document (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research, and (b) is not subject to any prohibition on dealing ahead of the dissemination or publication of investment research.
Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations.
Disclosure: Chinese Translation
这篇文章已被翻译成中文。如英文版本和中文版本之间有任何不一致,以英文版本为准。该文章中的分析仅为提供信息,不是也不应该被视为推销或招揽购买任何证券。文章中讨论的一般市场活动、行业或领域趋势、或其它基于广泛的经济或政治条件的内容,不应被解释为研究结果或投资建议。讨论中提及包括的特定证券、商品、货币、或其它产品均不构成IB推荐购买,出售或持有此类投资的建议。本材料不是也不意图针对个别客户的特定财务条件、投资目标或要求。在根据本材料采取行动之前,您应该考虑是否适合您的具体情况,并在必要时寻求专业建议。
盈透交易员睿智中提供的内容(包括文章和评论)仅作为资讯用途。发布的内容并不代表盈透证券建议您或您的客户联系独立顾问或对冲基金以期获取其服务或投资其产品,也不代表建议您联系在盈透交易员睿智发布文章或向顾问、对冲基金投资的相关人士。在盈透交易员睿智中发布文章的顾问、对冲基金或其他分析师均独立于盈透证券,盈透证券不会对这些顾问、对冲基金或其他人士的过往或将来表现,或其提供的信息之准确性做出任何声明或担保。盈透证券不会进行“适宜性评估”来确保顾问、对冲基金或其他参与方的交易适合于您。
发布内容中提及的证券或其他金融产品并非适合所有投资者。发布的内容并未从您的投资目标、财务状况或需求出发,并不旨在向您推荐任何证券、金融产品或策略。过往业绩并不代表将来表现,如有需要,请咨询相关人士获取专业的建议。
盈透或其分支机构的雇员所发布的任何信息均基于公认的真实可信的信息。然而,盈透或其分支机构无法保证信息的完整性、准确性和适当性。盈透不对任何金融产品其过去或将来的表现作出任何声明或担保。交易员睿智中发布的文章并不代表盈透认为任何特定金融产品或交易策略适合您。