市场概况
周四,受美伊局势缓和消息刺激,沪深两市高开高走,两市仅400余只个股飘绿,创业板大涨2.7%,逼近2018年4月份高点,量子通信、数字中国、国产软件等科技板受到资金追捧,人气龙头星期六尾盘涨停,市场短线情绪高涨,但军工、黄金、原油等避险板块纷纷重挫。截至收盘,沪指涨0.91%,报收3094点;深成指涨1.79%,报收10898点;创业板指涨2.71%,报收1913点。
消息面
- 商务部新闻发言人高峰在今天下午的例行发布会上透露,应美方邀请,中共中央政治局委员、国务院副总理、中美全面经济对话中方牵头人刘鹤将于本月13日-15日率团访问华盛顿,与美方签署第一阶段经贸协议。双方团队正在就协议签署的具体安排密切沟通。(财联社)
- 乘联会数据显示,中国2019年1-12月份狭义乘用车零售累计销量为2069.76万,同比减少7.4%,其中12月份狭义乘用车零售销量214.10万辆,同比减少3.4%。(财联社)
- 天眼查数据显示,睿励科学仪器(上海)有限公司1月7日发生投资人变更,新增投资人为国家集成电路产业投资基金股份有限公司、上海同祺投资管理有限公司和海风投资有限公司。与此同时,公司注册资本由约1.2亿元新增至约3.1亿元。睿励科学仪器成立于2005年6月,最大股东为上海浦东新兴产业投资有限公司(由上海市浦东新区国资委全资持股),持股比例20.75%;此次入股的国家集成电路产业投资基金持股12.12%。(财联社)
- 中国信通院数据显示,2019年全年国内手机市场出货量3.89亿部,同比下降6.2%,其中5G手机1376.9万部。2019年12月份国内手机出货量3044.4万部,同比下降14.7%,其中5G手机541.4万部。(财联社)
交易点评
深成指和创业板指数没有跌破五日线支撑,同时北上资金也未见大幅出逃现象,短期市场向上势头不变。
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信息、电子器件和生物制药行业,资金流出居前的板块是有色金属、金融和汽车制造行业。
沪股通及深股通方面,沪股通资金净流入44.23亿元,当日余478.77亿元;深股通资金净流入54.57亿元,当日余额465.43元。
截至收盘
开盘 | 收盘 | 涨跌幅% | 成交额(亿元) | |
沪指 | 3082.64 | 3094.88 | 0.91 | 2717.16 |
深成指 | 9125.27 | 10898.17 | 1.79 | 4349.03 |
沪深300 | 4145.53 | 4164.37 | 1.27 | 2001.50 |
创业板 | 1884.42 | 1913.14 | 2.71 | 1516.94 |
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