市场概况
周一,沪深两市今日震荡走高,创业板指6连阳再创反弹新高,近期市场量能持续放大,病毒防治概念股今日大幅分化,在线教育、远程办公、口罩集体退潮,个股开始兑现,四环生物、鲁抗医药、永太科技等近30只个股跌停,但短线情绪仍比较亢奋,涨停个股高达180只,从盘面表现来看,农业、医疗废物处理、水泥、猪肉等板块领涨。截至收盘,沪指涨0.51%报2890点,深成指涨1.1%报10728点,创业板指涨1.31%报2042点。
消息面
- 上海市经济信息化委副主任张英表示,根据境外媒体关注的问题,对于如今期望复工的企业数据,上海进行了抽样调查,在制造业80%的企业有意愿复工,复工率达到70%。软件行业80%以上复工,以居家办公为主,居家办公占到70%。上海市经济和信息化委也协调了相关的14个区县,已经有598家重点企业复工,其中涉及到具体防控的企业有248家。(财联社)
- 据新京报,富士康科技集团发复工声明。该声明称,富士康在中国大陆各厂区正紧密配合各地政府复工要求,依分批原则有序复工。声明还显示,每个厂区复工过程严格要求合法合规,以员工安全为最高原则。各厂区复工情形,以当地政府公告为准。(财联社)
- 中国煤炭运销协会官方微信账号称,中国神华把2月份5500大卡的煤炭基准单价提高了7元,至562元/吨。5,000大卡的煤炭单价上涨8元,至502元/吨。(财联社)
交易点评
北上资金今日小幅流出,说明外资对于疫情的不确定性放慢脚步,医药板块谨慎追高。
资金流向
行业板块资金流向方面,资金流入居前的板块是农林牧渔、有色金属和家电行业,资金流出居前的板块是生物制药、化工和医疗器械行业。
沪股通及深股通方面,沪股通资金净流入0.89亿元,当日余519.11亿元;深股通资金净流出4.72亿元,当日余额524.72元。
截至收盘
开盘 | 收盘 | 涨跌幅% | 成交额(亿元) | |
沪指 | 2860.50 | 2890.49 | 0.51 | 3415.20 |
深成指 | 9125.27 | 10728.46 | 1.10 | 5442.74 |
沪深300 | 3872.37 | 3916.01 | 0.41 | 2296.25 |
创业板 | 2019.31 | 2042.18 | 1.31 | 1983.46 |
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