收市小结 (2020-2-24)

By:

Sales Trader, International Business Division

市场概况

周一,大小指数全天分化,创业板指再度走高,持续逼空上涨,年后16个交易日,创业板指涨幅高达28%,从盘面看,市场氛围仍旧活跃,两市涨停个股高达160只,5G、半导体、OLED等科技板块持续受到追捧,沪深两市成交额突破12000亿元,连续四日破万亿。截至收盘,沪指跌0.28%报3031点,深成指涨1.23%报11772点,创业板指涨1.68%报2263点。

消息面

  1. 据澎湃新闻,江苏省苏州市自然资源和规划局网站对苏地网挂(2020)1号、苏地网挂(2020)2号公告再次调整,即补充公告。两则公告涉及16幅土地,其中,纯宅地11幅,完全不含住宅用地的仅一幅商服用地、一幅商务金融用地。其中,10幅宅地(仅1幅含部分商业用地)土地面积约47万平方米,起报总价超过128亿元。补充公告对这10幅土地取消了竣工预售许可调整价,并且表示土地使用权网上竞价超过市场指导价(含市场指导价)、按价高者得的原则确定竞得人。(财联社)
  2. 利亚德在互动平台表示,公司持有Saphlux公司股份,根据2018年7月份的公开报道,Saphlux于2018年3月份,实现了4英寸半极性氮化镓材料的量产;5月份,Saphlux与一家著名的台湾厂商达成合作。(财联社)
  3. 发改委印发《智能汽车创新发展战略》。战略提出,到2025年,中国标准智能汽车的技术创新、产业生态、基础设施、法规标准、产品监管和网络安全体系基本形成。车用无线通信网络(LTE-V2X 等)实现区域覆盖,新一代车用无线通信网络(5G-V2X)在部分城市、高速公路逐步开展应用,高精度时空基准服务网络实现全覆盖。(财联社)

交易点评

今天两市成交量继续破万亿,交投活跃,科技题材领涨两市,两市不乏赚钱效应。

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、电子信息和医疗器械行业,资金流出居前的板块是金融、生物制药和交通运输行业。

沪股通及深股通方面,沪股通资金净流出36.99亿元,当日余556.99亿元;深股通资金净流出22.56亿元,当日余额542.56元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 3027.89 3031.23 -0.28 4516.01
深成指 9125.27 11772.38 1.23 7704.58
沪深300 4131.84 4132.84 -0.40 3263.88
创业板 2223.19 2263.97 1.68 2805.13
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