收市小结 (2020-2-27)

By:

Sales Trader, International Business Division

市场概况

周四,沪深两市全天横盘缩量震荡,成交额连续七日破万亿,高位强势股出现补跌,北玻股份、常铝股份、紫江企业、乾照光电等一批强势股跌停,半导体、芯片等科技股再度调整,医废处理、在线教育、远程办公等板块受到追捧,总体来看,个股高低切换明显。截至收盘,沪指涨0.11%报2991点,深成指涨0.32%报11534点,创业板指涨0.73%报2196点。

消息面

  1. 据上证报,央行副行长刘国强表示,应对疫情方面,下一步要用好已有的支持政策,继续用好专项再贷款政策向中小银行倾斜;综合运用公开市场操作、常备借贷便利、中期借贷便利等货币政策工具;择机实施2019年普惠金融定向降准动态考核,释放长期流动性。“下一段还要择机定向降准,是因为有些银行的普惠金融服务达标了,就要给他降低,这也是支持普惠金融服务。”(上证报)
  2. 据新华社,国家林草局消息,国家林草局将加快调整《国家重点保护野生动物名录》《国家保护的有重要生态、科学、社会价值的陆生野生动物名录》和地方重点保护野生动物名录,积极扩展保护管理范围。推进《陆生野生动物保护实施条例》修订,抓紧制定野生动物人工繁育、专用标识等配套管理办法和技术标准。(财联社)
  3. 据韩联社消息,随着境内新型冠状病毒(COVID-19)疫情持续扩散,口罩网购价格飙升,目前单只售价超过4000韩元(约合人民币23元)。据韩国统计厅27日发布的数据,近期KF94口罩的网上售价超过4000韩元,较疫情前的(700-800韩元)增长6-8倍,药店、超市等实体店的售价维持在2000韩元水平。(财联社)
  4. 受疫情影响,据思念食品统计,其销量增长超过往年同期20倍之多。由于员工返岗难、物流配送受阻、物资短缺,即使是拥有上亿产品库存的“大厂”,安井、三全、思念等大品牌都出现了缺货、断货的情况。目前企业们已在积极复工恢复产能。(财联社)

交易点评

整体而言,市场随着做空动能的不断释放,股指也渐有企稳的迹象,技术上大趋势向上,下调的空间有限。

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、水泥和食品行业,资金流出居前的板块是电子器件、生物制药和金融行业。

沪股通及深股通方面,沪股通资金净流出9.87亿元,当日余额529.87亿元;深股通资金净流出0.71亿元,当日余额520.71元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2992.49 2991.33 0.11 3959.56
深成指 9125.27 11534.02 0.32 6546.32
沪深300 4084.08 4084.88 0.29 2820.50
创业板 2200.38 2196.71 0.73 2267.26
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