市场概况
周五,两市今日震荡整理,创业板再创反弹新高,三大指数均收出五连阳,医疗废品概念股上演涨停潮,市场做多情绪爆棚,两市涨停个股再度逼近200只,口罩、消毒剂、远程办公、超级真菌、在线教育等继续领涨,但高位股大幅分化,鲁抗医药、四环生物、未名医药等一批医药股大幅跳水。截至收盘,沪指涨0.33%报2875点,深成指涨0.1%报10611点,创业板指涨0.18%报2015点。
消息面
- 中国1月末外汇储备报3.1155万亿美元,环比增加75.76亿美元,预估3.1058万亿。(财联社)
- 海关总署通知,从今年开始,为与国家统计局相关数据的发布时间安排一致,1月份和2月份的货物贸易进出口数据将合并发布。(财联社)
- 北汽蓝谷公告,1月份,公司子公司北京新能源汽车股份有限公司产量为1602辆,同比增长1028%;销量为2006辆,同比下降55.54%。(财联社)
- 中国结算发布H股“全流通”业务指南、2020年“全流通”业务清算交收安排。在H股“全流通”业务中,中国证券登记结算(香港)有限公司作为中国结算持有的H股“全流通”股份的名义持有人,将参与H股“全流通”业务的证券集中存管于香港中央结算有限公司,并办理H股“全流通”证券涉及的托管和持有明细维护、跨境结算、代理人服务等业务。(财联社)
- 据新华社,国家发展改革委近日会同财政部、商务部召开专题会议,研究决定立即安排调运2000吨冻猪肉进入中央储备武汉直属库。(财联社)
- 赣锋锂业2月7日在互动平台表示,特斯拉指定其电池供货商向公司及子公司赣锋国际采购电池级氢氧化锂产品。特斯拉向公司采购的产品数量约为公司氢氧化锂年总产能的20%,以最终实际结算为准。(财联社)
- IDC根据2020年全球政府行业数字化转型预测,给出了中国版的趋势分析:到2022年,5G将促进混合现实、自主景观和基于边缘的生态系统的创造,这将推动中国数字经济25%的社会经济增长。(财联社)
交易点评
今天两市震荡整理,尾盘强势收红,显示市场韧性在不断增强,且市场换手充分,有效对冲获利盘抛压,有利于市场延续强势。
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、电子器件和飞机制造行业,资金流出居前的板块是生物制药、金融和有色金属行业。
沪股通及深股通方面,沪股通资金净流入2.81亿元,当日余额517.19亿元;深股通资金净流出8.85亿元,当日余额528.85元。
截至收盘
开盘 | 收盘 | 涨跌幅% | 成交额(亿元) | |
沪指 | 2858.93 | 2875.96 | 0.33 | 3623.84 |
深成指 | 9125.27 | 10611.55 | 0.10 | 5672.01 |
沪深300 | 3879.55 | 3899.87 | 0.00 | 2375.09 |
创业板 | 2014.16 | 2015.80 | 0.18 | 2065.43 |
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