收市小结 (2020-3-10)

市场概况

周二，沪深两市探底回升，大小指数同步走高，个股呈现普涨态势，创业板涨2.6%，前期领跌的芯片股止跌反弹，口罩股集体补跌，道恩股份、搜于特等逾15只个股跌停，从市场炒作主线来看，5G、数据中心等新基建成反弹核心，市场成交额连续两日突破万亿元，两市近140只个股涨停，市场短线情绪回暖。截至收盘，沪指涨1.82%报2996点，深成指涨2.65%报11403点，创业板指涨2.66%报2148点。

消息面

1. 国家税务总局发布新版《应对新冠肺炎疫情税费优惠政策指引》，其中在支持复工复产方面，对受疫情影响较大的困难行业企业2020年度发生的亏损最长结转年限延长至8年；阶段性减免增值税小规模纳税人增值税；阶段性减免企业养老、失业、工伤保险单位缴费；阶段性减免以单位方式参保的个体工商户职工养老、失业、工伤保险；阶段性减征职工基本医疗保险单位缴费；鼓励各地通过减免城镇土地使用税等方式支持出租方为个体工商户减免物业租金。（财联社）
2. 国家能源局发布关于2020年风电、光伏发电项目建设有关事项的通知：风电、光伏发电投资企业要综合考虑项目所在地区可再生能源“十三五”相关规划执行情况、电网消纳能力等，理性投资，防范投资风险；按照核准（备案）文件要求，落实各项建设条件，有序组织项目开工建设；加强工程质量管控，确保建设安全和生产安全。（财联社）
3. 据路透，特斯拉计划增加生产线，生产更多的电池组、电动机和电机控制器。特斯拉希望将其冷却管道（汽车热管理系统的关键部分）的年产能提高近一倍，从15万套增加到26万套。计划中的生产线将不包括电池的生产，但将在工厂外包电池生产。（财联社）

交易点评

总体上看，今天个股涨多跌少，炸板率维持高位，赚钱效应好转。沪指日线技术图形探底大阳线，市场成交量较昨日持平，结构上节后以来的上行趋势未被破坏。

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、电子器件和金融行业，资金流出居前的板块是生物制药、服装鞋类和纺织行业。

沪股通及深股通方面，沪股通资金净流入18.42亿元，当日余额501.58亿元；深股通资金净流入37.83亿元，当日余额482.17元。

截至收盘

	开盘	收盘	涨跌幅%	成交额（亿元）
沪指	2918.93	2996.76	1.82	4250.17
深成指	9125.27	11403.47	2.65	6565.03
沪深300	3975.23	4082.73	2.14	2961.84
创业板	2083.20	2148.81	2.66	2114.79

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