收市小结 (2020-3-18)

市场概况

周三，在美股大涨刺激下，A股高开高走，创业板领涨；午后金融股跳水，股指回落。盘面上，水泥建材、农牧饲渔、农药兽药、黄金、医药、电子元件、工程建设、电子信息、软件服务等行业早盘领涨，午后大幅跳水；券商、银行、酿酒、通讯、房地产杀跌。题材股方面，生物疫苗、光刻胶、鸡肉概念、猪肉概念等表现强势，土地流转、大飞机、互联金融等大幅杀跌。

消息面

1. 今日有传闻称紫光存储上海公司即将解散，且未来紫光存储业务重点转移到DRAM，记者从紫光存储获悉，为实现紫光集团整体存储战略，优化产品组合，为客户提供更好的技术服务，紫光存储对相关业务进行了重新聚焦：压缩了NAND部分产品线，未来随着长江存储3D NAND稳步量产，相关业务将逐步转移到长江存储；同时，增强了DRAM部分产品线。（财联社）
2. 中国铁塔披露2019年业绩公告，2019年全年营运收入764.3亿元，同比增长6.4%，市场预估766.8亿元；全年净利润52.2亿元，同比增长97.1%，市场预估51亿元；每股末期股息0.0146元。（财联社）
3. 星源材质公告，与Northvolt AB拟建立动力锂电池隔膜战略合作伙伴关系，星源材质拟在欧洲建设锂离子电池隔膜工厂配套Northvolt锂离子电池生产，开拓欧洲市场。瑞特股份公告，受新冠病毒疫情影响，因公司年报审计机构位于湖北武汉，复工时间有所延迟，尚有部分审计程序仍在进行中，公司决定将2019年年报披露时间变更为4月28日。（财联社）

交易点评

从盘面看题材轮番表现，并没有清晰的主线，市场炸板率高达58%，资金开始出现谨慎情绪。

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、煤炭和家电行业，资金流出居前的板块是电子信息、金融和房地产行业。

沪股通及深股通方面，沪股通资金净流出36.92亿元，当日余额556.92亿元；深股通资金净流出27.05亿元，当日余额547.05亿元。

截至收盘

	开盘	收盘	涨跌幅%	成交额（亿元）
沪指	2792.32	2728.76	-1.83	3186.11
深成指	9125.27	10029.57	-1.70	5183.74
沪深300	3729.69	3636.26	-1.98	2441.27
创业板	1941.30	1887.04	-1.60	1752.03

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