收市小结 (2020-3-19)

By:

Sales Trader, International Business Division

市场概况

周四,沪深两市全天上演过山车行情,沪指盘中一度跌破2700点,白酒、保险、煤炭等权重股成杀跌主力军,午后在芯片、5G、数据中心的等板块带动下,创业板指数探底回升翻红。截至收盘,沪指跌0.98%报2702点,深成指跌0.1%报10019点,创业板指涨0.42%报1894点。

消息面

  1. 主流宽基ETF和科技类ETF3月19日继续得到净申购,记者从基金业内获悉,华泰柏瑞沪深300ETF资金净流入超30亿元,华夏上证50ETF净流入约14亿元,南方中证500ETF净流入约6亿元,华夏5GETF净流入约10亿元,国泰半导体50ETF净流入约9亿元。(财联社)
  2. 国家发展改革委价格司副司长表示,在当前和今后一段时间生猪产能稳步恢复的情况下,猪肉供应将得到改善,猪肉价格也会随之回落。工农业产品供应比较充足,服务业发展迅速,物价保持平稳运行的基础牢固,预计今年CPI会呈现前高后低的态势,全年物价运行总水平总体将保持在合理区间。(财联社)
  3. 据证券时报,中国移动在港交所公布财报,2019年全年净利润1066亿元,市场预估1054.4亿元;全年营运收入7459亿元,市场预估7411.7亿元;每股末期股息1.723港元,上年同期1.391港元。从中国移动了解到,为满足建设领先的5G网络、打造云战略基础设施以及支撑CHBN四轮发展等需要,公司2020年资本开支预算为1798亿元。其中,5G相关投资计划约1000亿元。今年中国移动将积极推进5G建设,力争2020年底5G基站规模累计达到30万站以上,基本实现全国地市以上城区5G覆盖。(证券时报)

交易点评

两市涨停个股近80只,短线做多情绪回暖。

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、电子器件和商业百货行业,资金流出居前的板块是医疗器械、交通运输和房地产行业。

沪股通及深股通方面,沪股通资金净流出52.48亿元,当日余额572.48亿元;深股通资金净流出42.18亿元,当日余额562.18亿元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2719.41 2702.13 -0.98 3305.18
深成指 9125.27 10019.86 -0.10 4919.49
沪深300 3623.79 3589.09 -1.30 2718.27
创业板 1898.76 1894.94 0.42 1647.31
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