收市小结(2020-05-22,星期五)

By:

Sales Trader, International Business Division

市场概况

今日股指全线下跌,午后小幅反弹,两市近40只个股跌逾9%,上涨个股仅700余只。早盘题材全线萎靡,午后有所活跃,半导体等板块止跌反弹,稀土永磁、广电系、天然气异动拉升,低位次新股补涨,但都无法带动市场人气,人气持续冰点。盘面上,板块全线下跌,仅稀土永磁收红,白酒、医疗器械、Mini LED等跌幅居前。截至收盘,沪指跌1.87%,报收2813点;深成指跌2.22%,报收10604点;创业板指跌2.52%,报收2046点。

消息面

  1. 据日经亚洲新闻引述消息人士称,华为公司正与联发科、紫光展锐就采购更多芯片事宜开始磋商,华为有意将两者的芯片作为替代产品来维持其消费电子业务的继续运营。联发科是仅次于高通的全球第二大移动芯片制造商,紫光展锐为内地第二大移动芯片设计商。
  2. 《关于2019年中央和地方预算执行情况与2020年中央和地方预算草案的报告》显示,中央财政向中国国家铁路集团注资500亿元,支持发行500亿元铁路建设债券用作资本金,加大沿海干线高铁、城际铁路和沿江高铁项目建设力度。
  3. 中国结算数据显示,4月新增投资者数164.04万人,同比增长7.14%,环比减少13.26%。
  4. 记者从携程方面确认,该公司与BCD Group于今年4月完成了关于Travix的交易,后者已归属携程集团旗下。据了解,Travix业务覆盖欧洲、美洲、亚洲市场,携程通过此次交易,获得了Vayama、Vliegwinkel和CheapTickets.nl等多个旅游品牌。

据外媒引述消息人士,印度正起草新规定,提议对来自中国大陆和香港的新的外国组合投资人(FPI)进行更严格的审查,避免在疫情期间印度资产被外资大举收购。该规定由印度贸易部和印度证券交易委员会共同起草,正在印度联邦财政部审核。

交易点评

整体来看,市场交投意愿低迷,北上资金维持净流出,多头未有明显的反抗,个股处于普跌状态,赚钱效应低迷。

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、家具和摩托车行业,资金流出居前的板块是生物制药、电子信息和电子器件行业。 沪股通及深股通方面,沪股通资金净流出27.38亿元,当日余额547.38元;深股通资金净流入4.74亿元,当日余额515.26亿元。

截止收盘

开盘收盘涨跌幅%成交额(亿元)
上证指数2863.052813.77-1.892452.30
深证成指10832.9110604.97-2.223474.90
沪深3003907.583824.06-2.291572.87
创业板2099.422046.60-2.521151.35
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