市场概况
三大股指高开回落,大小指数分化,创业板指表现较弱,市场个股持续分化,涨停个股不足50股,近40股跌逾9%,市场炸板率逾40%。题材持续退潮,光刻胶、OLED、5G等科技板块冲高回落,近日只有医药板块持续走强,临近尾盘,黄金股有所走高,整体看,资金观望情绪较为浓厚,需等待资金重新选择市场主线。未名医药、爱司凯等高位股跌停,短线风险加大,市场短线人气持续回落,表现低迷。盘面上,铁矿石、餐饮酒店、Mini LED等涨幅居前,单车、零售、啤酒等跌幅居前。截至收盘,沪指涨0.24%,报收2937点;深成指跌涨0.31%,报收11215点;创业板指跌0.59%,报收2153点。
消息面
- 据农业农村部监测,6月8日“农产品批发价格200指数”为111.33,比上周五上涨0.01个点,“菜篮子”产品批发价格200指数为112.56,比上周五下降0.01个点。截至今日14:00时,全国农产品批发市场猪肉平均价格为40.12元,比上周五上涨0.8%;牛肉70.53元,比上周五下降1.1%;羊肉67.35元,比上周五下降0.5%;鸡蛋6.29元,比上周五下降3.1%。
- 第102届全国糖酒商品交易会组委会发布公告,第102届全国糖酒商品交易会将以线上展形式于2020年7月28日-30日举办。组委会将携手阿里巴巴集团,充分运用人工智能、云计算等技术,建立集线上展示、供采对接、直播营销、洽谈交易为一体的全国糖酒会云展平台。
- 交通运输部办公厅发布关于做好交通运输促进消费扩容提质有关工作的通知。《通知》提出,加快城际交通基础设施建设。以京津冀地区、长三角地区、粤港澳大湾区、成渝地区双城经济圈等重点城市群、都市圈为重点,推动形成以轨道交通、高速公路为骨架的多层次快速交通网。完善城市群、都市圈中心城市交通基础设施建设,大力发展公共交通,提升交通一体化水平。逐步形成都市区1小时通勤,城市群2小时通达。
欧菲光日前接受机构调研时表示,2019年是屏下指纹爆发元年,但由于技术原因,目前屏下指纹只能在OLED上实现,随着OLED渗透率的提升,屏下指纹的需求也进一步被激发。据CINNO预测,2020年OLED屏下指纹手机出货量有望超过4亿部。随着适配LCD屏的屏下指纹解锁方案出现,以及屏下指纹识别将从单点识别到大面积甚至全屏指纹识别升级,屏下指纹识别将迎来更大的市场空间。
交易点评
目前来看,短期指数的上涨幅度较大,存在盘整回调的预期。
资金流向
行业板块资金流向方面,资金流入居前的板块是家电、印刷包装和玻璃行业,资金流出居前的板块是电子信息、机械和酿酒行业。 沪股通及深股通方面,沪股通资金净流入21.11亿元,当日余额498.87元;深股通资金净流出2.84亿元,当日余额522.84亿元。
截止收盘
开盘 | 收盘 | 涨跌幅% | 成交额(亿元) | |
上证指数 | 2941.98 | 2937.77 | 0.24 | 2746.12 |
深证成指 | 11266.93 | 11215.76 | 0.31 | 4096.74 |
沪深300 | 4023.61 | 4021.95 | 0.52 | 1930.48 |
创业板 | 2184.58 | 2153.56 | -0.59 | 1387.95 |
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