市场概况
三大指数宽幅震荡,临近尾盘再度跳水,逾百股跌超9%,获利盘持续出逃。板块上,旅游酒店板块迎政策利好掀涨停潮,午后,多元金融板块走强一度带动市场情绪回暖,医药、白酒、饮料板块走强,临近尾盘,沪硅产业、第一创业等股大幅跳水,市场再度走弱。盘面上,旅游酒店、白酒、饮料等板块涨幅居前,半导体、今日头条、华为海思等板块跌幅居前。
消息面
- 紫光国微子公司紫光同芯联合紫光云等多家企业,中标工信部通信管理局“2020年工业互联网创新发展工程–规模化工业互联网标识新连接平台项目”。这标志着紫光国微在工业互联网领域提供的安全芯片解决方案正式进入工业互联网万亿规模市场。
- 国家开发银行透露,今年上半年,国开行向粤港澳大湾区提供融资总量2002亿元,支持了基础设施互联互通、科技创新、现代化产业、生态环保等重点领域发展。据了解,国开行于2019年制定的行动计划明确,2019年至2022年期间,国开行将向粤港澳大湾区累计提供融资总量1万亿元。截至今年6月末,这一计划已完成54%。
- 美国研究人员报告称,鉴于该国首款新冠疫苗在此前的试验中成功使所有接受测试的患者都产生了对新冠病毒的抗体,因而该疫苗的测试有望于7月27日左右进入最后阶段。该款正在接受试验的疫苗由美国国立卫生研究院和美国生物公司Moderna共同研发。
- 据中国汽车工业协会根据行业内11家重点企业上报的数据编辑显示,2020年7月上旬, 11家重点企业汽车产销分别完成62.2万辆和45.2万辆,与6月上旬相比分别下降11.2%和8.4%,产量同比增长38.8%、销量同比下降4.9%。
- 春秋航空公告,6月旅客周转量为23.86亿人公里,同比下降26.32%,货邮周转量为1321.95万吨公里,同比增长40.30%;上半年旅客周转量为116.73亿人公里,同比下降38.79%,货邮周转量为7152.61万吨公里,同比增长36.91%。
交易点评
整体看,市场对中芯国际明天上市的抽血效应提前反应,大盘仍是良性调整,盘中资金承接力表现尚可。
资金流向
沪深两市全天成交额超1.57万亿元,连续八个交易日保持在1.5万亿之上。沪股通及深股通方面,北向资金合计净流出27.06亿元。其中沪股通净流出14.74亿,深股通净流出12.32亿。
截止收盘
开盘 | 收盘 | 涨跌幅% | 成交额(亿元) | |
上证指数 | 3422.08 | 3361.3 | -1.56 | 674.73 |
深证成指 | 14017.93 | 13734.13 | -1.87 | 896.76 |
沪深300 | 4821.52 | 4744.47 | -1.29 | 486.75 |
创业板 | 2866.24 | 2813.06 | -1.6 | 302.15 |
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