市场概况
早盘股指下探回升,午后窄幅震荡,指数箱体上沿压力依旧较大,两市个股涨多跌少,逾百股涨停,短线情绪有所好转,资金承接力较强。板块上,市场主要围绕军工、农业、稀土板块,贵金属、食品饮料、猪肉等板块表现强势,半导体板块整体抛压较大,高开回落,疫苗股探底回升,大金融板块调整。盘面上,军工、农业、黄金等板块涨幅居前,银行、机场航运、房地产等板块跌幅居前。截至收盘,沪指涨0.17%,报收3377点;深成指涨0.72%,报收13960点;创业板指涨0.97%,报收2860点。
消息面
1. 据百川资讯监测,继昨日上涨10.21%后,今日碳酸二甲酯价格再度上涨3.68%。当前碳酸二甲酯市场价报价7050元/吨,与7月初的5000元/吨相比,涨幅高达40%,目前市场主流成交价集中在7000-7300元/吨之间。
2. 白云机场公告,7月旅客吞吐量409.6万人次,同比下降34.64%;货邮吞吐量15.2吨,同比下降3.4% 。1-7月累计旅客吞吐量1971.6万人次,同比下降52.96%。
3. 鹏鼎控股公告,公司2020年7月合并营业收入为人民币23.55亿元,较去年同期的合并营业收入增加14.93%。
4. 正邦科技公告,公司2020年7月销售生猪91.18万头,环比增长31.37%,同比增长63.12%;销售收入31.29亿元,环比增长34.67%,同比增长247.34%。
交易点评
整体上,市场热点板块主要以防御型为主,板块快速轮动,跷跷板效应明显。
资金流向
行业板块资金流向方面,资金流入居前的板块是生物制药、农林牧渔和化工行业,资金流出居前的板块是金融、房地产和商业百货行业。
沪股通及深股通方面,沪股通资金净流出21.18亿元,当日余额541.18亿元;深股通资金净流入24.50亿元,当日余额495.50亿元。
截止收盘
开盘 | 收盘 | 涨跌幅% | 成交额(亿元) | |
上证指数 | 3363.33 | 3377.56 | 0.17 | 5265.15 |
深证成指 | 13859.32 | 13960.93 | 0.72 | 6702.65 |
沪深300 | 4761.76 | 4777.11 | 0.03 | 3474.08 |
创业板 | 2826.41 | 2860.24 | 0.97 | 2292.65 |
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