市场概况
指数全天以震荡为主,大小指数分化,个股涨多跌少,涨停个股近百家,跌停逾10家,午后市场整体情绪有所转暖。板块上,军工股尾盘再度走弱,有色板块全天弱势,证券、保险、银行等权重表现较为强势,稳定市场人气,精装修个股全天走强,国产软件、广电系、高铁、核电、深圳、天然气等板块轮番拉升,临近尾盘,光启技术、君正集团等市场高标跳水,高位股亏钱效应较为明显。盘面上,精装修、高铁、水利等板块涨幅居前,有色、军工、疫苗等板块跌幅居前。截至收盘,沪指涨0.75%,报收3379点;深成指涨0.06%,报收13657点;创业板指跌0.53%,报收2735点。
消息面
- 搜狐发布2020年第二季度财报。财报数据显示,第二季度总收入为4.21亿美元,预估为4.35亿美元。品牌广告收入为3800万美元,较2019年同期下降14%,较上一季增长48%;搜索及搜索相关广告业务收入为2.41亿美元,环比增长1%;在线游戏收入为1.06亿美元,同比增长4%;归于搜狐公司的美国通用会计准则净亏损为8000万美元。扣除上述畅游预提所得税影响后,归于搜狐公司的美国通用会计准则净利润为800万美元,去年同期净亏损为3500万美元,上季度净亏损为2000万美元。
- 生意社消息,8月以来国内稀土市场价格走势持续上涨,国内轻稀土镨,钕系价格上涨幅度较大,中重稀土市场钬、铽系价格有所上涨,稀土市场价格不断走高。近期国内稀土需求较之前有所增加,加之稀土“十三五”国储剩余额度中重稀土氧化镝、氧化铽分别占2019年产量的52%和190%,收储一旦如期进行,国内稀土市场价格或将持续上涨。
据知情人士透露,新东方已经择定三家银行安排其计划进行的在港二次上市,可能筹资至少10亿美元。消息人士称,这家已在纽约上市的公司正在与美国银行、瑞信和瑞银合作研究该发行交易。他们称,新东方目前计划最快年底在港二次上市,后期可能还会有更多银行加入。这些人士称,商议还在进行中,包括时机和规模在内的发行细节仍可能有变。新东方、美国银行、瑞信和瑞银的代表不予置评。
交易点评
总体来看,市场板块切换较快,高标筹码松动,一些资金逢高兑现欲望较强。
资金流向
行业板块资金流向方面,资金流入居前的板块是金融、建筑建材和汽车制造行业,资金流出居前的板块是有色金属、水泥和农林牧渔行业。 沪股通及深股通方面,沪股通资金净流入25.18亿元,当日余额494.82亿元;深股通资金净流出2.42亿元,当日余额522.42亿元。
截止收盘
开盘 | 收盘 | 涨跌幅% | 成交额(亿元) | |
上证指数 | 3341.53 | 3379.25 | 0.75 | 5270.84 |
深证成指 | 13576.32 | 13657.31 | 0.06 | 6305.28 |
沪深300 | 4681.76 | 4724.87 | 0.36 | 3712.98 |
创业板 | 2735.43 | 2735.26 | -0.53 | 2083.92 |
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