市场概况
三大股指尾盘跳水,两市个股普跌,涨停个股不足40家,跌停个股近20家,整体分化较为严重,午后市场亏钱效应扩大。板块上,证券、保险等权重板块尾盘跳水带动指数下跌,挫伤市场情绪,白酒、食品饮料等稍显强势,市场题材集中在军工、农业等防御板块,但在尾盘均出现回调,个股上,光启技术、君正集团等高标人气股开始杀跌。盘面上,中船系、养殖业、玉米等板块涨幅居前,深圳、可降解塑料、数字货币等板块跌幅居前。截至收盘,沪指跌1.15%,报收3340点;深成指跌1.40%,报收13466点;创业板指跌1.70%,报收2688点。
消息面
- 此前市场爆料称,华为消费者业务CEO余承东签发了,成立显示驱动产品业务部的通知。华为方面表示,确实成立了该部门。从产业链得知,早在2019年年底华为就在搞相关项目了,华为海思第一款OLED Driver已经在流片。
- 发改委:继续推动景区门票降价。在前期工作基础上,各地继续开展重点国有景区门票成本监审或调查、价格评估调整工作,综合考虑各地区经济发展水平及景区规模等级差异,区分景区不同经营管理模式,创新价格管理方式,分类施策推动国有景区门票价格回归合理区间,降低偏高的门票价格水平,推行收支信息公开。今年下调景区门票价格应考虑新冠肺炎疫情影响,结合当地实际,坚持远近结合,既要有利于推动旅游业发展,又能保障景区正常运转。
- 伟星新材公告,公司上半年营业收入18.05亿元,同比减少14.28%;净利润3.57亿元,同比减少19.61%。
- 玲珑轮胎发布2020年半年度报告,报告期公司实现营业收入82.44亿元,同比减少0.8%。实现归属于母公司所有者的净利润8.97亿元,同比增长23.64%。
蔚来汽车:第二季度营收37.2亿元,去年同期为15.08亿元。
交易点评
整体看,高位股加速补跌,市场题材低迷,资金表现谨慎。
资金流向
行业板块资金流向方面,资金流入居前的板块是船舶制造、酿酒和农林牧渔行业,资金流出居前的板块是电子信息、金融和生物制药行业。 沪股通及深股通方面,沪股通资金净流入32.14亿元,当日余额487.86亿元;深股通资金净流入31.06亿元,当日余额488.94亿元。
截止收盘
开盘 | 收盘 | 涨跌幅% | 成交额(亿元) | |
上证指数 | 3379.49 | 3340.29 | -1.15 | 5140.21 |
深证成指 | 13668.31 | 13466.27 | -1.40 | 6205.86 |
沪深300 | 4730.37 | 4681.78 | -0.91 | 3508.29 |
创业板 | 2740.15 | 2688.70 | -1.70 | 1989.12 |
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