国信海外-收市小结(2020-04-15,星期三)

By:

Sales Trader, International Business Division

市场概况

三大指数开盘涨跌不一,随后窄幅横盘整理,午后震荡下行。医药股全天强势,涨停个股近20只,板块掀起涨停潮。数字货币、口罩、特斯拉、芯片等题材盘中轮动,短线资金接力欲望不强,持续性差。盘面上看,医药、3D摄像头等板块涨幅居前,RCS、乳业、在线旅游等板块跌幅居前。截至收盘,沪指跌0.57%,报收2811点;深成指跌0.56%,报收10417点;创业板指跌0.40%,报收1977点。

消息面

  1. 日前,兰州市人民政府办公室发布《关于进一步深化城镇住房制度改革完善住房供应体系的实施意见》明确,根据市场运行情况,调整商业地产贷款的首付款比例,由现行的70%调整为50%。易居研究院智库中心研究总监严跃进指出,这是全国首个在商业地产领域降低首付的政策,对于后续商办物业的买卖和去库存等有积极的作用。
  2. 汽车行业市场预测机构LMC:三月特斯拉在华注册量达12709辆,二月该数值为2314辆。

4月15日国内成品油调价窗口将再次开启。按照《石油价格管理办法》,本轮周期国内成品油价格挂靠的国际原油均价低于40美元/桶的“地板价”,国内油价将不做调整,这也是连续第二次不调整。未调整部分将按照规定,全额上缴中央国库,纳入一般公共预算管理。回顾以往,在2016年的国际油价下跌中,国内成品油调价曾因“地板价”机制出现“六连停”。

交易点评

就日线级别来看,大盘还存在一定的整理压力,但整理空间较小。

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、电子器件和农林牧渔行业,资金流出居前的板块是电子信息、化工和机械行业。

沪股通及深股通方面,沪股通资金净流入17.15亿元,当日余额502.85元;深股通资金净流入33.84亿元,当日余额486.16亿元。

截止收盘

开盘收盘涨跌幅%成交额(亿元)
上证指数2826.662811.17-0.572316.32
深证成指10468.4610417.37-0.564094.39
沪深3003820.853797.36-0.741697.00
创业板1991.601977.51-0.401295.14

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