国信海外-收市小结(2020-04-21,星期二)

By:

Sales Trader, International Business Division

市场概况

受外围影响,早盘三大指数单边下行,午后指数跌幅收窄。盘中,数据中心板块全天强势,午后大基建板块卷土重来,云计算、国产软件、特高压等板块走强,局部科技板块回暖,带动指数回升,市场情绪有所修复。盘面上看,数据中心、云计算等板块涨幅居前,养鸡、白酒、半导体等板块跌幅居前。截至收盘,沪指跌0.86%,报收点2828点;深成指跌1.08%,报收10506点;创业板指跌0.95%,报收2023点。

消息面

  1. 记者从深圳银保监局获悉,昨日下午深圳银保监局联合深圳人行召开辖内银行座谈会,对于加强信贷管理服务实体经济提出相关要求,其中包括:对房产交易完成后短期内申请抵押贷款的业务要重点审查融资需求的合理性;要加强对房产抵押经营贷的资金用途监控,不得违规流入房地产领域;要求各行迅速开展全面排查,对于排查发现信贷资金违规挪用于房地产领域的贷款要限期收回;同时要求银行要继续按照银保监会要求加强小微企业金融服务,不要因业务规范而影响对小微企业和个体工商户正常生产经营的信贷支持。此外,深圳银保监局表示,没有责令各放款行收回所有1月25日后审批的过户不满半年的房产做的抵押经营贷。
  2. 据日经新闻报道,全球晶振龙头厂精工爱普生 ( Seiko Epson )4月20日宣布日本境内所有工厂将停工12天、停工时间段为4月25日至5月6日。

据知情人士,台积电预定将分三种年期发行130亿元台币公司债,计划于5月下旬发行。这是台积电今年第三次发债,累计几乎将达到先前董事会核准的600亿元台币额度。预计5年期30亿元,7年期70亿元,10年期30亿元各年期金额可以增额或减额不超过原订的50%,最高发行量不超过144亿元。

交易点评

今日两市回补缺口后出现反弹,但力度有限,市场做多信心仍显不足。

资金流向

行业板块资金流向方面,资金流入居前的板块是电子信息、印刷包装和食品行业,资金流出居前的板块是电子器件、金融和生物制药行业。 沪股通及深股通方面,沪股通资金净流出4.28亿元,当日余额524.28元;深股通资金净流出5.98亿元,当日余额525.98亿元。

截止收盘

开盘收盘涨跌幅%成交额(亿元)
上证指数2842.242827.01-0.902486.89
深证成指10577.7210506.86-1.084006.23
沪深3003838.233808.05-1.181550.77
创业板2035.772023.94-0.951365.26
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