国信证券收市小结 (2020-4-8)

By:

Sales Trader, International Business Division

市场概况

周三,三大指数集体低开,早盘维持窄幅震荡,午后小幅冲高后回落。盘面上,题材快速轮动,水产、RCS、芯片、原料药、C2M、旅游、军工、有色金属、口罩等轮番拉升。截至收盘,沪指跌0.19%,报收2815点;深成指跌0.41%,报收10386点;创业板指跌0.25%,报收1964点;RCS、景点旅游、军工等涨幅居前,种植业、养殖业、采掘服务等跌幅居前。

消息面

  1. 记者从供应链获悉,华为于今晚举行的2020年春季发布会上,将发布一款充电器新品(单品),功率65W。这款充电器属于GaN(氮化镓)类型,支持双口(Type-C和A)模式,能给手机和平板充电。
  2. 被特斯拉重金收购的Maxwell前高管向财联社记者独家透露,特斯拉或将在4月中举行的特斯拉“电池日”上主推Maxwell 的干电极技术,在降低电池成本的同时提高能量密度和续航里程。该前高管同时表示,作为Maxwell 多年合作伙伴的新宙邦(300037.SZ)延续为特斯拉供货“问题不大”。
  3. 打印机耗材芯片设计企业纳思达近日接受调研时提到,公司芯片模块拟引入国家级战略投资者,相关工作预计在今年上半年完成、争取在4月份落地公告。记者从纳思达内部了解到,是全资子公司艾派克微电子将引入战略投资者。

交易点评

技术上看,股指目前处于短线买入信号中,且已经站稳5、10、20日均线上方,显示有进一步反弹要求。

资金流向

行业板块资金流向方面,资金流入居前的板块是机械、生物制药和电子信息行业,资金流出居前的板块是农林牧渔、金融和医疗器械行业。

沪股通及深股通方面,沪股通资金净流出10.03亿元,当日余额530.03亿元;深股通资金净流出6.84亿元,当日余额526.84亿元。

截至收盘

开盘收盘涨跌幅%成交额(亿元)
沪指2805.922815.37-0.192531.60
深成指9125.2710386.55-0.414208.56
沪深3003776.423780.34-0.471615.77
创业板1960.361964.76-0.261380.65

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