收市小结 (2019-11-1)

By:

Sales Trader, International Business Division

市场概况

周五,今日沪深两市股指双双小幅低开,稍稍走低下探后,开始进入反弹状态,不断走高,午后在相对高位维持震荡走势。作为蓝筹股的银行、家电是今天指数上行的主要力量,热点强势板块则相对缺乏。沪指上涨0.99%,报收2958点;深成指上涨1.73%,报收9802点;创业板指上涨0.94%,报收1687点。从盘面上看,智能音箱、家电、光刻胶、汽车等板块涨幅居前;两市仅养殖业、农业服务、动物疫苗等几个板块下跌。

消息面

  1. 日前,河北省以省政府令的形式发布《中国(河北)自由贸易试验区管理办法》。《办法》适用于经国务院批准设立的中国(河北)自由贸易试验区,自贸试验区涵盖雄安片区、正定片区、曹妃甸片区和大兴机场片区。《办法》共计五十六条,包括总则、管理体制、投资改革、贸易便利、金融创新、产业开放、协同发展、风险防范、营商环境、附则等十个方面。(河北新闻网)
  2. 天猫公布的数据显示,截至10月31日,已有64个品牌进入亿元俱乐部。与去年同期相比,预售阶段成交过亿的品牌数量翻番。此外,在消费电子领域,海尔、美的、苹果、华为、小米、戴森、西门子、小天鹅、飞利浦、科沃斯、荣耀、格力、海信、松下等14个品牌迈入“亿元俱乐部”,其中,iPhone11单品成交破亿。(36氪)
  3. 接近证监会的消息人士透露,对于上市公司股东超额换购公募ETF大额减持,以至于净值大幅跑输基准的情况,已经出台了相关窗口指导,具体要求是:成立时股东所换购的比例不能超过上市公司在该ETF所跟踪指数的权重,同时换购股东要遵守证监会对于减持的相应规定。(腾讯新闻)
  4. 今日,IMT-2020(5G)推进组5G试验工作组组长徐菲在5G创新发展高峰论坛上表示,截至今年10月,华为完成了5G毫米波关键技术测试的功能、射频和外场性能,华为海思芯片进行了5G毫米波关键技术的室内功能测试。(经济观察网)

交易点评

短期市场从形态上已经具备了反弹的前提条件,由于成交量未能配合及上方压力较大,反弹可能会遇到阻力。

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、电子信息和家电行业,资金流出居前的板块是农林牧渔、传媒和煤炭行业。

沪股通及深股通方面,沪股通资金净流入38.12亿元,当日余额481.88亿元;深股通资金净流入48.90亿元,当日余额471.10元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2924.34 2958.20 0.99 1756.31
深成指 9125.27 9802.33 1.73 2592.47
沪深300 3883.81 3952.39 1.69 1514.71
创业板 1667.86 1687.00 0.94 844.00
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