收市小结 (2019-11-27)

By:

Sales Trader, International Business Division

市场概况

周三,沪深两市全天窄幅震荡,个股仍是普跌格局,但市场情绪有所好转,科技股表现活跃,闻泰科技、通富微电、晶方科技等多只个股封涨停,养鸡、煤炭、白色家电等板块领跌,总体来看,整体量能仍显不足,赚钱效应不强。截至收盘,沪指跌0.13%,报收2903点;深成指跌0.3%,报收9648点;创业板指跌0.28%,报收1674点。

消息面

  1. 据集微网消息,近期由于日韩半导体之争以及手机、非手机市场需求大规模爆发两方面的主因,导致全球晶圆产能收紧。这一现象反映在芯片市场,多类芯片都在同一时期出现供不应求的情况。在CMOS图像传感器(CIS)市场,以2M/5M/VGA为主的低像素CIS严重缺货,同时中高像素的产能也越发紧张。这一背景下,CIS芯片价格大幅上涨的现象进一步引起业界的讨论和关注;其中,以缺口最大的5M及以下低像素产品尤为明显。(财联社)
  2. 近日,在工信部网络安全管理局指导下,IMT-2020(5G)推进组安全工作组在北京召开启动大会。会议进行了5G安全关键技术及产业发展研讨。与会专家一致认为安全工作组应开展以下工作:一是5G安全关键技术及检测评估方法研究,推进国际、国内标准化;二是5G设备安全相关测试,提升5G设备安全性和可靠性;三是加强交流与合作,增进5G安全国际共识;四是推进5G行业应用安全相关研究等。(证券时报)
  3. 世界钢铁协会发布的2019年10月全球粗钢产量报告显示,10月全球64个纳入世界钢铁协会统计国家的粗钢产量为1.515亿吨,同比下降2.8%。(第一财经)
  4. 近日,中兴通讯联合中国电信在深圳完成了业界首个基于2.1GHz和3.5GHz频谱的5G时频双聚合方案验证,该方案基于中国电信主导的上行增强技术,通过时域和频域深度融合的方式,充分释放频谱潜力,构建覆盖和性能优异的5G网络。(财联社)
  5. 据农业农村部监测,27日“农产品批发价格200指数”为116.24,比昨天上升0.02个点,“菜篮子”产品批发价格200指数为118.38,比昨天上升0.03个点。截至今日14:00时,全国农产品批发市场猪肉平均价格为42.47元/公斤,比昨天下降0.4%;牛肉70.36元/公斤,比昨天下降0.1%;羊肉68.06元/公斤,比昨天下降1.0%。(财联社)
  6. 在2019全球数据基础设施论坛期间,华为发布了面向垂直行业的智能边缘数据IT基础设施解决方案族,包含智能煤矿应急、智能交通自由流、智能加油和智能粮库四大场景的边缘IT基础设施解决方案,支撑多种边缘业务实时决策。华为后续将陆续推出面向各个垂直行业的智能边缘数据IT基础设施解决方案,帮助企业全面进入智能时代。(财联社)

交易点评

整体上来看,大盘弱势震荡调整后,沪指在2900点附近出现明显支撑,下跌动能减弱,市场逐渐回暖。

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器件、电子信息和房地产行业,资金流出居前的板块是生物制药、家电和煤炭行业。

沪股通及深股通方面,沪股通资金净流入12.59亿元,当日余额507.41亿元;深股通资金净流入25.59亿元,当日余额494.41元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2905.40 2903.19 -0.13 1374.50
深成指 9125.27 9648.39 -0.30 2181.02
沪深300 3883.43 3875.62 -0.41 1072.39
创业板 1671.15 1674.39 -0.28 747.07
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