收市小结 (2019-12-10)

By:

Sales Trader, International Business Division

市场概况

周二,沪深两市全天震荡走高,沪指7连阳,创业板指逼近年内高点,科技股持续受到追捧,联创电子、通富微电、晶方科技、三安光电等个股均封涨停,此外科创板个股也全线爆发,涨幅逾10%的个股超7只,华兴源创两连板,总体来看,市场炒作情绪比较亢奋。截至收盘,沪指涨0.1%,报收2917点;深成指涨0.4%,报收9915点;创业板指涨0.75%,报收1734点。

消息面

  1. 据台媒12月10日报道,数据显示,台积电今年11月营收为新台币1078.84亿元(约合人民币249亿元),较前一月增加了1.7%,较去年同期增加了9.7%,同比增速较10月加快。2019年前11月累计营收约为新台币9,666亿7,200万元,较去年同期增加2.7%。此外,为满足强劲需求,台积电今年资本支出达140亿至150亿美元,明年也将维持与今年相当的高资本支出。(财联社)
  2. 中汽协:中国11月乘用车销量同比下降5.4%。中国11月新能源汽车销量同比下降43.7%。(财联社)
  3. 近日,中国化学工程承建的世界单套产能最大的多晶硅项目——新疆东方希望新能源有限公司年产12万吨多晶硅项目(一期3万吨)冷氢化、精馏装置经过全面调试、联运,于1日顺利产出合格的三氯氢硅产品,其中,冷氢化装置三氯氢硅转化率超过20%,精馏装置精馏提纯后的三氯氢硅纯度达到99.9999%,标志着新疆东方希望年产12万吨多晶硅项目(一期3万吨)实现全流程贯通,项目投料试车一次成功,进入全面投产运营阶段。(财联社)
  4. 小米集团Redmi于10日发布首款5G手机,起售价将至1999元,首度将5G手机价格降至2000元以内。(财联社)
  5. 12月10日,针对视觉中国网站(域名vcg.com)和IC photo网站(域名dfic.cn)违规从事互联网新闻信息服务、违规与境外企业开展涉及互联网新闻信息服务业务的合作等问题,国家网信办指导天津网信办会同江苏网信办、北京网信办约谈视觉中国网站负责人,指导上海网信办约谈IC photo网站负责人,责令两家网站立即停止违法违规行为,全面彻底整改。两家网站负责人表示,将不折不扣落实管理要求,以严肃认真的态度进行自查整改,即日起网站暂停服务。(财联社)

交易点评

周二市场低开高走,成交量继续放大,但是目前指数仍处在压力位,后续震荡上行的概率较大。

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、电子信息和医疗器械行业,资金流出居前的板块是农林牧渔、生物制药和煤炭行业。

沪股通及深股通方面,沪股通资金净流入24.40亿元,当日余额495.60亿元;深股通资金净流入18.14亿元,当日余额501.86元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2908.94 2917.32 0.10 1806.17
深成指 9125.27 9915.87 0.40 2859.80
沪深300 3886.44 3900.38 0.13 1211.18
创业板 1715.71 1734.02 0.75 1037.03
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