收市小结 (2019-12-12)

By:

Sales Trader, International Business Division

市场概况

周四,沪指今日震荡走弱,止步8连阳,个股呈现普跌态势,高位股出现亏钱效应,钢研纳克跌停,当代东方跌超9%,万通智控、长城动漫均重挫,半导体、芯片仍是场内资金做多主要方向,胎压监测、知识产权、工程机械等板块领跌,截至收盘,沪指跌0.3%,报收2915点;深成指跌0.17%,报收9836点;创业板指涨0.16%,报收1720点。

消息面

  1. PCB公司建滔表示,鉴于覆铜板原料长期维持高位,工厂生产成本居高不下,为维持公司合理利润空间,故公司将从12月11日接单起,对所有材料销售价格调整如下:FR-4(40*48)涨10元/张;CEM-1/22F(40*48)涨5元/张;PP(150米)涨100元/卷。(PCB信息网)
  2. 发改委发布关于改善节假日旅游出行环境促进旅游消费的实施意见,要求加大投入力度,着力增加旅游产品供给,加大力度落实职工带薪休假制度,推动错峰出行。(财联社)
  3. 发改委等7部委印发关于促进“互联网+社会服务”发展的意见。意见指出,鼓励发展互联网医院、数字图书馆、数字文化馆、虚拟博物馆、虚拟体育场馆、慕课(MOOC,大规模在线开放课程)等,推动社会服务领域优质资源放大利用、共享复用。鼓励开展同步课堂、远程手术指导、沉浸式运动、数字艺术、演艺直播、赛事直播、高清视频通讯社交等智能化交互式创新应用示范,引领带动数字创意、智慧医疗、智慧旅游、智慧文化、智能体育、智慧养老等新产业新业态发展。(财联社)
  4. 三花智控公告,公司全资子公司三花汽零于近期收到德国宝马的通知,三花汽零被确定为德国宝马汽车两大主流平台CLAR/FAAR-WE的供货商,其中ETXV项目为全球独家供货,Chiller+EXV项目为中国独家供货,生命周期内销售额合计约6亿元人民币,相关车型预计于2022年量产。(财联社)

交易点评

沪指日线技术图形为光头中阴线,半年线压力压制明显,量能有所萎缩。整体上属于八连阳后技术性回踩,短期没有新的调整迹象。

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、电子器件和塑料制品行业,资金流出居前的板块是金融、酿酒和水泥行业。

沪股通及深股通方面,沪股通资金净流入45.69亿元,当日余474.31亿元;深股通资金净流入33.15亿元,当日余额486.85元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2926.34 2915.70 -0.30 1660.44
深成指 9125.27 9836.23 -0.17 2828.13
沪深300 3908.45 3891.02 -0.30 1178.74
创业板 1720.42 1720.99 0.16 1048.56
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