收市小结 (2019-12-9)

By:

Sales Trader, International Business Division

市场概况

周一,沪指全天横盘震荡,个股涨跌互半,板块轮动活跃,水泥、钢铁等周期股表现活跃,四川金顶强势封涨停,无线耳机概念股大幅分化,漫步者4连板,芯片股冲高回落,市场有高低位切换的迹象,医药股全天表现低迷,总体来看,市场情绪仍比较活跃。截至收盘,沪指涨0.08%,报收2914点;深成指跌0.02%,报收9876点;创业板指跌0.33%,报收1721点。

消息面

  1. 商务部部长助理任鸿斌表示,商务部牵头在内地与香港、澳门经贸合作委员会框架下,成立了粤港澳大湾区建设经贸专责小组,就粤港澳大湾区的要素高效便捷流动、促进粤港澳三地贸易投资自由化便利化等进行了深入研究,提出了《关于商务领域支持粤港澳大湾区建设若干政策措施的意见》,将CEPA扩大开放的优惠措施在粤港澳大湾区率先先行先试,推动大湾区全面实现服务贸易自由化。支持广东自贸试验区率先探索与港澳经贸规则对接,带动提升粤港澳大湾区制度型开放,支持香港、澳门参与大湾区珠三角九个城市市场体系建设和消费升级。(财联社)
  2. 银保监会于近日向人身险公司下发两全保险产品相关通知要求,保险公司销售两全保险产品,应当以5年期及以上业务为主。因流动性管理或者资产负债匹配管理需要,保险公司可以开发设计保险期间为5年期以下的两全保险产品,但不得短于3年。银保监会要求,保险公司销售5年期以下两全保险产品,应保持综合偿付能力充足率不低于120%。综合偿付能力充足率低于120%时,保险公司应立即停止销售5年期以下两全保险产品。(证券时报)
  3. 据乘联会数据,中国11月份狭义乘用车零售销量194万辆,同比减少4.1%, 连续第5个月下跌。(财联社)

交易点评

沪指近期维持震荡走高态势,大盘走出六连阳行情。30日均线位置压力较大,静待沪指放量突破上涨

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、钢铁和房地产行业,资金流出居前的板块是生物制药、机械和金融行业。

沪股通及深股通方面,沪股通资金净流入31.15亿元,当日余额488.85亿元;深股通资金净流入15.79亿元,当日余额504.21元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2914.46 2914.48 0.08 1745.46
深成指 9125.27 9876.27 -0.02 2862.97
沪深300 3909.53 3895.45 -0.18 1308.73
创业板 1733.48 1721.07 -0.33 995.45
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