收市小结 (2019-9-17)

By:

Sales Trader, International Business Division

市场概况

周二,早盘沪深两市全线低开,随后各大指数一路震荡走低,盘面上以5G和国产芯片为首的科技股集体回调,市场人气低迷,个股整体普跌。午后大金融股持续回落,仅油气板块小幅反弹,而成交量未见明显变化。从板块指数方面看,仅天然气板块逆市飘红。截止收盘,沪指跌1.74%,报收2978点,失守3000点关口;深成指跌1.97%,报收9722点;创业板指跌2.12%,报收1677点。

消息面

  1. 记者获悉,沈阳国资国企综合改革试验动员会目前正在筹备当中,而沈阳国资国企改革的相关实施方案将在动员会议召开后发布。改革具体将在推进混合所有制改革、完善法人治理结构和市场化经营机制、提升国企核心竞争力、解决历史遗留问题等方面实现较大突破。下一步,沈阳国资国企改革的重点工作主要包括推进股权多元化和混改、深化国企体制机制改革、推进国企转型创新发展、改革国有资本授权经营体制等方面。(证券时报)
  2. 今日有媒体援引知情人士透露称,即将发布的华为Mate 30系列将不再采用京东方OLED面板。对此,京东方A董秘办人士向记者表示,“这些报道有点夸张”,Mate 30系列产品目前还未正式发布,我们没有办法替客户发表任何有关产品的信息,以华为口径为准,但是,P30pro以及Mate20系列相关面板都是由京东方提供的,华为是公司特别大的客户,跟华为合作一直很顺利。(财联社)
  3. 17日华东、华南、华北丁酮价格全线上涨,从9300-9400元/吨涨至9500-9600元/吨。具体厂家来看,宁波金发报价从9350元/吨涨至9650元/吨,吨价上涨300元;东明梨树报价从9600元/吨涨至9800元/吨,吨价涨200元。自9月初以来,丁酮价格就掀起一轮大涨。生意社数据显示,9月16日丁酮参考价为9133.33元/吨,与9月1日的6733.33元/吨相比,上涨35.64%。(上证报)

交易点评

8月经济数据不佳,而央行今日MLF操作时并未下调利率,引起市场谨慎情绪,此外,大盘前段时间连续上涨,存在调整需求。

资金流向

行业板块资金流向方面资金流出居前的板块是电子器件、电子信息和生物制药行业。

沪股通及深股通方面,沪股通资金净流出3.33亿元,当日余额523.33亿元;深股通资金净流入4.23,当日余额515.77亿元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 3023.71 2978.12 -1.74 2377.39
深成指 9125.27 9722.80 -1.97 3482.00
沪深300 3947.16 3891.22 -1.68 1548.99
创业板 1710.77 1677.99 -2.12 1232.43
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