收市小结 (2019-9-2)

By:

Sales Trader, International Business Division

市场概况

周一,今天三大股指早盘集体高开,随后一路震荡走高,盘面上以军工为主线的题材集体爆发,个股掀起涨停潮。午后券商和科技等权重板块接力上涨,指数维持高位震荡,两市仅200多家个股下跌,成交量未见明显变化。从板块指数方面看,军工、软件和文化传媒等板块涨幅居前,无一板块飘绿。截止收盘,沪指涨1.31%,报收2924点;深成指涨2.18%,报收9569点;创业板指涨2.57%,报收1652点。盘面上看,国防军工、计算机和传媒板块涨幅居前。

消息面

  1. 国务院办公厅关于印发体育强国建设纲要的通知。全面推动足球、篮球、排球运动的普及和提高。积极探索中国特色“三大球”发展道路,构建政府主导、部门协同、社会力量积极参与的“三大球”训练、竞赛和后备人才培养体系。加强国际交流与合作,强化科技助力,提高“三大球”训练、竞赛的科学化水平。挖掘“三大球”项目文化,提高大众的认知度和参与度。支持体育用品研发设计、生产制造和示范应用,引导企业加大自主研发和科技成果转化力度,开发科技含量高、拥有自主知识产权的产品,支持可穿戴运动设备和智能运动装备的研发与制造,显著提升体育用品供给能力。(财联社)
  2. 中国物流与采购联合会今日发布的8月份中国物流业景气指数为50.9%,较上月回落0.2个百分点;中国仓储指数为54.3%,较上月回升4.5个百分点。从区域上看,东部地区受气候等多种因素影响回落幅度较大,但仍位于扩张区间;中西部地区略有回升。从品种上看,受暑期消费带动,与民生相关的食品、服装、家电、日用品等继续保持升势。(财联社)
  3. 近期,网络传播所谓“非洲猪瘟中试苗、自家苗,甚至走私苗”已在国内部分地区养殖场户投入使用。农业农村部畜牧兽医局负责人对此表示,截至目前,包括中国在内的全世界各国还没有一个批准上市销售使用的非洲猪瘟疫苗。自我国非洲猪瘟疫情发生以来,农业农村部始终积极支持、鼓励所有合法合规的科研机构和企业开展非洲猪瘟防控技术研究工作。(财联社)

交易点评

整体来看,周一市场在周末利好消息的刺激下,持续走高,并相继完成了对2900点和60日均线的突破,短期来看,市场再一次进入反弹通道。

资金流向

行业板块资金流向方面,资金流出居前的板块为电子信息、电子器件和机械行业,资金流出居前的板块是酿酒和摩托车行业。

沪股通及深股通方面,沪股通资金净流入32.52亿元,当日余额487.48亿元;深股通资金净流入26.31元,当日余额493.69亿元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2886.94 2924.01 1.31 2259.17
深成指 9125.27 9569.47 2.18 3272.23
沪深300 3803.69 3848.15 1.28 1649.69
创业板 1614.03 1652.29 2.57 1128.11
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