收市小结 (2019-9-3)

By:

Sales Trader, International Business Division

市场概况

周二,今天两市早盘小幅高开,盘中维持窄幅震荡,以国产芯片和5G为首的科技股领涨,上证50权重股则表现低迷拖累市场。午后指数波动小幅加大,军工板块一度反弹,临近尾盘各大指数纷纷翻红,个股总体涨多跌少,成交量未见明显变化。截止收盘,沪指涨0.21%,报收2930点;深成指涨0.67%,报收9633点;创业板指涨0.49%,报收1660点。盘面上看,电子元器件、通信和建材板块涨幅居前,汽车、医药和食品饮料板块跌幅居前。

消息面

  1. 2019年8月份,我国重卡市场预计销售各类车型约7.3万辆,环比今年7月(75783辆)小幅下降4%,比上年同期销量微弱增长1.6%。今年7月和8月传统淡季的市场表现应该说总体较为不错,没有在去年同期低基数的基础上再度下滑。9月份重卡市场预计将出现5%-10%的下滑,而第四季度的重卡行业销量也将呈现下降态势。(第一商用车网)
  2. 工信部电子信息司司长乔跃山表示,未来,在5G、智能网联汽车、人工智能、超高清视频等新兴应用驱动下,全球集成电路产业的市场需求仍将不断增长。对于集成电路产业发展,一是坚持提升创新能力,推动产业高质量发展。二是坚持激发市场活力,推动产业融合发展。三是坚持产业链完善建设,全面提升产业综合竞争力。四是坚持优化营商环境,构建良好产业发展秩序。(上证报)
  3. 美媒称美国司法部对华为展开新的调查,华为回应称,坚信自主研发的产品不侵权,世界上没有任何一家企业可以通过“偷窃”成为全球领先的高科技企业。(央视)

交易点评

在近期政策面不断释放利好的影响下,沪指突破了60日线压力,未来大盘有望震荡上行。

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、电子器件和水泥行业,资金流出居前的板块是生物制药、酿酒和汽车制造行业。

沪股通及深股通方面,沪股通资金净流入12.57亿元,当日余额507.43亿元;深股通资金净流出8.05元,当日余额528.05亿元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2925.94 2930.15 0.21 2250.70
深成指 9125.27 9633.69 0.67 3393.38
沪深300 3852.58 3853.61 0.14 1462.71
创业板 1656.05 1660.43 0.49 1174.66
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