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收市小结 (2020-2-19)

By:

Sales Trader, International Business Division

市场概况

周三,今日板块大幅分化,个股跌多涨少,前期强势题材分化明显,跌停板个股开始增多,炸板率开始走高,养殖、白酒、食品饮料、黄金等防守板块受到追捧,总体来看,市场炒作情绪降温,赚钱效应有所回落,从成交量来看,两市成交额破万亿。截至收盘,沪指跌0.32%报2975点,深成指跌0.63%报11235点,创业板指跌1.45%报2193点。

消息面

  1. 据第一财经,近期特斯拉概念股走势强势。其中,宁德时代一直被认为是最大的特斯拉受益股,股价涨幅惊人。今日,宁德时代证券办表示,目前和特斯拉的合作仅停留在意向性协议阶段,具体细节均未定。(第一财经)
  2. 继18日多数石油焦调涨150-200元/吨后,今日亚通石化、中石油大港石化、吉林石化、锦州石化、盘锦宝来石化、中海外能源、中石油锦西石化、乌鲁木齐石化的石油焦价格再次调涨,其中中海外能源3#石油焦报价上调150元至1590元/吨。据星矿数据统计发现,石油焦商品指数18日上调7.7%,20天上升16.33%。(财联社)

国家卫健委印发新型冠状病毒肺炎诊疗方案(试行第六版)。第六版方案增加“康复者血浆治疗”,建议适用于病情进展较快、重型和危重型患者。用法用量参考《新冠肺炎康复者恢复期血浆临床治疗方案(试行第一版)》。将对有高炎症反应的危重患者,“有条件可以考虑使用体外血液净化技术。”修改为“有条件的可考虑使用血浆置换、吸附、灌流、血液/血浆滤过等体外血液净化技术。”(财联社)

交易点评

整体来看,市场热点轮动频繁,短期看仍是震荡行情。

资金流向

行业板块资金流向方面,资金流入居前的板块是房地产、化工和酿酒行业,资金流出居前的板块是电子信息、生物制药和电子器件行业。

沪股通及深股通方面,沪股通资金净流入34.30亿元,当日余485.70亿元;深股通资金净流入29.94亿元,当日余额490.06元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2979.52 2975.40 -0.32 3813.31
深成指 9125.27 11235.60 -0.63 6574.84
沪深300 4049.59 4051.31 -0.15 2575.55
创业板 2168.85 2139.44 -1.45 2393.15
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