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收市小结 (2020-2-25)

By:

Sales Trader, International Business Division

市场概况

周二,受外围股市大跌影响,沪深两市双双低开,创业板早盘一度跌超4%,午后在汽车、5G、锂电等板块带动下,创业板上演V型反转,再创反弹新高,两市近150只个股涨停,连板个股55个,市场炒作情绪依旧亢奋,从市场炒作路径来看,口罩、车联网、超级电容、5G受到追捧,从量能来看,两市成交额达1.4万亿,连续5日保持在万亿之上。截至收盘,沪指跌0.6%报3013点,深成指涨0.71%报11856点,创业板指涨1.03%报2287点。

消息面

  1. 据21世纪经济报道,北京化工大学教授杨卫民表示,针对疫情特殊状况,基于前期研究试验,具有微纳滤膜清新空气微正压输入与呼出气体在线消毒排放功能的“新风正气”新冠病毒防护面罩研制已经取得初步成功,并有望批量化生产。面罩制造基于材料PVT特性的智能模塑成型技术,3D打印/复印一体化制造技术能够较快实现规模化生产。(21世纪经济报)
  2. 国际数据公司(IDC)最新发布的平板电脑季度跟踪报告显示,2019年第四季度中国平板电脑市场出货量约581万台,在保持连续6个季度增长后开始出现下滑趋势,同比下降3.9%。(财联社)
  3. 国家卫健委发布关于依法科学精准做好新冠肺炎疫情防控工作的通知。通知要求,对疫情特别严重的湖北省继续采取最严格的防控措施,已实施交通管控的武汉市和湖北省其他地市,严控人员输出;未实施交通管控的地市,人员抵达目的地后一律集中隔离14天。(财联社)
  4. 亿联网络发布2019年度业绩快报,报告期内,公司实现营业收入24.93亿元,同比增长37.31%;归属于上市公司股东的净利润12.51亿元,同比增长46.92%。(财联社)
  5. 美亚光电发布业绩快报,2019年总营收为15.05亿,同比增长21.44%;净利润为5.45亿,同比增长21.63%。(财联社)

交易点评

随着午后指数探底回升,抄底逃顶指标全线翻红,而指数又重现站上三线之上,短中期大盘向好态势不变。

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器件、生物制药和汽车制造行业,资金流出居前的板块是交通运输、建筑建材和商业百货行业。

沪股通及深股通方面,沪股通资金净流出19.37亿元,当日余额539.37亿元;深股通资金净流入1.78亿元,当日余额518.22元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2982.07 3013.05 -0.60 5131.29
深成指 9125.27 11856.08 0.71 9021.87
沪深300 4066.30 4123.85 -0.22 3722.14
创业板 2218.33 2287.31 1.03 3202.74
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