收市小结 (2020-2-4)

By:

Sales Trader, International Business Division

市场概况

周二,沪深两市今天低开高走,创业板指放量大涨近5%,逼近昨日跳空缺口,市场情绪明显有所回暖,两市超百股涨停,跌停数量缩窄至百家。从盘面来看,抗病毒概念股小幅分化,特斯拉、口罩、在线教育、云办公均上演涨停潮,科技股也大幅回暖,北方华创、韦尔股份、闻泰科技等科技蓝筹股也大幅走高。截至收盘,沪指涨1.34%报2783点,深成指涨3.17%报10089点,创业板指涨4.84%报1882点。

消息面

  1. 发改委公告,自2020年2月4日24时起,国内汽、柴油价格每吨分别降低420元和405元。全国平均来看:92号汽油每升下调0.33元;95号汽油每升下调0.35元;0号柴油每升下调0.35元。按一般家用汽车油箱50L容量估测,加满一箱92号汽油,将少花16.5元。本次调价是2020年国内成品油调价窗口出现的首次大幅下调。(财联社)
  2. 据澎湃,对于近日网络热议的抗病毒药物瑞德西韦,科技部生物中心副主任孙燕荣回应称,这是一种在国外已经应用于治疗埃博拉病毒感染的药物,目前在国外没有完成全部的临床实验,但在相关科研中已经展现出了较好的效果,“我们期待临床试验中能够取得一个良好的疗效,预计这一批药物会在今天下午抵达国内。”(财联社)
  3. 全国糖酒会组委会公告称,决定将原定于2020年3月26-28日在成都举办的第102届全国糖酒商品交易会延期举办。“当前全国人民正与新型冠状病毒感染的肺炎疫情进行斗争,作为中国食品和酒类行业影响深远的品牌展会,全国糖酒会组委会决定延期办展,以切实的举措落实防控措施,确保大家的生命安全和身体健康,希望大家给予充分理解和支持”。组委会称,将密切关注疫情发展,与相关部门保持紧密沟通,妥善安排展会事宜,具体举办日期及调整方案将另行通知。(财联社)
  4. 据环球时报援引香港无线新闻消息,澳门特区行政长官贺一诚表示,为防止疫情扩散,澳门决定暂停博彩业及相关娱乐行业半个月。(环球时报)
  5. 据市调机构IDC发布报告显示,2019年全年,三星、华为、苹果、小米、OPPO智能手机出货量排名前五位,出货量分别为2.96亿部、2.41亿部、1.91亿部、1.26亿部、1.14亿部。前三位的市场份额分别为21.6%、17.6%、13.9%。(财联社)

交易点评

今日市场个股分化较大,对反扑的持续性需要谨慎看待。

资金流向

行业板块资金流向方面,资金流入居前的板块是生物制药、电子器件和电子信息行业,资金流出居前的板块是酿酒、化工和房地产电子信息、电子器件和机械行业。

沪股通及深股通方面,沪股通资金净流入13.32亿元,当日余506.68亿元;深股通资金净流入66.56亿元,当日余额453.44元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2685.27 2784.38 1.38 3703.41
深成指 9125.27 10089.67 3.17 5360.37
沪深300 3652.00 3785.94 2.65 2953.47
创业板 1786.16 1882.69 4.84 1794.47
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