收市小结 (2020-2-6)

By:

Sales Trader, International Business Division

市场概况

周四,A股三大股指今日集体走高,创业板指放量大涨3%,突破节前高点,市场情绪高涨,两市涨停个股逾200只,口罩、远程办公、在线教育、医药等多个板块持续走强。截至收盘,沪指涨1.72%报2866点,深成指涨2.87%报10601点,创业板指涨3.74%报2012点。

消息面

  1. 中国物流与采购联合会今天(6日)公布了1月份全球制造业采购经理指数。数据变化显示,全球制造业有所回升,但下行压力仍然较大。1月份全球制造业采购经理指数为50%,较上月回升1.4个百分点,升幅明显。分区域看,美国和欧洲制造业低位反弹,共同拉动了全球制造业的回升;亚洲制造业保持温和趋升的走势;非洲制造业增速有所回落,但仍保持较快发展。(财联社)
  2. 上海市人民政府今日发布《致全市各企业书》。上海市人民政府希望各企业尽量安排员工错峰返沪,统筹调度、科学制定复工复产计划,灵活安排员工分批返岗,在做好疫情防控工作的前提下,有序组织复工复产; 鼓励结合各自实际采取弹性工时、远程办公、居家办公等措施。(财联社)
  3. 受新冠病毒影响,原本有意欲在港上市的公司相继押后上市计划,国内人脸识别公司旷视科技原本想在本月初招股,但因疫情所累暂缓上市申请,还有在美上市的中概股欲效仿阿里回流香港上市的公司如京东、百度,本有意于今年首季回港上市,但因疫情仍然在不明朗阶段,故可能会押后回流计划。(证券时报)

交易点评

技术上连续反抽,随着上证指数来到2850点附近压力位,接下来如果量能续力不上,不排除冲高回落。

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信息、生物制药和电子器件行业,资金流出居前的板块是钢铁、电力和水泥行业。

沪股通及深股通方面,沪股通资金净流入75.29亿元,当日余444.71亿元;深股通资金净流入60.57亿元,当日余额459.43元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2826.89 2866.51 1.72 3585.83
深成指 9125.27 10601.34 2.87 5548.56
沪深300 3841.75 3899.78 1.86 2628.20
创业板 1934.98 2012.25 3.74 1991.65
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