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收市小结 (2020-3-18)

By:

Sales Trader, International Business Division

市场概况

周三,在美股大涨刺激下,A股高开高走,创业板领涨;午后金融股跳水,股指回落。盘面上,水泥建材、农牧饲渔、农药兽药、黄金、医药、电子元件、工程建设、电子信息、软件服务等行业早盘领涨,午后大幅跳水;券商、银行、酿酒、通讯、房地产杀跌。题材股方面,生物疫苗、光刻胶、鸡肉概念、猪肉概念等表现强势,土地流转、大飞机、互联金融等大幅杀跌。

消息面

  1. 今日有传闻称紫光存储上海公司即将解散,且未来紫光存储业务重点转移到DRAM,记者从紫光存储获悉,为实现紫光集团整体存储战略,优化产品组合,为客户提供更好的技术服务,紫光存储对相关业务进行了重新聚焦:压缩了NAND部分产品线,未来随着长江存储3D NAND稳步量产,相关业务将逐步转移到长江存储;同时,增强了DRAM部分产品线。(财联社)
  2. 中国铁塔披露2019年业绩公告,2019年全年营运收入764.3亿元,同比增长6.4%,市场预估766.8亿元;全年净利润52.2亿元,同比增长97.1%,市场预估51亿元;每股末期股息0.0146元。(财联社)
  3. 星源材质公告,与Northvolt AB拟建立动力锂电池隔膜战略合作伙伴关系,星源材质拟在欧洲建设锂离子电池隔膜工厂配套Northvolt锂离子电池生产,开拓欧洲市场。瑞特股份公告,受新冠病毒疫情影响,因公司年报审计机构位于湖北武汉,复工时间有所延迟,尚有部分审计程序仍在进行中,公司决定将2019年年报披露时间变更为4月28日。(财联社)

交易点评

从盘面看题材轮番表现,并没有清晰的主线,市场炸板率高达58%,资金开始出现谨慎情绪。

资金流向

行业板块资金流向方面,资金流入居前的板块是农林牧渔、煤炭和家电行业,资金流出居前的板块是电子信息、金融和房地产行业。

沪股通及深股通方面,沪股通资金净流出36.92亿元,当日余额556.92亿元;深股通资金净流出27.05亿元,当日余额547.05亿元。

截至收盘

开盘 收盘 涨跌幅% 成交额(亿元)
沪指 2792.32 2728.76 -1.83 3186.11
深成指 9125.27 10029.57 -1.70 5183.74
沪深300 3729.69 3636.26 -1.98 2441.27
创业板 1941.30 1887.04 -1.60 1752.03
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