收市小结(2020-07-07,星期二)

By:

Sales Trader, International Business Division

市场概况

创业板指一路上行,午后震荡,临近尾盘走弱,市场情绪较昨日有所回落,两市成交额继续新高,逾1.7万亿。板块上,最强主线大金融板块大幅分化,低位周期板块均有所走弱,科技股再起,消费电子、新能源汽车、半导体板块盘中大幅走强,尾盘半导体板块跳水,题材开始活跃,免税概念依旧强势,电子烟板块爆发,抖音概念拉升,整体看,权重板块休整,资金从低估值板块流入科技股,题材有所活跃。前期高位人气股开始活跃,凯撒文化、省广集团等涨停。盘面上,烟草、无线耳机、免税等板块涨幅居前,证券、保险、煤炭等板块跌幅居前。截至收盘,沪指涨0.37%,报收3345点;深成指涨1.72%,报收13163点;创业板指涨2.44%,报收2591点。

消息面

  1. 记者从知情人士处获悉,中国恒大计划集中出售旗下部分商业物业。对此,接近恒大方面人士对财联社记者表示,这属于正常的出售行为,此次集中推出,是希望通过专业团队去推荐销售。另据中国恒大多位员工于社交媒体发布的消息,此次恒大计划出售的项目为全国范围内1000平方米以上的写字楼、酒店、商业等物业。
  2. 对于“泰禾将引入万科做战略投资者”的传闻,接近泰禾集团的知情人士对记者表示,目前引入战投的谈判进展顺利,原本以为能赶在7月5日之前签框架,但是协议签订的流程比较复杂,在没签协议前仍存在不确定性。万科方面则回应记者称,目前未收到相关消息。
  3. 梦百合和阿里巴巴1688签署了年度合作协议,未来,梦百合将和阿里巴巴 1688 展开深度合作,为广大用户提供优质产品。此次和阿里巴巴合作,有利于促进梦百合数字化和智能化转型,通过阿里大数据,梦百合将更深入地洞察市场状况,从市场和买家需求入手,推动产品创新和研发,扩大梦百合产品的市场占有率和品牌影响力。
  4. 7月6日,QFII/RQFII/深股通合计持有美的集团股份数占公司总股本比例已经突破28%,达28.01%。根据港交所信息,目前美的集团已经被深股通暂停买入。

三星电子7日发布业绩数据,初步核实公司第二季度营业利润同比增22.73%,环比增加25.58%,为8.1万亿韩元(约合人民币477亿元)。同期,销售额同比减少7.36%,环比减少6.02%,为52万亿韩元。疫情下在家办公、上网课、开视频会议、游戏等“非接触”需求拉动服务器和电脑制造商对半导体的需求增加。在半导体需求的稳步支撑下,三星等韩国DRAM的平均合同价格连升5个月,为业绩改善发挥了积极作用。

交易点评

整体来看,指数短期连续上冲后存在震荡整理走势,随着短期均线的上行将对指数构成支撑,市场在短期震荡后有望延续升势。

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、生物制药和商业百货行业,资金流出居前的板块是建筑建材、房地产和水泥行业。 沪股通及深股通方面,沪股通资金净流入76.39亿元,当日余额443.61元;深股通资金净流入42.49亿元,当日余额477.51亿元。

截止收盘

开盘收盘涨跌幅%成交额(亿元)
上证指数3380.953345.340.377936.38
深证成指13084.6513163.981.729461.69
沪深3004739.614698.130.606352.55
创业板2548.412591.262.442950.02
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