收市小结(2020-07-09,星期四)

By:

Sales Trader, International Business Division

市场概况

创业板指在蓝筹补涨后加速上行,午后高位震荡,两市成交量逾1.7万亿,近200股涨停,市场情绪持续高涨。市场主线证券板块全天大幅震荡,免税概念有所分化,新零售个股受预期补涨,资金轮动半导体、信创、军工、医药、次新、黄金、周期等板块,市场板块加速轮动,整体看,主线板块加剧震荡,市场资金在各板块不断轮转,承接力表现强劲。盘面上,板块全线收红,光刻胶、黄金、中船系等板块涨幅居前。截至收盘,沪指涨1.39%,报收3450点;深成指涨2.60%,报收13754点;创业板指涨3.98%,报收2757点。

消息面

  1. 商务部表示,按照国务院“放管服”改革要求,商务部于12月印发了《关于做好石油成品油流通管理“放管服”改革工作的通知》,指导地方做好审批取消和下放的政策衔接,明确地市级人民政府负责本地区成品油零售经营资格审批,并指出将适时废止原油和成品油市场管理办法。今年以来,为加快完善新的石油流通管理体制,我们会同多部门起草了《关于促进石油成品油流通高质量发展的意见》,在公开征求社会各界意见建议的基础上,进行了修改完善,目前正在履行相关程序,将于近期出台。
  2. 恒生指数有限公司董事兼研究及分析主管黄伟雄于网上研讨会表示,8月恒指成份股检讨方面,他指出,平常的成份股选股需要有2年上市要求,以及市值够大,而阿里巴巴、美团点评及小米集团三间同权不同权或第二上市公司因市值庞大,即使可能未满足上市时间要求,8月都可纳入成份股选股范围。
  3. 2020世界人工智能大会云端峰会开幕式正在举行。马化腾通过云端表示,腾讯华东总部将进一步扎根上海,成为上海人工智能高地的建设者之一。腾讯将加快新基建投入,与上海一起在危机中遇新机,于变局中开新局,为上海、乃至长三角一体化发展注入新动能。
  4. 华测检测公告,预计上半年净利润为1.84–1.94亿元,比上年同期增长15%–21%。
  5. 坚朗五金公告,公司预计上半年净利润为1.94亿—2.4亿元,同比增长60.78%-99.32%。

环旭电子公告,公司2020年6月合并营业收入为人民币32亿元,较去年同期的合并营业收入增加31.97%,较5月合并营业收入环比增加2.65%。

交易点评

市场量能持续放大,各均线呈多头排列,做多氛围热烈但仍需关注5日均线对指数的支撑。

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金融、交通运输和建筑建材行业。 沪股通及深股通方面,沪股通资金净流入45.19亿元,当日余额474.81元;深股通资金净流入60.09亿元,当日余额459.91亿元。

截止收盘

开盘收盘涨跌幅%成交额(亿元)
上证指数3403.483450.591.397514.07
深证成指13399.4713754.742.609747.80
沪深3004770.084840.771.405567.19
创业板2649.452757.653.993210.84
Disclosure: Interactive Brokers

Information posted on IBKR Traders’ Insight that is provided by third-parties and not by Interactive Brokers does NOT constitute a recommendation by Interactive Brokers that you should contract for the services of that third party. Third-party participants who contribute to IBKR Traders’ Insight are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.

This material is from Guosen Securities Co., Ltd and is being posted with permission from Guosen Securities Co., Ltd. The views expressed in this material are solely those of the author and/or Guosen Securities Co., Ltd and IBKR is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation to buy, sell or hold such security. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

In accordance with EU regulation: The statements in this document shall not be considered as an objective or independent explanation of the matters. Please note that this document (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research, and (b) is not subject to any prohibition on dealing ahead of the dissemination or publication of investment research.

Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations.

Disclosure: Chinese Translation

这篇文章已被翻译成中文。如英文版本和中文版本之间有任何不一致,以英文版本为准。该文章中的分析仅为提供信息,不是也不应该被视为推销或招揽购买任何证券。文章中讨论的一般市场活动、行业或领域趋势、或其它基于广泛的经济或政治条件的内容,不应被解释为研究结果或投资建议。讨论中提及包括的特定证券、商品、货币、或其它产品均不构成IB推荐购买,出售或持有此类投资的建议。本材料不是也不意图针对个别客户的特定财务条件、投资目标或要求。在根据本材料采取行动之前,您应该考虑是否适合您的具体情况,并在必要时寻求专业建议。

盈透交易员睿智中提供的内容(包括文章和评论)仅作为资讯用途。发布的内容并不代表盈透证券建议您或您的客户联系独立顾问或对冲基金以期获取其服务或投资其产品,也不代表建议您联系在盈透交易员睿智发布文章或向顾问、对冲基金投资的相关人士。在盈透交易员睿智中发布文章的顾问、对冲基金或其他分析师均独立于盈透证券,盈透证券不会对这些顾问、对冲基金或其他人士的过往或将来表现,或其提供的信息之准确性做出任何声明或担保。盈透证券不会进行“适宜性评估”来确保顾问、对冲基金或其他参与方的交易适合于您。

发布内容中提及的证券或其他金融产品并非适合所有投资者。发布的内容并未从您的投资目标、财务状况或需求出发,并不旨在向您推荐任何证券、金融产品或策略。过往业绩并不代表将来表现,如有需要,请咨询相关人士获取专业的建议。

盈透或其分支机构的雇员所发布的任何信息均基于公认的真实可信的信息。然而,盈透或其分支机构无法保证信息的完整性、准确性和适当性。盈透不对任何金融产品其过去或将来的表现作出任何声明或担保。交易员睿智中发布的文章并不代表盈透认为任何特定金融产品或交易策略适合您。