收市小结(2020-07-10,星期五)

By:

Sales Trader, International Business Division

市场概况

沪指受权重影响全天弱势,创业板指持续震荡,大小指数分化严重,市场赚钱效应有所减弱,两市成交量小幅收缩,但仍有逾百股涨停。板块上,大金融板块调整,保险、银行板块大幅走弱,券商、免税等板块内部高低位切换,半导体板块大幅震荡,封测、光刻胶两个细分领域表现强势,资金轮动深圳、白酒、病毒防治、水利等板块,整体看,市场仍围绕券商、免税、半导体三大主线,资金承接有力,市场良性调整。盘面上,免税、深圳、医疗器械等板块涨幅居前,银行、煤炭、钢铁等板块跌幅居前。截至收盘,沪指跌1.95%,报收3383点;深成指跌0.61%,报收13671点;创业板指涨0.75%,报收2778点。

消息面

  1. 中国6月社会融资规模增量为34300亿元,预期30500亿元,前值31907亿元。初步统计,6月末社会融资规模存量为271.8万亿元,同比增长12.8%。其中,对实体经济发放的人民币贷款余额为163.9万亿元,同比增长13.3%。
  2. 中国6月新增人民币贷款为18100亿元,预期18000亿元,前值14821亿元。中国6月M2货币供应同比增长11.1%,预期增长11.1%,前值增长11.1%。
  3. 记者从中国汽车工业协会获悉,中国6月份新能源汽车销量10.4万辆,同比下降33.1%,环比增长26.8%。1-6月份新能源汽车销量35.2万辆,同比下降37.4%。
  4. 紫光股份在互动平台表示,公司不持有紫光展锐的股权。新华三的行业解决方案和紫光展锐在4G时代的终端模组上有合作,在5G时代各种行业衍生应用会层出不穷,特定频段的5G终端模组芯片的配套将非常重要,因此新华三的5G行业解决方案与紫光展锐在5G终端模组芯片方面将会长期合作。

台积电6月销售额1208.8亿台币。第二季度销售额3107亿台币,市场预估3087.7亿台币。

交易点评

沪指远离5日线过远引发技术性调整,今日回踩下方或将重新获得上升动力支持。

资金流向

行业板块资金流向方面,资金流入居前的板块是商业百货、化纤和医疗器械行业,资金流出居前的板块是金融、电子信息和有色金属行业。 沪股通及深股通方面,沪股通资金净流出5.66亿元,当日余额525.66元;深股通资金净流出14.22亿元,当日余额534.22亿元。

截止收盘

开盘收盘涨跌幅%成交额(亿元)
上证指数3418.933383.32-1.957031.98
深证成指13662.3813671.24-0.619092.64
沪深3004796.094753.13-1.815104.72
创业板2744.612778.460.752930.41
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