《沪深股市》上证深成半日跌幅收窄至0.1%至0.3% 券商、白酒股反弹
第十三届全国人民代表大会第四次会议今早(5日)9时在人民大会堂举行开幕会,内地定今年GDP目标增6%,CPI涨幅约3%。人行今日进行100亿元人民币(下同)7天期逆回购操作,利率持平,单日净回笼100亿元。人民币兑美元中间价下调,上证深成低开後受压,上证低见3,456,其後於白酒股低位受捧下走势向上,抹去早市跌幅并一度倒升,曾重返3,500点水平之上。
上证半日跌11点或0.3%,收报3,491点;深成跌16点或0.1%,收报14,399点;沪深300指数跌26点或0.5%,收报5,253点。创业板指数好则升15点或0.6%,收报2,867点,成交1,070亿元。沪深两市成交分别为2,684亿元及3,026亿元。
降准预期减,中资金融股偏软,工行(601398.SH)平收。建行(601939.SH)、国寿(601628.SH)分别跌0.9%及跌2.6%。
券商股造好,光大证券(601788.SH)涨停。浙商证券(601878.SH)扬6.3%。
白酒股反弹,酒鬼酒(000799.SZ)、山西汾酒(600809.SH)、泸州老窖(000568.SZ)、五粮液(000858.SZ)、贵州茅台(600519.SH)回升0.3%至2.9%。金枫酒业(600616.SH)、兰州黄河(000929.SZ)涨停。
稀土股走势分化,格林美(002340.SZ)跌2.2%及1.9%。盛新锂能(002240.SZ)、川能动力(000155.SZ)分别升0.1%及2.8%。
部分碳中和概念股继续走高,中材节能(603126.SH)、惠博普(002554.SZ)涨停;惟中钢国际(000928.SZ)挫7.1%。
江淮汽车(600418.SH)拟与蔚来在合肥设立合资公司,股价涨停。
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