《滬深兩市》上證全日升0.7% 3,600點得而復失 內房/煤電股走弱
內地昨日(7日)無新增本土新冠確診,錄得境外輸入病例22宗。人民銀行今日(8日)淨回籠3,300億元人民幣(下同),中標利率持平。人民幣兌美元中間價上調250點。9月財新中國服務業採購經理指數(PMI)錄得53.4,高過預期的49.2;財新中國綜合PMI上升4.2個百分點至51.4。上證深成在國慶長假期後首個交易日高開後升幅收窄。
上證高開後曾上破3,600點關,高見3,612,惟最終未能企穩,得而復失,全日升24點或0.7%,報3,592點;深成指升105點或0.7%,至14,414點;創業板指數則微跌1點,報3,243點。滬深兩市成交額再突破萬億元。除節前最後一個交易日外,A股早前連續49個交易日成交突破萬億元。
中資金融股有好表現,工行(601398.SH)升1.1%。建行(601939.SH)升1.2%。
內險股走強,中國太保(601601.SH)及中國平安(601318.SH)分別揚8%及7.7%,中國人壽(601628.SH)、新華保險(601336.SH)各升半成。
華夏幸福(600340.SH)開市已漲停,報4.41元,公司擬定債務重組計劃,包括賣出資產回籠資金約750億元等。惟內房股走弱,保利發展(600048.SH)、新城發展(601155.SH)、金地集團(600383.SH)跌3%-4.1%。
內地電力短缺,拖累電力股受壓,華能國際(600011.SH)、上海電力(600021.SH)均跌停。煤炭供應緊張,煤炭股低開低走,平煤股份(601666.SH)亦告跌停,兗煤(600188.SH)、中煤能源(601898.SH)、中國神華(601088.SH)跌4.6%-6.2%。
國際油價上揚,油氣及石油股造好,中曼石油(603619.SH)、潛能恆信(300191.SZ)均漲停。中國石油(601857.SH)及中國石化(600028.SH)分別升4.5%及2.9%。(ta/u)
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