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《滬深兩市》上證失守3,600點關 券商內房股走弱 比亞迪破頂後回順
內地昨日(25日)新增確診本土病例佔29例。人行今日(26日)開展2,000億元人民幣(下同)逆回購操作,單日淨投放1,900億元。中共中央政治局委員、國務院副總理、中美全面經濟對話中方牽頭人劉鶴應約與美國財政部長耶倫通話,雙方同意加強宏觀政策溝通協調人民幣兌美元中間價上調34點。上證早市窄幅靠穩,創板午前升幅收窄。A股午後轉弱,各指數出現倒跌,上證失守3,600點關。 上證全日倒跌12點或0.3%,收報3,597點;深成指倒跌43點或0.3%,收報14,552點;滬深300指數倒跌16點或0.3%,報4,963點;創業板指數早市一度升1%,最終倒跌11點或0.3%,收報3,327點,成交2,331億元。上證深成全日成交分別爲4,652億元及6,172億元。滬深兩市成交額連續第三個交易日突破萬億元。 中資金融股偏軟,工行(601398.SH)、建行(601939.SH)分別跌0.4%及0.3%。券商股走弱,華鑫股份(600621.SH)、華林證券(002945.SZ)、紅塔證券(601236.SH)跌1.7%至3.4%。 內房股走疲,金科股份(000656.SZ)、萬科(000002.SZ)、保利發展(600048.SH)跌1.7%至4.2%。綠地控股(600606.SH)首三季淨利潤按年倒退7.3%,股價跌2.2%。華僑城A(000069.SZ)擬發100億人幣公司債用於償還有息債務,股價跌2.6%。 白酒、啤酒股普遍向好,金種子酒(600199.SH)、捨得酒業(600702.SH)分別升4.8%及3.3%。惟貴州茅臺(600519.SH)跌0.6%。青島啤酒(600600.SH)漲停。重慶啤酒(600132.SH)升4.7%。 鹽湖提鋰概念、石墨烯概念股逆市炒上,久吾高科(300631.SZ)、科達製造(600499.SH)、西藏城投(600773.SH)、西藏珠峯(600338.SH)升4%至8.8%。新華錦(600735.SH)漲停。中國寶安(000009.SZ)、寶泰隆(601011.SH)分別揚6.6%及7.6%。 比亞迪(01211.HK)(002594.SZ)分拆半導體業務獲批不提供保證配額,比亞迪A股高開再破頂,高見333.33元後於高位有資金獲利,股價全日僅升0.5%,造319.01元。寧德時代(300750.SZ)高開4%後走勢向下,股價全日倒跌2.1%。
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