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《滬深兩市》上證深成全日均跌0.2% 內房股回吐 鋰電池股走強
內地11月新增貸款、M2貨幣供應及社會融資規模增量均低於市場預期。人民銀行上調金融機構外匯存款準備金率,離岸人民幣應聲跌逾300點。人民幣兌美元中間價今下調204點。內地昨日(9日)新增本土病例37例。人行今日(10日)開展100億元人民幣(下同)逆回購操作,單日零投放零回籠。上證深成連升多日後今日大漲小回,窄幅偏軟,創板繼續有資金支持下靠穩。滬深兩市成交額連續第36個交易日突破1萬億元。 上證全日微跌6點或0.2%,收報3,666點;深成指跌36點或0.2%,收報15,111點;滬深300指數跌23點或0.5%,收報5,055點;創業板指數靠穩升7點或0.2%,收報3,466點,成交2,637億元。上證深成全日成交分別爲5,563億元及6,791億元。 中資金融股偏淡,工行(601398.SH)平收。建行(601939.SH)跌0.5%。華夏幸福(600340.SH)指債務重組計劃獲債委會全體會議審議通過,股價漲停。 部分券商股回吐,東吳證券(601555.SH)、廣發證券(000776.SZ)分別5.4%及4.1%。華林證券(002945.SZ)則持續漲停。 人匯走勢回落,內房股回吐,招商蛇口(001979.SZ)、萬科(000002.SZ)分別跌3.4%及1.2%。保利發展(600048.SH)11月簽約金額按年減5.7%,股價跌1.8%。 部分鋰電材料報價再度上漲,刺激鋰電池概念股造好,鹽湖股份(000792.SZ)漲停。科達製造(600499.SH)、久吾高科(300631.SZ)分別揚7.7%及5.8%。據報贛鋒鋰業(002460.SZ)首批搭載混合固液離電池車有望春節前交付,A股股價升3%。億緯鋰能(300014.SH)、天齊鋰業(002466.SZ)分別升1.3%及5.6%。寧德時代(300750.SZ)低開高走升1%。汽車股比亞迪(002594.SZ)靠穩升0.6%。 儲能概念股炒上,動力源(600405.SH)漲停。朗科智能(300543.SZ)、天合光能(688599.SH)、東方日升(300118.SZ)分別漲11.6%、6.7%及4.1%。 元宇宙概念股鋒尚文化(300860.SZ)、美盛文化(002699.SZ)、華立科技(301011.SZ)漲停。百度(09888.HK)宣佈將推元宇宙產品「希壤」。
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