《滬深兩市》人匯反彈上證升1%企三千點之上 創板全日升逾2% 券商、基建及鋰電股造好
內地首四月按美元計外貿進出口按年增10.1%,貿易順差2,129.3億美元。4月按美元計出口按年增3.9%勝預期。內地疫情持續緩和,昨日(9日)新增本土確診病例349例,新增本土無症狀感染者3,077例。人行今日(10日)進行100億元7天期逆回購操作,單日淨投放100億元。人匯持續走弱,人民幣兌美元中間價今再下調235點。上證深成創板低開高走,各指數倒升,其中上證企穩3,000點水平之上,創板表現較強。
中證監副主席王建軍表示,各風險因素對A股市場影響可控,要堅持價值及長期投資。隨後在岸及離岸人民幣反彈,日內均反彈約300點。A股各指數午後升幅擴大,創板反彈逾2%。
上證高低見3,043/2,957,全日升31點或1%,收報3,035點,企穩3,000點水平之上;深成指升147點或1.4%,收報10,912點;創業板指數反彈2.2%或48點,收報2,276點,成交1,617億元。上證深成全日成交分別為3,840億元及4,628億元。
重磅中資金融股窄幅走個別,工行(601398.SH)及建行(601939.SH)分別跌0.6%及升0.3%。券商股午後顯著上揚,南京証券(601990.SH)、山西証券(002500.SZ)及中銀証券(601696.SH)升3.8%-6.3%。
部份地產及一眾基建股有支持,中交地產(000736.SH)及信達地產(600657.SH)漲停。萬科(000002.SZ)靠穩升0.4%,其與廣州市政府合作拓展文旅等產業。浙江建設(002761.SZ)、龍建股份(600853.SH)及宏潤建設(002062.SZ)漲停。
煤炭股走弱,平煤股份(601666.SH)及上海能源(600508.SH)分別挫7.6%及2.3%。風電及光伏股造好,中信博(688408.SH)及雙良節能(600481.SH)分別漲16%及6.5%。天順風能(002531.SZ)及愛旭股份(600732.SH)漲停。
寧德時代(300750.SZ)低開高走倒升2.9%。公司透露,計劃於今季內正式發布麒麟電池,並正致力推進鈉離子電池在明年實現產業化。蔚藍鋰芯(002245.SZ)漲停。億緯鋰能(300014.SZ)揚9.8%。
比亞迪(002594.SZ)低開3.7%後反覆向上一度倒升,股價全日靠穩微升0.3%。據報長沙比亞迪部份產線停產整頓,比亞迪指報道工廠氣體排放情況屬惡意捏造,稱已報警並追究法律責任。(ta/s) ~
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