《滬深兩市》上月三頭馬車數據遜預期 上證深成高開低走半日齊跌0.5%
內地昨日(15日)新增本土確診病例140例,新增本土無症狀感染者1,019例。上海防控分爲三個階段,6月1日至中下旬全面恢復正常生產生活秩序。
內地上月新增貸款遠遜預期,人行進行1,000億元人民幣(下同)一年期MLF操作,利率持平於2.85%。人行今日同時進行100億元人民幣(下同)7天期逆回購操作,單日淨回籠100億元。
IMF上調人民幣佔SDR權重至12.28%,人民幣兌美元中間價今上調27點。內地上月工業、零售、固投等數據均遜預期,上證深成創板高開低走。
上證半日跌15點或0.5%,收報3,068點;深成指跌59點或0.5%,收報11,100點;創業板指數收報2,340點,半日跌17點或0.7%,成交僅289億元。上證深成半日成交分別爲2,312億元及2,943億元。
中資金融股偏軟,工行(601398.SH)及建行(601939.SH)分別跌0.4%及0.3%。
人行下調首套房貸款利率下限20個基點,地產股造好,萬科(000002.SZ)、保利發展(600048.SH)及金地集團(600383.SZ)升1%-2.9%。
煤炭股逆市上升,上海能源(600508.SH)及山煤國際(600546.SH)分別升8.9%及3.9%。
比亞迪(002594.SZ)跌1%。寧德時代(300750.SZ)跌0.8%。
中證監對藥明康德(02359.HK)(603259.SH)股東上海瀛翊處以2億元罰款,藥明康德A股跌2%。
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