《滬深兩市》上月三頭馬車數據遜預期 上證3,100點得而復失 創板跌1.1%成交僅400餘億人幣
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。上海防控分為三個階段,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%,兼進行100億元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(16日)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,上證反覆倒跌,3,100點得而復失,創板表現較差兼成交縮減。
上證高見3,102,全日跌10點或0.3%,收報3,073點;深成指跌66點或0.6%,收報11,093點;創業板指數跌1.1%或26點,收報2,331點,成交僅419億元。上證深成全日成交分別為3,490億元及4,372億元。
中資金融股偏軟,工行(601398.SH) 跌0.4%。建行(601939.SH)平收。
人行下調首套房貸款利率下限20個基點,地產股反覆造好,萬科(000002.SZ)、保利發展(600048.SH)及金地集團(600383.SZ)升1.1%至3.6%。格力地產(600185.SH)、新黃埔(600638.SH)及福星股份(000926.SZ)漲停。
煤炭股逆市上升,上海能源(600508.SH)漲停。山煤國際(600546.SH)、山西焦煤(000983.SZ)及平煤股份(601666.SH)揚6%至7.4%。
財政部擬對內地客運航班予以資金支持,帶動航空股表現向好,東航(600115.SH)、吉祥航空(603885.SH)及春秋航空(601021.SH)升1.8%至5.1%。
比亞迪(002594.SZ)及寧德時代(300750.SZ)分別跌1.1%及1.9%。
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2.1%。
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