《滬深兩市》上證半日企3,200點水平 創板升4% 光伏股走高 寧德時代揚7%
內地昨日(5日)新增本土確診病例25例,新增本土無症狀感染者61例。人行今日(6日)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。人民幣兌美元中間價今上調404點。5月財新中國服務業PMI回升至41.4,惟低於市場預期46,就業繼續走低。市場憧憬降準,A股三大指數開市後集體走高,上證重上3,200點水平,創板升4%。
上證半日升33點或1%,收報3,228點;深成指升293點或2.5%,收報11,921點;創業板指數升99點或4%,收報2,557點,成交1,217.5億元。上證深成半日成交分別為3,187億元及3,766億元。
中資金融股走弱,工行(601398.SH)及建行(601939.SH)分別跌0.9%及1.2%。券商股造高,華林證券(002945.SZ)漲停。東北證券(000686.SZ)及第一創業(002797.SZ)升5%及3.9%。
據報美國兩年內不會對太陽能產品徵收新關稅,一眾光伏股造好,拓日新能(002218.SZ)、上機數控(603185.SH)及陽光電源(300274.SZ)分別揚7.6%及7.2%。比亞迪(002594.SZ)揚6.4%。寧德時代(300750.SZ)揚7.1%。贛鋒鋰業(002460.SZ)揚9.6%。
基建股持續下跌,浙江建設(002761.SZ)、新疆交建(002941.SZ)、交建股份(603815.SH)逆市跌2%-6.8%。
藥明康德(603259.SH)高開高走揚7.2%。公司預計第二季收入仍將實現早前公告的63%至65%增長,對今年全年實現收入增長65%至70%的目標充滿信心。
康希諾(688185.SH)低開高走升4.8%。公司終止與輝瑞有關MCV4疫苗產品合作。(ta/u) ~
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