《滬深兩市》滬深及創板半日微升0.2%至0.6% 內銀偏軟 白酒股跑贏大市
人行重啓新一輪降息刺激經濟,市場憧憬MLF和LPR降息可能近期落地。人民幣兌美元中間價按日下調68點,報7.1566兌一美元,再創去年11月30日以來逾半年低。人民銀行今日(14日)進行20億元人民幣(下同)7天期逆回購操作,中標利率持平於1.9%,單日零投放零回籠。內地A股兩市今早輕微高開0.1%至0.2%後,早市升幅反覆略擴大。
滬綜指半日收升7點或0.2%,報3,241,成交2,448.6億元。深成指近高收報11,022,升66點或0.6%,成交3,678.7億元。創板指數半日升5點或不足0.3%,報2,172,成交1,646.9億元。
主要銀行股偏軟,工商銀行(601398.SH)及建設銀行(601939.SH)跌1%至1.7%、中國銀行(601988.SH)微跌0.7%;招商銀行(600036.SH)則微升0.3。國壽(601628.SH)微升、中國平安(601318.SH)微升0.4%。
汽車股上行,東風汽車(600006.SH)、長安汽車(000625.SZ)微升0.2%至0.7%、另一汽解放(000800.SZ)、長汽(601633.SH)、比亞迪(002594.SZ)升1.2%至1.4%。另寧德時代(300750.SZ)高開1.9%後升幅收窄,半日升0.6%,公司日前宣佈推出騏驥換電,推動重卡電動化。
地產股分化,金地(600383.SH)及萬科A(000002.SZ)微跌0.3%至0.7%、綠地控股(600606.SH)、保利發展(600048.SH)微升0.3%至0.4%。
白酒股跑贏大市,貴州茅臺(600519.SH)升1.9%、五糧液(000858.SZ)升3.4%、老白乾酒(600559.SH)揚7.7%。
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