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《滬深兩市》滬指全日續升0.4% 基建及算力概念股活躍
內地將增發1萬億元人民幣(下同)國債,預計赤字率由3%提高至約3.8%。人行今日(25日)進行5,000億元7天期逆回購操作,中標利率持平於1.8%。今日單日淨投放3,950億元。人民幣兌美元中間價今上調1點,報7.1785。A股三大指數今早高開後表現反覆,滬指及深成指全日升0.4%至0.5%,創業板指則倒跌。 滬指全日續升11點或0.4%,收報2,974點,成交3,628.5億元。深成指全日續升44點或0.47%,收報9,528點,成交5,109.3億元。創業板指收全日回吐17點或0.9%,報1,863點,成交2,351億元。 中資金融股工行(601398.SH)全日跌1.1%。建行(601939.SH)跌0.6%。 水利及基建板塊造好,深水規院(301038.SZ)及韓建河山(603616.SH)等多股漲停。中央財政將在今年第四季增發2023年國債1萬億元,支持災後恢復重建和提升防災減災救災能力。 國家數據局今日正式揭牌,算力概念股拉升,錦雞股份(300798.SZ)升超過12%。測繪股份(300826.SZ)升逾9%。 內房股萬科(000002.SZ)升0.3%。金地(600383.SH)平收。保利(600048.SH)跌0.5%。 寧德時代(300750.SZ)跌0.3%。比亞迪(002594.SZ)則升0.8%。
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