《滬深兩市》春節長假後A股三大指數半日升0.1%至0.9% 油股走高 藥明康德下挫
人行昨日(18日)超額續作5,000億元人民幣(下同)MLF,利率不變。憧憬明日(20日)下調LPR利率。人行今日(19日)進行320億元人民幣(下同)七天期逆回購操作,中標利率持平於1.8%。今日單日淨回籠680億元。人民幣兌美元中間價今上調4點,報7.1032。
內地春節長假後今早復市。A股三大指數高開後走勢不一。滬指半日收報2,891點,升0.9%,成交額2,900億元。深成指收報8,832點,升0.1%,成交額3,460億元。創業板收報1,728點,微升1點或0.1%,成交額1,501億元。
高息權重中資金融股造好支撐上證指數,建行(601939.SH)及工行(601398.SH)分別升1.9%及1.7%。
國資委表示,指導推動央企進一步突出價值創造,優化國資佈局結構調整。中字頭概念股炒上,三桶油有資金吸納,中石油(601857.SH)、中海油(600938.SH)及中石化(600028.SH)升3.9%至6.5%。中國神華(601088.SH)升3.9%。中國外運(601598.SH)升4%。
個別旅遊及酒店股偏好,錦江酒店(600754.SH)揚7.5%。九華旅遊(603199.SH)及中免(601888.SH)分別升0.8%及1.2%。今年春節成為史上最火爆的春節旅遊假期,統計指內地遊預訂量已大幅超越2019年同期,出境遊也創近四年高,預訂量按年大增近十倍。
汽車股比亞迪(002594.SZ)升0.6%。寧德時代(300750.SZ)高開低走跌1.8%。
科大訊飛(002230.SZ)成立未來科技公司拓物聯網技術研發業務,股價升3.7%。
藥明康德(603259.SH)低開低走挫6.8%。
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