《滬深》滬深指數半日反覆偏軟均跌0.2% 內險、券商及醫藥股逆市走高 基建及鋰礦股走低
中美今日(28日)起在瑞典斯德哥爾摩舉行新一輪經貿會談,由中共中央政治局委員、國務院副總理何立峰,以及美國財長貝森特共同主持。美國總統特朗普昨日(27日)在蘇格蘭與歐盟委員會主席馮德萊恩一同見記者時表示,非常接近與中國達成貿易協議。
內地上半年工業企業利潤跌1.8%,6月單月降幅收窄至4.3%。人民銀行今日在公開市場開展4,958億元人民幣(下同)七天期逆回購操作,操作利率持平於1.4%。今日有1,707億元逆回購到期,單日淨投放3,251億元。人民幣兌美元中間價報7.1467,下調48點。
A股三大指數微微高開後升幅一度擴大,創板一度升超過1%,至尾市顯著回落,滬深兩市倒跌,創板僅微升。上證指數半日收報3,587點,跌5點或0.2%,成交額4,938億元;深證成指半日收報11,150點,跌17點或0.2%,成交額6,293億元;創業板指半日收報2,342,微升2點或0.1%,成交額2,842億元。
內銀股建設銀行(601939.SH)升0.2%。工行(601398.SH)平收。內險及券商股走高,中國平安(601318.SH)、國壽(601628.SH)及太保(601601.SH)升2.6%-3%。中銀證券(601696.SH)及華泰證券(601688.SH)分別揚6.6%及2.6%。
基建水泥股回吐,金隅(601992.SH)、中國電建(601669.SH)、中國能建(601868.SH)及華新水泥(600801.SH)跌1.8%-2.3%。
海南自貿區概念股回落,海南機場(600515.SH)及海南高速(000886.SZ)分別跌2.8%及3.2%。
恆瑞醫藥(600276.SH)與GSK達成合作,授權多項創新藥全球獨家權益,恆瑞有資格獲得潛在總金額約120億美元。該股高開高走揚8.2%。其他醫藥醫療股繼續走強,科華生物(002022.SZ)及海思科(002653.SZ)齊漲停,
鋰礦股走低,贛鋒鋰業(002460.SZ)及天齊鋰業(002466.SZ)半日各跌逾3%。寧德時代(300750.SZ)靠穩升0.1%。比亞迪(002594.SZ)跌0.6%。
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