《滬深》滬指倒跌創板全日升1.5% 寧德時代揚逾9% 寒武紀跌逾3%
中共中央政治局委員、國務院副總理何立峯,與美國財長貝森特率領的美國代表團,抵達西班牙首都馬德里展開新一輪會談,討論美國單邊關稅措施、濫用出口管制及TikTok等經貿問題。
內地上月新增貸款5,900億元遜預期。上月底,M2餘額按年增8.8%,M1餘額按年增6%。人民銀行今日(15日)在公開市場開展2,800億元人民幣(下同)七天期逆回購操作,操作利率持平於1.4%。今日有1,915億元逆回購到期,單日淨投放885億元。人民幣兌美元中間價下調37點至7.1056。
內地8月「三頭馬車」經濟數據未如理想,滬指先升後跌,創板升幅午後略爲收窄。滬指全日收報3,860點,跌10點或0.3%,成交額9,862億元;深證成指收報13,005點,升81點或0.6%,成交額1.29萬億元;創業板指收報3,066點,升45或1.5%,成交額6,165億元。
內銀股走疲,工商銀行(601398.SH)及建設銀行(601939.SH)分別跌0.7%及0.9%。
內房股偏好,保利(600048.SH)、綠地(600606.SH)及金地集團(600383.SH)升1.1%至2%。
憧憬加大國產芯片替代,中芯(688981.SH)及華虹(688347.SH)分別升0.2%及2.8%。寒武紀(688256.SH)高開低走跌3.2%。工業富聯(601138.SH)亦跌3.2%。
內地發佈新型儲能建設三年方案,目標2027年裝機超1.8億千瓦以上,料帶動直接投資約2,500億人幣。寧德時代(300750.SZ)收漲9.1%、比亞迪(002594.SZ)升2.6%。
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