《滬深》A股三大指數半日走低 創板跌1.2% 有色金屬股逆市造好 醫藥股偏淡
人民銀行今日(26日)在公開市場開展1,658億元人民幣(下同)7天期逆回購操作,操作利率1.4%;以固定數量、利率招標、多重價位中標方式開展6,000億元14天期逆回購操作。今日有3,543億元逆回購到期。人民幣兌美元中間價下調34點至7.1152。
A股三大指數低開反覆向下,創板跌逾1%。滬指半日收報3,846點,跌6點或0.2%,成交額5,959億元;深證成指半日收報13,339點,跌106點或0.8%,成交額7,738億元;創業板指半日收報3,198點,跌37點或1.2%,成交額3,613億元。
內銀股走弱,工商銀行(601398.SH)及建設銀行(601939.SH)分別跌0.3%及0.9%。此外,寧德時代(300750.SZ)回吐1.2%。比亞迪(002594.SZ)升0.8%。賽力斯(601127.SH)揚8.4%,擬發行H股赴港IPO。
龍頭內房股偏好,萬科(000002.SZ)、金地集團(600383.SH)、綠地(600606.SH)、華夏幸福(600340.SH)及保利發展(600048.SH)升0.5%-1.6%。據報道目前包括合肥、重慶、成都、南京及珠海等多個新一線城市正研究房地產市場最新政策舉措,進一步激發改善性住房需求,針對性加大購房支持,相關舉措後續將陸續出台。
內地有關部門正加快研究銅冶煉產能管理措施,有色金屬股逆市造好,湖南白銀(002716.SZ)、江西銅業(600362.SH)及白銀有色(601212.SH)升4%-4.9%。
半導體芯片股走個別,中芯(688981.SH)及華虹(688347.SH)分別跌1.3%及升3.8%。科技股寒武紀(688256.SH)跌2.9%。浪潮信息(000977.SZ)回吐3.9%。機械人概念股萬向錢潮(000559.SZ)漲停。
美國10月起對品牌或專利藥品徵100%關稅,醫藥相關股走低,恆瑞醫藥(600276.SH)、藥明康德(603259.SH)及泰格醫藥(300347.SZ)跌0.8%-2.1%。
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