大盤(pan)今天(tian)延續了節前(qian)的(de)平淡行(xing)情。早市(shi)開盤(pan)后股指就回探(tan)到了3340點(dian)區(qu)域附近,隨后進(jin)入了全(quan)天(tian)的(de)橫盤(pan)整理狀態,從(cong)高(gao)到低的(de)波動區(qu)間僅8個點(dian),行(xing)情清淡到極(ji)致。最終滬市(shi)下跌(die)5.63點(dian)報收于(yu)3339.64點(dian),跌(die)幅0.17%;深市(shi)下跌(die)0.05%報收于(yu)11031.4點(dian);創業板基本持平,微跌(die)0.21點(dian)報收于(yu)1854.73點(dian),跌(die)幅0.01%。兩市(shi)共成(cheng)交4415億,較(jiao)昨(zuo)日增量(liang)233億。
板(ban)(ban)塊(kuai)(kuai)方面(mian),5G概念繼續保持強勢(shi),武漢凡谷、長江通(tong)信等漲停,但(dan)板(ban)(ban)塊(kuai)(kuai)中個股逐漸(jian)出(chu)現(xian)(xian)了分化(hua)。釀酒板(ban)(ban)塊(kuai)(kuai)走強,貴(gui)州(zhou)茅臺盤(pan)(pan)中創出(chu)520元的(de)(de)新高(gao),為(wei)白(bai)馬股的(de)(de)價(jia)值投資創立標桿。維生素、半導(dao)體等表(biao)現(xian)(xian)較為(wei)活躍。鋼鐵、有色、煤炭、石油等板(ban)(ban)塊(kuai)(kuai)跌幅居(ju)前,銀行與(yu)保險(xian)板(ban)(ban)塊(kuai)(kuai)早盤(pan)(pan)表(biao)現(xian)(xian)不佳,但(dan)在(zai)盤(pan)(pan)面(mian)出(chu)現(xian)(xian)下(xia)挫苗(miao)頭時迅速(su)上行,平復了股指的(de)(de)波動,維穩的(de)(de)跡(ji)象非(fei)常明(ming)顯(xian)。
今(jin)(jin)(jin)天(tian)(tian)值(zhi)得(de)注意的(de)(de)是(shi)國(guo)債逆回(hui)購204001,尾盤(pan)出(chu)(chu)現(xian)了14%的(de)(de)高位(wei),絕對值(zhi)不(bu)算特(te)別高,但由于漫長(chang)的(de)(de)假期,按國(guo)債逆回(hui)購新(xin)規則是(shi)按十天(tian)(tian)計算,相(xiang)當于創下(xia)(xia)新(xin)高,表(biao)明季末(mo)資金的(de)(de)需求相(xiang)當強,而在尾盤(pan)同步的(de)(de)時間(jian)段,大盤(pan)并未出(chu)(chu)現(xian)大幅下(xia)(xia)跌,盤(pan)面表(biao)現(xian)出(chu)(chu)相(xiang)當強的(de)(de)抵(di)抗力。另外(wai),今(jin)(jin)(jin)天(tian)(tian)是(shi)節前最后一(yi)天(tian)(tian)賣出(chu)(chu)后能夠(gou)取現(xian)的(de)(de)操(cao)作(zuo)日,今(jin)(jin)(jin)天(tian)(tian)股指不(bu)跌,明天(tian)(tian)的(de)(de)盤(pan)面壓力會減(jian)輕一(yi)些。大盤(pan)在5日均線和資金的(de)(de)壓力下(xia)(xia),今(jin)(jin)(jin)天(tian)(tian)仍能維(wei)持橫盤(pan)整理,這種走勢可(ke)以(yi)理解成為節后行情蓄勢,明天(tian)(tian)盤(pan)面不(bu)跌的(de)(de)話,可(ke)以(yi)適(shi)當提高倉位(wei)。