周二(12月5日)早盤滬(hu)深(shen)兩(liang)市(shi)雙雙低開(kai),滬(hu)指(zhi)在(zai)半年(nian)線附(fu)近(jin)反復拉鋸,創(chuang)(chuang)業(ye)板指(zhi)上攻1800點受(shou)阻回落。午后,次新股持(chi)(chi)續(xu)走弱(ruo),題材股大幅下跌(die),創(chuang)(chuang)業(ye)板指(zhi)創(chuang)(chuang)階段新低;金融股持(chi)(chi)續(xu)拉升(sheng),上證50指(zhi)數一(yi)度漲逾2%。至今日收盤,滬(hu)深(shen)股指(zhi)雙雙收跌(die),創(chuang)(chuang)業(ye)板指(zhi)跌(die)逾2%,兩(liang)市(shi)成交量較前一(yi)交易日放量。
截至滬深股市全天收盤,上證綜指(zhi)收報3,303.68點(dian)(dian),下(xia)跌(die)(die)5.94點(dian)(dian),跌(die)(die)幅0.18%,成(cheng)交(jiao)(jiao)額(e)2,435億(yi)元;深證成(cheng)指(zhi)收報10,854.76點(dian)(dian),下(xia)跌(die)(die)159.79點(dian)(dian),跌(die)(die)幅1.45%,成(cheng)交(jiao)(jiao)額(e)2,392億(yi)元;創業板(ban)指(zhi)收報1,758.59點(dian)(dian),下(xia)跌(die)(die)39.18點(dian)(dian),跌(die)(die)幅2.18%,成(cheng)交(jiao)(jiao)額(e)599億(yi)元。
盤面(mian)上,兩市僅銀行、保險、券商(shang)三個板塊(kuai)收漲;草甘膦、特鋼、新材料等板塊(kuai)跌幅居(ju)前。
資金方面,滬股(gu)通凈流出27.15億(yi)元,深(shen)股(gu)通凈流出4.17億(yi)元。另外,央行公(gong)開(kai)市(shi)場(chang)今日不開(kai)展公(gong)開(kai)市(shi)場(chang)操作。因公(gong)開(kai)市(shi)場(chang)今日有1700億(yi)元逆回(hui)購到期,故當日實現凈回(hui)籠1700億(yi)。
熱點板塊:
今日金融股表(biao)現(xian)強勢,其(qi)中銀(yin)(yin)(yin)行(xing)(xing)股今日表(biao)現(xian)搶眼,招(zhao)商銀(yin)(yin)(yin)行(xing)(xing)、交通銀(yin)(yin)(yin)行(xing)(xing)、民生銀(yin)(yin)(yin)行(xing)(xing)、建(jian)設銀(yin)(yin)(yin)行(xing)(xing)漲逾(yu)2%,浦發銀(yin)(yin)(yin)行(xing)(xing)、華夏銀(yin)(yin)(yin)行(xing)(xing)、農業(ye)(ye)銀(yin)(yin)(yin)行(xing)(xing)、工商銀(yin)(yin)(yin)行(xing)(xing)、興業(ye)(ye)銀(yin)(yin)(yin)行(xing)(xing)、光大(da)銀(yin)(yin)(yin)行(xing)(xing)、中國銀(yin)(yin)(yin)行(xing)(xing)、南(nan)京銀(yin)(yin)(yin)行(xing)(xing)等(deng)漲逾(yu)1%。
券(quan)(quan)(quan)商股漲幅居前,國盛金(jin)控、招商證券(quan)(quan)(quan)、海通證券(quan)(quan)(quan)、華(hua)泰證券(quan)(quan)(quan)、國投安信、國泰君安、東興證券(quan)(quan)(quan)、東方證券(quan)(quan)(quan)、光大證券(quan)(quan)(quan)漲逾2%,中信證券(quan)(quan)(quan)、國信證券(quan)(quan)(quan)漲逾1%。
跌幅榜上,草甘膦、特鋼、新材(cai)料等板塊跌幅居前。
消息面:
1、據稅(shui)(shui)(shui)(shui)(shui)(shui)(shui)務(wu)(wu)總局(ju)網站(zhan)5日消(xiao)息,稅(shui)(shui)(shui)(shui)(shui)(shui)(shui)務(wu)(wu)總局(ju)近(jin)日印發《關(guan)于進一(yi)(yi)步(bu)深(shen)化國(guo)(guo)稅(shui)(shui)(shui)(shui)(shui)(shui)(shui)地(di)(di)(di)稅(shui)(shui)(shui)(shui)(shui)(shui)(shui)聯合(he)(he)(he)辦稅(shui)(shui)(shui)(shui)(shui)(shui)(shui)的(de)(de)指(zhi)(zhi)導(dao)意見》,全面指(zhi)(zhi)導(dao)各級(ji)國(guo)(guo)稅(shui)(shui)(shui)(shui)(shui)(shui)(shui)和地(di)(di)(di)稅(shui)(shui)(shui)(shui)(shui)(shui)(shui)部門持續優化稅(shui)(shui)(shui)(shui)(shui)(shui)(shui)收(shou)服(fu)(fu)務(wu)(wu)環境(jing),促進國(guo)(guo)地(di)(di)(di)稅(shui)(shui)(shui)(shui)(shui)(shui)(shui)聯合(he)(he)(he)辦稅(shui)(shui)(shui)(shui)(shui)(shui)(shui)深(shen)度融(rong)合(he)(he)(he),更好(hao)地(di)(di)(di)滿足納稅(shui)(shui)(shui)(shui)(shui)(shui)(shui)人高效(xiao)便捷(jie)服(fu)(fu)務(wu)(wu)的(de)(de)新需(xu)求。《指(zhi)(zhi)導(dao)意見》要求,各地(di)(di)(di)國(guo)(guo)稅(shui)(shui)(shui)(shui)(shui)(shui)(shui)局(ju)、地(di)(di)(di)稅(shui)(shui)(shui)(shui)(shui)(shui)(shui)局(ju)要結(jie)合(he)(he)(he)實際,采用互設窗口、共(gong)建辦稅(shui)(shui)(shui)(shui)(shui)(shui)(shui)服(fu)(fu)務(wu)(wu)廳和共(gong)同進駐政(zheng)務(wu)(wu)服(fu)(fu)務(wu)(wu)中心等(deng)方(fang)式,進一(yi)(yi)步(bu)整合(he)(he)(he)資源(yuan)、融(rong)合(he)(he)(he)升級(ji),統一(yi)(yi)管理制度、統一(yi)(yi)績(ji)效(xiao)考評、統一(yi)(yi)服(fu)(fu)務(wu)(wu)標準、統一(yi)(yi)崗(gang)責(ze)培訓(xun),促進國(guo)(guo)稅(shui)(shui)(shui)(shui)(shui)(shui)(shui)、地(di)(di)(di)稅(shui)(shui)(shui)(shui)(shui)(shui)(shui)辦稅(shui)(shui)(shui)(shui)(shui)(shui)(shui)服(fu)(fu)務(wu)(wu)的(de)(de)有(you)效(xiao)融(rong)合(he)(he)(he)。
2、據農(nong)(nong)業部網站5日消息(xi),農(nong)(nong)業部與(yu)中國農(nong)(nong)業銀(yin)行(xing)聚焦農(nong)(nong)業綠(lv)色(se)發(fa)(fa)(fa)展(zhan)(zhan)和綠(lv)色(se)金融,繼(ji)續深化務實(shi)合(he)作(zuo),推動(dong)建立金融支(zhi)持農(nong)(nong)業綠(lv)色(se)發(fa)(fa)(fa)展(zhan)(zhan)的工作(zuo)機制。通(tong)知提出,各(ge)級農(nong)(nong)業部門和農(nong)(nong)業銀(yin)行(xing)要認真貫(guan)徹落實(shi)黨(dang)的十九大精神,以習近平新時代中國特色(se)社會主(zhu)義思想為(wei)指導(dao),以推動(dong)農(nong)(nong)業綠(lv)色(se)發(fa)(fa)(fa)展(zhan)(zhan)為(wei)基(ji)本方向(xiang),以深化農(nong)(nong)業供給側結(jie)構(gou)性改革為(wei)主(zhu)線,圍(wei)繞鄉村振(zhen)興戰略(lve)實(shi)施(shi),尊重農(nong)(nong)業發(fa)(fa)(fa)展(zhan)(zhan)規(gui)律和市場(chang)經濟規(gui)律,堅(jian)持政府引(yin)導(dao)、市場(chang)運作(zuo),支(zhi)持一批符合(he)農(nong)(nong)業綠(lv)色(se)發(fa)(fa)(fa)展(zhan)(zhan)要求的重點項目。
機構觀點:
方(fang)正證券(quan)認為,由于獲利(li)回(hui)吐引發的(de)(de)結構(gou)(gou)性調整還在繼續,人心不穩(wen)難吸引場外資金,短期大盤無空間,但機(ji)構(gou)(gou)開始布(bu)局(ju)明年,調倉(cang)帶(dai)來的(de)(de)結構(gou)(gou)性機(ji)會與(yu)風(feng)險(xian)并存,從近期公布(bu)的(de)(de) PMI數據(ju)看,中(zhong)下(xia)游存在估(gu)值擴張要求。操作上(shang),逢低關(guan)注中(zhong)高端制造、一帶(dai)一路、環(huan)保(bao)、國改等相關(guan)個股。
網(wang)信證券(quan)認為,上(shang)證50強(qiang)勢上(shang)漲(zhang)但沒能改變滬(hu)指(zhi)弱勢格局,滬(hu)指(zhi)短期(qi)或面臨方向選擇。操(cao)作上(shang)以觀望為主(zhu),合理控制倉位,耐心(xin)等(deng)待滬(hu)指(zhi)方向明確后擇機介入。短線逢低適當關注資(zi)源(yuan)周期(qi)、天然氣(qi)、MLCC陶瓷(ci)電容器、上(shang)海國改、股(gu)(gu)(gu)東增(zeng)持、無人(ren)駕駛(shi)、無人(ren)零售(shou)等(deng)板(ban)(ban)塊龍頭(tou)股(gu)(gu)(gu)低吸機會,注意回(hui)避解(jie)禁減持、股(gu)(gu)(gu)權質押、次新(xin)股(gu)(gu)(gu)、業績下降(jiang)等(deng)板(ban)(ban)塊回(hui)調風險。
中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)聲明:凡本(ben)網(wang)注明“來源:中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)(quan)報·中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)”的所(suo)有作(zuo)(zuo)品,版權均(jun)屬于中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)(quan)報、中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)。中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)(quan)報·中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)與(yu)作(zuo)(zuo)品作(zuo)(zuo)者(zhe)(zhe)聯合(he)聲明,任何組織未(wei)經中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)(quan)報、中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)以及作(zuo)(zuo)者(zhe)(zhe)書面授權不得轉載、摘編或利用(yong)其(qi)它方式(shi)使用(yong)上述作(zuo)(zuo)品。凡本(ben)網(wang)注明來源非中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)(quan)報·中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)的作(zuo)(zuo)品,均(jun)轉載自其(qi)它媒體(ti),轉載目(mu)的在于更好服務讀者(zhe)(zhe)、傳遞信息之需(xu),并不代表本(ben)網(wang)贊同其(qi)觀點(dian),本(ben)網(wang)亦不對其(qi)真(zhen)實性負責,持異(yi)議者(zhe)(zhe)應與(yu)原出處單位主張(zhang)權利。
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