昨(zuo)天,滬指(zhi)盤(pan)中跌破2800點(dian)整數關,同(tong)時,前(qian)期(qi)表(biao)現(xian)較(jiao)強的部分(fen)藍(lan)籌白(bai)馬(ma)股也出現(xian)補跌走勢。不過統計顯(xian)示,以MSCI成(cheng)分(fen)股為代(dai)表(biao)的部分(fen)藍(lan)籌白(bai)馬(ma)股,其實是(shi)近(jin)期(qi)更為抗跌的一個板塊。
據(ju)統計(ji),6月以來,A股(gu)持續(xu)下跌(die),截(jie)至27日(ri)收盤,上(shang)證(zheng)指(zhi)數和深(shen)證(zheng)成(cheng)指(zhi)分別累(lei)計(ji)下跌(die)9.12%和10.95%,全部(bu)A股(gu)的平均跌(die)幅(fu)達11.67%。同期,MSCI成(cheng)分股(gu)指(zhi)數累(lei)計(ji)下跌(die)7.32%,226只成(cheng)分股(gu)平均跌(die)幅(fu)為9.8%,抗跌(die)性略優于(yu)A股(gu)平均水(shui)平。
從(cong)具體個(ge)股(gu)(gu)(gu)來看,226只(zhi)(zhi)成分(fen)股(gu)(gu)(gu)表現分(fen)化(hua)。其中(zhong),板(ban)塊(kuai)內共有11只(zhi)(zhi)個(ge)股(gu)(gu)(gu)6月以來實現正漲幅(fu)(fu);41只(zhi)(zhi)個(ge)股(gu)(gu)(gu)跌(die)幅(fu)(fu)少(shao)于(yu)5%;66只(zhi)(zhi)個(ge)股(gu)(gu)(gu)跌(die)幅(fu)(fu)大(da)于(yu)5%少(shao)于(yu)10%;108只(zhi)(zhi)個(ge)股(gu)(gu)(gu)跌(die)幅(fu)(fu)超(chao)過(guo)10%。上(shang)漲個(ge)股(gu)(gu)(gu)中(zhong),三一(yi)重工、大(da)秦鐵路、方正證券等3只(zhi)(zhi)股(gu)(gu)(gu)票期(qi)間(jian)累計漲幅(fu)(fu)居(ju)前(qian),均超(chao)過(guo)5%;另外,上(shang)海(hai)電(dian)氣、上(shang)海(hai)機場、福耀玻璃等5只(zhi)(zhi)個(ge)股(gu)(gu)(gu)期(qi)間(jian)累計漲幅(fu)(fu)均逾1%。
在市場調整中(zhong),MSCI成分股表現之所以更加(jia)抗跌(die),主要因為北上資金對(dui)其(qi)中(zhong)146只(zhi)個(ge)股進行了增持。截至6月26日,北上資金持有(you)上海機(ji)場3.22億股,占流通A股比例(li)達(da)29.45%,位列(lie)首(shou)位。此外(wai)(wai),北上資金對(dui)方正(zheng)證券、恒瑞醫藥、福耀玻璃(li)等3股的持股比例(li)均超過15%。另外(wai)(wai),其(qi)中(zhong),大族激光、完美(mei)世界、徐工機(ji)械、美(mei)的集團等4股持股比例(li)均增加(jia)超過1個(ge)百分點。
最(zui)后,再(zai)簡單說一下美股的(de)表現(xian)。昨晚,美國三大股指(zhi)集體下跌。其中,道瓊(qiong)斯(si)工業平(ping)均指(zhi)數下跌165.52點(dian),以24117.59點(dian)報(bao)收(shou),跌幅(fu)0.68%;納斯(si)達克(ke)指(zhi)數下跌116.55點(dian),以7445.08點(dian)報(bao)收(shou),跌幅(fu)達1.54%;標普500指(zhi)數下跌23.43點(dian),以2699.63點(dian)報(bao)收(shou),跌幅(fu)0.68%。
中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)聲明(ming):凡(fan)本網(wang)(wang)注(zhu)(zhu)明(ming)“來源(yuan):中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)券(quan)(quan)報(bao)(bao)·中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)”的(de)所有作品(pin),版權均屬于中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)券(quan)(quan)報(bao)(bao)、中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)。中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)券(quan)(quan)報(bao)(bao)·中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)與作品(pin)作者(zhe)聯合聲明(ming),任何組織未經中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)券(quan)(quan)報(bao)(bao)、中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)以(yi)及(ji)作者(zhe)書面授權不(bu)(bu)得(de)轉(zhuan)載(zai)、摘編(bian)或利(li)用(yong)其(qi)(qi)它方式使用(yong)上述(shu)作品(pin)。凡(fan)本網(wang)(wang)注(zhu)(zhu)明(ming)來源(yuan)非中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)券(quan)(quan)報(bao)(bao)·中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)的(de)作品(pin),均轉(zhuan)載(zai)自(zi)其(qi)(qi)它媒體,轉(zhuan)載(zai)目(mu)的(de)在于更好服(fu)務讀者(zhe)、傳遞信(xin)息(xi)之需,并不(bu)(bu)代表本網(wang)(wang)贊同其(qi)(qi)觀點,本網(wang)(wang)亦不(bu)(bu)對其(qi)(qi)真實性負(fu)責,持(chi)異議者(zhe)應與原出處單位主張權利(li)。
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