昨(zuo)日期(qi)指(zhi)漲跌分(fen)化,早盤(pan)小幅上漲后普遍承壓,IF主力下挫明(ming)顯,最(zui)低至3971.6,IH主力亦(yi)不斷下探,創近一個月新低。IC主力表現堅挺,盤(pan)中漲近2%。
滬深(shen)兩市股(gu)指(zhi)(zhi)(zhi)今日(ri)低(di)開,盤(pan)中走(zou)(zou)勢(shi)分化,上(shang)證指(zhi)(zhi)(zhi)數在(zai)(zai)白酒,家(jia)電等白馬(ma)板塊走(zou)(zou)強下,一度拉升走(zou)(zou)強,隨后(hou)在(zai)(zai)金融,資源股(gu)走(zou)(zou)弱下,再度回(hui)落。而(er)(er)深(shen)成指(zhi)(zhi)(zhi),創業(ye)(ye)板指(zhi)(zhi)(zhi)則一路(lu)震蕩走(zou)(zou)強,午后(hou),上(shang)證指(zhi)(zhi)(zhi)數加速下跌,盤(pan)中創半(ban)年新(xin)低(di),尾盤(pan)回(hui)升。而(er)(er)深(shen)成指(zhi)(zhi)(zhi),創業(ye)(ye)板指(zhi)(zhi)(zhi)則維持(chi)高位震蕩走(zou)(zou)勢(shi)。截止收(shou)盤(pan),上(shang)證綜(zong)指(zhi)(zhi)(zhi)跌1.43%,報(bao)3262.05點(dian)(dian),收(shou)復3250點(dian)(dian),成交2223.49億(yi)元;深(shen)成指(zhi)(zhi)(zhi)漲1.23%,報(bao)10372.59點(dian)(dian),成交1895.74億(yi)元;創業(ye)(ye)板指(zhi)(zhi)(zhi)漲1.55%,報(bao)1641.43點(dian)(dian),成交573.56億(yi)元,繼續延續昨(zuo)日(ri)反彈態勢(shi)。
截至下午收盤,滬(hu)深300指數(shu)報(bao)(bao)4012.05點,跌幅(fu)為(wei)(wei)0.95%,IF1802報(bao)(bao)3996.8點,跌幅(fu)為(wei)(wei)1.14%;上證(zheng)50指數(shu)報(bao)(bao)2945.84點,跌幅(fu)為(wei)(wei)2.76%,IH1802報(bao)(bao)2936點,跌幅(fu)為(wei)(wei)3.12%;中證(zheng)500指數(shu)報(bao)(bao)5766.48點,漲幅(fu)為(wei)(wei)0.97%;IC1802報(bao)(bao)5747點,漲幅(fu)為(wei)(wei)1.02%。
期指成交(jiao)持倉(cang)方面,IF1802成交(jiao)18338手(shou)(shou),持倉(cang)17345手(shou)(shou),日(ri)(ri)增(zeng)倉(cang)-1445手(shou)(shou);IH1802成交(jiao)16555手(shou)(shou),持倉(cang)13011手(shou)(shou),日(ri)(ri)增(zeng)倉(cang)-929手(shou)(shou);IC1802成交(jiao)10648手(shou)(shou),持倉(cang)13568手(shou)(shou),日(ri)(ri)增(zeng)倉(cang)-1386手(shou)(shou)。
期指升(sheng)貼水方面(mian),IF1802貼水15.25點,IH1802貼水9.84點,IC1802貼水19.48點。
廣發(fa)策略團隊認為,美股(gu)(gu)(gu)大(da)跌(die)壓制市場風險(xian)偏好,VIX指數和(he)黃金(jin)同(tong)步上行,短(duan)期(qi)內A股(gu)(gu)(gu)會受到負面影響(xiang)。但不(bu)(bu)同(tong)于(yu)美股(gu)(gu)(gu),當前A股(gu)(gu)(gu)估值水平較低,所(suo)受擾動難(nan)比歷史經(jing)驗更大(da)。從中(zhong)長期(qi)來看,情(qing)緒擾動過(guo)去之(zhi)后(hou)重(zhong)回基本面,企業盈(ying)利仍具備可持(chi)續性,調整之(zhi)后(hou)A股(gu)(gu)(gu)估值重(zhong)新抬升。全球經(jing)濟(ji)復蘇和(he)增量資金(jin)流入A股(gu)(gu)(gu)的大(da)邏(luo)輯并未中(zhong)斷(duan),因此(ci)中(zhong)期(qi)邏(luo)輯不(bu)(bu)變(bian),依然維持(chi)盈(ying)利持(chi)續確(que)定性增強的重(zhong)估大(da)周(zhou)期(qi)邏(luo)輯不(bu)(bu)變(bian)。
中(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)聲明:凡本網(wang)(wang)注明“來源(yuan):中(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)(quan)報(bao)·中(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)”的所有作(zuo)(zuo)品(pin),版(ban)權(quan)均(jun)屬(shu)于(yu)中(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)(quan)報(bao)、中(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)。中(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)(quan)報(bao)·中(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)與(yu)作(zuo)(zuo)品(pin)作(zuo)(zuo)者聯合聲明,任(ren)何組織未經中(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)(quan)報(bao)、中(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)以及作(zuo)(zuo)者書(shu)面授權(quan)不(bu)得轉(zhuan)載、摘(zhai)編或利用(yong)(yong)其(qi)(qi)它方式使(shi)用(yong)(yong)上述作(zuo)(zuo)品(pin)。凡本網(wang)(wang)注明來源(yuan)非中(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)(quan)報(bao)·中(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)的作(zuo)(zuo)品(pin),均(jun)轉(zhuan)載自(zi)其(qi)(qi)它媒體,轉(zhuan)載目的在于(yu)更好服務(wu)讀(du)者、傳遞信(xin)息之(zhi)需,并不(bu)代表本網(wang)(wang)贊同其(qi)(qi)觀(guan)點,本網(wang)(wang)亦不(bu)對其(qi)(qi)真實性(xing)負責,持異議者應與(yu)原出處單位(wei)主張(zhang)權(quan)利。
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