资讯 | A股成交额再次突破万亿,5G基建股持续走强

资讯摘要
美股周四大幅收跌,三大股指跌幅均超过3%,道指收盘重挫近1000点。市场正密切关注疫情变化及其对经济的影响。美国加州宣布进入紧急状态,美参院通过83亿美元抗疫紧急开支议案
 
美股资讯
北京时间3月6日凌晨,美股周四大幅收跌,三大股指跌幅均超过3%,道指收盘重挫近1000点。市场正密切关注疫情变化及其对经济的影响。美国加州宣布进入紧急状态,美参院通过83亿美元抗疫紧急开支议案。截止收盘,道指收盘下跌969.58点,或3.58%,报26121.28点;纳指跌279.49点,或3.10%,报8738.60点;标普500指数跌106.18点,或3.39%,报3023.94点。

衡量市场恐慌程度的Cboe波动率指数大涨23.69%,报39.57点。该指数的长期历史平均值为19点。

道指一度下挫超过1100点,最低下跌至25943.33点。道指成分股联合技术(126.44, -12.60, -9.06%)公司收跌9.03%,波音(260.37, -22.75, -8.04%)公司收跌8.04%。

金融板块继续重挫,道指成分股摩根大通(113.97, -5.88, -4.91%)公司收跌4.91%,高盛(198.79, -9.95, -4.77%)集团收跌4.81%。

美股航空股大跌,美国航空跌超11%,美国联合航空跌超9%,达美航空跌近8%。

美国加利福尼亚州3月4日宣布进入紧急状态,这是全美第三个宣布进入紧急状态的州,此前华盛顿州和佛罗里达州均已宣布进入紧急状态。这三个州均为美国科技行业核心地带,其中加州又是硅谷所在地,聚集了众多大型跨国科技公司。

随着全球各国实施更加严格的隔离与旅行限制,华尔街越来越担心新型冠状病毒疫情的扩散将重创经济。

面对快速蔓延的冠状病毒疫情,近来美股出现剧烈震荡。上周美股重挫后,本周美股行情如同过山车一般大起大落。在过去的三个交易日中,道琼斯(26121.2793, -969.58, -3.58%)指数30的成份股两次上涨超过1100点,该指数周一收高1293点,创史上最大单日上涨点数,周三上涨超过1170点,录得史上第二大单日上涨点数。周二与周四该指数均大幅收跌。

焦点个股

Ciena股价攀升,该公司宣布第一财季盈利与营收均超出预期。

Burlington Stores第四财季盈利超出预期,但其发布的第一财季业绩指引低于市场预期。

BJ’s Wholesale Club Holdings宣布第四财季盈利与营收符合预期。同家店面销售收入稍低于预期。

热点中概股
来源:东方财富网、同花顺、新浪财经、腾讯证券、华尔街见闻、辉立证券
 
港股资讯
北京时间3月5日,美股周三大幅收高。主要股指尾盘强力拉升,道指飙升1173点,重新站上27000点关口,本周第二次录得超过1100点的涨幅。美联储昨日紧急降息救市、美国民主党竞选人拜登在总统候选人初选中赢得大胜,提振了市场信心。美联储褐皮书认为冠状病毒疫情已经影响到美国经济。美众议院通过83亿美元拨款法案以协助抗击新冠肺炎病毒疫情。周四开盘,恒指低高开0.48%,午后一度涨逾2%。截止收盘,恒生指数(26767.87, 545.80, 2.08%)涨2.08%,报26767.87点;国企指数涨1.96%;红筹指数涨1.65%

热点板块

重磅股上涨。友邦保险(77.65, 2.60, 3.46%)涨3.46%;腾讯控股(406.2, 12.20, 3.10%)涨3.1%。

餐饮股上涨。海底捞(34.55, 2.10, 6.47%)涨6.47%;颐海国际(59.75, 4.25, 7.66%)涨7.66%;美团点评涨4.33%。

体育用品股上涨。李宁(22.85, 1.55, 7.28%)涨7.28%;安踏体育(68.45, 3.35, 5.15%)涨5.15%;滔博涨4.49%。

猪肉股上涨。雨润食品(0.76, 0.07, 10.15%)涨10.14%;惠生国际(0.097, 0.01, 5.44%)涨5.43%;万洲国际(8.45, 0.34, 4.19%)涨4.19%。

华为概念股上涨。丘钛科技(11.94, 0.64, 5.66%)涨5.66%;瑞声科技(53.1, 2.55, 5.05%)涨5.04%;富智康集团(1.17, 0.03, 2.63%)涨2.63%。

全天涨幅最大的5支港股通
来源:东方财富网、同花顺、新浪财经、腾讯证券、华尔街见闻、辉立证券
 
中国A股资讯
北京时间3月5日,三大指数高开,开盘后,指数经过震荡回落之后开始小幅企稳,沪指涨逾1%,盘面上,特高压板块表现强势。午后,大盘持续拉升,A股三大指数集体涨逾2%,盘面上,猪肉、白酒、食品等继续走高。总体上,两市个股普涨,涨停家数超170只,赚钱效应较好,沪深两市成交额再次突破万亿元。截止收盘,沪指报3071.68点,涨1.99%,成交额为4827.70亿元(上一交易日成交额为3898.94亿元);深成指报11711.37点,涨1.90%,成交额为6891.96亿元(上一交易日成交额为6021.17亿元)。

从盘面上看,特高压、超导、猪肉板块居板块涨幅榜前列,光刻胶、氢氟酸、无线耳机板块居板块跌幅榜前列。

热门板块5G板块持续走强,依米康(8.010, 0.73, 10.03%)、吉大通信(13.530, 1.23, 10.00%)、中通国脉(22.650, 2.06, 10.00%)等超10股涨停。

消息面上,中共中央政治局常务委员会召开会议,会议提出加快5G网络、数据中心等新型基础设施建设进度。

特高压表现强势,平高电气(7.350, 0.67, 10.03%)、智慧能源(4.620, 0.42, 10.00%)、保变电气(5.530, 0.50, 9.94%)等超10股涨停。

消息面上,据央视网报道,科技端的基础设施建设的“新基建”,包括5G基建、特高压、城际高速铁路和城际轨道交通、充电桩、大数据中心、人工智能、工业互联网等七大“新基建”板块。

全天涨幅最大的5支沪港通

来源:东方财富网、同花顺、新浪财经、腾讯证券、华尔街见闻、辉立证券

联系我们开设账户

需要帮助吗?请分享您的详细资料,我们会给您答复。

IMPORTANT INFORMATION

This material is provided by Phillip Capital Management (S) Ltd (“PCM”) for general information only and does not constitute a recommendation, an offer to sell, or a solicitation of any offer to invest in any of the exchange-traded fund (“ETF”) or the unit trust (“Products”) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. You should read the Prospectus and the accompanying Product Highlights Sheet (“PHS”) for key features, key risks and other important information of the Products and obtain advice from a financial adviser (“FA“) pursuant to a separate engagement before making a commitment to invest in the Products. In the event that you choose not to obtain advice from a FA, you should assess whether the Products are suitable for you before proceeding to invest. A copy of the Prospectus and PHS are available from PCM, any of its Participating Dealers (“PDs“) for the ETF, or any of its authorised distributors for the unit trust managed by PCM.  

An ETF is not like a typical unit trust as the units of the ETF (the “Units“) are to be listed and traded like any share on the Singapore Exchange Securities Trading Limited (“SGX-ST”). Listing on the SGX-ST does not guarantee a liquid market for the Units which may be traded at prices above or below its NAV or may be suspended or delisted. Investors may buy or sell the Units on SGX-ST when it is listed. Investors cannot create or redeem Units directly with PCM and have no rights to request PCM to redeem or purchase their Units. Creation and redemption of Units are through PDs if investors are clients of the PDs, who have no obligation to agree to create or redeem Units on behalf of any investor and may impose terms and conditions in connection with such creation or redemption orders. Please refer to the Prospectus of the ETF for more details.  

Investments are subject to investment risks including the possible loss of the principal amount invested. The purchase of a unit in a fund is not the same as placing your money on deposit with a bank or deposit-taking company. There is no guarantee as to the amount of capital invested or return received. The value of the units and the income accruing to the units may fall or rise. Past performance is not necessarily indicative of the future or likely performance of the Products. There can be no assurance that investment objectives will be achieved.  

Where applicable, fund(s) may invest in financial derivatives and/or participate in securities lending and repurchase transactions for the purpose of hedging and/or efficient portfolio management, subject to the relevant regulatory requirements. PCM reserves the discretion to determine if currency exposure should be hedged actively, passively or not at all, in the best interest of the Products.  

The regular dividend distributions, out of either income and/or capital, are not guaranteed and subject to PCM’s discretion. Past payout yields and payments do not represent future payout yields and payments. Such dividend distributions will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value (“NAV”) of the Products. Please refer to <www.phillipfunds.com> for more information in relation to the dividend distributions.  

The information provided herein may be obtained or compiled from public and/or third party sources that PCM has no reason to believe are unreliable. Any opinion or view herein is an expression of belief of the individual author or the indicated source (as applicable) only. PCM makes no representation or warranty that such information is accurate, complete, verified or should be relied upon as such. The information does not constitute, and should not be used as a substitute for tax, legal or investment advice.  

The information herein are not for any person in any jurisdiction or country where such distribution or availability for use would contravene any applicable law or regulation or would subject PCM to any registration or licensing requirement in such jurisdiction or country. The Products is not offered to U.S. Persons. PhillipCapital Group of Companies, including PCM, their affiliates and/or their officers, directors and/or employees may own or have positions in the Products. Any member of the PhillipCapital Group of Companies may have acted upon or used the information, analyses and opinions herein before they have been published. 

This advertisement has not been reviewed by the Monetary Authority of Singapore.  

 

Phillip Capital Management (S) Ltd (Co. Reg. No. 199905233W)  
250 North Bridge Road #06-00, Raffles City Tower ,Singapore 179101 
Tel: (65) 6230 8133 Fax: (65) 65383066 www.phillipfunds.com