资讯 | 基建投资加速,中国中铁(601390)等基建股走强

资讯摘要
美股周一收高,主要股指尾盘强劲拉升。道指飙升近1300点,录得史上最大单日上涨点数,并创2009年以来最大日涨幅。市场仍在关注疫情发展及其对全球经济的影响。对全球央行或将再次联手救市的预期升温。金价反弹,油价大涨
 
美股资讯
北京时间3月3日凌晨,美股周一收高,主要股指尾盘强劲拉升。道指飙升近1300点,录得史上最大单日上涨点数,并创2009年以来最大日涨幅。市场仍在关注疫情发展及其对全球经济的影响。对全球央行或将再次联手救市的预期升温。金价反弹,油价大涨。截止收盘,道指收盘上涨1293.96点,或5.09%,报26703.32点;纳指涨384.80点,或4.49%,报8952.16点;标普500指数涨136.01点,或4.60%,报3090.23点。

道指创历史上最大单日上涨点数,以及2009年以来的最大单日最大百分比涨幅。此前道指的历史最大单日上涨点数是2018年12月创造的1290点。

道指30成分股悉数收高。苹果(298.81, 25.45, 9.31%)公司收高9.31%,成为涨幅最大的道指成分股。其他成分股中,沃尔玛(115.88, 8.20, 7.62%)收高7.61%,美国联合健康(273.11, 18.15, 7.12%)集团收高7.03%,微软(172.79, 10.78, 6.65%)收高6.65%,旅行者财产险(127.68, 7.87, 6.57%)集团收高6.58%,默沙东(81.37, 4.81, 6.28%)集团收高6.30%。

疫情持续蔓延令市场担忧

市场仍在评估新冠病毒疫情发展及其对全球经济的潜在影响。数据显示,新冠肺炎疫情近日持续在多国蔓延。韩国、伊朗、意大利等国确诊病例仍在增加。同时,法国、德国、美国等国感染人数也在上升。

焦点个股

特斯拉(743.62, 75.63, 11.32%)股价攀升。据报道称Model Y即将开始交付。

苹果申请触摸检测专利。这将改变苹果硬件对“手指靠在屏幕上”这种直接触摸输入模式的高度依赖。

京东(43.3, 4.79, 12.44%)宣布2019年第四季度营收、净利润均优于市场预期,且预计今年第一季度营收至少涨10%。

优信(1.62, -0.05, -2.99%)二手车官微针对近期媒体所报道的情况发布官方公告。公告称目前优信各项工作都在正常开展,没有停工更没有休克。

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2日,美股周五收盘涨跌不一,纳指尾盘转涨。本周美股创2008年金融危机以来最差周表现。市场担心新冠病毒的迅速传播可能对全球经济造成重大破坏。多国上报首例新冠肺炎病例。美联储主席鲍威尔称正在密切监控肺炎疫情,将采取适当的行动。周一开盘,恒指低开0.2%,随后呈V字型走势,一度涨0.9%。截止收盘,,恒生指数涨0.62%,报26291.68点;红筹指数涨1.89%,国企指数涨1.77%。

热点板块

建材水泥股上涨。中国建材(9.93, 0.00, 0.00%)涨10.21%;金隅集团(2.38, 0.00, 0.00%)涨8.68%;亚洲水泥涨6.03%。

华为概念股走高,中兴通讯(34.8, 0.00, 0.00%)涨7.91%,长飞光纤光缆(16.48, 0.00, 0.00%)涨6.87%;舜宇光学科技(127.4, 0.00, 0.00%)涨5.12%。

石油股上涨。中海油(11.14, 0.00, 0.00%)田服务涨5.2%;中国海洋石油涨4.31%;中国石油(3.1, 0.00, 0.00%)股份涨2.65%。

内房股上涨。融创中国(44.9, 0.00, 0.00%)涨5.65%;绿城中国(10.9, 0.00, 0.00%)涨6.24%;碧桂园(10.72, 0.00, 0.00%)涨3.88%。

中资券商股上涨。中金公司(15.22, 0.00, 0.00%)涨5.84%;光大证券(5.92, 0.00, 0.00%)涨3.86%;中州证券(1.63, 0.00, 0.00%)涨5.16%。

海航系集体走强,海航创新涨2.11%,海航控股涨2.25%。海航科技投资(0.54, 0.00, 0.00%)涨20%。消息面上,海航系上市公司公告称收到海航集团告知函:近日,海南省政府牵头会同相关部门派出专业人员共同成立了“海南省海航集团联合工作组”。联合工作组是全面协助、全力推进海航集团风险处置工作,并非接管海航集团。陈峰继续担任董事长,原经营团队保持不变。本次海航集团管理层结构调整,不涉及海航集团实际控制权的变化。

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2日,三大指数高开,开盘后迅速拉升,沪指涨逾2%,盘面上,大基建板块表现强势,房地产、券商板块拉升。临近上午收盘,指数涨幅再度扩大,深成指涨3%。午后,A股三大股指继续发力,集体涨逾3%,随后维持高位震荡,临近盘尾,深成指一度涨逾4%。总体上,两市个股普涨,市场氛围持续好转,赚钱效应较好,沪深两市成交额连续第九日破万亿元。截止收盘,沪指报2970.93点,涨3.15%,成交额为3972.44亿元(上一交易日成交额为4326.58亿元);深成指报11381.76点,涨3.65%,成交额为6320.86亿元(上一交易日成交额为6968.48亿元)。

从盘面上看,水泥、建筑装饰、医疗废物处理板块居板块涨幅榜前列,暂无板块表现弱势。

热门板块海航系概念走高,海航创新(2.480, -0.08, -3.13%)一度涨停,海航控股(1.770, -0.05, -2.75%)、海航科技(3.080, 0.00, 0.00%)等纷纷跟涨。

消息面上,海航系上市公司公告称收到海航集团告知函:近日,海南省政府牵头会同相关部门派出专业人员共同成立了“海南省海航集团联合工作组”。联合工作组是全面协助、全力推进海航集团风险处置工作,并非接管海航集团。陈峰继续担任董事长,原经营团队保持不变。本次海航集团管理层结构调整,不涉及海航集团实际控制权的变化。

动物保健概念走强,蔚蓝生物(26.770, 0.66, 2.53%)一字涨停,普莱柯(18.480, 0.37, 2.04%)、中牧股份(13.280, 0.42, 3.27%)等集体高开。

消息面上,非洲猪瘟疫苗创制成功。

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 

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