中美高層官員正在巴黎就經貿問題進行談判。人行展開1,373億元人民幣(下同)7天期逆回購,單日淨投放888億元。人幣中間價下調50點,報6.9057兌一美元。內地今早(16日)公布首兩月「三頭馬車」數據齊勝市場預期。內地A股三大指數今早表現分化,滬綜指半日跌29點或0.7%,報4,066點,成交6,735.34億元。深成指半日跌99點或0.7%,報14,181點,成交8,349.23億元。創板指數半日升5點或0.2%,報3,316點,成交3,469.17億元。
權重內銀股工行(601398.SH) -0.100 (-1.377%) 及建行(601939.SH) -0.070 (-0.705%) 半日升1%及近0.6%。國壽(601628.SH) -0.190 (-0.547%) 微升0.2%、中國平安(601318.SH) -0.380 (-0.698%) 跌1.2%。比亞迪(002594.SZ) -2.630 (-2.740%) 半日升3.6%、寧德時代(300750.SZ) -3.170 (-0.759%) 升2.7%。
主要國產晶片代工商中芯(688981.SH) +14.920 (+12.557%) 跌0.5%、華虹(688347.SH) +26.260 (+17.537%) 半日升2.1%。國產GPU股沐曦股份(688802.SH) +18.100 (+2.404%) 及摩爾線程(688795.SH) +6.810 (+0.951%) 跌1.2%至1.8%。AI晶片股寒武紀(688256.SH) +31.770 (+2.408%) 半日跌2%。存儲芯片概念表現活躍,佰維存儲(688525.SH) +1.480 (+0.472%) 半日升8.7%,收報227.98元創歷史高。
中東局勢緊張,「三桶油」早市窄幅分化,中石油(601857.SH) +0.030 (+0.260%) 、中海油(600938.SH) +0.740 (+2.004%) 微跌0.1%至0.3%、中石化(600028.SH) -0.040 (-0.780%) 升0.3%。中遠海能(600026.SH) +0.450 (+2.075%) 升1.9%。
白酒板塊逆市造好,五糧液(000858.SZ) -0.280 (-0.326%) 、貴州茅台(600519.SH) -9.800 (-0.740%) 升1.5%至2.8%、皇台酒業(000995.SZ) +0.140 (+0.985%) 、金徽酒(603919.SH) +1.850 (+10.027%) 、酒鬼酒(000799.SZ) -0.380 (-0.907%) 升3.3%至6.5%。
金礦、銅礦股走低,紫金(601899.SH) -0.760 (-2.439%) 、洛陽鉬業(603993.SH) -0.190 (-1.045%) 、江銅(600362.SH) +0.840 (+1.904%) 跌2.9至4.7%、山東黃金(600547.SH) -0.440 (-1.426%) 跌6.6%。稀土永磁板塊向下,英威騰(002334.SZ) -0.140 (-1.507%) 跌停、金力永磁(300748.SZ) +0.260 (+0.778%) 跌2.6%。(da/a)(A股報價延遲最少十五分鐘。)
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