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《滬深》A股三大指數全日升1%至2.4% 滬指重上4,000點關 內房、電池及算力相關股走高
離岸人民幣兌美元漲至6.8157元,創2023年3月23日以來新高,日內漲約40點。人民幣兌美元中間價報6.8593,按日上調64點。內地3月新增社融5.23萬億元人民幣,新增人民幣貸款2.99萬億元人民幣,M2按年增長8.5%,均低於市場預期。人民銀行今日(14日)在公開市場開展10億元人民幣(下同)七天期逆回購操作,操作利率持平於1.4%。今日有5億元逆...
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《滬深》A股三大指數全日升1%至2.4% 滬指重上4,000點關 內房、電池及算力相關股走高
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離岸人民幣兌美元漲至6.8157元,創2023年3月23日以來新高,日內漲約40點。人民幣兌美元中間價報6.8593,按日上調64點。

內地3月新增社融5.23萬億元人民幣,新增人民幣貸款2.99萬億元人民幣,M2按年增長8.5%,均低於市場預期。人民銀行今日(14日)在公開市場開展10億元人民幣(下同)七天期逆回購操作,操作利率持平於1.4%。今日有5億元逆回購到期,單日淨投放5億元。

中國海關總署公布,以美元計價,中國3月進出口按年增長12.7%。其中出口增長2.5%,遜於市場預期增長8.6%;進口按年升27.8%,高於市場預期升13.9%。貿易順差511.3億美元遜預期。

A股三大指數高開高走,滬指重上4,000點之上,創板表現較好升逾2%。滬指全日高收報4,026點,升38點或1%,成交額9,984億元;深證成指全日近高收報14,639點,升232點或1.6%,成交額1.39萬億元;創業板指全日近高收報3,558點,升82點或2.4%,成交額6,558.5億元。

內銀股工商銀行(601398.SH)  +0.090 (+1.221%)   、建行(601939.SH)  +0.040 (+0.429%)   分別升1.2%及0.4%。此外,寧德時代(300750.SZ)  +3.660 (+0.857%)   倒升0.9%。市傳寧德時代考慮在港配售股份,擬籌不逾50億美元。比亞迪(002594.SZ)  -0.430 (-0.412%)   跌0.4%。電池股午後後炒上,聖陽股份(002580.SZ)  +2.090 (+10.010%)   及海科新源(301292.SZ)  +17.810 (+20.000%)   齊漲停。

內房股走高,南山控股(002314.SZ)  +0.250 (+10.040%)   漲停。世聯行(002285.SZ)  +0.160 (+5.369%)   升5.4%。中指院表示,若4月核心城市房市熱度能夠保持,將有助改善市場預期。招商蛇口(001979.SZ)  +0.360 (+4.439%)   、保利發展(600048.SH)  +0.220 (+3.839%)   、萬科A(000002.SZ)  +0.110 (+2.813%)   、綠地(600606.SH)  +0.060 (+4.054%)   及金地(600383.SH)  +0.080 (+2.867%)   升2.8%至4.1%。

國際油價反覆回落,「三桶油」中海油(600938.SH)  -0.410 (-1.076%)   、中石油(601857.SH)  -0.160 (-1.323%)   及中石化(600028.SH)  -0.050 (-0.858%)   跌0.9%至1.3%。油氣股中曼石油(603619.SH)  -1.190 (-3.193%)   及山東墨龍(002490.SZ)  -0.450 (-4.630%)   分別收跌3.2%及4.6%。

化肥股下挫,亞鉀國際(000893.SZ)  -5.810 (-9.706%)   及柳化股份(600423.SH)  -0.230 (-7.165%)   分別挫9.7%及7.2%。

晶片股上升,中芯國際(688981.SH)  +0.880 (+0.874%)   A股升0.9%。華虹(688347.SH)  +3.550 (+2.983%)   A股升3%。AI晶片股寒武紀(688256.SH)  +22.360 (+1.833%)   升1.8%。國產GPU股沐曦股份(688802.SH)  +3.800 (+0.623%)   及摩爾線程(688795.SH)  +4.350 (+0.729%)   分別升0.6%及0.7%。儲存股兆易創新(603986.SH)  +17.870 (+6.817%)   升6.8%。

算力相關股持續炒上,利通電子(603629.SH)  +7.270 (+10.003%)   、華盛昌(002980.SZ)  +5.830 (+9.998%)   及大為股份(002213.SZ)  +3.460 (+9.994%)   齊漲停。

軟件股金山辦公(688111.SH)  +14.790 (+6.328%)   大幅高開後升幅收窄,全日揚6.3%,料首季淨利潤按年增401.89%至472.81%。(ta/da)(A Shares quote is delayed for at least 15 mins.)

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