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《滬深兩市》上證全日微跌2點 創板倒跌0.6% 比亞迪跌3%
中國10月官方製造業PMI跌至49.2,官方非製造業PMI跌至52.4,均遜預期。10月財新製造業PMI 50.6則勝預期。內地昨日(10月31日)新增確診本土病例佔59例。人行今日開展100億元人民幣(下同)逆回購操作,單日淨回籠1,900億元。人民幣兌美元中間價大幅下調285點。上證深成低開後早市靠穩。A股午後走勢各異,上證偏軟,深成靠穩,創板表現較弱倒跌收市。滬深兩市成交額連續第七個交易日突破萬億元。 上證全日反覆偏軟微跌2點或0.08%,收報3,544點;深成指升25點或0.2%,收報14,476點;滬深300指數跌18點或0.4%,報4,890點;創業板指數倒跌18點或0.6%,收報3,331點,成交2,481億元。上證深成全日成交分別爲5,641億元及6,591億元。 中資金融股表現向好,工行(601398.SH)、建行(601939.SH)三季度業績增長穩健,股價分別升1.3%及1%。 發改委對中長協煤炭流向進行全過程閉環監管,內地煤炭價格一週內快速下跌近千元,煤炭股低開高走,冀中能源(000937.SZ)、晉控煤業(601001.SH)、山西焦化(600740.SH)、山煤國際(600546.SH)、山西焦煤(000983.SZ)回升1.9%-5.1%。 風電股顯着上揚,三峽能源(600905.SH)、雙一科技(300690.SZ)、東方電纜(603606.SH)升5.1%-7.6%。禾望電氣(603063.SH)漲停。內地沙漠、戈壁、荒漠地區大型風電光伏基地項目有序開工。 元宇宙、遊戲股持續造好,中青寶(300052.SZ)漲停。數碼視訊(300079.SZ)、湯姆貓(300459.SZ)、順網科技(300113.SZ)升4.9%-8.4%。Facebook正式更名爲Meta,擬以新面目迎接虛擬現實時代。 新能源汽車產業鏈概念股造好,英搏爾(300681.SH)、朗進科技(300594.SZ)、可立克(002782.SZ)、江蘇雷利(300660.SZ)漲停。 比亞迪(01211.HK)(002594.SZ)配H股淨集資137.4億港元,A股跌3%,造302元。寧德時代(300750.SZ)一度升6%,其後升幅回順收升1.7%,造650元。 據報內地多類茅臺酒價格全線大跌,貴州茅臺(600519.SH)跌1.3%。五糧液(000858.SZ)第三季淨利潤按年增11.8%,股價跌5.3%。 天齊鋰業(002466.SZ)首三季度虧轉盈賺5.3億元,鋰業高景氣度帶動公司產銷兩旺,股價跌5.4%。 贛鋒鋰業(01772.HK)(002460.SZ)表示在固態電池領域佈局較早,目前固態電池項目處於第二代固態電池研發階段,A股股價跌3.2%。 中興通訊(000063.SZ)指美國《安全設備法案》對公司海外業務影響有限,惟股價跌3.8%。(ta/k) ~
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