A股节前交易趋于平淡，港股配置价值更优市场回顾及策略前瞻：北向资金再次净流入：大类资产表现：权益大势回顾：行业比较概览：风险提示：要点oPtQrPvMoPnNoRmPqPnRrQ8ObPaQpNnNsQqRlOrRoMeRoOuM7NpNsRMYsOtOuOmRoQ3000320034003600380040004200440046004800价格:螺纹钢:HRB40020mm:上海期货收盘价(活跃合约):螺纹钢30003500400045005000价格:热轧板卷:Q235B:3.0mm:上海期货收盘价(活跃合约):热轧卷板4505506507508509501050市场价:动力煤(Q5500,山西产):秦皇岛期货收盘价(活跃合约):动力煤0102030405060703.53.94.34.75.15.55.9商业原油库存:全美(亿桶)WTI现货价右050,000100,000150,000200,000250,000300,000350,000库存:PVC:华南仓库库存:PVC:华东仓库50,000100,000150,000200,000250,000社会库存:PE:华东050,000100,000150,000200,000250,000社会库存:PP:华东2004006008001000120014001600100200300400500600700800主要建筑钢材生产企业库存:螺纹钢库存:螺纹钢(全国35个地区螺纹钢库存之和)130135140145150155160165水泥价格指数:全国202836445260687684505560657075高炉开工率:全国唐山钢厂:高炉开工率(右)-4-20246810伦敦现货黄金即期汇率:美元对人民币上证综指美元指数创业板指恒生指数美国国债收益率:10年道琼斯工业指数标普500纳斯达克综指WTI原油现货价11011512012513013514014515015522002350250026502800295031003250340035503700180001900020000210002200023000240002500026000270002800029000300003100032000美国:道琼斯工业平均指数上证综指（右轴）100012001400160018002000220024002600280030003200340060006500700075008000850090009500100001050011000115001200012500130001350014000纳斯达克指数创业板指（右轴）5152535455565758595美国:标准普尔500波动率指数(VIX)24002600280030003200340036003800200400600800100012001400A股成交量:日均(亿股）上证指数240026002800300032003400360038000.30.81.31.82.32.82020-022020-032020-042020-052020-062020-072020-082020-092020-102020-112020-122021-012021-022021-03全部A股换手率上证综指(右轴）-600-500-400-300-200-1000上证50指数中证500指数沪深300指数创业板指数较上周值较2021年以来均值-4-20246810-2-101234一周涨跌幅（%）今年以来涨跌幅(%，右）0%2%4%6%8%10%12%14%上证50沪深300中证500创业板指恒生指数4050607080810121416182020-12020-42020-72020-102021-1PETTM...
