作者 | 独行侠 数据支持 | 勾股大数 据（www.gogudata.com） 01 电力与银行等一样，被资本市场视为偏防御性的红利板块。 一旦市场风险偏好走强，股价往往承压，反之亦然。 从 2021年开始，A股每年4月、5月均有一波"夏炒电"行情。 今年也不例外，电力指数早早从3月份开始上行，累计上涨近7%，成为A股同期领涨板块之一。 具体到个股来看， 今日 电力 板块 再 集体 大涨 ， 部分个股刷多年新高。 其中， 金龙机电、 通业 科技 斩获 2 0 CM 涨停， 此前 连续大涨 接近 翻倍 的 乐山电力、西昌电力等 个股 于近日回调后 也重新 开始反 弹。 此外，长江电力、华能水电等市值巨无霸也呈现上行态势。 | | | 5月8日A股电力概念股涨幅T0P10 | | | | --- | --- | --- | --- | --- | | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 5日涨跌幅 | | 300032 | 金龙机电 | 5.92 c | 20.08% | 51.02% | | 300960 | 通业科技 | 23.40 c | 20.00% | 30.09% | | 002130 | ...

华南理工校友创业，上海跑出一家电动工程机械IPO，市值约102亿港元 原创 阅读全文 格隆汇新股 ...

ETF进化论 历史上三次9点重磅会议后，市场发生了什么？ 原创 阅读全文 ...

作者 | 贝隆行业研究 数据支持 | 勾股大数 据（www.gogudata.com） 5 月 7 日，港、 A 股保险板块迎来了一波不错的上扬行情，其中，中国人寿、中国平安、新华保险在港股早间纷纷冲高，一度大涨超 3% 。 引发这一轮股价上涨的直接因素正是市场对重磅利好政策的积极反应和预期强化。 当日，中国人民银行、国家金融监管总局以及中国证监会联合召开了一场备受瞩目的新闻发布会，会上 人民银行 宣布推出 " 三类十项 " 的货 币政策组合拳。这一政策的核心目标在于通过增强市场流动性、有效降低融资成本以及精准地支持关键领域等一系列措施，为经济的高质量发 展注入强劲动力。 随着政策的发布，市场的焦点迅速转向了金融体系内的各大参与者，而保险行业作为其中的关键一环，自然成为了关注的热点。特别是作为国 内保险业龙头企业的中国平安 ， 如何在此轮政策红利中捕捉机遇 也成为当下市场投资人不容忽视的课题。 01 政策解读： 三大维度重塑金融生态，险资成关键枢纽 此次一揽子 政策的出台， 兼顾短期托底与中长期培育，通过结构性工具与总量工具的有机协同，释放出 " 稳就业、稳企业、稳市场、稳预期 " 的明确信号。 伴随 多维度 ...

Group 1 - The market experienced a high opening followed by a decline, with the military and chemical sectors leading the gains, indicating accelerated rotation of themes [1][2][3] - The major indices showed a mixed performance, with the Shanghai Composite Index rising by 0.8% to 3342 points, while the Shenzhen Component and ChiNext Index increased by 0.22% and 0.51% respectively [1] - The total trading volume reached 1.47 trillion, an increase of 132.1 billion from the previous day, reflecting heightened market activity and intensified capital competition [1] Group 2 - The military sector saw significant gains due to the escalation of the India-Pakistan conflict and the accelerated commercialization of the domestic C919 aircraft, with stocks like Chenxi Aviation hitting the daily limit [2] - The chemical sector reached new highs, driven by price increase expectations for titanium dioxide and fertilizers, along with improved performance and sustained institutional inflows [3][4] - Other sectors such as robotics and new materials also showed strong performance, with stocks like Quanzhi Co. and Zhongxin Fluorine Material gaining attention [5][6] Group 3 - There was a noticeable decline in AI-related stocks, with concepts like Kimi and Nvidia experiencing significant drops, indicating a shift in market focus [7][8] - The overall sentiment in the market showed a preference for trending stocks, with notable interest in stocks that have shown consecutive gains [9] - The technology sector faced challenges, with the market reacting negatively to financial policies aimed at stabilizing expectations, leading to a mixed performance in tech stocks [11][12]

ETF进化论 硬气放量上涨！5月大切换？ 原创 阅读全文 ...

一、指数表现与成交量 今日 A 股三大指数高开高走，节后 " 开门红 " 。 截至收盘，上证指数报 33 16.11 点，上涨 1.13 % ；深证成指报 100 82 . 34 点，上涨 1. 84 % ；创业板指表现最为强劲，收于 198 6 .4 1 点，涨幅达 1.97 % 。 3 、 鸿蒙概念、 AI 算力等细分领域活跃，慧为智能、 常山北明 等多股涨停，政策支持与 AI 应用 落地预期推动资金布局。 三、市场上涨动因 1 、 政策与基本面共振 五一假期消费数据亮眼（出游 3.14 亿人次，同比增长 6.4% ），内需修复提振市场信心。 除此之外， 政策加速落地与科技自主可控逻辑支撑结构性行情。 AI 、机器人 等产业政策持续加 码，叠加一季报业绩改善，科技成长主线明确。 2 、 外部环境与资金面 两市 全 日成交额达 1.33 亿元，较前一交易日放量 1 669 亿元，市场交投活跃度显著提升。全市 场 近 500 0 只个股上涨，呈现普涨格局。 二、板块分析 领涨板块： 1 、 可控核聚变板块爆发，中州特材、久盛电气等多股 20cm 涨停，主要受合肥 BEST 项目提前 启动的催化。该项目首次实现 ...

Core Viewpoint - The article discusses the successful IPO of a company founded by a young entrepreneur in Guangzhou, which has achieved an annual revenue of 400 million in the IDC sector, highlighting the potential of the industry and the impact of influential figures like Lei Jun [1] Group 1 - The company has successfully launched an IPO in Guangzhou, indicating strong market interest and investor confidence [1] - The annual revenue of the company is reported to be 400 million, showcasing its financial performance and growth potential in the IDC industry [1] - The involvement of Lei Jun, a prominent figure in the tech industry, is noted as a significant factor in the company's success, suggesting the importance of mentorship and networking in entrepreneurship [1]

Core Viewpoint - The A-share market has shown a strong rebound, particularly in technology stocks, with over 4,800 stocks rising, driven by multiple favorable factors and the release of earnings reports, especially in the AI sector [1][2][3]. Market Performance - As of the market close, the Shanghai Composite Index rose by 1.13%, the ChiNext Index increased by 1.97%, and the STAR 50 Index gained 1.39% [2]. - The AI technology stocks have rebounded significantly, with the ChiNext AI Index rising over 17.2% since its low on April 9, outperforming the ChiNext Index (+7.9%) and the CSI AI Theme Index (+14.1%) [3]. Sector Performance - Various sectors performed strongly, including office supplies (+4.66%), internet (+4.17%), education (+3.72%), and communication equipment (+3.58%), while sectors like soft drinks and oil & gas saw declines [5][6]. - Active concepts in the technology sector included controllable nuclear fusion, Huawei's HarmonyOS, and optical modules [5]. AI Sector Dynamics - The primary driving force behind the market rally is AI computing power, with recent news and earnings acting as catalysts for the sector [7]. - The launch of new AI models and upgrades in chip architecture, such as Huawei's Ascend 910C, have sparked interest in the tech community [9][10]. Earnings Reports - Major cloud service providers reported significant capital expenditures, with a total of $76.54 billion in Q1, a 64% year-on-year increase, indicating continued investment in AI despite economic uncertainties [13]. - Domestic companies in the computing power supply chain also reported strong earnings, alleviating concerns about a slowdown in AI spending [15][16]. Investment Strategy - The article emphasizes the importance of a long-term investment strategy in the AI sector, suggesting that investors should focus on industry development and market trading rhythms, employing a high sell-low buy approach [24][25]. - The AI sector is recognized as a key area for investment, with specific ETFs like the ChiNext AI ETF (159363) gaining significant traction, attracting 869 million yuan in investments this year [27][30]. Future Outlook - Despite recent challenges, the AI sector has shown resilience and is expected to continue its growth trajectory, similar to the historical development of the internet [33][34]. - Investors are encouraged to identify high-quality companies and investment tools, particularly during market corrections, to capitalize on the long-term potential of the AI industry [36].

湖南长沙跑出一家冷链IPO，三年累计派息2亿，却欠缴员工社保公积金 原创 阅读全文 格隆汇新股 ...