水皮杂谈 一家之言 兼听则明 偏听则暗 高手过招 点到即止 盘面消息 A股三大指数今日走势分化，截止收盘，沪指跌0.01%，收报3853.30点；深证成指涨 0.67%，收报13445.90点；创业板指涨1.58%，收报3235.76点。 沪深两市成交额达到 23711亿，较昨日放量443亿。 老水看盘 指数失真虽是老问题，但从未像当下这般严重，尤其在深 证 市场。今 天 深成指收盘上涨 0.67% ，创业板指上涨 1.58% ，沪深 300 上涨 0.6% ，指数表现看似向好，个股却惨不 忍睹。 深 证 市场内，上涨个股仅 779 家，下跌个股达 2091 家；创业板上涨个股 399 家，下跌 个股 977 家。相比之下，上证综指表现相对克制，收盘微绿，下跌个股 1587 家，上涨个股 约 680 家，大体反映了多数股票的走势。 今 天 两市成交额合计 2.37 万亿元，与昨 天 相差不大。资金层面，主力资金净流出 374 亿元，北 向 资金大单净流出 320 亿元，这与昨 天 形成鲜明对比。 近一段时间，主力资金及北 向 资金大单基本呈现盘中净流出态势。今 天 全部 5000 余家 上市 公司股价中位数为 ...

Market Overview - A-shares experienced a strong performance today, with major indices closing higher: Shanghai Composite Index up 0.83% at 3853.64 points, Shenzhen Component Index up 1.80% at 13356.14 points, ChiNext Index up 2.28% at 3185.57 points, and STAR Market 50 Index up 3.49% at 1456.47 points [3][4] - The total trading volume in the Shanghai and Shenzhen markets reached 23.268 billion, a decrease of 1.676 billion compared to the previous day [3][4] Market Dynamics - The market opened significantly lower, with the Shanghai Composite Index down 0.45%, Shenzhen Component down 0.67%, and ChiNext down 0.79%. At the opening, 3880 stocks were down while only 975 were up [4][5] - After 10:40 AM, the market reversed its trend, led by strong performances in the photolithography, chip, and semiconductor sectors, which were among the top gainers [5][6] Sector Performance - The electronic chemical sector, primarily focused on photolithography, rose by 5.50%, while the semiconductor sector increased by 4.39%. Other sectors like photovoltaic, energy metals, and batteries also performed well, with gains between 2.6% and 3% [5][6] - Notably, the real estate sector saw unusual activity due to companies with technology investment concepts, rather than a genuine rebound in the sector itself [6] Key Events - Alibaba's Cloud Summit coincided with the market's performance, where CEO Wu Yongming announced significant investments and collaborations, including a partnership with NVIDIA, which positively impacted Alibaba's stock and the broader tech sector [6][7][8] - The market reacted positively to news of potential price increases from TSMC, contributing to a bullish sentiment in the semiconductor sector [8] Conclusion - The day's market characteristics can be summarized as strong stocks leading the rebound, followed by micro-cap stocks catching up, with blue-chip stocks providing support [9]

水皮杂谈 一家之言 兼听则明 偏听则暗 且战且退 盘面消息 A股三大指数今日宽幅震荡，截止收盘，沪指跌0.18%，收报3821.83点；深证成指跌 0.29%，收报13119.82点；创业板指涨0.21%，收报3114.55点。 沪深两市成交额达到 24944亿，较昨日放量3729亿。 老水看盘 V 字形象征着胜利，但今 天 大盘却难给人这种感受。 明确扮演了护盘角色，四大行涨幅均在 2%-3% 之间，开盘后便一路强势拉升，银行板块全 天上涨 1.28% 。 除此之外， YYDS 的 其他核心权重股亦全员发力支撑盘面。其中，中国移动上涨 1.1% ， 中国石油上涨 0.4% ，长江电力上涨 0.7% ，中国神华上涨 0.91% 。正是得益于 " 四大金 刚 " 的强势表现，上证指数全天多数时间跌幅小于深 证 指数。 "纪联海" 今 天 表现萎靡，寒武纪下跌 3.45% ，工业富联上涨 0.52% ，海光信息下跌 2.51% ； 中芯国际下跌 0.32% 。 "易中天" 则呈现高开低走态势，但尾盘时扮演了反弹先 锋角色，从平盘附近一路上涨至收盘，涨幅约 3% 。而这一时间段恰好是三大指数触底反弹 的时刻 。 因 ...

水皮杂谈 一家之言 兼听则明 偏听则暗 五味杂陈 盘面消息 A股主要指数今日集体上涨，截止收盘，沪指涨0.22%，收报3828.58点；深证成指涨 0.67%，收报13157.97点；创业板指涨0.55%，收报3107.89点；科创50指数涨3.38%， 收报1408.64点。 沪深两市成交额21215亿，较上交易日缩量2023亿。 老水看盘 成也萧何，败也萧何。 今 天 沪深两市三大指数全线飘红，券商在这其中扮演了不可或缺的角色，至少三次力挽狂 澜，将指数从大跌边缘硬生生拉回。第一次发生在上午 10:02 ，第二次在中午 11:20 ，最 后一次在下午 14:07 。彼时指数均处于大跌边缘，且均呈现下跌屡创新低的态势。 券商上周扮演压盘角色，今 天 则转为护盘角色。最终，券商板块在中信证券的带动下上涨约 1% ，位列涨幅榜前列。 整个市场今 天 成交量仅 2 .11 万亿，属于缩量反弹格局。下跌个股数量仍远多于上涨个股， 其中下跌 2990 家，上涨 21 52 家。 盘面上，热点与强势板块仍集中在科技股。除贵金属（黄金、白银）板块上涨 6.18% 外，消 费电子、半导体、通讯服务涨幅居前，分别上涨 2.7 ...

老水看盘 市场上有两只手，一只 手 叫无形之手，一只 手 叫有形之手。 有形之手显而易见， 现在 希望市场能够降温， 所以 动用了证券、银行、保险等权重指标股 压制指数，同时也发出了相应信号，可称之为 "秀肌肉"。而无形之手则秉持"一万年太久，只 争朝夕"的心态，追涨杀跌、鞭打快牛，围绕科技股反复炒作。赌的是管理层不会自毁长城， 即便要给市场降温，也不会痛下杀手。目前来看，双方僵持不下，谁也无法说服谁。 当前市场正处于 "神仙打架，小鬼遭殃"的局面。之所以这么说，是因为今 天 指数看似跌幅 不大，但个股下跌幅度却十分显著。具体来看，上证指数仅下跌 0.3% ，深证指数直至收盘 前才翻绿，跌幅仅 0.04% ，创业板指也仅下跌 0.15% 。然而，下跌个股数量达 3904 家，上涨个股仅 1910 家； 关键是今天 涨停个股虽有 59 家，但跌停个股多达 26 家， 跌 停个股 较昨 天 的 4 家大幅 放大 ，且跌停个股基本为题材股、概念股等炒作类小盘股，例 如上海建工、首开股份、金发科技、卧龙电驱均跌停，深 证 市场的苏宁环球、景兴纸业也出 现跌停。 水皮杂谈 一家之言 兼听则明 偏听则暗 顺势者昌 逆势者 ...

水皮杂谈 一家之言 兼听则明 偏听则暗 物极必反 盘面消息 A股三大指数今日集体回调，截止收盘，沪指跌1.15%，收报3831.66点；深证成指跌 1.06%，收报13075.66点；创业板指跌1.64%，收报3095.85点。 沪深两市成交额达到 31352亿，较昨日大幅放量7584亿。 老水看盘 风云突变，上午低开高走 的股市 ，到了下午却呈 "瀑布流"走势，整体形态可谓"飞流直下三 千尺"。截至收盘，上证指数下跌 1.15% ，深成指下跌 1.06% ，创业板指下跌 1.64% 。 两市个股中，上涨的仅 964 家，下跌的则达到 4215 家，成交金额突破 3 万亿元，达 3.1 万亿元。总体来看，今 天 股市一方面是大幅下跌，另一方面是成交量放量，尤其值得一提的 是，上证指数距离 3900 点仅差一点点。对于一心想突破 3900 点的投资者而言，也算接近 达成心愿。但对于空头来说，并未让多头完全实现目标。从这个层面来讲，空头与多头再次达 成了平衡。 今 天 股市堪称 "多空大决斗"，核心原因在于明天是股指期货交割日。有经验的投资者都知 道，股指期货交割日当天波动通常很大，这与结算环节密切相关。从今 天 ...

Core Viewpoint - The current market is characterized by a tug-of-war between bulls and bears, with indices showing upward movement but individual stock performance indicating a more complex scenario [2][3]. Market Overview - All three major A-share indices rose today: Shanghai Composite Index increased by 0.37% to 3876.34 points, Shenzhen Component Index rose by 1.16% to 13215.46 points, and ChiNext Index climbed by 1.95% to 3147.35 points [1]. - The total trading volume in the Shanghai and Shenzhen markets reached 23,767 billion, a slight increase of 353 billion compared to the previous day [1]. Individual Stock Performance - The main drivers for the index rise were Ningde Times and Dongfang Caifu, which represent their respective sectors. Ningde Times, a leader in the energy storage sector, saw a significant intraday increase, peaking at nearly 8% before closing with a rise of approximately 6.7% [3]. - Dongfang Caifu, representing the brokerage and fintech sector, also performed well, reaching a peak intraday increase of about 2.85% and closing with a rise of 1.8% [4]. Sector Analysis - The performance of these two stocks had a substantial impact on the Shenzhen index, particularly the ChiNext index, and influenced the sentiment of many other stocks, which fluctuated in response to the movements of these two stocks [5]. - The brokerage sector, represented by Dongfang Caifu, saw an overall increase of 0.93%, significantly higher than the Shanghai Composite Index, with smaller brokerages performing better while larger ones faced declines [5]. Market Dynamics - A notable observation was the significant sell orders from major brokerages and financial institutions during the closing period, indicating potential bearish sentiment despite the overall index rise. For instance, major brokerages like CITIC Securities and Guotai Junan showed substantial sell orders at critical price points [6]. - The market is currently approaching the psychological level of 3900 points, which may lead to a conflict between bullish expectations and market realities. The behavior of financial stocks suggests a warning to bulls that a consensus between bulls and bears is necessary for market stability [7].

水皮杂谈 一家之言 兼听则明 偏听则暗 静水深流 盘面消息 A股三大指数今日集体红盘报收，沪指涨0.04%，收报3861.87点；深证成指涨0.45%，收 报13063.97点；创业板指涨0.68%，收报3087.04点。 沪深两市成交额达到23414亿，较 昨日放量640亿。 老水看盘 今天 是看上去很美的一天 ，风和日丽，阳光明媚。 三大指数全线上涨，上证指数涨幅较小，为 0.04% ；深证成指上涨 0.45% ；创业板指数涨 幅相对高 一些 ，达 0.68% 。关键是今 天 个股表现亮眼，上涨个股数量达 3629 家，下跌 个股仅 1689 家。 成交量方面，并未持续萎缩，反而较此前放大 600 亿，今 天 总成交量达 2.30 万亿。此前 不少人担心成交量会跌破 2 万亿，从今 天 情况来看，这一担忧 有些多余 。 尽管成交量有所放大，主力资金流出的态势并未改变，今 天 全天主力资金净流出 449 亿； 北 向 大单同样呈流出状态，规模达 430 亿。 从主要指数表现可看出，今 天 盘面以前期滞涨的小盘股为主导，这一特征与股指期货表现基 本吻合。具体来看，对应上证 50 的股指期货 IH 下跌 0.3 ...

Market Overview - A-shares showed mixed performance today, with the Shanghai Composite Index down 0.26% closing at 3860.50 points, while the Shenzhen Component Index rose 0.63% to 13005.77 points, and the ChiNext Index increased by 1.52% to 3066.18 points [3][5] - The total trading volume in the Shanghai and Shenzhen markets reached 22.774 billion, a decrease of 2.435 billion compared to the previous trading day [3] Key Stock Movements - Contemporary Amperex Technology Co., Ltd. (CATL) opened 6% higher, reaching a peak of 371.52 CNY per share, a 14.15% increase, before closing at 345 CNY, with a final gain of 9.14% [4] - CATL's significant rise had a transformative impact on the indices, contributing 71 points to the Shenzhen Component Index, while BYD contributed 12.5 points, together accounting for 83.5 points of the index's total increase [6] Market Sentiment and Capital Flow - The market experienced a substantial contraction in trading volume, with a total decrease of 2.3 billion throughout the day, and a net outflow of 646 million in main funds, including a 567 million outflow from northbound trading [7] - The technology sector was a focal point, with semiconductor stocks initially rising but ultimately closing lower, indicating a decline in investor enthusiasm for the chip sector [7][8] Individual Stock Performance - In the Shanghai market, stocks like Cambricon Technologies and Industrial Fulian saw declines of 3.23%, while Haiguang Information rose by 5.32% [6] - The ChiNext market showed a similar trend, with stocks like Newyeason and Zhongji Xuchuang dropping around 2.15% to 2.40% [6] Regulatory News Impact - A significant development occurred with the announcement from China's State Administration for Market Regulation regarding an investigation into NVIDIA for potential antitrust violations, which negatively impacted NVIDIA's pre-market trading in the U.S. [8][9]

以下文章来源于刘晓博说财经 ，作者刘晓博 刘晓博说财经 . 水皮杂谈 一家之言 兼听则明 偏听则暗 今天晚上传来重磅消息： 中美在芯片等领域爆发新一轮博弈。 先传来的消息是：商务部就美国把中方23家企业列入出口管制实体清单答记者问。 原创的财经评论，独立的观察视角，深度的市场剖析。 根据多家媒体报道，被列入实体清单的23家企业中，有13家是半导体与集成电商相关企业，包括复旦微电子 在多个城市的公司，以及上海华岭集成电路、吉姆西半导体科技、楠菲微电子等。 还有3家生物技术企业，2家航天遥感量子相关研究所，以及2家工业软件和3家供应链企业被纳入实体清单。 随后，商务部连发了两个公告，具体如下： 根据美国商务部工业与安全局（BIS）的公告，这些半导体企业无法获得海外相关产业链的供应（断供）。 第一个公告会引发什么结果，尚不完全清楚；第二个公告很明显，是针对"原产于美国的进口模拟芯片"。 中国是全球最大的电子产品生产和消费市场，也是模拟芯片的最大消费市场，每年进口模拟芯片超过3000亿 元。而从美国进口的模拟芯片，占了相当比例。主要生产商包括 德州仪器、ADI、安森美等。 此次反倾销调查，叠加此前以"流片地"认定芯片 ...