A股立讯精密盘中跌5.09%，成交额超44亿元。 ...

A股立讯精密（002475）盘中跌5.09%，成交额超44亿元。 "聪明钱"流向曝光！暗盘资金破解主力操盘密码>> ...

市场调整！抄底就选宽基指数>> 立讯精密（002475）跌幅扩大至5.12%，VRETF(159786)持有该股票10.21%，当前跌幅为1.94%，成交 额191.45万元。 ...

A股复盘 | 电风扇行情 / 2025.04.14 听说今天又是那种"周末狠狠学习但是周一猛亏"的行情？ 听说今天又是那种"好多概念发酵但是收盘被套"的行情？ 今天a股热点轮动: 果链 AI 眼睛 内外贸一体化 体育 核聚变 电力 锦 CIPS 三胎 东盟铁路, 摩托车, 海南, 汽 车,必选消费,910C,中概回 流, 互金 ..... 但凡抓住一个 你收盘就套佳晨 Datayes 今日A股 我看大家都在为到底豁没豁免中国而吵架，没什么好吵架的， 此前对等关税政策 已经豁免了被单独征收关税的行业，比如汽车、钢铝等，因此结合特朗普的增税 计划，之后很可能会针对半导体、芯片等行业额外加征关税。 当然特朗普也这么预告了，无论是Truth Social，还是对记者，他都是这么表态 的！ 美国商务部长霍华德·鲁特尼克周日在接受ABC《本周》节目采访时表示，智能 手机、计算机及部分其他电子产品将适用单独的关税，这些关税可能会在大约一 个月后实施。 虽然我们一直调侃特朗普像个舔狗一样在等我们的电话，事实上双方的态度都很 强硬，离谈判还有好长一段时间呢！ 做好心理准备！ 今天这个出口数据大超我的预期，一开始海关总署开发布会 ...

作 者丨孙永乐,张赛男 编 辑丨曾静娇,骆一帆,视频剪辑张赛男 4月1 4日，A股苹果产业链开盘大涨。 早盘，Wi n d苹果概念指数一度冲高逾4个点，后有所回落，截至1 4：0 5，涨幅1 . 6 1%。 个股方面，超声电子涨 停 ，截至发稿，涨幅达9 . 9 9%，科森科技、美盈森、得 润电子 等多只 个股上涨。 果链"三巨头"歌尔股份、立讯精密、蓝思科技均早盘冲高，但后有所回落。 A股苹果概念股表现 来源：wi n d 截至1 4时0 5分 港股苹果概念股同样开盘走强，随后冲高回落。 消息面上，据新华社报道， 美国政府相关网络平台11日晚悄然发布信息，对智能手机、笔记 本电脑、芯片等电子产品豁免所谓"对等关税"。 据华泰证券研报，本轮关税政策影响品牌包 括苹果、三星、联想、Me t a等，豁免清单中包含手机、PC与服务器产品。 南财快讯记者以投资者身份致电朝阳科技，相关人士回应，暂不清楚此次豁免部分产品"对等 关税" 对公司的影响，这取决于市场情况。关于公司部分产品是否在豁免范围内，暂时未接到 具体通知。 公开资料显示，朝阳科技成立于2 0 0 5年3月，于2 0 2 0年4月在深交所挂牌上市，主营业务 ...

长按即可参与 A股三大指数集体反弹，截至午盘，沪指涨0.86%，深成指涨0.91%，创业板指涨0.82%。全市场半日成交额 8621亿元，全市场超4800只个股上 涨。 社融以及最新的贸易数据向好，支撑市场走强，但是特朗普政府关税政策的不确定性对市场仍形成了一定扰动。 一起来看最新的消息。 01 特朗普又变卦！ 这条消息也在周末刷屏了，但是事件马上迎来反转。就在刚刚， 特朗普于当地时间4月13日（周日）表示，下周将宣布半导体关税税率，并将在不 久的将来生效。 美国商务部长霍华德·卢特尼克（Howard Lutnick）也表示：特朗普政府免除智能手机、电脑和其他电子产品全面"互惠"关税的举措只是一项临时 措施，这些设备将被即将实施的基于行业的关税所覆盖。 "这不是永久性的豁免。（特朗普）只是在澄清， 这些不是各国可以通过谈判解决的。这些都是事关国家安全的东西， 我们需要在美国制造，"他 在一档节目中说。 根据卢特尼克的说法，被排除在外的设备，如智能手机、电脑、路由器和其他电子产品，可能会被包括在特朗普总统即将对半导体征收的关税范围 内。 "所以，他（特朗普）所做的是， 这些产品虽不受互惠关税的限制，但它们被包括 ...

Group 1 - Main capital inflow observed in sectors such as non-ferrous metals, transportation equipment, and machinery, while significant outflow occurred in electronics, semiconductors, and basic chemicals [1] - The electronics sector experienced a net outflow exceeding 4.3 billion yuan [1] - Individual stock performance showed that Sairisi saw an increase with a net capital inflow of 573 million yuan, leading the gains [1] Group 2 - Zijin Mining, Qingdao Kingking, and Zhongji Xuchuang also received notable net capital inflows [1] - Luxshare Precision faced a substantial net sell-off exceeding 1.3 billion yuan, indicating a significant capital outflow [1] - Other companies such as Quartz Co., GoerTek, and Shenzhen Huachuang experienced considerable net outflows [1]

本周三大指数集体下跌，沪指周跌3.11%。秋乐种业周涨幅达96.77%，金山办公获主力资金加仓超5亿元，宁德时代获融资净买入居首，立讯精密获500家机 构关注。多图速览>> 本周（4月7日至4月11日）A股三大指数集体下跌，沪指周跌3.11%，深成指跌5.13%，创业板指跌6.73%。 ►牛熊股：11只个股涨超40%，这只种业股周涨幅居首 Wind数据显示，本周（4月7日至4月11日）共有25只个股涨幅超30%，11只个股涨超40%。 秋乐种业涨幅居首，周涨幅达96.77%。华光源海、连云港、国芳集团涨幅居前，分别为76.96%、61.41%、61.07%。 跌幅榜中，本周23只个股跌幅超20%，C瑞林周跌41.14%居首，首航新能、浙江华业跌幅分别为30.34%、29.68%。 | 证券间称 | 周涨跌幅 | 证券简称 | 周涨跌幅 | | --- | --- | --- | --- | | 秋乐种业 | 96.77% | C瑞林 | -41.14% | | 天米道短 | 76.96% | 首航新能 | -30.34% | | 连云港 | 61.41% | 浙江华业 | -29.68% | | 国芳集团 | ...

金十数据4月11日讯，4月11日，沪深两市全天成交额合计13486.65亿元，较上一日缩量2608.03亿元。其 中，沪市成交额为5807.91亿元（上一交易日为6823.57亿元），成交量为4.76亿手（上一交易日为5.91亿 手）；深市成交额为7678.74亿元（上一交易日为9271.11亿元），成交量为6.38亿手（上一交易日为7.98 亿手）。立讯精密成交额居首，为86.24亿元。其次是宁德时代、中芯国际、比亚迪、东方财富，成交 额分别为66.97亿元、66.35亿元、66.22亿元、65.4亿元。 沪深两市今日成交额合计13486.65亿元，立讯精密成交额居首 ...

Summary of the Conference Call for Luxshare Precision Industry Co., Ltd. Industry Overview - The conference call primarily discusses the impact of recent changes in tariff policies between the U.S. and China on the consumer electronics manufacturing industry, particularly focusing on Luxshare Precision Industry Co., Ltd. [3][21] Key Points and Arguments 1. **Impact of Tariff Changes**: The recent tariff changes have exceeded market expectations, particularly the U.S. tariffs on products from Southeast Asian countries. Although most products from Luxshare do not export to the U.S., some finished products have been affected, leading to potential production shifts to lower-tariff regions [3][4] 2. **Production Capacity Transfer**: The likelihood of large-scale production capacity transfer from Vietnam to other countries is low unless tariffs in Vietnam exceed those in other countries by 10%. Vietnam's advantages in supply chain connectivity and logistics make it less likely for brands and manufacturers to disrupt existing value chains [4][5] 3. **Cost Sharing Mechanism**: Increased tariff costs are typically shared between supply chain customers and end consumers, rather than being fully borne by manufacturers. The specific sharing ratio depends on market negotiations and the bargaining power of each party [6] 4. **Customer Collaboration**: When facing increased tariffs, customers usually collaborate with suppliers to enhance competitiveness rather than directly passing cost pressures onto manufacturers. Historical data shows that cost pressures due to tariffs have not been directly transmitted to manufacturers [7][8] 5. **Competition Landscape**: The competitive landscape of the consumer electronics industry is not expected to change significantly due to tariff variations. Geopolitical factors and local policies have already influenced the market, and the core competitiveness of companies remains crucial [8][9] 6. **Production Timeline**: If customers require production capacity to be established in low-tariff regions, the fastest timeline for Luxshare to complete production lines is estimated to be between one to one and a half years [14] 7. **Global Tariff Policy Changes**: The current global tariff policy changes are not expected to have a large-scale impact on the consumer electronics manufacturing and automotive industries. The overall market structure remains relatively stable despite tariff fluctuations [21][22] 8. **Inventory Management**: Some companies are preparing inventory in advance to respond to fluctuations in U.S. market demand, but this practice is not widespread. Most companies are only slightly adjusting their inventory levels due to capacity constraints across the entire supply chain [23] 9. **Manufacturing Return to the U.S.**: The feasibility of manufacturing returning to the U.S. is questioned, as it requires a complete and long-term industrial chain, which is currently challenging for the consumer electronics sector. However, high-automation products may have some potential for U.S. production [12] 10. **Regional Production Strategies**: The discussion indicates that while there are considerations for production in regions like India, Mexico, or Brazil, the current conditions do not favor such moves. Vietnam remains a strong manufacturing base due to its established ecosystem [10][11] Other Important Insights - **Tariff Calculation**: Export tariffs are calculated based on the terminal export price, and there may be potential for tariff exemptions based on origin rules, although this remains uncertain [26] - **Flexibility in Global Layout**: Companies are encouraged to maintain a flexible global layout to quickly adapt to policy changes and reduce costs, as demonstrated by Luxshare's established factories in multiple countries [25] - **Market Dynamics**: The dynamics of the consumer electronics market are influenced by various factors, including tariffs, exchange rates, and overall competitiveness, which should be prioritized over panic regarding external changes [28]