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A股午评:股指探底回升集体翻红,创业板半日涨0.65%,化工概念爆发,有色金属及光通讯概念股回升,大消费板块下挫
Jin Rong Jie· 2026-02-06 03:43
2月6日,A股三大股指无惧外围暴跌压力,低开后迅速回升集体实现翻红,截至午盘,沪指上涨4.40 点,涨幅0.11%报4080.31点,深成指上涨90.46点,涨幅0.65%报14043.17点,创业板指上涨21.17点,涨 幅0.65%报3281.45点。沪深两市半日成交额1.38万亿,全市场超3800只个股上涨。 盘面热点快速轮动,化工(核心股)板块集体走强,沧州大化、金牛化工、百川股份、百合花涨停。人 形机器人(核心股)概念表现活跃,五洲新春、联诚精密、天奇股份涨停。有色金属(核心股)板块回 暖,湖南黄金、翔鹭钨业涨停。光通信概念震荡回升,杭电股份6天5板。中药概念开盘活跃,特一药业 涨停。下跌方面,大消费板块集体下挫,白酒、旅游酒店方向跌幅居前,皇台酒业跌停,大连圣亚触及 跌停。 多板块逆势上扬成市场亮点 中药(核心股)概念高开高走,盘龙药业、特一药业双双涨停,陇神戎发、生物谷、粤万年青高开超 12%,佛慈制药、新天药业等跟涨。 白酒(核心股)行业近期面临着一定的压力,一方面,春节前后的消费旺季已经过去,市场需求有所回 落;另一方面,行业竞争加剧,一些中小白酒企业为了抢占市场份额,采取了降价促销等手段, ...
AI概念股走低,科创创业人工智能相关ETF跌超2%
Sou Hu Cai Jing· 2026-02-06 02:17
Group 1 - AI concept stocks declined, with Kunlun Wanwei dropping over 8%, Chipone falling over 5%, and Xinyi Sheng and Zhongji Xuchuang both decreasing over 4% [1] - The AI-related ETFs in the Sci-Tech and Entrepreneurship sector fell by more than 2% due to market influences [1] Group 2 - Various AI-related ETFs showed the following price changes: - ICBC Sci-Tech Entrepreneurship AI ETF at 1.073, down 2.81% - Yongying Sci-Tech Entrepreneurship AI ETF at 1.043, down 2.52% - Huatai-PB Sci-Tech Entrepreneurship AI ETF at 1.083, down 2.52% - E Fund Sci-Tech Entrepreneurship AI ETF at 1.088, down 2.51% - Penghua Sci-Tech Entrepreneurship AI ETF at 1.052, down 2.41% - Morgan Sci-Tech Entrepreneurship AI ETF at 1.056, down 2.49% - Invesco Sci-Tech Entrepreneurship AI ETF at 1.057, down 2.40% [2] Group 3 - Analysts indicate that AI is the core driving force of a new technological revolution, with its greatest value lying in creating new possibilities rather than merely enhancing efficiency [2] - Large model technology is profoundly reshaping the global industrial landscape, with potential to bring incremental commercial value worth trillions of yuan to the financial industry, transitioning from efficiency enhancement to value creation [2] - The iterative development of large models faces challenges such as technological bottlenecks, high investment costs, and the need to balance with regulatory frameworks [2]
A股光模块、CPO概念股继续调整 新易盛跌超6%
Ge Long Hui· 2026-02-06 01:47
格隆汇2月6日|源杰科技、新易盛跌超6%,中际旭创跌超5%,四会富仕、剑桥科技、生益科技跟跌。 ...
成都7家企业登上“中国500强”
Xin Lang Cai Jing· 2026-02-05 20:15
本报讯 (成都日报锦观新闻记者 杨富) 2月5日,胡润研究院发布《2025胡润中国500强》,列出了中 国500强非国有企业,按照企业价值进行排名。据了解,此次发布的榜单上榜门槛为340亿元,较上一年 上升75亿元,增长28%。成都共有7家企业上榜。 据介绍,此次发布的榜单,上市公司市值按照2025年11月14日的收盘价计算,非上市公司估值参考同行 业上市公司或根据最新一轮融资情况进行估算。榜单显示,500强企业的总价值增加21万亿元、增长 38%,达到77万亿元;平均价值增长415亿元,达到1530亿元。 在上榜企业中,有386家企业的价值比上一年有所增长,其中包括95家新上榜企业。半导体、传媒娱 乐、工业产品以及消费品这四个行业,占据了"胡润中国500强"总价值的一半。 其中,位居榜单前三的企业分别是:台积电价值增长3.5万亿元,以10.5万亿元再度蝉联中国价值最高的 民营企业;腾讯价值增长1.9万亿元,以5.3万亿元稳居第二;字节跳动价值增长1.8万亿元,以3.4万亿元 保持第三。 转自:成都日报锦观 成都7家企业登上"中国500强" 据了解,在AI算力领域赛道中,成都企业新易盛作为代表性企业之一,企业 ...
新易盛:公司持续关注全球各区域市场需求
Zheng Quan Ri Bao· 2026-02-05 12:42
证券日报网讯 2月5日,新易盛在互动平台回答投资者提问时表示,公司持续关注全球各区域市场需 求,相关海外市场拓展事宜将结合行业趋势与自身经营规划统筹推进。 (文章来源:证券日报) ...
新易盛:公司1.6T光模块已进入持续放量阶段
Zheng Quan Ri Bao· 2026-02-05 12:13
证券日报网讯 2月5日,新易盛在互动平台回答投资者提问时表示,公司1.6T光模块已进入持续放量阶 段,相关产线产能稳步释放,产能利用率高,预计1.6T相关光模块产品在2026年营收占比将进一步提 升。 (文章来源:证券日报) ...
新易盛:交付能力稳定可控,可有效应对行业供需波动
Zheng Quan Ri Bao Wang· 2026-02-05 10:11
证券日报网讯2月5日,新易盛(300502)在互动平台回答投资者提问时表示,公司依托全球化产能布局 与长期供应链合作,交付能力稳定可控,可有效应对行业供需波动。 ...
新易盛:公司设有生育相关福利
Zheng Quan Ri Bao· 2026-02-05 09:13
(文章来源:证券日报) 证券日报网讯 2月5日,新易盛在互动平台回答投资者提问时表示,公司设有生育相关福利,包括法定 产假、陪护假、哺乳假及哺乳室等配套设施,同时提供节日福利、健康体检等关怀支持。具体细则以公 司内部制度为准。 ...
新易盛(300502.SZ):1.6T光模块已进入持续放量阶段,相关产线产能稳步释放,产能利用率高
Ge Long Hui· 2026-02-05 08:47
格隆汇2月5日丨新易盛(300502.SZ)在互动平台表示,公司1.6T光模块已进入持续放量阶段,相关产线产 能稳步释放,产能利用率高,预计1.6T相关光模块产品在2026年营收占比将进一步提升。 ...
主力个股资金流出前20:紫金矿业流出22.75亿元、新易盛流出18.16亿元
Jin Rong Jie· 2026-02-05 07:43
Core Viewpoint - The data indicates significant outflows of capital from various stocks, with notable losses in both percentage and monetary terms across multiple sectors, particularly in metals, communication equipment, and renewable energy [1][2][3] Group 1: Stock Performance and Capital Outflow - Zijin Mining experienced a capital outflow of 2.275 billion, with a decline of 4.37% [2] - Xinyi Technology saw an outflow of 1.816 billion, with a decrease of 4.06% [2] - Aerospace Development had a capital outflow of 1.691 billion, reflecting a drop of 1.54% [2] - TBEA reported an outflow of 1.553 billion, with a decline of 5.05% [2] - Goldwind Technology faced a capital outflow of 1.217 billion, down by 9.02% [2] - Luoyang Molybdenum experienced an outflow of 1.203 billion, with a decrease of 6.34% [2] - BlueFocus Media saw an outflow of 1.145 billion, down by 5.76% [2] - Longi Green Energy had a capital outflow of 1.106 billion, with a decline of 5.59% [2] - Zhongjin Gold experienced an outflow of 1.033 billion, down by 5.20% [2] - Shanzhi High-Tech saw an outflow of 0.975 billion, with a decrease of 6.23% [2] - Sungrow Power Supply experienced an outflow of 0.963 billion, down by 4.12% [2] Group 2: Additional Stocks and Their Performance - Xinyi Silver experienced a capital outflow of 0.850 billion, with a decline of 6.33% [3] - China Western Power saw an outflow of 0.833 billion, down by 7.14% [3] - Inovance Technology had a capital outflow of 0.811 billion, with a decrease of 6.62% [3] - Sanhua Intelligent Control experienced an outflow of 0.806 billion, down by 3.04% [3] - TCL Zhonghuan saw an outflow of 0.781 billion, with a slight increase of 1.61% [3] - Jiangxi Copper experienced a capital outflow of 0.707 billion, down by 5.10% [3] - Shandong Gold saw an outflow of 0.683 billion, with a decline of 3.92% [3] - SMIC experienced a capital outflow of 0.676 billion, down by 2.65% [3] - Jiejia Weichuang faced an outflow of 0.626 billion, with a significant drop of 12.39% [3]