转自：新华财经 新华财经北京10月30日电（王媛媛）周四A股三大指数集体回调，沪指失守4000点大关。截至收盘，沪 指报3986.90点，跌0.73%，成交10701亿元；深证成指报13532.13点，跌1.16%，成交13516亿元；创业 板指报3263.02点，跌1.84%，成交6453亿元。沪深两市成交额2.42万亿元，较上一个交易日放量1656亿 元。 盘面热点 板块方面，能源金属、钢铁、量子科技、电池等板块涨幅居前，CPO、游戏、煤炭等板块跌幅居前。 个股跌多涨少，全市场4100只个股飘绿。 盘面上，锂矿概念快速走强，天齐锂业触及涨停。量子科技概念股表现活跃，神州信息2连板，格尔软 件6天4板。电池板块震荡走强，石大胜华、天际股份双双涨停。储能板块局部活跃，通润装备2连板。 下跌方面，算力硬件股集体走弱，天孚通信、新易盛等多股大跌。游戏板块重挫，巨人网络一度逼近跌 停。煤炭板块多数下跌，安泰集团跌停。 消息面上 世界黄金协会：三季度全球黄金需求总量达1313吨 创单季度黄金需求最高纪录 世界黄金协会10月30日发布的数据显示，2025年三季度全球黄金需求总量（包含场外交易 ）达1313 吨，需求总金 ...

天眼查App显示，10月27日，马鞍山众松晶创创业投资合伙企业（有限合伙）成立，执行事务合伙人为 大众聚鼎（上海）私募基金管理有限公司，出资额1.5亿人民币，经营范围为以私募基金从事股权投 资、投资管理、资产管理等活动，创业投资，由大众交通、大众聚鼎（上海）私募基金管理有限公司、 晶科电子股份 等共同出资。 ...

转自：智通财经 MACD金叉信号形成，这些股涨势不错！ 【收评：创业板指低开低走跌近2% 全市场4100只个股飘绿】智通财经10月30日电，市场震荡调整，三 大指数盘中均出现跳水，创业板指跌近2%，沪指失守4000点。沪深两市成交额2.42万亿，较上一个交 易日放量1656亿。盘面上，市场热点较为杂乱，全市场4100只个股下跌。从板块来看，锂矿概念快速走 强，天齐锂业触及涨停。量子科技概念股表现活跃，神州信息2连板，格尔软件6天4板。电池板块震荡 走强，石大胜华、天际股份双双涨停。储能板块局部活跃，通润装备（维权）2连板。下跌方面，算力 硬件股集体走弱，天孚通信、新易盛等多股大跌。游戏板块重挫，巨人网络一度逼近跌停。煤炭板块多 数下跌，安泰集团跌停。板块方面，能源金属、钢铁、量子科技、电池等板块涨幅居前，CPO、游戏、 煤炭等板块跌幅居前。截至收盘，沪指跌0.73%，深成指跌1.16%，创业板指跌1.84%。 ...

Market Overview - The market experienced volatility on October 30, with all three major indices showing significant declines, particularly the ChiNext Index which fell nearly 2% [1] - The Shanghai Composite Index fell below the 4000-point mark, closing down 0.73%, while the Shenzhen Component Index decreased by 1.16% and the ChiNext Index dropped by 1.84% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.42 trillion yuan, an increase of 165.6 billion yuan compared to the previous trading day [1] Sector Performance - Lithium mining stocks surged, with Tianqi Lithium (002466) hitting the daily limit [1] - Quantum technology stocks were active, with Shenzhou Information (000555) achieving two consecutive limits and Geer Software (603232) recording four limits in six days [1] - The battery sector showed strength, with both Shida Shenghua (603026) and Tianji Shares (002759) reaching the daily limit [1] - The energy metals, steel, quantum technology, and battery sectors saw the largest gains, while sectors such as CPO, gaming, and coal experienced significant declines [1] Declining Stocks - Computing hardware stocks collectively weakened, with companies like Tianfu Communication (300394) and Xinyi Sheng (300502) experiencing substantial drops [1] - The gaming sector faced severe losses, with Giant Network (002558) nearing the daily limit down [1] - The coal sector saw most stocks decline, with Antai Group (600408) hitting the daily limit down [1]

凤凰网财经讯 10月30日，市场震荡调整，三大指数盘中均出现跳水，创业板指跌近2%，沪指失守4000点。 涨停表现 | 封板率 | 昨涨停今表现 | | --- | --- | | 67.00% | 0.84% | | 封板 46 触及 23 | 高开率 67% 获利率 | 沪深两市成交额2.42万亿，较上一个交易日放量1656亿。截至收盘，沪指跌0.73%，深成指跌1.16%，创业板指跌1.84%。 板块方面，能源金属、钢铁、量子科技、电池等板块涨幅居前，CPO、游戏、煤炭等板块跌幅居前。 盘面上，市场热点较为杂乱，全市场4100只个股下跌。从板块来看，锂矿概念快速走强，天齐锂业触及涨停。量子科技概念股表现活跃，神州信息2连板， 格尔软件6天4板。电池板块震荡走强，石大胜华、天际股份双双涨停。储能板块局部活跃，通润装备2连板。下跌方面，算力硬件股集体走弱，天孚通信、 新易盛等多股大跌。游戏板块重挫，巨人网络一度逼近跌停。煤炭板块多数下跌，安泰集团跌停。 ...

Group 1 - The supply-demand dynamics in the lithium battery materials sector have significantly improved, with strong price increase expectations for lithium hexafluorophosphate and lithium iron phosphate cathodes [1] - By Q4 2025, the supply-demand situation for lithium hexafluorophosphate is expected to tighten, with a projected capacity utilization rate of 90% in 2026, leading to full production and sales for the top five companies and an increase in spot prices to 100,000 yuan/ton [1] - Leading companies in lithium iron phosphate cathodes are beginning to negotiate prices, with some customers accepting price increases of 1,000 to 2,000 yuan/ton [1] Group 2 - The membrane and anode prices also have room for adjustment, with a 10% price increase for small customers already implemented for anodes [1] - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which has a daily fluctuation of 20%, focusing on listed companies in clean energy, energy conservation, and new energy vehicles [1] - The index aims to reflect the overall development level and technological progress trends in the new energy industry by selecting companies with high growth potential and innovation capabilities [1]

大家好，10月28日，A股三大指数震荡走高，沪指时隔十年再度站上4000点。而以AI算力、通信、半导体为首的成长风格依旧领跑全场，其代表指数科创创 业50，近一年涨幅超60%，远超当下主流指数。作为一键囊括科创板、创业板龙头公司的投资工具，双创50已成为投资者参与硬科技投资的热门选择。那 么，它究竟有何魅力？普通投资者又该如何参与？ 二、政策与情绪，共振双创行情浪潮 图：科创创业50表现相比当下主流指数更优 数据来源：Wind 截至：2025.10.27 一、业绩支撑，高成长性兑现 10月27日晚，胜宏科技公布2025年第三季度报告。第三季度，公司实现营业收入50.86亿元，同比增长78.95%；实现净利润11.02亿元，同比增长260.52%。 此前， 双创50第一大权重股宁德时代同样三季报表现强势。数据显示，公司前三季度实现营业收入2830.72亿元，同比增长9.28%；归属 母公司股东 净利润 达490.34亿元，同比增长36.2%。 寒武纪2025年上半年业绩表现亮眼，营收与利润均超预期。国盛证券指出，公司实现营收28.81亿元，同比增长4348%，归母净利润达10.38亿元，同比增长 296%。毛利 ...

机构观点方面，中金公司研报认为，"自然情况"下，测算本轮美联储仍有3次的降息空间，对应长端利 率3.8%～4.0%。当前美国实际利率和自然利率之差为0.8%，再降3次25bp可以使得融资成本和投资回报 率"打平"，对应名义中性利率3.5%。假设期限溢价30～50bp，对应10年美债利率3.8%～4.0%。后续路 径也受通胀走势影响。 长江证券资深投资顾问刘浪表示，昨天光伏、储能概念股涨幅居前。中信建投研报称，今年1—9月份， 国内储能项目新增招标255.8GWh，同比增长97.7%。考虑到四季度往往为招标旺季，则全年招标至少可 达到361.6GWh。基本面上，未来关注供需两条主线，即供给侧，硅料收储平台加速落地和限产措施将 修复供需关系；需求侧，政策执行将推动组件价格上升。市场角度来看，新能源此前在经历了较长时间 整理，估值优势较为明显。随着行业基本面出现一定反转信号，资金正加速进行仓位回补，后续可围绕 相关核心标的在震荡过程中寻找低吸机会。 行情上，昨天市场全天震荡拉升，三大指数高开高走，创业板指涨近3%创年内新高，沪指再度回升至 4000点上方，北证50指数涨超8%。沪深两市成交额2.26万亿元，较上一个 ...

人民财讯10月30日电，深证成指、创业板指午后双双跌逾1%，沪指跌0.67%。CPO概念、通信设备等板 块跌幅居前。 ...

Group 1 - The article discusses the recent financial performance of a leading company in the technology sector, highlighting a revenue increase of 15% year-over-year, reaching $5 billion [3] - The company has successfully expanded its market share, now holding 25% of the industry, which is a 5% increase from the previous year [3] - The article emphasizes the company's strategic investments in research and development, which have grown by 20% to $1 billion, aiming to enhance product innovation [3] Group 2 - The overall industry is experiencing a growth trend, with a projected market size increase of 10% annually, expected to reach $200 billion by 2025 [3] - Competitive analysis reveals that the company is outperforming its main rivals, which have only seen a 5% revenue growth on average [3] - The article notes potential challenges in the supply chain, which could impact future production capabilities, although specific figures are not provided [3]