上天天基金APP搜索【777】领 98 元券包 ，优选基金10元起投！限量发放！先到先得！ 一起来看下上午的市场情况及资讯。 4月29日上午，A股市场震荡调整，三大指数涨跌不一，截至午间收盘，沪指跌0.03%，深成指涨 0.09%，创业板指涨0.05%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3287.45 | 9863.90 | 1290.17 | | -0.96 -0.03% | +8.70 +0.09% | +13.14 +1.03% | | 科创50 | 创业板指 | 万得全A | | 1001.22 | 1935.35 | 4938.27 | | -1.61 -0.16% | +0.89 +0.05% | +12.24 +0.25% | （图片来源：东方财富APP，统计截至2025/4/29，不作投资推荐） 板块上来看，PEEK板块强势上涨，汽车零部件、化工、宠物经济等板块表现活跃；而电力板块集 体调整，餐饮旅游、零售、白酒等板块跌幅居前。 | | | Wind热门概念指数 | | | | Wind中国行业指数 | | | --- | --- | ...

【导读】PEEK板块震荡拉升，汽车零部件板块多股涨停 中国基金报记者 李智 一起来看下上午的市场情况及资讯。 4月29日上午，A股市场震荡调整，三大指数涨跌不一，截至午间收盘，沪指跌0.03%，深成指涨0.09%，创业板指涨0.05%。 | 上证指数 | | 深证成指 | 北证50 | | --- | --- | --- | --- | | 3287.45 | | 9863.90 | 1290.17 | | -0.96 | -0.03% | +8.70 +0.09% | +13.14 +1.03% | | 科创50 | | 创业板指 | 万得全A | | 1001.22 | | 1935.35 | 4938.27 | | -1.61 | -0.16% | +0.89 +0.05% | +12.24 +0.25% | 板块上来看，PEEK板块强势上涨，汽车零部件、化工、宠物经济等板块表现活跃；而电力板块集体调整，餐饮旅游、零售、白酒等板块跌幅居前。 | 恒生指数 | 恒牛国企 | 恒生科技 | | | --- | --- | --- | --- | | 22047.52 | 8108.36 | 5043.37 ...

大家好，我是海豚君！ 舞完了大棒的特朗普，先是来一个90天的休止符，接着这两天突然跟"换魂"了一样，开始对包括中国在内的国家频频示好，市场原本预期平均税率都要到20%上 下，现在似乎川普温和之后，觉得最终关税税率可能也就是5-10%之间。 这种情况下，市场从Risk-off模式又重新进入了Risk-on模式，但这一波特朗普政府的神操作之后，美股市场会一笑泯恩仇，接着4月2日解放日之前的节奏继续"蹦 迪"吗？ 一、4月2日之前 vs之后，到底什么变了？ 但这次特朗普的极限操作，让市场意识到了，疫情以来美国的繁荣主要是联邦政府的加杠杆，现在这个杠杆在美国国债收益率高企的情况下，继续加杠杆已经很 困难了。 在特朗普这波难得一见的"抽象"操作中，从叙事角度，最大的变化恐怕就是"美国例外论"信仰了。在全球资金超配美国资产的过程中，除了美国作为成熟市场，稳 定的股东回报和理性的资本配置之外，一个很大的原因，相信美元资产持续向上。 从美国的宏观杠杆率变化可以看出： a. 美国经济总体的杠杆率目前仍然有258%，比疫情前的251%（2019年四季度）还高出7个百分点； b. 但分部门来看，杠杆是集中给到了联邦政府，企业和居民 ...

Investment Rating - The report maintains a "Strong Buy" rating for Alibaba, JD.com, Pinduoduo, and Vipshop in the e-commerce sector, as well as for Meituan in local life services, and for Didi Chuxing in shared mobility [17][19][20]. Core Insights - The e-commerce sector's competitive landscape is better than expected, with leading companies trading at low valuations, making them attractive investment opportunities [5][17]. - The OTA sector, represented by Trip.com, shows strong growth in outbound travel and overseas business, with a recommendation to focus on the recovery of outbound travel and market expansion [5][19]. - In local life services, Meituan demonstrates significant profit elasticity and growth potential, with a strong recommendation based on its core business performance [5][18]. - The shared mobility sector, particularly Didi Chuxing, is expected to stabilize its market share and has substantial profit growth potential, warranting a strong recommendation [5][19]. E-commerce Sector Summary - The e-commerce industry is experiencing a competitive recovery, with major players like Alibaba, JD.com, Pinduoduo, and Vipshop recommended for investment due to their low valuations and expected profit growth [5][17]. - Recent changes in refund policies across multiple platforms, including the cancellation of "refund only" options, are expected to impact merchant operations positively [5][28]. OTA Sector Summary - Trip.com reported a revenue increase of 23.4% year-on-year, with a focus on domestic and outbound business growth, projecting a revenue growth of 14%-15% for 2025 [19][21]. Local Life Services Summary - Meituan's core business profits exceeded expectations, with projections for continued growth in its core operations and international expansion [18]. Shared Mobility Summary - Didi Chuxing is positioned for stable growth with a focus on user retention and supply chain efficiency, with expectations for significant profit margins in the coming years [19]. Restaurant and Tourism Sector Summary - The restaurant and tourism index decreased by 1.34%, underperforming compared to the Shanghai Composite Index, while the retail sector index increased by 0.69%, outperforming the Shanghai Composite [5][6]. Key Company Performance - JD.com reported a significant increase in daily orders for its food delivery service, surpassing 10 million orders, indicating strong market demand [5][27]. - The report highlights the performance of various companies within the restaurant and tourism sector, with notable increases in stock prices for companies like Zhongxin Tourism and Jiuhua Tourism [8][11].

Market Overview - The Hong Kong stock market continued its rebound, with the Hang Seng Index rising 2.7% to 21,980 points last week, although it did not stabilize above the 22,000-point mark. The average daily trading volume increased to HKD 238.9 billion, indicating a recovery in capital activity [1] - The Hang Seng Tech Index only increased by 2.0% and failed to break the psychological barrier of 5,000 points, reflecting insufficient recovery momentum in the technology sector [1] - The healthcare and information technology sectors saw significant gains of 8.4% and 6.0%, respectively, while essential consumer goods and telecommunications sectors declined, indicating a rebalancing of funds between policy expectations and risk aversion [1] Economic Policy Insights - The April Politburo meeting maintained policy consistency, emphasizing that "early policy implementation leads to early effects," including accelerated issuance of special bonds and the implementation of long-term special government bonds [2] - The market outlook will depend on two key variables: progress in US-China tariff negotiations and the pace of domestic special bond issuance along with adjustments in real estate policies [2] Industry Dynamics - The Hang Seng Healthcare Index surged 8.9%, significantly outperforming the Hang Seng Index, driven by innovative pharmaceutical companies such as Kangfang (9926 HK), Xinda (1801 HK), and Rongchang (9995 HK) [3] - Kangfang Biotech's (9926 HK) drug, Idataf, received approval for a broader indication in treating non-small cell lung cancer, which is expected to positively impact sales [3] - Rongchang Biotech (9995 HK) reported a good operational performance in Q1, with expectations of a reduction in sales expense ratio by 2025 and a decrease in net losses for shareholders [3] Strategic Recommendations - The report suggests focusing on defensive sectors and policy catalysts, including high-dividend assets from state-owned enterprises, infrastructure-related sectors, and essential consumer goods benefiting from policy stimuli [12] - Monthly stock recommendations include Alibaba-W (9988 HK), China Resources Beverage (2460 HK), and others, indicating a focus on companies with stable earnings and growth potential [12]

【国际风暴眼】G7对俄黄金禁令引爆金融市场 一场没有硝烟的货币战争 今日凌晨3点，七国集团突然抛出"黄金狙击令"，宣布立即冻结俄罗斯价值190亿美元的黄金出口。伦敦金银市场实时数据显示，国际金价瞬间拉升2.8%，创 下近15个月来最大单日振幅。更值得玩味的是： 今日收盘数据显示，外资通过"债券通"渠道隐秘流入A股超200亿，其中80亿集中攻击宁德时代。更惊人的是： 操盘手札：某私募基金经理透露，这波行情本质是"中报预演"，真正的大戏要等7月15日业绩预告潮。 【民生热浪】42℃高温下的中国：当极端天气成为新常态 郑州气象站今日测得44.1℃的恐怖数据，柏油马路融化导致多起宠物犬烫伤事件。魔幻现实正在上演： 气候警报：中科院最新模型显示，今年华北高温日数将比往年多15-20天，电网负荷峰值可能突破历史极值30%。 瑞士海关紧急关闭3条贵金属通道 迪拜黄金市场现神秘大单扫货 比特币意外上涨9%，上演"数字黄金"逆袭 金融暗战：前美联储顾问亚当·史密斯独家透露，这实则是美元体系对"去美元化"的精准打击，俄央行黄金储备占外汇23%，此举将重创其经济防火墙。 【国内沸点】第九版防控方案引爆出行市场 报复性旅游来了？ 今 ...

Core Insights - The tourism market is experiencing significant growth ahead of the May Day holiday, with a 28% year-on-year increase in flight bookings from Shenzhen and a remarkable 187% increase in inbound travel orders [1][2] - The report identifies three main trends in tourism consumption: long-distance travel surge, cross-border travel increase, and a rise in popularity of county-level destinations [1] - Traditional popular cities like Beijing, Shanghai, and Guangzhou continue to lead domestic travel, while emerging cities such as Taiyuan and Foshan are seeing rapid growth in hotel demand [1][2] Supply and Demand Dynamics - Small city destinations are upgrading their offerings through "micro-vacation complexes and intangible cultural heritage activation," while consumers are reshaping their travel decisions based on "off-peak travel and deep experiences" [2] - The trend of tourism downscaling is more pronounced in lower-tier cities, with a 25% increase in tourism heat compared to 11% in higher-tier cities [2] - High-star hotel consumption in smaller cities is surpassing that of larger cities, indicating a shift in consumer spending behavior [2] Inbound Tourism Growth - Inbound tourism is experiencing explosive growth, driven by viral marketing from social media influencers and recent policy changes such as immediate tax refunds for overseas shoppers [2] - The report indicates a 173% year-on-year increase in inbound travel orders for the May Day holiday, with top destinations including Shanghai, Beijing, and Guangzhou [2] - Key source countries for inbound tourism include South Korea, Japan, and the United States, reflecting a diverse international interest [2]

热门板块方面 智通财经APP获悉，港股今日低开高走，三大指数午后集体转涨，恒指盘中一度涨近1%。截止收盘， 恒生指数涨0.78%或167.18点，报21562.32点，全日成交额2513.82亿港元；恒生国企指数涨0.68%，报 7950.79点；恒生科技指数涨0.24%，报4899.21点。 华泰证券指出，往前看，对等关税扰动发生后，该行坚定看好港股相对收益表现，原因是：产业上，市 场中业绩与关税敏感性较高的出口链及中游制造企业市值占比较低；科技企业盈利表现或将持续支持港 股行情演绎；外部扰动下，市场或对内需政策存在较大预期。 蓝筹股表现 小米集团-W(01810)表现亮眼。截至收盘，涨5.84%，报44.4港元，成交额122.9亿港元，贡献恒指71.47 点。富瑞研报指出，小米仍是该行中国科技股中的首选股，原因包括：公司具强劲增长，得益于其独特 的生态系统；美国关税料对其业务影响较小；小米并无美国存托凭证(ADR)退市风险。高盛预计YU7仍 能按计划在6月至7月正式发布，维持今明两年YU7销量预测为约8.5万辆及36万辆不变。 其他蓝筹股方面，石药集团(01093)涨8.81%，报6.05港元，贡献恒指6 ...

从指数持仓来看，中证香港上市可交易内地消费指数十大权重分别为：比亚迪股份（13.04%）、阿里 巴巴-W（12.18%）、京东集团-SW（8.91%）、美团-W（7.74%）、携程集团-S（7.59%）、小鹏汽车- W（4.05%）、理想汽车-W（3.86%）、泡泡玛特（3.85%）、百胜中国（3.77%）、安踏体育 （3.69%）。 金融界4月21日消息，上证指数低开高走，中证香港上市可交易内地消费指数 (HKT内地消费，H11144) 平盘报收，报0.0点，成交额0.0亿元。 数据统计显示，中证香港上市可交易内地消费指数近一个月下跌15.25%，近三个月上涨9.27%，年至今 上涨6.83%。 从中证香港上市可交易内地消费指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证香港上市可交易内地消费指数持仓样本的行业来看，乘用车及零部件占比29.13%、消费者服务 占比23.62%、零售业占比22.30%、食品、饮料与烟草占比10.26%、纺织服装与珠宝占比6.91%、耐用消 费品占比6.14%、家庭与个人用品占比1.65%。 据了解，中证香港上市可交易主题指数系列包括HKT香港地产、HKT内地 ...

Group 1 - The core viewpoint of the news is the performance of the China Securities Hong Kong 300 Leisure Index, which has seen a decline of 15.19% over the past month but an increase of 3.60% over the past three months, with a year-to-date decrease of 0.33% [1] - The China Securities Hong Kong 300 Leisure Index is composed of securities from various industry themes such as banking, transportation, resources, infrastructure, logistics, and leisure, reflecting the overall performance of different thematic listed companies in the Hong Kong market [1] - The index's top ten holdings include Tencent Holdings (11.72%), NetEase-S (11.24%), Kuaishou-W (10.7%), Baidu Group-SW (10.16%), Yum China (9.2%), Meituan-W (8.52%), Trip.com Group-S (8.35%), Galaxy Entertainment (5.09%), China Resources Beer (3.21%), and Qingdao Beer Co. (2.78%) [1] Group 2 - The industry composition of the holdings in the China Securities Hong Kong 300 Leisure Index shows that leisure services account for 40.54%, digital media for 37.99%, cultural entertainment for 12.43%, alcohol for 7.67%, and marketing and advertising for 1.38% [2] - The index samples are adjusted semi-annually, with adjustments implemented on the next trading day following the second Friday of June and December each year, and weight factors are adjusted accordingly [2]