王爷说财经讯： 12月5日，国际铜价迎来"史诗级暴涨"！ 伦敦金属交易所铜期货盘中触及11581.5美元/吨的历史峰值，沪铜主力合约直接站上9万元/吨大关。花旗刚发重磅报告，直言2026年第二季度铜价将冲到 13000美元/吨，甚至有40%概率摸高14000美元！ 国际铜价这波涨势到底有多猛？今年以来伦铜已累涨超30%，COMEX铜库存较去年年底暴增300%，美国市场占了全球三大交易所库存的62%。手里有铜 相关股票、基金的朋友，是不是已经偷偷赚麻了？没上车的人更慌了——现在追还来得及吗？铜价为啥突然"开挂"？13000美元的目标真能实现？ 01、铜价从"平稳"到"狂飙"，只用了3个月？ 咱们先看一组扎心数据：10月底伦铜才刚破1.12万美元，短短一个多月就再创新高；国内沪铜从年初的7万元/吨，一路涨到现在的近9万元，涨幅超28%。 这不是孤立行情，而是全球资本的集体动作。 美国因为关税政策不确定性，形成了"铜库存黑洞"，资金疯狂囤铜导致非美市场现货紧缺。 江铜集团德兴铜矿都开始24小时满负荷生产，连低品位矿石都不放过，今年多处理了60多万吨低品位矿，就为了多回收1000吨铜金属。 市场已经从"犹豫观望"变成 ...

中证A500指数周报 ■▲ 南财快讯 2025年12月1日一2025年12月5日 指数表现 最新点位 本周涨跌幅 5513. 75 1. 34% 本周成交额 日均成交额 成交环比变化 (亿元) (亿元) 27095. 10 5419. 02 -3. 69% | | | 中证A500成分股表现 | | | --- | --- | --- | --- | | | | 本周涨幅前十个 | | | 1 | 000547. SZ | 航天发展 | 52. 26% | | 2 | 002353. SZ | 杰瑞股份 | 26. 40% | | 3 | 300394. SZ | 天孚通信 | 25. 79% | | 4 | 600362. SH | 江西铜业 | 15.74% | | 5 | 600879. SH | 航天电子 | 15. 68% | | 6 | 300223. SZ | 北京君正 | 15. 15% | | 7 | 000807. SZ | 云铝股份 | 14. 62% | | 8 | 000630. SZ | 铜陵有色 | 14.51% | | ರಿ | 601168. SH | 西部矿业 | 14. ...

中证A500指数周报 | 南财快讯 | 基金代码 | 最新报价 | 周涨跌幅 | 周成交额 | 份额变化 | 基金规模 | 基金管理人 | | --- | --- | --- | --- | --- | --- | --- | | | (元) | (%) | (亿元) | (亿份) | (亿元) | | | 563360. SH | 1. 230 | 1. 49 | 244. 76 | 4. 38 | 262. 17 | 华泰柏瑞基金 | | 159361. SZ | 1. 186 | 1. 45 | 216. 00 | 0. 69 | 227. 49 | 易方达是金 | | 159338. SZ | 1. 167 | 1. 48 | 235. 59 | 6. 93 | 222. 06 | 国泰县金 | | 512050. SH | 1. 159 | 1. 49 | 303. 28 | 10. 62 | 214. 81 | 华夏基金 | | 159352. SZ | 1. 212 | 1. 51 | 212. 24 | 1.47 | 209. 90 | 南方基金 | | 563220. SH | 1. 209 ...

港股今日早盘低开，午后三大指数悉数翻红，尾盘站稳26000关口，恒生国企指数表现较好。截止收 盘，恒生指数涨0.58%或149.18点，报26085.08点，全日成交额2104.73亿港元；恒生国企指数涨1.01%， 报9198.3点；恒生科技指数涨0.84%，报5662.46点。 东吴证券指出，市场预计12月美联储降息概率显著提升，但提示美联储不排除会采取鹰派降息，如果这 样市场可能会调整降息计价，港股反弹力度可能不及预期。但从中长期来看，恒生科技当前具有配置意 义，一方面美股AI科技叙事顾虑有所减弱；但另一方面，港股AI科技叙事仍缺热点催化。 蓝筹股表现 中国平安(02318)领涨蓝筹。截至收盘，涨6.71%，报60.45港元，成交额5.7亿港元，贡献恒指40.01点。 大摩发布研报称，将中国平安加入重点关注名单，并列为首选。大摩认为，现在更加看好中国平安，相 信平安可以抓住居民理财、医疗健康和养老领域的关键增长机会。同时，市场的主要担忧正在逐步出 清，为估值提升铺平道路。 其他蓝筹股方面，中国人寿（601628）(02628)涨5.46%，报28.22港元，贡献恒指17.12点；百度集团- SW(098 ...

Core Viewpoint - The Hong Kong stock market showed a significant recovery in the afternoon session, with major indices turning positive and market sentiment improving, as evidenced by the Hang Seng Index rising above 26,000 points again [1] Group 1: Market Performance - The Hang Seng Index increased by 0.58%, while the Hang Seng China Enterprises Index and the Hang Seng Tech Index rose by 1.01% and 0.84%, respectively [1] - The market exhibited a low-open, high-rise trend throughout the day, indicating a strong upward momentum [1] Group 2: Sector Performance - Major technology stocks saw substantial gains, with Baidu surging nearly 8% at one point and closing up 5% [1] - Financial stocks, particularly in insurance, banking, and brokerage, contributed significantly to the market's rise, following adjustments in risk factors for insurance company investments [1] - Notable performers included China Pacific Insurance, which rose over 7%, and Ping An Insurance, which increased by 6.7% [1] - Other sectors such as non-ferrous metals, including aluminum and copper, remained active, with China Aluminum and Jiangxi Copper both seeing gains of over 5% and 6%, respectively [1] - New consumption, lithium battery, brain-computer interface, military, steel, and building materials sectors also experienced upward movements [1] Group 3: Underperforming Sectors - Conversely, sectors such as airlines, dining, gaming, and gas saw declines [1] - Two newly listed stocks faced significant drops, with "Encounter Xiaomian" falling nearly 28% and "Tianyu Semiconductor" dropping over 30% [1]

Market Overview - The Hong Kong stock market indices collectively declined, with the Hang Seng Index rising by 0.58% to 26,085.08 points, the Hang Seng Tech Index increasing by 0.84%, and the National Enterprises Index up by 1.01% [1][12] - Technology stocks saw a general increase, with Baidu rising over 5%, Kuaishou up over 2%, and Xiaomi and Lenovo both increasing by over 1% [1][12] - The insurance sector strengthened in the afternoon, with China Pacific Insurance rising over 7% [1][6][12] - The brokerage sector was active, with Huatai Securities increasing by over 3% [1][12] - Gaming stocks weakened, with Galaxy Entertainment declining by over 1% [1][12] Sector Performance Metals Sector - The metals sector experienced a broad increase, with Jiangxi Copper rising over 6% [1][14] - A significant event occurred with the cancellation of a copper warehouse receipt of 50,000 tons at LME, marking the largest single-day operation since 2013, indicating a potential shift in the copper market [3][14] Insurance Sector - The National Financial Regulatory Administration announced a reduction in risk factors for insurance companies, which is expected to enhance capital efficiency and allow more funds to be invested in the capital market [6][14] - China Pacific Insurance's stock rose by 7.10%, while other major insurers also saw increases, including Ping An and China Life [7][13] Brokerage Sector - The brokerage sector is active as the important policy window approaches, with the Central Economic Work Conference expected to focus on stabilizing growth and optimizing investment structures [8][12] Gaming Sector - UBS released a positive outlook for the Macau gaming industry, predicting resilient demand and an increase in total gaming revenue growth forecasts for the next two years [9][16] New Listings - Two new stocks were listed today, with "Encounter Noodle" dropping over 27% and "Tianyu Semiconductor" falling over 30% [1][10][16] - "Encounter Noodle" had a subscription rate of 425.97 times during the public offering phase, while "Tianyu Semiconductor" had a subscription rate of 60.63 times [10][17]

基金有风险，投资需谨慎。本文所包含的分析基于各种假设，不同假设可能导致分析结果出现重大不 同。在任何情况下，本文中的信息或所表述的意见并不构成对任何人的投资建议。 截至2025年12月5日 13:34，中证沪深港黄金产业股票指数(931238)强势上涨2.07%，成分股晓程科技 (300139)涨超15%，江西铜业股份(00358)、江西铜业(600362)、深中华A(000017)、中金黄金(600489)等 个股跟涨。 中金公司认为，展望2026年，周期性需求与结构性趋势有望继续共振，金银价格或仍处于上行通道。 黄金股ETF(517520)涨超2%。拉长时间看，截至2025年12月4日，黄金股ETF近1周累计上涨2.42%。 素有金价放大器之称的黄金股ETF（517520），在金价上涨的阶段呈现出更高弹性！买黄金资产，就买 弹性更大，流动性佳的黄金股ETF（517520）。 | | | 1.989 +0.039 +2.00% | 黄金股ETF ① | 57 7 1 4 | | --- | --- | --- | --- | --- | | | | SSE CNY 13:37:54 交易中 查看L2全景 | ...

12月5日，港股股指低开探底后震荡回升，截止午盘，恒生指数跌0.25%报25872.09点，恒生科技指数跌 0.2%报5604.24点，国企指数跌0.14%报9093.93点，红筹指数跌0.43%报4231.87点。 信利国际(00732.HK)：前11个月累计综合营业净额约为152.59亿港元，同比减少约6.2%。 盘面上，大型科技股走势分化，阿里巴巴跌0.32%，腾讯控股跌0.82%，京东集团涨0.17%，小米集团涨 1.48%，网易跌1.01%，美团跌0.92%，快手涨0.22%，哔哩哔哩跌0.79%。电力设备股涨幅居前，金风科 技涨超6%；有色金属板块普涨，江西铜业涨超5%；航空股走弱，南方航空跌超2%；今日两只新股上 市，遇见小面跌超27%，天域半导体跌超24%。 企业新闻 碧桂园(02007.HK)境内外债务重组基本落地，降债超900亿元。 遇见小面(02408.HK)每股发售价7.04港元，香港公开发售获425.97倍认购。 龙光集团(03380.HK)：累计已有债券面值136.6亿元得到债务重组要约获配。 绿城中国(03900.HK)：前11个月总合同销售金额约2235亿元，同比减少9.44% ...

有色金属概念午前表现活跃，截至发稿，江西铜业股份（00358）上涨5.35%，报35.84港元；中国铝业 （02600）上涨4.14%，报11.56港元；金力永磁（06680）上涨2.44%，报19.35港元；灵宝黄金 （03330）上涨2.21%，报17.13港元；紫金矿业（02899）上涨2.17%，报33.92港元。 来源：新浪港股 ...

每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 展望后市，信达证券指出，当期支撑流动性牛市的基础依然坚实，后续可能有盈利全面改善和资金 流入共振拉长牛市时间。战略上，业绩空窗期、经济数据偏弱和海外市场调整均可能带来市场宽幅震荡 过程中的波动。但年底到明年初仍可以布局政策或资金积极变化带来的上行机会。未来一年市场短期的 波动可能来自监管政策和供给放量速度，需要关注监管政策变化对市场的影响。流动性牛市的核心基础 是股市供需结构扭转，如果股权融资规模放量速度很快，股市供需格局再次转弱，那么市场也存在波动 加大的可能。 A500ETF基金（512050）助力投资者一键布局A股核心资产，把握A股估值抬升红利。该ETF具有 费率低（综合费率仅0.2%）、流动性好（近一月日均成交额超50亿元）、规模大（规模超200亿元）等 核心优势。其跟踪中证A500指数，采取行业均衡配置与龙头优 ...