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泓德基金:上周主要宽基指数涨幅超3%,上证综指创年内新高
Xin Lang Ji Jin· 2025-07-01 01:28
上周国内权益市场表现强势,周前期出现连续上涨,主要宽基指数周涨幅普遍在3%以上,日均成交量 也放大到1.5万亿元附近,上证综指更是创出年内新高,回到了前期密集成交区的3400点以上。行业层 面上周金融、计算机和军工表现较好,而在油价下跌下石油石化跌幅较大。泓德基金表示,自从去年 9.24行情突破3400点整数关口以来,上证综指在过去的三个季度里始终围绕3200-3400的区间里上下震 荡,能否有效站稳3400点,并向上突破,是实现从反弹走向反转的重要一步,也是投资者十分关注的问 题。 责任编辑:江钰涵 从债券市场看,上周现券整体呈震荡格局,跨季因素与股债跷跷板效应为主要影响因素。泓德基金分 析,上半周股市走强压制债市表现,但央行呵护流动性投放加码,叠加保险配置需求支撑债市;下半周 股市有所回落,央行持续大力投放叠加工企利润数据相对疲弱,共同推动现券利率下行。和此前一周的 周五相比,上周10年期国债收益率上行1bp收于1.65%,10年期国开债收益率上行1bp收于1.68%,30年 期国债收益率上行1bp收于1.85%。 MACD金叉信号形成,这些股涨势不错! 从宏观经济基本面观察,今年以来虽然有较为严重的关税 ...
AMD: The Inflection Moment May Have Arrived
Seeking Alpha· 2025-07-01 01:21
Group 1 - The article discusses Julian's investment strategy, focusing on identifying stocks with a high probability of delivering significant alpha compared to the S&P 500 [1] - Julian emphasizes a combination of growth-oriented principles and strict valuation criteria to enhance the margin of safety in investments [1] - The investment group offers features such as exclusive access to high-conviction stock picks, comprehensive research reports, real-time trade alerts, and macro market analysis [1] Group 2 - Julian Lin is characterized as a financial analyst who specializes in finding undervalued companies with long-term growth potential [1] - The approach involves targeting companies with robust balance sheets and effective management teams within sectors that have substantial growth opportunities [1]
5G赋能农机行业:农友机械集团5G+工业互联网智慧工厂顺利验收
Sou Hu Cai Jing· 2025-07-01 01:21
在农机行业的智能化进程中,一个里程碑式的项目——5G+工业互联网工厂,近日成功完成了验收工 作。这一项目由北京博上网络科技有限公司携手湖南省农友机械集团共同打造,旨在通过定制化的5G 智慧工厂解决方案,推动农友集团的产线智能化升级。 经过深入调研农友集团的生产现场,并结合其实际需求,博上网络科技推出了一套全面的5G全连接工 厂方案。该方案不仅满足了农友集团对物料仓库与产线的5G+工业互联网升级需求,还规划了自动化立 库与AGV运输系统的应用,以全面提升生产效率和产线融合水平。 据了解,农友集团的车间升级改造覆盖了10560平方米的区域,涉及四个跨度。通过5G独立专网的部 署,该项目预计将使产能提升270%,生产效率提高30%,产品一次交检合格率攀升至99%,生产周期缩 短50%,同时实现10%的节能减碳目标,综合运营成本预计降低20%。 5G技术的引入,不仅推动了工业互联网的发展,还为众多垂直行业客户提供了自主可控的5G核心网解 决方案。这一方案使得5G核心网能够在通用硬件服务器上运行,从而实现了企业园区内5G专用网络的 建设。5G与工业互联网的结合,极大地提升了生产信息和技术隐私的安全保障水平。 5G端到端 ...
KVB:高盛改口,美联储提前在9月启动降息,今年恐连砍3刀
Sou Hu Cai Jing· 2025-07-01 01:17
尽管高盛认可当前美国劳动力市场整体仍处于 "健康" 状态,但也发出预警。他们指出,当下求职者面临的竞争压力显著增大,而且残余季节性因素的影 响,以及移民政策的变动,都给近期的就业数据带来了下行风险。 KVB plus发现在全球金融市场密切关注美联储货币政策走向之际,国际投行高盛突然抛出重磅预测,大幅调整对美联储降息时间的判断,引发市场广泛关 注。高盛一改此前预期,明确表示美联储将提前三个月,于今年 9 月启动降息周期,而非原先预计的 12 月。这一调整背后,高盛经济研究团队给出了关键 依据,他们认为关税对通胀产生的实际影响 "比预期稍弱"。 以首席经济学家简・哈祖斯 (Jan Hatzius) 为首的高盛研究团队,在发布的报告中详细阐述了观点。他们指出,尽管经济形势仍存在诸多不确定性,但综合多 方面因素判断,9 月降息的概率已略高于 50%。具体而言,关税政策未达预期效果、通缩对冲力度不断加大、劳动力市场出现实质性疲软,或是因月度经济 数据波动引发市场恐慌等情况,都有可能促使美联储在 9 月做出降息决策。报告还着重强调,高盛推测美联储高层也持有相同观点,即关税对物价的影响仅 为一次性,不会形成持续性的通胀压力 ...
美股三个月暴涨10万亿美元创纪录,特朗普"大而美"法案本周关键投票
Jin Rong Jie· 2025-07-01 01:17
美股三大指数在4月触底后迎来强劲反弹,标普500指数和纳斯达克指数重新刷新历史新高。特朗普在社 交媒体上发布庆祝图片,对市场表现表示赞赏。标普500指数在不到三个月时间内市值增长超过10万亿 美元,创下指数从高位下跌15%以上重新突破新高的最短纪录。历史数据表明,7月通常是美股表现最 佳的月份之一,投资者需要密切关注即将到来的多项关键事件。 贸易政策与市场影响 特朗普上周五在社交媒体宣布暂停与加拿大贸易谈判,造成美股短线大幅跳水。市场对贸易谈判消息依 然相当敏感,近期股市显著反弹是否会让特朗普在贸易上采取更激进策略引发关注。7月9日,为期90天 的关税暂停期即将到期,特朗普表示无意将关税暂停期延长。 美国与欧盟、加拿大、日本等主要贸易伙伴尚未达成贸易协议。市场环境特点依然是"极端的政策不确 定性"。关税政策可能以价格上涨、企业利润下降或商业投资减少的形式对美国经济部门造成压力。围 绕政策的未知因素仍将引发市场短暂波动。 财报季将于7月中旬开始,为投资者提供企业应对新关税等宏观经济挑战的最新信息。标普500指数从最 近低点反弹主要由少数大盘股推动,给市场带来集中风险。科技七巨头预计将在7月底至8月初公布收 益。 ...
美股上半年收官三大指数齐涨,纳指标普创历史新高!科技股引领涨势
Jin Rong Jie· 2025-07-01 01:17
美股市场在6月30日迎来上半年最后一个交易日,三大指数集体收涨。道琼斯工业平均指数上涨275.50 点,涨幅0.63%,收于44094.77点。纳斯达克综合指数上涨96.27点,涨幅0.47%,收于20369.73点。标准 普尔500指数上涨31.88点,涨幅0.52%,收于6204.95点。纳指与标普500指数均创下历史收盘新高。 美国国债收益率回落,10年期利率跌4.5个基点至4.24%,两年期利率跌1.6个基点至3.73%。亚特兰大联 储主席博斯蒂克表示,他仍然认为今年将降息一次,2026年将三次降息。 纳斯达克中国金龙指数下跌0.4%,网易上涨1.4%,百度下跌0.4%,阿里巴巴下跌0.6%,京东下跌 1.3%。国际油价下跌,WTI原油近月合约跌0.63%,报65.11美元/桶,布伦特原油近月合约跌0.24%,报 67.61美元/桶。随着美元走弱,国际金价企稳反弹,纽约商品交易所7月交割的COMEX黄金期货涨 0.63%,报3294.90美元/盎司,二季度累计上涨5.50%。 本文源自:金融界 谷歌股价下跌1.1%,公司签署了200兆瓦清洁聚变电力的承购协议。其他明星科技股表现分化,Meta上 涨0. ...
Acceleware Announces Non-Brokered Private Placement of Units and Shares for Debt Transactions
Globenewswire· 2025-07-01 01:17
Core Points - Acceleware Ltd. announced a non-brokered private placement of units at a price of $0.10 per unit, aiming to raise gross proceeds of up to $1,500,000 [1][4] - Each unit will consist of one common share and one common share purchase warrant, with the warrant allowing the purchase of a common share at $0.20 for 24 months [2] - The company plans to use the proceeds from the private placement and shares for debt transactions to fund its RF XL 2.0 redeployment plan and advance commercialization of new RF heating applications [4] Private Placement Details - The private placement will consist of units priced at $0.10 each, with a maximum gross amount of $1,500,000 [1] - Each unit includes one common share and one warrant, which can be exercised at $0.20 for 24 months [2] - If the common shares trade at or above $0.30 for 30 consecutive trading days, the company may accelerate the expiry of the warrants [2] Shares for Debt Transactions - Acceleware intends to settle up to $300,000 in trade payables and interest on convertible debentures through shares for debt transactions [3] - The units issued in these transactions will be at the same terms as the private placement, at a deemed price of $0.10 per unit [3] Closing and Regulatory Approvals - The expected closing date for the private placement and shares for debt transactions is around July 22, 2025 [4] - Completion is subject to regulatory approvals, including from the TSX Venture Exchange [5] Insider Participation - Certain insiders are expected to participate in the private placement and shares for debt transactions, qualifying it as a related party transaction [6] - The company will rely on exemptions from formal valuation and minority approval requirements based on the fair market value not exceeding 25% of its market capitalization [6] Company Overview - Acceleware is an advanced electromagnetic heating company focused on RF power-to-heat solutions for industrial applications [7] - The company aims to electrify and decarbonize industrial process heat applications while reducing costs [7] - Acceleware is developing technologies for amine regeneration and has partnered with potash industry leaders to decarbonize drying processes [8]
研判2025!中国工业铝型材行业政策汇总、产业链图谱、生产现状、竞争格局及发展趋势分析:光伏型材占工业铝型材总产量的33.7%[图]
Chan Ye Xin Xi Wang· 2025-07-01 01:16
内容概要:近年来,随着汽车轻量化发展以及新能源汽车产销量的持续增加,铝型材在车身结构、电池 托盘等部位的应用不断深化,带动工业铝型材市场需求持续增长,此外,我国作为全球最大的光伏组件 生产基地,铝边框及支架需求持续旺盛,带动工业铝型材市场需求进一步增长,为满足日益增长的市场 需求,我国工业铝型材生产企业纷纷扩大产能,近年来,我国工业铝型材不论产品质量还是产量均取得 重大突破,据中国有色金属加工工业协会数据显示,2024年我国工业铝型材产量达1170.5万吨,同比增 长23.21%,其中,光伏型材占33.7%,新能源汽车型材占12.0%,3C型材占9.0%,建筑模板型材占 2.6%,轨道交通车体型材占0.9%。 上市企业:鼎镁科技(873634.NQ)、神火股份(000933)、鑫铂股份(003038)、豪美新材 (002988)、豪美新材(002988)、和胜股份(002824)、闽发铝业(002578)、亚太科技 (002540)、天山铝业(002532)、云铝股份(000807)、明泰铝业(601677)、新疆众和 (600888)、中孚实业(600595)、南山铝业(600219) 相关企业:丛林铝业科 ...
社会服务新消费研究之茶饮行业研究框架
Changjiang Securities· 2025-07-01 01:16
社会服务新消费研究 之茶饮行业研究框架 长江证券研究所社服研究小组 2025-07-01 %% %% %% %% research.95579.com 1 分析师 赵刚 分析师 杨会强 联系人 马健轩 SAC执业证书编号:S0490517020001 SAC执业证书编号:S0490520080013 SFC执业证书编号:BUX176 分析师及联系人 证券研究报告 • 证券研究报告 • 评级 看好 维持 %% %% %% %% research.95579.com 2 目 录 01 消费:经济周期、人口周期共振的产物 02 茶饮:空间、格局、壁垒 03 投资建议 %% research.95579.com 3 01 消费:经济周期、人口周期共振的产物 %% %% %% %% research.95579.com 4 1.1 消费:经济周期、人口周期共振的产物 9 7 -30 -20 -10 0 10 20 30 40 1953 1954 1955 1956 1957 1958 1959 1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 197 ...
资金流向和中短线指标体系跟踪(十五):指数突破,谁在买?
Soochow Securities· 2025-07-01 01:16
Macro Liquidity and Fund Prices - The central bank's open market operations have increased, with a cumulative net injection of 1.37 trillion yuan, indicating strong support intentions[10] - The interbank liquidity has shown increased volatility as the quarter-end approaches, with money market rates rising[14] - Under the central bank's support, short-term bond yields have continued to decline, with 1-year and 10-year government bond yields down by 14 basis points and 7 basis points respectively[14] Micro Liquidity and A-share Market - A-shares have seen a significant increase in trading volume, with the average daily trading amount rising to 1.49 trillion yuan, an increase of 271.6 billion yuan from the previous period[18] - Retail investors' sentiment remains weak despite the recent "three consecutive days of gains," with retail net inflow decreasing by 402 billion yuan to 633 billion yuan[25] - Leverage funds have seen a substantial net inflow of 261 billion yuan, indicating a significant increase in market risk appetite[30] Fund Flows and Investment Trends - The net inflow of A-share funds was 938 billion yuan, primarily due to large-scale private placements in bank stocks, which had a limited impact on overall market liquidity[22] - The issuance of new equity funds was strong at 159 billion yuan, although this was a decrease of 97.7 billion yuan from the previous period[39] - ETF funds turned to a net outflow of 196 billion yuan, with the A500 ETF seeing a significant net subscription of 112.8 billion yuan[45] Risk Factors - Economic recovery may fall short of expectations, increasing market uncertainty[67] - Potential overseas recession could impact domestic exports and related supply chains[67] - Geopolitical events may pose unexpected risks to market stability[67]