A股收评：创业板指涨1.11% 大消费板块全天活跃 金十数据6月4日讯，A股市场延续反弹趋势，三大指数全线收涨，整体呈现普涨格局。截止至今日收 盘，沪指涨0.42%，深成指涨0.87%，创业板指涨1.11%。沪深两市全天成交额1.15万亿元，较上个交易 日放量116亿元。盘面上，全市场超3900只个股上涨。算力产业链强势反弹，太辰光涨超14%，中际旭 创、华脉科技等跟涨。大消费板块全天活跃，盐津铺子一度涨近7%创历史新高，乐惠国际、香飘飘等 多股涨停。固态电池板块爆发，科恒股份、龙蟠科技、传艺科技等多股涨停。稀土板块全天走强，广晟 有色涨停，中科磁业，大地熊跟涨。物流、航空机场、军工装备板块跌幅居前。 ...

Market Overview - The market experienced a rebound throughout the day, with the ChiNext Index leading the gains [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.15 trillion, an increase of 11.6 billion compared to the previous trading day [1] Sector Performance - Consumer sectors showed strong performance, with over 3,900 stocks rising across the market [1] - Beauty care and beer sectors led the gains, with multiple stocks, including Lehui International, hitting the daily limit [1] - Solid-state battery concept stocks surged, with Chuan Yi Technology also reaching the daily limit [1] - Computing power concept stocks rebounded, with Tai Chen Guang rising over 10% [1] Declining Sectors - The unmanned vehicle concept stocks faced adjustments, with Fu Long Ma hitting the daily limit down [1] - Sectors such as airports, unmanned vehicles, military electronics, and glyphosate saw significant declines [1] Index Performance - By the end of the trading session, the Shanghai Composite Index rose by 0.42%, the Shenzhen Component Index increased by 0.87%, and the ChiNext Index gained 1.11% [1]

盘面上，铜缆高速连接概念领涨，太辰光(300570)涨超14%，华脉科技、得润电子(002055)涨停；固态 电池板块涨幅靠前，龙华科技、传艺科技(002866)涨停；稀土永磁概念走强，科恒股份(300340)20cm涨 停，广晟有色(600259)涨停，德国汽车业界警告中国稀土出口限制或致停产；现货黄金重拾涨势，突破 3370美元/盎司，带动黄金股上涨，曼卡龙涨超14%，萃华珠宝(002731)涨停；大消费板块活跃，金陵体 育(300651)、香飘飘(603711)等多股涨停。(格隆汇) (责任编辑：宋政 HN002) 【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 格隆汇6月4日｜A股主要指数早盘集体上涨，截至午盘，沪指涨0.43%报3376.58点，深成指涨0.91%， 创业板指涨1.22%，北证50指数涨1.16%。全市场半日成交额7425亿元，较上日缩量214亿元，近4000只 个股上涨。 ...

Market Performance - A-shares experienced a volatile rise, with the ChiNext Index increasing by over 1% [1] - As of the morning close, the Shanghai Composite Index rose by 0.43% to 3376.58 points, while the Shenzhen Component Index increased by 0.91% [1] - The total trading volume for A-shares reached 742.505 billion yuan [1] Sector Performance - The consumer sector showed renewed activity, with solid-state battery concept stocks leading the gains [4] - The computing power industry chain experienced a collective rebound, with CPO and copper connection sectors leading the rise [4] Key Stocks - Taicheng Light (300570) is expected to benefit from the growth in the optical communication industry driven by 5G, 6G, AI, cloud computing, and IoT, leading to improved sales revenue [9] - Dingtong Technology (688668) anticipates high-quality growth from 2025 to 2027, driven by sustained demand in its communication business and expansion in the automotive sector [9] - Ruikeda (688800) is actively expanding into emerging fields such as AI servers and humanoid robots, with multiple production bases set up to support growth [9] - Zhaolong Interconnect (300913) is positioned to benefit from the rapid growth in downstream demand for high-speed copper cables [9] Investment Insights - The copper cable high-speed connection sector is highlighted for its advantages in data transmission speed, reliability, and cost efficiency, making it a potential optimal solution for data center connectivity [5]

Market Overview - The Shanghai Composite Index closed at 3376.58 points, above the five-day moving average, with an increase of 0.43% [1] - The total trading volume of A-shares reached 742.505 billion yuan [1] Stocks Performance - A total of 1307 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Keheng Co., Ltd. (300340) with a deviation rate of 14.75% and a daily increase of 20.02% [1] - Taicheng Light (300570) with a deviation rate of 10.38% and a daily increase of 14.14% [1] - Pinwo Food (300892) with a deviation rate of 9.59% and a daily increase of 13.08% [1] Additional Stocks with Deviation Rates - Other stocks with notable performance include: - Kunlun Technology (831152) with a deviation rate of 9.36% and a daily increase of 13.26% [1] - Fengfan Co., Ltd. (601700) with a deviation rate of 7.43% and a daily increase of 9.91% [1] - Chuan Yi Technology (002866) with a deviation rate of 7.38% and a daily increase of 9.98% [1]

Market Overview - The market continued to rebound in early trading, with the ChiNext Index leading the gains. The total trading volume in the Shanghai and Shenzhen markets reached 727 billion, a decrease of 23.4 billion compared to the previous trading day. Over 3,900 stocks rose in the market [1] - The Shanghai Composite Index rose by 0.43%, the Shenzhen Component Index increased by 0.91%, and the ChiNext Index gained 1.22% [1] Sector Performance - The consumer sector showed strong activity, particularly in food and beverage stocks, with companies like Lehui International hitting the daily limit. Solid-state battery concept stocks also surged, with Longpan Technology reaching the daily limit [1][4] - AI computing power concept stocks rebounded, with Taicheng Technology rising over 10%. The CPO (Co-Packaged Optics) technology from NVIDIA is driving transformation in AI data centers, with the CPO market expected to grow from $46 million in 2024 to $8.1 billion by 2030, representing a compound annual growth rate of 137% [3] Individual Stock Highlights - A total of 49 stocks hit the daily limit in early trading, with a limit-up rate of 34%. Notable performers included Yuyin Co., which achieved five consecutive limit-ups, and several others with three consecutive limit-ups [1] - In the solid-state battery sector, companies like Keheng Co., Nord Co., and Longpan Technology reached their daily limits, indicating strong investor interest [4][8] Emerging Trends - The solid-state battery industry is expected to see significant growth, with projections indicating that shipments could exceed 65 GWh by 2030. The global supply chain is intensifying its focus on solid-state battery technology [8] - The rare earth sector was also active, with Guangsheng Nonferrous Metals hitting the daily limit, reflecting growing demand for rare earth materials in various applications [10] Investment Opportunities - The report from Morgan Stanley highlighted that each humanoid robot requires approximately 0.9 kg of rare earth metals, which could lead to a demand surge for key rare earth minerals worth $800 billion [10] - The consumer sector is expected to benefit from seasonal trends and restaurant catalysts, with brands that have strong foundations and channel advantages likely to outperform in the long term [4]

转自：新华财经 新华财经北京6月4日电（胡晨曦）沪深两市三大股指6月4日早盘高开高走，创业板指领涨。盘面上，算 力概念股展开反弹，华脉科技、得润电子涨停，太辰光等涨超10%；食品饮料等消费股再度走强，香飘 飘、嘉美包装、乐惠国际等涨停；稀土永磁板块再度走高，科恒股份、广晟有色涨停。下跌方面，稳定 币概念迎来调整，霍普股份跌超10%。 至午间收盘时，上证指数报3376.58点，涨幅0.43%，成交额约2764亿元；深证成指报10148.98点，涨幅 0.91%，成交额约4506亿元；创业板指报2027.16点，涨幅1.22%，成交额约2049亿元。 消息面上 深圳：探索建立深圳证券交易所与香港联合交易所会员互联互通机制 近日，深圳市商务局、市发展改革委联合印发《深圳市推动服务贸易和数字贸易高质量发展实施方 案》。其中提出，大力发展跨境金融保险服务。探索建立深圳证券交易所与香港联合交易所会员互联互 通机制。支持港澳银行内地分行开办外币银行卡业务以及对除中国境内公民以外客户的人民币银行卡业 务。支持符合条件的香港保险公司在深设立子公司。探索在前海开展私募股权和创业投资份额转让试 点。支持符合条件的银行和非银行支付机 ...

Core Points - The Shanghai Composite Index rose by 0.43%, while the Shenzhen Component Index increased by 0.91%, and the ChiNext Index saw a rise of 1.22% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 727 billion yuan, a decrease of 23.4 billion yuan compared to the previous trading day [1] - Over 3,900 stocks in the market experienced gains, indicating a broad-based rally [1] Sector Performance - The beer concept, copper cable high-speed connection, and rare earth permanent magnet sectors showed the highest gains [1] - Conversely, the airport shipping, logistics, and digital currency sectors were among the few that experienced declines [1] Individual Stock Highlights - Stocks such as Xiangpiaopiao, Jiamei Packaging, Lehui International, and Longpan Technology hit the daily limit up [1] - Computing power concept stocks rebounded, with Taicheng Technology rising over 10% [1]

Market Overview - The market continued its rebound in the morning session, with the ChiNext Index leading the gains [1] - The total trading volume in the Shanghai and Shenzhen markets reached 727 billion, a decrease of 23.4 billion compared to the previous trading day [1] - Over 3,900 stocks rose, indicating a broad-based market rally [1] Sector Performance - Consumer stocks showed strong performance, particularly in the food and beverage sector, with multiple stocks hitting the daily limit [1] - Solid-state battery concept stocks also surged, with Longpan Technology reaching the daily limit [1] - Computing power concept stocks rebounded, with Taicheng Guang rising over 10% [1] - The beer concept, delisting, CPO, and solid-state battery sectors were among the top gainers, while airport, logistics, glyphosate, and cross-border payment sectors faced declines [1] Index Performance - The Shanghai Composite Index rose by 0.43%, closing at 3,376.58 [2] - The Shenzhen Component Index increased by 0.91%, closing at 10,148.98 [2] - The ChiNext Index gained 1.22%, closing at 2,027.16 [2] Market Statistics - The limit-up rate was 71%, with 49 stocks hitting the limit and 20 stocks touching the limit [5] - The opening rate was 78%, and the profit rate stood at 63% [5]

Group 1 - The communication index has shown a strong increase of 1.50%, with significant gains in constituent stocks such as Taicheng Technology rising by 14.54% and Runjian Co. hitting the daily limit [1][3] - The communication ETF (159695) has also risen by 1.39%, indicating positive market sentiment [1] - Over the past six months, the communication ETF has seen a substantial growth in scale by 910.18 million yuan, ranking first among comparable funds [3] Group 2 - The average daily trading volume of the communication ETF over the past year is 893.34 million yuan, with a turnover rate of 1.89% during the trading session [3] - The top ten weighted stocks in the communication index account for 58.75% of the total index, with major players including China Telecom, ZTE, and China Mobile [3] - The AI investment in global internet cloud companies is driving demand for high-speed optical modules, particularly in the rapidly growing 800G product segment [3] Group 3 - The commercial aerospace sector is benefiting from policies that promote the development of satellite internet [3] - The operator sector is performing steadily, with an increase in dividend payout ratios highlighting high dividend value [3] - Investors can access opportunities in optical communication under the AI transformation through the communication ETF linked fund (019072) [4]