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ETF午评 | A股三大指数全线重挫,稀有金属ETF跌7%,中韩半导体ETF跌6.06%,科创新能源ETF、科创板新能源ETF跌5.8%
Sou Hu Cai Jing· 2025-11-21 04:02
ETF方面,华夏基金豆粕ETF涨0.45%,领涨市场。博时基金龙头家电ETF涨0.09%。债券ETF逆势上 扬,科创债ETF景顺、科创债ETF鹏华和科创债ETF博时分别涨0.05%、0.04%和0.04%。 【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11月21日|A股三大指数集体调整,截至午盘,沪指跌1.88%,深成指跌2.72%,指跌3.18%,沪 深京三市半日成交额13174亿元,较上日放量2004亿元。全市场超4900只个股下跌。锂电池产业链全线 下挫;算力硬件题材集体回调,存储器、CPO方向领跌;光伏、英伟达、稳定币、消费电子、半导体概 念股跌幅靠前。市场近5000股下跌。 稀有金属板块遭重挫,稀有金属ETF、稀有金属ETF基金分别跌7.05%、6.99%。半导体板块下挫,中韩 半导体ETF跌6.06%。板块全线飘绿,科创新能源ETF、科创板新能源ETF均跌5.8%。 ...
滚动更新丨A股三大指数集体低开,创业板指跌超2%
Di Yi Cai Jing Zi Xun· 2025-11-21 01:37
09:21 港股开盘丨恒生指数低开1.45% 恒生指数低开1.45%,恒生科技指数跌2.21%。科网股全线回调,百度集团、腾讯音乐、哔哩哔哩跌逾 4%。半导体概念表现不振,中芯国际、华虹半导体跌超3%。 | HSTECH | 恒生科技 | m | 5451.51 c | -123.08 | -2.21% | | --- | --- | --- | --- | --- | --- | | મટા | 恒生指数 | W | 25460.42c | -375.15 | -1.45% | 09:25 A股开盘丨三大指数集体低开 上证指数跌0.87%,深成指跌1.76%,创业板指跌2.07%。全市场下跌个股超4800只。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 20 | 3896.66c | -34.39 | -0.87% | | 399001 | 深证成指 | 5 | 12752.72c | -228.10 | -1.76% | | 399006 | 创业板指 | ma | 29 ...
ETF规模速报 | 创业板ETF净流入超11亿元,有色金属ETF净流出超4亿元
Sou Hu Cai Jing· 2025-11-19 01:33
Market Overview - The market experienced fluctuations with the three major indices opening lower and declining throughout the day, with the Shanghai Composite Index and Shenzhen Component Index dropping over 1% [1] - AI application concepts rose against the trend, while semiconductor concepts showed active performance, and certain robotics stocks strengthened [1] ETF Market Activity - On November 18, the non-monetary ETF market saw significant inflows, with E Fund's ChiNext ETF increasing by 366 million shares and a net inflow of 1.12 billion yuan [1] - Other notable inflows included Bosera's convertible bond ETF with an increase of 76 million shares and a net inflow of 1.03 billion yuan, and Huaxia's SSE government bond ETF with an increase of 7 million shares and a net inflow of 804 million yuan [1] Fund Performance - The top-performing ETFs by net inflow for the month included: - Huaan Gold ETF with a net inflow of 5.12 billion yuan [4] - GF's non-bank financial theme ETF with a net inflow of 3.43 billion yuan [4] - Huatai-PineBridge's Hang Seng Technology ETF with a net inflow of 3.38 billion yuan [4] - The overall ETF market as of November 18 had a total of 32,079.33 billion shares and a total scale of 56,955.37 billion yuan [4] Sector and Theme Trends - The real estate sector saw the largest increase in ETF shares, with two funds tracking it [4] - The largest increase in thematic ETFs was in the China Securities Battery theme, with four funds tracking it [4] - The Hang Seng Technology index had the largest number of tracking funds, totaling 13, while the highest return index was the China Securities Semiconductor, which increased by 2.22% [4]
【机构策略】A股市场出现技术和情绪修复的概率加大
东吴证券认为,周二,A股市场全天震荡调整,三大指数低开低走。盘面上,半导体概念表现活跃,机 器人概念股局部走强;电池、煤炭、钢铁等板块跌幅居前。指数再度调整并且上证指数跌破3950点,创 业板指数逼近60日均线,在指数短期三连阴且情绪面出现冰点后,A股市场出现技术和情绪修复的概率 加大。但整体市场在没有新主线出来前,很难出现较强的向上走势。目前市场前期抱团的几个概念板块 也要注意在市场出现修复时它们可能出现跷跷板效应的相反走势。 中原证券认为,周二,上证指数全天震荡走低;深证成指、创业板指早盘窄幅震荡,午后震荡下探,尾 盘有所回升;科创50指数早盘冲高回落,午后持续回落,尾盘有所回升。盘中文化传媒、软件开发、互 联网服务以及教育等行业表现较好;电池、煤炭、钢铁以及能源金属等行业表现较弱。当前A股市场处 于震荡蓄势、布局来年的重要阶段,上证指数围绕4000点附近蓄势整固的可能性较大,市场风格再平衡 仍将延续,周期与科技有望轮番表现。 财信证券认为,周二,当日受外围市场调整拖累,A股大盘震荡走弱,近期热点板块普遍调整。近期海 外流动性趋紧预期升温,是造成全球权益市场承压的一大主因。一方面,联邦公开市场委员会 (F ...
全国卫星导航定位基准站将被纳入统一监管;道指、纳指收跌逾1%丨盘前情报
Market Overview - On November 18, the A-share market experienced fluctuations, with the Shanghai Composite Index and Shenzhen Component Index both dropping over 1% during the day. The Shanghai Composite Index closed down 0.81% at 3939.81 points, while the Shenzhen Component Index fell 0.92% to 13080.49 points, and the ChiNext Index decreased by 1.16% to 3069.22 points [2][3] - The total trading volume in the Shanghai and Shenzhen markets reached 1.93 trillion yuan, an increase of 15.3 billion yuan compared to the previous trading day [2] Sector Performance - The market showed mixed performance across sectors, with over 4100 stocks declining. Notably, AI application concepts rose against the trend, while semiconductor and robotics sectors showed active performance. Conversely, popular themes recently faced corrections, with the Fujian sector experiencing significant declines and the lithium battery sector showing weakness [2] - Sectors with notable gains included AI applications and software development, while battery, coal, and steel sectors faced the largest declines [2] International Market - On the same day, U.S. stock indices collectively fell, with the Dow Jones down 1.07%, the S&P 500 down 0.83%, and the Nasdaq down 1.21%. Major tech stocks like Amazon and AMD dropped over 4%, while Microsoft and Nvidia fell more than 2% [4][5] - European markets also saw declines, with the FTSE 100 down 1.27%, the CAC 40 down 1.86%, and the DAX down 1.74% [4][5] - International oil prices increased, with WTI crude oil rising by 1.39% to $60.74 per barrel [4][5] Policy and Development Initiatives - The Ministry of Industry and Information Technology aims to establish around 200 high-standard digital parks by 2027, focusing on digital transformation and management improvements for industrial enterprises [7] - The National Development and Reform Commission approved five inter-regional power mutual assistance projects, with a total investment of 24.4 billion yuan, enhancing cross-regional power supply capabilities [9][10] - Beijing plans to incubate 3,000 technology-based enterprises and 600 specialized and innovative enterprises by 2027, aiming to form a robust technology transfer system [11] Company Announcements - Several companies reported significant developments, including: - Furi Shares' third-largest shareholder transferring 6.36% of shares [15] - Xianhui Technology receiving contracts worth approximately 796 million yuan from CATL [15] - Jiemai Technology signing a cooperation agreement with CATL for lithium battery composite materials [15] - Hongbo Shares won an arbitration case, receiving over 243 million yuan in compensation [16] Fund Flow Analysis - The internet services sector saw a net inflow of 4.186 billion yuan, while the battery sector experienced a significant net outflow of 10.625 billion yuan [17] - Notable stocks with net inflows included Liou Shares and N Hengkun, while Sunshine Power and CATL faced substantial net outflows [17]
龙虎榜 | 1.26亿重仓!炒股养家猛攻值得买,航天发展多空激战正酣
Ge Long Hui· 2025-11-19 00:19
Market Overview - On November 18, the trading volume of the Shanghai and Shenzhen stock markets reached 1.93 trillion yuan, an increase of 15.3 billion yuan compared to the previous trading day [1] - Sectors that saw significant gains included Xiaohongshu concept, Sora, internet e-commerce, AI applications, software development, and semiconductors, while sectors that experienced declines included batteries, coal, steel, organic silicon, and industrial metals [1] Stock Performance - High-performing stocks included Victory Co. with six consecutive trading limits, Zhenai Meijia and Jiumuwang with five consecutive limits, and Longzhou Co. and Huaxia Happiness with four consecutive limits [3] - The top three net buying stocks on the daily leaderboard were Aerospace Development, Yongtai Technology, and Dawi Co., with net purchases of 246 million yuan, 221 million yuan, and 182 million yuan, respectively [4] Institutional Activity - The top three net selling stocks were Tianqi Materials, Duofluor, and Zhongsheng Pharmaceutical, with net sales of 504 million yuan, 341 million yuan, and 170 million yuan, respectively [4] - Among stocks involving institutional special seats, the top three net buying stocks were Delijia, Dawi Co., and Yongtai Technology, with net purchases of 125 million yuan, 102 million yuan, and 76 million yuan, respectively [4] Company Highlights - Aerospace Development has completed the production and launch of 22 "Tianmu No. 1" satellites, becoming the first commercial satellite to connect with the China Meteorological Administration's numerical forecasting system [5] - For the first three quarters, Aerospace Development reported revenue of 1.697 billion yuan, a year-on-year increase of 42.59%, with a net loss of 489 million yuan, narrowing by 12.38% year-on-year [5] - Dawi Co. has completed exploration assessments for approximately 2.1 billion tons of feldspar ore, with associated lithium oxide reserves of 32,370 tons, and is advancing the transition from exploration rights to mining rights [6][7] Trading Dynamics - Aerospace Development saw a trading limit with a turnover rate of 25.76% and a total transaction volume of 4.597 billion yuan, with institutional net selling of 49.1 million yuan [10] - Visual China also reached a trading limit with a turnover rate of 16.97% and a transaction volume of 2.646 billion yuan, with institutional net buying of 373,730 yuan [10] - Conversely, Zhongsheng Pharmaceutical and Hailu Heavy Industry both hit the lower limit, with turnover rates of 21.09% and 30.15%, respectively [10][11]
AI营销+AIGC+阿里,机构大额净买入这家公司!
摩尔投研精选· 2025-11-18 10:32
市场全天震荡调整,三大指数低开低走,沪指、深成指盘中跌超1%。沪深两市成交额1 . 9 3 万亿,较上一个交易日放量1 53亿。 盘面上,市场热点较为杂乱,全市场超4100只个股下跌。从板块来看,AI应用概念逆势上 涨,榕基软件、浪潮软件、宣亚国际、华胜天成2连板。半导体概念表现活跃,圣晖集成、 龙迅股份涨停。 机器人概念股局部走强,首开股份5天3板。 机构动向 今日机构参与度较昨日有所降低,净买卖额超1000万元个股共2 1只,净买入5只,净卖出1 6 只,其中净买入大为股份1 . 0 1亿、永太科技7597万、榕基软件7 2 6 2万,净卖出3 . 8 1亿、多 氟多1.72亿、值得买1 . 6 4亿。 焦点公司 下跌方面,近期热门题材调整,福建板块重挫,福建金森、福建水泥等多股跌停。锂电池板 块震荡走弱,石大胜华跌停。 板块方面,AI应用、软件开发等板块涨幅居前,电池、煤炭、钢铁等板块跌幅居前。 ...
全球资产集体杀跌,黄金失守4000美元,加密货币超18万人爆仓
(原标题:全球资产集体杀跌,黄金失守4000美元,加密货币超18万人爆仓) 今天,全球市场动荡,多个风险资产与避险资产同步下挫。 当地时间11月17日,欧美股市集体收跌。11月18日,亚太主要股指收盘全线下跌,日经225指数收盘下跌3.22%,创自四月以来最大单日跌幅,韩 国综合指数收盘下跌3.32%,澳洲标普200指数收盘跌1.28%,新西兰标普50指数收盘跌1.16%。 A股三大指数低开低走,截至收盘,沪指跌0.81%,深成指跌0.92%,创业板指跌1.16%。沪指、深成指盘中跌超1%。沪深两市成交额1.93万亿, 较上一个交易日放量153亿。全市场超4100只个股下跌。 从板块来看,AI应用概念逆势上涨,榕基软件、浪潮软件、宣亚国际、华胜天成2连板。半导体概念表现活跃,圣晖集成、龙迅股份涨停。机器 人概念股局部走强,首开股份5天3板。下跌方面,近期热门题材调整,电池、煤炭、钢铁等板块跌幅居前,福建板块重挫,福建金森、福建水泥 等多股跌停。 近期A股市场波动加大,但外资信心却有增无减。 摩根士丹利分析师在周末的一份报告中预测,中国股市2026年有望进一步上涨,延续今年的强劲涨势。摩根士丹利还预测,中国企业 ...
A股收评:创业板指冲高回落跌1% 锂电等热门板块集体调整
市场全天震荡调整,三大指数低开低走,沪指、深成指盘中跌超1%。盘面上,市场热点较为杂乱,全市场超4100只个股下跌。截至收盘,沪指跌0.81%,深 成指跌0.92%,创业板指跌1.16%。 从板块来看,AI应用概念逆势上涨,榕基软件、浪潮软件、宣亚国际、华胜天成2连板。 半导体概念表现活跃,圣晖集成、龙迅股份涨停。 机器人概念股局部走强,首开股份5天3板。 沪深两市成交额合计1.93万亿元,较上一交易日放量约152.77亿元。其中,沪市成交额7909.49亿元,深市成交额1.14万亿元。 宁德时代成交额居首,为153.5亿元。其后是阳光电源、中际旭创、新易盛、蓝色光标,成交额分别为147.8亿元、115.6亿元、109.7亿元、104.8亿元。 | 沪深京A股▼|创业板|科创板|概念▼ 地域▼ 行业▼ 指标股▼ | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 还原 代码 名称 . | | 涨幅 现价 | | 最高 最高 最低 涨速 | 涨跌 | 振幅 | 金额 | | 1 300750 宁德时代 | | -1.48% 38 ...
ST中迪复牌一字涨停,走出20连板
Zhong Guo Ji Jin Bao· 2025-11-18 04:19
【导读】ST中迪复牌一字涨停,走出20连板 中国基金报记者 晨曦 牛股复牌,继续暴涨! 11月18日,ST中迪开盘涨停,上午保持一字涨停状态。截至午间收盘,ST中迪报11.25元/股,总市值为34亿元。今日涨停后,ST中迪成功实现20连板的战 绩。 | ST中迪(SZ:000609) | | | 加自选 | | --- | --- | --- | --- | | ¥11.25 +0.54 +5.04% | | | 3.37 万球友关注 | | | | 休盘中 11-18 11:31:54 北京时间 | | | 最高: 11.25 今开:11.25 | 涨停:11.25 | 成交量:6456手 | | | 最低: 11.25 昨收:10.71 | 跌停:10.17 | 成交额:726.34万 | | | 量比:0.11 换手:0.22% | 市盈率(动): 亏损 | 市盈率(TTM): 亏损 | | | 委比:100.00% 振幅:0.00% | 市盈率(静): 亏损 | 市净率: -394.74 | | | 每股收益:-0.98 股息(TTM): -- | 总股本:2.99亿 | 总市值: 33.67亿 | ...