Market Overview - A-shares experienced a strong opening on October 9, with the Shanghai Composite Index breaking through 3900 points, reaching a ten-year high at 3933.97 points, up 1.32% [1] - The Shenzhen Component Index rose 1.47% to 13725.56 points, while the ChiNext Index increased by 0.73% to 3261.82 points [1] - Total trading volume in the Shanghai and Shenzhen markets reached 26,532 billion yuan, a significant increase of 4,718 billion yuan compared to the previous trading day [1] Sector Performance - The majority of industry sectors saw gains, with precious metals, energy metals, and steel industries leading the rise, while tourism and real estate services faced declines [1] - The precious metals sector saw a notable increase, with 12 stocks in the sector, 4 of which hit the daily limit, and the smallest gain being 5.3% for Hunan Gold [2] Key Drivers - The market's upward momentum was attributed to two main factors: accelerated recovery of margin financing and positive performance in overseas markets, particularly in artificial intelligence and non-ferrous metals [1] - The price of gold surpassed 4000 USD/ounce, driven by increased risk aversion due to the U.S. government shutdown, ongoing global central bank gold purchases, and expectations of interest rate cuts by the Federal Reserve [2] Technical Analysis - The market showed strong bullish signals, with all three major indices in a bullish arrangement, particularly the Shanghai Composite Index, which is expected to continue rising and may reach 4000 points soon [3] - The MACD indicator showed a reduction in green bars, and the KDJ line indicated an upward trend, suggesting further upward movement in the coming days [3] Company Spotlight - Jinbei Electric, a company specializing in the research, production, and sales of wire and cable products, saw its stock hit the daily limit, primarily due to the favorable sentiment surrounding the controllable nuclear fusion concept [3] - The company reported a net profit of 296.28 million yuan for the first half of 2025, with a year-on-year growth rate of 7.46% [3] - Jinbei Electric's products are utilized in various nuclear power stations and are involved in projects related to the nuclear fusion industry, enhancing its market position [3]

市场概况 2025年10月9日，三大指数大幅上涨，其中沪指上涨1.32%，收报3933.97点；深证成指上涨1.47%，收报13725.56点；创业板 指上涨0.73%，收报3261.82点。今日两市成交额26527亿元，与上个交易日相比增加约4716亿元。 01 | 行业名称 | 今日涨跌幅↓ | 5日涨跌幅 | 30日涨跌幅 | 今年以来 | | --- | --- | --- | --- | --- | | 自每天懂 | 7.6% | 7.6% | 24.3% | 80.2% | | 钢铁 | 3.4% | 3.4% | 3.4% | 22.6% | | 煤炭 | 3.0% | 3.0% | 4.5% | -5.1% | | 必崩畫亦 | 2.6% | 2.6% | 2.8% | 3.5% | | 电子 | 2.2% | 2.2% | 12.5% | 56.9% | | 建筑装饰 | 2.2% | 2.2% | 3.0% | 7.8% | | 电力设备 | 2.0% | 2.0% | 27.5% | 46.6% | | 计算机 | 1.9% | 1.9% | -1.5% | 30.5% | | 基础化工 ...

市 场 研 究 [Table_Title] 万联晨会 [Table_MeetReportDate] 2025 年 10 月 10 日 星期五 [Table_Summary] 概览 核心观点 【市场回顾】 【重要新闻】 【商务部、海关总署对锂电池和人造石墨负极材料等相关物项实施出 口管制】10 月 9 日，商务部、海关总署连发 4 则公告，对超硬材料、 部分稀土设备和原辅料、部分中重稀土、锂电池和人造石墨负极材料 等相关物项实施出口管制。锂电池和人造石墨负极材料方面，管制物 项包括能量密度≥300 Wh/kg 的可充放电锂离子电池及其制造设备， 未经许可不得出口。稀土相关技术、设备、原辅料方面，管制范围涵 盖稀土开采、冶炼分离、金属冶炼、磁材制造、二次资源回收利用相 关技术及生产线装配维护技术，并明确未经许可不得出口。 | [Table_InnerMarketIndex] | 国内市场表现 | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌幅% | | 上证指数 | 3,933.97 | 1.32% | | 深证成指 | 13,725.56 | 1.47% | | 沪深 300 | ...

Market Overview - The A-share market has seen the Shanghai Composite Index return to 3900 points for the first time in 10 years, closing at 3933.97 with a gain of 1.32% [1][6] - The Shenzhen Component Index and the ChiNext Index also experienced increases of 1.47% and 0.73% respectively, indicating a positive market sentiment [2][4] Sector Performance - The top-performing sectors included non-ferrous metals (7.60%), steel (3.38%), and coal (3.00%), while the weakest sectors were media (-1.43%), real estate (-1.39%), and social services (-1.03%) [3][4] - Concept indices such as controllable nuclear fusion (6.97%) and lead metals (6.14%) showed strong performance, while sectors like duty-free shops (-1.82%) and ice and snow industry (-1.59%) lagged [3][4] Future Outlook - The report suggests that the recent export controls on rare earth technologies by the Ministry of Commerce will enhance the value and pricing of rare earth products, recommending a focus on companies with export qualifications in rare earth and magnetic materials [5] - The overall market sentiment remains optimistic, with expectations of further upward movement in the indices, particularly in sectors like non-ferrous metals, technology growth, new energy, and machinery [6]

港黄金产业股票ETF、长城价值甄选一年持有混合C。 写在文章前的声明：在本文之前的说明：本文中所列的投资信息，只是一个对基金资产净值进行排行的客观描述，并无主观倾向性，也不是投资建议，纯属 娱乐性质。 一顿操作猛如虎，目前已有28915只基金更新净值，谁是基金中的王者，谁又垫底，请看数据： | 排名 | 代码 | 基金简称 | 2025-10-09 | | 2025-09-30 | | 理 引导 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 单位净值8 | 累计净值3 | 单位净值% | 累计净值3 | | | 1 | 023037 | 中欧资源精选混合发起C | 1.7106 | 1.7106 | 1.5572 | 1.5572 | 0.15 | | 2 | 023036 | 中欧资源精选混合发起A | 1.7097 | 1.7097 | 1.5637 | 1.5637 | 0.14 | | 3 | 003305 | 前海开源沪港深核心资源混合C | 5.1280 | 5.1580 | 4.7200 | 4.7500 | 0.40 | ...

根据A股概念涨跌幅与所对应的股票池综合分析，涨幅靠前的三个概念板块分别为：可控核聚变、金属 铅与超导概念。排名前10位的概念板块相关数据见下表： | 概念名称 | 涨跌幅(%) | 涨停成分股占比(%) | 上涨成分股占比(%) | 下跌成分股占比(%) | | --- | --- | --- | --- | --- | | 可控核聚变 | 6.97 | 23.17 | 91.46 | 8.54 | | 全鳥铅 | 6.14 | 21.21 | 100.0 | 0.0 | | 超导概念 | 5.85 | 19.23 | 92.31 | 7.69 | | 全属锌 | 5.72 | 16.22 | 94.59 | 2.7 | | 金属结 | 5.5 | 21.62 | 89.19 | 10.81 | | 全属钢 | 5.28 | 22.35 | 90.59 | 7.06 | | 黄金概念 | 5.22 | 25.33 | 88.0 | 12.0 | | 稀土永磁 | 5.05 | 5.17 | 87.93 | 12.07 | | 小金属概念 | 4.16 | 12.84 | 86.49 | 11.49 | | 全 ...

截至10月9日收盘，黄金概念上涨5.22%，位居概念板块涨幅第7，板块内，66股上涨，浙富控股、和邦 生物、铜陵有色等涨停，招金黄金、豫光金铅、晓程科技等涨幅居前，分别上涨9.94%、9.87%、 8.92%。跌幅居前的有衢州发展、宁波中百、登云股份等，分别下跌2.43%、2.07%、1.71%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 可控核聚变 | 6.97 | 免税店 | -1.82 | | 金属铅 | 6.14 | 冰雪产业 | -1.59 | | 超导概念 | 5.85 | 租售同权 | -1.52 | | 金属锌 | 5.72 | 短剧游戏 | -1.35 | | 金属钴 | 5.50 | 旅游概念 | -1.05 | | 金属铜 | 5.28 | ST板块 | -0.99 | | 黄金概念 | 5.22 | 海南自贸区 | -0.98 | | 稀土永磁 | 5.05 | 电子竞技 | -0.94 | | 小金属概念 | 4.16 | IP经济(谷子经济) | -0.93 | | 金属镍 ...

金属钴概念资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | 主力资金净流入比率（%） | | --- | --- | --- | --- | --- | --- | | 601390 中国中铁 | | 5.44 | 2.14 | 42814.59 | 17.09 | | 601618 中国中冶 | | 7.53 | 4.98 | 22256.46 | 6.06 | | 000426 兴业银锡 | | 10.00 | 4.20 | 22081.97 | 8.35 | | 600549 厦门钨业 | | 8.85 | 5.74 | 21259.67 | 7.65 | | 002266 浙富控股 | | 10.12 | 2.47 | 20285.83 | 38.25 | | 601669 中国电建 | | 3.94 | 3.33 | 19282.64 | 7.69 | | 002460 赣锋锂业 | | 10.00 | 10.70 | 17875.52 | 2.11 | | 600490 鹏欣资源 | | 8.52 | 10.14 | 17222.27 | 1 ...

（原标题：超导概念涨5.85%，主力资金净流入这些股） 资金流入比率方面，永鼎股份、安泰科技、金杯电工等流入比率居前，主力资金净流入率分别为 40.95%、37.79%、24.00%。（数据宝） 超导概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000969 | 安泰科 技 | 10.03 | 4.15 | 23891.47 | 37.79 | | 600105 | 永鼎股 份 | 9.99 | 2.61 | 21871.74 | 40.95 | | 601212 | 白银有 色 | 10.00 | 2.47 | 16138.69 | 19.18 | | 600522 | 中天科 技 | 5.71 | 5.94 | 13556.09 | 3.38 | | 600366 | 宁波韵 升 | 7.48 | 10.03 | 11724.71 | 7.34 | | 002533 | 金杯电 工 | 10.04 ...

这一标志性事件，该如何理解呢？ 首先我们认为，超预期的走势"虽迟但到"，正是对相信趋势者的"奖励"。 10月9日，沪指高开高走突破3900点整数大关，刷新2015年8月以来新高。截至收盘，沪指涨1.32%，深 成指涨1.46%，创业板指涨0.73%。 板块方面，有色金属、核电、稀土永磁等板块涨幅居前，影视院线、旅游、教育等板块跌幅居前。 全市场超3000家上涨，共有99只个股涨停。沪深两市成交额2.65万亿元，较上一个交易日放量4718亿。 今天，节后首个交易日，A股的"开门红"，红得有些发烫。 最受关注的无疑是沪指放量突破，时隔十年（2015年8月以来）重新站上了3900点关口，盘中最高触及 3936.58点。 日线来看，本轮3900点"攻坚战"，始于8月25日，算上今天（毕竟盘初还有一点犹豫）共经历了28个交 易日的反复震荡，5次冲关失败。 而实际上，此前沪指在"初次站上→完全站稳"3400点时，同样经历了较长时间的蓄势，具体来说是30个 交易日。 | 上证指数 1A0001 指数K线区间统计 | | | | | --- | --- | --- | --- | | 起始时间 | 2025-05-14 | ...