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A500ETF嘉实(159351)盘中涨近1%,成分股哈投股份、包钢股份、药明康德纷纷10cm涨停
Xin Lang Cai Jing· 2025-07-11 03:06
Group 1: A500ETF Performance - A500ETF Jiashi has a turnover rate of 7.59% with a transaction volume of 1.107 billion yuan, and the average daily transaction volume over the past month is 3.051 billion yuan [3] - The latest scale of A500ETF Jiashi reached 14.38 billion yuan, with a significant increase of 909 million shares over the past six months [3] - As of July 10, 2025, A500ETF Jiashi's net value has increased by 8.82% over the past six months, with the highest monthly return since inception being 3.55% and the longest consecutive monthly increase being 2 months [3] Group 2: Index and Market Analysis - Pacific Securities notes that the Shanghai Composite Index has successfully broken through 3,500 points, but the current trading volume and volatility are not comparable to the market conditions in late September last year, indicating a more oscillatory upward trend [4] - Multiple indices have broken through their oscillation ranges, but the options volatility remains low, with trading volume around 1.5 trillion yuan, which is inconsistent with the previous year's simultaneous increase in volume and volatility [4] - According to Caixin Securities, the A-share market is currently in a continuation phase of the upward trend since the 9.24 market, showing a wide oscillation pattern, with upcoming policy announcements expected to be crucial for breaking out of this range [4] Group 3: Top Weighted Stocks - The top ten weighted stocks in the CSI A500 Index include Kweichow Moutai, CATL, Ping An Insurance, China Merchants Bank, Industrial Bank, Yangtze Power, Midea Group, Zijin Mining, BYD, and Dongfang Fortune, collectively accounting for 20.67% of the index [3] - The individual stock performances include Kweichow Moutai up by 0.88%, Ping An Insurance up by 2.17%, and BYD up by 1.27%, among others [6] - Investors without stock accounts can access the A500ETF Jiashi linked fund (022454) for exposure to the top 500 A-share companies [6]
今日观点集锦-20250711
Xin Shi Ji Qi Huo· 2025-07-11 02:27
黑色 股债 数据体现我国经济韧性,市场避险情绪缓和,建议股指多头持有。市场利率 盘整,国债走势窄幅反弹,国债多头轻仓持有。 山西主流钢厂粗钢限产约600万吨,"反内卷"下成材供应或有望收缩,关注 政策具体文件落地,需求侧暂无明显增量,黑色板块情绪带动下大幅拉涨。 黄金 特朗普最新关税政策使得市场避险情绪回升提振金价,但美元上涨压制黄金 。美联储6月会议纪要偏鹰,市场预期美联储降息时间推迟,预计黄金维持高 位震荡。 原木 现货市价格偏弱运行,山东市场价格下跌10元,江苏市场价格持稳,到港量 预计环减,供应中枢下移,供应压力减缓,日均出库量维持在6万方以上,供 需矛盾不大,关注原木期货交割对原木价格的影响。 2025年7月11日 星期五 美中西部天气良好,南美大豆丰产持续出口,因美豆出口销售表现良好,空 头回补提振美豆。7月份进口大豆到港约1000万吨,油厂开机率维持高位,油 厂提货量有所回落,豆粕库存持续回升,豆粕短期偏震荡。 譯張 缺乏明确指引 油价可能回归窄幅波动,PX持续去库,跟随油价波动;PTA供 需预期转弱,短期跟随成本波动;短期原料回暖,但MEG共需趋弱,盘面上方 空间受压制。 生猪 当前养殖端挺价 ...
烧碱:盘面反弹 氧化铝厂与贸易商之间交易活跃度提升
Jin Tou Wang· 2025-07-11 02:09
Group 1: Market Overview - The domestic liquid caustic soda market in China is experiencing weak transaction volumes, with prices for 32% and 50% liquid caustic soda rising in Shandong and Guangdong, while most regions remain stable [1] - In Shandong, increased downstream demand and limited inventory among chlor-alkali enterprises have contributed to price increases for 32% and 50% liquid caustic soda [1] - The main market prices for 32% ion membrane caustic soda in Shandong are between 800-885 RMB/ton, and for 50% ion membrane caustic soda, they are between 1300-1320 RMB/ton [1] Group 2: Production and Inventory - As of July 10, the weighted average operating rate of sample enterprises in major regions across the country is 85.19%, a decrease of 0.33% from the previous week [2] - The inventory of 32% liquid caustic soda in East China is 187,300 tons, showing a slight decrease of 1.06% from July 2, while in Shandong, the inventory increased by 1.93% to 58,000 tons [2] Group 3: Market Outlook - The overall spot market remains stable, with some regions experiencing price increases due to temporary demand support from key downstream sectors [3] - The supply-demand imbalance is limited, but high profits are encouraging increased production, while trading activity between alumina plants and traders is on the rise [3] - The market is expected to maintain a strong performance in the short term, driven by macroeconomic sentiment and speculative demand [3]
PVC:宏观气氛推升pvc盘面反弹 基本面暂无改善
Jin Tou Wang· 2025-07-11 02:09
PVC Market Overview - The domestic PVC powder market prices have increased, with significant regional price differences observed. The PVC futures market has shown an upward trend after fluctuating within a range, while traders' basis quotes have weakened, leading to higher fixed price offers without price advantages for point pricing transactions. Downstream purchasing enthusiasm remains low, with most buyers adopting a wait-and-see approach, resulting in a sluggish spot market transaction volume [1] PVC Production and Inventory - The overall operating load rate for PVC powder this week is 75.07%, a decrease of 1.43% compared to the previous week. The operating load rate for calcium carbide method PVC powder is 76.93%, down 3.8%, while the ethylene method PVC powder load rate is 70.23%, up 4.77%. As of July 10, the social inventory of PVC has increased by 2.89% to 591,800 tons compared to the previous month, but has decreased by 7.66% year-on-year. The inventory in East China is 539,300 tons, and in South China is 52,600 tons [2] PVC Market Outlook - The spot market prices for PVC have stabilized, with prices pushed up by the atmosphere of the black commodities market. Currently, the supply-demand dynamics indicate a seasonal shift towards increased supply and reduced demand, with no significant improvement in the fundamentals. The demand for procurement during the off-season remains low, and foreign trade export orders are average, leading to a slight accumulation of inventory. A substantial increase in inventory may require a significant decline in exports. However, due to a recent improvement in the macroeconomic environment and a collective rebound in commodities, a sharp decline in prices is unlikely in the short term, with the PVC market showing a relatively strong performance. A wait-and-see approach is recommended for the time being [3]
生猪:现货情绪转弱,期现背离
Guo Tai Jun An Qi Huo· 2025-07-11 01:36
【趋势强度】 2025 年 7 月 11 日 生猪:现货情绪转弱,期现背离 | 周小球 | 投资咨询从业资格号:Z0001891 | zhouxiaoqiu@gtht.com | | --- | --- | --- | | 吴昊 | 投资咨询从业资格号:Z0018592 | wuhao8@gtht.com | | 【基本面跟踪】 | | | 生猪基本面数据 | | | 单 位 | 价 格 | | 同 | 比 | | --- | --- | --- | --- | --- | --- | --- | | 价 格 | 河南现货 | 元/吨 | 14880 | | -150 | | | | 四川现货 | 元/吨 | 14450 | | 0 | | | | 广东现货 | 元/吨 | 16540 | | 0 | | | 期 货 | | 单 位 | 价 格 | | 同 比 | | | | 生猪2509 | 元/吨 | 14375 | | 110 | | | | 生猪2511 | 元/吨 | 13695 | | 95 | | | | 生猪2601 | 元/吨 | 13775 | | 100 | | | | | 单 位 | ...
为什么消费级AI还没爆发?
Hu Xiu· 2025-07-11 01:21
她投资的公司改变了数千万人的生活方式:Chime让美国人重新定义银行体验,Warby Parker颠覆了眼 镜行业的传统玩法,Dollar Shave Club用一个病毒视频撬动了整个剃须刀市场。 但现在,这位硅谷顶级投资人柯尔斯顿·格林正在思考一个更大的问题:AI正在重写所有消费产品的底 层逻辑。 作为Forerunner Ventures的创始合伙人,柯尔斯顿·格林以精准捕捉消费趋势著称。 从2010年成立至今,她的基金专注于投资那些能够重新定义消费者体验的公司,总回报超过10倍。 在她看来,那些最成功的消费品牌都有一个共同点:它们不是在现有产品上简单叠加功能,而是从根本 上重新思考用户需求。 如今,AI热潮席卷全球,ChatGPT日活用户数以亿计,但消费级AI产品的真正爆发似乎仍在酝酿中。作 为见证了移动互联网和社交媒体两次平台级变革的资深投资人,柯尔斯顿·格林认为我们正处在比这两 次变革更加深刻的转折点上——从注意力经济转向关系经济,从功能导向转向情感连接。 在这次深度对话中,她分享了对AI消费产品未来的预判,揭示了那些即将被重塑的商业模式,以及为 什么在这个"混乱的创意阶段",抢先一步的价值前所未有 ...
五矿期货早报有色金属-20250711
Wu Kuang Qi Huo· 2025-07-11 01:03
有色金属日报 2025-7-11 五矿期货早报 | 有色金属 铜 有色金属小组 吴坤金 从业资格号:F3036210 交易咨询号:Z0015924 0755-23375135 wukj1@wkqh.cn 曾宇轲 从业资格号:F03121027 0755-23375139 zengyuke@wkqh.cn 张世骄 从业资格号:F03120988 0755-23375122 zhangsj3@wkqh.cn 王梓铧 从业资格号:F03130785 0755-23375132 wangzh7@wkqh.cn 刘显杰 从业资格号:F03130746 0755-23375125 liuxianjie@wkqh.cn 陈逸 从业资格号:F03137504 0755-23375125 cheny40@wkqh.cn 国内商品氛围较为高涨,铜价在美国征收高关税预期下震荡运行,昨日伦铜收涨 0.23%至 9682 美元 /吨,沪铜主力合约收至 78590 元/吨。产业层面,昨日 LME 库存增加 975 至 108100 吨,注销仓单比 例提高至 37.9%,Cash/3M 升水收缩至零附近。国内方面,精炼铜社会库存量环比周一 ...
顾家家居全国购物中心816启动大会暨财富招商大会启幕
Sou Hu Cai Jing· 2025-07-11 00:59
7月7日至11日,顾家家居全国购物中心816全民顾家日启动大会暨财富招商大会,在杭州主会场成功举 行,呼和浩特、成都分会场同步联动。本次大会深度聚焦购物中心渠道战略转型,通过趋势洞察、产品 革新、模式验证及生态赋能四大维度,为全国购物中心意向商与老商绘制清晰增长路径。 当前家居行业正经历深刻重构。传统卖场面临同质化竞争加剧等挑战,而购物中心凭借其"高频带低 频"的天然场景优势,成为撬动新增量的黄金入口。会上,顾家家居中国营销事业本部执行总经理林春 旺在主题演讲中指出:"短期业绩不代表未来,核心在于能否抓住渠道变革的战略机遇。" 据悉,本次会议以"赢战新模式·打出新态势"为行动纲领,汇集全国200+家经销商代表,通过可复制的 商业模式验证、差异化产品矩阵及全域流量解决方案,为合作伙伴开辟第二增长曲线。 一、趋势定锚:解码消费变革,重塑渠道价值 大会首日,顾家购物中心举办了家居行业高定私享沙龙,其以"店态参观+行业趋势峰会"为核心,特邀 知名趋势营销专家肖明超、小红书家居行业平台专家烟幕,以及顾家家居用户洞察及场景力赋能负责人 尤珍等嘉宾分享家居趋势与用户洞察。活动聚焦行业前沿资源整合,参与者沉浸式体验购物中心最 ...
金十图示:2025年07月11日(周五)投机情绪指数
news flash· 2025-07-11 00:44
N 多头 v 空头 ~ 多头 w 空头 58.29% 41.71% 49.68% 50.32% 美元/瑞郎 美元/加元 w 空头 N 多头 v、空头 ~多头 85% 15% 55.13% 44.87% 纽元/美元 英镑/美元 N 多头 v 空头 N 多头 w 空头 56.05% 43.95% 40.6% 59.4% 英镑/瑞郎 英镑/日元 ~多头 w 空头 ~ 多头 v 空头 57.76% 13.81% 42.24% 86.19% t 176 欧元/美元 欧元/日元 v 空头 v 空头 N 多头 N 多头 30.36% 39.6% 60.4% 69.64% 欧元/英镑 欧元/瑞郎 N. N. Da N 多头 v 空头 ~ 多头 w 空头 17.71% 22.87% 77.13% 82.29% 欧元/澳元 澳元/美元 N 客斗 v 容易 y 名业 v 33 " 2 " TH 4 2 V 1.1 > 53.67% 46.33% 40.9% 59.1% 澳元/日元 N 多头 v 空头 46.94% 53.06% 金十图示:2025年07月11日(周五)投机情绪指数 @ JIN10.COM 金十数据 | 一个交易工具 ...
深度了解自己|你的亲密关系模式暴露了哪些心理需求?如何从"情绪易崩"到"安全基地"
Jing Ji Guan Cha Bao· 2025-07-11 00:32
Group 1 - The article discusses how attachment styles formed in childhood influence adult intimate relationships, leading to repeated patterns of anxiety, fear, or detachment [1][2] - It identifies four main attachment styles: secure, anxious, avoidant, and disorganized, each with distinct emotional needs and behaviors in relationships [2][5] - The article emphasizes the importance of recognizing and addressing these attachment styles to improve communication and emotional support in relationships [5][10] Group 2 - The article provides a self-assessment tool to help individuals identify their attachment style through specific questions and scoring [3][4] - It outlines a four-step method to transition from being emotionally reactive to creating a safe emotional environment in relationships [6][10] - Practical exercises are suggested for each attachment style to foster self-awareness and emotional regulation, such as using sensory grounding techniques for anxious individuals and writing emotional diaries for avoidant individuals [10][12][13]