Workflow
算力概念
icon
Search documents
今晚,盯紧这一关键数据!
摩尔投研精选· 2025-04-02 11:32
市场全天冲高回落,三大指数微幅上涨。 盘面上,机器人概念股反弹,精工科技、天和磁材涨停,肇民科技、东土科技涨超10%。汽 车零部件概念涨幅居前,神通科技、万向钱潮、圣龙股份、天龙股份涨停。医药股持续活 跃,哈三联、润都股份涨停。算力概念股一度反弹,恒润股份涨停。下跌方面,可控核聚变 概念跌幅居前,中洲特材、合锻智能跌超5%。军工股领跌,航发动力跌停。 值得注意的是,A股成交额今日罕见跌破万亿元。 沪深两市全天成交额974 5亿,较上个交易 日缩量15 7 8亿,这也是时隔5 0个交易日后再度跌破1万亿,创年内第二地量。 今晚, 美国总统特朗普宣布关税细节。美国的对等关税到底是个什么情况,各方资本肯定都 在担忧。 花旗认为市场预期在1 0 - 1 5%,如果高于此区间则是利空,低于此区间为利好。 主要有两大原因: 美国银行认为, 4月4日,美将发布非农就业数据,涉及到经济衰退问题,所以今晚川普有可 能淡化"毛衣"影响。 0 1机器人王者归来 机器人概念股再度活跃,精工科技涨停,东土科技、肇民科技、秦川机床、振邦智能、双林 股份等个股涨幅居前。 消息面上,宇树科技发布Unitr e e De x5灵巧手,具备单手 ...
今晚,盯紧这一关键数据!
摩尔投研精选· 2025-04-02 11:32
Market Overview - The market experienced a high and then a pullback, with the three major indices showing slight increases. Notably, the A-share trading volume fell below 1 trillion yuan for the first time in 50 trading days, reaching 974.5 billion yuan, a decrease of 157.8 billion yuan from the previous trading day, marking the second lowest volume of the year [1] Robotics Sector - The robotics sector saw a rebound, with stocks like Jinggong Technology and Tianhe Magnetic Materials hitting the daily limit. Other notable performers included Zhaomin Technology and Dongtu Technology, which rose over 10%. The market is responding positively to innovations such as the Unitr e e De x5 dexterous hand from Yushutech, which features 20 degrees of freedom and can perform complex tasks [4][5] - The demand for exoskeleton robots is increasing due to aging populations and labor shortages, creating a significant market opportunity [4] Electric Power Sector - The electric power sector is experiencing renewed interest, with stocks like Mingxing Electric and Hunan Development hitting the daily limit. This is attributed to seasonal trends and the ongoing energy reform [6][7] - The establishment of a new power system is essential, focusing on integrating renewable energy sources like solar and wind, which are less stable compared to traditional energy sources [9][10] - Key areas of focus include: 1. **Grid Upgrades**: Investment in ultra-high voltage and smart grid technologies, with companies like China West Electric and XJ Electric benefiting from increased orders [12] 2. **Energy Storage**: The energy storage market is expected to double this year, with companies like CATL and BYD leading the charge [13] 3. **Virtual Power Plants**: These can aggregate scattered power resources for market trading, with companies like Hengshi Technology and Guoneng Rixin positioned for growth [14] 4. **Green Power Operators**: Companies like Three Gorges Energy and Longyuan Power are well-positioned to benefit from rising green electricity prices [15]
全球黑色星期一,4月决断月看什么?
格隆汇APP· 2025-03-31 09:34
Core Viewpoint - The global equity markets are experiencing a downturn, with A-shares showing weak fluctuations amid concerns over tariffs and upcoming earnings reports [4][5][6]. Market Performance - The three major indices are in a weak fluctuation state, with a total trading volume exceeding 1.2 trillion, an increase of nearly 9% compared to the previous trading day. However, nearly 4,000 stocks declined, and over 30 stocks hit the daily limit down, indicating a pessimistic market atmosphere [1]. - The technology sector saw a significant pullback, particularly in robotics, while some segments like computing power and AI applications showed signs of recovery in the afternoon [1][2]. Sector Highlights - AI applications are gaining traction, with companies like Saiyi Information and others experiencing notable gains following the release of AutoGLM by Zhipu [2]. - The robotics sector faced substantial adjustments, with several previously popular stocks experiencing significant declines, although some segments like massage robots showed strong performance [2]. Future Outlook - The market is expected to continue its weak trend due to liquidity pressures and the upcoming U.S. tariff policy on April 2, alongside the earnings season [5][6]. - Investors are advised to remain cautious and monitor key indicators such as the performance of U.S. stocks, the Hang Seng Index, and the Renminbi [4][6].
泰豪科技竞争加剧五年扣非亏27.18亿 拟购子公司13.87%股权完善产业布局
Chang Jiang Shang Bao· 2025-03-27 00:42
泰豪科技竞争加剧五年扣非亏27.18亿 拟购子公司 13.87%股权完善产业布局 泰豪科技(600590)(600590.SH)出手收购资产。 3月24日晚,泰豪科技发布公告称,公司拟通过发行股份的方式购买北京国发航空发动机产业投资 基金中心(有限合伙)(以下简称"国发航空")所持江西泰豪军工集团有限公司(以下简称"江西泰 豪"或"标的公司")总股本的13.87%的股权。公司股票停牌,预计停牌时间不超过10个交易日。 天眼查显示,目前,泰豪科技持有江西泰豪72.12%股权。 泰豪科技在公告中表示,公司将尽力促使江西泰豪其余股东共同向公司出售其股权,但其余股东的 交易意向尚未最终确定。 泰豪科技的主营业务聚焦于军工装备产业及军民融合的应急装备产业。此次收购是泰豪科技继续加 码产业布局的体现。 近年来,泰豪科技经营承压。2020年至2023年,公司实现的扣除非经常性损益的净利润(以下简 称"扣非净利润")持续亏损。2024年,公司预计仍将出现亏损,五年时间将累计亏损27.18亿元。 二级市场上,2025年2月初以来,因"沾上"算力概念,公司股价一度大涨约150%。 "买进卖出"完善产业布局 聚焦主业,泰豪科技持续 ...
A 股市场大势研判:市场全天震荡调整,创业板指跌超1%
Dongguan Securities· 2025-03-14 02:16
Market Overview - The A-share market experienced a day of volatility with the ChiNext Index falling over 1% [3] - Major indices closed lower: Shanghai Composite Index at 3358.73 (-0.39%), Shenzhen Component Index at 10736.19 (-0.99%), and ChiNext Index at 2166.00 (-1.15%) [1][3] Sector Performance - Top performing sectors included coal (+4.18%), beauty care (+1.64%), and steel (+1.19%) [2] - Underperforming sectors were machinery equipment (-2.64%), electronics (-2.44%), and automotive (-1.90%) [2] Future Outlook - The market is expected to stabilize after a short-term correction, with potential recovery driven by recent policy measures aimed at economic improvement [5] - Key sectors to focus on include non-ferrous metals, finance, robotics, and TMT (Technology, Media, and Telecommunications) [5] Digital Economy Initiatives - The National Bureau of Statistics has approved the establishment of digital economy innovation development pilot zones in seven regions, focusing on key areas such as data market reform and digital transformation [4]
多只涨停股紧急发声!
证券时报· 2025-03-13 13:07
Core Viewpoint - The article discusses the recent stock price surge of Jiahuan Technology and its clarification regarding its business operations, particularly in relation to the computing power concept, amidst market speculation [2][4][5]. Group 1: Jiahuan Technology - Jiahuan Technology's main business includes network construction services, operation services, ICT education training, and intelligent services for government and enterprises [3]. - The company has established a new subsidiary, Wuxi Jiahuan Intelligent Technology Co., Ltd., focusing on AI application software development and 5G communication services [3]. - Following a series of trading halts, Jiahuan Technology's stock price reached a recent high of 24.56 yuan per share, with a significant trading volume increase [4][5]. - The company clarified that it does not engage in data center investments or computing power leasing, and it has no business cooperation with relevant AI firms [5]. - Jiahuan Technology's 2024 profit forecast indicates a potential decline in net profit by approximately 40.73% to 60.13%, attributed to increased competition and rising costs [5][6]. Group 2: Financial Performance - The company expects a net profit of about 74 million to 110 million yuan for 2024, a decrease from the previous year [5]. - The anticipated decrease in profit is linked to rising procurement and labor costs, as well as increased credit impairment losses [5][6]. - The company will no longer benefit from a VAT reduction policy in 2024, further impacting its financial performance [6]. Group 3: Market Reactions - Other companies, such as Litong Electronics, also experienced stock price surges due to perceived connections to the computing power sector, despite clarifying their core business operations [7][8]. - Litong Electronics aims to develop its AI computing power business, indicating a strategic shift towards new growth areas [8]. - The article highlights the volatility in stock prices related to speculative trading in the computing power sector, urging investors to exercise caution [5][9].
策略日报(2025.03.12)-2025-03-12
Group 1: Bond Market - The bond market has stabilized and rebounded as expected, with all maturities of interest rate bonds rising, particularly the long end outperforming the short end. The market has fully priced in the interest rate cut expectations, and the 10-year government bond futures have stabilized after reaching a technical support level [3][16][18] - The 1-year government bond yield has fully priced in the expected interest rate cut for this year, and the yield curve is currently flat, indicating a lower probability of making significant bets [18][16] Group 2: Stock Market - The A-share market has shown a mixed performance, with sectors that performed well yesterday declining today, indicating a fragmented market. The small-cap index has performed well, while the tech and North Star indices have lagged [4][21] - The technology sector's long-term bull market remains intact, but short-term trading is crowded, leading to potential volatility. Investors are advised to take profits and focus on low-position stocks in consumer, medical, and dividend sectors [4][21][22] Group 3: US Stock Market - The US stock market indices have continued to decline, with the Dow Jones index experiencing a significant drop. The market is expected to undergo a monthly-level adjustment, with investors advised to wait for long-term buying opportunities [4][23] - Recent economic data from the US has underperformed expectations, leading to rising inflation expectations and signs of stagflation. The market's perception of the "Trump Put" has shifted towards a "Trump Recession" narrative [23][26] Group 4: Foreign Exchange Market - The onshore RMB against the USD was reported at 7.2425, up 147 basis points from the previous close. The market is betting on a European recovery narrative, leading to a significant depreciation of the USD index [5][29] - The CNY/USD has strong support around 7.1, and it is expected to remain stable in the range of 7.1-7.4 in the short term. However, there is potential for depreciation due to ongoing trade war pressures [29][5] Group 5: Commodity Market - The Wenhua Commodity Index has slightly declined by 0.04%, with the non-ferrous sector leading gains. However, the overall market is expected to experience downward risks after a short-term fluctuation, and a cautious approach is recommended [5][32]
2025年3月12日市场震荡冲高回落,算力概念再度走强
Guoyuan Securities· 2025-03-12 12:56
Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - On March 12, 2025, the market experienced fluctuations, with the computing power concept gaining strength. The Shanghai Composite Index fell by 0.23%, the Shenzhen Component Index decreased by 0.17%, and the ChiNext Index dropped by 0.58%. The total market turnover was 1,683.51 billion yuan, an increase of 201.88 billion yuan compared to the previous trading day [2][14]. Market Performance - The market saw 2,666 stocks rise and 2,587 stocks fall. The performance of various indices ranked as follows: Growth > Stability > Cyclical > 0 > Financial > Consumer; Small-cap Value > Small-cap Growth > Mid-cap Value > Large-cap Growth > Large-cap Value > Mid-cap Growth. The CSI All Share Index outperformed the fund-heavy positions [2][19]. Industry Performance - Among the 30 CITIC first-level industries, the top performers were Media (1.84%), Comprehensive Finance (1.33%), and Communication (1.11%). The laggards included Home Appliances (-0.84%), Coal (-0.80%), and Food & Beverage (-0.78%). Most concept sectors declined, with significant increases in Broadcasting, Digital Watermarking, and Blind Box Economy, while PLC, Aquaculture, and Engineering Machinery saw declines [2][19][23]. Fund Flow Analysis - On March 12, 2025, the main funds experienced a net outflow of 11.935 billion yuan. Specifically, large orders saw a net outflow of 12.615 billion yuan, while small orders continued to see a net inflow of 18.238 billion yuan [3][24]. ETF Fund Flow - On March 12, 2025, the trading volume of major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF decreased compared to the previous trading day. The trading volumes were 1.493 billion yuan, 2.457 billion yuan, and others, with changes of -184 million yuan and -1.571 billion yuan respectively [3][30]. Global Market Performance - On March 12, 2025, major Asia-Pacific indices closed mixed, with the Hang Seng Index down 0.77% and the Nikkei 225 up 0.07%. European indices also saw declines, with the DAX down 1.29% and the FTSE 100 down 1.21%. The US markets also experienced declines, with the Dow Jones Industrial Average down 1.14% [4][5][34].
重大进展!算力概念逆市狂欢
证券时报· 2025-03-12 09:17
12日,A股尾盘回落,三大股指均翻绿;港股亦下挫,恒生指数一度跌逾1%,恒生科技指数跌 超2%,南向资金单日净买入超260亿港元。 算力概念盘中强势拉升,截至收盘,朗科科技20%涨停,铜牛信息涨近14%,顺网科技涨近13%,众合科 技、天威视讯、电光科技、贵广网络等涨停,科华数据涨超6%,值得注意的是,铜牛信息、科华数据盘 中均涨停创出新高。 具体来看,两市主要股指午后一度冲高,尾盘回落翻绿。截至收盘,沪指跌0.23%报3371.92点,深证成指 跌0.17%报10843.23点,创业板指跌0.58%报2191.27点,科创50指数跌0.73%,北证50指数跌0.62%,沪深 北三市合计成交17258亿元,较昨日增加逾2000亿元。 | 代码 | 名称 | · 涨幅% | 现价 | 涨跌 | 买价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300042 朗科科技 | | R 20.01 | 38.39 | 6.40 | 38.39 | - | 523396 | | 300895 | 铜牛信息 | R 13.86 | 65.5 ...
A股午后拉升!港股大爆发!
证券时报· 2025-03-05 08:47
中国资产午后走强。 5日,A股午后在金融板块的带动下发力拉升,上证50指数涨0.77%,北证50指数大涨近3%;港股走势强劲,恒生指数涨近3%,恒生科技指数大涨超4%。个 股方面,同程旅行涨超10%,小米集团、华虹半导体、京东健康涨超7%,京东集团、腾讯控股涨约3%。 具体来看,沪指午后在金融板块的带动下发力上攻,深证成指、创业板指翻红,北证50指数表现强势。截至收盘,沪指涨0.53%报3341.96点,深证成指涨 0.28%报10709.46点,创业板指涨0.01%报2190.36点,上证50指数涨0.77%,北证50指数涨2.82%,沪深北三市合计成交15459亿元,较昨日增加659亿元。 银行、保险、券商板块集体上扬,成都银行涨超3%,中信银行、招商银行等涨超2%;工程机械板块大幅拉升,山东矿机、柳工、山推股份等涨停;6G概念 爆发,本川智能、三维通信、兴森科技等涨停;人形机器人概念热度不减,一博科技、隆盛科技续创新高,捷昌驱动、兆威机电、智微智能等斩获两连板; 算力概念走高,元道通信、拓维信息、纵横通信等涨停,并行科技大涨超17%。 金融板块拉升 银行板块盘中发力拉升,截至收盘,成都银行涨超3%,中信 ...