Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, which include significant stock market updates such as suspensions, increases or decreases in holdings, investment wins, acquisitions, earnings reports, unlocks, and high transfers, marked in red for easy identification [1] - A company has provided digital RMB services to nearly 15,000 single merchants as of the end of last year, focusing on digital currency, blockchain, domestic chips, cross-border payments, multimodal AI, cloud computing, and Huawei's HarmonyOS [1] - Another company is involved in solid-state batteries, lithium batteries, and drones, with existing orders for solid-state battery and key material businesses [1] - A robotics subsidiary of a company is engaged in humanoid robots, autonomous driving, and chips, with products applicable in service robots and humanoid robot sectors [1]

Core Viewpoint - Tesla's Robotaxi service has officially launched its trial operation, generating significant market excitement and a substantial increase in Tesla's stock price, reflecting high investor expectations for the future of autonomous taxi services [2][3][7]. Company Summary - Tesla's CEO Elon Musk has initiated the trial operation of the Robotaxi service after a six-year buildup, using Model Y vehicles equipped with SAE Level 2 autonomous driving technology, which still requires a safety driver [3][4]. - The trial involved a prominent tech influencer who documented his experience, leading to a surge in Tesla's stock price by 8.23%, adding nearly $100 billion to its market capitalization [3][7]. - The stock closed at $348.68 per share, marking the largest single-day increase since April 25, with a total market value reaching $1.12 trillion [7]. Market Expectations - Investor sentiment is polarized, with some analysts projecting a bright future for Tesla's Robotaxi, estimating that by 2029, 90% of Tesla's valuation could stem from this service [7][8]. - Conversely, some investment firms express skepticism about the speed of Tesla's expansion and the limited number of Robotaxis currently in operation, suggesting that regulatory constraints may hinder growth [8][9]. Competitive Landscape - Tesla's Robotaxi is not the only player in the autonomous taxi market; Waymo has already established a public trial operation in several cities, achieving significant ride volumes and safety improvements compared to human drivers [8][9]. - Analysts note that Tesla's Robotaxi may only represent a fraction of the value of Waymo's operations, with concerns about the high capital expenditures associated with Tesla's Full Self-Driving (FSD) technology [9][10]. - Other competitors like Zoox and Cruise also face regulatory challenges similar to Tesla, but they are also working towards launching their own autonomous taxi services [9][10].

Market Overview - A-shares experienced a strong rally on June 24, with all three major indices rising, as the Shanghai Composite Index closed at 3420.57 points, up 1.15% [1] - The Shenzhen Component Index rose by 1.68% to 10217.63 points, while the ChiNext Index increased by 2.30% to 2064.13 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 14146 billion yuan, a significant increase of 2920 billion yuan compared to June 23 [1] Sector Performance - Most industry sectors saw gains, with notable increases in the electric machinery, battery, automotive parts, gaming, and packaging materials sectors [1] - Conversely, the mining, oil, gas, shipping, and precious metals sectors experienced declines [1] - The robotics and autonomous driving concept stocks showed a rebound, indicating a positive sentiment in these areas [1] Capital Flow and Market Sentiment - The market demonstrated strong capital inflow, with over 166 billion yuan entering the market on June 24, indicating robust buying interest from external funds [3] - The securities sector, often seen as a market leader, experienced significant gains, which helped boost overall market sentiment [3] - The market has shown a "peaceful coexistence" state for two consecutive days, with large-cap stocks rallying alongside small-cap stocks [2] Company Spotlight: Xiangtan Electric - Xiangtan Electric, a prominent player in battery materials and wastewater treatment, has seen its stock rise significantly, with 125 out of 146 local stocks increasing in value [3] - The company reported a net profit of 47.32 million yuan for Q1 2025, with a year-on-year decline of 2.54% [3] - Xiangtan Electric is recognized as a global supplier of electrolytic manganese dioxide, widely used in battery applications, and has established joint R&D mechanisms with solid-state and semi-solid-state battery companies [3]

6月24日，好久都没有见到这种光头的大阳线了，最终收盘收在了3400点上方。很多同学说那今天的这 种放量普涨，接下来会不会走单边？接下来会不会再次被拉回到中枢区间里面做震荡，接下来是不是要 跑路？和讯投顾李炜表示，其实我比较认可一个观点，就是不管是3400点这站得稳还是站不稳，我觉得 不是关键关键是什么？关键是方向。即便是上证指数接下来最小概率去走单边，即便是突破了涨到了 3500，涨到了3600，涨到了3700，买错了方向的话，呢一样的是赚不到钱的，或者是可能还会亏钱。所 以最关键的呢是买对方向。市场这儿呢只要是提供了一个稳定的环境，重要的其实是在方向身上，对 吧？所以对于行情这里面来讲的话，我觉得接下来看上证指数的这个意义不大，因为我自己个人的预期 是什么，个人的预期是这里面是一个大的压力位。接下来无非是要么摸往上摸一点，摸完了之后呢再 回，对吧？就是说白了还是围绕这个区间做震荡，短期内想要直接去挑战这个压力的话，有难度。 你接下来以题材为主的话，就是看市场最强的东西。其次就像今天再有轮动的啊再有轮动的，像无人驾 驶，啊包括人形机器人这些方向的话，我觉得是超跌持续性呢还有待观察啊持续性还有待观察，特别是 ...

6月24日，盘面应该给了非常强烈的惊喜，38个点的上涨，而且昨天呢也是21个点的上涨，我们可以看到两天的上涨将近60个点，几乎收复了所有 的失地前面的这个湿地全部收复，而且把5月14号的这个高点还给打破了。和讯投顾朱和旺表示，我们知道今年最高点是3月19号的这个高点 3439，那么现在离左侧的这个高点只差19个点，只差一步之遥，明后天有可能就会实现这个目标。那么有很多人说今天的这个上涨到底是什么原 因？这个行情是不是从今天开始，接下来就会往唉3500 3600甚至3800点这个方向走？呢我们首先要搞清楚当前形成这根阳线背后到底是有哪些原 因，你把原因搞清楚了，那么接下来这个原因能不能够继续往后？对吧？发酵我们就很清楚了，我们首先看一下为什么今天啊会突破3400点？首 先我们可以看到外部的情况，在美国的斡旋之下有停火的迹象，美国宣布停火之后，伊朗依然打了以色列，而且以色列现在也有回应，说他打了 我我还要打回去，但是大家可以看到世界的油价是真实的，什么叫油价是真实的？我们可以看到油价现在并没有反弹回去。 昨天晚上油价从78牛油从78掉到今天，最低跌破了65块，那布伦特也从79块掉到了今天，最低也只有66块多钱。那 ...

日内发酵的原因主观判定有三，其一，特斯拉昨夜大涨，带动了产业链涨停普涨。其二就是零部件相关 的个股不仅整车能用，人形机器人也能用，比如说减速器啊轴承等等，而且不少机器人品种它其实也跌 的差不多了，博弈中报预期的话趁势超跌反。其三就是今天9月3日阅兵的消息刺激了一波，难道不能期 待一下今年机器人方阵吗？不过最终的逻辑还是中报预期和超跌反，所以当竞价看到强势的品种一字开 出来，你要根据要信早信的原则去跟量化抢先手，或者去后排参与弹性套利品种。毕竟今天首板无人驾 驶有15家，那明天不能集体完成1+2。吧另外一个就是固态电池指数大涨了4.45个点，也是首日高潮， 那今晚一定会有声音狂吹固态电池高潮。 确实如果你今天没先手，那明天正好需要一波傻子来接盘，就类似于529稳定币那一波一样。固态电池 应该是上周二就提示开始观察了，你拿好筹码了也可以适时对付一波。另外诺德完成5进六是可以带动 固态电池题材更进一步的，如果掉队的话就是影响题材走强了。不过考虑到不少弹性品种，在今天尾盘 已经开始冲高回落，明天题材的分歧概率很大，到时候再看看核心给不给你低吸上车的机会。接下来如 果说固态电池走成结构性的行情，就锚定中军国轩，看看他能 ...

龙虎榜机构热股 今天机构龙虎榜上榜27只个股，净买入13只，净卖出14只。当日机构买入最多的个股前三位是：光迅科技（7619万）、国轩 高科（6378万）、北方长龙（6052万）。 公司发布的G垣准固态电池获主流车企认可 诺德股份 个股龙虎榜 光迅科技 龙虎榜显示，今日1家机构净买入7619万。 | 上榜热股 | | 实时涨跌幅 , 买/卖家数 , 机构净买额 , | | | --- | --- | --- | --- | | 光迅科技 002281.SZ | +10.00% | 1/0 | +7619.20万 | | 国轩高科 002074.SZ | +10.02% | 1/0 | +6378.55万 | | 北方长龙 2010E7 C7 | -13.42% | 3/1 | +6052.55万 | 龙虎榜知名游资 一、固态电池 国轩高科 个股龙虎榜 国海证券表示，目前国内网约车出租车市场年保有量接近500万台，结合单车月均300-400订单，单价25元估算约5000亿，同 时Robotaxi有望加速对公共交通乃至私家车的替代。结合小马智行招股书，预计2030、2035年国内Robotaxi保有量分别为 10 ...

Group 1 - China's exports have evolved beyond simple goods, deeply embedding into the daily lives of billions globally [2] - The photovoltaic industry is adapting to challenges and seeking new markets amid geopolitical tensions [3] - Huole Technology has secured several million in Pre-B round financing, collaborating with over 50 global hardware manufacturers [4] Group 2 - Global Robotaxi players are racing towards commercialization, with Tesla initiating a pilot program in Austin, Texas [5] - Guangdong province is supporting e-commerce companies in establishing export-to-domestic sales zones and providing financial incentives [6] - AliExpress has been recognized as the top e-commerce platform in the Kantar BrandZ Globalization Brand List [7] Group 3 - Yikong Zhijia has completed over 400 million in D round financing, focusing on autonomous driving product development and international expansion [7] - CP Group has formed a strategic partnership with Ningji, enhancing its market presence [8] - Dongshan Precision expects its Thailand factory to achieve mass production in the second half of the year [8] Group 4 - The Chinese Ministry of Commerce has expressed strong opposition to the EU's restrictions on Chinese companies in public procurement [8] - The China Council for the Promotion of International Trade is facilitating exchanges between Chinese and American businesses [9] - A program in Indonesia aims to help Chinese companies navigate the healthcare market [9]

A股复盘 | 潦草的停火 阅兵的大A / 2025.06.24 家人们，今天我好好写！！！ 首先除了要感叹最强操盘手——特~迈克尔~马库斯~朗普外，还得感叹我大A，不 负众望，没有高开低走，稳稳守住了3400点，不像上次收盘就多了两点。 虽然盘中一度迷茫，但是看反馈，主要是大家还沉浸在上周的亏钱效应中，一脸 懵逼，还不知道买什么。 除了阅兵、中东停火外，我觉得美联储那些官员讲话也有影响，忽然就开始放信 号说7月可以降息了！一个 沃勒，一个鲍曼！ 虽然没有"三巨头"，但是盘后发布了一些利好文件，中国人民银行等六部门联合 印发《关于金融支持提振和扩大消费的指导意见》，增加居民家庭可支配收入。 中国人民银行周三将开展3000亿元MLF操作，期限为1年期。 难道真要重演924行情了？ 但是说实话哈，还是来点实际的吧！比如严格落实劳动法，8小时工作制！ 再扯点题外话，每次看一些呼吁发钱的视频，我都感叹网民是如此爱国、高尚， 忧国忧民！ 真的，不是反讽，给钱这么好这么实际的事情，底下留言的网民反而担心通胀， 担心削减我国制造业优势（人力成本提高）， 担心发了也不消费还是存银行， 担心给国民养成不劳而获的劣根性。 再说说今 ...

重磅选手入局，意味着全球无人驾驶开启了新一轮拼规模、拼成本、拼生态的新阶段。分析人士 称："Robotaxi竞争形势越来越严峻，不进则退。" 新玩家入场特斯拉十台Robotaxi上路 目前，仅受邀用户可通过特斯拉的新Robotaxi App叫车，每趟车费暂定为固定的4.20美元，服务覆盖奥 斯汀南部区域，运行时间为早6点至午夜12点。如果Robotaxi用户已拥有特斯拉账户，在上车前， Robotaxi将自动同步用户的车辆设置，如支付信息、媒体、娱乐、应用等，提供个性化体验。目前该服 务在副驾位置配置安全员，未来将去掉安全员。 分析人士认为，Robotaxi上路服务意味着特斯拉公司开启新的商业化篇章，也代表特斯拉无人驾驶所采 用的"视觉+端到端"模型的技术路线跑通。 按照特斯拉创始人兼首席执行官马斯克此前的表态，特斯拉Robotaxi扩展计划是：从10辆 Robotaxi 开 始，后续将有Cybercab等更多车辆加入车队，几个月内达到1000辆，后期计划扩展至旧金山、洛杉矶和 圣安东尼奥。 新华财经上海6月24日电（记者王鹤）美国当地时间6月22日，特斯拉在美国德克萨斯州奥斯汀市正式推 出无人驾驶出租车Ro ...