比特币向上升破105000美元，日内涨3.6%。 ...

Market Overview - On June 23, A-shares opened lower but closed higher, with the Shanghai Composite Index rising by 0.65% to 3381.58 points, the Shenzhen Component Index up 0.43% to 10048.39 points, and the ChiNext Index increasing by 0.39% to 2017.63 points. The total market turnover reached 1.1469 trillion yuan, an increase of 55.2 billion yuan from the previous trading day, with over 4400 stocks rising [2]. Cross-Border Payment and Digital Currency - The digital currency and cross-border payment sectors saw significant gains, with stocks like UboXin and Jida Zhengyuan hitting their daily limit. The launch of the Cross-Border Payment platform on June 22 marked a milestone in the connectivity between mainland China and Hong Kong, allowing real-time cross-border remittances in RMB and HKD [3]. - According to Open Source Securities, the global cross-border payment market is expected to grow steadily, with transaction volumes projected to reach 194.6 trillion USD in 2024 and potentially grow at a CAGR of 6.4% to 320 trillion USD by 2032 [3]. Oil and Gas Sector - The oil and gas sector experienced strong performance due to geopolitical tensions, particularly regarding the potential closure of the Strait of Hormuz, a critical oil shipping route. Stocks like Shandong Molong and Ningbo Shipping saw significant gains [5]. - WTI crude oil prices jumped over 5% to above 78 USD per barrel, driven by concerns over Iranian oil supply disruptions and low overseas oil inventories [5]. A-share Market Resilience - Despite recent geopolitical tensions, most brokerages believe the impact on A-shares is limited, with expectations of a market rebound following short-term corrections. The core issues affecting the market are seen as domestic rather than external [6]. - Galaxy Securities suggests that investors should manage their positions cautiously and focus on sectors with potential performance improvements based on historical data [6].

Core Insights - The article highlights a stable trading environment for thematic investments, with a notable surge in stablecoins and PCB themes, while new consumption, innovative pharmaceuticals, and rare earth permanent magnet themes are experiencing a pullback. There is optimism for technology-related themes to present new investment opportunities [1] Group 1: Thematic Trading Overview - The average daily trading volume for hot themes from June 16 to 20 was 432 million yuan, with an average turnover rate of 3.35%. Overall, the trading heat for themes has remained stable since June [1] - The structure of hot themes is shifting rapidly, with stablecoin themes leading the market due to concentrated catalysts, while oil and gas development themes remain active amid Middle East turmoil [1] Group 2: Digital Currency - The establishment of an international operating center for digital RMB was proposed at the 2025 Lujiazui Forum, which is expected to facilitate cross-border trade and promote the internationalization of the RMB [2] - The introduction of stablecoin regulations in Hong Kong and the U.S. is anticipated to accelerate the development of the digital currency industry, making stablecoins a vital tool for cross-border payments and corporate financing [2] - Recommendations include focusing on financial innovations in digital currency and cross-border payments, particularly for blockchain and cross-border clearing system providers [2] Group 3: AI Intelligence - Major companies like ByteDance, Alibaba, and Baidu are launching AI intelligence products, with Manus allowing general user registration [2] - AI intelligence is seen as a complete end-to-end solution that enhances data utilization and accelerates the development of vertical applications, becoming a key catalyst for the commercialization of AI applications [2] - Recommendations include investing in internet giants with capital expenditure and user advantages, as well as companies benefiting from increased demand for computing power [2] Group 4: Domestic Consumption - The Chinese government has issued guidelines to improve social security and public services, aiming to boost domestic consumption and stimulate service consumption potential [3] - The focus is on upgrading bulk consumption and leveraging emerging consumption trends, with recommendations for sectors like education, childcare, and domestic brands in cosmetics and trendy toys [3] Group 5: Mergers and Acquisitions - The China Securities Regulatory Commission has revised regulations to encourage mergers and acquisitions, leading to a significant increase in the number of major asset restructuring plans since 2025, which is 3.3 times that of the same period in 2024 [4] - The total value of completed major asset restructuring transactions has exceeded 200 billion yuan, which is 11.6 times that of the same period in 2024 [4] - Recommendations focus on quality asset restructuring in strategic emerging industries like semiconductors and high-end equipment, as well as professional integration in energy resources and public services [4]

- The report does not contain any quantitative models or factors related to construction, testing, or evaluation

Market Overview - The market showed a general uptrend, with notable activity in the oil and gas, shipping, and solid-state battery sectors due to geopolitical tensions and commercialization expectations for 2027 [1][2] - A-shares exhibited relative stability with major indices rising, including the Shanghai Composite Index up 0.65% to 3381.58 points and total trading volume increasing to 1.15 trillion yuan [1][2] - The Hong Kong market experienced a mixed performance, with the Hang Seng Index closing up 0.67% at 23689.13 points, but total trading volume decreased to 198.6 billion HKD [1][3] Sector Performance - In the A-share market, cyclical sectors like coal, oil and gas, and defense showed strong performance, driven by positive macroeconomic expectations and commodity price fluctuations [2][4] - The oil and gas sector was particularly active due to supply concerns related to Iran, while the shipping sector benefited from rising oil freight rates [2][3] - In the Hong Kong market, healthcare, integrated enterprises, and real estate sectors saw significant gains, while essential consumer goods and utilities faced declines [3][4] Cross-Border Payment System - The launch of the cross-border payment system on June 22 marked a significant step in financial connectivity between mainland China and Hong Kong, potentially enhancing capital flow and cross-border business [2][5] - The A-share market's digital currency sector was positively impacted by this development, with related stocks performing well [3][5] Future Outlook - The A-share market is expected to continue benefiting from supportive policies aimed at enhancing market liquidity, although growth sectors like the ChiNext may face challenges balancing profit expectations and valuations [5] - The Hong Kong market may experience short-term volatility influenced by external economic conditions and geopolitical factors, but the ongoing IPO activity could provide some support [5]

Market Performance - A-shares saw collective gains on June 23, with the Shanghai Composite Index rising by 0.65% to close at 3381.58 points, the Shenzhen Component Index increasing by 0.43% to 10048.39 points, and the ChiNext Index up by 0.39% to 2017.63 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 112.26 billion yuan, an increase of 54.9 billion yuan compared to the previous Friday [1] Sector Performance - Almost all industry sectors experienced gains, with notable increases in energy metals, mining, shipping ports, software development, oil, battery, computer equipment, and internet services, while the liquor industry saw a decline [1] - The digital currency sector had significant gains, driven by the rise of the US stablecoin Circle, which surged by 20% last Friday, and the official launch of domestic cross-border payments [1] Chip and Semiconductor Sector - Chip and semiconductor equipment stocks also performed well, influenced by the US's threat to revoke exemptions for several global semiconductor giants related to China, which is seen as a positive for domestic alternatives [2] - Anticipation of strong performance in the tech sector for the first half of the year is building ahead of upcoming semi-annual reports [2] Technical Analysis - The Shanghai Composite Index did not touch the 60-day moving average during its pullback, indicating strong support at this level, and closed above the 20-day moving average, suggesting limited downside potential [2] - Increased trading volume and a rare inflow of over 8 billion yuan from main funds indicate a recovery in market confidence [2] Local Stock Performance - In Hunan stocks, 118 out of 146 stocks rose, with four stocks increasing by over 10%, led by Sand Technology, which surged by 19.98% [3] - Sand Technology specializes in the research, production, and sales of experimental analysis instruments and intelligent control solutions for fuel, reporting a net profit growth of 45.38% year-on-year in its latest quarterly report [3]

计算机、国防军工等行业走强山东墨龙连收7个涨停板 6月23日，上证指数、深证成指早盘探底回升，午后震荡上扬；创业板指、科创50指数早盘探底回升，随后有所回落，午后震 荡回升。截至收盘，上证指数报3381.58点，涨0.65%，成交额4427.89亿元；深证成指报10048.39点，涨0.43%，成交额6798.4 亿元；创业板指报2017.63点，涨0.39%，成交额3403.28亿元；科创50指数报961.49点，涨0.38%，成交额249.95亿元。沪深两 市合计成交11226.29亿元，成交额较上一交易日增加548.91亿元。 盘面上来看，行业板块、概念涨多跌少，其中，计算机、国防军工、煤炭、环保、电力设备、化工、商贸零售、证券等行业 涨幅靠前；数字货币、跨境支付、财税数字化、华为、页岩气、核污染防治、油气设服、数据确权、信创等概念走势活跃。 食品饮料、钢铁等少数几个行业下跌；低碳冶金、猪肉等概念走势较弱。涨停个股主要集中在化工、电子、交通运输、医药 生物、国防军工、计算机等行业。 个股涨跌情况，截至收盘，沪深两市合计4213只个股上涨，812只个股下跌，平盘个股110只，停牌的个股18只。不含当日上 ...

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（%） | | --- | --- | --- | --- | | 兵装重组概念 | 5.82 | 出海50 | -0.26 | | 电子身份证 | 5.58 | 超级品牌 | -0.04 | | 数字货币 | 5.20 | 猪肉 | 0.09 | | 跨境支付(CIPS) | 4.47 | 白酒概念 | 0.10 | | 可燃冰 | 4.25 | 芬太尼 | 0.10 | | 移动支付 | 3.89 | 养鸡 | 0.24 | | 数据确权 | 3.89 | 特钢概念 | 0.46 | | 财税数字化 | 3.64 | 青蒿素 | 0.46 | | 华为鲲鹏 | 3.52 | 高股息精选 | 0.53 | | Web3.0 | 3.49 | 啤酒概念 | 0.57 | 资金面上看，今日数字货币概念板块获主力资金净流入37.38亿元，其中，69股获主力资金净流入，12 股主力资金净流入超亿元，净流入资金居首的是天源迪科，今日主力资金净流入6.13亿元，净流入资金 居前的还有恒宝股份、海联金汇、四方精创等，主力资金分别净流入4.2 ...

资金流入比率方面，湖南天雁、建设工业、东安动力等流入比率居前，主力资金净流入率分别为 37.13%、10.54%、4.91%。（数据宝） （原标题：兵装重组概念涨5.82%，主力资金净流入这些股） 截至6月23日收盘，兵装重组概念上涨5.82%，位居概念板块涨幅第1，板块内，7股上涨，湖南天雁、 长城军工等涨停，建设工业、东安动力、华强科技等涨幅居前，分别上涨7.24%、5.91%、3.83%。 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（%） | | --- | --- | --- | --- | | 兵装重组概念 | 5.82 | 同花顺出海50 | -0.26 | | 电子身份证 | 5.58 | 超级品牌 | -0.04 | | 数字货币 | 5.20 | 猪肉 | 0.09 | | 跨境支付(CIPS) | 4.47 | 白酒概念 | 0.10 | | 可燃冰 | 4.25 | 芬太尼 | 0.10 | | 移动支付 | 3.89 | 养鸡 | 0.24 | | 数据确权 | 3.89 | 特钢概念 | 0.46 | | 财税数字化 | 3.64 | 青蒿素 ...

今天，A股三大指数集体上涨。截至收盘，上证指数上涨0.65%，深证成指、创业板指数分别上涨 0.43%、0.39%。 沪深两市成交额达到11226亿元，较上周五放量549亿元。整个市场有超过4400只个股上涨，下跌个股仅 800余只，个股涨跌幅的中位数为上涨1.34%。 周末，美军袭击伊朗核设施的消息，让市场担忧。不过，达哥昨天用两段历史走势告诉大家不必忧虑， 同时认为当前的走势类似于2024年3-4月的箱体震荡走势。 果然，早盘市场在消化担忧情绪后逐渐回升，并最终迎来了普涨行情。上证指数今天上穿了5日、10 日、20日、30日均线，走出了一阳穿四线的走势。 虽然出现了一阳穿四线的走势，但上证指数的涨幅略有不足，因此明天非常关键。假如明天再接再厉向 上攻，那么确定性就增加了。 6月16日，数字货币板块指数以中大阳线的方式，突破去年以来的三重顶。当天达哥在文章中指出，接 下来可以重点观察其能否成为阶段主线，且短期有望反复活跃。 需要重点提到的是，数字货币板块指数于5月27日、6月16日两次与大盘共振，且收出的都是中大阳线。 明天上午10时，国务院新闻办公室将举行新闻发布会。本次发布会将介绍中国人民抗日战争暨世界 ...