今日午后，A股上涨。数字货币、AI眼镜、创新药、可控核聚变等板块轮番启动，拉动大盘上涨。全市 场成交额11469亿元，较上个交易日放量552亿元。全市场超4400只个股上涨。 数字货币概念股午后掀起涨停潮，保税科技、恒宝股份、中科金财等多股涨停。四方精创（300468）盘 中"20CM"涨停，截至收盘上涨19.97%，成交额为79.75亿元，位居A股第一。 截至收盘，上证指数上涨0.65%，深证成指上涨0.43%，创业板指上涨0.39%。板块方面，跨境支付、港 口航运、军工信息化、油气等板块涨幅居前，白酒等少数板块下跌。 数字货币概念股大涨 数字货币概念股午后掀涨停潮，保税科技、恒宝股份、中科金财多股涨停。其中，四方精创盘 中"20CM"涨停。 | 全部 | 3日内有涨停 | 连续3日主力净 连板 | | --- | --- | --- | | 名称/代码 | 最新 ◆ | 涨幅 = 5日涨幅 = ▶ | | 优博讯 | | 21.14 +19.98% +19.77% | | 300531 | | | | 首板 最终涨停13:10 | | | | 四方精创 | 47.39 | +19.97% +29.20% ...

【导读】市场回暖，低开高走 A股低开高走 6月23日，亚洲市场早盘遭遇些许恐慌情绪，中东战火蔓延以及石油供应中断将对东亚石油进口国造成冲击，但随后情绪转暖，股市投资者 似乎并不太担心。 A股市场全天低开高走，三大指数集体上涨。截至收盘沪指涨0.65%，深成指涨0.43%，创业板指涨0.39%。 市场共4446只个股上涨，84只个股涨停，844只个股下跌。 | 880005 涨跌家数 | | | | --- | --- | --- | | 其中 涨停 | 84 | | | 涨幅 > 7% | 150 | | | 涨幅 5-7% | 163 | | | 涨幅 3-5% | 629 | | | 涨幅 0-3% | | 3504 | | 跌幅 0-3% | 776 | | | 跌幅 3-5% | 45 | | | 跌幅 5-7% | 15 | | | 跌幅 > 7% | 8 | | | 其中 跌停 | 1 | | | 上涨家数 | | 4446 | | 下跌家数 | 844 | | | 平盘停牌 | 130 | | | 总品种数 | | 5420 | | 总成交额 | | 11469.22亿 | | 总成交量 | | ...

6月23日，A股主要指数午后拉升转涨，沪指收涨0.65%报3381点，深证成指涨0.43%，创业板指涨0.39%。 全天成交1.13万亿元，较前一交易日增量552亿元，全市场超4400股上涨。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | | 3381.58 | +21.69 | +0.65% | | 000001 | NA | | | | | 创业板指 | | 2017.63 | +7.74 | 40.39% | | 399006 | mann | | | | | 深证成指 | | 10048.39 | +43.36 | +0.43% | | 399001 | min | | | | 盘面上，数字货币、跨境支付板块走高；伊朗议会批准在必要时关闭霍尔木兹海峡，港口航运板块爆发，油气股反复活跃；银行股、软件开发、 数据安全及华为昇腾等板块涨幅居前。另外，酿酒板块普跌，猪肉板块走弱。 具体来看： | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | ...

Market Performance - The Shanghai Composite Index rose by 0.65%, the Shenzhen Component Index increased by 0.43%, and the ChiNext Index gained 0.39% on June 23 [1] - The total trading volume in the two markets reached 1.12 trillion yuan [2] Stock Movement - Over 4,400 stocks in the market experienced gains, indicating a bullish sentiment [4] - Sectors such as cross-border payment, port shipping, military information technology, digital currency, and oil & gas saw significant increases, while a few sectors like liquor experienced declines [5] Sector Highlights - Cross-border payment stocks showed strong performance, with companies like UboXun and Sifang Jingchuang hitting the 20% daily limit, and others like Shenzhou Information and Jida Zhengyuan also reaching the limit [6] - The port shipping sector performed robustly, with stocks such as Ningbo Shipping and Ningbo Ocean hitting the daily limit [6] - Oil and gas stocks were active, with Huai Oil hitting the daily limit and others like Beiken Energy and Tongyuan Petroleum rising by 7% [6] Capital Flow - Main funds saw net inflows in sectors like electronics, electric equipment, basic chemicals, and computers, while there were net outflows in food and beverage, public utilities, and steel sectors [7] - Specific stocks such as Tianyuan Dike and Rongfa Nuclear Power received net inflows of 626 million yuan and 477 million yuan respectively, while stocks like Tianfu Communication faced net outflows of 678 million yuan [7] Institutional Insights - CITIC Securities noted that the external environment remains turbulent, leading to high market rotation and a preference for certainty, suggesting a focus on sectors with potential earnings surprises [8] - China Galaxy Securities projected a potential upward trend in the A-share market by the second half of 2025, driven by supply-side reforms and capital market reforms [8]

Market Overview - The stock indices showed narrow fluctuations in the morning and surged in the afternoon, with the North Securities 50 Index rising over 1% and more than 4,400 stocks gaining [1] - By the close, the Shanghai Composite Index increased by 0.65% to 3,381.58 points, the Shenzhen Component Index rose by 0.43% to 10,048.39 points, and the ChiNext Index climbed by 0.39% to 2,017.63 points [1] - The North Securities 50 Index saw a gain of 1.54%, with a total trading volume of 1,147.1 billion yuan across the three markets [1] Sector Performance - The oil sector showed strong performance, while logistics, chemicals, semiconductors, non-ferrous metals, coal, pharmaceuticals, and brokerage sectors also experienced gains [1] - Emerging themes such as digital currency, cross-border payments, shipping concepts, and solid-state battery concepts were active [1] Economic Outlook - External uncertainties and insufficient domestic demand remain challenges for the second half of the year, but sustained policy efforts are expected to showcase strong resilience in the domestic economy [1] - With the expansion of equity public funds, the influx of medium to long-term capital, and supportive policy tools, the A-share market is likely to maintain a stable and improving trend [1] - Current A-share valuations are at a historical medium level and are relatively low compared to mature overseas markets, indicating a higher investment cost-performance ratio [1] - Overall, the A-share market is anticipated to exhibit a trend of oscillating upward by the second half of 2025 [1] Structural Investment Opportunities - Safe assets with low valuations and high dividend characteristics align with the medium to long-term capital allocation needs, providing both safety margins and yield certainty in an uncertain external environment and low-interest rate context [2] - The theme of technological innovation is crucial for accelerating the cultivation of endogenous growth momentum and should be monitored for breakthroughs in industrial trends [2] - The large consumption sector is showing bright domestic consumption data under policy support, with new consumption trends emerging, particularly in pet economy, IP economy, and domestic beauty and personal care [2] - Mergers and acquisitions in sci-tech enterprises, central state-owned enterprises, and traditional industries are also a focus area [2]

近期，各券商研究所掀起稳定币研究热潮。据统计，仅过去一周，就有至少16家券商发布24篇研报对稳定币进行系统研究，其中不乏专题及深 度研究。 券商掀起稳定币研究热潮 与此同时，本月以来多只稳定币概念股被机构扎堆调研。券商普遍认为，随着全球各地监管政策的落地，稳定币行业有望实现合规发展，未来有望在应用广度和深 度上不断延伸。 根据券商中国记者不完全统计，仅过去一周（6月15日至6月21日），就有至少16家券商发布24篇研报全面研究稳定币，内容覆盖宏观、计算机、传媒互联网、金 融、区块链等多个行业角度。其中不乏一些券商推出稳定币专题及深度研究，比如国金证券、中泰证券、东吴证券、天风证券均推出稳定币专题或深度研究，中信 证券宏观、海外、银行、非银等多个研究团队从各个行业角度深入研究。 伴随券商研报密集出炉，路演和电话会议热度也持续攀升。券商中国记者获悉，仅近半个月，券商举办的以稳定币为主题的电话会议就超过30场，覆盖了政策解 读、产业链分析和投资策略等多个维度。 | 券商 | 研报标题 | 研报发布日期 | | --- | --- | --- | | 国会证券 | 海外稳定币跟踪: Circle + Coinbase ...

Core Viewpoint - Lakala is facing significant operational challenges and is exploring a secondary listing in Hong Kong while accelerating the application of digital currency in cross-border scenarios to enhance its international competitiveness [1][8]. Group 1: Company Background - Founded in 2005 by Sun Taoran, Lakala was a pioneer in the domestic third-party payment sector, starting with card terminals in convenience stores and expanding to a global cross-border payment network covering over 100 countries [1]. - At its peak, Lakala achieved an annual net profit exceeding 1 billion yuan [1]. Group 2: Business Challenges - Lakala is currently experiencing a decline in both revenue and net profit, with a further drop in Q1 2024 [1][6]. - The company has faced increased competition and regulatory scrutiny, particularly from major players like Alipay and WeChat Pay, which have adopted a "card-binding" model for cashless payments [5]. Group 3: Strategic Initiatives - In response to operational pressures, Lakala is pursuing a strategy that integrates "payment + SaaS + AI" and is expanding its cross-border payment services [7]. - The company reported a year-on-year increase of 76% in the number of cross-border merchants and an 85% rise in cross-border payment transaction volume [7]. Group 4: Financial Performance - In Q1 2025, Lakala's revenue decreased by 13.02% to 1.3 billion yuan, while net profit fell by 51.71% to 101 million yuan, with a non-recurring net profit decline of 62.97% [6].

比特币重新涨回10万美元大关，跌幅收窄至1.7%。 比特币/美元 ...

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday regarding significant stock market events, including suspensions, increases or decreases in holdings, investment wins, acquisitions, earnings reports, unlocks, and high transfers, with key announcements marked in red to assist investors in identifying investment hotspots and preventing black swan events [1] - The company is currently laying out products related to solid-state batteries, indicating a strategic focus on this emerging technology [1] - The company provides information services such as CIPS and digital currency bridges to numerous banks, showcasing its involvement in digital currency, military applications, cross-border payments, cloud computing, blockchain, and low-altitude economy [1] - The company plans to restructure and acquire a computing power enterprise, indicating its expansion into cross-border e-commerce, computing power, and AI glasses [1]

Group 1: Geopolitical Events Impacting Markets - Iran's parliament has voted to potentially close the Strait of Hormuz, a critical maritime route for global oil trade, which could impact approximately one-third of the world's seaborne oil trade [2] - U.S. Vice President Pence stated that closing the Strait would be detrimental to Iran's economy, emphasizing the strategic importance of this waterway [2] - Following U.S. airstrikes on Iranian nuclear facilities, tensions have escalated, with Iran's Revolutionary Guard threatening to retaliate against U.S. interests in the region [3][4] Group 2: Cross-Border Payment Innovations - The launch of the Cross-Border Payment System marks a significant step in enhancing the convenience of using the Renminbi in cross-border retail scenarios, promoting the internationalization of the currency [6] Group 3: Securities Market Developments - The China Securities Regulatory Commission (CSRC) is seeking public opinion on a revised classification evaluation system for securities companies, aiming to promote high-quality development and support differentiated growth for smaller firms [7] Group 4: Market Analysis and Investment Strategies - CITIC Securities recommends focusing on sectors like North American AI hardware supply chains and industries with good mid-year performance and reasonable valuations, such as wind power and gaming [9] - The analysis indicates that the Hong Kong stock market is currently under pressure, but opportunities may arise in electric vehicles, innovative pharmaceuticals, and new consumption sectors [11] - Huaxia Strategy emphasizes the importance of the "1+6" policy framework aimed at supporting technological innovation and enhancing the attractiveness of A-shares in the international market [14] - The outlook for A-shares remains optimistic, with expectations of a gradual upward trend supported by policy measures and market reforms [19][20]