4月22日，Bitstamp报价显示，比特币重新站上9万美元/枚，现报90204美元/枚，日内涨逾3%。 ...

比特币向上触及90000美元/枚，续创3月7日以来新高，日内涨2.91%。 ...

比特币突破89000美元/枚，为3月7日以来新高，日内涨1.79%。 ...

Group 1 - The Tonghuashun Fruit Index concept declined by 1.38%, ranking among the top declines in the concept sector, with companies like Lens Technology, Lante Optics, and Changying Precision experiencing significant drops [1][2] - Among the stocks in the Tonghuashun Fruit Index, only two stocks saw price increases, with Zhongshi Technology and BOE A rising by 2.20% and 0.26% respectively [1][2] Group 2 - The concept sectors with the highest gains today included Supply and Marketing Cooperatives (+3.93%), Cross-Border Payment (CIPS) (+3.65%), and Glyphosate (+3.57%), while the China AI 50 and Nvidia concept saw declines of -2.09% and -1.48% respectively [2] - The Tonghuashun Fruit Index experienced a net outflow of 587 million yuan from main funds, with 14 stocks seeing net outflows, and five stocks experiencing outflows exceeding 50 million yuan [2] - The stock with the highest net outflow was Luxshare Precision, with a net outflow of 184 million yuan, followed by Goer Technology and Lingyi iTech with outflows of 165 million yuan and 61.8 million yuan respectively [2][3]

Market Performance - As of April 22, Nvidia concept stocks fell by 1.48%, ranking among the top declines in the concept sector, with stocks like Yingweike hitting the daily limit down, while stocks such as Guangxian Media, Shenghong Technology, and Maigemeite also saw significant declines [1] - The top gainers in the market included Ninebot Company, Aoni Electronics, and Advanced Digital Communication, which rose by 4.62%, 3.23%, and 2.89% respectively [1] Capital Flow - The Nvidia concept sector experienced a net outflow of 2.77 billion yuan, with 44 stocks seeing net outflows, and 6 stocks exceeding 100 million yuan in outflows [1] - Guangxian Media led the outflow with a net withdrawal of 1.11 billion yuan, followed by Shenghong Technology, Yingweike, and Maigemeite with net outflows of 529 million yuan, 246 million yuan, and 182 million yuan respectively [1] Stock Performance - The stocks with the largest net outflows in the Nvidia concept included Guangxian Media (-9.23%), Shenghong Technology (-7.28%), Yingweike (-9.99%), and Maigemeite (-5.11%) [2] - Conversely, stocks with net inflows included Aobi Zhongguang, Guangdian Yuntong, and Yangjie Technology, with inflows of 82.51 million yuan, 34.59 million yuan, and 18.91 million yuan respectively [3]

总之，市场整体氛围较好，题材轮动加速，短线情绪局部强势，黄金、消费、 AI 及机器人成为今日最强主线，虽然权重板块拖累指数表现，但 是题材热度说明游资量化在干活，市场的赚钱效应更能带动散户良性互动，当然题材持续性还得维持更高的成交量和市场活跃度。 | 黄金概念 | | | 工业软件 | 可燃冰 | | --- | --- | --- | --- | --- | | | | | | +1.44% | | +4.05% | | | +3.77% | -1.49亿 | | 33.647 | | | 9.19亿 | | | POE胶膜 | 基引概念 | 天然气 | 汽车芯片 | 生物质能 | | +1.43% | +1.43% | +1.42% | +1.42% | +1.42% | | 1.37亿 | -4178.48万 | | 2.274Z | 4112.51万 | | | | -1.23 Z | | | | 然図获展 | 地熱能 | 旅游概念 | SGDR | 盐湖提锂 | | +1.35% | +1.34% | +1.34% | +1.33% | +1.32% | | -1.06亿 | -5947.34万 | ...

值得注意的三点，首先是上周积极活跃的国家队今天休息了，其次据传今天大户 S 限制被解除了，再次今天科技成长方向迎来难得的资金活 跃。整体看来，今天游资量化和机构干活是更出力了，而作为重回交易正常化的首日表现当属利好。 一 、 GJD 休息，游资量化干活更出力 今天市场全天低开高走，三大指数集体收涨，沪指录得 7 连阳，逼近 3300 点关口，深成指、创业板指均涨超 1% 。两市成交额重回万亿级 别，达 1.04 万亿元，较上一交易日放量 1267 亿元，市场情绪明显回暖。周末翻车的机器人不弱反强，前面回调较多的 AI 应用和算力也十分 活跃，我们连推一周多的跨境支付也是持续走强。个股呈现普涨格局，沪深京三市超 4300 只个股上涨， 114 只个股涨停，仅 818 只个股下 跌，赚钱效应较强。 二、 行业板块与题材热度：黄金 & 大消费仍强， AI 与机器人齐飞 首先是黄金股才休息不到 3 天（美元指数盘中跌破 98 了）今天又全线爆发，受国际金价上涨及避险情绪推动，四川黄金、赤峰黄金、西部黄 金等近 10 股涨停，晓程科技更是 20cm 涨停，板块整体领涨市场。另一个中长期推荐配置的大消费持续活跃，国芳集团 ...

比特币突破86000美元/枚，日内涨0.97%。 ...

比特币站上85000美元/枚，日内涨0.63%。 ...

比特币向上触及85000美元，日内上涨0.8%。 ...