一、 超预期 "双降"高开低走，军工化工领涨，题材轮动加速 1. 大盘指数走势及强度 指数表现：三大指数高开低走，尾盘小幅回升。沪指涨 0.8%报3342点，深成指涨0.22%，创业板 指涨0.51%，市场整体维持震荡上行趋势。 成交放量：两市成交额达 1.47万亿，较前一日放量1321亿，显示市场活跃度提升，资金博弈加 剧。 缺口回补：沪指回补 4月7日跳空缺口，短期技术面偏强，但高开低走显示部分资金兑现意愿较强 ， 后续还要看市场资金重新找回主线节奏 。 2. 盘面热点及行业表现 （1） 军工板块爆发（ 今日 最强 板块 ） 催化因素：印巴冲突升级 +国产大飞机C919商业化加速。 核心个股：晨曦航空（ 20cm涨停）、航天长峰、中航成飞等超20股涨停，板块涨停潮，资金介入 较深。 持续性判断：军工股历来受事件驱动，短期仍有惯性冲高动能，但 同时观察到多股午后炸板，更多 应该是量化资金助攻所致，同时部分个股高位放量明显，还 需关注后续资金承接情况。 （2） 化工板块趋势新高（机构主导） 领涨标的：红宝丽（涨停创历史新高）、中毅达（趋势加速）、渝三峡 A（6连板）。 逻辑支撑：涨价预期（钛白粉、化肥） +业 ...

Market Overview - On May 7, 65 stocks hit the daily limit, while 46 stocks fell back, resulting in a sealing rate of 58%. The total trading volume in the Shanghai and Shenzhen markets reached 1.47 trillion yuan, an increase of 132.1 billion yuan compared to the previous trading day. The Shanghai Composite Index rose by 0.8%, the Shenzhen Component Index increased by 0.22%, and the ChiNext Index gained 0.51% [1][10]. Stock Performance - The number of stocks with consecutive limit-ups decreased to 38.88%. Notable performers included Yuzhong Three Gorges A with a six-day limit-up streak and Jingjin Electric with a four-day limit-up streak. The market saw a rapid rotation of hot sectors, with over 3,200 stocks rising [3][4]. - The military industry sector showed strong performance, with several stocks hitting the limit-up, driven by a report indicating a 9.4% increase in global military spending for 2024, the largest increase since the end of the Cold War [7][10]. Sector Analysis Robotics - The robotics sector experienced fluctuations, with the humanoid robot competition and the World Robot Conference scheduled for August. Stocks like Zhongchao Holdings and Longxi Co. saw consecutive limit-ups, while others faced pullbacks. The lightweight materials segment remains a key focus for investment [6][24]. Chemical Industry - The chemical sector remains in the spotlight due to price fluctuations in various chemical products. Stocks such as Hongqiang Co. and Zhongxin Fluorine Materials saw significant gains, driven by market interest and performance in specific sub-sectors like phosphoric acid and pesticides [8][19]. AI and Computing Power - The AI computing power sector is showing strong performance, with companies reporting positive earnings. The sector is expected to maintain high growth, supported by recent financial disclosures [20][21]. Consumer Sector - The consumer sector is experiencing a rebound following the announcement of a 500 billion yuan loan program aimed at boosting consumption and supporting the elderly. Stocks like Guofang Group and Yimin Group saw significant gains [9][37]. Real Estate - The real estate sector is benefiting from a reduction in housing loan interest rates, which is expected to stimulate demand. Stocks such as Sanxiang Impression and Tianbao Infrastructure saw positive movements [39][40].

机器人板块接下来怎么看？早有言。机器人乃五岳科技线重要分支，必有大行情。此番假期利好中超全 注直接被资金强势顶出一字，龙溪、荣泰、高开秒板，足见板块热度。此前谅让刘毅的男方今日冲板， 妥妥大肉，便是明证。不过风险信号也得警惕。方正今日高开跳水断板，明日若继续走弱，板块短期恐 生变数，而中超全注一字无换手，贸然追涨极可能高位接盘，不如暂且观望，想抓机器人机会，还得看 老龙头。南方东方行尺，这些股性活跃，辨识度拉满的标的，只要趋势不破，沿着均线低吸，便是稳稳 的机会。孔明先生，最近停牌公司扎堆出现，究竟是何缘故？二位且听亮道来。眼下年报与一季报披露 完毕，市场进入长达数月的业绩真空期，此乃资本运作的黄金时机。不少公司瞅准机会谋划股权变更， 资产并购重组等动作。昨晚突然停牌的惠博点头便是例证。回顾往年此时重组概念，想来是资金热炒的 暗线，同一控股股东下有潜在并购可能的标的，极可能成为下一个风口。速速紧盯这条暗线。 此外，华盛今日一字换手，明日大概率加速。再看华强，作为华为芯片核心代理商，刚突破平台，5月 芯片量产在即，必然是最直接的受益者。至于冲板失败的长虹和拓维趋势完好，守住5日线回踩机会。 机器人中超全注大单一 ...

Group 1 - The article discusses the recent market movements in May, highlighting the emergence of low-level stocks and the influence of various sectors such as robotics and automotive components [1][2] - The robotics sector, particularly the exoskeleton robots, saw significant activity due to news from popular tourist attractions adopting these technologies, leading to a surge in related stocks [1] - The automotive parts sector is identified as a potential major focus for May, especially with the news of tariff exemptions in Mexico, which is expected to benefit companies in the electric vehicle supply chain [2] Group 2 - Huawei's announcement regarding the upcoming launch of HarmonyOS computers has positively impacted related stocks, with companies like Changshan Zhaozilong experiencing renewed interest [2] - The article notes that while the robotics and Huawei HarmonyOS sectors are currently trending, the automotive parts sector is anticipated to become the main focus as more news develops [2] - The overall market sentiment is described as optimistic, with potential for further growth in low-priced, low-market-cap companies within the automotive parts sector [2]

一、行情回顾 市场全天高开高走，沪指涨超1%重返3300点。可控核聚变概念集体走强，久盛电气、合锻智能、兰石重装、海陆重工等涨停。机器人概念股反复活跃，尤 夫股份、龙溪股份、日盈电子、福达股份等封板。鸿蒙概念股全线走高，常山北明、九联科技、天源迪科、狄耐克等多股涨停。个股呈现普涨态势，沪深京 三市近5000股飘红，今日成交1.36万亿。 二、当日热点 1.核聚变 核聚变板块再度大涨，合锻智能、久盛电气、兰石重装等多股涨停。 催化上，据新华社报道，国际热核聚变实验堆（ITER）组织官网4月30日宣布，其已完成全球最大、最强的脉冲超导电磁体系统的所有组件制造，这是聚变 能源领域的一项里程碑式成就。 此外，5月1日，合肥紧凑型聚变能实验装置（BEST）项目工程总装工作比原计划提前两个月，在聚变堆主机关键系统综合研究设施园区正式启动。 | 司 ITER宣布完成反应堆"电磁心脏"——世界最大、最强的脉冲超导电磁体系统的全部组 | | --- | | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 = | | | --- | --- | --- | --- | --- | - ...

Market Overview - A-shares experienced a strong opening on May 6, with the Shanghai Composite Index rising by 0.94%, the Shenzhen Component Index by 1.66%, and the ChiNext Index by 2% [1][5] - The total market turnover reached 866.5 billion yuan, an increase of 138.3 billion yuan compared to the previous day, with over 4,800 stocks rising [1][5] Sector Performance - The controllable nuclear fusion sector saw significant gains, with stocks like Zhongzhou Special Materials and Jiusheng Electric hitting the daily limit [3] - Rare earth permanent magnet stocks also performed well, with companies such as Shenghe Resources and Tianhe Magnetic Materials reaching the daily limit [3] - The banking sector lagged behind, with stocks like Chongqing Rural Commercial Bank dropping over 3% [3] Key Concepts and Trends - The market is showing strong momentum, with a healthy price-volume relationship, indicating potential bullish trends [5] - The expectation of monetary easing measures, such as reserve requirement ratio cuts and interest rate reductions, is contributing to market optimism [7][8] - The end of the annual report season has led to a cleansing of underperforming stocks, reducing the risk of unexpected losses for investors [8]

上天天基金APP搜索【777】领 98 元券包 ，优选基金10元起投！限量发放！先到先得！ 稀土再成市场上"最靓的仔"！ 节后第一个交易日，稀土永磁板块开盘走强，盛和资源直线涨停，九菱科技、大地熊、广晟有色、西磁科技、 中国稀土等纷纷拉升。值得注意的是，与稀土永磁概念相关的机器人概念股亦是集体拉升，十余只股票涨停或 涨幅超过10%。 消息面上，自中国宣布对7类中重稀土相关物项实施出口管制后，稀土金属价格在数周内达到了创纪录的高 位，截至5月1日，欧洲镝价已自4月初以来上涨两倍，达到850美元/公斤；铽价从965美元/公斤上涨至3000美 元/公斤，累计涨幅超210%。 果然飙涨 今天早上，稀土永磁板块急速拉升。九菱科技大涨近30%、西磁科技、奔朗新材、华阳新材、盛和资源等大 涨。中国稀土、北方稀土、包钢股份等股票皆有不俗表现。 五一长假期间，该板块有利好传出。据《日经亚洲》5月3日报道，自中国4月4日宣布对7类中重稀土相关物项 实施出口管制后，稀土金属价格在数周内达到了创纪录的高位。截至5月1日，欧洲镝价已自4月初以来上涨两 倍，达到每公斤850美元（约6180.6元人民币）。铽价则从每公斤965美元（约70 ...

稀土再成市场上"最靓的仔"！ 节后第一个交易日，稀土永磁板块开盘走强，盛和资源直线涨停，九菱科技、大地熊、广晟有色、西磁科技、 中国稀土等纷纷拉升。值得注意的是，与稀土永磁概念相关的机器人概念股亦是集体拉升，十余只股票涨停或 涨幅超过10%。 消息面上，自中国宣布对7类中重稀土相关物项实施出口管制后，稀土金属价格在数周内达到了创纪录的高 位，截至5月1日，欧洲镝价已自4月初以来上涨两倍，达到850美元/公斤；铽价从965美元/公斤上涨至3000美 元/公斤，累计涨幅超210%。 果然飙涨 今天早上，稀土永磁板块急速拉升。九菱科技大涨近30%、西磁科技、奔朗新材、华阳新材、盛和资源等大 涨。中国稀土、北方稀土、包钢股份等股票皆有不俗表现。 五一长假期间，该板块有利好传出。据《日经亚洲》5月3日报道，自中国4月4日宣布对7类中重稀土相关物项 实施出口管制后，稀土金属价格在数周内达到了创纪录的高位。截至5月1日，欧洲镝价已自4月初以来上涨两 倍，达到每公斤850美元（约6180.6元人民币）。铽价则从每公斤965美元（约7016.9元人民币）上涨至3000美 元（约21814.1元人民币）。根据可追溯至2015年5 ...

思想钢印每日投资感悟 20250430 去年是大票业绩强于小票，但 Q1 小盘指数业绩改善明显改善，超过了大盘指数的业绩， 也验证了复苏期，往往小票先行的宏观经验 一、宏观&策略 | | A股市场核心指数 | | | | --- | --- | --- | --- | | 创成长 | 创业板综 | 创价值 | 国证2000 | | 1.66% | 1.25% | 1.11% | 1.04% | | 1118181819 | 科创20 | 创业板50 | 创业板指 | | 50 0.87% | 0.85% | 0.84% | 0.83% | | 中证1000 | 深证A指 | 东方财富 | 国证1000 | | 0.79% | 0.70% | 全A 0.09% | 0.06% | | 中证800 | 中证A100 | 沪深300 | FIF180 | | 0.04% | -0.11% | -0.12% | -0.17% | | A股指数 | 上证指数 | FJF20 | 红利指数 | | -0.23% | -0.23% | -0.47% | -0.87% | 一季报全部出披露完毕，一定程度上也解释了一季度的上涨 ...

盘前要闻 情绪影响：正面 假期全球多个市场正常交易，大类资产涨多跌少。中国资产方面整体表现强势，恒生科技指数涨超 3%，领涨全球主要指数;5月2日，离岸人民币大涨近1%，5月5日开盘继续上涨，盘中一度升穿7.20关 口，最高攀升至7.1843，为去年11月以来首次。 2、国际金价重拾涨势!黄金期货昨日涨幅一度接近3%，三大原因浮现 类型：市场 情绪影响：正面 5月5日，国际金价重拾升势，COMEX黄金期货一度突破3330美元/盎司，日内涨幅一度接近3%。背后 主要有三个原因：一是美国又为关税大战开辟了新战场，二是中东局势再度紧张，三是俄乌冲突尚未出 现明显进展，高盛预期年底金价为每盎司3700美元。 3、美方近期多次主动传递谈判意愿，商务部回应：正在进行评估 类型：宏观 情绪影响：正面 1、假期中国资产强势：恒生科技指数涨3%，人民币一度创近半年新高 类型：市场 近期美方多次表示，正与中方就经贸问题进行谈判，并会达成协议。商务部新闻发言人对此表示，中方 注意到美方高层多次表态，表示愿与中方就关税问题进行谈判。同时，美方近期通过相关方面多次主动 向中方传递信息，希望与中方谈起来。对此，中方正在进行评估。 4、特 ...