6月1 7日，三大股指开盘涨跌不一，上证指数开盘报3 3 8 8 . 1 8点， 跌0 . 0 2% ，深成指开盘报 1 0 1 7 7 . 6 7点， 涨0 . 1 4% ，创业板指开盘报2 0 6 1 . 4 7点， 涨0 . 2% 。创新药、PE EK材料、IP经 济概念股走强；油气、黄金、稀土永磁板块调整。 今日嘉宾观点 解锁【第一财经智享会员】实时解读市场动态，把握投资先机。 【第一财经智享会员专属】 【 今 日 早 盘 】 ①华安证券：预计黄金、原油价格继续上涨 华安证券指出，伊以冲突再次爆发并不断加剧，中东地缘政治风险上升，短期内带动避险黄 金、原油价格上涨。从近几年的历史复盘经验来看，剧烈冲突的地缘政治事件仅仅是黄金价 格短期上涨的催化剂，不会对金价形成中长期影响。主导黄金价格的因素需要回归到实际利 率和全球不确定性分析框架中，从这个角度中长期看，继续看多黄金价格上涨。原油价格方 面 ， 产 油 地 区 的 地 缘 政 治 冲 突 对 原 油 价 格 影 响 较 大 ， 当 前 伊 以 冲 突 仍 在 持 续 升 级 、 越 发 剧 烈，仍存很大不确定性，因此在冲突期间预计原油价格仍将进一步上 ...

Group 1 - The WiFi 6 concept sector experienced a decline of 1.35%, ranking among the top declines in concept sectors as of May 27 [1][2] - Major companies within the WiFi 6 sector, such as Broadcom Integrated, Cambridge Technology, and Tai Ling Microelectronics, saw significant declines in their stock prices [1][2] - Despite the overall decline, a few companies like Canqin Technology, Pingzhi Information, and Jiulian Technology recorded stock price increases of 1.17%, 0.85%, and 0.29% respectively [1][2] Group 2 - The WiFi 6 sector faced a net outflow of 490 million yuan in principal funds, with 41 stocks experiencing net outflows, and 19 stocks seeing outflows exceeding 10 million yuan [2] - Broadcom Integrated led the outflow with a net outflow of 63.34 million yuan, followed by Guanghetong, Unisplendour, and StarNet with outflows of 49.21 million yuan, 36.54 million yuan, and 30.23 million yuan respectively [2][3] - Conversely, stocks such as Pingzhi Information, Canqin Technology, and Gongjin Co. saw net inflows of 17.10 million yuan, 13.19 million yuan, and 4.07 million yuan respectively [3][4]

Market Overview - The A-share market experienced a collective adjustment with all three major indices recording four consecutive declines, with the Shanghai Composite Index down 0.18% to 3340 points, the Shenzhen Component Index down 0.61%, and the ChiNext Index down 0.68% below 2000 points [1][2] - The total market turnover was 10,241 billion, a decrease of 97 billion from the previous day, with over 2,500 stocks in the red [1][2] Sector Performance - The new consumption concept led the market, with sectors such as beverages, dairy, and leisure foods showing strong performance [2] - The pharmaceutical sector was active, with Huason Pharmaceutical hitting the daily limit, while the cultivated diamond sector also performed well, with Huanghe Xuanfeng reaching the daily limit [2][4] - The glyphosate, CRO, and sugar substitute concepts saw significant gains, while the precious metals sector declined, led by Chifeng Gold and Western Gold [2] Notable Stocks - In the glyphosate sector, Zhongqi Co. surged by 20.07%, while Zhongnong United and Guangxin Co. both increased by 10.02% [5][4] - The beverage manufacturing sector saw Jin Feng Wine and Junyao Health both hitting the daily limit, with other companies like Xiyang Xiyuan and Huaiqi Mountain also showing strong gains [6][7] - In the pet economy sector, Keta Bio reached the daily limit, and Yinglian Co. increased by 10.03%, indicating a growing trend in pet consumption [9] Innovation and Pharmaceuticals - The innovative drug sector was active, with Sanofi Guojian rising over 15%, and several companies announcing participation in the upcoming ASCO annual meeting to showcase their research [11] - The collaboration between Sanofi and Pfizer on a dual-target drug has heightened expectations for Chinese innovative drug companies to integrate into the global supply chain [11] Market Outlook - The market is expected to maintain a volatile pattern in the short term, with a lack of sustained upward momentum, but supportive policies for growth and development may provide some stability [16] - Key investment opportunities are identified in high-margin assets, clear technological narratives, and the consumer sector boosted by policy support [16]

智通财经5月27日电，市场早盘震荡调整，创业板指领跌。沪深两市半日成交额6105亿，较上个交易日 缩量366亿。盘面上热点集中在消费和医药两大方向，个股跌多涨少，全市场超3500只个下跌。从板块 来看，新消费股集体走强，饮料、IP经济等方向领涨，均瑶健康等多股涨停。医药股一度冲高，华森制 药涨停。化纤股震荡走强，苏州龙杰涨停。下跌方面，核电股展开调整，久盛电气等多股跌超5%。板 块方面，饮料制造、化纤、IP经济、中药等板块涨幅居前，PEEK材料、CPO、核电、苹果概念等板块 跌幅居前。截至收盘，沪指跌0.33%，深成指跌0.87%，创业板指跌0.98%。 午评：创业板指半日跌近1% 新消费股逆势大涨 ...

智通财经5月27日电，指数走弱，创业板指下挫跌逾1.00%，沪指跌0.35%，深成指跌0.89%，CPO、 PEEK材料、可控核聚变等板块指数跌幅居前。 创业板指跌逾1% ...

Core Insights - The report highlights the ongoing developments in various industries, including shipping, semiconductor, and energy technology, indicating potential investment opportunities in these sectors [6][7][10]. Industry Updates - Several shipping companies have announced rate increases for routes from Asia to the United States, with the cost for a 40-foot container rising by up to $3,000, impacting companies like Zhonggu Logistics and Ningbo Shipping [6]. - The rapid growth of the semiconductor industry is expected to drive demand for photosensitive polyimide (PSPI), with related companies such as Yanggu Huatai and Qiangli New Materials positioned to benefit [6]. - Haiguang Information plans to merge with Zhongke Shuguang, signaling a potential wave of mergers and acquisitions in the semiconductor sector, with companies like China Science Publishing and Zhongke Information being relevant [6]. Company Focus - Delong Co., Ltd. is actively advancing the construction of pilot and mass production lines for solid-state batteries, aiming to accelerate industrialization based on market demand [8]. - Henghui Security has achieved key technical indicators for tendon samples and has sent samples to multiple robotics companies [8]. - Kunlun Wanwei has launched the Tian Gong Super Intelligent APP, marking the debut of the world's first AI Agent architecture Office intelligent agent, which is expected to revolutionize mobile productivity [8]. - Yingjie Electric provides nuclear island adjustment equipment and power control systems for the domestic nuclear power industry, with its technology and applications being well-established [8]. Market Review and Outlook - On May 26, the market continued to show volatility, with the ChiNext Index leading the decline. The Shanghai Composite Index fell by 0.05%, the Shenzhen Component Index by 0.41%, and the ChiNext Index by 0.8%. Despite this, nearly 3,800 stocks rose, indicating selective strength in certain sectors [10]. - The total trading volume across both markets was 1.01 trillion, a decrease of 145.6 billion from the previous trading day. The market displayed a clear divergence in stock performance, with 85 stocks hitting the daily limit up and only 4 hitting the limit down, suggesting pockets of opportunity [10]. - The controllable nuclear fusion concept emerged as the strongest theme of the day, driven by policy resonance between China and the U.S. and accelerated construction of experimental reactors, attracting significant market attention [10]. - The gaming sector benefited from AI technology and content innovation, with signs of increased capital inflow as the summer consumption peak approaches [10]. - Technology-related sectors such as smart logistics, PEEK materials, and computing power concepts also showed active performance, while the pharmaceutical and banking sectors faced downward pressure due to valuation concerns [10].

Market Overview - The stock market experienced a mixed performance with over 3,700 stocks rising, while the total trading volume in the Shanghai and Shenzhen markets was 1.01 trillion, a decrease of 145.6 billion compared to the previous trading day [1] Company Insights - Zhongyida (600610.SH) reported a cumulative stock price increase of 299.26% from March 10 to May 26, despite no significant changes in its fundamentals, indicating a potential market overreaction and high speculation risk [2] - Hahong Huayuan (301137.SZ) acknowledged that its products can be used in controlled nuclear fusion projects, but the revenue from this sector remains relatively small [3] New Stock Offerings - There is one new stock available for subscription today [4] External Market - US markets were closed for Memorial Day, while European stock indices saw gains, with the German DAX30 up by 1.67%, the French CAC40 up by 1.21%, and the Euro Stoxx 50 up by 1.32% [6]

Market Overview - The market experienced fluctuations with the Shanghai Composite Index closing at 3346.84 points, down 0.05%, and the Shenzhen Component Index at 10091.16 points, down 0.41% [1] - The ChiNext Index fell by 0.80% to 2005.26 points, with a total trading volume of 2684 billion [1] Sector Performance - The controllable nuclear fusion, smart logistics, PEEK materials, and IP economy sectors saw significant gains, while innovative drugs, complete vehicles, traditional Chinese medicine, and vitamins faced declines [1][2] - Nuclear power stocks surged, with nearly 20 stocks hitting the daily limit, and IP economy concept stocks also showed strength with around 10 stocks reaching the limit [2] Institutional Insights - The market is currently in a short-term consolidation phase, but resilience remains, with expectations of policy support driving upward momentum [3] - The banking sector is viewed positively due to recent financial policies and stable interest margins, suggesting a potential performance turnaround [3] - The second quarter is expected to be a high central oscillation market, with macroeconomic uncertainties impacting risk appetite [4] Automotive Sector Analysis - The automotive sector is experiencing a downturn, attributed to price wars, with BYD launching significant promotional activities and concerns raised by Great Wall Motors regarding industry health [6] Transportation Sector Update - National railway cargo transport reached 7776 million tons, a 1.24% increase week-on-week, indicating stable logistics operations [7]

收评：沪指缩量震荡微跌 核电股集体爆发 智通财经5月26日电，市场全天震荡调整，创业板指领跌，宁德时代跌近5%。沪深两市全天成交额1.01万亿，较上个交易日缩量1456亿。盘面上，市场热点 较为杂乱，个股涨多跌少，全市场超3700只个股上涨。从板块来看，核电股集体爆发，中核科技等近20股涨停。IP经济概念股震荡走强，京华激光等近10股 涨停。智能物流概念股持续活跃，湘邮科技等涨停。下跌方面，医药股集体调整，海辰药业等多股跌超5%。板块方面，可控核聚变、智能物流、PEEK材 料、IP经济等板块涨幅居前，创新药、汽车整车、中药、维生素等板块跌幅居前。截至收盘，沪指跌0.05%，深成指跌0.41%，创业板指跌0.8%。 | 上证指数 深证成指 | | 创业板指 | | | --- | --- | --- | --- | | -3346.84 ·10091.16 | | -2005.26 | | | -1.53 -0.05% -41.25 -0.41% THE FOR THE LEASE IN | THE FOR | -16.24 | -0.80 A Book of | 洲宁衣现 封板率 73.00% 封板 62 触 ...

金十数据5月26日讯，指数今日集体调整，早间一度冲高回落，尾盘三大股指跌幅集体收窄，北证50指 数涨近2%。截至收盘，沪指收跌0.05%，深证成指收跌0.41%，创业板指收跌0.80%。盘面上，核电板 块掀涨停潮，近20只个股涨停。谷子经济、算力板块、PEEK材料午后冲高，汽车整车、化学材料等板 块跌幅居前。两市全天成交额超1万亿元，超3500只个股上涨。 A股收评：沪指冲高回落缩量调整 核电板块掀涨停潮 ...