算力概念

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A股算力概念股拉升,润建股份涨停,大位科技、首都在线、拓维信息、宏景科技、浙大网新等纷纷走高。
news flash· 2025-05-20 02:07
A股算力概念股拉升,润建股份涨停,大位科技、首都在线、拓维信息、宏景科技、浙大网新等纷纷走 高。 ...
【财经早晚报】中国对巴西等5国试行免签;娃哈哈回应今麦郎代工;王化回应有人扩散小米汽车销量
Sou Hu Cai Jing· 2025-05-15 09:57
Regulatory Developments - The Supreme Court and the China Securities Regulatory Commission (CSRC) have jointly issued guidelines to conduct representative litigation for securities disputes, aiming to lower the cost of investor rights protection [1] - The China Securities Association has revised its mediation rules for securities disputes, enhancing the credibility of the mediation process and establishing a mechanism for punishing dishonest behavior [2] Market Trends - The ChiNext Index fell by 1.91%, with over 3,800 stocks declining across the market, indicating a broad market downturn [4] - The trading volume in the Shanghai and Shenzhen markets was 1.15 trillion yuan, a decrease of 164.3 billion yuan from the previous trading day [4] Trade and Economic Relations - Following mutual tariff reductions, container shipping bookings from China to the U.S. surged by nearly 300%, with average bookings increasing from 5,709 to 21,530 standard containers within a week [5] - China has urged the U.S. to cease its Section 232 tariffs on imports, emphasizing the negative impact of unilateralism and protectionism on global trade [1] Technological Advancements - OpenAI has launched the GPT-4.1 model for ChatGPT users, focusing on coding tasks and instruction adherence, with access expanding to various user tiers [7] - Google DeepMind introduced AlphaEvolve, an AI agent designed for advanced algorithm development, which has made significant breakthroughs in solving complex mathematical problems [7]
特朗普!关税,大消息!
Zhong Guo Ji Jin Bao· 2025-05-15 08:05
【导读】特朗普称印度已提出取消对美产品关税不希望苹果在印度建厂 中国基金报记者泰勒 大家好,今天市场表现不佳,一起回顾下发生了什么事情。 特朗普称印度已表示愿意取消对美国产品的所有关税 5月15日,美国总统特朗普表示,印度已提出愿意取消对美国产品的关税,这一举措旨在达成一项有关进口税的协议。 特朗普在卡塔尔与商界领袖的一场活动中表示,印度政府"向我们提供了一项协议,基本上他们愿意对我们不征收任何关税"。 特朗普未透露印度方面这一提议的更多细节。 特朗普还表示,他曾与苹果公司首席执行官蒂姆·库克通话,劝阻他不要扩大在印度的生产。 特朗普谈到他与库克的对话时说:"我对他说,我不希望你在印度建厂。" 特朗普表示,在他们的交流之后,苹果公司将"增加在美国的生产规模"。 黄金跳水 5月15日,金价盘中跳水,一度跌至一个多月以来的最低点,因投资者等待关键的美国通胀数据以判断美联储的政策走向,同时中美贸易 关系回暖削弱了黄金的吸引力。 分析称,由于中美之间的积极对话削弱了避险需求,今日盘中黄金的走势前景偏弱,如果美国公布的零售销售和生产者物价指数(PPI) 数据表现良好,黄金可能将面临更大下行压力。 美联储政策制定者目前维 ...
海南华铁抛最高3亿回购提振信心 首季新签算力订单42亿业绩双增
Chang Jiang Shang Bao· 2025-05-14 23:53
长江商报消息 ●长江商报记者 汪静 算力概念股海南华铁(603300.SH)正式抛出回购方案。 5月13日晚间,海南华铁发布公告称,计划耗资不低于2亿元且不超过3亿元回购公司股份,用于股权激 励或员工持股计划,增强投资者信心。 长江商报记者注意到,在算力概念的加持下,目前海南华铁股价处于年内高位。5月14日收盘,公司股 价收报12元/股,较1月末上涨约131%。 算力业务方面,海南华铁进展显著,2025年一季度新签算力订单41.95亿元,新交付算力资产4.88亿元。 在此基础上,一季度,公司营收净利重回双增长。 拟回购提振市场信心 5月13日晚间,海南华铁发布公告称,计划通过集中竞价交易方式回购股份,回购金额不低于2亿元且不 超过3亿元,回购价格上限为15.95元/股,预计回购数量在1254万股至1881万股,占公司总股本的0.63% 至0.95%。 对于本次回购原因和目的,海南华铁表示,为进一步稳定投资者对公司股票长期价值的预期,构建稳定 的投资者结构,增强投资者信心和提升公司股票长期投资价值,同时充分调动公司员工的积极性,有效 地将股东利益、公司利益和员工利益紧密结合在一起,促进公司健康可持续发展,回购股 ...
突然爆发
Zhong Guo Ji Jin Bao· 2025-05-14 03:05
【导读】A股海运板块走高,稀土概念直线拉升 | 序号代码 | | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | --- | | T | 1698 | 腾讯音乐-SW 61.050 | | 6.550 | 12.02% | | 2 | 6618 | 京东健康 | 40.000 | 2.000 | 5.26% | | 3 | 9660 | 地平线机器人 7.320 | | 0.270 | 3.83% | | ব | 2015 | 理想汽车-W | 112.200 | 4.300 | 3.99% | | ഗ | 0241 | 阿里健康 | 5.360 | 0.190 | 3.68% | | 6 | 9618 | 京东集团-SW 142.100 | | 5.100 | 3.72% | | / | 9868 | 小鹏汽车-W | 81.450 | 2.700 | 3.43% | | 8 | 1810 | 小米集团-W | 50.250 | 1.600 | 3.29% | | ത | 0285 | 比亚迪电子 | 36.200 | 0.950 | 2.70% ...
A股开盘速递 | A股窄幅震荡!AI产业链走强 CPO、算力等方向领涨
智通财经网· 2025-05-14 02:00
Core Viewpoint - The A-share market is experiencing a narrow fluctuation with a slight decline in major indices, while certain sectors like shipping and AI are showing strength, and others like photovoltaic and e-commerce are facing corrections [1][2]. Group 1: Market Performance - As of May 14, the Shanghai Composite Index fell by 0.10%, the Shenzhen Component Index by 0.12%, and the ChiNext Index by 0.03% [1]. - The shipping and port concept stocks are performing strongly, with Ningbo Shipping and Nanjing Port achieving consecutive gains [3][4]. Group 2: Sector Highlights - The shipping and port sector continues to show strength, with significant gains in stocks like Ningbo Shipping (+10.12%) and Nanjing Port (+10.03%) [4]. - The CPO (Co-Packaged Optics) concept stocks are also rising, driven by news of Nvidia exporting AI chips to Saudi Arabia, which led to a surge in Nvidia's stock price [5][6]. Group 3: Institutional Insights - Shenwan Hongyuan indicates that the second quarter will be characterized by a high central tendency and a fluctuating market, with a focus on technology sectors for both short-term and long-term strategies [7]. - Dongxing Securities notes that improved US-China negotiations may lead to a more active market, with potential for a new upward cycle if Q2 performance continues to improve [8]. - Everbright Securities suggests that the market may experience short-term fluctuations and corrections, awaiting further positive policy developments [9].
算力概念股盘初拉升,立昂技术涨超10%
news flash· 2025-05-14 01:36
算力概念股盘初拉升,立昂技术(300603)涨超10%,瑞斯康达(603803)涨停,芯原股份、有方科 技、德科立跟涨。 ...
预判了你的预判!市场再现高开低走,能否重演5月7日后的上行戏码?——道达投资手记
Mei Ri Jing Ji Xin Wen· 2025-05-13 09:30
这种情况,就连持仓多是中长线仓位的达哥,也有点麻了。股价就是一直震荡,没有明显的方向,连做T的欲望也不强。 就上证指数而言,目前上方面临多个压力位:一是3月27日的高点3394点,二是3月19日的高点3439点,三是去年12月至今年3 月的高点连线,四是去年11月至12月的高点连线。 上述四个压力位,构成了一个空间约50点的压力区。指数要突破压力区,关键看两方面:一是市场内生动力,二是重要消息 或政策利好刺激。 5月7日,"一行一局一会"传来了政策利好消息;5月12日,《中美日内瓦经贸会谈联合声明》发布。除了这两件已经发生的事 之外,未来一段时间,在重要消息或政策利好刺激方面,暂时看不到预期。 今天,A股三大指数震荡整理。截至收盘,上证指数上涨0.17%,深证成指、创业板指数分别下跌0.13%、0.12%。 沪深两市成交额达到12916亿元,较昨日小幅缩量169亿元。整个市场有1941只个股上涨,3234只个股下跌,个股涨跌幅的中 位数为下跌0.37%。 昨天,《中美日内瓦经贸会谈联合声明》发布。中美之间取消关税税率的幅度,在股民及机构等看来都是超出市场预期的, 但今天市场上演了高开低走的剧本。 出现利好,但 ...
【焦点复盘】创指高开低走2000点得而复失,军工板块掀大面积涨停,多只化工股续创阶段新高
Xin Lang Cai Jing· 2025-05-07 09:45
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].
环球市场动态:OPEC+增产对油价的拖累难言结束
citic securities· 2025-05-07 03:26
Market Overview - The A-share market saw a positive start after the May Day holiday, with the Shanghai Composite Index rising by 1.13% to 3,316.11 points, and the Shenzhen Component Index increasing by 1.84% to 10,082.34 points[16] - The international oil price rebounded over 3% from a four-year low, with NYMEX crude oil rising 3.43% to $59.09 per barrel, driven by signs of a potential decline in U.S. production[27] Economic Indicators - During the May Day holiday, 314 million domestic trips were made in China, with total spending exceeding 180 billion RMB, reflecting an 8.0% year-on-year increase[16] - The U.S. trade deficit reached a record high in March, raising concerns about economic stability[6] Stock Market Performance - U.S. stock markets experienced declines, with the Dow Jones falling 389 points (0.95%) to 40,829 points, and the S&P 500 dropping 0.77% to 5,606 points[9] - European markets showed mixed results, with the UK FTSE 100 index rising for the 16th consecutive day, closing at 8,597 points, while the German DAX index fell 0.41% to 23,249 points[9] Commodity Trends - The commodity market outlook remains weak, with expectations of "oversupply" if OPEC+ continues to increase production, potentially leading to downward pressure on oil prices[6] - Gold is expected to outperform copper and oil in the commodity market, maintaining a strong position amid economic uncertainties[6] Currency Movements - The U.S. dollar index fell by 0.59% to 99.238, influenced by low U.S. Treasury yields and market expectations of a slower pace of interest rate cuts by the Federal Reserve[27] - The euro appreciated against the dollar, with the exchange rate at 1.137, reflecting a 0.5% increase[26] Fixed Income Market - The U.S. Treasury market showed strong demand, particularly for the 10-year Treasury auction, which had an indirect bid ratio of 91.1%, the highest since February 2023[29] - The yield on the 10-year U.S. Treasury note was reported at 4.29%, down 4.9 basis points from the previous day[29]