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液冷再次聚焦,26年确定性增长!| 1223 张博划重点
Hu Xiu· 2025-12-23 13:55
| 档势线 | | 大盘趋势线 ▼ 九转 事件 热点回溯 加自选 均线 窗 预测 ◆ | | | 上指数 000001 | | | --- | --- | --- | --- | --- | --- | --- | | | | | 日 (2) ◎ 中 (1) 日 (1) (1 3041 | 3919.98 | +2.62 | +( | | | | | 3937.13 | 上证指数ETF | 0.00% | | | | | | 3920 | 三市成交额(沪深京) | | 1. | | | | | | 硕估成交额 | | 1. | | | | | 3910 | 较上日此时 | | +3 | | | | | | 沪股通额度余额 | | 额 | | | | | | 总市值 | | 64. | | | | | | 流通市值 | | 59. | | | | | 3876 | 最新 | 3919.98 昨收 | 3 | | | | | | 涨跌 | +2.62 开盘 | 3 | | | | | | 涨幅 | +0.07% 最高 | 3 | | | | | 3843 | 振幅 | 0.67% 最低 | 3 | | | | | ...
A股午后震荡下行,三大股指依旧收涨:半导体持续走高,两市成交近1.9万亿元
Xin Lang Cai Jing· 2025-12-23 07:36
A股三大股指12月23日集体小幅高开。早盘两市震荡走高,午后走出单边下行走势,三大股指均一度转 跌。 建筑材料涨幅居前,海南瑞泽(002596)、宏和科技(603256)、九鼎新材(002201)、友邦吊顶 (002718)等涨停,中材科技(002080)、中国巨石(600176)等涨超4%。 餐饮旅游板块的走低,导致社会服务板块领跌两市,曲江文旅(600706)、中国高科(600730)等跌 停,信测标准(300938)、西安饮食(000721)、华天酒店(000428)、岭南控股(000524)等跌超 4%。 从盘面上看,锂电池产业链领涨,海南自贸区概念股仍局部活跃,光刻机题材延续强势,能源金属概念 股表现出色。商业航天、稳定币、大消费、智能驾驶题材出现调整。 至收盘,上证综指涨0.07%,报3919.98点;科创50指数涨0.36%,报1340.02点;深证成指涨0.27%,报 13368.99点;创业板指涨0.41%,报3205.01点。 Wind统计显示,两市及北交所共1508只股票上涨,3852只股票下跌,平盘有96只股票。 沪深两市成交总额18999亿元,较前一交易日的18620亿元增加379亿 ...
龙虎榜复盘丨多个机构买入无人驾驶,核聚变、大消费表现活跃
Xuan Gu Bao· 2025-12-19 12:30
龙虎榜机构热股 今天机构龙虎榜上榜38只个股,净买入17只,净卖出21只。当日机构买入最多的个股前三位是:浙江世宝(1.21亿)、航天智造(9061万)、山子高科 (5811万) | 上榜热股 | 实时涨跌幅 : 买/卖家数 , | | | --- | --- | --- | | 浙江世宝 002703.SZ | +9.99% | 3/0 | | 3日 | | | | 航天智造 300446.SZ | +16.30% | 2/2 | | 山子高科 000981_S7 | +9.93% | 1/2 | 浙江世宝 龙虎榜显示,今日3家机构净买入1.21亿。 龙虎榜知名游资 一、大消费 甘肃、青海区域乳制品龙头,预计上半年同比大幅减亏 上海九百 个股龙虎榜 上海九百集团旗下,有位于上海市中心的静安寺珠宝古玩城,位于航华地区的九百家居和位于大华社区的九百购物中心 申港证券认为,中央经济工作会议将坚持内需主导、建设强大国内市场,以及坚持民生为大、实施稳岗扩容提质行动作为明年经济工作的重点任务,消费需 求侧和供给侧政策的发力或将带动大众品行业回升。零食、黄酒龙头这类新消费成长品类龙头企业今年三季度单季度营收同比仍保持较好 ...
焦点复盘沪指3连阳收复20日均线,全市场超4400股飘红,智能驾驶概念再度爆发
Sou Hu Cai Jing· 2025-12-19 09:17
智通财经12月19日讯,今日70股涨停,23股炸板,封板率为75%,胜通能源6连板,浙江世宝4连板,苏 利股份、中天服务、鹭燕医药3连板,西部材料11天6板,威帝股份10天5板,九牧王、嘉美包装6天4 板。沪指震荡回升,创业板指冲高回落,此前一度涨超1.5%。东百集团、平潭发展、海峡创新等多只 高位股尾盘跳水。沪深两市成交额1.73万亿,较上一个交易日放量704亿。盘面上,市场热点快速轮 动,全市场超4400只个股上涨。板块方面,海南、乳业、零售等板块涨幅居前,贵金属、半导体等板块 跌幅居前。 国内首批L3级有条件自动驾驶车型准入许可落地,长安、比亚迪、广汽、东风、上汽、吉利、小鹏、 理想等车企的多款车型已经获得上路测试许可。智能驾驶概念再掀高潮,浙江世宝晋级4连板,威帝股 份、索菱股份、山子高科涨停,豪恩汽电触及20厘米涨停。而日元加息利空落地,令港股智能驾驶以及 汽车整车股同样表现突出,佑驾创新单日飙涨超30%,小鹏汽车、零跑汽车双双涨超5%,从多家券商 机构研报看,在全球监管机构持续松绑智能驾驶商业化外,L4级无人驾驶也有望在明年迎来元年时 刻,其中长途运输、物流配送、出租车领域或实现年均100%以上复 ...
每日收评三大指数震荡反弹小幅收红,海南概念股午后走强,多只高位股尾盘跳水
Sou Hu Cai Jing· 2025-12-19 08:49
Core Viewpoint - The market experienced a rebound with the Shanghai Composite Index rising by 0.36%, the Shenzhen Component Index increasing by 0.66%, and the ChiNext Index up by 0.49%. The trading volume in the Shanghai and Shenzhen markets reached 1.73 trillion, an increase of 704 billion compared to the previous trading day. [1] Market Performance - The market saw rapid rotation of hotspots, with nearly 4,500 stocks rising, although some high-position stocks like Dongbai Group and Pingtan Development faced significant declines towards the end of the trading session. [1] - The Hainan sector surged in the afternoon, with stocks like Hainan Haiyao and Hainan Qiche Group hitting the daily limit. [1][2] - The consumer sector remained strong throughout the day, particularly in retail and dairy, with stocks such as Shanghai Jiubai and Zhuangyuan Pastoral reaching the daily limit. [1][2] Sector Analysis - The Hainan sector is benefiting from the implementation of the Hainan Free Trade Port's full island closure operation, which is expected to attract new industries and increase consumer traffic, providing growth opportunities for businesses in the region. [2] - The consumer sector is supported by recent national policies aimed at expanding domestic demand, which are expected to accelerate the transformation and upgrading of the retail industry. [2] - The smart driving concept stocks saw renewed strength, with companies like Zhejiang Shibao and Luchang Technology hitting the daily limit, following the announcement of the first batch of L3-level conditional autonomous driving vehicle permits by the Ministry of Industry and Information Technology. [3][6] Individual Stock Performance - Over 4,400 stocks closed in the green, with nearly 100 stocks rising over 9%. The consumer sector continued its strong performance, with multiple stocks achieving consecutive limit-ups. [5] - The commercial aerospace sector remained active, with stocks like Xibu Materials and Shenjian Co. also hitting the daily limit, although some popular stocks faced adjustments. [5] Future Market Outlook - The market is expected to face a new round of directional choices, with the Shanghai Composite Index showing relative strength. The focus will be on whether it can maintain its position above the 30-day moving average. [7][8] - Structural opportunities are anticipated, emphasizing the importance of capturing the rotation rhythm among popular themes. [8]
大消费板块掀起涨停潮!新股优迅股份盘中大涨超450%
Zheng Quan Shi Bao· 2025-12-19 06:36
大消费板块爆发。 A股市场今天(12月19日)上午整体上行,上证指数一度重回3900点之上。商贸零售板块大涨,板块内 个股掀起涨停潮,成为上午市场主要亮点之一。 新股方面,今天A股市场有一只新股上市,为优迅股份,盘中涨幅一度超过450%。 大消费板块掀起涨停潮 A股市场今天(12月19日)上午整体上行,主要指数不同程度上涨。截至上午收盘,上证指数报3899.31 点,上涨0.59%,盘中一度重回3900点之上;其他几个主要指数中,深证成指涨0.93%,创业板指涨 0.99%,科创50指数涨0.69%。 招股资料称,公司主要产品包括激光驱动器芯片(LDD)、跨阻放大器芯片(TIA)、限幅放大器芯片 (LA)、光通信收发合一芯片等。这些产品协同工作,为光通信实现高效、可靠的光电/电光信号转 换、放大和处理提供了完整的解决方案。 从行业板块和赛道来看,若按照申万一级行业划分,商贸零售板块大涨,板块盘中涨幅一度接近4%, 板块内个股掀起涨停潮。德必集团"20cm"涨停,中央商场、上海九百、大连友谊、东百集团等股票涨 停,百大集团涨9.25%,永辉超市涨8.20%。 此外,免税店、乳业、新零售等大消费概念亦大幅拉升。创 ...
利好!涨停潮
Zheng Quan Shi Bao· 2025-12-19 05:41
大消费板块爆发。 A股市场今天(12月19日)上午整体上行,上证指数一度重回3900点之上。商贸零售板块大涨,板块内个股掀起涨停潮,成为上午市场主要 亮点之一。 其他行业板块方面,轻工制造、房地产、综合等板块涨幅居前,板块涨幅均超过2%。汽车、社会服务、钢铁、环保等板块跟涨。银行、煤 炭板块整体走弱。 新股优迅股份盘中大涨超450% 新股方面,今天A股市场有一只新股上市,为优迅股份,盘中涨幅一度超过450%。 大消费板块掀起涨停潮 A股市场今天(12月19日)上午整体上行,主要指数不同程度上涨。截至上午收盘,上证指数报3899.31点,上涨0.59%,盘中一度重回3900 点之上;其他几个主要指数中,深证成指涨0.93%,创业板指涨0.99%,科创50指数涨0.69%。 从行业板块和赛道来看,若按照申万一级行业划分,商贸零售板块大涨,板块盘中涨幅一度接近4%,板块内个股掀起涨停潮。德必集 团"20cm"涨停,中央商场、上海九百、大连友谊、东百集团等股票涨停,百大集团涨9.25%,永辉超市涨8.20%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | ...
A股大消费板块集体爆发
Jing Ji Guan Cha Wang· 2025-12-19 05:33
Market Overview - The A-share market experienced an overall upward trend on December 19, with major indices showing varying degrees of increase. The Shanghai Composite Index closed at 3899.31 points, up 0.59%, briefly surpassing 3900 points during the session [1] - Other major indices also saw gains, with the Shenzhen Component Index rising by 0.93%, the ChiNext Index increasing by 0.99%, and the STAR 50 Index up by 0.69% [1] Sector Performance - The retail sector saw significant gains, with the sector's index rising nearly 4% at one point during the trading session. This led to a surge in individual stock performances within the sector [1] - Notable stocks that hit the daily limit include Debi Group (300947), Central Plaza (600280), Shanghai Jiubai (600838), Dalian Friendship (000679), and Dongbai Group (600693) [1] - Other retail stocks such as Baida Group (600865) and Yonghui Supermarket (601933) also performed well, increasing by 9.25% and 8.20% respectively [1] Consumer Concepts - The duty-free, dairy, and new retail sectors also saw substantial increases, with several stocks rising over 10%. Stocks such as Chuangyuan Co. (300703), Huanlejia (300997), and Xinnuo Wei (300765) were among those that performed exceptionally well [1] - Additional stocks that reached their daily limit include Xiwang Food (000639), Hongmian Co. (000523), Zhuangyuan Pasture (002910), Tianchuang Fashion (603608), Xinhua Du (002264), and Jiumuwang (601566) [1] - Other notable performers included Haikong Group (603069), China Duty Free Group (601888), and Knight Dairy, which all saw increases exceeding 7% [1]
市场早盘震荡走强,中证A500指数上涨0.76%,3只中证A500相关ETF成交额超57亿元
Sou Hu Cai Jing· 2025-12-19 03:52
有券商表示,近期A股经历阶段性调整后,当前已具备适当乐观的基础,可积极布局春季躁动行情。岁末年初,机构再配置需求释放与资金回流,有望持续 改善市场流动性、提振交易活跃度,跨年攻势已逐步启动。内外环境共振下,2026年A股跨年配置行情有望提前启动,为春季躁动行情奠定良好基础。 | 代码 | 名称 | 现价 | 涨跌幅 | IOPV 溢折率 换手率 成交金额 | | | --- | --- | --- | --- | --- | --- | | 563360 | A500ETF华泰柏瑞 | 1.235 | 0.82% | 1.2344 0.05% 20.31% | 80.50 | | 512050 | A500ETF基金 | 1.163 | 0.87% | 1.1626 0.03% 26.34% | 73.53 | | 159352 | A500ETF南方 | 1.216 | 0.83% | 1.2163 -0.02% 17.08% | 57.51 | | 159361 | A500ETF易方达 | 1.191 | 0.76% | 1.1904 0.05% 19.80% | 48.81 | | 159338 | ...
A股午评 | 指数震荡走强 大消费再度走高 智能驾驶概念反复活跃
智通财经网· 2025-12-19 03:48
12月19日,早盘指数震荡走强,三大指数集体上涨,逾4600股飘红,半日成交1.1万亿,较昨日放量421 亿。截至午间收盘,上证指数涨0.59%,深证成指涨0.93%,创业板指涨0.99%。 盘面上,可控核聚变走强,王子新材、雪人集团涨停,常辅股份涨幅靠前;商业航天概念反复走强,华 体科技2连板,信科移动、广联航空等跟涨;智能驾驶概念活跃,浙江世宝4连板,豪恩汽电领涨,万集 科技、索菱股份等跟涨;大消费板块拉升,零售、食品饮料、犒赏经济等方向均表现不俗,德必集团、 大连友谊、西王食品、东百集团涨停,此前三湘印象2连板。下跌方面,贵金属、影视院线等板块跌幅 靠前。 展望后市,兴业证券认为,近期重磅会议奠定的国内外积极的政策组合,创造了有利于风险资产演绎的 良好环境,跨年行情有望在寻找共识的过程中逐步展开。 热门板块 1、可控核聚变走强 大消费板块拉升,零售、食品饮料、犒赏经济等方向均表现不俗,德必集团、大连友谊、西王食品、东 百集团涨停,此前三湘印象2连板,天创时尚、中央商场、上海九百等涨停。 点评:消息面上,据商务部,近日,商务部办公厅、财政部办公厅印发《关于做好消费新业态新模式新 场景试点有关工作的通知》, ...