A股三大指数早盘低开高走，截至午盘，沪指涨0.05%，深成指涨0.13%，创业板指涨0.37%，北证50指 数涨0.86%。全市场半日成交额8055亿元，较上日缩量1305亿元。全市场超3200只个股上涨。 板块题材上，油气、游戏、数字货币板块涨幅居前；贵金属、毛发医疗、美容护理板块跌幅居前。 【3连板】 永安药业（002365）。 【2连板】 泰山石油（000554）、协鑫能科（002015）、兴化股份（002109）、准油股份、山东墨龙 （002490）、萃华珠宝、贝肯能源、大洋生物（003017）、捷强装备（300875）、金牛化工 （600722）、洲际油气、云煤能源（600792）、和顺石油（603353）、金橙子。 最强风口榜： 盘面上，油气股延续强势，准油股份（002207）、贝肯能源（002828）、洲际油气（600759）涨停。IP 经济概念股持续走强，光线传媒、地素时尚（603587）、珠江钢琴（002678）、萃华珠宝（002731）、 元隆雅图（002878）涨停。数字货币概念反弹，东信和平（002017）、海联金汇（002537）、恒宝股份 （002104）涨停。毛发医疗板块领跌，康 ...

Core Insights - SERES has emerged as a significant player in China's electric vehicle (EV) market, achieving remarkable sales growth and establishing itself as a leader in the luxury car segment [1][3] - The company reported a record revenue of 145.18 billion yuan in 2024, a year-on-year increase of 305.04%, with a net profit of 5.946 billion yuan [3] - SERES' gross margin for electric vehicles improved to 26.21%, but the company faces challenges in capturing high-value profits within the supply chain due to its deep integration with Huawei [3][6] Group 1: Strategic Positioning - SERES has successfully leveraged its partnership with Huawei, integrating advanced technologies in industrial design, smart cockpit, and marketing, which has differentiated it from competitors [4][5] - The company benefits from a robust manufacturing foundation established during its previous operations in traditional vehicles, enabling it to scale production effectively [4] - SERES' stock price has surged over tenfold since its low in 2022, reaching a market capitalization of over 150 billion yuan, providing it with significant capital for R&D and capacity expansion [5] Group 2: Challenges and Risks - SERES faces a paradox of relying heavily on Huawei for technological advancement while struggling with its own autonomous capabilities, raising questions about its long-term sustainability [6][8] - The global EV market is experiencing a slowdown, and increased competition within China, along with the gradual reduction of government subsidies, poses risks to SERES' high valuation [8] - The company's dependence on Huawei may inhibit its drive for independent brand development and core technology innovation, which are critical for long-term success [8][10] Group 3: Future Outlook - SERES must focus on transforming Huawei's technological advantages into its own innovative capabilities, particularly in core components and software development [9][10] - The company aims to enhance its ecosystem by integrating smart home technologies and exploring vehicle-to-grid (V2G) solutions, which could create new revenue streams [10] - While the current models, especially the M7 and M9, are crucial for revenue generation, SERES needs to build a differentiated competitive edge to ensure sustainable growth beyond its current reliance on Huawei [10]

Market Overview - The three major A-share indices collectively rose in the morning session, with the Shanghai Composite Index up 0.07%, the Shenzhen Component Index up 0.05%, and the ChiNext Index up 0.50%. The North Exchange 50 Index fell by 0.38%. The total market turnover for the half-day was 793.7 billion yuan, a decrease of 16.2 billion yuan compared to the previous day, with over 2,200 stocks rising across the market [1]. Sector Performance - The rare earth permanent magnet, quantum technology, nuclear power, and automotive parts sectors saw significant gains, while the agriculture and pork sectors experienced declines [2]. - The rare earth permanent magnet sector continued to surge, with Beikong Technology (600980) achieving a four-day limit-up, and Huayang New Materials (600281) and Ningbo Yunsheng (600366) hitting the daily limit [2]. - The quantum technology concept also performed well, with Geer Software (603232) and Dongxin Peace (002017) reaching the daily limit [2]. - The automotive parts sector strengthened, with companies like Disengli (603335), Yingli Automotive (601279), and Xishanghai (605151) hitting the daily limit [2]. - The port and shipping concept declined, with Lianyungang and Ningbo Shipping (600798) dropping over 5% [2]. Stock Highlights - Notable stocks with consecutive limit-ups include Beikong Technology and Suzhou Longjie, both achieving four consecutive limit-ups [4]. - Companies with three consecutive limit-ups include Kanghui Pharmaceutical (603139), while several others achieved two consecutive limit-ups [5]. Emerging Trends - The artificial intelligence sector is currently a strong focus, with 10 companies hitting the daily limit and two stocks with consecutive limit-ups, including Yuanlong Yatu and Xinbeiyang [6]. - The Huawei concept also saw 10 companies hitting the daily limit, with four stocks achieving consecutive limit-ups, including Hars and Quanfeng Automotive [7]. - The new energy vehicle sector had 10 companies hitting the daily limit, with six stocks achieving consecutive limit-ups, including Ningbo Yunsheng and Meichen Technology [8]. Specific Industry Insights - The automotive parts sector is benefiting from car manufacturers committing to a payment period of no more than 60 days, which includes major companies like BYD, FAW, Dongfeng, and others [10]. - The AI glasses market is experiencing explosive growth, with sales volume increasing over eight times year-on-year. The global shipment of smart glasses is projected to reach 12.8 million units by 2025, with a year-on-year growth of 26%, and the Chinese market expected to exceed 2.75 million units, growing by 107% [12].

A股市场，向来是投资者们情绪的"过山车"。今天，A股又想重演V形反转的走势，可最终连早盘的跳 空缺口都没能回补。本周的A股，着实给大家上演了一场惊喜之后的惊吓，这跌宕起伏的剧情，比电视 剧还精彩，让无数投资者直呼"刺激"！在这刺激的背后，大家更关心的是，今天的走势会对下周产生什 么影响？接下来，就让我们深入剖析一番。 在今天数千只股票下跌的惨淡景象中，银行股再次显得"鹤立鸡群"，整个A股仿佛都围绕在其周围，大 有一将功成万骨枯的意味。今天银行板块最大涨幅超过1%，场内主力仅用200多亿的成交量，就撬动了 A股近百万市值的盘面。然而，单一个银行板块的上涨，终究显得有些单调。大庄家还动用了证券板块 配合，用证券板块来缓慢做出反弹，让散户误以为是银行把大盘拉起来了，实则是证券和三大运营商在 背后发力。 可以想象，如果不是证券板块在下方托盘，今天的A股恐怕就是大跌的走势，到时候就是万绿丛中一点 红，而这个红，就是银行板块。助理这么做的目的，其实并不难理解。去年924行情以来，A股已经横 盘8个多月了，每次都是银行一枝独秀，大家也都习惯了这种局面。但这种局面背后，隐藏的是市场资 金的无奈和博弈。银行板块的强势，吸引了大 ...

Group 1 - The A-share market saw a new hotspot in the morning with the emergence of the ergotamine concept, leading to multiple stocks such as Chuaning Biological (301301), Ruoyuchen (003010), Jindawei (002626), and Liren Lizhuang (605136) hitting the daily limit [1][3] - Chuaning Biological experienced a "20CM" limit up, indicating strong investor interest in the ergotamine concept [1][4] - The beauty care sector surged, driven by the ergotamine concept, while the synthetic biology sector also saw gains [1][4] Group 2 - High-dividend assets like coal and banks performed well in the morning, while technology stocks experienced a pullback, suggesting possible institutional reallocation [7][8] - According to statistics from Caitong Securities, as of the first quarter, funds benchmarked against indices like CSI 300, CSI 800, and CSI 500 accounted for 71% of all actively managed public funds, indicating a low allocation to financial and public utility sectors [7][8] - The market's current dynamics may reflect expectations of public fund reallocation, with a potential rebound in allocations to banks, non-bank financials, and coal sectors in the medium to long term [8]

华为终端也由此全面进入鸿蒙时代。 五年磨一剑，首款鸿蒙电脑来了。 5月8日，华为搭载 HarmonyOS 5 的鸿蒙电脑正式亮相，标志着国产PC操作系统实现历史性突破。 至此，鸿蒙OS已全面覆盖手机、平板、电脑、手表、座舱等全场景终端设备。 受此提振，今日华为概念、鸿蒙概念集体活跃。截至A股收盘，东方中科、盛通股份、麒盛科技、东华 软件等多股涨停。 | 代码 | 名称 | 现价 | 涨跌 | 涨幅量 | | --- | --- | --- | --- | --- | | 300032 | 金龙机电 | 5.92 | +0.99 | +20.08% | | 300379 | *ST东调 | 5.76 | +0.96 | +20.00% | | 300897 | 山科智能 | 30.83 | +3.78 | +13.97% | | 688169 | 有万科技 | 57.68 | +6.70 | +13.14% | | 002101 | 东鸿图 | 13.26 | +1.21 | +10.04% | | 002963 | 豪尔赛 | 13.81 | +1.26 | +10.04% | | 603912 | 佳力图 ...

5月8日，A股主要指数低开高走，沪指涨0.28%报3352点，深证成指涨0.93%，创业板指涨1.65%。沪深两市全天成交额1.29万亿，较上 个交易日缩量1749亿。 | 代码 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3352.00 | +9.33 | +0.28% | | 399001 | 深证成指 | 10197.66 | +93.53 | +0.93% | | 399006 | 创业板指 | 2029.45 | +32.94 | +1.65% | 盘面上，军工股集体走强，成飞概念、军工电子、军工装备等方向领涨，中航成飞20%涨停；特朗普政府拟取消对先进AI芯片出口的 限制，CPO概念活跃；脑机接口板块走高，爱朋医疗涨超13%；光伏设备板块强势，高测股份20CM涨停；华为概念爆发涨停潮，金龙 机电20CM涨停。此外，轨交设备、通信设备、白色家电、低空经济等板块走强。 另外，贵金属板块走低，晓程科技领跌；PEEK材料板块下挫，新瀚新材跌超11%；转基因、粮食概念、港口航运、美容护理等板块跌 幅居前。 具 ...

大盘节后放量开门红，成交13362亿，外资成交1741亿，板块上可控核聚变，华为等概念表现较强，银行等表现一般，整体属于普涨行情。 我们从贸易战到现在，其实整体属于比较稳妥的方式，包括看待资金介入的板块。以及波段的方向。包括节前也反复明确。 指数明天支撑3280点，压力3350点，成交量要是能到1.5万亿就是越来越良性。周四是21天时间点，是个变盘周期点，明天有个发布会【和924发布会的部 门一样，具体看看明天讲什么】，看看什么情况，我们当下策略就是看放量，和守好支撑。持股看，不用先入为主，唯独就是留意冲高回落。 咱们看待五月的话，就是重个股轻指数，机会会多点。因为个股伴随着季报披露完毕后，有个真空期，这个真空期，就看板块炒未来的方向。所以咱们也 明确了科技成长。五一节前给的策略：我们都是明确的。再往前的咱们就不去看了。毕竟持续看的，都是明确方向和节奏。剩下就是等未来。着眼好策 略。 现在就是看看市场的变化，到关键3350附近能否上冲稳住，从而决定是否对到达大压力的进行格局。如果不能稳住，个股到大压力无法突破，那么我们就 还按照贸易战以来的策略去着眼冲高回落的减仓。然后等待支撑再去加仓的策略。保持灵活。细节咱 ...

Group 1 - Institutions ranked 39 stocks today, with net purchases in 20 stocks and net sales in 19 stocks [1] - The top three stocks with the highest net purchases by institutions are: Qingdao King (156 million), Zhongzhou Special Materials (141 million), and Zhenjiang Co., Ltd. (103 million) [1][2] - Qingdao King saw a net purchase of 156 million from 4 institutions, with a price increase of 9.97% [2] Group 2 - Zhongzhou Special Materials had a net purchase of 141 million from 4 institutions, with a price increase of 20.01% [2] - Zhenjiang Co., Ltd. experienced a net purchase of 103 million from 3 institutions, with a price increase of 3.89% [2] - Qingdao King is one of the first companies to access the CIPS standard transceiver from Industrial Bank, improving the efficiency of import and export business settlements [2] Group 3 - The World Health Organization (WHO) plans to officially recommend the use of weight loss drugs for treating adult obesity, marking a significant policy shift in addressing the obesity crisis [2] - Jinkai Biotechnology is a supplier of the oral permeation enhancer SNAC, an intermediate for semaglutide [2] - Huawei's CloudMatrix 384 super node has been launched in data centers, providing high computing power close to twice that of NVIDIA's GB200NVL72 system [3]

周二，大盘迎来了一个令人振奋的"开门红"！进入5月，股市仿佛换了新装，整体表现可圈可点。虽然银行板块小幅回调，拖 了一点后腿，但其余各大板块齐齐飘红，呈现出普涨格局。虽说大盘指数涨幅不算惊人，但市场情绪却异常热烈，投资者信 心明显回升。 这样的行情，虽然走得不疾不徐，但却扎实稳健，像一只慢慢积蓄力量的牛，看似温和，实则后劲十足。只要后续量能能够 持续跟进，市场人气不散，走出一波"慢牛"行情并非奢望。对于股民来说，这不仅是数字的变化，更是市场情绪与资金逻辑 共振的信号。 如果这个时候券商股能够再振臂一呼的话，说不定万千股民心中念叨的大行情恐怕就此展开了。但券商股若启动，那这个信 号太明显了，所以恐怕不到最后关键时刻不轻易点火。如今正是"温水煮青蛙"，让前期弄丢筹码的踏空股民备受煎熬的时 刻。 先来看下对下一个交易日有预判作用的"神器"——中信期货在股指期货上的增减持情况。它在沪深300股指期货上多单方面增 仓629手，空单方面增仓626手，给出了"偏多"的信号——预判正确。 | | | 多处接合推荐 | | | | ABARBAR | | | --- | --- | --- | --- | --- | --- ...