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A股收评:沪指收涨0.65%,航运股爆发,数字货币走高
Ge Long Hui· 2025-06-23 07:48
6月23日,A股主要指数午后拉升转涨,沪指收涨0.65%报3381点,深证成指涨0.43%,创业板指涨0.39%。 全天成交1.13万亿元,较前一交易日增量552亿元,全市场超4400股上涨。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | | 3381.58 | +21.69 | +0.65% | | 000001 | NA | | | | | 创业板指 | | 2017.63 | +7.74 | 40.39% | | 399006 | mann | | | | | 深证成指 | | 10048.39 | +43.36 | +0.43% | | 399001 | min | | | | 盘面上,数字货币、跨境支付板块走高;伊朗议会批准在必要时关闭霍尔木兹海峡,港口航运板块爆发,油气股反复活跃;银行股、软件开发、 数据安全及华为昇腾等板块涨幅居前。另外,酿酒板块普跌,猪肉板块走弱。 具体来看: | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | ...
收盘丨沪指涨0.65%,超4400股飘红,跨境支付概念大涨
Di Yi Cai Jing· 2025-06-23 07:25
盘面上看,跨境支付、港口航运、军工信息化、数字货币、油气等板块涨幅居前,白酒等少数板块下 跌。 具体来看, 跨境支付概念股持续走强,优博讯、四方精创20%涨停,神州信息、吉大正元涨停,拉卡 拉、先进数通涨逾10%。 沪指涨0.65%,深成指涨0.43%,创业板指涨0.39%。 6月23日,截至收盘,沪指涨0.65%,深成指涨0.43%,创业板指涨0.39%。 | 序号 代码 | | 现价 涨跌 涨跌幅 | | --- | --- | --- | | 1 | | 3381.58c 21.69 0.65% | | 2 | 399001 深证成指 >> | 10048.39c 43.36 0.43% | | 3 | 899050 北证50 | 1368.15c 20.69 1.54% | | 4 | 881001 万得全A | 5130.67c 43.40 0.85% | | 5 | 000688 科别20 | 961.49 c 3.62 0.38% | | 6 | 399006 | 2017.63 c 7.74 0.39% | | 7 | 000300 沪深300 | 3857.90c 11.26 0.29% | ...
收评:沪指涨0.65%,石油、有色等板块强势,跨境支付概念等活跃
Market Overview - The stock indices showed narrow fluctuations in the morning and surged in the afternoon, with the North Securities 50 Index rising over 1% and more than 4,400 stocks gaining [1] - By the close, the Shanghai Composite Index increased by 0.65% to 3,381.58 points, the Shenzhen Component Index rose by 0.43% to 10,048.39 points, and the ChiNext Index climbed by 0.39% to 2,017.63 points [1] - The North Securities 50 Index saw a gain of 1.54%, with a total trading volume of 1,147.1 billion yuan across the three markets [1] Sector Performance - The oil sector showed strong performance, while logistics, chemicals, semiconductors, non-ferrous metals, coal, pharmaceuticals, and brokerage sectors also experienced gains [1] - Emerging themes such as digital currency, cross-border payments, shipping concepts, and solid-state battery concepts were active [1] Economic Outlook - External uncertainties and insufficient domestic demand remain challenges for the second half of the year, but sustained policy efforts are expected to showcase strong resilience in the domestic economy [1] - With the expansion of equity public funds, the influx of medium to long-term capital, and supportive policy tools, the A-share market is likely to maintain a stable and improving trend [1] - Current A-share valuations are at a historical medium level and are relatively low compared to mature overseas markets, indicating a higher investment cost-performance ratio [1] - Overall, the A-share market is anticipated to exhibit a trend of oscillating upward by the second half of 2025 [1] Structural Investment Opportunities - Safe assets with low valuations and high dividend characteristics align with the medium to long-term capital allocation needs, providing both safety margins and yield certainty in an uncertain external environment and low-interest rate context [2] - The theme of technological innovation is crucial for accelerating the cultivation of endogenous growth momentum and should be monitored for breakthroughs in industrial trends [2] - The large consumption sector is showing bright domestic consumption data under policy support, with new consumption trends emerging, particularly in pet economy, IP economy, and domestic beauty and personal care [2] - Mergers and acquisitions in sci-tech enterprises, central state-owned enterprises, and traditional industries are also a focus area [2]
数字货币概念股午后持续拉升 恒宝股份、中科金财等股涨停
news flash· 2025-06-23 05:47
数字货币概念股午后持续拉升,四方精创(300468)、天源迪科(300047)涨超10%,恒宝股份 (002104)、中科金财(002657)、海联金汇(002537)等股涨停。 暗盘资金正涌入这些股票,点击速看>>> ...
一周24篇研报!券商掀起稳定币“研究热”
证券时报· 2025-06-23 04:35
近期,各券商研究所掀起稳定币研究热潮。据统计,仅过去一周,就有至少16家券商发布24篇研报对稳定币进行系统研究,其中不乏专题及深 度研究。 券商掀起稳定币研究热潮 与此同时,本月以来多只稳定币概念股被机构扎堆调研。券商普遍认为,随着全球各地监管政策的落地,稳定币行业有望实现合规发展,未来有望在应用广度和深 度上不断延伸。 根据券商中国记者不完全统计,仅过去一周(6月15日至6月21日),就有至少16家券商发布24篇研报全面研究稳定币,内容覆盖宏观、计算机、传媒互联网、金 融、区块链等多个行业角度。其中不乏一些券商推出稳定币专题及深度研究,比如国金证券、中泰证券、东吴证券、天风证券均推出稳定币专题或深度研究,中信 证券宏观、海外、银行、非银等多个研究团队从各个行业角度深入研究。 伴随券商研报密集出炉,路演和电话会议热度也持续攀升。券商中国记者获悉,仅近半个月,券商举办的以稳定币为主题的电话会议就超过30场,覆盖了政策解 读、产业链分析和投资策略等多个维度。 | 券商 | 研报标题 | 研报发布日期 | | --- | --- | --- | | 国会证券 | 海外稳定币跟踪: Circle + Coinbase ...
稳定币:Circle和Coinbase
2025-06-23 02:09
稳定币:Circle 和 Coinbase20250622 摘要 稳定币获得官方认可,论坛首次公开提及,并指出其在支付结算方面的 潜力。美国 Gibus 法案的确立为稳定币发展奠定合规基础,京东等企业 也积极推动稳定币在应用端的落地,预示行业正快速发展并进入实际应 用阶段。 Coinbase 推出 Coinbase Payments 服务,将 USDC 融入跨境支付体 系,标志着稳定币应用从加密货币交易扩展到现实支付场景。Circle 财 报显示,其收入的 60%来自与 Coinbase 合作分销 USDC,且 Coinbase 平台上的 USDC 分发比例显著提升,促进了 USDC 在更广泛 支付体系中的应用。 Circle 的商业模式是通过发行锚定美元的 USDC,并将收到的美元投资 于低风险资产以赚取收益。与 Coinbase 等分销商的紧密合作是其商业 模式的关键,通过分发 USDC 所对应的美元投资收益分成,实现市场份 额的持续拓展。 稳定币未来有望扩展至跨境支付、链上金融等领域,市场空间巨大。通 过与 Shopify 等平台整合,实现全球便捷交易;在链上金融方面,可用 于智能合约和 DeFi 应用 ...
“支付老兵”孙陶然谋局跨境业务 拉卡拉扣非3季连降拟赴港IPO突围
Chang Jiang Shang Bao· 2025-06-23 00:52
Core Viewpoint - Lakala is facing significant operational challenges and is exploring a secondary listing in Hong Kong while accelerating the application of digital currency in cross-border scenarios to enhance its international competitiveness [1][8]. Group 1: Company Background - Founded in 2005 by Sun Taoran, Lakala was a pioneer in the domestic third-party payment sector, starting with card terminals in convenience stores and expanding to a global cross-border payment network covering over 100 countries [1]. - At its peak, Lakala achieved an annual net profit exceeding 1 billion yuan [1]. Group 2: Business Challenges - Lakala is currently experiencing a decline in both revenue and net profit, with a further drop in Q1 2024 [1][6]. - The company has faced increased competition and regulatory scrutiny, particularly from major players like Alipay and WeChat Pay, which have adopted a "card-binding" model for cashless payments [5]. Group 3: Strategic Initiatives - In response to operational pressures, Lakala is pursuing a strategy that integrates "payment + SaaS + AI" and is expanding its cross-border payment services [7]. - The company reported a year-on-year increase of 76% in the number of cross-border merchants and an 85% rise in cross-border payment transaction volume [7]. Group 4: Financial Performance - In Q1 2025, Lakala's revenue decreased by 13.02% to 1.3 billion yuan, while net profit fell by 51.71% to 101 million yuan, with a non-recurring net profit decline of 62.97% [6].
比特币重新涨回10万美元大关,跌幅收窄至1.7%。
news flash· 2025-06-22 22:14
比特币重新涨回10万美元大关,跌幅收窄至1.7%。 比特币/美元 ...
【公告全知道】固态电池+军工+芯片+光伏+华为!公司已布局全固态电池相关产品
财联社· 2025-06-22 15:33
每周日至每周四推送明日股市重大公告!内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告,其中重要公告均以红色标注,帮助投资者提前寻找到投资热点, 防范各类黑天鹅事件,并且有充足的时间进行分辨和寻找合适的上市公司。 前言 ①固态电池+军工+芯片+光伏+华为!这家公司目前已在布局全固态电池相关产品;②数字货币+军工+跨 境支付+云计算+区块链+低空经济+华为!这家公司为众多银行提供CIPS、数字货币桥等信息化服务;③ 跨境电商+算力+AI眼镜+华为!公司拟重组收购算力企业。 ...
周末!突发,黑天鹅!
中国基金报· 2025-06-22 14:52
【导读】突发大事件, 伊朗议会赞成关闭霍尔木兹海峡 中国基金报记者 泰勒 大家好,马上又要开盘了!周末伊朗、以色列大事不断,如何影响A股?一起回顾下周末大 事,以及看看券商分析师们的最新研判! 周末大事 特朗普:如果伊朗不能实现和平,美国将会继续攻击 伊朗议会赞成关闭霍尔木兹海峡 据央视报道,伊朗议会国家安全委员会委员库萨里表示,伊朗议会已得出结论,认为应关闭霍尔木兹海 峡,但最终决定权在伊朗最高国家安全委员会手中。 霍尔木兹海峡位于阿曼和伊朗之间,连接了东部的阿曼湾和西部的波斯湾,是海湾地区石油输往世界各 地的唯一海上通道,全球约三分之一的海运原油贸易都要途经霍尔木兹海峡。 美国副总统万斯表示:"我认为,如果伊朗试图封锁霍尔木兹,那简直是自杀行为。他们整个 经济命脉都依赖霍尔木兹海峡。" 据CCTV国际时讯报道,美国总统特朗普今日通过社交媒体发帖称,"我们成功打击了福尔 多、纳坦兹和伊斯法罕三处伊朗核设施。所有战机现已撤离伊朗领空。针对首要目标福尔多 核设施,我方投掷了满载的炸弹。所有战机均安全返航" 。 此外,特朗普还就袭击伊朗核设 施发表全国讲话。他对伊朗发出警告称,如果伊朗不能实现和平,美国将会继续攻 ...