转自：新华财经 新华财经北京6月4日电（胡晨曦）沪深两市三大股指6月4日早盘高开高走，创业板指领涨。盘面上，算 力概念股展开反弹，华脉科技、得润电子涨停，太辰光等涨超10%；食品饮料等消费股再度走强，香飘 飘、嘉美包装、乐惠国际等涨停；稀土永磁板块再度走高，科恒股份、广晟有色涨停。下跌方面，稳定 币概念迎来调整，霍普股份跌超10%。 至午间收盘时，上证指数报3376.58点，涨幅0.43%，成交额约2764亿元；深证成指报10148.98点，涨幅 0.91%，成交额约4506亿元；创业板指报2027.16点，涨幅1.22%，成交额约2049亿元。 消息面上 深圳：探索建立深圳证券交易所与香港联合交易所会员互联互通机制 近日，深圳市商务局、市发展改革委联合印发《深圳市推动服务贸易和数字贸易高质量发展实施方 案》。其中提出，大力发展跨境金融保险服务。探索建立深圳证券交易所与香港联合交易所会员互联互 通机制。支持港澳银行内地分行开办外币银行卡业务以及对除中国境内公民以外客户的人民币银行卡业 务。支持符合条件的香港保险公司在深设立子公司。探索在前海开展私募股权和创业投资份额转让试 点。支持符合条件的银行和非银行支付机 ...

Core Points - The Shanghai Composite Index rose by 0.43%, while the Shenzhen Component Index increased by 0.91%, and the ChiNext Index saw a rise of 1.22% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 727 billion yuan, a decrease of 23.4 billion yuan compared to the previous trading day [1] - Over 3,900 stocks in the market experienced gains, indicating a broad-based rally [1] Sector Performance - The beer concept, copper cable high-speed connection, and rare earth permanent magnet sectors showed the highest gains [1] - Conversely, the airport shipping, logistics, and digital currency sectors were among the few that experienced declines [1] Individual Stock Highlights - Stocks such as Xiangpiaopiao, Jiamei Packaging, Lehui International, and Longpan Technology hit the daily limit up [1] - Computing power concept stocks rebounded, with Taicheng Technology rising over 10% [1]

连亏五年，多次跨界失败后，安奈儿创始人决定让出公司控制权。6月2日晚，安奈儿发布公告，披露公司控股股东、实际控制人曹 璋、王建青夫妇正在筹划公司控制权变更相关事项。南都湾财社记者也就此事致电安奈儿，但未获接听。 1996年，曹璋、王建青夫妇创办"安尼尔童装店"，并在此后的20年里将其发展成为国内A股童装第一股。然而上市以来，经历了三年 增长后，2020年以来，公司业绩颓势明显，营收连续5年下滑，净利润也连续5年亏损。 2022年以来，安奈儿开始多次尝试对外投资、跨界收购，试图改善公司盈利能力，但这些努力并未收获成效，多笔收购最终未能成 行，安奈儿也两度因相关信披问题受罚。与此同时，公司股价大起大落，还曾遭人操纵股价。公告前最后一个交易日，安奈儿收获涨 停，股价16.90元，总市值36亿元。 连亏5年累计亏损超5亿元 创始人拟转让公司控制权 公告显示，安奈儿近日收到控股股东、实际控制人曹璋先生、王建青女士的通知，其正在筹划公司控制权变更相关事项。曹璋先生和 王建青女士拟通过向交易对手方转让公司 13.03%的股份等方式，使交易对手方获得公司控制权。具体转让比例和实施方案尚待进一 步沟通确定。本次的交易对手方主要 ...

Group 1 - A-shares indices opened high and showed strong performance in computing power concepts, with the Computer ETF (159998) rising by 2.36% and trading volume exceeding 500 million yuan [1][2] - The Computer ETF (159998) has seen a continuous net inflow of funds for 9 days, accumulating over 125 million yuan, and its latest scale reached 2.791 billion yuan, making it the largest ETF in its category [2] - The Computer ETF tracks the CSI Computer Index, which includes stocks from companies involved in information technology services, application software, system software, and computer hardware, with top holdings including Hikvision and iFlytek [2] Group 2 - Nvidia reported a 69% year-on-year revenue growth in its first fiscal quarter, reaching 44.1 billion USD, exceeding market expectations [3] - The U.S. International Trade Court blocked President Trump's tariff policy, which could impact the semiconductor market dynamics [3] - Domestic chip manufacturers are accelerating breakthroughs in performance and capacity, indicating significant potential for domestic AI chip market growth [3][4] Group 3 - Domestic and international computing power demand is expected to resonate positively, with infrastructure demand remaining strong, particularly for domestic computing power and the entire AIDC industry chain [4]

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].

算力概念股震荡走强 鸿博股份午后涨停 智通财经5月26日电，鸿博股份午后涨停，宏景科技、奥雅股份、万马科技涨超5%，恒信东方、大位科 技、润泽科技、润建股份、思特奇等跟涨。 ...

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。 ...

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]

【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 ...

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 ...