复盘天天论 最热板块 周三，A股三大指数全天冲高回落。大小指数走势分化，沪指窄幅震荡，创业板指走势较强；北证50指数涨0.39%，再创历史新高。两市全天成交1.17万 亿，较上个交易日放量37.8亿。今天指数又被宁德时代带飞的一天，"宁德时代"A股大涨4.21%，港股更是暴涨9%。一个1.5万亿市值的公司，两天在港股 暴涨25%！好家伙，空头要给宁德跪下了。"宁德时代"在创业板的权重接近20%，一只票就贡献了0.84%的涨幅！而创业板收盘涨了0.83%，也就是说剔 除"宁德时代"，创业板涨幅是零。实际上今天指数真挺强的，又逼近3400点了。但个股3600家待涨 ，个股涨跌中位数-0.66%，内资净流出300亿。就这样 指数还能稳稳的上涨，确实让人服气！最近A股走的很像美股，大块头在加速，但这是股民期待的行情吗？ 盘面上，市场热点较为杂乱。从板块来看，固态电池概念股集体大涨，国轩高科等多股涨停。创新药概念股震荡走强，三生国健涨停。黄金概念股表现活 跃，莱绅通灵涨停。下跌方面，机器人概念股展开调整，恒而达跌超10%。 今天意外的是"ST板块"，昨晚"ST宇顺"才被关，正常来说ST板块今天要大分歧的。但板块还是我行 ...

Market Overview - The market showed mixed performance with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing up by 0.21%, 0.44%, and 0.83% respectively, while over 3600 stocks declined and more than 1600 stocks rose [2][4]. Innovative Drugs Sector - The innovative drug sector experienced a strong rally, led by Sanofi's three consecutive limit-up trades, with other companies like Shuyou Shen, Hasa Lian, and Haichen Pharmaceutical also hitting their daily limits [6][8]. - The surge in the innovative drug sector was primarily driven by a significant agreement between Sanofi and Pfizer, where Pfizer will pay $12.5 billion upfront and potentially up to $48 billion in milestone payments for the development and commercialization rights of a product [9][10]. - The innovative drug sector ultimately closed up by 1.44% [8]. Lithium Battery Sector - The lithium battery and solid-state battery sectors showed strong performance, with stocks like Jinlongyu and Guoxuan High-Tech hitting their daily limits [15][16]. - The rally was catalyzed by a significant rise in the stock of CATL, which opened up 4% and closed up 10% after a strong performance in the Hong Kong market [17]. Third-Generation Semiconductors - The carbon silicon sector saw active trading following reports that Wolfspeed Inc, a leading developer of wide-bandgap semiconductors, is preparing to file for bankruptcy, causing its stock to plummet by 50% [20][21]. - Domestic companies in the carbon silicon sector experienced a surge, with Tianyue Advanced opening up over 12% before closing up 6.58% [22][23]. - Analysts noted that if Wolfspeed goes bankrupt, it could free up approximately 34% of the market share, benefiting domestic players in the carbon silicon industry [23]. Group Stocks - Group stocks experienced significant volatility, with stocks like Nanjing Port and Wangzi New Materials showing drastic price movements, including limit-down and limit-up trades [26][27]. - The stock of Zhongyida, a leading group stock, initially surged to a new high but later faced a sharp decline after announcing a potential suspension due to significant price fluctuations [27].

黄线全天在下，银行权重今天还参与了护盘，进一步挤压了题材股的生存空间。重组线今天分化严重， 虽然前排综艺天气膜延续强度依旧大，单一字封死，但是保变栅板20厘米的经历回撤超了20个点。再次 阐明一下个人观点，并购重组这个题材概念不同于传统的题材概念，作为属性叠加的逻辑，只能作为锦 上添花，不能做到一锤定音，因为大部分散户是没有渠道或者消息来源，第一时间确认并购重组的强度 的。做跟随的情况下，没有传统题材的逻辑支撑，很容易被存量资金或者说里面已经布局的主力资金迅 速淘汰，但是如果说你的持仓品种没有破5日线趋势，那还是可以考虑适当格局的。 再说抱团股中亿达盘前视频说了，既是抱团核心也是化工的核心，今天走出来整体是非常拧巴的，并且 集成也是地板收场。除抱团高标持续瓦解之外，对于题材的伤害其实是比较明显的，最起码与三峡宏强 龙杰的表现都比较一般，不排除安纳达和永安有高切低的迹象，但也只是内部的表现，更何况红保利尾 盘还逆势回封了，希望明天不要开幕雷击。啊也说过对于抱团股的瓦解大概率不是一步到位，而是反复 震荡，只是个人倾向于有利润的，在这个阶段应该落袋为安为主了。即使接下来有个别品种创业，当下 开仓试错也是在赌自己不是 ...

Group 1 - The market is currently experiencing a trend where large-cap stocks are rising while small-cap stocks are declining, indicating a potential shift in market style [1] - Institutional participation in large-cap stocks is crucial, as current market performance suggests that funds are not ready to abandon their current speculative paths [1] - Retail investors tend to chase popular and high-performing sectors, which may delay a shift towards large-cap stocks until institutions make a move [1] Group 2 - There is uncertainty regarding whether deflation can be reversed; if not, even with low historical P/E ratios for large-cap stocks, they may still be considered high for investors [2] - If investors believe that policies introduced by the end of June will stabilize the economy and employment, large-cap stocks may represent a value opportunity; otherwise, investors might consider taking a break [2] - Long-term perspectives on economic outlook remain optimistic due to continuous buying from large funds, which primarily invest in broad market indices like the Shanghai Composite, CSI 300, and A500 [2]

5月20日，深圳广播电影电视集团改革发展大会举行，会上发布了《打造具有国际影响力、全国一流的 数智化传媒文化集团工作方案》。根据方案部署，下一步，深圳广电将从内容、渠道、技术、产业、机 制五个维度，强化新闻立台、全媒传播、技术引领、产业再造、机制重塑，力争以一系列实实在在的标 志性成果，进一步扩大集团全媒体传播力、引导力、影响力和公信力。活动现场还宣布了集团新一代数 智化旗舰客户端"第一现场"APP正式上线。(深圳卫视) ...

Core Viewpoint - The article highlights the modernization and development of the border areas between China and Mongolia, showcasing how local residents are adapting to contemporary life while preserving their cultural heritage and contributing to the economy through innovative practices and community cooperation [2][3][11]. Group 1: Economic Development - The internet's penetration in Inner Mongolia has reached 100% in administrative villages, allowing local herders to engage in e-commerce and promote their products, such as the "wolf-proof lamp" [2][3]. - A cooperative named "Tao Ri Gen He Li," meaning "Abundant Border," was established by local herders to enhance the value of their livestock products, leading to increased income through direct sales of processed meat [3][4]. - The cooperative sells over 50,000 kilograms of lamb annually, generating additional income of over 300,000 yuan for the herders [3]. Group 2: Community and Environmental Protection - Local herders actively participate in fire prevention efforts, forming volunteer fire brigades to protect their pastures during critical fire seasons [5][6]. - Herders also provide assistance to wildlife, such as the endangered yellow sheep, by ensuring they have access to water and food during migration [7][8]. Group 3: Cultural Integration and Social Harmony - The article illustrates the blending of cultures in the border region, where individuals from different ethnic backgrounds live harmoniously, sharing languages and traditions [8][9]. - The narrative of Zhang Yongqing, a Han Chinese man married to a Mongolian woman, exemplifies the deep-rooted connections and mutual respect among different ethnic groups in the area [8][10]. Group 4: Infrastructure and Connectivity - The article notes the development of transportation infrastructure, including highways connecting remote areas, facilitating access to education and healthcare for local residents [2][3]. - Key border cities like Manzhouli and Erenhot serve as significant trade hubs, enhancing economic ties between China and Mongolia through various trade routes and rail connections [11][12].

Core Viewpoint - The article discusses the implementation of a "rural common prosperity" initiative in JianDe, focusing on collaborative development among villages to enhance economic growth and improve living standards for residents [6][16]. Group 1: Rural Common Prosperity Initiatives - The "rural common prosperity" initiative aims to promote urban-rural integration and reduce disparities, with JianDe striving to create a model for a "happy and livable city" [6][16]. - The introduction of the "Cooperative Common Prosperity" framework has led to the establishment of various collaborative entities, such as "Mutual Assistance Changning" and "Zhexi Common Prosperity," demonstrating successful outcomes in resource sharing and joint development [6][8]. Group 2: Collaborative Development Models - The "Mutual Assistance Changning" joint party committee was formed to facilitate collaboration among five villages, focusing on integrated planning around local resources and tourism [8]. - The area has received over 12,000 visitors and generated over 3 million yuan in collective income within six months of launching the collaborative tourism routes [8]. Group 3: Cross-Regional Cooperation - The "Zhexi Common Prosperity" initiative has united three towns to share cultural and agricultural resources, enhancing connectivity and improving transportation options for residents [9][10]. - The establishment of a cross-regional public transport system has significantly improved accessibility and resource sharing among the towns involved [9]. Group 4: Industry Development and Employment - JianDe is promoting an "operational pre-positioning" strategy to optimize resource allocation and develop health and family-oriented tourism industries [11]. - The "139 Homestay" initiative has attracted 1.7 billion yuan in social capital, leading to the establishment of 10 new tourism-related businesses and providing substantial income for local farmers [12]. Group 5: Skills Training and Employment Opportunities - The establishment of "common prosperity workshops" aims to create local job opportunities and provide skills training for low-income residents [13]. - Over 700 job positions have been created through various workshops, with more than 200 individuals receiving specialized training in hospitality and e-commerce [13][14]. Group 6: Economic Growth and Resource Integration - The article highlights the importance of shared benefits in the common prosperity model, with various mechanisms established to ensure equitable profit distribution among participating villages [15]. - The formation of agricultural resource cooperatives has led to significant income increases for local farmers, with some villages reporting over 1 million yuan in additional revenue [15].

智通财经5月21日电，据美国媒体报道，美国国务卿鲁比奥20日在国会参议院一场听证会上称，美国总 统特朗普不会于今年晚些时候赴南非参加二十国集团领导人会议，因为南非一贯与美国政策不一致。鲁 比奥说："我们选择不参加今年由南非主办的二十国集团会议，无论是外长级别还是总统级别。他们在 全球舞台和多个跨国组织中，一次又一次地投下了不利于美国利益的票。"鲁比奥曾拒绝出席今年2月在 南非举行的二十国集团外长会。 鲁比奥称特朗普不出席二十国集团领导人会议 ...

Group 1 - The research conducted by Tsinghua University and international astronomers utilized the FAST and MeerKAT telescopes to perform a high-precision pulsar polarization survey of globular clusters, providing the most comprehensive measurements of magnetic field gradients and ionized gas limits to date [1] - The study observed 43 pulsars across 8 globular clusters, doubling the global sample size and creating a clearer map of the Milky Way's magnetic field [1] - The findings were published as a cover article in the journal "Science Bulletin" on May 20 [1] Group 2 - The research revealed that, apart from 47 Tucanae, other globular clusters lacked detectable ionized gas, contradicting theoretical models that predicted significant gas presence [2] - This unexpected finding suggests the existence of effective gas-clearing mechanisms within globular clusters, potentially driven by strong radiation winds from white dwarfs and young stars [2] - The results challenge existing theories of globular cluster evolution, prompting a reevaluation of current models [2]

Group 1 - The Canadian Finance Minister Champagne announced that the G7 countries have begun discussions [1]