午评：创业板指半日涨0.16% 机器人概念股再度爆发 智通财经5月16日电，市场早盘震荡分化，三大指数涨跌不一。沪深两市半日成交额6658亿，较上个交易日缩量747亿。盘面上热点快速轮动，个股涨多跌 少，全市场3300只个股上涨。从板块来看，机器人概念股集体大涨，嵘泰股份等多股涨停。可控核聚变概念股再度走强，百利电气涨停。军工股展开反弹， 成飞集成8连板。下跌方面，保险、银行等大金融股迎来调整，中国太保等多股跌超2%。板块方面，PEEK材料、可控核聚变、机器人、成飞概念等板块涨 幅居前，美容护理、保险、物流、农业等板块跌幅居前。截至收盘，沪指跌0.52%，深成指涨0.08%，创业板指涨0.16%。 浙1 宁表 坝 封板率 70.00% 封板 42 触及 18 昨涨停今表现 1.36% 高开率 52% 获利率 58% ...

A股三大指数早盘涨跌不一，截至午盘，沪指跌0.52%，深成指涨0.08%，创业板指涨0.16%，北证50指 数涨0.6%。全市场半日成交额6869亿元，较上日缩量787亿元。全市场3300只个股上涨。板块题材上， PEEK材料、可控核聚变、机器人、汽车零部件板块领涨；美容护理、保险、种植业与林业、物流板块 领跌。盘面上，PEEK材料概念股早盘走高，中欣氟材（002915）涨停。机器人概念股持续拉升，豪恩 汽电（301488）、万安科技（002590）、均胜电子（600699）多股涨停。可控核聚变概念股同样表现活 跃，百利电气（600468）、王子新材（002735）、永鼎股份（600105）涨停。物流、美容护理板块早盘 迎来调整，华光源海一度跌超10%，芭薇股份、华业香料（300886）跌幅居前。 ...

金 融 期 货 研 究 | 期指：利多继续落地，关注早间发布会 | | --- | | | | 【期指期现数据跟踪】 期指数据 | | 收盘价 | 涨跌幅% | 基 差 | 成交额-亿 | 成交量 | 变 动 | 持仓量 | 变 动 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 沪深300 | 3808.54 | ↑1.01 | | 2679.4 | | | | | | IF2505 | 3797.6 | ↑1.10 | -10.94 | 325.3 | 28609 | ↑8550 | 46669 | ↓1740 | | IF2506 | 3766.2 | ↑1.13 | -42.34 | 539.2 | 47831 | ↑5445 | 138953 | ↑2596 | | IF2509 | 3708.6 | ↑1.06 | -99.94 | 104.5 | 9414 | ↑2535 | 56336 | ↑1103 | | IF2512 | 3681.8 | ↑1.10 | -126.74 | 23.8 | 2158 | ↓215 | ...

Market Overview - On the first trading day of May, A-shares opened higher with all major indices rising over 1%, with the Shanghai Composite Index up 1.13% to 3316 points, Shenzhen Component Index up 1.84%, and ChiNext Index up 1.97% [1][2] - The total trading volume reached 1.36 trillion yuan, an increase of 171.4 billion yuan compared to the previous trading day, with nearly 5000 stocks rising and less than 400 declining [1] Sector Performance - The controllable nuclear fusion sector saw a significant surge, with multiple stocks hitting the daily limit, including Zhongzhou Special Materials and Jiusheng Electric [4][5] - Rare earth metal prices skyrocketed, with some prices more than doubling, leading to strong performance in the small metal and rare earth sectors [2][9] - Huawei's Hongmeng PC version is set to officially launch this month, boosting related stocks such as Tianyuan Dike, which rose by 20% [2][6] - The generator concept stocks also performed well, with Shenchi Machinery hitting the daily limit [2] Notable Stocks - Zhongzhou Special Materials rose by 20.01% to 18.17 yuan, Jiusheng Electric increased by 19.97% to 16.52 yuan, and Xin Hongye rose by 15.36% to 40.10 yuan [5] - Shenzhen Huachang surged to the daily limit, while Runhe Software and Youbuxun rose over 9% and 8% respectively, driven by Huawei's developments [6][7] - Airline stocks strengthened, with Huaxia Airlines up over 7% and China Eastern Airlines and China Southern Airlines both rising over 5% [8] Commodity and Gold Market - Gold stocks experienced a significant rise, with Laisentongling hitting the daily limit and Sichuan Gold rising over 7% [10][11] - International gold prices maintained an upward trend, with spot gold surpassing 3380 USD per ounce, driven by investor interest in safe-haven assets amid tariff concerns [12] Banking Sector - The banking sector showed weakness, with Suzhou Bank, Chongqing Bank, and Jiangsu Bank all declining over 2% [14][15] - Despite the overall market recovery, the banking stocks lagged behind other sectors [14] Future Outlook - The market is expected to maintain a volatile pattern in May, with a marginal improvement in risk appetite potentially leading to a shift towards growth sectors [16] - Key sectors to watch include electronics, machinery, computers, automotive, home appliances, agriculture, retail, beauty care, and social services [16]

Core Viewpoint - The A-share market experienced a significant upward trend, with the ChiNext Index rising nearly 2% and total market turnover exceeding 1.3 trillion yuan [1] Market Performance - The Shanghai Composite Index increased by 1.13% - The Shenzhen Component Index rose by 1.84% - The ChiNext Index saw a rise of 1.97% [1] Sector Highlights - The controllable nuclear fusion concept stocks surged, with companies like Zhongzhou Special Materials, Jiusheng Electric, and Hezhuan Intelligent hitting the daily limit [1] - Rare earth permanent magnet concept stocks also saw significant gains, with Shenghe Resources and Zhongzhou Special Materials reaching the daily limit [1] - Huawei's HarmonyOS concept stocks experienced a strong increase, with Jiulian Technology and Changshan Beiming hitting the daily limit [1] - Other sectors that performed well include digital currency, CPO, liquid cooling servers, computing power, humanoid robots, diversified finance, and non-ferrous metals [1] - The banking sector, in contrast, experienced a decline [1] Market Activity - The total market turnover exceeded 1.3 trillion yuan, with approximately 5,000 stocks rising [1]

市场全天冲高回落，三大指数微幅上涨。 盘面上，机器人概念股反弹，精工科技、天和磁材涨停，肇民科技、东土科技涨超10%。汽 车零部件概念涨幅居前，神通科技、万向钱潮、圣龙股份、天龙股份涨停。医药股持续活 跃，哈三联、润都股份涨停。算力概念股一度反弹，恒润股份涨停。下跌方面，可控核聚变 概念跌幅居前，中洲特材、合锻智能跌超5%。军工股领跌，航发动力跌停。 值得注意的是，A股成交额今日罕见跌破万亿元。 沪深两市全天成交额974 5亿，较上个交易 日缩量15 7 8亿，这也是时隔5 0个交易日后再度跌破1万亿，创年内第二地量。 今晚， 美国总统特朗普宣布关税细节。美国的对等关税到底是个什么情况，各方资本肯定都 在担忧。 花旗认为市场预期在1 0 - 1 5%，如果高于此区间则是利空，低于此区间为利好。 主要有两大原因： 美国银行认为， 4月4日，美将发布非农就业数据，涉及到经济衰退问题，所以今晚川普有可 能淡化"毛衣"影响。 0 1机器人王者归来 机器人概念股再度活跃，精工科技涨停，东土科技、肇民科技、秦川机床、振邦智能、双林 股份等个股涨幅居前。 消息面上，宇树科技发布Unitr e e De x5灵巧手，具备单手 ...

Market Overview - The market experienced a high and then a pullback, with the three major indices showing slight increases. Notably, the A-share trading volume fell below 1 trillion yuan for the first time in 50 trading days, reaching 974.5 billion yuan, a decrease of 157.8 billion yuan from the previous trading day, marking the second lowest volume of the year [1] Robotics Sector - The robotics sector saw a rebound, with stocks like Jinggong Technology and Tianhe Magnetic Materials hitting the daily limit. Other notable performers included Zhaomin Technology and Dongtu Technology, which rose over 10%. The market is responding positively to innovations such as the Unitr e e De x5 dexterous hand from Yushutech, which features 20 degrees of freedom and can perform complex tasks [4][5] - The demand for exoskeleton robots is increasing due to aging populations and labor shortages, creating a significant market opportunity [4] Electric Power Sector - The electric power sector is experiencing renewed interest, with stocks like Mingxing Electric and Hunan Development hitting the daily limit. This is attributed to seasonal trends and the ongoing energy reform [6][7] - The establishment of a new power system is essential, focusing on integrating renewable energy sources like solar and wind, which are less stable compared to traditional energy sources [9][10] - Key areas of focus include: 1. **Grid Upgrades**: Investment in ultra-high voltage and smart grid technologies, with companies like China West Electric and XJ Electric benefiting from increased orders [12] 2. **Energy Storage**: The energy storage market is expected to double this year, with companies like CATL and BYD leading the charge [13] 3. **Virtual Power Plants**: These can aggregate scattered power resources for market trading, with companies like Hengshi Technology and Guoneng Rixin positioned for growth [14] 4. **Green Power Operators**: Companies like Three Gorges Energy and Longyuan Power are well-positioned to benefit from rising green electricity prices [15]