1、行情 最后一天，A股以缩量小幅下跌结束了5月的表演。 题材方面，脑科学早盘走强，创新医疗涨停，冠昊生物、爱朋医疗盘中双双涨超15%，中科信息、诚益通、三博脑科、翔宇医疗等集体大涨； 养殖板块表现较强，巨星农牧、湘佳股份涨停，晓鸣股份、神农集团、华统股份、牧原股份等走强； 低空经济午后发力，纵横股份（20CM）、绿能慧充、永悦科技、海格通信（炸）、路桥信息（30CM）涨停，商络电子午后水下爆拉一度涨超 17%，深城交、莱斯信息、广联航空、上工申贝、航天彩虹等集体走强； 强势股集体重挫，王子新材、融发核电、苏州龙杰、丽人丽妆、中超控股、尚纬股份、尤夫股份、国芳集团、永安药业、京华激光、渝三峡A等 集体跌停； 此外，医药产业链、银行等相对较强，数字人民币迎来较大分化，核聚变、无人驾驶、人形机器人等跌幅居前。 截至收盘，沪指、深成指、创业板指分别收跌0.47%、0.85%、0.96%，市场超4100股下跌，1100余股上涨。 2、脑科学 昨日强势板块今日开盘都集体拉胯。 但就在题材股早上情绪大幅退潮的时候，脑科学板块逆势走强。 创新医疗直线拉板，冠昊生物、爱朋医疗盘中双双涨超15%； 中科信息、诚益通、三博脑科、 ...

一、行情回顾 市场全天震荡调整，创业板指领跌。创新药概念逆势大涨，睿智医药、海南海药、哈三联等多股涨停。猪肉、鸡肉股拉升，巨星农牧、湘佳股份封板。银行 股继续走强，杭州银行、成都银行创历史新高。下跌方面，高位股集体大跌，王子新材等多股跌停。个股跌多涨少，沪深京三市超4100股飘绿，今日成交 1.16万亿。 根据渤海证券统计，本周多款创新药获批上市，包括恒瑞医药的瑞康曲妥珠单抗、磷罗拉匹坦帕洛诺司琼、苹果酸法米替尼，复星医药的枸橼酸伏维西利、 芦沃美替尼，百济神州的泽尼达妥单抗，泽璟制药的盐酸吉卡昔替尼等，同时美国关税政策边际变化带动 CXO 板块快速反弹。 2025年美国临床肿瘤学会（ASCO）即将于当地时间5月30日至6月3日在美国芝加哥召开。 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 = | | | --- | --- | --- | --- | --- | --- | --- | --- | | 华森制药 | 4天4板 | 20.63 | +10.03% | 09:32:48 | 4.42% | 63.72亿 | 公司旗下5个产品完 美拉唑碳酸氢钠 ...

Group 1: Automotive Industry - The L4 autonomous driving technology is gaining traction, with commercial applications expected to scale in logistics, driven by continuous policy support and the formation of a business ecosystem [4][5][6] - Companies like Jiusi Intelligent and Baixinniu are leading the way in deploying unmanned logistics vehicles, with Jiusi having delivered over 3,000 units and aiming for 10,000 by year-end [4][5] - The logistics sector is seeing a significant reduction in delivery costs, with estimates suggesting a 50% decrease in costs per delivery using unmanned vehicles [5][6] - The penetration of advanced driving assistance systems (ADAS) is increasing, with L2 and above penetration rates exceeding 60% in early 2025, indicating a growing market for autonomous technologies [6][7] - Investment opportunities exist across various players in the L4 limited scenario, including technology providers and component manufacturers, with recommendations for companies like XPeng Motors, BYD, and Great Wall Motors [7] Group 2: Pharmaceutical Industry - Baipusais (301080.SZ) has implemented a stock incentive plan to strengthen team building, granting 1.46 million restricted stocks to key personnel, which is 1.22% of the company's total equity [9][10] - The company has revised its profit forecasts for 2025-2027, expecting net profits of 169 million, 222 million, and 272 million yuan respectively, reflecting confidence in future growth [9][10][11] - The incentive plan includes performance targets for revenue and gross profit, with a goal of 1.09 billion yuan in revenue for 2025 and a minimum growth rate of 15% for subsequent years [10][11] Group 3: Xiaomi Group - Xiaomi's Q2 2025 performance is expected to improve, driven by strong growth in core business profits and a reduction in losses from new ventures, with profit forecasts adjusted upwards [13][14] - The company reported a non-GAAP net profit of 10.7 billion yuan in Q1 2025, a 64.5% increase year-on-year, primarily due to better-than-expected margins in IoT and automotive sectors [14][15] - Xiaomi's smartphone strategy focuses on high-quality products, with expectations for further increases in average selling price (ASP) and continued strong growth in IoT revenue [15][16]

Core Viewpoint - The stock price of Tongda Electric has surged significantly due to the hype surrounding its autonomous logistics vehicle project in collaboration with Xiamen King Long, alongside strong Q1 performance and high dividend expectations, reaching a new high for the year [1][2]. Group 1: Stock Performance - Tongda Electric's stock has achieved a remarkable increase of over 122% since the low point in April, driven by the rising interest in the "autonomous logistics vehicle" concept [1][3]. - The company has experienced a strong rally, with a cumulative increase of 65% from May 21 to May 29, despite multiple risk warnings issued by the company [2][3]. - As of May 29, the stock closed at 17.56 yuan, marking a new annual high and a total increase of 122.28% from the low on April 9 [3]. Group 2: Financial Performance - In Q1, Tongda Electric reported a revenue growth of 50.85% year-on-year and a net profit growth of 59.21%, with a planned dividend payout ratio of 96.13% of net profit for 2024 [2][4]. - The company's main business, which focuses on smart transportation, generated a revenue of 6.66 billion yuan in 2024, reflecting a year-on-year growth of 16.62% [4]. Group 3: Business Focus and Risks - The core business of Tongda Electric remains centered on traditional bus components, with the autonomous logistics vehicle project still in the exploratory phase and not contributing to revenue [1][5]. - The company has emphasized that the autonomous logistics vehicle project has not yet generated any income and remains uncertain, despite the market's speculative interest [5]. - As of May 22, the controlling shareholders held 62.49% of the company's shares, leading to a high valuation of 189.57 times earnings, significantly above the industry average of 44 times [3][4].

（原标题：和讯投顾李炜：调整结束了？市场要反转了吗） 5月29日周四的盘后，今天的市场呈现出放量普涨的状态，应该超出了很多人的预期，说实话，也超出 了我的预期。那么，今天上涨的原因是什么呢？我们简单聊一聊。 从5分钟图形来看，今天冲高横盘之后，针对5分钟0轴再做回踩确认。从周期循环的角度来说，如果走 势结构想要走好，必须是小周期一点一点走好，才能引发大周期走好，大周期不断走好，才能引发更大 周期走好。现在上证指数的5分钟面临一次零轴的考验，如果扛住了，并且还能继续反身向上，那么突 破3362的概率将大幅提升，形成反向线段结构特征后，就容易引发更大级别的反弹。所以，现在界定是 否出现反转，我觉得为时过早。小周期里面可能还会有反弹，明天的关键是看5分钟的零轴能不能保 住。如果保住，还得形成反向线段；如果保不住，那还是弱势震荡。所以，现在还得耐心评估。 这是第一个结论：指数虽然走出了日线的底分型，但不能判断止跌，因为还在下跌的中枢区间内。 第二个是今天的热点。今天其实是一个普反的状态。早上我们在直播间也强调过，缩量环境下，量不足 是不支持百花齐放的，也不支持所有热点持续性上涨。所以在现有量能格局下，今天异动的题材很 ...

龙虎榜机构热股 今天机构龙虎榜上榜25只个股，净买入14只，净卖出11只。当日机构买入最多的个股前三位是：四创电 子（1.17亿）、久盛电气（6629万）、常山药业（4221万） | 上榜热股 | 实时涨跌幅 | | 买/卖家数 机构净买额 | | --- | --- | --- | --- | | 四创电子 | | | | | 600990.55 | +10.02% | 1/0 | +1.17 乙 | | 3日 | | | | | 久盛电气 | | | | | 301082.SZ | +19.99% | 1/1 | +6629.71万 | | 3日 | | | | | 常山药业 | | | | | 300255.SZ | +15.60% | 3/0 | +4221.48万 | | 3日 | | | | 四创电子 控股91%子公司华耀电子中标EAST受控热核聚变装置电源模块项目 龙虎榜知名游资 一、区块链 四方精创 个股龙虎榜 公司2023年推出FINNOSafe Web3.0平台，支持多种虚拟资产的发行、通证化、交易和支付，以及托管 等，能支持稳定币发行人及市场参与者相关业务的发展 雄帝科技 个股龙虎榜 公 ...

Core Viewpoint - Tongda Electric (603390.SH) announced that its stock price has deviated significantly, with a cumulative increase of over 20% in the last two trading days, indicating abnormal trading fluctuations [1] Company Operations - The company confirmed that its production and operational activities are normal, and there have been no significant changes in daily operations [1] - There have been no major adjustments in the market environment or industry policies affecting the company [1] Product Revenue - Currently, the company does not have any revenue from "unmanned logistics vehicles" or "autonomous driving" product lines [1]

一、行情回顾 | 理由 | | | | 港股众安在线连续大涨；香港通过《稳定币条例草案》；韩国央行行长称不 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 ◆ | 换手率 = | 流通市值 ◆ | | | 御银股份 | 2天2板 | 5.76 | +9.92% | 09:54:15 | 29.11% | 38.55亿 | 公司成 | | 002177.SZ | | | | | | | 处理的 | | 青岛金王 | 3天2板 | 9.79 | +10.00% | 11:23:03 | 37.03% | 67.60亿 | 公司是 | | 002094.SZ | | | | | | | 口业务 | | | | | | | | | 公司阜 过中国 | | 海联美汇 | | | | | | | | | 002537.SZ | | 7.57 | +10.03% | 10:44:15 | 12.12% | 88.87亿 | श्रू टीमें | | | | | | | | | 优勢U | ...

2 今天盘面上涨4400多家，下跌800家，今天市场是一个普涨结构，今天核心还是无人物流车、智能运输 和物流，今天新发酵的是Robotaxi，Robotaxi是"AI+运输"、智慧运输的重要组成部分，行业顶层设计 《"人工智能+交通运输"实施意见》将有望加快出台，短期市场有政策预期，无人物流短期还是市场核 心主线，可以继续关注。 可控核聚变/核电最近还是市场主线之一，昨天分化，今天转一致，一些前期没被充分发掘的品种，当 下也还有补涨，很多没跌破五日均线的就继续拿着。其他像数字货币、移动支付开盘就一路震荡走高。 昨天据报道美国国会正在推进关键稳定币的立法，最近香港也通过《稳定币条例草案》，准备要开始设 立法币稳定币发行人的发牌制度。 关税战迎来转机，昨天美国联邦法院阻止了特朗普4月2日宣布的关税政策生效，按照联邦法律提高关税 应由国会表决，所以这次裁定川普无权向他国征收全面关税。看来老美内部也不是铁板一块，不用我们 反制，老美自己内部的司法系统，就已经开始抵制川普的关税政策了。 盘面上，今天主力提前行动，多方在上午就会发动进攻动作，下午大盘将会继续拉升，今天收带下影线 的阳线，量能放大将有机会出现中阳线。今天上 ...