Group 1 - The football concept sector experienced a decline of 3.36%, ranking among the top declines in concept sectors, with major declines seen in companies like Yue Media, Xinghui Entertainment, and Kangli Source [1][2] - Among the football concept stocks, only five showed an increase, with Tianfu Cultural Tourism leading at 7.27%, followed by Zhongti Industry at 1.25% and Jinling Sports at 1.16% [1][2] - The net outflow of main funds from the football concept sector reached 397 million yuan, with 26 stocks experiencing net outflows, and eight stocks seeing outflows exceeding 30 million yuan [2][3] Group 2 - The top net outflow stocks included Yue Media with a net outflow of 82.19 million yuan, Xinghui Entertainment with 78.83 million yuan, and Tanjia with 69.15 million yuan [2][3] - Conversely, the stocks with the highest net inflow included Tianfu Cultural Tourism with 164 million yuan, Zhongti Industry with 58.18 million yuan, and Shanghai Port Group with 10.06 million yuan [2][3] - The overall trading activity in the football concept sector showed significant volatility, with stocks like Yue Media and Xinghui Entertainment experiencing substantial declines of 10.02% and 10.96% respectively [2][3]

Market Overview - The A-share market showed weak fluctuations on June 13, with the Shanghai Composite Index down 0.17%, the Shenzhen Component Index down 0.37%, and the ChiNext Index down 0.25% [1] - Oil and gas stocks surged, with multiple stocks such as Tongyuan Petroleum, Zhun Oil, Beiken Energy, and Zhongman Petroleum hitting the daily limit [1] - The military industry sector also saw significant gains, with Jieqiang Equipment rising over 15% [1] - Gold-related stocks continued their strong performance, with Hengbang shares achieving two consecutive limits [1] - Consumer, gaming, and automotive sectors experienced the largest declines [1] Sector Highlights Oil and Gas Sector - Oil and gas stocks experienced a significant rise, with Tongyuan Petroleum, Zhun Oil, Beiken Energy, and Zhongman Petroleum hitting the daily limit, while Keli Co., Qian Neng Hengxin, Baoli International, and Intercontinental Oil & Gas rose over 10% [1][2] - The surge was attributed to a notable increase in WTI crude oil futures, which rose over 9% during the day, following reports of Israel's attacks on Iran [1] Institutional Insights - Everbright Securities anticipates that the market will maintain a consolidation state in June due to intertwined domestic and external factors, with a focus on expanding domestic demand as a key policy direction [3] - Consumption is expected to remain a crucial driver for economic recovery, with recommendations to focus on sectors such as household goods, food processing, professional services, and leisure food [3] - According to招商证券, the focus should be on traditional capacity clearance, the rise of new consumption, and sectors with high industry prosperity, recommending attention to automotive, non-ferrous metals, national defense and military industry, commercial retail, beauty care, and chemical pharmaceuticals [4] Long-term Market Outlook - Guotai Junan Securities indicates that the "transformation bull" market in China is becoming increasingly clear, with a strategic outlook favoring the market until 2025 [5] - The report suggests that after adjustments, investors' understanding of the economic situation has improved, leading to a reduced marginal impact of valuation shrinkage [5] - The focus has shifted from economic cycle fluctuations to a decrease in discount rates, with policies aimed at debt resolution, demand stimulation, and asset price stabilization supporting long-term market confidence [5]

截至6月12日收盘，黄金概念上涨1.52%，位居概念板块涨幅第8，板块内，52股上涨，恒邦股份涨停， 潮宏基、登云股份、莱绅通灵等涨幅居前，分别上涨8.60%、6.45%、5.96%。跌幅居前的有华钰矿业、 老凤祥、武商集团等，分别下跌2.86%、1.43%、1.01%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 毛发医疗 | 2.02 | 中韩自贸区 | -1.52 | | IP经济(谷子经济) | 1.81 | 猪肉 | -1.11 | | 金属钴 | 1.73 | 养鸡 | -1.09 | | 量子科技 | 1.72 | 转基因 | -1.07 | | NFT概念 | 1.70 | 海南自贸区 | -0.98 | | 草甘膦 | 1.61 | 啤酒概念 | -0.98 | | 宠物经济 | 1.60 | 兵装重组概念 | -0.97 | | 黄金概念 | 1.52 | 航运概念 | -0.96 | | 可控核聚变 | 1.51 | 国家大基金持股 | -0.93 | | 短剧游戏 | 1.47 | ...

截至6月12日收盘，金属钴概念上涨1.73%，位居概念板块涨幅第3，板块内，25股上涨，大地熊、容百 科技、华新环保等涨幅居前，分别上涨15.21%、10.06%、7.46%。跌幅居前的有华宏科技、中钨高新、 中国宝安等，分别下跌1.20%、1.00%、0.73%。 资金面上看，今日金属钴概念板块获主力资金净流入9.37亿元，其中，22股获主力资金净流入，5股主 力资金净流入超3000万元，净流入资金居首的是紫金矿业，今日主力资金净流入8.46亿元，净流入资金 居前的还有洛阳钼业、厦门钨业、容百科技等，主力资金分别净流入6722.59万元、4961.29万元、 3648.07万元。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 毛发医疗 | 2.02 | 中韩自贸区 | -1.52 | | IP经济(谷子经济) | 1.81 | 猪肉 | -1.11 | | 金属钴 | 1.73 | 养鸡 | -1.09 | | 量子科技 | 1.72 | 转基因 | -1.07 | | NFT概念 | 1.70 | 海南 ...

Group 1 - The AI glasses concept is gaining traction in the market, with significant stock activity observed [1] - Bi Yi Co., Ltd. (603215) has reached its daily limit up, indicating strong investor interest [1] - Other companies such as Doctor Glasses (300622), Mingyue Lens (301101), Guoxing Optoelectronics (002449), Yingtong Communications (002861), and Jiemete (300868) also opened high, reflecting a broader enthusiasm for the sector [1] Group 2 - Dark pool funds are actively flowing into these stocks, suggesting increased speculative trading [1]

截至6月11日收盘，网约车概念上涨2.05%，位居概念板块涨幅第10，板块内，22股上涨，通达电气涨 停，雄帝科技、豪恩汽电、电声股份等涨幅居前，分别上涨14.77%、6.54%、5.37%。跌幅居前的有飞 力达、深康佳A、云南旅游等，分别下跌3.88%、2.23%、0.76%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 稀土永磁 | 4.90 | 中韩自贸区 | -1.35 | | 电子竞技 | 2.72 | CRO概念 | -0.90 | | 金属钴 | 2.36 | 阿尔茨海默概念 | -0.90 | | 一体化压铸 | 2.26 | 重组蛋白 | -0.82 | | 网络游戏 | 2.22 | 可控核聚变 | -0.80 | | 手机游戏 | 2.20 | 生物疫苗 | -0.53 | | 猪肉 | 2.16 | 赛马概念 | -0.50 | | 金属回收 | 2.10 | F5G概念 | -0.47 | | 汽车拆解概念 | 2.06 | 芬太尼 | -0.46 | | 网约车 | 2.05 ...

据了解，当被问及美联储主席热门人选凯文·沃什时，特朗普此前曾公开表示，他确实获得了很高评 价。 智通财经APP获悉，拜美国政界以及金融行业顶级顾问们纷纷推荐，现任美国财政部长斯科特·贝森特 正受到越来越多投资者关注，他被这些颇具声望的顾问们视作下一任美联储主席的热门人选。"影子联 储主席"这一当前金融领域热门概念的提出者，也正是贝森特，贝森特在当时主张提前很长时间任命下 任主席，让这位"准美联储主席"在鲍威尔剩余任期内对外发声、参与政策沟通与预期管理，从而削弱鲍 威尔的影响力并提前为特朗普的经济议程争取货币政策主动权。 美国总统唐纳德·特朗普在上周五表示，他本人将"很快"任命将于2026年5月接替美联储主席鲍威尔的新 主席人选。鲍威尔的任期将于 2026年 5月正式结束。据知情人士透露，此前美联储主席的候选名单包括 前美联储官员凯文·沃什，特朗普去年11月曾面试其能否出任财政部长。 据媒体报道，多名知情人士称，主导特朗普在对外贸易、税收和金融监管方面重振经济计划的贝森特， 现已成为该职位的竞争者之一。两位知情人士表示，正式面试尚未开始。 对于媒体的置评请求，贝森特本人简短回应道："我现在在华盛顿拥有最好的工作 ...

| 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002688 | 金河生 物 | 4.72 | 15.46 | 6734.12 | 8.93 | | 688136 | 科兴制 药 | 6.40 | 3.35 | 3645.73 | 9.86 | | 002385 | 大北农 | 0.74 | 3.87 | 2142.24 | 3.84 | | 300119 | 瑞普生 | 0.33 | 4.90 | 1732.46 | 5.01 | | | 物 | | | | | | 002141 | *ST贤 丰 | 5.14 | 3.36 | 1422.13 | 10.73 | | 688298 | 东方生 | 1.12 | 3.01 | 1139.05 | 7.02 | | | 物 | | | | | | 600267 | 海正药 | 1.91 | 3.07 | 1053.92 | 3.01 | 业 | 概念 | 今日涨跌幅（%） ...

金陵体育公告称，公司股票波动严重异常，存在市场情绪过热的情形，可能存在非理性交易行为，交易 风险较大，存在下跌的风险。 足球概念板块近日持续攀升，相关上市公司昨日发布公告提示风险。 金陵体育公告称，公司可转债于2025年6月5日至6月9日连续三个交易日收盘价格涨幅偏离值累计达到 39.14%，属于可转债交易异常波动的情况。近期，江苏省城市足球联赛的火爆情绪蔓延至A股市场，公 司股票波动严重异常，存在市场情绪过热的情形，可能存在非理性交易行为，交易风险较大，存在下跌 的风险。 共创草坪表示，公司股票自5月30日起已连续6个交易日触及涨停，股价累计上涨73.79%，累计换手率 高达12.73%。近期公司股票价格大幅攀升，换手率和成交额急剧放大，远高于前期水平，短期涨幅严 重偏离同期上证指数，非理性波动特征突出，存在市场情绪过热情形。另外，国内运动草占主营业务收 入的比重较低，并非公司收入的主要来源，国内相关足球体育赛事的举办对公司经营活动和经营业绩的 影响较小。 深圳前海波本基金有限公司投资总监晋军表示，足球概念属短期脉冲式行情，持续性有待观察。 6月10日，足球概念股持续活跃，截至发稿，共创草坪录得7连板，康力 ...

1、行情 普涨的一天。 题材方面，期货概念开盘大涨，永安期货、南华期货、信达证券、瑞达期货（炸）、苏豪弘业（炸）纷纷涨停，弘业期货、创元科技等走强； 创新药单边大涨，昂利康、海辰药业（20CM）2连板，众生药业、睿智医药（20CM）、罗欣药业、未名医药、双鹭药业、亚泰集团、常山药 业（20CM）、舒泰神（20CM）先后涨停，热景生物、圣诺生物、泰恩康、海创药业、首药控股等涨超10%； 足球概念再度发力，共创草坪6连板，康力源（20CM）、粤传媒、中体产业（炸）涨停，金陵体育涨超15%，星辉娱乐、探路者、天府文旅、 雷曼光电等集体上涨； 稀土板块受消息刺激大涨，科恒股份（20CM）、北矿科技、英洛华、中科磁业（20CM炸）涨停，九菱科技、银河磁体、天和磁材、奔朗磁 材、大地熊等集体走强； 此外，核聚变、染料、算力、盲盒、强势股等集体走强。 截至收盘，沪指、深成指、创业板指分别收涨0.43%、0.65%、1.07%，市场超4100股上涨，1000余股下跌。 2、足球 上周五午后大幅反弹后，今日足球板块今日再度走强。 足球板块全天震荡走强，最终收涨3.75%。 这一个板块持续走强，各种消息开始围绕着出炉，什么XX地 ...