新华财经北京5月26日电（罗浩）沪深两市三大股指26日早间普遍低开，沪指冲高回落，深成指和创业 板指震荡下行，三大股指整体上延续了此前两个交易日的调整态势。 盘面上，可控核聚变和超导概念板块盘初高开高走，云游戏、操作系统、Sora概念等板块早盘期间震荡 上扬。医药相关板块普跌，新冠药概念、创新药、CRO概念、仿制药、减肥药等细分领域均有显著调 整。 至午间收盘时，上证指数报3338.42点，跌幅0.30%，成交额约2561亿元；深证成指报10060.36点，跌幅 0.71%，成交额约3911亿元；创业板指报1995.61点，跌幅1.28%，成交额约1726亿元；科创综指报 1153.42点，跌幅0.16%，成交额约444亿元；北证50指数报1371.58点，涨幅0.11%，成交额约139亿元。 机构观点 中信证券：外部不确定性增加，主题轮动加快，市场对确定性品种的偏好提升，建议优先配置核心资产 以及低位板块。市场对宏大叙事关注减弱，对确定性关注增强。从主题环境来看，综合流动性指标和市 场风格特征，市场当前在一个情绪较高区位运行，但波动加大。从催化因素分析上看，重点关注国内的 对内循环刺激政策、全球地缘政治格局 ...

Market Overview - A-shares experienced a pullback after an initial rise, with the Shanghai Composite Index down 0.3% to 3338.42 points, the Shenzhen Component Index down 0.71%, and the ChiNext Index down 1.28% to 1995.61 points, with a half-day trading volume of 660.96 billion yuan [1][2]. Sector Performance - The controllable nuclear fusion concept led the market with an average increase of 3.90%, while the network gaming sector also showed strength, with stocks like Youzu Network hitting the daily limit [3][4]. - The gaming industry is entering a new development phase characterized by "content refinement + AI industrialization + globalization systematization," with a stable short-term policy environment and long-term global growth potential [4]. Company Insights - **ShengTian Network**: Actively exploring AI applications in gaming and social scenarios, with significant game releases expected in 2025 [7]. - **Giant Network**: Focused on long-term operation of existing games, leveraging AI for accelerated growth [8]. - **ShunNet Technology**: Developing its own intelligent engine and cloud computing platform, aiming to enhance efficiency across various sectors [9]. - **Sanqi Interactive Entertainment**: Utilizing AI technology for intelligent content production, potentially driving innovation in gaming [10].

格隆汇5月26日｜A股主要指数早盘集体调整，截至午盘，沪指跌0.31%报3338.42点，深成指跌0.71%， 创业板指跌1.28%。全市场半日成交额6610亿元，较上日缩量1亿元，超2600只个股飘绿。 盘面上，游戏板块强势领涨，游族网络(002174)涨停，冰川网络(300533)涨超9%，《广州市扶持游戏电 竞产业发展若干措施》即将出台；可控核聚变概念延续涨势，保变电气(600550)、百利电气(600468)、 融发核电等多股涨停；半导体板块活跃，博通集成(603068)盘中触及涨停，星宸科技涨近12%，行业有 望开启新并购浪潮。医药板块普跌，海辰药业(300584)跌超12%，海南海药(000566)跌超8%。(格隆汇) (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

Core Viewpoint - A-shares experienced a slight increase followed by a decline, with the gaming and controllable nuclear fusion sectors showing strength [1] Market Performance - The three major A-share indices opened slightly lower, with the Shanghai Composite Index rising nearly 0.5% at one point before retreating [1] - As of the midday session, the Shanghai Composite Index fell by 0.30%, the Shenzhen Component Index decreased by 0.71%, and the ChiNext Index dropped by 1.28% [1] - The North Star 50 Index saw a slight increase of 0.11% [1] Sector Performance - Leading sectors included gaming, controllable nuclear fusion, and airport shipping [1] - Underperforming sectors included chemical pharmaceuticals, CRO concepts, and complete automobiles [1] Trading Volume - Nearly 2,500 stocks declined across the two markets, with a total trading volume exceeding 640 billion yuan during the half-day session [1]

智通财经5月26日电，市场早盘震荡调整，创业板指领跌，宁德时代跌近5%。沪深两市半日成交额6471 亿，较上个交易日放量7.68亿。盘面上热点较为杂乱，个股上涨和下跌家数基本相当。从板块来看，可 控核聚变概念股维持强势，哈焊华通涨停。智能物流概念股集体大涨，湘邮科技等多股涨停。豆包概念 股盘中异动，会畅通讯20CM涨停。下跌方面，医药股集体调整，海辰药业跌超10%。板块方面，可控 核聚变、智能物流、机场航运、光刻机等板块涨幅居前，创新药、中药、汽车整车、美容护理等板块跌 幅居前。截至收盘，沪指跌0.3%，深成指跌0.71%，创业板指跌1.28%。 午评：创业板指半日跌1.28% 可控核聚变概念股逆势大涨 ...

Market Overview - The three major A-share indices collectively adjusted in the morning session, with the Shanghai Composite Index down 0.30%, the Shenzhen Component Index down 0.71%, and the ChiNext Index down 1.28% [1] - The total market turnover for the half-day was 661 billion, a decrease of 1 billion compared to the previous day, with 2,600 stocks in the market showing losses [1] Sector Performance - The controllable nuclear fusion, gaming, and beverage manufacturing sectors led the gains, while the innovative drug sector experienced the largest declines [2] - Notable stocks in the controllable nuclear fusion sector included Haohan Huadong (301137), Xue Ren Co., Ltd. (002639), and Rongfa Nuclear Power (002366), all hitting the daily limit [2] - Gaming stocks also performed well, with Youzu Network (002174) reaching the daily limit [2] - Beverage manufacturing stocks rebounded, with Junyao Health (605388) and Kuaijishan (601579) hitting the daily limit [2] - The autonomous driving sector showed strength, with Jinjiang Online (600650), Tongda Electric (603390), and Longzhou Co., Ltd. (002682) all reaching the daily limit [2] - The innovative drug sector saw significant declines, with Haichen Pharmaceutical (300584) dropping over 10%, and Hainan Hai Pharmaceutical (000566) and San Sheng Guojian also experiencing notable losses [2] Hotspot Overview - The nuclear power sector was highlighted as the strongest market focus, with 11 stocks hitting the daily limit and 5 stocks achieving consecutive limit-ups, including Shangwei Co., Ltd. and Zhongchao Holdings (002471) [7] - The military industry sector also saw 11 stocks hitting the daily limit, with 5 stocks achieving consecutive limit-ups [8] - The artificial intelligence sector had 9 stocks hitting the daily limit, with one stock achieving consecutive limit-ups [9] Key Developments - The controllable nuclear fusion sector is gaining attention following U.S. President Trump's recent executive orders aimed at launching the construction of 10 large nuclear power plants by 2030 and quadrupling the nuclear power capacity by 2050 [10] - The IP economy is also gaining traction, with stocks like Youzu Network and others seeing significant interest, particularly following the recent rise in the market value of Pop Mart in Hong Kong [11] - The autonomous driving sector is attracting capital, with recent funding rounds for companies like Jiushi Intelligent and New Stone Technology, indicating strong investor interest in this area [12]

5月26日周一，A股低开，早盘沪指震荡走高，创业板走低，核电、黄金板块活跃，汽车股下跌，港股恒指、恒科指 双双低开，恒科指跌超1%，美团跌超4%，新能源汽车股领跌。债市方面，国债期货小幅走高。核心市场走势： | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 3355.54 | 7.17 | 0.21% | | 399001 | 深证成指 | | 10111.06 | -21.36 | -0.21% | | 399006 | 创业板指 | | 2006.57 | -14.93 | -0.74% | | 000300 | 沪深300 | | 3874.71 | -7.56 | -0.19% | | 000016 | FiF50 | | 2712.07 | 0.22 | 0.01% | | 000680 | 科创综指 | | 1156.37 | 1.15 | 0.10% | | 000688 | 科创20 | | 981.18 | 0.61 | 0.06% | | 899050 | ...

Market Trend Analysis - Macro Global Markets processes 120 million market data points every minute, providing effective intelligence equivalent to a medium-sized library for each user every second [3] - The "Three-Dimensional Policy Shock Model" quantifies central bank interest rate paths, fiscal stimulus scales, and regulatory frameworks into tradable parameters, predicting that a one-month delay in the Fed's balance sheet reduction could narrow emerging market bond spreads by 8-12 basis points [3] Investment Strategy Core - The global macro strategy of Macro Global Markets is regarded as a "decision-making bible" due to its three-layer penetrating analysis framework, focusing on economic fundamentals, political cycles, and technological leaps [5] - The "Volatility Quadrant Tool" redefines risk-return ratios by categorizing assets into four types, with a recommendation to increase allocation to low correlation, high volatility assets to hedge against geopolitical risks, achieving a 3.2% positive return during a 9% drop in the Nasdaq index [5] Risk Quantification - The "Stress Test Matrix" offers a solution that surpasses traditional VaR models, simulating both sudden shocks and chronic risks, predicting a 12%-15% valuation correction for China's new energy vehicle sector if EU carbon tariffs expand [6] - The "Options Implied Volatility Surface Anomaly Scanning System" has successfully captured early signs of multiple black swan events, providing a 72-hour window for institutional investors to adjust their positions ahead of potential Fed rate cuts [6] Future Economic Forecast - Predictions indicate that 2026 may become the "year of AI productivity realization," driven by breakthroughs in general artificial intelligence, brain-computer interfaces, and controllable nuclear fusion [8] - The "Geopolitical Heat Index" suggests Southeast Asia is emerging as a new value area, with significant growth in infrastructure investment and digital payment penetration, recommending a focus on tech-consumer hybrid sectors in the region [8] Conclusion - Macro Global Markets' "anti-fragile analysis system" combines machine learning with human insights to navigate market uncertainties, helping professional investors create a "wealth navigation map" for the current era [9]

5月26日，A股早盘走势分化，沪指盘中翻红，截至9:39，沪指涨0.21%，深证成指跌0.06%，创业板指跌0.26%。 2、可控核聚变概念强势 可控核聚变概念延续强势，融发核电2连板，哈焊华通、久盛电气、保变电气、永鼎股份、雪人股份、天力复合等跟涨。 点评：消息面上，据央视新闻报道，当地时间23日，美国总统特朗普签署了一系列有关核能的行政命令，计划在2030年前启动10 座大型核电站建设，并在2050年前将美国核电产能翻四倍。中信证券认为，近年来海外可控核聚变发展提速，以美国企业为代表 的商业化聚变项目有望在2030前投入商用，倒逼国内产业加速推进。 盘面上，中科院系概念冲高，中国科传涨停；可控核聚变概念延续强势，融发核电2连板；移动支付概念活跃，远望谷涨停；下 跌方面，大消费继续弱势，医药、汽车、大金融等板块跌幅居前。 展望后市，申万宏源指出，维持A股二季度是中枢偏高的震荡市判断不变，短期市场小波段调整。 热门板块 1、中科院系概念活跃 中科院系概念活跃，中国科传涨停，森远股份、中科信息、中科星图、奥普光电、汉王科技等涨幅靠前。 点评：消息面上，海光信息公告称，公司与中科曙光正在筹划由海光信息通过向中科曙 ...

可控核聚变概念多股高开，融发核电（002366）涨超9%，国光电气涨近4%，保变电气（600550）、雪 人股份（002639）、哈焊华通（301137）等跟涨。 暗盘资金一眼洞悉庄家意图>> ...