Group 1 - The U.S. trade deficit expanded to a record high of $140.5 billion in March, leading to a decline in the dollar index by 0.54% to 99.24 [2][12] - Gold prices surged nearly $100, closing up 2.85% at $3431.11 per ounce, while silver rose 2.33% to $33.22 per ounce due to potential U.S. tariffs on imported drugs [2][6] - International oil prices increased significantly, with WTI crude oil rising 3.18% to $58.97 per barrel and Brent crude oil up 2.84% to $62.01 per barrel, driven by increased demand from Asia and Europe and a decrease in U.S. production [3][6] Group 2 - The Hong Kong stock market opened higher, with the Hang Seng Index closing up 0.7% at 22662.71, supported by strong performances in aviation, non-alcoholic beverages, and local consumption stocks [4][6] - The A-share market saw all three major indices rise, with the Shanghai Composite Index up 1.13% and the Shenzhen Component Index up 1.84%, driven by significant gains in sectors like controlled nuclear fusion and rare earth permanent magnets [5][6] - The Nasdaq China Golden Dragon Index increased by 0.4%, with Alibaba rising 0.8% and Baozun up 7.7%, indicating positive sentiment in Chinese tech stocks [3][6]

// 热点聚焦 // 1、 国务院新闻办公室将于5月7日上午9时举行新闻发布会，请中国人民银行、金融监管总局、证监会负责人介绍"一揽子金融政策支持稳市场稳预期"有 关情况，并答记者问。 2、 商务部：在充分考虑全球期待、中方利益、美国业界和消费者呼吁的基础上，中方决定同意与美方进行接触。 何立峰副总理作为中美经贸中方牵头 人，将在访问瑞士期间，与美方牵头人美国财长贝森特举行会谈。 3、2025年一季度，A股上市公司业绩整体实现"开门红"。 沪深北交易所已有5391家上市公司披露了一季报，其中4068家上市公司第一季度归属于上市公 司股东的净利润实现盈利，占比达75.46%。 专家表示，上市公司的业绩表现在一定程度上是经济的'晴雨表'。A股上市公司业绩'开门红'，意味着市场活 力增强，反映出我国经济发展具备强劲动能。 // 国内宏观 // 1、财政部部长蓝佛安在亚洲开发银行理事会第58届年会上表示， 中方将采取更加积极有为的宏观政策，有信心实现2025年的5%左右增长目标。 中国将 继续建设国内统一大市场，扩大高水平对外开放。 2、 4月财新中国服务业PMI录得50.7，低于3月1.2个百分点，在扩张区间降至七 ...

5月6日，A股在5月首个交易日迎来"开门红"行情。上证指数涨逾1%，站上3300点；深证成指、创业板 指涨幅均接近2%。整个A股市场超过4900只股票上涨，逾140只股票涨停。5月6日，A股市场成交额超 1.3万亿元，明显高于近半个月以来的日成交水平。资金情绪明显回暖，沪深两市主力资金净流入超255 亿元，创近两个月新高。 5月6日，A股市场高开高走。Wind数据显示，截至当日收盘，上证指数、深证成指、创业板指、科创 50、北证50分别上涨1.13%、1.84%、1.97%、1.39%、3.21%。上证指数报收3316.11点，站上3300点， 创业板指报收1986.41点。权重股集中的上证50、沪深300分别上涨0.55%、1.01%；小微盘股集中的中证 1000、中证2000分别上涨2.57%、3.25%。市场出现"权重股搭台，题材股唱戏"行情。 稀土永磁、鸿蒙、算力、可控核聚变等概念板块表现活跃。在申万一级行业中，除银行板块下跌0.13% 外，其他板块均有所上涨，其中计算机、通信、综合板块涨幅居前，分别上涨3.65%、3.59%、3.38%， 计算机板块中多只股票涨停。此外，机械设备板块涨逾3%。 当日 ...

今天A股高开高走，走势稳定，是最让股民满意的一天，上证指数涨1.13%，深证成指涨1.84%，创业板指涨1.97%，沪指又回到了3300点之上，报3316点， 超4900只个股上涨，三市成交额达1.36万亿，较昨日增加1713亿元，量能放大，个股普涨，涨停个股145只，赚钱效应明显提起来。 节假日外围股市普涨，港股涨，人民币升值960点，关税谈判的新动向，以及五一假期政策利好推动，都是今天开盘带动A股上涨的因素。虽然涨势喜人， 但大部分个股都是超跌反弹的，后续能不能持续就得谨慎观察了，所以大家还是要保持清醒头脑来看待明天的交易。 板块方面： 可控核聚变，中洲特材，九盛电气20cm涨停。5月1日。合肥紧凑型聚变能实验装置项目工程总装工作正式启动。这可是个实质性的利好，未来能源的最终 方向，今天再次涨停，能否带动整个热情，就看明天能否持续。 稀土永磁，华阳新材，盛和资源涨停。中国对稀土出口限制，稀土涨价，缅甸地震限制了进口数量，机器人进入量产需要消耗大量稀土材料，都是该板块涨 起来的推力，叠加机器人的热点，估计明天还会持续爆发涨停潮。 鸿蒙概念股，岩山科技一类股前期上涨回调后开始反弹涨停，鸿蒙pc版即将亮相，华为 ...

"需求端，传统领域如家电和消费电子受益以旧换新政策，需求得到有力支撑；同时，新能源汽车领域维持高景 气度，进一步推动了稀土需求的增长。此外，从远期来看，人形机器人产业的发展有望为稀土市场打开新的成长空 间。因此，稀土的需求预期将保持较高的增速。"申万宏源有色金属团队告诉《国际金融报》记者，当前稀土板块处 于"价格底部+政策催化+需求预期改善"三重驱动节点，且中美博弈背景下，稀土战略价值凸显，板块估值具备上修空 间。 五一假期后的首个交易日，A股士气高涨，截至午盘，4839只个股飘红。 稀土磁材是人形机器人核心原材料之一，今日人形机器人概念也大涨，截至午盘涨2.8%。 | թ | 代码 | 名称 | ● | 米幅% ↑ | 最新 | 成交额 | 周涨幅% | | --- | --- | --- | --- | --- | --- | --- | --- | | 0 | 861546 | 人形机器人 | 1 | 1257.51 | 2.80 | 2.80 | 34.25 | | 1 | 300918 | 南山智尚 | 1 | 19.98 | 24.92 | 9.49 7 | 19.98 | | 2 | 30131 ...

Group 1 - The Hongmeng concept stocks rose by 4.48%, ranking sixth among concept sectors, with 230 stocks increasing in value [1] - Notable gainers include Huiwei Intelligent, which surged by 30%, and several others like Jiulian Technology and Tianyuan Dike, which both hit the 20% limit up [1] - The overall market saw a significant inflow of capital into the Hongmeng concept sector, with a net inflow of 4.328 billion yuan, indicating strong investor interest [2] Group 2 - The top stocks in the Hongmeng concept sector by net capital inflow include Yanshan Technology with 780.156 million yuan, Changshan Beiming with 696.021 million yuan, and Tianyuan Dike with 525.591 million yuan [3][4] - The net inflow ratio for stocks like Dahua Intelligent and *ST Guohua reached 44.49% and 33.74% respectively, highlighting strong buying interest [3] - The overall performance of the Hongmeng concept stocks reflects a positive sentiment in the market, with many stocks experiencing significant price increases [2][3]

Group 1 - Huawei HiSilicon concept stocks rose by 4.36%, ranking 8th in the concept sector, with 49 stocks increasing in value [1][2] - Shenzhen Huaqiang hit the daily limit, while Runhe Software, Youbo Xun, and Jinsai Technology saw significant gains of 9.55%, 8.27%, and 7.85% respectively [1][2] - The Huawei HiSilicon concept sector experienced a net inflow of 1.712 billion yuan, with 32 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan in net inflow [2][3] Group 2 - The top net inflow stocks included Shenzhen Huaqiang with 449 million yuan, Sichuan Changhong and Runhe Software both with 385 million yuan, and Beifang Huachuang with 91.72 million yuan [2][3] - The net inflow ratios for Shenzhen Huaqiang, Sichuan Changhong, and Runhe Software were 25.92%, 8.64%, and 7.93% respectively [3][4] - The trading volume and turnover rates for leading stocks in the Huawei HiSilicon concept were highlighted, with Shenzhen Huaqiang showing a turnover rate of 6.17% [3][4]

Group 1 - The digital currency concept index rose by 4.45%, ranking 7th among concept sectors, with 80 stocks increasing in value [1] - Notable gainers included Tianyuan Dike, which hit the daily limit with a 20% increase, and Hainan Huatie, Nantian Information, and ST Zhengtong, which also reached the daily limit [1] - The top gainers in the sector included Zhongyi Technology, Runhe Software, and Youbuxun, with increases of 9.69%, 9.55%, and 8.27% respectively [1] Group 2 - The digital currency sector saw a net inflow of 2.524 billion yuan, with 56 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflows [2] - Hainan Huatie led the net inflow with 624 million yuan, followed by Tianyuan Dike, Runhe Software, and Nantian Information with net inflows of 526 million yuan, 385 million yuan, and 159 million yuan respectively [2] - The net inflow ratios for Nantian Information, Tianyuan Dike, and Hainan Huatie were 33.73%, 25.85%, and 17.82% respectively [3] Group 3 - The top stocks in the digital currency sector based on daily performance included Hainan Huatie with a 10.04% increase and Tianyuan Dike with a 20% increase [3] - Other notable performers included Runhe Software and Nantian Information, which increased by 9.55% and 10.02% respectively [3] - Stocks such as Xinyuan Technology and Xiaoshangcheng experienced declines of 4.42% and 0.85% respectively [6]

孟夏携雷捷报传，沪指重攀云汉边。 万亿成交添异彩，五千个股绽新妍。 聚能星火开新纪，算网鸿蒙拓宇天。 长线旌旗风正劲，牛途赤焰照坤乾。 市场解析： 今天市场放量走强，沪指突破3300点，能否一鼓作气出现连阳行情？从技术面分析来看，沪指日线级别 今天突破了长期趋势带的压力，这一信号非常重要。在我们的体系中，趋势是大前提，目前日线级别趋 势已开始出现由弱转强的信号，未来相对乐观。 不过，目前连阳上涨的概率不高。沪指60分钟、90分钟、120分钟级别均出现了黄色圆圈，代表筑顶信 号，信号强度不算弱，行情可能面临短期高点。 成交量方面，两市成交额不到1.4万亿，不满足连续进攻的条件。如果接下来能达到1.7万亿以上的级 别，才可能呈现持续进攻的状态。 接下来我们要密切注意两点： 一、短周期的见顶信号（绿色向下箭头）能否出现； 二、市场能否继续放量。如果见顶信号出现且市场放量不明显，行情可能维持震荡上行，呈现一步三回 头的走势，短线压力区在3320至3350点。 操作上，根据目前的信号来看，短期没必要追涨，耐心等待接下来行情调整时的低吸机会。 板块方向 节前我们就分析过，5月如果有行情，大概率是科技的天下，今天盘面表现确 ...