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沪指涨逾1% 创业板指涨近2%
news flash· 2025-05-06 05:23
智通财经5月6日电,指数走强,沪指拉升涨逾1.00%,深成指涨1.69%,创业板指涨1.95%。可控核聚 变、稀土永磁、鸿蒙、算力等方向涨幅居前,沪深京三市上涨个股近4800只。 沪指涨逾1% 创业板指涨近2% ...
午评:创业板指半日涨2% 可控核聚变、稀土永磁概念股大涨
Xin Hua Cai Jing· 2025-05-06 05:19
新华财经北京5月6日电 (胡晨曦)A股三大指数5月6日早盘高开高走,最终集体显著收涨。盘面上,可 控核聚变概念股集体大涨,海陆重工、合锻智能、雪人股份、永鼎股份等涨停;鸿蒙概念股表现活跃, 南天信息等10余股涨停;稀土永磁概念走强,京运通、盛和资源、天和磁材涨停。此外,银行板块早盘 表现落后,渝农商行跌超3%,重庆银行、苏州银行、青岛银行均有不同程度下跌。沪深两市半日成交 额8493亿,较上个交易日放量1353亿。 至午间收盘时,上证指数报3309.95点,涨幅0.94%,成交额约3496亿元;深证成指报10064.21点,涨幅 1.66%,成交额约4997亿元;创业板指报1987.04点,涨幅2.00%,成交额约2302亿元。 热点板块 盘面上,金属新材料、黑色家电、多元金融、可控核聚变、稀土永磁、华为盘古等板块和概念股涨幅居 前;银行、旅游及酒店板块跌幅居前。 机构观点 华泰证券:中期视角下,哑铃型策略仍将有效。着眼短期,指数层面风险可控,或可适度进取,把握结 构性机会。低波红利适度止盈,增配政策支持意愿强、财报验证景气相对占优、有积极边际催化的 TMT及内需消费。TMT中重点关注需求能见度较高的云计算链 ...
沪指午后涨幅扩大至1%
news flash· 2025-05-06 05:19
"聪明钱"流向曝光!暗盘资金破解主力操盘密码>> 沪指午后涨幅扩大至1%,深证成指涨1.69%,创业板指涨1.95%。金属新材料、稀土永磁、可控核聚变 板块领涨,全市场超4800只个股上涨。 ...
低费率的自由现金流ETF(159201)盘中成交额突破1.5亿元,规模居同标的指数产品第一
Mei Ri Jing Ji Xin Wen· 2025-05-06 05:09
Group 1 - The three major indices opened higher and rose, with the ChiNext Index leading the gains. The sectors of controllable nuclear fusion and new metal materials performed well [1] - The newly launched Free Cash Flow ETF (159201) saw a trading increase of over 0.6%, with a trading volume exceeding 150 million yuan, and its constituent stock, Laibao High-Tech, reached the daily limit [1] - Since its launch, the Free Cash Flow ETF (159201) has attracted a total of 2.708 billion yuan, with the latest scale reaching 3.253 billion yuan and a total of 3.402 billion shares, outperforming similar indices [1] Group 2 - According to浦银国际, the current phase of tariff negotiations between the US and certain countries has increased uncertainty, leading to greater market volatility. It is suggested to increase the allocation weight of the dividend end in a barbell structure during periods of weakened market sentiment [1] - The Free Cash Flow ETF (159201) has the lowest management and custody fee rates in the market. The latest price-to-earnings ratio (PE-TTM) of the index it tracks is 11.65 times, which is below 86.98% of the time over the past year, indicating a historical low and a potential opportunity for low-cost allocation [1]
A股迎强劲反弹,沪指重回3300点
Mei Ri Jing Ji Xin Wen· 2025-05-06 04:53
每经记者 刘明涛 每经编辑 叶峰 5月6日,A股强劲反弹,科技股全线走强,截至上午收盘,上证指数涨0.94%报3309.95点,深证成指涨1.66%,创业板指涨2%,北证50涨2.77%,科创50涨 1.35%,中证A500涨1.21%,A股半日成交8664.8亿元。 | 3309.95 +30.91 +0.94% | | | | | | 上证指数 000001 | ਐ | | --- | --- | --- | --- | --- | --- | --- | --- | | SSE 11:30:03 交易中 | | | | | | 中 ● ▽ 粉胺心指数 √ ■ + | | | 全额 | | | 3495.90亿 关键比率 | | | | | | 成交量 | | | 302.68 7. | | 2023 | 2024 20250 | | | 开盘 | | | 3295.25 | 毛利率 | 17.19 | 17.22 | 17.17 | | 同信 | | | 3310.28 | 净利率 | 9.01 | 9.31 | 10.72 | | 最低 | | | 3286.99 | | | | | | 市屋液中 | ...
A股五一假期后首个交易日迎上涨,沪指再回3300点
Nan Fang Du Shi Bao· 2025-05-06 04:23
来源:同花顺iFinD 五一假期后首个交易日,A股三大指数早盘集体上涨。 截至5月6日午盘,沪指涨0.94%报3309.95,深成指涨1.66%报10064.21,创业板指涨2%报1987.04;北证 50指数涨2.77%报1367.95。全市场半日成交额8665亿元,较上日放量1383亿元,超4800只个股上涨。 鸿蒙概念亦表现强势,慧为智能30cm涨停,九联科技、天源迪科、狄耐克20cm涨停,岩山科技、南天 信息等10余股涨停。 东方证券指出,总体来看,市场仍处于震荡调整之中,随着年报、一季报披露基本结束,上市公司财报 风险释放完毕,投资者风险偏好有所提升,预计"五一"之后市场以泛科技反弹为主,市场赚钱效应远好 于4月,沪综指大概率能完成对"关税缺口"的回补。 采写:南都·湾财社记者 刘常源 板块题材上,可控核聚变、稀土永磁、华为软件、脑机接口、贵金属、铜缆高速连接概念股涨幅居前; 银行、旅游及酒店板块表现落后。 盘面上,可控核聚变板块早盘大涨,中洲特材、久盛电气20cm涨停,海陆重工、雪人股份、永鼎股份 等近10股涨停。稀土永磁板块早盘表现活跃,盛和资源、天和磁材、京运通涨停。 银行板块早盘表现落后,渝 ...
全线高开高走!4分钟,20cm涨停
Market Overview - A-shares opened higher, with the Shanghai Composite Index recovering above 3300 points, Shenzhen Component Index above 10,000 points, and CSI 300 above 3800 points, indicating a strong market trend with nearly 4900 stocks rising and increased trading volume [1] Controlled Nuclear Fusion Sector - The controlled nuclear fusion concept saw significant gains, with the sector index rising nearly 6%, reaching a one-month high, and half-day trading volume exceeding the previous day's total [2] - Key companies like Jiusheng Electric (301082) hit a 20% limit up within 4 minutes of opening, while Yongding Co. (600105), Hezhuan Intelligent (603011), and Lanshi Heavy Equipment (603169) also quickly reached their limit up [2] - Recent breakthroughs in controlled nuclear fusion technology include the launch of the BEST project, which aims to demonstrate fusion energy generation, and the completion of components for the ITER project, a significant international collaboration [4] - The global market for controlled nuclear fusion is projected to reach between $30 billion to $50 billion by 2025, with potential to exceed $1 trillion by 2050, driven by a compound annual growth rate of over 30% [4] Rare Earth Permanent Magnet Sector - The rare earth permanent magnet sector also experienced a strong opening, with the index rising over 4% and trading volume surpassing the previous day's total within an hour [5] - Companies like Jiuling Technology saw a limit up of 30%, while Huayang New Materials (600281) rebounded from a 6% drop to hit its limit up within approximately 11 minutes [5] - Following China's announcement of export controls on certain rare earth items, international prices for rare earth metals surged, with dysprosium prices doubling to $850 per kilogram and terbium prices increasing over 210% to $3000 per kilogram [7] - The demand for rare earths is expected to grow significantly due to emerging industries such as robotics and low-altitude economy, with high-performance neodymium-iron-boron permanent magnets being critical components [8] - Companies in the sector reported substantial revenue growth, with China Rare Earth (000831) achieving a 141% year-on-year revenue increase in Q1 2025, and North Rare Earth (600111) reporting a 61.19% revenue increase [9]
A股午评:创业板指涨2% 可控核聚变、稀土永磁概念大涨
news flash· 2025-05-06 03:40
金十数据5月6日讯,5月6日早盘,三大指数震荡上行,截至午间收盘,沪指涨0.94%,深证成指涨 1.66%,创业板指涨2%。盘面上看,可控核聚变概念大涨,久盛电气、合锻智能等多只个股涨停;稀土 永磁概念大涨,盛和资源等涨停;华为鸿蒙概念、数字货币概念、CPO概念、算力概念、光刻机概念、 有色板块等均大涨,银行、旅游等板块下跌;全市场半日成交额逾8600亿元,约4800只个股上涨。 A股午评:创业板指涨2% 可控核聚变、稀土永磁概念大涨 ...
午评:创业板指半日涨2% 全市场超4800只个股上涨
news flash· 2025-05-06 03:33
智通财经5月6日电,市场早盘高开高走,创业板指领涨。沪深两市半日成交额8493亿,较上个交易日放 量1353亿。盘面上热点良性轮动,个股涨多跌少,全市场超4800只个股上涨。从板块来看,可控核聚变 概念股集体大涨,海陆重工等涨停。鸿蒙概念股表现活跃,南天信息等10余股涨停。稀土永磁概念股震 荡走强,盛和资源等涨停。板块方面,可控核聚变、稀土永磁、鸿蒙、CPO等板块涨幅居前,银行等少 数板块下跌。截至收盘,沪指涨0.94%,深成指涨1.66%,创业板指涨2%。 午评:创业板指半日涨2% 全市场超4800只个股上涨 ...
【大涨解读】可控核聚变:行业再迎程碑式成就,国内多部门开展小型堆供电前期论证,行业奇点已至
Xuan Gu Bao· 2025-05-06 02:50
Core Viewpoint - The controlled nuclear fusion sector is experiencing significant growth, driven by recent advancements and investments in fusion technology, particularly highlighted by the completion of the world's largest superconducting magnet system by the ITER organization [3]. Group 1: Market Performance - On May 6, the controlled nuclear fusion sector saw strong performance, with stocks such as Jiusheng Electric rising by 20%, and companies like Hailu Heavy Industry, Xue Ren Co., and others also experiencing significant gains [1]. - Notable stock performances included: - Heguang Intelligent: +10.00% with a market cap of 5.33 billion - Jiusheng Electric: +19.97% with a market cap of 3.46 billion - Other companies also reported gains exceeding 10% [2]. Group 2: Industry Developments - The ITER project, a major international collaboration involving multiple countries, aims to explore the commercial viability of controlled nuclear fusion technology, marking a significant milestone in the field [3]. - There is a growing trend of collaboration between leading IT and transportation companies with nuclear energy firms to develop small reactors for powering data centers and other applications [3]. Group 3: Institutional Insights - The nuclear fusion sector is recognized as a burgeoning industry, with increasing government support and capital investment, attracting long-term investments from major companies like Amazon and Microsoft [4]. - The Tokamak nuclear fusion market is projected to reach 681 billion by 2025-2030, with potential growth to 3 trillion by 2030-2035 as commercial reactors become operational [4]. - In China, nuclear power equipment investment is expected to grow from 25.7 billion in 2023 to a peak of 87.5 billion by 2028, indicating a compound annual growth rate (CAGR) of 26.91% [4].