鸿蒙概念
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A股放量成交13362亿,两市突然大涨原因是什么,明天会怎么走?
Sou Hu Cai Jing· 2025-05-06 08:28
还有,A股休市期间,美股涨幅超3%,恒生科技涨超3%,富时A50指数涨超1%,也刺激了今天A股的 涨势。 第二点,今天A股的开盘,特别的漂亮,没有大幅高开,而是小幅高开且回补了跳空缺口,这种走势有 利于全天的强势,上涨的路径比较平坦,给多头更多的信心。 我们再来看看板块的情况:可控核聚变概念全线爆发。消息面上,合肥紧凑型核聚变能实验装置项目工 程总装工作正式启动,较原计划提前两个月。有机构表示,可控核聚变或为人类能源终极解决方案,未 来商业化发展前景广阔,近年来国内外可控核聚变项目持续推进,商业化进程有望加速。 鸿蒙概念股表现活跃。消息面上,华为开发者大会定档6月20-22日召开,根据显示,这次大会可以深度 体验HarmonyOS最新版本的设计。此外,鸿蒙PC版也可能会在此次大会亮相。 稀土永磁概念股涨幅居前。消息面上,自宣布对7类中重稀土相关物项实施出口管制后,稀土金属价格 在数周内达到了创纪录的高位。欧洲锑价上涨两倍多,铽价累计涨幅超210%。有机构指出,稀土价格 处于周期底部位置,价格中枢有望上移,此外2025年人形机器人开始进入量产阶段,若按照远期1亿台 人形机器人销量,远期增量空间约20-40万吨。 ...
5月6日主题复盘 | 指数重返3300点,核聚变、稀土磁材、华为产业链等多点开花
Xuan Gu Bao· 2025-05-06 08:08
Market Overview - The market opened high and continued to rise throughout the day, with the Shanghai Composite Index gaining over 1% to return to 3300 points. The trading volume reached 1.36 trillion yuan, with nearly 5000 stocks in the Shanghai, Shenzhen, and Beijing markets showing gains [1]. Key Highlights 1. Nuclear Fusion - The nuclear fusion sector saw significant gains, with stocks like Hezhong Intelligent, Jiusheng Electric, and Lanshi Heavy Industry hitting the daily limit. This surge was catalyzed by the announcement from the ITER organization regarding the completion of the world's largest and strongest pulsed superconducting magnet system, marking a milestone in fusion energy [4][5]. - The Hefei compact fusion energy experimental device (BEST) project has also commenced ahead of schedule, further boosting investor confidence in the sector [4]. - The market for Tokamak nuclear fusion is projected to reach 681 billion yuan by 2025-2030, with potential growth to 3 trillion yuan by 2030-2035, driven by the rapid development of experimental reactors [5][6]. 2. Rare Earth Materials - The rare earth materials sector experienced a notable increase, with companies like Huayang New Materials and Shenghe Resources seeing their stocks hit the daily limit. The price of dysprosium has doubled since early April, reaching $850 per kilogram, while terbium prices surged from $965 to $3000 per kilogram [7][8]. - The Chinese government has implemented export controls on several rare earth elements, which is expected to tighten supply and increase domestic demand for these materials [9]. 3. Huawei Supply Chain - The Huawei supply chain stocks performed well, with companies like Chuanrun Co. and Changshan Beiming seeing significant gains. Huawei's recent launch of the CloudMatrix 384 super node has been a key driver, with the system utilizing 384 Ascend chips to provide high-performance computing capabilities [10][11]. - The upcoming release of Huawei's HarmonyOS-powered computers is anticipated to fill a significant gap in the domestic computer operating system market, enhancing performance and user experience [12].
5月6日连板股分析:连板股晋级率50% 精进电动走出20CM3连板
news flash· 2025-05-06 07:53
5月6日连板股分析:连板股晋级率50% 精进电动走出20CM3连板 | 闰土股份3天2板 (化工+业绩) | | --- | | 日盈电子3天2板(汽车) | 今日共100股涨停,连板股总数18只,其中三连板及以上个股5只,上一交易日共10只连板股,连板股晋级率50%(不含ST股、退市股)。个股方面,全市场 近5000只个股上涨,渝三峡A晋级5连板成为市场高度板,精进电动超预期走出20CM3连板营造了良好的赚钱效应。板块方面,市场热点良性轮动,受5月1 日合肥紧凑型聚变能实验装置(BEST)项目工程总装工作正式启动消息刺激,可控核聚变概念开盘走强,福达股份2连板,久盛电气、中洲特材20CM涨 停;机器人板块延续节前强势,全筑股份、新坐标3连板,大叶股份20CM3天2板;华为开发者大会HDC·2025定档6月20-22日召开,鸿蒙概念股异军突起, 常山北明2连板。 | 连板数 | 晋级率 | | 2025-5-6 | | --- | --- | --- | --- | | 4讲5 | 1/2=50% | 渝三峡A(化工+业绩) | | | 2进3 | 4/8=50% | 汉商集团(零售+医美) | | | | ...
A股收盘:沪指涨超1%重返3300点,可控核聚变概念集体走强
news flash· 2025-05-06 07:06
3,热门概念:可控核聚变概念集体走强,久盛电气、合锻智能、兰石重装、海陆重工等涨停。 | 上证指数 | 3316.11 c | 37.08 | 1.13% | 5518 2 | | --- | --- | --- | --- | --- | | 深证成指 | 10082.34 c | 182.51 | 1.84% | 7843 Z | | THE50 | 1373.90 c | 42.77 | 3.21% | 285亿 | | 万得全A | 5046.97 c | 90.89 | 1.83% | 136447 | | 科创50 | 1026.52 c | 14.10 | 1.39% | 275亿 | | 创业板指 | 1986.41 c | 38.38 | 1.97% | 3625 Z | | 沪深300 | 3808.54 c | 37.97 | 1.01% | 2679亿 | | 中证500 | 5740.33 c | 108.51 | 1.93% | 2171亿 | | 中证800 | 4127.92 с | 50.77 | 1.25% | 4850 Z | | 中证1000 | 6102.92 c | ...
A股午盘:全市场超4800股上涨
Sou Hu Cai Jing· 2025-05-06 05:27
Market Overview - A-shares experienced a strong opening on May 6, with the Shanghai Composite Index rising by 0.94%, the Shenzhen Component Index by 1.66%, and the ChiNext Index by 2% [1][5] - The total market turnover reached 866.5 billion yuan, an increase of 138.3 billion yuan compared to the previous day, with over 4,800 stocks rising [1][5] Sector Performance - The controllable nuclear fusion sector saw significant gains, with stocks like Zhongzhou Special Materials and Jiusheng Electric hitting the daily limit [3] - Rare earth permanent magnet stocks also performed well, with companies such as Shenghe Resources and Tianhe Magnetic Materials reaching the daily limit [3] - The banking sector lagged behind, with stocks like Chongqing Rural Commercial Bank dropping over 3% [3] Key Concepts and Trends - The market is showing strong momentum, with a healthy price-volume relationship, indicating potential bullish trends [5] - The expectation of monetary easing measures, such as reserve requirement ratio cuts and interest rate reductions, is contributing to market optimism [7][8] - The end of the annual report season has led to a cleansing of underperforming stocks, reducing the risk of unexpected losses for investors [8]
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 ...
大消息!多股冲涨停,一股飙58%
Zhong Guo Ji Jin Bao· 2025-05-06 04:40
中国基金报记者 李智 一起来看下上午的市场情况及最新资讯。 5月6日上午,A股市场高开高走,沪指突破3300点关口,创业板指领涨。截至午间收盘,沪指涨0.94%,深成指涨1.66%,创业板指涨2%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3309.95 | 10064.21 | 1367.94 | | +30.91 +0.94% | +164.38 +1.66% | +36.81 +2.77% | | 科创50 | 创业板指 | 万得全A | | 1026.09 | 1987.04 | 5034.31 | | +13.68 +1.35% | +39.01 +2.00% | +78.23 +1.58% | W 上证指数(000001) 05-06 11:30:03 【导读】鸿蒙概念股表现活跃,汽车零部件板块多股涨停 | 3309.95 | | 昨收 | 3279.03 | 成交额3495.90亿 | | --- | --- | --- | --- | --- | | +30.91 | +0.94% | 今井 | 3295.25 | 成交量 302.68亿 | ...
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 ...
节后首日,大涨!
第一财经· 2025-05-06 04:05
2025.05. 06 本文字数:768,阅读时长大约2分钟 作者 | 一财资讯 截至6日午间收盘,沪指涨0.94%,深成指涨1.66%,创业板指涨2%。贵金属、消费电子、稀土永磁、脑机接 口板块涨幅居前,银行、旅游及酒店板块走低。全市场超4800只个股上涨。 | 名称 | 最新版 HOL | | --- | --- | | 上证指数 | 3309.95 +30.92 +0.94% | | 深证成指 >> | 10064.21 +164.39 +1.66% | | CHESO | 1367.95 +36.81 +2.77% | | 创业板指 | 1987.04 +39.01 +2.00% | 11:14减肥药概念股震荡拉升 金凯生科涨停,争光股份、常山药业涨超11%,圣诺生物、德展健康、翰宇药业等跟涨。 10:40现货黄金短线回落12美元,报3367美元/盎司 10:25创业板指涨幅扩大至2% 创业板指涨幅扩大至2%,沪指涨0.72%,深成指涨1.49%,可控核聚变、贵金属板块领涨,鸿蒙概念、脑机 接口板块活跃,两市上涨个股超4400只。 10:00贵金属板块持续走高 四川黄金涨超7%,湖南黄金、西部黄金涨超 ...
鸿蒙概念持续走强,慧为智能30cm涨停
news flash· 2025-05-06 02:16
暗盘资金正涌入这些股票,点击速看>>> 鸿蒙概念持续走强,慧为智能30cm涨停,九联科技、天源迪科(300047)20cm涨停,南天信息 (000948)、掌阅科技(603533)、兴民智通(002355)等10股涨停。 ...