新消费概念
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刷新下限!系好安全带,A股要探底回升了
Sou Hu Cai Jing· 2025-06-19 04:46
今日沪指跌0.86%,全市场超4600股下挫。A股在让人失望这件事情上从来没有让散户失望,下跌的数量也再次刷新最近下限,它还能跌多少家? 这个位置,大家都情绪化了,在股市挣10%比在现实盈利100万元都难,因为长期盈利是一件很难的事情。年初很多人都挣利润了,目前大概率都回撤了。 不出意外,港股的新消费概念走低,A股的白酒连续几天没有跌了,周末都不看好白酒的情况下,这周反而跌幅最少了。 | 前前,都有所不 | AND THE | | | | 304178 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 2614 11 11 | 12.11 | | | A3.28 | 1800 | | | | | WARRET CON | | 200 2 1 | 35 20 | 5.5481 | | | | Clear .. The N | -11 . 11 . 11 . | | A all " the till | and and | 28880 | | | | A 45 111 | | 11 - 17 | al lil al | | 159811 | | | ...
港股收评:恒指失守两万二 新消费股回调 脑机接口概念逆市大涨
news flash· 2025-06-17 08:21
金十数据6月17日讯,港股全天震荡走低,恒指失守两万四,恒指收跌0.34%,报23980.3点。恒生科技 指数收跌0.15%,报5291.85点。截至今日收盘,恒指大市成交额2021.44亿港元。盘面上,新消费概念 股下跌,创新药板块连续三日回调,稳定币概念冲高回落,苹果概念股回暖,脑机接口概念逆市上涨。 个股方面,泡泡玛特(09992.HK)、地平线机器人(09660.HK)跌6%,周大福(01929.HK)跌7.3%,石药集团 (01093.HK)跌6.4%,中国生物制药(01177.HK)跌5.3%,南京熊猫电子股份(00553.HK)涨38%,脑洞科技 (02203.HK)涨22.65%,微创脑科学(02172.HK)涨18.5%。 港股收评:恒指失守两万二 新消费股回调 脑机接口概念逆市大涨 ...
港股收盘,恒指收跌0.34%,科指收跌0.15%,新消费概念股回调,泡泡玛特(09992.HK)跌6%,周大福(01929.HK)跌7.3%。
news flash· 2025-06-17 08:14
港股收盘,恒指收跌0.34%,科指收跌0.15%,新消费概念股回调,泡泡玛特(09992.HK)跌6%,周大福 (01929.HK)跌7.3%。 ...
新消费概念港股跌幅扩大 泡泡玛特跌5%
news flash· 2025-06-17 05:36
新消费概念港股跌幅扩大 泡泡玛特跌5% 智通财经6月17日电,新消费概念港股午后跌幅扩大。截至发稿,泡泡玛特跌5%,布鲁可跌5%,蜜雪集团跌 4%,茶百道跌3%。 | र्जन | 276.000 | | 最高 | 276.000 | | 成交量 | 1429万股 | | --- | --- | --- | --- | --- | --- | --- | --- | | 昨收 | 275.000 | | 最低 | 256.800 | | 成交额 | 38.03亿 | | 换手率 | 1.06% | | 市盈(TTM) 103.77 | | | 总市值 | 3502亿 | | 分时 | 田 | нк | 周K | 月K | 黎 | 年K | 更多v | ...
全球贸易形势日趋复杂
citic securities· 2025-06-13 03:11
Market Overview - A-shares experienced slight fluctuations, with the Shanghai Composite Index up 0.01% and the Shenzhen Component down 0.11%[17] - Hong Kong stocks were affected by global market sentiment, with the Hang Seng Index down 1.36% and the Hang Seng Tech Index down 2.2%[11] - European markets showed weakness, with the STOXX 600 index down 0.3% and the DAX down 0.7%[9] Economic Indicators - The U.S. PPI data for May showed a month-on-month increase of 0.1%, below the expected 0.2%, indicating continued inflation cooling[30] - The U.S. 30-year Treasury auction saw a strong demand with a bid-to-cover ratio of 2.43, indicating investor confidence despite geopolitical tensions[30] Geopolitical Tensions - Israel's attack on Iran's nuclear facilities heightened tensions in the Middle East, leading to a surge in oil prices by over 8% during Asian trading hours[27] - The geopolitical situation has contributed to increased demand for safe-haven assets, pushing gold prices up by over 1%[27] Sector Performance - In the U.S. market, 8 out of 11 S&P sectors rose, with utilities leading the gains at 1.26%[9] - In Hong Kong, the healthcare sector rose by 3.8%, while consumer discretionary stocks fell by 2.4%[12] Trade Policies - The U.S. announced an increase in steel tariffs on household appliances, raising the rate from 25% to 50%, impacting Chinese manufacturers significantly[15] - The U.S. continues to face trade uncertainties with China, particularly regarding tariffs and trade agreements[9]
每日复盘:2025年6月12日A股市场全天窄幅震荡,新消费概念再度爆发-20250612
Guoyuan Securities· 2025-06-12 14:45
Market Performance - On June 12, 2025, the A-share market experienced narrow fluctuations, with the Shanghai Composite Index rising by 0.01% and the Shenzhen Component Index falling by 0.11%[15] - The total market turnover was 12,716.30 billion CNY, an increase of 163.56 billion CNY compared to the previous trading day[15] - A total of 2,358 stocks rose while 2,902 stocks fell across the market[15] Sector and Style Analysis - Among the 30 CITIC first-level industries, the top performers were Comprehensive Finance (1.57%), Nonferrous Metals (1.32%), and Media (1.31%)[20] - The worst performers included Food and Beverage (-1.16%), Coal (-1.14%), and Agriculture, Forestry, Animal Husbandry, and Fishery (-1.01%)[20] - Fund-heavy stocks outperformed the CSI All Share Index[20] Capital Flow - On June 12, 2025, the net outflow of main funds was 159.12 billion CNY, with large orders contributing to a net outflow of 129.36 billion CNY[24] - Small orders continued to see a net inflow of 181.95 billion CNY[24] ETF Trading Activity - Major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF saw significant decreases in trading volume, with changes of -5.35 billion CNY and -16.63 billion CNY respectively[29] - The total trading volume for the major ETFs was as follows: SSE 50 ETF (10.82 billion CNY), CSI 300 ETF (27.59 billion CNY), and CSI 500 ETF (5.37 billion CNY)[29] Global Market Overview - On June 12, 2025, major Asia-Pacific indices closed mixed, with the Hang Seng Index down 1.36% and the Nikkei 225 down 0.65%[33] - In the U.S., major indices also saw declines, with the Dow Jones Industrial Average down 0.00% and the S&P 500 down 0.27%[33]
6.12犀牛财经晚报:全球央行掀囤金潮 蚂蚁数科启动申请香港稳定币牌照
Xi Niu Cai Jing· 2025-06-12 10:21
Group 1: Gold Market and Central Banks - The international spot gold price has surged over 60% since early last year, reflecting heightened market risk aversion and increasing gold's share in global reserve assets [1] - Central banks worldwide are accelerating de-dollarization efforts, reducing reliance on the US dollar amid geopolitical tensions and concerns over US debt risks [1] - The ongoing "gold hoarding" trend among central banks may continue to undermine the dollar's status as a reserve currency [1] Group 2: Smartphone Production - In Q1 2025, global smartphone production reached 289 million units, a decrease of approximately 3% year-on-year, with stable performance across brands [2] - China's smartphone sales benefited from policy incentives, leading to slight growth in sales during the first quarter [2] - Market demand is expected to remain subdued in Q2 due to international uncertainties, with production forecasts holding steady compared to Q1 [2] Group 3: Robotics Industry - The global humanoid robot market is projected to reach a value of $4 billion by 2028, driven by advancements in AI and mechanical technologies [2] - Humanoid robots are seen as key enablers for computing power, with clear application potential in various sectors [2] Group 4: Consumer Market Changes - Henan entrepreneurs are reshaping the consumer market landscape with notable companies like Mixue Ice Cream, Pop Mart, and Pang Donglai, which have become significant players in their respective sectors [4] - Pop Mart has established itself as a billion-dollar empire in the trendy toy market, while Mixue leads in the beverage sector with a market cap exceeding HKD 200 billion [4] - Pang Donglai has gained attention for its unique business model, becoming a benchmark for imitation in the industry [4] Group 5: Corporate Developments - Yi Yatong, a supply chain giant, has undergone a significant management change with the resignation of its long-serving general manager, marking the first change in 21 years [4] - The company received a regulatory warning two months prior, indicating issues in corporate governance and financial practices [4] - Ant Group's Ant Digital has initiated the application process for a stablecoin license in Hong Kong, aiming to establish a global headquarters there [3] Group 6: Financial Updates - Nanjing Pharmaceutical announced that its first tranche of medium-term notes, amounting to 1 billion yuan, will be redeemed on June 20, 2025, with an interest rate of 3.1% [5] - Di Ao Micro plans to increase capital by 200 million yuan for its wholly-owned subsidiary, focusing on R&D and industrialization of automotive-grade chips [6] - China Power Construction has won a 10.77 billion yuan EPC contract for a large offshore wind power project in Liaoning [7]
蚂蚁突发!暴力拉升
Zhong Guo Ji Jin Bao· 2025-06-12 08:35
【导读】A股震荡,蚂蚁金服概念港股大涨 大家好啊,今天A股整体震荡,一起回顾下发生了什么事情。 6月12日,A股震荡分化,三大指数涨跌互现。截至收盘沪指涨0.01%,深成指跌0.11%,创业板指涨0.26%。 市场共2327只个股上涨,74只个股涨停,2868只个股下跌。 | 880005 涨跌家数 | | | --- | --- | | 其中 涨停 | 16 | | 涨幅 > 7% | 119 | | 涨幅 5-7% | 97 | | 涨幅 3-5% | 222 | | 涨幅 0-3% | 1888 | | 跌幅 0-3% | 2709 | | 跌幅 3-5% | 125 | | 跌幅 5-7% | 25 | | 跌幅 > 7% | 9 | | 其中 跌停 | 5 | | 上涨家数 | 2327 | | 下跌家数 | 2868 | | 平盘停牌 | 223 | | 总品种数 | 5418 | | 总成交额 | 13036.23亿 | | 总成交量 | 102915.4万 | | 涨家增减 | -382 | | 涨家增幅 | -14.10% | | 指数量比 | 0.97 | 新消费概念股再度爆发,IP经济、 ...
收评:沪指震荡微涨0.01% 新消费概念股持续爆发
Xin Hua Cai Jing· 2025-06-12 08:17
新华财经北京6月12日电 (王媛媛)周四市场全天窄幅震荡,三大指数涨跌不一。截至收盘,沪指报 3402.66点,涨0.01%,成交5016亿元;深证成指报10234.33点,跌0.11%,成交7702亿元;创业板指报 2067.15点,涨0.26%,成交3786亿元。 板块方面,美容护理、IP经济、可控核聚变、创新药等板块涨幅居前,港口航运、白酒、猪肉、煤炭等 板块跌幅居前。 盘面热点 盘面上,新消费概念股再度大涨,美容护理、IP经济等方向领涨,德艺文创等多股涨停。核电股展开反 弹,融发核电涨停。创新药概念股维持强势,海思科涨停。下跌方面,港口航运股展开调整,连云港跌 超5%。 个股跌多涨少,全市场超2800只个股下跌。 机构观点 国家发展改革委副主任李春临6月12日在国新办新闻发布会上表示,从金融、技术、数据等要素赋能实 体经济的角度来看,《关于深入推进深圳综合改革试点深化改革创新扩大开放的意见》推出了深化金融 市场等改革举措,支持符合条件的香港联合交易所上市公司在深圳证券交易所发行上市存托凭证,允许 符合条件、在香港联合交易所上市且在境内注册的粤港澳大湾区企业在深圳证券交易所上市。 将在中国香港申请稳定币 ...
A股收评:沪指微涨0.01%,美容护理、IP经济等新消费概念爆发
Ge Long Hui· 2025-06-12 07:39
Market Overview - The A-share major indices experienced slight fluctuations, with the Shanghai Composite Index rising by 0.01% and the Shenzhen Component Index falling by 0.11% [1] - The total trading volume reached 1.3 trillion yuan, an increase of 169 billion yuan compared to the previous trading day [1] Sector Performance - New consumption concept stocks surged, particularly in the beauty care and IP economy sectors [2] - The precious metals sector saw significant gains, with Hengbang Co. hitting the daily limit [4] - The port and shipping stocks underwent adjustments, with Lianyungang dropping over 7% [2][14] - Beer stocks generally declined, with Lehui International falling nearly 6% [2][16] - The liquor sector also faced declines, with major brands like Gujing Gongjiu and Moutai seeing drops [15] Notable Stocks - Hengbang Co. rose by 10.04%, closing at 12.49 yuan [5] - Xiaocheng Technology increased by 5.66%, reaching 20.54 yuan [5] - Precious metals stocks like Sichuan Gold and Chifeng Gold also saw gains of over 4% [5] - In the beauty care sector, Huaye Fragrance and Lafang Home increased by nearly 10% [6] - The IP economy stocks remained active, with companies like De Yi Culture and Yue Media hitting the daily limit [7] Quantum Technology - Quantum technology stocks performed well, with companies like Geer Software and Dongxin Peace hitting the daily limit [10] - Nvidia's CEO mentioned that quantum computing is reaching a critical turning point, which could solve significant global issues [10] Innovation Pharmaceuticals - The innovative pharmaceutical sector remained active, with stocks like Aosaikang and Haishike hitting the daily limit [11] - The recent U.S. CPI data being lower than expected may benefit the valuation of innovative pharmaceutical companies [11] Rare Earth Permanent Magnet Sector - The rare earth permanent magnet sector saw a resurgence, with Beikong Technology achieving four consecutive daily limits [12] AI Glasses Market - The AI glasses concept gained traction, with companies like Huilun Crystal and Guoxing Optoelectronics hitting the daily limit [13] - The smart glasses market is experiencing explosive growth, with sales volume increasing over 8 times year-on-year [13]