算力硬件概念
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市场高开高走,创业板指收涨2.6%,两市放量超3000亿
Feng Huang Wang Cai Jing· 2025-12-08 07:10
凤凰网财经讯 12月8日,市场高开高走,深成指涨超1%,创业板指涨超2%。截至收盘,沪指涨0.54%, 深成指涨1.39%,创业板指涨2.6%。沪深两市成交额2.04万亿,较上一个交易日放量3109亿。 封板率 73.00% | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 涨幅% | | 涨跌 涨跌家数 涨速% | | 总手 | 现手 金额 | | 上证指数 | 3924.08 | 0.54 | 21.27 | 1356/885 | 0.01 | 5.47 7 | 190万 8394.39亿 | | 深证成指 | 13329.99 | 1.39 | 182.31 | 1864/953 | 0.00 | 7.29 7. | 751万 1.20万亿 | | 北证50 | 1426.25 | 1.27 | 17.91 | 224/56 | 0.02 | 636万 | 8.21万 150.98亿 | | 创业板指 | 3190.27 | 2.60 | 80.97 | 1025/327 ...
市场早盘震荡反弹,中证A500指数上涨1.03%,3只中证A500相关ETF成交额超39亿元
Sou Hu Cai Jing· 2025-12-08 04:27
有券商表示,12月中下旬"春躁"行情可能提前启动,均衡配置成长和周期,中期视角下大金融和部分高性价比消费或仍是中国资产重估的底仓选择。 | 代码 | 名称 | 现价 | 涨跌幅 | IOPV 溢折率 换手率 成交金额 | | | --- | --- | --- | --- | --- | --- | | 512050 | A500ETF基金 | 1.169 | 0.86% | 1.1698 -0.07% 21.66% | 48.68亿 | | 563360 | A500ETF华泰柏瑞 | 1.242 | 0.98% | 1.2428 -0.06% 16.23% | 46.43 Z | | 159352 | A500ETF南方 | 1.222 | 0.83% | 1.2234 -0.11% 17.84% | 39.03亿 | | 159338 | 中证A500ETF | 1.177 | 0.86% | 1.1780 -0.08% 16.22% | 37.41亿 | | 159361 | A500ETF易方达 | 1.198 | 1.01% | 1.1977 0.03% 14.48% | 33.58亿 | | 1 ...
午评:创业板指涨3.02% 商业航天概念延续强势
Zhong Guo Jin Rong Xin Xi Wang· 2025-12-08 04:13
Market Performance - A-shares opened higher with major indices showing significant gains, with the Shenzhen Component Index up over 1% and the ChiNext Index up over 3% [1] - The Shanghai Composite Index closed at 3927.19 points, up 0.62%, with a trading volume of 530 billion yuan; the Shenzhen Component Index closed at 13351.47 points, up 1.55%, with a trading volume of 759.8 billion yuan; the ChiNext Index closed at 3203.06 points, up 3.02%, with a trading volume of 379.5 billion yuan [1] - Total trading volume for the two markets reached 1.29 trillion yuan, an increase of 297.1 billion yuan compared to the previous trading day [1] Sector Performance - Sectors such as energy metals, batteries, fertilizers, precious metals, power equipment, non-metallic materials, and chemical products saw significant gains, while sectors like railroads, banks, and electricity experienced declines [1] - The computing hardware concept surged, with Tianfu Communication hitting a 20% limit up and Zhongji Xuchuang rising over 8% to a new high [2] - The commercial aerospace sector continued its strong performance, with Shunhao Co. achieving six consecutive limit-ups over seven days [2] Institutional Insights - Market expectations are focused on upcoming fiscal and monetary policy adjustments, with anticipated support for economic stabilization and recovery [3] - The outlook suggests a likely upward trend in the market, driven by structural opportunities, particularly in state-owned enterprise reforms and technology sectors [3] - The financial sector and high-value consumer goods are viewed as potential foundational investments for asset revaluation in China [3] Trade Data - In November, China's exports reached 2.35 trillion yuan, a year-on-year increase of 5.7% [6][7] - For the first 11 months of the year, total trade value was 41.21 trillion yuan, with exports at 24.46 trillion yuan (up 6.2%) and imports at 16.75 trillion yuan (up 0.2%) [7] - Trade with countries involved in the Belt and Road Initiative accounted for 51.8% of China's total foreign trade, with a total value of 21.33 trillion yuan, reflecting a growth of 6% [7]
创业板指大涨3%
财联社· 2025-12-08 03:47
今日早盘,A股市场震荡反弹, 深成指涨超1%, 创业板指涨超3%。 沪深两市半日成交额1.29万亿,较上个交易日放量2971亿。盘面上热点快速轮 动,全市场超3500只个股上涨。 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 从板块来看, 算力硬件概念爆发, 天孚通信20cm涨停创新高,中际旭创涨超8%创新高。商业航天概念延续强势,顺灏股份7天6板,龙洲 股份、航天动力等10余股涨停。福建板块持续活跃,实达集团13天8板,安记食品5连板。 下跌方面,煤炭板块走弱,安泰集团、陕西黑猫下挫。板块方面,算力硬件、商业航天等板块涨幅居前,煤炭、有色等板块跌幅居前。截至 收盘,沪指涨0.62%,深成指涨1.55%,创业板指涨3.02%。 下载财联社APP获取更多资讯 ...
摩尔线程概念下跌,和而泰跌超9%,福建本地股掀涨停潮,大牛股8天7板
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-05 04:17
Group 1 - The A-share market showed a rebound after an initial dip, with the three major indices turning positive before noon, and the total trading volume reaching 992.7 billion, a decrease of 39.4 billion from the previous trading day [1] - The major highlight of the day was the listing of "domestic GPU first stock" Moore Threads on the Sci-Tech Innovation Board, with its stock price peaking at 688 yuan before settling at 590.59 yuan, marking an increase of nearly 417% and a market capitalization of 277.6 billion, making it the fourth largest chip stock on the board [1] - Other stocks related to Moore Threads saw declines, with Heertai down over 9%, Initial Spirit Information down over 7%, and Zhongke Lanyun down 6.8% [1] Group 2 - Several companies have direct or indirect stakes in Moore Threads, including Heertai with a direct holding of 1.03% and an additional 0.50% through Beijing Qichuang Kexin, Zhongke Lanyun with a total indirect holding of 0.503%, and Yingqu Technology with a direct holding of 0.34% [2] Group 3 - The local stocks in Fujian experienced a surge, with Hai Xin Food achieving 7 consecutive trading limits, and other companies like Anji Food and Taiyang Cable also seeing significant gains [4] - The commercial aerospace sector continued to show strength, with Longguang Huaxin and Chaojie Co. both hitting the 20% limit up, driven by positive news in the industry [5]
摩尔线程概念下跌,和而泰跌超9%,福建本地股掀涨停潮,大牛股8天7板
21世纪经济报道· 2025-12-05 04:14
Market Overview - The A-share market showed a rebound after an early dip, with the three major indices turning positive before noon, and the total trading volume in the Shanghai and Shenzhen markets reached 992.7 billion, a decrease of 39.4 billion from the previous trading day [1] - The Shanghai Composite Index closed at 3878.99, up 3.19 points or 0.08%, while the Shenzhen Component Index rose by 50.37 points or 0.39% [2] Key Stock Movements - One of the major highlights of the day was the listing of "domestic GPU first stock" Moore Threads on the Sci-Tech Innovation Board, with its stock price peaking at 688 yuan before settling at 590.59 yuan, marking an increase of nearly 417% and a market capitalization of 277.6 billion [3] - Moore Threads became the fourth largest chip stock on the Sci-Tech Innovation Board, with significant profits for investors, as one lot could yield nearly 270,000 yuan [4] Related Companies - Several companies have direct or indirect stakes in Moore Threads, including: - Heertai with a direct holding of 1.03% - Zhongke Lanyun with a combined holding of 0.50% - ST Huayun with an indirect holding of 0.36% through a subsidiary [5] - Other companies related to Moore Threads saw mixed performance, with only Zhuoyi Information showing gains while others like Heertai and Chuling Information experienced declines [4] Sector Trends - The CPO concept stocks surged, with Changguang Huaxin hitting the daily limit and creating a historical high, alongside other companies like Zhishang Technology and Yongding Co. also reaching their limits [6] - The commercial aerospace sector continued to show strength, with multiple stocks hitting their daily limits, driven by positive news and expectations for advancements in reusable rocket technology by 2025 [6] Commodity Market - In the commodities market, LME copper prices reached record levels, with Citigroup predicting prices could hit $13,000 per ton in the next 6 to 12 months [6]
每日市场观-20251201
Caida Securities· 2025-12-01 04:17
Market Performance - On December 1, 2025, major A-share indices closed in the green, with the Shanghai Composite Index rising by 0.34%, the Shenzhen Component Index up by 0.85%, and the ChiNext Index increasing by 0.7%[1] - The total trading volume across both markets was 1.6 trillion yuan, slightly down from the previous trading day, with over 4,100 stocks rising, indicating sustained market activity[1] Sector Highlights - Lithium carbonate prices have rebounded over 70% from their year-to-date low, stabilizing above 100,000 yuan/ton, driven by a strong demand growth expectation of 30%-40% globally in 2026[1] - The lithium mining sector saw significant gains due to improved supply-demand dynamics, while banks, vitamins, and traditional Chinese medicine sectors experienced slight pullbacks[1] Policy and Industry Developments - The National Space Administration announced a three-year action plan for commercial aerospace, aiming to launch 156 satellites to build a space perception constellation, which is expected to boost related sectors[2] - The Ministry of Commerce is working to expand foreign investment market access, focusing on service sectors and enhancing the investment environment for foreign enterprises[8] Financial Trends - In November, the Shanghai Composite Index fell by 1.67%, ending a six-month streak of gains, while the ChiNext Index dropped by 4.23%[4] - On November 28, net inflows into the Shanghai and Shenzhen markets were 175.55 billion yuan and 156.54 billion yuan, respectively, with the top sectors for inflows being general equipment, batteries, and optical electronics[5] Fund Dynamics - The number of newly established index funds has surged by over 416% year-on-year, with 160 new products launched this year, driven by policy support and investor demand[15] - The issuance of dividend-themed funds has accelerated, with a total of 66.15 billion yuan raised in November alone, marking a monthly record for the year[16]
11月收官战“缩量暖场”!沪指终结六连阳,人民币汇率创一年新高,后市机会怎么看?丨川观解盘
Sou Hu Cai Jing· 2025-11-28 12:32
盘面看着回暖,但资金观望情绪没减。沪深两市全天成交额仅15858亿元,比前一日减少1240亿元。不过,个股端很热闹,两市超4100只股票飘红,81 只个股涨停,能源金属、船舶制造、化肥等板块轮番发力,中药、银行、保险少数几个板块逆势下跌,市场赚钱效应明显回升。 再看当日资金流向,成长赛道重新成了资金青睐的重点,三大板块主力资金净流入都超78亿元,热度拉满。锂电池概念表现最突出,主力资金净流入 88.47亿元,板块里11只股涨停、441只个股上涨,近期锂电池产业链多家企业实现满产满销,碳酸锂价格一个月涨超20%,甚至有不少下游企业签下长 期锁量订单,显示出市场对该板块长期需求具备信心。 机器人概念紧跟着发力,主力资金净流入84.92亿元,10只股涨停、超800只个股上涨,靠着具身智能商业化加速的利好,板块热度一直涨,成了科技赛 道里的核心主线之一。储能板块主力资金净流入78.11亿元,12只股涨停、600多只个股上涨。分析认为,行业景气度高、政策给支持、需求又爆发,几 大因素撑起了成长赛道的热度。 来源:川观新闻 川观新闻记者 彭瑀珩 11月28日,A股迎来11月最后一个交易日,三大指数集体收涨,给全月行情画上 ...
A股11月收官!沪指本月跌1.67%,终结月线六连阳
Feng Huang Wang Cai Jing· 2025-11-28 07:15
Market Overview - The Shanghai Composite Index has decreased by 1.67% in November, ending a six-month streak of gains after reaching a ten-year high mid-month [1] - The ChiNext Index has dropped by 4.23% this month, showing a "first decline then recovery" pattern, with a gradual repair of previous losses driven by the computing hardware concept in late November [1] Index Performance - The Shanghai Composite Index closed at 3888.60, with a slight increase of 0.34% [2] - The Shenzhen Component Index reached 12984.08, up by 0.85% [2] - The ChiNext Index stood at 3052.59, rising by 0.70% [2] Sector Highlights - Market hotspots have shifted rapidly, focusing on the battery supply chain, Hainan, Fujian, and computing hardware sectors [2] - Notable stocks in the battery sector include Guosheng Technology, which surged by 155%, and Huasheng Lithium Battery, which increased by 132% [2] - In the Hainan sector, Hainan Ruize has risen by 47%, while Pingtan Development in the cross-strait concept has gained 51% [2] - Computing hardware stocks have shown strength in mid to late November, with several companies reaching historical highs [2] Trading Volume and Market Activity - The total trading volume for the two markets was 1.59 trillion, a decrease of 124 billion from the previous day [3] - The market heat index was recorded at 690, indicating a moderate level of market activity [3] Stock Performance Metrics - The limit-up performance rate was 0.90%, with a high opening rate of 43% and a profit rate of 53% [5] - A total of 4122 stocks increased, while 1193 stocks declined, with 81 stocks hitting the limit-up [6]
沪指终结月线6连阳
财联社· 2025-11-28 07:15
Market Performance - The Shanghai Composite Index has decreased by 1.67% this month, ending a six-month streak of gains after reaching a ten-year high in the middle of the month [1] - The ChiNext Index has dropped by 4.23%, showing a "first decline then recovery" pattern, with a gradual repair of previous losses driven by the computing hardware concept in late November [1] Sector Highlights - Market hotspots have shifted rapidly this month, primarily focusing on the battery supply chain, Hainan, Fujian, and computing hardware sectors [2] - The battery sector has seen multiple stocks doubling in value, with notable increases such as Guosheng Technology up 155%, Huasheng Lithium up 132%, and Haike Xinyuan up 122% [2] - In the cross-strait concept, Pingtan Development has risen by 51%, and Hefei China has increased by 143% [2] - The Hainan sector has also performed well, with Hainan Ruize up 47% [2] - Stocks in the computing hardware sector have strengthened in mid to late November, with companies like Zhongfu Circuit, Saiwei Electronics, Tengjing Technology, Guangku Technology, and Zhongji Xuchuang reaching historical highs [2] Banking Sector - Agricultural Bank of China, Industrial and Commercial Bank of China, and Bank of China have all reached new highs in the middle of the month [3]