人形机器人题材

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和讯投顾张婧:证券大幅拉升,节前行情反转?10月两大事件前瞻!
Sou Hu Cai Jing· 2025-09-30 01:43
9月30日,和讯投顾张婧表示,当前的市场节奏是支持持股过节的,朋友至少不会有踏空的感觉,不过 这里有一点值得注意。就是证券虽然拉升了,但是并没有放量,这就导致了对于题材那边的一个虹吸效 应,那证券拉升的时候题材回落,而证券调整的时候,题材那边又回流是一个跷跷板的状态,那当前的 量能确实不太支持证券和题材共振。那么接下来证券助攻大盘指数冲击3900点的过程中,如果一直不放 量的话,可能就真的无法支撑这么多题材进行共振了,那么到底哪个题材能够笑到最后呢?市场上兑现 拉升的是新能源题材,上游材料的力度比直接做电池的要强很多。10月份回来之后10月底是有三季度报 陆续公布的。那么这里除了讲故事,必须要有业绩,那人形机器人题材这边就可以高看一眼了,并且人 性机器人题材这里不太吃大盘指数,也就是说不太吃量能,所以说也会符合接下来市场上的一个环境。 那再一个比较有争议的题材就是半导体这个题材内部的辨识度,无论是出海还是国产替代。今天就是节 前的最后一个交易日了,不牵扯持币和持股的事情了,都是持股的。所以说是乐观的,那对于10月份有 两个事件,大家需要提前做到心里有数,一个就是假期期间美联储这边的一个二次降息。 ...
期指:缺乏利空之下,情绪依旧积极
Guo Tai Jun An Qi Huo· 2025-07-18 02:03
Group 1: Report Industry Investment Rating - No information provided on the report industry investment rating Group 2: Core View - On July 17, all four major stock index futures contracts for the current month rose. IF rose 0.74%, IH rose 0.37%, IC rose 1.17%, and IM rose 1.41%. The overall sentiment in the stock index futures market remains positive in the absence of negative news [1]. - The total trading volume of stock index futures rebounded on this trading day, indicating an increase in investors' trading enthusiasm. The A - share market fluctuated upwards, with the ChiNext Index surging, and theme stocks blooming in multiple areas. The computing power industry chain led the gains [1][2][6]. Group 3: Summary by Relevant Catalogs 3.1期指期现数据跟踪 - **IF Contracts**: The closing prices of IF2507, IF2508, IF2509, and IF2512 all rose, with increases of 0.74%, 0.90%, 0.93%, and 0.86% respectively. The trading volumes of IF2507 decreased by 3881, while those of IF2508, IF2509 increased by 6646 and 4243 respectively. The open interests of IF2507 decreased by 8803, while those of IF2508, IF2509, and IF2512 increased [1]. - **IH Contracts**: The closing prices of IH2507, IH2508, IH2509, and IH2512 all rose, with increases of 0.37%, 0.36%, 0.39%, and 0.42% respectively. The trading volume of IH2507 decreased by 2826, while those of IH2508 increased by 4245. The open interests of IH2507 decreased by 4717, while those of IH2508, IH2509, and IH2512 increased [1]. - **IC Contracts**: The closing prices of IC2507, IC2508, IC2509, and IC2512 all rose, with increases of 1.17%, 1.27%, 1.33%, and 1.31% respectively. The trading volume of IC2507 decreased by 9192, while those of IC2508, IC2509, and IC2512 increased. The open interests of IC2507 decreased by 13453, while those of IC2508, IC2509, and IC2512 increased [1]. - **IM Contracts**: The closing prices of IM2507, IM2508, IM2509, and IM2512 all rose, with increases of 1.41%, 1.42%, 1.42%, and 1.38% respectively. The trading volume of IM2507 decreased by 5989, while those of IM2508, IM2512 increased. The open interests of IM2507 decreased by 11744, while those of IM2508, IM2509, and IM2512 increased [1]. 3.2期指前20大会员持仓增减 - For IF contracts, the long - position changes varied among different contracts. For example, IF2507 had a decrease of 5135 in long - positions, while IF2508 had an increase of 7879. The short - position changes also differed, such as IF2507 having a decrease of 5921 [5]. - For IH contracts, IH2507 had a decrease of 3596 in long - positions and a decrease of 3491 in short - positions. IH2508 had an increase of 4081 in long - positions and an increase of 4524 in short - positions [5]. - For IC contracts, IC2507 had a decrease of 9941 in long - positions and a decrease of 10434 in short - positions. IC2508 had an increase of 7871 in long - positions and an increase of 7792 in short - positions [5]. - For IM contracts, IM2507 had a decrease of 7609 in long - positions and a decrease of 8680 in short - positions. IM2508 had an increase of 7929 in long - positions and an increase of 8536 in short - positions [5]. 3.3趋势强度 - The trend strength of IF and IH is 1, and the trend strength of IC and IM is also 1. The trend strength ranges from - 2 to 2, with - 2 being the most bearish and 2 being the most bullish [6]. 3.4重要驱动 - Potential Fed Chairman candidate Kevin Warsh believes that Trump's public pressure on the Fed is correct. The Fed has stepped into policy areas beyond its scope under Powell's leadership and should not overly worry about inflation caused by Trump's tariffs [6]. - The EU is drafting a tariff list on US service industries in preparation for an escalation of the trade war. If negotiations fail, the EU plans to levy fees on US digital services such as advertising services [6]. - The A - share market fluctuated upwards. The Shanghai Composite Index rose 0.37%, the Shenzhen Component Index rose 1.43%, and the ChiNext Index rose 1.75%. The A - share trading volume reached 1.56 trillion yuan, compared with 1.46 trillion yuan the previous day. The computing power industry chain exploded again, with CPO and PCB sectors leading the gains [6].