国内市场综述 冲高回落 小幅收跌 周二（8 月 19 日）大盘冲高回落，小幅收跌。截至收 盘，上证综指收于 3727.29 点，下跌 0.02%；深成指 收于 11821.63 点，下跌 0.12%；科创 50 下跌 1.12%； 创业板指下跌 0.17%，万得全 A 成交额共 26407 亿元， 较前一日略有下降。 行业方面，30 个中信一级行业有 17 个行业收涨，其 中综合、通信及综合金融涨幅居前，而国防军工、非 银行金融及石油石化则跌幅较大。概念方面，消费电 子代工、光模块 CPO 及白酒等指数表现活跃。 海外市场综述 美国三大股指收盘涨跌不一，英伟达跌超 3% 周二（8 月 19 日），美国三大股指收盘涨跌不一，道 指涨 0.02%，标普 500 指数跌 0.59%，纳指跌 1.46%。 家得宝涨超 3%，宣伟涨逾 2%，领涨道指。万得美国科 技七巨头指数跌 1.69%，英伟达跌超 3%，脸书跌逾 2%。 中概股多数下跌，迅雷跌超 10%，微博跌逾 6%。 新闻精要 1. 人社部等 5 部门印发领取个人养老金有关问题的通 知 风险提示 1.稳增长力度不及预期； 2.地缘冲突升级。 | 市场研究部证券 ...

国内市场综述 冲高回落 走势分化 周五（6 月 27 日）大盘冲高回落，走势分化。截至收 盘，上证综指收于 3424.23 点，下跌 0.7%；深成指收 于 10378.55 点，上涨 0.34%；科创 50 下跌 0.18%；创 业板指上涨 0.47%，万得全 A 成交额共 15757 亿元， 较前一日有所下降。 行业方面，30 个中信一级行业有 16 个行业上涨，其 中有色金属、通信及纺织服装涨幅居前，而银行、电 力及公用事业、商贸零售则跌幅较大。概念方面，光 模块 CPO、工业金属精选及 GPU 等权等指数表现活跃。 海外市场综述 美国三大股指全线收涨 周五（6 月 27 日），美国三大股指全线收涨，道指涨 1%，标普 500 指数涨 0.52%，纳指涨 0.52%。其中，标 普 500 指数、纳指均创历史新高。万得美国科技七巨头 指数涨 1%。中概股涨跌不一，世纪互联涨超 18%。 新闻精要 1. 2025 上市公司论坛在温州举行 2. 海关总署：有条件恢复日本部分地区水产品进口 3. 驻加拿大使馆发言人就加政府命令海康威视加拿 大有限公司停止在加运营并关闭其加业务发表谈话 4. 今年来，民营银行频繁 ...

Domestic Market Overview - The domestic market experienced narrow fluctuations with mixed performance on June 12, 2025. The Shanghai Composite Index closed at 3402.66 points, up 0.01%, while the Shenzhen Component Index closed at 10234.33 points, down 0.11%. The ChiNext Index rose by 0.26% and the STAR Market 50 Index fell by 0.3%. The total trading volume of the A-share market was 1.3036 trillion yuan, a decrease from the previous day [1][4][8] - Among the 30 sectors tracked by CITIC, 13 sectors saw gains, with comprehensive finance, non-ferrous metals, and media leading the increase. Conversely, food and beverage, coal, and agriculture sectors experienced significant declines. Notably, indices related to optical modules, gold and jewelry, and CRO showed active performance [1][4][8] Overseas Market Overview - On June 12, 2025, the three major U.S. stock indices experienced slight gains. The Dow Jones rose by 0.24%, the S&P 500 increased by 0.38%, and the Nasdaq gained 0.24%. Notably, Oracle's stock surged over 13%, reaching a record closing high. However, many Chinese concept stocks declined, with Xpeng Motors dropping nearly 6% [2][4] Key News Highlights - The Governor of the People's Bank of China, Pan Gongsheng, held the first annual meeting with the President of the European Central Bank, Christine Lagarde, focusing on economic and financial cooperation between China and Europe [3][10] - The Chinese government announced support for high-level open pilot projects in cross-border trade in Fuzhou, Xiamen, and Quanzhou, aimed at enhancing financial integration between the two sides of the Taiwan Strait [5][13] - The International Atomic Energy Agency announced that Iran violated its nuclear non-proliferation obligations, marking a significant development in international relations [5][14] - The U.S. announced a 50% tariff on various steel household appliances starting June 23, which may lead to increased consumer prices [5][16]