军贸概念
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午评:沪指涨0.3%,盘中突破4100点,有色、军工等板块强势
Zheng Quan Shi Bao Wang· 2026-01-09 04:31
盘面上看,保险、银行、地产等板块走低,有色、军工、零售、石油等板块强势,商业航天、军贸概 念、AI应用概念等活跃。 9日早盘,沪指盘中强势上扬,一度突破4100点,全A成交额半日突破2万亿元。 东莞证券表示,在连续放量上涨后,短期A股可能已进入必要的回落整固阶段,继续上攻前或先震荡整 理。往后看,随着"十五五"产业指引、海外流动性宽松、国内政策托底效应等多重利好因素释放,将继 续为A股市场提供支撑。后续增量稳经济政策的出台将不断驱动市场风险偏好回升,市场有望继续向上 演绎,迎接春季行情。建议关注红利、AI、半导体等科技自立自强核心赛道以及商业航天、电池、新 能源等景气度抬升的成长赛道。 截至午间收盘,沪指涨0.3%报4095.33点,深证成指涨0.57%,创业板指涨0.1%,沪深北三市合计成交约 2.08万亿元。 (文章来源:证券时报网) ...
1/8财经夜宵:得知基金净值排名及选基策略,赶紧告知大家
Sou Hu Cai Jing· 2026-01-08 16:38
写在文章前的声明:在本文之前的说明:本文中所列的投资信息,只是一个对基金资产净值进行排行的客观描述,并无主观倾向性,也不是投资建议,纯属 娱乐性质。 一顿操作猛如虎,基金净值已更新,谁是基金中的王者,谁又垫底,请看数据: | 基金简称 PK | | | 最新净值卖 司令我们顺德人 | | | --- | --- | --- | --- | --- | | 1 | 广发招利混合C | 1.1368 | 6.99% 27 | | | | 015839 | 2026-1-8 | | | | 2 | 广发招利混合A 015838 | 1.1552 | 6.99% | 27 | | | | 2026-1-8 | | | | 3 | 长城景气成 ... C | 1.6011 | 6.78% | 27 | | | 018940 | 2026-1-8 | | | | 4 | 长城景气成 ... A | 1.6235 | 6.77% | ৰ্ম | | | 018939 | 2026-1-8 | | | | 5 | 中欧半导体 ... C | 1.7705 | 6.41% | 27 | | | 019764 | 2026-1- ...
收评:沪指微跌0.07% 军贸概念、商业航天、脑机接口板块大幅上涨
Xin Hua Cai Jing· 2026-01-08 07:42
新华财经北京1月8日电沪深两市三大股指8日早间普遍低开,沪指低开0.2%,深成指低开0.42%,创业 板指低开0.63%。沪指早盘期间窄幅整理后小幅上扬,午后震荡走低,尾盘反弹,最终微幅下跌;深成 指盘初短暂下探后快速反弹至平盘附近,此后呈窄幅整理态势,午后波动下行,尾盘有所反弹,收盘时 仍显著下跌;创业板指盘初下探后反弹,但未能完全回补与上一交易日之间缺口,此后震荡下行,午后 跌幅有所扩大,尾盘亦有所反弹。 从盘面上看,尽管各股指在滞涨后有所调整,但市场整体仍呈较活跃态势。1月8日,沪深北三市有近90 股创下历史盘中新高。当日,军贸概念、商业航天、脑机接口等板块大幅上涨,船舶、航空、军工信息 化、海洋经济、卫星导航、可控核聚变、BC电池、短剧游戏等多个细分领域均有显著上涨。保险、证 券、有色板块则出现较大幅度调整。 我国公开发布2025年度《中国空间站科学研究与应用进展报告》 中国载人航天工程办公室8日面向全社会发布2025年度《中国空间站科学研究与应用进展报告》。目 前,中国空间站在轨运行稳定,空间科学、应用实验与技术试验项目进展顺利、成果丰硕,具有一定的 前沿性和创新性。截至2025年12月,在空间生命 ...
午评:沪指涨0.29%,商业航天概念强势,人形机器人概念活跃
Zheng Quan Shi Bao Wang· 2025-12-25 04:01
财信证券认为,目前技术面上大盘震荡反弹趋势仍未结束,但沪指实现六连阳后,已积累了一定获利盘,大盘若要继续走强,或需要成交额出现 明显放量,否则指数层面短期可能出现震荡。操作上,当前盘面上各大题材板块反复活跃,短线仍有较多机会,投资者可参与市场结构性机会, 但需把握好轮动节奏。展望后续,随着11月份经济数据公布以及海外三大央行利率决议落地,宏观经济数据对市场影响消退,流动性及风险偏好 对市场影响将增加,叠加国内政策利好预期,A股市场有望逐步演绎"春季躁动"行情,指数放量突破均线将是观察"春季躁动"行情开启的关键信 号。 (原标题:午评:沪指涨0.29%,商业航天概念强势,人形机器人概念活跃) 25日早盘,沪指盘中震荡上扬,北证50指数较为强势,创业板指、科创50指数疲弱,全A超3200股飘红。 截至午间收盘,沪指涨0.29%报3952.5点,深证成指跌0.11%,创业板指跌0.37%,北证50指数涨逾1%,沪深北三市合计成交12121亿元。 盘面上看,保险、汽车、化纤、钢铁等板块走强,商业航天概念再度爆发,人形机器人、军贸概念、飞行汽车概念等活跃。 ...
11/24财经夜宵:得知基金净值排名及选基策略,赶紧告知大家
Sou Hu Cai Jing· 2025-11-24 15:52
Core Insights - The article provides an overview of the latest net asset values of various funds, highlighting the top-performing and underperforming funds in the market [1][2][3]. Fund Performance Summary Top 10 Funds by Net Value Growth - The top-performing funds as of November 24, 2025, include: 1. 德邦稳盈增长灵活配置混合A with a net value of 1.0056, showing a growth of 6.85% 2. 德邦稳盈增长灵活配置混合C at 0.9933, also with a growth of 6.85% 3. 长盛航天海工混合A at 1.7138, with a growth of 5.67% 4. 长盛航天海工混合C at 1.6938, with a growth of 5.66% 5. 申万菱信乐道三年持有期混合 at 1.1202, with a growth of 5.63% 6. 申万菱信数字产业股票型发起式A at 1.2031, with a growth of 5.40% 7. 申万菱信数字产业股票型发起式C at 1.1908, with a growth of 5.39% 8. 长城久嘉创新成长混合A at 2.2057, with a growth of 5.38% 9. 长城久嘉创新成长混合C at 1.8462, with a growth of 5.38% 10. 广发沪港深精选混合A at 1.2034, with a growth of 5.32% [2]. Bottom 10 Funds by Net Value Decline - The underperforming funds as of November 24, 2025, include: 1. 摩根中国世纪混合(QDII)人民币 at 1.7716, declining by 5.53% 2. 泰信发展主题混合 at 1.7980, declining by 5.22% 3. 富荣福鑫混合C at 0.7536, declining by 5.21% 4. 富荣福鑫混合A at 0.7556, declining by 5.19% 5. 长城港股医疗保健精选混合发起(QDII)C at 0.8233, declining by 5.04% 6. 长城港股医疗保健精选混合发起(QDII)A at 0.8246, declining by 5.03% 7. 华泰柏瑞亚洲领导企业混合 at 1.0930, declining by 4.71% 8. 先锋聚优C at 0.9983, declining by 4.63% 9. 先锋聚优A at 0.9810, declining by 4.63% 10. 华安大中华升级股票(QDII)A at 2.1650, declining by 4.50% [3]. Market Overview - The Shanghai Composite Index opened high but experienced horizontal fluctuations, closing slightly higher, while the ChiNext Index showed a V-shaped rebound before retreating slightly. The total trading volume reached 1.74 trillion, with a stock rise-to-fall ratio of 4228:1104 [5]. - Leading sectors included shipbuilding, aviation, and the internet, each with gains exceeding 4%, while the oil, communication equipment, coal, and insurance sectors lagged [5]. Fund Holdings Analysis Top Holdings of Selected Funds - The top holdings of a fund with a focus on artificial intelligence include: 1. 万兴科技 with a daily increase of 2.77% 2. 卓易信息 with a daily increase of 12.93% 3. 光云科技 with a daily increase of 20.00% 4. 能科科技 with a daily increase of 7.37% 5. 新致软件 with a daily increase of 7.73% - The top ten holdings account for 70.29% of the total portfolio, indicating a concentrated investment strategy [6]. Underperforming Holdings - The top holdings of a fund with a focus on growth industries include: 1. 东山精密 with a decline of 6.24% 2. 胜宏科技 with a decline of 5.21% 3. 中际旭创 with a decline of 4.26% - The top ten holdings account for 39.29% of the total portfolio, reflecting a diversified but underperforming investment strategy [6].
大盘收出十字星 近两天将选择方向
Chang Sha Wan Bao· 2025-11-24 13:45
Market Performance - A-shares experienced a slight increase on November 24, with the Shanghai Composite Index rising by 0.05% to close at 3836.77 points, the Shenzhen Component Index increasing by 0.37% to 12585.08 points, and the ChiNext Index up by 0.31% to 2929.04 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 17,278 billion, a decrease of 2,379 billion compared to the previous trading day [1] Sector Performance - Most industry sectors saw gains, with the shipbuilding sector experiencing significant growth, while energy and metals sectors faced declines [1] - The best-performing sectors included military trade concepts and AI applications, driven by geopolitical uncertainties and strong market expectations [2] Individual Stock Highlights - Among the stocks, 4,228 rose, with 79 hitting the daily limit, while 1,104 declined, with 34 hitting the lower limit [1] - Aerospace company Hangtian HuanYu saw a notable increase of 20%, attributed to its military sector involvement and successful product deliveries in commercial aerospace [4] - The company reported earnings of 0.13 yuan per share and a net profit of 51.48 million yuan for the third quarter of 2025, reflecting a year-on-year growth of 0.56% [4] Market Sentiment and Technical Analysis - Investor sentiment improved as selling pressure decreased, with a notable reduction in capital outflow compared to previous weeks [2] - The market showed signs of potential bottoming out, with technical indicators suggesting a possible reversal if certain volume thresholds are met in the following days [3]
收评:沪指午后翻红,军工板块强势,医药等板块走强
Zheng Quan Shi Bao Wang· 2025-11-24 07:41
Core Viewpoint - The Chinese stock market showed signs of recovery with major indices rebounding, despite ongoing volatility and cautious sentiment among investors [1] Market Performance - The Shanghai Composite Index rose by 0.05% to close at 3836.77 points - The Shenzhen Component Index increased by 0.37% to 12585.08 points - The ChiNext Index gained 0.31% to reach 2929.04 points - The STAR 50 Index saw a rise of 0.84% - Total trading volume across Shanghai, Shenzhen, and Beijing reached 17,405 billion yuan [1] Sector Analysis - Insurance, banking, and coal sectors experienced declines - The military industry sector showed strong performance - Media, construction, semiconductor, and pharmaceutical sectors also performed well - Concepts related to military trade, commercial aerospace, and AI applications were notably active [1] Market Sentiment and Outlook - Guotai Junan noted that the recent weakness in the Chinese stock market is attributed to year-end profit-taking and reduced positions by investors - The cooling expectations for Fed rate cuts, increased volatility in U.S. markets, and a lack of internal policy support have contributed to weakened trading confidence - The slowdown in the registration of equity products has led to insufficient market supply, negatively impacting the microstructure of the stock market - Contrary to the prevailing cautious sentiment, Guotai Junan remains optimistic about the future of the Chinese market, suggesting that the stock index is in a favorable position for growth - The firm believes that opportunities arise during periods of panic, and anticipates a gradual stabilization and year-end rally in the Chinese stock market, indicating significant upward potential and a good opportunity for accumulation [1]
午评:沪指跌0.34%,煤炭、有色等板块走低,军工板块逆市拉升
Sou Hu Cai Jing· 2025-11-24 03:59
中信建投证券表示,当前市场处于"三期叠加":牛市中段整固期,景气验证关键期,业绩政策空窗期, 市场震荡轮动和资金年底止盈等特征也会进一步放大。近期海外环境出现较多扰动,美联储12月降息预 期反复,带动全球市场流动性预期波动;英伟达财报超预期,但股价出现巨震,投资者担忧AI开支可 持续性,蔓延影响A股情绪。长期而言,慢牛格局的主要因素不变;短期来看,策略层面以择机布局为 主,时点上等待12月中上旬的美联储议息会议和中央经济工作会议落地,其间若调整较充分也可加仓吸 筹,关注60日线与半年线支撑和市场缩量情况。 24日早盘,两市主要股指盘中震荡回落,创业板指盘中跌约1%失守2900点,场内约3200股飘红。 盘面上看,煤炭、燃气、有色、电力、保险等板块走低,军工、医药等板块逆市拉升,军贸概念、AI 应用概念等活跃。 截至午间收盘,沪指跌0.34%报3821.68点,深证成指跌0.59%,创业板指跌0.77%,沪深北三市合计成交 10326亿元。 ...
收评:沪指午后翻红,保险、银行板块强势,黄金等概念活跃
Zheng Quan Shi Bao Wang· 2025-11-19 07:44
Market Performance - The Shanghai Composite Index experienced fluctuations but ended with a slight increase of 0.18%, closing at 3946.74 points [1] - The Shenzhen Component Index saw a minor decline, closing at 13080.09 points, while the ChiNext Index rose by 0.25% to 3076.85 points [1] - The SSE 50 Index showed strength with a gain of 0.58% [1] - Total trading volume across the Shanghai, Shenzhen, and North markets reached 1.7428 trillion yuan [1] Sector Performance - Sectors such as media, real estate, pharmaceuticals, automotive, and coal experienced declines [1] - Conversely, sectors including insurance, banking, and non-ferrous metals saw gains [1] - Active sectors included aquaculture, military trade concepts, and gold concepts [1] Analyst Insights - Dongguan Securities indicated that the A-share market is currently at a phase of high levels, with profit-taking potentially causing short-term volatility [1] - There may be rapid rotation and switching of market themes and styles [1] - The long-term upward trend of the market is expected to continue [1] - The recommended investment strategy is a "dumbbell" approach, focusing on high-dividend sectors for defensive positions and selectively investing in relevant technology sectors for offensive positions [1]
午评:沪指震荡微跌,银行、保险板块拉升,医药等板块走低
Zheng Quan Shi Bao Wang· 2025-11-19 05:31
11月19日早盘,沪指盘中窄幅震荡,创业板指冲高回落,北证50指数等跌超1%,场内近4600股飘绿。 中信建投证券指出,上证指数近日于4000点附近震荡,全A成交额中枢下降至2万亿左右,近期资金在 主题投资及景气成长方向较为活跃,后续市场或继续维持震荡轮动状态;因短期博弈及市场长逻辑未 改,目前市场呈现震荡轮动特征,后续破局的关键在于资金或进攻新的主线,市场方向逐步统一;中期 配置方面,可采取攻守兼备的策略,围绕明确景气线索进攻,勿过度频繁切换。 截至午间收盘,沪指微跌0.04%报3938.29点,深证成指跌0.32%,创业板指涨0.12%,北证50指数跌 1.52%,沪深北三市合计成交11158亿元。 (文章来源:证券时报网) 盘面上看,地产、钢铁、医药、煤炭等板块走低,银行、保险板块拉升,军贸概念、锂矿、光刻机、中 特估概念等活跃。 ...