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粤开市场日报-20250805
Yuekai Securities· 2025-08-05 08:11
证券研究报告 | 策略点评 2025 年 08 月 05 日 投资要点 分析师:孟之绪 执业编号:S0300524080001 电话: 邮箱:mengzhixu@ykzq.com 投资策略研究 粤开市场日报-20250805 今日关注 指数涨跌情况:今日 A 股主要宽基指数全数上涨。截止收盘,沪指涨 0.96%, 收报 3617.60 点;深证成指涨 0.59%,收报 11106.96 点;创业板指涨 0.39%, 收报 2343.38 点;科创 50 涨 0.40%,收报 1053.65 点。总体上全天个股涨多 跌少,Wind 数据显示,全市场 3901 只个股上涨,1325 只个股下跌,189 只个 股收平。沪深两市今日成交额合计 15961 亿元,较上个交易日放量 975 亿元。 行业涨跌情况:今日申万一级行业全数上涨,综合、银行、钢铁、传媒和通 信行业领涨,涨幅分别为 1.98%、1.59%、1.45%、1.28%和 1.25%,医药生物、 计算机、建筑材料、商贸零售和公用事业行业涨幅靠后,涨幅分别为 0.12%、 0.25%、0.30%、0.41%和 0.44%。 板块涨跌情况:今日涨幅居前概念板块 ...
ETF复盘0605|三大指数午后走强,算力产业链再度爆发
Sou Hu Cai Jing· 2025-06-05 10:33
Market Overview - On June 5, A-shares experienced a rebound with major indices closing higher, including the Shanghai Composite Index up by 0.23%, Shenzhen Component Index up by 0.58%, and ChiNext Index up by 1.17% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 12,904.05 billion RMB, showing a slight increase compared to the previous trading day [2] Sector Performance - The Hong Kong stock market also saw gains, with the Hang Seng Technology Index rising by 1.93% [5] - In terms of sector performance, the telecommunications sector led with a 2.62% increase, followed by electronics at 2.31% and computers at 2.12%. Conversely, the beauty and personal care sector saw a decline of 3.07% [7] Key Developments - The Ministry of Industry and Information Technology recently issued the "Computing Power Interconnection Action Plan," aimed at enhancing the efficiency and service level of public computing resources, which has positively impacted computing power leasing concepts and hardware stocks [8] - Global internet cloud companies are increasing investments in AI, with a focus on optical devices and modules, as well as satellite internet in the commercial aerospace sector [8] - The defense and military industry has shown strong performance, with the National Defense ETF seeing a significant inflow of funds, increasing by 1.31% [9][10] Investment Products - Relevant investment products include the Big Data ETF (159739) and National Defense ETF (512670), which have shown positive trends in recent months [8][9]