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早盘创业板ETF天弘(159977)收涨2.26%、科创综指ETF天弘(589860)收涨1.65%、中证A500ETF天弘(159360)收涨1.29%
8月25日,市场早盘冲高回落,创业板指领涨,两市成交额放量明显,沪深两市半日成交额2.08万亿, 较上个交易日放量5678亿。 主流宽基ETF中,创业板ETF天弘(159977)早盘收涨2.26%,盘中价格再创阶段新高,且溢价交易明 显;成分股中,金力永磁盘中涨停,乐普医疗、中际旭创、协创数据等多股大涨。 此外,科创综指ETF天弘(589860)早盘收涨1.65%,成分股中,开普云20CM涨停,航天宏图冲击涨 停;中证A500ETF天弘(159360)收涨1.29%,罗博特科20CM涨停。 对于后市,华泰证券认为,充裕流动性仍是行情的主要基底,短期来看,判断市场顶部的意义和胜率都 不算高,配置上应保持仓位、顺势择线、适度内部高低切换;节奏上后续即便出现调整,幅度也不会太 深,市场进入上行趋势的共识在逐步增强。过往看国内基本面、国内流动性、海外流动性三者改善是市 场步入上行趋势的关键三支柱,当前三个因素都在汇聚积极变化,从量变到质变需要时间,蓄势充分后 期行情才有望走的更远。配置上,AI链、创新药、大金融仍是战略配置重点,内部适度高切低。 华宝证券认为,市场热情高涨,A股顺势而为。当前市场情绪保持高涨,增量资金 ...
国务院重磅会议释放新信号!
摩尔投研精选· 2025-08-20 10:27
Market Overview - The three major indices experienced pressure in the early session but rebounded strongly in the afternoon, closing higher, with the Shanghai Composite Index, Shenzhen Component Index, and Sci-Tech Innovation 50 Index all reaching new highs for the year [1] - Although the trading volume decreased by approximately 180.1 billion compared to the previous trading day, it has remained above 2 trillion for six consecutive days, indicating high market participation and capital activity [1] Government Policy Signals - The State Council's ninth plenary meeting emphasized the need to continuously stimulate consumer potential, systematically remove restrictive measures in the consumption sector, and accelerate the cultivation of new growth points in service consumption and new consumption [2] - A collaboration between Jiugui Liquor and Pang Donglai has seen strong sales, leading to a surge in the stock price [2] Industry Performance - Some white liquor companies reported disappointing performance in the first half of the year, largely due to the ongoing impact of the "drinking ban" and the struggles faced by the catering industry [3] - However, these negative factors have already been reflected in the stock prices of the white liquor sector [4] Consumer Trends - With the Mid-Autumn Festival and National Day approaching, capital is likely to continue betting on consumption-promoting policies and positioning in large consumer stocks, including white liquor [5] - It is noted that the current consumer market trend may still represent the latter stage of improvement in the real economy's fundamentals [6] Market Dynamics - The previous market rally followed a specific path of sector rotation, starting with large financials, moving through popular and restructuring themes, and culminating in a focus on technology concepts and low-priced stocks [7] - Historical patterns are not expected to repeat exactly, and market volatility is a normal occurrence [8] Investment Strategy - Investors are advised to focus on market leaders such as semiconductor chips and AI applications while avoiding chasing prices and instead looking for opportunities during market fluctuations [9] - For conservative investors, sectors that have lagged in this rally but have earnings support or high dividend characteristics, such as large consumer goods, pharmaceuticals, and utilities, should be considered for balanced allocation [9]
万和财富早班车-20250819
Vanho Securities· 2025-08-19 01:52
我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年8月19日 | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3728.03 | 0.85% | 上证当月连续 | 2848.4 | 0.08% | | 深证成指 11835.57 | | 1.73% | 沪深当月连续 | 4237.8 | 0.82% | | 创业板指 | 2606.2 | 2.84% | 恒生期货指数 | 32456.99 | -0.15% | 宏观消息汇总 3.全国医疗保障工作座谈会召开,国家医保局公布九大重点工 作。 二、行业最新动态 1.多模态医疗大模型加速落地创新药支付模式拓展新空间,相关 个股:振东制药(300158)、三博脑科(301293)等。 2.华为麒麟9020官宣登场半导体产业链或受关注,相关个股:中 芯国际(688981) 、南大光电(300346)等。 3.消费贷"国补"落地 消费建材"金九银十"可期,相关个股:三棵 树(603737) 、北新建材(000786)等。 三、上市公司聚焦 1 ...
财信证券晨会纪要-20250819
Caixin Securities· 2025-08-18 23:30
Market Strategy - The market continues to rise with increased volume, as the Shenzhen Component Index and the ChiNext Index both break through the high points from October 8, 2024 [4][7] - The overall market sentiment is improving, with the total trading volume reaching 2.8 trillion yuan, an increase of over 500 billion yuan from the previous trading day [8][10] Industry Dynamics - In the first half of 2025, the mobile game advertising monetization trend in China shows that incentivized videos have become the preferred choice for developers, with platforms like Youmi and Pangle strengthening their positions [25][26] - The banking sector's total assets grew to 467.3 trillion yuan by the end of Q2 2025, a year-on-year increase of 7.9%, with large commercial banks seeing a 10.4% growth [28][29] - The New Tibet Railway is expected to start construction this year, with an estimated investment of over 400 billion yuan for the entire project [31][33] Company Tracking - Stone Technology (688169.SH) reported a 39.55% year-on-year decline in net profit for H1 2025, despite a revenue increase of 78.96% to 7.903 billion yuan [37] - Zhongjing Food (300908.SZ) experienced a 2.50% decrease in revenue for H1 2025, while net profit grew by 0.29% to 1.01 billion yuan [39] - Meihua Medical (301363.SZ) achieved a revenue of 733 million yuan in H1 2025, reflecting a 3.73% year-on-year growth, but net profit fell by 32.44% [41] - Ecovacs (603486.SH) reported a 60.84% increase in net profit for H1 2025, reaching 979 million yuan, with total revenue growing by 24.37% [43] - Kasei Bio (688065.SH) saw a 15.68% increase in revenue to 167 million yuan in H1 2025, with net profit rising by 24.74% [45] - Jiangyin Bank (002807.SZ) reported a 10.5% increase in revenue for H1 2025, with net profit growing by 16.6% [47]
A股,成交额创年内新高!沪指创近10年新高!
Sou Hu Cai Jing· 2025-08-18 07:37
每经编辑:黄胜 8月18日,市场全天冲高回落,沪指创近10年新高,北证50创历史新高,深成指、创业板指均突破去年10月8日高点。沪深两市全天成交额2.76万亿,较上个 交易日放量5196亿,成交额再创年内新高。 盘面上,市场热点集中在AI硬件和大金融方向,个股涨多跌少,全市场超4000只个股上涨。从板块来看,券商、金融科技等大金融股一度冲高,指南针、 同花顺双双续创历史新高。液冷服务器等AI硬件股持续爆发,强瑞技术等20余股涨停。稀土永磁概念股表现活跃,北方稀土等涨停。 板块方面,液冷服务器、影视、CPO、稀土永磁等板块涨幅居前,煤炭、有色金属、钢铁等板块跌幅居前。 截至收盘,沪指涨0.85%,深成指涨1.73%,创业板指涨2.84%。 每日经济新闻 "近期,一系列市场表现释放出积极信号。"银河证券指出,日前,市场量能迈上新台阶,两融余额持续增长,投资者加速入场,与此同时居民财富向金融资 产加速再配置的趋势明确,随着市场风险偏好回暖带动赚钱效应扩散,资金面流入成为行情向上的重要推动力量。7月中央政治局会议决定10月召开二十届 四中全会,研究制定"十五五"规划,市场将逐步聚焦新一轮的政策预期。 财信证券指出,短 ...
A股,成交额创年内新高
财联社· 2025-08-18 07:14
Market Overview - The A-share market experienced a high and then a pullback, with the Shanghai Composite Index reaching a nearly 10-year high and the North Star 50 hitting an all-time high [1] - The Shenzhen Composite Index and the ChiNext Index both surpassed their high points from October 8 of the previous year [1] - The total trading volume for the Shanghai and Shenzhen markets was 2.76 trillion, an increase of 519.6 billion compared to the previous trading day, marking a new high for the year [1][6] Sector Performance - Market hotspots were concentrated in AI hardware and large financial sectors, with over 4,000 stocks rising [1] - Financial stocks, including brokerage and fintech, saw significant gains, with companies like Zhihui and Tonghuashun reaching new historical highs [1] - AI hardware stocks, particularly liquid cooling servers, experienced a strong surge, with over 20 stocks hitting the daily limit [1] - Rare earth permanent magnet stocks were also active, with companies like Northern Rare Earth hitting the daily limit [1][2] Index Performance - By the end of the trading day, the Shanghai Composite Index rose by 0.85%, the Shenzhen Composite Index increased by 1.73%, and the ChiNext Index climbed by 2.84% [3]
市场全天冲高回落,沪指涨0.85%创近10年新高,两市成交额超2.7万亿
Market Performance - The Shanghai Composite Index reached a nearly 10-year high, while the North Stock 50 hit a historical peak, and both the Shenzhen Component Index and the ChiNext Index surpassed their high points from October 8 of the previous year [1][2] - The Shanghai Composite Index rose by 0.85%, the Shenzhen Component Index increased by 1.73%, and the ChiNext Index gained 2.84% [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 2.76 trillion yuan, an increase of 519.6 billion yuan compared to the previous trading day, marking a new high for the year [1][4] Sector Performance - Market hotspots were concentrated in AI hardware and large financial sectors, with over 4,000 stocks rising [2][3] - Financial stocks, including brokerage and fintech, saw significant gains, with companies like Zhihui and Tonghuashun reaching new historical highs [2] - AI hardware stocks, such as liquid-cooled servers, experienced a strong surge, with over 20 stocks hitting the daily limit [2] - Rare earth permanent magnet stocks were also active, with companies like Northern Rare Earth hitting the daily limit [3] Market Statistics - The market saw 4,037 stocks rise, 1,222 stocks fall, and 165 stocks remain unchanged [5] - There were 122 stocks that hit the daily limit, while only 2 stocks faced a daily decline [5]
沪指创十年新高!全市场近4500只个股上涨
中经实习记者 孙小琴 记者 夏欣 北京报道 (编辑:夏欣 审核:何莎莎 校对:颜京宁) 从板块来看,券商、金融科技股维持强势,指南针两连板续创历史新高。液冷服务器等AI硬件股持续 爆发,强瑞技术等多股涨停。影视股表现活跃,华策影视等涨停。板块方面,影视、液冷服务器、 CPO、金融科技等板块涨幅居前,煤炭等少数板块下跌。截至上午收盘,沪指涨1.18%,深成指涨 2.25%,创业板指涨3.63%。 8月18日,市场早盘高开高走,沪指创近十年新高,北证50指数创历史新高。沪深两市半日成交额1.72 万亿元,较上个交易日放量4114亿元。盘面上热点集中在AI硬件和大金融方向,个股涨多跌少,全市 场近4500只个股上涨。 ...
普涨!A股市值首次突破100万亿,沪指创近10年新高
Sou Hu Cai Jing· 2025-08-18 04:44
Core Points - A-shares reached a historic milestone with a total market capitalization exceeding 100 trillion yuan for the first time, marking a significant achievement in the A-share market [1][2] - The Shanghai Composite Index hit a nearly 10-year high, while the ChiNext Index surpassed its previous high from October 8, 2024, indicating strong market performance [1][2] - The trading volume in the Shanghai and Shenzhen markets was substantial, with a half-day turnover of 1.72 trillion yuan, an increase of 411.4 billion yuan compared to the previous trading day [1] Market Performance - The Shanghai Composite Index rose by 1.18% to 3740.50, the Shenzhen Component Index increased by 2.25% to 11896.38, and the ChiNext Index surged by 3.63% to 2626.29 [2] - Other indices such as the CSI 300 and CSI 500 also showed positive movements, with increases of 1.50% and 1.96% respectively [2] Sector Performance - Key sectors that performed well included film and television, liquid cooling servers, CPO (Chip-on-Board), and financial technology, while coal and a few other sectors experienced declines [3][4] - Specific stocks within the liquid cooling server sector saw a rise of 7.97%, indicating strong investor interest in this area [4]
沪指创近十年新高,北证50历史新高
财联社· 2025-08-18 03:48
从板块来看,券商、金融科技股维持强势, 指南针2连板续创历史新高。液冷服务器等AI硬件股持续爆发,强瑞技术等多股涨停。影视股表 现活跃,华策影视等涨停。 板块方面, 影视、液冷服务器、CPO、金融科技等板块涨幅居前, 煤炭等少数板块下跌。截至收盘,沪指涨1.18%,深成指涨2.25%,创 业板指涨3.63%。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 今日A股早盘高开高走, 沪指创近10年新高,创业板指突破2024年10月8日的高 点,北证50指数创历史新高。 沪深两市半日成交额1.72万亿,较上 个交易日放量4114亿。盘面上热点集中在AI硬件和大金融方向,个股涨多跌少, 全市场近4500只个股上涨。 ...