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热点切换加速,板块分化加剧,择机布局还是落袋为安?
Ge Long Hui· 2025-10-22 11:27
深地经济概念延续强势,其中神开股份、石化机械等股三连板。湖北国资概念延续强势,其中武汉控 股、湖北广电等多股晋级两连板。可控核聚变概念再度走强,其中安泰科技、大西洋双双涨停。可燃 冰、人造肉、风电设备等行业板块紧随其后。 贵金属低开低走集体回调,截止午盘大跌5.21%,其中湖南白银触及跌停,晓程科技下跌7.09%,西部 黄金、招进黄金、四川黄金等多股跌幅均在5%上方。天然气板块走弱,其中国新能源触及跌停。 消息面:农业银行录得日线14连阳,也是连续第4个交易日刷新历史高点。现货黄金早盘巨震,险守 4000美元关口后重回4100美元上方。美联储10月降息25个基点的概率为98.9%。 冲高回落,截止午盘三大指数集体收跌,其中沪指下跌0.44%,深成指下跌0.81%,创业板指下跌 0.89%。两市合计超2700只个股下跌,合计成交额1.1万亿。 欢迎您在评论中分享自己的看法,大家一起学习和讨论。 ...
「每日收评」三大指数缩量整理,两市成交额不足1.7万亿,深地经济概念延续强势
Sou Hu Cai Jing· 2025-10-22 10:29
智通财经10月22日讯,市场全天弱势震荡,三大指数盘中翻红后均出现回落。沪深两市成交额1.67万亿,量能进一步萎缩,较上一个交易日缩量2248亿,自 8月5日以来首次跌破1.7万亿。盘面上,市场热点集中在深地经济、湖北国资等方向。其中深地经济概念股全天走强,神开股份、石化机械、中信重工三连 板。湖北国资概念延续强势,武汉控股等多股晋级两连板。油气股午后爆发,贝肯能源涨停。银行板块逆势走强,农业银行续创历史新高。下跌方面,电池 股集体走弱,天际股份、天赐材料等大跌。截至收盘,沪指跌0.07%,深成指跌0.62%,创业板指0.79%。 板块方面 板块上,深地经济延续强势,中信重工、神开股份、石化机械三连板,东墨龙、石化油服、中化岩土同样涨停。 个股方面 个股层面来看,投机性短线题材炒作持续活跃。虽然今日涨跌个股家数有所减少,但连板股数量增至21只,其中连板晋级率也超五成。其中大有能源更进一 步录得7连板。深地经济概念股中,中信重工、神开股份、石化机械、黄河旋风悉数晋级三连板,而湖北国资概念股中的武汉控股、华塑控股、三峡新材等 同样连板成功。随着短线高度被成功打开,预计后续活跃资金仍将围绕着上述两大方向,寻找一些低 ...
10.22犀牛财经晚报:基金销售掀起新一轮费率战 猪肉价格已连降10周
Xi Niu Cai Jing· 2025-10-22 10:28
围绕公募基金改革,又一大重磅细则即将落地。10月22日,记者独家获悉,中国证券投资基金业协会即 将于近日发布公募基金业绩比较基准规则征求意见稿。同时据记者前期自行业机构了解,以头部基金公 司为主的多家管理人已上报了一批拟作为业绩比较基准的指数,种类涵盖宽基、行业、风格等多种类 型。不过对于进入实际基准库的指数数量,监管层的态度整体较为审慎。有公募人士向记者分析称,业 绩比较基准规则的推出,意味着基金业协会或将同步发布多项业绩比较基准,供基金管理人根据旗下产 品特性从中选择使用。该基准将成为评价基金经理是否跑赢同业、创造超额收益的核心标准。 而在此 基础上,基金经理的后续薪酬以及行业重要奖项的评选,也将均与其所实现的超额收益紧密挂钩。同 时,业绩比较基准一经选定即具备约束力,不得随意变更。(21世纪经济报道) 基金销售掀起新一轮费率战 有代销机构称申购费率低至0折 中小代销机构正在主动掀起新一轮"费率战"。众惠基金销售称,在与基金公司协商后,决定将旗下绝大 多数代销公募基金申购费最低降至0折,该举措已于10月20日起实施。有基金公司表示,众惠基金是一 家小型代销机构,"0元购"并不像此前招商银行买基金全面"一折 ...
小作文突袭 寒武纪直线拉升!A股收跌 深地经济概念股持续活跃
Zhong Guo Ji Jin Bao· 2025-10-22 08:45
Market Overview - A-shares experienced slight fluctuations, with the Shanghai Composite Index down 0.07%, the Shenzhen Component Index down 0.62%, and the ChiNext Index down 0.79% [2] - A total of 2,280 stocks rose, 72 stocks hit the daily limit up, while 2,965 stocks declined [3] Sector Performance - The deep earth economy concept stocks remained active, with ShenKai Co. and CITIC Heavy Industries achieving three consecutive limit ups. The Hubei state-owned assets concept stocks continued to show strength, with Wuhan Holdings hitting the daily limit up [4] - Real estate stocks continued to rebound, with Tianbao Infrastructure and Jingtou Development hitting the limit up [5] - Agricultural Bank of China saw a 14-day consecutive rise, with its stock price surpassing 8 yuan, closing at 8.09 yuan per share, marking a year-to-date increase of over 58% [6] Technology Sector - Computing power chip concept stocks showed strong fluctuations, with Cambrian Technology rising over 7%, and its total market value returning above 60 billion yuan. This surge was driven by a viral article regarding Cambrian's orders [7] Commodity Market - Gold concept stocks declined, with Hunan Silver dropping over 7%. This was influenced by a significant drop in spot gold prices, which fell 6.3%, marking the largest single-day decline since April 2013. Spot silver also saw a drop of 8.7%, the largest since 2021 [8] Investment Outlook - Goldman Sachs predicts a 30% upside for the Chinese stock market by the end of 2027, driven by favorable policies, profit growth, and strong capital inflows. The report suggests that the Chinese stock market is entering a more sustained upward trend with lower volatility [9] - The firm also notes that further demand-side stimulus, profit growth driven by AI, and steady capital inflows from both domestic and foreign investors will support the market. Corporate earnings are expected to grow by 12% over the next three years, with valuation multiples potentially increasing by 5% to 10% [10]
沪指震荡整理,创业板指跌近1%,成交额不足1.7万亿
Guo Ji Jin Rong Bao· 2025-10-22 07:54
今日市场全天弱势震荡,三大指数盘中翻红后均出现回落。 行业板块涨少跌多,采掘行业、风电设备、房地产服务、工程机械、房地产开发板块涨幅居前,贵金 属、珠宝首饰、船舶制造、煤炭行业、燃气板块跌幅居前。 截至收盘,沪指跌0.07%,收报3913.76点;深证成指跌0.62%,收报12996.61点;创业板指跌0.79%,收 报3059.32点。沪深两市成交额1.67万亿,量能进一步萎缩,较上一个交易日缩量2060亿,自8月5日以来 首次跌破1.7万亿。 盘面上,市场热点集中在深地经济、湖北国资等方向。其中深地经济概念股全天走强,神开股份、石化 机械、中信重工三连板。湖北国资概念延续强势,武汉控股等多股晋级两连板。油气股午后爆发,贝肯 能源涨停。银行板块逆势走强,农业银行续创历史新高。 ...
收评:沪指跌0.07%创业板指跌0.79% 两市成交缩量至1.7万亿元以下
Xin Hua Cai Jing· 2025-10-22 07:53
Market Overview - The Shanghai Composite Index closed at 3913.76 points, down 0.07%, with a trading volume of 741.5 billion yuan. The Shenzhen Component Index fell 0.62% to 12996.612 points, with a trading volume of 926.3 billion yuan. The ChiNext Index decreased by 0.79% to 3059.32 points, with a trading volume of 416.5 billion yuan. The total trading volume for both markets was 1.67 trillion yuan, a decrease of 206 billion yuan from the previous trading day [1]. Sector Performance - The mining industry, wind power equipment, real estate services, engineering machinery, and real estate development sectors saw the largest gains, while precious metals, jewelry, shipbuilding, coal, and gas sectors experienced the most significant declines [1]. Stock Highlights - The deep earth economy concept stocks performed strongly, with Shenke Co., Shihua Machinery, and CITIC Heavy Industries achieving three consecutive trading limit increases. Hubei state-owned assets continued to show strength, with Wuhan Holdings and others reaching two consecutive trading limit increases. Oil and gas stocks surged in the afternoon, with Beiken Energy hitting the trading limit. The banking sector also performed well, with Agricultural Bank of China reaching a historical high. Conversely, battery stocks collectively weakened, with Tianji Co. and Tianci Materials experiencing significant declines [2]. Institutional Insights - Goldman Sachs predicts that the Chinese stock market will enter a more sustained upward phase, expecting key indices to rise by approximately 30% by the end of 2027, driven by a 12% growth in earnings and a 5%-10% potential for further revaluation. The report highlights that a combination of demand-side stimulus and the new five-year plan will aid in growth rebalancing and risk mitigation. Additionally, AI is reshaping profit patterns, and the relative undervaluation of Chinese stocks presents a significant opportunity for asset reallocation [3]. - Jin Xin Fund notes that the market is showing resilience amid fluctuations, with a short-term outlook of "short-term fluctuations, a bottom in decline, and technology remaining the main line." The strong performance of technology stocks indicates limited downside potential in the current market [3]. - Huahui Chuangfu Investment suggests that favorable factors slightly outweigh the suppressive factors, indicating that the market is likely to maintain a sideways and slow upward trend. Key positive factors include a loose funding environment, foreign capital inflows, and signs of economic stabilization in China [4]. Economic Indicators - The World Gold Council reported that global physical gold ETFs recorded the largest monthly inflow in history in September 2025, contributing to a record total inflow of 26 billion dollars in the third quarter. As of the end of the third quarter, the total assets under management for global gold ETFs reached a new high of 472 billion dollars, with total holdings increasing by 6% to 3838 tons [5]. - In Shanghai, the output value of the three leading industries in manufacturing increased by 8.5% year-on-year in the first three quarters, with the AI manufacturing sector growing by 12.8%. The overall industrial output value in Shanghai rose by 5.2% year-on-year [6]. Financing Trends - The financing balance in the two markets increased by 13.907 billion yuan, with the Shanghai Stock Exchange reporting a balance of 1.228525 trillion yuan and the Shenzhen Stock Exchange reporting 1.191148 trillion yuan [7][8].
寒武纪市值重回6000亿,房地产多股涨停,高盛点赞中国股市
10月22日,A股市场全天弱势震荡,三大指数盘中翻红后均出现回落。截至收盘,沪指跌0.07%,深成指跌0.62%,创业板指跌0.79%。沪深两市成交额 1.69万亿,量能进一步萎缩,较上一个交易日缩量2024亿。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3913.76 | 12996.61 | 1471.07 | | -2.57 -0.07% -80.71 -0.62% +12.65 +0.87% | | | | 科创50 | 创业板指 | 万得全A | | 1405.41 | 3059.32 | 6232.55 | | -0.91 -0.06% -24.40 -0.79% -23.68 -0.38% | | | | 沪深300 | 中证500 | 中证A500 | | 4592.57 | 7128.48 | 5494.74 | | -15.30 -0.33% -57.15 -0.80% -21.74 -0.39% | | | | 中证1000 | 深证100 | 中证红利 | | 7312.21 | 5753.30 | 5645.90 | | -31.84 ...
寒武纪市值重回6000亿,房地产多股涨停,高盛称A股慢牛正在形成
记者丨黎雨桐 编辑丨江佩霞 视频丨陈泽锴 10月22日,A股市场全天弱势震荡,三大指数盘中翻红后均出现回落。截至收盘,沪指跌0.07%,深成 指跌0.62%,创业板指跌0.79%。沪深两市成交额1.69万亿,量能进一步萎缩,较上一个交易日缩量2024 亿。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3913.76 -2.57 -0.07% -80.71 -0.62% +12.65 +0.87% | 12996.61 | 1471.07 | | 科创50 | 创业板指 | 万得全A | | 1405.41 -0.91 -0.06% -24.40 -0.79% -23.68 -0.38% | 3059.32 | 6232.55 | | 沪深300 | 中证500 | 中证A500 | | 4592.57 | 7128.48 | 5494.74 | | -15.30 -0.33% -57.15 -0.80% -21.74 -0.39% | | | | 中证1000 | 深证100 | 中证红利 | | 7312.21 | 5753.30 | 5645.90 | | - ...
寒武纪市值重回6000亿,房地产多股涨停,高盛称A股慢牛正在形成
21世纪经济报道· 2025-10-22 07:28
记者丨黎雨桐 编辑丨江佩霞 视频丨 陈泽锴 寒武纪市值重回6 0 0 0亿 22日午后,算力芯片概念震荡走强,寒武纪-U(688256)盘中涨超7%,截至收盘涨超4%,市值重回6000亿元上方。 在寒武纪的带动之下, 涉及人工智能算力板块集体爆发。并带动市场人气复苏,科创50显著反弹。 10月22日,A股市场全天弱势震荡,三大指数盘中翻红后均出现回落。截至收盘,沪指跌0.07%,深成指跌0.62%,创业板指跌0.79%。沪深两 市成交额1.69万亿,量能进一步萎缩,较上一个交易日缩量2024亿。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3913.76 | 12996.61 | 1471.07 | | -2.57 -0.07% -80.71 -0.62% +12.65 +0.87% | | | | 科创50 | 创业板指 | 万得全A | | 1405.41 | 3059.32 | 6232.55 | | -0.91 -0.06% -24.40 -0.79% -23.68 -0.38% | | | | 沪深300 | 中证500 | 中证A500 | | 459 ...
深地经济概念股全天走强
财联社· 2025-10-22 07:19
下载财联社APP获取更多资讯 准确 快速 权威 专业 创业板指 上证指数 深证成指 -3913.76 ▼12996.61 -3059.32 -2.57 -0.07% -80.71 -0.62% -24.4 -0.79% 市场概况 2264 1730 539 325 194 107 110 72 81 37 34 18 8 大于 小于 涨停 -2% 跌停 +6% +4% +2% 0% -4% -6% -8% +8% +8% -8% 上涨 2280家 下跌 2965家 持平 194家 涨停 72家 停牌 10家 跌停 8家 | 市场热度:38 0 | | 两市成交额:1.67万亿 较上一日:-2060亿 | | --- | --- | --- | | HOUSE COLOR COLLECTION COLLEGION | | | | 0 50 | 100 | 今日预测量能: | | | | 1.67万亿 -2060亿 | 今日A股市场全天弱势震荡,三大指数盘中翻红后均出现回落。 沪深两市成交额1.67万亿,量能进一步萎缩 ,较上一个交易日缩量2060亿,自8月5 日以来首次跌破1.7万亿。 盘面上, 市场热点集中在 ...