水皮杂谈 一家之言 兼听则明 偏听则暗 不屈不挠 盘面消息 A股主要指数今日集体走强，沪指收复4000点大关。截止收盘，沪指涨0.97%，收报 4007.76点；深证成指涨1.73%，收报13452.42点；创业板指涨1.84%，收报3224.62 点；科创50指数涨3.34%，收报1436.86点。 沪深两市成交额达到20552亿，较昨日放量 1829亿。 老水看盘 上证指数再度站上 4000 点，收盘报 4007.76 点，上涨 0.97% ；深成指上涨 1.73% ， 创业板指上涨 1.84% ，科创 50 指数涨幅最大，达 3.34% 。从指数表现可明确判断，今 天 是科技股反弹的行情。 上海市场方面，领涨个股 " 纪 联 海 中 "。 寒武纪，收盘涨幅均在 9% 左右；海光午后曾 冲击涨停位置。工业 富联 与中芯国际涨幅相对较小。 深圳市场中， CPO 相关个股上涨表现突出， "易 中天 胜 " 平均涨幅约 4% ，叠加宁德时 代今 天 表现强势，共同支撑深成指持续走强。 前期热门的区域性板块今 天 调整幅度较为明显，海南板块下跌 3.46% ，福建板块下跌 0.76% ；此外，生肖概念中的 "马 ...

金 融 期 货 研 究 2025 年 11 月 6 日 | | | | | 期指：或仍偏震荡 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 毛磊 | | | 投资咨询从业资格号：Z0011222 | | maolei@gtht.com | | | | 【期指期现数据跟踪】 | | | | | | | | | 期指数据 | | | | | | | | | | | 收盘价 | 涨跌幅% | 基 差 | 成交额-亿 | 成交量 | 变 动 | 持仓量 | 变 动 | | 沪深300 | 4627.26 | ↑0.19 | | 4683.6 | | | | | | IF2511 | 4610.8 | ↑0.35 | -16.46 | 382.6 | 27765 | ↑517 | 43841 | ↑378 | | IF2512 | 4596.6 | ↑0.41 | -30.66 | 1006 | 73216 | ↓1161 | 156249 | ↑262 | | IF2603 | 4568.6 | ↑0.36 | -58. ...

Group 1 - The overall sentiment in the A-share market is pessimistic, with the ChiNext index falling below yesterday's low, despite support from sectors like banking, liquor, insurance, and coal [1] - There is an expectation for a rebound in the technology index, with large funds still holding positions and potential bottom-fishing opportunities emerging [1][3] - The current market situation is seen as a healthy adjustment, with a likelihood of a broad market rally in the coming days [5] Group 2 - Concerns about the technology sector's performance are noted, with a belief that it will not experience a one-sided decline and will eventually build a top [3] - The securities sector is viewed as volatile, with large funds likely entering the market without a clear exit strategy, indicating a lack of profit for retail investors [5] - The market is characterized by emotional volatility, with large funds using negative sentiment to create price fluctuations for their own benefit [7]

当地时间9月19日，美股三大指数全线上扬，科技股强势反弹推动纳斯达克指数领涨。 美股科技七巨头表现抢眼。苹果涨逾3%，创今年2月末以来新高，iPhone 17系列全球发售及摩根大通上 调苹果目标价提振市场信心；特斯拉、微软等大型科技股普遍上涨。 贵金属市场表现强势，黄金、白银期货价格均大幅上涨，而原油期货则出现回调。 在连续两日调整后，甲骨文再度上涨。截至收盘涨4.09%，报308.751美元。 中概股表现分化，纳斯达克中国金龙指数跌0.25%，万得中概科技龙头指数跌0.44%。个股方面，小马 智行大涨18.55%，亿鹏能源涨超6%，亿航智能涨超5%，大全新能源涨近5%；世纪互联跌超3%，唯品 会跌超2%。 贵金属再度走强 贵金属市场表现强劲。Wind数据显示，截至当地时间9月19日收盘，COMEX黄金期货价格涨1.12%，报 3719.4美元/盎司；伦敦金现货价格涨1.12%，报3684.65美元/盎司。COMEX白银期货价格涨2.96%，报 43.365美元/盎司；伦敦银现货价格大涨3.02%，报43.059美元/盎司。 原油方面，据新华社消息，截至当地时间9月19日收盘，纽约商品交易所10月交货的轻质原 ...

Group 1 - The Hang Seng Index has shown a positive trend, driven by the rebound of technology stocks and the cessation of price wars in the food delivery sector, supported by regulatory actions [1][2] - The Chinese economy's recovery has exceeded expectations, with a growth rate of 5.3% in the first half of the year, contributing to the overall positive performance of the Hong Kong stock market [1] - The recent discussions between China and the US have alleviated previous pessimism in the market, leading to improved investor sentiment [1] Group 2 - Regulatory measures have been implemented to ensure fair competition among major food delivery platforms, which is expected to positively impact their performance and business operations [2] - The technology sector's recovery has injected confidence into the market, with expectations that the Hang Seng Index will continue to benefit from global economic recovery and supportive domestic policies [3] - The valuation of Hong Kong stocks is considered relatively reasonable, and improvements in liquidity, along with diminishing external risks, are anticipated to support further gains in the Hang Seng Index [3]