最近美联储正式启动降息，不仅直接拉低了全球资金的使用成本，更释放出一个明确信号：未来还可能有一到两次甚至更多次降息。 这波操作瞬间点燃了全球资本市场的热情，尤其是咱们中国投资者，都在盯着一个问题：这些便宜钱，会流到咱们这儿来吗？ 答案可能比你想的更乐观，外资正悄悄瞄准深圳，A股或许要迎来真金白银的"活水"。 先得搞明白，美联储为啥急着降息？核心还是为了自己的"钱袋子"。美国欠下的巨额国债可不是闹着玩的，光是每年要还的利息就成了压在政府头上的大 山。 所以降息就成了最直接的办法，能立马减轻政府的利息负担，这是美国的如意算盘。 虽然之前通过《GENIUS法案》绑住了稳定币。规定合规稳定币必须用美元现金或短期美债做储备，给美债创造了大量需求，像USDT、USDC这些稳定币 发行商已经持有上千亿美元美债，每年能帮美国省百亿美元利息支出，但庞大的债务基数摆在那，利息压力还是没彻底缓解。 比资金流入更重要的是，这波钱的走向藏着未来的"财富密码"。资金从来不是盲目流动的，它会精准流向有潜力、有前景的领域。美联储降息开启后，全 球资金更倾向于布局成长空间大、创新能力强的赛道。 从深圳市场的特点和近期资金动向来看，科技科创、高 ...

Market Overview - The market experienced significant volatility with mixed index performances. The STAR 50 and ChiNext 50 indices rose by 6.47% and 2.50% respectively, while the Northbound 50 index fell by 3.11% [4][8] - In the H-share market, the Hang Seng Index and Hang Seng Tech Index decreased by 1.57% and 1.58% respectively. In overseas equity markets, the S&P 500 and Nasdaq 100 indices declined by 0.31% and 0.50% respectively, while the DAX, CAC 40, and Nikkei 225 indices saw increases of 0.42%, 0.22%, and 0.69% respectively [4][8] Bond Market - The long-term rates in the domestic bond market increased, while the short- to medium-term rates decreased. The yields for the 30-year, 10-year, and 1-year government bonds were reported at 2.2170%, 1.8768%, and 1.3825% respectively, with the 30-year yield rising by 1.74 basis points [5][9] Commodity Prices - COMEX gold futures closed at $3,779.5 per ounce, up 2.54% for the week. The Shanghai Gold Exchange's spot price was reported at ¥852.9 per gram, increasing by 3.26% [6][10] - LME copper prices also saw an increase, with the spot price at $10,125.5 per ton, up 2.24%, and the 3-month copper futures at $10,193.0 per ton, up 2.10% [12] Fund Market Activity - The trading activity in the market was high, with an average daily trading volume of approximately ¥476.15 billion for ETFs. Notably, the A500 index saw significant net inflows, while the STAR 50 and CSI 300 indices also experienced net inflows [6][12] - As of September 28, there were 13,295 public funds in the market with a total net asset value of approximately ¥35.06 trillion. In the upcoming week, 10 new funds are set to be launched, including 1 enhanced index fund and 5 passive index funds [7][13]

002192 融捷股份 6.10 8.43 3467.18 沪指9月30日上涨0.52%，申万所属行业中，今日上涨的有19个，涨幅居前的行业为有色金属、国防军 工，涨幅分别为3.22%、2.59%。有色金属行业位居今日涨幅榜首位。跌幅居前的行业为通信、非银金 融，跌幅分别为1.83%、1.14%。 资金面上看，两市主力资金全天净流出323.03亿元，今日有4个行业主力资金净流入，国防军工行业主 力资金净流入规模居首，该行业今日上涨2.59%，全天净流入资金20.78亿元，其次是有色金属行业，日 涨幅为3.22%，净流入资金为19.84亿元。 主力资金净流出的行业有27个，非银金融行业主力资金净流出规模居首，全天净流出资金114.05亿元， 其次是通信行业，净流出资金为59.36亿元，净流出资金较多的还有机械设备、银行、电力设备等行 业。 有色金属行业今日上涨3.22%，全天主力资金净流入19.84亿元，该行业所属的个股共137只，今日上涨 的有113只，涨停的有5只；下跌的有22只。以资金流向数据进行统计，该行业资金净流入的个股有59 只，其中，净流入资金超亿元的有12只，净流入资金居首的是华友钴业，今日净流 ...

9月30日的资金流向数据方面，主力资金净流入413.07万元，占总成交额2.3%，游资资金净流出321.01 万元，占总成交额1.79%，散户资金净流出92.06万元，占总成交额0.51%。 证券之星消息，截至2025年9月30日收盘，长江投资(600119)报收于8.75元，上涨4.92%，换手率 5.59%，成交量20.43万手，成交额1.8亿元。 近5日资金流向一览见下表： | | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净点比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-30 | 8.75 | 4.92% | 413.07万 | 2.30% | -321.01万 | -1.79% | -92.06万 | -0.51% | | 2025-09-29 | | 8.34 3.60% | 652.15万 | 7.42% | -310.68万 | -3.54% | -341.47万 | -3.89% | | 2025-09-26 | 8.05 | 1.26% ...

国庆长假前就剩最后两个交易日了，手里的票该留还是该卖？资金该躺平还是找点机会？做了20年财经记者，又专做中长线投资，咱今天就把消息、政策、 资金这些事儿捋明白，给大伙说说实在的判断和策略。 技术面和资金流向这会儿特别典型。上证指数最近就在3800点的60日线和3900点的缺口之间晃悠，成交量从之前的万亿出头降到了九千多亿，这就是节前资 金"歇脚"的样子。资金动向也很清楚，之前涨得猛的科技股有资金兑现离场，银行、电力这些低估值高股息的防御板块反而被资金盯上了，还有人把闲钱拿 去买国债逆回购，毕竟年化能到3%以上，躺着赚点利息也香。 市场情绪这会儿就是"谨慎里带点期待"。期权的多空分歧已经到了年内高位，投资者情绪指数也在回落，大家都怕节前出意外，所以不敢轻易下手；但另一 方面，没人觉得会有系统性风险，不少人都在等节后的机会，这从历史数据也能看出来，国庆前最后两天沪指平均涨跌幅也就0.1%，基本是窄幅震荡的格 局。 结合这些情况，操作策略其实很简单，咱分三种情况说。要是你手里仓位很重，尤其是之前追了高位科技股的，不如顺势减到半仓以下，毕竟长假有太多不 确定性，先把部分利润落袋为安，中长线投资不怕少赚这两天的钱。要是 ...

Investment Rating - The report maintains a "Weaker than the market" rating for the U.S. stock market [1] Core Insights - The U.S. stock market has shown signs of slowing capital inflow, with significant industry differentiation observed [1][4] - The S&P 500 index has experienced a slight decline of 0.3% this week, while the Nasdaq fell by 0.7% [3] - Energy, automotive, utilities, and technology hardware sectors have shown positive performance, while retail, media, and materials sectors have faced declines [3][4] Summary by Sections Price Trends - The S&P 500 index decreased by 0.3%, and the Nasdaq dropped by 0.7% this week - The performance ranking of styles is as follows: Large-cap value (+0.1%) > Small-cap value (-0.1%) > Large-cap growth (-0.8%) > Small-cap growth (-1.0%) [3] Capital Flows - Estimated capital flow for S&P 500 components was +$12.5 billion this week, down from +$134.6 billion last week - 10 sectors saw capital inflows, while 14 experienced outflows - Notable inflows were seen in semiconductors (+$23.6 million), automotive (+$15.9 million), and technology hardware (+$9.5 million) [4] Earnings Forecast - The earnings per share (EPS) forecast for S&P 500 components was adjusted upward by 0.3% this week - 21 sectors saw an increase in earnings expectations, while materials and retail sectors experienced declines [5]

Group 1 - The stock of Shenma Co., Ltd. (600810) reached the daily limit, with a turnover rate of 2.69% and a transaction amount of 296 million yuan, showing a fluctuation of 3.36% [2] - The stock was listed on the Shanghai Stock Exchange due to a daily price deviation of 10.70%, with a net purchase of 19.69 million yuan from the Shanghai-Hong Kong Stock Connect [2] - The top five trading departments contributed a total transaction amount of 96.99 million yuan, with a net purchase of 54.78 million yuan [2] Group 2 - The latest margin trading data as of September 25 shows a total margin balance of 235 million yuan, with a financing balance of 234 million yuan and a securities lending balance of 514,600 yuan [2] - Over the past five days, the financing balance increased by 13.96 million yuan, representing a growth of 6.34%, while the securities lending balance decreased by 69,000 yuan, a decline of 11.82% [2] - The company's semi-annual report released on August 29 indicated a total revenue of 6.607 billion yuan, a year-on-year decrease of 6.92%, and a net loss of 37.57 million yuan [3]

Market Overview - The Shanghai Composite Index fell by 0.65% on September 26, with 10 industries experiencing gains, led by the oil and petrochemical sector with a rise of 1.17% and the environmental sector up by 0.38% [1] - The utilities sector ranked third in terms of daily gains, while the computer and electronics sectors faced the largest declines, down 3.26% and 2.75% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 83.579 billion yuan, with five industries seeing net inflows. The automotive sector led with a net inflow of 0.882 billion yuan despite a decline of 0.56% [1] - The banking sector also saw a slight increase of 0.08% with a net inflow of 0.0566 billion yuan [1] - A total of 26 industries experienced net capital outflows, with the electronics sector leading at a net outflow of 29.836 billion yuan, followed by the computer sector with a net outflow of 13.807 billion yuan [1] Utilities Sector Performance - The utilities sector rose by 0.35% with a net capital outflow of 0.317 billion yuan. Out of 131 stocks in this sector, 80 saw gains, including 2 hitting the daily limit, while 45 declined, with 2 hitting the lower limit [2] - Among the stocks with net capital inflows, Shanghai Electric led with a net inflow of 0.270 billion yuan, followed by Changjiang Electric and Shimao Energy with inflows of 84.043 million yuan and 38.960 million yuan respectively [2] - The stocks with the largest capital outflows included Dazhong Public Utilities with a decline of 9.97% and a net outflow of 173.835 million yuan, followed by Luxin Technology and Tianfu Energy with outflows of 98.760 million yuan and 65.848 million yuan respectively [3]

沪指9月26日下跌0.65%，申万所属行业中，今日上涨的有10个，涨幅居前的行业为石油石化、环保， 涨幅分别为1.17%、0.38%。跌幅居前的行业为计算机、电子，跌幅分别为3.26%、2.75%。机械设备行 业今日下跌2.31%。 机械设备行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000988 | 华工科技 | -5.61 | 11.25 | -117554.86 | | 300124 | 汇川技术 | -5.09 | 2.65 | -68631.75 | | 002131 | 利欧股份 | -8.16 | 13.84 | -68334.68 | | 300757 | 罗博特科 | -7.87 | 6.45 | -44171.64 | | 002046 | 国机精工 | -10.00 | 9.42 | -37705.39 | | 603011 | 合锻智能 | -9.03 | 24.98 | -35667.80 | | 002837 | 英维克 | -6.43 | 9.22 ...

省广集团今日上涨5.33%，全天换手率23.03%，成交额35.46亿元，振幅9.28%。龙虎榜数据显示，深股 通净卖出3076.87万元，营业部席位合计净买入1.70亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交5.63亿元，其中，买入成交额为3.51亿 元，卖出成交额为2.12亿元，合计净买入1.39亿元。 深交所公开信息显示，当日该股因日换手率达23.03%上榜，深股通净卖出3076.87万元。 具体来看，今日上榜的营业部中，深股通为第一大买入营业部及第一大卖出营业部，买入金额为 6736.86万元，卖出金额为9813.73万元，合计净卖出3076.87万元。 资金流向方面，今日该股主力资金净流入3.88亿元，其中，特大单净流入3.78亿元，大单资金净流入 940.61万元。近5日主力资金净流入1.94亿元。 融资融券数据显示，该股最新（9月25日）两融余额为10.69亿元，其中，融资余额为10.64亿元，融券余 额为460.53万元。近5日融资余额合计减少3923.18万元，降幅为3.56%，融券余额合计增加148.55万元， 增幅47.61%。（数据宝） 省广集团9月26日交易公开 ...