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不用猜!向上突破了!周五,A股大盘走势分析
Sou Hu Cai Jing· 2025-10-09 12:12
盘后,大家开始亢奋了,节前的3900点很快就突破了,上证指数上涨1.3%。不过,小凡今日没有利润还略有亏损,热闹是别人的狂欢。 这个位置,不用猜是不是牛市了,本轮行情突破4000点的概率很大,明日可能继续中阳线拉升,下周继续上涨…… 不要说,科技股涨那么多没有人接盘怎么办?不可能!几百万元的房子都有人接盘,何况股票?只怕不涨,不怕多高。天量的换手率,天量的卖单也有天量 的买单,谁对谁错只有时间验证了。 不建议大家低吸潜伏,除非你的性格合适,同时本金也足够多。大多数人还是追涨比较好,只是同样难带走利润。股市就没有轻松的利润,大家都挣利润 了,只是却没有人目前选择带走。 个人觉得,10月份的行情就是转折点,双创加速冲顶,主板加速建仓,肯定会高低切换,本轮牛市的时间没有多少了。 A股大盘走势分析 向上突破了! 不出意外,上证指数已经向上突破了,证券没有继续拉升,白酒、保险、银行比较克制,这些都是为了4000点。3900点不是压力位,关键是上证指数站上 4200点。 还有300点的空间,是不是继续由科技拉升是未知数,不过主板的权重股已经是压不住了,随时可能加速上涨。 双创指数冲高回落,主板继续往上,今日的节奏也许预示 ...
节后开门红!沪指突破3900点,刷新十年新高!
Sou Hu Cai Jing· 2025-10-09 08:03
截至收盘,上证指数涨1.32%报3933.97点,深证成指涨1.47%,创业板指涨0.73%。沪深两市合计成交额 超过2.6万亿,较上一交易日大幅放量近5000亿。盘面上,行业板块涨多跌少,贵金属、能源金属、小 金属、有色金属、风电设备、钢铁行业、煤炭行业涨幅居前,旅游酒店、房地产服务板块跌幅居前。 黄金股表现抢眼 杭州股民日内追高被套 国庆长假期间,国际金价大幅度上涨。伦敦金现货盘中突破4000美元/盎司,再创历史新高,最高价报 4049.64美元/盎司,假期期间累计上涨4.72%,COMEX黄金最高价报4072美元/盎司,累计上涨4.74%, 这使得节后首个交易日黄金概念股大涨变得没有悬念。 "十一"长假后的首个交易日,A股并没有受到港股最近两个交易日的扰动,三大指数高开高走迎来"开 门红"行情。其中,沪指盘中突破3900点整数大关,刷新2015年8月以来新高。 "10月市场将会延续9月的趋势,保持震荡上行且低斜率的走势。目前市场处在牛市第二阶段的判断没有 发生变化,增量资金持续流入的态势也没有发生变化,指数上行速度放缓后,增量资金更加平稳,是驱 动市场稳健上行的关键力量。"招商证券分析指出。 驱动A股市 ...
林园最新发声:A股仍处牛市前夜,风险水平并不高
凤凰网财经· 2025-09-26 07:06
Core Viewpoint - The company is optimistic about the Chinese stock market, indicating that while it is uncertain if the A-share market has officially entered a bull market, it is in the process of evolving towards one. The overall market risk is considered manageable and not high [1][3]. Summary by Relevant Sections - The company presents two main reasons to support its viewpoint: - Despite some indices reaching new highs recently, the majority of companies representing the A-share market are still at historically low price and valuation levels compared to the past twenty years. It is noted that most retail investors are still losing money, which suggests that the market is not high [3]. - The current sentiment in the A-share market is rational, with a calm trading atmosphere and no signs of overheating or bubble formation. The company argues that bubbles are a natural product of economic development and that a moderate bubble can be beneficial for societal progress [3]. - The company emphasizes that the wealth effect generated by rising stock prices can significantly enhance consumer willingness to spend, thereby invigorating the overall economy. It highlights that human behavior tends to adjust consumption levels based on asset conditions, and rising asset prices can directly boost consumer confidence and spending behavior [3].
林园:被动配置科技股,买了以后“愁到睡不着觉”
财联社· 2025-09-26 04:46
他坦言投资科创板让他备受煎熬。 "搞了以后,对我来说也是很痛苦,我买了以后才后悔,把我折腾的多少个晚上都睡不着觉。因为我买了是不卖 的。" 林园:A股仍处牛市前夜,风险水平并不高 林园同时表示,坚决看好中国股票市场,尽管目前无法确定A股是否已正式进入牛市阶段,但当前市场正处于向牛市演变的过程中。从风险 维度来看,市场风险整体可控,风险水平并不高。 近期深圳市林园投资董事长林园受邀参加"凤凰湾区财经论坛2025",并发表主题演讲。在提问环节,主持人向林园提出了一个直接而尖锐的问 题:"您此前多次称自己'坚决不碰科技股',为何现在还是买入了科技股?" 林园在回应中首先明确, 科技股虽被视为未来发展方向,但他此次在科技股上的投入 "可以忽略不计"。谈及买入科创板股票的缘由,他表示其近期 持有科创板股票实为被动操作。 林园称旗下基金近12个月内买入一批科创板股票,核心原因是上交所科创板新股申购存在市值要求,旗下一个基金为满足该申购条件,被动完成了 相关配置,并非主动布局科技股领域。这一被动配置行为也给林园带来了不小的困扰。 ...
林园最新发声:A股仍处牛市前夜,风险水平并不高
Core Viewpoint - The A-share market is currently in a phase leading towards a bull market, with overall risk levels being manageable and not high [2]. Summary by Relevant Sections Market Outlook - The chairman of Shenzhen Linyuan Investment, Lin Yuan, expressed strong optimism regarding the Chinese stock market, indicating that while it is uncertain if the A-share market has officially entered a bull market, it is evolving towards that direction [2]. Risk Assessment - Lin Yuan highlighted that despite some indices reaching new highs recently, the majority of companies representing the A-share market are still at historically low price and valuation levels compared to the past two decades. He noted that most retail investors are still experiencing losses, suggesting that the market is not overvalued [2]. - He also pointed out that the current market sentiment is rational, with a calm trading atmosphere and no signs of overheating or bubble formation [2]. Economic Implications - Lin Yuan emphasized that the wealth effect generated by rising stock prices can significantly enhance consumer willingness to spend, thereby invigorating the overall economy. He mentioned that human behavior tends to adjust consumption levels based on asset conditions, and rising asset prices can directly boost consumer confidence and spending [2].
真牛市来了?“夜盘”交易?刘纪鹏×吴晓求最新炸场发言
凤凰网财经· 2025-09-25 12:46
9月23-24日,由凤凰卫视、凤凰网主办的"凤凰湾区财经论坛2025"在广州举行,本届论坛以"新格局 ·新路径"为主题,汇聚全球政商学界精英,共同洞察变局脉络、探寻发展新机。 近期A股市场犹如春潮涌动,指数节节攀升逼近3900点关口,点燃了投资者的热情。在本次论坛的 闭幕对话环节,中国人民大学国家金融研究院院长、国家一级教授吴晓求,中国政法大学商学院原 院长刘纪鹏通过精彩纷呈的思想碰撞,透过市场表象洞察深层逻辑,为论坛画上了圆满的句号。 牛市是否真的来了?是哪些因素推动了股市上涨?两位专家观点鲜明,论坛现场既有生动的比喻、 扎实的数据,又有妙趣横生的激辩,为投资者勾勒出一幅兼具理性与信心的市场发展图景。 "A股牛市不是真的要来了,是已经来了,实际上早在两三个月前便已开启。"论坛上,吴晓求的话 掷地有声。他坚定地表示,"未来市场站上4000点不存在悬念,尽管近期出现短期波动,但长期向好 的大趋势不会改变"。 但也有部分市场参与者担忧本轮牛市可能"昙花一现",对此,吴晓求强调,行情的延续性具备坚实 的内在逻辑支撑。 回顾A股历史,牛短熊长和暴涨暴跌曾是显著特征,吴晓求分析,这一现象根源在于过去市场结构 失衡、缺乏 ...
吴晓求:A股牛市真的已经来了,不用担忧昙花一现
凤凰网财经讯9月23-24日,由凤凰卫视、凤凰网主办的"凤凰湾区财经论坛2025"在广州举行,本届论坛以"新格局·新路径"为主题,汇聚全球政商学界精英, 共同洞察变局脉络、探寻发展新机。 中国人民大学国家金融研究院院长、国家一级教授吴晓求在论坛上表示:"A股牛市不是真的要来了,是已经来了,实际上早在两三个月前便已开启。未来 市场站上4000点不存在悬念,尽管近期出现短期波动,但长期向好的大趋势不会改变"。 吴晓求指出,本轮市场行情能够形成持续成长态势,有着深刻的内在动因,核心在于多维度改革,包括资产端改革、需求端改革及制度层面改革,这些均构 成了市场成长的核心内在动力。对于部分市场参与者担忧本轮牛市可能"昙花一现"的观点,他强调,行情的延续性具备坚实的内在逻辑支撑。 回顾A股历史,牛短熊长和暴涨暴跌曾是显著特征,吴晓求分析,这一现象根源在于过去市场结构失衡、缺乏持续增长动能,且投机属性较为突出。而如 今,这一局面已发生根本性转变。 首先是资产端的改革。资产端的改革与上市公司结构的调整,为市场注入了长期成长活力。正如证监会主席吴清在新闻发布会上披露的数据,A股前50家上 市公司中,科技性企业数量已从"十三五"末 ...
不要怕!A股要创新高了?周三,大盘走势分析
Sou Hu Cai Jing· 2025-09-24 09:16
今日,三大指数又大涨了,双创继续高歌猛进。大盘指数没有问题,随时创新高,双创又创新高了。 接下来,上证指数也要补涨,牛市多急跌,但是每一次急跌都会快速修复,不给人进场的机会,躲过大跌的人,面对一根中阳线又不敢进场了。 本篇文章是订阅圈子专属,一周2篇,一年100篇,大家三思而后行,没有特别的内容,就是收评总结…… A股要创新高了? 科技依旧是主线,本来就是泡沫区博弈了,想留着仓位冲顶的就拿着,不想凑热闹的落袋,落子无悔,不要卖了看到它涨了又追进去了。 大家记得纳斯达克指数在2023年上半年就16000点了,目前2年多了才涨40%。科技指数就是初期涨得很猛,中期乏力,后期加速…… 个人觉得,恒生科技指数,双创指数最少还有40%的空间,只是这个利润不好拿,长期坐电梯。不如持有低位的指数,没有压力的上涨40%,小凡从6000点 恒科换出来的证券、地产、白酒都整体涨幅30%以上了。 不要说港股的证券、地产涨幅多,就是A股的地产指数也明显上涨了,今年创年内新高。 大盘走势分析 大概率会继续拉升,本周有希望创新高,大家都离场了,缩量拉升就行。指数上涨,不需要散户看好。大资金随意拉升,大家觉得今日的拉升有道理吗? 情绪会裹 ...
“924”行情一周年,市场有什么变化
Core Points - A new round of financial policies has been introduced, initiating a new market trend in A-shares, with major indices experiencing significant growth and over 1,400 stocks doubling in value [1][3]. Market Overview - The total market capitalization of A-shares has increased from 70.79 trillion yuan to 103.92 trillion yuan, adding 33.13 trillion yuan [4]. - Major indices have shown remarkable growth, with the North China 50 Index leading at a 158.01% increase, followed by the Sci-Tech 50 Index at 118.85% and the ChiNext Index at 103.50% [3][4]. Industry Performance - All 31 first-level industries in the Shenwan classification have recorded gains, with the electronics, media, and comprehensive sectors leading with increases of 203.35%, 177.08%, and 129.05% respectively [6][7]. - Traditional cyclical sectors such as oil and petrochemicals have lagged, with increases of less than 10% [6]. Individual Stock Performance - A total of 5,137 stocks have risen, with 1,431 stocks doubling in value, and 38 stocks increasing by over 500% [9]. - Notable stocks with over 500% gains include Shangwei New Materials (1720.5%), *ST Yushun (1133.01%), and Shenghong Technology (1061.66%) [10]. Small-cap Stocks - The Wind Micro-cap Index has surged by 118.15%, with over 70% of the doubling stocks having a market capitalization of less than 5 billion yuan [12]. Declining Stocks - Despite the overall positive trend, 187 stocks have declined, with the worst performer, Zitian Tui, dropping by 96.2% due to severe financial fraud [12][13]. Future Outlook - Analysts suggest that while the current bull market is not over, a pause is expected in the short term, with market dynamics likely to shift based on policy developments in the fourth quarter [19].
“924”行情一周年,市场有什么变化
21世纪经济报道· 2025-09-24 00:28
见习记者丨 李益文 编辑丨叶映橙 2024年9月24日,一揽子金融政策出台,开启A股新一轮行情。 一年来,A股市场交出亮眼答卷:主要指数全线飙升,总市值突破百万亿元大关,超1400只个 股实现翻倍,微观活力与结构性牛市特征显著。 A股总市值突破百万亿元 北证5 0指数涨幅超1 5 0% 各项利好政策催化下,A股主要指数均实现跨越式涨幅。上证指数累计上涨39.03%,深证成指 涨62.31%,北证50指数、科创50指数、创业板指涨幅均超100%,其中北证50指数以158.01% 的涨幅领跑各主要指数,市场整体呈现"成长强于价值"的特征。 | | | "924行情"以来各主要指数涨跌幅 | | | --- | --- | --- | --- | | 证券代码 | 证券简称 | 收盘价(点) | 涨跌幅% | | 899050.BJ | 北证50 | 1547.45 | 158.01 | | 000688.SH | 科创50 | 1407.30 | 118.85 | | 000680.SH | 科创综指 | 1645.56 | 116.14 | | 399006.SZ | 创业板指 | 3114.55 | 103. ...