Group 1 - The market is bullish this week, with a trading volume of 1,122.6 billion, an increase of 54.9 billion compared to the previous day [1] - The index showed a rebound despite pessimistic sentiment, aligning with expectations [1] - Key sectors such as stablecoins and solid-state batteries are performing strongly, indicating a need to identify core sectors for investment [1][3] Group 2 - External news, such as the U.S. court's reversal on Trump's tariff policy, has a short-term impact on the market [1] - Some leading stocks, like Zhongyida, are showing signs of reaching a peak, suggesting caution in high-flying stocks [1] - June is anticipated to bring a new cycle and new main themes, with a focus on local hotspots and core sectors, particularly in innovative drugs and autonomous driving [1][3]

6月24日涨停分析 今日共72股涨停，连板股总数14只，18股封板未遂，封板率为80%（不含ST股、退市股）。焦点股方面，固态电池概念股诺德股份5连板、兴业股份8天5 板、湘潭电化4连板，脑机接口概念股浙江东日6天5板，PCB板块中京电子5天4板。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 诺德股份 | 6天6板 | 10.05% | 13:38 | 固态电池 | | 600110 | | | | | | 湘潭电化 | 4天4板 | 9.99% | 09:36 | 固态电池 | | 002125 | | | | | | 英联股份 | 3天3板 | 9.99% | 11:22 | 固态电池 | | 002846 | | | | | | 泰和科技 | 2天2板 | 20.01% | 10:22 | 固态电池 | | 300801 | | | | +光刻胶 | | 金龙羽 | 2天2板 | 10.01% | 14:04 | 固态电池 | | 002882 | | | | | | 赛伍技术 | 3天2板 | 10.04% | ...

A股收评：沪指放量涨1.15%再回3400点 无人驾驶板块集体大涨 金十数据6月24日讯，A股三大股指今日集体放量大涨，沪指早间重回3400点，创业板指涨逾2%，午后 三大股指维持高位震荡，截至收盘，沪指涨1.15%，深证成指涨1.68%，创业板指涨2.3%；沪深两市全 天成交额超1.4万亿，两市超只个股飘红。盘面上，大市多数板块飘红，无人驾驶板块多股涨停掀涨停 潮，固态电池、机器人、游戏等板块涨幅居前；受中东局势缓和影响，油气开采板块、核污染防治板块 全天疲软。 ...

Market Performance - The Shanghai Composite Index rose by 1.15%, reclaiming the 3400-point level, while the Shenzhen Component Index increased by 1.68% and the ChiNext Index surged by 2.3% [1][2] - The total trading volume of the Shanghai and Shenzhen stock markets exceeded 1.41 trillion yuan, an increase of 292 billion yuan compared to the previous trading day [1] Sector Performance - Solid-state battery stocks experienced a significant surge, with over 10 stocks, including Nord Shares, hitting the daily limit [1] - Robotics stocks rebounded, with Hangzhou Gear Forward and others reaching the daily limit [1] - Autonomous driving stocks were active, with Wanma Technology and others also hitting the daily limit [1] - In contrast, oil and gas stocks collectively fell, with Zhun Oil Shares hitting the daily limit down [1] - The sectors with the highest gains included solid-state batteries, humanoid robots, gaming, and autonomous driving, while oil and gas, ports, and precious metals saw the largest declines [1]

Market Overview - The three major A-share indices collectively rose today, with the Shanghai Composite Index increasing by 1.15%, the Shenzhen Component Index by 1.68%, and the ChiNext Index by 2.3%. The North Star 50 Index saw a significant rise of 3.65%. The total market turnover reached 1,447.9 billion yuan, an increase of 301.1 billion yuan compared to the previous day. Over 4,700 stocks in the market experienced gains [1]. Sector Performance - The solid-state battery, robotics, autonomous driving, and automotive parts sectors led the gains, while the oil, natural gas, port shipping, precious metals, and nuclear pollution prevention sectors faced declines [1]. - Solid-state battery concept stocks surged in the afternoon, with companies like Liyuanheng, Huasheng Lithium Battery, and Xinde New Materials hitting the daily limit [1]. - The automotive parts sector also showed strength, with stocks such as Zhaofeng Co., Xingyuan Zhuomai, and Liancheng Precision reaching the daily limit [1]. - The gaming sector was active in the morning, with stocks like Ice Glacier Network and Electric Soul Network hitting the daily limit [1]. - Conversely, the oil and natural gas sector saw significant adjustments, with companies like Intercontinental Oil and Beiken Energy hitting the daily limit down [1]. - The port shipping sector also declined, with stocks like China Merchants Nan Oil and Xingtong Co. closing at the daily limit down [1]. Notable Stocks - Nord Shares (600110) achieved a six-day consecutive limit-up [2]. - Xiangtan Electric (002125) and Xingye Shares (603928) recorded four consecutive limit-ups [3]. - Several stocks achieved three consecutive limit-ups, including Yinglian Shares (002846) and Zhejiang Dongri (600113) [4]. Hot Sectors - The New Energy Vehicle sector topped the list, with 28 stocks hitting the daily limit and six stocks achieving six consecutive limit-ups, including Nord Shares and Xingye Shares [5]. - The BYD concept sector followed, with 21 stocks hitting the daily limit and seven stocks achieving six consecutive limit-ups [6]. - The lithium battery concept sector also performed well, with 17 stocks hitting the daily limit and seven stocks achieving six consecutive limit-ups [7]. Emerging Trends - The solid-state battery sector is experiencing a surge in activity, with several upcoming conferences and announcements from major manufacturers, including Guoxuan High-Tech and Ion Storage Systems [10]. - In the autonomous driving sector, Tesla has launched a Robotaxi service in Austin, Texas, marking a significant milestone in its autonomous driving business [11]. - The gaming sector remains active, with stocks like Ice Glacier Network and Electric Soul Network showing strong performance [12]. - The PC monitor market in China is expected to see significant growth, particularly in the gaming monitor segment, which experienced a 56% year-on-year increase in shipments in the first quarter of 2025 [13].

Group 1 - The core viewpoint is that the micro-cap stocks have shown strong performance, leading to a rise in the Shanghai Composite Index, which has broken through the 3417-point level [1] - The trading volume reached 1.4 trillion, and maintaining a volume above 1.3 trillion in the following days is crucial for market stability [1] - The focus remains on solid-state batteries and digital currencies as key sectors to watch for potential investment opportunities [1] Group 2 - The autonomous driving sector has started to gain momentum, and if it strengthens in the afternoon, it could indicate a shift in investment direction [2] - Investors are advised to be cautious with solid-state batteries and digital currencies, as they are currently at high levels, and should consider taking profits if stocks are not showing strong performance [2] - The overall market sentiment suggests that if the index does not continue to rise, it may lead to a collective adjustment across sectors [2]

新华财经北京6月24日电 （胡晨曦）A股三大指数6月24日早盘集体上涨，创业板指涨近2%，沪指重回 3400点上方。盘面上，金融股集体走强，国盛金控、湘财股份等涨停；机器人概念股走强，联诚精密、 龙溪股份等涨停；固态电池概念延续强势，湘潭电化、天际股份等涨停。下跌方面，油气股集体大跌， 准油股份等多股跌停。 富荣基金：权益市场仍呈现出较强的轮动和主题投资特性。从趋势上看，权益市场主要指数如上证指 数、万得全A等或已接近震荡区间的上沿。短期内，未看到国内政策以及产业层面出现趋势性的变化。 同时海外中东地缘政治紧张的局势以及临近7-8月贸易关税问题的减免到期等因素，也导致权益市场的 风险偏好快速下滑。整体而言，维持权益市场震荡的判断。 消息面上 央行：将研究制定新阶段金融科技发展规划出台深化运用金融科技推动金融数字化智能化转型的政策文 件 国家数据局举办"数据要素×"系列第二场新闻发布会。中国人民银行科技司副司长周祥昆介绍了中国人 民银行在《"数据要素×"三年行动计划（2024-2026年）》发布以来所取得的成效以及未来规划。中国人 民银行下一步将研究制定新阶段金融科技发展规划，出台深化运用金融科技推动金融数字化 ...

板块题材上，游戏、人形机器人、无人驾驶、保险证券板块涨幅居前。油气开采及服务、港口航运、贵金属、核污染防治板块跌幅居 前。 盘面上，网约车、无人驾驶概念股盘初大涨，三友科技、万马科技（300698）、恒帅股份（300969）等10余股涨停。人形机器人概念 股盘中拉升，杭齿前进（601177）、世运电路（603920）、中京电子（002579）涨停。保险、证券板块早盘活跃，湘财股份 （600095）、国盛金控（002670）涨停。石油、天然气板块盘初大跌，中曼石油（603619）、准油股份（002207）、贝肯能源 （002828）等多股跌停。港口航运板块亦表现落后，招商南油（601975）、兴通股份（603209）跌停。 涨停天梯榜： 【4连板】 湘潭电化（002125）、兴业股份（603928）。 A股三大指数早盘集体上涨，截至午盘，沪指涨1%，深成指涨1.45%，创业板指涨1.94%，北证50指数涨3.17%。全市场半日成交额 9251亿元，较上日放量2413亿元。全市场超4600只个股上涨。 今日市场炒什么： 【人形机器人】 【3连板】 浙江东日（600113）、新通联（603022）、建业股份（603 ...

分析人士认为，从内外两个维度来看，首先是海外市场显著回暖，风险偏好明显上升，而美联储亦释放出降息 预期；其次是从内部来看，达沃斯论坛和阅兵的消息显然是拉升了市场的风险偏好，而从产业角度来看，稳定 币的发展为金融板块提供了想象空间，自动驾驶的启动亦为产业提供了炒作逻辑。近期，题材的活跃度依然比 较高。 突然大爆发 24日，指数级行情再度出现。上证指数一度冲高40点，而这个过程当中，非银金融是拉抬指数的主力。国盛金 控早早封死涨停板，湘财证券、锦龙股份、中国银河等大幅拉升。指南针更是狂飙超12%，财富趋势、东方财 富、艾融软件、同花顺亦是大幅拉升。 金融板块中，银行虽然较弱，但保险板块却明显走强。中国平安、中国人保、新华保险、中国太保和中国人寿 集体大涨。这意味着防守仓位今天处于劣势状态，进攻仓位处于主导地位。 值得注意的是，整个市场已经连续两天处于"和平共处"的状态，即大盘股拉升，小盘股也不拖后腿。昨天是银 行股与一众小盘股共舞，今天是券商拉升，固态电池、无人驾驶等板块亦持续拉升。市场显现出明显的强势特 征。 从外围来看，A50亦是强势拉升，港股三大指数明显走强。港股高开高走，恒生科技指数涨幅扩大至2%，理 想 ...

Market Overview - The market experienced a significant increase with a trading volume of 550 billion, bringing the total volume to approximately 1.1 trillion, exceeding expectations [1] - Despite the overall rebound, the market showed only a slight increase in volume, indicating potential for divergence among stocks in the coming days [1] Sector Performance - Several sectors performed well, including stablecoins, solid-state batteries, and military industry, with notable activity in these areas [1] - The performance of stocks related to stablecoins was particularly strong in the afternoon, while solid-state batteries and military stocks also showed positive movement [1] Stock Activity - The stock "Chen Xiaoqun" was highlighted for significant buying activity, with 150 million invested in stablecoins and nearly 100 million in "Yong'an," also participating in solid-state battery investments [1] - The "Xiaolianpai" was involved in solid-state battery stocks, while "Zhang Mengzhu" focused on military stocks, indicating a diverse interest among active investors [1] Market Sentiment - The overall market sentiment is mixed, with a neutral outlook on A-shares due to the intertwining of bullish and bearish factors, as well as a decline in the activity level of the leaderboard [3]