各位兄弟姐妹们，我是帮主郑重，干了20年财经记者，现在更爱跟大家唠唠接地气的投资干货。今儿个咱们不聊虚的，直接上硬菜——7月A股到底咋走？ 哪些板块能吃肉？咱们普通散户该咋操作？ 先给大家吃颗定心丸：券商圈现在基本达成共识，7月A股大概率震荡上行！上证指数刚突破3400点，就像开车上了高速，短期刹车可能性不大。为啥？你 看啊，国内政策暖风频吹，科创板改革、IPO预审阅这些大招，摆明了要给市场输血；国外呢，美联储降息预期升温，中东局势也缓和了，资金正从避险资 产往股市里钻。 不过咱得先搞清楚，这波行情不是普涨，而是结构性机会。啥意思？就像吃火锅，有人爱吃麻辣锅，有人爱菌汤锅，A股7月就是各板块轮流"涮肉"。根据 十大券商的观点，我给大家划三个重点方向： 第一，科技硬菜管够吃。 AI、算力、半导体这些科技股，现在就像刚出锅的毛肚，又嫩又脆。你想啊，三季度科技企业IPO重启，产品催化一个接一个，资金不炒它们炒谁？而且科 创板改革后，未盈利的科技公司也能上市，这相当于给科技板块加了把火。具体咋选？可以盯着光模块、PCB这些海外算力产业链的细分领域，还有国产算 力、机器人这些代表未来趋势的方向。 第二，金融搭台稳军心。 ...

Market Performance - On June 30, 2025, A-shares saw collective gains with the Shanghai Composite Index rising by 0.59%, Shenzhen Component Index by 0.83%, and ChiNext Index by 1.35% [1] - The trading volume in the Shanghai and Shenzhen markets approached 1.5 trillion yuan [1] Sector Performance - Game and defense-related ETFs led the gains, with specific game ETFs and aerospace ETFs increasing by over 5% [2] - The National Press and Publication Administration approved 147 domestic games and 11 imported games, boosting the gaming sector [2] - The military industry is expected to experience a valuation restructuring, benefiting from improved asset quality and larger business scales [2] High Dividend Sector - High dividend sectors experienced a pullback, but there are expectations for supportive policies from the China Securities Regulatory Commission to enhance market confidence [3] - The central state-owned enterprise sector is viewed positively due to ongoing reforms and market management initiatives [3] ETF Trading Activity - The top trading ETF was the Credit Bond ETF with a transaction volume of 18.291 billion yuan, followed by the Shanghai Corporate Bond ETF and Short-term Bond ETF, both exceeding 10 billion yuan [4] - The Asia-Pacific Select ETF had the highest turnover rate at 157.05% [5] Upcoming ETF Issuances - Five new ETFs are set to begin fundraising on July 1, 2025, including those focused on artificial intelligence and aviation [6][7] - The newly listed ETFs will track indices related to artificial intelligence, general aviation, and free cash flow [11][12][14]

Ukraine hopes that unmanned ground vehicles will soon begin to carry the burden of its war with Russia, in place of men. We explain how https://t.co/gRvqz1ea7LPhoto: Getty Images https://t.co/gn0mLV1ufw ...

Core Viewpoint - The overall expectation for the A-share market in the second half of 2025 is a continuation of the current oscillation and rapid rotation of hot topics, with no systemic large-scale rally anticipated [2][3] Market Assessment - Multiple institutions predict that the market will likely maintain a fluctuating pattern with significant thematic rotation [3] - The uncertainty surrounding the recovery of corporate profit growth is a key factor limiting the potential for a broad market rally [3] - The focus on corporate earnings performance is expected to contribute positively to market dynamics, with fundamental factors likely to outperform historical averages [3][4] Investment Strategy - A consensus strategy among professional institutions is to adopt a balanced allocation to manage risks while selectively focusing on structural opportunities for returns [5] - The importance of monitoring macroeconomic highlights is emphasized, with adjustments to investment strategies based on key areas such as investment, consumption, and exports [4][5] Key Directions for Investment - Institutions identify four main investment directions: 1. Deepening investments in the technology sector, particularly in areas like AI, semiconductors, and military technology [6] 2. Capitalizing on the new consumption wave, including experiential and AI-enabled consumption models [6] 3. Focusing on stable dividend assets in a weak recovery environment [6] 4. Following national policy directions, particularly in sectors like power generation and coal chemical industries [6] Short-term Outlook - Some institutions maintain an optimistic short-term outlook, suggesting a "dual-line layout" strategy that includes focusing on sectors with improving industry conditions and stable earnings [7] - The A500 index is highlighted as a key investment vehicle for capturing growth in emerging sectors [7] Long-term Perspective - Long-term confidence in the market is supported by signs of fundamental improvement and potential capital inflows [8][9] - The low valuation of the Chinese stock market compared to global peers is expected to attract both traditional and new foreign investments [9]

Tonight, the Pentagon revealing new details of that secretive mission. The B2 bomber crews that targeted Iranian nuclear sites with 30,000 lb bunker buster bombs. When the crews went to work on Friday, they kissed their loved ones goodbye, not knowing when or if they'd be home.The chairman of the Joint Chief saying it was 15 years in the making, showing footage of the bombs being tested, saying it all went according to plan. The weapons all guided to their intended targets. Anyone with uh you know two ear, ...

Company Performance - VirTra, Inc. (VTSI) closed at $6.66, reflecting a -1.48% change from the previous day, underperforming the S&P 500's daily gain of 0.8% [1] - Over the past month, shares of VirTra, Inc. have increased by 21.36%, while the Aerospace sector gained 5.36% and the S&P 500 gained 5.12% [1] Upcoming Earnings - Analysts expect VirTra, Inc. to report earnings of $0.03 per share, indicating a year-over-year decline of 72.73% [2] - The consensus estimate anticipates revenue of $6.38 million, representing a 5.11% increase from the same quarter last year [2] Full Year Estimates - For the full year, analysts project earnings of $0.27 per share and revenue of $29.19 million, reflecting changes of +125% and +7.9% respectively from the previous year [3] - Recent changes to analyst estimates for VirTra, Inc. are important as they indicate the evolving nature of near-term business trends, with positive revisions suggesting a favorable business outlook [3] Zacks Rank and Valuation - VirTra, Inc. currently holds a Zacks Rank of 1 (Strong Buy), which has historically contributed to an average annual return of +25% since 1988 [5] - The Forward P/E ratio for VirTra, Inc. is 25.04, aligning with the average Forward P/E of 25.04 for its industry [6] Industry Context - The Electronics - Military industry, part of the Aerospace sector, has a Zacks Industry Rank of 1, placing it in the top 1% of over 250 industries [6] - The Zacks Industry Rank measures the strength of industry groups based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

There's anywhere we could take this. Right. But let's just start with the basics.The US government and its military industrial complex or the defense industrial base. How modern is it. In the scheme of everything. Ted, we just discussed in the show.It's getting more modern. I would say the reality is that today the defense industrial base is still quite traditional. And you can look at the recent strikes on Iran as a perfect example of that.Yes, we know that fifth generation fighters escorted B-2 bombers to ...

每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①固态电池+军工+人形机器人+无人机+MCU芯片！这家公司参股企业是中国最早布局固态电池的企业之 一，在人形机器人方面重点布局精密轴承和丝杠；②数字货币+跨境支付+区块链+国产芯片+云计算+华为 鸿蒙！这家公司区块链密码相关产品已经在数字货币业务中得到应用；③人形机器人+无人驾驶+特斯拉！ 公司拟通过股权收购快速进入人形机器人等新兴领域。 前言 ...

6月25日，A股三大指数集体上涨，截至收盘，上证指数涨1.03%，深证成指涨1.72%，创业板指涨 3.11%；北证50涨1.38%。两市成交额约1.6万亿元，较前一个交易日放量约1881.75亿元。全市场近4000 只股票上涨。 从盘面上看，大金融领涨，券商、金融科技方向爆发；稳定币、军工、AI应用、算力、固态电池、无 人驾驶概念股活跃。 热点方面，炒股软件爆发，指南针、财富趋势、同花顺、东方财富、大智慧涨幅均超10%。 转自：央视财经 券商持续爆发，国盛金控、天风证券、南华期货、湘财股份等多只股票涨停，国泰海通涨超9%。 军工概念持续上涨。新余国科、中兵红箭、中天火箭、航发科技、长城军工、泰豪科技涨超10%。 消息面上，6月24日，中国人民银行、国家发展改革委、财政部、商务部、金融监管总局、证监会联合 发布《关于金融支持提振和扩大消费的指导意见》，从支持增强消费能力、着力提升金融机构专业化服 务能力、加大消费重点领域金融支持、强化消费基础设施和流通体系的金融支持、加强基础金融服务优 化消费环境等方面提出19条具体举措，为更好发挥消费对经济发展的基础性作用提供有力支撑。（新闻 链接：重大利好！六部门重磅发布 ...

Iran launched missiles at a U.S. base in Qatar and at Iraq, where the U.S. keeps military facilities, officials said. Iran warned Qatar prior to the attack. Photo: Reuters ...