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收评:两市高开高走创指涨2.23% 贵金属板块走强
Zhong Guo Jing Ji Wang· 2025-12-22 07:18
Market Overview - The A-share market saw all three major indices open higher and close with gains, with the Shanghai Composite Index closing at 3917.36 points, up by 0.69% and a total transaction volume of 789.76 billion yuan [1] - The Shenzhen Component Index closed at 13332.73 points, up by 1.47% with a transaction volume of 1072.18 billion yuan [1] - The ChiNext Index closed at 3191.99 points, up by 2.23% with a transaction volume of 482.64 billion yuan [1] Sector Performance Top Gaining Sectors - Precious metals, components, and motors were among the top-performing sectors, with significant gains [1] - The audio-visual sector led with a gain of 4.18%, followed by components at 3.17% and motors at 2.98% [2] - Communication equipment and electronic chemicals also showed strong performance, gaining 2.78% and 2.66% respectively [2] Underperforming Sectors - The pharmaceutical retail, film and television, and education sectors experienced the largest declines, with pharmaceutical retail down by 1.77% [2] - The film and television sector fell by 1.56%, while the education sector decreased by 1.39% [2] - Other sectors such as banking and internet e-commerce also reported negative performance, with declines of 0.81% and 0.61% respectively [2]
国泰海通晨报-20251222
国泰海通· 2025-12-22 05:12
Macro Research - Commodity performance shows copper and gold are strong, while developed markets outperform emerging markets [1][2] - The US job market remains weak but stable, with inflation growth below expectations, leading the Federal Reserve to potentially pause interest rate cuts [1][3] - The Bank of Japan raised rates by 25 basis points as expected, with future gradual increases anticipated [1][4] - The European Central Bank's rate cut cycle may be nearing its end [1][4] Food and Beverage Research - Dongpeng Beverage is enhancing management efficiency, allowing the company to save significant profits to return to channels and consumers, aligning with the trend of consumers valuing high cost-performance in the beverage industry [1][5] - The company is expected to exceed market expectations in product category expansion, particularly in energy drinks, sports drinks, and coffee [5][6] Nuclear Power Equipment Research - The controllable nuclear fusion sector is seeing significant acceleration in bidding, with major contracts awarded for components like magnets and power supplies [1][8] - Trump Media Technology announced a merger with TAE Technologies, aiming to build large fusion power plants to meet energy demands driven by AI [9][10] - The US Department of Energy is investing $87 million to accelerate AI applications in fusion energy research [9][10]
帮主郑重午评:放量站上3900,是冲锋号还是烟雾弹?
Sou Hu Cai Jing· 2025-12-22 04:40
Market Overview - The Shanghai Composite Index increased by 0.64%, surpassing the 3900-point mark, with a significant increase in trading volume reaching nearly 1.2 trillion yuan, which is about 100 billion yuan more than the previous day [1][3]. Sector Performance - The Hainan sector experienced a notable surge, leading to a wave of limit-up stocks, driven by long-term expectations of regional policies and a concentrated investment in certain themes due to the current lack of a clear market leader [3]. - Storage chips and precious metals showed active performance, representing trends in technological independence and serving as a stabilizing factor amid macroeconomic uncertainties [3]. Market Sentiment - Despite the lively market, there is a quick rotation and differentiation among sectors, with pharmaceuticals and film industries showing clear adjustments, indicating that market risk appetite has not fully recovered [3]. - The cautious optimism suggests that while the morning's volume increase is a positive signal, any decline in afternoon trading volume could lead to market consolidation around current levels [3]. Investment Strategy - The recommended strategy is to focus on strong performers while avoiding chasing stocks that have already surged significantly, particularly in sectors like Hainan [4]. - Attention should be directed towards stocks that showed moderate volume increases and maintained good trends but have not yet seen substantial price increases, assessing their potential for further investment [4]. - For existing holdings, if a stock's performance is significantly weaker than the market and its underlying logic is compromised, a reassessment and potential reallocation may be necessary [4].
午评:沪指涨0.64%收复3900点 海南自贸概念股集体爆发
转自:新华财经 新华财经北京12月22日电(王媛媛)市场早盘集体走强,沪指收复3900点关口,创业板指一度涨超 2%。截至午间收盘,沪指报3915.20点,涨0.64%,成交5031亿元;深证成指报13318.80点,涨1.36%, 成交6828亿元;创业板指报3178.51点,涨1.80%,成交3087亿元。 板块方面,海南自贸区、贵金属、算力硬件等板块涨幅居前,医药商业、影视院线、银行等板块跌幅居 前。 盘面热点 盘面上,海南自贸概念集体爆发,海汽集团、海南瑞泽等近20股涨停。商业航天概念反复走强,神剑股 份、北斗星通涨停。算力硬件概念表现活跃,"易中天"光模块三巨头集体上涨。半导体设备股拉升,拓 荆科技等多股创历史新高。下跌方面,AI医疗概念震荡回落,华人健康大跌。 机构观点 排排网财富:展望后市,A股整体仍将运行在震荡消化的格局中,但结构性行情仍具备演绎空间。一方 面,中央经济工作会议相关政策逐步落地,扩内需、稳增长取向明确,对市场中枢形成支撑;另一方 面,盈利修复节奏仍偏缓,叠加海外货币政策分化,市场风险偏好短期难以显著抬升。 广州"十五五"规划建议:深化穗港马产业合作 构建赛马产业经济圈 中共广州 ...
重回3900点!A股三大指数午盘集体收涨
Sou Hu Cai Jing· 2025-12-22 03:58
东方财富 12月22日,A股三大指数高开高走。截至午间收盘,上证指数涨0.64%,报3915.20点;深证成指涨1.36%,报13318.80点;创业板指涨1.80%,报3178.51点。 全市半日成交额1.20万亿,超3400只个股上涨。 从板块来看,海南自贸概念集体爆发,海汽集团、海南瑞泽等近20股涨停。商业航天概念反复走强,神剑股份、北斗星通涨停。算力硬件概念表现活 跃,"易中天"光模块三巨头集体上涨。半导体设备股拉升,拓荆科技等多股创历史新高。 东方财富 下跌方面,AI医疗概念震荡回落,华人健康大跌。板块方面,海南自贸区、贵金属、算力硬件等板块涨幅居前,医药商业、影视院线、银行等板块跌幅居 前。 ...
午评:沪指半日涨0.64% 贵金属板块走强
Zhong Guo Jing Ji Wang· 2025-12-22 03:44
A股市场板块涨跌幅排行 | (责任编辑:马欣) | | --- | 中国经济网北京12月22日讯 A股三大指数今日早盘集体上涨,截至午间收盘,上证综指报3915.20点,涨 幅0.64%;深证成指报13318.80点,涨幅1.36%;创业板指报3178.51点,涨幅1.80%。 板块方面,贵金属、小金属、元件等板块涨幅居前,医药商业、教育、影视院线等板块跌幅居前。 ...
海南自贸概念股,集体爆发
财联社· 2025-12-22 03:40
今日早盘,A股市场集体走强,沪指收复3900点关口,创业板指一度涨超2%。沪深两市半日成交额1.19万亿,较上个交易日放量977亿。盘面上热点 快速轮动,全市场近3500只个股上涨。 从板块来看, 海南自贸概念集体爆发, 海汽集团、海南瑞泽等近20股涨停。商业航天概念反复走强,神剑股份、北斗星通涨停。 算力硬 件概念表现活跃,"易中天"光模块三巨头集体上涨。 半导体设备股拉升,拓荆科技等多股创历史新高。下跌方面,AI医疗概念震荡回落, 华人健康大跌。 板块方面, 海南自贸区、贵金属、算力硬件等板块涨幅居前, 医药商业、影视院线、银行等板块跌幅居前。截至收盘,沪指涨0.64%,深 成指涨1.36%,创业板指涨1.8%。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...
午评:沪指半日涨0.64%收复3900点,海南自贸概念股集体爆发
Feng Huang Wang· 2025-12-22 03:39
从板块来看,海南自贸概念集体爆发,海汽集团、海南瑞泽等近20股涨停。商业航天概念反复走强,神 剑股份、北斗星通涨停。算力硬件概念表现活跃,"易中天"光模块三巨头集体上涨。半导体设备股拉 升,拓荆科技等多股创历史新高。下跌方面,AI医疗概念震荡回落,华人健康大跌。 板块方面,海南自贸区、贵金属、算力硬件等板块涨幅居前,医药商业、影视院线、银行等板块跌幅居 前。截至收盘,沪指涨0.64%,深成指涨1.36%,创业板指涨1.8%。 12月22日,市场早盘集体走强,沪指收复3900点关口,创业板指一度涨超2%。 沪深两市半日成交额1.19万亿,较上个交易日放量977亿。盘面上热点快速轮动,全市场近3500只个股 上涨。 ...
午评:沪指半日涨0.64%收复3900点 海南自贸概念股集体爆发
Mei Ri Jing Ji Xin Wen· 2025-12-22 03:37
每经AI快讯,12月22日,市场早盘集体走强,沪指收复3900点关口,创业板指一度涨超2%。沪深两市 半日成交额1.19万亿元,较上个交易日放量977亿元。盘面上热点快速轮动,全市场近3500只个股上 涨。从板块来看,海南自贸概念集体爆发,海汽集团(603069)、海南瑞泽(002596)等近20股涨停。 商业航天概念反复走强,神剑股份(002361)、北斗星通(002151)涨停。算力硬件概念表现活 跃,"易中天"光模块三巨头集体上涨。半导体设备股拉升,拓荆科技等多股创历史新高。下跌方面,AI 医疗概念震荡回落,华人健康(301408)大跌。板块方面,海南自贸区、贵金属、算力硬件等板块涨幅 居前,医药商业、影视院线、银行等板块跌幅居前。截至收盘,沪指涨0.64%,深成指涨1.36%,创业 板指涨1.8%。 ...
鹭燕医药成交额创上市以来新高
(文章来源:证券时报网) 数据宝统计,截至09:51,鹭燕医药成交额12.20亿元,创上市以来新高。最新股价上涨9.55%,换手率 19.38%。上一交易日该股全天成交额为0.49亿元。 据天眼查APP显示,鹭燕医药股份有限公司成立于2008年09月03日,注册资本38851.6736万人民币。 (数据宝) ...