6月4日，A股早盘延续反弹，市场近4000股飘红。截至午盘，沪指涨0.43%，深成指涨0.91%，创业板指 涨1.22%。 指数延续反弹，市场分析认为，有三方面原因影响市场： 一是，科技股传来利好。AI狂潮仍未降温，隔夜英伟达大涨近3%重回市值第一宝座，股价一个月飙升 近24%，自4月低点以来上涨逾45%，而上周英伟达公布了令市场惊艳的财报。 核电、可控核聚变板块震荡走强，百利电气7天5板，融发核电、常辅股份、尚纬股份、中洲特材、中超 控股、雪人股份等跟涨。 点评：消息面上，Meta与星座能源签署了一份为期20年的核电购买协议，这项长期协议是大型科技公 司与核能企业一系列交易中的最新一笔。高盛在研报中指出，核电迎来十年黄金周期，全球铀矿市场正 走向结构性短缺时代，到2040年全球铀矿缺口将达1.3亿磅。同时，核电需求在AI时代激增，全球核电 装机潮全面爆发，核技术迎来显著增长拐点。 二是，降准预期再度升温。中证报头版文章称，在必要时，不排除人民银行将进一步采取降准等措施的 可能，进一步释放长期流动性，确保年中乃至下半年流动性维持合理充裕水平。 三是，险资巨头又出手，支持新兴产业和资本市场。6月3日，中国太保正 ...

Group 1 - Meta Platforms has signed a 20-year power purchase agreement with Constellation Energy, likely at a lower price than Microsoft's similar agreement [1] - Meta is expected to pay approximately $80 per megawatt-hour for energy from the Clinton nuclear plant, compared to Microsoft's $110 per megawatt-hour from the Three Mile Island plant [1][2] - The difference in expected electricity prices is attributed to the need to restart a reactor at the Three Mile Island plant, which has incurred significant costs [2] Group 2 - Tech giants are willing to pay a premium for nuclear energy, viewing it as a carbon-free power source that aligns with their climate goals amid rising electricity demands from AI [2] - Nuclear power is recognized as more expensive than fossil fuels, but companies acknowledge the necessity of investing in it for future energy needs [2] - Constellation plans to invest in enhancing the generation capacity of the Clinton plant and is considering building a new reactor at the site [2]

Group 1: Nuclear Power Stocks Performance - Nuclear power stocks in Hong Kong experienced a significant increase, with China General Nuclear Power Corporation (01164.HK) rising by 20.48%, China National Nuclear Corporation International (02302.HK) increasing by 12.74%, and China General Nuclear Power New Energy (01811.HK) up by 4.39% [1] Group 2: Meta's Long-term Power Purchase Agreement - Meta has signed a 20-year power purchase agreement with Constellation Energy to buy approximately 1.1 gigawatts of power from the Clinton Clean Energy Center starting June 2027, which is the total output of one nuclear reactor [2] - Constellation plans to invest in increasing the output of the Clinton nuclear plant and is considering building a second reactor, which has received federal approval [2] Group 3: Tech Companies' Interest in Nuclear Power - Major tech companies are increasingly engaging in transactions with the nuclear power industry, which may accelerate the construction of data centers needed for the global AI race [2] - In March, tech giants including Amazon and Google signed a commitment to triple the global nuclear power capacity by 2050 under the leadership of the World Nuclear Association [2] Group 4: Energy Demand in the AI Era - The demand for power from AI supercomputing centers is substantial, with individual centers requiring up to 500 megawatts, equivalent to the peak electricity usage of San Francisco [4] - Goldman Sachs noted that the demand for AI computing and data centers is driving global electricity consumption growth at a rate of 2.5%, significantly higher than the average over the past decade [4] - The global uranium market is heading towards a structural shortage, expected to accelerate by 2025, with a projected shortfall of 130 million pounds by 2040 [4]

Group 1 - China General Nuclear Power Corporation (CGN) Mining (01164.HK) increased by 20.48% [1] - China National Nuclear Corporation International (02302.HK) rose by 7.48% [1] - China General Nuclear Power New Energy (01811.HK) saw a gain of 2.19% [1]

核电股开盘走强， 百利电气7天5板， 融发核电、 常辅股份、 尚纬股份涨超5%， 中洲特材、 中超控 股、 汇金通、 雪人股份、 久盛电气、 哈焊华通等跟涨。消息面上， Meta与美国核能公司 Constellation Energy达成一个20年的电力采购协议，Meta将购买核能用于数据中心。这是大科技公司与核电站达成的 第一份此类协议。 ...

Group 1 - The core viewpoint is that the market is at a critical turning point, with potential for upward movement if certain conditions are met [1][2] - The Ministry of Industry and Information Technology, along with four other departments, has announced a notification for the promotion of new energy vehicles in rural areas, which is favorable for the new energy vehicle sector [1] - There is a negative impact on related sectors due to proposed restrictions on Chinese companies participating in public procurement for medical devices, while China's stance on rare earth export controls may lead to a short-term rebound in related sectors [1] Group 2 - For the market to successfully shift upwards, three conditions must be met: a significant upward price movement with a breakthrough above 3360 points, a trading volume of at least 1.2 trillion to 1.3 trillion, and support from major financial sectors [2] - There are short-term opportunities in sectors such as nuclear power, gold, education, leisure, sports, and digital currency, which have not yet fully played out [2] - Caution is advised in the pharmaceutical sector due to its recent high performance, indicating a potential for pullback, and there is a need to be wary of high-priced stocks causing short-term market corrections [2]

午后指数横盘，多只涨停板炸开，有人抢跑，更多人被困高位。他此前已提醒，今日低开难免，但若低 开低走至情绪冰点，或触发超跌反弹；若低开后快速反弹甚至平开即弹，则上涨持续性存疑。回顾5月 行情，涨跌交替，毫无持续性，原因在于涨时受莫名压力干扰，跌时又有人护盘，难以跌至情绪冰点。 若今日早盘顺势下跌引发恐慌盘，或能触发持续反弹，降低操作难度。但现状是，指数虽红，个股却多 冲高回落或炸板。 6月行情或以缩量为主，面对此局面，策略上应多做趋势性板块，少追热点。此前提及的核电板块已成 明牌，而创新药今日表现强劲，成为盘面最强。回顾5月，化工、核电等板块虽轮动，但最终能持续走 强的，涨停数并不多，往往由个别票带头，待板块成焦点时，调整或也不远，创新药或也难逃此规律。 此外，操作上应多做弱转强，少做强转更强。高位票连板稀少，多以断板反包为主，以避监管红线，此 时顶板易被套。 （原标题：和讯投顾易雄：6月行情或以缩量为主，多做趋势性板块） 6月3日，和讯投顾易雄指出，指数虽低开高走，3400只个股飘红，看似市场向好，实则暗藏隐忧。假期 被热炒的稳定币概念，要么难以介入，要么介入即被套。 板块亦如此，如IP经济上周强后调整，今日 ...

国际原子能机构总干事：扎波罗热核电站目前不具备重启条件 智通财经6月4日电，国际原子能机构总干事格罗西当地时间6月3日在访问乌克兰时表示，扎波罗热核电 站冷却用水不足且电力供应不稳定，目前并不符合重启要求。格罗西强调，停运三年的核电站仍需全面 检查才能重启。扎波罗热核电站位于乌克兰南部，2022年俄乌冲突爆发不久后便被俄罗斯控制。此后， 俄乌双方多次指责对方对扎波罗热核电站发动袭击。 ...

01 大盘 昨夜美股三大股指持续走高。截至收盘，道指涨 0.51%，纳指涨 0.81%，标普涨 0.58%。恐慌指数VIX 跌 3.65%至17.69。美元指数昨日涨 0.59%，报99.27。美国十年国债收益率涨 0.383%，收报4.456%，相 较两年期国债收益率差50.1个基点。现货黄金昨日跌 0.83%，报3353.32美元/盎司。布伦特原油收涨 0.74%至65.57。 美国4月空缺职位意外大增，4月工厂订单月率录得2024年1月以来最大降幅。 美联储-洛根：应专注于实现2%的通胀目标，而不是试图弥补过去的通胀不足、博斯蒂克：仍然认为今 年可能会有一次降息。 02 行业&个股 行业板块方面，除房地产、通讯和日常消费分别收跌0.36%、0.28%和0.1%外，标普其他7大板块悉数收 涨：半导体、科技、能源、原料、工业、公用事业和医疗分别收涨2.69%、1.5%、1.19%、1.02%、 0.77%、0.27%和0.23%。 中概股多数收涨，KWEB跌0.15%，台积电涨 1.42%，阿里涨 0.19%，拼多多涨 1.96%，京东跌 1.37%， 理想涨 6.07%，5月交付量同比增16.7%+高盛上 ...

嗨，大家晚上好！今天整体行情还不错，基本都在按照昨晚的节奏走，而且情绪比预计的还强一些，六月算是有了个不错的开门红，那六月份的大体走势 就出来了。 六月份的节奏还是量化主导的轮动+游资主导的抱团结合的套路，玩得转的话这个月应该还不错。玩不转的话行情好的时候打打野，行情不好的时候休息 为主，特别是下半个月。 今天三大指数低开修复后震荡为主，就是昨晚给的剧本，成交量1.14万亿跟上一交易日基本持平，因为今天这个节点修复力度比较不错，那指数这里反倒 有点有点盼头了，本周前半周预计指数震荡走高为主，后半周看分歧回调。本月而言指数这里短期看震荡走高，5月14日附近高点是个强压位，上半个月 指数涨的越多后半个月风险越大。明天指数看震荡走高，问题不大。 市场情绪 涨停：67家 跌停：6家 上涨：3190家 下跌：1724家 连板高度 5板：德邦股份 4板：御银股份、联化科技 3板：恒宝股份、翠微股份、海联金汇 2板：共创草坪、永悦科技、申科股份、中天火箭、中恒设计、万邦德、海南海药、百利电气（6天4板）、哈三联 题材股今天修复力度还不错，虽然还有六个跌停但明天应该都会开板，明天情绪继续看修复，应该又是轮动抱团机会，题材股会 ...