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下周,特朗普朝天一枪,动荡又要重演?
凤凰网财经· 2025-05-25 13:30
这个周末,特朗普,又有大动作了! 特朗普签署了四项行政命令,旨在扩大核能生产,推动核能行业的发展,相关概念股随即大幅上涨。 与此同时,特朗普强调不会削减万亿美元国防预算,展现出对军事开支的强硬立场。 此外,他提议自2025年6月1日起对欧盟实施50%关税,这一表态导致市场避险情绪升温,美股、欧股双 双下跌。 这些行动不仅可能重塑美国内外政策格局,还将对全球市场产生深远影响。 01 扩大核能 据报道,特朗普周五签署了四项行政命令,以扩大核能生产。 当天,在椭圆形办公室的签署仪式上,特朗普称核能是一个"热门行业",并补充说,"现在是发展核能 的时候了,我们将把它做得非常大。" 特朗普签署的行政命令旨在改革美国能源部的核能研究,为能源部在联邦拥有的土地上建造核反应堆扫 清道路,彻底改革核管理委员会,并扩大美国的铀矿开采和浓缩。 行政令还呼吁美国能源部和国防部门评估重启已关闭的核电站的可行性,并探索在联邦土地和军事基地 选址反应堆。美国核监管委员会发言人Scott Burnell表示,该机构正在评估这些行政命令,并将遵守白 宫的指示。 特朗普推动核能的举措可能促进这一无排放能源的发展,核能被视为煤炭和天然气发电的气候 ...
利好突袭,集体大涨!特朗普,签了!
券商中国· 2025-05-24 15:13
美国的核能产业,迎来一则利好消息! 当地时间周五,美国总统特朗普签署了一系列行政命令,旨在放宽对核能的监管并加速核电建设。行政令要求 美国能源部在2030年前建造10座大型反应堆,同时升级现有的反应堆。特朗普称,"核能是一个热门行业,将 把它做得非常大。" 在上述利好消息的刺激下,美股核能概念股当天集体大涨,Lightbridge大涨近43%,NANO Nuclear涨30%, Oklo涨23%,Centrus Energy涨超21%,NuScale涨超19%。 美股核能概念股集体大涨 在特朗普签署加快核能发展的相关行政命令后,核能概念股集体飙升,Lightbridge盘中一度大涨近50%。 韦德布什指出,在政策支持下,该行对AI革命推动的数据中心建设信心增强,而核能最终将在为数据中心供 电方面发挥关键作用。 特朗普签令,加速发展核能 特朗普周五签署了四项行政命令,以扩大核能生产。当天,在椭圆形办公室的签署仪式上,特朗普称核能是一 个"热门行业",并补充说,"现在是发展核能的时候了,我们将把它做得非常大。" 这些行政命令旨在改革美国能源部的核能研究,为能源部在联邦拥有的土地上建造核反应堆扫清道路,彻底改 革核 ...
四川省科技活动周启动 200余场活动点燃科学热情
Huan Qiu Wang Zi Xun· 2025-05-24 04:44
23日晚,2025年四川省科技活动周启动仪式暨蓉城科学之夜在成都举行。范颖 摄 活动现场,四川大学教授、博士生导师吴桐等十位科技工作者代表纷纷从红毯亮相,展示科学工作者的 精神风貌。"隔膜是锂电池中十分关键的部件,它既要隔绝正负极防止短路,又要让锂离子自由通 过。"据吴桐介绍,其团队历经15年的产学研技术攻关,自主设计了全套隔膜加工新技术,成功实现隔 膜国产化,推动了我国锂电产业的快速发展。 来源:中国新闻网 中新网成都5月24日电 (王利文 范颖)23日晚,2025年四川省科技活动周启动仪式暨蓉城科学之夜在成都 自然博物馆(成都理工大学博物馆)正式启幕。歼-10C战斗机模型、"华龙一号"核电站模型、新一代人造 太阳"中国环流三号"等大国重器集体亮相,科技工作者们走上"星光毯",科普场景赋能转化"成都造"集 结亮相。 在活动主会场,一架银灰色的1:1全尺寸歼-10C战斗机模型亮相,吸引了不少市民游客的关注。从事IT 行业的市民王先生难掩激动。他说:"这些硬核科技以前总觉得离生活很远,没想到今天在科技活动周 的现场就能感受'大国重器'的魅力。"他特意拍下多组照片,并坦言周末要带孩子再来,看看什么是真 正的"中国 ...
隔夜美股 | 三大指数本周下跌 黄金期货本周累涨5.4%
智通财经网· 2025-05-23 23:28
Group 1: Market Overview - US stock market declined on Friday, with the Dow Jones falling by 256.02 points (0.61%) to 41,603.07 points, the Nasdaq down by 188.53 points (1.00%) to 18,737.21 points, and the S&P 500 dropping by 39.19 points (0.67%) to 5,802.82 points [1] - Major technology stocks experienced losses, with Apple (AAPL.US) down 3.02% and Nvidia (NVDA.US) down 1.16% [1] - European stock indices also fell, with Germany's DAX30 down 362.48 points (1.51%) to 23,645.79 points and France's CAC40 down 130.04 points (1.65%) to 7,734.40 points [2] Group 2: Commodity Market - Spot gold rose by 1.93% to $3,358.03 per ounce, with a weekly increase of 4.83%, while COMEX gold futures increased by 1.94% to $3,358.60 per ounce, accumulating a weekly rise of 5.40% [4] - COMEX copper futures surged by 3.92% to $4.8630 per pound, reflecting a weekly increase of 5.97% following Trump's tariff announcement [4] - Oil prices saw slight increases, with NYMEX light crude oil futures up by $0.33 to $61.53 per barrel (0.54% rise) and Brent crude oil futures up by $0.34 to $64.78 per barrel (0.53% rise) [5] Group 3: Trade and Tariff Implications - President Trump announced a 50% tariff on EU goods starting June 1, aiming to encourage European manufacturers to relocate production to the US [6] - The US Treasury has utilized approximately 82% of its debt ceiling special measures, with $67 billion available to pay government bills, down from $82 billion on May 14 [6][7] - Trump's tariffs are expected to impact companies like Apple and Samsung, with a potential 25% tariff on products not manufactured in the US [9][10] Group 4: Nuclear Energy Initiatives - Trump signed executive orders to accelerate nuclear power plant construction, focusing on small advanced reactor designs to meet rising electricity demand and regain leadership in nuclear energy [8] - The initiative aims to position nuclear energy as a clean alternative to fossil fuels, emphasizing safety and cost improvements in nuclear technology [8] Group 5: Corporate Responses to Tariffs - Nike announced plans to raise prices in the US due to uncertainties from tariffs, a sentiment echoed by Adidas and Puma regarding the impact of Trump's tariff policies [10] - Companies are facing pressure to adjust pricing strategies in response to the evolving trade landscape and tariff implications [10] Group 6: Analyst Ratings - Wedbush raised Tesla's (TSLA.US) target price from $350 to $500 [11] - Morgan Stanley increased Dell's (DELL.US) target price from $108 to $111 [11]
白宫高级官员:行政令要求能源部和国防部合作在联邦土地上建设核能项目。要求对核能监管委员会进行“重大改革”,其中包括审查人员配置情况。
news flash· 2025-05-23 18:18
白宫高级官员:行政令要求能源部和国防部合作在联邦土地上建设核能项目。要求对核能监管委员会进 行"重大改革",其中包括审查人员配置情况。 ...
可控核聚变逆市爆发 20只绩优股曝光(附名单)
Group 1 - The controllable nuclear fusion index has risen by 2.38% on May 23, leading the concept index gains, with a year-to-date increase of 31.05% [1] - U.S. President Trump is expected to sign an executive order to simplify reactor approval processes and strengthen fuel supply chains, boosting the nuclear energy sector [1] - In China, significant contracts have been signed in the nuclear fusion sector, indicating a robust development in controllable nuclear fusion research and commercialization [1] Group 2 - In the first quarter, 20 controllable nuclear fusion concept stocks reported net profits exceeding 100 million yuan, with China Nuclear Power leading at 3.137 billion yuan [2] - China Nuclear Power's revenue from nuclear power business grew by 10.46% year-on-year, with a net profit increase of 11.52% [2] - The net profit growth rates for companies like Yongding Co., Oriental Precision, and Shanghai Electric were exceptionally high, at 960.55%, 517.55%, and 145.69% respectively [3][4] Group 3 - Public fund holdings in controllable nuclear fusion concept stocks include significant shares in China Nuclear Power and China Energy Construction, with holdings of 549 million shares and 483 million shares respectively [4]
A股跳水原因找到了!银行也跳了,比亚迪新高,巴菲特踏空了?
Sou Hu Cai Jing· 2025-05-23 09:26
不过今天除了小票,银行、电力等红利板块午盘也跳水了,要不然上证指数很难跳水。像银行这种稳如 泰山的板块,没有利空突然跳水,大概率有投机资金抱团银行了。 今天A股突然跳水,又是4200多家下跌,20家跌停。从下面的图可以看出来,我周二提示小微盘股风险 后,国证2000和沪深300成交额的比值往下拐头,同时国证2000指数也往下拐,这意味着资金从上半个 月的抱团炒作小微盘股以至于吸血AI等科技板块,到月末资金已经开始出货。我去年也用这个指标两 次精准预判题材炒作崩盘,特别是市场开始缩量的时候屡试不爽,小票炒作说白了就是过剩流动性给的 溢价,量能一缩自然就撑不住这么多股票炒作了。 大家知道去年哑铃策略很盛行,由于经济预期比较悲观,资金就低配复苏线,抱团和经济周期相关性不 大的红利和科技。今年来看,由于一季度机构太过超配科技,AI、机器人一季度涨幅也比较大,二季 度机构就开始减仓高位的科技、加仓低位的医药、新能源等。现在的哑铃策略似乎变成了红利和小票。 说实话我一直盼着银行下跌,因为涨的不合理,但我说的不算。A股行情向来都是资金驱动,"风格"两 字压死人,防守风格主导的时候,你科技股各种利好就是不会涨,美股AI硬件、 ...
可控核聚变板块爆发 002639、002366领衔涨停
Zheng Quan Ri Bao· 2025-05-23 05:09
Group 1 - The controllable nuclear fusion sector in A-shares experienced a significant surge, with the sector index rising over 4% and 30 stocks within the sector increasing in value [1][2] - Notable performers included Xue Ren Co., Ltd. (002639) and Rongfa Nuclear Power (002366), both hitting the daily limit up, while Chen Guang Medical (430300) saw an increase of over 26% [1][2] - The controllable nuclear fusion index reached 1476.66, reflecting a rise of 3.71% [2] Group 2 - The U.S. nuclear energy sector saw a collective surge in stock prices, which positively influenced Asian nuclear power stocks, leading to gains in the Hong Kong market [3][4] - The China General Nuclear Power Index (887716.WI) rose by 3.6%, while the Nuclear Power Index (884046.WI) increased by 2.32% [3][4] Group 3 - Recent developments in the nuclear energy sector indicate a critical phase in the construction of nuclear fusion experimental reactors, with significant progress expected [5] - The BEST reactor project has officially commenced assembly, aiming for completion by 2027, while the CRAFT reactor is projected to be completed by the end of 2025 [5] - The market anticipates a rapid development in the controllable nuclear fusion industry, with increased project tenders and commercialization efforts expected in 2025 [5]
可控核聚变“燃爆”A股!哈焊华通20CM狂飙,产业链风口正劲?
Ge Long Hui A P P· 2025-05-23 04:27
Core Viewpoint - The A-share market for controllable nuclear fusion has experienced a significant surge, with multiple stocks reaching their daily limit up, driven by positive market sentiment and favorable policy developments [1][2][8]. Group 1: Market Performance - The A-share controllable nuclear fusion sector saw explosive growth on May 23, with stocks like Hahwa Huasheng and Chenguang Medical hitting the daily limit up, while others like Xue Ren Co. and Rongfa Nuclear Power also showed substantial gains [1][2]. - In the Hong Kong stock market, nuclear power and energy sectors also strengthened, with China General Nuclear Power Mining rising over 7%, influenced by movements in the US nuclear energy sector [3]. Group 2: Policy and Technological Developments - The global energy demand is rising, and traditional fossil fuel supplies are becoming scarce, leading to a shift towards clean energy, with nuclear energy being a key focus for many countries [4]. - The Chinese government is actively promoting the nuclear energy industry, with the establishment of a Nuclear Power Engineering Quota Expert Committee to oversee technical reviews [5]. - Significant technological advancements have been made, such as the completion of the world's largest superconducting magnet system for the International Thermonuclear Experimental Reactor (ITER), marking a crucial step towards controllable nuclear fusion [5]. Group 3: Industry Outlook - The nuclear energy sector is expected to grow significantly, with projections indicating that global nuclear power capacity could exceed 1.1 billion kilowatts by 2050, highlighting the potential for development in this area [6]. - Analysts are optimistic about the future of the nuclear fusion industry, with expectations that recent advancements in research and development will accelerate the commercialization process [7]. - The competitive landscape is intensifying, particularly between the US and China, as nuclear fusion emerges as a critical area for technological competition, similar to artificial intelligence [7].
可控核聚变板块再度拉升 融发核电、雪人股份涨停
news flash· 2025-05-23 01:35
可控核聚变板块再度拉升,融发核电(002366)、雪人股份(002639)、哈焊华通(301137)涨停,弘 讯科技(603015)、英杰电气(300820)、辰光医疗、久盛电气(301082)、常辅股份等纷纷走高。 暗盘资金流向曝光!提前捕捉庄家建仓信号>> ...