Core Viewpoint - The A-share market showed a rebound with the semiconductor sector leading the gains, while the Hong Kong market experienced weakness, indicating a divergence in market performance across regions [1][2]. Semiconductor Sector - The semiconductor industry saw a significant rise, with the overall sector increasing by 1.28%, ranking seventh among industry sectors, and 133 constituent stocks rising [2][3]. - Key stocks such as Shengyi Technology and Kexiang Co. surged over 10%, while the semiconductor ETF rose more than 1%, indicating strong investor interest [2][3]. - Positive news included a 53% month-on-month increase in DDR4 prices, the highest since 2017, due to major manufacturers halting production, leading to supply shortages [2][3]. PCB Sector - The PCB sector experienced a strong performance, with leading company Huitian Technology hitting the daily limit, attracting a net inflow of 7.18 billion yuan [4][5]. - The company reported a 56.25% year-on-year increase in revenue for Q1, reaching 4.038 billion yuan, and a 48.11% increase in net profit [4]. - The demand for high-end PCBs is expected to grow significantly, with global market growth rates projected at 41.7% and 10.4% for high-end multilayer and HDI PCBs, respectively, by 2025 [5]. Solid-State Battery Sector - The solid-state battery sector showed signs of recovery, with stocks like Pulutong and Nord gaining the daily limit [6]. - Xiaomi's recent patent for solid-state battery technology indicates advancements in the field, potentially enhancing performance and efficiency [6]. - The solid-state battery is identified as a core focus within the lithium battery supply chain, with significant growth potential for leading companies in the sector [6].

Group 1 - The article discusses the potential military involvement of the US in the Middle East, particularly regarding Iran, as President Trump considers options to prevent Iran from developing nuclear capabilities [1] - The article mentions the recent Lujiazui Forum, where the market did not respond positively despite the presence of major industry leaders, focusing instead on infrastructure construction [1] - The article highlights the introduction of new policies for unprofitable companies to list on the ChiNext and Sci-Tech Innovation Board, indicating a shift in market dynamics [1] Group 2 - The article promotes a new foreign research report library that includes reports from major financial institutions like Goldman Sachs and Morgan Stanley [3] - The People's Bank of China emphasized the steady progress of RMB internationalization and proposed eight financial policies to further open the financial system and promote RMB usage [3] - The article notes a significant phenomenon in the market where both ends of the "dumbbell" are simultaneously contracting, indicating extreme market conditions [3] Group 3 - The A-share market showed slight increases across major indices, with the Shanghai Composite Index rising by 0.04% and the Shenzhen Component Index by 0.24% [4] - AI hardware-related stocks led the market, with several companies experiencing significant gains, driven by strong demand for ASIC chips [4] - Military stocks surged due to ongoing tensions in the Middle East, with companies like New Light Optoelectronics and North China Long Dragon hitting their upper limits [5] Group 4 - The article presents data from a Bank of America fund manager survey indicating a strong consensus among managers to short the US dollar, reflecting a significant market sentiment shift [9] - Investor sentiment has reportedly returned to levels reminiscent of a "golden girl bull market," with concerns over trade wars and recession fears easing [11] - The survey also reveals that 54% of respondents believe international stocks will perform best over the next five years, with a notable shift away from US assets [12]

探底回升缩量行，三千四百绿盘惊。 算力硬科掀涨停，军工长啸贯虹声。 AI眼镜浮光跃，稀土磁材坠叶轻。 CPO连营烽火炽，草甘膦畔落花横。 市场解析： 今天市场下探回升，能否再次突破3400？从技术面来看，沪指90分钟级别，短期出现的序列消失。更值得注 意的是，收盘站上了短期趋势带，这意味着指数有继续进攻的可能。 不过，两市成交额不足1.2万亿，缩量明显，市场进攻动能不足，依旧是场内资金轮动博弈，场外资金仍处于 观望状态。 仅从指数来看，市场仍处于震荡区间。箱底在3340附近，箱顶在3400—3450区间。操作上，继续控制仓位， 维持在五成左右，确保进可攻退可守，待行情方向明朗后再增仓不迟。 板块方向： 昨天刚刚分析过，最近盘面的表现可以关注科技板块，资金可能回流做补涨。今天科技板块集体异动，恭喜 第一时间关注的朋友们。 科技板块异动的原因主要有以下几点： 一是政策方面，重启科创板未盈利企业上市，陆家嘴论坛强调强化资本市场对科技企业的支持，试点IPO预先 审阅机制，吸引内资加速布局半导体设备、通信设备等核心领域。这一消息对相关板块有直接的提振作用。 二是产业消息方面，近期存储、光模块、智能眼镜等领域都有不少利好 ...

大家好，我是沪麒麟，请动动您发财的小手指，点击右上方"关注"，不错过最新股市干货内容，点关注不迷路！ 今天三大指数早盘集体低开，开盘后基本整个上午盘面都维持一个绿盘震荡运行，临近午间收盘随着银行板块启动护盘，指数开始震荡回升翻红，午后指数 基本也是维持红盘震荡运行至收盘。截至收盘，沪指涨0.04%，深成指涨0.24%，创业板指涨0.23%，北证50指数跌0.65%。全市场成交额12217亿元，较上日 缩量154亿元。全市场超1800只个股上涨。 油气板块今天分化更严重了，除了几个前排的也就是这两天文章一直有说的龙一准油股份、龙二山东墨龙、龙三贝肯能源涨停外，后排的基本都开始下跌了 出现了亏钱效应，比如泰山石油、洲际油气、和顺石油今天都是下跌的。前排的3个今天全部晋级4连板，按照封板强度排序是准油大于墨龙大于贝肯，贝肯 今天其实一度都有挂掉的迹象，但是尾盘还能封住涨停，那么明天这3个要开始PK了，四进五中估计至少会有一家掉队。其实前排这几个操作起来像准油只 有昨天开盘给了一丝打板上车机会，手慢还是上不了，墨龙昨天今天都给了机会，贝肯昨天水下给了机会，但是操作都需要胆子大，胆小的依旧是不敢买。 当然如果没有先手， ...

（原标题：揭秘涨停 | 绑定蚂蚁集团，002015四连板） 今日（6月18日）上证指数微涨0.04%，市场全天成交1.22万亿元，连续3个交易日成交均低于1.3万亿元。电子、计算机两大行业成交额超过1000 亿元，其中电子指数涨幅1.5%，计算机指数下跌0.2%。 涨停战场：5股连续4日涨停 不含未开板新股，今日可交易A股中，收盘封死涨停的有49只，跌停有13只。另外，26股封板未遂，整体封板率为65.33%。 据证券时报•数据宝统计，收盘涨停个股中，主板有41只，创业板5只，科创板3只。以所属行业来看，涨停数量居前的行业有电子、基础化工、机 械设备行业，分别有11只、6只、4只。 从连续涨停天数看，协鑫能科、准油股份、山东墨龙、贝肯能源、金牛化工等已连收4个涨停板。 以协鑫能科(002015)为例，该股收盘股价创2024年以来新高，A股市值突破210亿元。消息面上，6月12日，在SNEC上海光伏展览会上，蚂蚁数科 与协鑫能科共同宣布成立新公司"蚂蚁鑫能"，通过深度融合蚂蚁数科在人工智能、区块链等领域的技术能力，以及协鑫能科在能源项目开发、建 设和运营管理方面的产业优势，合作打造"AI驱动的下一代新能源生态体 ...

Group 1 - Institutional trading saw 34 stocks listed, with 14 net purchases and 20 net sales [1] - The top three stocks with the highest institutional purchases were Zhongchao Holdings (115 million), Zhongke Magnetic (55.82 million), and Jinchengzi (37.81 million) [1] - Zhongchao Holdings announced that its subsidiaries won multiple power cable projects with a total bid amount of 1.061 billion, accounting for 19.29% of the company's audited revenue for 2024 [3] Group 2 - The PCB sector is experiencing strong performance, particularly among AI-related companies, with significant year-on-year revenue growth but slowing month-on-month momentum [3] - Key applications for products from Kexiang Co. include automotive electronics, new energy, and communication networks, with ongoing development of 800G optical module PCB products [3] - Yihua New Materials produces electronic circuit copper foil, which is a crucial material for PCB manufacturing [4] Group 3 - The first "Lithium Sulfide and Sulfide Solid-State Battery Forum" is scheduled for June 25 in Suzhou, highlighting the industry's focus on solid-state battery technology [5] - Nord Co. reported rapid mass adoption of its 4.5-micron lithium battery copper foil, with successful production of 3-micron copper foil and its application in solid-state batteries [6] - Xinyu Co. is accelerating the establishment of a solid-state battery laboratory and advancing the research of halide solid electrolyte materials [6]

6月18日，A股三大指数小幅上涨，沪指涨0.04%，深成指涨0.24%，创业板指涨0.23%，全市场超1800只 个股上涨。市场热点聚焦在军工装备、元件、CPO、消费电子板块。 | 代码 | 名称 | 价格 | 张跌 | | 涨幅� 换手% 几天几板[2 ... | 成交割 | 成交量 涨停分析 | | --- | --- | --- | --- | --- | --- | --- | --- | | 6688889 | 清越科技 | 9.58 | +1.60 | +20.05% | 12.19% 自被张停 | 2.66 Z | 29.01万 AI眼镜+年县Ol | | 301176 | 逸量新材 | 21.23 | +3.54 | +20.01% | 30.40% 自板张停 | 3.4817. | 17.13万 PCB + / + + + + | | 688011 | 新元元电 | 26.27 | +4.38 | +20.01% | 8.06% 自板涨停 | 2.011Z | 80636 军工光电+激元 | | 688775 | 影白创新 | 204.22 | +34.04 | +20.00% | 34.0 ...

Core Viewpoint - The defense and aerospace sectors are gaining increased attention due to ongoing geopolitical conflicts and rising global demand for military equipment [1][22]. Group 1: Market Performance - The military sector has shown resilience, with the aerospace ETF Tianhong (159241) outperforming the market during a period of stock market fluctuations [2][4]. - The A-share market saw a slight increase in major indices, while sectors like aerospace and military led the gains [4][6]. - Specific stocks in the PCB circuit board sector experienced significant increases, with some stocks rising nearly 20% [6][7]. Group 2: Geopolitical Influence - The ongoing geopolitical tensions have led to increased military spending globally, with total military expenditures surpassing $2.3 trillion in 2023, marking an 8.52% year-on-year increase [22]. - China's military spending has also rebounded, with a 6.70% increase in 2023, indicating a growing recognition of the country's military and aerospace capabilities in the international market [23][25]. Group 3: Aerospace Sector Developments - The 55th Paris Air Show showcased numerous Chinese aerospace products, including advanced military aircraft, which is expected to enhance market interest and stimulate short-term market activity [11][12]. - The air show has historically led to increases in military stock indices, with a 4.72% rise in 2019 and a 2.0% rise in 2023 during the event [16][17]. Group 4: Future Outlook - The aerospace and military sectors are anticipated to experience significant growth, with a projected compound annual growth rate of over 20% in the domestic aircraft market from 2021 to 2040 [20]. - The military trade sector is expected to benefit from rising international demand and improved profit margins due to geopolitical tensions [14][21]. - The potential for investment opportunities in the aerospace and military sectors is expected to increase in the latter half of this year and into next year [26][30]. Group 5: Investment Products - Investors are encouraged to consider aerospace ETFs, such as Tianhong (159241), which tracks the National Aerospace Index and includes a high concentration of aerospace-related stocks [27][28]. - The National Aerospace Index has shown strong performance, with a 21% increase over the past year, outperforming major market indices [29].

在指数持续缩量震荡，题材板块高速轮动的内卷大环境中， AI 算力中机构大票却走出了一波 凌厉的连续上涨，相关个股在股价走到高位高位之后，非但没有调整，反而是在今天进一步大 涨， PCB 板块更是掀起涨停潮，沪电股份这种权重股牢牢封死涨停。 今天这样的走势，是什么原因所导致的呢，产业上有什么新的变化？ 昨天晚上， Marvell 举行科技研讨会，对未来业务的预测，到 2028 年数据中心市场将达 940 亿美元，较此前上修了 26% 。其中 AI 定制计算和高性能互联是最关键的增长引擎，年 复合增长率分别高达 53% 和 35% 。 过去一周市场对于 ASIC 的预期已经比较高， Marvell 的会进一步强化市场预期。 对于国内产业链来说，核心的映射方向，就是 PCB 、 CCL 以及光模块。相较于 GPU ， ASIC 对于 PCB 、 CCL 以及光模块的用量都会有明显提升，尤其是 PCB 的用量提升更为明 显。 在 A 股当下的市场环境当中，有相当多资金在厌倦了无穷无尽的轮动行情之后，选择去本身 业绩就相当扎实的 AI 算力里面抱团。 再遇上新的产业变化，提高了未来的业绩预期，走出今天这样的强势行情也就 ...

就如昨天说的，以A股的尿性，论坛一开就兑现，虽然昨天有资金抢跑了，但不妨碍今天开盘资金又是一顿砸，证券大跳水带崩市场，一度超过4000多家下 跌，但好在沪指有银行护盘，创业板则是pcb、cpo等nv链逆势走强活跃氛围，今天要不是AI算力，大盘估计更惨。 今天还看到一张图，市场对哑铃策略的两端-高股息和微盘股的抱团已经来到了一个极致，物极必反，随着机构季度调仓和业绩窗口期的到来，市场风格有 望迎来再均衡。银行跌不跌我不知道，毕竟抱团太紧了，但微盘股月底可能大退潮。 正如我昨天所提示的一样，强如去年10月份的重组牛，也就炒作了两个月就退潮了，这一次还有月底结账、季度末机构调仓、7月份量化新规、中报窗口期 等诸多压制，都对题材股不利。再次提示，要远离高位没有业绩的票，锁定业绩线，其实近期"易中天"、胜宏科技、仕佳光子等nv链持续走强，就是市场在 抱团业绩。 再来看今天的重磅消息： 平常我都是先写宏观的，但今天英伟达产业链振奋人心，就先写nv链了。看我文章的朋友应该知道我一直是强call nv链的，我本人也是经历了对等关 税的连续两天跌停以及后来的大反转，一个多月前我还特地写了一篇短动态，当时我就坚信nv链会新高，只 ...