但是大趋势票利民这两天开始走加速，今天还一度上板，盘兑现集中爆量涨上影卖一卖二主要为机构， 还有IP经济的龙姐本来走势好好的，非要吹很多公众号吹他是泡泡的供应商，结果被辟谣了，这就是吹 太狠了。结果被证伪了，问好好的吹IP经济多好。不过之前苏州23号那波三进四失败，这次应该资金也 是对每波的高度有点参考过去了。现在很多人觉得盘面乱，其实就按照港股映射逻辑去炒作这个思路去 思考，就不会觉得乱了。港股的创新药ETF也是再创新高，咱们这边医药也是在调整两天后又迎来了反 弹，书审也是再创新高，那体育的金陵也有资金拿先手，盘后消息上川超要来了，巴蜀熊起飞预计在6 月21号，所以说当下的节奏要不然就是平铺等轮动，轮动到就做兑现，要不然就找准一个方向，例如数 字货币，因为有金融属性做指数预期，可以从最近几天盘面感受到是指数拖着情绪在走，既然板块轮动 无序，但是指数有人在护，那从这个思路上就应该去看数字货币，赚钱效应上继续围绕300方向套利， 主板这块容错率太低了，因为最近周五盘面都不怎么样，是否本周路径要按照乐乐周二给大家的剧本去 走呢？ （原标题：和讯投顾李嘉乐：港股映射逻辑继续，指数行情继续） 和讯投顾李嘉乐盘后表示， ...

（转载请注明出处：微信公众号 lixunlei0722 ） 2025年5月21日，香港立法会全票通过《稳定币条例》，成为全球首个针对法币稳定币建立全面监管框架的 司法管辖区，引发市场普遍关注。 表面上，稳定币仍以美元为锚、以美债为储备，似乎在强化美元的全球地 位；但实质上，它正在将美元从传统的银行清算体系中"解绑"，让全球资金得以绕过SWIFT网络和多层监管， 直接在链上完成跨境流动。 稳定币并未挑战美元的信用本体，却在悄然改写美元的流通路径、资金的落点选择与全球资本的定价方式—— 这是一场关于"路径"而非"货币"的革命。 本文以香港新规为起点，系统拆解稳定币背后的制度逻辑、对美元 及美债影响路径及真正受益的投资机会。 稳定币： "链上美元"的制度接口与信用映射 从本质来看，稳定币并非一种全新的货币形态，而是在数字技术条件下对现有货币体系的延伸。它 以"锚定真实资产、流通于区块链"为基础逻辑，把法定货币的价值通过技术手段映射到链上，形成一种 兼具数字传输效率和法币支付能力的金融工具。 稳定币的出现，填补了传统金融系统与加密资产体系之间缺乏连接通道的空白，使得数字资产具备更强 的交易稳定性和跨境支付能力。 在全 ...

（转载请注明出处：微信公众号 lixunlei0722 ） 2025年5月21日，香港立法会全票通过《稳定币条例》，成为全球首个针对法币稳定币建立全面监管框架的 司法管辖区，引发市场普遍关注。 表面上，稳定币仍以美元为锚、以美债为储备，似乎在强化美元的全球地 位；但实质上，它正在将美元从传统的银行清算体系中"解绑"，让全球资金得以绕过SWIFT网络和多层监管， 直接在链上完成跨境流动。 稳定币并未挑战美元的信用本体，却在悄然改写美元的流通路径、资金的落点选择与全球资本的定价方式—— 这是一场关于"路径"而非"货币"的革命。 本文以香港新规为起点，系统拆解稳定币背后的制度逻辑、对美元 及美债影响路径及真正受益的投资机会。 稳定币： "链上美元"的制度接口与信用映射 从本质来看，稳定币并非一种全新的货币形态，而是在数字技术条件下对现有货币体系的延伸。它 以"锚定真实资产、流通于区块链"为基础逻辑，把法定货币的价值通过技术手段映射到链上，形成一种 兼具数字传输效率和法币支付能力的金融工具。 稳定币的出现，填补了传统金融系统与加密资产体系之间缺乏连接通道的空白，使得数字资产具备更强 的交易稳定性和跨境支付能力。 在全 ...

（原标题：和讯投顾许寒：永磁明日大分歧，医药存在回流的预期） 最后说下汽车零部件从消息面看逻辑，此举并未让零部件公司得到实质性的业绩增量，只是改善了其经 营的流动性，想要真正落实这一目标都有些许崎岖，需要下游c端汽车销量得到有效的增长，目前看来 难度较大，所以板块很难得到大资金的认可，而走出持续性暂时看作消息面发酵轮动题材。 6月11日，和讯投顾许寒分析称，永磁明日大分歧，医药存在回流的预期。汽车零部件是一日游的轮动 题材，不讲废话，接下来直接给大家理清今日热门题材的盘面逻辑和明日思路，先看医药方向，高位的 一鸣继续一字开局，低位有康惠助攻，同时常山和舒泰仍然是在高位进行震荡，联化奔向跌停的负反 馈，并未对其造成多大的影响，这说明医药只是内部分化并未退潮，若舒泰和常山能继续维持高位震 荡，那板块内部就出现各种部长作为先锋的莲花，或许只是开胃菜，不过共创止步于7楼，那6楼的佚名 明天就是开闸放量预期，而明天医药的关注点并不在佚名是否晋级一字上来的，多作为锚定即可，重点 关注板块内是否有新的首板出现，来维持热度，换手的昂立继续高举高打，而舒泰和常山不出现负反馈 即可，这样医药就存在回流的预期。再看稀土，稀土周一启 ...

指数如昨天复盘预判今天修复，而且是个强修复反包了阴线。但是问题是什么？和讯投顾李嘉乐分析， 今天情绪跟指数走背离动作，这一批高标抱团核心股，量化均瑶还有中超全部被按在地板。其实竞价上 量化开的还可以，开盘后就开始坑人，也不知道今天有没有去博弈首阴的。相比于博弈首阴，更倾向于 去找补涨机会做高低切。乐乐今天早上竞价看了，辉龙今天也是走了k安的补涨逻辑，而广康也是跟了 联化走了分离，今天继续表现盘中比较强的还是数字货币，这个方向我在上周五复盘也专门拆过，最近 呢也是一直在提，最近唯一觉得还能有持续性的，而且不那么坑人的方向。 另外上周金融也是埋伏了点，逻辑上我说过做指数上升通道的预期，金融走强也会反推数字货币。那接 下来乐乐结合今天盘面来跟大家说说我对今天的理解，接下来占用大家半分钟时间，第一复盘我一般都 会控制在2~3分钟，所以不可能把盘面全部拆一遍，那样是做不到的，我只能挑一些我觉得当下盘面重 要的去说。第二，我的复盘从来没有引导性，都是结合盘面找论据支撑我的观点，不存在吹票或者提示 具体买卖。我不知道你们心目中的产业链是什么，如果拆盘面也算的话，那我无话可说，我初心只是想 好好分享我的看盘思路，如果你觉得对 ...

Market Overview - The market experienced a morning surge followed by afternoon fluctuations, with the Shanghai Composite Index showing a steady upward trend, indicating no immediate concerns [1] - The target level for the index is set at 3437 points, with a support level at 3368 points, suggesting potential for further gains [1] Short-term Analysis - The key focus for tomorrow is the 30-minute chart, with a critical point at 3397; if this level holds, there is still potential for upward movement [2] - The low point to watch is expected between 9:30 and 10:00 AM, indicating a possible test of the 3397 level [2] Sector Performance - The ChiNext index remains on an upward trajectory, with pullbacks viewed as opportunities for entry [2] - The Sci-Tech Innovation Board is showing weaker performance, lacking a reversal pattern, which may limit investment opportunities in this sector [3] Capital Flow - Significant capital inflows were noted in various sectors, with securities attracting 3.6 billion, consumer electronics 1.9 billion, and automotive parts 1.7 billion [3]

Group 1: Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 1.26 trillion yuan, a decrease of 159.9 billion yuan compared to the previous trading day [2] - Sectors such as rare earth permanent magnets, gaming, automotive parts, and securities saw significant gains, while sectors like controllable nuclear fusion, biological vaccines, communication services, and beverage manufacturing experienced declines [2] Group 2: Notable Stocks - Yiming Pharmaceutical (002826) achieved a limit-up of 9.99%, marking its sixth consecutive trading day of gains, driven by a change in control and diabetes generic drugs [1][2] - Wukuyatu (002878) rose by 9.98%, with a total of five gains over nine days, attributed to digital cultural assets and IP culture [1][2] - Aonlikang (002940) also increased by 9.98%, with seven gains over the past seven days, focusing on innovative drugs and generics [1][2] - Jinying Co. (600232) hit a limit-up of 10.00%, supported by injection molding machines, textile machinery, and lithium batteries, achieving four consecutive gains [1][2] - Chutianlong (003040) saw a limit-up of 10.03%, driven by digital RMB and cross-border payments, with three gains over four days [1][2] Group 3: Institutional Activity - The top three net purchases on the Dragon and Tiger list were from Limin Co. (002734), Chutianlong (003040), and Aonlikang (002940), with net purchases of 166 million yuan, 149 million yuan, and 91.69 million yuan respectively [4] - The top three net sales were from Lianhua Technology (002250), Baili Electric (600468), and Zhi De Co. (603333), with net sales of 289 million yuan, 209 million yuan, and 169 million yuan respectively [5] Group 4: Company Highlights - Limin Co. reported a revenue of 1.211 billion yuan for Q1 2025, a year-on-year increase of 22.28%, with a net profit of 108 million yuan, marking a turnaround due to strong demand and price increases [10] - Aonlikang focuses on innovative drugs and generics, with a recent trading volume of 1.393 billion yuan and a net institutional purchase of 235 million yuan [11][15] - Chutianlong is actively developing a digital RMB smart contract platform, collaborating with multiple organizations to provide integrated solutions for various scenarios [18]

Group 1 - The cryptocurrency market is experiencing upward momentum, with Bitcoin approaching the 110,000 mark, which is positively influencing other cryptocurrencies like Ethereum, which has surpassed 2,800 [3][5] - The recent tariff news has established a framework that is expected to alleviate tensions between the US and China, particularly in the rare earth and chip sectors, leading to increased capital inflow into the cryptocurrency market [5][7] - The current inflow of cash into the cryptocurrency market is at a recent high, primarily through cash purchases rather than stablecoins, indicating strong traditional capital support for future price increases [5][7] Group 2 - New regulations in China are aimed at the unified management of confiscated cryptocurrency assets, which is a step towards legal compliance and may reduce previous concerns about overseas capital outflows [7][9] - The Hong Kong market is becoming more open, with upcoming legislation on stablecoins, which could facilitate capital inflow and stabilize the Asian economy [7][9] - Investors are advised to focus on long positions in the current market environment, as the potential for significant downturns is limited, and the overall trend is expected to be upward [7][9] Group 3 - The performance of spot trading has been favorable, with many investors seeing profits since last year, emphasizing the importance of long-term investment strategies over short-term speculative trading [9][11] - For contract traders, it is crucial to manage risk effectively and be prepared for potential losses, as the current market conditions may not favor contract trading due to tariff uncertainties [11][15] - The overall sentiment in the cryptocurrency market suggests that it is essential to maintain a clear strategy and avoid excessive greed, focusing on realistic profit expectations [15][16]

Market Overview - A-shares opened higher on June 11, with the Shanghai Composite Index surpassing 3400 points during the midday session, ultimately closing up by 0.52% at 3402.32 points [1] - The Shenzhen Component Index rose by 0.83% to 10246.02 points, while the ChiNext Index increased by 1.21% to 2061.87 points [1] - Total trading volume in the Shanghai and Shenzhen markets was 12,555 billion, a decrease of 1,598 billion from the previous trading day [1] Sector Performance - The financial sector led the gains, with significant activity in rare earth permanent magnets, short drama games, automotive parts, solid-state batteries, and digital currency themes [1] - The rare earth sector continued to strengthen, with several stocks hitting the daily limit or rising over 10% [3] - Automotive stocks showed strong performance throughout the day, with multiple stocks also hitting the daily limit or rising over 10% [3] - The pharmaceutical sector experienced a downturn, with several stocks declining over 6% [3] - Communication stocks faced notable declines, with several companies dropping over 5% [3] Investor Sentiment and Market Outlook - Citic Securities noted that investor sentiment in May was generally stable, with expectations of continued market risk appetite due to improved US-China trade relations [5] - Zhongyuan Securities indicated that the market's liquidity remains ample following recent monetary policy adjustments, with expectations for further policy support [6] - Dongguan Securities highlighted the potential for structural opportunities in the market driven by positive economic indicators and technological breakthroughs [7] - Shenwan Hongyuan suggested that the market may remain in a consolidation phase, with a focus on key economic data and policy developments in June [8]

这几只票暗盘资金正在偷偷流入，立即查看>> 稳定币概念股反弹，雄帝科技（300546）涨停，此前楚天龙（003040）、南天信息（000948）涨停，恒 宝股份（002104）、四方精创（300468）、天阳科技（300872）等跟涨。 ...