今天，A股三大指数集体收涨。截至收盘，上证指数上涨0.42%，深证成指、创业板指数分别上涨 0.87%、1.11%。沪深两市成交额达到1.15万亿元，较昨日放量116亿元。 最近几天，重点观察指数能否突破3394点的压力位。如果突破3394点，则意味着后市大概率将创下5月 14日3417点以来的新高。 板块方面，今天是大消费狂欢的一天。美容护理、食品饮料、旅游酒店、零售等方向均有不俗的表现。 今天，上证指数突破了昨天达哥提到的3332点-3368点区间，目前上方面临5月21日高点3394点、5月14 日高点3417点的两个压力位。 食品饮料方面，昨天达哥在文章中提到，食品饮料板块指数既突破了长期下降趋势线，又获得了历史重 量级支撑位的支撑，且突破了去年10月的高点。 食品饮料板块作为机构传统的重仓板块之一，突破去年10月高点，说明机构已经在积极干活了。 近期不断走强的医药板块，也能印证上述观点。医药板块指数、创新药板块指数，今天双双创出本轮新 高。 据医药魔方，今年以来，国内创新药BD出海交易总金额达455亿美元，首付款达22亿美元。而455亿美 元，预计将是中国电动汽车出口额的两倍。两者不同的是，电动汽车出 ...

今天， 大消费板块爆发，A股三大指数集体收涨 ，超3900只个股飘红。 截至收盘，上证指数涨0.42%，深证成指涨0.87%，创业板指涨1.11%。全市场成交额近1.18万亿元，较 上一交易日增加136亿元。 板块方面，美容护理、啤酒、铜缆高速连接、服装家纺等板块涨幅居前。 今天， 大消费板块集体爆发。美容护理、啤酒、饮料制造、烟草、旅游及酒店等板块涨幅靠前 。若羽 臣涨停，创历史新高；潮宏基、长白山等多股涨停。 | 板块统计 | | | | | | --- | --- | --- | --- | --- | | 実部 | 行业 | 概念 | 风格 | 地域 | | 9区间回顾 | | | 涨幅 ◆ 主力净流入 ◆ | 领涨股名称 ▶ | | 美容护理 | | 3.92% 18527.11万 水羊股份 | | | | 881182 | | | | | | 啤酒概念 | | 3.85% 27705.13万 品渥食品 | | | | 885780 | | | | | | 铜缆高速连接 | | | 2.90% 87602.05万 | 太辰光 | | 886073 | | | | | | 服装家纺 | | | 2.7 ...

主力资金净流出的行业有14个，汽车行业主力资金净流出规模居首，全天净流出资金17.87亿元，其次 是国防军工行业，净流出资金为17.40亿元，净流出资金较多的还有医药生物、机械设备、银行等行 业。 沪指6月4日上涨0.42%，申万所属行业中，今日上涨的有28个，涨幅居前的行业为美容护理、综合，涨 幅分别为2.63%、2.53%。跌幅居前的行业为交通运输、国防军工、公用事业，跌幅分别为0.58%、 0.24%、0.12%。公用事业行业位居今日跌幅榜第三。 资金面上看，两市主力资金全天净流入10.74亿元，今日有17个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨1.17%，全天净流入资金30.70亿元，其次是非银金融行业，日涨幅 为0.99%，净流入资金为15.88亿元。 公用事业行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600025 | 华能水电 | -1.51 | 0.20 | -5128.49 | | 600886 | 国投电力 | -1.56 | ...

分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 投资策略研究 证券研究报告 | 策略点评 2025 年 06 月 04 日 投资要点 粤开市场日报-20250604 今日关注 指数涨跌情况：今日 A 股主要宽基指数全数上涨。截止收盘，沪指涨 0.42%， 收报 3376.20 点；深证成指涨 0.87%，收报 10144.58 点；创业板指涨 1.11%， 收报 2024.93 点；科创 50 涨 0.45%，收报 986.11 点。总体上全天个股涨多跌 少，Wind 数据显示，全市场 3964 只个股上涨，1236 只个股下跌，212 只个股 收平。沪深两市今日成交额合计 11530 亿元，较上个交易日放量 116 亿元。 行业涨跌情况：今日申万一级行业涨多跌少，美容护理、综合、纺织服饰、 通信和轻工制造行业领涨，涨幅分别为 2.63%、2.53%、2.41%、1.79%、1.61%， 仅交通运输、国防军工和公用事业行业下跌，跌幅分别为 0.58%、0.24%、0.12%。 板块涨跌情况：今日涨幅居前概念板块为稀土、稀土永磁、黄金珠宝、乳业、 连板 ...

Stock Performance - Lehui International has achieved 5 consecutive boards in 7 days with a price increase of 10.00% [3] - Youyou Food has recorded 3 boards in 6 days with a price increase of 10.01% [3] - Emei Mountain A has made its first board with a price increase of 10.00% [3] - Jiamei Packaging has also made its first board with a price increase of 10.12% [3] - Chapiapiao has made its first board with a price increase of 10.04% [3] - Yongshuntai has made its first board with a price increase of 10.01% [3] - Ximai Food has made its first board with a price increase of 10.00% [3] Gold Concept - The stock of Old Poo Gold has reached a historical high of 978.5 HKD, with a market value approaching 170 billion HKD, and has increased over 300% this year [4] Solid-State Battery - The solid-state battery sector is experiencing significant catalysts, with multiple conferences scheduled in June, including the 2025 High-Performance Solid-State Battery Technology and Application Summit on June 10 [9] Beauty and Personal Care - The retail sales of cosmetics have increased by 9.8%, significantly higher than the overall retail sales growth of 5.7% in April [13] Digital Currency - The Hong Kong government has officially enacted the "Stablecoin Ordinance," marking a significant regulatory development in the digital currency space [21] Unmanned Vehicles - The unmanned delivery vehicle industry is reportedly growing at ten times the speed of last year, with New Stone's monthly delivery exceeding 1,000 units [24] IP Economy - The stock of Pop Mart, a leading player in the IP economy, has risen over 4%, reaching a new historical high [26] Deep Sea Technology - The Guangdong Provincial People's Congress has announced new regulations to promote high-quality development of the marine economy, focusing on optimizing spatial layout [39] Nuclear Power - Meta has signed a 20-year power purchase agreement with Constellation Energy to buy nuclear power for its data centers, marking a significant collaboration between tech companies and nuclear power [42]

Market Overview - The A-share market experienced a rebound on Wednesday, with the ChiNext Index leading the gains. The Shanghai Composite Index closed at 3376.20 points, up 0.42%, with a trading volume of 446.8 billion yuan. The Shenzhen Component Index closed at 10144.58 points, up 0.87%, with a trading volume of 706.2 billion yuan. The ChiNext Index closed at 2024.93 points, up 1.11%, with a trading volume of 319.5 billion yuan [1]. Sector Performance - The consumer sector showed strong performance, with beauty care and beer concepts leading the gains. Stocks like Lehui International hit the daily limit. Solid-state battery concept stocks also surged, with companies like Chuan Yi Technology reaching the daily limit. The computing power concept stocks rebounded, with Tai Chen Guang rising over 10%. Conversely, the unmanned vehicle concept stocks faced adjustments, with Fu Long Ma nearing the daily limit [2]. Institutional Insights - According to Jifeng Investment Advisory, the market is currently consolidating below the 3400-point level, with policy support and long-term capital inflows expected to drive further upward movement in the A-share market. Investors are advised to buy on dips, focusing on sectors like consumer goods, semiconductors, and robotics that benefit from policy support [3]. - CITIC Construction expressed optimism about strategic metals such as antimony, bismuth, tungsten, and molybdenum, which have shown significant price increases due to resource scarcity and rigid supply. The demand from new energy, new materials, and military industries is expected to continue driving these trends, suggesting a focus on investment opportunities in strategic metals [3]. Market Sentiment - According to Furong Fund, the equity market remains in a volatile range, with fluctuations driven by the relative positions of capital and stock prices. The previously high-performing technology sector has seen a decline in trading volume, but the industry continues to develop positively. The technology sector may be entering a mid-term layout phase, with a focus on AI, semiconductors, and robotics as key growth areas [4].

今日A股三大指数集体收涨。其中，沪指收涨0.42%报3376点，深证成指收涨0.87%，创业板指收涨1.11%。沪深两市全天成交额合计11530.48亿 元，较上一日增量116.38亿元。两市3964股上涨，1236股下跌。 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | O | 3376.20 | +14.23 | 0.42% | | 399001 | 深证成指 | | 10144.58 | +87.41 | 0.87% | | Torono of Sel 399006 | 创业板指 | | 2024.93 | +22.23 | 1.11% | 盘面上，美容护理、稀土永磁、宠物经济、装进珠宝、休闲用品、乳业板块涨幅居前，航空、EDA板块跌幅居前。此外，银行、券商股处于普 涨态势，其中，沪农商行、长沙银行、中信银行、江苏银行、光大银行、北京银行、渝农商行创历史新高。 | 行业热力图 × | 领涨板块 | | | | | | | | | | --- | --- | --- | --- ...

Group 1 - The core viewpoint of the article highlights a significant rise in beauty and personal care stocks, with Nobon Co., Ltd. hitting the daily limit up, indicating strong market interest and investor confidence in this sector [1] - Other companies in the beauty care sector, such as Jieya Co., Ltd., Shuiyang Co., Ltd., and Huaye Fragrance, also experienced notable gains, with increases exceeding 10% [1] - The National Bureau of Statistics reported that the total retail sales of consumer goods in April grew by 5.7% year-on-year, accelerating by 0.5 percentage points compared to March, indicating a positive trend in consumer spending [1] Group 2 - The retail sales of cosmetics specifically increased by 9.8%, significantly outpacing the overall growth rate of consumer goods, suggesting a robust demand for beauty products [1]

FICC日报 | 2025-06-04 股指低开高走，金融板块表现强势 市场分析 特朗普提高关税。国内方面，美方称中方违反日内瓦会谈共识，对此，外交部发言人林剑表示，商务部发言人此 前已就此阐明中方严正立场。日内瓦共识是中美双方在相互尊重、平等协商的原则下达成的。美方在毫无事实根 据的情况下，对中方抹黑指责，出台对华芯片出口管制、暂停对华芯片设计软件销售、宣布撤销中国留学生签证 等极端打压措施，严重破坏日内瓦共识，也损害了中方正当权益。中方对此坚决反对，已提出严正交涉。林剑强 调，施压和胁迫不是同中方打交道的正确方式。我们督促美方尊重事实，停止散布虚假信息，纠正有关错误做法， 以实际行动维护双方达成的共识。海外方面，特朗普宣布将进口钢铁和铝及其衍生制品的关税从25%提高至50%， 该关税政策自美国东部时间2025年6月4日凌晨00时01分起生效。美国从英国进口的钢铝关税仍将维持在25%。 股指上涨。现货市场，A股三大指数低开高走，上证指数涨0.43%收于33631.98点，创业板指涨0.48%。行业方面， 板块指数涨多跌少，美容护理、纺织服饰、银行行业领涨，家用电器、钢铁、煤炭行业跌幅居前。当日沪深两市 成交 ...