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每日投资策略-20250912
Zhao Yin Guo Ji· 2025-09-12 05:43
Global Market Overview - The Hang Seng Index closed at 26,086, down 0.43% for the day but up 30.04% year-to-date [1] - The Shanghai Composite Index rose by 1.65% to 3,875, with a year-to-date increase of 15.62% [1] - The US markets saw the Dow Jones increase by 1.36% to 46,108, with a year-to-date gain of 8.38% [1] Sector Performance - In the Hong Kong market, the healthcare, energy, and consumer discretionary sectors led the decline, while materials, utilities, and industrials saw gains [3] - The semiconductor and rare metals sectors performed notably well, with significant inflows from southbound funds amounting to HKD 189.89 billion [3] Economic Indicators - The European Central Bank (ECB) maintained interest rates and revised down its inflation forecast for 2027 to 1.9% [3] - The US Consumer Price Index (CPI) showed a month-on-month increase of 0.4% and a year-on-year increase of 2.9%, aligning with market expectations [3] Investment Recommendations - Geely Automobile is rated as a "Buy" with a target price of HKD 25.00, representing a potential upside of 33% [4] - Luckin Coffee is also rated as a "Buy" with a target price of USD 44.95, indicating a 19% upside [4] - Semiconductor companies like Horizon Robotics and Beike Micro are rated as "Buy" with target prices of HKD 12.30 and HKD 93.00, respectively, showing potential upsides of 19% and 76% [4]
发生了什么?芯片股大爆发!20cm涨停
中国基金报· 2025-09-12 05:43
【导读】 A股三大指数涨势分化,芯片半导体板块活跃,有色金属、地产股掀"涨停潮" 中国基金报记者 张舟 经历了昨日的强势上涨行情后, 9月 12 日上午,A股三大股指 呈现震荡态势 。截至午间收盘,沪指报38 85.17 点, 涨0.25 % ; 深证 成指 涨0.16 %,创业板指 涨0.51 %。 截至上午港股收盘,阿里巴巴报151.8港元/股,最新市值为2.9万亿港元。隔夜美股市场上,阿里巴巴收涨8%,报155.44美元/股。 消息面上,The Information援引四名直接知情人士的消息称,阿里巴巴和百度已开始使用自主设计的芯片训练其AI模型,部分替代了英伟 达生产的芯片。 芯片、半导体板块持续活跃 9月12日上午,芯片、半导体概念板块活跃。科创芯片指数、芯片产业指数涨逾1%,消费电子指数涨1.3%。服务器概念指数涨近3%, GPU概念指数大涨2.62%。 沪深两市半日成交额为1. 63 万亿元, 较 上个交易 日增加1511亿元 。个股跌多涨少,市场共 2164 只个股上涨, 57 只个股涨停, 3082 只个股下跌。 从板块看, 芯片、半导体概念板块继续领涨市场,有色金属、贵金属、稀土板块大涨 ...
今日沪指涨0.24% 房地产行业涨幅最大
证券时报·数据宝统计,截至上午收盘,今日沪指涨0.24%,A股成交量1024.16亿股,成交金额16487.49 亿元,比上一个交易日增加10.20%。个股方面,2161只个股上涨,其中涨停56只,3080只个股下跌, 其中跌停5只。从申万行业来看,房地产、有色金属、钢铁等涨幅最大,涨幅分别为2.87%、2.60%、 2.43%;综合、通信、美容护理等跌幅最大,跌幅分别为1.83%、1.17%、0.79%。(数据宝) | 食品饮料 | | | | 酒鬼酒 | | | --- | --- | --- | --- | --- | --- | | 美容护理 | -0.79 | 37.19 | 11.83 | 上海家化 | -3.37 | | 通信 | -1.17 | 1084.93 | -9.29 | 天孚通信 | -5.98 | | 综合 | -1.83 | 53.31 | -8.15 | 东阳光 | -5.72 | 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 (文章来源:证券时报网) 今日各行业表现(截至上午收盘) | 申万行业 | 行业涨跌(%) | 成交额(亿元) | 比上日(%) | 领 ...
沪指盘中创阶段新高,A500ETF易方达(159361)、沪深300ETF易方达(510310)等助力布局A股核心资产
Sou Hu Cai Jing· 2025-09-12 05:25
| 该指数由在港上市中国内地企 业中50只市值大、成交活跃的 | 截至午间收盘 | 该指数 | 该指数自2002年 | | --- | --- | --- | --- | | 股票组成,指数行业覆盖较为 | 该指数涨跌 | 滚动市盈率 | 以来估值分位 | | 广泛,可选消费、金融、信息 技术、能源行业合计占比超 | 1.6% | 10.7倍 | 65. 5% | | 85% | | | | 今日早盘市场走势分化,沪指盘中一度冲高至3892点,创下阶段新高,全市场半日成交额16487亿元, 较上日半天放量1526亿元,板块题材方面,有色金属、存储芯片、房地产、钢铁板块涨幅居前,白酒、 游戏、光伏设备、CRO概念股跌幅居前;港股全线走强,科技股延续近期涨势,医药股强势反弹。截 至午间收盘,中证A500指数上涨0.1%,沪深300指数上涨0.02%,创业板指数下跌0.5%,上证科创板50 成份指数上涨0.6%,恒生中国企业指数上涨1.6%。 每日经济新闻 ...
房地产板块午后活跃 香江控股等多股涨停
Xin Lang Cai Jing· 2025-09-12 05:16
9月12日午后,房地产板块表现活跃。香江控股、荣盛发展、新大正等多股涨停。特发服务涨超6%,金 融街涨逾5%。 ...
A股午评:沪指涨0.24%续创10年新高,创业板指跌0.52%北证50指数跌1.26%,有色金属、黄金领涨!超3000股下跌,成交16487亿放量1526亿
Ge Long Hui· 2025-09-12 04:29
Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index rising by 0.24% to 3884.71 points, marking a new high since August 19, 2015 [1] - The Shenzhen Component Index increased by 0.15%, while the ChiNext Index fell by 0.52%, and the North Star 50 Index dropped by 1.26% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.6487 trillion yuan, an increase of 152.6 billion yuan compared to the previous day, with over 3000 stocks declining [1] Sector Performance - The non-ferrous metals and gold sectors performed strongly, with Electric Alloy (300697) rising over 16%, and several companies including Shengda Resources and Yuguang Gold & Lead hitting the daily limit [3] - The steel sector saw a rally near noon, with Hualing Steel (000932) touching the daily limit and other companies like Shougang Co. and New Steel Co. rising over 5% [3] - The real estate sector strengthened, with companies such as Xiangjiang Holdings and Rongsheng Development hitting the daily limit, indicating improved confidence in quality real estate companies [3] Chip and Beverage Sector - The storage chip sector also saw gains, with companies like Kaipu Cloud and Dongxin Co. rising over 10%, and Demingli hitting the daily limit, following a significant increase of over 7.5% in major storage manufacturer Micron [4] - Conversely, the liquor sector faced declines, with Guizhou Moutai (000799) dropping over 3% and Shede Liquor (600702) falling over 2% [4] - Brokerage stocks generally declined, with Guohai Securities (000750) down over 2%, and other firms like Pacific Securities and Tianfeng Securities falling over 1% [4]
多策齐发、密集优化!住房金融工具加大支持力度 楼市呈现多维度积极变化
Yang Shi Wang· 2025-09-12 04:18
央视网消息:8月份以来,北京、上海、深圳等一线城市楼市新政纷纷落地。在有条件放开限购的同时,还从取消限售、发放购房补贴等多个 角度出台优化调整措施。从市场反馈来看,各地新房市场近期出现温和回暖的态势。 9月第一周,深圳发布了楼市新政,涉及优化分区住房限购政策、优化调整企事业单位购买商品住房政策以及优化调整个人住房信贷政策等内 容。 记者从北京住房公积金管理中心了解到,截至9月5日,北京住房公积金管理中心共受理了3695笔业务,较新政发布之前增长34%。 上海市房管局数据显示,截至9月2日,上海在售项目日均签署定金合同量比政策出台前水平增加63%。 随着各地楼市新政的先后落地,不仅进一步激活了新房市场,二手房市场的成交量和活跃度也有了明显回升。 记者来到位于深圳市宝安区的一家房地产中介门店,负责人表示9月5日新政出台当晚,线上咨询和预约看二手房的人数就有所增长。 在新政出台后的首个周末,记者在多个新房楼盘看到,各楼盘的咨询、到访和成交量都有大幅度的增长,有的楼盘周末两天到访超500批客 户。深圳罗湖区这个新开的楼盘,将营业结束时间由晚上7时延迟到了10时。 8月8日,北京出台楼市新政,明确符合条件家庭在北京市五 ...
沪指,再创阶段新高
财联社· 2025-09-12 03:43
板块方面 ,有色金属、房地产、存储芯片等板块涨幅居前, 电池、白酒、游戏等板块跌幅居前。截至收盘,沪指涨0.24%,深成指涨 0.16%,创业板指跌0.52%。 下载财联社APP获取更多资讯 从板块来看, 有色金属概念股集体大涨, 北方铜业、盛达资源等多股涨停。芯片概念股表现活跃,芯原股份涨停。房地产板块震荡反弹, 荣盛发展涨停。下跌方面,电池概念股出现分化,先导智能大跌。 准确 快速 权威 专业 今日A股早盘冲高回落,三大指数涨跌不一, 沪指再创阶段新高。 沪深两市半日成交额1.63万亿,较上个交易日放量1503亿。盘面上热点较为杂 乱,全市场超3000只个股下跌。 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...
午评:沪指半日涨0.24% 金属板块集体上涨
Zhong Guo Jing Ji Wang· 2025-09-12 03:42
中国经济网北京9月12日讯 三大指数早盘涨跌不一,截至午间收盘,上证指数报3884.71点,涨幅0.24%;深证成指报12999.45点,涨幅0.15%;创业板指 报3037.83点,跌幅0.52%。 | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量 (万手) ▼ 总成交额 (亿元) ▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌逐 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 工不等寓 | 3.80 | 4591.57 | 451.42 | 31.68 | ਦੇਤ | ব | | 2 | 串等属 | 2.59 | 801.58 | 144.95 | 5.72 | 10 | 1 | | ന | 房地产 | 2.33 | 4595.06 | 240.55 | 19.29 | 77 | 10 | | ব | 钢铁 | 2.22 | 2706.18 | 105.79 | 18.01 | 38 | ഗ | | 5 | 黑色家电 | 1.95 | 425.79 | 40.95 | -1.23 | 6 | വ | | ଚ | 小ぞ屋 | ...
A股“最惨”板块跌麻了,什么情况?
Core Viewpoint - Despite the overall upward trend in the A-share market, many low-priced stocks have declined, with some falling below the 1 yuan face value, indicating market differentiation and the ongoing process of resource optimization [1][2]. Group 1: Market Performance - The A-share market has seen significant growth, with the average stock price reaching 26.15 yuan and the median at 16.28 yuan as of September 11 [1]. - There are currently 28 stocks priced below 2 yuan, with an average decline of 1.48% since August, while major indices like the Shanghai Composite Index and Shenzhen Component Index have risen by 8.45% and 17.89%, respectively [2]. Group 2: Characteristics of Low-Priced Stocks - All 28 stocks priced below 2 yuan are from the main board, with no representation from the ChiNext, Sci-Tech Innovation Board, or Beijing Stock Exchange [3]. - The real estate sector dominates this group, with 7 stocks, followed by construction decoration, steel, and basic chemicals, each with 3 stocks [3]. - The majority of these low-priced stocks are small to mid-cap, with 16 stocks having a market capitalization below 10 billion yuan, and only 1 stock exceeding 50 billion yuan [3]. Group 3: Financial Performance - More than half of the low-priced stocks have reported a decline in revenue for the first half of the year, with 15 stocks showing a year-on-year decrease [3]. - Over 60% of these stocks have also experienced a drop in net profit attributable to shareholders [3]. Group 4: ST Stocks and Risks - A significant portion of the low-priced stocks, 13 out of 28, are ST (Special Treatment) stocks, indicating serious financial issues [4]. - Companies like *ST Gao Hong and *ST Su Wu are facing severe risks, including potential delisting due to fraudulent activities and financial mismanagement [4].