A股三大指数午后集体跳水，截至收盘，沪指跌0.94%，深成指跌0.85%，创业板指跌1.18%，北证50指 数跌1.35%。全市场成交额11826亿元，较上日放量429亿元。全市场4000只个股下跌。 板块题材上，可控核聚变、创新药、贵金属板块领涨；兵装重组、港口航运板块跌幅居前。 盘面上，可控核聚变概念涨幅居前，王子新材（002735）、哈焊华通（301137）、雪人股份 （002639）、融发核电（002366）涨停。医药股持续活跃，海辰药业（300584）、众生药业 （002317）、先达股份（603086）、塞力医疗（603716）涨停。机器人概念股反弹，赛力斯 （601127）、沃特股份（002886）涨停，东土科技（300353）涨超10%，港口航运概念领跌，南京港 （002040）、连云港跌停，宁波海运（600798）跌超5%；电力概念跌幅居前，湖南发展（000722）、 西昌电力（600505）跌停。 暗盘资金流向曝光！提前捕捉庄家建仓信号>> 热点概览： 涨停天梯榜： 【5连板】 滨海能源（000695）。 【3连板】 永安药业（002365）、汇得科技（603192）。 【2连板】 烽火电 ...

智通财经5月23日电，指数冲高回落，深成指午后回落翻绿，创业板指跌超0.1%，沪指回落跌近 0.25%。港口航运、游戏、电力等板块跌幅居前，沪深京三市下跌个股近2800只。 三大指数全部翻绿 ...

各位朋友中午好！这里是帮主郑重的午评时间。今儿这盘面有点"温水煮青蛙"的意思，三大指数晃悠着往上爬，创业板指算是相对精神点儿，半日涨了 0.48%，沪指跟深成指就显得有点磨磨蹭蹭，分别涨了0.08%和0.50%，倒是北证50指数挺带劲儿，涨了1.57%，看来小盘股今儿有点活跃。 再看看跌得惨的板块，港口航运和电力算是今儿的"难兄难弟"。南京港直接跌停，连云港、宁波海运跌超5%，港口股最近受运价波动和外围消息影响， 有点抬不起头；电力板块里，乐山电力、湖南发展、西昌电力跌超5%，可能跟近期煤炭价格波动和夏季用电预期提前兑现有关，中长线来看这些板块有 周期性，跌下来或许是蹲坑的机会，但得耐得住性子。 跟大家扯两句题外话啊，现在这市场就像打太极，涨得不急不躁，跌得也不慌不忙，特别考验咱们中长线投资者的心态。手里有底仓的朋友，遇到这种 震荡行情可以稍微动点小脑筋，比如盯着强势板块里的核心标的，别轻易被日内波动晃下车。像医药股这种突然走强的板块，要是你之前有布局，今儿 冲高可以减点仓落袋，但底仓得留好，说不定后面还有戏；要是没赶上的也别着急追，等回调的时候再找机会更稳妥。 最后提醒一句，现在量能没放出来，市场还在磨底阶 ...

Market Overview - The market experienced a morning rebound with strong performances from the Shenzhen Component Index and the ChiNext Index, driven by sectors such as controllable nuclear fusion and AI healthcare [1][1][1] - The overall trading volume for the morning session reached 661.2 billion [1] Sector Performance - Leading sectors included controllable nuclear fusion, AI healthcare, innovative pharmaceuticals, and automotive manufacturing, all showing significant gains [1][1] - Conversely, the shipping and port sector continued to decline, with Nanjing Port hitting the daily limit down [1][1] Stock Movement - A total of 3,157 stocks rose, with 44 hitting the daily limit up, while 1,708 stocks fell, with 3 hitting the daily limit down [1][1][1] - The market saw a board explosion rate of 31%, with 17 stocks experiencing this phenomenon [1]

Group 1 - Nanjing Port's stock experienced significant volatility, with a closing price increase of 7.21% after a series of trading days marked by extreme fluctuations, including a total trading volume of 16.46 billion yuan and a turnover rate of 27.28% on the latest trading day [1] - The stock price of Nanjing Port increased by a cumulative 103.09% over eight trading days from May 13 to May 22, which triggered a notice of severe abnormal trading fluctuations from the company [1] - The company primarily engages in the unloading and storage services of crude oil, refined oil, liquid chemical products, containers, and general cargo, with its subsidiary focusing on container services without direct involvement in import and export trade [1] Group 2 - During the period of severe stock price fluctuations, Nanjing Port recorded a total trading volume of 67.98 billion yuan and a cumulative turnover rate of 126.24%, with retail investors accounting for 59.74% of the purchases [2] - Notable speculative trading activity was observed, with significant buying and selling from well-known trading groups, including a specific instance where a prominent trading seat purchased approximately 29.84 million yuan worth of shares [2] - The shipping and port sector showed mixed performance, with Nanjing Port rising by 7.21%, while other ports like Xiamen Port and Ningbo Ocean experienced declines of 5.8% and 5.71%, respectively [2]

Market Overview - A-shares experienced adjustments with the three major indices declining, while bank stocks such as Shanghai Pudong Development Bank, Jiangsu Bank, and Chengdu Bank reached historical highs [1] - The Shanghai Composite Index closed at 3380.19, down 0.22%, the Shenzhen Component Index at 10219.62, down 0.72%, and the ChiNext Index at 2045.57, down 0.96% [2] Sector Performance - Bank, gaming, military electronics, and insurance sectors showed strong performance, while sectors like beauty care, sugar substitutes, solid-state batteries, and pet economy faced significant declines [1] Stock Highlights - Nanjing Port opened at the daily limit down but later surged to touch the daily limit up, closing with a 7.21% increase and a trading volume of 1.646 billion yuan, marking an 8-day streak with 6 limit-up days and a cumulative increase of over 100% [1][6] - The port and shipping stocks saw a partial rebound, with Chongqing Port hitting the daily limit up [4] AI Sector Developments - The AI agent concept gained traction, with Kunlun Wanwei's stock surging to a daily limit up, closing with a trading volume exceeding 5.3 billion yuan [7] - Kunlun Wanwei launched the Skywork Super Agents, which utilizes AI architecture and deep research technology to generate various types of content [9][10] - In Q1 2025, Kunlun Wanwei reported a revenue of 1.764 billion yuan, a year-on-year increase of 46.07%, but incurred a net loss of 769 million yuan [10]

联想集团公告，截至2025年3月31日的年度业绩显示，公司权益持有人应占溢利同比增长37%至13.84亿 美元，收入同比增长21%至690.77亿美元，创历史第二高。智能设备业务集团收入及溢利分别同比增长 13%及14%，基础设施方案业务集团收入同比增长63%，减少1.8亿美元亏损，于下半年转亏为盈。方案 服务业务集团已连续第四年实现创纪录的收入和溢利。董事会建议派发截至2025年3月31日止年度之末 期股息，每股30.5港仙。 *ST锦港（600190）公告，公司收到中国证监会辽宁监管局《行政处罚及市场禁入事先告知书》，显示 公司2020年至2023年年度报告连续4年存在虚假记载，触及重大违法强制退市情形。公司股票已于2025 年5月6日起被实施重大违法类退市风险警示。公司2024年度经审计的期末净资产为负值，且2024年度财 务报表被出具无法表示意见的审计报告，触及财务类退市情形。此外，公司存在违规对外提供担保且未 能在1个月内完成整改的情形，以及公司披露的2018年至2021年年度报告存在虚假记载，触及其他风险 警示情形。公司股票已被上交所叠加实施其他风险警示。公司存在流动性风险，部分账户被冻结，且有 ...

盘面上，固态电池概念股回调，宠物经济、美容护理、港口航运、养殖板块跌幅居前。银行股逆势走 强，多股股价再创新高；军工电子、保险、汽车、游戏股走高。 2025.05. 22 本文字数：693，阅读时长大约2分钟 5月22日，三大指数涨跌不一。截至午间收盘，沪指平盘，报3387.63点，深成指报10264.93点， 跌0.28%，创业板指报2056.22点，跌0.44%。北证50指数跌4.38%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3387.63 | 10264.93 | 1414.94 | | +0.05 0.00% | -29.30 -0.28% -64.86 -4.38% | | | 科创50 | 创业板指 | 万得全A | | 995.45 | 2056.22 | 5142.41 | | -0.04 0.00% | -9.17 -0.44% -12.72 -0.25% | | 总体来看，个股呈普跌态势，下跌个股超4100只。 机构观点 中国银河证券表示，存贷款非对称降息落地，银行息差企稳有支撑。一季度银行业绩虽有所波动，但 近期一揽子金融政策出台，结 ...

截至发稿，韩国综合指数、日经225指数跌幅分别为0.74%、0.69%。 | | 亚太市场(AP) | | | --- | --- | --- | | 泰国SET指数 | 1179.81 с | -0.78% | | 韩国KOSPI200 | 346.47 d | -0.83% | | 韩国综合指数 | 2606.06d | -0.74% | | 韩国KOSDAQ | 718.23d | -0.74% | | 日经225 | 37040.85d | -0.69% | | 富时马来西亚综指 | 1536.49 | -0.54% | | 富时新加坡海峡指数 | 3864.67 | -0.46% | | MSCI大平洋地区 | 3275.76 | -0.42% | 5月22日，亚太股市全线低开，而黄金再次飙涨。 港股低开，截至发稿，恒指跌0.4%。小鹏汽车涨近10%，公司昨日披露业绩与指引均好于预期；微博涨近3%，公司Q1归属股东净利润同比增长 116.36%。 A股三大指数均飘绿。化学原料板块短线走低，中毅达跌停。高位股调整，南京港跌停，苏州龙杰、连云港、百利电气、成飞集成等大幅低开。 富时中国A50指数期货直线 ...

Summary of Conference Call Notes Industry Overview - The conference call focuses on the port shipping industry, particularly the impact of US-China tariff adjustments on export volumes and market dynamics [1][4][5]. Key Points and Arguments 1. **Impact of Tariffs on Export Volumes** - Initial US-China tariff increases led to a significant reduction in container export volumes to the US, with declines ranging from 30% to 50% [1][4]. - Despite this, overall financial export amounts and port throughput remained positive due to preemptive shipping activities [1][4]. 2. **Regional Differences in Impact** - Northern ports were more adversely affected than southern ports, primarily due to differences in export product structures, with northern exports being more reliant on low-value raw materials [1][7][8]. 3. **Response of Shipping Companies** - Shipping companies adjusted capacity by skipping ports and reducing service frequency to maintain load factors and freight rates, with some capacity redirected to European and South American routes [1][9][13]. 4. **Market Reactions to Tariff Adjustments** - Following tariff reductions, there was a surge in inquiries and bookings from US importers, indicating a positive outlook for export volumes [1][12][14]. - By the end of May, US shipping capacity was nearly fully booked, supporting an increase in freight rates [1][14]. 5. **Future Market Outlook** - The sustainability of the current shipping market conditions will depend on tariff policy expectations in the next 90 days, influencing whether companies will continue large-scale production and exports [2][15][17]. - The upcoming holiday season is traditionally a peak period, and companies are preparing for increased orders and production [15]. 6. **Transshipment Trade Performance** - Transshipment trade remained stable, with no significant increase in shipping rates on Southeast Asian routes, as companies were cautious due to origin policy risks [1][10]. 7. **Long-term Industry Trends** - Tariff tensions may drive growth in Southeast Asian markets, as companies adapt their overseas production capabilities to mitigate impacts [16]. - The structural growth trend in container shipping markets is expected to continue, driven by shifts in production and supply chains [16]. Other Important Insights - The conference highlighted the importance of monitoring policy changes and market indicators to assess the ongoing impact of tariffs on the shipping industry [6][17]. - The differences in export product structures between northern and southern ports were emphasized as a critical factor in understanding regional impacts [7][8]. - The call also noted that large retailers operating under FOB terms showed resilience, continuing exports despite tariff increases [17].