（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 ...

6月18日，A股午后拉升翻红，科创50指数表现强势；港股走势疲弱，两大股指均跌超1%。 具体来看，A股主要股指早盘窄幅震荡，午后发力上扬，科创50指数一度涨近1%。截至收盘，沪指微涨0.04%报3388.81点，深证成指涨0.24%报10175.59点，创 业板指涨0.23%报2054.73点，科创50指数涨0.53%，沪深北三市合计成交12219亿元，较此前一日减少约150亿元。 场内近3500股飘绿，地产、医药、券商、保险等板块走低；稀土概念回落，中科磁业跌超12%，宁波韵升跌停；半导体板块拉升，大为股份涨停，源杰科技涨近 10%；银行板块上扬，成都银行、北京银行、浦发银行等创出新高；PCB概念爆发，逸豪新材、科翔股份20%涨停，则成电子、生益电子创出新高；军贸概念活 跃，长城军工涨停，中航成飞等涨逾4%。 PCB概念爆发 PCB概念盘中走势强劲，截至收盘，逸豪新材、科翔股份20%涨停，则成电子涨超19%，生益电子涨超16%，大为股份、沪电股份等亦涨停。值得注意的是，则成 电子、生益电子盘中均创出新高。 | 代码 | 名称 | · 张幅% | 现价 | 涨跌 | 头价 | 卖价 | 总量 | | --- ...

一、行情回顾 市场全天探底回升，三大指数小幅上涨。算力硬件股集体走强，PCB、CPO等方向领涨，逸豪新材、科翔股份、沪电股份等多股涨停。银行股震荡走强，农 业银行、浦发银行、成都银行等多股创历史新高。存储芯片板块午后拉升，大为股份涨停。军工股震荡走高，北方长龙20CM涨停。AI眼镜概念股持续活 跃，比依股份涨停。下跌方面，创新药概念走低，广生堂跌超10%；稀土永磁板块下挫，中科磁业跌超10%。个股跌多涨少，沪深京三市超3400股飘绿，今 日成交1.22万亿。 二、当日热点 1.PCB板 PCB板今日大涨，中京电子、逸豪新材、沪电股份等多股涨停。胜宏科技市值突破千亿。 据Prismark预测服务器PCB市场规模24-29年CAGR达11.6%至189亿美元，将成为PCB第一大应用领域。AI服务器的持续迭代升级对数据高速传输的性能要求 推动PCB朝着高阶HDI方向加速升级，而HDI阶数的提升将进一步加大行业对高阶产能的需求，据Prismark预计，AI/HPC服务器PCB市场规模23-28年CAGR 高达32.5%至32亿美元。在全球算力需求保持旺盛的背景下，技术进步加速，高端PCB产能的供给中长期将保持紧张态势 ...

Group 1 - The core viewpoint of the articles indicates a strong performance in the stock market, particularly in the 连板股 (consecutive limit-up stocks), with a晋级率 (advancement rate) of 70% [1] - A total of 40 stocks hit the limit-up today, with 11 consecutive limit-up stocks, including 7 stocks achieving three consecutive limit-ups or more [1] - The PCB sector is accelerating upward, with stocks like 沪电股份 (Hu Dian Co.) hitting the limit-up, and 生益电子 (Shengyi Technology) and 胜宏科技 (Shenghong Technology) reaching historical highs [1] Group 2 - Among the stocks with three consecutive limit-ups, 5 out of 5 successfully advanced, including 协鑫能科 (GCL-Poly Energy) and 山东墨龙 (Shandong Molong) [2] - The advancement rate for stocks moving from 2 to 3 consecutive limit-ups is 40%, with 邦基科技 (Bangji Technology) being a notable mention [2] - The overall market sentiment remains weak, with over 3,400 stocks declining, despite the strong performance of certain sectors [1]

新华财经北京6月18日电（罗浩）沪深两市三大股指18日普遍小幅低开，各股指盘初冲高回落，早盘盘 中窄幅整理，至午间收盘时普遍小幅下跌。 盘面上，酿酒板块和石油板块在盘初涨幅靠前，军工板块和PCB板块表现强势，MicroLED、元器件、 科创板次新、银行等板块亦有显著上涨。虫害防治、稀土永磁、CRO概念等板块跌幅靠前。 至午间收盘时，上证指数报3380.47点，跌幅0.20%，成交额约2728亿元；深证成指报10136.51点，跌幅 0.15%，成交额约4702亿元；创业板指报2042.61点，跌幅0.36%，成交额约2305亿元；科创综指报 1170.60点，跌幅0.10%，成交额约457亿元；北证50指数报1386.37点，跌幅1.15%，成交额约198亿元。 机构观点 中信证券：核聚变当前正处于投资加速的过程中，中美均大力发展，核聚变将迎来新一轮加速发展期。 从投资逻辑看，磁体、堆内构件占反应堆成本分别为28%/17%，属于资本开支的核心环节。认为当前处 于聚变产业链密集招标阶段，核心组件充分受益，推荐超导磁体、堆内构件环节的公司。 中国银河证券：国家"稳增长、稳股市"、"提振资本市场"的政策目标仍将持续 ...