新华财经北京5月7日电（王媛媛） 5月6日，A股市场在多重利好催化下迎来"开门红"，可控核聚变概念 板块成为当日最大亮点。截至收盘，板块指数单日涨幅达6.3%。其中，中洲特材、久盛电气以20%的涨 幅涨停，海陆重工、雪人股份、合锻智能、永鼎股份等10%涨幅涨停，鑫宏业、哈焊华通、常辅股份、 爱科赛博等均涨超10%。 分析认为，可控核聚变或为人类能源终极解决方案，未来商业化发展前景广阔，近年来国内外可控核聚 变项目持续推进，商业化进程有望加速，"政策-产业-资本"有望共振，产业链或受益。 技术突破：BEST装置总装启动 据合肥新闻联播5月1日报道，正在建设中的"国之重器"——合肥紧凑型聚变能实验装置（BEST）项目 工程总装工作比原计划提前两个月，在聚变堆主机关键系统综合研究设施园区正式启动。 新华网报道称，总装工作是BEST装置建造过程中最关键的环节之一，要将包括超导磁体系统、磁体馈 线系统、杜瓦、冷屏、包层以及偏滤器等在内的聚变堆"心脏"部件精确安装至主机基坑内。项目建成后 将开展燃烧等离子体物理前沿科学研究，演示聚变发电。 公开资料显示，可控核聚变是指在人工控制条件下，通过持续、稳定的核聚变反应释放能量的 ...

Market Overview - A-shares experienced a strong opening after the "May Day" holiday, with the Shanghai Composite Index regaining the 3300-point level, and the ChiNext Index leading the gains [1][2] - The three major indices opened higher, with the Shanghai Composite Index up 0.49%, the Shenzhen Component Index up 0.75%, and the ChiNext Index up 0.97% [1] - By midday, the Shanghai Composite Index had risen by 0.94%, surpassing 3300 points, and trading volume reached 849.3 billion yuan, an increase of 135.3 billion yuan compared to the previous trading day [1][2] Sector Performance - The controlled nuclear fusion sector saw significant gains, with multiple stocks hitting the daily limit up, driven by positive news from the International Thermonuclear Experimental Reactor (ITER) organization [4] - The rare earth sector also performed strongly, with prices of some rare earth metals soaring over 200%, leading to substantial gains in related stocks [2][4] - The precious metals sector had 68 related stocks closing higher, with gold prices reaching new highs, further boosting the performance of gold-related stocks [3] Investment Trends - Institutional investors are favoring technology growth stocks, with a focus on sectors such as AI, robotics, and semiconductor equipment, indicating a shift towards technology-driven investment opportunities [5][6] - The consumer sector is also showing strong profit potential, particularly in areas benefiting from domestic consumption policies, such as tourism and beverages [6] - Analysts suggest a continued upward trend for A-shares post-holiday, with expectations of a "catch-up" rally in the market [6]

今天A股高开高走，走势稳定，是最让股民满意的一天，上证指数涨1.13%，深证成指涨1.84%，创业板指涨1.97%，沪指又回到了3300点之上，报3316点， 超4900只个股上涨，三市成交额达1.36万亿，较昨日增加1713亿元，量能放大，个股普涨，涨停个股145只，赚钱效应明显提起来。 节假日外围股市普涨，港股涨，人民币升值960点，关税谈判的新动向，以及五一假期政策利好推动，都是今天开盘带动A股上涨的因素。虽然涨势喜人， 但大部分个股都是超跌反弹的，后续能不能持续就得谨慎观察了，所以大家还是要保持清醒头脑来看待明天的交易。 板块方面： 可控核聚变，中洲特材，九盛电气20cm涨停。5月1日。合肥紧凑型聚变能实验装置项目工程总装工作正式启动。这可是个实质性的利好，未来能源的最终 方向，今天再次涨停，能否带动整个热情，就看明天能否持续。 稀土永磁，华阳新材，盛和资源涨停。中国对稀土出口限制，稀土涨价，缅甸地震限制了进口数量，机器人进入量产需要消耗大量稀土材料，都是该板块涨 起来的推力，叠加机器人的热点，估计明天还会持续爆发涨停潮。 鸿蒙概念股，岩山科技一类股前期上涨回调后开始反弹涨停，鸿蒙pc版即将亮相，华为 ...

孟夏携雷捷报传，沪指重攀云汉边。 万亿成交添异彩，五千个股绽新妍。 聚能星火开新纪，算网鸿蒙拓宇天。 长线旌旗风正劲，牛途赤焰照坤乾。 市场解析： 今天市场放量走强，沪指突破3300点，能否一鼓作气出现连阳行情？从技术面分析来看，沪指日线级别 今天突破了长期趋势带的压力，这一信号非常重要。在我们的体系中，趋势是大前提，目前日线级别趋 势已开始出现由弱转强的信号，未来相对乐观。 不过，目前连阳上涨的概率不高。沪指60分钟、90分钟、120分钟级别均出现了黄色圆圈，代表筑顶信 号，信号强度不算弱，行情可能面临短期高点。 成交量方面，两市成交额不到1.4万亿，不满足连续进攻的条件。如果接下来能达到1.7万亿以上的级 别，才可能呈现持续进攻的状态。 接下来我们要密切注意两点： 一、短周期的见顶信号（绿色向下箭头）能否出现； 二、市场能否继续放量。如果见顶信号出现且市场放量不明显，行情可能维持震荡上行，呈现一步三回 头的走势，短线压力区在3320至3350点。 操作上，根据目前的信号来看，短期没必要追涨，耐心等待接下来行情调整时的低吸机会。 板块方向 节前我们就分析过，5月如果有行情，大概率是科技的天下，今天盘面表现确 ...

老铁们，这里是帮主郑重每天的收评时间。今儿这行情，沪指一鼓作气冲回3300点，创业板指涨近2%，两市近5000只股票翻红，跟过年放鞭炮似的噼里啪 啦。不过别急着举杯，帮主这就带您扒开热闹，看看这波行情的"里子"到底有多厚实。 1. 量能是关键：今天成交1.34万亿，比节前放量1600多亿，但北向资金才净流入几十亿，说明主力还在试探。就像烧水，现在刚到80度，得看后面有没有持 续加热。 科技三剑客：政策东风+产业爆发，这次真不一样？ 要说今儿最抢眼的，还得是可控核聚变、稀土永磁、脑机接口这"科技三剑客"。可控核聚变板块直接炸锅，中州特材、久盛电气20cm涨停。这可不是瞎炒 概念——合肥紧凑型聚变能实验装置（BEST）提前两个月启动总装，相当于给行业装上了"政策涡轮增压"。您知道这意味着啥吗？中国聚变能发电首次进 入工程验证阶段，这就好比当年光伏产业刚起步时，谁能想到今天隆基能成巨头？ 稀土板块也不含糊，华阳新材、盛和资源这些票涨停。背后逻辑其实就两件事：一是缅甸地震卡住了中重稀土进口，二是特斯拉人形机器人量产在即，每台 机器人得用2-4公斤高性能钕铁硼。更狠的是，稀土价格最近涨得跟坐火箭似的，欧洲镝价两周翻两倍 ...

Core Viewpoint - A-shares experienced a strong start in May, with all three major indices rising over 1%, indicating increased market activity and investor interest [1][5] Group 1: Market Performance - After the May Day holiday, the Shanghai Composite Index broke through the 3,300-point mark, reaching a new high of 3,316 points for the year [1] - The total trading volume in the two markets reached 1.34 trillion yuan, a significant increase of 166.8 billion yuan compared to the previous trading day, reflecting enhanced liquidity and market engagement [1] - Various sectors saw significant gains, including controlled nuclear fusion stocks and robotics, with multiple stocks hitting the daily limit [1] Group 2: Seasonal Trends - Historical data from 2010 to 2024 shows a pattern of "weak April, not poor May, and recovery in July" for A-shares, indicating a cyclical trend in market performance [2] - The average performance for May from 2010 to 2024 shows fluctuations, with some years experiencing declines while others saw gains, suggesting a complex seasonal behavior [2] Group 3: Policy and Economic Environment - The market is expected to benefit from a dual drive of policy and liquidity, with fiscal measures such as long-term bonds and accelerated equipment renewal policies being implemented [5] - Monetary policy expectations are shifting towards easing, with a return of the D0 0 7 interest rate to policy levels, creating a more favorable liquidity environment [5] Group 4: Sector Focus - The focus for May is on consumer and technology sectors, with an emphasis on domestic consumption and tech growth as key investment areas [7] - Consumer sectors, particularly food and beverage, are expected to benefit from easing cost pressures and recovering consumption scenarios, with retail and dining sales during the May Day holiday increasing by 6.3% year-on-year [7] - The pharmaceutical and biotechnology sectors are highlighted as defensive investment choices, supported by policy initiatives and improved earnings, with Q1 profits growing by 18% year-on-year [7]

Market Performance - A-shares experienced a comprehensive rise after the "May Day" holiday, with the Shanghai Composite Index increasing by 1.13% to 3316.11 points, the Shenzhen Composite Index rising by 2.25%, and the ChiNext Index surging by 2.75% [1] - The total trading volume across A-shares reached 1.3644 trillion yuan, significantly higher than the 1.1931 trillion yuan recorded on the last trading day before the holiday [1] Sector Performance - Sectors such as controllable nuclear fusion, Huawei HarmonyOS concept stocks, superconductors, rare earths, precious metals, general equipment, and communication equipment showed relatively strong performance [1] - The banking sector was one of the few to experience a slight decline, while the tourism sector saw minor increases, indicating weaker performance compared to other sectors [1] Economic Indicators - During the holiday, 314 million domestic trips were made, representing a year-on-year increase of 6.4%, with total spending by domestic tourists reaching 180.269 billion yuan, up 8.0% year-on-year [1] - The April Caixin Services Purchasing Managers' Index (PMI) fell to 50.7 from 51.9 in March, below the expected 51.8, while the manufacturing PMI slightly improved to 50.4 from 51.2, exceeding the expected 49.8 [1] External Market Influences - The US stock market experienced a slight pullback after a series of gains, while the Hong Kong stock market saw minor increases upon reopening [2] - The offshore RMB exchange rate continued to show strength, fluctuating around 7.21, despite a slight decrease in the rate of appreciation [2] - The upcoming Federal Reserve meeting is anticipated to maintain current interest rates, with potential for rate cuts later in the year [2] Investment Outlook - The A-share market is expected to maintain a consolidation pattern, with sector focus likely revolving around tariff-related news [2] - There is a possibility of stronger fiscal or monetary policies from management, which could create investment opportunities in directly benefiting sectors [2] - Technology and consumer sectors are viewed as having more opportunities for investment this year, suggesting a strategic allocation towards these areas [2]

5月6日，五一后首个交易日，A股放量反弹，科技股全线走强，市场近5000只个股上涨。 截至收盘，上证指数收涨1.13%报3316.11点，深证成指涨1.84%报10082.34，创业板指涨1.97%报1986.41，北证50涨3.21%报1373.50。 全市场成交额13644亿元，较上日放量1714亿元，近5000只个股上涨。 可控核聚变概念股表现活跃，中洲特材、久盛电气、海陆重工、雪人股份、永鼎股份涨停。 银行股独自调整，苏州银行、渝农商行、重庆银行、江苏银行跌幅靠前。 稀土永磁概念股爆发 稀土永磁概念股今日集体爆发，盛和资源、广晟有色、天和磁材、华阳新材、京运通等多股涨停。 消息面上，自中国宣布对7类中重稀土相关物项实施出口管制后，稀土金属价格在数周内达到了创纪录的高位，截至5月1日，欧洲镝价已自4月初以来上涨两 倍，达到850美元/公斤；铽价从965美元/公斤上涨至3000美元/公斤，累计涨幅超210%。 鸿蒙、算力等概念股强势，银行股调整 板块题材上，金属新材料、可控核聚变、稀土永磁、脑机接口、鸿蒙概念股涨幅居前，银行板块跌幅居前。 盘面上，鸿蒙概念股表现强势，慧为智能、九联科技、天源迪科、狄耐克、 ...

Market Overview - On the first trading day of May, A-shares opened higher with all major indices rising over 1%, with the Shanghai Composite Index up 1.13% to 3316 points, Shenzhen Component Index up 1.84%, and ChiNext Index up 1.97% [1][2] - The total trading volume reached 1.36 trillion yuan, an increase of 171.4 billion yuan compared to the previous trading day, with nearly 5000 stocks rising and less than 400 declining [1] Sector Performance - The controllable nuclear fusion sector saw a significant surge, with multiple stocks hitting the daily limit, including Zhongzhou Special Materials and Jiusheng Electric [4][5] - Rare earth metal prices skyrocketed, with some prices more than doubling, leading to strong performance in the small metal and rare earth sectors [2][9] - Huawei's Hongmeng PC version is set to officially launch this month, boosting related stocks such as Tianyuan Dike, which rose by 20% [2][6] - The generator concept stocks also performed well, with Shenchi Machinery hitting the daily limit [2] Notable Stocks - Zhongzhou Special Materials rose by 20.01% to 18.17 yuan, Jiusheng Electric increased by 19.97% to 16.52 yuan, and Xin Hongye rose by 15.36% to 40.10 yuan [5] - Shenzhen Huachang surged to the daily limit, while Runhe Software and Youbuxun rose over 9% and 8% respectively, driven by Huawei's developments [6][7] - Airline stocks strengthened, with Huaxia Airlines up over 7% and China Eastern Airlines and China Southern Airlines both rising over 5% [8] Commodity and Gold Market - Gold stocks experienced a significant rise, with Laisentongling hitting the daily limit and Sichuan Gold rising over 7% [10][11] - International gold prices maintained an upward trend, with spot gold surpassing 3380 USD per ounce, driven by investor interest in safe-haven assets amid tariff concerns [12] Banking Sector - The banking sector showed weakness, with Suzhou Bank, Chongqing Bank, and Jiangsu Bank all declining over 2% [14][15] - Despite the overall market recovery, the banking stocks lagged behind other sectors [14] Future Outlook - The market is expected to maintain a volatile pattern in May, with a marginal improvement in risk appetite potentially leading to a shift towards growth sectors [16] - Key sectors to watch include electronics, machinery, computers, automotive, home appliances, agriculture, retail, beauty care, and social services [16]

盘面上，可控核聚变、稀土永磁板块涨幅居前，脑机接口、鸿蒙概念、CPO、算力板块活跃；银行股调 整。全市场近5000只个股上涨。 具体来看，机器人概念股反复活跃，九联科技、大叶股份、天源迪科、通达动力等多股封板。 可控核聚变概念集体走强，久盛电气、合锻智能、兰石重装、海陆重工等8股涨停。 【资金流向】 主力资金全天净流入计算机、电子、机械设备等板块，净流出银行板块。 盘面上，可控核聚变、稀土永磁板块涨幅居前，脑机接口、鸿蒙概念、CPO、算力板块活跃；银行股调 整。全市场近5000只个股上涨。 5月6日，A股三大指数全天震荡上行，沪指重返3300点。截至收盘，沪指涨1.13%，深证成指涨1.84%， 创业板指涨1.97%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | 振幅 | | --- | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | STATE hum | 3316.11 | 37.08 | 1.13% | 0.90% | | 399001 | 深证成指 | { | 10082.34 | 182.51 | 1.84% | 1 ...