今天，A股震荡反弹，三大指数集体上涨，创业板指领涨，沪指创今年以来新高，全市场成交额超1.33 万亿元。 此外，同花顺数据显示，市值超4600亿元的工业富联（601138）午后涨停，主力资金净流入20.23亿 元，居A股第一。 机构研报显示，工业富联预计在未来3—5年内云厂商CAPEX（资本性支出）强度不会减弱，从客户订 单能见度及需求来看，公司2025年订单增长强劲。 工业富联 v ▼ 601138 融 L1 沪股通 23.28 市值4623.3亿 量比 3.90 局 23.28 21.26 流通4623.0亿 换 1.72% (HE 2.12 10.02% 开 21.26 市盈™ 19.06 额 78.12亿 同在顺 异动解读: 果链+Al服务器+全球布局+股份 ... ● × 语诺 品时 更多▼ 日K 周K 月K 五日 均价:22.85 最新:23.28 2.12 +10.02% 23.28, +10.02% 室1 买1 23.28 13.16万 明细 ▼ 14:56 23.28 441 14:56 23.28 12 -- - 0.00%- -21-16- 14:56 23.28 223 14:56 2 ...

一、行情回顾 市场全天震荡反弹，创业板指领涨。算力硬件股再度大涨，PCB等方向领涨，中京电子、博敏电子、金安国纪等涨停。创新药概念延续强势，塞力医疗、未 名医药、神州细胞等十余股封板。固态电池板块午后拉升，大东南、洪田股份、中一科技涨停。下跌方面，海洋经济概念股展开调整，克莱特跌超10%。个 股涨多跌少，沪深京三市近3300股飘红，今日成交1.33万亿。 二、当日热点 1.PCB板 PCB板今日大涨，中京电子再度涨停，博敏电子、金安国纪等多股涨停。胜宏科技大涨6%，再创历史新高。 | 股票名称 | | 最新价 ◆ | 涨跌幅 = | 涨停时间 ◆ | 换手率 = | 流通市值⇒ | | | --- | --- | --- | --- | --- | --- | --- | --- | | 中京电子 | 12天7板 | 15.60 | +10.01% | 13:53:33 | 38.49% | 90.72亿 | 公司主 | | 002579.SZ | | | | | | | 形机器 | | | | | | | | | 1、公 开拓国 | | 博敏电子 | 3天2板 | 10.41 | +10.04% | 09: ...

盘面热点 板块方面，PCB、消费电子、创新药、固态电池等板块涨幅居前，可控核聚变、海洋经济、油气、游戏 等板块跌幅居前。 盘面上，算力硬件股再度大涨，PCB等方向领涨，中京电子等多股涨停。创新药概念股震荡走强，神州 细胞等涨停。固态电池概念股展开反弹，大东南上演"地天板"。下跌方面，海洋经济概念股展开调整， 克莱特跌超10%。 个股涨多跌少，全市场超3200只个股上涨。 A股三大指数今日集体上涨，沪指再创年内新高，创业板指涨近2%。截至收盘，沪指报3461.15点，涨 0.18%，成交5002亿元；深证成指报10534.58点，涨1.17%，成交8095亿元；创业板指报2164.09点，涨 1.90%，成交3820亿元。 6月财新中国通用服务业经营活动指数（服务业PMI）录得50.6，较5月回落0.5个百分点，景气度在扩张 区间下行至2024年四季度以来最低。 龙湖已将17.6亿元划入"22龙湖04"兑付专户年内累计兑付公开债近90亿 据智通财经，记者从独立信源处获悉，龙湖已将债券"22龙湖04"兑付资金拨入偿债划款至中证登专户， 总金额17.66亿元人民币，包含本金16.97亿元及利息6970万元。公开信息 ...

Market Overview - A-shares experienced a rebound on July 3, with the Shanghai Composite Index rising by 0.18%, the Shenzhen Component Index increasing by 1.17%, and the ChiNext Index gaining 1.9% [2] - A total of 3,271 stocks rose, with 66 hitting the daily limit up, while 1,866 stocks declined [3][4] - The total trading volume reached 13,335.06 billion, with a total of 108,789.9 million shares traded [4] Sector Performance - Computing hardware stocks surged again, with PCB and related sectors leading the gains. Notable stocks included Zhongjing Electronics, Bomin Electronics, and Jin'an Guoji, all hitting the daily limit up [5] - Innovative drug concept stocks continued their strong performance, with companies like Weiming Pharmaceutical and Shenzhou Cell also reaching the daily limit up [7] - The solid-state battery sector saw a midday rally, with stocks such as Dadongnan, Hongtian Co., and Zhongyi Technology hitting the daily limit up [9] Notable Stock Movements - Key stocks in the computing hardware sector included: - Yihua New Materials: +20.00% at 32.64 - Zhongyi Technology: +19.99% at 23.89 - Bomin Electronics: +10.04% at 10.41 [6] - In the innovative drug sector, significant gainers included: - Guangshengtang: +20.00% at 42.78 - Shenzhou Cell: +19.99% at 73.34 - Weiming Pharmaceutical: +10.03% at 10.86 [8] - Solid-state battery stocks also saw notable increases, with Zhongyi Technology at +19.99% and Hongtian Co. at +10.02% [10] Downward Trends - The marine economy sector faced adjustments, with Kelaite dropping over 10% [11] U.S.-China Trade Developments - The Trump administration canceled recent export licensing requirements for chip design software sales to China, a move aligned with a trade agreement aimed at easing key technology restrictions [12] - Major EDA (Electronic Design Automation) companies, including Synopsys, Cadence Design Systems, and Siemens, are expected to benefit from this change, as they previously required government approval to operate in China [12][13] - The EDA market, while only $11.5 billion, plays a crucial role in the $440 billion global semiconductor industry, with the top three companies controlling 74% of the market [13]

本文字数：495，阅读时长大约1分钟 作者 | 一财资讯 7月3日，A股三大指数集体上涨。截至收盘，沪指涨0.18%，深证成指涨1.17%，创业板指涨 1.90%。全市场超3200只个股上涨。 | 全A | 涨 3270 | | 平 284 | 跌 1863 | | | --- | --- | --- | --- | --- | --- | | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | 000001 | 上证指数 | www | 3461.15c | 6.36 | 0.18% | | 399001 | 深证成指 | min | 10534.58 c | 121.96 | 1.17% | | 399006 | 创业板指 | A CAN CONSULTION CONSULTION OF | 2164.09c | 40.37 | 1.90% | 2025.07. 03 具体来看，固态电池板块午后拉升，大东南、洪田股份、中一科技涨停。 PCB概念股集体爆发，中京电子、博敏电子、金安国纪等8股涨停。 | 代码 | 名称 | 张唱� | 现价 | | --- | --- | --- | --- ...

A股三大指数今日集体上涨，截至收盘，沪指涨0.18%，深成指涨1.17%，创业板指涨1.9%，北证50指数涨0.21%。全市场成交额13334 亿元，较上日缩量716亿元。全市场超3200只个股上涨。 板块题材上，消费电子、创新药、AI硬件、固态电池、卫星导航板块涨幅居前；可控核聚变、油气开采、军工装备、多元金融板块跌 幅居前。 最强风口榜： NO.1 【新能源汽车】 板块内13家涨停，5只连板股，最高连板数为12天7板，涨停股代表：耀皮玻璃、大为股份（002213）。 NO.2 【华为概念】 板块内11家涨停，3只连板股，最高连板数为3天3板，涨停股代表：塞力医疗、博敏电子（603936）。 NO.3 【5G】 板块内10家涨停，4只连板股，最高连板数为12天7板，涨停股代表：亿晶光电、博敏电子。 盘面上，消费电子板块集体爆发，工业富联（601138）、新亚电子（605277）、朝阳科技（002981）涨停。创新药概念股延续强势， 广生堂（300436）、长春高新（000661）、塞力医疗（603716）等多股涨停。固态电池概念股午后探底拉升，大东南（002263）上 演"地天板"，中一科技（301150） ...

智通财经7月3日电，市场全天震荡反弹，创业板指领涨，宁德时代涨近5%。沪深两市全天成交额1.31 万亿，较上个交易日缩量672亿。盘面上，市场热点较为杂乱，个股涨多跌少，全市场超3200只个股上 涨。从板块来看，算力硬件股再度大涨，PCB等方向领涨，中京电子等多股涨停。创新药概念股震荡走 强，神州细胞等涨停。固态电池概念股展开反弹，大东南上演"地天板"。下跌方面，海洋经济概念股展 开调整，克莱特跌超10%。板块方面，PCB、消费电子、创新药、固态电池等板块涨幅居前，可控核聚 变、海洋经济、油气、游戏等板块跌幅居前。截至收盘，沪指涨0.18%，深成指涨1.17%，创业板指涨 1.9%。 收评：创业板指高开高走涨1.9% 算力硬件股再度爆发 ...

Group 1 - The solid-state battery sector has made significant progress, with QuantumScape successfully integrating the Cobra separator manufacturing process into its benchmark battery production, enhancing production efficiency and commercialization potential [1] - The acceptance of Chinese wind turbines in the European market has increased, with approximately half of the banks beginning to consider financing projects that utilize Chinese wind turbines, reflecting the competitive advantages of Chinese manufacturers in terms of cost and technology [1] - In the photovoltaic industry, domestic newly installed capacity grew by 388% year-on-year in May, and the "Three North Desert Gobi Desert Photovoltaic Sand Control Planning" proposes a target of adding 253GW of installed capacity by 2030, indicating sustained high prosperity in the industry [1] Group 2 - Meta has expanded its collaboration with renewable energy developers, adding 791 megawatts of clean energy supply, highlighting the strong demand for green power from data centers [1] - The ChiNext New Energy ETF from Guotai tracks the Innovation Energy Index, which is compiled by China Securities Index Co., Ltd., selecting listed companies involved in new energy and environmental protection from the Shanghai and Shenzhen markets as index samples [1] - The index adopts a growth stock style allocation, aiming to reflect the overall performance of listed companies in the new energy sector, with the latest trading day showing an increase of 1.22% in the tracking index [1]

Market Overview - The three major A-share indices collectively rose in the morning session, with the Shanghai Composite Index up 0.07%, the Shenzhen Component Index up 0.75%, and the ChiNext Index up 1.36%, while the North Star 50 Index fell by 0.09% [1] - The total market turnover for the half-day was 806.3 billion yuan, a decrease of 61.1 billion yuan compared to the previous day [1] - Over 2,500 stocks in the market experienced gains [1] Sector Performance - The innovative drug, consumer electronics, CPO, and satellite navigation sectors saw the largest gains [1] - Conversely, the gaming, military equipment restructuring, solid-state battery, controllable nuclear fusion, and marine equipment sectors experienced the largest declines [1] Notable Stocks - Innovative drug stocks surged, with ShenZhou Cell and SaiLi Medical hitting the daily limit up [1] - 6G and satellite navigation concept stocks also saw initial gains, with LeiKe Defense and GuoMai Technology reaching the daily limit up [1] - The PCB sector showed volatility with BoMin Electronics, JinAn GuoJi, and DaWei Shares hitting the daily limit up [1] - The consumer electronics sector was active, with XinYa Electronics and ChaoYang Technology reaching the daily limit up [1] - The gaming sector collectively adjusted, with XingHui Entertainment dropping over 6% [1] - Solid-state battery concept stocks weakened in parts, with DaDongNan, SiBao Technology, XiangFengHua, and Shanghai XiBa showing significant declines [1]

Group 1 - The A-share market experienced fluctuations with strong performance in sectors such as photovoltaic equipment, steel, cement, and coal, while communication equipment, semiconductors, aerospace, and consumer electronics lagged behind [1] - Long-term capital inflow into the market is accelerating, with steady growth in ETF sizes and continuous inflow of insurance funds, providing significant support [1] - The Federal Reserve maintained interest rates in June, but uncertainty remains regarding the path of potential rate cuts, which could significantly boost global risk appetite if clear signals are released [1] Group 2 - The A-share market showed signs of adjustment, with the majority of Federal Reserve members expecting a rate cut later this year, while the U.S. economy remains robust [2] - Domestic manufacturing PMI data indicates a recovery in manufacturing sentiment, reflecting resilience in the Chinese economy [2] - Upcoming mid-year reports are expected to significantly impact individual stock performance, reinforcing the importance of earnings in market dynamics [2]