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和讯投顾张平:A股4100只待涨,何时反弹?
Sou Hu Cai Jing· 2025-11-18 10:48
亚太股市巨震普遍反馈钱不好赚了,A股何时反弹,4100个待涨一堆问题等着。和讯投顾张平分析,亚 洲股票市场全面调整,不是亚洲啊美国也这样,为啥?美联储说是不降息?现在这个市场是倒逼着美联 储必须降不降给你来个样看看,啊俗称叫死给你看。所以呢呃美联储降息有预防式降息,因为它基数 大,呀4%对吧?基数大的情况下,降一丢丢啊很管用,叫预防式的,而不是等事情发生恶化之后再 降。现在还没降,就是倒逼他降。另一方面呢就是亚洲市场巨震,原因就不多说了,啊懂的都懂,啊我 也用一句这个话。啊另一个呢较上证指数呢三天调整,这个呢应该是我在第一天调整,我说应该调整周 期就是三天,今天是尾盘有勾头,预估呢呃整个调整周期要到5个交易日,这一次呢回踩整踩到上一次 啊39啊22这个位置的低点。今天最近到了3926,有人说能撑住吗?老缪认为啊得露一下,而且这个区域 上应该是以震荡为主,原因是它到今天为止这个收盘3939,已经踩到了之前高点3936之上,虽然没有踩 漏,但是说实话这位置是真不能漏。39361漏这位置进入箱体震荡了,也就是之前这个突破这个型,就 正式进入到m之后的反复波动期。 那么第四季度这种紊乱的风格,应该说大家已经感受到有宽 ...
沪指收报3990.49点
Sou Hu Cai Jing· 2025-11-14 08:00
11月14日,市场全天震荡调整,沪指收报3990.49点,深证成指收盘跌近2%,创业板指收盘跌近3%。 盘面上,燃气、电力板块午后持续走强,首华燃气"20cm"涨停。福建板块逆势爆发,平潭发展、海峡环保涨停。海南板块表现活跃,海南矿业、欣龙控 股等涨停。 | 海南瑞泽 | 4.80 | 5.26% | 0.24 | | --- | --- | --- | --- | | 002596 | | | | | 洲际油气 | 2.84 | 4.80% | 0.13 | | 600759 融 | | | | | 海德股份 | 7.84 | 3.84% | 0.29 | | 000567 融 | | | | | 凯撒旅业 | 7.70 | 3.49% | 0.26 | | 000796 | | | | | 神农种业 | 5.48 | 3.40% | 0.18 | | 300189 註 | | | | 算力硬件方向集体回调,存储芯片概念重挫,佰维存储跌超10%;CPO概念走低,"易中天"(新易盛、中际旭创、天孚通信)走弱。 作者:郭晨希 | 升达林业 | 4.33 | 3.34% | 0.14 | | --- | --- ...
A股早评:创业板指低开1.74%,存储芯片、算力硬件板块跌幅居前
Ge Long Hui· 2025-11-14 01:36
美联储降息前景的不确定性拖累亚洲股市集体下跌。A股开盘,三大指数集体低开,沪指跌0.56%,深 证成指跌1.14%,创业板指跌1.74%。盘面上,贵金属、存储芯片、算力硬件板块跌幅居前,部分燃气 股高开。 ...
早盘直击|今日行情关注
Market Overview - The A-share market is experiencing repeated fluctuations around the 4000-point mark, with trading volume declining to approximately 2 trillion yuan, indicating a cautious market sentiment [1] - The market's resistance at the 4025-point level reflects a psychological barrier, as the A-share index has not surpassed 4000 points in the past decade [1] - The recent fluctuations may be preparing the market for a new upward phase, with conditions for further upward movement improving after a period of profit-taking and consolidation [1] Future Outlook - The focus for November includes the impact of the 14th Five-Year Plan on industries, technological sector events, and price recovery driven by anti-involution trends, which are expected to catalyze multiple sectors [1] - The short-term impact of tariff events is not anticipated to affect the medium-term trend of the market [1] Sector Highlights - The technology sector remains a key area of interest in November, with orderly rotation and high-low switching expected within the sector [2] - Underperforming segments such as robotics, military, and smart vehicles are likely to see a rebound, while leading sectors like computing hardware, domestic semiconductors, and new energy may present buying opportunities upon adjustment [2] - The anti-involution trend is showing results in sectors like photovoltaics, cement, coal, and express delivery, which are expected to experience price increases and subsequent rebounds [2] Specific Sector Opportunities - The trend towards domestic robotics is projected to continue, with advancements in various types of robots expected to create opportunities in related components like sensors and controllers [2] - The domestic semiconductor industry is on the rise, with attention on semiconductor equipment, wafer manufacturing, materials, and IC design [2] - The military sector anticipates a recovery in orders by 2025, with signs of bottoming out in the performance of various military sub-sectors [2] - The innovative pharmaceutical sector is entering a recovery phase after several years of adjustment, with positive profit growth expected to continue into 2025 [2] - The banking sector is seeing a rebound in mid-year performance growth, attracting interest from long-term institutional investors due to its appealing dividend yield [2]
A股低开,创业板跌0.43%,算力硬件领跌,医药股集体拉升,港股高开,新消费延续涨势
Hua Er Jie Jian Wen· 2025-11-12 01:52
Market Overview - A-shares opened lower with the Shanghai Composite Index down 0.15% and the ChiNext Index down 0.43% [1][5] - The Hong Kong stock market opened higher, with the Hang Seng Index up 0.22% and the Hang Seng Tech Index up 0.26% [6][8] - The bond market saw most contracts rise, with the 30-year main contract up 0.05% and the 10-year main contract up 0.02% [1][2] Sector Performance - In the A-share market, sectors such as photovoltaic, lithium batteries, and computing hardware experienced significant declines [1][5] - Conversely, pharmaceutical stocks saw a collective surge, with notable gains in companies like Hezhong China and Renmin Tongtai [1][2] - In the Hong Kong market, new consumption concept stocks continued to rise, while sectors like photovoltaic and paper industries faced declines [1][6] Commodity Market - Commodity prices showed mixed results, with crude oil futures rising over 2% [1][7] - Specific commodities such as low-sulfur fuel oil and tin also saw increases, while polysilicon and coking coal experienced declines [7][8] Currency Exchange - The RMB/USD central parity rate was reported at 7.0833, an increase of 33 points from the previous trading day [6]
高开低走,延续弱势,落袋为安还是小跌小买?
Ge Long Hui· 2025-11-11 11:37
Group 1 - The three major indices in the market experienced a collective decline, with the Shanghai Composite Index down 0.03%, the Shenzhen Component Index down 0.59%, and the ChiNext Index down 2.13% [1] - Over 2800 stocks in the two markets fell, with a total trading volume of 1.44 trillion [1] Group 2 - The fluorochemical sector opened high and maintained a strong position, with an increase of 3.6% at midday, including stocks like Dongyue Silicon Material and Tianji Shares hitting the daily limit [3] - The lithium battery sector showed repeated activity, with multiple stocks, including Tianji Shares, reaching the daily limit [3] - The phosphate chemical concept continued to be strong, with Chengxing Shares achieving three consecutive limit-ups [3] - The consumer sector saw a significant surge, particularly in duty-free and food and beverage segments, with companies like China Duty Free Group and Huifa Food hitting the daily limit [3] - The computing hardware concept stocks collectively weakened, with companies like Xinyi Sheng and Shenghong Technology experiencing significant declines [3] - The humanoid robot concept faced a sharp drop, with Zhejiang Rongtai hitting the daily limit down [3] - NAND flash memory contract prices were raised significantly by SanDisk, with an increase of up to 50%, and the company saw a more than 15% rise in stock price due to strong sales in data center storage chips [3] - Leading polysilicon companies are planning to form a consortium with a total investment potentially between 20 billion to 30 billion [3]
收评:创业板指高开低走跌超1% 大消费概念再度爆发
Xin Lang Cai Jing· 2025-11-11 07:28
转自:智通财经 【收评:创业板指高开低走跌超1% 大消费概念再度爆发】智通财经11月11日电,市场全天震荡调整, 三大指数高开低走。沪深两市成交额不足2万亿,较上一个交易日缩量1809亿。从板块来看,大消费板 块反复活跃,食品饮料方向领涨,午后欢乐家直线拉升20cm涨停,走出2连板,三元股份、保龄宝、中 粮糖业涨停。光伏概念股集体爆发,协鑫集成、拓日新能等多股涨停。锂电池板块再度走强,永太科技 3天2板。下跌方面,算力硬件概念股下挫,天孚通信大跌。板块方面,培育钻石、乳业、光伏设备等板 块涨幅居前,海南、软件开发、CPO等板块跌幅居前。截至收盘,沪指跌0.39%,深成指跌1.03%,创 业板指跌1.4%。 MACD金叉信号形成,这些股涨势不错! ...
市场全天震荡调整,创业板指跌超1%,大消费概念再度爆发
凤凰网财经讯 11月11日,市场全天震荡调整,三大指数高开低走。截至收盘,沪指跌0.39%,深成指跌 1.03%,创业板指跌1.4%。沪深两市成交额不到2万亿,较上一个交易日缩量1809亿。 | | | | 沪深京重要指数 | | | | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 张幅% | 涨跌 涨跌家数 涨速% | | 金额 电总手机 现手 | | 上证指数 | 4002.76 | -0.39 | -15.84 1140/1110 | -0.01 5.82 7. | 103万 8583.62亿 | | 深证成指 | 13289.01 | | -1.03 -138.60 1530/1297 | -0.02 7.347 | 386万 1.14万亿 | | 北证50 | 1497.14 | -1.02 | -15.38 154/124 | 0.02 9537 | 14.7万 204.79亿 | | 创业板指 | 3134.32 | -1.40 - | -44.51 685/675 | | -0.04 2.13亿 131万5119.67亿 | 从板块来看 ...
收评:沪指收跌0.39%险守4000点 超硬材料概念股全天强势
Xin Lang Cai Jing· 2025-11-11 07:12
Core Viewpoint - The market experienced fluctuations with the three major indices opening high but closing lower, indicating a mixed sentiment among investors [1] Market Performance - The Shanghai Composite Index closed at 4002.76 points, down 0.39% - The Shenzhen Component Index closed at 13289.01 points, down 1.03% - The ChiNext Index closed at 3134.32 points, down 1.40% [1] Sector Performance - The consumer sector saw a rally in the afternoon, particularly in the food and beverage segment, with Huanlejia hitting the daily limit up of 20% - Superhard materials stocks remained strong throughout the day, with Sifangda and Huanghe Xuanfeng both reaching the daily limit up of 20% - The photovoltaic sector experienced a surge, with Zhonglai Co. hitting the daily limit up of 20%, alongside other stocks like Yijing Optoelectronics and Xiexin Integration also reaching their limits [1] Declining Stocks - Computing hardware stocks faced declines, with Tengjing Technology leading the drop - Storage chip concepts saw a significant pullback towards the end of the trading session, with Purang shares falling nearly 10% [1] Overall Market Sentiment - The overall market saw more gainers than losers, with over 2700 stocks rising [1]
创业板指高开低走跌超1% 大消费概念再度爆发
Mei Ri Jing Ji Xin Wen· 2025-11-11 07:08
(文章来源:每日经济新闻) 每经AI快讯,11月11日,市场全天震荡调整,三大指数高开低走。沪深两市成交额不到2万亿元,较上 一个交易日缩量1809亿元。从板块来看,大消费板块反复活跃,食品饮料方向领涨,午后欢乐家直线拉 升20cm涨停,走出2连板,三元股份、保龄宝、中粮糖业涨停。光伏概念股集体爆发,协鑫集成、拓日 新能等多股涨停。锂电池板块再度走强,永太科技3天2板。下跌方面,算力硬件概念股下挫,天孚通信 大跌。板块方面,培育钻石、乳业、光伏设备等板块涨幅居前,海南、软件开发、CPO等板块跌幅居 前。截至收盘,沪指跌0.39%,深成指跌1.03%,创业板指跌1.4%。 ...