市场又见"电风扇"行情，板块快速轮动。据不完全统计，创新药、脑机接口、AI眼镜、油气开采、多元 金融、固态电池、数字货币、草甘膦、可控核聚变、能源金属……先后拉升，最终，脑机接口、AI眼 镜、固态电池等板块走势较强。其中，脑机接口板块居同花顺概念板块涨幅榜第一。 截至上午收盘，上证指数下跌0.19%，深证成指接近平盘报收，创业板指下跌0.14%。 盘面呈现两个特征 今天上午，盘面上有两个特征。 一是板块快速轮动，多数冲高回落。 早盘先是创新药板块冲高，之后快速回落，随后AI眼镜板块拉 升。紧接着，油气开采、港口航运等板块拉升。另外，可控核聚变、多元金融、固态电池等板块也相继 拉升。 分析人士表示，在上午的个股成交额榜上，数字货币概念股居前。存量博弈下，一个板块过度"吸金"， 往往会形成上述现象。 二是早盘关于外部地缘事件又有新消息传出，油气开采、港口航运等板块随即拉升，与此同时，指数出 现小幅波动。 消息面催化 两板块走强 今天上午，在相关消息面影响下，脑机接口、AI眼镜板块走强。脑机接口板块涨势更猛，居同花顺概 念板块涨幅榜第一。 脑机接口板块掀涨停潮，倍益康迎"30CM"涨停，爱朋医疗迎"20CM"涨停， ...

【导读】脑机接口概念股大涨，南京熊猫电子股份一度大涨超56% 中国基金报记者 李智 一起来看下 最新 的市场情况及资讯。 6月17日 早盘 ，A股三大指数震荡 拉升。 截至发稿，沪指 涨 0.0 6 %，深成指 涨 0.2 6 %，创业板指 涨 0. 09 %。 | 上证指数 | | 深证成指 | 北证50 | | | --- | --- | --- | --- | --- | | 3390.85 | | 10189.82 | 1412.05 | | | +2.12 | +0.06% | +26.28 +0.26% | +3.90 | +0.28% | | 科创50 | | 创业板指 | | 万得全A | | 968.04 | | 2059.12 | | 5179.88 | | -2.85 | -0.29% | +0.09% +1.79 | +9.55 | +0.18% | 从板块来看， 脑机接口概念股大涨 ，带动生物科技、制药、疫苗等板块走高，数字货币、工程机械、农药概念股表现活跃，而油气开采、 文化传媒、 谷子 经济等板块震荡调整。 | | | WIND热门概念指数 | | | | | WIND中国行业指 ...

Group 1 - Oil and gas stocks experienced a decline at the beginning of trading, with Zhongman Petroleum (603619) and Tongyuan Petroleum (300164) dropping over 6% [1] - Other companies such as Intercontinental Oil & Gas (600759), Beiken Energy (002828), and Shouhua Gas (300483) also followed the downward trend [1]

Market Overview - The US stock market saw gains with the Dow Jones up 0.77%, S&P 500 up 0.9%, and Nasdaq up 1.5% [3] - European indices also closed higher, with Germany's DAX30 up 0.78%, UK's FTSE 100 up 0.28%, and France's CAC40 up 0.75% [3] - Hong Kong's Hang Seng Index rose 0.7% to 24060.99 points, with significant activity in oil and gas stocks [4] Commodity Prices - Spot gold decreased by 1.4% to $3385.30 per ounce, while spot silver increased slightly by 0.06% to $36.32 per ounce [5] - WTI crude oil fell by 4.01% to $69.99 per barrel, and Brent crude oil dropped by 2.61% to $72.44 per barrel [5] Economic Indicators - In May, China's retail sales grew by 6.4% year-on-year, and the industrial added value increased by 5.8% [11] - The unemployment rate in urban areas was reported at 5.0% [11] Corporate Developments - Meituan plans to repurchase shares worth between 5 billion to 10 billion yuan [11] - Hong Kong Monetary Authority is set to expedite the processing of stablecoin license applications [11]

Core Insights - The report highlights the launch of the Volcano Engine's FORCE conference focusing on AI advancements, including large models and AI cloud-native services, and Apple's WWDC 2025 emphasizing software ecosystem innovation [5][37] - The Volcano Engine introduced the Doubao large model 1.6, which significantly reduces costs while enhancing performance, and the Seedance 1.0 pro video generation model, which leads the industry in competitive rankings [17][34] - Apple showcased a unified Liquid Glass design across its operating systems, enhancing user experience and integrating AI capabilities into its ecosystem [38][49] Industry Trends - The Volcano Engine's conference discussed the industrialization path of AI technology, with a focus on large models, AI agents, and multi-modal understanding [5][15] - The Doubao large model 1.6 features a new pricing strategy that reduces costs by 63% compared to previous models, making it more accessible for enterprises [17][20] - The Seedance 1.0 pro model offers competitive pricing for video generation, allowing businesses to create high-quality content at a lower cost [34] Policy Developments - Recent policies in China aim to address "involution" in the steel and automotive industries, with commitments from major manufacturers to shorten payment terms to suppliers to no more than 60 days [57][58] - Local governments in cities like Shenzhen and Beijing have introduced consumption-boosting measures to stimulate economic activity, including the cancellation of real estate purchase restrictions [57][58] Investment Recommendations - The report suggests focusing on five key sectors with marginal improvements: AI applications, self-sufficiency, new consumption, precious metals, and innovative pharmaceuticals [54][56] - The AI application sector is highlighted due to upcoming events and advancements in autonomous driving and logistics, indicating potential growth opportunities [54] - The self-sufficiency sector is expected to benefit from advancements in domestic chip production and the ongoing trend of replacing foreign technology with local alternatives [54]

金十数据6月16日讯，中东危机的蔓延使以色列天然气供应中断，埃及正急于寻找替代燃料供应，以避 免停电。知情人士透露，埃及政府正准备本月招标进口至多100万吨燃料油，计划于8月份交货。他们 说，这将增加最近的燃料油招标，并有助于满足发电需求，因为以色列和伊朗之间的冲突使天然气供应 面临风险。出于安全考虑，以色列周五下令关闭两个天然气生产项目，其中包括最大的油田利维坦 （Leviathan）。此前，以色列对伊朗的袭击导致德黑兰誓言进行报复。这使得依赖进口的埃及的石油供 应减少，并削减了对几个能源密集型行业的供应，以维持发电厂的运转。 中东危机导致以色列天然气供应减少，埃及紧急寻找燃料供应 ...

2连板洲际油气：公司目前经营情况正常 不存在应披露而未披露的重大事项 智通财经6月16日电，洲际油气(600759.SH)公告称，经自查，公司日常经营活动正常，市场环境、行业 政策没有发生重大调整，内部生产经营秩序正常。公司控股股东广西正和和实际控制人HuiLing(许玲） 均不存在筹划影响公司股票异常波动的重大事项，不存在应披露而未披露的重大信息，包括但不限于重 大资产重组、发行股份、上市公司收购、债务重组、业务重组、资产剥离和资产注入等重大事项。 ...

小米集团-W(01810)表现亮眼。截至收盘，涨4.23%，报54.15港元，成交额118.49亿港元，贡献恒指 62.92点。小米集团董事长兼CEO雷军今早发布微博称，小米yu7将于6月底发布。还有很多重磅新品同 场一起发布，比如搭载玄戒O1芯片的第二款平板：小米平板7S Pro。 其他蓝筹股方面，周大福(01929)涨6.03%，报113.72港元，贡献恒指2.45点；恒基地产(00012)涨4.67%， 报26.9港元，贡献恒指2.79点；中国生物制药(01177)跌3.83%，报5.28港元，拖累恒指3.47点；紫金矿业 (02899)跌2.79%，报19.54港元，拖累恒指4.99点。 热门板块方面 智通财经APP获悉，港股今日低开高走，三大指数午后涨幅进一步扩大，恒指重返两万四关口，恒科指 涨幅则超1%。截止收盘，恒生指数涨0.7%或168.43点，报24060.99点，全日成交额为2292.41亿港元； 恒生国企指数涨0.86%，报8729.99点；恒生科技指数涨1.15%，报5299.91点。 华泰证券指出，利率、风险溢价和盈利三因素视角下市场或缺乏短期大幅上行的基础，叠加3Q全球经 济和地缘 ...

Market Performance - The Hang Seng Index (HSI) rose by 0.7%, closing at 24,060.99 points [1] - The Hang Seng Tech Index increased by 1.15%, ending at 5,299.91 points [1] - The total market turnover reached 229.24 billion HKD [1] Sector Performance - Oil and gas stocks continued to perform well, with low-priced oil and gas stocks showing significant gains [1] - Stablecoin concept stocks and IP economy concept stocks were active, while real estate stocks strengthened [1] - Gold stocks and pharmaceutical outsourcing concept stocks declined [1] Notable Stock Movements - Kingsoft Corporation (03888.HK) surged over 11% [1] - Chow Tai Fook (01929.HK) increased by 6% [1] - Henderson Land Development (01929.HK), China Resources Mixc Lifestyle (01209.HK), and Xiaomi Group (01810.HK) all rose over 4% [1] - WuXi Biologics (02269.HK) fell by 5.36% [1] Low-Priced Oil and Gas Stocks - Jixing New Energy (03395.HK) skyrocketed by 200% [1] - Baikin Oilfield Services (02178.HK) rose by 66.67% [1] - Yanchang Petroleum International (00346.HK) increased by 35.56% [1] - Shandong Molong Petroleum Machinery (00568.HK) gained 32.67% [1]

今日共55股涨停，连板股总数17只，其中三连板及以上个股1只，上一交易日共8只连板股，连板股晋级率12.50%（不含ST股、退市股）。个股方面整体呈 修复态势，全市场超3500只个股上涨。短线资金尝试高低切换，全市场二连板以上个股仅元隆雅图一只，高位股中金鹰股份跌停，共创草坪、粤传媒跌近 9%。板块方面，稳定币概念卷土重来，元隆雅图缩量涨停走出12天8板，午后板块情绪进一步加强，金时科技涨停录得10天7板，此外朗新集团、天阳科 技、四方精创20CM涨停；地缘冲突相关概念继续发酵，油气、化工（甲醇、碳酸锶、盐酸氨丙啉）方向领涨，金牛化工、云煤能源、大洋生物、山东墨龙 等个股晋级2连板，不过值得注意的是，洲际油气、和顺石油等个股尾盘炸板，部分资金抢跑兑现。 | 晋级率 连板数 | | 2025-6-10 | | --- | --- | --- | | 1/4=25% 3 #4 | 元隆雅图(稳定币+IP经济) | | | 1进2 16/49=32% | 金橙子 (3D打印) 贝肯能源(油气) | | | | 山东墨龙 (油气) | | | | 大洋生物 (化工) | | | | 捷强装备(军工+核污染防治) | ...