证券之星消息，9月5日一般零售板块较上一交易日上涨0.03%，汇嘉时代领涨。当日上证指数报收于 3812.51，上涨1.24%。深证成指报收于12590.56，上涨3.89%。一般零售板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000785 | 居然智家 | 2836.96万 | 6.15% | -1609.12万 | -3.49% | -1227.84万 | -2.66% | | 603101 | 汇嘉时代 | 1356.44万 | 1.57% | 1394.94万 | 1.62% | -2751.39万 | -3.19% | | 600859 | 王府井 | 1314.29万 | 1.81% | 7702.00 | 4 0.00% | -1315.06万 | -1.81% | | 000417 | 合百集团 | 1055.93万 | 5.18% | -669.93万 | -3.29% ...

长沙晚报掌上长沙9月5日讯 截至9月5日收盘：沪指涨1.24%，报3812.5143点；深证成指涨3.89%，报 12590.562点。 凯美特气开盘价15.890，收盘报16.980元，当日涨5.47%，当日最高价为17.290元，最低价为15.450元，成 交量127.0596万手。 湘股9月5日跌幅TOP5 湘股9月5日涨幅TOP5 湘潭电化开盘价14.720，收盘报15.830元，当日涨7.10%，当日最高价为15.960元，最低价为14.680元，成 交量87.6297万手。 宇环数控开盘价21.960，收盘报23.460元，当日涨7.03%，当日最高价为23.670元，最低价为21.810元，成 交量11.8363万手。 长缆科技开盘价17.320，收盘报18.380元，当日涨6.24%，当日最高价为18.650元，最低价为17.320元，成 交量12.8001万手。 湖南白银开盘价5.800，收盘报6.110元，当日涨5.71%，当日最高价为6.220元，最低价为5.800元，成交量 246.9706万手。 克明食品开盘价9.810，收盘报9.780元，当日跌-0.31%，当日最高价为9.980 ...

7 月份的零售销售数据推迟了两周才公布，原因是英国国家统计局表示需要"进一步保证质量"。零售分 析师和经济学家对官方支出数据的准确性提出了质疑，他们指出这些数据未能适应季节性变化，也未能 跟上TikTok等社交媒体平台购物热潮的步伐。 这些数据意味着，英国人仍对消费持谨慎态度。消费约占经济的三分之二，工党无法承受消费者保持谨 慎的后果。在借贷成本上升、英国预算责任办公室可能下调生产率预期的背景下，英国政府正在努力重 振经济增长，以避免在即将到来的预算案中大幅增税。 据报道，英国财政大臣雷切尔·里夫斯周三宣布将于11月26日公布年度预算案。经济学家估计，她可能 需要提高税收或削减开支高达510亿英镑(680亿美元)，以填补公共财政的黑洞，并恢复目前略低于100 亿英镑的财政缓冲。 智通财经APP获悉，英国国家统计局周五公布的数据显示，英国7月季调后零售销售额环比增长0.6%， 好于市场预期的0.2%，6月份增幅从0.9%下修至0.3%。尽管7月零售销售额好于预期，但截至7月的三个 月里零售销售额仍出现下滑，表明消费者的谨慎态度继续阻碍工党政府的经济增长计划。 ...

(本文来自第一财经) 国光连锁跌停，三江购物、茂业商业跌超7%，供销大集、华联股份、百大集团、友阿股份、永辉超市 等跟跌。 ...

Group 1 - A-shares experienced a volatile decline, with notable performance in sectors such as consumption, photovoltaic equipment, banking, and securities, while aerospace, communication equipment, semiconductors, and electronic chemicals lagged behind [1][3] - The market is currently benefiting from favorable internal and external policy conditions, with significant improvements in market liquidity, as evidenced by trading volumes exceeding 2 trillion yuan for several consecutive days [1] - Global capital is flowing into the A-share market, with an acceleration of household savings moving towards capital markets, creating a continuous source of incremental funds [1] Group 2 - The A-share market showed a significant volume pullback, with all three major indices closing lower, and a notable increase in risk-averse sentiment among investors [3] - The technology growth sector mostly declined, while retail, food, and other defensive sectors performed well, indicating a divergence in market performance [3] - The outlook suggests that the market may gradually transition into a period of consolidation, with key variables to monitor including improvements in macroeconomic data, changes in overseas market conditions, and institutional repositioning following half-year earnings disclosures [3]

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 泓德基金指出，复盘中国2005年以来A股市场，在主要指数短期涨幅快速超过30%后，市场均会出现调整，而本轮也不意外。 "即便是史诗级的行情，中途也可能出现多次远超1%的回撤。"华夏基金回顾过往牛市规律时表示，市场的上行趋势往往不是一路坦途，而是"进二退一"的螺旋式上 升。数据显示，过去6轮牛市中，阶段性跌破20日均线并不罕见，一共99次。震荡调整正是交易风险释放的过程，过热情绪有所平复，整体来看A股下行风险不大。 9月4日，近期爆火的光模块（CPO）、光芯片等概念股大幅回调，受此影响，沪深三大指数调整，沪指失守3800点，创业板跌超4%，"急刹车"的行情让投资者 们在"倒车接人"还是"行情结束"的判断里左右为难。 多家公募基金指出，4日的下挫是正常的调整，无需恐慌。复盘历史上多轮行情，市场的上行趋势往往不是一路坦途，而是"进二退一"的螺旋式上升；在快速积累一 定涨幅后，当下的回撤正是交易风险释放的过程。 虽然多家公募研判行情整体仍旧乐观，但在部分板块领跑多日甚至达到历史高位之际，资金的"高低切"依旧是 ...

Core Viewpoint - The article highlights a significant surge in the A-share market, particularly in the new energy sector, with the ChiNext Index rising by 3.48% and various related stocks experiencing substantial gains [3][4]. Market Performance - The Shanghai Composite Index closed at 3778.95 points, up 0.35% - The Shenzhen Component Index reached 12362.85 points, increasing by 2.01% - The ChiNext Index stood at 2872.91 points, marking a rise of 3.48% [3][4]. Sector Highlights - The new energy industry chain, including solid-state batteries, photovoltaic, and energy storage sectors, led the market rally - Other notable sectors included computing hardware stocks like CPO and PCB, which also saw a rebound - Conversely, the consumer sector, including retail, liquor, tourism, and hotel stocks, experienced declines [4][5]. ETF Performance - Multiple battery-themed ETFs surged over 7%, with specific ETFs like the Battery ETF by Jiashi (562880) and Battery 50 ETF (159796) showing significant increases of 7.44% and 7.22% respectively [6][7]. Trading Volume - The trading volume of the Shanghai and Shenzhen markets exceeded 1 trillion yuan for the 72nd consecutive trading day, although it was down by over 170 billion yuan compared to the previous day [8]. Notable Stocks - CATL's A-share trading volume surpassed 10 billion yuan, with a price increase of over 4% [11]. - Solid-state battery stocks were particularly active, with companies like Tianji Co. and Jinyin Galaxy seeing substantial price increases [18].

Group 1 - Chengdu has become a hub for new flagship stores, with over 4,000 first stores, ranking third in China after Beijing and Shanghai [1] - In the first half of the year, Chengdu welcomed 395 new flagship stores and hosted over 180 high-profile launch events [1][2] - The Jinjiang District, as the core area of Chengdu's international consumption center, houses more than 600 first stores and nearly 2,000 international brands, accounting for over 30% of the city's launch resources [1] Group 2 - The local government has established a professional investment promotion team to attract businesses, reducing approval times from 7-10 days to 2-3 days [2] - A "Gold Service Specialist" system has been introduced to provide one-on-one support for businesses, covering all aspects from site selection to operational coordination [2] - The government has implemented various supportive policies to stimulate consumption through innovation, service upgrades, and scene creation [2][3] Group 3 - The Jinjiang District government launched the "High-Quality Development Leading Plan for First Launch Economy (Spring Action)" in early 2025, establishing a first-launch economic promotion alliance [3] - The Spring Street business district hosts a new flagship store or exhibition every two days on average, contributing to a 6.8% year-on-year increase in consumption, leading the nation [3] Group 4 - Future efforts will focus on attracting and nurturing businesses, improving the business environment for the first-launch economy, and launching the first national first-launch information index [4] - Plans include brand selection and incubation to promote sustainable and healthy development of the first-launch economy, contributing to Chengdu's status as an international consumption center [4]

格隆汇9月5日｜A股三大指数早盘集体上涨，截至午盘，沪指涨0.35%报3778.95点，深成指涨2.01%， 创业板指涨3.48%，北证50指数涨2.74%，科创50指数涨2.02%。沪深京三市半日成交额13960亿元，较 上日缩量2227亿元，全市场超3900只个股上涨。 MACD金叉信号形成，这些股涨势不错！ 盘面上，固态电池板块大面积涨停，金银河、华盛锂电20CM涨停，天赐材料、多氟多、光华科技等多 股10CM涨停，近期多家龙头企业订单大幅增长80%；潜在的减产预期刺激锂矿股上涨，博迁新材涨 停，赣锋锂业、天齐锂业涨超5%；光伏设备板块走强，艾能聚涨近15%，阿特斯、阳光能源涨超10%， 两部门发《方案》提及依法治理光伏等产品低价竞争；CPO概念股反弹，腾景科技20cm涨停，沃格光 电、可川科技10CM涨停。 另外，银行股回调，邮储银行、农业银行跌超2%；大消费板块普跌，旅游、食品饮料、零售等方向跌 幅居前，国光连锁一度触及跌停，妙可蓝多、长白山跌超7%。(格隆汇) ...

Core Insights - Chengdu has become a hub for new flagship stores, with over 4,000 first stores, ranking third in China after Beijing and Shanghai [1] - The "first store economy" is driving consumer vitality in Chengdu, with 395 new first stores and over 180 high-profile events held in the first half of the year [1][2] - The Jinjiang District, as the core area of Chengdu's international consumption center, hosts over 600 first stores and nearly 2,000 international brands, accounting for more than 30% of the city's first launch resources [1] Group 1 - The opening of the GOODBAI brand store in Chengdu attracted many young customers, indicating strong local interest in new brands [2] - The Jinjiang District government has established a professional investment promotion team to facilitate the entry of new businesses, reducing approval times from 7-10 days to 2-3 days [2] - A "gold medal service specialist" system has been implemented to provide comprehensive support for businesses, covering all aspects from site selection to operational coordination [2] Group 2 - The Jinjiang District government launched the "First Economy High-Quality Development Leading Plan (Spring Action)" in early 2025, which includes the establishment of a first economy promotion alliance and the creation of benchmark projects [3] - The Spring Street business district hosts a new first store or event approximately every two days, contributing to a 6.8% year-on-year increase in consumption in Jinjiang District, leading the nation [3] Group 3 - Future plans include focusing on enterprise attraction and nurturing, as well as improving the business environment for the first economy [4] - The district plans to release the first national first launch information index and conduct brand evaluations and incubations to promote sustainable development of the first economy [4]