港股市场延续反弹态势，恒生指数涨2.41%，恒生科技指数飙升3.21%，科网股贡献主要涨幅。市场风 险偏好修复推动指数收复上周失地。 行业热点与驱动逻辑 科技成长赛道多点开花，成为两地市场核心主线。AI产业链中，HBM概念受"2026年DRAM供应紧 张"预警催化，存储芯片标的涨停，分析指出HBM上游设备材料（TSV设备、IC载板）将率先受益于国 产替代浪潮；CPO板块延续强势，研究显示海外大客户1.6T光模块采购计划持续上修，龙头企业量价齐 升趋势明确。消费电子板块在iPhone 17系列销量超预期（较前代增长14%）带动下集体反弹，权重股成 交放量，机构认为"AI+终端"创新周期已启动，智能眼镜等端侧设备有望成为下一个爆发点。 今日A股市场在科技成长赛道强势反弹带动下高开高走，创业板指领涨全场，港股科技板块同步爆发， 形成"A股硬科技领涨、港股估值修复"的联动行情。早盘A股超4500股飘红，AI硬件、消费电子、存储 芯片等科技方向集体走强，消费电子板块受苹果股价创新高提振，龙头企业涨停；HBM、CPO概念延 续强势，资金对算力基础设施的关注度持续升温。与此同时，前期逆势的煤炭、民航板块普遍回调，市 场风格 ...

7x24h电报 头条新闻 VIP资讯 实时盯盘 板块方面， 培育钻石、CPO、工程机械等板块涨幅居前， 煤炭等板块跌幅居前。截至收盘， 沪指涨1.2%，重新站上3900点，深成指涨 1.97%，创业板指涨2.92%。 下载财联社APP获取更多资讯 准确 快速 权威 专业 今日A股震荡反弹， 创业板指盘中涨超3%，全市场近4600只个股上涨。 沪深两市半日成交额1.15万亿，较上个交易日缩量115亿。盘面上热点轮番 活跃，深地科技概念持续走强，神开股份、石化机械双双2连板，正元地信等多股涨停。 算力硬件概念延续强势， "易中天"光模块三巨头大涨。苹果产业链表现活跃，环旭电子涨停。存储芯片概念大幅拉升，香农芯创盘中涨超 13%。下跌方面，煤炭股多数下跌，安泰集团等大跌。 ...

转自：证券时报 MACD金叉信号形成，这些股涨势不错！ 人民财讯10月21日电，A股三大指数早盘震荡走高，截至午间收盘，沪指涨1.2%收复3900点，深证成指 涨1.97%，创业板指涨2.92%。盘面上，培育钻石概念持续走强，黄河旋风涨停实现二连板，四方达涨 超12%；CPO概念大涨，源杰科技涨超16%，新易盛、中际旭创均大涨；此外，可燃冰、工程机械、房 地产、存储芯片、苹果概念等涨幅居前；煤炭开采加工、燃气等板块跌幅居前。全市场半日成交额超 1.1万亿元，近4600只个股上涨。 ...

二是保持均衡配置。手里既要有科技成长这样的"矛"，也要有黄金、大金融这类"盾"，用来应对中美贸易的不确定性； 三是控制仓位，耐心等待。别因为单日反弹就急着满仓，目前市场仍在震荡休整期，仓位控制在5-6成，留足子弹，等放量突破的信号明确再行动。 帮主一句劝：行情总在绝望中诞生，在犹豫中成长。当前A股中长期向上的逻辑并未改变，我们要做的就是在震荡中守住优质标的，等风来。我是帮主郑 重，投资路上，咱们一起稳扎稳打！ 中长线玩家，这时候最该沉住气。市场短期会受情绪摇摆，但长期终归要回归基本面。当前操作要把握三个关键： 一是紧抓"政策+业绩"双主线。半导体设备、AI端侧、新能源电池这些领域，既有国产替代的政策背书，又有行业景气度支撑，回调反而是布局机会； 朋友们，今天A股这缩量反弹，是不是看得你又喜又忧？三大指数全线上涨，创业板更是猛冲近2%，但两市成交额却缩到1.7万亿，创下近期新低。我是帮 主郑重，做了20年财经记者，专攻中长线——这种"指数红火、资金观望"的场面，背后其实藏着市场真正的情绪。 现在的市场，就像暴风雨前的傍晚。表面风平浪静，实则暗流涌动。昨天盘面上，科技股集体回暖，CPO、固态电池领涨，煤炭、燃气这 ...

4064家上涨 涨跌停比 96:6 A股三大指数集体上涨,创业板指涨幅最大,表现最为突出,上证指数日线收出小阳线,站稳 5日均线,且MACD指标绿柱持续收窄,显示短期调整压力有所释放。 2025.10. 20 个股呈现普涨格局. 赚钱效应良好,盘面上,培 育钻石概念午后爆发,煤炭、燃气板块掀涨停 潮. CPO、电解液、民航板块表现不俗;贵金属 大幅杀跌,稀土、农业板块明显下跌。 两市成交额 万亿元 ▼-10.35% 今日两市成交额显著缩量,创阶段新低,是市 场处于风格切换期、增量资金观望、存量博弈 加剧的综合体现。"缩量普涨"的格局虽短期 提振人气,但缺乏量能支撑的反弹难以持久, 后续需警惕震荡调整风险。 资金情绪 主力资金净流出 45.35亿元 散户资金净流入 机构谨慎乐观与结构性调仓并存,尽管市场出现反弹,但机构投资者的操作相当理性,并未盲目追涨。机 构的布局重点清晰集中在有明确产业趋势和政策催化的方向,显示出其"重结构、轻指数"的谨慎策略; 散户杠杆入场放缓,情绪随题材分化且观望升温,杠杆资金对题材股的追涨意愿降温,更多转向业绩确定 性较强的领域. 散户既想把握政策催化下的结构性机会,又对风险心存警惕, ...

Market Performance - The three major A-share indices collectively rebounded today, with the Shanghai Composite Index rising by 0.63% to close at 3863 points, the Shenzhen Component Index increasing by 0.98%, and the ChiNext Index up by 1.98% [1] - The total market turnover was 1.75 trillion yuan, a decrease of 203.1 billion yuan compared to the previous trading day, with over 4000 stocks rising [1] Sector Performance - The cultivated diamond sector saw explosive growth, with stocks like Huanghe Xuanfeng, Sifangda, and Hengsheng Energy hitting the daily limit [1] - The coal sector experienced significant gains, with stocks such as Baotailong, Zhengzhou Coal Electricity, and Baotai Group also reaching the daily limit [1] - Gas stocks rose, with Guo Xin Energy hitting the daily limit [1] - The CPO concept was active, with Cambridge Technology hitting the daily limit [1] - Other sectors with notable gains included F5G concept, robotics, digital watermarking, and brain-computer interface [1] - Conversely, precious metals and gold concepts saw significant declines, with Hunan Silver and Western Gold hitting the daily limit down [1] - The jewelry sector declined, with Cuihua Jewelry dropping over 8% [1] - The rare earth permanent magnet sector weakened, led by Xinlaifu [1] - Other sectors with notable declines included small metals, genetically modified products, and pork and chicken concepts [1] Index Performance - Shanghai Composite Index: 3863.89 (+24.14, +0.63%) [1] - Shenzhen Component Index: 12813.21 (+124.27, +0.98%) [1] - ChiNext Index: 2993.45 (+58.09, +1.98%) [1] - Other indices such as the Sci-Tech 50, CSI 300, and CSI 500 also showed positive movements [1]

盘面上，CPO概念股走强，剑桥科技、瑞斯康达、汇绿生态涨停。超硬材料概念股发力，四方达、黄河 旋风先后涨停。煤炭板块持续走强，大有能源5连板，安泰集团3连板。燃气股快速上扬，国新能源5天4 板。下跌方面，有色金属大跌，黄金概念跌幅居前，湖南白银跌停。 上涨股票数量接近4100只，近百股涨停。 机构观点 巨丰投顾：周一市场震荡运行，培育钻石板块涨幅居前。从目前趋势看，市场整体趋势依然向上。红利 板块与科技股轮动加速，投资者仍需重点关注前期热门行业龙头回调后的低吸机会。在政策刺激下，A 股与经济有望同步出现向上的拐点。具体投资方向上，中线建议关注维持高景气度的半导体、消费电 子、人工智能、机器人、低空经济等领域的增量机会。 星石投资：短期来看，不确定因素压制市场风险偏好，资金出于避险或止盈的需求可能会导致市场波 动，这点可能在前期涨幅更大的科技成长风格中体现更为明显。中期角度看，当前市场仍具有牛市驱 动，流动性驱动有望持续的同时，基本面驱动或将逐步跟上。流动性方面，国内利率处于低位、海外流 动性保持宽松，意味着资金对中国权益类资产的增配有望继续。基本面方面，政策发力带动经济逐步企 稳并走出通缩仍是中期方向，基本面 ...

Core Viewpoint - The A-share market shows a broad-based rally led by growth sectors, while defensive sectors retreat, driven by policy support, easing overseas uncertainties, and favorable industry dynamics [1][2]. Market Performance - A-share indices all rose, with the Shanghai Composite Index up 0.69% to 3866.09 points, and the Shenzhen Component and ChiNext Index rising 1.38% and 2.49% respectively [2]. - The Hong Kong market rebounded strongly, with the Hang Seng Index up 2.41% to 25854.98 points and the Hang Seng Tech Index soaring 3.21% to 5945.11 points, driven by tech stocks and net inflows from southbound funds [2]. Industry Highlights and Driving Logic - The technology growth sector experienced a comprehensive surge, with the communication sector leading at a 3.66% increase, driven by accelerated infrastructure construction and overseas technological breakthroughs [3]. - The semiconductor sector is recovering, supported by domestic substitution and rising storage prices, while the robotics sector is boosted by large orders [3]. - The solid-state battery sector is also active, with expectations of technological iterations driving investment in core material segments [3]. Structural Opportunities in Cyclical Sectors - The coal sector rose 2.05%, supported by tight supply and energy security policies [4]. - Precious metals and rare earth sectors declined due to a drop in international gold prices, with the precious metals sector experiencing a significant sell-off following a $127 drop in gold prices [4]. Investment Strategy Recommendations - The current market is characterized by "policy support + capital inflow," with structural opportunities in technology growth and policy-driven sectors expected to dominate [5]. - Focus on technology growth sectors, particularly in AI and domestic substitution, with hardware segments like CPO and servers showing increased earnings certainty [5]. - In cyclical and resource sectors, monitor supply-demand improvements, especially in precious metals, while being cautious of policy risks in the coal sector [5][6].

手里有持仓的，尤其是算力、机器人里那些有业绩支撑的票，只要没放量急跌，就拿着别动，别赚点小钱就跑，这些板块的逻辑还在；要是持有的是煤炭， 注意看午后能不能稳住量能，毕竟涨了几天，别贪心。 没持仓想进场的，千万别追早盘已经涨停或者涨超10%的票，容易站岗。可以看看跟涨但没怎么放量的F5G、电机板块，找那些低位、估值不高的，小仓位 试错就行，别一下子满仓。 兄弟们，早盘这行情是不是看得心里敞亮？创指半日就涨超2%，沪指、深成指也跟着红，4200多只个股上涨，比上周那种磨磨唧唧的行情痛快多了！ 早盘最抢眼的就是算力硬件、机器人和煤炭这三兄弟。CPO板块里剑桥科技这些直接冲涨停，机器人概念更猛，华瑞股份、中威电子直接20cm封板，这都 是新动能在发力；煤炭呢，安泰集团、大有能源这些涨停，说白了就是业绩托底，资金认账。至于跌的贵金属、银行，也不用慌，贵金属是受外围金价波动 影响，银行就是短期调整，不是大问题。 重点来了，午后该怎么操作？作为跑了20年财经、做惯中长线的人，帮主给大家提个醒：别被早盘的大涨冲昏头，也别乱追高。 还有一点要记住，午后盯着沪指3850点这个支撑位，只要不跌破，行情就还是稳的；要是跌破了，也别慌 ...

Core Viewpoint - The three major stock indices experienced fluctuations in the morning session, with the ChiNext Index rising over 2% in half a day [1] Sector Performance - The coal mining and processing sector remained strong, with companies such as Antai Group, Dayou Energy, and Yunmei Energy hitting the daily limit [1] - The CPO sector saw a strong rebound, with companies like Huilv Ecology and Cambridge Technology also reaching the daily limit [1] - The robotics concept was active, with Huari Co. and Zhongwei Electronics both hitting a 20% limit up [1] - Conversely, the precious metals sector showed weakness, with Hunan Silver hitting the daily limit down [1] - The rare earth permanent magnet sector declined, with Xinlaifu leading the drop [1] - The banking sector experienced significant declines, with Yunnan Rural Commercial Bank leading the losses [1] Market Overview - Overall, there was a broad increase in individual stocks, with over 4,200 stocks rising [1] - As of the midday close, the Shanghai Composite Index was at 3,866.12 points, up 0.69%; the Shenzhen Component Index was at 12,863.53 points, up 1.38%; and the ChiNext Index was at 3,008.56 points, up 2.49% [1] - The F5G concept, electric motors, and coal mining and processing sectors led the gains, while precious metals, gold concepts, and lead metal sectors saw the largest declines [1]