你对当下市场，适应了多少？ 两个字概括，本月以来A股的风格是"震荡"： （1）尽管沪指创出新高，但整个A股仍未突破10月底的高点。双创板块还有不小回调。 （2）板块轮动带来"结构性"机会。即选对了方向能大赚，没选对的可能亏得不多，却也体验不佳。 但也有一些规律性的东西，比如市场的"上有顶""下有底"。 统计显示，9月5日迄今共计经历了10个周五、9个周一。 而以万得全A指数为代表，这段时间里，A股在周五下跌的概率为80%，但在周一上涨的概率超过 90%。 11月14日，市场全天震荡调整，沪指跌近1%，创业板指跌近3%。截至收盘，沪指跌0.97%，深成指跌 1.93%，创业板指跌2.82%。 板块方面，海南、燃气、医药、福建等板块涨幅居前，存储芯片、CPO等板块跌幅居前。 全市场超3300只个股下跌。沪深两市成交额1.96万亿元，较上一个交易日缩量839亿。 不知不觉，11月行情已经过半。在展开今日复盘之前，先问一个问题： 而据数据，14:06~15:00，对沪指走弱影响最大的，是银行、半导体、消费电子、白酒等板块的权重 股。创业板方面，CPO三巨头"易中天"再度走弱，同样压制了指数。 | 名称 ▼ | 日期 ...

转自：新华财经 新华财经北京11月14日电 （王媛媛）市场全天震荡调整，沪指跌近1%失守4000点，创业板指跌近3%。 截至收盘，沪指报3990.49点，跌0.97%，成交8380亿元；深证成指报13216.03点，跌1.93%，成交11201 亿元；创业板指报3111.51点，跌2.82%，成交4943亿元。沪深两市成交额1.96万亿元，较上一个交易日 缩量839亿元。 板块方面，燃气、医药商业、石油行业涨幅居前，半导体、非金属材料、电子化学品、贵金属板块跌幅 居前。 盘面热点 盘面上，锂电板块延续强势，孚日股份7连板，石大胜华3连板。福建板块逆势爆发，平潭发展、海峡环 保涨停。燃气板块逆势走强，首华燃气20cm涨停。流感概念股反复活跃，金迪克5天3板，众生药业3天 2板。海南板块表现活跃，海南海药涨停。下跌方面，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概念震荡调整，"易中天"光模块三巨头走弱。 中国⼈民银行副行长陶玲11月14日在第十六届财新峰会上表示，构建可持续的金融生态。重视金融生态 对金融业发展的关键影响。强化清晰的产权界定、公平的竞争规则、有效的契约执行、适度的融资成 ...

连板股追踪丨A股今日共90只个股涨停 锂电股孚日股份7连板 11月14日，Wind数据显示，A股市场共计90只个股涨停。其中锂电股孚日股份收获7连板，医药商业板 块人民同泰5连板，燃气股胜利股份4连板。一图速览今日连板股>> ...

Market Overview - The three major indices in China experienced collective adjustments, with the Shanghai Composite Index down 0.97%, Shenzhen Component Index down 1.93%, and ChiNext Index down 2.82% [1] - Over 2800 stocks in the two markets rose despite the overall decline [1] - The Asia-Pacific markets also fell, with Japan's Nikkei 225 down 1.77% and South Korea's KOSPI down 3.82% [1] Key Sectors Hainan Free Trade Zone - The Hainan Free Trade Zone sector showed strength, with stocks like Hainan Haiyao and Xinlong Holdings hitting the daily limit up, and Kangzhi Pharmaceutical also rising [3][4] - The positive sentiment is driven by the imminent closure of Hainan and the gradual release of favorable policies, including a "zero tariff" policy that benefits various transportation vehicles [3] Gas Sector - The gas sector performed well against the market trend, with Victory Shares achieving four consecutive limit-ups, and other companies like Changchun Gas and Shouhua Gas also rising [5][6] - The upcoming cold wave is expected to increase demand for gas, as the temperature is projected to drop significantly [6] Photovoltaic Sector - The photovoltaic industry chain remained active, with stocks like Qingyuan Shares hitting the daily limit up and significant gains in companies like Zhongxin Bo and Shangneng Electric [8][9] - The sector is buoyed by continuous favorable policies from the National Energy Administration and a positive outlook on price recovery amid industry competition [8] Institutional Insights - Debon Securities suggests that the market is likely to continue a volatile upward trend, recommending a balanced allocation across dividend, micro盘, and industry trend sectors [10] - China Galaxy Securities indicates that the current technology sector is undergoing adjustments, with a potential for a new upward trend as market hotspots rotate rapidly [11] - Guotai Junan believes that the A-share index will not experience significant adjustments, with expectations for the market to exceed previous highs by 2026 due to declining risk-free rates and ongoing capital market reforms [12]

Core Viewpoint - The A-share market experienced a collective decline across the three major indices, with significant trading volumes reported [1]. Market Performance - The Shanghai Composite Index closed at 3990.49 points, down 0.97%, with a trading volume of 837.97 billion yuan - The Shenzhen Component Index closed at 13216.03 points, down 1.93%, with a trading volume of 112.01 billion yuan - The ChiNext Index closed at 3111.51 points, down 2.82%, with a trading volume of 48.79 billion yuan [1]. Sector Performance - The gas sector led the gainers with an increase of 3.25%, followed by the pharmaceutical retail sector at 2.56% and oil and gas extraction and services at 2.12% - Other sectors that performed well include kitchen and bathroom appliances (1.53%) and port shipping (1.50%) [2]. - Conversely, the non-metallic materials sector saw the largest decline at -2.79%, followed by the semiconductor sector at -2.61% and electronic chemicals at -2.38% - Other sectors with notable declines include components (-2.22%) and industrial metals (-1.56%) [2].

Market Overview - The three major A-share indices collectively declined, with the Shanghai Composite Index falling by 0.97% to 3990 points, the Shenzhen Component Index down by 1.93%, and the ChiNext Index decreasing by 2.82% [1] - The total market turnover was 1.98 trillion yuan, a decrease of 853 billion yuan compared to the previous trading day, with over 3300 stocks declining [1] Sector Performance - The storage chip and HBM concepts saw significant declines, with stocks like Tongyou Technology, Baiwei Storage, and Jiangbolong dropping over 10% [1] - The AIPC sector also fell, with Jucheng Co. dropping nearly 10% [1] - The CPO concept experienced fluctuations, led by Huamao Technology [1] - Sectors such as semiconductors, precious metals, electronic chemicals, and controlled nuclear fusion had the largest declines [1] Notable Gains - The Hainan free trade zone saw a surge in duty-free shopping amounts and visitor numbers in the first week of the new policy, leading to a rally in Hainan-related stocks like Hainan Mining and Kangzhi Pharmaceutical, which hit the daily limit [1] - Gas stocks rose, with Shouhua Gas reaching the daily limit [1] - The pharmaceutical commercial sector was active, with Renmin Tongtai also hitting the daily limit [1] - Sectors such as aquaculture, SPD concepts, traditional Chinese medicine, and public utilities showed notable gains [1] Top Gainers - The top gainers included sectors such as forestry (+3.81%), gas (+2.37%), and energy equipment (+2.26%) [2] - Other sectors with positive performance included port services (+0.98%), comprehensive categories (+0.60%), and shipping (+0.55%) [2]

Market Overview - The three major A-share indices opened lower and closed down, with the Shanghai Composite Index falling by 0.97%, the Shenzhen Component Index down by 1.93%, and the ChiNext Index decreasing by 2.82% [1] - The total trading volume in the Shanghai and Shenzhen markets was 19,804 billion yuan, a decrease of 853 billion yuan compared to the previous day [1] - Over 3,300 stocks in the market experienced declines [1] Sector Performance - The Hainan and Fujian sectors showed strong performance throughout the day, with several stocks hitting the daily limit [1] - Pharmaceutical stocks related to influenza saw significant gains, while gas and photovoltaic equipment sectors also performed well [1] - The storage chip sector experienced a pullback, with stocks like Baiwei Storage dropping over 10% [1] - The CPO and food and beverage sectors faced adjustments, with San Yuan shares hitting the daily limit down [1] Notable Stocks - Stocks such as Kangzhi Pharmaceutical, Hainan Haiyao, Hainan Development, and Haima Automobile reached the daily limit up [1] - Gas stocks like Changchun Gas and Victory Shares also hit the daily limit up [1] - The photovoltaic concept saw a brief surge before retreating, with Zhongxin Bo rising over 10% [1] - Medical stocks led the market, with companies like Yuyuan Pingmin and Renmin Tongtai hitting the daily limit up [1]

Core Insights - The pharmaceutical commercial sector has seen a significant rise, with the industry index increasing by 1.89% on November 14, and a cumulative increase of 7.75% in November, outperforming the CSI 300 index by approximately 7 percentage points [1][2] - The introduction of supportive policies for commercial health insurance by the government is expected to accelerate the upgrade of the pharmaceutical distribution structure, enhancing the willingness of hospitals to procure high-value innovative drugs [1][2] - The net profit of the pharmaceutical commercial industry reached 16.32 billion yuan in the first three quarters, reflecting a year-on-year growth of 5.35%, indicating an overall recovery in industry prosperity [2] Company Performance - Shuyou Pingmin reported a revenue of 7.446 billion yuan in the first three quarters, with a year-on-year growth of 5.19%, and achieved a net profit of 109 million yuan [3] - Huaren Health's net profit for the first three quarters was 157 million yuan, marking a significant year-on-year increase of 45.21%, the highest growth rate in the industry [3] - The top-performing stock in the sector, Hefuchina, has seen a cumulative increase of 141.98% this year, leading the sector [1] Institutional Holdings - Five pharmaceutical commercial stocks have received significant investments from insurance funds, with a total market value of 4.528 billion yuan [4][5] - Shanghai Pharmaceuticals alone has a market value of 2.707 billion yuan held by insurance funds, indicating strong institutional interest in the sector [5]

银行及医药板块逆市上涨。 11月14日早盘，A股市场主要股指震荡下跌，沪指跌0.16%，报4022.89点；深证成指跌1.1%，创业板指跌1.74%，北证50、红利指数实现小幅上涨。 板块上来看，医药商业、房地产、燃气等板块逆市走强，银行、煤炭等高红利板块表现较好；科技板块集体下跌，半导体、存储器、电路板等概念跌幅居 前。 | | | 银行 1375.04 0.96% | G | | | --- | --- | --- | --- | --- | | 成分股 | 基金 | 简况(F10) | 资金 分析 | 新闻 | | 名称/代码 | | 最新 = | 涨幅 ◆ ５日涨幅 ◆ | | | 兴业银行 601166 融 | | 21.83 | +2.58% +3.12% | | | 领涨龙头3 | | | | | | 中国银行 601988 [ | | 5.86 | +2.09% +3.90% | | | 郑州银行 | | 2.10 +1.94% +3.96% | | --- | --- | --- | | 002936 融 | | | | 浙商银行 | 3.14 | +1.62% +1.62% | | 601 ...

Group 1 - Recent market structural opportunities are mainly concentrated in the fields of new energy and AI, with trending concepts like "milk skin candy hawthorn" and "wilderness survival" gaining attention [2] - Stocks related to the wilderness survival concept, such as Sanfu Outdoor, have shown significant activity, with Sanfu Outdoor rising over 6% and hitting the daily limit [4] - Jiuyang Co. has also seen a surge, with its stock hitting the daily limit after the launch of its new product "Haqimi North-South Mung Bean Soymilk," which became popular on e-commerce platforms [5] Group 2 - The banking sector showed strength, with all major banks' stocks rising, and Agricultural Bank and Industrial and Commercial Bank reaching historical highs [2] - The pharmaceutical sector is performing well, with significant gains in pharmaceutical commerce, flu-related stocks, and innovative drugs [5][7] - Innovative drug leader BeiGene reported third-quarter earnings that exceeded market expectations, with a revenue of 27.595 billion and a year-on-year growth of 44.2% [8]