全市场超4000只个股上涨。 2月24日，A股三大指数集体上涨。截至收盘，沪指涨0.87%，深成指涨1.36%，创业板指涨0.99%。科创 综指跌0.61%。 | 代码 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 000001 上证指数 | 4117.41 | 35.34 | 0.87% | | 399001 深证成指 | 14291.57 191.38 | | 1.36% | | 881001 万得全A | 6828.58 | 71.78 | 1.06% | | 000680 科创综指 | 1798.21 -10.97 -0.61% | | | | 399006 创业板指 | 3308.26 | 32.31 | 0.99% | 【资金流向】 盘面上，油气、贵金属、培育钻石板块涨幅居前，影视院线、游戏、文化传媒板块走低。 具体来看，油气板块掀涨停潮，通源石油、中油工程、准油股份等十余股涨停。 | 代码 | 名称 | 涨幅� | 珊介 | | --- | --- | --- | --- | | 920088 | 科力股份 | +26.03% | 54.61 ...

有券商表示，在地缘政治仍存在不确定性的前提下，中长期原油供需格局仍具备景气基础，在长期主义视角下，持续看好"三桶油"及油服板块。此外，宏观 经济恢复提振化工需求，长期来看化工品产能出清利好龙头企业，看好大炼化、煤化工、乙烯盈利向好。 下跌方面，影视ETF跌超7%。 市场冲高回落，创业板指盘中一度涨超2%。从板块来看，油气股集体上涨，化工板块爆发，培育钻石概念大涨；下跌方面，影视院线、AI应用等板块跌幅 居前。 ETF涨跌幅方面，多只油气相关ETF涨超9%。 | 代码 | 名称 | 现价 | 涨跌幅 | 估算规 | | --- | --- | --- | --- | --- | | 513350.SH | 。 标普油气ETF | 1.162 | 9.73% | | | 159518.SZ 标普油气ETF嘉实 1.101 9.66% | | | | | | 563150.SH | 油气ETF银华 | 1.436 | 9.53% | | | 561760.SH | 油气ETF博时 | 1.43 | 8.42% | | | 159309.SZ | 油气ETF汇添富 | | 1.479 7.72% | | | 5133 ...

盘面上，市场热点快速轮动，全市场超4000只个股上涨，其中109只个股涨停。截至收盘，沪指涨0.87%，深成指涨1.36%，创业板指涨0.99%。 从板块来看，油气股集体上涨，通源石油、准油股份、山东墨龙、中海油服等多股涨停。化工板块爆发，美邦股份4连板，红宝丽、红墙股份、澄星股份、 金浦钛业涨停。培育钻石概念大涨，四方达20cm涨停，黄河旋风涨停。玻纤概念反复活跃，国际复材涨超4天2板，续创历史新高。下跌方面，影视院线、 AI应用等板块跌幅居前。其中影视院线概念股集体大跌，光线传媒、中国电影等多股跌停。 凤凰网财经讯 2月24日，市场冲高回落，创业板指盘中一度涨超2%。 涨停表现 沪深两市成交额2.2万亿，较上一个交易日放量2194亿。 | 封板率 | 昨涨停今表现 | | --- | --- | | 69.00% | 2.66% | | 封板 93 触及 42 | 高开率 59% 获利率 | ...

每经AI快讯，2月24日，市场冲高回落，创业板指盘中一度涨超2%。沪深两市成交额2.2万亿元，较上 一个交易日放量2194亿元。盘面上，市场热点快速轮动，全市场超4000只个股上涨，其中109只个股涨 停。从板块来看，油气股集体上涨，通源石油、准油股份、山东墨龙、中海油服等多股涨停。化工板块 爆发，美邦股份4连板，红宝丽、红墙股份、澄星股份、金浦钛业涨停。培育钻石概念大涨，四方达 20cm涨停，黄河旋风涨停。玻纤概念反复活跃，国际复材涨超4天2板，续创历史新高。下跌方面，影 视院线、AI应用等板块跌幅居前。其中影视院线概念股集体大跌，光线传媒、中国电影等多股跌停。 截至收盘，沪指涨0.87%，深成指涨1.36%，创业板指涨0.99%。 （文章来源：每日经济新闻） ...

Market Performance - The three major A-share indices all rose today, with the Shanghai Composite Index increasing by 1.17%, the Shenzhen Component Index by 1.82%, and the ChiNext Index by 1.76% [1] - The strong performance was driven by cyclical stocks, particularly in the oil and gas extraction, non-ferrous metals, and chemical sectors [3] Sector Highlights - The oil and gas extraction and services sector saw significant gains, with a notable increase of 10.29% [3] - Key stocks in this sector included: - Keli Co., Ltd. (涨幅 23.75%, 市值 17 billion) - Tongyuan Petroleum (涨幅 20.04%, 市值 74.8 billion) - Zhongyou Engineering (涨幅 10.13%, 市值 237 billion) [3] - The optical fiber sector also performed strongly, with Changfei Optical Fiber hitting a historical high and a market value of 194.3 billion [4][6] Price Trends - The price of G.652.D single-mode optical fiber reached a near seven-year high of over 35 yuan per core kilometer, driven by increased demand from global AI data centers and supply constraints [6] - The MLCC (Multi-layer Ceramic Capacitor) sector experienced a price increase of nearly 20% in the Korean market, attributed to surging demand from AI servers, which require three times more MLCCs than standard servers [7] Infrastructure and Technology - The power infrastructure sector, including ultra-high voltage and flexible DC transmission, saw significant gains, supported by government initiatives to establish a unified national electricity market by 2030 [10][11] - The expected capital expenditure from major cloud service providers like Amazon, Google, Meta, and Microsoft is projected to reach approximately 598.7 billion, indicating strong demand for AI computing power [8]

中国基金报记者 李智 A股迎来马年首个交易日，一起来看下最新的市场情况及资讯。 板块上来看，油气板块掀涨停潮，化工、贵金属、海运、通信设备等板块表现活跃；而AI应用方向走低，文化传媒、软件、短剧游戏等板块震荡调整。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 玻璃纤维 9.43% | 油气开采 8.06% | 磷化工 6.91% | 天然气 6.81% | 光模块(CPO) 6.42% | 能源设备 7.50% | 石油天然气 5.94% | 石油化工 5.09% | 原史 4.85% | 芸会居 4.78% | | 光通信 5.66% | 深地经济 5.44% | 覆铜板 5.44% | 化学原料 5.42% | 特高压 5.35% | 化肥农药 4.46% | 工程机械 4.43% | 通信设备 3.99% | 建材 3.71% | 摩托车 3.40% | | 虚拟人 | ChatGPT | 拼多多合作商 | 谷子经济 | AIGC | ...

Group 1 - The strongest sector on the first trading day of the year was the oil and gas sector, with Tongyuan Petroleum hitting a 20% limit up shortly after opening [1][6] - Brent crude oil prices increased from $66 per barrel to $72 per barrel, driven by heightened geopolitical risks due to tensions between the US and Iran [1][6] - The net long positions in the crude oil market have risen to a two-year high, with January's call option trading volume reaching a historical peak [1][6] Group 2 - The recent surge in physical assets like oil and gold has positively impacted A-shares, with oil stocks experiencing significant gains [2][7] - The oil and gas sector is expected to maintain high volatility in the short term, with potential price increases if geopolitical tensions escalate [2][7] - If a nuclear agreement is reached, the geopolitical risk premium may decrease, leading to a potential drop in oil prices [2][7] Group 3 - The spring market rally is entering its second phase, with historical data showing increased probabilities of market gains in the weeks following the Lunar New Year [3][8] - The market is expected to favor small-cap stocks over large-cap stocks, with technology and cyclical sectors likely to outperform [3][8] - The upcoming Two Sessions may lead to increased market rotation, with a shift in focus towards policy-driven investment opportunities [3][8] Group 4 - Global capital markets are undergoing a significant correction from narrative premiums to pricing realities, with liquidity and risk appetite being major sources of volatility [4][9] - The AI sector is facing scrutiny as it shifts from a financing model based on mutual promises to a more rigorous examination of commercial viability and financial authenticity [4][9]

今天上午，A股三大股指齐涨。截至收盘，上证指数上涨1.17%，深证成指上涨1.82%，创业板指上涨1.76%，科创综指上涨0.07%。 盘面上，三大主线上午表现强势： 首先是周期股，油气开采、有色金属、化工等板块大涨； | 蓝焰控股 | 8.66 | 10.04% | 83.8亿 | | --- | --- | --- | --- | | 融 000968 | | | | | 首板涨停 最终涨停 10:22 | | | | | 准油股份 | 11.10 | 10.01% | 28.9亿 | | 002207 | | | | | 首板涨停 最终涨停 09:31 | | | | | 中曼石油 | 36.61 | 10.01% | 169亿 | | 融 603619 | | | | | 草柜涨停 量终涨停 09:32 | | | | | 惠博音 | 4.18 | 10.00% | 55.7 Z | | ■ 002554 | | | | | 草板涨停 量终涨停 09:35 | | | | | 中海油服 | 17.38 | 10.00% | 51517. | | ■ 601808 | | | | 其次是算力产业链。其中 ...

今天上午，A股三大股指齐涨。截至收盘，上证指数上涨1.17%，深证成指上涨1.82%，创业板指上涨1.76%，科创综指上涨0.07%。 盘面上，三大主线上午表现强势： 首先是周期股，油气开采、有色金属、化工等板块大涨； | | 油气开采及服务 2011.79 10.29% | | | © Q | | --- | --- | --- | --- | --- | | 成分股 | 基金 | 简况(F10) | 资金 | 板块分析 | | 名称代码 | | 最新 | 涨幅 ◆ | 流通市值 | | 科力股份 融 920088 | | 53.62 | 23.75% | 17亿 | | 通源石油 300164 | | 12.82 | 20.04% | 74.8亿 | 另一个涨价主题是MLCC概念（片式多层陶瓷电容器），龙头股风华高科"一字"涨停。 消息面上，近期韩国MLCC现货价格已上涨近20%，业内预计短期内仍将持续上涨。涨价背后是AI服务器需求的爆发式增长。作为"电子工业的大米"， MLCC是电子设备电路中用于稳定供电、滤除干扰信号的必备元件。随着人工智能产业快速发展，AI服务器因功耗巨大，其MLCC搭载量较普通服务 ...

Market Overview - The market opened higher on February 24, with all three major indices rising over 1%: Shanghai Composite Index increased by 1.17%, Shenzhen Component Index by 1.82%, and ChiNext Index by 1.76% [1] - Over 4,200 stocks in the market experienced gains, with sectors such as non-ferrous metals, oil and gas, optical fiber, and chemicals leading the increases [1] Sector Performance - Oil and gas stocks surged, with companies like Zhun Oil Co., Shandong Molong, Intercontinental Oil & Gas, and Zhongman Petroleum hitting the daily limit [2] - The chemical sector saw significant growth, with Meibang Co. achieving four consecutive trading limit increases, and Jinniu Chemical recording four limits in seven days [2] - The glass fiber concept remained active, with International Composites rising over 4% and achieving a historical high [2] Geopolitical Impact - The escalation of tensions between the U.S. and Iran during the A-share market's holiday period heightened concerns over potential disruptions in oil supply, contributing to price increases in non-ferrous and chemical products [2] - Precious metals also saw a rise, with Hunan Silver hitting the daily limit and several other gold-related stocks following suit. During the holiday period, global precious metal prices fluctuated, with gold rising over 7% and silver nearly 20% from February 18 to February 23 [2] Declines in Specific Sectors - The film and cinema sector faced a collective downturn, with companies like Hengdian Film, Bona Film, and China Film hitting the daily limit down [2][3][4] - Notable declines included Light Media down 18.99%, Happiness Blue Sea down 17.04%, and Bona Film down 10.02% [3][4] Hong Kong Market Performance - The Hong Kong market experienced a decline, with the Hang Seng Index falling by 1.93% and the Hang Seng Technology Index by 2.36%. Major companies like Meituan, Baidu, Tencent, and Alibaba also saw significant drops [5][6] - The total trading volume in the Hong Kong market was 138.68 billion, with net outflows of 1.22 billion from southbound funds [5]