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大象论股|A股全线深幅调整,锂电领跌两市成交近2万亿
Sou Hu Cai Jing· 2025-11-21 14:06
Overall Market Performance - A-shares experienced a significant decline, with the Shanghai Composite Index falling by 2.45% to 3834.89 points, the Shenzhen Component down by 3.41%, and the ChiNext Index dropping by 4.02% [3] - The total trading volume for A-shares reached 1.98 trillion yuan, an increase from the previous day's 1.72 trillion yuan [3] Sector Performance - Over 5000 stocks in the market declined, with the lithium battery supply chain experiencing a sharp downturn, particularly the lithium mining index [4] - Nearly 20 stocks, including Jiangte Electric, Tibet Summit, Jinyuan Co., Shengxin Lithium Energy, Rongjie Co., and Ganfeng Lithium, hit the daily limit down [4] - Conversely, the shipbuilding sector saw gains, with Jiuzhiyang rising over 15%, and other companies like China Shipbuilding Defense and Kunshan Intelligent also following suit [4] - Some seafood stocks were active, with companies like Zhangzidao and Zhongshui Fishery reaching the daily limit up [4] Market Outlook - The primary catalyst for today's A-share adjustment stemmed from overseas markets, particularly the reinforced expectation of the Federal Reserve maintaining high interest rates, with the probability of a rate cut in December dropping from 50% to about one-third [6] - The U.S. stock market experienced a sharp decline, with the Nasdaq index falling by 2.15%, and despite Nvidia's better-than-expected earnings, it still dropped by 3.15%, leading to significant losses among other tech giants like AMD and Oracle [6] - This panic sentiment spread to Asian markets, with the Nikkei 225 index down by 2.32% and the Korean Composite Index down by 3.42%, impacting A-shares from the opening [6] - Internal factors further amplified market volatility, with a high limit-down rate of 49% and a prevailing cautious sentiment among investors [6] - The adjustment in A-shares is attributed to a combination of internal and external pressures, but signals of policy support and the inherent resilience of A-shares provide medium to long-term support [6] - The market is expected to enter a phase of consolidation in the short term, with investors advised to focus on performance certainty and policy direction while managing risks to seize structural opportunities [6]
A股收评 | 沪指收跌2.45% 内外因素压制!指数大幅下挫
智通财经网· 2025-11-21 07:12
盘面上,军工装备午后拉升,中船系全天活跃,久之洋涨停,中船防务、中船科技跟涨。消息面上,据 券商中国,除近期日本挑衅言论持续发酵外,军工板块似乎正在迎来持续催化。央视新闻刊发《硬核实 力!大国利器"上新"三连》,文章指出,近日大国利器接连上新,我国首艘电磁弹射型航母福建舰入 列,并开展了首次海上实兵训练任务;同时,从业绩上看,军工板块前三季度业绩增长明显。 此外,Sora概念、华为盘古等AI应用端午后拉升,易点天下、视觉中国涨停封板;林业板块冲高后回 落。 跌幅方面,短线情绪临冰点,权重题材集体下跌。锂资源、能源金属板块集体大幅回调,金圆股份、盛 新锂能等多股跌停;固态电池板块跌幅居前,诺德股份、恩捷股份等概念股大面积跌停;光伏、有机硅 板块走低;存储芯片板块大跌,德明利、时空科技等跌停;电网设备、消费电子、小金属、油服等板块 全面下跌。 个股方面,停牌核查的两大牛股海峡创新、平潭发展今日复牌巨震,尾盘双双跌停;北交所新股大鹏工 业午后拉升涨超1000%,较开盘价涨幅近180%,日内换手率超95%。 展望后市,德邦证券表示,市场风格延续谨慎,美联储降息预期下行以及中日关系紧张等外部因素或持 续影响市场,短期市 ...
市场全天震荡调整,创业板指跌超4%
凤凰网财经讯 11月21日,市场全天震荡调整,沪指跌超2%,创业板指跌超4%。 盘面上个股普跌,全市场近5100只个股下跌。截至收盘,沪指跌2.41%,深成指跌3.41%,创业板指跌4.02%。 封板率 58.00% 板块方面,中船系、AI应用等板块涨幅居前,电池、硅能源、锂矿等板块跌幅居前。 从板块来看,AI应用概念逆势走强,榕基软件5连板。军工板块表现活跃,久之洋20cm触及涨停,江龙船艇、天海防务逆势大涨。下跌方面,锂电池产业链 集体调整,盛新锂能等多股跌停。有机硅概念快速下跌,晨光新材跌停。存储芯片概念持续走弱,德明利、时空科技跌停。 涨停表现 沪深两市成交额1.97万亿,较上一个交易日放量2575亿。 封板 28 触及 20 昨涨停今表现 -0.82% 高开率 44% 获利率 ...
收评:沪指低开低走跌2.45% 创指跌超4% 下跌个股超5000只
Xin Lang Cai Jing· 2025-11-21 07:10
截至收盘,沪指报3834.89点,跌2.45%;深证成指报12538.07点,跌3.41%;创指报2920.08点,跌4.02%。 盘面上,中船系、Sora概念、文化传媒板块上涨,能源金属、电池、钛白粉概念跌幅居前。 11月21日消息,市场全天震荡调整,三大股指低开低走,创指跌超4%,沪指跌超2%。板块方面,军工板块局部活跃,久 之洋、中船防务涨幅居前;下跌方面,锂矿概念大幅回调,赣锋锂业、盛新锂能等多股跌停;存储芯片尾盘持续下挫,普冉股 份、香农芯创等多股跌超10%;光伏设备板块集体调整,金辰股份跌停。总体来看,个股呈普跌态势,下跌个股超5000只。 ...
刚刚!A股突变!
天天基金网· 2025-11-21 05:20
A股市场低开低走,截至午间收盘,上证指数跌1.88%,深证成指跌2.72%,创业板指跌 3.18%。 A股市场半日成交额为1.32万亿元,较上日同期略有放量;全市场近5000只个股下跌。 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! 全球市场遭遇"黑色星期五",来一起关注上午的市场行情和资讯~ 11月21日上午,亚太市场普遍走低,日经225指数跌超2%,韩国综合指数跌超3%,仅澳洲 标普200指数微红。 | 亚太市场 | | | | --- | --- | --- | | 日径225 | 韩国综合 | 新加坡海峡 | | 48730.53 | 3853.81 | 4469.94 | | -1093.41 -2.19% -151.04 -3.77% -41.93 -0.93% | | | | 澳洲标普200 | 印度 | MSCI台湾 | | 8429.50 | 85347.40 | 1043.02 | | +13.00 +0.15% -285.28 -0.33% -41.72 -3.85% | | | | 上证指数 | 深证成指 | 恒生指数 ...
A股午评:受美股隔夜暴跌影响,三大指数大跌,沪指跌破3900点创指跌3.18%,锂矿、电池板块大幅回调!超4900股下跌,成交13174亿放量2004亿
Ge Long Hui· 2025-11-21 04:20
格隆汇11月21日|受美联储降息预期骤降、美股隔夜暴跌影响,亚太股市早盘表现低迷。A股三大指数 集体下跌,截至午间收盘,沪指跌1.88%报3857.24点,深成指跌2.72%,创业板指跌3.18%,北证50指数 跌2.78%。沪深京三市半日成交额13174亿元,较上日放量2004亿元,全市场超4900只个股下跌。盘面 上,锂矿、电池、有色金属、光伏设备等板块大幅回调,中船系、种植业与林业板块逆势上涨。 ...
帮主郑重收评:超3850只股下跌!缩量调整下,明日这样布局不踩坑
Sou Hu Cai Jing· 2025-11-21 04:04
帮主用20年经验拆解:银行股逆势涨,核心还是低估值+高股息,在震荡市里成了资金的"避风港";锂板块走强,离不开碳酸锂价格回升的基本面支撑;而 中船系、旅游板块调整,要么是前期涨多了获利回吐,要么是缺乏持续的政策或业绩催化。 最关键的信号是缩量!缩量调整意味着市场抛压不算重,但买盘也不够积极,属于"多空僵持"的状态。这种行情下,盲目追涨杀跌绝对是大忌,你是不是也 想趁着回调抄底? 明日策略直接划重点:优先守住有基本面支撑的主线,比如低估值的银行、供需改善的锂板块;远离前期涨幅过高、没业绩支撑的题材股,尤其是旅游、中 船系这类调整中的板块,别着急抄底;另外,关注明日能否补量,要是持续缩量,就控制好仓位,别重仓押注单一板块。 今天你是盈利还是亏损?最看好明天哪个板块反弹?评论区聊聊,点赞关注,帮主明天开盘实时跟踪盘面动向! 老铁们,今天A股这行情太磨人了!沪指高开低走跌0.40%,创业板直接跌1.12%,更扎心的是超3850只个股下跌,是不是很多人手里的票又在默默吃面? 先盘盘今天的市场真相:沪深京三市成交额17226亿元,还比昨天缩量200亿,量能萎缩说明啥?资金都在观望不敢动啊!但分化也太明显了——一边是银 行 ...
A股午评:沪指跌破3900点,创业板指跌3.18%,超4900股下跌!锂矿、电池板块大幅回调
Ge Long Hui· 2025-11-21 03:37
受美联储降息预期骤降、美股隔夜暴跌影响,亚太股市早盘表现低迷。A股三大指数集体下跌,截至午 间收盘,沪指跌1.88%报3857.24点,深成指跌2.72%,创业板指跌3.18%,北证50指数跌2.78%。沪深京 三市半日成交额13174亿元,较上日放量2004亿元,全市场超4900只个股下跌。盘面上,锂矿、电池、 有色金属、光伏设备等板块大幅回调,中船系、种植业与林业板块逆势上涨。 ...
收盘丨A股三大指数高开低走,银行板块全线走强
Di Yi Cai Jing· 2025-11-20 07:16
Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 1.71 trillion, a decrease of 17.7 billion compared to the previous trading day [1][7] - The three major A-share indices closed lower, with the Shanghai Composite Index down 0.40%, the Shenzhen Component Index down 0.76%, and the ChiNext Index down 1.12% [1][2] Sector Performance - The banking sector showed strong performance, with major banks like Bank of China rising by 4%, China Construction Bank and Postal Savings Bank both increasing by over 3%, and Minsheng Bank up by over 2% [3][4] - Conversely, the shipbuilding sector experienced a decline, with all stocks in the sector showing negative performance, notably China Shipbuilding Special Gas down over 5% [5][6] Capital Flow - Main capital inflows were observed in the banking, energy metals, and basic chemicals sectors, while outflows were noted in semiconductors, batteries, and cultural media sectors [10] - Specific stocks that saw significant net inflows included Xinyi Technology, Dazhong Public Utilities, and Tianfu Communication, with inflows of 9.61 billion, 8.12 billion, and 7.06 billion respectively [10] - Stocks that faced substantial net outflows included Molybdenum, Shannon Chip Creation, and CATL, with outflows of 13.77 billion, 13.71 billion, and 8.25 billion respectively [10] Analyst Insights - According to Kaiyuan Securities, the brokerage industry is expected to maintain its favorable outlook, with valuations still at low levels, indicating strategic allocation opportunities in the sector [10] - Huaxin Securities believes that the A-share market is still in the mid-stage of a bull market, with adjustments seen as a consolidation rather than a peak, focusing on low-position rebounds, profit recovery, and technology themes [10] - Dongguan Securities suggests that the current market is in a phase of oscillation and consolidation, with the Shanghai Index likely to stabilize around the 4000-point mark, while a long-term upward trend remains promising [10]
A股三大指数集体翻绿
第一财经· 2025-11-19 05:39
编辑丨瑜见 11月19日,A股三大指数午后集体翻绿,创业板指此前一度涨超1%。 海南自贸区、燃气、影视院线、游戏等板块跌幅居前,中船系、军工装备、贵金属等板块上涨。 Wind数据显示,截至发稿,全市场下跌个股逾4400只。 ...