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18号海南封关在即,A股谁受益?| 1215 张博划重点
Hu Xiu· 2025-12-15 14:25
| 大涨板块 | 251215 (周1) | 251212 (周5) | 251211 (周4) | 251210 (周3) | | --- | --- | --- | --- | --- | | 1 | IT-519 | IT 天23 | 航天11 | 海南自由贸易港11 | | 2 | 大消费21 | 智能电网20 | 核聚变3 | 房地产8 | | 3 | 福建自贸/海西概念6 | 国产网片17 | 光通信4 | 大消费13 | | 4 | 光伏5 | 核聚变13 | 智能电网3 | 光通信6 | | 5 | 智能电网5 | 光通信5 | 国产市时间 | 17556 | | 6 | STH56 | 大消费8 | 大消费7 | 福建三层 海西湖念8 | | 7 | 股权转让3 | STH55 | ST股4 | 国产科学6 | | 8 | 机器人3 | 云计算数据中心5 | 福建自贸/海西概念2 | 机器人4 | | 9 | 国产芯片2 | 福建自贸/海西概念4 | 光伏2 | 医药4 | | 10 | 医药2 | 机器人4 | 矢药2 | STH53 | 12月15日,早盘在大金融权重股做多带动下,沪指短 ...
3D打印将改写商业卫星市场格局,A股谁受益?| 1203 张博划重点
Hu Xiu· 2025-12-03 13:08
| 15分 30分 60分 交居期 反营 | | | | 加昌选 均线 窗 预测 | | | --- | --- | --- | --- | --- | --- | | | | | | 00日 10 2 0 0 | 3878.0 | | | | | | | -证指数ETF | | | | | | | 一市成交额(沪深泉) | | | | | | | 预估成交额 | | | | | | | 较上日此时 | | | | | | | 沪股通额度余额 | | | | | | | 是市值 | | | | | | | 流通市信 | | 3702.26-3702.38 | | | | | | | 大涨板块 | 251203 (周3) | 251202 (周2) | 251201 (周1) | 251128 (周5) | 251127 (周4) | | 1 | 培育钻石3 | 福建自贸/海西概念12 | AI手机12 | 航天16 | 有机硅4 | | 2 | 煤炭4 | 航天5 | 玩具4 | 福建自贸/海西概念8 | 国际目池11 | | 3 | 医药6 | AI手机4 | 黄金6 | 锂电池7 | 国产网片8 | | ...
《“十五五”规划建议》解码A股投资全景图:变局蕴机遇,驶向新蓝海
Yin He Zheng Quan· 2025-10-29 02:26
Group 1 - The "15th Five-Year Plan" emphasizes high-quality economic development, with specific goals including significant improvements in technological self-reliance, deepening reforms, enhancing social civilization, and improving people's quality of life [2][5][6] - Key industries benefiting from the "15th Five-Year Plan" include advanced manufacturing, hard technology sectors such as artificial intelligence, integrated circuits, and renewable energy, as well as financial services and digital trade [2][7][8] - The plan aims to build a modern industrial system, focusing on smart, green, and integrated development, which will support sectors like defense, intelligent manufacturing, and biotechnology [7][11] Group 2 - The "15th Five-Year Plan" is expected to create a favorable policy environment for the A-share market, enhancing long-term stability and boosting market sentiment [2][33] - Investment opportunities are identified in new productivity sectors, which are crucial for high-quality development and technological self-reliance, particularly in areas like AI and digital economy [34][36] - The plan highlights the importance of consumer spending and service consumption, indicating potential growth in sectors related to domestic demand and new consumption trends [8][11] Group 3 - The financial sector is emphasized in the plan, with a focus on building a strong financial system to support the real economy and enhance resource allocation [9][11] - The plan also addresses the need for regional economic coordination and infrastructure development, which will benefit construction and logistics industries [10][13] - Cultural and tourism sectors are expected to thrive as the plan promotes cultural innovation and the development of a tourism powerhouse [10][12]