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沪指突破3900点 创十年来新高
Yang Guang Wang· 2025-10-10 01:13
央广网北京10月10日消息(记者邢斯嘉)据中央广播电视总台中国之声《新闻和报纸摘要》报道, A股三大指数昨天(9日)高开高走,全市场成交额2.67万亿元,超过3100股上涨。上证指数突破3900 点,创10年来新高。 10月9日是国庆中秋假期后的首个交易日,A股表现亮眼,三大指数集体上涨。截至收盘,上证指 数报收3933.97点,上涨1.32%,创逾十年新高;深证成指报收13725.56点,上涨1.47%。创业板指报收 3261.82点,上涨0.73%。 有色行业全线爆发,贵金属、稀土、有色铜掀涨停潮,核电板块表现抢眼。沪、深、京三市全天成 交额26718亿元,较上一交易日放量4746亿元。 某基金公司首席策略分析师轩伟:长假期间全球风险资产表现亮眼,这为A股行情演绎创造了积极 的宏观环境。更重要的是,10月A股即将进入三季报交易窗口,这将带动资金聚焦景气线索。 中金公司研报认为,叠加节后"十五五"规划政策预期有望升温,节后A股有望延续稳健表现。 ...
美股三大指数集体收高 纳指和标普再创历史新高 原油黄金双双上涨
Sou Hu Cai Jing· 2025-09-15 23:52
Group 1 - US stock market closed higher on Monday, with the Nasdaq and S&P 500 indices reaching both intraday and closing all-time highs [1] - Major technology stocks mostly rose, with Amazon up 1.44%, Meta up 1.21%, Apple up 1.12%, and Microsoft up 1.07%, while Nvidia fell 0.04% [1] - Alphabet, the parent company of Google, increased by 4.5%, closing with a market capitalization of $3.04 trillion, becoming the fourth US publicly traded company to surpass a $3 trillion market cap [1] Group 2 - Tesla shares rose 3.6% after CEO Elon Musk purchased 2.57 million shares for approximately $1 billion [1] - Nuclear power stocks saw significant gains, with Oklo up 15.7%, Nano Nuclear up 13%, and Uranium Energy up 10.6% [1] - Popular Chinese concept stocks mostly increased, with the Nasdaq Golden Dragon China Index rising 0.87%, and notable gains from Li Auto (over 6%), Bilibili (over 5%), NIO (over 4%), and XPeng (over 2%) [1] Group 3 - Brent crude oil futures rose by $0.45, or 0.67%, closing at $67.44 per barrel [1] - West Texas Intermediate (WTI) crude oil futures increased by $0.61, or 0.97%, closing at $63.30 per barrel [2] - COMEX gold futures rose by 0.9%, closing at $3,719.5 per ounce, with an intraday high of $3,724.9 per ounce [2]
融发核电:8月20日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-21 16:06
Core Viewpoint - Rongfa Nuclear Power announced the convening of its 17th meeting of the 6th Board of Directors on August 20, 2025, to review the semi-annual report and its summary for 2025 [2] Group 1: Financial Performance - For the first half of 2025, Rongfa Nuclear Power reported that its revenue composition was 67.57% from the other specialized equipment industry and 32.43% from the nuclear power industry [2]
融发核电:约3210.03万股限售股8月15日解禁
Mei Ri Jing Ji Xin Wen· 2025-08-12 08:38
Group 1 - The company Rongfa Nuclear Power (SZ 002366) announced that approximately 32.1 million restricted shares will be unlocked and listed for trading on August 15, 2025, accounting for 1.54% of the total share capital [2] - For the year 2024, the company's revenue composition is as follows: 54.01% from the other specialized equipment industry, 43.67% from the nuclear power industry, and 2.32% from other sources [2]
华尔街到陆家嘴精选丨美国5月小非农惨遭滑铁卢 特朗普再度要求降息!美财政部创纪录回购美债 日债今日发行是否顺利?SpaceX今年收入将超155亿美元 明年或超NASA整年预算
Di Yi Cai Jing· 2025-06-05 01:27
Group 1: Employment Data and Economic Outlook - The ADP employment data for May showed an increase of 37,000 jobs, the smallest growth since March 2023, significantly below the expected 110,000 jobs, indicating a potential cooling in the labor market and economic uncertainty [1][2] - The decline in employment growth has led to a decrease in confidence in the US dollar, resulting in a drop in the dollar index [2] Group 2: US Treasury Actions - The US Treasury conducted a record $10 billion buyback of old bonds to inject liquidity into the market, which is seen as a "light QE" measure amid rising bond yields and market volatility [1][2] - The Treasury plans to issue $65 billion in new bonds, reducing the scale of previous issuances, indicating a strategic adjustment in debt management [2] Group 3: CrowdStrike Financial Performance - CrowdStrike reported Q1 revenue of $1.1 billion, a nearly 20% year-over-year increase, but incurred a net loss of $110 million compared to a profit of $42.8 million in the same period last year [3][4] - The company expects Q2 adjusted earnings per share of $0.82 to $0.84, but revenue guidance of up to $1.15 billion is below expectations, causing a nearly 5.8% drop in stock price [3] Group 4: SpaceX Revenue Projections - Elon Musk projected SpaceX's revenue for this year to exceed $15.5 billion, with $1.1 billion coming from NASA, and indicated that next year's revenue could surpass NASA's budget [5][6] - The revenue growth is attributed to increased rocket launch services and Starlink business, with expectations of 170 launches this year compared to 134 last year [6] Group 5: Nuclear Power Sector Growth - US nuclear stocks have surged, with companies like Energy Fuels seeing over 17% gains recently, driven by major tech firms entering nuclear power agreements [7][8] - The nuclear sector is expected to enter a decade-long growth cycle, with structural shortages in the global uranium market anticipated [7] Group 6: Coking Coal Market Dynamics - Coking coal futures saw a strong increase of over 7%, but analysts suggest that prices may still face downward pressure due to supply-demand imbalances [9][10] - Domestic coking coal production increased by 6% year-over-year in the first four months, while demand remains weak, leading to concerns about oversupply [9]
5月26日连板股分析:连板股晋级率40% 可控核聚变、无人配送等题材活跃
news flash· 2025-05-26 08:04
Group 1 - The core viewpoint of the news is that the stock market is experiencing a recovery in short-term sentiment, with a notable increase in the number of stocks hitting the daily limit up, particularly in sectors like controllable nuclear fusion and unmanned delivery [1] - A total of 61 stocks reached the daily limit up, with 10 stocks classified as consecutive limit-up stocks, and a promotion rate of 40% for these stocks [1] - Among the stocks, Suzhou Longjie exceeded expectations with a limit-up, while Zhongchao Holdings achieved a remarkable 10 consecutive limit-ups over 16 days [1] Group 2 - The controllable nuclear fusion concept saw significant gains, with over 20 stocks either hitting the limit up or rising more than 10%, including Zhongchao Holdings and Shangwei Shares [1] - The unmanned delivery vehicle concept remained active, with Zhongyou Technology hitting a 20% limit up and reaching a historical high [1] - Notable individual stock performances include Yibin Paper with 5 limit-ups in 6 days and Anada with 5 limit-ups in 9 days [2]
晨报|关税僵局VS政策托底
中信证券研究· 2025-04-28 00:14
裘翔 | 中信证券首席A股策略师 S1010518080002 策略聚焦 | 再次高低切换 在彻底取消所有对华单边关税措施前,中美贸易谈判可能进展有限;国内的政策是托 底和应对式的,4月只是第一波以试验和预防为特征的政策;筹码出清相对彻底且对 业绩不敏感的主题阶段性占优;市场整体情绪位置不算低,科技板块相对医药和消费 更接近冰点,对风偏回升更敏感。配置上,5月关注新技术和产业题材轮动、海外科 技映射链修复以及服务业扩内需政策落地。 风险因素:中美科技、贸易、金融领域摩擦加剧;国内政策力度、实施效果或经济复 苏不及预期;海内外宏观流动性超预期收紧;俄乌、中东地区冲突进一步升级;我国 房地产库存消化不及预期;特朗普政策侧重点超预期。 杨帆|中信证券 宏观与政策首席分析师 S1010515100001 中信证券|强化底线思维,充分备足预案:政治局会议学习体会 2025年4月政治局会议指出,虽然一季度经济开局良好,但外部冲击影响加大,下行 风险显著上升;需要"强化底线思维",对外部压力从最坏处准备,努力争取最好的结 果,因时而动用好政策工具箱,巩固经济与社会稳定。 风险因素:经济增速下行风险;政策力度或效果不及预期; ...