Core Viewpoint - The A-share market opened with all three major indices rising, indicating positive market sentiment and potential investment opportunities in specific sectors [1] Group 1: Market Performance - The Shanghai Composite Index opened up by 0.19%, the Shenzhen Component Index also rose by 0.19%, and the ChiNext Index increased by 0.04% [1] Group 2: Sector Highlights - The non-ferrous metals sector continued its upward trend, with Boqian New Materials achieving a two-day consecutive rise and Xiyue Co. increasing by over 9% [1] - The storage chip sector remained active, with Demingli and Jiangbolong both rising by over 7%, as Morgan Stanley predicts that the price increase cycle in the storage industry may extend into next year [1] - The computing power sector received policy support, leading to significant gains in some concept stocks, with Hengwei Technology hitting the daily limit and Yuntian Lifi rising nearly 4% [1] - The oil and gas extraction and service sector opened lower, with Zhun Oil and Tongyuan Petroleum both declining by nearly 3%, following an overnight drop of over 3% in international oil prices as investors await OPEC's latest production policy [1]

Group 1 - The core message indicates that recent developments in US-China negotiations have led to a significant rise in US stock markets, while A-shares experienced volatility, with a notable rebound in the afternoon [1][3]. - The unexpected progress in negotiations, particularly regarding TikTok, has contributed to market optimism, despite initial tensions [3][5]. - The New York Fed manufacturing index dropped sharply from 11.9 to -8.7, raising expectations for interest rate cuts by the Federal Reserve [3][5]. Group 2 - The market is currently focused on the extent of potential interest rate cuts rather than whether cuts will occur, with expectations leaning towards a total reduction of 75 basis points this year [5][9]. - There are indications that the central bank may intervene in the bond market, suggesting preparations for liquidity challenges, reinforcing the likelihood of interest rate cuts [5][12]. - Institutional funds are showing signs of recovery, which is a positive signal for the market, despite short-term fluctuations [12][16]. Group 3 - The market is characterized by significant style shifts, with a focus on technology stocks, although only 160 out of 314 computing concept stocks have outperformed the index in the past two months [14][16]. - The concept of "washing" or creating volatility is discussed, indicating that institutions may be manipulating stock prices to shake off weaker hands while maintaining active inventory [16][12]. - The presence of active institutional funds is crucial for sustaining individual stock performance, and their movements should be closely monitored for investment decisions [9][12].

Group 1 - The core viewpoint of the article highlights the strong performance of computing power concept stocks, with Data Port (603881) hitting the daily limit, and Runze Technology (300442) rising over 8% [1] - Other companies such as Aofei Data (300738), Kehua Data (002335), and Industrial Fulian (601138) also experienced significant upward movement [1] - There is an influx of dark pool funds into these stocks, indicating increased investor interest and potential market activity [1]

Group 1 - The computing power concept stocks experienced a significant decline in the afternoon trading session [1] - Kehua Data (002335) approached the limit down, indicating a severe drop in its stock price [1] - Hongjing Technology (301396) fell over 8%, reflecting a notable decrease in market confidence [1] Group 2 - Other companies such as Lian Technology (300603), Aofei Data (300738), and Dawi Technology (600589) also reported substantial declines, with their stock prices among the worst performers [1]

Core Viewpoint - The computing power concept stocks experienced a significant rise at the beginning of trading, with notable increases in specific companies' stock prices [1] Group 1: Stock Performance - Lian Technology (300603) saw its stock price increase by over 10% [1] - Ruiskanda (603803) reached its daily limit up [1] - Other companies such as Chip Origin, Youfang Technology, and Dekeli also experienced stock price increases [1]

上天天基金APP搜索【777】领 98 元券包 ，优选基金10元起投！限量发放！先到先得！ "五一"假期前的最后一个交易日，市场再度活跃，资金从前期热门的银行、PEEK材料等板块撤出，重 新流回算力等科技板块。 A股上证指数小幅低开，在地产股和消费股的反弹中，又快速翻红，随后在银行股的重挫下，再度走 低。深证成指和创业板指数则快速拉升，市场氛围活跃。 截至发稿，上证指数跌0.17%，深证成指涨0.59%，创业板指数涨近1%。全市场超3800只个股上涨，两 市成交额较前一交易日放大超900亿元。 （图片来源：东方财富APP，统计截至2025/4/30，不作投资推荐） AI又火了 多股直线拉涨停 4月30日早盘，算力概念股再度走强。其中，鸿博股份4连板。 鸿博股份(002229) ( 交易中 04-30 09:56:51 通 融 15.88 额 16.28亿 股本4.96亿 市盈-42.9 万得 盘口 +1.44 +9.97% 换 21.34% 市值178.8亿 市净 5.89 分时 五日 日K 周K 月K 更多 [0] 叠加 设均线 MA 5:13.25↑ 10:11.97↑ 20:11.45↑ 前复权 | 1 ...