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控盘,谁的杰作?| 谈股论金
水皮More· 2025-09-30 09:19
水皮杂谈 一家之言 兼听则明 偏听则暗 身不由己 盘面消息 A股三大指数今日集体上涨,截止收盘,沪指涨0.52%, 收报3882.78点; 深证成指涨 0.35%, 收报13526.51点; 创业板指涨0.00%, 收报3238 .16 点; 科创50指数涨 1.69%, 收报1495.29点 。 沪深两市成交额达到21814亿,较上一交易日放量200亿。 老水看盘 主力对上证指数的把控已到炉火纯青的地步。今 天 上证指数收盘上涨 20.25 点,全天指数 波动区间约 20 点,大致在 3866-3887 点 之间,基本呈现 "涨不让涨、跌不让跌"的状 态。实现这一调控的工具便是银行股、证券股与保险股。 既然主力如此控盘,昨 天 股市为何会大涨?其实昨 天 大涨或许是 "阴差阳错"——从盘面可 见,昨 天 证券、保险板块的大涨由 H 股引发。换句话 来讲 ,港股上演了 "围魏救赵"的 局 面 。正是通过拉升港股的券商股与保险股,才带动 A 股跟涨。 今 天 盘面也有类似情况:港股早盘高开低走,但午后开始一路拉升,尤其在 A 股收盘后,拉 升力度进一步加大。港股拉升本有其自身操作逻辑 以及自己的出发点 ,却没想 ...
924”行情一周年,99%主动权益基金实现正收益,超800只产品成“翻倍基
Bei Jing Shang Bao· 2025-09-25 14:37
2024年9月24日,A股市场在一揽子政策"组合拳"发布后,开启狂飙行情。近一年中,沪指经历震荡后 冲高,并创下近十年新高。一轮轮市场热潮中,主动权益类基金的赚钱效应凸显,近一年,99%主动权 益基金实现正收益,超800只产品成为"翻倍基"。与此同时,主要投向权益市场的股票ETF、跨境ETF规 模也迎来爆发式增长。有业内人士表示,公募基金在近一年不同阶段的牛市行情中都起到了引领及带动 上涨的作用,在推动中长期资金入市中发挥了重要作用。未来,市场赚钱示范效应吸引场外资金入市, A股有望从局部牛市转向全面牛市。 从绩优产品的持仓情况看,斩获超200%收益的基金较多聚焦在北交所、算力、科技赛道。例如,近一 年"冠军基"德邦鑫星价值灵活配置混合基金经理雷涛就看好AI算力赛道,截至上半年末,重仓股包括胜 宏科技(300476)、长芯博创(300548)、太辰光(300570)等电子、通讯设备行业个股。 财经评论员郭施亮表示,去年"924"至今的牛市可以分为两个阶段,一个阶段是白马股蓝筹股推动的牛 市,另一个阶段是今年4月以来的科技牛市,资金扎堆科技赛道,特别是扎堆创业板、科创板、北交所 市场,聚焦硬科技领域,这是政策驱 ...
“924”行情一周年,99%主动权益基金实现正收益,超800只产品成“翻倍基”
Bei Jing Shang Bao· 2025-09-25 14:32
2024年9月24日,A股市场在一揽子政策"组合拳"发布后,开启狂飙行情。近一年中,沪指经历震荡后 冲高,并创下近十年新高。一轮轮市场热潮中,主动权益类基金的赚钱效应凸显,近一年,99%主动权 益基金实现正收益,超800只产品成为"翻倍基"。与此同时,主要投向权益市场的股票ETF、跨境ETF规 模也迎来爆发式增长。有业内人士表示,公募基金在近一年不同阶段的牛市行情中都起到了引领及带动 上涨的作用,在推动中长期资金入市中发挥了重要作用。未来,市场赚钱示范效应吸引场外资金入市, A股有望从局部牛市转向全面牛市。 收益率排行前十的产品中,还有永赢先进制造智选混合A/C、华夏北交所创新中小企业精选两年定开混 合以及信澳业绩驱动混合A,收益率均超过247%。 除业绩外,基金新发规模扩容同样印证着市场热度的持续升温。Wind数据显示,截至9月24日,近一 年,主动权益类基金发行总规模为1196.43亿元,较2023—2024年同期的768.9亿元同比增长55.6%。 产品业绩、发行规模双升 降准、降息、创设新工具支持资本市场,2024年9月24日的重磅政策"组合拳"令A股迎来了久违的历史 性大涨。彼时,国庆长假前最后一个 ...
V字之下的尴尬 | 谈股论金
水皮More· 2025-09-23 09:51
水皮杂谈 一家之言 兼听则明 偏听则暗 且战且退 盘面消息 A股三大指数今日宽幅震荡,截止收盘,沪指跌0.18%,收报3821.83点;深证成指跌 0.29%,收报13119.82点;创业板指涨0.21%,收报3114.55点。 沪深两市成交额达到 24944亿,较昨日放量3729亿。 老水看盘 V 字形象征着胜利,但今 天 大盘却难给人这种感受。 明确扮演了护盘角色,四大行涨幅均在 2%-3% 之间,开盘后便一路强势拉升,银行板块全 天上涨 1.28% 。 除此之外, YYDS 的 其他核心权重股亦全员发力支撑盘面。其中,中国移动上涨 1.1% , 中国石油上涨 0.4% ,长江电力上涨 0.7% ,中国神华上涨 0.91% 。正是得益于 " 四大金 刚 " 的强势表现,上证指数全天多数时间跌幅小于深 证 指数。 "纪联海" 今 天 表现萎靡,寒武纪下跌 3.45% ,工业富联上涨 0.52% ,海光信息下跌 2.51% ; 中芯国际下跌 0.32% 。 "易中天" 则呈现高开低走态势,但尾盘时扮演了反弹先 锋角色,从平盘附近一路上涨至收盘,涨幅约 3% 。而这一时间段恰好是三大指数触底反弹 的时刻 。 因 ...
内江市讯力通讯设备有限公司成立 注册资本1万人民币
Sou Hu Cai Jing· 2025-09-18 08:24
天眼查App显示,近日,内江市讯力通讯设备有限公司成立,法定代表人为邱竹,注册资本1万人民 币,经营范围为一般项目:通信设备销售;通讯设备销售;通讯设备修理;电子产品销售;可穿戴智能 设备销售;智能机器人销售;智能无人飞行器销售;计算机及办公设备维修;计算机及通讯设备租赁; 计算机软硬件及辅助设备零售;互联网销售(除销售需要许可的商品);日用电器修理;珠宝首饰回收 修理服务;珠宝首饰零售;寄卖服务;租赁服务(不含许可类租赁服务);旧货销售。(除依法须经批 准的项目外,凭营业执照依法自主开展经营活动)。 ...
万祥科技(301180.SZ)有部分产品应用在通讯领域的手机端
Ge Long Hui· 2025-09-11 06:20
Core Viewpoint - Wanxiang Technology (301180.SZ) has indicated that some of its products are applied in the mobile communication sector [1] Group 1 - The company has a presence in the mobile communication field through its products [1]
衡水鑫淼珠宝首饰有限公司成立 注册资本50万人民币
Sou Hu Cai Jing· 2025-09-10 22:48
天眼查App显示,近日,衡水鑫淼珠宝首饰有限公司成立,法定代表人为李佳甲,注册资本50万人民 币,经营范围为一般项目:珠宝首饰零售;珠宝首饰批发;珠宝首饰回收修理服务;通讯设备销售;电子产 品销售;互联网销售(除销售需要许可的商品);通讯设备修理;计算机及通讯设备租赁;移动终端设备销 售;计算机及办公设备维修;接受金融机构委托从事信息技术和流程外包服务(不含金融信息服务)(除 依法须经批准的项目外,凭营业执照依法自主开展经营活动)。 ...
消失的不仅是成交量 | 谈股论金
Sou Hu Cai Jing· 2025-09-10 10:58
Core Viewpoint - Guizhou Moutai has emerged as a significant market driver, influencing index movements and stock performances in recent days [1][2][4]. Group 1: Guizhou Moutai and Market Influence - Guizhou Moutai's stock price increased from 1496 CNY to 1529.95 CNY, significantly impacting the market and causing other stocks like Wuliangye to struggle [3][4]. - The stock's performance has led to a shift in market dynamics, with a notable increase in the number of declining stocks compared to advancing ones after Moutai's rise [4]. Group 2: Sector Performance and Stock Reactions - The communications equipment sector, led by stocks like Xinyisheng and Zhongji Xuchuang, saw significant gains, with increases of 6.13% and 7.16% respectively, contributing 41.5 points to the Shenzhen Composite Index [2][3]. - Industrial Fulian's stock reached its limit up, driven by expectations surrounding Apple's product releases, indicating strong market sentiment towards tech-related stocks [3]. Group 3: Market Conditions and Economic Indicators - The overall market showed a decline in trading volume, with a total turnover of only 19,781 billion CNY, indicating a lack of investor enthusiasm [4][6]. - Recent economic data revealed a stable consumer market, with the Consumer Price Index (CPI) remaining flat month-on-month and a year-on-year decrease of 0.4%, suggesting ongoing deflationary pressures [5][6].
消失的不仅是成交量 | 谈股论金
水皮More· 2025-09-10 09:23
Core Viewpoint - The article discusses the recent performance of the A-share market, highlighting the significant influence of specific stocks, particularly Kweichow Moutai, on the overall index movements and market sentiment [2][3][6]. Market Performance - The three major A-share indices collectively rose, with the Shanghai Composite Index up 0.13% to 3812.22 points, the Shenzhen Component Index up 0.38% to 12557.68 points, and the ChiNext Index up 1.27% to 2904.27 points [2]. - The total trading volume in the Shanghai and Shenzhen markets was 197.81 billion yuan, a decrease of 140.4 billion yuan from the previous day [2]. Stock Highlights - Kweichow Moutai has played a crucial role in pushing the index above and maintaining the 3800-point level [3]. - The ChiNext Index saw a notable increase, driven by stocks like New Yisheng, which rose 6.13%, Zhongji Xuchuang, which increased by 7.16%, and Tianfu Communication, which gained 4.16% [3]. - The combined contribution of these four stocks to the Shenzhen Component Index was 41.5 points, while the index itself only rose by 47.08 points [3]. Sector Performance - The communications equipment sector, led by "Yizhongtian," showed strong performance due to three main factors: prior significant adjustments, following Nvidia's rebound, and a new recommendation from Goldman Sachs [4]. - Goldman Sachs raised target prices for New Yisheng to 569 yuan per share, Zhongji Xuchuang to 472 yuan per share, and Tianfu Communication to 196 yuan per share, indicating substantial upward revisions [4]. Individual Stock Movements - Industrial Fulian's stock price surged, largely driven by expectations surrounding Apple's upcoming product launch [5]. - Cambrian's stock experienced volatility, initially rising nearly 7.8% before closing up 3.66%, significantly impacting the Shanghai Composite Index [5]. - Cambrian's recent approval for a private placement of 3.9 billion yuan, with a maximum of 2.091 million shares, suggests a psychological price point for the stock around 200 yuan per share [7]. Economic Indicators - The National Bureau of Statistics reported that the Consumer Price Index (CPI) remained stable, with a month-on-month change of 0% and a year-on-year decrease of 0.4% [8]. - The Producer Price Index (PPI) showed a month-on-month stabilization after a previous decline, with a year-on-year decrease of 2.9%, indicating a narrowing decline compared to the previous month [8]. - The overall market sentiment is characterized by a decline in trading volume and a lack of enthusiasm for buying, raising concerns about the market's future direction [8].
大反弹,谁是总导演?| 谈股论金
水皮More· 2025-09-05 10:33
Core Viewpoint - The article discusses the significant rebound in the A-share market, highlighting the competition between two major stocks, Ningde Times and Cambrian, referred to as the "battle of the two kings" [9]. Market Performance - A-share indices experienced a collective surge, with the Shanghai Composite Index rising by 1.24% to close at 3812.51 points, the Shenzhen Component Index increasing by 3.89% to 12590.56 points, and the ChiNext Index soaring by 6.55% to 2958.18 points [2]. - The total trading volume in the Shanghai and Shenzhen markets reached 230.47 billion, a decrease of 239.6 billion compared to the previous trading day [2]. Market Sentiment - Following a series of declines, the market witnessed a strong rebound, with a significant number of stocks rising. Only 454 stocks declined, while 4683 stocks increased in value [3]. - The market sentiment was described as euphoric, with a notable shift in investor enthusiasm, particularly driven by the performance of Ningde Times [3]. Key Stocks and Sectors - Ningde Times initially opened lower but surged due to the strong performance of its peer, Leading Intelligent, which rose by 20% [5][6]. - The battery sector saw a substantial inflow of capital, with 9.29% growth in the sector index, and 13 stocks within the sector rising over 10% [6]. - The semiconductor sector also rebounded by 3.43%, although the capital inflow was limited [6]. Investment Focus - The article emphasizes the importance of the battery sector, particularly solid-state batteries, which are expected to see production by 2030. The sector has been a focus of significant capital investment recently [7]. - Investors are advised to be cautious and manage their expectations regarding the sustainability of the current market rally, especially in light of previous market corrections [7]. Conclusion - The article concludes that the market's direction will depend on the allocation of funds between the semiconductor and renewable energy sectors, with the ongoing competition between Ningde Times and Cambrian being a focal point for investors [8][9].