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收评:三大指数均涨超1% AI应用概念全线爆发
Xin Hua Cai Jing· 2026-01-12 07:28
板块方面,行业板块呈现普涨态势,软件开发、互联网服务、文化传媒、航天航空、游戏、通信设备、 计算机设备、教育、船舶制造板块涨幅居前,保险板块逆市走弱。 盘面热点 盘面上,AI应用概念全线爆发,引力传媒6天5板,利欧股份、美年健康、天下秀、省广集团2连板,卫 宁健康、新点软件、福昕软件等多股涨停。商业航天概念延续强势,金风科技5连板,通宇通讯4天3 板。可控核聚变概念表现活跃,中国核建4天3板。保险、油气、房地产等板块跌幅居前。 机构观点 银河证券:关注"两条主线+两条辅助线"。主线一,全球百年未遇之大变局加速演进,国内经济底层逻 辑转向新质生产力。春季躁动行情中,科技创新与成长板块轮动上行机会较大,人工智能、具身智能、 新能源、可控核聚变、量子科技、航空航天等"十五五"重点领域值得关注。主线二,反内卷政策温和推 进,供需结构优化叠加价格回升预期带动下,制造业、资源板块盈利修复路径清晰,重点关注有色金 属、基础化工、电力设备等行业。辅助线一,2026年消费品以旧换新政策延续,扩大内需政策导向下消 费板块迎来布局窗口。辅助线二,出海趋势将带动企业盈利空间进一步打开。 新华财经北京1月12日电 周一市场震荡拉升,三 ...
开盘:三大指数小幅低开 硅能源板块跌幅居前
Xin Lang Cai Jing· 2025-11-19 02:13
Core Viewpoint - The A-share market is currently experiencing a phase of consolidation and adjustment, with the potential for a rebound in the near future as market sentiment improves [2][3] Market Performance - The three major indices opened slightly lower, with the Shanghai Composite Index at 3937.92 points, down 0.05%, the Shenzhen Component Index at 13071.94 points, down 0.07%, and the ChiNext Index at 3065.17 points, down 0.13% [1] - The market is characterized by fluctuations, with the Shanghai Composite Index showing a tendency to consolidate around the 4000-point mark [2] Sector Performance - Sectors such as cultural media, software development, internet services, and education showed strong performance, while battery, coal, steel, and energy metals sectors lagged [2] - Semiconductor concepts were active, and some robotics stocks showed strength, while battery, coal, and steel sectors experienced significant declines [2] Market Sentiment and Technical Analysis - The A-share market is in a critical phase of adjustment, with the Shanghai Composite Index breaking below 3950 points and the ChiNext Index approaching its 60-day moving average [2] - There is an increased probability of technical and sentiment recovery in the market after a series of declines, but a strong upward movement is unlikely without new leading themes emerging [2]