各位兄弟姐妹们，我是帮主郑重，干了20年财经记者，现在更爱跟大家唠唠接地气的投资干货。今儿个咱们不聊虚的，直接上硬菜——7月A股到底咋走？ 哪些板块能吃肉？咱们普通散户该咋操作？ 先给大家吃颗定心丸：券商圈现在基本达成共识，7月A股大概率震荡上行！上证指数刚突破3400点，就像开车上了高速，短期刹车可能性不大。为啥？你 看啊，国内政策暖风频吹，科创板改革、IPO预审阅这些大招，摆明了要给市场输血；国外呢，美联储降息预期升温，中东局势也缓和了，资金正从避险资 产往股市里钻。 不过咱得先搞清楚，这波行情不是普涨，而是结构性机会。啥意思？就像吃火锅，有人爱吃麻辣锅，有人爱菌汤锅，A股7月就是各板块轮流"涮肉"。根据 十大券商的观点，我给大家划三个重点方向： 第一，科技硬菜管够吃。 AI、算力、半导体这些科技股，现在就像刚出锅的毛肚，又嫩又脆。你想啊，三季度科技企业IPO重启，产品催化一个接一个，资金不炒它们炒谁？而且科 创板改革后，未盈利的科技公司也能上市，这相当于给科技板块加了把火。具体咋选？可以盯着光模块、PCB这些海外算力产业链的细分领域，还有国产算 力、机器人这些代表未来趋势的方向。 第二，金融搭台稳军心。 ...

6月25日，A股三大指数集体上涨，截至收盘，上证指数涨1.03%，深证成指涨1.72%，创业板指涨 3.11%；北证50涨1.38%。两市成交额约1.6万亿元，较前一个交易日放量约1881.75亿元。全市场近4000 只股票上涨。 从盘面上看，大金融领涨，券商、金融科技方向爆发；稳定币、军工、AI应用、算力、固态电池、无 人驾驶概念股活跃。 热点方面，炒股软件爆发，指南针、财富趋势、同花顺、东方财富、大智慧涨幅均超10%。 转自：央视财经 券商持续爆发，国盛金控、天风证券、南华期货、湘财股份等多只股票涨停，国泰海通涨超9%。 军工概念持续上涨。新余国科、中兵红箭、中天火箭、航发科技、长城军工、泰豪科技涨超10%。 消息面上，6月24日，中国人民银行、国家发展改革委、财政部、商务部、金融监管总局、证监会联合 发布《关于金融支持提振和扩大消费的指导意见》，从支持增强消费能力、着力提升金融机构专业化服 务能力、加大消费重点领域金融支持、强化消费基础设施和流通体系的金融支持、加强基础金融服务优 化消费环境等方面提出19条具体举措，为更好发挥消费对经济发展的基础性作用提供有力支撑。（新闻 链接：重大利好！六部门重磅发布 ...

Market Overview - The Shanghai Composite Index closed up 9.33 points, a rise of 0.28%, at 3352.0 points, with a trading volume of 501.61 billion yuan [1] - The Shenzhen Component Index rose by 93.53 points, an increase of 0.93%, closing at 10197.66 points, with a trading volume of 791.79 billion yuan [1] - The ChiNext Index increased by 32.94 points, a rise of 1.65%, closing at 2029.45 points, with a trading volume of 375.82 billion yuan [1] - The total trading volume of both markets was approximately 1.3 trillion yuan, a decrease of about 180 billion yuan compared to the previous day [1] Sector Performance - The aerospace, transportation equipment, communication equipment, general equipment, and photovoltaic equipment sectors led the market gains, while the gold and jewelry sector saw significant declines [1] - The optical communication sector was highlighted as the best-performing sector, with the communication ETF (515880) rising by 3.90% and the AI ETF rising by 2.39% [1] Key Companies - NewEase (300502.SZ) had the highest trading volume at 10.03 billion yuan, followed by Zhongji Xuchuang (300308.SZ) at 9.31 billion yuan, and CATL (300750.SZ) at 7.67 billion yuan [2] - Zhongji Xuchuang reported a revenue of 23.862 billion yuan for 2024, a year-on-year increase of 122.64%, and a net profit of 5.171 billion yuan, up 137.93% [4] Policy Impact - The U.S. Department of Commerce indicated that the Trump administration plans to lift restrictions on AI chip exports established during the Biden era, which may benefit the optical communication sector in the A-share market [2] Industry Trends - Strong demand for AI computing power is driving the growth of optical module shipments, with significant revenue and profit increases expected [4] - Major companies like Microsoft, Meta, Google, and Amazon are projected to increase capital expenditures significantly, indicating robust growth in the cloud service provider (CSP) sector [4] - The optical communication sector is expected to see continued growth, with 800G and 1.6T optical modules anticipated to become mainstream products in the next five years [4] Military Industry Insights - The military industry is experiencing increased attention due to rising tensions in the India-Pakistan region, which may support near-term performance and valuation levels [7] - China's military trade exports accounted for 5.80% of the global market share from 2019 to 2023, with approximately 60% directed towards Pakistan [7] - The military ETF (512660) has shown strong performance, reflecting investor interest in the sector [5][8]

凤凰网财经讯 5月8日，三大股指低开，沪指跌0.34％，深成指跌0.23％，创业板跌0.12％，机器人概念 股走弱。 外围市场： 美股收盘，道琼斯指数涨0.70%，报41,113.97点；标普500指数涨0.43%，报5,631.28点；纳斯达克指数 涨0.27%，报17,738.16点。 热门中概股普跌，纳斯达克中国金龙指数跌2.34%，阿里巴巴跌3.47%，京东跌0.70%，拼多多跌 1.73%，蔚来汽车跌2.04%，小鹏汽车跌2.84%，理想汽车涨2.38%，哔哩哔哩跌3.83%，百度跌4.97%， 网易跌2.29%，腾讯音乐跌1.11%。 ③光大证券：汽车行业关注节后终端优惠变化，聚焦智能化主题 光大证券研报指出，4月车市表现平稳，新车上市/老车型终端优惠持续提振新势力销量。预计以旧换新 驱动的2025E国内销量提振前景依然可期，建议持续关注订单、以及终端优惠变化。智驾+机器人共 振，智能化主题有望持续发酵，看好已在车端积累充足智驾算法/芯片自研能力的车企、以及延伸布局 机器人的配套产业链。 ④开源证券：围绕情绪消费主题，沿"黄金珠宝、线下零售、化妆品、医美"四条主线布局 开源证券研报指出，展望202 ...