一、行情回顾 市场全天震荡调整，创业板指尾盘跌超1%，北证50指数跌超6%。银行股逆势走强，浦发银行、江苏银行、成都银行等多只银行股创历史新高。下跌方面， 宠物经济等新消费方向走低，可靠股份等跌超10%；高位股继续调整，苏州龙杰等跌停。个股跌多涨少，沪深京三市下跌个股近4500只，今日成交1.14万 亿。 二、当日热点 1.氮化镓 2.军工 军工板块今日反弹，四创电子、烽火电子等涨停。 据智通财经报道，第55届巴黎航展定于6月16日-22日举办，中国航空学会将携手20家航空航天企业组成中国展团规模参展，有消息称歼10后续或将亮相巴黎 航展。 此外，在第十五届中国航展上，"九天"察打一体无人机首次亮相就备受关注，预计今年6月底完成首飞任务。 氮化镓板块今日异动，中超控股、中恒电气、海特高新等多股涨停。 当地时间5月21日，纳微半导体公司宣布与英伟达合作开发下一代800V高压直流(HVDC)架构，为包括Rubin Ultra在内的GPU提供支持的"Kyber"机架级系统 供电。纳微的氮化镓和碳化硅技术将在这一合作中发挥关键作用。 美股盘后，纳微股价一度暴涨200%。 | 股票名称 | | 最新价 = | 涨跌幅 ...

Industry Insights - The "Jiutian" drone, which integrates a unique "heterogeneous hive mission cabin," is expected to complete its first flight by the end of June 2023, and can carry over a hundred loitering munitions or small drones, earning it the nickname "aerial drone carrier" [1] - The rapid development of drone technology and its significant enhancement in combat effectiveness have made drones a crucial platform in future warfare, as evidenced by their extensive use in conflicts such as Ukraine and the Middle East [1] - The upcoming 9th World Drone Conference in Shenzhen will explore the applications and transformation paths of low-altitude equipment in military-civilian integration, highlighting the dual-use potential of drones in both military and civilian sectors [1] Company Developments - Haige Communication's subsidiary, Xi'an Chida, is responsible for the production of the "Jiutian" flexible configuration heavy drone [2] - Aerospace Rainbow possesses capabilities in the development of strike reconnaissance drones [3]

摘要 / 银行和微盘股新高的含义 这周在中美双方首轮谈判结果大超预期的情况下，全球风险资产市场的集中反 弹，黄金价格大幅下跌，A股表现相对冷静，3400点得而复失。值得关注的是， 银行和微盘股携手创新高，抱团有所加剧。 据统计，自 4 月 8 日A股大跌至今，微盘股和北证50已经反弹 22%和 36%，市 值稍大一些但仍属于小盘指数的中证 2000 和科创 200 则分别反弹 16%和 18%，而市值越大的指数反弹幅度则越小，中证 1000 和中证 500 的反弹幅度仅 有 10%和 8%。 据国投证券分析，在大盘逐步缩量的过程中，微盘股指数的成交额却稳步增长， 面对大盘指数和权重板块处于高位， 由于担心量能萎缩导致大票缺乏承接， 这种 风险资金在存量结构中的切换导致了小微盘的持续上涨。 华创证券指出， 当前仍处牛市上半场的金融再通胀， 剩余流动性宽松助力小盘成 长弹性释放，同时通胀尚未回归，红利资产凭借稳定的自由现金流创造和分红能 力占优。 写着写着，发现两个很有意思的新闻！ 中共中央、国务院印发《党政机关厉行节约反对浪费条例》，其中提出，党政机 关应当严格执行国内公务接待标准， 工作餐不得提供高档菜肴，不 ...

Core Viewpoint - The "Jiutian" drone, known as the "airborne drone carrier," is set to make its maiden flight by the end of June 2023, following its debut at the 15th China Airshow [1] Summary by Relevant Categories Product Specifications - The "Jiutian" drone features a wingspan of 25 meters, a maximum takeoff weight of 16 tons, a maximum payload of 6 tons, and a maximum range of 7000 kilometers with a flight duration exceeding 12 hours [1] Unique Features - A significant highlight of the "Jiutian" drone is the integration of a mysterious "heterogeneous hive mission cabin" in its belly, which can accommodate over a hundred loitering munitions or small drones, reinforcing its designation as an "airborne drone carrier" [1]