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A股放量上涨!后市关注这些机会
Sou Hu Cai Jing· 2025-12-08 15:26
12月8日,A股量价齐升,日成交额重返2万亿元上方,资金偏爱科技股,创业板指大涨2.6%,超3400只个股收涨。其 中,"牛市旗手"券商板块回暖,共封装光学(CPO)等科技细分赛道飙升,"易中天"三只个股成交火爆。 受访人士表示,年末通常攻势偏弱,但宏观数据、微观流动性与产业趋势多方共振,市场动能仍有支撑,A股上行有 望延续。不过,结构性分化加剧,后续须紧盯政策落地节奏及增量资金能否持续进场。 日成交额突破2万亿元 交易量能明显放量,今日成交额增至2.05万亿元,上个交易日成交额为1.74万亿元,一扫上周缩量阴跌的颓势;杠杆 资金方面,截至12月5日,沪深京两融余额共计2.48万亿元。 盘面上主线清晰,科技股强势。CPO概念大涨近6%,半导体、电子元件、电子设备制造、光电子器件、PCB等涨势 喜人。不过,白酒、饮料、石油天然气、白色家电、煤炭、电力等传统股微跌。 | | 东财概念指數 | | | | 东财行业指数 | | | | A股市场模心指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ...
“牛市旗手”券商股再度抬头,释放什么信号?机构最新解读
Guo Ji Jin Rong Bao· 2025-12-08 13:32
12月8日,A股量价齐升,日成交额重返2万亿元上方,资金偏爱科技股,创业板指大涨2.6%,超3400只个股收涨。其 中,"牛市旗手"券商板块回暖,共封装光学(CPO)等科技细分赛道飙升,"易中天"三只个股成交火爆。 日成交额突破2万亿元 受上周末利好消息提振,A股周一高开高走,主要指数全线收红。沪指收涨0.54%报3924.08点,创业板指收涨2.6%报 3190.27点,深证成指收涨1.39%,科创50收涨1.86%,北证50收涨1.27%,沪深300、上证50涨幅均不超过1%。 交易量能明显放量,今日成交额增至2.05万亿元,上个交易日成交额为1.74万亿元,一扫上周缩量阴跌的颓势;杠杆 资金方面,截至12月5日,沪深京两融余额共计2.48万亿元。 | 东财行业指数 | | 东财概念指數 | | | | | | | | A股市场核心指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 白酒 | CPO概念 | 煤化工 | | | | | | 东方财富全A | | 国证1000 ...
A股,突变!000626,罕见“天地天”
中国基金报· 2025-10-20 02:53
【导读】创业板指涨超 3% ,算力硬件股领涨市场;远大控 股上演 " 天地天板 " 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 10 月 20 日开盘, A 股三大指数集体走高,创业板指涨超 3% ,深成指涨近 2% 。 | 上证指数 北证50 | | 深证成指 | | | | --- | --- | --- | --- | --- | | 3861.65 1446.22 | | 12930.81 | | | | +21.90 +0.57% +241.87 +1.91% +13.36 +0.93% | | | | | | 万得全A 科创50 | | 创业板指 | | | | 1395.58 6186.18 | | 3037.53 | | | | +32.41 +2.38% +102.16 +3.48% +77.77 +1.27% | | | | | | 沪深300 中证A500 | | 中证500 | | | | 4555.32 5458.60 | | 7116.64 | | | | +41.08 +0.91% +100.57 +1.43% +65.63 +1.22% | | | | | | 中证 ...
A股收评:深度回调!科创50指数跌逾6%,创业板指跌逾4%,CPO、半导体重挫、大消费逆市上涨
Ge Long Hui· 2025-09-04 07:28
Market Overview - Major A-share indices collectively declined, with the Shanghai Composite Index falling by 1.25% to 3765 points, the Shenzhen Component Index down by 2.83%, the ChiNext Index dropping by 4.25%, and the STAR 50 Index decreasing by 6.08% [1] - The total trading volume for the day reached 2.58 trillion yuan, an increase of 186.2 billion yuan compared to the previous trading day [1] - Nearly 3000 stocks in the market experienced declines [1] Sector Performance - The CPO concept stocks suffered significant losses, with companies like Tianfu Communication, Taicheng Light, and Xinyi Sheng seeing declines of over 10% [1] - The semiconductor and memory chip sectors also faced substantial drops, with stocks such as Cambrian, Haiguang Information, and Huahong Technology falling by over 10% [1] - The communication equipment sector declined, highlighted by Cambridge Technology hitting the daily limit down [1] - PCB and electronic components sectors weakened, with stocks like Dongshan Precision and Hudian Shares also hitting the daily limit down [1] - Other sectors that saw significant declines included laser radar, photolithography machines, military industry, liquid cooling concepts, and small metals [1] Resilient Sectors - In contrast, the commercial retail and tax refund store sectors showed strength, with stocks like Guoguang Chain and Baida Group hitting the daily limit up [1] - The consumer sector performed well, particularly in dairy, prepared dishes, and food and beverage, with companies like Huanlejia and Anji Food also hitting the daily limit up [1] - The banking sector experienced fluctuations but trended upwards, with Agricultural Bank reaching a new high [1] - The pet economy sector saw a rise, with Yiyi Shares hitting the daily limit up [1] - Other sectors that performed well included outdoor camping, supply cooperatives, and tourism hotels [1]
A股收评:创业板指2.85%!全市场超4000股下跌,CPO概念重挫
Ge Long Hui· 2025-09-02 07:29
Market Overview - Major A-share indices collectively adjusted, with the ChiNext Index and Shenzhen Component Index both falling over 2% [1] - As of the close, the Shanghai Composite Index fell 0.45% to 3858 points, the Shenzhen Component Index dropped 2.14%, and the ChiNext Index decreased by 2.85% [2] - The total trading volume for the day was 2.91 trillion yuan, an increase of 134.8 billion yuan compared to the previous trading day [1] Sector Performance - The CPO concept saw significant declines, with multiple stocks such as Guangxun Technology and Cambridge Technology hitting the daily limit down [2][4] - The communication equipment sector also fell sharply, with stocks like Dekoli and Dingtong Technology dropping over 13% [4] - Semiconductor stocks experienced notable declines, with companies like Lexin Technology and Shengke Communication falling over 12% [6] Notable Gainers - The robotics sector saw a counter-trend rise, with stocks like Sunny Optical and Tianming Technology experiencing gains of over 17% [7] - Bank stocks performed well, with Chongqing Rural Commercial Bank rising over 4% and several other banks following suit with gains of over 3% [9][10] - Precious metals stocks were active, with West Gold hitting the daily limit up and Hunan Silver rising over 4% [11] Future Outlook - UBS Securities analyst Meng Lei noted that there are currently no signs of large-scale retail investor entry into the A-share market, suggesting that market sentiment is not overheated [14] - The overall profit growth for A-shares in the first half of the year was approximately 3%, with an expected annual profit growth of around 6% for the year [14]