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分化加剧,成交额缩减,可控核聚变跌幅居前
Ge Long Hui· 2025-10-17 11:26
半导体板块震荡走强,存储芯片方向领涨,包括香农芯创、蓝箭电子、佰维存储、三孚股份、德明利等 在内的多股涨停或涨幅在10%上方。医药板块延续强势,其中贵州百灵、罗欣药业双双涨停。港口航运 表现活跃,其中海通发展涨停。 消息面:随着北方大范围降温,迎峰度冬即将启动,下游电煤补库需求有所增加。发改委等部门印发电 动汽车充电设施服务能力三年倍增行动方案。我国科学家成功攻克全固态金属锂电池的卡脖子难关,让 固态电池性能实现跨越式升级,有望突破1000公里天花板。 欢迎您在评论中分享自己的看法,大家一起学习和讨论。 开盘后直线拉升,随后冲高回落,截止午盘沪指上涨0.1%,深成指上涨0.15,创业板指上涨0.69%。两 市合计超4000只个股下跌,合计成交额1.21万亿。 可控核聚变概念股集体下跌,其中中洲特材、合锻智能大跌。小金属低开低走延续弱势,截止午盘下跌 2.64%,其中盛和资源大跌7.04%,中钨高新、华锡有色等多股跌幅均在6%上方。机器人执行器、电 池、燃气、风电等板块跌幅居前。 ...
科技成长占优,提前博弈节后行情
Sou Hu Cai Jing· 2025-09-30 04:42
Group 1 - A-share market shows a strong performance in the technology growth sector, with the Sci-Tech 50 Index rising 2% to reach a nearly four-year high, driven mainly by the semiconductor and new energy sectors [1][2] - The semiconductor industry chain and new energy track are identified as the two main lines of growth, with storage chip stocks experiencing a surge due to ongoing price increase news [1][2] - The A-share market's trading volume reached 1.37 trillion yuan, indicating a strong willingness for active trading before the holiday, with technology growth being a consensus among investors [1][2] Group 2 - The A-share market shows a divergence between large and small-cap indices, with the technology growth style prevailing, as evidenced by the Shanghai Composite Index rising 0.4% to 3878.13 points [2] - Over 2900 stocks in the market rose, with a concentration of limit-up stocks in storage chips and non-ferrous metals, indicating a shift of main funds towards technology growth sectors [2] - The Hong Kong market displays a mixed performance, with the Hang Seng Technology Index rising 0.55%, supported by the semiconductor and biopharmaceutical sectors, while the energy sector declines due to international oil price pressures [2][3] Group 3 - The semiconductor sector in the Hong Kong market has shown significant growth, with a year-to-date increase, becoming a key driver of technology growth [3] - Gold prices have surpassed $3860 per ounce, with a year-to-date increase of over 47%, leading to a strong performance in gold stocks amid rising geopolitical risks and expectations of liquidity easing [3] - The traditional financial sector in the A-share market has seen collective adjustments, with banks, insurance, and brokerage stocks experiencing notable declines due to profit-taking pressures ahead of favorable policies [3] Group 4 - The current market is in a critical phase characterized by a "policy window + industrial catalysis," with technology growth being clearly defined as the main line of investment [3] - Recommendations for investment focus on three main areas: the entire semiconductor industry chain, upstream resources in new energy, and safe-haven assets like gold, driven by geopolitical risks and global liquidity expectations [3][4] - Long-term views emphasize that "Artificial Intelligence +" and high-end manufacturing remain key areas of policy support, with sectors like semiconductors, non-ferrous metals, and defense industries benefiting from policy dividends and industrial trends [4]
Tech Shares Drop as Powell Withholds Rate Signal | Closing Bell
Bloomberg Television· 2025-09-23 20:49
And right now we are 2 minutes away from the end of the trading day. Romaine Bostick Bostic here with Matt Miller taking you through to that closing bell with a global simulcast Carol Massar. And Tim Stenovec, join us from the radio booth.Welcome to our audiences across all of our Bloomberg platforms, including our partnership with YouTube right across the screen. Carol Massar though that was a bit of a change from what we saw just a few hours ago. Yeah, not a new record, right.We've talked about you know, ...
北京君正(300223),宣布赴香港IPO,冲刺A+H | A股公司香港上市
Sou Hu Cai Jing· 2025-08-26 08:19
Core Viewpoint - Beijing Junzheng plans to consider the interests of existing shareholders and the conditions of domestic and international capital markets when deciding on the timing and issuance window for its upcoming public offering [2]. Group 1: Company Overview - Beijing Junzheng is an integrated circuit design company primarily engaged in the research and sales of integrated circuit chip products, including computing chips, storage chips, and analog and interconnect chips [2]. - The company's products are widely used in automotive electronics, industrial and medical applications, communication devices, and consumer electronics [2]. - The company operates under a Fabless model, focusing on the design and research of technology and products, while outsourcing production processes to large specialized integrated circuit manufacturers [2]. Group 2: Financial Information - As of the latest announcement, the total market capitalization of Beijing Junzheng is approximately ¥364.37 billion [4]. - The stock price is currently at ¥75.51, with a year-to-date increase of 358.91% since its initial closing price of ¥16.45 [5]. - The company has a price-to-earnings ratio (P/E) of 123.25 (trailing) and 103.27 (TTM), with earnings per share (EPS) of ¥0.73 [4].