
PS:本节目由扣子空间ai辅助生成,主要用于测试,仅供参考,切勿完全信任。
2025-12-18 A股早报
A股分化加剧,沪指微涨创业板大跌!外资在买什么?光通信、航天航空为何突然爆发?新股暴涨170%是机会还是泡沫?哪些板块还能追?
02:02 A股市场延续震荡整理态势,板块轮动持续,哪些板块有望领涨?
04:02 主力资金净流出,但公司潜力巨大:通信设备、半导体和航天航空板块
参考资讯链接:... more
PS:本节目由扣子空间ai辅助生成,主要用于测试,仅供参考,切勿完全信任。
2025-12-17早报:A股强势反弹,科技与周期板块领涨
A股强势反弹,科技和周期板块领涨!锂价飙升、算力需求爆发,哪些机会值得抓住?市场放量、北向回流,是继续上攻还是震荡调整?通信设备、能源金属还能追吗?
02:00 通信设备与能源金属板块将继续上涨,大盘震荡上行的可能性较大
04:04 北向资金持续流入,能源金属与金融行业投资机会凸显,市场风险谨慎对待
参考资讯链接:... more
PS:本节目由扣子空间ai辅助生成,主要用于测试,仅供参考,切勿完全信任。
2025-12-16 A股市场早报
A股大跌后能否反弹?通信、半导体逆势走强,板块分化明显。明天哪些方向值得布局?成长股还有戏吗?
02:02 半导体、新能源汽车、医疗健康板块调整到位,明天可能有技术性反弹
04:04 市场震荡调整,关注半导体、新能源汽车和医疗健康板块的机会
参考资讯链接:2025-12-16早... more
PS:本节目由扣子空间ai辅助生成,主要用于测试,仅供参考,切勿完全信任。
2025-12-15 A股市场早报
参考资讯文件:2025-12-15早报-05029537e8.pdf - 飞书云文档
一、市场要闻
1.1 宏观要闻
• 国家发改委发布《关于推动新型信息基础设施建设的指导意见》,提出到2027年,我国新型信息基础设施建设水平将进入全球前列。
• 工信部等多部门联合印发《“十四... more
PS:本节目由扣子空间ai辅助生成,主要用于测试,仅供参考,切勿完全信任。
2025-12-12 A股市场早报
A股全线飘红,半导体领涨!北向资金却在流出?下周是继续冲高还是震荡回调?科技板块还能上车吗?
02:00 A股市场展望:半导体、光伏设备、通信设备和航天航空领涨,控制仓位防范风险
04:02 北向资金流出对市场走势的影响有多大?——短期影响,长期趋势关键
06:03 航天航空板块崛起!国防军工政策支持下,相关企业订单和业绩增长预期乐观。
08:05 下周一股市风险点分析及投... more
PS:本节目由扣子空间ai辅助生成,主要用于测试,仅供参考,切勿完全信任。
2025-12-11早报
02:00 商业航天板块爆发,天力复合三十厘米涨停,通光线缆等多股封板!
04:01 航空航天、通信设备、光伏设备等行业领涨,利好事件驱动股价上涨
06:02 行业龙头受益商业航天热度,产品技术创新、市场拓展——剑桥科技分析报告
08:04 微型逆变器等产品热销,阳光电源布局储能系统,股价大涨
10:05 交投活跃,股价企稳回升,利好消息引爆通信设备板块
12:08 A股市场投资机... more
PS:本节目由扣子空间ai辅助生成,主要用于测试,仅供参考,切勿完全信任。
2025-12-10早报
A股分化明显,创业板逆势上涨,光伏、通信、航天谁更值得盯?政策利好频出,主力却悄悄流出,明天市场怎么走?
02:02 通信设备和光伏设备板块走势分化,航天航空板块调整中利好消息传来
04:02 A股市场分化:主力流出、游资买入,短期表现堪忧
06:03 主力资金流出,但性价比高的自旋股值得持有——市场展望与投资机会分析
08:03 再见,再也不见:两个生命在宇宙中的交汇
参考资料链... more
PS:本节目由扣子空间ai辅助生成,主要用于测试,仅供参考,切勿完全信任。
2025-12-9 A股早报
A股分化明显,创业板逆势上涨!光伏、通信为何成资金宠儿?政策利好+订单爆发,科技板块还能追吗?
02:00 航天航空、光伏设备、通信设备板块携手上涨,大盘预测及板块分析
04:01 通威股份引领光伏潮流,收入增长30%;通信和新能源板块持续发力!
参考文件链接:2025-12-9早报-9a... more










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