厚雪晚班车
厚雪长波分享每日A股、港股、美股等全球市场资讯，搭乘厚雪晚班车，复盘当日行情、发现投资好机会！
| Publishes | Daily | Episodes | 139 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Categories | BusinessNews | ||
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Latest Episodes
🚩2025年12月10日行情复盘
今日市场探底回升，三大指数涨跌不一，深成指、创业板指盘中先后翻红，创业板指此前一度跌超2%。截至收盘，沪指跌0.23%，深成指涨0.29%，创业板指跌0.02%。全市场成交额1.79万亿元，较上日成交额缩量1260亿元。市场热点快速轮动，全市场超2800只个股下跌。海南、贵金属、零售等板块涨幅居前，培育钻石、银行、有机硅等板块跌幅居前。
♟️债务纾困迎来关键会议，市场预期转向引爆股债大涨
午后房地产板块迎来拉升，龙头万科A直线涨停，23万科01，23万科... more
🚩2025年12月9日行情复盘
A股三大指数今日涨跌不一，截止收盘，沪指跌0.37%，收报3909.52点；深证成指跌0.39%，收报13277.36点；创业板指涨0.61%，收报3209.60点。沪深两市成交额达到19040亿，较昨日缩量1327亿。
行业板块涨少跌多，商业百货、通信服务、光伏设备板块涨幅居前，有色金属、医药商业、贵金属、钢铁行业、能源金属、化肥行业、煤炭行业跌幅居前。
个股方面，上涨股票数量超过1300只，逾50只股票涨停。CPO概念股涨幅居前，德科立20cm涨停，天... more
🚩2025年12月8日行情复盘
今天A股高开高走，截至收盘，上证指数涨0.54%，深证成指涨1.39%，创业板指涨2.6%，北证50涨1.27%。全市场成交额2.05万亿元，较上日成交额放量3126亿元。
盘面上，CPO、元件、商业航天板块涨幅居前，“易中天”大爆发，胜宏科技、工业富联亦表现活跃。煤炭板块陷入调整。
♟️光模块“易中天”霸榜成交，AI算力需求驱动行业高景气
今日以CPO（光模块）为核心的“易中天”（新易盛、中际旭创、天孚通信）概念成为绝对焦点，包揽成交额前三席，中际旭创... more
♟️铜价飙升！未来是否还能持续涨势？
本周三（12月3日），伦敦金属交易所（LME）的铜价飙升至每吨11540美元的纪录高位，截止12月5日，LME铜价已上涨至每吨超11600美元，今年迄今的涨幅已超30%。大型金属交易商Mercuria Energy上周也发出“极端供应混乱”的警告，这进一步推高了铜价。
高盛集团近期的一份报告中写道，“近期铜价的上涨主要是基于对未来市场供应紧张的预期，而非当前的基本面。我们预计当前突破每吨11000美元的行情不会持续。”
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Apple Podcasts | #27 | China/News |
Apple Podcasts | #115 |  Singapore/News |
Apple Podcasts | #132 |  Hong Kong/News |
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