
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。
2025-11-25早报
A股震荡上行,军工AI领涨!商业航天新政引爆板块,北向资金大举加仓。科技主线还能追吗?哪些个股暗藏机会?市场热闹背后,是机会还是风险?
02:01 AI主线领涨,市场反弹力度强则带动新行情,关注科技板块机遇
04:01 烽火通信与通富微店表现差异,主力态度趋于观望,谨慎情绪蔓延
参考链接:2025-11-24早报-f6bb7591bb.pdf - 飞书云文档
一、A股大盘分析
1.... 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。
2025-11-22 A股早报
A股震荡下跌,外资却逆势加仓?半导体、通信设备为何成资金避风港?航天航空又藏着什么新机会?
02:01 A股市场整体下跌,但成长性板块表现抗跌,北向资金净流入态势不改
参考文件链接:2025-11-21早报-de89dda592.pdf - 飞书云文档
一、A股大盘行情分析
1.1 市场整体表现
2025年11月21日,A股市场整体呈现震荡下跌态势,主要指数均出现不同程度的调... 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年11月20日A股早报
英伟达带火光模块,航天政策利好频出,光伏却因库存承压?主力调仓去哪了?今天市场能冲上四千点吗?科技、航天、光伏,谁是真机会?
02:02 航天航空、光伏设备与通信设备:今日市场预测与板块建议
04:04 通信设备、航天航空和光伏设备或将成为热点,需关注北向资金流向和成交量变化
参考文档:2025-11-20早报.report.pdf - 飞书云文档
一、A股大盘行情分析
1.... 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。
2025-11-18 A股早报
A股震荡,通信设备为何逆势抗跌?光伏、航天航空回调是风险还是机会?北向资金大举流入,明天市场怎么走?
02:04 通信设备行业六G和CPU技术突破,航天航空朱雀三号首飞利好消息传来
04:06 A股震荡整固,通信设备和航天航空成关注重点,需注意美股影响和波动风险。
参考文件:2025-11-19早报.report.pdf - 飞书云文档
2025-11-19早报
一、核心指数... 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。
2025-11-18 A股早报
北向资金逆势买入,A股调整中藏着什么机会?通信设备为何扛跌?军工光伏回调还能上车吗?科技成长股明天会反弹吗?
02:04 A股市场展望:大盘企稳回升的可能性与板块机遇
04:06 A股市场展望:大盘企稳回升的可能性与机遇
一、A股大盘行情分析
1.1 大盘指数表现
1.2 资金面表现
两融余额情况:
• 两融余额:25003.34亿元
• 融资余额:24823.20亿元... 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。
2025-11-17早报
A股震荡分化,能源金属暴涨6%!军工、AI为何强势?医药贵金属回调是机会还是风险?碳酸锂价格飙创新高,机构建议布局哪些方向?
02:00 热点事件一览:新能源汽车需求超预期、黄金避险需求下降与美国政府停摆结束
04:00 A股市场展望:谨慎对待高估值科技股,关注低估值周期板块和消费复苏主线
06:01 投资建议:逢低布局光模块、军工、新能源产业链等板块
一、A股大盘行情分析
1. ... 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。
2025-11-14 A股早报
A股集体回调,光伏逆势上涨,半导体为何大跌?通信设备资金流出明显,机构建议关注哪些板块?投资机会藏在哪儿?
02:01 科技股短期估值担忧加剧,板块分化明显,关注通信设备和光伏行业复苏机会
04:02 市场热点反转!光伏行业复苏,通信设备面临调整,投资者如何操作?
06:04 投资者该如何操作?关注光伏设备、燃气和石油行业的机遇
一、A股大盘行情分析
1.1 主要指数表现
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。
2025-11-13 A股早报
A股低开高走,新能源和芯片为何大涨?政策利好叠加涨价逻辑,哪些板块值得布局?市场活跃但资金分化,明天还能追高吗?
02:00 烽火通信和通富微电股票表现及动态:技术优势巩固和订单突破
04:02 市场热点:电池、新能源和汽车整车领涨,关注长期投资机会
市场综述
今日市场整体表现活跃,主要指数均呈现上涨态势。上证指数报收4029.50点,涨幅0.86%;深证成指报收13476.5... more










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