市场方面,今日成交量刚过万亿,为近期最低,端午前资金趋于谨慎。IP、饮料制造、无人驾驶概念走强,创新药概念领跌。新消费、草甘膦、农化制品板块领涨,工业金属、消费电子板块跌幅居前。新消费概念中会稽山等多股涨停,港股泡泡玛特创新高;无人驾驶概念中科捷智能等涨停;化工概念受产品涨价及事故刺激,苏州龙杰等涨停。 其他消息,中国长城称液冷产品可用于中大型数据中心;2025 陆家嘴论坛 6 月 18 - 19 日举办;印度超越日本成全球第四大体;协创数据拟采购服务器用于算力租赁;京华激光提示股票异动。北京支持制造业应用具身智能技术。
股票名称 ["京华激光","远望谷","莱绅通灵","游族网络","均瑶健康","会稽山","锦江在线","通达电气","龙洲股份","海辰药业","海南海药","三生国健","创源股份","有友食品","交大昂立","明牌珠宝","科捷智能","云内动力","苏州龙杰","尤夫股份","中农联合","利尔化学","永茂泰","西部材料","泡泡玛特","中国长城","协创数据","广博股份"]板块名称 ["IP概念","饮料制造","无人驾驶","创新药","新消费","草甘膦","农化制品","工业金属","消费电子","保健饮品","休闲食品","珠宝","无人物流车","化工"]市场成交量、新消费概念、化工概念看多看空 市场成交量处于近期较低水平,显示端午小长假前资金趋于谨慎,但部分板块如IP概念、新消费、化工等表现活跃,也有创新药、工业金属等板块领跌,多空表现并存,所以对A股看法为中性。