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umithubame

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- umithubameumithubame
  ·2024-10-02
  $京东物流(02618)$
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- umithubameumithubame
  ·2024-01-08
  [开心]
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- umithubameumithubame
  ·2023-01-13
  $颐海国际(01579)$
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- umithubameumithubame
  ·2023-01-13
  $福寿园(01448)$
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- umithubameumithubame
  ·2022-12-29
  $老虎证券(TIGR)$
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- umithubameumithubame
  ·2021-07-12
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  Market Summary: "Mother and son are precious shares" was born! 5G leading stocks straight-line daily limit
  要闻工信部：到2023年网络安全产业规模超过2500亿元年复合增长率超过15% 工信部公开征求对《网络安全产业高质量发展三年行动计划（2021-2023年）（征求意见稿）》的意见。其中提出，到20
  Market Summary: "Mother and son are precious shares" was born! 5G leading stocks straight-line daily limit
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- umithubameumithubame
  ·2021-07-05
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data-views=\"1\"></v-v>","text":"$老虎证券(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/621661064","isVote":1,"tweetType":1,"viewCount":2350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146234231,"gmtCreate":1626081765423,"gmtModify":1703752953391,"author":{"id":"3581207174752333","authorId":"3581207174752333","name":"umithubame","avatar":"https://static.tigerbbs.com/75e8655e89f999dcc8c6f4b5f37dd00c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207174752333","authorIdStr":"3581207174752333"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146234231","repostId":"1188436938","repostType":4,"repost":{"id":"1188436938","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626079270,"share":"https://ttm.financial/m/news/1188436938?lang=en_US&edition=fundamental","pubTime":"2021-07-12 16:41","market":"sh","language":"zh","title":"Market Summary: \"Mother and son are precious shares\" was born! 5G leading stocks straight-line daily limit","url":"https://stock-news.laohu8.com/highlight/detail?id=1188436938","media":"老虎资讯综合","summary":"要闻\n工信部：到2023年网络安全产业规模超过2500亿元 年复合增长率超过15%\n工信部公开征求对《网络安全产业高质量发展三年行动计划（2021-2023年）（征求意见稿）》的意见。其中提出，到20","content":"<p><b>Important News</b></p><p><b>Ministry of Industry and Information Technology: The scale of cyber security industry will exceed 250 billion yuan by 2023, with a compound annual growth rate of more than 15%</b></p><p>The Ministry of Industry and Information Technology publicly solicited opinions on the Three-Year Action Plan for High-Quality Development of Cyber Security Industry (2021-2023) (Draft for Comment). It is proposed that by 2023, the scale of the cyber security industry will exceed 250 billion yuan, with a compound annual growth rate of more than 15%. A number of key core technologies of network security have achieved breakthroughs and reached the advanced level. The integration and innovation of emerging technologies and network security has been significantly accelerated, and the innovation capability of network security products and services has been further enhanced.</p><p><b>Sources say TSMC will expand production capacity by 28nm</b></p><p>According to market news, in order to meet the needs of customers such as automotive chips, CMOS image sensors (CIS), driver chips and radio frequency components, TSMC plans to actively expand the 28nm production capacity of mature processes. It is estimated that in the next 2-3 years, the total 28nm production capacity is expected to expand by 100,000 to 150,000 pieces per month.</p><p><b>Business Society: Cost Surge Superimposed Manufacturer Price Adjustment Adipic Acid Price Soared Last Week</b></p><p>July 12th, according to the monitoring of business society, last week, the domestic price of adipic acid rose sharply, with an increase of 11%. After experiencing the weak market in June, the price of adipic acid started to rise in early July, and the current price is stable at 11,000 yuan mark. The market rise is mainly due to the sharp surge in the price of pure benzene upstream of adipic acid, which leads to the passive follow-up in the downstream, and the superimposed manufacturers concentrated on raising the listed price at the beginning of the month, and adipic acid rose sharply. At present, the price range of adipic acid is 10,800-11,100 yuan/ton.</p><p><b>National Development and Reform Commission: Focus on supporting cold chain logistics facilities projects such as meat slaughter and processing</b></p><p>Recently, the National Development and Reform Commission issued the Special Administrative Measures for Investment in the Central Budget of Urban and Rural Cold Chain and National Logistics Hub Construction, proposing to focus on supporting cold chain logistics facilities projects serving meat slaughter, processing and circulation, new construction, renovation and expansion, intelligent transformation and related supporting facilities of public cold storage. In principle, the support standard of a single project shall not exceed 30% of the approved investment of the project in line with the special support direction, and the maximum shall not exceed 50 million yuan.</p><p><b>Hong Kong stock</b></p><p>Affected by the central bank's comprehensive RRR cut, the three major indices of Hong Kong stocks opened sharply higher today, fluctuating throughout the day and closing higher, and the daily K showed a false negative line. In early trading, the Hang Seng Technology Index once turned green, closing up 1.14% to 1.14%, the Hang Seng Index rose 0.62% to 2751 points, and the State Index rose 0.61 to 9945 points.</p><p>The Hang Seng Technology Index repeated its trend, once falling by more than 1% and closing up 1.14%.<a href=\"https://laohu8.com/S/01347\">Huahong Semiconductor</a>rose by more than 6%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up 5%, Meituan rose more than 2%, and Ali rose 1%.</p><p>Auto stocks performed strongly,<a href=\"https://laohu8.com/S/002594\">BYD</a>Shares soared nearly 8%,<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/01958\">BAIC Motor</a>It rose more than 2%.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Catering stocks skyrocketed after the downgrade,<a href=\"https://laohu8.com/S/01579\">Yihai International</a>Today, it rose 7.74%,<a href=\"https://laohu8.com/S/06862\">Haidilao</a>It rose by 8.83% again,<a href=\"https://laohu8.com/S/09922\">Jiu Mao Jiu</a>, Xiabu and other collective surges.</p><p><a href=\"https://laohu8.com/S/HUYA\">Tiger tooth</a>Betta merger is banned,<a href=\"https://laohu8.com/S/00700\">Tencent</a>It fell by 0.74%, with a market value of HK$5.13 trillion. On July 10, the State Administration for Market Regulation announced that Huya, which is led by Tencent<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Mergers are prohibited.</p><p><a href=\"https://laohu8.com/S/02868\">Beijing Capital Land</a>It is planned to be privatized at a premium of 63%, and the company's share price rose by more than 45% after resuming trading today. Beijing Capital Land Co., Ltd. announced on the evening of July 9th that it applied to HKEx to voluntarily revoke the listing status of H shares on HKEx. According to the announcement, it plans to obtain the privatization of Beijing Capital Group and will pay HK$2.8 per share in H shares for privatization.</p><p><a href=\"https://laohu8.com/S/000063\">ZTE</a>It rose more than 13%. On the evening of July 9th,<a href=\"https://laohu8.com/S/00763\">ZTE</a>It is expected that the net profit attributable to ordinary shareholders of listed companies in the first half of the year will be 3.80 billion yuan to 4.30 billion yuan, representing a year-on-year increase of 104.60% to 131.52%, and basic earnings per share will be 0.82 yuan to 0.93 yuan.</p><p><b>A Shares</b></p><p>The central bank's comprehensive RRR cut boosted market confidence. The size index opened higher today and closed higher collectively. The GEM index rose by 3.68% to a six-year high. The turnover of the two cities was hot, with the turnover exceeding one trillion yuan for eight consecutive trading days, and nearly 3,000 stocks were in the red. As of the close, the Shanghai Composite Index rose by 0.67% to 3547.84 points, the Shenzhen Component Index rose by 2.14% to 15,161.52 points, and the GEM Index rose by 3.68% to 3534.76 points; The total turnover of the two cities was 1,318 billion yuan, and the net inflow of northbound funds was 1.642 billion yuan. It is worth mentioning that the gap between the GEM and the Shanghai Composite Index is constantly narrowing.</p><p>According to Founder's strategy analysis, there are four main reasons for the market rise.</p><p>First, the central bank cut the RRR by 0.5 percentage points in an all-round way last Friday, releasing about 1 trillion yuan of long-term funds. Last week, the Standing Meeting of the Three Countries proposed a \"moderate RRR cut\". The market still has differences on the time and method of the central bank's RRR cut, but the central bank's comprehensive RRR cut exceeded market expectations after two days.</p><p>Second, the social financing and monetary data released last Friday all exceeded expectations. Among them, the new social financing of 3.67 trillion yuan in June and the new on-balance sheet credit of 2.3 trillion yuan all exceeded expectations. The stock social financing ended its rapid downward trend of 11.0% year-on-year, and M2 rebounded to 8.6% year-on-year in June.</p><p>Third, the market's expectation of warmer policies is constantly increasing. The current economic recovery is not solid, the domestic epidemic has broken out in a spot-like manner, and the overseas economic recovery shows signs of weakness. The market is optimistic about the tone of the Politburo meeting in July.</p><p>Fourth, overseas markets have rebounded significantly. Judging from the performance of U.S. stocks on Friday, the three major indexes of U.S. stocks all rose sharply, with the S&P 500 index rising by 1.1%. Today, the Nikkei index in the Asia-Pacific market rose by more than 2%, and northbound funds flowed in sharply.</p><p>In terms of industry sectors, communication industry, software services, fertilizer industry, electronic information, glass ceramics, etc. were among the top gainers, while civil aviation airports, insurance, precious metals, banks and environmental protection projects were among the top decliners. In terms of topics, concept sectors such as network security, CRO, fluorine chemical industry, Hongmeng concept, solid-state battery and Huawei Shengteng are active.</p><p><b>Lithium has gone all over the world, and new energy has exploded</b></p><p>Lithium batteries:<a href=\"https://laohu8.com/S/002460\">Ganfeng Lithium</a>、<a href=\"https://laohu8.com/S/002176\">Jiangte motor</a>、<a href=\"https://laohu8.com/S/002192\">Rongjie Shares</a>、<a href=\"https://laohu8.com/S/603799\">Huayou Cobalt</a>、<a href=\"https://laohu8.com/S/002850\">Kodali</a>、<a href=\"https://laohu8.com/S/000155\">Chuaneng Power</a>、<a href=\"https://laohu8.com/S/002240\">Shengxin Lithium Energy</a>、<a href=\"https://laohu8.com/S/002756\">Yongxing Materials</a>、<a href=\"https://laohu8.com/S/600110\">Nordisk Shares</a>、<a href=\"https://laohu8.com/S/002091\">Jiangsu Cathay Pacific</a>、<a href=\"https://laohu8.com/S/002140\">Tung Wah Technology</a>、<a href=\"https://laohu8.com/S/000920\">Southern Huitong</a>、<a href=\"https://laohu8.com/S/603867\">Xinhua Shares</a>、<a href=\"https://laohu8.com/S/600338\">Mount Everest, Tibet</a>、<a href=\"https://laohu8.com/S/000762\">Tibet Mining Industry</a>、<a href=\"https://laohu8.com/S/600884\">Shanshan Shares</a>、<a href=\"https://laohu8.com/S/600869\">Far East Shares</a>、<a href=\"https://laohu8.com/S/002895\">Chuanheng Shares</a>、<a href=\"https://laohu8.com/S/300077\">National Technology</a>daily limit</p><p>New energy vehicle segment,<a href=\"https://laohu8.com/S/600418\">JAC</a>、<a href=\"https://laohu8.com/S/601127\">Xiaokang Shares</a>、<a href=\"https://laohu8.com/S/600480\">Lingyun Shares</a>、<a href=\"https://laohu8.com/S/600577\">Jingda Shares</a>、<a href=\"https://laohu8.com/S/002824\">Hesheng Shares</a>、<a href=\"https://laohu8.com/S/300615\">Xintian Technology</a>、<a href=\"https://laohu8.com/S/603809\">Haoneng Shares</a>Daily limit;</p><p>The first brother of GEM, the leader of new energy<a href=\"https://laohu8.com/S/300750\">CATL</a>Today, it rose by more than 3%, and the intraday touch reached 577 yuan, a record high!</p><p><img src=\"https://static.tigerbbs.com/e7db9f94fac8b9e57162664639cbcd5c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">BYD, the new energy vehicle giant, opened higher and went higher, once rising by 9.68% in the intraday session, approaching the daily limit and approaching the all-time high.</p><p><img src=\"https://static.tigerbbs.com/de6c78edceaa84b6e1999b9308c97671\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>On the news side, the China Association of Automobile Manufacturers released data on July 9. China's production of new energy vehicles in June 2021 was 248,000 units (sales volume was 256,000 units), up 14.2% month-on-month and 1.43 times year-on-year; From January to June, the cumulative output of new energy vehicles was 1.214 million units, a year-on-year increase of 2.3 times.</p><p><b>In addition, the demand for lithium, cobalt and magnetic rare earths has been boosted across the board</b></p><p>New energy vehicles are very important downstream for batteries and magnetic materials. In 2020, about 62% of lithium carbonate was used in lithium-ion batteries, about 53% of cobalt was used in batteries, and 11% of cobalt was used in magnetic materials; About 12% of high-performance NdFeB magnetic materials are used in permanent magnet motors of new energy vehicles, high-performance NdFeB magnetic materials account for about 20% of the output of NdFeB, and about 43% of rare earths are used in NdFeB. Therefore, the high growth of new energy vehicle output will undoubtedly significantly stimulate the consumption of lithium, cobalt and magnetic rare earths.</p><p><b>Cybersecurity Strong Outbreak</b></p><p>Today, the network security and software service sectors continued to strengthen, with many stocks rising by more than 10%. As of the close,<a href=\"https://laohu8.com/S/300333\">Trillion Day Technology</a>、<a href=\"https://laohu8.com/S/300311\">Ren Zixing</a>、<a href=\"https://laohu8.com/S/002439\">Venus Star</a>、<a href=\"https://laohu8.com/S/000004\">Guohua Cyber Security</a>、<a href=\"https://laohu8.com/S/600410\">Huasheng Tiancheng</a>Wait for the daily limit of many stocks,<a href=\"https://laohu8.com/S/300369\">NSFOCUS Technology</a>、<a href=\"https://laohu8.com/S/300768\">Deep Tech</a>、<a href=\"https://laohu8.com/S/300188\">Meiascipaceae</a>、<a href=\"https://laohu8.com/S/300297\">Blue Shield Shares</a>、<a href=\"https://laohu8.com/S/688561\">Qi Anxin</a>、<a href=\"https://laohu8.com/S/688201\">Principal Century</a>Many stocks rose by more than 10%.</p><p>On the news side, the Ministry of Industry and Information Technology publicly solicited opinions on the Three-Year Action Plan for High-Quality Development of Cyber Security Industry (2021-2023) (Draft for Comment). It is proposed that by 2023, the scale of the cyber security industry will exceed 250 billion yuan, with a compound annual growth rate of more than 15%. A number of key core technologies of network security have achieved breakthroughs and reached the advanced level. The integration and innovation of emerging technologies and network security has been significantly accelerated, and the innovation capability of network security products and services has been further enhanced.</p><p>The Cyberspace Administration of China recently said that the Cyberspace Administration of China, together with relevant departments, revised the Measures for Cybersecurity Review to publicly solicit opinions from the public. Article 6 of the Measures points out that operators who hold the personal information of more than 1 million users must report to the Network Security Review Office for network security review when listing abroad.</p><p>Previously, the cybersecurity review initiated by regulators on Didi and other companies has pushed discussions about data security to the forefront.</p><p><b>Phosphorus chemical, photovoltaic, brokerage and other sectors performed equally strongly</b></p><p>The pre-performance plate has attracted attention, and Oriental Tantalum Industry,<a href=\"https://laohu8.com/S/002810\">Shandong Heda</a>、<a href=\"https://laohu8.com/S/002732\">Yantang Dairy</a>、<a href=\"https://laohu8.com/S/600803\">ENN Shares</a>、<a href=\"https://laohu8.com/S/002455\">Baichuan Shares</a>、<a href=\"https://laohu8.com/S/600746\">Jiangsu Thorpe</a>, ZTE, Xinghua, Lisheng Racing daily limit;</p><p>Phosphorus chemical sector broke out,<a href=\"https://laohu8.com/S/600727\">Lubei Chemical Industry</a>、<a href=\"https://laohu8.com/S/300505\">Chuanjinnuo</a>Yuntianhua, Xingfa Group,<a href=\"https://laohu8.com/S/002136\">Annada</a>, Zhongyida,<a href=\"https://laohu8.com/S/000902\">Xinyangfeng</a>Daily limit;</p><p>The rise of photovoltaic sector,<a href=\"https://laohu8.com/S/002620\">Ruihe Shares</a>Huarong shares,<a href=\"https://laohu8.com/S/603628\">Qingyuan Shares</a>Deli shares, CSG A, Luoyang Glass daily limit;</p><p>Brokerage sector changes, Orient Securities daily limit,<a href=\"https://laohu8.com/S/601990\">Nanjing Securities</a>Xiangcai shares and Industrial Securities were among the top gainers;</p><p>The CRO sector rebounded strongly,<a href=\"https://laohu8.com/S/300363\">Proton Shares</a>、<a href=\"https://laohu8.com/S/688202\">Medici</a>, Kanglong Chemical rose by more than 10%, Zhaoyan New Drug, Huatei Testing, etc. rose by more than 5%;</p><p><b>Individual stocks</b>The contact interaction of \"the mother is expensive with the son\" has a daily limit of 4 consecutive boards, and the share price of the subsidiary Newegg has skyrocketed in the US stock market;</p><p><img src=\"https://static.tigerbbs.com/6397ab484db23835d831979b4693fd3f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/704d44c163494f36f083a46c554d007a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>150 billion market value 5G leader daily limit!</b></p><p>Performance greatly exceeded expectations, and ZTE's share price sealed the daily limit</p><p><img src=\"https://static.tigerbbs.com/8046ab890f9cd1c4c8293ca5e9c2b733\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">A few days ago, ZTE released its semi-annual performance forecast for 2021, which is expected to achieve a net profit attributable to ordinary shareholders of listed companies of 3.80 billion yuan to 4.30 billion yuan in the first half of 2021, a year-on-year increase of 104.60% to 131.52%, and basic earnings per share of 0.82 yuan to 0.93 yuan. Regarding the reasons for the growth of performance, ZTE said that it was mainly due to the company's continuous optimization of market structure, year-on-year growth of operating income, continuous recovery and improvement of gross profit margin, substantial improvement of profitability, and the transfer of 90% equity of Beijing ZTE Gundam Communication Technology Co., Ltd. to confirm the pre-tax profit of about 800 million yuan.</p><p><b>U.S. stocks</b></p><p>The three major stock index futures in the United States had mixed gains and losses before the market. As of press time, the Dow futures fell 0.28%; S&P 500 futures fell 0.19%; Nasdaq 100 futures rose 0.07%.<img src=\"https://static.tigerbbs.com/5ff6304762b767694209339fd0609c3f\" tg-width=\"828\" tg-height=\"229\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a>It rose by more than 9% before the market, and the company's \"Unity\" spacecraft completed its first full-capacity space test flight on the 11th.</p><p>Huya and Betta fell by 1.8% and 2.7% respectively before the market. Last weekend, the State Administration for Market Regulation legally prohibited the merger of Huya and Betta.</p><p>China Concept Stock<a href=\"https://laohu8.com/S/SGOC\">Shangwei Group</a>(SGOC.O) moved premarket, rising as much as 50%.</p><p><b>European shares</b></p><p>Europe's main indexes fell more than they rose, with the Stoxx 50 index falling 0.28%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index fell 0.50%, and Germany's DAX30 index fell 0.14%.<img src=\"https://static.tigerbbs.com/74539a9e9e56d0055afe446ebdd04df1\" tg-width=\"827\" tg-height=\"364\" referrerpolicy=\"no-referrer\">Source: Investing.com</p><p><b>crude oil</b></p><p>International oil prices fell, with U.S. oil reported at $74.03/barrel, down. 72% intraday; Brent oil is now traded at $74.95/barrel, down 0.77% during the day.</p><p>The Iranian nuclear negotiations, OPEC + negotiations and the heating up of the epidemic have brought major uncertainties to the current oil price. U.S. crude oil has fallen slightly, and short-term bulls are still relatively strong. However, we need to beware of breaking news. Radicals are advised to be cautious and do more.</p><p><b>Gold</b></p><p>Spot gold fell 0.33% on the day to $1,804.75/oz.</p><p>The short-term rise of gold price has slowed down, but the gold price is expected to continue to rise slightly before the release of US CPI data on Tuesday. It is recommended that conservatives wait and see for the time being, and radicals do more near the 1796 support level.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Market Summary: \"Mother and son are precious shares\" was born! 5G leading stocks straight-line daily limit</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarket Summary: \"Mother and son are precious shares\" was born! 5G leading stocks straight-line daily limit\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-12 16:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Important News</b></p><p><b>Ministry of Industry and Information Technology: The scale of cyber security industry will exceed 250 billion yuan by 2023, with a compound annual growth rate of more than 15%</b></p><p>The Ministry of Industry and Information Technology publicly solicited opinions on the Three-Year Action Plan for High-Quality Development of Cyber Security Industry (2021-2023) (Draft for Comment). It is proposed that by 2023, the scale of the cyber security industry will exceed 250 billion yuan, with a compound annual growth rate of more than 15%. A number of key core technologies of network security have achieved breakthroughs and reached the advanced level. The integration and innovation of emerging technologies and network security has been significantly accelerated, and the innovation capability of network security products and services has been further enhanced.</p><p><b>Sources say TSMC will expand production capacity by 28nm</b></p><p>According to market news, in order to meet the needs of customers such as automotive chips, CMOS image sensors (CIS), driver chips and radio frequency components, TSMC plans to actively expand the 28nm production capacity of mature processes. It is estimated that in the next 2-3 years, the total 28nm production capacity is expected to expand by 100,000 to 150,000 pieces per month.</p><p><b>Business Society: Cost Surge Superimposed Manufacturer Price Adjustment Adipic Acid Price Soared Last Week</b></p><p>July 12th, according to the monitoring of business society, last week, the domestic price of adipic acid rose sharply, with an increase of 11%. After experiencing the weak market in June, the price of adipic acid started to rise in early July, and the current price is stable at 11,000 yuan mark. The market rise is mainly due to the sharp surge in the price of pure benzene upstream of adipic acid, which leads to the passive follow-up in the downstream, and the superimposed manufacturers concentrated on raising the listed price at the beginning of the month, and adipic acid rose sharply. At present, the price range of adipic acid is 10,800-11,100 yuan/ton.</p><p><b>National Development and Reform Commission: Focus on supporting cold chain logistics facilities projects such as meat slaughter and processing</b></p><p>Recently, the National Development and Reform Commission issued the Special Administrative Measures for Investment in the Central Budget of Urban and Rural Cold Chain and National Logistics Hub Construction, proposing to focus on supporting cold chain logistics facilities projects serving meat slaughter, processing and circulation, new construction, renovation and expansion, intelligent transformation and related supporting facilities of public cold storage. In principle, the support standard of a single project shall not exceed 30% of the approved investment of the project in line with the special support direction, and the maximum shall not exceed 50 million yuan.</p><p><b>Hong Kong stock</b></p><p>Affected by the central bank's comprehensive RRR cut, the three major indices of Hong Kong stocks opened sharply higher today, fluctuating throughout the day and closing higher, and the daily K showed a false negative line. In early trading, the Hang Seng Technology Index once turned green, closing up 1.14% to 1.14%, the Hang Seng Index rose 0.62% to 2751 points, and the State Index rose 0.61 to 9945 points.</p><p>The Hang Seng Technology Index repeated its trend, once falling by more than 1% and closing up 1.14%.<a href=\"https://laohu8.com/S/01347\">Huahong Semiconductor</a>rose by more than 6%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up 5%, Meituan rose more than 2%, and Ali rose 1%.</p><p>Auto stocks performed strongly,<a href=\"https://laohu8.com/S/002594\">BYD</a>Shares soared nearly 8%,<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/01958\">BAIC Motor</a>It rose more than 2%.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Catering stocks skyrocketed after the downgrade,<a href=\"https://laohu8.com/S/01579\">Yihai International</a>Today, it rose 7.74%,<a href=\"https://laohu8.com/S/06862\">Haidilao</a>It rose by 8.83% again,<a href=\"https://laohu8.com/S/09922\">Jiu Mao Jiu</a>, Xiabu and other collective surges.</p><p><a href=\"https://laohu8.com/S/HUYA\">Tiger tooth</a>Betta merger is banned,<a href=\"https://laohu8.com/S/00700\">Tencent</a>It fell by 0.74%, with a market value of HK$5.13 trillion. On July 10, the State Administration for Market Regulation announced that Huya, which is led by Tencent<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Mergers are prohibited.</p><p><a href=\"https://laohu8.com/S/02868\">Beijing Capital Land</a>It is planned to be privatized at a premium of 63%, and the company's share price rose by more than 45% after resuming trading today. Beijing Capital Land Co., Ltd. announced on the evening of July 9th that it applied to HKEx to voluntarily revoke the listing status of H shares on HKEx. According to the announcement, it plans to obtain the privatization of Beijing Capital Group and will pay HK$2.8 per share in H shares for privatization.</p><p><a href=\"https://laohu8.com/S/000063\">ZTE</a>It rose more than 13%. On the evening of July 9th,<a href=\"https://laohu8.com/S/00763\">ZTE</a>It is expected that the net profit attributable to ordinary shareholders of listed companies in the first half of the year will be 3.80 billion yuan to 4.30 billion yuan, representing a year-on-year increase of 104.60% to 131.52%, and basic earnings per share will be 0.82 yuan to 0.93 yuan.</p><p><b>A Shares</b></p><p>The central bank's comprehensive RRR cut boosted market confidence. The size index opened higher today and closed higher collectively. The GEM index rose by 3.68% to a six-year high. The turnover of the two cities was hot, with the turnover exceeding one trillion yuan for eight consecutive trading days, and nearly 3,000 stocks were in the red. As of the close, the Shanghai Composite Index rose by 0.67% to 3547.84 points, the Shenzhen Component Index rose by 2.14% to 15,161.52 points, and the GEM Index rose by 3.68% to 3534.76 points; The total turnover of the two cities was 1,318 billion yuan, and the net inflow of northbound funds was 1.642 billion yuan. It is worth mentioning that the gap between the GEM and the Shanghai Composite Index is constantly narrowing.</p><p>According to Founder's strategy analysis, there are four main reasons for the market rise.</p><p>First, the central bank cut the RRR by 0.5 percentage points in an all-round way last Friday, releasing about 1 trillion yuan of long-term funds. Last week, the Standing Meeting of the Three Countries proposed a \"moderate RRR cut\". The market still has differences on the time and method of the central bank's RRR cut, but the central bank's comprehensive RRR cut exceeded market expectations after two days.</p><p>Second, the social financing and monetary data released last Friday all exceeded expectations. Among them, the new social financing of 3.67 trillion yuan in June and the new on-balance sheet credit of 2.3 trillion yuan all exceeded expectations. The stock social financing ended its rapid downward trend of 11.0% year-on-year, and M2 rebounded to 8.6% year-on-year in June.</p><p>Third, the market's expectation of warmer policies is constantly increasing. The current economic recovery is not solid, the domestic epidemic has broken out in a spot-like manner, and the overseas economic recovery shows signs of weakness. The market is optimistic about the tone of the Politburo meeting in July.</p><p>Fourth, overseas markets have rebounded significantly. Judging from the performance of U.S. stocks on Friday, the three major indexes of U.S. stocks all rose sharply, with the S&P 500 index rising by 1.1%. Today, the Nikkei index in the Asia-Pacific market rose by more than 2%, and northbound funds flowed in sharply.</p><p>In terms of industry sectors, communication industry, software services, fertilizer industry, electronic information, glass ceramics, etc. were among the top gainers, while civil aviation airports, insurance, precious metals, banks and environmental protection projects were among the top decliners. In terms of topics, concept sectors such as network security, CRO, fluorine chemical industry, Hongmeng concept, solid-state battery and Huawei Shengteng are active.</p><p><b>Lithium has gone all over the world, and new energy has exploded</b></p><p>Lithium batteries:<a href=\"https://laohu8.com/S/002460\">Ganfeng Lithium</a>、<a href=\"https://laohu8.com/S/002176\">Jiangte motor</a>、<a href=\"https://laohu8.com/S/002192\">Rongjie Shares</a>、<a href=\"https://laohu8.com/S/603799\">Huayou Cobalt</a>、<a href=\"https://laohu8.com/S/002850\">Kodali</a>、<a href=\"https://laohu8.com/S/000155\">Chuaneng Power</a>、<a href=\"https://laohu8.com/S/002240\">Shengxin Lithium Energy</a>、<a href=\"https://laohu8.com/S/002756\">Yongxing Materials</a>、<a href=\"https://laohu8.com/S/600110\">Nordisk Shares</a>、<a href=\"https://laohu8.com/S/002091\">Jiangsu Cathay Pacific</a>、<a href=\"https://laohu8.com/S/002140\">Tung Wah Technology</a>、<a href=\"https://laohu8.com/S/000920\">Southern Huitong</a>、<a href=\"https://laohu8.com/S/603867\">Xinhua Shares</a>、<a href=\"https://laohu8.com/S/600338\">Mount Everest, Tibet</a>、<a href=\"https://laohu8.com/S/000762\">Tibet Mining Industry</a>、<a href=\"https://laohu8.com/S/600884\">Shanshan Shares</a>、<a href=\"https://laohu8.com/S/600869\">Far East Shares</a>、<a href=\"https://laohu8.com/S/002895\">Chuanheng Shares</a>、<a href=\"https://laohu8.com/S/300077\">National Technology</a>daily limit</p><p>New energy vehicle segment,<a href=\"https://laohu8.com/S/600418\">JAC</a>、<a href=\"https://laohu8.com/S/601127\">Xiaokang Shares</a>、<a href=\"https://laohu8.com/S/600480\">Lingyun Shares</a>、<a href=\"https://laohu8.com/S/600577\">Jingda Shares</a>、<a href=\"https://laohu8.com/S/002824\">Hesheng Shares</a>、<a href=\"https://laohu8.com/S/300615\">Xintian Technology</a>、<a href=\"https://laohu8.com/S/603809\">Haoneng Shares</a>Daily limit;</p><p>The first brother of GEM, the leader of new energy<a href=\"https://laohu8.com/S/300750\">CATL</a>Today, it rose by more than 3%, and the intraday touch reached 577 yuan, a record high!</p><p><img src=\"https://static.tigerbbs.com/e7db9f94fac8b9e57162664639cbcd5c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">BYD, the new energy vehicle giant, opened higher and went higher, once rising by 9.68% in the intraday session, approaching the daily limit and approaching the all-time high.</p><p><img src=\"https://static.tigerbbs.com/de6c78edceaa84b6e1999b9308c97671\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>On the news side, the China Association of Automobile Manufacturers released data on July 9. China's production of new energy vehicles in June 2021 was 248,000 units (sales volume was 256,000 units), up 14.2% month-on-month and 1.43 times year-on-year; From January to June, the cumulative output of new energy vehicles was 1.214 million units, a year-on-year increase of 2.3 times.</p><p><b>In addition, the demand for lithium, cobalt and magnetic rare earths has been boosted across the board</b></p><p>New energy vehicles are very important downstream for batteries and magnetic materials. In 2020, about 62% of lithium carbonate was used in lithium-ion batteries, about 53% of cobalt was used in batteries, and 11% of cobalt was used in magnetic materials; About 12% of high-performance NdFeB magnetic materials are used in permanent magnet motors of new energy vehicles, high-performance NdFeB magnetic materials account for about 20% of the output of NdFeB, and about 43% of rare earths are used in NdFeB. Therefore, the high growth of new energy vehicle output will undoubtedly significantly stimulate the consumption of lithium, cobalt and magnetic rare earths.</p><p><b>Cybersecurity Strong Outbreak</b></p><p>Today, the network security and software service sectors continued to strengthen, with many stocks rising by more than 10%. As of the close,<a href=\"https://laohu8.com/S/300333\">Trillion Day Technology</a>、<a href=\"https://laohu8.com/S/300311\">Ren Zixing</a>、<a href=\"https://laohu8.com/S/002439\">Venus Star</a>、<a href=\"https://laohu8.com/S/000004\">Guohua Cyber Security</a>、<a href=\"https://laohu8.com/S/600410\">Huasheng Tiancheng</a>Wait for the daily limit of many stocks,<a href=\"https://laohu8.com/S/300369\">NSFOCUS Technology</a>、<a href=\"https://laohu8.com/S/300768\">Deep Tech</a>、<a href=\"https://laohu8.com/S/300188\">Meiascipaceae</a>、<a href=\"https://laohu8.com/S/300297\">Blue Shield Shares</a>、<a href=\"https://laohu8.com/S/688561\">Qi Anxin</a>、<a href=\"https://laohu8.com/S/688201\">Principal Century</a>Many stocks rose by more than 10%.</p><p>On the news side, the Ministry of Industry and Information Technology publicly solicited opinions on the Three-Year Action Plan for High-Quality Development of Cyber Security Industry (2021-2023) (Draft for Comment). It is proposed that by 2023, the scale of the cyber security industry will exceed 250 billion yuan, with a compound annual growth rate of more than 15%. A number of key core technologies of network security have achieved breakthroughs and reached the advanced level. The integration and innovation of emerging technologies and network security has been significantly accelerated, and the innovation capability of network security products and services has been further enhanced.</p><p>The Cyberspace Administration of China recently said that the Cyberspace Administration of China, together with relevant departments, revised the Measures for Cybersecurity Review to publicly solicit opinions from the public. Article 6 of the Measures points out that operators who hold the personal information of more than 1 million users must report to the Network Security Review Office for network security review when listing abroad.</p><p>Previously, the cybersecurity review initiated by regulators on Didi and other companies has pushed discussions about data security to the forefront.</p><p><b>Phosphorus chemical, photovoltaic, brokerage and other sectors performed equally strongly</b></p><p>The pre-performance plate has attracted attention, and Oriental Tantalum Industry,<a href=\"https://laohu8.com/S/002810\">Shandong Heda</a>、<a href=\"https://laohu8.com/S/002732\">Yantang Dairy</a>、<a href=\"https://laohu8.com/S/600803\">ENN Shares</a>、<a href=\"https://laohu8.com/S/002455\">Baichuan Shares</a>、<a href=\"https://laohu8.com/S/600746\">Jiangsu Thorpe</a>, ZTE, Xinghua, Lisheng Racing daily limit;</p><p>Phosphorus chemical sector broke out,<a href=\"https://laohu8.com/S/600727\">Lubei Chemical Industry</a>、<a href=\"https://laohu8.com/S/300505\">Chuanjinnuo</a>Yuntianhua, Xingfa Group,<a href=\"https://laohu8.com/S/002136\">Annada</a>, Zhongyida,<a href=\"https://laohu8.com/S/000902\">Xinyangfeng</a>Daily limit;</p><p>The rise of photovoltaic sector,<a href=\"https://laohu8.com/S/002620\">Ruihe Shares</a>Huarong shares,<a href=\"https://laohu8.com/S/603628\">Qingyuan Shares</a>Deli shares, CSG A, Luoyang Glass daily limit;</p><p>Brokerage sector changes, Orient Securities daily limit,<a href=\"https://laohu8.com/S/601990\">Nanjing Securities</a>Xiangcai shares and Industrial Securities were among the top gainers;</p><p>The CRO sector rebounded strongly,<a href=\"https://laohu8.com/S/300363\">Proton Shares</a>、<a href=\"https://laohu8.com/S/688202\">Medici</a>, Kanglong Chemical rose by more than 10%, Zhaoyan New Drug, Huatei Testing, etc. rose by more than 5%;</p><p><b>Individual stocks</b>The contact interaction of \"the mother is expensive with the son\" has a daily limit of 4 consecutive boards, and the share price of the subsidiary Newegg has skyrocketed in the US stock market;</p><p><img src=\"https://static.tigerbbs.com/6397ab484db23835d831979b4693fd3f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/704d44c163494f36f083a46c554d007a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>150 billion market value 5G leader daily limit!</b></p><p>Performance greatly exceeded expectations, and ZTE's share price sealed the daily limit</p><p><img src=\"https://static.tigerbbs.com/8046ab890f9cd1c4c8293ca5e9c2b733\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">A few days ago, ZTE released its semi-annual performance forecast for 2021, which is expected to achieve a net profit attributable to ordinary shareholders of listed companies of 3.80 billion yuan to 4.30 billion yuan in the first half of 2021, a year-on-year increase of 104.60% to 131.52%, and basic earnings per share of 0.82 yuan to 0.93 yuan. Regarding the reasons for the growth of performance, ZTE said that it was mainly due to the company's continuous optimization of market structure, year-on-year growth of operating income, continuous recovery and improvement of gross profit margin, substantial improvement of profitability, and the transfer of 90% equity of Beijing ZTE Gundam Communication Technology Co., Ltd. to confirm the pre-tax profit of about 800 million yuan.</p><p><b>U.S. stocks</b></p><p>The three major stock index futures in the United States had mixed gains and losses before the market. As of press time, the Dow futures fell 0.28%; S&P 500 futures fell 0.19%; Nasdaq 100 futures rose 0.07%.<img src=\"https://static.tigerbbs.com/5ff6304762b767694209339fd0609c3f\" tg-width=\"828\" tg-height=\"229\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a>It rose by more than 9% before the market, and the company's \"Unity\" spacecraft completed its first full-capacity space test flight on the 11th.</p><p>Huya and Betta fell by 1.8% and 2.7% respectively before the market. Last weekend, the State Administration for Market Regulation legally prohibited the merger of Huya and Betta.</p><p>China Concept Stock<a href=\"https://laohu8.com/S/SGOC\">Shangwei Group</a>(SGOC.O) moved premarket, rising as much as 50%.</p><p><b>European shares</b></p><p>Europe's main indexes fell more than they rose, with the Stoxx 50 index falling 0.28%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index fell 0.50%, and Germany's DAX30 index fell 0.14%.<img src=\"https://static.tigerbbs.com/74539a9e9e56d0055afe446ebdd04df1\" tg-width=\"827\" tg-height=\"364\" referrerpolicy=\"no-referrer\">Source: Investing.com</p><p><b>crude oil</b></p><p>International oil prices fell, with U.S. oil reported at $74.03/barrel, down. 72% intraday; Brent oil is now traded at $74.95/barrel, down 0.77% during the day.</p><p>The Iranian nuclear negotiations, OPEC + negotiations and the heating up of the epidemic have brought major uncertainties to the current oil price. U.S. crude oil has fallen slightly, and short-term bulls are still relatively strong. However, we need to beware of breaking news. Radicals are advised to be cautious and do more.</p><p><b>Gold</b></p><p>Spot gold fell 0.33% on the day to $1,804.75/oz.</p><p>The short-term rise of gold price has slowed down, but the gold price is expected to continue to rise slightly before the release of US CPI data on Tuesday. It is recommended that conservatives wait and see for the time being, and radicals do more near the 1796 support level.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"000063":"中兴通讯","HSI":"恒生指数","002280":"ST联络","002594":"比亚迪"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188436938","content_text":"要闻\n工信部：到2023年网络安全产业规模超过2500亿元 年复合增长率超过15%\n工信部公开征求对《网络安全产业高质量发展三年行动计划（2021-2023年）（征求意见稿）》的意见。其中提出，到2023年，网络安全产业规模超过2500亿元，年复合增长率超过15%。一批网络安全关键核心技术实现突破，达到先进水平。新兴技术与网络安全融合创新明显加快，网络安全产品、服务创新能力进一步增强。\n消息称台积电将扩产大28nm产能\n据市场消息，台积电为了满足车用芯片、CMOS影像感测器（CIS）、驱动芯片、射频元件等客户需求，规划积极扩大成熟制程的28nm产能，预计未来2-3年，28nm总产能每月可望扩增10万到15万片。\n生意社：成本激增叠加厂家调价 上周己二酸价格飙涨\n7月12日讯，据生意社监测，上周，国内己二酸价格大幅上涨，涨幅达11%。经历了6月份的弱势行情后，7月初己二酸价格开启上涨模式，目前价格稳定在11000元大关，市场上涨主因己二酸上游纯苯价格大幅飙涨，导致下游被动跟涨，叠加厂家集中月初调涨挂牌价影响，己二酸大幅上行，目前己二酸价格区间在10800-11100元/吨。\n国家发改委：重点支持肉类屠宰加工等冷链物流设施项目\n国家发改委近日印发《城乡冷链和国家物流枢纽建设中央预算内投资专项管理办法》提出，重点支持服务于肉类屠宰加工及流通的冷链物流设施项目，公共冷库新建、改扩建、智能化改造及相关配套设施项目。单个项目支持标准原则上不超过该项目符合专项支持方向的核定投资的30%，最高不超过5000万元。\n港股\n受央行全面降准影响，港股三大指数今日大幅高开，全天震荡收涨且日K都呈假阴线，早盘恒生科技指数一度翻绿，收涨1.14%报1.14%，恒指涨0.62%报2751点，国指涨0.61报9945点。\n恒生科技指数走势反复，一度跌超1%，收涨1.14%，华虹半导体涨超6%，哔哩哔哩涨5%，美团涨超2%，阿里涨1%。\n汽车股表现强势，比亚迪股份大涨近8%，吉利汽车、北京汽车涨超2%。\n高盛下调评级后，餐饮股暴涨不断，颐海国际今日大涨7.74%，海底捞再度涨8.83%，九毛九、呷哺等集体大涨。\n虎牙斗鱼合并被禁止，腾讯跌0.74%，市值5.13万亿港元。7月10日，国家市场监督管理总局公告显示，由腾讯主导的虎牙斗鱼合并案被禁止。\n首创置业拟溢价63%进行私有化，公司股价今日复牌涨超45%。首创置业股份有限公司在7月9日晚间发布公告称，向港交所申请自愿撤销H股于港交所的上市地位。公告称，计划获得首创集团私有化，将在H股每股支付2.8港元进行私有化。\n中兴通讯涨超13%，7月9日晚，中兴通讯发布2021年半年度业绩预告，预计上半年实现归属于上市公司普通股股东的净利润38.0亿元至43.0亿元，同比增长104.60%至131.52%，基本每股收益0.82元至0.93元。\nA股\n央行全面降准提振市场信心，大小指数今日高开高走集体收涨，创业板指大涨3.68%创6年新高，两市成交火热，成交额连续8个交易日突破万亿，近3000家个股飘红。截至收盘，沪指涨0.67%报3547.84点，深成指涨2.14%报15161.52点，创业板指涨3.68%报3534.76点；两市合计成交13180亿元，北向资金净流入16.42亿元。值得一提的是，创业板跟沪指的点位数差距在不断缩小。\n方正策略分析称，市场上涨主要有四方面原因。\n一是央行于上周五全面降准0.5个百分点，释放长期资金约1万亿元，上周三国常会提出“适度降准”，市场对央行降准的时间点以及方式尚存分歧，但时隔两天央行全面降准超出市场预期。\n二是上周五公布的社融、货币数据均超预期，其中6月新增社融3.67万亿、表内信贷新增2.3万亿元均超预期，存量社融同比11.0%结束快速下行的趋势，6月M2同比反弹至8.6%。\n三是市场对于政策偏暖的预期不断增强，当前经济复苏不牢固，国内疫情点状爆发，海外经济复苏出现乏力的迹象，市场对7月政治局会议的定调偏乐观。\n四是海外市场均出现显著反弹，从周五美股的表现来看，美股三大指数均大幅上涨，标普500指数上涨1.1%，今日亚太市场中日经指数上涨超2%，北向资金大幅流入。\n行业板块方面，通讯行业、软件服务、化肥行业、电子信息、玻璃陶瓷等涨幅靠前，民航机场、保险、贵金属、银行、环保工程等跌幅靠前。题材方面，网络安全、CRO、氟化工、鸿蒙概念、固态电池、华为昇腾等概念板块活跃。\n有锂走遍天下,新能源大爆发\n锂电池方面: 赣锋锂业、江特电机、融捷股份、华友钴业、科达利、川能动力、盛新锂能、永兴材料、诺德股份、江苏国泰、东华科技、南方汇通、新化股份、西藏珠峰、西藏矿业、杉杉股份、远东股份、川恒股份、国民技术涨停\n新能源车板块，江淮汽车、小康股份、凌云股份、精达股份、和胜股份、欣天科技、豪能股份涨停；\n创业板一哥，新能源龙头宁德时代今天大涨超3%，盘中摸高至577元，创历史新高！\n而新能源汽车巨头比亚迪高开高走，盘中一度上涨9.68%，逼近涨停，同时逼近历史高点。\n\n消息面上，中国汽车工业协会7月9日发布数据，中国2021年6月份新能源汽车产量24.8万辆（销量25.6万辆），环比增长14.2％，同比增长1.43倍；1-6月份新能源汽车累计产量121.4万辆，同比增长2.3倍。\n另外，锂、钴、磁材稀土的需求全面受到提振\n新能源车是电池、磁材等非常重要的下游。2020年碳酸锂约62％被用于锂离子电池、约53％的钴用在电池、11％的钴用在磁材；而高性能钕铁硼磁材约12％用在新能源车永磁电机，高性能钕铁硼磁材约占钕铁硼产量的20％，稀土约43％用在钕铁硼。因此新能源车产量的高增长，无疑将会显著拉动锂、钴、磁材稀土的消费量。\n网络安全强势爆发\n今日网络安全、软件服务板块继续走强，多股涨超10%，截至收盘，兆日科技、任子行、启明星辰、国华网安、华胜天成等多股涨停，绿盟科技、迪普科技、美亚柏科、蓝盾股份、奇安信、信安世纪等多股涨超10%。\n消息面上，工信部公开征求对《网络安全产业高质量发展三年行动计划(2021-2023年)(征求意见稿)》的意见。其中提出，到2023年，网络安全产业规模超过2500亿元，年复合增长率超过15%。一批网络安全关键核心技术实现突破，达到先进水平。新兴技术与网络安全融合创新明显加快，网络安全产品、服务创新能力进一步增强。\n国家互联网信息办公室日前表示，国家互联网信息办公室会同有关部门修订了《网络安全审查办法》，向社会公开征求意见。《办法》在第六条指出，掌握超过100万用户个人信息的运营者赴国外上市，必须向网络安全审查办公室申报网络安全审查。\n此前，监管部门对滴滴等企业启动的网络安全审查，将有关数据安全的讨论推至风口浪尖。\n磷化工、光伏、券商等板块表现同样强势\n业绩预增板块受关注，东方钽业、山东赫达、燕塘乳业、新奥股份、百川股份、江苏索普、中兴通讯、兴化股份、力盛赛车涨停；\n磷化工板块爆发，鲁北化工、川金诺、云天化、兴发集团、安纳达、中毅达、新洋丰涨停；\n光伏板块崛起，瑞和股份、华荣股份、清源股份、德力股份、南玻A、洛阳玻璃涨停；\n券商板块异动，东方证券涨停，南京证券、湘财股份、兴业证券涨幅居前；\nCRO板块强势反弹，博腾股份、美迪西、康龙化成涨超10%，昭衍新药、华测检测等涨超5%；\n个股方面，\"母凭子贵\"的联络互动4连板涨停，子公司新蛋股价在美股市场上暴涨；\n\n1500亿市值5G龙头涨停！\n业绩大超预期，中兴通讯股价封死涨停\n日前，中兴通讯发布2021年半年度业绩预告，预计2021年上半年实现归属于上市公司普通股股东的净利润38.0亿元至43.0亿元，同比增长104.60%至131.52%，基本每股收益0.82元至0.93元。对于业绩增长原因，中兴通讯表示，主要由于公司不断优化市场格局，营业收入同比增长、毛利率持续恢复改善，盈利能力大幅提升，以及转让北京中兴高达通信技术有限公司90%股权确认税前利润约8亿元所致。\n美股\n美国三大股指期货盘前涨跌不一，截至发稿，道指期货跌0.28%；标普500指数期货跌0.19%；纳斯达克100指数期货涨0.07%。维珍银河盘前涨超9%，公司“团结”号太空船11日完成首次满员太空试飞。\n虎牙、斗鱼盘前分别跌1.8%及2.7%，上周末市场监管总局依法禁止虎牙与斗鱼合并。\n中概股上为集团(SGOC.O)盘前异动，最高涨50%。 \n欧股\n欧洲主要指数跌多涨少，欧洲斯托克50指数跌0.28%，英国富时100指数跌0.50%，德国DAX30指数跌0.14%。来源：英为财情Investing.com\n原油\n国际油价下挫，美油报74.03美元/桶，日内跌幅.72%；布油现报74.95美元/桶，日内跌0.77%。\n伊核谈判、OPEC+谈判及疫情升温给当前油价带来重大不确定因素， 美原油小幅下跌，短线多头仍然比较强势，但需要提防突发消息，建议激进者谨慎做多。\n黄金\n现货黄金日内跌0.33%，报1804.75美元/盎司。\n短线金价涨势放缓，不过在周二美国CPI数据出炉前金价有望延续小幅上涨的格局，建议保守者暂时观望，激进者在1796支撑位附近做多。","news_type":1,"symbols_score_info":{"000063":0.9,"002594":0.9,"HSI":0.9,"002280":0.9}},"isVote":1,"tweetType":1,"viewCount":2601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155243556,"gmtCreate":1625442281275,"gmtModify":1703741640372,"author":{"id":"3581207174752333","authorId":"3581207174752333","name":"umithubame","avatar":"https://static.tigerbbs.com/75e8655e89f999dcc8c6f4b5f37dd00c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207174752333","authorIdStr":"3581207174752333"},"themes":[],"htmlText":"666666","listText":"666666","text":"666666","images":[{"img":"https://static.tigerbbs.com/279eb520c5e8f717e33c187add21fa49","width":"1125","height":"3450"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155243556","isVote":1,"tweetType":1,"viewCount":2285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}