猝不及防！“老登”消费股要反转？

东方财富研究中心02-05

成也海外映射，败也海外映射，隔夜美股科技股杀跌，周四A股也在科技权重带领下走跌，双创指数盘中都一度跌超2%，尾盘有所反弹；科创50指数收盘跌超2%。两市成交量能缩到了2.1万亿，与峰值时期的近4万亿相比缩了近一半，3700多股下跌，因此整体持股体验并不是太好。据证券时报文章观点，市场承压因三大变数集中来袭：一是，周三A股虽然大反弹，但融资余额较前一交易日减少139亿元。可以说，“结构性去杠杆”正在...

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Unnikrishnan等人在一份报告中写道：“在货币政策前景更加明确之前，价格波动可能会持续。部分短期波动源于投资者赎回交易所交易产品持仓，但结构性驱动因素依然完好，我们仍预期价格将重新上行。”03多只太空光伏“牛股”提示风险市场缩量快速轮动下，炒题材的确实要当心了。周三还大涨的光伏，周四直接领跌，捷佳伟创跌超12%，钧达股份、金辰股份等跌停。消息面上，隔夜多只太空光伏“大牛股”提示风险。其中，双良节能表示，公司目前尚未开展太空光伏相关业务；国晟科技称，公司目前未涉及太空光伏业务；晶盛机电表示，目前太空光伏应用场景尚处于探索阶段，产业化进程仍面临不确定性。此外，晶科能源表示，截至目前，公司未有涉及“太空光伏”订单收入；4天3板天通股份公告称，公司主营业务未发生变化，不生产商业卫星及光模块产品。（文章来源：东方财富研究中心）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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