A股收评 | 沪指收跌0.16% 指数宽幅震荡半导体材料、小金属两大涨价主线逆势活跃

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今日市场宽幅震荡，截至收盘三大指数集体收跌，沪指较为抗跌。半导体材料、小金属两大涨价主线逆势活跃，部分AI概念股出现跳水走势。市场全天成交2.5万亿，两市下跌个股超4000只。盘面上看，小金属板块大涨，翔鹭钨业、章源钨业等股涨停。消息面上，上海钢联数据显示，截至5月底，国内钽锭价格年内涨幅已超150%，锗锭价格涨幅超72%，钼精矿价格涨幅超31%。半导体材料板块持续走高，靶材、光刻胶、电子特气方向...

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体现市场对AI基建和云服务的需求旺盛美东时间周三盘后，甲骨文公司首席财务官希拉里・芭芭拉・马克森表示，在截至5月31日的财年末，公司剩余履约义务规模达6380亿美元，同比激增363%，预计其中12%将在未来12个月内确认为收入，另有34%将在未来13至36个月内确认。马克森表示：“这一创纪录的数值，依托客户长期合约支撑，充分体现了市场对人工智能基础设施、云服务的旺盛需求，也让我们对未来营收增长具备极高能见度。”后市研判1、申万宏源：A股结构性上涨行情演绎已接近高位区域，全面上涨空间尚待打开申万宏源研究所A股投资策略首席分析师傅静涛表示，A股结构性上涨行情演绎已接近高位区域，全面上涨空间尚待打开，6月至7月可能是快速调整窗口。接下来，更多的结构性因素将融入大周期上行行情，从而拉长行情持续时间，预计2026年下半年还将迎来新一轮上涨行情。业绩对估值的消化能力是生命线，景气赛道需通过业绩高增来验证其支撑估值的合理性。而提前反映拐点预期的板块，也需要业绩改善来验证并支撑估值。随着时间的推移，能够验证周期性改善的方向不断增多，为大周期上行和行情百花齐放奠定基础。2、中信建投：6月行业配置建议采用“杠铃结构”中信建投研报指出，6月行业配置建议采用“杠铃结构”：一端保留AI、半导体和出口制造等高景气底仓，另一端配置高股息、现金流稳定资产控制组合波动，中间用周期涨价、新能源修复和政策订单主题做弹性仓位。5月市场主线高度集中在通信、电子、AI硬件链，说明资金仍围绕产业景气和业绩兑现定价，但AI链短期涨幅较大、交易拥挤度上升，6月不宜继续提升AI总仓位，内部应从高涨幅环节切向半导体材料、设备零部件、PCB材料、国产算力配套等滞涨且基本面改善方向。若PPI继续修复、收入—库存差改善，则周期涨价链权重可适度提高，从煤炭、有色逐步扩散至化工、机械、交运等方向，但前提是价格上涨能够传导至收入和毛利率。本文转载自“腾讯自选股”，智通财经编辑：刘家殷。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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 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A股收评 | 沪指收跌0.16% 指数宽幅震荡 半导体材料、小金属两大涨价主线逆势活跃

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A股收评 | 沪指收跌0.16% 指数宽幅震荡半导体材料、小金属两大涨价主线逆势活跃