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A股MLCC概念持续冲高,双星新材涨停,康达新材涨超8%,风华高科、三环集团、洁美科技跟涨。
2026-09-14
A股MLCC概念持续冲高,双星新材涨停,康达新材涨超8%,风华高科、三环集团、洁美科技跟涨。
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2026-09-14
9月11日,沪深两市总成交额为1.97万亿,较前交易一日反弹为连续第十七个交易日保持在20日均线(2.13万亿)下方。 -------- 注:两市成交量反映了各大机构、游资、广大散户对A股看法,高于均线代表总成交量升高,市场情绪偏乐观,低于均线代表总成交量下降,市场情绪降温。
9月11日,沪深两市总成交额为1.97万亿,较前交易一日反弹为连续第十七个交易日保持在20日均线(2.13万亿)下方。 -------- 注:两市成交量反映了各大机构、游资、广大散户对A股看法,高于均线代表总成交量升高,市场情绪偏乐观,低于均线代表总成交量下降,市场情绪降温。
2026-09-14
Huatai Securities says renewed Middle East tensions and the approaching express-delivery peak season are the primary near-term catalysts for the transport sector in September. It recommends three themes: (1) tanker shipping exposure — rising geopolitical risk premia plus shipping supply disruptions should push oil-tanker freight rates higher MoM; (2) accumulate low-position express couriers ahead of peak season — tightening local price controls mean peak-season price rises could act as a catalys
Huatai Securities says renewed Middle East tensions and the approaching express-delivery peak season are the primary near-term catalysts for the transport sector in September. It recommends three themes: (1) tanker shipping exposure — rising geopolitical risk premia plus shipping supply disruptions should push oil-tanker freight rates higher MoM; (2) accumulate low-position express couriers ahead of peak season — tightening local price controls mean peak-season price rises could act as a catalyst; (3) select stocks that combine dividend yield and growth, and focus on high-growth logistics and low-valued airlines. Airline valuations and investor attention are relatively low and are expected to await an oil-price retreat to trigger re-rating.
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