黑色幽默
午后直线拉升!A股两大板块涨停潮!微小盘股表现强劲_我的网站

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今日,A股小幅震荡,主要股指涨跌互现,上证指数、北证50等微幅飘红,深证成指、创业板指、科创综指等微幅飘绿。超4200只个股上涨,成交再度回落至2万亿元以下。

Japanese Prime Minister Sanae Takaichi attended the party leaders debate held at the House of Representatives in the Diet,. Tokyo Japan on July 15, 2026.
Due to concerns about fueling tension with China and South Korea, Japanese Prime Minister Sanae Takaichi is considering refraining from visiting the notorious Yasukuni Shrine, a symbol of Japanese militarism and wartime aggression, to mark the anniversary of Japan's unconditional surrender in World War II (WWII) on Saturday, Japanese media outlet Kyodo quoted sources familiar with the matter as saying on Wednesday.
Chinese experts said even if Takaichi forgoes a visit to the notorious shrine, the potential decision is merely driven by political calculations and diplomatic maneuvering, and could not be interpreted as a shift in her right-wing stance or as a sign of remorse over Japan's wartime aggression.
Such a visit to the shrine by Takaichi, a conservative known for her hawkish foreign policies, would certainly fuel tensions with China and create a rift in relations with South Korea, two countries that suffered under Japan's wartime military atrocities, Kyodo News reported.
Takaichi regularly visited the shrine before, even while serving as a Cabinet minister. But she has not visited the shrine since becoming leader of the ruling Liberal Democratic Party and prime minister in October, according to Kyodo news.
Chief Cabinet Secretary Minoru Kihara said at a press conference on August 7, when asked about a possible visit by Takaichi to the shrine around the anniversary, that "it is a matter for the prime minister to decide appropriately on her own," according to Japan's Jiji Press.
A source close to Takaichi told the Jiji that, "I don't think the prime minister will visit Yasukuni Shrine. It would complicate relations with South Korea."
Japan's Asahi TV reported that Takaichi may forgo the visit because she believes it is necessary to avoid triggering diplomatic tensions with South Korea, as well as with China.
A visit to the notorious shrine by a sitting Japanese prime minister would be a serious political incident, as it would reflect the leader's attitude toward Japan's wartime aggression and broader historical issues. Even if Takaichi chooses not to visit the shrine, it would not signal a retreat from her right-wing stance or a change in her views of Japan's wartime aggression against other countries, Lü Chao, an expert on Korean Peninsula issues at the Liaoning Academy of Social Sciences, told the Global Times. Rather, he said, the decision would largely reflect political calculations and diplomatic maneuvering.
Lü added that Takaichi could still make other symbolic gestures on the anniversary to cater to Japan's right-wing forces, whose support helped propel her to power. Such a move, he said, would underscore that her views of Japan's wartime history remain unchanged and serve as a reminder to neighboring Asian countries to remain vigilant about Japan's political direction.
Reporting on Takaichi's possible decision to forgo a visit to the shrine, South Korean newspaper Chosun Ilbo said on Wednesday that Takaichi had regularly visited the Yasukuni Shrine. "In the Liberal Democratic Party leadership election held in October last year, Takaichi also said that if appointed prime minister, she would visit the Yasukuni Shrine, noting that such visits should not become a diplomatic issue." However, since then, Takaichi has not visited in person and has only dedicated offerings in a private capacity, per the report.
In April, after Takaichi sent a ritual offering to the notorious Yasukuni Shrine, Chinese foreign ministry spokesperson Guo Jiakun said that China firmly opposes and strongly condemns Japan's latest negative moves related to Yasukuni Shrine and has lodged strong representations and protests with the Japanese side.
The Yasukuni Shrine is a spiritual tool and symbol of Japanese militarists responsible for the war of aggression. It is in fact a shrine for war criminals, noted Guo.
No sitting prime minister has gone to Yasukuni since Japan's late leader Shinzo Abe did so in 2013, drawing strong criticism from neighboring Asian countries.
Beyond Takaichi herself, some Japanese politicians and lawmakers have kept visiting the Yasukuni Shrine, triggering fierce pushback from peace advocates in Japan and the international community, Liu Jiangyong, a professor at the Institute of International Studies of Tsinghua University, told the Global Times, noting that such visits not only reflect the long-standing right-wing stance of Takaichi and other conservative politicians on historical issues, but also lay bare Japan's enduring militarist remnants.
Also in April, members of the conservative solidarity association, a group of conservatives in Japan's Liberal Democratic Party, and 166 Sanseito lawmakers from the Diet and local assemblies visited the Yasukuni war shrine.
In response, Lin Jian, Chinese foreign ministry spokesperson said that China strongly deplores and condemns such acts.
"By visiting the Yasukuni war shrine that honors Japanese Class-A war criminals year after year, these Japanese politicians seek to reverse the just verdict on Japanese aggression, and hereby whitewash Japan's war crimes and revive militarism. The Chinese people and people elsewhere who suffered under Japanese aggression will never accept that, neither will anyone in the world who stand for peace. As Japanese neo-militarism keeps gaining strength, the international community must stay on high alert and stand ready to stamp it out before it could wreak havoc in the region," said Lin.
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盘面上,种业、房地产、日用化工、小家电等板块涨幅居前,有色金属、化纤、银行、航运港口等板块跌幅居前。 数据显示,绝大部分申万一级行业都获得主力资金净流入,其中电子获得逾122亿元净流入,机械设备获得逾98亿元净流入,通信获得逾67亿元净流入,医药生物获得逾64亿元净流入,煤炭连续10个交易日获得净流入。

B | 仅有色金属、银行、建筑材料三行业分别净流出约66亿元、11亿元、3亿元。 概念板块方面,华为概念获得逾113亿元主力资金净流入,消费电子、新基建、5G应用等板块获得超90亿元净流入,人工智能、数字经济、光通信、信创等板块均获得超60亿元净流入。

C | 资源股净流出逾63亿元,算力金属、小金属均净流出超40亿元,锂电池、工业金属、固态电池等板块净流出超20亿元。 兆易创新获得主力资金逾21亿元净流入,英维克获得逾20亿元净流入,亨通光电、寒武纪、金健米业均获得超10亿元净流入,中天科技、立讯精密、誉衡药业等亦获得超亿元净流入。
午后,多个板块走强,微小盘股板块与数据中心板块多股涨停。 微小盘股表现最为强劲,天秦装备午后开盘后仅约7分钟即20%涨停,智云股份仅约9分钟亦20cm封板,豪尔赛、摩恩电气、升达林业等均于午后直线涨停。
数据中心概念股午后同样强势拉升,板块指数上午低开震荡,下午一开盘就放量直线上涨。佳力图、*ST闻泰均于临近收盘强势涨停,新晨科技、申菱环境、恒铭达等逾10股纷纷涨停或涨超10%。
新能源车板块亦在午后发力上攻,常宝股份临近收盘强势涨停,兆威机电、秦安股份、*ST宝馨等多股午后涨停。 储能、人工智能、专精特新、5G概念等板块午后也均出现放量拉升的走势,大胜达午后开盘仅约1分钟垂直涨停,元利科技、汇通能源、黄河旋风等批量封板。 展望后市,华安证券指出,短暂扰动不改科技反弹格局,算力等中报业绩高增将形成较强支撑,反弹基本面动力犹在。当下正处第二阶段上涨期间中段震荡,降温调整后的反弹过程,参考历史类似情形,当下反弹有望持续1个月左右时间,较大概率将反弹接近前高位置。因此8月初以来的反弹行情行程及半,幅度近半,时间和空间均有潜力。 华宝证券认为,当前市场观望情绪浓厚,短期大概率维持震荡格局:向上缺乏新增催化,向下做空动能亦不足。

D | 尽管震荡反复的过程可能尚未结束,但负面因素定价已较充分,当前情绪已处低位,可适度关注回调后的布局机会。考虑到经济弱复苏格局未变,市场风格预计仍将围绕“哑铃”两端运行——情绪回暖时科技成长占优,风险偏好回落时红利、小微盘等品种相对受益。
(文章来源:证券时报)。
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