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  记者从顺义区获悉,4月23日7时7分,顺义区潮白河大桥发生火情,部分桥体受损,为保障安全,现场已双向断路。交通、消防、交管等部门和属地政府第一时间赶赴现场,组织开展灭火、交通管制等处置工作。目前,现场明火已扑灭,未发现人员伤亡,事故原因正在进一步调查中。

  顺平路顺义段潮白河大桥附近(K14+200至K15+100)采取双向断路措施,过往车辆可绕行顺平辅线和顺平南线。请广大市民提前规划好出行路线,给您带来不便敬请谅解。

  4月23日午前,受内外利好提振,CPO为代表的算力板块应声反攻,创业板人工智能午前异动拉升!截至午间收盘,新易盛涨超11%,东土科技涨逾7%,铜牛信息、天孚通信、中际旭创等多股涨逾4%。

  热门ETF方面,全市场首只的创业板人工智能ETF华宝(159363)午前再度异动拉升,场内价格半日1.95%,成交额达1.2亿元,环比放量明显,盘中频现溢价交易,资金半日申购2100万份!

  时间拉长看,从3月中旬以来,由于受到交易拥挤、短期涨幅过大、面临4月业绩期等多重因素影响,以AI为代表的科技股持续调整。眼下,上述因素的制约作用正在减弱,多重利好因素累积,创业板人工智能指数已由49日低点反弹逾10%。经历一季报验证,高景气的科技细分赛道后市或重拾升势。

  利好:光模块龙头标的业绩亮眼!消息面上,今年一季度,新易盛实现营收40.52亿元,同比增长264.13%;归母净利润15.73亿元,同比增长384.54%;扣非净利润为15.69亿元,同比增长383.1%。国金证券认为,新易盛业绩持续快速增长,LPO、AEC等新型光模块放量有望带动公司业绩与盈利能力提升。

  利好二:海外关税摩擦预计降温!美国总统特朗普当地时间周二(4月22日)在公开场合发表了讲话,他承认美国目前对自中国进口商品的关税过高,预计税率将大幅降低。这标志着特朗普在其标志性的关税政策上态度已出现缓和。周二,美国财政部长贝森特也在摩根大通的一场活动中表示,关税战将很快降温。

  国盛证券指出,目前光模块等行业估值已充分包含关税相关风险,关税落地后风险有望释放。叠加接下来各光模块与其他算力产业链相关企业财报落地,绩优股有望率先获得资金青睐。光模块等行业需求高增情况下,有望出现龙头领衔修复估值、二三线企业紧随其后的情况,继续看好国产算力产业链。

  此外,该机构认为,目前AI应用已处于突破阶段,多模态、Agent等驱动下需求上扬、产业景气度高涨迅速进行,短期来看,持仓比例的暂时性下调有避险需要。但长期来看,只要AI叙事逻辑未发生根本性动摇,产业发展仍会按照规律持续进行,由此带来的光模块行业景气度终将回归。

  把握AI修复机会,建议重点关注市场首只创业板人工智能ETF华宝(159363及场外联接A023407C023408)。资料显示,创业板人工智能ETF华宝(159363)被动跟踪创业板人工智能指数,一键布局算力硬件+算力软件+AI应用三件套,高效地捕捉AI主题行情,“光模块龙头含量高,充分享受全球AI产业链红利。

  数据来源:沪深交易所等。注:“全市场首只”是指首只跟踪创业板人工智能指数的ETF。

  风险提示:创业板人工智能ETF华宝被动跟踪创业板人工智能指数,该指数基日为2018.12.28,发布日期为2024.7.11。创业板人工智能指数2020-2024年年度涨跌幅分别为:20.1%、17.57%、-34.52%、47.83%、38.44%,指数成份股构成根据该指数编制规则适时调整,其回测历史业绩预示指数未来表现。文中指数成份股仅作展示,个股描述不作为任何形式的投资建议,也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估的本基金风险等级为R4-中高风险,适宜积极型(C4)及以上的投资者,适当性匹配意见请以销售机构为准。任何在本文出现的信息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,投资人须对任何自主决定的投资行为负责。另,本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议,亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险,基金的过往业绩并不代表其未来表现,基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证,基金投资须谨慎。

MACD金叉信号形成,这些股涨势不错!热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  机器人概念股午前涨幅居前,优必选(09880)上涨11.10%,报80.55港元;越疆(02432)上涨9.92%,报70.90港元;速腾聚创(02498)上涨7.79%,报33.90港元;德昌电机控股(00179)上涨5.97%,报13.84港元。

  作者:陈姗

  封图:图虫创意

  4月22日,中国银行将积存金产品的起购门槛提高至850元,而此次距离其上次调整尚不足一个月。

  记者梳理发现,今年以来,已有不少银行多次上调积存金起投金额,调整幅度超过20%。这一现象背后,是近期黄金价格持续上演飙升行情。

  4月22日,国际现货黄金突破3500美元/盎司,最高升至3500.12美元/盎司,COMEX黄金期货最高报3509.9美元/盎司,双双刷新历史纪录,年初以来累计涨幅均超30%。国内实物金价格也迎来暴涨,当日部分品牌金店的足金饰品报价已达1082元/克。

  关于近期金价上涨的逻辑,华安基金认为,主要受美元走弱、贸易政策不确定性引发的避险需求,以及美联储主席鲍威尔关于滞胀风险的鹰派言论推动。银河期货首席策略师沈恩贤分析称,全球经济、贸易格局走向的不确定性以及美元信用受损下,黄金交易逻辑仍聚焦于“滞胀博弈”与“政策扰动”,在市场持续追捧下,金价呈现加速上扬态势。

  记者注意到,除了银行调高积存金起购门槛并提示金价波动风险外,不少机构对于金价屡创新高的行情也普遍心存担忧,认为金价短期存在回调风险。

  4月23日,金价迅速上演“高台跳水”行情,盘中最低下探至3291美元/盎司,由前一日的高点暴跌近200美元/盎司,令投资者措手不及。这一剧烈波动再次印证了机构对黄金市场短期风险的预警。

  上调起购金额

  4月22日,中国银行发布公告称,根据人民银行《黄金积存业务管理暂行办法》规定,参考当前市场情况,将于4月23日起调整积存金产品的购买条件。

  具体调整内容包括:其一,按金额购买积存金产品或创建积存定投计划时,最小购买金额由750元调整为850元,追加购买金额维持200元整数倍不变。已在执行中的定投计划不受影响;其二,按克重购买积存金产品或创建积存定投计划时,最小购买克重维持为1克不变,追加克重维持为1克整数倍不变。

  值得关注的是,这是4月以来,中国银行第二次上调黄金积存业务认购起点金额。

  此前,中国银行公告称,自4月2日起调整积存金产品的购买条件,按金额购买积存金产品或创建积存定投计划时,最小购买金额由700元调整为750元,追加购买金额维持200元整数倍不变。

  在金价屡创新高的背景下,除了中国银行之外,近期已有工商银行、兴业银行、招商银行、光大银行等多家银行上调积存金起购门槛,或提示贵金属价格波动风险。

  例如,4月16日,工商银行发布《关于防范贵金属价格波动风险的提示》称,“近期国际形势复杂多变,贵金属价格波动较大。建议您提高风险防范意识,基于自身财务状况和风险承受能力理性开展贵金属投资活动,合理控制贵金属资产规模,防范贵金属价格波动风险。”此前,该行分别于2月26日、4月3日两次上调如意金积存业务最低投资额,由年初的650元调涨至800元。

  记者注意到,在经过一番调整之后,兴业银行目前的积存金活期及普通定期业务单次购买、新增定投购买起点已调涨至900元起;光大银行甚至将黄金积存个人业务定期投资按固定金额投资起购金额调整至1000元。

  据悉,根据监管要求,黄金积存产品最小业务单位为1克。因此,随着金价上涨,积存金的最低起购金额也需相应调整。有业内专家指出,银行上调积存金认购门槛,一方面有助于银行筛选出更有风险承受能力和投资经验的客户,同时还可以控制个人黄金积存业务规模,避免业务过度扩张带来的风险。

  警惕高位回调风险

  近日,随着国际金价屡创新高,业内也开始警惕。4月21日,上海黄金交易所发布《关于继续做好近期市场风险控制工作的通知》,向市场提示风险。

  上海黄金交易所指出,近期贵金属价格波动剧烈。请各会员提高风险防范意识,继续做好风险应急预案,维护市场平稳运行。同时,提示投资者做好风险防范工作,合理控制仓位,理性投资。

  “关税反复变化引发避险情绪高升,黄金投资热情高涨,但需注意短期获利了结资金外逃。”华安基金提醒,截至4月15日当周,美国商品期货交易委员会(CFCT)显示黄金的净多头寸削减至136919手,较前一月的200157手下降超30%,降幅创近期高点,反映出市场对金价高位回调的担忧情绪,仍需注意空头资金扰动。

  从中长期来看,华安基金认为,黄金在此轮全球性的危机中具备重要配置优势。第一,股市下跌引发风险偏好大幅下行,避险情绪高涨;第二,为对抗美元信用风险,全球央行购金逻辑将长期持续,是推动金价的源动力;第三,美联储2025年内降息预期已提升至86基点左右,仍在降息大周期中,利好不生息资产黄金。

  国联期货分析师王娜也认为,面对美国经济衰退风险加剧和金融市场不稳定性的环境,持有美元资产的风险正在上升,而黄金作为避险资产的战略性配置价值依旧,黄金中长期看涨。但她同时也强调,“需要注意的是,目前金价处于历史高位,短期内有多头获利了结导致回调的波动风险,若回调可考虑逢低布局。”

  值得注意的是,国际黄金在经历大涨后很快开启“跳水”。4月23日一早,“黄金巨震”相关话题冲上微博热搜。当日,国际现货黄金最低触及3291美元/盎司,由3500美元/盎司高点一度下跌达200美元/盎司。

  对于黄金高位急坠,银河期货分析师王露晨分析称,在美国经历股债汇三杀和避险资产的快速上涨后,特朗普对鲍威尔的态度忽然有所缓和,与此同时美国财长贝森特进行了较为鸽派的表态,暗示未来关税可能会下降,另外马斯克也可能退出DOGE,这些变化提振了市场的风险情绪,令美股和美元指数反弹,相应地,对于黄金的避险需求有所下降,令黄金出现回调。“尽管对于贵金属中长期上涨的判断没有出现大的变化,但当前可能会是贸易战出现变局的转折点,贵金属尤其是黄金在经历快速的上涨后,存在一定调整的可能。”王露晨补充道。

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