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共 18 篇相关文章

工信部重拳整治内存囤货 吧友开嘲：快加仓

近期内存条价格持续飙升，让不少消费者直呼“顶不住”。不少网友表示，本来计划换新电脑，结果一看价格直接放弃。4月21日，工信部正式表态， 将引导存储器企业加强渠道管理，配合打击“囤积居奇”等扰乱市场行为。 消息一出，贴吧瞬间炸锅。 #官方出手!内存条迎来控价#的话题瞬间登上贴吧热议

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tech plink.anyfeeder.com 2026-04-23 14:06:09+08:00

7只游戏股年内获融资资金加仓超1亿元

受益于阿里巴巴、腾讯发布新的世界模型，4月16日，A股游戏板块明显异动。其中完美世界午后一度涨停，收盘上涨超7%。游戏概念股中，已有近20只个股发布2025年业绩数据（含业绩预告及快报），其中9只个股业绩同比增长或扭亏。从资金加仓角度来看，7只游戏股年内获融资资金加仓超1亿元，恺

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半日主力资金加仓电子板块，抛售银行板块

主力资金早间净流入电子、通信、计算机等板块，净流出银行、农林牧渔等板块。具体到个股来看，天孚通信、新易盛、中钨高新获净流入32.72亿元、30.83亿元、21.4亿元。净流出方面，国晟科技、芯原股份、中国西电遭抛售14.13亿元、5.48亿元、2.87亿元。（第一财经）

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半日主力资金加仓电子板块，抛售医药生物板块

主力资金早间净流入电子、通信、有色金属等板块，净流出医药生物、食品饮料、石油石化等板块。具体到个股来看，胜宏科技、东山精密、云南锗业获净流入34.46亿元、24.45亿元、22.89亿元。净流出方面，宁德时代、贵州茅台、佰维存储遭抛售21.07亿元、19.76亿元、8.53亿元。

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半日主力资金加仓电子板块，抛售医药生物板块

主力资金早间净流入电子、计算机等板块，净流出医药生物、传媒等板块。具体到个股来看，胜宏科技、中材科技、浪潮信息获净流入14.93亿元、11.83亿元、10.62亿元。净流出方面，新易盛、天孚通信、巨人网络遭抛售14.42亿元、11.75亿元、10.78亿元。（第一财经）

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半日主力资金加仓电子板块 抛售房地产板块

主力资金早间净流入电子、国防军工、计算机等板块，仅净流出房地产、农林牧渔板块。具体到个股来看，浪潮信息、中天科技、中国卫星获净流入30.10亿元、28.98亿元、27.35亿元。净流出方面，新易盛、长光华芯、太辰光遭抛售8.87亿元、6.43亿元、5.58亿元。（第一财经）

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半日主力资金加仓基础化工板块，抛售计算机板块

主力资金早间净流入基础化工、轻工制造等板块，仅净流出计算机、通信板块。具体到个股来看，顺灏股份、神剑股份、兆易创新获净流入23.43亿元、12.75亿元、12.52亿元。净流出方面，天孚通信、胜宏科技、寒武纪遭抛售15.65亿元、15.43亿元、14.29亿元。（第一财经）

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股票私募连续四周加仓 仓位指数升至82.16%

近期，股票私募仓位指数持续攀升。根据私募排排网最新数据，截至2026年4月10日，股票私募仓位指数已攀升至82.16%。这标志着股票私募已实现连续四周加仓，表明其持续看多市场并稳步提升仓位。深圳市融智私募证券投资基金管理有限公司FOF基金经理李春瑜在接受采访时表示：“近期诸多私募

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美股新高之际，高盛警告：美股近期可能下跌，切莫贸然加仓

随着美股重回历史新高，高盛公司警告称，他们预计美股市场可能即将出现回调，建议投资者不要贸然加仓。高盛在报告中写道：“根据我们的股票不对称性框架，再次出现股市下跌的风险仍然较高，而股市上涨的可能性较低，这表明增加风险投资的策略并不明智。”高盛分析师们特别强调，他们对于美股向上的整体

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中金：公募一季度加仓通信、化工及电力设备，减仓有色和电子

36氪获悉，中金公司研报称，公募一季度加仓通信、化工及电力设备，减仓有色和电子。加仓行业方面，偏AI产业链硬件端的通信行业获加仓最多，仓位上升2.1个百分点，细分行业中，通信设备仓位上升较多；地缘冲突下，受益于能源涨价、供给替代与国内出口份额提升的基础化工、电力设备、石油石化和煤

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半日主力资金加仓电子板块，抛售传媒板块

主力资金早间净流入电子、通信、有色金属等板块，仅净流出传媒、建筑装饰板块。具体到个股来看，亨通光电、东山精密、天孚通信获净流入31.65亿元、26.86亿元、18.96亿元。净流出方面，英维克、宁德时代、圣阳股份遭抛售38.59亿元、12.24亿元、9.61亿元。（第一财经）

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半日主力资金加仓食品饮料股，抛售电子股

主力资金早间净流入食品饮料、家用电器、石油石化等板块，净流出电子、有色金属、通信等板块。具体到个股来看，兆驰股份、杭电股份、浙文互联获净流入21.54亿元、13.95亿元、13.93亿元。净流出方面，天孚通信、华工科技、胜宏科技遭抛售33.35亿元、19.26亿元、17.89亿元

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半日主力资金加仓基础化工板块，抛售通信板块

主力资金早间净流入基础化工、电力设备等板块，净流出通信、国防军工等板块。具体到个股来看，恩捷股份、香农芯创、海光信息获净流入16.59亿元、16.35亿元、14.34亿元。净流出方面，天孚通信、新易盛、中际旭创遭抛售25.4亿元、21.3亿元、21.24亿元。（第一财经）

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半日主力资金加仓电子板块，抛售国防军工板块

主力资金早间净流入电子、机械设备、通信等板块，净流出国防军工、食品饮料、钢铁等板块。具体到个股来看，立讯精密、中天科技、亨通光电获净流入21.69亿元、21.28亿元、16.20亿元。净流出方面，宁德时代、贵州茅台、博云新材遭抛售16.53亿元、11.72亿元、9.54亿元。（第

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半日主力资金加仓非银金融股，抛售通信股

主力资金早间净流入非银金融、医药生物、电子等板块，净流出通信、计算机、有色金属等板块。具体到个股来看，药明康德、中国船舶、阳光电源获净流入23.42亿元、15.27亿元、15.13亿元。净流出方面，亨通光电、天孚通信、拓维信息遭抛售9.91亿元、9.00亿元、7.90亿元。（第一

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半日主力资金加仓电力设备股，抛售银行股

主力资金早间净流入电力设备、有色金属等板块，仅净流出银行板块。具体到个股来看，胜宏科技、北方稀土、华工科技获净流入44.92亿元、38.71亿元、17.32亿元。净流出方面，工业富联、中芯国际、信维通信遭抛售9.62亿元、5.87亿元、5.28亿元。（第一财经）

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资金 板块 半日 主力 抛售 早间 净流入 流出 电子 通信