回暖 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 钛刻科技

近期都在说房地产回暖，然后我关注到房地产看房充场兼职，哈哈哈哈，不知道有靠谱的没有

想没事去做做，最好200以上，跑一个楼盘的，两个人，base深圳 3 个帖子 - 3 位参与者阅读完整话题

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tech linux.do 2026-05-03 13:08:55+08:00

中信期货：预计二、三季度猪周期仍处下行，四季度有望筑底回暖

36氪获悉，中信期货研报称，2026年一季度猪价持续跌破新低，猪周期下行加速。当前产能去化速度尚缓，MSY提高，将猪周期拐点向后推迟。中信期货预计，2026年二、三季度猪周期仍处下行，四季度有望筑底回暖，同时需关注仔猪出生数据的验证。

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tech 36kr.com

A股景气度投资或回归主线

过去一周，A股市场探底回升，市场情绪与成交活跃度同步回暖，科技成长板块大幅领涨。机构策略研报分析认为，A股市场近期回暖，主要原因包括：中东地缘冲突趋于缓和，市场风险偏好修复；4月A股进入财报发布密集期，有业绩预期的光模块、锂电、证券等板块集体走强带动市场情绪。展望后市，虽然中东局

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tech 36kr.com

华泰证券：关注新能源链、出口链等拥挤度不高的景气方向

36氪获悉，华泰证券研报指出，上周A股全面回暖，主要指数反弹拉升，科技成长方向在一季报业绩、创业板改革和美伊谈判缓和的多重催化下领涨。展望短期，市场走势或面临一定扰动，一方面两周停火窗口将于下周到期、美联储主席提名人沃什听证会召开，全球风险偏好存在阶段性回落可能，另一方面A股估值

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tech 36kr.com

申根签证申请同比增长20%，VFS Global观察中国市场回暖｜最前线

随着全球出境游持续修复，签证申请这一长期被视为“前置流程”的环节，正在被重新放回旅行产业链的核心位置。近期，全球最大的政府和外交使团签证及护照外包服务商VFS Global（威孚仕）在中国市场释放出多个关键信号：一方面，2026年出行旺季已明显提前，申请需求快速回升；另一方面

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tech 36kr.com

今年以来A股IPO显著回暖，大型IPO聚焦新质生产力

2026年以来，A股首发（IPO）市场显著回暖。截至4月12日，有36家企业完成IPO（按上市日口径，下同），同比增长约16%；募资总额达313.32亿元，增幅高达66.9%。在承销格局方面，中金公司、国泰海通、中信证券等占据领先地位，包揽大型IPO项目，年内备受市场关注的IPO

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tech 36kr.com

银行理财规模近三周累计增长4395亿元

近期，银行理财市场持续回暖。普益标准数据显示，截至4月19日，近三周银行理财市场规模累计增长4395亿元。具体来看，清明节前最后一周（3月29日—4月5日），理财市场回升势头显现，全市场存续规模环比增加2469亿元，升至31.76万亿元；清明节后首周（4月6日—4月12日），回暖

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tech 36kr.com

需求回暖，特斯拉格林海德工厂将扩招1000人并提升产量

美国电动汽车制造商特斯拉周三宣布，计划在其位于柏林附近的欧洲唯一超级工厂增加1000名员工，并自7月起将周产量提升20%，以应对市场对Model Y车型的强劲需求。（新浪财经）

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tech 36kr.com

国内造船业高景气延续，业绩向好的船舶制造概念股出炉

随着全球航运市场回暖，油轮租金站上历史高位，叠加绿色低碳船舶政策加码，我国造船业迎来订单与业绩双丰收。不仅高端船型刷新全球纪录、绿色船舶市占率领跑全球，A股多家船舶企业2025年归母净利润同比大增，行业景气周期持续深化。据数据宝统计，A股中布局船舶制造的个股共有13只，其中11股

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猪价开启“回暖”模式，5家公司去年净利润超1亿元

近期，猪价久违地开启“回暖”模式。现货方面，猪好多数据监测显示，4月20日，全国外三元生猪均价为9.37元/公斤，较上一日再上涨0.18元/公斤。全国范围内，31省份猪价延续集体“飘红”态势，特别是北京、天津、河北、山东、浙江、上海已重回10元/公斤。期货方面，生猪主力期货合约价

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回暖 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 钛刻科技 | TCTI.cn

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