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平凉市(泾川县、崇信县、庄浪县、崆峒区、华亭市、静宁县、灵台县)
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南平市(浦城县、建阳区、建瓯市、延平区、光泽县、顺昌县、松溪县、政和县、邵武市、武夷山市)
澳门特别行政区
塔城地区(塔城市、裕民县、沙湾市、乌苏市、和布克赛尔蒙古自治县、托里县、额敏县)
香港特别行政区
商丘市(柘城县、夏邑县、民权县、永城市、梁园区、睢阳区、虞城县、睢县、宁陵县)
海北藏族自治州(门源回族自治县、祁连县、海晏县、刚察县)








电话:2025 百色市(那坡县、右江区、平果市、西林县、田林县、德保县、隆林各族自治县、乐业县、靖西市、田东县、凌云县、田阳区)
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宁夏回族自治区
绵阳市(江油市、平武县、安州区、梓潼县、三台县、游仙区、涪城区、盐亭县、北川羌族自治县)
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杭州市(临平区、余杭区、淳安县、建德市、拱墅区、上城区、富阳区、临安区、滨江区、钱塘区、西湖区、桐庐县、萧山区)
佳木斯市(汤原县、郊区、同江市、东风区、前进区、抚远市、桦南县、向阳区、桦川县、富锦市)
玉溪市(峨山彝族自治县、新平彝族傣族自治县、易门县、红塔区、江川区、通海县、华宁县、元江哈尼族彝族傣族自治县、澄江市)
陇南市(两当县、徽县、武都区、礼县、西和县、宕昌县、文县、成县、康县)








抚顺市(顺城区、新宾满族自治县、清原满族自治县、抚顺县、望花区、新抚区、东洲区)
泸州市(江阳区、龙马潭区、叙永县、合江县、古蔺县、泸县、纳溪区)
沧州市(新华区、河间市、吴桥县、黄骅市、东光县、盐山县、泊头市、任丘市、沧县、南皮县、运河区、献县、肃宁县、海兴县、青县、孟村回族自治县)
临汾市(古县、洪洞县、曲沃县、安泽县、大宁县、侯马市、浮山县、乡宁县、永和县、霍州市、翼城县、吉县、隰县、蒲县、汾西县、襄汾县、尧都区)
林芝市(朗县、巴宜区、察隅县、米林市、墨脱县、波密县、工布江达县)
海东市(循化撒拉族自治县、平安区、乐都区、化隆回族自治县、民和回族土族自治县、互助土族自治县)
六安市(舒城县、叶集区、霍邱县、裕安区、金安区、金寨县、霍山县)
伊犁哈萨克自治州(新源县、伊宁市、巩留县、昭苏县、伊宁县、尼勒克县、奎屯市、特克斯县、察布查尔锡伯自治县、霍尔果斯市、霍城县)
西藏自治区

01

市场综述

4月18日,三大指数涨跌不一,行业板块涨跌互现,通信设备、房地产服务、工程咨询服务、房地产开发、采掘行业涨幅居前,旅游酒店、美容护理、食品饮料、农牧饲渔、物流行业跌幅居前。

通信设备板块领涨,4月18日,国新办举行经济数据例行新闻发布会,介绍2025年一季度工业和信息化发展情况,工信部表示,加快推进6G技术研发、标准制定、中试验证和产业落实,加强通信、感知、智能、计算等融合技术突破,前瞻布局和培育面向6G的应用产业生态。权重方面房地产偏强,根本逻辑还是扩内需的延伸,在中国市场,房地产本身也是最大的内需“消费品”。

02

操作策略

本周市场还是以内需为主,代表板块以食品饮料、旅游、新零售、跨境电商为主。商务部今日表态,未来支持政策不断完善,内销环境持续优化,外贸企业拓内销取得重要进展,一体化经营能力明显提高。在加征关税的高压之下,挖掘国内消费需求潜力,从政策端给予支持,将原先出口的优质商品在国内打开市场,虽然内需不能替代外需,但是可以在一定程度上对冲此次外贸风险。

美国总统唐纳德·特朗普于当地时间周四表示,美国和中国之间针锋相对的关税上调可能即将结束。特朗普在白宫谈到关税问题时说:“我不希望关税继续上涨,因为到了一定程度,人们就不买了。”特朗普在关税问题上一直是出于多变的状态,中国不愿意玩关税的“数字游戏”,但也绝不妥协、不惧怕关税战。从近期的中国与欧盟、东亚、越南、马来西亚等一系列的出使和谈判看,中国商品在全球市场都具备强劲的竞争力,并不单纯依赖美国市场。

操作层面,沪深两市成交额仅有9147亿元,较昨日缩量848亿。沪指今日尾盘“破功”,止步八连阳,但本周市场的操作难度并不如沪指走的稳健,每日成交额都在缩减,今日成交总额已经创去年“924”行情以来地量。原因或许是多方面的,中美关税疑云、业绩披露期的不确定性、临近五一节前的资金避险行为等等,单纯依靠宽基ETF的拉升难以支撑市场持续释放赚钱效应,后续还是需要资金自身认可市场才是可持续发展。缩量市场下操作空间进一步压缩,成交氛围低迷下需要控制仓位,指数层面维稳态度明确,可关注内需蓝筹板块,持续关注周末消息面。

*本资讯信息来源于万得等资讯终端,萝卜投资、上海证券交易所、深圳证券交易所等官方数据。*本资讯信息未经我公司书面允许,不得更改或以任何方式传送、复印或派发此材料、内容或其复印本予任何其他人。未经授权刊载或转发本资讯的,开源证券将保留向其追究法律责任的权利。本报告版权归开源证券所有。*本资讯信息内容均来源于公开信息和资料,我公司对这些信息的准确性和完整性不作任何保证,也不保证所包含的信息和建议不会发生任何变更。我们已力求此资讯信息内容的客观、公正,但文中的观点、结论和建议仅供参考,涉及内容仅代表开源证券相关从业人员观点,涉及的信息或意见并不构成所述证券的买卖出价或征价,投资者据此做出的任何投资决策与本公司和作者无关。我公司及其雇员对使用本资讯信息及其内容所引发的任何直接或间接损失概不负责。我公司或关联机构可能会持有本资讯信息中所提到的公司所发行的证券头寸并进行交易。*市场有风险,投资需谨慎。投资者不应将本资讯信息作为作出投资决策的惟一参考因素,亦不应认为本资讯产品可以取代自己的判断,本资讯信息亦不能保证本金不受损失或一定获得收益。在决定投资前,如有需要,投资者务必向专业人士咨询并谨慎决策。

(转自:肥猫财经)

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