120 lines
11 KiB
HTML
120 lines
11 KiB
HTML
<!DOCTYPE html>
|
|
<html lang="zh-CN">
|
|
<head>
|
|
<meta charset="UTF-8">
|
|
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
|
<title>A 股 Deep Research 日报 — 20260616</title>
|
|
<style>
|
|
:root { --bg: #f8f9fa; --card: #fff; --text: #212529; --muted: #6c757d;
|
|
--accent: #2563eb; --border: #dee2e6; --pos: #059669; --neg: #dc2626;
|
|
--neu: #6b7280; --radius: 10px; }
|
|
* { box-sizing: border-box; margin: 0; padding: 0; }
|
|
body { font-family: -apple-system, BlinkMacSystemFont, "PingFang SC", "Microsoft YaHei", sans-serif; background: var(--bg); color: var(--text); line-height: 1.7; padding-bottom: 3rem; }
|
|
.container { max-width: 1000px; margin: 0 auto; padding: 1.2rem; }
|
|
header { background: linear-gradient(135deg, #1e293b, #334155); color: #fff; padding: 2.5rem 0 1.8rem; text-align: center; }
|
|
header h1 { font-size: 1.8rem; }
|
|
header p { color: #94a3b8; margin-top: .4rem; }
|
|
h2 { font-size: 1.3rem; margin: 2rem 0 .8rem; padding-bottom: .4rem; border-bottom: 2px solid var(--accent); }
|
|
.stats { display: flex; flex-wrap: wrap; gap: .8rem; margin: 1rem 0; }
|
|
.stat-card { background: var(--card); border: 1px solid var(--border); border-radius: var(--radius); padding: 1rem 1.2rem; flex: 1; min-width: 120px; text-align: center; }
|
|
.stat-card .num { font-size: 1.8rem; font-weight: 700; }
|
|
.stat-card .label { font-size: .85em; color: var(--muted); margin-top: .2rem; }
|
|
.sentiment-bar { display: flex; height: 24px; border-radius: 6px; overflow: hidden; margin: .5rem 0; }
|
|
.sentiment-bar .pos { background: var(--pos); }
|
|
.sentiment-bar .neg { background: var(--neg); }
|
|
.sentiment-bar .neu { background: var(--neu); }
|
|
table { width: 100%; border-collapse: collapse; margin: .8rem 0; font-size: .93em; }
|
|
th, td { border: 1px solid var(--border); padding: .5rem .7rem; text-align: left; }
|
|
th { background: #f1f5f9; }
|
|
.event-row:hover { background: #f8fafc; }
|
|
.badge { display: inline-block; padding: .1em .5em; border-radius: 10px; font-size: .78em; font-weight: 600; }
|
|
.badge-pos { background: #d1fae5; color: #065f46; }
|
|
.badge-neg { background: #fee2e2; color: #991b1b; }
|
|
.badge-neu { background: #e5e7eb; color: #374151; }
|
|
.imp { font-weight: 700; }
|
|
.imp-5 { color: #dc2626; } .imp-4 { color: #ea580c; }
|
|
footer { text-align: center; color: var(--muted); font-size: .82em; margin-top: 3rem; padding-top: 1.2rem; border-top: 1px solid var(--border); }
|
|
a { color: var(--accent); text-decoration: none; }
|
|
a:hover { text-decoration: underline; }
|
|
</style>
|
|
</head>
|
|
<body>
|
|
<header>
|
|
<div class="container">
|
|
<h1>📊 A 股 Deep Research 日报</h1>
|
|
<p>20260616 · 生成于 2026-06-17 11:17:11</p>
|
|
</div>
|
|
</header>
|
|
<main class="container">
|
|
|
|
<h2>一、数据总览</h2>
|
|
<div class="stats">
|
|
<div class="stat-card"><div class="num">151</div><div class="label">M1 原始文章</div></div>
|
|
<div class="stat-card"><div class="num">100</div><div class="label">M2 正文提取</div></div>
|
|
<div class="stat-card"><div class="num">100</div><div class="label">M3 去重唯一</div></div>
|
|
<div class="stat-card"><div class="num">100</div><div class="label">M4 投资事件</div></div>
|
|
<div class="stat-card"><div class="num">100</div><div class="label">M5 向量</div></div>
|
|
<div class="stat-card"><div class="num">0</div><div class="label">M6 Qdrant</div></div>
|
|
</div>
|
|
|
|
<h3>各源抓取量</h3>
|
|
<table>
|
|
<tr><th>源</th><th>cls</th><th>eastmoney</th><th>sina</th><th>stcn</th><th>yicai</th></tr>
|
|
<tr><td>文章数</td><td>42</td><td>23</td><td>42</td><td>2</td><td>42</td></tr>
|
|
</table>
|
|
|
|
<h2>二、情绪分布</h2>
|
|
|
|
<div class="sentiment-bar">
|
|
<div class="pos" style="width:11%"></div>
|
|
<div class="neg" style="width:4%"></div>
|
|
<div class="neu" style="width:85%"></div>
|
|
</div>
|
|
<p>🟢 利好 11 (11%) 🔴 利空 4 (4%) ⚪ 中性 85 (85%)</p>
|
|
|
|
|
|
<h2>三、事件类型分布</h2>
|
|
<table>
|
|
<tr><th>事件类型</th><th>数量</th></tr>
|
|
<tr><td>其他</td><td>36</td></tr>
|
|
<tr><td>国际局势</td><td>23</td></tr>
|
|
<tr><td>宏观政策</td><td>19</td></tr>
|
|
<tr><td>行业政策</td><td>12</td></tr>
|
|
<tr><td>产品发布</td><td>4</td></tr>
|
|
<tr><td>投资并购</td><td>2</td></tr>
|
|
<tr><td>监管处罚</td><td>1</td></tr>
|
|
<tr><td>诉讼仲裁</td><td>1</td></tr>
|
|
</table>
|
|
|
|
<h2>四、重要度分布</h2>
|
|
<table>
|
|
<tr><th>重要度</th><th>等级 1</th><th>等级 2</th><th>等级 3</th><th>等级 4</th></tr>
|
|
<tr><td>数量</td><td>7</td><td>47</td><td>33</td><td>13</td></tr>
|
|
</table>
|
|
|
|
<h2>五、🔥 高重要度事件 (importance ≥ 4)</h2>
|
|
<table>
|
|
<tr><th>#</th><th>情绪</th><th>标题</th><th>源</th><th>重要度</th><th>事件类型</th><th>摘要</th></tr>
|
|
<tr class="event-row"><td>1</td><td><span class="badge badge-pos">🟢 positive</span></td><td><a href="https://finance.eastmoney.com/a/202606163772820917.html" target="_blank">政策利好+供需矛盾加剧！稀土永磁多股涨停 9股预测2026业绩翻倍</a></td><td>eastmoney</td><td class="imp imp-4">4</td><td>行业政策</td><td>稀土永磁板块受政策利好及供需矛盾加剧影响多股涨停，机构看好业绩增长。</td></tr>
|
|
<tr class="event-row"><td>2</td><td><span class="badge badge-neu">⚪ neutral</span></td><td><a href="https://www.cls.cn/detail/2401393" target="_blank">DeepSeek首轮融资或落地 梁文锋个人出资约200亿元</a></td><td>cls</td><td class="imp imp-4">4</td><td>投资并购</td><td>DeepSeek首轮融资敲定，梁文锋个人出资约200亿元，腾讯、宁德时代等跟投。</td></tr>
|
|
<tr class="event-row"><td>3</td><td><span class="badge badge-pos">🟢 positive</span></td><td><a href="https://finance.eastmoney.com/a/202606163772821249.html" target="_blank">又一品种“爆单”！AI驱动高端铜箔供不应求 最新高增长潜力股名单出炉</a></td><td>eastmoney</td><td class="imp imp-4">4</td><td>行业政策</td><td>AI驱动高端铜箔供不应求，订单排至2027年，行业量价齐升，多只概念股业绩有望倍增。</td></tr>
|
|
<tr class="event-row"><td>4</td><td><span class="badge badge-pos">🟢 positive</span></td><td><a href="https://finance.sina.com.cn/roll/2026-06-15/doc-inicnyqp8172063.shtml" target="_blank">迎估值修复窗口，A股周期板块集体反弹</a> <small>(601111.SH,600029.SH,600115.SH)</small></td><td>sina</td><td class="imp imp-4">4</td><td>宏观政策</td><td>霍尔木兹海峡复航预期推动A股周期板块集体反弹，航空、有色、海运等受益于油价下行和需求回暖，估值修复窗口开启。</td></tr>
|
|
<tr class="event-row"><td>5</td><td><span class="badge badge-neg">🔴 negative</span></td><td><a href="https://finance.sina.com.cn/jjxw/2026-06-16/doc-inicqaac4526558.shtml" target="_blank">固定资产不足1亿却要募资12.5亿扩产， 欧尚元应收坏账暴增24倍</a></td><td>sina</td><td class="imp imp-4">4</td><td>其他</td><td>欧尚元IPO申请获受理，但招股书显示应收账款坏账损失暴增24倍、存货周转率低于同行、增值税退税异常、募资扩产合理性存疑，</td></tr>
|
|
<tr class="event-row"><td>6</td><td><span class="badge badge-pos">🟢 positive</span></td><td><a href="https://finance.sina.com.cn/wm/2026-06-16/doc-inicqaac4550751.shtml" target="_blank">603137，收购存储资产，股价提前涨停！功率半导体，再度涨价（附股）</a> <small>(603137)</small></td><td>sina</td><td class="imp imp-4">4</td><td>投资并购</td><td>恒尚节能筹划收购存储企业金胜电子控制权，股价提前涨停；功率半导体涨价潮持续，多家公司受益于AI需求，融资客加仓IGBT概</td></tr>
|
|
<tr class="event-row"><td>7</td><td><span class="badge badge-neg">🔴 negative</span></td><td><a href="https://finance.sina.com.cn/roll/2026-06-16/doc-inicpvua6369495.shtml" target="_blank">信披整改承诺仅保持九个月 国晟科技再收监管“双罚单”</a> <small>(603778.SH)</small></td><td>sina</td><td class="imp imp-4">4</td><td>监管处罚</td><td>国晟科技因信息披露不及时再次收到北京证监局和上交所监管警示，涉及买卖合同纠纷未及时披露，公司及多名高管被出具警示函。</td></tr>
|
|
<tr class="event-row"><td>8</td><td><span class="badge badge-pos">🟢 positive</span></td><td><a href="https://finance.sina.com.cn/roll/2026-06-16/doc-inicpzzw9492841.shtml" target="_blank">热门产品“一天一个价” “半导体血液”生产企业爆单</a> <small>(600378.SH,002971.SZ,002409.SZ)</small></td><td>sina</td><td class="imp imp-4">4</td><td>行业政策</td><td>AI芯片需求旺盛带动电子特气供不应求，量价齐升，A股相关板块表现强势，企业积极布局高端材料。</td></tr>
|
|
<tr class="event-row"><td>9</td><td><span class="badge badge-neg">🔴 negative</span></td><td><a href="https://www.cls.cn/detail/2400946" target="_blank">又一个募投项目终止！中旗新材转型高纯石英砂战略“黄了”？</a> <small>(001212.SZ)</small></td><td>cls</td><td class="imp imp-4">4</td><td>其他</td><td>中旗新材终止高纯石英砂研发中心募投项目，近一年三次砍掉石英砂项目，涉及超4亿元募集资金转补流，主业亏损，前大股东高位减持</td></tr>
|
|
<tr class="event-row"><td>10</td><td><span class="badge badge-pos">🟢 positive</span></td><td><a href="https://www.yicai.com/news/103232688.html" target="_blank">外资密集调研AI产业链，7家公司获百余机构青睐</a> <small>(688008.SH,688322.SH,300124.SZ)</small></td><td>yicai</td><td class="imp imp-4">4</td><td>其他</td><td>外资密集调研AI产业链，7家A股公司获百余家外资机构调研，多家AI相关企业获外资增持，显示外资对中国AI产业看好。</td></tr>
|
|
<tr class="event-row"><td>11</td><td><span class="badge badge-neg">🔴 negative</span></td><td><a href="https://finance.sina.com.cn/jjxw/2026-06-16/doc-inicpvuf4588598.shtml" target="_blank">蓝月亮两年累亏10亿港元背后分红15亿港元</a></td><td>sina</td><td class="imp imp-4">4</td><td>其他</td><td>蓝月亮连续两年亏损超10亿港元，同时高额分红15亿港元，高管薪酬逆势上涨，引发市场对公司治理质疑。</td></tr>
|
|
<tr class="event-row"><td>12</td><td><span class="badge badge-pos">🟢 positive</span></td><td><a href="https://www.yicai.com/news/103232322.html" target="_blank">全球镜场最大光热电站在青海开工，核心技术100%自主可控</a></td><td>yicai</td><td class="imp imp-4">4</td><td>其他</td><td>中广核全球最大光热电站在青海开工，核心技术100%自主可控，年发电量预计10亿千瓦时。</td></tr>
|
|
<tr class="event-row"><td>13</td><td><span class="badge badge-pos">🟢 positive</span></td><td><a href="https://www.cls.cn/detail/2401236" target="_blank">支撑人工智能等高质量发展 算力网开启万亿级投资周期</a></td><td>cls</td><td class="imp imp-4">4</td><td>宏观政策</td><td>国家推进全国一体化算力网建设，开启万亿级投资周期，利好算力、人工智能等产业。</td></tr>
|
|
</table>
|
|
|
|
</main>
|
|
<footer>
|
|
<div class="container">
|
|
<p>A 股 Deep Research 私有投研平台 · 自动生成于 2026-06-17 11:17:11</p>
|
|
</div>
|
|
</footer>
|
|
</body>
|
|
</html> |