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罗生门6 killed in Russian attacks on Ukraine as Kyiv continues drone counterstrikes_我的网站
A | KYIV, Ukraine -- Six people have been killed in Russian attacks on Ukraine in the past 24 hours, local officials reported Sunday.Two people were killed and three more injured in the Kherson area after more than 100 shells bombarded the region over the weekend, local governor Oleksandr Prokudin wrote on social media.Two guided bombs later hit key infrastructure in Kherson city, sparking a partial blackout and disruption to the area’s water supply, reported the head of the city’s military administration, Roman Mrochko.Local officials said two more people had died in the Donetsk area and that a 57-year-old man and a 54-year-old woman had been killed by an airstrike that destroyed their home in the Kharkiv region.Meanwhile, the Russian defense ministry announced Sunday that Ukraine had launched 27 drones in an overnight attack on western Russia.Officials said that 18 drones were shot down over the Kursk region, leading to speculation in the Russian press that the attack could have been targeting the nearby Khalino military airfield.Images on social media showed burning debris just 1.5 kilometers (a mile) from the airbase, which was previously attacked by Ukrainian forces at the end of September.Writing on social media, Kursk governor Roman Starovoit said that debris had fallen in the region’s namesake capital and the nearby village of Zorino. No casualties were reported.Officials also said that two more drones had been shot down over Russia’s Belgorod region, but did not confirm the fate of the remaining seven drones. Ukrainian media outlets later said that Kyiv’s forces had carried out a successful strike on Russia’s Krasnaya Yaruga electrical substation, close to the Ukrainian border.The reports cited an unnamed source from within Ukraine’s security services and included a video that appeared to show an aerial strike against an unidentified target.The Associated Press could not independently verify the reports.Moscow also said Sunday that it had intercepted a Global Hawk drone close to Russia’s Black Sea border.A Su-27 fighter was scrambled to intercept the drone, which turned away and ultimately did not cross into Russian airspace, the Russian defense ministry said in a statement on social media.。
B | 截至收盘，沪指涨0.59%，深成指涨0.69%，创业板指涨0.51%。
C | 下跌方面，CRO概念震荡调整。
D | 全市场超2900股上涨。沪深两市成交额1.81万亿元，较上一个交易日缩量231亿。 今天，A股成交额仅1.82万亿元，再创下半年新低，缩量轮动的格局未改。 基于轮动预期，昨日领涨的CRO、液冷服务器和零售等板块，早盘均陷入分歧，纷纷高开低走或冲高回落。 有趣的是，一个能对指数走向影响不小的板块——券商，出现久违异动，又把情绪“捞”了回来。
E | 这样一个时常被批评为“渣男”的板块，突然出现倍量异动，应该如何理解？ 为指数“选择方向” 在近期复盘中我们提到，沪指3884点附近，是判断其反弹趋势是否延续的“标准线”。
F | 上周三到本周二，沪指冲击4000点未果（最高3994点，未补上3995.81点缺口）后，一路回调至最低3850.86点，却又反复惊险站上3884点。
G | 总之，既没有“确认”破位，也没有发力拉升、脱离风险区。
H | 至于最终结果如何，大盘究竟是“一日游”还是“反弹”或更加乐观的“趋势反转”，既取决于场外观望的资金“信不信”，也要看全球股市的“天时地利”是否支持。 大同证券研报认为，市场短期处于超跌反弹后的震荡整固阶段，风险已有所释放，但外部美债利率压力及国内经济旺季成色仍待观察，指数层面大概率维持震荡格局，建议以防御性配置为主，等待更为明确的企稳信号。 哪些板块也在涨？ 与券商同步走强的，还有同属大金融的保险、银行，以及顺周期方向的有色金属等。
I | 这些方向中的权重股对指数（尤其沪指）涨幅贡献度较高。
J | 我们来看看它们的上涨逻辑。
K | 券商 截至8月25日，共有20家上市券商公布了2026年上半年业绩。中泰证券上半年净利润增幅最大，为146.38%。此外，财达证券、华安证券上半年业绩增长均超一倍。 机构表示，当前证券板块估值处于历史低位，存在严重的基本面与市场风格短期错配，未来市场风格切换、超预期政策落地、行业重大并购重组等积极因素，均有望成为板块估值修复的核心催化剂 保险、银行 分析认为，在避险情绪主导、成长板块波动加剧的震荡格局下，银行凭借防御属性、非银凭借基本面与估值的错配修复，表现相对稳健。 有色金属 消息面上，隔夜LME期铜报收14324.5美元/吨，创收盘价历史新高。国联民生证券指出，铜矿资本开支不足、供给端扰动频发，铜矿供需格局将由紧平衡转向短缺，铜价中长期有望上行；中银证券认为智利铜矿供应脆弱性加剧全球供给约束，机构判断铜铝反转逻辑有望逐步兑现。 算力硬件 剑桥科技2026年中报显示，公司上半年归母净利润3.28亿元，增171.08%。 万联证券研报指出，随着算力集群向高密度、规模化演进，超节点将成为算力扩容的核心载体，建议关注高速光模块、光器件、交换机及其他光互联细分环节。
L | Current article:http://aqb418p.zongchaeiwengshuabaisisuofu.sbs/list_wfm71a/zogwmre.html Published on:11:28:32 |
截至收盘，证券（881157）板块大涨3.01%，成交量和成交额均达到昨日的两倍以上。
自去年8月下旬见顶回落以来，证券板块整体呈震荡下跌趋势，直到今年6月才探底回升、暂时稳住。
但今天收盘后，沪指重新站上3900点，让局势朝着乐观的一侧稍稍倾斜。 正是这样可上可下的节点，券商股异动才颇具“选择向上”的意味，或者说，有资金试图借道券商拉升指数，带动市场上其他参与方，加入到继续看多做多的队伍中。
此外，算力硬件方向也有所回暖。
（文章来源：每日经济新闻）。