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A股市场前景乐观，多股业绩向好

来源：花匠小妙招时间：2025-07-14 10:27

周末重要消息汇总：一是外卖大战硝烟起，茶饮店爆单或带动下周外卖相关个股炒作；二是白银价格创新高，有望带动白银板块走高。上周五市场冲高回落，稀土、创新药和证券较强，指数创今年新高，光伏、钢铁、快递分化。多家公司发布业绩预告，如蔚蓝锂芯、澜起科技、利民股份等预计净利润大幅增长；三六零、华媒控股等预计亏损。此外，乐普医疗下属公司产品获批，康辰药业涉及创新药合作事项，北方稀土股票触及异常波动标准。

股票名称["蔚蓝锂芯","澜起科技","利民股份","国联民生","华西证券","高德红外","三和管桩","锐捷网络","华媒控股","大智慧","绿地控股","中国巨石","乐普医疗","三六零","亚钾国际","东鹏饮料","中国中车","康辰药业","国信证券","藏格矿业","永鼎股份","北方稀土","银河微电","万业企业","东山精密","九鼎新材","广合科技","华林证券","中材科技","星网锐捷","翠微股份","世龙实业","航锦科技","西部黄金","道道全","广晟有色","中金黄金","中远海科","好上好","双鹭药业","海格通信","一汽解放","全志科技","天宸股份","瑞可达","盈方微","杭钢股份","宝胜股份","大千生态","鼎通科技","柳工","中兵红箭","华钰矿业","科沃斯"]板块名称["外卖相关","白银","稀土","创新药","证券","光伏","钢铁","快递"]业绩增长、政策加力、市场机遇看多看空内容中提到外卖大战会带动外卖相关个股炒作，白银价格创新高会带动白银板块走高，且众多公司发布的2025年半年度业绩预告显示净利润大幅增长，同时创新药和光伏有政策持续加力，这些因素都对A股市场有积极影响，所以看多A股。