標籤: 天风证券

Finance

半導體強勢回暖！市場成交再破2萬億

今日股市氛圍熱烈，半導體板塊大幅上漲，科創50指數漲超11%，兩市成交額突破2萬億。大金融股亦表現活躍，市場情緒回暖，後市可留意科技股的輪動機會。
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Finance

《財政部發布會重磅信號解析》

財政部新聞發布會釋放重磅信號，增發國債和化解地方債務成為重點，預計將推動經濟增長，四季度GDP增速有望超過5%。天風及中信等機構對政策反應積極，預期政策規模超出市場預期。
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Finance

高位股大跌！翻倍牛股回撤超兩成

高位股大跌，百只翻倍股回撤超20%，市场情绪降温。计算机股成重灾区，新股表现也大幅回落，投资者面临“亏钱效应”。短期将进入震荡调整，关注科技及核心资产。
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Finance

市場震盪後的投資新方向！

市場經歷大跌後，今日能否止跌企穩至關重要。大金融分歧加劇，半導體逆勢上漲，數據要素概念或將受益。投資者需關注個股選擇，預測結構性分化將成為常態。
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Finance

《A股重挫，半导体能否逆勢反彈？》

今日股市大幅回調，創業板指重挫超10%。雖然半導體股表現相對堅挺，但大金融板塊普遍跌停，市場情緒低迷，短期或面臨進一步分歧。各類股的反彈機會成為焦點。
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Finance

創業板指再漲14%！市場成交破2.5萬億！

今日A股强势回暖，创业板指飙升超14%。市场成交额近2.5万亿，个股涨停潮涌现，半导体、券商等板块表现亮眼，投资者信心回暖，波动剧烈。
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🎨 Nano Banana Pro 圖像生成器｜打幾句說話就出圖

想畫人像、產品圖、插畫？SSFuture 圖像生成器支援 Flux 同 Gemini Nano Banana Pro 改圖 / 合成， 打廣東話都得，仲可以沿用上一張圖繼續微調。

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✨ 即刻玩 AI 畫圖
一隻在香港茶餐廳喝奶茶的貓 Wide-angle vertical group selfie shot, the man from @imgl in his usual outfit (same clothes as @imgl), natural everyday grooming, candid natural expression, holding the phone vertically for a selfie. Key Characters: Only the core Avengers join in frame: Iron Man, Captain America, and Black Widow in official costumes. Background & Environment: Mid-shoot on a movie set with practical debris plus some green screen sections; visible cinema cameras, lighting rigs, crew, clapperboard, candid BTS vibe. Technical Specs: Ultra photorealistic, 8K, highly detailed, no text/logos/watermark, Vertical Portrait Mode, Aspect Ratio 9:16 --ar 9:16 Certainly! Here’s an enhanced, detailed, and artistic prompt tailored for an AI image generator: --- Create a highly detailed, artistic portrait of a young East Asian woman embodying a “Imada Mio-inspired” doll-like aesthetic (精緻洋娃娃臉). She has large, sparkling round eyes full of warmth and expression, a delicate V-shaped face with soft contours, and subtly flushed, rosy cheeks. Her lips are naturally plump and softly tinted, and her facial expression combines innocence, playful energy, and a touch of flirtatiousness. Her hair is long, dark brown, and appears tousled as if she has just awakened—soft, voluminous, and gently messy (剛睡醒的凌亂感). Stray strands fall around her delicate face and shoulders, capturing the texture and natural flow of freshly mussed morning hair. She is dressed in an oversized, translucent white men’s button-down shirt (男友風白襯衫), with the top buttons casually undone to reveal delicate collarbones and a hint of bare skin beneath, evoking a sensual yet pure “bottomless” (下衣失蹤風格) look. The shirt drapes gracefully, with natural folds and slight translucency, enhancing the softness and allure of the scene. The overall mood is inspired by elegant Japanese Gravure photobook aesthetics (寫真集風格), radiating a Pure & Sexy charm. Use soft, luminous, high-key natural lighting to bathe her in a gentle glow, imparting a creamy, flawless, and porcelain-like skin texture. Emulate the timeless Fujifilm PRO 400H film tones with pastel coloration, subtle pinks and blues, and a carefully balanced color palette, giving the image a dreamy and refined photographic quality. The composition should feel intimate and inviting, expertly capturing both innocence and understated seduction, with fine attention to detail and artistry.