【导读】核聚变板块多股涨停，商业航天概念股再度活跃 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 12月19日早盘，A股三大指数集体高开。截至发稿，沪指涨0.61%，创业板指数大涨1.5%。超4400只个股飘红。 | < W | | 上证指数(000001) | | | | | --- | --- | --- | --- | --- | --- | | | | 12-19 10:28:18 | | | | | 3900.12 | | 昨收 | 3876.37 | 成交额 | 3362.22亿 | | +23.75 | +0.61% | 今井 | 3878.23 | 成交量 | 219.16亿 | | 上涨 | 1871 | 平盘 | ୧୧ | 下跌 | 402 | | 最高价 | 3900.31 | 市盈率 | 16.29 | 近20日 | 1.70% | | 最低价 | 3871.78 | 附加后 | 1.48 | 米世分 | 16.36% | | 分时 | 五日 | 日K | 周Ｋ 月Ｋ | 更多 | O | | 鹽加 3920.06 | | | 均价:-- | | 1.13% | | | | ...

Market Overview - The US stock market saw all three major indices close higher, with the Dow Jones Industrial Average rising by 65.88 points (0.14%), the Nasdaq increasing by 313.04 points (1.38%), and the S&P 500 gaining 53.33 points (0.79%) [4] - Micron Technology's stock surged by 10.2% following strong earnings, contributing to the overall market uplift [6][11] Economic Indicators - The US Consumer Price Index (CPI) for November showed a year-over-year increase of 2.7%, below the expected 3.1%, while the core CPI rose by 2.6%, marking the lowest growth rate since 2021 [6] - Fundstrat noted that the moderate CPI data reinforces the Federal Reserve's focus on protecting the job market, suggesting that a "Fed put" is in place to support the stock market in case of economic downturns [6] Technology Sector - Major technology stocks experienced collective gains, with Tesla rising over 3%, Amazon and Facebook increasing by over 2%, and Google and Nvidia close to 2% [7] - A total of 24 leading AI companies, including OpenAI, Microsoft, Nvidia, and Amazon Web Services, have agreed to join the US government's "Genesis Mission" initiative aimed at enhancing AI applications in scientific discovery and energy projects [9] Semiconductor Industry - Micron Technology reported strong demand for its memory chips, exceeding market expectations for the first fiscal quarter [11] - The company anticipates that the total addressable market for high-bandwidth memory chips will reach $100 billion by 2028, with a compound annual growth rate of 40% [13] - Other semiconductor stocks also saw gains, with TSMC rising nearly 3% and ASML increasing by over 2% [14] - Morgan Stanley predicts that semiconductor stocks will continue to be one of the best-performing sectors in the US market next year, highlighting Nvidia, Broadcom, and Astera Labs as top picks [14]

Group 1 - Multiple navigation software systems experienced sudden failures, displaying "driving on a road with no data" [2] - Delivery riders reported issues with navigation in food delivery apps, leading to potential delays in deliveries [3] - Shared bike services also faced location errors, with users unable to lock bikes due to incorrect operational range displays [6] Group 2 - Platforms indicated that users could file complaints regarding order anomalies caused by location issues [6] - Customer service from Baidu Maps and Gaode Maps acknowledged the reported issues and stated they would relay the information to their engineering teams [6]

来源：外交部网站 外交部部长助理刘彬同乌克兰第一副外长基斯利察举行中乌外交部政治磋商 12月18日，外交部部长助理刘彬同乌克兰第一副外长基斯利察在北京举行中乌外交部政治磋 商。 储，重大利好！ 今夜，飙涨！美联 刘彬表示，中乌建交以来，友谊和合作始终是双边关系的主旋律。双方秉持互尊互信、互谅 互让、互利互惠原则，推动两国经贸、农业、科技、人文等领域合作收获了丰硕成果。中方 愿同乌方继续落实好元首重要共识，推动双边关系行稳致远。 基斯利察表示，乌方高度重视对华关系，恪守一个中国原则，愿进一步深化两国各领域交流 合作，推动乌中关系不断向前发展。 双方还就乌克兰危机交换意见。 ...

Group 1 - The article discusses an executive order signed by Trump, reaffirming the goal of returning to the Moon by 2028 and establishing initial facilities for a permanent lunar outpost by 2030 [1] - The order emphasizes the need for the U.S. to lead in space exploration, security, and commercial sectors, promoting a vision of "America First" in space policy [1] - It includes directives for upgrading launch infrastructure and developing commercial pathways to replace the International Space Station by 2030, aiming to stimulate private sector innovation and investment [1] Group 2 - The order instructs the President's science and technology advisor to coordinate national space policy efforts and mandates federal departments and agencies to collaborate on its execution [1] - It also calls for streamlining procurement processes and implementing relevant space safety strategies to ensure adequate human resources are available to achieve these objectives [1]

兄弟姐妹们啊，今晚两大利好，美股尤其是科技板块暴涨，中国资产同步上涨，相信周五的市场不出意外的话不会让人失望了。 早前美光科技的财报拯救了AI交易（详情可以点击右边链接 不要慌！大利好，来了！ ），今晚美国最新通胀数据，强化了美联 储2026年降息的预期！ 一起看看发生了什么事情。 美股飙涨 12月19日晚间，美股三大指数高开高走，道指涨超400点，纳斯达克涨近2%，标普500指数涨超1%。 中国资产方面，中概股指数涨1.5%。 科技股集体暴涨，美光科技涨超10% 带动AI交易热度回升， 原因是美光给出了相对稳健的业绩展望。 这家半导体制造商上调了 关键产品的业绩预期，并给出了远超预期的营收指引。有分析师表示，人工智能热潮正在造成存储芯片短缺，这可能会推高电子 产品价格。 | 了 筛选 | | 最新价 = | 涨跌幅 = □' | | --- | --- | --- | --- | | 美光科技 | | 251.77 | +11.64% | | us MU | | | | | Sandisk Corporation | | 228.56 | +10.51% | | us SNDK | | | | | Appl ...

【导读】旭升集团控股股东又筹划控制权变更事项，自 12 月 19 日开市起停牌 中国基金报记者 闻言 旭升集团计划自 12 月 19 日开市起停牌，预计停牌时间不超过 2 个交易日。截至 12 月 18 日收盘，旭升集团股价报 14.56 元 / 股，总市值为 168.3 亿元。 12 月 18 日晚间， 旭升集团 发布公告称，公司控股股东、实际控制人徐旭东及其一致行动 人正在筹划涉及所持公司股份转让事宜，可能导致公司控制权变更。 控股股东时隔一年又筹划控制权转让事项 12 月 18 日，旭升集团接到徐旭东的通知，徐旭东及其一致行动人宁波梅山保税港区旭晟控 股有限公司（以下简称旭晟控股）、香港旭日实业有限公司（以下简称旭日实业），正在筹 划涉及所持旭升集团股份转让事宜，可能导致旭升集团控制权变更。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 603305 | 旭升集团 | A 股 停牌 | 2025/12/19 | | | | 这是时隔一年多，徐旭东及其一 ...

Core Viewpoint - The appointment of Wei Hongcheng as the new CEO of Master Kong marks a significant shift back to family governance after a decade of professional management, indicating a potential change in strategic direction for the company [2][6]. Group 1: Leadership Transition - Master Kong announced that current CEO Chen Yingrang will retire on December 31, 2025, and Wei Hongcheng will take over as CEO starting January 1, 2026 [2]. - Wei Hongcheng, aged 43, is the second generation of the Wei family and has a strong background with degrees from Imperial College London and Harvard Business School, along with experience at Blackstone and PepsiCo [8][9]. - Since joining the company in February 2015, Wei has been instrumental in the growth of Master Kong's beverage segment, focusing on consumer needs and sustainable development [9]. Group 2: Business Challenges - Master Kong is currently facing challenges such as declining revenue in its core business segments, with a reported drop of over 1.1 billion yuan in revenue in the first half of the year [13]. - The beverage segment, which accounts for 65.7% of total revenue, saw a 2.6% year-on-year decline, while the instant noodle segment also experienced a 2.5% drop [13]. - The company is adapting to changes in distribution channels, with a significant reduction in the number of distributors and direct retailers, losing over 3,400 distributors and nearly 1,500 direct retailers by mid-2025 [13]. Group 3: Strategic Initiatives - Despite the challenges, Master Kong maintains a leading position in the instant noodle market and is focusing on product innovation and health-oriented upgrades to stimulate growth [13][14]. - New product launches in the beverage sector, such as sugar-free jasmine tea and PH9.0 alkaline water, reflect a commitment to health trends [14]. - The company's ongoing investment in sustainable development has begun to yield results, contributing to cost reduction and brand image enhancement [14]. Group 4: Market Reaction - Following the announcement of the leadership change, Master Kong's stock price rose by 1.63% to HKD 11.84 per share, with a total market capitalization of HKD 66.74 billion [14].

山东省委书记林武主持会议并讲话。 与会同志一致表示，坚决拥护党中央决定，坚决拥护中 央纪委国家监委决定。 来源： 大众新闻客户端 中央纪委国家监委网站 长安街知事 政事儿 12月18日消息， 山东省青岛市人大常委会原党组书记、主任王文华被查 。 据大众新闻客户端消息，12月18日下午，山东省委常委会召开会议，通报中央纪委国家监委 对青岛市人大常委会原党组书记、主任王文华涉嫌严重违纪违法进行纪律审查和监察调查的 决定。 王文华（资料图） 公开信息显示， 王文华，男，汉族，1957年10月生。 曾任青岛市委副书记，2012年当选青岛市 人大常委会主任，直至2017年卸任。此后，他担任了 青岛市关工委主任等职务。 会议指出，中央纪委国家监委对王文华涉嫌严重违纪违法进行审查调查，充分彰显了以习近 平同志为核心的党中央坚定不移推进全面从严治党、把党的自我革命进行到底的坚定决心。 我们要深入学习贯彻习近平总书记关于党的建设的重要思想、关于党的自我革命的重要思 想，认真落实推进党的自我革命"五个进一步到位"重要要求，切实把思想和行动统一到党中 央要求上来， 深刻汲取教训，以案为鉴、警钟长鸣，一体推进不敢腐、不能腐、不想腐， ...

公告称，公司董事会沉痛公告，公司董事长吕品先生不幸逝世。吕品先生于2025年5月起担任公司董事长，并担任战略与投资委员会主任 委员、薪酬与考核委员会委员。公司及公司董事会对吕品先生的逝世表示沉痛哀悼并向其家属表达深切慰问。 中国基金报记者 泰勒 12月18日晚间，上市公司国盾量子公告，董事长逝世。 公开资料显示， 国盾量子 成立于2009年，是国家高新技术企业、国家"专精特新"小巨人企业、国家 知识产权 优势企业。公司主要从事量 子通信、量子计算、量子精密测量产品的研发、生产和销售，并提供相关技术服务。2020年，公司登陆上海证券交易所 科创板 ，成为A股 首家也是目前唯一一家量子科技上市公司。 | 最高: 509.00 | 今开:490.06 | 涨停: 600.07 | 成交量: 258.43万 | | --- | --- | --- | --- | | 最低:490.01 | 昨收:500.06 | 跌停: 400.05 | 成交额：12.87亿 | | 换手:3.22%。 | 盘后量:0 | 量比:0.59 | 总市值: 508.13亿 | | 振幅:3.80% | 盘后额：0.00 | 委比: -5 ...