消息面上，据智通财经报道，高盛1月7日发布2026中国股票展望报告，建议今年超配（Overweight）A股和H股。报告预计，MSCI中国指数和沪深300指 数今年分别上涨20%和12%，主要上涨动力包括上市公司每股收益仍能保持两位数增长，估值适中以及全球投资者对中国股票的持仓普遍较低。 下跌方面，证券板块盘中持续调整，华林证券（002945）触及跌停，华安证券（600909）、华泰证券、广发证券、国泰海通、兴业证券等跌幅靠前。能源 金属、保险、乳业等板块亦表现不佳。 港股主要指数集体低开，截至11:30，恒生指数、恒生科技指数、恒生国企指数均跌超1%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 恒生指数 | 26121.58 | -337.37 | -1.28% | | 恒生科技 | 5675.50 | -63.02 | -1.10% | | 恒生生物科技 | 15905.30 | 12.05 | 0.08% | | 恒生中国企业指数 | 9033.94 | -104.81 | -1.15% | 国产大模型公司智谱登陆港交所，首日开盘大涨，盘中涨幅 ...

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index rising by 0.09% to 4089.45 points, while the Shenzhen Component Index fell by 0.2% to 14003.09 points, and the ChiNext Index decreased by 0.52% to 3312.47 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.77 trillion yuan, with over 3700 stocks rising, including 80 stocks hitting the daily limit [1] Key Sectors Commercial Aerospace - The commercial aerospace sector remained strong, with multiple stocks hitting the daily limit, including Galaxy Electronics with four consecutive limit-ups [3] - The sector is entering a new phase of rapid development, with significant catalysts expected in the near future [3] Controlled Nuclear Fusion - The controlled nuclear fusion sector continued its strong performance, with several stocks, including China Nuclear Engineering, hitting the daily limit [2] - The sector is gaining attention due to breakthroughs in high-temperature superconductors and artificial intelligence, with a focus on engineering and commercial viability [2] Computing Power Chips - The computing power chip sector saw gains, with Haiguang Information rising over 10% [4] - The Ministry of Industry and Information Technology has issued guidelines to enhance AI computing power supply, supporting the development of key technologies [4] Electronic Chemicals - The electronic chemicals sector experienced an uptick, with stocks like Sanfu Co. and Heyuan Gas hitting the daily limit [5] - The Ministry of Commerce has initiated an anti-dumping investigation into imported dichlorodihydrosilane from Japan, which may impact the domestic industry [5] Institutional Insights Citic Securities - Citic Securities suggests a higher probability of market upward movement in 2026, driven by the balance between external and internal demand [6] - The firm recommends focusing on sectors with lower concentration but increasing attention and catalysts, such as chemicals and engineering machinery [7] Zhongtai Securities - Zhongtai Securities maintains a cautiously optimistic view on the technology sector, suggesting that funds may tighten temporarily but could lead to buying opportunities [8] - The firm emphasizes the importance of direction selection and rhythm control in investment strategies [8] Everbright Securities - Everbright Securities notes increasing divergence among market funds, indicating potential volatility risks [9] - The firm highlights the AI concept on the edge, with an upcoming AI hardware exhibition expected to stimulate related sectors [9]

Market Overview - The A-share market saw a slight increase on January 7, with the Shanghai Composite Index achieving a 14-day consecutive rise, closing up 0.05% at 4085.77 points. The Shenzhen Component Index rose 0.06% to 14030.56 points, while the ChiNext Index increased by 0.31% to 3329.69 points. The total trading volume in the Shanghai and Shenzhen markets reached 2.85 trillion yuan, an increase of 476 billion yuan compared to the previous trading day, marking the second consecutive day of trading volume exceeding 2.8 trillion yuan [1]. Sector Performance - The commercial aerospace sector was notably active, with over ten stocks hitting the daily limit, including Lushin Investment with 7 limit-ups in 9 days and Leike Defense with 6 consecutive limit-ups. The coal sector also saw significant gains, with Dayou Energy and Shaanxi Black Cat hitting the limit. Semiconductor equipment stocks continued their strong performance, with Zhongwei Company and Beifang Huachuang reaching historical highs. The photoresist concept stocks were active, with Guofeng New Materials achieving 2 limit-ups in 3 days, and Nanda Optoelectronics and Tongcheng New Materials hitting the limit. The controllable nuclear fusion concept showed strength, with China First Heavy Industries and China Nuclear Engineering hitting the limit [1]. Limit-Up Stocks - A total of 80 stocks (excluding ST and delisted stocks) hit the daily limit, with 23 stocks achieving consecutive limit-ups. The limit-up rate was 64%, with notable stocks including Shengtong Energy with 14 consecutive limit-ups, Fenglong Co. with 9 consecutive limit-ups, and Youbang Ceiling with 5 consecutive limit-ups. The commercial aerospace concept stocks such as Lushin Investment and Leike Defense were highlighted for their strong performance [1].

| 1月7日涨停封单资金居前的个股 | | --- | | 代码 | 名称 | 涨停封单额 | 涨停板 | 涨停原因 | | --- | --- | --- | --- | --- | | | | (亿元) | 情況 | | | 002195 | 岩山科技 | 19.46 | 3连板 | 脑机接口+Yan大模型+2345导航 | | 002931 | 锋龙股份 | 15.49 | 9连板 | 优必选拟入主+机器人+复牌 | | 600783 鲁信创投 | | 10.76 | 9日7板 | 蓝箭航天IPO+人工智能基金+山东国资 | | 002173 | 创新医疗 | 10.29 | 3连板 | 脑机接口+民营医院+高压氧舱 | | 600775 南京熊猫 | | 5.80 | 3连板 | 脑机接口+卫星通信+智能制造+央企 | | 002774 | 快意电梯 | 4.22 | 3连板 | 一带一路+旧梯更新+电梯制造 | | 000620 | 盈新发展 | 3.91 | 2连板 | 拟收购半导体+存储芯片+文旅地产 | | 600435 | 北方导航 | 3.44 | 2连板 | 卫星通信+军工制导+央企 | ...

智通财经1月7日讯，今日80股涨停，44股炸板，封板率为65%，胜通能源14连板，锋龙股份9连板，雷 科防务6连板，友邦吊顶5连板，城建发展4连板，美好医疗、志特新材20cm3连板，鲁信创投9天7板， 金风科技8天4板。沪指微涨录得14连阳，创业板指冲高回落。沪深两市成交额2.85万亿，较上一个交易 日放量476亿，成交额连续2个交易日超2.8万亿。盘面上，市场热点快速轮动，全市场超3100只个股下 跌。板块方面，煤炭、半导体设备、可控核聚变、旅游酒店板块涨幅居前；脑机接口、跨境支付、证 券、互联网金融板块跌幅居前。截至收盘，沪指涨0.05%，深成指涨0.06%，创业板指涨0.31%。 后市展望 连板晋级率降至37.20%，昨晚国晟科技、嘉美包装宣布停牌核查，高位股方面表现分化，胜通能源一 字涨停晋级14连板，但此前4连板的南兴股份以及3连板的农心科技均遭遇断板，2进3个股晋级率也降至 仅有三成。此前赚钱效应爆棚的高弹性方向今日遭遇批量瓦解，多只脑机接口概念20厘米人气股断板， 此前2连板的北证脑机概念股倍益康以及智能驾驶概念股汉鑫科技盘中均遭遇深幅调整。在高位股尚未 批量积出现负反馈前，市场仍有望维持热点间 ...

| 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板封单（万股） | 封单资金（万元） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 002195 | 岩山科技 | 9.44 | 1.70 | 31018.35 | 292813.21 | 计算机 | | 002931 | 锋龙股份 | 42.20 | 0.11 | 5324.02 | 224673.43 | 机械设备 | | 600783 | 鲁信创投 | 26.94 | 0.60 | 6620.95 | 178368.44 | 机械设备 | | 002173 | 创新医疗 | 28.63 | 1.63 | 5322.22 | 152375.25 | 医药生物 | | 002639 | 雪人集团 | 21.96 | 32.53 | 6755.22 | 148344.55 | 机械设备 | | 300346 | 南大光电 | 55.19 | 21.55 | 2186.58 | 120677.34 | 电子 | | 600775 | 南京熊猫 | 16.26 | 1.12 | 5754.1 ...

Market Overview - A-shares experienced a collective rise on January 6, with the Shanghai Composite Index increasing by 1.5% to 4083.67 points, the Shenzhen Component rising by 1.4% to 14022.55 points, and the Sci-Tech Innovation 50 Index leading with a gain of 1.84% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.81 trillion yuan, an increase of approximately 260.2 billion yuan compared to the previous trading day [1] - A total of 3844 stocks rose, while only 1201 stocks fell, indicating a significant profit-making effect in the market [1] Popular Stocks - The top ten popular stocks included: Ruoshans Technology, Haige Communication, Goldwind Technology, Shanzi High-Tech, Liou Co., Ltd., Leike Defense, Luxin Venture Capital, China Satellite Communications, Aerospace Electronics, and Beidou Star [1][2] Company Highlights - **Ruoshans Technology**: Stock price driven by innovations in AI PC, multi-modal AI, brain-computer interfaces, and intelligent driving. The company reported a 331% increase in net profit for the first three quarters and has partnerships with BYD and Huawei [3] - **Haige Communication**: Stock fluctuations attributed to advancements in multiple hot sectors, including BeiDou navigation and low-altitude economy. The company has launched a comprehensive management service platform for low-altitude flights [3] - **Goldwind Technology**: Stock price influenced by its involvement in commercial aerospace and marine engineering sectors, which are currently attracting significant market attention [3] - **Shanzi High-Tech**: Stock price increase driven by debt restructuring and new energy vehicle industry layout, becoming the only qualified investor for the restructuring of Nezha Automobile [4] - **Liou Co., Ltd.**: Stock performance supported by strategic investments in AI technologies and partnerships with major platforms like Huawei and Douyin, showing significant revenue growth [4] - **Leike Defense**: Stock price rise linked to the active commercial aerospace sector, with the company’s main business aligning with industry trends [4] - **Luxin Venture Capital**: Stock performance boosted by favorable policies and strategic investments in hard technology sectors, including the establishment of an AI venture capital fund [5] - **China Satellite Communications**: Stock influenced by the overall rise in the commercial aerospace sector, holding unique satellite resources [6] - **Aerospace Electronics**: Stock benefits from its technological advantages in telemetry and satellite navigation as part of the China Aerospace Science and Technology Corporation [6] - **Beidou Star**: Stock performance positively impacted by policies supporting low-altitude economy and satellite internet, as well as the demand for automotive-grade BeiDou chips [6]

Strong Stocks - The Shanghai Composite Index rose by 1.5% to close at 4083.67 points, while the Shenzhen Component Index increased by 1.4% to 14022.55 points, and the ChiNext Index gained 0.75% to 3319.29 points. A total of 141 stocks in the A-share market hit the daily limit [1] - The top three strong stocks based on consecutive trading days and turnover rate are: Lushin Investment (600783) with 8 consecutive days and a turnover rate of 11.29%, Yuyin Co., Ltd. (002177) with 5 consecutive days and a turnover rate of 47.71%, and Beidou Star (002151) with 6 consecutive days and a turnover rate of 16.89% [1] Strong Concept Sectors - The top three concept sectors based on percentage increase are: Hyperbaric Oxygen Chamber with a rise of 6.13%, Brain-Computer Interface with an increase of 5.74%, and Titanium Dioxide Concept with a growth of 5.08% [2][3] - The top ten concept sectors and their respective percentage changes include: Internet Insurance (4.31%), Domestic Aircraft Carrier (3.93%), Phosphate Chemical (3.34%), Metal Drill (3.25%), Metal Zinc (3.22%), Electronic Paper (3.14%), and Metal Aluminum (3.11%) [3]

1月6日，三大指数集体收涨，沪指高开高走，再创十年新高。截至收盘，沪指涨1.5%，报4083.67点，创10年新高；深证成指涨1.4%，报14022.55点；创业 板指涨0.75%，报3319.29点。量能持续放大，沪深两市成交额2.81万亿，较上一个交易日放量2602亿。盘面上，市场热点轮番活跃，全市场超4100只个股上 涨，多达143只个股涨停，连续两日超百股涨停。 从板块来看，商业航天概念持续爆发，十余只成分股涨停，鲁信创投8天6板，北斗星通、中国卫通6天4板。脑机接口概念延续强势，三博脑科、美好医疗、 创新医疗2连板。大金融板块集体拉升，华林证券、大智慧涨停。智能驾驶概念走强，万集科技、路畅科技等多股涨停。化工板块走高，中泰化学、潞化科 技、氯碱化工涨停。有色金属板块表现活跃，洛阳钼业、紫金矿业等多股创历史新高。 今日市场（不含ST股、退市股）共120股涨停，连板股总数43只，25股封板未遂，封板率为83%。焦点股方面，胜通能源13连板、嘉美包装16天12板、锋龙 股份8连板、鲁信创投8天6板、雷科防务5连板、浙江世宝14天7板、三博脑科2天2板。 一、板块异动 二、涨跌停温度 三、涨跌家数 四、涨停 ...

鲁信创投(600783)今日涨停，全天换手率11.29%，成交额18.96亿元，振幅18.83%。龙虎榜数据显示， 沪股通净买入226.05万元，营业部席位合计净买入2.41亿元。 上交所公开信息显示，当日该股因日振幅值达18.83%上榜，沪股通净买入226.05万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交5.90亿元，其中，买入成交额为4.16亿 元，卖出成交额为1.73亿元，合计净买入2.43亿元。 具体来看，今日上榜的营业部中，沪股通为第二大买入营业部及第一大卖出营业部，买入金额为 6771.74万元，卖出金额为6545.69万元，合计净买入226.05万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 中国银河证券股份有限公司大连黄河路证券营业部 | 20248.30 | | | 买二 | 沪股通专用 | 6771.74 | | | 买三 | 国泰海通证券股份有限公司总部 | 5293.54 | | | 买四 | 国泰海通证券股份有限公司北京知春路证券营业 ...