今日涨跌幅居前的概念板块 | 603011 | 合锻智能 | -4.35 | 19.78 | -6893.16 | | --- | --- | --- | --- | --- | | 603220 | 中贝通信 | -4.83 | 3.07 | -6886.66 | | 300757 | 罗博特科 | -6.07 | 3.17 | -6313.21 | | 688167 | 炬光科技 | -5.45 | 5.39 | -6006.31 | | 300408 | 三环集团 | -2.64 | 0.87 | -5951.72 | | 001267 | 汇绿生态 | -2.52 | 7.75 | -5809.86 | | 300913 | 兆龙互连 | -5.19 | 3.31 | -5562.82 | | 603228 | 景旺电子 | -3.56 | 2.46 | -5395.91 | | 000021 | 深科技 | -2.71 | 2.46 | -5380.55 | | 300252 | 金信诺 | -2.44 | 5.59 | -4808.54 | | 300303 | 聚飞光电 | -1.87 | 3. ...

截至12月15日收盘，同花顺果指数概念下跌2.08%，位居概念板块跌幅榜前列，板块内，东山精密、立 讯精密、长盈精密等跌幅居前，股价上涨的有2只，涨幅居前的有信维通信、环旭电子等，分别上涨 5.56%、5.17%。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300115 | 长盈精密 | -4.96 | 9.14 | -142089.59 | | 002475 | 立讯精密 | -5.00 | 1.69 | -137505.45 | | 601138 | 工业富联 | -4.23 | 0.69 | -95017.62 | | 002600 | 领益智造 | -3.25 | 2.38 | -37389.17 | | 002241 | 歌尔股份 | -2.94 | 1.98 | -28919.05 | | 300433 | 蓝思科技 | -3.33 | 1.54 | -18798.94 | | 600745 | 闻泰科技 | -2.76 | 2.62 | -18617.13 | | 002938 ...

Market Overview - The Shanghai Composite Index fell by 0.55% on December 15, with 13 sectors rising, led by non-bank financials and retail, which increased by 1.59% and 1.49% respectively. The electronic sector experienced the largest decline at 2.42% [2] - The net outflow of capital from the two markets was 47.184 billion yuan, with 8 sectors seeing net inflows. The defense and military industry had the highest net inflow of 2.287 billion yuan, rising by 0.83%, followed by the food and beverage sector with a net inflow of 1.124 billion yuan and a daily increase of 0.67% [2] Electronic Industry Performance - The electronic sector saw a decline of 2.42%, with a total net capital outflow of 16.331 billion yuan. Out of 472 stocks in this sector, 99 rose, 2 hit the daily limit up, while 367 fell, with 1 hitting the daily limit down [3] - Among the stocks with net inflows, 146 saw capital inflows, with 8 stocks receiving over 100 million yuan. The top inflow was for Huaying Technology, which received 341 million yuan, followed by Xinwei Communication and Zhenray Technology with inflows of 254 million yuan and 219 million yuan respectively [3] - The stocks with the largest net outflows included Changying Precision, Lixun Precision, and Industrial Fulian, with outflows of 1.421 billion yuan, 1.375 billion yuan, and 950 million yuan respectively [3][5] Capital Flow in Electronic Sector - The top stocks with capital inflows included: - Huaying Technology: +9.96%, 341.12 million yuan - Xinwei Communication: +5.56%, 253.65 million yuan - Zhenray Technology: +12.07%, 219.19 million yuan [4] - The stocks with the largest capital outflows included: - Changying Precision: -4.96%, -1.42089 billion yuan - Lixun Precision: -5.00%, -1.37505 billion yuan - Industrial Fulian: -4.23%, -950.17 million yuan [5]

零售表现强势，百大集团、广百股份涨停。 保险板块走强，中国平安涨近5%创4年多新高。 12月15日，市场震荡调整，沪指盘中翻红后再度回落，创业板指低开低走。截至收盘，沪指跌0.55%，深成指跌1.1%，创业板指跌1.77%。 盘面上，市场热点快速轮动，全市场超2900只个股下跌。从板块来看， 大消费方向大涨，其中白酒概念开盘活跃，中锐股份2连板； 乳业概念快速拉升，皇氏集团、阳光乳业涨停； 算力硬件概念走弱，长飞光纤触及跌停。 沪深两市成交额1.77万亿元，较上一个交易日缩量3188亿。 个股方面，南财金融终端数据显示，中际旭创全天成交额超173亿元居首，新易盛成交额超165亿元排名第二，胜宏科技、航天发展、中国平安的成交 额均在100亿元以上。 | 沪深A股 | | | | | | 基金 债券 沪深B股 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 沢深A股 | 上证A股 | 深证A股 | 创业板 科创板 | 风险警示 | | | | | | | | | 代码 | | 名称 | ...

据交易所数据显示，截至12月15日午后一小时，主力资金流出前20的股票分别为：长盈精密（-12.66亿 元）、立讯精密（-11.14亿元）、航天发展（-9.16亿元）、阳光电源（-8.70亿元）、工业富联（-7.51亿 元）、中科曙光（-6.58亿元）、三花智控（-5.70亿元）、胜宏科技（-5.46亿元）、华工科技（-5.10亿 元）、中兴通讯（-4.97亿元）、特变电工（-4.75亿元）、和而泰（-4.72亿元）、航天动力（-4.60亿 元）、摩尔线程-U（-4.51亿元）、永鼎股份（-4.42亿元）、博纳影业（-4.37亿元）、华友钴业（-4.15 亿元）、长芯博创（-4.15亿元）、剑桥科技（-4.13亿元）、紫金矿业（-3.90亿元）。 ...

12月15日，AI算力产业链震荡调整，午后跌幅扩大。截至13点44分，创业板人工智能ETF华夏 （159381）下跌1.70%；云计算50ETF（516630）下跌1.18%；5G通信ETF（515050）下跌2.50%。 临近年末，尽管算力板块波动加剧，但资金仍在积极布局，近4个交易日，光模块CPO概念股权重占比 超57%且同类费率最低的创业板人工智能ETF华夏（159381）获得资金连续净流入，累计吸金超2.9亿 元。 消息面上，近日，OpenAI发布企业级AI现状报告。根据报告数据，2025年企业端AI调用量同比增长8 倍，其中企业定制化GPT的使用量增长19倍；价值评估方面，75%的员工效率有所提升，平均每名员工 每天节约40-60分钟，能力平权和人员降本价值凸显；行业细分来看，客户数增速中位数是6倍，模型落 地渗透率仍有极大提升空间。 中信证券表示，展望2026年，我们认为以底层强化学习技术进步为基础，模型逻辑推理能力将进一步提 升，支撑各领域Agent落地，带动企业端AI从降本到增收打开落地空间，其中数据分析、代码生成、人 力招聘、销售辅助、智能客服等场景需求较为清晰。建议持续关注AI在财务、人力 ...

从行业情况来看，上周申万一级31个行业中有23个行业融资余额增加，电子、通信、有色金属行业融资净买入金额居 前，分别为60.43亿元、37.67亿元、19.56亿元。 上周A股市场震荡分化，Wind数据显示，截至12月12日，A股两融余额报25014.04亿元，融资余额报24837.32亿元，上 周A股市场融资余额增加196.21亿元。 具体来看，上周的5个交易日中，12月8日A股融资余额增加186.32亿元，12月9日增加101.53亿元，12月10日增加35.10 亿元，12月11日减少62.60亿元，12月12日减少64.14亿元。 | 证券代码 | 证券简称 | | 期间涨跌幅 融资融券余额 | 融资余额 | 融资净买入额 | | --- | --- | --- | --- | --- | --- | | | | (%) | (万元) | (万元) | (万元) | | 300502. SZ | 新易盛 | 13. 37 | 2066187.87 | 2056515. 50 | 265206. 38 | | 300476. SZ | 胜宏科技 | 11. 20 | 1663739.80 | 16520 ...

截至2025年12月15日 10:40，上证180指数(000010)上涨0.13%，成分股招商轮船(601872)上涨4.77%，中 国平安(601318)上涨4.62%，中国太保(601601)上涨4.34%，洛阳钼业(603993)上涨3.75%，华鲁恒升 (600426)上涨3.59%。上证180ETF指数基金(530280)上涨0.17%，最新价报1.2元。 消息面上，11月份，全国规模以上工业增加值同比增长4.8%。在产业升级发展带动下，技术含量和附 加值交稿的装备制造业快速发展。11月份，装备制造业快速发展，增加值同比增长7.7%，继续快于全 部规模以上工业增加值，对规模以上业增加值增长的贡献率达到56.4%。 上证180ETF指数基金紧密跟踪上证180指数，上证180指数从沪市证券中选取市值规模较大、流动性较 好的180只证券作为样本，反映上海证券市场核心上市公司证券整体表现。 数据显示，截至2025年11月28日，上证180指数(000010)前十大权重股分别为贵州茅台(600519)、紫金矿 业(601899)、恒瑞医药(600276)、中国平安(601318)、寒武纪(688256)、药 ...

Group 1: Industry Overview - The computer industry has shown steady revenue growth and improved profit margins, with total revenue reaching 939.34 billion yuan in the first three quarters of 2025, a year-on-year increase of 9.4% [11] - The software development sub-industry has seen significant profit improvements, while the computer equipment sub-industry remains relatively high in terms of market sentiment [11] - The industry has experienced a volatile upward trend since the beginning of 2025, with the computer industry index rising by 18.54% as of November 28, 2025, outperforming the CSI 300 index by 3.5 percentage points [18] Group 2: Algorithm and Applications - The global landscape of large models is rapidly evolving, with significant competition among closed-source models from companies like Google, Anthropic, and OpenAI, while domestic open-source models like Kimi K2 and MiniMax-M2 maintain a leading position [27][30] - The focus of large model applications is shifting towards programming, enterprise services, and office productivity tools, indicating a convergence in the market [42] - The integration of multi-modal capabilities and AI agents is becoming a competitive focal point in the large model market, expanding the boundaries of model tasks [32][34] Group 3: Computing Power - The AI computing power market is experiencing high demand, with the global AI server market projected to grow at a CAGR of 15.5% from 2024 to 2028, while China's market is expected to grow at a CAGR of 30.6% during the same period [10] - The domestic AI computing power chip industry is poised for growth due to strong policy support and increasing downstream demand, with a clear trend towards self-sufficiency [10][22] Group 4: Intelligent Driving - The penetration rate of Navigate on Autopilot (NOA) features is increasing, indicating a rapid commercialization of the intelligent driving industry in China, with the market size expected to exceed 300 billion yuan by 2030 [4] - Major players like Tesla and Xpeng are advancing their intelligent driving technologies, with significant updates and new model releases enhancing their market positions [4][5] Group 5: Investment Recommendations - The report maintains a "stronger than market" rating for the computer industry, highlighting investment opportunities in AI computing power, algorithms, and intelligent driving sectors [5] - Specific stock recommendations include companies like Zhongke Chuangda, Haiguang Information, and Industrial Fulian in the AI computing power segment, and companies like Daotong Technology and Kingsoft Office in the AI algorithm and application space [5][6]

在中央经济工作会议提振下，12月12日A股放量上涨，成交额重上2万亿元，但分化显著，仅2683只个股收涨。电力设 备掀涨停潮，算力概念则相对逊色。 受访人士表示，短期处于政策与数据真空期，难现连续拉升，震荡仍是主基调。电力设备、通信、国防军工等科技股 既契合政策导向，业绩确定性又高，获资金持续扫货。而大消费因业绩拐点未现，暂被冷落。 单日成交额增至2.12万亿元 指数温和收高，深市强于沪市。沪指收涨0.41%报3889.35点，创业板指收涨0.97%报3194.36点，深证成指收涨0.84%。 沪深300、上证50、北证50微涨，科创50收涨1.74%。 但交投活跃度明显提升，今日成交额达2.12万亿元，较前一日大增2337亿元。杠杆资金热度较高，截至12月11日，沪 深京两融余额约为2.51万亿元。 | 名称 | . | 涨幅% ↓ | 涨停家数 | 跌停家数 | 成交额 | 年初至今张幅% | 5日涨幅% | | --- | --- | --- | --- | --- | --- | --- | --- | | 有色金属(中万) | | 1.50 | 3 | 0 | 1197亿 | 79.60 | -0. ...