| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601377 | 兴业证券 | 7.70 | 6.94% | 829.99万 | | 64.86 乙 | | 000686 | 东北证券 | 9.61 | 4.12% | 154.40万 | | 15.03亿 | | 601688 | 华泰证券 | 22.66 | 3.94% | 158.21万 | | 266.55 | | 601211 | 圖泰海通 | 20.38 | 3.29% | 232.95万 | | 47.69亿 | | 600909 | 华安证券 | 6.68 | 3.09% | 129.95万 | | 8.73亿 | | 600030 | 中信证券 | 28.70 | 3.02% | 314.62万 | | 90.58亿 | | 002736 | 国信证券 | 13.48 | 2.74% | 67.93万 | | 2616 | | 600958 | 东方证券 | 10.81 | 2.66% | 161.80万 | | ...

一、【早盘盘面回顾】 智通财经12月8日讯，市场早盘震荡反弹，深成指涨超1%，创业板指涨超3%。沪深两市半日成交额1.29 万亿，较上个交易日放量2971亿。盘面上热点快速轮动，全市场超3500只个股上涨。从板块来看，算力 硬件概念爆发，天孚通信20cm涨停创新高，中际旭创涨超8%创新高。商业航天概念延续强势，顺灏股 份7天6板，龙洲股份、航天动力等10余股涨停。福建板块持续活跃，实达集团13天8板，安记食品5连 板。下跌方面，煤炭板块走弱，安泰集团、陕西黑猫下挫。截至收盘，沪指涨0.62%，深成指涨 1.55%，创业板指涨3.02%。 个股来看，今日早盘涨停数量为59家（不包括ST及未开板新股），封板率为73%，连板股数量为22家， 安记食品5连板，龙洲股份4连板，双星新材、舒华体育3连板。 板块上，算力硬件方向涨幅居前，东田微、天孚通信双双20CM涨停，中际旭创涨超8%再创历史新高， 致尚科技、光库科技、源杰科技、罗博特科等个股涨超10%。 | CPO +7.30% + 自选 | | | ( W | | --- | --- | --- | --- | | 股票池 | 未上市公司 | | 2 只看最正宗 □ ...

Market Overview - The A-share market saw a collective rise in the three major indices, with the ChiNext Index increasing over 3% and the Growth Enterprise Index rising over 5% [1] - The Shanghai Composite Index closed at 3927.19 points, up 0.62%, while the Shenzhen Component Index rose by 1.55% and the ChiNext Index increased by 3.02% [1] Trading Volume and Stock Performance - The trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion yuan, an increase of 297.1 billion yuan compared to the previous trading day [2] - A total of 3549 stocks rose, with 62 hitting the daily limit, while 1692 stocks declined [2] Sector Performance - The technology sector experienced significant gains, particularly in communication equipment, electronic components, computer hardware, and aerospace military industries, with notable increases in CPO, 6G, storage chips, commercial aerospace, and photolithography stocks [2][3] - Conversely, the coal, oil and chemical, and energy equipment sectors faced declines [2][3] Notable Stock Movements - CPO stocks surged, with companies like Zhongji Xuchuang and Xinyi Sheng rising by 8.1% and 9.4% respectively, reaching market capitalizations of 645 billion yuan and 410.5 billion yuan [6][8] - Tianfu Communication recorded a 20% increase, reaching a historical high with a market cap of 185.4 billion yuan [7][8] Commercial Aerospace Sector - The commercial aerospace sector continued to strengthen, with stocks like Tianjian Technology and Aerospace Power hitting the daily limit, while Guanglian Aviation rose over 13% [9] - Recent developments include the launch of the Zhuque-3 rocket, which completed its mission despite a recovery failure, and advancements in reusable rocket technology by Blue Arrow Aerospace [9] Financial Sector Performance - The financial sector, particularly brokerage stocks, saw a significant rise, with firms like Industrial Securities and Ruida Futures hitting the daily limit [10][11] - The China Securities Regulatory Commission announced plans to optimize regulations for quality institutions, which may benefit mid-sized and foreign brokerages [11] Storage Chip Sector - The storage chip sector showed strong performance, with companies like Chengbang Co. and Demingli hitting the daily limit, driven by rising prices of DDR4 memory and SSDs [12][13]

截至2025年12月8日 13:30，国证证券龙头指数(399437)强势上涨3.56%，成分股兴业证券(601377)上涨 10.00%，华泰证券(601688)上涨4.95%，国泰海通(601211)上涨4.41%，中信证券(600030)，国信证券 (002736)等个股跟涨。证券ETF龙头(159993)上涨3.50%， 冲击3连涨。最新价报1.33元。 证券ETF龙头紧密跟踪国证证券龙头指数，为反映沪深市场证券主题优质上市公司的市场表现，并为投 资者提供更丰富的指数化投资工具，编制国证证券龙头指数。 政策催化下，金融板块持续走高，消息面上，证监会相关负责人表示，将着力强化分类监管、"扶优限 劣"。对优质机构适当"松绑"，进一步优化风控指标，适度打开资本空间和杠杆限制，提升资本利用效 率；对中小券商、外资券商在分类评价、业务准入等方面探索实施差异化监管，促进特色化发展；对于 少数问题券商要依法从严监管，违法的从严惩治。此外，今年以来，在资本市场向好走势带动下，券商 业绩表现亮眼。前三季度，43家A股上市券商合计净利润同比增长62.48%。 数据显示，截至2025年11月28日，国证证券龙头指数(399 ...

来源：牛马的江湖 近日，证券从业系统已经查不到李双亮的信息。李双亮先生曾担任兴业证券电子行业首席分析师，2024 年8月，他从兴业证券离职，并加盟东方财富证券，担任东方财富电子行业首席分析师。1年多之后，他 再次离任，暂不清楚下一站。 责任编辑：杨赐 来源：牛马的江湖 近日，证券从业系统已经查不到李双亮的信息。李双亮先生曾担任兴业证券电子行业首席分析师，2024 年8月，他从兴业证券离职，并加盟东方财富证券，担任东方财富电子行业首席分析师。1年多之后，他 再次离任，暂不清楚下一站。 责任编辑：杨赐 ...

Market Overview - A-shares experienced a significant rally on December 8, with all three major indices rising collectively, the ChiNext Index up over 3%, and the Growth Enterprise Index up over 5% [1] - The Shanghai Composite Index closed at 3927.19 points, up 0.62%, while the Shenzhen Component Index rose by 1.55% and the ChiNext Index increased by 3.02% [1] Trading Volume and Market Sentiment - The trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion yuan, an increase of 297.1 billion yuan compared to the previous trading day [3] - A total of 3549 stocks rose, with 62 hitting the daily limit, while 1692 stocks declined [3] Sector Performance - The technology sector saw substantial gains, particularly in communication equipment, electronic components, computer hardware, and aerospace military industries, with significant increases in stocks related to optical modules (CPO), 6G, storage chips, commercial aerospace, and photolithography machines [3] - Conversely, coal, petrochemical, and energy equipment sectors lagged behind, with notable declines [3] Notable Stock Movements - The CPO concept stocks surged, with Zhongji Xuchuang reaching a new high, up 8.1% to 580.53 yuan per share, with a market cap of 645 billion yuan [6] - Tianfu Communication recorded a 20% limit-up, reaching 238.5 yuan per share, also marking a historical high with a market cap of 185.4 billion yuan [8] - New Yisheng rose by 9.4% to 413 yuan per share, with a market cap of 410.5 billion yuan [7] Commercial Aerospace Sector - The commercial aerospace sector continued to strengthen, with stocks like Tianjian Technology, Aerospace Power, and Aerospace Development hitting the daily limit, while Guanglian Aviation rose over 13% [12] - The recent successful launch of the Zhuque-3 rocket and advancements in reusable rocket technology were highlighted as key developments in this sector [14] Financial Sector Performance - The financial sector, particularly brokerage stocks, saw a strong performance with firms like Industrial Securities and Ruida Futures hitting the daily limit [15] - The China Securities Regulatory Commission indicated plans to enhance the regulatory environment for quality institutions, which may positively impact the financial sector [15] Storage Chip Sector - The storage chip sector showed resilience, with stocks like Chengbang Co. and Demingli hitting the daily limit, and Jiangbolong rising over 10% [17] - Recent reports indicated a significant increase in the prices of storage chips, leading to a "hoarding" phenomenon among traders [17]

今天（12月8日）上午A股市场主要指数走高，"牛市旗手"券商板块爆发，成为上午市场主要亮点之一。 恒生指数上午走低 港股市场泡泡玛特盘中大跌 消息面上，证监会主席吴清在中国证券业协会第八次会员大会上的致辞中表示，各证券公司要立足自身资源禀赋，发挥好比较优势，从价格竞争加快转向 价值竞争。头部机构要保持时不我待、不进则退的紧迫感，在市场竞争力、客户和投资者服务、风险管理等方面树标杆、做表率。要进一步增强资源整合 的意识和能力，用好并购重组机制和工具，实现优势互补、高效配置，力争在"十五五"时期形成若干家具有较大国际影响力的头部机构。需要强调的是， 一流投行不是头部机构的"专属"、"专利"，中小机构也要把握优势、错位发展，在细分领域、特色客群、重点区域等方面集中资源、深耕细作，努力打 造"小而美"的精品投行、特色投行和特色服务商。监管政策上，将着力强化分类监管、"扶优限劣"。 吴清表示，对优质机构适当"松绑"，进一步优化风控 指标，适度打开资本空间和杠杆限制，提升资本利用效率；对中小券商、外资券商在分类评价、业务准入等方面探索实施差异化监管，促进特色化发展； 对于少数问题券商要依法从严监管，违法的从严惩治。 其他 ...

| 実部 龙头股 | 3日内有涨停 | 连板 | 连续３日主力净流入 | | --- | --- | --- | --- | | 名称/代码 | | 最新 ◆ | 涨幅 ◆ 5日涨幅 ◆ ▶ | | 兴业证券 | | | 7.92 +10.00% +15.45% | | 601377 融 | | | | | 领涨龙头1 首板 | 最终涨停10:37 | | | | 东北证券 | | 9.71 | +5.20% +5.43% | | 000686 融 | | | | | 华泰证券 | | 22.73 | +4.27% +6.21% | | 601688 融 | | | | | 人气龙头 2 | | | | | 国泰海通 | | 20.55 | +4.16% +4.74% | | 601211 融 | | | | | 领涨龙头3 | | | | 本报记者 于宏 12月8日上午，三大指数集体上涨，证券板块表现活跃，板块内个股全线上涨，截至午间收盘，A股证券板块上涨2.09%，成交额超517亿元，主力资金净 流入额超27亿元。 除因并购重组事项停牌的中金公司（601995）、信达证券（601059）、东兴证券外，板块 ...

Market Overview - On December 8, A-shares saw a collective surge, with the ChiNext Index rising over 3% and the Growth Enterprise Index increasing by more than 5% [2] - The Shanghai Composite Index closed at 3927.19 points, up 0.62%, while the Shenzhen Component Index rose by 1.55% [2] Trading Volume and Stock Performance - The trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion yuan, an increase of 297.1 billion yuan compared to the previous trading day [3] - A total of 3549 stocks rose, with 62 hitting the daily limit, while 1692 stocks declined [3] Sector Performance - The technology sector experienced significant gains, particularly in communication equipment, electronic components, computer hardware, and aerospace military industries [3] - Notable concept stocks such as optical modules (CPO), 6G, storage chips, commercial aerospace, and photolithography saw substantial increases, while coal, petrochemicals, and energy equipment sectors lagged [3] Key Stock Movements - The CPO concept stocks surged, with companies like Zhongji Xuchuang reaching a historical high with an 8.1% increase, bringing its market value to 645 billion yuan [7] - Tianfu Communication recorded a 20% limit-up, reaching a historical high of 238.5 yuan per share, with a market value of 185.4 billion yuan [11] - Other notable performers included Guanglian Aviation, which rose over 13%, and several aerospace companies that recorded limit-up gains [16] Broker Stocks Rally - Financial stocks, particularly brokerage firms, saw a strong rally, with firms like Industrial Securities and Ruida Futures hitting the daily limit [20] - The China Securities Regulatory Commission indicated plans to accelerate the development of top-tier investment banks and institutions, which may positively impact the brokerage sector [20] Storage Chip Sector - The storage chip sector showed resilience, with stocks like Chengbang Co. and Demingli hitting the daily limit, and Jiangbolong rising over 10% [23] - Recent reports indicated a significant increase in the prices of storage chips, with DDR4 memory and SSDs experiencing notable price hikes, leading to a "hoarding" phenomenon among traders [25]

【导读】上午三大指数集体上涨，大科技爆发， CPO 强势拉升，煤炭等板块走弱 中国基金报记者 张舟 大家好，新的一周又开始了！基金君和你继续关注今天的市场行情！ 12 月 8 日上午， A 股三大股指集体大涨，创业板指涨超 3% ，创成长指数涨超 5% 。 截至午间收盘，沪指报 3927.19 点，涨 0.62% ，深证成指涨 1.55% ，创业板指涨 3.02% 。 | 今开:3119.15 | 成交量:1.40亿手 | 换手:2 | | --- | --- | --- | | 昨收:3109.30 | 成交额：3795.34亿 | 量比： 1 | | 上涨:734 | 振幅: 2.77% | 平盘:3 | | 下跌:174 | 总市值: 17.73万亿 | | 沪深两市半日成交额为 1.29 万亿元，较上个交易日放量 2971 亿元。 个股涨多跌少，全市 场共 3549 只个股上涨， 62 只个股涨停，有 1692 只个股下跌。 从板块看，大科技板块大幅上涨，通信设备、电子元器件、电脑硬件、航天军工等板块强势 拉升，光模块（ CPO ）、 6G 、存储芯片、商业航天、光刻机等概念股大涨；而煤炭、石油 化工 ...