股价表现方面，特大单资金净流入超2亿元个股今日平均上涨8.48%，表现强于沪指。具体看，上述个 股今日全线上涨，股价以涨停收盘的有恒信东方（维权）、德科立等。 两市全天特大单净流出270.57亿元，其中33股特大单净流入超2亿元，胜宏科技特大单净流入17.43亿 元，特大单净流入资金居首。 沪指今日收盘下跌0.37%。资金面上看，沪深两市全天特大单净流出270.57亿元，共计1604股特大单净 流入，3014股特大单净流出。 从申万一级行业来看，今日有6个行业特大单资金净流入，商贸零售特大单净流入规模居首，净流入资 金12.74亿元，该行业指数今日上涨0.36%，其次是电子，今日上涨0.78%，净流入资金为6.23亿元，净 流入资金居前的还有综合、国防军工等行业。 特大单资金净流出的行业共有25个，净流出资金最多的是有色金属，特大单净流出资金56.54亿元，其 次是机械设备，特大单净流出资金32.03亿元，净流出资金居前的还有非银金融、计算机等行业。 具体到个股来看，33股特大单净流入超2亿元，胜宏科技特大单净流入17.43亿元，净流入资金规模居 首；工业富联特大单净流入资金11.46亿元，位列第二；净流入资 ...

证券之星消息，12月9日证券板块较上一交易日下跌1.21%，兴业证券领跌。当日上证指数报收于 3909.52，下跌0.37%。深证成指报收于13277.36，下跌0.39%。证券板块个股涨跌见下表： 从资金流向上来看，当日证券板块主力资金净流出35.3亿元，游资资金净流入8.18亿元，散户资金净流 入27.12亿元。证券板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

兴业证券指出，整体而言，12月政治局会议延续了"十五五"建议的精神，强调扩大内需和优化供给，我 们认为在需求侧刺激保持稳定的前提下，供给优化能够逐渐推动名义价格逐渐回升，有利于2026年企业 利润增长，有利于资本市场长期的健康发展。 ...

Core Viewpoint - The non-bank sector's effective timing indicator has seen a drop in trading volume share to 2%, historically indicating the potential for excess returns when combined with external catalysts [1][2]. Group 1: Non-Bank Sector Indicators - The trading volume share of the non-bank sector fell to 2%, with a previous low of 1.5% observed [2]. - External catalysts, such as the adjustment of investment risk factors by insurance funds and proposals to expand broker capital space and leverage limits, have triggered excess returns in the non-bank sector [2]. Group 2: Historical Trends and Market Behavior - Historical data shows that non-bank sector movements (daily gains over 3%) during the year-end and early-year window often signal the start of a volatile market [3]. - Since 2010, in 15 instances of year-end and early-year windows, 7 were accompanied by non-bank sector movements, indicating a correlation with the initiation of volatile market conditions [3]. Group 3: Market Performance Post Non-Bank Movements - Following non-bank sector movements, the overall market typically experiences an upward trend, with average increases of 6.8%, 9%, and 12.8% over the subsequent 10, 20, and 30 trading days, respectively [6]. - In the 20 trading days following non-bank movements, indices such as the Shanghai 50, CSI 300, and CSI 1000 have shown superior performance, with large-cap growth and value styles leading in average returns [9].

Group 1 - The Cross-Strait concept index rose by 2.98%, ranking 10th among concept sectors, with 213 stocks increasing in value [1][2] - Notable gainers included Hongxiang Co., which hit the 20% limit up, along with Minfa Aluminum, Fengzhu Textile, and Xiamen Xinda, which also reached the limit up [1] - Leading stocks in terms of percentage increase included Guangpu Co. (up 10.53%), Zhongneng Electric (up 9.27%), and Yaxiang Integration (up 8.79%) [1] Group 2 - The Cross-Strait concept sector saw a net inflow of 1.954 billion yuan, with 105 stocks receiving net inflows and 21 stocks exceeding 100 million yuan in net inflows [2] - The top stock for net inflow was Industrial Securities, with a net inflow of 802 million yuan, followed by Fulongma (693 million yuan), Yonghui Supermarket (482 million yuan), and Industrial Fulian (474 million yuan) [2][3] Group 3 - Stocks with the highest net inflow ratios included Annie Co. (87.29%), Longzhou Co. (79.54%), and Anji Food (69.93%) [3] - The top stocks in the Cross-Strait concept sector based on net inflow included Industrial Securities (up 6.94%), Fulongma (up 10.00%), and Yonghui Supermarket (up 9.92%) [3][4]

| 002335 科华数 | 2.85 | 7.53 | 21331.72 | 11.1 1 | | --- | --- | --- | --- | --- | | 据 | | | | | | 东百集 600693 | 10.01 | 10.31 | 19961.88 | 20.32 | | 团 | | | | | | 红相股 300427 | 19.98 | 24.31 | 15858.54 | 10.57 | | 份 | | | | | | 紫金矿 601899 | 0.57 | 1.00 | 14202.43 | 2.19 | | 业 | | | | | | 厦门钨 600549 | 3.86 | 3.62 | 9373.71 | 4.56 | | 业 | | | | | | 昇兴股 002752 份 | 10.01 | 4.70 | 9235.50 | 26.27 | | 厦门空 | | | | | | 600897 港 | 10.00 | 4.23 | 8323.08 | 26.14 | | 弘信电 300657 子 | 4.39 | 8.86 | 7811.02 | 6.18 | | 002264 ...

| 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 □ ...

【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 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%。 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、能源设备板块领跌。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 光模块(CPO电路交换机( | | 光通信 | 光芯片 | 玻璃纤维 | 通信设备 | 电子元器件 | 券商 | 电脑硬件 | 航天军工 | | 8.79% | 6.60% | 6.50% | 6.04% | 4.89% ...

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 ...