今日（12月9日）市场盘整，A股主要指数大多飘绿，百分百布局新质生产力的硬科技宽基——双创龙头 ETF（588330）逆市活跃，场内价格盘中涨超1.8%，现涨0.96%，冲击日线4连涨，当前居于所有均线上 方，技术面上行动能较强，实时成交额超7100万元，交投火热。 | 前景N 超级叠加 圆线 下层 (2) | | 双创龙头ETF 1 | 588330 | | --- | --- | --- | --- | | 2025/07/04-2025/12/09(107日)▼ | | | +0.969 | | | | SSE CNY 14:39:29 交易中 | 通融人 ■ 十 | | 0.990 | | 标书画史 | 华宝中证科创创业50ETF | | | 一方 | 14.84% 变 | 22134 | | | | 0.949 | 609 | | 0.900 | | 0.948 | 1623 | | | | 0.947 | 23315 | | | | 0.946 | 55566 | | | | 0.945 | 8423 | | -0.810 | | 0.944 | 10 | | | | 0.943 | 44266 ...

今日（12月9日）市场盘整，A股主要指数大多飘绿，百分百布局新质生产力的硬科技宽基——双创龙 头ETF（588330）逆市活跃，场内价格盘中涨超1.8%，现涨0.96%，冲击日线4连涨，当前居于所有均 线上方，技术面上行动能较强，实时成交额超7100万元，交投火热。 | 前屋权 超级香加 圆线 丁具 Q (2) | 双创龙头ETF ① | | 588330 | | --- | --- | --- | --- | | 振 2.46% 额 7119万 2025/07/04-2025/12/09(107日)▼ | | +0.009 +0.96% | | | | E CNY 14:39:29 交易中 | | 通融/ ● 十 | | 0.990 | 你们是我 | 华宝中证科创创业50ETF | | | | 三十 14.84% == | | 22134 | | 0.900 | 0.949 | | ୧୦୪ 1623 | | | 0.948 | | | | | 0.947 | | 23315 | | | 0.946 | | ટ્રેન્ટર | | | 0.945 | | 8423 | | 0.810 | 0.944 | | ...

Group 1: Market Performance - Leading stocks in the computing power sector showed significant performance, with stocks like Zhongji Xuchuang, Shenghong Technology, and Xinyi Sheng all experiencing notable price increases and high trading volumes [2][4] - Zhongji Xuchuang's stock price rose by 6.94%, reaching a new historical high with a market capitalization of 677.3 billion yuan, and its trading volume was 15.55 billion yuan, the highest in A-shares [4] - Currently, there are five stocks in A-shares with prices exceeding 600 yuan, including Hanwujing, Guizhou Moutai, Yuanjie Technology, Moer Thread, and Zhongji Xuchuang [2] Group 2: Sector Trends - The computing power industry chain continued to rise, with sectors such as optical modules, copper cables, and liquid-cooled servers seeing increases [5] - The recent listing of Moer Thread, which surged by 425.46%, has opened up valuation space for domestic computing power concept stocks, with more companies like Muxi Co. expected to list soon [5] Group 3: Consumer Sector - The consumer sector saw a rise, with retail, dairy, and food processing manufacturing sectors experiencing gains, leading to stocks like Central Mall and Maoye Commercial hitting their daily price limits [10] - The food and beverage industry is showing structural growth, with new demands and emerging channels contributing to the performance of traditional industry leaders [11] - Huachuang Securities recommends focusing on three main lines: traditional undervalued leading companies, opportunities in the restaurant supply chain, and growth-oriented companies in the beverage sector [11]

对于英伟达产业链上的中国企业而言，H200芯片的获批出口无疑是一针强心剂。概念股的上涨反映了 市场对相关企业能够获得先进芯片供应、提升产品竞争力的积极预期。这些公司作为英伟达的供应链合 作伙伴，或直接受益于H200芯片的对华出口。 市场情绪带动下，AI分支光电路交换机概念、高速铜连接概念，纷纷跟涨，陕西华达（301517.SZ） 20cm涨停，德科立涨（688205.SH）逾18%，太辰光（300570.SZ）涨超8%，普遍创下近期阶段新高。 12月9日，美国总统特朗普宣布批准英伟达向中国出口H200人工智能芯片同时"抽成25%"的消息，迅速 引发市场对英伟达板块的强烈反应。A股相关概念股集体高开，国产AI芯片企业则呈现分化走势。 相比之下，国产GPU企业表现分化。业内认为，这在一定程度上反映了市场对国产GPU替代英伟达芯片 的预期存在分歧，以及行业在面对国际竞争与技术进口时的复杂心态，短期内英伟达H200芯片或仍将 是AI计算领域的主流选择。 摩尔线程（688795.SH）小幅低开后快速翻红，截至发稿上涨3.22%，报613元；海光信息 （688041.SH）、寒武纪（688256.SH）等AI芯片龙头小幅 ...

来源：新浪基金∞工作室 12月9日，芯片龙头ETF（516640）开盘跌0.38%，报1.046元。芯片龙头ETF（516640）重仓股方面，中 芯国际开盘跌1.38%，寒武纪跌3.02%，海光信息跌1.33%，北方华创跌0.43%，澜起科技涨0.02%，兆易 创新跌0.88%，中微公司跌1.47%，豪威集团涨0.02%，芯原股份跌2.06%，长电科技跌0.43%。 芯片龙头ETF（516640）业绩比较基准为中证芯片产业指数收益率，管理人为富国基金管理有限公司， 基金经理为张圣贤，成立（2021-08-19）以来回报为5.16%，近一个月回报为-2.03%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

Core Viewpoint - Moores Threads has emerged as the "king of new stocks" in the A-share market, with its stock price soaring 468.78% on the first day of trading, reaching a market capitalization of over 300 billion yuan [1][2]. Company Overview - Founded by Zhang Jianzhong, a former Nvidia executive, Moores Threads aims to create a "full-function GPU" that integrates graphics rendering, AI computing, and scientific computing [2][3]. - The company has assembled a team of top talents from Nvidia, focusing on a unique technology route with its self-developed MUSA architecture [3][5]. Financial Performance - Moores Threads has experienced rapid growth since its establishment, securing significant financing and launching its first full-function GPU in 2021 [5][6]. - The company is projected to achieve revenues of 438 million yuan in 2024, earning the title of "Beijing unicorn" [6]. Market Position and Competition - Moores Threads is positioned as the "first domestic GPU stock," with its IPO application submitted in June 2025 and listing completed in December 2025 [7]. - The company faces significant competition from Nvidia and other established players, with notable gaps in technology and market presence [11][12]. Technology and Product Development - The MUSA architecture allows for compatibility with Nvidia's CUDA ecosystem, which is crucial for reducing developer migration costs [9][10]. - Moores Threads has developed a range of products, including the "Chunxiao" chip and gaming graphics card MTTS80, targeting various market segments [6][12]. Long-term Opportunities - The company aims to build a "full-scenario computing fusion ecosystem," positioning itself as a comprehensive computing platform in the domestic GPU market [17][19]. - With the increasing demand for integrated AI and graphics capabilities, Moores Threads is well-positioned to capitalize on emerging trends in AI, digital twins, and smart manufacturing [19][21]. Future Projections - The company plans to achieve profitability by 2027, similar to the trajectory of its competitor, Cambricon [11][14]. - Long-term goals include establishing a complete autonomous "Chinese GPU ecosystem" and becoming a global leader in full-function GPU supply [22].

证券日报网讯 12月8日，云汉芯城在互动平台回答投资者提问时表示，公司目前不是摩尔线程、沐曦股 份、寒武纪的授权代理商，公司平台目前暂无以上品牌的产品供应信息。 （文章来源：证券日报） ...

Core Viewpoint - The local stocks in Fujian have experienced a surge, with over 20 stocks hitting the daily limit up, indicating strong market activity and investor interest in the region [3][12]. Group 1: Market Performance - The Fujian sector's trading volume reached 1739.2 billion, with more than 20 stocks hitting the daily limit up [3]. - The CPO (Co-Packaged Optics) sector led the gains, with major players like Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication each exceeding 160 billion in trading volume [3]. - Tianfu Communication hit a historical high with a closing increase of 19.19%, bringing its market capitalization to 184.17 billion [3][8]. Group 2: Sector Highlights - The technology sector remains active, particularly in the computing power industry chain, with significant gains in CPO, F5G, optical fiber, and storage chip sectors [5]. - Companies like Dongtian Micro and Zhishang Technology achieved a daily limit up, while Tianfu Communication and Changguang Huaxin saw substantial price increases [5]. - The component sector also showed strong performance, with companies like Taijing Technology and Jingwang Electronics hitting the daily limit up [9]. Group 3: Policy and Development - The Xiamen Municipal Committee has proposed a plan to advance the digital transformation of the city, emphasizing the development of AI and digital infrastructure [12]. - The plan includes enhancing the supply of computing power, algorithms, and data to support the city's digital economy [12]. - There is a focus on regional collaborative development, strengthening transportation networks, and integrating into national markets [14].

沪深两市全天主力资金净流入26.02亿元，其中，科创板主力资金净流入27.46亿元，主力资金净流入的 有263只股，主力资金净流出的有328只股。 主力资金净流入排名 | 代码 | 简称 | 主力资金净流入（万元） | 主力资金流入率（%） | 涨跌幅（%） | 换手率（%） | | --- | --- | --- | --- | --- | --- | | 688256 | 寒武纪-U | 75884.83 | 5.48 | 4.63 | 2.36 | | 688027 | 国盾量子 | 40589.76 | 12.84 | 9.48 | 7.98 | | 688205 | 德科立 | 32527.80 | 11.12 | 13.19 | 13.96 | | 688981 | 中芯国际 | 32042.57 | 5.39 | 2.64 | 2.54 | | 688008 | 澜起科技 | 31163.12 | 8.48 | 3.25 | 2.61 | | 688072 | 拓荆科技 | 26372.84 | 13.68 | 1.70 | 2.25 | | 688195 | 腾景科技 | 25702.08 | ...

沪指12月8日上涨0.54%，申万所属行业中，今日上涨的有25个，涨幅居前的行业为通信、综合，涨幅 分别为4.79%、3.03%。电子行业位居今日涨幅榜第三。跌幅居前的行业为煤炭、石油石化，跌幅分别 为1.43%、0.84%。 资金面上看，两市主力资金全天净流入26.02亿元，今日有15个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨2.60%，全天净流入资金82.73亿元，其次是通信行业，日涨幅为 4.79%，净流入资金为23.87亿元。 主力资金净流出的行业有16个，国防军工行业主力资金净流出规模居首，全天净流出资金35.67亿元， 其次是医药生物行业，净流出资金为27.00亿元，净流出资金较多的还有食品饮料、基础化工、公用事 业等行业。 电子行业今日上涨2.60%，全天主力资金净流入82.73亿元，该行业所属的个股共472只，今日上涨的有 404只，涨停的有10只；下跌的有64只。以资金流向数据进行统计，该行业资金净流入的个股有237只， 其中，净流入资金超亿元的有38只，净流入资金居首的是香农芯创，今日净流入资金10.65亿元，紧随 其后的是胜宏科技、寒武纪-U，净流入资金分别为 ...