主线热点 2026年1月12日凌晨，谷歌宣布与沃尔玛、塔吉特、Wayfair、Etsy等全球头部零售商达成合作，并正式 开源面向电商领域的AI智能体协议通用商业协议。隔夜美股中概股集体走强，阿里巴巴大涨10%。此前 受到马斯克宣布在7天内开源X最新一代推荐算法提振的AI应用端延续强势，GEO概念天龙集团、引力 传媒、利欧股份、三维通信实现连板晋级，不过20厘米中军蓝色光标放量巨震，仍受到其进入重点监控 名单影响，拖累弹性方向人气股流金科技、易点天下、值得买等纷纷炸板回落。整个应用端连板高度和 连板股家数的显著减少，对于弹性方向的赚钱效应压制明显。不过随着今日分歧的率先释放，若市场短 线情绪能够企稳，不排除20厘米方向部分个股存在反包修复可能。 英伟达宣布，将在未来五年内与礼来共同投资10亿美元建立人工智能药物实验室。AI医疗、AI制药概 念受此消息刺激双双爆发，泓博医药、美年健康一字涨停，带动思创医惠、诺思格、博济医药、贝瑞基 因等多股涨停。综合多券商研报观点，AI制药核心价值在于大幅提升药物早研效率，候选药物从靶点 发现到临床前候选药物确认时间有望显著缩短三分之二以上，因此一些主营聚焦于临床前试验的CXO ...

Group 1 - The market saw a total of 66 stocks hitting the daily limit up, with 29 stocks achieving consecutive limit ups, and 61 stocks failing to maintain their limit up status, resulting in a limit up rate of 52% (excluding ST and delisted stocks) [1] - Key focus stocks included Fenglong Co., which experienced a 13-day consecutive limit up, and Aoyuan Ceiling, which achieved 7 limit ups in 9 days [1] - The commercial aerospace concept stock Luxin Chuangtou recorded 11 limit ups over 13 days, while AI application stock Yili Media had 6 limit ups in 7 days [1]

Market Overview - The A-share market experienced fluctuations, with the Shanghai Composite Index slightly down by 0.03%, the Shenzhen Component down by 0.31%, the ChiNext down by 0.83%, and the Sci-Tech Innovation Board down by 1.55% as of the midday close [2] - The total trading volume in the Shanghai and Shenzhen markets reached 24,684 billion [2] AI Application Sector - Over 2,400 stocks in the market saw an increase, with AI application concepts remaining active. Notable performers include Yingli Media with six consecutive trading limits and Tianlong Group achieving three "20cm" limit-ups [4] - AI medical stocks also showed renewed activity, with Meiyan Health and Dian Diagnostics both achieving three consecutive limit-ups [4] Robotics Sector - Robotics stocks strengthened during the session, with Fenglong Co. achieving 13 consecutive limit-ups. Other stocks like Zhongkong Technology and Buke Co. rose over 10% [5] - According to Omdia's report, global humanoid robot shipments are expected to reach 13,000 units by 2025, with Chinese manufacturers leading the market [7] Investment in AI Medical - The AI medical sector saw a collective rise in pharmaceutical stocks, with several companies like Nossger and Rongchang Bio hitting the 20% limit-up mark [11] - Nvidia plans to invest $1 billion with Eli Lilly over the next five years to establish an AI drug laboratory, aiming to accelerate medical discoveries and production [13] - Citic Securities highlights the significant application value of AI in enhancing medical device functions and clinical decision-making, suggesting that the sector is a key area for investment opportunities [13] Future Projections - IDC forecasts that by 2025, user spending on intelligent robots in China will exceed $1.4 billion, soaring to $77 billion by 2030, with a compound annual growth rate of 94% [8] - Morgan Stanley predicts that the humanoid robot market could reach $5 trillion by 2050, with a deployment of 1 billion units, equating to one humanoid robot for every ten people [8] - Open Source Securities anticipates a significant transition in the humanoid robot industry from "0-1" to "1-10" by 2025, driven by technological convergence [9]

步科股份、大鹏工业涨超10%，锋龙股份13连板，绿的谐波、五洲新春、美湖股份、斯菱智驱跟涨。 ...

来源：市场资讯 交易所数据显示，2026年1月12日09时25分，锋龙股份涨幅为10.01%，12个交易日内录得12个涨停，最 新价56.17元，总市值122.73亿元，封板资金37.06亿元，成交额0.12亿元，换手率0.10%。开盘价为56.17 元，开盘以高开姿态启动当日交易。 市场炒作锋龙股份的核心逻辑在于优必选拟入主公司，优必选聚焦智能机器人尤其是人形机器人的研发 设计制造与商业化，锋龙股份拥有扎实的精密制造能力、成熟的供应链体系与广泛客户基础，双方业务 协同互补。 消息面上，自变量机器人完成10亿元融资，字节跳动、美团、阿里同时参与投资。工业和信息化部人形 机器人与具身智能标准化技术委员会已成立，将在相关领域制修订行业标准。 政策支持具身智能应用落地，人形机器人产业相关资本端动作频繁，商业化进程持续推进。 声明：本内容由AI生成，数据资料来自于交易所及第三方公开信息，仅供参考，不构成投资建议。 ...

每经AI快讯，1月12日，Wind数据显示，A股市场共计202只个股涨停。其中，机器人板块锋龙股份收获 12连板；商业航天板块多股连板，银河电子6连板、中国一重4连板。 每经AI快讯，1月12日，Wind数据显示，A股市场共计202只个股涨停。其中，机器人板块锋龙股份收获 12连板；商业航天板块多股连板，银河电子6连板、中国一重4连板。 ...

Group 1 - A total of 113 stocks in the Shanghai and Shenzhen markets have experienced net inflows of main funds for five consecutive days or more as of January 12 [1] - The stock with the longest consecutive net inflow is Yuanxin Industrial, with 12 days of inflows, followed by Fenglong Co., which has 11 days of inflows [1] - Mingyang Smart Energy has the highest total net inflow amount, with 933 million yuan over five days, while Focus Media follows with 845 million yuan over six days [1] Group 2 - Fenglong Co. has the highest proportion of net inflow relative to trading volume, with a 185.42% increase over the past 11 days [1] - The stocks with significant net inflows include Star Ring Technology with 767 million yuan and a 84.67% increase, and Kaiying Network with 754 million yuan and a 20.76% increase [1] - Other notable stocks with net inflows include Hangzhou Bank, Zhite New Materials, and Luxin Venture Capital, each showing varying degrees of price increases and net inflows [1][2]

截至收盘，上证指数报收4165.29点，上涨1.09%；深证成指收于14366.91点，上涨1.75%；创业板指上 涨1.82%；科创50指数上涨2.43%。 不含当日上市新股，今日可交易A股中，上涨个股有4144只，占比75.91%，下跌个股有1182只，平盘个 股133只。其中，收盘股价涨停的有202只，跌停股有9只。 证券时报·数据宝统计显示，涨停个股中，主板有146只，北交所5只，创业板34只，科创板17只。以所 属行业来看，上榜个股居前的行业有计算机、传媒、机械设备行业，上榜个股分别有35只、30只、21 只。 | 603017 | 中衡设计 | 14.63 | 10.48 | 518.58 | 7586.83 | 建筑装 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 饰 | | 002881 | 美格智能 | 51.37 | 13.77 | 146.18 | 7509.17 | 通信 | | 605398 | 新炬网络 | 34.36 | 7.41 | 214.19 | 7359.43 | 计算机 | | 603396 | ...

连板股追踪丨A股今日共202只个股涨停 这只机器人股12连板 1月12日，Wind数据显示，A股市场共计202只个股涨停。其中机器人板块锋龙股份收获12连板；商业航 天板块多股连板，银河电子6连板、中国一重4连板。一图速览今日连板股>> ...

截至上午收盘，上证指数报收4151.14点，上涨0.75%；深证成指收于14305.10点，上涨1.31%；创业板指上涨1.17%；科创50指数上涨2.26%。 不含当日上市新股，今日可交易A股中，上涨个股有3550只，占比68.64%，下跌个股有1472只，平盘个股150只。其中，收盘股价涨停的有140 只，跌停股有3只。 证券时报•数据宝统计显示，涨停个股中，主板有113只，创业板19只，科创板8只。以所属行业来看，上榜个股居前的行业有传媒、计算机、机械 设备行业，上榜个股分别有24只、19只、15只。 涨停股中，*ST万方、*ST亚太等18只股为ST股。连续涨停天数看，锋龙股份已连收12个涨停板，连续涨停板数量最多。从上午收盘涨停板封单量 来看，利欧股份最受资金追捧，上午收盘涨停板封单有34821.66万股，其次是山子高科、杭萧钢构等，涨停板封单分别有28185.67万股、25978.88 万股。以封单金额计算，利欧股份、锋龙股份、山子高科等涨停板封单资金最多，分别有28.59亿元、24.85亿元、14.46亿元。（数据宝） 两市涨停股一览 | 代码 简称 | | 收盘价 | 换手率 | 涨停板封单 封 ...