股票频道更多独家策划、专家专栏，免费查阅>> 12月29日，A股市场整体成交额再度超过2万亿元。其中，中际旭创、寒武纪-U、中国卫星、阳光电 源、工业富联、紫金矿业、航天电子、胜宏科技、新易盛、航天发展等10只A股成交额超过100亿元。 | 代码 | 股票名称 | 核心热门概念板块 | 成交额 （亿元） | 涨跌幅 | 换手率 | | --- | --- | --- | --- | --- | --- | | 300308.SZ | 中际旭创 | CPO/光模块、AI算力 | 149.61 | -1.44% | 2.18% | | 688256.SH | 寒武纪-U | AI芯片、算力硬件 | 134.14 | 4.19% | 2.35% | | 600118.SH | 中国卫星 | 商业航天、低轨卫星互联 | 133.56 | 10% | 13.44% | | | | 网 | | | | | 300274.SZ | 阳光电源 | 光伏逆变器、储能系统集 | 124.20 | -2.96% | 4.40% | | | | 成 | | | | | 601138.SH | 工业富联 | AI服务器、英伟达概念 | ...

【振幅大】 -今日A股共有10只个股振幅超过20%； -航天环宇振幅达24.9%居首； 【主力资金】 -主力资金今日无净流入板块，净流出电子设备、电子、有色金属等板块； -拓维信息、雷科防务、海格通信资金净流入规模居前，分别净流入16.63亿元、10.19亿元、6.75亿元； -中际旭创、阳光能源、多氟多资金净流出规模居前，分别净流出16亿元、13.82亿元、12.02亿元。 (本文来自第一财经) 【换手率高】 -今日A股共有9只个股换手率超过40%； -C纳百川、C天溯计量等个股换手率居前； ...

MACD金叉信号形成，这些股涨势不错！ 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 人民财讯12月29日电，12月29日，A股市场整体成交额再度超过2万亿元。其中，中际旭创、寒武纪- U、中国卫星、阳光电源、工业富联、紫金矿业、航天电子、胜宏科技、新易盛、航天发展等10只A股 成交额超过100亿元。 MACD金叉信号形成，这些股涨势不错！ 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 人民财讯12月29日电，12月29日，A股市场整体成交额再度超过2万亿元。其中，中际旭创、寒武纪- U、中国卫星、阳光电源、工业富联、紫金矿业、航天电子、胜宏科技、新易盛、航天发展等10只A股 成交额超过100亿元。 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：刘 ...

人民财讯12月29日电，12月29日，A股市场整体成交额再度超过2万亿元。其中，中际旭创 （300308）、寒武纪-U、中国卫星（600118）、阳光电源（300274）、工业富联（601138）、紫金矿业 （601899）、航天电子（600879）、胜宏科技（300476）、新易盛（300502）、航天发展（000547）等 10只A股成交额超过100亿元。 ...

12月29日，沪深两市成交额合计2.14万亿元，较上一交易日缩量约208.54亿元。其中，沪市成交额 9038.2亿元，深市成交额1.24万亿元。中际旭创成交额居首，为149.61亿元。其后是寒武纪-U、中国卫 星、阳光电源、工业富联，成交额分别为134.14亿元、133.56亿元、124.2亿元、123.59亿元。 ...

Core Viewpoint - The A-share market experienced a volatile increase last week, with both the margin trading balance and financing balance reaching historical highs on December 25, 2023, at 25,433.30 billion yuan and 25,264.62 billion yuan respectively [1]. Industry Summary - Among the 31 industries tracked, 19 saw an increase in financing balance, with the electronics, power equipment, and machinery sectors leading in net financing inflows of 11.02 billion yuan, 9.74 billion yuan, and 5.31 billion yuan respectively [1]. - Conversely, 12 industries experienced a decrease in financing balance, with non-bank financials, computers, and retail sectors showing the highest net outflows of 1.53 billion yuan, 629 million yuan, and 558 million yuan respectively [1]. Individual Stock Summary - A total of 168 stocks saw net purchases exceeding 100 million yuan, with the top ten stocks being Sunlight Power, Zhongji Xuchuang, Industrial Fulian, Hanwha U, Yingweike, Aerospace Development, Zhaoyi Innovation, SMIC, Goldwind Technology, and Xinyi Communication, which received net inflows of 2.807 billion yuan, 1.486 billion yuan, 1.193 billion yuan, 961 million yuan, 950 million yuan, 855 million yuan, 818 million yuan, 802 million yuan, 696 million yuan, and 666 million yuan respectively [4]. - All top ten stocks with increased financing saw price increases, with Xinyi Communication rising over 34% [4]. Financing Balance Changes - The financing balance for the electronics sector was reported at 38,137.99 million yuan, with a net inflow of 1,102.17 million yuan [3]. - The power equipment sector had a financing balance of 22,617.76 million yuan, with a net inflow of 973.96 million yuan [3]. - The machinery sector's financing balance stood at 13,601.83 million yuan, with a net inflow of 531.21 million yuan [3].

Market Overview - The Shanghai Composite Index rose by 1.88% to close at 3963.68 points, with a weekly high of 3977.71 points [2] - The Shenzhen Component Index increased by 3.53% to 13603.89 points, reaching a peak of 13674.87 points [2] - The ChiNext Index saw a 3.9% rise, closing at 3243.88 points, with a high of 3268.69 points [2] - Global markets also experienced gains, with the Nasdaq Composite up by 1.22%, the Dow Jones Industrial Average up by 1.2%, and the S&P 500 up by 1.4% [2] - In the Asia-Pacific region, the Hang Seng Index rose by 0.5%, while the Nikkei 225 Index increased by 2.51% [2] New Stock Issuance - Three new stocks were issued last week, with details as follows: - Xinguangyi (301687.SZ) on December 22, 2025 - Shaanxi Tourism (603402.SH) on December 22, 2025 - Tengdongguang (920045.BJ) on December 23, 2025 [3] Margin Trading Situation - The total margin trading balance in the Shanghai and Shenzhen markets reached 2535.351 billion yuan, with a financing balance of 2518.483 billion yuan and a securities lending balance of 16.867 billion yuan [4] - This represents an increase of 39.278 billion yuan from the previous week [4] - The Shanghai market's margin trading balance was 1282.377 billion yuan, up by 13.637 billion yuan, while the Shenzhen market's balance was 1252.974 billion yuan, increasing by 25.64 billion yuan [4] - A total of 3472 stocks had margin buying, with 193 stocks seeing over 1 billion yuan in buying, led by Zhongji Xuchuang (157.44 billion yuan), Xinyisheng (120.8 billion yuan), and Yangguang Electric (111.17 billion yuan) [4][5] Fund Issuance - A total of 27 new funds were issued last week, including: - GF Shengshi Selected Mixed A - GF Shengshi Selected Mixed C - GF Consumption Intelligent Selection Mixed A - GF Qianyuan Value Growth Mixed A - GF Qianyuan Value Growth Mixed C - Jin Xin Min Wang Bond E - Various other funds [6][7][8] Company Buyback Announcements - Nine companies announced share buybacks last week, with the highest amounts executed by: - Tongrun Equipment (002150) - Dong'a Ejiao (000423) - Igor (002922) - Guomai Culture (600640) - Yonggui Electric (300351) [9] - The industries with the highest buyback amounts were machinery equipment, pharmaceuticals, and electronics [9]

Group 1 - The core viewpoint of the articles indicates that the market has shown strong performance recently, with various indices, including the China National Brand Index, experiencing significant increases. The overall sentiment suggests a shift towards profitability-driven growth in 2026, with expectations of balanced market styles across technology and traditional sectors [1][4]. Group 2 - The China National Brand Index rose by 2.03% last week, closing at 2008.97 points, with strong performances from stocks such as China Duty Free, which increased by 11.46%, and Sungrow Power, which rose by 10.38% [2]. - Since 2025, stocks like Zhongji Xuchuang have surged by 410.21%, while Sungrow Power has increased by 151.05%. Other notable performers include Zhaoyi Innovation and Anji Technology, both rising over 100% [3]. Group 3 - Looking ahead, the market is expected to maintain a healthy trajectory, driven by improved investor confidence and anticipated marginal improvements in corporate earnings in 2026. The market is likely to transition from liquidity-driven valuation increases to profitability-driven growth [4]. - Investment opportunities are expected to expand in 2026, particularly in sectors such as lithium batteries, power equipment, PCB, and semiconductor storage, which may benefit from advancements in AI and changes in energy demand and policies [5].

Group 1: AI and Technology Developments - The launch of DeepSeek-R1 in January 2025 has become a core investment theme, driving significant capital market momentum and shifting the focus from performance competition to cost, efficiency, and commercialization capabilities in the AI sector [2] - The AI industry has seen a concentration of funds towards leading companies, with notable stock performances such as the "Yi Zhong Tian" combination, which saw gains exceeding 450% [2] - The human-robotics sector has entered a commercialized phase, with over 46 billion yuan in total orders and more than 20,000 units sold, indicating a shift from conceptual collaborations to practical applications [4][5] Group 2: Film and Entertainment Industry - The film "Nezha 2" achieved a record-breaking box office of 15.4 billion yuan, marking a significant milestone for the Chinese animation industry and contributing to a total annual box office of over 50 billion yuan, a 75 billion yuan increase from 2024 [3] - The success of "Nezha 2" and other animated films reflects the growing market potential for domestic animation, providing a reference for future creative and investment strategies in the film industry [3] Group 3: Market Dynamics and Competition - The intense competition in the food delivery industry, initiated by JD's entry with a no-commission model, has led to significant market disruptions and a series of subsidy wars among major platforms, resulting in a 141 billion yuan loss for Meituan's core local business despite record user numbers [7] - Regulatory bodies have intervened to address the chaotic competition, leading to commitments from major platforms to improve service quality and return to rational development [7] Group 4: Capital Market Trends - The A-share market has seen a record high in cash dividends, totaling 2.61 trillion yuan, reflecting an increase in companies' willingness to return profits to shareholders and enhancing market resilience [11] - The emergence of "GPU dual heroes" in the capital market, with multiple domestic GPU companies going public, signifies a milestone for the domestic AI chip industry and a shift towards self-sufficiency [10] Group 5: Industry Regulation and Quality Improvement - The lithium battery supply chain has experienced a price recovery due to regulatory efforts to combat "involution" competition, with lithium carbonate futures seeing significant price increases [12] - The charging battery industry is transitioning to a more orderly development phase following regulatory changes and recalls by major brands, addressing issues of safety and compliance [13]

上周品牌工程指数多只成分股表现强势。具体来说，中国中免上涨11.46%，排在涨幅榜首位；阳光电 源上涨10.38%，居次席；中际旭创和国瓷材料分别上涨9.67%和8.09%；兆易创新、中芯国际、盐湖股 份涨逾7%；安集科技、兰石重装涨逾6%；泰格医药、沪硅产业涨逾5%；亿纬锂能上涨4.73%；豪威集 团、中航高科、视源股份、信立泰涨逾3%；长电科技、澜起科技、恒生电子、宝信软件、东方财富等 多只成分股涨逾2%。 □本报记者 王宇露 上周市场上涨，中证新华社民族品牌工程指数上涨2.03%，报2008.97点。中国中免、阳光电源、中际旭 创等成分股上周表现强势；2025年以来，中际旭创、阳光电源、兆易创新等成分股涨幅居前。展望后 市，机构认为，目前权益资产总体具备相对吸引力，2026年市场或将逐步转为盈利驱动，在泛科技行业 和传统行业双双进入业绩释放期的背景下，市场风格也有望较2025年趋于均衡。 多只成分股表现强势 上周市场上涨，上证指数上涨1.88%，深证成指上涨3.53%，创业板指上涨3.90%，沪深300指数上涨 1.95%，品牌工程指数上涨2.03%，报2008.97点。 展望后市，星石投资认为，短期来 ...