上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 12月9日，三大指数涨跌不一，沪指、深成指震荡回落，创业板指冲高回落尾盘拉升。截至收盘，沪 指跌0.37%，深成指跌0.39%，创业板指涨0.61%。 板块方面，算力硬件、零售、福建等板块涨幅居前，海南、有色金属、煤炭等板块跌幅居前。 全市场超4000只个股下跌。沪深两市成交额1.9万亿元，较上一个交易日缩量1327亿。 连续反弹后，A股今天出现了预期内的震荡分歧，但盘面上有个 现象 值得关注和思考，用一句话+一张图 来概括就是： 有 9只股票成交额超过了百亿元，它们合计"占用"了全市场约7.5%的量能，却大部分来自同一板块—— 算力硬件。 | 名称 | 涨跌幅 | 成交额 ▼ | 年初至今 | | --- | --- | --- | --- | | 中际相创 | 6.32% | 221.79亿 | 393.12% | | 胜宏科技 | 10.81% | 213.19 Z | 658.71% | | 新易盛 | 3.61% | 201.85 Z | 409.74% | | 工业富联 | 7.22% | 195.62亿 ...

Market Overview - The three major A-share indices showed mixed results, with the Shanghai Composite Index down 0.37% at 3909.52 points, and the Shenzhen Component Index down 0.39% at 13277.36 points, while the ChiNext Index rose 0.61% to 3209.60 points [2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.904 trillion yuan, a decrease of 132.7 billion yuan from the previous day [2] - Most industry sectors experienced declines, with commercial retail, communication services, and photovoltaic equipment sectors leading the gains, while non-ferrous metals, pharmaceutical commerce, precious metals, steel, energy metals, fertilizer, and coal sectors saw significant declines [2] CPO Concept Stocks - The CPO concept stocks experienced a significant surge, with a trading volume exceeding 270 billion yuan, and notable stocks like Shenghong Technology rising nearly 11% and Dekeli hitting a 20% limit up [4] [6] AI Chip Sales to China - The U.S. government has allowed Nvidia to sell its H200 AI chips to China, imposing a 25% fee per chip, which is expected to boost domestic capital expenditure in the technology sector [6] - Analysts suggest that advancements in technology will continue to drive capital spending, particularly in server chains, AIDC chains, and computing service chains, indicating a positive outlook for the industry [6] Precious Metals and Non-Ferrous Metals - The precious metals and non-ferrous metals sectors faced significant pullbacks due to external market influences, with gold stocks and industrial metals showing notable declines [7][10] - Gold prices have been volatile, with recent trends indicating a potential bubble risk as retail investors have driven prices up, deviating from traditional safe-haven behavior [12] Baijiu Industry Dynamics - The high-end liquor brand Wuliangye is set to adjust its pricing strategy, reducing the invoice price from 1019 yuan to 900 yuan per bottle, which is seen as a significant marketing decision [16][17] - The company reported a revenue decline of 10.26% year-on-year for the first three quarters, marking its first revenue drop since 2015, raising concerns about the overall performance of the baijiu sector [17]

Core Viewpoint - The stock market showed mixed performance on December 9, with the Shanghai Composite Index and Shenzhen Component Index declining, while the ChiNext Index experienced a slight increase. The overall market saw over 4,000 stocks decline, indicating a divergence in market sentiment [1][16][18]. Market Performance - The Shanghai Composite Index fell by 0.37%, the Shenzhen Component Index decreased by 0.39%, and the ChiNext Index rose by 0.61% at the close [1][16]. - The total trading volume in the Shanghai and Shenzhen markets was 1.9 trillion yuan, a decrease of 132.7 billion yuan compared to the previous trading day [18]. Sector Performance - The sectors that performed well included computing hardware, retail, and Fujian-related stocks, while sectors such as Hainan, non-ferrous metals, and coal saw declines [2][17]. Notable Stocks - Nine stocks had trading volumes exceeding 10 billion yuan, accounting for approximately 7.5% of the total market volume, predominantly from the computing hardware sector [3][18]. - Key stocks included: - Zhongji Xuchuang: +6.32%, trading volume of 22.179 billion yuan, YTD increase of 393.12% [4][19] - Shenghong Technology: +10.81%, trading volume of 21.319 billion yuan, YTD increase of 658.71% [4][19] - Xinyi Sheng: +3.61%, trading volume of 20.185 billion yuan, YTD increase of 409.74% [4][19] Investment Focus - The market's focus on AI leading stocks is attributed to several factors, including favorable developments in computing hardware and the potential re-entry of NVIDIA into the Chinese market with its H200 AI chips [8][23]. - Fund holdings in these stocks are significant, with top-performing ETFs in the market being heavily invested in Zhongji Xuchuang and Xinyi Sheng [9][25]. Industry Outlook - The global AI sector remains robust, with expectations for AI infrastructure spending to reach 3 to 4 trillion USD by 2030. The industry is projected to grow at a CAGR of around 40% over the next five years [27]. - The domestic market is expected to see increased demand in various segments, including optical modules and liquid cooling, driven by advancements in AI hardware [27]. Market Sentiment - The performance of the securities sector is closely tied to the overall market, with recent trends indicating a need for stabilization in broker stocks to influence the broader market direction [29]. - Analysts suggest that the current market conditions may lead to an early spring rally, with recommendations for strategic positioning in technology and other sectors [29].

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite and Shenzhen Component indices experiencing fluctuations and closing lower, while the ChiNext index rose before pulling back at the end of the session [1][3] - The total trading volume in the Shanghai and Shenzhen markets was 1.9 trillion, a decrease of 132.7 billion compared to the previous trading day [1][6] Sector Performance - The computing hardware sector saw strong gains, with notable stocks such as Dekoli hitting the daily limit, and Fujing Technology and Tianfu Communication reaching historical highs [1][2] - The retail sector also performed well, with stocks like Yonghui Supermarket and Maoye Commercial hitting the daily limit [1][2] - Conversely, the Hainan local stocks experienced significant declines, with New Dazhou A hitting the daily limit down [1][2] Index Performance - As of the market close, the Shanghai Composite index fell by 0.37%, the Shenzhen Component index decreased by 0.39%, while the ChiNext index increased by 0.61% [3][4]

12月9日上午，A股三大指数走势分化，上证指数盘中下跌0.14%，电子元器件、办公用品、通信设 备等板块涨幅靠前。消费电子持续走强，截至10点16分，消费电子ETF（159732）上涨1.19%，此前日 K线三连阳。其成分股胜宏科技上涨8.94%，华勤技术上涨6.70%，精测电子上涨6.14%，鹏鼎控股上涨 4.14%，环旭电子上涨2.46%。 银河证券表示，我们认为AI应用将是接下来及明年的科技板块投资重要关注点，端侧AI仍在探索 阶段，建议持续关注产业相关进展。此外，继续关注苹果链和新型消费电子品类投资机会。 消费电子ETF（159732）跟踪国证消费电子指数，主要投资于业务涉及消费电子产业的50家A股上 市公司，行业主要分布于电子制造、光学光电子等市场关注度较高的主流板块。其场外联接基金为，A 类：018300；C类：018301。 IDC数据显示，全球智能手机出货量在2016年达到14.73亿台峰值后，受换机需求减弱影响持续回落 至2023年的11.64亿台；2024年受益于AI技术驱动的产品升级实现复苏，智能手机出货量达12.39亿台。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文 ...

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index experiencing narrow fluctuations while the ChiNext Index rose over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.26 trillion yuan, a decrease of 34.7 billion yuan compared to the previous trading day [1] - More than 3,500 stocks in the market declined [1] Sector Performance - The computing hardware sector saw a resurgence, with Shenghong Technology rising nearly 9% and Dekeli hitting the daily limit [3] - The Fujian sector continued its strong performance, with Anji Food achieving six consecutive trading limit increases, Shuhua Sports four consecutive, and both Dongbai Group and Xiamen Port achieving three consecutive [3] - The retail sector was active, with Maoye Commercial and Central Mall both hitting the daily limit [3] - Conversely, local stocks in Hainan experienced significant declines, with New Dazhou A hitting the daily limit down [3] - The non-ferrous metals sector showed weakness, with China Metallurgical Group hitting the daily limit down [3] - At market close, the Shanghai Composite Index fell by 0.13%, the Shenzhen Component Index rose by 0.09%, and the ChiNext Index increased by 1.07% [3]

Group 1 - The core point of the article highlights the performance of the Chuangye 50 ETF (159682), which rose by 1.15% to 1.498 yuan with a trading volume of 200 million yuan as of the midday close [1] - Major holdings in the Chuangye 50 ETF include companies like Ningde Times, which fell by 0.65%, and Shenghong Technology, which increased by 8.96% [1] - The fund's performance benchmark is the return rate of the ChiNext 50 Index, managed by Invesco Great Wall Fund Management Co., with a return of 48.18% since its establishment on December 23, 2022, and a return of 0.02% over the past month [1]

继昨日（12月8日）疯狂抢筹之后，今日（12月9日）早盘，算力板块再度大爆发，CPO概念头半个小时成交近 500亿元，中际旭创、新易盛、胜宏科技等大幅拉升，并带领创业板指走强。 消息面上，据环球网援引路透社、彭博社等媒体报道，美国总统特朗普当地时间12月8日在社交媒体上发文宣 布，美国政府将允许英伟达向中国出售其H200人工智能芯片，但对每颗芯片收取一定费用。对此，英伟达回 应称，"向商业客户供应H200是一种值得肯定的举措。" CPO再度杀疯！ 国盛证券认为，这对国内资本支出是好事，全行业支出有望进一步提升。 再度飙涨 算力相关彻底爆了！今早，CPO概念股再度大涨近2.5%，半小时内成交近500亿元，德科立、跃岭股份等飙 涨，中际旭创、胜宏科技、新易盛等表现给力。 当地时间12月8日，特朗普在社交媒体上发文宣布，美国政府将允许英伟达向中国出售其H200人工智能芯片， 但对每颗芯片收取一定费用。《纽约时报》称，H200芯片为英伟达"性能第二强"的芯片。特朗普表示，美方 将从相关芯片出口中收取25%的分成。他还称，美国商务部正在敲定相关安排细节，同样的安排也将适用于超 微半导体公司、英特尔等其他人工智能芯片公司 ...

Core Viewpoint - The electronic ETF (515260) is experiencing active trading, with a price increase of over 1.8% at one point, currently up 1.07%, and has recovered above the 60-day moving average, aiming for a fourth consecutive daily gain [1] Group 1: Stock Performance - Leading stocks include Shenghong Technology, which rose over 8%, followed by Shengyi Technology and Industrial Fulian with gains exceeding 5%, and Huakin Technology with an increase of over 4% [3] - Notable stock performance data includes: - Shenghong Technology: +8.02%, market cap of 269.8 billion, trading volume of 13.356 billion - Shengyi Technology: +5.80%, market cap of 152.8 billion, trading volume of 2.272 billion - Industrial Fulian: +5.58%, market cap of 1,329.5 billion, trading volume of 12.714 billion - Huakin Technology: +4.57%, market cap of 99.2 billion, trading volume of 2.052 billion [4] Group 2: Industry Trends - The electronic ETF's index includes key players in the Nvidia and Google supply chains, with Nvidia's supply chain accounting for 27.23% of the ETF's index weight and Google’s supply chain at 21.25% [5] - The announcement by the U.S. government allowing Nvidia to sell H200 AI chips to China is seen as beneficial for the overseas computing power supply chain and domestic downstream applications [5] - Google's recent launch of AI glasses is expected to positively impact hardware manufacturing and core components, enhancing the Google supply chain [5] Group 3: Market Outlook - The demand for AI data centers is expected to maintain rapid growth, with a clear trend towards domestic substitution in the computing power sector, leading to stable revenue growth for equipment companies [6] - The electronic ETF and its associated funds passively track the electronic 50 index, focusing on sectors such as semiconductors, consumer electronics, and AI chips, indicating a potential rise in the electronic sector due to supportive national policies [6]

Core Viewpoint - The electronic ETF (515260) is showing strong performance, with a price increase of over 1.8% at one point and currently up 1.07%, indicating a bullish trend in the electronic sector [1][4]. Group 1: ETF Performance - The electronic ETF (515260) has recovered above the 60-day moving average and is on track for a four-day winning streak [1]. - Key stocks within the ETF include Shenghong Technology, which rose over 8%, and other notable performers like Shengyi Technology and Industrial Fulian, both up over 5% [1][7]. Group 2: Industry Trends - The ETF's index includes significant players from the Nvidia and Google supply chains, with Nvidia's chain accounting for 27.23% of the ETF's weight and Google's chain at 21.25% [2][3]. - Recent announcements, such as the U.S. government allowing Nvidia to sell AI chips to China, are expected to benefit both overseas computing power and domestic applications [2]. - Google's recent product launch, including AI glasses set for 2026, is anticipated to positively impact hardware manufacturing and core components within its supply chain [3]. Group 3: Future Outlook - The demand for AI data centers is projected to grow rapidly, and domestic alternatives are gaining market share, enhancing the revenue stability of equipment companies [3][4]. - The electronic sector is expected to thrive due to supportive national policies and the need for self-sufficiency in the semiconductor industry, with a focus on AI chips, automotive electronics, and 5G technologies [4][9].