格隆汇12月9日｜胜宏科技涨超8%，成交额超100亿元。 ...

（文章来源：每日经济新闻） 每经AI快讯，12月9日，A股胜宏科技盘中一度涨5%，现报300.01元。 ...

每经AI快讯，A股12月8日共有3739只个股获融资资金买入，有445股买入金额超亿元。其中，新易盛、 胜宏科技、中际旭创融资买入金额排名前三，分别获买入38.3亿元、33.75亿元和33.16亿元。 （文章来源：每日经济新闻） 从融资净买入金额来看，有49只个股获融资净买入超亿元。其中，胜宏科技、天孚通信、香农芯创融资 净买入金额排名前三，分别获净买入12.54亿元、4.4亿元和4.05亿元。 ...

● 本报记者 吴玉华 12月8日，A股市场放量上涨，深证成指涨逾1%，创业板指涨逾2%。整个A股市场超3400只股票上涨， 光模块、光芯片、存储器、6G等板块爆发。市场成交额为2.05万亿元，结束此前连续16个交易日不足2 万亿元。 资金情绪回暖，上周A股融资余额增加超70亿元，12月8日沪深两市主力资金净流入超7亿元。分析人士 认为，当前市场或仍处于超跌修复演绎中，赚钱效应回暖后交投情绪有望进一步回升，跨年行情有望徐 徐展开。 市场成交额超2万亿元 12月8日，在部分权重股的带动下，A股市场放量走强，创业板指一度涨逾3%。截至收盘，上证指数、 深证成指、创业板指、科创50指数、北证50指数分别上涨0.54%、1.39%、2.60%、1.86%、1.27%。 资金情绪回暖 从资金面来看，资金情绪回暖，上周A股融资余额增加超70亿元，12月8日沪深两市主力资金净流入超7 亿元。 从融资资金来看，数据显示，截至12月5日，A股两融余额报24816.76亿元，融资余额报24641.11亿元， 上周A股市场融资余额增加76.11亿元。 从行业情况来看，上周申万一级31个行业中有16个行业融资余额增加，机械设备、有色金 ...

Market Overview - A-share market experienced a significant increase on December 8, with the Shenzhen Component Index rising over 1% and the ChiNext Index increasing over 2% [1][2] - The total market turnover reached 2.05 trillion yuan, ending a streak of 16 consecutive trading days with turnover below 2 trillion yuan [1][2] - Over 3,400 stocks in the A-share market rose, indicating a broad-based rally [1][2] Sector Performance - Key sectors that surged included optical modules, optical chips, memory, and 6G technology, while sectors like coal, phosphorus chemicals, and liquor saw adjustments [2][3] - The communication sector led the gains, with stocks such as Tianfu Communication and Guangku Technology seeing significant price increases, with Tianfu Communication rising over 19% [3][5] Fund Flow and Investor Sentiment - There was a notable increase in financing balance, with over 7 billion yuan net inflow into the main funds on December 8, and a total increase of over 70 billion yuan in financing balance over the previous week [3][4] - The overall sentiment among investors appears to be improving, with expectations for a potential spring rally starting as early as mid-December [6] Industry Insights - Among the 31 industries, 16 saw an increase in financing balance, with machinery, non-ferrous metals, and electronics leading in net buying amounts [4] - The electronic, communication, and non-ferrous metal sectors attracted the most net inflows, while defense, pharmaceuticals, and food and beverage sectors experienced net outflows [5] Future Outlook - Analysts suggest that the current market may still be in a phase of recovery from previous declines, with the potential for a cross-year rally to develop [6] - Factors such as anticipated interest rate cuts by the Federal Reserve and improved domestic fundamentals are expected to support market conditions [6]

Strategy - The technology competition under the Kondratiev wave continues to open up valuation ceilings, with a focus on "bottleneck" and future industry high ground [14][15] - The current valuation of China's science and technology innovation is still lower than that during the internet boom in the 1990s, indicating potential for further upward movement [14][18] - The "14th Five-Year Plan" emphasizes seizing the high ground of technological development, focusing on key areas such as integrated circuits and advanced manufacturing [14][19] Electronics - The scaling law remains effective, with the introduction of multi-modal and agent models expected to accelerate AI computing demand [8][15] - The PCB industry is anticipated to maintain high growth due to its heavy asset nature and product structure optimization, which can lead to non-linear performance improvements for companies [8][15] Computer - New models are being launched intensively, marking a shift in AI competition towards "strong reasoning + native multi-modal" capabilities [9][15] - Significant releases include Google's Gemini 3 and DeepSeek V3.2, which enhance multi-modal understanding and practical applications [9][15] Media - Long-term optimism for the acceleration of AI product applications and commercialization, with a focus on AI agents, companionship, multi-modal applications, education, and edge AI [9][15] Humanoid Robots - The industry is transitioning from concept validation to commercialization, with companies that have growth potential in key components or specific solutions likely to benefit [10][15] - Investment opportunities are identified in the incremental component sector, with a focus on aesthetic preferences in the market [10][15] Automotive - The launch of Horizon Robotics' HSD and J6P models marks a significant step in mass production, with companies like WeRide and Pony.ai also making strides in the market [10][15] - Recommendations include focusing on luxury car opportunities with strong product pipelines and valuation elasticity, as well as autonomous driving technologies [10][15] Selected Portfolio - The December selected portfolio includes upstream production tools like Zhuoyi Information, upstream computing infrastructure such as Jingwang Electronics, and downstream applications like Alibaba [11][15]

截至12月8日收盘，共封装光学(CPO)概念上涨4.72%，位居概念板块涨幅第1，板块内，121股上涨，致 尚科技、东田微等20%涨停，汇绿生态、通宇通讯、中瓷电子等涨停，天孚通信、长光华芯、光库科技 等涨幅居前，分别上涨19.19%、15.26%、14.77%。跌幅居前的有科翔股份、航天电器、乾照光电等， 分别下跌2.05%、1.78%、1.21%。 | 002957 | 科瑞技 | 2.29 | 1.70 | 953.71 | 6.73 | | --- | --- | --- | --- | --- | --- | | | 术 | | | | | | 603220 | 中贝通 | 1.39 | 1.30 | 931.69 | 7.30 | | | 信 | | | | | | 300303 | 聚飞光 | 1.47 | 3.49 | 844.29 | 2.65 | | | 电 | | | | | | 002579 | 中京电 | 2.01 | 4.23 | 842.45 | 2.94 | | | 子 | | | | | | 301517 | 陕西华 | -0.55 | 17.48 | 830.10 | 0. ...

Market Overview - On December 8, the Shanghai Composite Index rose by 0.54%, the Shenzhen Component Index increased by 1.39%, the ChiNext Index climbed by 2.60%, and the CSI 300 Index gained 0.81% [1] - Among the tradable A-shares, 3,409 stocks rose, accounting for 62.67%, while 1,866 stocks declined [1] Capital Flow - The main capital saw a net inflow of 2.602 billion yuan throughout the day [1] - The ChiNext had a net inflow of 1.452 billion yuan, the Sci-Tech Innovation Board saw a net inflow of 2.746 billion yuan, and the CSI 300 component stocks had a net inflow of 1.424 billion yuan [1] Industry Performance - Out of the 25 primary industries classified by Shenwan, the top-performing sectors were Communication and Comprehensive, with increases of 4.79% and 3.03% respectively [1] - The sectors with the largest declines were Coal and Oil & Petrochemicals, with decreases of 1.43% and 0.84% respectively [1] Industry Capital Inflows - The Electronics industry led with a net inflow of 8.273 billion yuan and a daily increase of 2.60% [1] - The Communication industry followed with a net inflow of 2.387 billion yuan and a daily increase of 4.79% [1] - The Defense and Military industry had the largest net outflow of 3.567 billion yuan, despite a daily increase of 1.05% [1] - The Pharmaceutical and Biological industry experienced a net outflow of 2.700 billion yuan, with a daily increase of 0.12% [1] Individual Stock Performance - A total of 2,077 stocks saw net inflows, with 760 stocks having inflows exceeding 10 million yuan, and 134 stocks with inflows over 100 million yuan [2] - The stock with the highest net inflow was Shannon Chip Creation, which rose by 15.25% with a net inflow of 1.065 billion yuan [2] - Other notable stocks with significant net inflows included CITIC Securities and Shenghong Technology, with net inflows of 1.050 billion yuan and 0.821 billion yuan respectively [2] - Conversely, 92 stocks experienced net outflows exceeding 100 million yuan, with Aerospace Machinery, BOE Technology Group, and Wuliangye leading in outflows of 1.150 billion yuan, 0.704 billion yuan, and 0.686 billion yuan respectively [2]

Market Overview - The Shanghai Composite Index rose by 0.54% on December 8, with 25 out of the 28 sectors experiencing gains, led by the communication and comprehensive sectors, which increased by 4.79% and 3.03% respectively [1] - The electronic sector ranked third in terms of daily gains, increasing by 2.60% [1] Fund Flow Analysis - The net inflow of capital in the two markets was 2.602 billion yuan, with 15 sectors seeing net inflows [1] - The electronic sector had the highest net inflow, amounting to 8.273 billion yuan, while the communication sector followed with a net inflow of 2.387 billion yuan [1] Electronic Sector Performance - The electronic sector saw 404 out of 472 stocks rise, with 10 hitting the daily limit, while 64 stocks declined [2] - Notable stocks with significant net inflows included Xiangnong Chip (10.65 billion yuan), Shenghong Technology (8.21 billion yuan), and Hanwha U (7.59 billion yuan) [2] - The sector also had 14 stocks with net outflows exceeding 100 million yuan, led by BOE Technology Group (-704 million yuan), Qianzhao Optoelectronics (-682 million yuan), and Heertai (-504 million yuan) [3] Top Gainers in Electronic Sector - Key gainers included: - Xiangnong Chip: +15.25%, 106.46 million yuan net inflow - Shenghong Technology: +5.54%, 82.09 million yuan net inflow - Hanwha U: +4.63%, 75.88 million yuan net inflow [2] Top Losers in Electronic Sector - Key losers included: - BOE Technology Group: -1.17%, -70.40 million yuan net outflow - Qianzhao Optoelectronics: -1.21%, -68.23 million yuan net outflow - Heertai: -3.93%, -50.43 million yuan net outflow [3]

今早，开盘第1个小时，CPO板块成交达到了约1100亿元，而整个板块几乎是全线上扬，板块指数涨幅 超过5%。其中，天孚通信更是一度20%封板，东田微20%封死涨停，源杰科技涨超10%，长光华芯、仕 佳光子、中际旭创、永鼎股份涨超7%，股价均创出历史新高。"易中天"再加胜宏科技早盘成交超过400 亿元。分析人士认为，一方面，当下，年报进入预热期，算力板块业绩相对确定，可能有资金提前抢 路；另一方面，近期算力利好不断，除谷歌外，亚马逊又发布Trainium3，基于3纳米制程打造，性能较 Trainium2提升4倍，能效提升40%。泡沫论也被打破。（券商中国） ...