主力资金早间净流入机械设备、电子、有色金属、汽车、国防军工等板块，净流出公用事业、交通运 输、非银金融、银行、食品饮料等板块。 具体到个股来看，中国卫通、山子高科、中际旭创获净流入26.19亿元、19.53亿元、14.22亿元。 净流出方面，天际股份、胜宏科技、贵州茅台遭抛售15.06亿元、7.45亿元、7.27亿元。 (本文来自第一财经) ...

12月30日，胜宏科技盘中下跌2.06%，截至10:23，报293.00元/股，成交31.11亿元，换手率1.23%，总市 值2550.12亿元。 资金流向方面，主力资金净流出3.95亿元，特大单买入5.53亿元，占比17.77%，卖出8.17亿元，占比 26.27%；大单买入8.83亿元，占比28.39%，卖出10.13亿元，占比32.58%。 胜宏科技今年以来股价涨601.11%，近5个交易日跌4.87%，近20日涨7.58%，近60日涨0.76%。 今年以来胜宏科技已经3次登上龙虎榜，最近一次登上龙虎榜为9月5日，当日龙虎榜净买入21.17亿元； 买入总计48.95亿元 ，占总成交额比20.63%；卖出总计27.78亿元 ，占总成交额比11.71%。 资料显示，胜宏科技(惠州)股份有限公司位于广东省惠州市惠阳区淡水镇新桥村行诚科技园,香港湾仔皇 后大道东248号大新金融中心40楼，成立日期2006年7月28日，上市日期2015年6月11日，公司主营业务 涉及新型电子器件(印制电路板)的研究开发、生产和销售。主营业务收入构成为：PCB制造93.66%，其 他6.34%。 胜宏科技所属申万行业为：电子-元件 ...

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 | ...

证券之星消息，12月29日元件板块较上一交易日上涨2.02%，博敏电子领涨。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。元件板块个股涨跌见下表： 从资金流向上来看，当日元件板块主力资金净流入10.36亿元，游资资金净流出6.3亿元，散户资金净流出 4.06亿元。元件板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 002463 | 沪电股份 | | 5.13 Z | 6.67% | -2.62 Z | -3.40% | -2.51亿 | -3.27% | | 002384 | 东山精密 | | 4.01亿 | 7.95% | -1.35 亿 | -2.67% | -2.66 Z | -5.28% | | 603936 博敏电子 | | | 3.84 (Z | 29.54% | -2.22亿 | -17.10% | -1.62 ...

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。 ...

Core Viewpoint - The year 2025 has seen significant performance from actively managed equity funds, with the highest annual return reaching 236.88%, setting a record for the highest annual doubling fund in public fund history [1][5][7]. Group 1: Fund Performance - As of December 26, 2025, a total of 72 actively managed equity funds have achieved returns exceeding 100% [6][12]. - The average return of actively managed equity funds surpassed 30%, significantly outperforming the average benchmark return of 15.60% [6][12]. - The median return for these funds stands at 29.03%, which is lower than the average return of 32.71% [2][12]. Group 2: Market Trends - Nearly 80% of actively managed funds outperformed their benchmarks, with 3,455 funds achieving returns above their benchmarks [2][6]. - The performance of these funds is closely tied to the structural market conditions, particularly benefiting from sectors like AI technology and innovative pharmaceuticals [8][12]. - The concentration of holdings in top-performing funds is high, with an average top ten stock position of 62.72%, compared to an average of 46.2% across all funds [8]. Group 3: Future Outlook - The active equity fund sector is expected to continue its recovery, with a focus on increasing the number of high-performing funds to benefit a larger number of investors [2][12][15]. - There is a call for a more sustainable approach to fund management, emphasizing long-term value creation over short-term gains [15]. - The investment landscape is evolving, with a shift from experience-driven strategies to data and industry-driven approaches, enhancing the ability to capture opportunities in niche markets [15].

Group 1 - The core viewpoint of the article highlights that the power equipment, banking, and construction decoration industries received significant capital inflows, while the electronics sector faced substantial sell-offs [1] Group 2 - The power equipment industry saw a net inflow of 15.503 billion yuan [1] - The electronics industry experienced a net outflow exceeding 10 billion yuan [1] - The computer, pharmaceutical, and telecommunications sectors also faced notable net outflows [1] Group 3 - Individual stocks that attracted the most capital inflows included Sunshine Power, Tianji Co., and Duofuduo, with inflows of 3.828 billion yuan, 3.189 billion yuan, and 2.485 billion yuan respectively [1] - Stocks that experienced the highest net outflows were Saiwei Electronics, New Yisheng, and Shenghong Technology, with outflows of 2.806 billion yuan, 2.651 billion yuan, and 2.473 billion yuan respectively [1]

Core Viewpoint - AI computing power is the core growth engine for the PCB and copper-clad laminate industry, with high-end HDI/multi-layer boards and low-loss copper-clad laminates becoming key competitive factors [1][5]. Group 1: Copper-Clad Laminate (CCL) Manufacturers - The copper-clad laminate is a core substrate for PCBs, accounting for about 30% of PCB costs, with high technical barriers and long certification cycles leading to high industry concentration [1][6]. - Leading global manufacturers include: - Shengyi Technology: Mainland China's leader in copper-clad laminates, with M9 ultra-low loss products certified by NVIDIA, achieving over 90% yield [2]. - Kingboard Laminates: A global leader in scale, covering mid-to-high-end FR4 and low-loss series, with strong overseas delivery capabilities [2]. - Taiwan's Taisol and Panasonic: Key suppliers for NVIDIA, maintaining stable shares in ultra-low loss products [2]. - Domestic second-tier players like Huazheng New Materials and Jin'an Guoji are accelerating high-end breakthroughs, focusing on low-loss series for AI servers and communication equipment [3]. Group 2: PCB Manufacturers - The core competitiveness of PCB manufacturers lies in customer binding depth, high-end product technology, and overseas capacity layout [4]. - Leading North American players include: - Simmtech: A leader in high-end HDI and multi-layer boards, a core supplier for NVIDIA and other major clients [4]. - Unimicron: A benchmark for high-speed communication boards, with strong growth driven by AI and communication sectors [4]. - Domestic players like Shennan Circuits and Pegatron are positioned for long-term benefits from the rise of domestic computing power and breakthroughs in carrier boards [4]. Group 3: Industry Trends and Competitive Logic - Most PCB manufacturers do not produce their own copper-clad laminates due to high technical barriers and customer specifications [6]. - The competitive core dimensions focus on ultra-low loss product capacity, yield, and customer certification, as well as high-end HDI and multi-layer board technology breakthroughs [7]. - Short-term beneficiaries include Simmtech and Shengyi Technology, while mid-term beneficiaries are Shennan Circuits and Huazheng New Materials, with long-term potential seen in advanced packaging and carrier board manufacturers [7][8].

12月26日，上证指数、深证成指、创业板指早盘冲高回落，午后震荡回升；科创50指数早盘低开后震荡 上扬，临近午盘快速回落，午后震荡回升。截至收盘，上证指数报3963.68点，涨0.1%，成交额8936亿 元；深证成指报13603.89点，涨0.54%，成交额12665.47亿元；创业板指报3243.88点，涨0.14%，成交额 5787.27亿元；科创50指数报1345.83点，跌0.24% ，成交额452亿元。沪深两市合计成交21601.47亿元， 成交额较上一交易日增加2356.43亿元。 锂矿、钛白粉等概念走强 胜通能源11连板 盘面上来看，行业板块、概念涨多跌少。其中，有色金属、钢铁、贵金属、电力设备、商贸零售、证 券、化工、石油石化等行业涨幅靠前；锂矿、钛白粉、小金属、同步磁阻电机、磷化工、黄金、氟化 工、卫星互联网、免税等概念走势活跃。电子、通信、轻工制造、食品饮料、医药生物等行业跌幅居 前；噪声防治、激光雷达、彩票、CPO、社区团购等概念走势较弱。涨停个股主要集中在化工、电力设 备、机械设备、建筑装饰、轻工制造等行业。 个股涨跌情况，截至收盘，沪深两市合计1786只个股上涨，3212只个股下跌， ...