智通财经12月8日讯，市场高开高走，深成指涨超1%，创业板指涨超2%。沪深两市成交额2.04万亿，较 上一个交易日放量3109亿，时隔20个交易日两市成交额再度突破2万亿元。盘面上，市场热点快速轮 动，全市场超3400只个股上涨。从板块来看，福建板块再度爆发，安记食品5连板，舒华体育、福建金 森等10余股涨停。算力硬件概念走强，天孚通信触及20cm涨停创新高。商业航天概念延续强势，顺灏 股份7天6板，龙洲股份4连板。下跌方面，煤炭板块表现疲软，安泰集团、陕西黑猫下挫。截至收盘， 沪指涨0.54%，深成指涨1.39%，创业板指涨2.6%。 板块方面 板块上，算力硬件方向全线走强，东田微、致尚科技、汇绿生态、景旺电子等个股涨停，天孚通信、光 库科技、德科立、源杰科技涨超10%，中际旭创涨超6%再创新高。 中信建投证券研究认为，近期，AI产业链催化不断，包括谷歌新模型性能大幅提升及TPU展示出的较强 能力、DeepSeek V3.2正式版发布、亚马逊发布Trainium3，以及市场对摩尔线程上市展现出的高参与热 情等等，同时更多公司包括英伟达、阿里、AMD等发表否认AI泡沫的观点，均展现了AI的良好发展前 景，故而 ...

Market Overview - The market showed positive performance with the ChiNext Index up by 2.6%, the Shanghai Composite Index up by 0.54%, and the Shenzhen Component Index up by 1.39% [6] - The total trading volume across both markets reached 2.04 trillion yuan, an increase of 310.9 billion yuan compared to the previous day [6] - A total of 3,409 stocks were traded, with 1,866 stocks rising, 181 stocks remaining flat, and 1 stock declining [6] Fund Flows - The top three sectors for net capital inflow were Electronics (+3.395 billion yuan), Communications (+1.428 billion yuan), and Non-ferrous Metals (+1.268 billion yuan) [6] Institutional Insights - Huatai Securities anticipates an early start to the "spring rally" in mid to late December, recommending a balanced allocation between growth and cyclical stocks, with a focus on large financials and high-value consumer stocks as potential bottoming choices for Chinese assets [2][6] - China International Capital Corporation (CICC) is optimistic about technology growth as the main investment theme for 2026, highlighting opportunities from domestic demand recovery and high export growth [2][6] - CITIC Securities notes that before any unexpected changes in domestic demand, market fluctuations and structural opportunities will be the norm, suggesting that resource and traditional manufacturing sectors may still be undervalued in terms of global pricing power [2][6] ETF Offerings - Huabao Fund has launched a series of ETFs tracking major indices, including the A50 ETF and the A100 ETF, providing investors with diverse options to invest in leading Chinese companies [2]

Group 1 - The core viewpoint of the news highlights the implementation of a more proactive fiscal policy and moderately loose monetary policy in the coming year, leading to a collective rise in A-shares, with the Shanghai Composite Index up 0.54% to 3924 points, the Shenzhen Component Index up 1.39%, and the ChiNext Index up 2.6% [1] - The total market turnover reached 2.05 trillion yuan, an increase of 312.7 billion yuan compared to the previous trading day, with over 3400 stocks rising [1] Group 2 - The CPO sector experienced a significant surge, with Tianfu Communication hitting the daily limit, and Zhongji Xuchuang and Xinyisheng rising over 6%, with Tianfu Communication and Zhongji Xuchuang reaching historical highs [2] - Various ETFs related to communication and artificial intelligence saw gains of over 5%, indicating strong market interest in these sectors [2] - The global optical module industry is accelerating upgrades to 800G/1.6T driven by AI computing power demand, with optical isolators facing supply shortages due to a lack of core materials [2] - The continuous implementation of AI applications is expected to drive the construction of computing power infrastructure, with a focus on the AIDC industry chain, including optical modules and PCB [2] Group 3 - Marvell announced a $3.25 billion acquisition of Celestial AI to enhance its position in the CPO sector, with the deal expected to close in Q1 2026 [3] - AWS launched the next-generation Trainium 3 chip and announced plans for Trainium 4, which will support NVLink Fusion technology, enhancing compatibility with NVIDIA GPUs [3] Group 4 - Meta is reportedly reducing its investment in the metaverse by 30% by 2026, reallocating funds towards AI and AR projects, with plans to invest hundreds of billions in data centers and AI development [4] - External factors, such as adjustments in U.S. national security strategy and easing of conflicts, are expected to benefit domestic communication companies in their overseas expansion [4] - The communication sector is anticipated to benefit from significant capital inflows, with insurance funds and brokerages expected to release substantial amounts of capital into technology innovation [4] Group 5 - The recent market rally showed a broad-based increase, marking the first large-scale rise since the optical module market began to heat up, with leading companies driving the trend [5] - The communication equipment index is highlighted as a core focus area due to the convergence of policy, capital, and industry dynamics [5]

齐鲁晚报.齐鲁壹点通讯员杨本官 近日，第十六届山东省发明创业奖、创新奖评审结果揭晓。鲁南制药集团《基于呼吸道疾病治疗药物荆 防制剂的研发》项目与旗下的山东新时代药业《一种长效重组甘精胰岛素注射液及其制备工艺》项目双 双斩获一等奖，是全省唯一一家荣获双奖的医药企业，充分彰显了行业标杆的强大实力。 鲁南制药集团相关负责人表示，此次鲁南制药集团一举斩获两项一等奖，是对企业长期坚持创新驱动发 展战略的高度认可。未来，鲁南制药将继续秉持"造福社会，创造美好生活"的使命，加大科研投入，持 续创新，为推动医药行业发展、保障人民群众健康贡献更多力量。 ...

中国经济网北京12月8日讯 近日，国投瑞银基金管理有限公司发布关于国投瑞银创业板综合指数增 强型证券投资基金延长募集期的公告。 公告称，国投瑞银创业板综合指数增强型证券投资基金（A类基金份额代码：025960，C类基金份 额代码：025961,）经中国证监会证监许可[2025]2393号文予以注册募集，于2025年12月1日开始募集， 原定募集截止日期为2025年12月19日。现决定将该基金募集时间延长至2025年12月23日（含）。 该基金拟任基金经理钱瀚2016年5月加入国投瑞银基金管理有限公司量化投资部。2023年2月13日至 2023年8月14日期间担任国投瑞银沪深300金融地产交易型开放式指数证券投资基金的基金经理助理， 2023年8月起任基金经理。 (责任编辑：康博) ...

Core Viewpoint - The A-share market experienced a collective rise in the three major indices, with the ChiNext index showing significant gains, indicating positive market sentiment and investor confidence [1] Market Performance - The three major A-share indices closed higher, with the Shanghai Composite Index up by 0.54% to 3924.08 points, the Shenzhen Component Index up by 1.39% to 13329.99 points, and the ChiNext Index up by 2.6% to 3190.27 points [1] - The market showed a strong upward trend after a high opening, with the ChiNext index at one point rising over 3% [1] Sector Performance - Leading sectors included CPO concepts, optical communication modules, and Kirin batteries, which saw significant gains [1] - Conversely, sectors such as coal, mining, and low-carbon metallurgy experienced declines [1] Stock Performance - Out of 3409 A-shares, 78 stocks hit the daily limit up, while 1866 stocks declined, with 8 stocks hitting the daily limit down [1] Trading Volume - The trading volume in the Shanghai market reached approximately 8394.39 billion yuan, while the Shenzhen market saw a trading volume of about 11972.07 billion yuan, totaling around 2.04 trillion yuan across both markets [1]

华泰证券：12月中下旬"春躁"可能提前启动，均衡配置成长和周期，中期视角下大金融和部分高性价比 消费或仍是中国资产重估的底仓选择。资金面上看，联储降息预期回暖和国内基本面定价有效性提升共 振下资金面环境有所改善，主动外资净流出规模收窄、ETF发行和申购回暖，保险风险因子下调或进一 步打开险资配置权益资产空间。景气度方面，近期TMT、上游资源景气改善幅度居前，关注AI链、涨 价链、资本品、大众消费品和基建链等线索。 消息面上 新华财经北京12月8日电（胡晨曦）A股三大指数12月8日高开高走，创业板指盘中涨超3%，尾盘涨幅 有所回落。沪深两市成交额2.04万亿，较上一个交易日放量3109亿，时隔20个交易日两市成交额再度突 破2万亿元。盘面上，CPO板块持续走强，东田微、致尚科技涨停，天孚通信、光库科技等数只个股涨 超10%；福建板块再度爆发，安记食品5连板，舒华体育、福建金森等10余股涨停；商业航天板块冲高 回落，飞沃科技、银邦股份、红相股份涨停。下跌方面，煤炭板块走弱，安泰集团、华阳股份跌近 3%。 截至收盘，沪指报3924.08点，涨幅0.54%，成交8394亿元；深证成指报13329.99点，涨幅1.39 ...

重磅会议指明年继续实施更加积极的财政政策和适度宽松的货币政策，A股三大指数今日集体走高，截 至收盘，沪指涨0.54%报3924点，深证成指涨1.39%，创业板指涨2.6%。全市场成交额2.05万亿元，较前 一交易日增量3127亿元，超3400股上涨。 | 排 好吗 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3924.08 +21.27 +0.54% | | | | 399001 | 深证成指 | 13329.99 +182.31 | | +1.39% | | 900666 | 创业板指 | 3190.27 +80.97 | | +2.60% | 盘面上，CPO概念走高，天孚通信涨超19%，景旺电子等多股涨停；福建板块爆发，闽发铝业、厦门空 港等近二十股涨停；量子科技板块走高，福晶科技涨停；我国进入卫星互联网加速组网期，商业航天板 块拉升，航天动力等多股涨停；券商、通信设备、PCB、存储芯片、F5G及激光雷达等板块涨幅居前。 另外，煤炭、采掘行业股走低，广东宏大跌近6%；贵金属板块走弱，中金黄金领跌；公用事业、 ...

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！ 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8日电，A股三大指数今日高开高走，午后横盘震荡，截至收盘，沪指涨0.54%，深证成指 涨1.39%，创业板指涨2.6%。盘面上，CPO概念全天强势，东田微20%涨停，天孚通信等大涨股价创历 史新高；福建自贸区概念午后拉升，厦门港务、厦门空港等多股涨停。此外，通信设备、半导体、海南 自贸区、光伏设备、光刻机、电池等概念涨幅居前，煤炭、贵金属、油气开采、天津自贸区等板块跌幅 居前。全市场成交额超2万亿元，较上一交易日放量超3100亿元，上涨个股超3400只。 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。 MACD金叉信号形成，这些股涨势不错！ 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 ...

12月8日，A股三大股指高开高走，尾盘小幅回吐部分涨幅，截止收盘，沪指涨0.54%报3924.08点，深 成指涨1.39%报13329.99点，创业板指涨2.6%报3190.27点，科创50指数涨1.86%报1350.8点；沪深两市成 交额2.04万亿，全市场超3400只个股上涨。 盘面热点快速轮动，福建板块再度爆发，安记食品5连板，舒华体育、福建金森等10余股涨停。算力硬 件概念走强，天孚通信触及20cm涨停创新高；量子科技板块走高，福晶科技涨停；商业航天概念延续 强势，顺灏股份7天6板，龙洲股份4连板；券商、通信设备、PCB、存储芯片、F5G及激光雷达等板块 涨幅居前；煤炭、采掘行业股走低，广东宏大跌近6%；贵金属板块走弱，中金黄金领跌；公用事业、 中药及化纤等板块跌幅居前。 热点板块 商业航天活跃 商业航天板块走强，龙洲股份4连板，顺灏股份、西部材料2连板。 消息面上，板块受国内外多重消息利好提振，近期，年产1000颗卫星的文昌卫星超级工厂即将投产，目 标2027年实现航天产业集群营收100亿元；SpaceX正启动新一轮二次股票出售，马斯克称其多年保持现 金流为正。银河证券表示，我国商业卫星产业即将进入 ...