12.10 周三 明天关注的方向

Core Insights - The market showed mixed performance with major indices fluctuating, while sectors like Hainan, retail, computing hardware, and commercial aerospace were active [1][11] - Over 2800 stocks declined, with total trading volume at 1.78 trillion, down 125.4 billion from the previous day [1][11] Group 1: Computing Hardware - Nvidia received approval from Trump to export H200 to China, positively impacting companies like Moer Technology, Changfei Optical Fiber, and others [12][16] - Haiguang Information terminated its merger with Zhongke Shuguang, which is a negative development for Zhongke Shuguang as the previous merger offered a 20% premium [5][16] - The focus on optical interconnection continues, emphasizing both vertical (Scale-Up) and horizontal (Scale-Out) expansion strategies [6][16] Group 2: Commercial Aerospace - SpaceX is advancing its IPO plans with a target valuation of approximately 1.5 trillion [12][16] - New materials such as aluminum-tantalum composites are being introduced by companies like Yinbang and West Materials to address challenges in space computing [7][18] Group 3: Consumer Sector - The Ministry of Commerce proposed promoting the experience of "Pang Donglai," impacting companies like Yonghui Supermarket and Hainan Development positively [13][15] Group 4: Market Sentiment - The market exhibited cautious behavior ahead of the Federal Reserve's interest rate meeting, leading to a weaker early session [3][14]