Market Overview - The market experienced a collective rebound on December 17, with the Shanghai Composite Index rising by 1.19%, the Shenzhen Component Index increasing by 2.4%, and the ChiNext Index gaining 3.39% [2] - Over 3,600 stocks in the market saw an increase, with total trading volume reaching 1.81 trillion yuan, an increase of 87 billion yuan compared to the previous trading day [2] Sector Performance - Sectors such as energy metals, computing hardware, batteries, and insurance showed significant gains, while sectors like Hainan and military industries faced declines [2] New Stock Performance - Domestic GPU concept stocks, particularly Muxi Co., Ltd., saw a remarkable increase of 692.95%, closing at 829.9 yuan, making it one of the most profitable new stocks since the full registration system was implemented in A-shares [3] ETF Activity - Several broad-based ETFs experienced significant trading volume in the afternoon, with the CSI 300 ETF trading over 900 million yuan in the last half hour [9] - The performance of various ETFs included the A500 ETF rising by 1.90%, the CSI 300 ETF increasing by 1.71%, and the ChiNext ETF gaining 3.40% [10] Institutional Investment Trends - Large financial institutions showed signs of increased activity, particularly in insurance and brokerage sectors, which were influenced by recent policy changes and market conditions [7][9] - Analysts suggest that the recent adjustments in stock indices and the anticipated return of institutional funds could improve market liquidity and trading activity [13] Computing Power Sector - The computing power industry saw a significant rise, with the CPO sector increasing by 6.59%, driven by the growing demand for data center technologies [14] - TrendForce forecasts that the global shipment of optical transceiver modules exceeding 800G will reach 24 million units by 2025, with a projected increase to nearly 63 million units by 2026, representing a growth of 2.6 times [14]
大资金出手！A股午后全面反攻 算力产业链再度大涨
Mei Ri Jing Ji Xin Wen·2025-12-17 07:58