12.26盘前速览 | 市场七连阳，卫星与机器人共振走强

Macroeconomic Dynamics - The offshore RMB/USD exchange rate has surpassed the 7.0 mark, benefiting industries reliant on raw material imports and those with high dollar-denominated debt costs [1] Satellite Internet - Shanghai has introduced measures to support the aerospace industry [1] - Blue Arrow Aerospace plans to successfully recover reusable boosters by mid-2026 [1] - The Ministry of Defense has expressed concerns over Japan's implementation of an offensive space policy [1] - Related ETF: Satellite Industry ETF (on-market: 159218) [1] Robotics - Sell-side views indicate an improvement in the sector's chip structure, with leading sentiment catalysts suggesting a potential breakout phase in January [1] - Related ETF: Robotics Index ETF (on-market: 560770, off-market link: 020482) [1] New Energy - Leading silicon wafer companies have jointly raised their prices significantly [1] - Reports suggest that Tianqi Lithium's spot trading settlement prices will no longer reference SMM prices [1] - Hunan Youneng and Wanrun New Energy have announced production halts for maintenance [1] - CATL has signed a five-year contract with South Korea's Enchem for an average annual supply of 70,000 tons of electrolyte [1] - Related ETF: Battery ETF (on-market: 561910, off-market link: 016020) [1] Artificial Intelligence - Sell-side analysts note a muted market reaction to high growth demand guidance for 2027 from giants like Google and Nvidia [1] - Nvidia is strengthening its moat in the AI inference market through technology licensing [1] - Samsung Electronics plans to develop its own GPUs for edge AI products by 2027 [1] - Related ETFs: Cloud Computing ETF (on-market: 159890, off-market link: 021716), Semiconductor Equipment ETF (on-market: 561980, off-market link: 020464) [1] Semiconductors - Shanghai Micro Electronics has won a bid for a stepper lithography machine valued at approximately 110 million yuan [1] - Sell-side analysts believe there is an upward trend in SiC demand, with power foundries beginning to raise prices [1] - Related ETF: Semiconductor Equipment ETF (on-market: 561980, off-market link: 020464) [1] Market Observation - On December 25, trading volume reached 1.9245 trillion yuan, an increase of 44.3 billion yuan [1] - The market has experienced seven consecutive days of gains, with sectors such as military, light industry, and machinery leading the rally [1] - Key sectors including satellites, robotics, AI liquid cooling, and lithium batteries have shown active performance, while low-position sectors like solid-state and nuclear fusion are starting to rotate [1] - Market sentiment is high, with the index potentially challenging the 4000-point mark, but attention is needed on potential pullback risks after consecutive gains [1]