A股九连阳!黄金、白银、碳酸锂期货跳水,上涨趋势乏力了?
Sou Hu Cai Jing·2025-12-29 11:10

Group 1 - The A-share market experienced a difficult trading day, with the Shanghai Composite Index managing to close slightly higher after a nine-day rally, despite over 3,300 stocks declining and 25 hitting the daily limit down [1] - The Hong Kong stock market opened high but fell sharply, influenced by the A-share market's performance, leading to a negative impact on investor sentiment [1] - Significant fluctuations were observed in metal futures, with silver initially rising over 6% before a rapid decline, contributing to the drop in the A-share metals sector [2] Group 2 - The A500 ETF saw a substantial inflow of nearly 50 billion yuan in net subscriptions over the weekend, indicating strong investor interest and potential market momentum [3] - There are concerns about whether the funds that rushed into the A500 ETF at year-end will continue to flow in or shift to selling in the new year [4] - The bond futures market also experienced a decline, with the 30-year main contract dropping by 0.91% to 111.820 yuan, reflecting broader market trends [6] Group 3 - ByteDance is expected to purchase over 40 billion yuan worth of Ascend chips from Huawei by 2026, marking a significant increase from nearly zero in 2025, which could be a milestone for domestic computing power development [7] - The Huawei Ascend concept sector saw strong performance, with stocks like Tuowei Information and Chuanrun Shares hitting the daily limit up, and Huafeng Technology rising over 15% during trading [9] Group 4 - The domestic demand for lithium batteries is projected to decline significantly in early 2026, with battery manufacturers anticipating production cuts in response to fluctuating demand, which may impact the lithium materials market [11] - Xiaomi Group announced a plan for its co-founder to sell up to 5 billion USD of B-class common stock annually starting December 2026, with total sales not exceeding 20 billion USD, aimed at establishing an investment fund [13] - The overall market saw mixed results, with the Shanghai Composite Index slightly up by 0.04% and the ChiNext Index down by 0.66%, while the Hong Kong Hang Seng Index fell by 0.66% [13]