中国基金报·2025-12-04 08:21Market Overview - A-shares experienced a volatile rise on December 4, with the ChiNext Index increasing by over 1%. The Shanghai Composite Index fell by 0.06%, while the Shenzhen Component Index rose by 0.4% [1] - A total of 1,455 stocks rose, with 39 hitting the daily limit up, while 3,878 stocks declined [2] Stock Performance - The market saw significant movements in various sectors, particularly in the robotics and commercial aerospace sectors, with multiple stocks reaching their daily limit up [4][6] - Notable stocks included: - Haichang New Materials (涨幅 19.99%, 现价 25.57) - Huarun Co. (涨幅 19.96%, 现价 11.24) - Feiwo Technology (涨幅 19.58%, 现价 74.86) [5] Sector Trends - The robotics sector gained strength, influenced by policy shifts from the Trump administration towards robotics development, which also led to a surge in the US stock market's robotics sector [4] - The commercial aerospace sector remained active, with stocks like China Satellite hitting the daily limit up [6] - The AI mobile phone sector faced adjustments, with Daoming Optical hitting the daily limit down [11] Economic Indicators - Japan is preparing for a potential interest rate hike, with expectations that the Bank of Japan may raise the policy rate from 0.5% to 0.75% in December, marking the first increase since January [14] - Market expectations for a December rate hike have risen significantly, with swap market predictions increasing from approximately 70% to 93% following recent statements from the Bank of Japan [16]