沪指9连阳,数字货币爆发,拉卡拉涨超12%,国投白银LOF午后再跳水
21世纪经济报道·2025-12-29 07:34

Market Overview - On December 29, A-shares showed mixed performance with the Shanghai Composite Index slightly up by 0.04%, while the Shenzhen Component Index and the ChiNext Index fell by 0.49% and 0.66% respectively. The total market turnover was approximately 2.16 trillion yuan, a decrease of 23.4 billion yuan compared to the previous trading day, with over 3,300 stocks declining [1]. Sector Performance - The robotics sector was notably active in the afternoon, with companies like Boke Co., Ltd. hitting the daily limit and reaching historical highs. Other stocks in the commercial aerospace sector also performed well, with Shenjian Co. achieving an eight-day limit up streak [2]. - The digital currency sector saw a strong rally in the afternoon, with stocks like Cuiwei Co. hitting the daily limit and Lakala rising over 12% [3]. - Conversely, the battery, dairy, and power sectors experienced significant declines, with the battery sector seeing Huasheng Lithium Battery drop over 7% and the power sector, particularly Guodian Power, falling nearly 8% [2]. Digital Currency Developments - The People's Bank of China announced an action plan to enhance the management and service system for digital currency, set to be implemented on January 1, 2026. Key highlights include interest payments on digital yuan wallet balances and the inclusion of digital yuan in the reserve requirement framework for banking institutions [4][5]. Fund Market Activity - The Guotou Silver LOF fund, which focuses on silver futures, exhibited extreme volatility on December 29, initially hitting a limit down before surging to a high of 2.776 yuan, ultimately closing at 2.543 yuan, reflecting a slight increase of 0.75% [6]. - The fund manager previously cautioned that the fund is intended for long-term silver asset allocation rather than short-term speculation, highlighting risks associated with valuation corrections and net asset value declines [8].