第一财经·2025-12-30 07:32Core Viewpoint - The article discusses the performance of the stock market on December 30, highlighting a mixed trading day with the Shanghai Composite Index slightly down while the Shenzhen Component and ChiNext indices showed gains. The article emphasizes the surge in humanoid robot concept stocks and the active performance of sectors like digital currency, AI smartphones, and short drama games, while noting a pullback in the photovoltaic industry chain [3][4]. Market Performance - The Shanghai Composite Index closed at 3965.12, down 0.16% [4] - The Shenzhen Component Index rose by 0.49% to 13604.07 [4] - The ChiNext Index increased by 0.63% to 3242.90 [4] Sector Highlights - Humanoid robot concept stocks experienced a collective surge, with over ten stocks hitting the daily limit up, including: - Buke Co., Ltd. (+20.00% to 145.99) - Haichang New Materials (+19.98% to 30.98) - Wu Zhi Electromechanical (+18.59% to 63.80) [5][6] - The liquid cooling server concept also saw gains, with stocks like Unified Co. and New Times hitting the daily limit up [5][7]. Capital Flow - Main capital inflows were observed in sectors such as general equipment, automotive, and home appliances, while there were outflows from telecommunications, batteries, and photovoltaic equipment [9]. - Notable net inflows included: - Sanhua Intelligent Controls: 2.786 billion - N Qiang Yi: 1.824 billion - Shanzi Gaoke: 1.538 billion [9]. - Significant net outflows were recorded for: - Goldwind Technology: 2.871 billion - Aerospace Development: 2.377 billion - China Satellite: 2.006 billion [9]. Institutional Perspectives - Guotai Junan expressed that the upcoming cross-year market trend presents a good opportunity for positioning during adjustments [10]. - Qianhai Bourbon Fund noted that the market is expected to reverse as anticipated, with indices likely to reach new highs [11]. - Pacific Securities predicted that the cross-year market will start with a broad rally, with the volatility of major stock index options remaining low, suggesting a steeper upward trend ahead [12].