↑点击上面图片 加雪球核心交流群 ↑ A股三大指数今日集体回调，沪指终结17连阳。截止收盘，沪指跌0.64%，收报4138.76点；深证成指跌1.37%，收报14169.40点；创业板指跌 1.96%，收报3321.89点。沪深京三市成交额达到36991亿，较昨日放量541亿，再创历史天量。 行业板块涨少跌多，贵金属、医疗服务、采掘行业、生物制品板块涨幅居前，航天航空、通信设备、计算机设备、船舶制造、半导体、电子化学品 板块跌幅居前。 个股方面，上涨股票数量超过1600只，逾70只股票涨停。AI应用概念逆势上涨，十余只成分股涨停。AI医疗概念反复活跃，美年健康3连板，泓博 医药、新赣江等多股涨停。电网设备概念午后走强，特变电工、三变科技涨停。下跌方面，商业航天概念股重挫，板块中逾60只股票跌停或跌超 10%。让我们一起看看今天的热点， 01 午后电力板块突然爆拉！ 电网设备股异动拉升，截至14时整，三变科技、特变电工直线涨停。双杰电气、中国西电、三变科技、保变电气涨停，亿能电力、科润智控、新特 电气涨幅居前。在变压器行业的特变电工在短短十分钟从水下一路涨停。 | 特変車工 | | | | | --- | -- ...

经济观察网 三大指数集体调整，深成指跌超1%，创业板指冲高回落跌近2%。沪深两市成交额3.65万 亿，较上一个交易日放量496亿。盘面上，全市场超3700只个股下跌。从板块来看，AI应用概念逆势上 涨，十余只成分股涨停，引力传媒、利欧股份、省广集团涨停。AI医疗概念反复活跃，美年健康3连 板，泓博医药、新赣江等多股涨停。电网设备概念午后走强，特变电工、三变科技涨停。零售概念表现 活跃，三江购物2连板。下跌方面，商业航天、可控核聚变等板块跌幅居前。其中商业航天概念下挫， 顺灏股份、中国卫通等多股跌停。截至收盘，沪指跌0.64%，深成指跌1.37%，创业板指跌1.96%。 ...

MACD金叉信号形成，这些股涨势不错！ 转自：智通财经 【收评：创业板指冲高回落跌近2% 商业航天概念股集体退潮】智通财经1月13日电，三大指数集体调 整，深成指跌超1%，创业板指冲高回落跌近2%。沪深两市成交额3.65万亿，较上一个交易日放量496 亿。盘面上，全市场超3700只个股下跌。从板块来看，AI应用概念逆势上涨，十余只成分股涨停，引 力传媒、利欧股份、省广集团涨停。AI医疗概念反复活跃，美年健康3连板，泓博医药、新赣江等多股 涨停。电网设备概念午后走强，特变电工、三变科技涨停。零售概念表现活跃，三江购物2连板。下跌 方面，商业航天、可控核聚变等板块跌幅居前。其中商业航天概念下挫，顺灏股份、中国卫通等多股跌 停。截至收盘，沪指跌0.64%，深成指跌1.37%，创业板指跌1.96%。 ...

下跌方面，商业航天、可控核聚变等板块跌幅居前。其中商业航天概念下挫，顺灏股份、中国卫通等多股跌停。 凤凰网财经讯 1月13日，三大指数集体调整，深成指跌超1%，创业板指冲高回落跌近2%。沪深两市成交额3.65万亿，较上一个交易日放量496亿。 盘面上，全市场超3700只个股下跌。截至收盘，沪指跌0.64%，深成指跌1.37%，创业板指跌1.96%。 从板块来看，AI应用概念逆势上涨，十余只成分股涨停，引力传媒、利欧股份、省广集团涨停。AI医疗概念反复活跃，美年健康3连板，泓博医药、新赣江 等多股涨停。电网设备概念午后走强，特变电工、三变科技涨停。零售概念表现活跃，三江购物2连板。 封板率 52.00% 封板 66 触及 62 昨涨停今表现 1.06% 高开率 85% 获利率 涨停表现 ...

1月7日(周三)，A股在持续上涨后，依然放量收出小十字星，但盘中无大幅或者快速杀跌，投资者做多 意愿高。 低位港股科技——港股通科技ETF基金(159101.SZ)恒生互联网ETF(513330.SH)恒生科技指数 ETF(513180.SH)等； 低位红利资产——自由现金流ETF(159201.SZ)等； 配置层面，行情持续超预期，配置部分宽基锚定大势较为关键，同时右侧资金更倾向于积极布局，把握 行业β，关注高景气及景气回升的AI、新能源、电网设备、芯片、有色、石化、机器人等方向；左侧资 金在宽基锚定大势基础上，寻找回调机会，配置上述景气方向的同时，关注低位港股科技、券商、自由 现金流等红利资产，为组合提供韧性。 相关ETF： 宽基锚定大势——沪深300ETF华夏(510330.SH)A500ETF基金(512050.SH)等； 高景气资产——人工智能AIETF(515070.SH)机器人ETF(562500.SH)光伏ETF华夏(515370.SH)芯片 ETF(159995.SZ)等； 华夏基金投资者回报研究中心王波表示，开年持续大涨后，获利资金兑现意愿强，但盘中暂无大幅或者 快速杀跌方向，表明市场承接 ...

华夏基金投资者回报研究中心王波表示：从投资视角，行情超预期，配置部分宽基锚定大势较为关键， 同时两手准备：一方面右侧资金更倾向于积极布局，把握行业β，关注高景气及景气回升的算力、新能 源、电网设备、有色、石化等方向；另一方面左侧资金在宽基锚定大势基础上，在市场波动中逢低布 局，配置上述景气方向的同时，关注低位港股科技、文旅及自由现金流等红利资产，为组合提供韧性。 1月5日，A股开年首个交易日，市场情绪高涨，沪指跳空大涨，时隔34个交易日重返4000点上方，截至 10点55分，沪指涨超1%升至4009.88点。 相关ETF：沪深300ETF华夏(510330.SH)港股通科技ETF基金(159101.SZ)。 中信证券首席A股策略师裘翔表示："2026年最大的预期差来自于外需与内需的平衡，对外征税、补贴 内需应是大势所趋，今年是个重要的开端。站在开年，考虑到去年末的资金热度并不算高，人心思涨的 环境下开年后市场震荡向上的概率更高。" ...

通过天眼查大数据分析，冠城大通新材料股份有限公司共对外投资了29家企业，参与招投标项目7次， 知识产权方面有商标信息23条，专利信息6条，此外企业还拥有行政许可4个。 来源：市场资讯 12月29日，沪深两融数据显示，冠城新材上周累计获融资净买入额1089.96万元，居两市第492位，上周 融资买入额7790.93万元，偿还额6700.97万元。 冠城新材所属概念板块包括：电网设备、福建板块、2025中报扭亏、融资融券、储能、新能源车、锂电 池、参股银行。 资金流方面，冠城新材近5日主力资金流入4067.25万元，区间涨幅4.36%；近10日主力资金流入3043.91 万元，区间涨幅1.68%。 天眼查信息显示，冠城大通新材料股份有限公司，成立于1988年，位于福州市，是一家以从事电气机械 和器材制造业为主的企业。企业注册资本139166.8739万人民币，实缴资本139166.8739万人民币。公司 法定代表人为韩孝煌。 ...

Group 1 - The article discusses the evaluation of pivot points when RSR (strength) is high but RUN (smoothness) is low, indicating a higher risk in the current market conditions [1] - It emphasizes that RUN is more suitable for assessing the initial climbing phase, and a low RUN suggests poor trend quality and increased risk [1] - The article provides examples of stocks, such as TBEA, which have shown significant prior gains but are currently experiencing a pullback, highlighting the importance of assessing the stability of these stocks [1] Group 2 - The article compares three sets of pivot points, concluding that the first set is the most promising and safest, while the third set, despite showing some growth, is less certain [2] - It analyzes two typical stocks from the battery sector, noting that the stock with a higher RUN (Molybdenum) demonstrated greater potential compared to another stock (Tianqi Materials) with a declining RUN [3] - The essence of the analysis is to evaluate pullbacks in continuous trends using the maximum TR over a 20-day period, where more breaches indicate instability and lower potential [4] Group 3 - The article mentions that certain stocks in the optical connection sector are active but have low and declining RUN, suggesting that while they can be traded, they carry higher risks [4][6] - It highlights the importance of comparing RUN levels across different sectors to identify which stocks to choose, with a focus on those with higher RUN values [6] - The article concludes that stocks with a strong base are less favorable than those in the initial phase of a major upward trend, as profit-taking can lead to frequent TR breaches and increased risk [7]

Group 1: AI Regulation in the US - The US federal government has established a unified regulatory framework for AI, limiting states' powers to regulate AI and preventing the enforcement of existing state laws that may harm the US's global AI leadership [2][3] - The executive order aims to reduce compliance costs and time for tech companies, allowing them to focus more on research and commercialization [2][3] Group 2: Electric Bicycle Market - Sales of new standard electric bicycles have been sluggish, with some stores reporting no sales in a week, compared to previous sales of six to seven units per day [4] - The new standards have increased costs and prices, making it difficult for certain user groups, such as delivery workers and parents, to meet their needs [4][5] Group 3: OpenAI's GPT-5.2 Release - OpenAI has launched the GPT-5.2 series, which includes three versions optimized for professional tasks, achieving record benchmarks in various tests [6][7] - The GPT-5.2 Thinking model has significantly reduced error rates in visual tasks and is claimed to be the best visual model globally [6] Group 4: Broadcom's Financial Performance - Broadcom reported a 28% year-over-year revenue increase in Q4 2025, reaching $18.02 billion, with net profit up 39% to $9.71 billion, driven by a 74% increase in AI chip sales [8] - The company has a backlog of $73 billion in AI product orders, indicating strong demand despite some investor disappointment [8][9] Group 5: Lithium Market Outlook - Analysts predict that by 2026, lithium demand from energy storage systems will surpass that from electric vehicles, potentially leading to a supply shortage [12][13] - The lithium market has faced oversupply issues in recent years, but the maturation of the electric vehicle industry may boost demand for lithium in storage applications [12] Group 6: Fund Sales Regulation in China - The China Securities Investment Fund Industry Association is drafting new regulations to include investor profit and loss in fund sales performance assessments [14] - The regulations aim to enhance transparency and align the interests of fund sales personnel with those of investors, promoting better product selection based on risk preferences [14] Group 7: Stock Market Performance - The stock market experienced a rebound, with major indices closing in the green, driven by strong performance in sectors like commercial aerospace and semiconductor equipment [15][16] - Market sentiment remains cautious as the year-end approaches, with limited speculative activity and a focus on policy developments [16]

Market Overview - A total of 78 stocks hit the daily limit up, with 12 stocks experiencing limit down, resulting in a sealing rate of 87%. The market showed signs of recovery, with all three major indices closing in the green, and the ChiNext index rising nearly 1% [1] - The trading volume in the Shanghai and Shenzhen markets reached 2.09 trillion yuan, an increase of 235.1 billion yuan compared to the previous trading day [1] - The market saw rapid rotation of hotspots, with the number of advancing and declining stocks nearly balanced. Sectors such as controllable nuclear fusion, precious metals, power grid equipment, and commercial aerospace led the gains, while retail, real estate, and Hainan sectors faced declines [1] Stock Performance Analysis - The advancement rate for consecutive limit-up stocks dropped to 22.22%, indicating limited short-term sentiment recovery. Although the sealing rate for individual stocks was close to 90%, only two stocks achieved more than three consecutive limit-ups [3] - Notable stocks included Zai Sheng Technology with five consecutive limit-ups and Zhongyuan Home with three consecutive limit-ups. The North Exchange's Tianli Composite recorded two consecutive limit-ups [3][4] - The North Exchange 50 index initially surged over 2% but later faced a pullback, reflecting cautious sentiment among active funds towards small-cap stocks [3] Sector Highlights - The commercial aerospace sector received a boost from the upcoming launch of the Long March 12 rocket, which aims to achieve both "launch and recovery" goals. This has strengthened the popularity of stocks like Zai Sheng Technology and Tianli Composite [5] - The controllable nuclear fusion concept saw significant gains, with stocks like China Nuclear Construction and Guojin Heavy Industry hitting the limit up. The global nuclear fusion market is projected to approach 500 billion USD by 2030 [13] - The semiconductor sector is expected to see increased demand, with analysts predicting that the shipment volume of high-speed optical modules will exceed market expectations next year [6][20] Future Outlook - The market is expected to continue its upward trend, with trading volume surpassing 2 trillion yuan and over 100 stocks rising more than 10%. However, the number of stocks hitting the limit down also reached over ten, indicating ongoing market polarization [8] - The commercial aerospace sector may face potential divergences that could pressure speculative stocks, while the capacity-focused direction is likely to continue expanding towards the power grid sector [8] - The Shanghai Composite Index's ability to recover above 3900 points in the short term is crucial, as a failure to do so may lead to further downward pressure [8]