二、当日热点 1.海南自贸港 一、行情回顾 市场全天探底回升，三大指数涨跌互现。海南板块集体爆发，海马汽车、海南高速等近10股涨停。房地产板块午后走强，万科A、华夏幸福等涨停。光通信 概念延续涨势，长飞光纤、中瓷电子等涨停。零售概念表现活跃，永辉超市3连板，茂业商业、中央商场2连板。下跌方面，福建板块冲高回落，海欣食品跌 停。个股跌多涨少，沪深京三市超2800股飘绿，今日成交1.79万亿。 海南自贸港今日反弹大涨，海南发展、罗牛山、海南瑞泽等多股涨停。 2.房地产 房地产板块午后开盘爆发，万科A、世联行、财信发展等多股涨停。 据智通财经报道，12月10日，中共海南省委关于制定国民经济和社会发展第十五个五年规划的建议发布。其中提出，推动"买全球精品"。促进免税购物提质 升级，进一步挖掘国潮、海南独家、科技新品等供给，有序构建"离岛免税+岛内居民日消品免税+跨境电商"多层次供给格局。持续提升中国国际消费品博 览会的规模和影响力。 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 = | | | --- | --- | --- | --- | --- | --- | ...

Core Viewpoint - The optical communication sector is experiencing a resurgence, with significant stock price increases for companies like TeFa Information, which has seen a limit-up in trading, and others reaching historical highs due to advancements in high-speed interconnect technology crucial for AI data center efficiency [1] Group 1: Market Performance - TeFa Information has achieved a limit-up in trading, marking its second consecutive day of gains over four days [1] - Other companies such as Changguang Huaxin, Dongtian Micro, Saiwei Electronics, Fuzhijing Technology, Dekeli, and Yuanjie Technology have also shown strong performance, with notable increases in stock prices [1] Group 2: Industry Growth Projections - According to TrendForce's latest research, high-speed interconnect technology is pivotal for the efficiency and scalability of AI data centers [1] - The global market for optical transceiver modules exceeding 800G is projected to reach 24 million units by 2025, with an estimated growth to nearly 63 million units by 2026, representing a growth rate of 260% [1]

据交易所数据显示， 中瓷电子连续三个交易日涨停，晋级3连板。该股今日于9时48分封涨停，成交额 14.35亿元，换手率5.97%。金融界App AI线索挖掘：中瓷电子为碳化硅、 光通信、 国企改革概念热 股，近期相关概念板块受到市场关注，带动该股持续上行。 风险提示：连板股波动剧烈，注意追高风 险，理性投资！（注：以上由AI基于交易所等公开数据生成，内容不构成投资建议。） ...

炒股的朋友可以免费领取福利，具体看这里。 要闻精选与涉及板块 1. 中央政治局会议：明年经济工作要坚持稳中求进、提质增效，更好统筹国内经济工作和国际经贸斗 争，更好统筹发展和安全；继续实施更加积极的财政政策和适度宽松的货币政策，发挥存量政策和增量 政策集成效应。 【涉及板块】整个市场流动性无忧，这是市场走牛的必备前提之一 2. 央视新闻：进入冬季，多地中小学生相继迎来"雪假"出游热度高涨。11月29日至12月7日"雪假"期 间，从乌鲁木齐和阿勒泰出发的机票预订量显著增长。从乌鲁木齐出发的机票预订量环比11月15日至23 日增长45%，而从阿勒泰出发的机票预订量环比增长48%，尤其飞往南方温暖城市的航线更受欢迎。 【涉及板块】AI应用概念 5. 税务总局：前11个月，办理离境退税的境外旅客数量同比增长285%，退税商品销售额和退税额同比 增长98.8%。截至11月底，全国离境退税商店已达12252家，提供"即买即退"服务的商店超7000家。 【涉及板块】免税概念 6. 证券时报：临近年末，跨年行情预期升温。但公募在跨年布局上则各有各的"心思"，浮盈明显的基金 想保存收益平稳收尾，前期回报不明显的基金则想最后再冲 ...

| 股票名称 | 连板天数 | 所属概念 | | --- | --- | --- | | 安记食品 | 6 | 调味品 | | 龙洲股份 | 5 | 卫星导航 | | 骏亚科技 | 5 | 人形机器人 | | 舒华体育 | 4 | 冰雪产业 | | 厦门港务 | 3 | 港口物流 | | 昆兴股份 | 3 | 金属包装 | | 东百集团 | 3 | 首店经济 | | 博纳影业 | 2 | 影视院线 | | 安妮股份 | 2 | 造纸印刷 | | 达华智能 | 2 | 商业航天 | | 中瓷电子 | 2 | 光通信 | | 南京商旅 | 2 | 跨境电商 | | *ST岩石 | 2 | 日酒 | | 厦门空港 | 2 | 航空枢纽 | | 永辉超市 | 2 | 零售 | | 威帝股份 | 2 | 国企改革 | | 大业股份 | 2 | 商业航天 | | 再升科技 | 2 | 商业航天 | 12月9日，Wind数据显示，A股市场共计54只个股涨停。其中商业航天板块多股连板，达华智能、大业 股份2连板。一图速览今日连板股>> 第二财经 一图速览今日连板股>> 连板股 12.09 截至收盘斩获连板个股 ...

沪指缩量下跌0.37%，两市下跌个股超4000只，光模块、福建本地股持续走强。安记食品6连板，龙洲股份、骏亚科技5连板，一图看懂>> 公司控股股东拟约7.72亿元转让15.92%股份,实控人将变更为晟世天安 国产芯片 摩尔线程、沐曦科技等陆续上市 纳尔股份 公司收购菲莱测试不低于51%股权,进入半导体设备、设备零部件等领域 有色金属 五矿发展 五矿集团旗下,公司主要从事资源贸易、金属贸易、供应链服务三大类业务;资源贸易 涉及铁矿石、铁合金、煤炭、焦炭、废钢等 真他 威帝股份 2天2板 国内汽车电子控制产品供应商 线上线下 公司数字营销业务主要布局于短视频和信息流领域，公司已与字节跳动旗下媒体平台 (今日头条、抖音、西瓜视频等) 等国内顶级媒体建立了稳定合作关系 17 46.4 呼和浩特零售市场龙头,旗下深圳地区的所有门店和成都地区的人东店、光华店为离境 退税店 欣贺股份 公司位于福建省厦门市，公司主营JORYA、JORYAweekend、ANMANI恩曼琳、 Caroline、AIVEI五个自主品牌的中高端女装设计、生产和销售 安记食品 6天6板 公司位于福建泉州市，系复合调味品小龙头，主要产品包括复合调味粉 ...

Group 1 - The core viewpoint of the news highlights the strong performance of AI-related stocks and ETFs in the A-share market, driven by favorable policy changes regarding AI chip exports to China [1] - NVIDIA's stock rose nearly 3% in after-hours trading following the announcement that the Trump administration will allow companies like NVIDIA, AMD, and Intel to sell AI chips to China, marking a significant shift in export policy [1] - NVIDIA is actively investing in AI infrastructure globally, including a £2 billion investment in the UK and collaborations with major companies in Germany and South Korea to enhance AI capabilities [1] Group 2 - The optical communication industry is entering a new growth cycle, driven by multiple favorable factors, with a transition from 800G to 1.6T technology [2] - The third quarter's performance was subdued, which is considered a normal part of the upgrade process, while the fourth quarter is expected to see a recovery in industry sentiment confirmed by leading companies [2] - Leading companies with strong technology, stable customer relationships, and scalable delivery capabilities are expected to benefit significantly from the high demand for computing power during this upgrade period [2] Group 3 - For selecting AI computing ETFs, the创业板人工智能ETF华夏 (159381) has a high content of optical modules and the lowest fee rate among similar products at 0.20% [3] - The 5G communication ETF (515050) focuses on computing hardware and has a scale exceeding 7 billion, deeply engaging with the supply chains of NVIDIA, Apple, and Huawei [3] - The 云计算50ETF (516630) targets domestic computing software and hardware, covering various popular computing concepts and also has the lowest fee rate for tracking its index [3]

Core Insights - The article provides an overview of the latest performance rankings of open-end funds, highlighting the top and bottom performers based on net asset value changes [2][3]. Fund Performance Summary - The top 10 funds with the highest net value growth include: 1. Guorong Rongxin Consumption Selected Mixed C: 0.8604, +10.01% 2. Guorong Rongxin Consumption Selected Mixed A: 0.8737, +10.00% 3. Guoshou Anbao Strategy Selected Mixed A: 1.9361, +9.14% 4. Guoshou Anbao Strategy Selected Mixed C: 1.3901, +9.13% 5. Qianhai Kaiyuan Hu Gang Shen Le Xiang Life: 3.1760, +8.92% 6. Yongying High-end Manufacturing A: 1.9172, +8.57% 7. Great Wall Jiuxiang Mixed A: 1.6313, +8.57% 8. Yongying High-end Manufacturing C: 1.8938, +8.56% 9. Great Wall Jiuxiang Mixed C: 1.6032, +8.56% 10. Puyin Ansheng Digital Economy Mixed A: 1.1539, +8.46% [2]. - The bottom 10 funds with the lowest net value growth include: 1. Huatai Bairui Hong Kong Stock Medical Selected Mixed C: 1.1262, -2.40% 2. Huatai Bairui Hong Kong Stock Medical Selected Mixed A: 1.1264, -2.40% 3. Yinhua Fuli Selected Mixed C: 0.6014, -2.32% 4. Yinhua Fuli Selected Mixed A: 0.6159, -2.30% 5. Bank of China Hong Kong Stock Connect Medical Mixed C: 1.7433, -2.21% 6. Bank of China Hong Kong Stock Connect Medical Mixed A: 1.7674, -2.21% 7. Penghua CSI Hong Kong Banking Index A: 1.6149, -2.14% 8. Penghua CSI Hong Kong Banking Index C: 1.8033, -2.13% 9. Ping An Hong Kong Stock Connect Medical Innovation Selected Mixed A: 1.0512, -2.10% 10. Ping An Hong Kong Stock Connect Medical Innovation Selected Mixed C: 1.0488, -2.09% [3]. Market Analysis - The Shanghai Composite Index opened high but retreated, closing with a small gain, while the ChiNext Index opened low and weakened, closing with a moderate gain. The total trading volume reached 2.05 trillion, with 3,409 stocks rising and 1,866 falling [5]. - Leading sectors included communication equipment, comprehensive categories, semiconductors, components, and industrial machinery, all with gains exceeding 2% [5]. - The fastest-growing fund in net value was Guorong Rongxin Consumption Selected Mixed C, while the fund with the poorest performance was Huatai Bairui Hong Kong Stock Medical Selected Mixed C [6].

证券研究报告 | 2025年12月08日 金融工程日报 A 股放量大涨，CPO 板块爆发 市场表现：20251208 大部分指数处于上涨状态，规模指数中中证 2000 指数 表现较好，板块指数中创业板指表现较好，风格指数中沪深 300 成长指数表 现较好。通信、电子、计算机、非银、国防军工行业表现较好，煤炭、石油 石化、食品饮料、钢铁、电力公用事业行业表现较差。光模块(CPO)、光芯 片、光通信、通讯设备精选、基站等概念表现较好，央企煤炭、贵州省国资、 黄金精选、磷化工、PTA 等概念表现较差。 市场情绪：20251208 收盘时有 78 只股票涨停，有 8 只股票跌停。昨日涨停 股票今日高开高走，收盘收益为 5.10%，昨日跌停股票今日收盘收益为 -1.87%。今日封板率 69%，较前日下降 7%，连板率 34%，较前日提升 6%。 市场资金流向：截至 20251205 两融余额为 24817 亿元，其中融资余额 24641 亿元，融券余额 176 亿元。两融余额占流通市值比重为 2.6%，两融交易占市 场成交额比重为 10.3%。 折溢价：20251205 当日 ETF 溢价较多的是卫星 ETF，ETF ...

Core Viewpoint - Changguang Huaxin (688048.SH) announced unusual stock trading fluctuations, highlighting a recent increase in computing power demand and the uncertainty surrounding the contribution of its optical communication products to sales and profits [1] Group 1: Product Development and Market Position - The company has achieved mass production of its 100G EML and has begun sample delivery for its 200G EML, while 100G VCSEL, 100mW CW DFB, and 70mW CWDM4 DFB chips have reached mass production shipping levels [1] - Despite these advancements, the contribution of these products to the company's sales and profits remains highly uncertain [1] Group 2: Business Risks and Market Uncertainties - The company's optical communication business is significantly influenced by various factors, leading to considerable uncertainty in future development [1] - Geopolitical complexities may provide short-term opportunities in international markets, but the company's overseas business layout is still in its infancy, posing risks of underperformance and business obstacles [1] - Supply chain and raw material risks may arise during business development, particularly due to reliance on specific materials like indium phosphide, which could affect production delivery and cost control if supply chain fluctuations or changes in the international trade environment occur [1] - The demand in the optical communication market is closely tied to the progress of data center construction and global computing power demand; a slowdown in downstream investment or lower-than-expected demand could negatively impact the company's performance [1]