板块上来看，创新药概念股表现活跃，CPO、电子元器件、互联网等板块涨幅居前；而贵金属、海南自贸港、房地产等震荡调整。 一起来看下最新的市场情况及资讯。 12月9日开盘，A股市场震荡拉升，创业板指涨逾1%，沪指跌0.03%，深成指涨0.35%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3922.79 | 13376.53 | 1418.57 | | -1.28 -0.03% | +46.54 +0.35% | -7.68 -0.54% | | 科创50 | 创业板指 | 万得全A | | 1353.91 | 3224.50 | 6322.00 | | +3.12 +0.23% | +34.23 +1.07% | +6.53 +0.10% | | 沪深300 | 中证500 | 中证A500 | | 4624.80 | 7179.66 | 5564.18 | | +3.05 +0.07% | +7.29 +0.10% | +2.81 +0.05% | | 中证1000 | 深证100 | 中证红利 | | 7437.69 | 5895.60 | 5502.05 | ...

港股方面，三大指数悉数下跌，百度集团、华虹半导体、哔哩哔哩跌幅居前。 | 恒生指数 | 恒生国企 | | 恒生科技 | | | --- | --- | --- | --- | --- | | 25684.64 | 9035.91 | | 5628.08 | | | -80.72 -0.31% | -47.62 -0.52% | | -34.47 -0.61% | | | 恒指期货 | 港股通50 | | 恒生生物科技 | | | 25727 | 3868.99 | | 0.00 | | | -50 -0.19% | -1.96 | -0.05% | 0.00 | 0.00% | 【导读】创新药概念股表现活跃，CPO板块走高 一起来看下最新的市场情况及资讯。 12月9日开盘，A股市场震荡拉升，创业板指涨逾1%，沪指跌0.03%，深成指涨0.35%。 板块上来看，创新药概念股表现活跃，CPO、电子元器件、互联网等板块涨幅居前；而贵金属、海南自贸港、房地产等震荡调整。 | 名称 | 现价 | 涨跌幅 = | 总市值 三 | | --- | --- | --- | --- | | 百度集团-SW | 122.000 ...

Core Viewpoint - The CPO sector in the A-share market has experienced a significant surge, with multiple stocks reaching their historical highs, driven by the increasing demand for AI computing power and the ongoing upgrade of the optical module industry [1][2]. Group 1: Stock Performance - Dekoli (688205) reached a 20% increase, with a total market value of 26.1 billion and a year-to-date increase of 136.95% [2]. - Yueling Co. (002725) saw a 9.98% rise, with a market value of 4.485 billion and a year-to-date increase of 63.28% [2]. - Taicheng Light (300570) increased by 8.46%, with a market value of 29.5 billion and a year-to-date increase of 80.23% [2]. - Ruijie Network (301165) rose by 6.65%, with a market value of 69.6 billion and a year-to-date increase of 71.08% [2]. - Zhongji Xuchuang (300308) increased by 5.01%, with a market value of 665.1 billion and a year-to-date increase of 387.06% [2]. - Other notable stocks include Jingwang Electronics, Juguang Technology, and Xinyi Sheng, all showing increases of over 3% [1]. Group 2: Industry Insights - The global optical module industry is accelerating its upgrade to 800G/1.6T due to the demand for AI computing power, with optical isolators becoming a critical component due to a global supply shortage of Faraday rotators [2]. - The production of Faraday rotators is monopolized by a few manufacturers in the U.S. and Japan, creating a significant supply-demand mismatch as the demand for high-speed optical modules surges [2]. - Companies positioned in the optical isolator sector are expected to benefit from their scarcity, sufficient production capacity, and high technical barriers, making them key players in the industry [2].

长城证券认为，AI应用的不断落地，将进一步倒逼算力基础设施以及端侧算力基础设施加快建设，因此， 持续看好相关产业链的投资机会，首先，以AIDC产业链为代表的光模块、PCB、主设备商以及铜缆等环 节，作为算力基础的基本支撑，需求快速释放，产业链迎业绩及估值的戴维斯双击，建议持续关注。 格隆汇12月9日｜A股市场CPO板块再度全线爆发，其中，德科立20CM涨停，跃岭股份10CM涨停，太辰光 涨超8%，锐捷网络涨超6%，中际旭创涨5%，景旺电子、炬光科技、新易盛、曙光数创、剑桥科技涨超 3%。值得注意的是，德科立、中际旭创、仕佳光子、光库科技、天孚通信创出历史新高。 国盛证券指出，在AI算力需求驱动下，全球光模块产业正加速向800G/1.6T升级。光隔离器作为光模块中 保护激光器的关键无源组件，正因其上游核心材料法拉第旋光片的全球性供应短缺，成为制约光模块产能 扩张的"卡脖子"环节。该材料技术壁垒极高，生产由美国、日本少数厂商垄断，而高速光模块需求爆发， 单模块隔离器用量随通道数增加，导致供需严重错配。这使得隔离器成为产业链中持续紧缺、具备价格弹 性的关键元件，布局此领域企业有望凭借其稀缺性、充足的产能与技术壁垒构 ...

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].

Group 1 - The market experienced a significant rebound with a trading volume exceeding 2 trillion yuan, marking a recovery in investor sentiment driven by policy expectations [1][2] - The ChiNext Index surged by 2.6%, led by strong performances in technology stocks, particularly in computing power and commercial aerospace sectors [2][4] - Non-bank financial sectors, including brokerage and insurance stocks, showed continued strength, with policies aimed at reducing investment risk factors for insurance companies potentially boosting market confidence [3][4] Group 2 - Resource sectors, particularly coal and oil, faced declines, with several stocks in these categories dropping over 3% [2] - The insurance sector is expected to perform better due to improved conditions on both asset and liability sides, while brokerage firms are positioned for a rebound following strong earnings growth [3][4] - Analysts suggest that the technology sector remains a key area for potential rebounds, especially with anticipated policy support and favorable macroeconomic conditions [4]

2025.12. 08 果。上证指数受益于金融板块的稳定作用小幅收涨,成长板块成为市场核心热点,直接拉动 创业板指、深证成指上涨。 1863家下跌 涨跌停比 818 上涨家数显著多于下跌家数,市场情绪整体向 好,赚钱效应明显。券商板块受政策利好推动, 多只个股涨停;半导体板块受益于AI算力需求 增长,业绩预期提升;算力硬件因技术迭代和产 能释放,成为市场热点。煤炭、食品饮料、贵金 属等板块有所调整。 两市成交额 4 万亿元 ▲ 17.9% 两市成交额大幅放量,刷新近期市场高点,呈现 "量价齐升"格局,反映出市场情绪的修复和风 险偏好的提升。成交额的放量主要集中在科技 (CPO、商业航天、半导体)与金融(券商、保 险)板块,传统周期板块(煤炭、油气)表现相对 疲软。 资金情绪 散户资金净流入 机构聚焦科技与金融主线,资金流入电子与半导体、证券板块、通信设备,抛售煤炭、食品饮料板块。散户 跟风热点与避险抄底并存,资金流入电子元件、通信设备等科技板块,与主力形成共振,部分散户抄底食 品饮料、汽车整车行业。 l 情绪 75.85% 足球 胜 = 证 指 数 3924.0% ຂໍ້ມີຄົມສາສິລິຍາ ແລະມີ ...

科技成长股今日归来，CPO、光芯片、光通信等概念强势领涨。指数层面，国证成长100指数上涨3.8%，国证自由现金流指数下跌0.3%，国证价值100指数 下跌0.6%。资金持续布局，Wind数据显示，成长ETF（159259）此前连续4个交易日获资金净流入，合计约2700万元。 国证成长100指数聚焦A股成长风格突出的股票，紧扣经济转型脉搏，当前指数超七成权重集中于电子、通信、计算机板块，精准卡位AI算力核心环节，结 构锐度突出。成长ETF（159259）是市场唯一跟踪该指数的产品，可助力投资者把握成长风格投资机遇。 （文章来源：每日经济新闻） ...

Core Viewpoint - The local stocks in Fujian have experienced a surge, with over 20 stocks hitting the daily limit up, indicating strong market activity and investor interest in the region [3][12]. Group 1: Market Performance - The Fujian sector's trading volume reached 1739.2 billion, with more than 20 stocks hitting the daily limit up [3]. - The CPO (Co-Packaged Optics) sector led the gains, with major players like Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication each exceeding 160 billion in trading volume [3]. - Tianfu Communication hit a historical high with a closing increase of 19.19%, bringing its market capitalization to 184.17 billion [3][8]. Group 2: Sector Highlights - The technology sector remains active, particularly in the computing power industry chain, with significant gains in CPO, F5G, optical fiber, and storage chip sectors [5]. - Companies like Dongtian Micro and Zhishang Technology achieved a daily limit up, while Tianfu Communication and Changguang Huaxin saw substantial price increases [5]. - The component sector also showed strong performance, with companies like Taijing Technology and Jingwang Electronics hitting the daily limit up [9]. Group 3: Policy and Development - The Xiamen Municipal Committee has proposed a plan to advance the digital transformation of the city, emphasizing the development of AI and digital infrastructure [12]. - The plan includes enhancing the supply of computing power, algorithms, and data to support the city's digital economy [12]. - There is a focus on regional collaborative development, strengthening transportation networks, and integrating into national markets [14].

智通财经12月8日讯，市场高开高走，深成指涨超1%，创业板指涨超2%。沪深两市成交额2.04万亿，较 上一个交易日放量3109亿，时隔20个交易日两市成交额再度突破2万亿元。盘面上，市场热点快速轮 动，全市场超3400只个股上涨。从板块来看，福建板块再度爆发，安记食品5连板，舒华体育、福建金 森等10余股涨停。算力硬件概念走强，天孚通信触及20cm涨停创新高。商业航天概念延续强势，顺灏 股份7天6板，龙洲股份4连板。下跌方面，煤炭板块表现疲软，安泰集团、陕西黑猫下挫。截至收盘， 沪指涨0.54%，深成指涨1.39%，创业板指涨2.6%。 板块方面 板块上，算力硬件方向全线走强，东田微、致尚科技、汇绿生态、景旺电子等个股涨停，天孚通信、光 库科技、德科立、源杰科技涨超10%，中际旭创涨超6%再创新高。 中信建投证券研究认为，近期，AI产业链催化不断，包括谷歌新模型性能大幅提升及TPU展示出的较强 能力、DeepSeek V3.2正式版发布、亚马逊发布Trainium3，以及市场对摩尔线程上市展现出的高参与热 情等等，同时更多公司包括英伟达、阿里、AMD等发表否认AI泡沫的观点，均展现了AI的良好发展前 景，故而 ...