A股指数分化，沪指转涨，创业板指跌0.91%。CPO、首发经济、光伏、消费电子概念股走弱。中金公司拟换股吸收合并东兴证券与信达证券，中 金公司、东兴证券涨停，信达证券涨近7%。 港股低开，恒生指数跌0.54%，恒生科技指数跌1.11%。科网股多数回调，商汤跌逾3%，小米集团、小鹏汽车跌逾2%。中金公司涨逾7%。 国内商品期市开盘多数上涨，焦煤涨4.61%，钯金涨4.55%，燃油涨2.43%，沪锡涨2.43%，沥青涨2.01%，多晶硅涨0.63%，集运指数(欧线)跌 2.34%。 国债期货开盘多数持平，30年期主力合约涨0.21%报112.220元，10年期主力合约跌0.01%报107.990元，5年期主力合约持平于105.830元，2年期主 力合约持平于102.436元。 9:52 沪指转涨，深成指和创业板指跌幅收窄。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3872.61 | 2.33 | 0.06% | | 399001 | 深证成指 | 13175.28 | -49.23 | -0.37% ...

人民财讯12月18日电，CPO概念震荡回暖，截至发稿，瑞斯康达（603803）、长飞光纤（601869）涨 停；奥特维、奕东电子（301123）、深科达等跟涨。 ...

Market Overview - The A-share market opened lower with the Shanghai Composite Index down 0.34%, the Shenzhen Component down 0.85%, and the ChiNext Index down 1.17% [2] - The Hang Seng Index also opened lower, down 0.54%, with the Hang Seng Tech Index declining by 1.11% [5] Company Developments - China International Capital Corporation (CICC) plans to absorb and merge Dongxing Securities and Xinda Securities through a share swap, leading to a surge in CICC's stock price by over 7% [5] - CICC's stock price reached 38.38, reflecting a 10% increase [3] - Dongxing Securities' stock price increased to 14.44, marking a 9.98% rise [4] Sector Performance - The sectors showing weakness include CPO, initial public offerings, photovoltaic, and consumer electronics [2]

人民财讯12月18日电，12月18日，三大指数集体低开，沪指跌0.34%，深证成指跌0.85%，创业板指跌 1.17%。盘面上，证券、煤炭、石油等板块涨幅居前；CPO概念、养殖业、酒店餐饮、半导体、建材等 板块跌幅居前。 ...

Market Overview - On December 17, A-shares experienced a strong upward trend, with the ChiNext Index leading the gains. The Shanghai Composite Index closed at 3870.28 points, up 1.19%, the Shenzhen Component Index at 13224.51 points, up 2.40%, and the ChiNext Index at 3175.91 points, up 3.39% [2] - The total trading volume in the Shanghai and Shenzhen markets reached 183.43 billion yuan, an increase of 86.3 billion yuan compared to the previous trading day [2] CPO Concept and Performance - The CPO concept sector saw significant gains, with Lian Te Technology hitting a 20% limit up, and the three major optical module companies (Xinyi Sheng, Tianfu Communication, and Zhongji Xuchuang) experiencing substantial increases [2] - The strong performance in the CPO sector was driven by the overall market rally, with over 3600 stocks rising [2] Lithium Battery Industry - The lithium battery supply chain showed robust activity, with stocks like Jinyuan Co. and Tianji Co. hitting the limit up. The main contract for lithium carbonate futures rose over 7%, nearing 110,000 yuan/ton [3] - Dongguan Securities reported that the new energy vehicle market is experiencing a surge in sales, supported by tax exemption policies, while demand for energy storage remains strong. The overall demand for lithium batteries is expected to remain robust, with a slight increase in production planned for December [3] - The development of solid-state batteries is progressing, with semi-solid batteries starting to gain traction and pilot lines for all-solid-state batteries set to launch [3] Computing Hardware Sector - The GPU star stock, Muxi Co., officially listed on the Sci-Tech Innovation Board, saw its stock price surge by 755% at one point, closing at 829.9 yuan per share, with a total market capitalization of 332 billion yuan [4] - Muxi Co.'s initial offering price was 104.66 yuan per share, resulting in a profit of over 360,000 yuan per share for investors, making it one of the most profitable new stocks in A-share history [5] Future Market Outlook - According to Daitong Securities, the market is expected to maintain a steady upward trend in the medium to long term, supported by favorable policies. A "barbell" strategy is recommended for investment, balancing aggressive positions in sectors like communications and semiconductors with defensive positions in consumer sectors [6] - The overall valuation of the A-share market remains attractive compared to global peers and other asset classes, with the dividend yield of the CSI 300 index exceeding the yield of 10-year government bonds by 80 basis points [6]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：国际金融报 12月17日，"神秘资金"午后发力，A股上演大反攻：通信等科技线领涨，贵金属同步走强，创业板指飙 逾3%，但成交额仍不足1.9万亿元。 31个申万一级行业中，共计28个收涨，其中14个板块涨幅超过1%。通信板块涨幅超5%，有色金属、电 子、基础化工、电力设备等板块涨幅靠前。 | HCBS | 名称 | . | 最新 | 深幅% | 周深幅% | 年制度令家幅次 | 成交费 1 | 加市值 所属行业 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300502 | 新易盛 | 40 | 446.10 | 9,55 | 4.23 | 442.54 | 213亿 | 4434亿 通信设备 | | 300308 | 中际相割 | 4 | 86'6899 | 6.92 | 1.37 | 60008E | 186亿 | 6555亿 通信设备 | | 300476 | 脏灰科技 | 13 | 304,16 | 5,95 | 0.58 | 625,57 | 135 ...

01 12月17日，多只宽基ETF午后放量，中证A500ETF成交尤为活跃，沪深300ETF、创业板ETF、科创50ETF 等宽基ETF也有较大成交额，大资金抄底迹象明显。 02 广发基金基金经理夏浩洋表示，科技板块，特别是AI，泡沫化论调不会消失，并还将反复。但整体来看， AI产业高度景气且蓬勃发展，对于明年在应用和端侧的突破仍持乐观态度。 | 代码 | 简称 | 活情 | 近一个月涨幅 | | --- | --- | --- | --- | | | | (%) | (%) | | 515880 | 通信ETF | 5.56 | 16.34 | | 159259 | 成长ETF | 5.28 | 7.62 | | 159382 | 创业板人工智能ETF南方 | 5.19 | 15.52 | | 159388 | 创业板人工智能ETF国泰 | 5.10 | 66'ST | | 159242 | 创业板人工智能ETF大成 | 5.09 | 15.77 | | 159363 | 创业板人工智能ETF华宝 | 5.00 | 15.55 | | TE9E83 | 通信设备ETF | 5.00 | 20.16 | | ...

今日市场迎来久违大涨行情，早盘市场小幅走高，午后急速拉升，券商板块集体异动大涨，带动市场人 气，CPO概念全天强势表现，截至收盘，三大股指涨幅均超1%！ 聚焦A股核心资产、全市场唯一尾号500的中证A500ETF华宝（563500）早盘表现温和，午后直线猛 拉，收盘放量大涨逾2%，强势站上所有均线，场内成交3585万元。值得注意的是，今日中证A500ETF 华宝盘中持续溢价，显示买盘资金较为活跃！ | 序号 | 代码 | 間称 | 权重 | 涨跌幅 | | --- | --- | --- | --- | --- | | 1 | 300750.SZ | 宁德时代 | 3.64% | 1.32% | | 2 | 600519.SH | 贵州茅台 | 3.37% | 0.78% | | 3 | 601318.SH | 中国平安 | 2.35% | 1.57% | | ব | 600036.SH | 招商银行 | 1.97% | -0.43% | | ട | 601899.SH | 紫金矿业 | 1.74% | 1.81% | | 6 | 300308.SZ | 中际旭创 | 1.69% | 6.92% | | 7 ...

Core Viewpoint - The article discusses various ETFs tracking the ChiNext Index, focusing on their low fee rates and the composition of the underlying indices, which include a significant representation of emerging industries. Group 1: ChiNext ETF - The ChiNext ETF tracks the ChiNext Index, which consists of 100 stocks with large market capitalization and good liquidity, primarily from emerging industries [2] - The index has a rolling price-to-earnings (P/E) ratio of 39.3 times, with nearly 60% of its composition in the power equipment, communication, and electronics sectors [2] Group 2: ChiNext 200 ETF - The ChiNext 200 ETF tracks the ChiNext Mid-cap 200 Index, comprising 200 stocks with medium market capitalization and good liquidity [2] - The index reflects the overall performance of representative mid-cap companies in the ChiNext market, with over 40% of its composition in the information technology sector [2] - The rolling P/E ratio for this index is reported at 99.0 times [2] Group 3: ChiNext Growth ETF - The ChiNext Growth ETF tracks the ChiNext Growth Index, which includes 50 stocks characterized by strong growth potential and good liquidity [2] - The index has a rolling P/E ratio of 39.1 times, with nearly 80% of its composition in the communication, power equipment, electronics, non-bank financials, and pharmaceutical sectors [2] - The index has seen a growth of 4.1% recently [2]

Market Performance - On December 17, A-shares saw a collective rise in the three major indices, with the Shanghai Composite Index increasing by 1.19% to close at 3870.28 points, the Shenzhen Component Index rising by 2.40% to 13224.51 points, and the ChiNext Index up by 3.39% to 3175.91 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 181.11 billion yuan, an increase of 87 billion yuan compared to December 16 [1] Sector Performance - Most industry sectors experienced gains, with notable increases in energy metals, precious metals, insurance, battery, fertilizer, small metals, power equipment, and non-ferrous metals [1] - Conversely, the decoration and aerospace sectors saw declines [1] Stock Movements - A total of 3626 stocks rose, with 57 hitting the daily limit up, while 1635 stocks fell, with 25 hitting the daily limit down [1] - The insurance sector and securities sector were pivotal in driving the market's upward movement on December 17, marking a shift from previous reliance on the banking sector [2] Lithium and CPO Concepts - The lithium mining concept showed strong performance due to a significant price increase, with lithium carbonate futures rising over 70% from their annual low [2] - The CPO (Co-Packaged Optics) concept also gained traction, driven by predictions that the global optical module market could exceed $37 billion by 2029 [2] Technical Analysis - The three major indices formed a bullish engulfing pattern on December 17, indicating a potential end to the recent market adjustment [3] Local Stock Performance - In Hunan stocks, 100 out of 147 stocks rose, but the overall gains were modest, with Zhuzhou Smelter Group leading at a 6.45% increase [4] - Zhuzhou Smelter Group reported earnings per share of 0.75 yuan and a net profit of 858.10 million yuan for the third quarter of 2025, reflecting a year-on-year growth rate of 47.51% [4] - The company has a significant capacity for lead, zinc, and copper mining, and has recently received awards for its technological advancements in zinc smelting and waste treatment [4]