AI医疗概念反复活跃，美年健康、迪安诊断双双3连板，泓博医药20cm涨停； 商业航天概念局部走强，陕西华达、电科芯片均涨停。 早盘创业板指冲高回落，盘中一度跌超1%。南财金融终端显示，截至早盘收盘，沪指跌0.03%，深成指跌0.31%，创业板指跌0.83%。 盘面上热点快速轮动，全市场超2800只个股下跌。 从板块来看，AI应用概念延续强势，十余只成分股涨停，引力传媒、利欧股份、省广集团涨停； | 沪深A股 | | 上证A股 深证A股 | 创业板 科创板 风险警示 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 名称 | 涨幅 | 最新价 | 涨跌 | | 量比 | 换手率 | 振幅 | 成交额▼ | | 1 002202 | | 金风科技 | -0.03% | 35.12 | -0.01 | +0.34% | 1.18 | 19.57% | 15.40% | 220.35亿 | | 2 300058 | | 蓝色光标 | +6.79% | 22.02 | +1.40 | +0. ...

Group 1 - The core concept of controllable nuclear fusion is to generate immense energy by mimicking the sun's principles on Earth, which has been officially included in China's future industrial system as a new economic growth point [1][5] - The "14th Five-Year Plan" emphasizes the strategic layout for future industries, particularly focusing on hydrogen energy and nuclear fusion energy [1] - The Hefei Future Science City is developing a cluster of large scientific devices for nuclear fusion, including the CRAFT facility and the BEST experimental device, which is expected to be completed by 2027 [3][5] Group 2 - The BEST device aims to achieve stable nuclear fusion reactions, with plans to conduct plasma physics experiments and potentially light the first lamp around 2030, laying the groundwork for commercial fusion power generation [5] - The integration of high-temperature and low-temperature superconducting magnets, along with advanced diagnostic technologies and AI for plasma control, is crucial for the compact design of the BEST device [3][5] - The goal is to achieve a fusion power output that is 20 to 30 times greater than the input, with potential fusion power reaching between 1.5 GW and 2 GW, which can then be converted into electricity for grid connection [5]

1月13日，三大指数宽幅震荡，创业板指冲高回落，盘中一度跌超1%。截至午盘收盘，沪指跌0.03%， 深成指跌0.31%，创业板指跌0.83%。 值得注意的是，继昨日市场成交逾3.64万亿，刷新A股单日成交额新纪录后，今日沪深两市半日成交额 2.44万亿，较上个交易日放量1283亿。 目前，市场最担心的是成交量持续放大之后的调整风险。梳理发现，A股历史上连续超3万亿的情况， 主要集中在2024年10月和2025年8-9月。 ①2024年10月8日（3.48万亿元）天量成交后，市场经历了剧烈的震荡与回调； ②2025年8-9月市场上3万亿成交后，沪指逼近3900点，但冲高回落出现放量滞涨，多空博弈激烈，市场 分歧加剧。 热门板块 1、AI应用领涨市场 AI应用概念延续强势，十余只成分股涨停，引力传媒、利欧股份、省广集团涨停。 2、医疗概念反复活跃 医疗概念反复活跃，美年健康、迪安诊断双双3连板，泓博医药20cm涨停。 点评：中泰证券认为，CRO、CDMO行业内外需共振，供给端逐步出清。CRO、CDMO板块自2024Q4 海外降息周期开启带来投融资逐步恢复、2025Q2地缘谈判带来悲观预期改善、2025年以来国内创 ...

Core Viewpoint - The A-share market is experiencing fluctuations, with the ChiNext Index showing a decline after an initial rise, while the AI application sector remains strong, particularly in AI healthcare and commercial aerospace concepts [1] Market Performance - The ChiNext Index fell over 1% during the session, and the CSI A500 Index decreased by 0.03% [1] - As of the morning close, ETFs tracking the CSI A500 Index showed mixed performance, with 9 ETFs exceeding a trading volume of 100 million yuan, and 2 surpassing 6.1 billion yuan [1] - The trading volumes for A500 ETFs were reported as follows: Southern A500 ETF at 7.961 billion yuan and CSI A500 ETF at 6.155 billion yuan [1] Sector Analysis - The AI application concept continues to show strength, with AI healthcare concepts being particularly active, while the controllable nuclear fusion concept saw a collective decline [1] - Brokerages maintain a positive outlook for the A-share market, suggesting that a new round of bullish sentiment may emerge, supported by expectations of a slow bull market and seasonal trading activity [1]

Market Overview - The ChiNext Index experienced a high and then a decline, dropping over 1% at one point during the early session on January 13. The total trading volume for the Shanghai and Shenzhen markets reached 2.44 trillion yuan, an increase of 128.3 billion yuan compared to the previous trading day [1] - The overall market saw over 2800 stocks decline, with the Shanghai Composite Index down 0.03%, the Shenzhen Component Index down 0.31%, and the ChiNext Index down 0.83% [1] Sector Performance - The AI application sector continued to show strong performance, with over ten constituent stocks hitting the daily limit. Notable stocks include Ingrity Media, Liou Co., and Shengguang Group, all of which reached the limit [1] - The AI medical sector remained active, with Meiyan Health and Dean Diagnostics achieving three consecutive limit-ups, while Hongbo Pharmaceutical hit a 20% limit-up [1] - The commercial aerospace sector showed localized strength, with Shaanxi Huada and Electronic Science and Technology Chip both reaching the limit [1] - Conversely, the controlled nuclear fusion sector saw a collective decline, with Zhongzhou Special Materials and Wangzi New Materials experiencing significant drops [1] Limit-Up Performance - The limit-up rate was recorded at 69.00%, with 72 stocks hitting the limit and 32 stocks touching the limit on the previous day [3] - The opening rate for limit-up stocks was 85%, with a profit rate of 2.96% [3]

Market Overview - The three major A-share indices collectively adjusted, with the Shanghai Composite Index down 0.03% to 4163.84 points, the Shenzhen Component Index down 0.31%, and the ChiNext Index down 0.83% [1] - The North Stock 50 Index decreased by 0.27% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 24,684 billion yuan, an increase of 1,360 billion yuan compared to the previous day, with over 2,800 individual stocks declining [1] Sector Performance - Precious metals prices reached historical highs, leading to a significant increase in the precious metals sector [1] - The medical services, gaming, and CRO (Contract Research Organization) sectors showed notable gains [1] - Several companies issued risk warning announcements, resulting in a widespread decline in commercial aerospace stocks [1] - The military equipment, controllable nuclear fusion, and CPO (Contract Production Organization) sectors experienced the largest declines [1] Individual Stock Highlights - The new "Yi Zhongtian" continued to perform strongly, with "Yidian Tianxia" and "Tianlong Group" achieving three consecutive trading limit increases [1] - "Chinese Online" saw a rise of over 14% [1]

可控核聚变板块大幅调整，弘讯科技跌停，斯瑞新材、天力复合、中天火箭、派克新材、四创电子、华 菱线缆等跟跌。 ...

可控核聚变，是指在地球上通过科学装置模仿太阳发光发热的原理产生巨大能量。"十五五"规划建议提出，前瞻布局未来产业，推动氢能和核聚变能等成为 新的经济增长点，这标志着可控核聚变能被明确纳入国家未来产业体系。 "十五五"时期将是中国聚变能源发展的关键阶段，在这场"追光逐日"的征程中，如何按下加速键？在安徽合肥，三个核聚变领域的大科学装置正在形成集群 力量。 走进紧凑型聚变能实验装置BEST园区，工地上机器轰鸣，现场一片忙碌的建设场景。目前，这项关乎人类未来能源的宏大工程，已经进入工程总装阶段， 正在将真空室、磁体重力支撑等在内的聚变堆"心脏"部件精确安装到主机基坑内。 中国科学院合肥物质科学研究院副院长 宋云涛：紧凑型就是既要用到高温超导磁体，又要用到低温超导磁体，把高温和低温超导磁体技术都用到这个装置 上。同时我们要用很多先进诊断，不要让这个装置做得太庞大。甚至我们把AI技术都用到等离子控制上，实际上整个装置做得更加集成，是为了聚变能解 决面向未来聚变的应用的一系列科学和技术问题。 紧凑型聚变能实验装置BEST，是在地球上模仿太阳发光发热的原理产生能量，也就是核聚变反应，并让这种反应持续稳定运行。按计划，BES ...

每经AI快讯，有投资者在投资者互动平台提问：公司是否有可控核聚变相关业务，贵公司有被邀请至 将于1月16日召开的核聚变大会吗？ （记者 张喜威） 锡装股份（001332.SZ）1月13日在投资者互动平台表示， 1、 公司在可控核聚变领域尚未形成销售收 入。目前公司已与国内核聚变领域权威科研院所签署联合开发框架协议，共同开发聚变应用大型低温泵 产品，该类产品作为可控核聚变所需的关键设备之一。但相关产品研发和业务开拓具有不确定性，请注 意投资风险。 2、 公司已报名参加2026核聚变能科技与产业大会，届时公司会有相关人员参加该会议。 ...

Group 1: Government Investment Fund Regulations - The article discusses the introduction of a systematic regulation for government investment funds by multiple departments, focusing on investment direction, methodology, and management [2][3] - The new regulations emphasize supporting major strategies and key areas, promoting technological and industrial innovation, and encouraging long-term investments in hard technology [2] - The regulations aim to optimize fund assessment systems by considering industry uncertainties and integrating the concept of "due diligence exemption" into government investment funds [2][3] Group 2: Satellite Applications - China has submitted an application for 203,000 new satellites to the International Telecommunication Union, marking the largest frequency and orbit resource application in the country's history [4][5] - The application includes various entities beyond traditional satellite operators, indicating a strategic reserve for future satellite deployment [4] - The need for a large-scale satellite network is highlighted, as low-orbit satellites require extensive deployment to provide continuous service [5] Group 3: Robotic Vacuum Market - Chinese brands dominate the global robotic vacuum market, accounting for nearly 70% of total shipments, with significant growth in emerging markets [6][7] - The rapid transformation in the industry is attributed to technological advancements and competitive pressures that have led to innovation and cost control [6] - The entry of various tech companies into the robotic vacuum sector indicates that market competition is far from over [7] Group 4: Smartphone Market Trends - Global smartphone shipments are projected to grow by 2% in 2025, with Apple leading the market share at 20% [8][9] - The demand in emerging markets is a key driver for this growth, while high-end smartphone models are gaining popularity [8] - The article notes potential challenges in the smartphone market due to rising chip prices and the emergence of alternative electronic products [9] Group 5: ETF Dividend Announcement - Huatai-PB Fund announced a record cash dividend for its CSI 300 ETF, marking the first time the dividend exceeds 1 yuan per 10 shares [10][11] - The total dividend amount could reach 11 billion yuan, reflecting the growing trend of index ETFs and their increasing scale [10] - The article explains that ETF dividends do not change total asset value but allow for early realization of profits for investors [11] Group 6: A-share Margin Trading - In 2025, new margin trading accounts in A-shares reached 1.5421 million, the highest in nearly a decade, indicating strong market interest [12][13] - The total margin balance increased significantly, reflecting a robust demand for leveraged trading amid a rising market [12] - The article warns that while margin trading has surged, it remains below the peak levels seen in 2015, and brokers are taking precautionary measures [13] Group 7: Gold Price Surge - Spot gold prices have surpassed $4,600 per ounce for the first time, driven by global uncertainties and rising geopolitical risks [14][15] - The article attributes the price increase to various factors, including rising fiscal deficits and central banks' ongoing gold purchases [14] - While short-term price fluctuations may occur, the long-term outlook for gold remains bullish, with expectations for new highs [15] Group 8: Stock Market Performance - The stock market experienced a significant rally, with major indices rising over 1%, and trading volume reaching a historical high [16][17] - The surge was driven by strong performances in AI applications and commercial aerospace sectors, attracting substantial market interest [16] - The article notes that extreme market emotions can lead to corrections, but the strong start to the year may validate previous expectations for market performance [17]