Market Overview - A-shares experienced a collective rebound with the ChiNext Index leading the gains, closing at 3,831.43 points, up 0.17% for the Shanghai Composite Index, 0.83% for the Shenzhen Component Index, and 1.21% for the ChiNext Index [2] - The total trading volume for the Shanghai, Shenzhen, and Beijing markets reached 1,040.2 billion yuan [2] AI and GPU Sector - The AI sector saw renewed activity, with stocks like NewEase and Zhongji Xuchuang each exceeding 10 billion yuan in trading volume, with NewEase leading at 13.1 billion yuan [2] - GPU star stock Muxi Co., Ltd. debuted on the Sci-Tech Innovation Board, soaring by 755% at one point, reaching a peak price of 895 yuan per share, and closing at 824.50 yuan, marking a 687.79% increase [5][7] - Muxi Co., Ltd. achieved a market capitalization of 329.9 billion yuan at midday, with a single share profit of approximately 360,000 yuan, making it the most profitable new stock of the year [5][9] Lithium Battery and CPO Concepts - The lithium battery industry chain showed strong performance, with stocks like Jinyuan Co. and Tianji Co. hitting the daily limit [4] - The CPO concept experienced a rebound, with stocks like LianTe Technology rising nearly 15% and reaching a historical high [11] Consumer Sector - The consumer sector remained active, with significant gains in food and beverage, dairy, and tourism, as stocks like Ruipu Food and Zhuangyuan Pasture hit the daily limit [14] - Data from Qunar Travel indicated that hotel bookings in popular cities for the New Year period are expected to triple year-on-year, with Guangzhou, Nanning, and Shanghai being the top cities for bookings [15] Investment Insights - Huatai Securities reported that Chinese optical module companies are likely to maintain a competitive advantage, with significant demand expected for high-speed optical modules in 2026, driven by increased AI computing power investments [13] - Zhongyin Securities highlighted that various segments within the consumer sector, such as medical services and non-white liquor categories, show strong earnings growth and are currently undervalued, presenting investment opportunities [16]

12月17日上午，A股三大股指集体大涨，创业板指涨超1%。截至午间收盘，沪指涨0.17%，深证成指涨0.83%，创业板指涨1.21%。 沪深两市半日成交额为1.02万亿元，较上个交易日缩量987亿元。个股跌多涨少，全市场共1578只个股上涨，30只个股涨停，有3724只个股下跌。 从板块看，大科技集体反弹，锂矿、CPO概念股走高，通信设备、化肥农药、旅游酒店板块涨幅居前；而此前上涨幅度较大的海南自贸区、商业航天等概 念板块下挫。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 锂矿 | 锂电电解液 | 盐湖提锂 | 光模块(CPO | 稀有金属 | 化肥农药 | 通信设备 | 基本金属 | 软饮料 | 餐饮旅游 | | 5.45% | 4.43% | 3.34% | 3.21% | 2.62% | 2.48% | 2.48% | 2.02% | 1.94% | 1.77% | | 航空运输 | 工亦等寓 | 光通信 | SPD | 液冷服务器 ...

沐曦股份首日上市暴涨。 今天（12月17日）上午，A股市场主要指数涨跌互现，创业板整体走强。 今天A股市场有一只新股上市，为被市场称为"国产GPU第二股"的沐曦股份，其股价盘中一度达到895元/股，若按照此价格计算， 投资者中一签沐曦股份新股浮盈接近40万元，达39.5万元，超过此前摩尔线程创造的年内新股上市首日单签最高浮盈纪录。 创业板整体走强 今天上午，A股市场主要指数涨跌互现，截至上午收盘，上证指数涨0.17%，深证成指涨0.83%，创业板指涨1.21%。 此外，传媒、基础化工、交通运输等板块涨幅居前；国防军工、环保、农林牧渔等板块跌幅居前。 概念板块方面，锂矿概念、CPO概念等板块涨幅居前。 沐曦股份刷新年内新股首日单签浮盈纪录 今天A股市场有一只新股上市，为被市场称为"国产GPU第二股"的沐曦股份。 上午开盘沐曦股份报700元/股，盘中最高达到895元/股，若按照此价格计算，投资者中一签沐曦股份新股浮盈接近40万元，达39.5 万元，超过此前摩尔线程创造的年内新股上市首日单签最高浮盈纪录。截至上午收盘，沐曦股份报824.5元/股，涨幅达687.79%， 总市值超过3000亿元。 主要行业板块和赛道方 ...

（原标题：彻底刷屏！刚刚，A股最赚钱新股来了！） 【导读】中一签最高可盈利39.5万元，沐曦股份成为A股全面注册制以来最赚钱新股；上午大科技集体 反弹， 旅游酒店板块持续拉升 中国基金报记者 张舟 12月17日上午，A股三大股指集体大涨，创业板指涨超1%。截至午间收盘，沪指涨0.17%，深证成指涨 0.83%，创业板指涨1.21%。 沪深两市半日成交额为1.02万亿元，较上个交易日缩量987亿元。个股跌多涨少，全市场共1578只个股 上涨，30只个股涨停，有3724只个股下跌。 从板块看，大科技集体反弹，锂矿、CPO概念股走高，通信设备、化肥农药、旅游酒店板块涨幅居前； 而此前上涨幅度较大的海南自贸区、商业航天等概念板块下挫。 港股方面，恒生指数、恒生中国企业指数等上涨，恒生科技、恒生生物科技等指数微跌。个股方面，腾 讯控股、阿里巴巴、美团、中芯国际、携程集团、京东集团、百度集团等纷纷上涨。 消息面上，12月16日，碳酸锂期货主力合约连续第二个交易日站上10万元/吨的大关，此前12月15日碳 酸锂期货主力合约收盘价上破10万元/吨，创下2024年6月份以来新高。 旅游酒店板块拉升高涨 上午，旅游酒店板块持续拉 ...

【导读】中 一签最高可盈利39.5万元，沐曦股份成为A股全面注册制以来最赚钱新股；上午 大科技集体反弹， 旅游酒店板块持续拉升 中国基金报记者 张舟 1 2 月 17 日上午，A股三大股指 集体大涨，创业板指涨超1%。 截至午间收盘，沪指 涨 0.17 %，深证成指 涨0.83 %，创业板指 涨1.21 %。 沪深两市半日成交额为 1.02 万亿元 ，较上个交易日缩量987亿元 。 个股 跌 多 涨 少， 全 市场 共1578 只个股上涨， 30 只个股涨停， 有3724 只个股下跌。 从板块看， 大科技集体反弹，锂矿、CPO概念股走高，通信设备、化肥农药、旅游酒店板块 涨幅居前；而此前上涨幅度较大的海南自贸区、商业航天等概念板块下挫。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 锂矿 | 锂电电解液 | 盐湖提锂 | 光模块(CPO | 稀有金属 | 化肥农药 | 通信设备 | 基本金属 | 软饮料 | 餐饮旅游 | | 5.45% | ...

盘面上看，酿酒、农业、汽车、地产等板块走低，半导体板块拉升，旅游餐饮、保险、有色、食品饮料 等板块上扬，锂矿、CPO概念、液冷服务器概念等活跃。 东莞证券表示，当前国内经济政策持续发力，预计经济增长将保持在合理区间，这为进一步夯实资本市 场向好的基础提供了支撑。同时，政策红利逐步释放，有望提振市场信心，引导各类资金积极配置，推 动市场在震荡整固后，逐步重回盘升格局。行业方面，可关注有色金属、银行、公用事业、交通运输及 TMT等板块。 （文章来源：证券时报网） 17日早盘，沪指盘中窄幅震荡上扬，创业板指强势拉升，半日涨超1%。 截至午间收盘，沪指涨0.17%报3831.43点，深证成指涨0.83%，创业板指涨1.21%，沪深北三市合计成交 10403亿元。 ...

Core Viewpoint - The article highlights the significant debut of Muxi Co., Ltd., referred to as the "second domestic GPU stock," which saw its share price surge dramatically on its first trading day, setting a new record for single-sign profit for new stocks in the year [2][7]. Group 1: Stock Performance - Muxi Co., Ltd. opened at 700 CNY per share and reached a peak of 895 CNY per share during trading, resulting in a potential profit of approximately 395,000 CNY for investors holding one lot of shares [2][8]. - The closing price for Muxi Co., Ltd. was 824.5 CNY per share, reflecting a staggering increase of 687.79%, with a total market capitalization exceeding 300 billion CNY [8][11]. - This performance surpassed the previous record set by Moer Thread, which had a first-day single-sign profit of 286,900 CNY [11]. Group 2: Market Overview - On the same day, the A-share market exhibited mixed performance, with the Shanghai Composite Index rising by 0.17%, the Shenzhen Component Index increasing by 0.83%, and the ChiNext Index gaining 1.21% [4]. - The communication sector led the gains among major industry sectors, with an increase of over 3%, while the non-ferrous metals sector also performed well, highlighted by stocks like Shengxin Lithium Energy reaching the daily limit [6].

Market Overview - The Shanghai Composite Index rose by 0.17%, the Shenzhen Component Index increased by 0.83%, and the ChiNext Index gained 1.21%, while the North Stock 50 fell by 0.83% [1] - The total market turnover was 1,040.2 billion yuan, a decrease of 99.3 billion yuan compared to the previous day [1] Sector Performance - The lithium battery industry chain led the market, with CPO concept stocks showing repeated activity, and sectors such as aviation and non-ferrous metals performing well [1] - Stablecoins, commercial aerospace, and Hainan Free Trade Zone themes experienced adjustments [1] New Listings - Newly listed company Muxi Co., Ltd. saw a significant increase of nearly 700% in the first half of the trading day, with its market capitalization briefly exceeding that of Moore Threads [1] ETF Movements - The Southern Fund's Yangtze River Protection Theme ETF surged by 9.94%, with a latest premium/discount rate of 9.71% [1] - Lithium metal prices continued to rise, with various rare metal ETFs from GF Fund, ICBC Credit Suisse Fund, and Harvest Fund increasing by 3.33%, 3.24%, and 3.23% respectively [1] - The CPO sector rebounded, with the Guotai Fund's Communication ETF, the Fortune Fund's Communication Equipment ETF, and the Guotai Fund's ChiNext AI ETF rising by 2% [1] - Two Brazilian ETFs fell by 3%, while the satellite internet sector corrected, with the General Aviation ETF and Aviation ETF both declining by 2% [1] - Crude oil futures continued to decline, with the S&P Oil & Gas ETF dropping by 1.9% [1]

2025.12. 17 本文字数：1191，阅读时长大约2分钟 作者 | 一财 阿驴 11:31 A股午盘丨创业板指半日涨超1% 截至午盘，沪指涨0.17%，深成指涨0.83%，创业板指涨1.21%。 盘面上，锂电池产业链强势，CPO概念股反复活跃，航空、有色金属涨幅居前。商业航天、海南自 贸区等题材调整。新股沐曦股份半日大涨近700%，总市值一度超摩尔线程。 | 板块名称 | 涨幅量 | 涨速 | 涨停数 | | --- | --- | --- | --- | | 能源金属 | +3.62% | -0.32% | | | 旅游及酒店 | +2.33% | +0.02% | 2 | | 机场航运 | +1.83% | -0.04% | | | 医药商业 | +1.78% | +0.12% | - | | 小金属 | +1.70% | -0.24% | | | 申沁 | +1.59% | -0.03% | - | | 金属铅 | +1.55% | -0.12% | | | 金属钻 | +1.44% | -0.13% | = | | 同花顺果指数 | +1.31% | +0.08% | 1 | | 贵金属 | + ...

格隆汇12月17日｜A股市场CPO概念股走强，其中，联特科技涨超12%，炬光科技涨超10%，长飞光纤 10CM涨停，天孚通信、新易盛涨超7%，中富电路涨超6%，永鼎股份、光库科技、太辰光、景旺电 子、天通股份涨超5%，长芯博创、德科立、中际旭创、光迅科技、剑桥科技涨超4%。 ...