每期比赛的税前现金奖励为：第1名奖励688元，第2~4名奖励188元/人，第5~10名奖励88元/人，其余正收益选手均分500元正收益奖。月度积分王的税前 现金奖励为：第1名奖励888元，第2~4名奖励288元/人，第5~10名奖励188元/人，第11~30名奖励68元/人，第31~100名奖励18元/人。 为方便选手了解有价值的信息，与高手交流市场热点和投资技巧。报名掘金大赛后，就能申请加入掘金大赛交流群，加群方法是：点击微信主页右上 角"+"号，选择"添加朋友"，然后点击"企业微信联系人"，输入手机号13882019385，添加企业微信火山君。 对于大盘方面，有参赛高手认为，目前上证指数在消化3970点附近的压力，如果后市突破该压力位，那么将挑战前期高点4034点。 每经编辑｜吴永久 12月29日，上证指数大幅震荡，在上午行情表现较好，在下午，行情分化加大。商业航天概念股表现最好，市场炒作受益于商业航天的细分板块，如碳 纤维板块涨幅居前。 由每日经济新闻App举办的掘金大赛第80期比赛于12月15日开始比赛，多位选手跑步入场，抓住了行情。报名时间为12月13日至12月31日，比赛时间为12 月15日至12 ...

Market Overview - A total of 72 stocks hit the daily limit, while 26 stocks faced limit down, resulting in a sealing rate of 73% [1] - The Shanghai Composite Index slightly increased by 0.04%, while the Shenzhen Component Index and the ChiNext Index fell by 0.49% and 0.66% respectively [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.14 trillion yuan, a decrease of 20.9 billion yuan compared to the previous trading day [1] Stock Performance - Victory Energy achieved a 12-day limit up streak, while other notable stocks included Jia Mei Packaging with 10 limit ups in 12 days, and Shen Jian Co. with 8 consecutive limit ups [1][3] - The highest limit up stocks included Fenglong Co., Luxin Investment, China Satellite, and Daye Co., each with 4 consecutive limit ups [1] - The market saw over 3,300 stocks decline, indicating a broad market pullback despite some individual stock successes [1] Sector Analysis - The carbon fiber, brain-computer interface, and commercial aerospace sectors showed the highest gains, while the pharmaceutical commerce, energy metals, and lithium battery sectors experienced the largest declines [1] - The commercial aerospace sector was boosted by new regulations from the Shanghai Stock Exchange, leading to significant stock price increases for companies like China Satellite, which surpassed a market cap of 100 billion yuan [5] - The robotics sector also gained momentum following the establishment of a standardization committee for humanoid robots, with stocks like Fenglong Co. and Victory Energy seeing significant price increases [6] Investment Trends - The consecutive limit up rate for stocks decreased to 47.62%, indicating a cooling off in the market's enthusiasm for high-flying stocks [3] - The previous leading sectors, particularly lithium battery concepts, saw a substantial pullback, while the commercial aerospace sector began to show signs of internal differentiation [3][5] - The market is expected to face increased pressure as the last trading day before the New Year approaches, with potential for greater volatility [9]

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints of the Report - On December 26, the broader market showed a volatile trend with increased trading volume. The Shanghai Composite Index recorded an eight - consecutive - day gain after two intraday dips were recovered. The commercial space concept attracted capital inflows in the afternoon, while other sectors faced significant long - short divergence. The short - term sentiment deviated from the gain - loss ratio, with nearly 3,400 stocks falling but nearly 100 stocks hitting the daily limit. The electrolyte, lithium ore, and industrial metal concepts led the gains, while the lithography machine, optical chip, and OCS concepts led the losses [5] 3. Summary by Relevant Catalogs 3.1 Market Review - Index Performance - The closing price of the Shanghai 50 Index was 3,045.4036 with a turnover of 34.1 billion yuan, a trading volume of 0.41 billion, and a daily change of 0.32%. The closing price of the CSI 300 Index was 4,604.27 with a turnover of 175.4 billion yuan, a trading volume of 0.35 billion, and a daily change of 266.26. The closing price of the CSI 1000 Index was 4,736.66, and its specific turnover and trading volume were not clearly stated [3] 3.2 CFFEX Stock Index Options Trading Situation - For the Shanghai 50 Index options, the trading volume of call options was 3.54 million contracts, and that of put options was 2.47 million contracts. The open interest of call options was 5.10 million contracts, and that of put options was 3.03 million contracts. The trading volume PCR was 0.68, and the open interest PCR was 1.07. For the CSI 300 Index options, the trading volume of call options was 13.58 million contracts, and that of put options was 9.03 million contracts. The open interest of call options was 4.55 million contracts, and that of put options was 0.50 million contracts. The trading volume PCR was 0.71, and the open interest PCR was 9.42. For the CSI 1000 Index options, the trading volume of call options was 32.12 million contracts, and that of put options was 19.53 million contracts. The open interest of call options was 27.04 million contracts, and that of put options was 12.58 million contracts. The trading volume PCR was 0.64, and the open interest PCR was 0.98 [3] 3.3 Volatility Analysis - **Shanghai 50 Volatility Analysis**: The historical volatility chart and volatility cone of the Shanghai 50 Index were presented, including data such as the 5 - day, 20 - day, 40 - day, 60 - day, and 120 - day historical volatilities, as well as the minimum, 10%, 30%, 60%, 90%, and maximum values. The volatility smile curve and the next - month at - the - money implied volatility were also shown [3][4] - **CSI 300 Volatility Analysis**: Similar to the Shanghai 50 Index, the historical volatility chart, volatility cone, volatility smile curve, and the next - month at - the - money implied volatility of the CSI 300 Index were provided [4] - **CSI 1000 Volatility Analysis**: The report included the historical volatility chart, volatility cone, volatility smile curve, and the next - month at - the - money implied volatility of the CSI 1000 Index [4]

截至收盘，上证指数涨0.04%，深证成指跌0.49%，创业板指跌0.66%。市场全天成交额超2.15万亿元。 今日，市场午后延续轮动，上证指数微涨，迎来日线"9连阳"。 盘面上，机器人概念午后活跃，两大龙头股上纬新材、步科股份收获"20CM"涨停，股价均创历史新高；受利好消息影响，数字货币概念快速拉升，翠微 股份涨停；商业航天概念延续强势，神剑股份8连板，金风科技、雷科防务等十余股涨停。能源金属、医药商业、电池等板块回调明显。 机器人概念午后活跃 今日午后，机器人概念反复活跃，板块内个股上演涨停潮。上纬新材、步科股份收获"20CM"涨停，双双创历史新高；天奇股份、五洲新春等多股涨停。 | 消息面上，12月25日，北京市政府新闻办举行2026年北京亦庄人形机器人半程马拉松新闻发布会。本届赛事将于2026年4月19日7时30分鸣枪开跑，重点聚 | 焦人形机器人的自主性、拟人化、长续航能力和适应能力，展示人形机器人极限运动能力，推动人形机器人技术从实验室走向规模化应用。本届赛事期 | | --- | --- | | 间，还将同期举办全新赛事——机器人巴图鲁挑战赛。挑战赛以应急救援为主题背景，模拟多类救援场景闯关关卡 ...

盘面上，机器人概念走强，上纬新材（688585）等近20股涨停；商业航天概念延续强势，神剑股份8连板，中国卫星4连板，此外还有十余股涨停；数字货 币概念活跃，御银股份、翠微股份涨停，拉卡拉涨超12%；碳纤维概念拉升，和顺科技20%涨停，吉林化纤涨停。此外，石油、多元金融、风电、光伏等 板块涨幅居前；能源金属、电池、医药商业、商业百货、酿酒、锂矿概念等板块跌幅居前。全市场约2000只个股上涨，今日成交2.16万亿元。 中信建投日前发布研报认为，经历了此前中期调整，近期上证指数八连阳传递了积极信号，A股跨年行情已经启动。在机构投资者的一致乐观预期下，明 年春季躁动行情有望提前；海外AI模型调整结束，美国战略重心西迁，海外流动性和风险持续改善；近期"十五五"产业政策与事件密集发布，投资者政策 预期高涨；以上三大预期共同推动市场跨年行情启动。 机器人概念股掀涨停潮 机器人概念午后拉升，个股掀涨停潮。截至收盘，上纬新材、瑞松科技、步科股份20%涨停，中超控股、冀凯股份、海格通信、川润股份等十余股涨停。 | 斯菱智驱 | 124.30 +14.23% -6532.63万 | | --- | --- | | 创 30155 ...

两大板块个股掀涨停潮。 12月29日，上证指数微涨实现九连阳，刷新今年以来的最长连阳纪录。截至收盘，上证指数上涨0.04%，深证成指下跌0.49%，创业板指下跌0.66%。 盘面上，机器人概念走强，上纬新材(688585)等近20股涨停；商业航天概念延续强势，神剑股份（002361）8连板，中国卫星（600118）4连板，此外还有 十余股涨停；数字货币概念活跃，御银股份（002177）、翠微股份（603123）涨停，拉卡拉（300773）涨超12%；碳纤维概念拉升，和顺科技（301237） 20%涨停，吉林化纤（000420）涨停。此外，石油、多元金融、风电、光伏等板块涨幅居前；能源金属、电池、医药商业、商业百货、酿酒、锂矿概念等 板块跌幅居前。全市场约2000只个股上涨，今日成交2.16万亿元。 中信建投（601066）日前发布研报认为，经历了此前中期调整，近期上证指数八连阳传递了积极信号，A股跨年行情已经启动。在机构投资者的一致乐观 预期下，明年春季躁动行情有望提前；海外AI模型调整结束，美国战略重心西迁，海外流动性和风险持续改善；近期"十五五"产业政策与事件密集发布， 投资者政策预期高涨；以上三大预期共 ...

Group 1: Market Overview - The Shanghai Composite Index experienced a slight increase, achieving a nine-day winning streak, marking the longest consecutive rise this year, closing up by 0.04% [2] - The Shenzhen Component Index and the ChiNext Index fell by 0.49% and 0.66%, respectively [2] - Approximately 2,000 stocks rose in the market, with a total trading volume of 2.16 trillion yuan [2] Group 2: Robotics Sector - The robotics sector saw significant gains, with nearly 20 stocks hitting the daily limit, including Upwind New Materials and Ruisheng Technology, both reaching a 20% increase [4][6] - The establishment of the humanoid robot and embodied intelligence standardization committee by the Ministry of Industry and Information Technology is expected to enhance the development and application of humanoid robots [6] Group 3: Commercial Aerospace Sector - The commercial aerospace sector continued to strengthen, with stocks like Aerospace Hanyu and Superjet shares rising by 20% and over 16%, respectively [8] - The Shanghai Stock Exchange released guidelines to support commercial rocket companies in listing on the Sci-Tech Innovation Board, which is expected to boost the sector [11] Group 4: Digital Currency Sector - The digital currency sector experienced a surge, with stocks such as Lakala rising over 12% and others like Yuyin and Cuiwei hitting the daily limit [13] - The People's Bank of China announced a new action plan to strengthen the management and service system for digital renminbi, set to be implemented on January 1, 2026 [14][15]

Market Overview - The market opened high but experienced a decline, with the three major indices falling back towards the end of the trading day [2] - Silver futures saw a significant drop, with the Shanghai Silver futures falling over 2% and retreating more than 12% from its peak [3] Commodity Performance - Lithium carbonate futures hit the limit down, while palladium and platinum futures also reached the limit down with a decline of 10% [4] - Spot silver prices fell below $75 per ounce, with a drop exceeding 3% [5] Factors Influencing Silver Prices - The decline in silver prices is attributed to profit-taking and progress in peace negotiations between Trump and Zelensky regarding the potential end of the Russia-Ukraine war [7] - Year-to-date, silver has increased by 181%, outperforming gold, driven by factors such as being recognized as a critical mineral, tight supply, low inventory, and rising industrial and investment demand [7] - Gold prices have also surged, up 72% this year, influenced by expectations of further rate cuts by the Federal Reserve, geopolitical tensions, strong central bank demand, and increased ETF holdings [7] Future Projections - Analysts suggest that if the next Federal Reserve chair adopts a dovish policy, gold could potentially reach $5,000 per ounce next year [7] - Silver may aim for $100 per ounce in 2026 if interest rates drop, industrial demand remains strong, and supply shortages persist [7] Stock Market Performance - The Shanghai Composite Index closed slightly higher, achieving a "9 consecutive days of gains" with a rise of 0.04%, while the Shenzhen Component and ChiNext Index fell by 0.49% and 0.66%, respectively [12] - A total of 1,995 stocks rose, while 3,332 stocks declined, indicating a mixed market sentiment [12] Sector Highlights - Robotics concept stocks remained active, with companies like Upwind New Materials and Buke Co., Ltd. hitting the daily limit up [14] - Commercial aerospace concept stocks continued to perform strongly, with multiple stocks reaching the daily limit up [16] - Digital currency concept stocks surged, with companies like Yuyin Co., Ltd. and Cuiwei Co., Ltd. hitting the daily limit up following the announcement of a new digital currency management framework by the People's Bank of China [18] Declines in Specific Sectors - The lithium battery sector faced significant declines, with companies like XWANDA and Hongyuan Pharmaceutical dropping over 10% [19]

12月29日，三大指数涨跌不一，沪指微涨走出九连阳，从板块来看，商业航天概念延续强势，中国卫星 走出4连板，创出历史新高，总市值突破1000亿。神剑股份8连板，金风科技、雷科防务等19股涨停。 华泰证券认为，商业航天产业正从培育期进入壮大期，未来政策面或将通过优化行业准入、强化项目核 准、推动基础设施共建共享等措施，引导资源向核心技术突破和高附加值环节集中。 （文章来源：21世纪经济报道） 消息面上，《上海证券交易所发行上市审核规则适用指引第9号——商业火箭企业适用科创板第五套上 市标准》近日出台，旨在鼓励商业火箭企业开展关键核心技术产品研发创新，增强制度的包容性、适应 性，加快推进商业航天创新发展、主动服务航天强国战略。 ...

【12月29日连板股分析：连板股晋级率近五成 中国卫星4连板创历史新高】今日共72股涨停，连板股总 数18只，其中三连板及以上个股10只，上一交易日共21只连板股，连板股晋级率47.61%（不含ST股、 退市股）。个股方面，全市场连续第二个交易日超3000只个股下跌，短线情绪有所减弱。高位连板龙头 依旧受资金追捧，胜通能源走出12连板，神剑股份T字涨停晋级8连板。不过值得注意的是，大跌个股 数量激增，合兴包装、圣晖集成、百大集团、安记食品等前期人气股跌停，宏源药业、佳缘科技等跌超 10%。板块方面，商业航天概念继续爆发，权重中国卫星走出4连板创历史新高，总市值突破1000亿。 此外，神剑股份8连板，大业股份、鲁信创投4连板，泰尔股份3连板，人气股航天发展再度走出2连板， 参股蓝箭航天的金风科技3天2板；机器人概念延续强势，优必选产业链的锋龙股份4连板，天奇股份3连 板，恒勃股份、步科股份、瑞松科技20CM涨停，消息面上，工信部人形机器人与具身智能标准化技术 委员会成立会议日前在京召开，标委会主要承担人形机器人与具身智能基础共性、关键技术等领域行业 标准制修订工作。 转自：智通财经 ...