1月5日，A股三大指数集体高开。截至发稿，深证成指和创业板指涨超1%，科创50指数涨逾2%。 盘面上，人脑工程、航空、有色、通信设备、半导体等板块涨幅居前；公共交通、通用机械、运输服 务、传媒娱乐等板块跌幅居前。 保险板块盘中拉升，新华保险涨超6%，创历史新高，中国平安、中国人寿、中国人保、中国太保纷纷 上扬。 | 行情报价 封板竞价 | | | | | | --- | --- | --- | --- | --- | | ▼指 代码 名称 · · 涨幅%, | | | 现价 | 涨跌 | | 1 | 601336 新华保险 | R 6.93 | 74.53 | 4.83 | | 2 | 601318 中国平安 | R 4.27 71.32 71.32 | | 2.92 | | 3 | 601601 中国太保 | 4.18 R = | 43.66 | 1.75 | | ব | 601628 中国人寿 | p 3.71 47.19 | | 1.69 | | ഗ | 601319 中国人保 | 3.69 -------- Read | 9.28 | 0.33 | 白酒概念盘初拉升，怡亚通涨超3%，贵州茅台涨近2%， ...

长沙晚报掌上长沙12月26日讯（全媒体记者 周丛笑）今天市场冲高回落，沪指放量微涨0.1%，录得8连 阳。截至收盘，沪指涨0.1%，深成指涨0.54%，创业板指涨0.14%。沪深两市成交额2.16万亿元，较上一 个交易日放量2357亿元。 消息面，《广州市扶持游戏电竞产业发展的十八条措施》发布，单个企业每年获得本政策所涉及的财政 扶持资金最高不超过1000万元。四家头部硅片企业联合大幅上调报价，业内普遍反馈，本次硅片涨价主 要是上游硅料涨幅较大所致。国投白银LOF公告，将于12月26日开市起至当日10:30停牌；限制A类基金 份额定期定额投资金额为100元。 行情上，昨天市场延续反弹，三大指数全线飘红，短线情绪持续活跃，全市场再度逾百股涨停或涨超 10%。指数上，沪指迎8连阳，深成指、创业板指探底回升。盘面上，商业航天在连续两日的放量拉升 后，成为当前市场最为核心的热点题材，此外算力硬件方向也始终与指数高度共振。这两大热点核心个 股的资金反馈或对短线情绪起到风向标意义，若能始终维持震荡向上趋势行情，各短线题材仍有望在轮 动中反复活跃。观点仅供参考，投资有风险，入市需谨慎。 长江证券资深投资顾问刘浪表示，25日 ...

Market Performance - The market experienced a slight increase with the Shanghai Composite Index rising by 0.1%, marking an 8-day consecutive gain [1] - The Shenzhen Component Index increased by 0.54%, while the ChiNext Index rose by 0.14% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.16 trillion yuan, an increase of 235.7 billion yuan compared to the previous trading day [1] Sector Highlights - The commercial aerospace sector saw a significant surge, with companies like Shenjian Co., Ltd. (002361) achieving a 7-day consecutive rise and China Satellite (600118) recording a 3-day consecutive increase [1] - The lithium battery supply chain strengthened, with Tianji Co., Ltd. (002759) achieving 3 gains in 4 days, and other companies like Fulu Technology (000973) and Fengyuan Co., Ltd. (002805) hitting the daily limit [1] - The Hainan Free Trade Zone concept remained active, with Hainan Development (002163) achieving 5 gains in 6 days [1] - The Fujian sector saw localized gains, with Xiamen International Trade (600755) achieving 3 consecutive gains [1] Declining Sectors - The paper, liquor, and computing hardware sectors experienced notable declines, with the computing hardware concept showing weakness, particularly Changguang Huaxin, which fell over 11% [1]

涨停表现 封板率 12月26日，市场早盘冲高回落，三大指数盘中集体跳水翻绿。沪深两市半日成交额1.45万亿，较上个交易日大幅放量2513亿。 盘面上热点快速轮动，全市场超3900只个股下跌。截至收盘，沪指跌0.19%，深成指涨0.17%，创业板指跌0.15%。 从板块来看，锂电产业链快速走强，天际股份4天3板，宏源药业、永兴材料等多股涨停。商业航天概念反复活跃，神剑股份7连板，九鼎新材4连板，佳缘科 技、中超控股涨停。光伏概念局部拉升，协鑫集成、亿晶光电涨停。海南自贸概念表现活跃，海南发展6天5板。下跌方面，算力硬件概念表现较弱，长光华 芯跌超10%。 60.00% 封板 51 触及 34 昨涨停今表现 2.07% 高开率 61% 获利率 ...

Market Performance - The Shanghai Composite Index opened lower but closed higher, achieving a seven-day winning streak, with a final increase of 0.47% to 3959.62 points [1] - The Shenzhen Component Index rose by 0.33% to 13531.41 points, while the ChiNext Index increased by 0.3% to 3239.34 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 19245.23 billion yuan, an increase of 44.3 billion yuan compared to the previous trading day [1] Sector Highlights - The paper and commercial aerospace sectors showed significant activity, while precious metals and energy metals experienced adjustments [1] - The semiconductor equipment stocks became active again, with notable performances from companies like Zhongqi New Materials and Shenghui Integration, which hit historical highs [1] Investment Insights - According to the International Semiconductor Industry Association (SEMI), global semiconductor equipment sales are expected to reach $145 billion in 2026 and $156 billion in 2027, indicating strong future growth potential in the semiconductor sector [1] - The wine sector saw a rebound, with stocks like Shui Jing Fang hitting the daily limit, driven by rising wholesale prices for premium products like Moutai [2] Institutional Perspectives - Huaxi Securities suggests that the current market rally may be driven by new narratives, with potential growth in sectors like consumer electronics and finance, although the market is still engaged in older narratives [3] - Dongfang Securities anticipates that the market will continue to rebound, with technology remaining a key investment theme for the upcoming year, particularly in aerospace, computing hardware, and the semiconductor industry [4] - Galaxy Securities expresses optimism for a spring market rally in 2026, highlighting structural opportunities aligned with policy and industry trends [5]

Group 1 - The core viewpoint of the news is that the STAR 100 Index and its ETF are experiencing significant upward momentum, driven by a new wave of price increases in the semiconductor sector and strong market performance in technology-related stocks [1][2]. Group 2 - As of December 25, 2025, the STAR 100 Index rose by 1.45%, with component stock Ruichuang Micro-Nano increasing by over 4% [1]. - The STAR 100 Index ETF (588030) also saw a rise of 1.40%, marking its fifth consecutive increase, with a latest price of 1.37 yuan [1]. - Over the past week, the STAR 100 Index ETF has accumulated a rise of 3.75% [1]. - The liquidity of the STAR 100 Index ETF showed a turnover rate of 1.53% during the trading session, with a transaction volume of 93.0371 million yuan [1]. - The average daily transaction volume of the STAR 100 Index ETF over the past year was 3.32 billion yuan [1]. - A new round of price increases in the semiconductor sector has begun, with companies like SMIC and World Advanced announcing price hikes of around 10% for downstream customers, particularly in the BCD process platform [1]. - Major memory suppliers such as Samsung Electronics and SK Hynix have raised HBM3E prices by nearly 20% for the upcoming year [1]. - The STAR 100 Index ETF's latest scale reached 6.054 billion yuan, marking a one-month high [2]. - In the past two weeks, the STAR 100 Index ETF's shares increased by 10.5 million shares, indicating significant growth [2]. - The STAR 100 Index ETF experienced a net outflow of 16.1392 million yuan recently, but has attracted a total of 144 million yuan over the last ten trading days [2]. - The STAR 100 Index consists of 100 securities selected from the STAR Market based on market capitalization and liquidity, reflecting the overall performance of different market capitalization companies [2]. - As of November 28, 2025, the top ten weighted stocks in the STAR 100 Index accounted for 26.72% of the index, including companies like Huahong Semiconductor and BeiGene [2].

点击按钮▲立即预约 美国第三季度GDP增长4.3% 12月23日，美国经济分析局（BEA）公布的初步数据显示，美国三季度实际GDP年化季环比4.3%，预期3.3%，前值3.8%。美国三季度核心个人 消费支出（PCE）物价指数年化季环比2.9%，预期2.9%，前值2.6%。本次报告详细数据显示，作为美国经济最大支柱的消费者支出在第三季度 表现尤为亮眼，增长了3.5%，远高于第二季度的2.5%。 相比之下，投资端表现分化。非住宅类投资虽然保持增长，但增速从上一季度的7.3%放缓至2.8%。住宅投资则继续拖累经济，第三季度下降 5.1%，与第二季度的降幅持平。与此同时，衡量生产端收入的国内总收入（GDI）增长了2.4%，较上一季度的3.8%有所回落。（华尔街见闻） ｜点评｜ 美国三季度经济强劲增长，大幅超出市场预期。从数据中看，美国居民旺盛的消费需求、因关税扰动而缩小的贸易逆差以及科技公司 在AI领域投资的继续加码，共同推动美国三季度经济走强。不过，美国居民消费两极分化的迹象越来越明显，高净值人群在服务业上的消费意 愿偏强，部分低收入美国人的生活则正在面临困难，他们更容易受到美国持续通胀的影响，却难以从一路上扬的美 ...

1.单日涨幅榜 | 证券代码 | 证券间称 | 单日净值增长率(%) | 近1周回报(%) | 今年以来回报(%) | 基金经理(现任) | 基金规模(亿元) | | --- | --- | --- | --- | --- | --- | --- | | 019143.OF | 东财景气驱动A | 7.97 | 2.12 | 18.3 | 方一航 | 0.15 | | 015789.OF | 永赢高端装备智选A | 7.16 | 6.25 | 64.41 | 张璐 | 11.35 | | 004321.OF | 前海开源户港深强国产业 | 6.24 | 7.98 | 23.71 | 魏淳 | 1.22 | | 018815.OF | 方正富邦核心优势A | 5.55 | 7.21 | 11.77 | 吴 | 0.4 | | 000690.OF | 前海开源大海洋 | 5.31 | 9.18 | 28.81 | 刘宏 | 2.12 | | 018375.OF | 金信景气优选A | 5.08 | 4.36 | 12.48 | 杨超 | 0.07 | | 004666.OF | 长城久嘉创新成长A | 5.04 ...

Core Viewpoint - The A-share market showed a narrow fluctuation in the morning and rebounded in the afternoon, with significant gains across major indices, indicating a positive market sentiment and strong sector performance, particularly in commercial aerospace and computing hardware [1] Sector Movements - The commercial aerospace sector experienced a notable surge, with over 20 stocks hitting the daily limit, including Shenjian Co. with five consecutive limit-ups and Guoji Precision Engineering with three limit-ups in four days [1][7] - The computing hardware sector also saw a rise, with Huanxu Electronics achieving three limit-ups in six days and Yintang Intelligent Control hitting the limit [1][8] - The Fujian sector strengthened, highlighted by Anji Food with four limit-ups in seven days and Hexing Packaging with three consecutive limit-ups [1][8] - The PCB sector quickly escalated, with Shengyi Technology hitting the limit and reaching a historical high [1] Limit-Up Analysis - A total of 75 stocks hit the limit today, with 14 stocks achieving consecutive limit-ups, and a limit-up rate of 78% (excluding ST and delisted stocks) [1][4] - Key stocks in the commercial aerospace sector include: - Shenjian Co. (5 limit-ups) [7] - Guoji Precision Engineering (3 limit-ups in 4 days) [7] - Zai Sheng Technology (1 limit-up, supplier for SpaceX) [7] - Other notable stocks include: - Anji Food (10 limit-ups in 17 days) [8] - Hexing Packaging (3 limit-ups) [8] Related Hotspots - Recent developments in the commercial aerospace sector include the completion of the IPO guidance for Blue Arrow Aerospace, indicating a significant step in its capital market journey [8] - The successful first flight of the Long March 12A rocket on December 23, which aimed to achieve secondary orbit insertion, although the primary rocket recovery did not meet expectations, providing valuable data for future technology iterations [8]

记者从多个独立信源了解到，中芯国际已向下游客户发布涨价通知，且此次涨价主要集中于8英寸BCD 工艺平台，涨价幅度在10%左右。中芯国际方面向《科创板日报》记者回应称："公司对媒体新闻不做 回复和评价。"另有芯片公司人士透露，世界先进（VIS）同样通知BCD平台涨价10%。据其分析称，AI 服务器等产品电源芯片的大量需求占用BCD产能，是此次涨价主要行业因素，"暂不清楚未来其他晶圆 厂是否会跟进涨价"。（科创板日报） 消息称三星电子放缓DDR4停产进程 将与客户签署不得取消或更改的长期协议 三星电子今年四季度放缓了关停部分DDR4内存生产线的计划，计划明年一季度与特定服务器领域客户 签署不可取消、更改的DDR4长期供货合约。确保三星产能调度获得最大利润，主要应用于服务器等级 订单，也反映出2026年DDR4需求持续增温。（科创板日报） 中芯国际通知客户8英寸BCD工艺平台涨价10% 今日，在第三届商业航天发展大会上，商业航天产业联盟科创基金正式启动。该基金由盈达资本、清盈 科创等机构联合发起，中关村领创商业航天产业联盟参与合作。基金首次发行规模10-20亿，远期拟扩 至100亿，存续期10年，将分阶段完成资金投 ...