1月9日，上证指数早盘高开高走，临近午盘震荡回落，午后再度上扬，盘中突破4100点，创10年新高； 深证成指早盘低开高走，临近午盘有所回落，午后震荡上扬；创业板指早盘探底回升，午后窄幅震荡； 科创50指数早盘探底回升，临近午盘有所回落，午后再度上扬。截至收盘，上证指数报4120.43点，涨 0.92%，成交额12892亿元；深证成指报14120.15点，涨1.15%，成交额18335.61亿元；创业板指报 3327.81点，涨0.77%，成交额8789.01亿元；科创50指数报1475.97点，涨1.43%，成交额910亿元。沪深 两市合计成交31227.61亿元，成交额较上一交易日增加3223.65亿元。 传媒、国防军工等行业走强锋龙股份11连板 盘面上来看，行业板块、概念涨多跌少。其中，传媒、国防军工、计算机、有色金属、贵金属、教育、 商贸零售、机械设备、医药生物等行业涨幅靠前；Kimi、AI语料、短剧互动游戏、抖音、卫星互联 网、广电、盲盒经济、商业航天、知识产权等概念走势活跃。银行、保险、船舶制造等行业跌幅居前； 低碳冶金、草甘膦、人脑工程等概念走势较弱。涨停个股主要集中在传媒、机械设备、计算机、医药 ...

截至1月9日收盘，AI语料概念上涨4.42%，位居概念板块涨幅第9，板块内，46股上涨，昆仑万维20%涨 停，慧辰股份、福石控股、值得买等涨幅居前，分别上涨12.77%、12.56%、12.14%。跌幅居前的有开 普云、岩山科技等，分别下跌2.15%、0.29%。 AI语料概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 300418 | 昆仑万 | 19.99 | 16.37 | 136641.98 | 13.28 | | | 维 | | | | | | 002230 | 科大讯 飞 | 4.10 | 6.48 | 53611.17 | 6.93 | | 300033 | 同花顺 | 2.38 | 4.64 | 44931.78 | 9.94 | | 300364 | 中文在 | 8.49 | 19.46 | 42249.72 | 11.70 | | | 线 | | | | | | 601360 | 三六 ...

Core Viewpoint - The A-share market experienced a collective rise, with the Shanghai Composite Index surpassing 4100 points, marking a 16-day consecutive increase, indicating strong market momentum and investor confidence [1]. Market Performance - The Shanghai Composite Index closed at 4120 points, up 0.92%, while the Shenzhen Component Index rose by 1.15% and the ChiNext Index increased by 0.77% [1]. - The total market turnover reached 3.15 trillion yuan, an increase of 326.1 billion yuan compared to the previous trading day, with over 3900 stocks rising and more than 100 stocks hitting the daily limit [1]. Sector Performance - The AI application sector saw significant gains, with Kimi concepts, Sora concepts, and AI corpus leading the charge, resulting in multiple stocks like Yidian Tianxia and Zhejiang Wenlian hitting the daily limit [1]. - The commercial aerospace and satellite internet sectors remained active, with stocks such as Qianzhao Optoelectronics and China Satellite Communications also reaching the daily limit [1]. - The small metals sector was lively, with companies like Xiamen Tungsten rising sharply [1]. - Other notable sectors with strong performance included cultural media, Xiaohongshu concepts, online gaming, and online education [1]. - Conversely, the photovoltaic equipment sector declined, with Hongyuan Green Energy nearing a limit down, and the glass and fiberglass sectors weakened, with Kaide Quartz dropping over 7% [1]. Top Gainers and Fund Flow - The cultural media sector led the gainers with a rise of 5.78%, followed closely by the internet sector at 5.75% and the aerospace military sector at 3.769% [2]. - In terms of net capital inflow, the internet and aerospace military sectors also showed strong performance, indicating robust investor interest [2].

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 小红书概念 | 2.88 | 硅能源 | -1.03 | | 快手概念 | 2.49 | 有机硅概念 | -0.99 | | 中船系 | 2.30 | 液冷服务器 | -0.98 | | 中韩自贸区 | 2.25 | 钠离子电池 | -0.86 | | 军工信息化 | 2.22 | 福建自贸区 | -0.84 | | 智谱AI | 2.20 | 环氧丙烷 | -0.77 | | AI语料 | 2.00 | 高压快充 | -0.77 | | 国产航母 | 1.99 | 宁德时代概念 | -0.75 | | Sora概念(文生视频) | 1.97 | PEEK材料 | -0.74 | | 卫星导航 | 1.95 | 石墨电极 | -0.73 | 资金面上看，今日AI语料概念板块获主力资金净流入19.27亿元，其中，33股获主力资金净流入，6股主 力资金净流入超亿元，净流入资金居首的是昆仑万维，今日主力资金净流入3.94亿元，净流入资金居前 的还有掌阅科技、科大讯飞、德生科技等，主力资金分别净 ...

基金经理是一只基金产品最核心的成员，能决定一只基金的投资方向、投资策略以及投资风格，基金经理出色的择时选股能力和调研预测能 力是基金业绩的有力保证，所以基金经理是投资者在选择基金产品时的重要依据。基金经理的变动很大程度上会影响到基金产品未来的表 现，是一个需要特别关注的信息。12月31日共有53位基金经理发生任职变动。 根据巨灵统计的数据，近30天（12.1-12.31）共有705只基金产品的基金经理发生离职。其中今天（12.31日）有43只基金产品发布基金经理离 职公告，涉及19名基金经理。从变动原因上来看，有17位基金经理是由于工作变动而从管理的37只基金产品中离职。有2位基金经理是由于个 人原因而从管理的6只基金产品中离职。 | 基金经理 | 基金名称 | 基金代码 | 公告日期 | 变动日期 | 任职状态 | 变动原因说明 | | --- | --- | --- | --- | --- | --- | --- | | 朱辰喆 | 民生加银聚优精选混合A | 013296 | 2025/12/31 | 2025/12/31 | 离职 | 个人原因 | | | 民生加银聚优精选混合C | 025331 | ...

（文章来源：每日经济新闻） 瑞德智能（301135.SZ）12月26日在投资者互动平台表示，公司暂未布局AI语料领域。在AI智能体领 域，公司采取"战略投资"与"自主研发"相结合的策略持续推进布局。在战略投资方面，公司通过布局零 差云控的机器人关节模组等核心部件，以及深圳昱拓智能的电厂巡检机器人整机应用，切入产业链关键 环节；在产品落地方面，则推出了与腾讯云联合的AI智能床2.0，并为"移动爱家桌面机器人"提供了集 成自研算法的核心控制器。公司将持续结合技术趋势与业务需求，动态优化合作策略，推动智能化产品 生态升级，相关重大进展将按规定及时披露。 每经AI快讯，有投资者在投资者互动平台提问：董秘你好，公司在AI智能体领域的订单金额有多少？ 公司在AI语料领域有布局吗？ ...

周五不要期待八连阳了，需要关注两个重要事项。 除此之外，锂电、光伏等反内卷方向也不容忽视。尽管目前这些领域并不被市场看好，但在商业航天板 块出现分歧的时候，这些超跌的板块可能会迎来短线的折腾机会，投资者可以适当关注。 总之，市场在周五可能会出现一些变化，投资者需要保持谨慎，合理调整投资策略，抓住潜在的投资机 会。 首先，不要被指数缩量的情况所误导。今天市场没有外资参与，成交量受到一定影响。如果按照平时北 向资金每天2000亿以上的量能来估算，今天的真实成交量应该可以达到2万亿以上。由此可见，今天的 市场势头依然强劲。然而，目前市场对盘面冲击4000点上方新高的预期过于一致，这种一致性很容易被 量化交易或AI语料捕捉并进行反向操作，尤其是在尾盘阶段，投资者需要格外警惕。 其次，有一个明牌方向正变得越来越强劲，那就是人民币升值带来的利好。人民币升值对造纸业有直接 的积极影响，同时也会利好跨境电商、能源金属、多元金融等多个相关分支领域。即使投资者没有参与 商业航天板块的博弈，也没有关系。汇率升值这一方向仍会反复被市场炒作，存在不少机会。 ...

Market Overview - The A-share market experienced a decline with the Shanghai Composite Index down 0.51% to 3878 points, the Shenzhen Component down 0.78% to 12955.25 points, and the ChiNext Index down 1.12% to 3036.79 points, with a total trading volume of 1.67 trillion [1] Sector Performance - The superhard materials sector showed strong performance, with Huanghe Xuanfeng hitting the daily limit [1] - The coal sector strengthened, with Antai Group achieving two consecutive limit-ups, and Dayou Energy and New Dazhou A also hitting the daily limit [1] - The wind power sector surged, with Dajin Heavy Industry and Delijia both hitting the daily limit [1] - The commercial aerospace concept saw gains, with Shunhao Co. achieving four consecutive limit-ups and Aerospace Machinery achieving two limit-ups in four days [1] - The AI application sector weakened, with Sora and Kimi concepts leading the decline, and Fushi Holdings dropping over 12% [1] - The virtual digital human, internet services, and cultural media sectors experienced significant declines [1] Hot Sectors - The airport and shipping sector saw a short-term rise, with Huaxia Airlines and Juneyao Airlines stocks increasing, driven by a joint announcement from two departments to promote the integration of aviation and tourism, aiming to significantly improve travel service levels by 2027 [2] - The pharmaceutical sector remained strong, with Haiwang Biological achieving six consecutive limit-ups, supported by expectations of a peak in flu cases in mid-December and a favorable investment environment due to the Federal Reserve's interest rate cuts [3] - The cultivated diamond sector was active, led by Sifangda, with several companies seeing gains, influenced by the upcoming 2025 Cultivated Diamond Industry Conference and increased demand for diamonds due to AI development [4] Institutional Insights - Zheshang Securities emphasized a balanced allocation of growth and value styles, focusing on consumption and cyclical industries, with recommendations to pay attention to food and beverage, travel services, transportation, and innovative pharmaceuticals [5] - Xinda Securities outlined three conditions for index breakthroughs, including the need for unexpected policy changes from the Central Economic Work Conference, improvements in economic data, and significant inflows of resident funds [6][7][8] - Huaxi Securities noted that the slowdown in incremental capital entering the market has led to an acceleration in sector rotation [9]

Group 1 - The AI corpus sector experienced a decline of 1.8% [1] - Shanghai Film saw a drop of 3.77% [1] - Kunlun Wanwei decreased by 3.49% [1] - CITIC Publishing fell by 2.77% [1] - Xinhua Media, Reader Culture, and Guoan Co. all dropped over 2% [1]

格隆汇12月1日｜12月首个交易日，A股三大指数今日高开高走，沪指重回3900点上方；截至收盘，沪 指涨0.65%报3914点，深证成指涨1.25%，创业板指涨1.31%。全市场成交额1.89万亿元，较前一交易日 增量2917亿元，近3400股上涨。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3914.01 | 13146.72 | 1408.79 | | +25.41 +0.65% +162.64 +1.25% +21.09 +1.52% | | | | 科创50 | 创业板指 | 万得全A | | 1336.76 3092.50 6264.69 | | | | +9.61 +0.72% +39.91 +1.31% +59.01 +0.95% | | | | 沪深300 中证500 中证A500 | | | | 4576.49 7101.83 5505.28 | | | | +49.82 +1.10% +70.28 +1.00% +64.33 +1.18% | | | | 中证1000 | 中证2000 | 中证红利 | | 7386.68 | 3112.96 ...