凤凰网财经讯 12月18日，三大指数涨跌不一，沪指拉升翻红，创业板指跌近2%。黄白线明显分化，微 盘股指数涨超2%。截至午间收盘，沪指涨0.16%，深成指跌0.85%，创业板指跌1.81%。沪深两市半日 成交额1.05万亿，较上个交易日放量212亿。 | | | | | 沪深京重要指数 | | | | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 咸新 | 涨幅% | | 涨跌 涨跌家数 涨速% | 总手 现手 | 金额 | | 上证指数 | 3876.40 | 0.16 | 6.12 | 1484/763 | -0.02 2.79 7. | 1.76万 4345.11亿 | | 深证成指 | 13111.78 | -0.85 | -112.73 | 2010/815 | -0.08 3.71 亿 | 556 6115.88 Z | | 北证50 | 1448.29 | 0.64 | 9.27 | 136/142 | 0.05 5867 | 1255 134.76 Z | | 创业板指 | 3118.30 | -1.81 | -57.61 | 975/ ...

每经AI快讯，12月18日，三大指数涨跌不一，沪指拉升翻红，创业板指跌近2%。黄白线明显分化，微 盘股指数涨超2%。沪深两市半日成交额1.05万亿元，较上个交易日放量212亿元。盘面上热点快速轮 动，全市场超3600只个股上涨。从板块来看，商业航天概念再度爆发，盛洋科技（603703）2连板，顺 灏股份（002565）、天银机电（300342）、中国卫星（600118）等多股涨停。大消费板块走强，零售方 向领涨，中央商场（600280）、上海九百（600838）涨停。IP经济概念表现活跃，广博股份 （002103）、三湘印象（000863）涨停。AI医疗概念震荡拉升，华人健康（301408）20cm涨停。下跌 方面，锂电池板块回落，海科新源（301292）、宁德时代（300750）下挫。板块方面，医药商业、商业 航天、等板块涨幅居前，电池、证券等板块跌幅居前。截至收盘，沪指涨0.16%，深成指跌0.85%，创 业板指跌1.81%。 ...

盘面上，光刻机概念异动拉升，凯美特气、奥普光电涨停，新莱应材、蓝英装备等跟涨；IP经济概念活 跃，广博股份、三湘印象双双涨停，德艺文创、创源股份等跟涨。下跌方面，海南、电网设备等板块跌 幅靠前。 展望后市，中银证券认为，随着地缘政治风险的缓和以及中美政策预期的逐步落地，明年A股的跨年配 置行情有望提前启动，围绕"春躁"布局，可重点关注科技+"反内卷"两条主线。 热门板块 1、光刻机概念异动拉升 光刻机概念异动拉升，凯美特气、奥普光电涨停，新莱应材、蓝英装备、波长光电、京华激光等冲高 12月18日，指数弱势震荡。截至9:40，上证指数跌1.13%，深证成指跌0.68%，创业板指跌1.31%。 机构观点 1、光大证券：新一轮政策部署护航，A股跨年行情可期 点评：消息面上，华源证券认为，近几年随着半导体产业的加速崛起，我国光刻机应用需求迅速激增。 同时，我国政府正在加快努力推动半导体产业发展，光刻机是中央政策指明要重点突破发展"卡脖子"技 术及装备，因此，国内光刻机行业得到了资金支持、税收优惠等一系列国家政策倾斜，持续助力了国产 光刻机生产能力提升，推动了国内光刻机市场规模上涨。 | | | 光刻机(0210131 ...

Market Overview - The market experienced fluctuations in early trading, with mixed performance across the three major indices. The Shanghai Composite Index rose by 0.12%, while the Shenzhen Component Index fell by 0.13%, and the ChiNext Index decreased by 0.52% [1] - Over 3,100 stocks declined in the market, indicating a general bearish sentiment among individual stocks [1] Sector Performance - Chip stocks saw significant gains, with over ten stocks, including Fuman Microelectronics, hitting the daily limit [1] - Medical device concept stocks showed strong performance, with companies like Lideman also reaching the daily limit [1] - The IP economy concept stocks rebounded, with Jin Hong Group hitting the daily limit [1] - Conversely, innovative drug concept stocks underwent adjustments, with Qianhong Pharmaceutical hitting the daily limit down [1] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.19 trillion yuan, an increase of 130.7 billion yuan compared to the previous trading day [1] - China Shipbuilding Industry Corporation led individual stock trading with a transaction volume exceeding 7.3 billion yuan, followed by Zhongji Xuchuang, Industrial Fulian, and Cambrian [1]

Group 1 - The article highlights significant events in the global market during the first half of 2025, including the release of "Nezha 2," which achieved record box office success, marking a breakthrough for Chinese animation [1][9] - The China Securities Regulatory Commission announced measures to boost market confidence, aiming for a 10% annual increase in public fund holdings of A-shares over the next three years, potentially adding several hundred billion yuan to the market [2] - The launch of the DeepSeek application led to a surge in daily active users, reaching 15 million within 18 days, significantly impacting the market and boosting related stocks [6] Group 2 - The People's Bank of China announced a 0.5 percentage point reduction in the reserve requirement ratio and a 0.1 percentage point cut in policy interest rates, providing approximately 1 trillion yuan in long-term liquidity to the market [21] - The Ministry of Finance injected 500 billion yuan into four major banks, resulting in a strong rebound in bank stocks [12] - The concept of mergers and acquisitions gained popularity following regulatory changes that relaxed restrictions, leading to a surge in related stock prices [23] Group 3 - The price of gold surged past 1,000 yuan per gram, leading to increased discussions about gold investment on social media [16][17] - The "Suhou Super League" sparked widespread interest, with related sports stocks experiencing significant gains as the event generated economic activity [29] - The auction of a unique Labubu toy for 1.08 million yuan highlighted the growing IP economy, driving up the stock price of Pop Mart [31][32]

Market Overview - The three major indices opened lower, with the pharmaceutical sector experiencing significant declines. As of the market opening, the Shanghai Composite Index was at 3386.14 points, down 0.04%; the Shenzhen Component Index was at 10142.58 points, down 0.09%; and the ChiNext Index was at 2046.69 points, down 0.16% [1] Economic and Policy Developments - Chinese President Xi Jinping expressed concerns over the escalating tensions in the Middle East during a meeting with Uzbek President Mirziyoyev, emphasizing that military conflict is not a solution and advocating for efforts to restore peace [2] - Vice Premier Zhang Guoqing highlighted the importance of integrating technological and industrial innovation during his research trip in Guangdong, aiming to create a fair and orderly environment for platform economy development [2] - The State Administration of Foreign Exchange reported a net inflow of $33 billion in cross-border funds from non-bank sectors in May, with significant inflows from trade and increased foreign investment in domestic stocks [2] - The National Development and Reform Commission announced an increase in domestic gasoline and diesel prices by 260 yuan/ton and 255 yuan/ton, respectively, translating to a rise of 0.20 yuan for 92-octane gasoline and 0.22 yuan for 95-octane gasoline and 0-octane diesel [3] Company Announcements - Zhongyou Capital announced plans to invest 655 million yuan in Kunlun Capital for a controlled nuclear fusion project [4] - Dongxin Peace reported ongoing efforts in blockchain research and applications, although facing risks related to unmet expectations in new technology development [4] - Yuanlong Yatu indicated that revenue from its business related to the Pop Mart IP is expected to be approximately 2.21 million yuan in 2024 [5] - BOE Technology Group announced plans to acquire a 30% stake in Rainbow Optoelectronics [6] Market Sentiment and Predictions - Zhongyuan Securities noted that the market is expected to maintain a steady upward trend despite geopolitical tensions and technical resistance around the 3400-point mark, with structural opportunities still present [9] - Caixin Securities observed that the market is in a consolidation phase, with rapid shifts in thematic sectors, and suggested that upcoming policy signals from the Lujiazui Forum could influence market dynamics [10]

Market Overview - The US stock market saw gains with the Dow Jones up 0.77%, S&P 500 up 0.9%, and Nasdaq up 1.5% [3] - European indices also closed higher, with Germany's DAX30 up 0.78%, UK's FTSE 100 up 0.28%, and France's CAC40 up 0.75% [3] - Hong Kong's Hang Seng Index rose 0.7% to 24060.99 points, with significant activity in oil and gas stocks [4] Commodity Prices - Spot gold decreased by 1.4% to $3385.30 per ounce, while spot silver increased slightly by 0.06% to $36.32 per ounce [5] - WTI crude oil fell by 4.01% to $69.99 per barrel, and Brent crude oil dropped by 2.61% to $72.44 per barrel [5] Economic Indicators - In May, China's retail sales grew by 6.4% year-on-year, and the industrial added value increased by 5.8% [11] - The unemployment rate in urban areas was reported at 5.0% [11] Corporate Developments - Meituan plans to repurchase shares worth between 5 billion to 10 billion yuan [11] - Hong Kong Monetary Authority is set to expedite the processing of stablecoin license applications [11]

Market Overview - The market experienced a low open and high close on Monday, with the ChiNext Index leading the gains. The Shanghai Composite Index closed at 3388.73 points, up 0.35%, with a trading volume of 481.6 billion yuan. The Shenzhen Component Index closed at 10163.55 points, up 0.41%, with a trading volume of 733.5 billion yuan. The ChiNext Index closed at 2057.32 points, up 0.66%, with a trading volume of 357.6 billion yuan [1]. Sector Performance - In terms of sector performance, digital currency, film and television, CPO, and oil sectors saw significant gains, while precious metals, automotive, airports, and shipping sectors experienced declines [1]. - The IP economy concept was strong throughout the day, with stocks like Light Media hitting the daily limit. Stablecoin concepts also gained strength, with companies like GCL-Poly Energy and Hang Seng Electronics reaching the daily limit. The chemical sector was active, with stocks like Jinniu Chemical hitting the daily limit, and oil and gas stocks continued to perform well [2]. Institutional Insights - According to Jifeng Investment Advisory, the market is showing signs of recovery, particularly in the oil and gas extraction sector. The overall positive market logic remains unchanged, supported by the ongoing domestic economic recovery and capital market reforms. Short-term focus should be on high-dividend assets like banks and power companies to hedge against market risks, while also considering undervalued tech stocks and policy-driven sectors [3]. - Huatai Securities noted that the market experienced fluctuations last week, with external disturbances leading to a decline in risk appetite. The market may enter a consolidation phase, but the mid-term revaluation of Chinese assets is still ongoing. High trading density does not necessarily indicate an immediate reversal, and structural opportunities may arise after adjustments [3]. - Xing Shi Investment emphasized that macro drivers are likely influenced by policy and economic recovery. With relatively ample domestic liquidity, industry-driven opportunities are expected to dominate liquidity flows, leading to more pronounced structural opportunities [3]. Real Estate Market - The National Bureau of Statistics reported that the real estate market is moving towards stabilization, with policies to support the sector being implemented. In May, the year-on-year decline in housing prices in 70 major cities continued to narrow, and inventory levels decreased. The sales area and sales volume of new commercial housing from January to May fell by 2.9% and 3.8% year-on-year, respectively, remaining stable compared to the previous months [5]. Moutai Pricing - Moutai's distributors in several provinces have agreed to stabilize market prices, with the wholesale reference price for Moutai liquor slightly increasing to 2000 yuan per bottle [6][7].

Core Viewpoint - A-shares showed a mixed performance with the ChiNext index rising by 0.37%, driven by active trading in IP economy concept stocks and a notable decline in precious metals [1] Market Performance - The three major A-share indices opened lower but rebounded, with the Shanghai Composite Index up by 0.05%, the Shenzhen Component Index up by 0.13%, and the ChiNext index up by 0.37% [1] - Over 3,200 stocks in the market experienced gains, while the total trading volume in the Shanghai and Shenzhen markets reached 788.1 billion, a decrease of 124.1 billion compared to the previous trading day [1] Sector Performance - The oil and gas extraction and service sector continued its upward trend, while the gaming and film industry sectors saw significant gains [1] - Stablecoin concept stocks remained active, contributing to the overall market performance [1] - The precious metals sector faced the largest declines among the various sectors [1] IP Economy Concept Stocks - IP economy concept stocks showed strong performance, with companies such as Light Media, DIZO Fashion, and Yuanlong Yatu hitting the daily limit [1]

Group 1 - The IP economy concept stocks experienced significant declines, with Fuchun Co., Ltd. (300299) falling over 9% [1] - Chuangyuan Co., Ltd. (300703) and Xinghui Entertainment (300043) both dropped more than 8% [1] - Deyi Cultural Creation (300640) and Fengshang Culture (300860) saw declines exceeding 7% [1] Group 2 - Other companies such as Ciweng Media (002343) and Yue Media (002181) also followed the downward trend [1] - There is a mention of dark pool fund flows revealing signals of stock accumulation by major players [1]