午后，脑机接口概念股走高，南京熊猫盘中实现6天5板；可控核聚变概念股表现活跃，法尔胜涨停，哈焊华通涨超11%。数字媒体、军工电 子、软件服务、云服务等板块涨幅居前。 记者丨黎雨桐 编辑丨张嘉钰 1月12日，A股市场震荡拉升，截至收盘，三大指数均涨超1%，沪深两市成交额3.6万亿，连续第2个交易日突破3万亿，较上一个交易日放量 4922亿，刷新此前在2024年10月8日创下的成交额历史纪录。全市场超4100只个股上涨，其中201只个股涨停。 | 深证成指 | 上证指数 | 科创综指 | | --- | --- | --- | | 14366.91 | 4165.29 | 1855.38 | | +44.86 +1.09% +246.76 +1.75% +51.98 +2.88% | | | | 创业板指 | 万得全A | 北证50 | | 3388.34 | 6853.53 | 1605.77 | | +115.78 +1.72% +60.53 +1.82% +81.51 +5.35% | | | | 中证500 | 沪深300 | 中证A500 | | 8249.13 | 4789.92 | 5948.70 ...

市场全天震荡走强，三大指数均涨超1%，北证50涨超5%。板块方面，AI应用概念爆发，福石控股、拓 尔思等多股涨停，蓝色光标20cm涨停创历史新高；商业航天板块延续涨势，星图测绘、国博电子等近 50股涨停；可控核聚变板块午后拉升，雪人集团走出4天3板；下跌方面，保险板块午后持续走低，中国 太保跌幅居前；房地产板块大面积飘绿，三湘印象跌幅居前。总体来看，两市个股呈普涨态势，上涨个 股超4100只。截至收盘，沪指报4165.29点，涨1.09%；深证成指报14366.91点，涨1.75%；创指报 3388.34点，涨1.82%。盘面上，Sora概念、AI语料、智普AI板块涨幅居前；保险、油气开采及服务、青 海板块跌幅居前。 新浪合作大平台期货开户 安全快捷有保障 责任编辑：赵思远 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 2026年1月12日，沪深300股指期货（IF）主力合约涨0.72%，上证50股指期货（IH）主力合约涨 0.29%，中证500股指期货（IC）主力合约涨2.89%，中证1000股指期货（IM）主力合约涨3.75%。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 ...

每经AI快讯，1月12日，市场震荡拉升，三大指数均涨超1%，创业板指探底回升，此前一度跌超1%。 沪深两市成交额3.6万亿，连续第2个交易日突破3万亿，较上一个交易日放量4787亿，刷新此前在2024 年10月8日创下的成交额历史纪录。盘面上，市场热点轮番活跃，全市场超4100只个股上涨，其中201只 个股涨停。从板块来看，AI应用概念全线爆发，引力传媒6天5板，利欧股份、天下秀、省广集团2连 板，卫宁健康、新点软件、福昕软件等多股涨停。商业航天概念延续强势，金风科技5连板，通宇通讯4 天3板。可控核聚变概念表现活跃，中国核建4天3板。下跌方面，保险、油气、房地产等板块跌幅居 前。截至收盘，沪指涨1.09%，深成指涨1.75%，创业板指涨1.82%。 （文章来源：每日经济新闻） ...

Market Overview - On January 12, A-shares experienced a strong rebound after an initial dip, with the Shanghai Composite Index rising by 44.86 points, or 1.09%, closing at 4165.29 points [1] - The Shenzhen Component Index increased by 246.76 points, or 1.75%, closing at 14366.91 points, while the CSI 300 Index rose by 30.99 points, or 0.65%, closing at 4789.92 points [1] - The ChiNext Index and the STAR 50 Index also saw gains of 1.82% and 2.43%, respectively [1] - The total trading volume in the two markets reached 3.6 trillion yuan, marking the second consecutive day of surpassing 3 trillion yuan, with an increase of 478.7 billion yuan from the previous trading day [1] Sector Performance AI Application Sector - The AI application concept saw a strong surge, with over twenty stocks, including Worth Buying and BlueFocus, hitting the daily limit [2] - Catalysts for this trend include announcements related to CES 2026, the launch of new algorithms by Elon Musk, and advancements in AI model capabilities [2] Commercial Aerospace Sector - The commercial aerospace concept continued to strengthen, with stocks like Tongyu Communication and China Satellite hitting the daily limit [3] - China applied for frequency resources for over 200,000 satellites, significantly outpacing SpaceX's application for 42,000 satellites [3] GEO Concept - The GEO concept remained strong, with stocks such as Liou Co. and Inertia Media hitting the daily limit [4] - Elon Musk's announcement to open-source the latest content recommendation algorithm on the X platform was interpreted as a move into the GEO space [4] Photovoltaic Sector - The photovoltaic sector saw renewed activity, with stocks like Maiwei Co. and Dongfang Risheng rising over 10% [5] - Companies in the photovoltaic sector are increasingly focusing on the application of perovskite technology in space [5] Institutional Insights Huaxi Securities - Huaxi Securities suggests that the market's trading volume exceeding 3 trillion yuan indicates a potential continuation of the bull market, supported by positive economic indicators and increased market participation [6] - The report emphasizes the importance of sectors like AI applications, commercial aerospace, and nuclear fusion for investment opportunities [6] Huatai Securities - Huatai Securities believes that the spring market may still have room for growth, recommending focus on sectors such as gaming, duty-free, and batteries [7] - The report highlights the need to consider fundamental expectations and identify high-value opportunities in less crowded themes [7] CITIC Securities - CITIC Securities notes that favorable investment and demand conditions are emerging, with significant government investment plans and policies aimed at boosting domestic demand [8] - The report recommends focusing on low-valuation cyclical sectors like steel structures and infrastructure, as well as industries with recent positive developments such as nuclear energy and storage [8]

凤凰网财经讯 1月12日，市场震荡拉升，三大指数均涨超1%，创业板指探底回升，此前一度跌超1%。 沪深两市成交额3.6万亿，连续第2个交易日突破3万亿，较上一个交易日放量4787亿，刷新此前在2024 年10月8日创下的成交额历史纪录。盘面上，市场热点轮番活跃，全市场超4100只个股上涨，其中201只 个股涨停。从板块来看，AI应用概念全线爆发，引力传媒6天5板，利欧股份、美年健康、天下秀、省 广集团2连板，卫宁健康、新点软件、福昕软件等多股涨停。商业航天概念延续强势，金风科技5连板， 通宇通讯4天3板。可控核聚变概念表现活跃，中国核建4天3板。下跌方面，保险、油气、房地产等板块 跌幅居前。截至收盘，沪指涨1.09%，深成指涨1.75%，创业板指涨1.82%。 ...

市场全天震荡走强，三大指数均涨超1%，北证50涨超5%。板块方面，AI应用概念爆发，福石控股、拓 尔思等多股涨停，蓝色光标20cm涨停创历史新高；商业航天板块延续涨势，星图测绘、国博电子等近 50股涨停；可控核聚变板块午后拉升，雪人集团走出4天3板；下跌方面，保险板块午后持续走低，中国 太保跌幅居前；房地产板块大面积飘绿，三湘印象跌幅居前。总体来看，两市个股呈普涨态势，上涨个 股超4100只。截至收盘，沪指报4165.29点，涨1.09%；深证成指报14366.91点，涨1.75%；创指报 3388.34点，涨1.82%。盘面上，Sora概念、AI语料、智普AI板块涨幅居前；保险、油气开采及服务、青 海板块跌幅居前。 ...

Group 1 - The controllable nuclear fusion concept stocks experienced a significant rise, with the sector index increasing by over 4% as of the report time [1] - Notable stocks include Tianli Composite, which surged by 28.20%, and Zhongtai Co., which saw a 20.02% increase [2][3] - Other companies like China Nuclear Construction and Snowman Group reached their daily limit up, while several others, including Ha Welding and Changfu Co., rose by over 10% [3] Group 2 - Tianli Composite's total market value reached 134.1 billion, with a current price of 122.83 [2] - Zhongtai Co. has a total market value of 121.9 billion, with a current price of 31.60 [2] - China Nuclear Construction's market value is 601.01 billion, with a current price of 19.94, reflecting a 49.98% increase [2]

Core Viewpoint - The controllable nuclear fusion concept stocks experienced a significant surge, with the sector index rising over 4% as of the report's publication [1]. Group 1: Stock Performance - Tianli Composite (azo576) saw a remarkable increase of 28.20%, with a total market value of 134.1 billion and a current price of 122.83 [2]. - Zhongtai Co., Ltd. (300435) achieved a 20.02% rise, with a total amount of 14.49 million and a market value of 121.9 billion, currently priced at 31.60 [2]. - Sry New Materials (688102) increased by 19.95%, with a total amount of 30.04 billion and a market value of 435.1 billion, currently priced at 56.15 [2]. - Guoguang Electric (688776) rose by 17.81%, with a total amount of 11.96 million and a market value of 149.4 billion, currently priced at 137.88 [2]. - Superconductor (688122) increased by 16.73%, with a total amount of 66.02 million and a market value of 704.9 billion, currently priced at 108.38 [2]. - Other notable performers include Shangda Co., Ltd. (301522) with a 14.77% increase, Hahai Huaton (301137) with an 11.68% rise, and Changfu Co., Ltd. (agозае) with a 10.35% increase [2][3]. Group 2: Market Trends - The surge in stock prices is attributed to the strong performance of several companies in the nuclear fusion sector, with multiple stocks reaching their daily limit up, including China Nuclear Construction, Snowman Group, Antai Technology, and Hezhu Intelligent [3].

1月12日，可控核聚变初创企业星环聚能宣布完成10亿元规模的新一轮融资，本轮融资由上海国投公司 旗下上海科创集团、上海未来产业基金领投，中金资本、上海嘉定科投集团联合领投，中银资产、曦晨 资本、武岳峰科创等共同投资及继续跟投。 在可控核聚变从"实验堆"迈向"工程堆"的关键节点，这笔资金既是对企业工程进展的肯定，也反映出资 本市场对下一代能源前景的持续看好。 成立仅四年，这家初创企业已高效完成与清华大学合作的SUNIST-2（零号实验装置）的建设与运行， 并稳步推进CTRFR-1工程验证装置。按照规划，公司预计在2028年前后彻底完成工程验证、启动商业示 范堆建设，并力争2032年左右建成一个可输出电能的聚变反应示范堆。 作为国内少数公开披露分阶段工程节点的民营聚变企业，该公司展示了较为清晰的路线图与明确的技术 目标。其扎实的工程推进节奏，在国内同类企业中显得尤为突出，也为中国聚变能源领域的技术产业化 提供了具有参考价值的发展范例。 两位80后的可控核聚变创业 如果只看工商注册信息，星环聚能诞生于2021年。但其背后是一条长达二十载的技术脉络：从谭熠在清 华大学的研究起点（2002年），到谭熠、陈锐携手攻关产业 ...

Core Viewpoint - The military industry is experiencing significant growth, with the military ETF Huabao (512810) rising over 10%, indicating strong investor interest and potential for further gains in the sector [1][9]. Group 1: Market Performance - The military ETF Huabao (512810) saw a surge of over 10%, with its constituent stocks increasing to 15, including Huali Chuangtong, which hit the daily limit with a 20% increase [1][9]. - The ETF's trading volume exceeded 970 million yuan, with a premium rate rising over 1.3%, reflecting strong buying pressure [1][9]. - Key stocks such as China Satellite, Haige Communication, and China Longcheng also reached their daily limits, showcasing broad market enthusiasm [1][9]. Group 2: Catalysts for Growth - The growth of the military sector is driven by two main engines: commercial aerospace and AI applications, with the military ETF covering 24 commercial aerospace concept stocks, accounting for over 32% of its weight [4][12]. - The military sector is expected to benefit from increased demand for new combat capabilities and traditional components, which may amplify demand effects [5][13]. Group 3: Future Outlook - The military and civilian sectors are poised for growth, with commercial aerospace and gas turbines expected to benefit from industry trends and expanding market space [5][13]. - Global military trade demand is anticipated to grow due to ongoing geopolitical instability, with China's high-end equipment exports accelerating, potentially contributing to a second income growth driver [5][13].