来源：新浪证券-红岸工作室 12月8日，兆龙互连涨3.74%，成交额11.01亿元，换手率7.52%，总市值181.28亿元。 异动分析 铜缆高速连接+光纤概念+5G+机器视觉+人民币贬值受益 区间今日近3日近5日近10日近20日主力净流入2680.23万-8034.61万-977.59万653.45万-1430.68万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额3.73亿，占总成交额的8.79%。 3、招股说明披露：公司是国内少数有能力设计制造超六类、七类、超七类乃至八类数据电缆的企业， 能够满足 5G 时代新的数据传输需求。 4、2025年2月27日互动易：公司机器视觉产品已经批量运用于多种机器视觉连接系统解决方案，包含 CoaXPress、GigE、10GigE、Camera Link、光跳线等。 5、根据2024年年报，公司海外营收占比为61.93%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入2680.23万，占比0.02%，行业排名24/88，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入3 ...

Core Viewpoint - The A-share market experienced a collective rise in the three major indices, with the ChiNext index showing significant gains, indicating positive market sentiment and investor confidence [1] Market Performance - The three major A-share indices closed higher, with the Shanghai Composite Index up by 0.54% to 3924.08 points, the Shenzhen Component Index up by 1.39% to 13329.99 points, and the ChiNext Index up by 2.6% to 3190.27 points [1] - The market showed a strong upward trend after a high opening, with the ChiNext index at one point rising over 3% [1] Sector Performance - Leading sectors included CPO concepts, optical communication modules, and Kirin batteries, which saw significant gains [1] - Conversely, sectors such as coal, mining, and low-carbon metallurgy experienced declines [1] Stock Performance - Out of 3409 A-shares, 78 stocks hit the daily limit up, while 1866 stocks declined, with 8 stocks hitting the daily limit down [1] Trading Volume - The trading volume in the Shanghai market reached approximately 8394.39 billion yuan, while the Shenzhen market saw a trading volume of about 11972.07 billion yuan, totaling around 2.04 trillion yuan across both markets [1]

Communication Sector - Moore Threads officially listed on the Sci-Tech Innovation Board on December 5, focusing on the research, design, and sales of GPUs and related products, aiming to provide computing acceleration platforms for AI and high-performance computing fields [2] - Guosheng Securities indicates a new round of capacity release in the optical module sector, with expectations for performance growth starting in Q1 2026, despite initial challenges in yield and cost control [2] - The Communication ETF Guangfa (159507) rose by 4.67% today, reflecting positive market sentiment in the communication industry [2] ChiNext Index - As of the end of November 2025, there are 1,117 "specialized and innovative" small giant companies listed, with 420 on the ChiNext, making up 37.60% of the total [3] - ChiNext has consistently shown higher revenue and net profit growth rates compared to the CSI 300 and CSI 500, indicating strong growth potential [3] - The ChiNext ETF Guangfa (159952) increased by 2.60%, while the Double Innovation 50 ETF Enhanced (588320) rose by 2.98%, showcasing investor interest in innovative companies [3] National Chip Index - Amazon's AWS launched its first 3nm AI chip, Trainium3, and is developing the next-generation Trainium4, which will support NVIDIA's NVLink Fusion technology [4] - Jianghai Securities believes that the performance of AI chips is crucial for the future economic landscape, and the domestic AI chip market is expected to expand significantly [4] - The Chip ETF Longtou (159801) saw a 2.40% increase today, reflecting optimism in the semiconductor industry [4] Coal Sector - Kaisheng Securities notes that many coal companies maintain a high dividend payout policy, with six listed coal companies announcing mid-term dividend plans [6] - The coal sector is viewed as having both cyclical and dividend attributes, with a favorable investment timing as the fundamentals reach a turning point [6] - The Energy ETF Guangfa (159945), which tracks the CSI All-Index Energy Index, is gaining attention from investors [6] Dividend Index - Guojin Securities reports that the demand for stable cash flow assets has increased among long-term funds, with over 410 billion yuan allocated to equity investments by insurance companies in the first three quarters of 2025 [7] - The largest central enterprise dividend ETF (560700) has a recent scale of 5.82 billion yuan, while the high-dividend ETF Guangfa (159589) has seen a 53% increase in shares year-to-date [7]

Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 2.04 trillion yuan, an increase of 310.9 billion yuan compared to the previous trading day [1][4] - Major indices closed higher, with the Shanghai Composite Index rising by 0.54%, the Shenzhen Component Index by 1.39%, and the ChiNext Index by 2.6% [1][2] Sector Performance - The computing hardware sector saw significant gains, with stocks related to CPO leading the rally; other active sectors included lithium mining, cross-strait integration, photolithography machines, superhard materials, consumer electronics, and commercial aerospace [2][4] - Conversely, resource stocks such as coal and oil & gas experienced weakness [2] Individual Stock Highlights - Notable gainers included Hongxiang Co. (+19.98%), Ruijie Networks (+11.23%), and Guangpu Co. (+10.53%) [3] - Over 3400 stocks in the market recorded gains [4] Capital Flow - Main capital inflows were observed in the electronics, communications, and securities sectors, while outflows were noted in aerospace, home appliances, and food & beverage sectors [7] - Specific stocks with significant net inflows included Shannon Chip Creation (1.126 billion yuan), Shenghong Technology (843 million yuan), and CITIC Securities (759 million yuan) [7] Institutional Insights - Huatai Securities anticipates an early start to the "spring surge" in mid to late December, recommending a balanced allocation between growth and cyclical stocks [8] - China International Capital Corporation (CICC) is optimistic about technology growth investments by 2026, focusing on domestic demand recovery and high export growth [8] - CITIC Securities notes that before any unexpected changes in domestic demand, market fluctuations and structural opportunities will be the norm, with resource and traditional manufacturing sectors being undervalued [8]

重磅会议指明年继续实施更加积极的财政政策和适度宽松的货币政策，A股三大指数今日集体走高，截 至收盘，沪指涨0.54%报3924点，深证成指涨1.39%，创业板指涨2.6%。全市场成交额2.05万亿元，较前 一交易日增量3127亿元，超3400股上涨。 | 排 好吗 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3924.08 +21.27 +0.54% | | | | 399001 | 深证成指 | 13329.99 +182.31 | | +1.39% | | 900666 | 创业板指 | 3190.27 +80.97 | | +2.60% | 盘面上，CPO概念走高，天孚通信涨超19%，景旺电子等多股涨停；福建板块爆发，闽发铝业、厦门空 港等近二十股涨停；量子科技板块走高，福晶科技涨停；我国进入卫星互联网加速组网期，商业航天板 块拉升，航天动力等多股涨停；券商、通信设备、PCB、存储芯片、F5G及激光雷达等板块涨幅居前。 另外，煤炭、采掘行业股走低，广东宏大跌近6%；贵金属板块走弱，中金黄金领跌；公用事业、 ...

12月8日，三大指数全天高开高走。截至收盘，沪指涨0.54%，深成指涨1.39%，创业板指涨2.6%。两市 个股超3400股上涨，两市成交额时隔近一个月再度超两万亿为2.02万亿元，较上一日放量成交2989亿 元。 综合多家机构观点，近期国内外多重利好消息提振市场。 盘面上，光模块、光纤光缆、铜缆高速连接等算力硬件概念全线爆发，东田微、德明利等多股涨停，中 际旭创、天孚通信再创历史新高;海峡两岸、福建本地股持续爆发，安记食品、合富中国等多股涨停;海 南板块拉升，新大洲A、海南发展涨停;商业航天、卫星导航概念持续强势，银邦股份、顺灏股份等多股 涨停;锂电池、光伏、风电等新能源概念走强，大中矿业、协鑫集成等涨停;核聚变概念持续强势，宝胜 股份、西部材料涨停;半导体、光刻机、存储芯片等科技自主可控概念全线上行;券商、互联网金融、人 形机器人、消费电子等概念集体强势。 煤炭、电力、有色金属、化工、黄金、油气产业链等顺周期概念集体回调;白酒、食品饮料、乳业等传 统消费概念持续弱势。 展望后市，国金证券认为，市场主线格局将逐步清晰。新的变化正在出现，未来结构上的信号可能比总 量更加清晰，金融市场非银机构的约束放松将进一步 ...

连板股方面，顺灏股份7天6板，安记食品5连板，瑞康医药、骏亚科技等4连板，合富中国5天3板，双星 新材、舒华体育3连板，新大洲A4天2板，达华智能、安妮股份3天2板，中国一重、航天动力等2连板， 环旭电子、德明利等涨停。 12月8日，A股全天下来共有78只涨停股、8只跌停股。激光产业概念活跃，福晶科技、中瓷电子涨停； CPO概念走强，通宇通讯涨停；AMD概念上涨，景旺电子涨停。 ST远智连续5日跌停，*ST正平连续4日跌停，*ST华嵘、*ST返利连续3日跌停，*ST精伦、*ST万方等 跌停。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 人民财讯12月8日电，A股三大指数今日高开高走，午后横盘震荡，截至收盘，沪指涨0.54%，深证成指 涨1.39%，创业板指涨2.6%。盘面上，CPO概念全天强势，东田微20%涨停，天孚通信等大涨股价创历 史新高；福建自贸区概念午后拉升，厦门港务、厦门空港等多股涨停。此外，通信设备、半导体、海南 自贸区、光伏设备、光刻机、电池等概念涨幅居前，煤炭、贵金属、油气开采、天津自贸区等板块跌幅 居前。全市场成交额超2万亿元，较上一交易日放量超3100亿元，上涨个股超3400只。 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 MACD金叉信号形成，这些股涨势不错！ MACD金叉信号形成，这些股涨势不错！ 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投 ...

12月8日，A股三大股指高开高走，尾盘小幅回吐部分涨幅，截止收盘，沪指涨0.54%报3924.08点，深 成指涨1.39%报13329.99点，创业板指涨2.6%报3190.27点，科创50指数涨1.86%报1350.8点；沪深两市成 交额2.04万亿，全市场超3400只个股上涨。 盘面热点快速轮动，福建板块再度爆发，安记食品5连板，舒华体育、福建金森等10余股涨停。算力硬 件概念走强，天孚通信触及20cm涨停创新高；量子科技板块走高，福晶科技涨停；商业航天概念延续 强势，顺灏股份7天6板，龙洲股份4连板；券商、通信设备、PCB、存储芯片、F5G及激光雷达等板块 涨幅居前；煤炭、采掘行业股走低，广东宏大跌近6%；贵金属板块走弱，中金黄金领跌；公用事业、 中药及化纤等板块跌幅居前。 热点板块 商业航天活跃 商业航天板块走强，龙洲股份4连板，顺灏股份、西部材料2连板。 消息面上，板块受国内外多重消息利好提振，近期，年产1000颗卫星的文昌卫星超级工厂即将投产，目 标2027年实现航天产业集群营收100亿元；SpaceX正启动新一轮二次股票出售，马斯克称其多年保持现 金流为正。银河证券表示，我国商业卫星产业即将进入 ...

重磅会议指明年继续实施更加积极的财政政策和适度宽松的货币政策，A股三大指数今日集体走高，截至收盘，沪指涨0.54%报3924点，深证成指涨1.39%， 创业板指涨2.6%。全市场成交额2.05万亿元，较前一交易日增量3127亿元，超3400股上涨。 | 上证指数 | 深证成指 | 北证5C | | --- | --- | --- | | 3924.08 | 13329.99 | 1426.2 | | +21.27 +0.54% +182.31 +1.39% +17.90 +1 | | | | 科创20 | 创业板指 | 万得全/ | | 1350.80 | 3190.27 | 6315.4 | | +24.69 +1.86% +80.97 +2.60% +64.84 +1 | | | | 沪深300 | 中证500 | 中证A5( | | 4621.75 | 7172.37 | 5561.3 | | +37.22 +0.81% +74.53 +1.05% +47.61 +0 | | | | 中证1000 | 中证2000 | 中证红和 | | 7423.05 | 3145.73 | 5527.4 | | +8 ...