Market Overview - The Shanghai Composite Index opened lower but closed higher, marking a seven-day winning streak, while the Shenzhen Component and ChiNext indices rebounded after hitting lows [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.92 trillion yuan, an increase of 44.3 billion yuan compared to the previous trading day [1][6] Sector Performance - The commercial aerospace sector remained active, with over 20 stocks hitting the daily limit, including Shenjian Co., which achieved six consecutive limit-ups [1] - The robotics sector saw a rapid increase, with stocks like Shikang Co. and Xiangshan Co. also hitting the daily limit [1] - The chip industry chain showed strength, with Shenghui Integration achieving four consecutive limit-ups [1] - The paper industry experienced significant gains, with stocks such as Bohui Paper and Yibin Paper hitting the daily limit [1] Declining Sectors - The precious metals, Hainan, and energy metals sectors faced the largest declines, with the Hainan Free Trade concept collectively dropping, and Hainan Ruize falling nearly 7% [2]

12月25日消息，沪指低开高走涨0.47%，深成指、创业板指探底回升。沪深两市成交额1.92万亿，较上一个交易日放量443 亿。板块方面，商业航天板块持续爆发，超捷股份、昊志机电等近30股涨停；机器人概念持续拉升，龙溪股份、旭升集团等多 股涨停；白酒板块震荡反弹，水井坊涨停；下跌方面，有色股集体调整，盛达资源、白银有色（维权）跌幅居前；海南板块集 体下挫，海南瑞泽领跌。总体来看，两市个股涨多跌少，上涨个股超3700只。 截至收盘，沪指报3959.62点，涨0.47%；深证成指报13531.41点，涨0.33%；创指报3239.34点，涨0.30%。 盘面上，造纸、成飞概念、航空发动机板块涨幅居前，贵金属、海南、海南自贸区板块跌幅居前。 1．人形机器人 昊志机电、超捷股份、广联航空20cm涨停，华菱线缆、豪能股份、龙溪股份等10余股涨停。 消息面上，锋龙股份晚上公告，控股股东拟变更为全球人形机器人上市第一股优必选。 2．商业航天 隆基机械、盛路通信、创元科技等近30股涨停。 消息面上，中国航天今年已完成近90次发射，刷新历史纪录，其中商业发射占比显著提升。 热点板块： ...

【导读】昨日股票ETF市场净流入近143亿元，中证A500指数近五日爆买近550亿元 12月24日，A股全天走强，三大指数集体上扬。结构上，商业航天概念股集体爆发，算力硬件股延续强势，福建板块走强。 市场走强背景下，资金借道股票ETF再度加仓，昨日股票ETF市场资金净流入近143亿元，中证A500指数净流入居前，华夏、易方达、华泰柏瑞、南方、 广发基金旗下中证A500ETF净流入均超20亿元，近五日该指数净流入资金近550亿元。而芯片ETF、军工ETF等行业主题ETF净流出居前。 昨日股票ETF市场净流入近143亿元 数据显示，截至12月24日，全市场1284只股票ETF（含跨境ETF）总规模达4.74万亿元。 在昨日股市大涨行情中，股票ETF市场总份额增加84.95亿份，按照区间成交均价测算，净流入资金达142.94亿元。 从大类型来看，昨日宽基ETF与债券ETF净流入居前，分别达171.76亿元与134.62亿元。规模变化方面，宽基ETF规模上升312.19亿元。 具体到指数维度，昨日中证A500指数净流入居前，达141.25亿元，其中，华夏、易方达、华泰柏瑞、南方、广发基金旗下A500ETF净流入均超2 ...

周四上午市场呈现低开高走的格局，投资者可以看到，早盘沪指低开3点于3937点，创业板高开3点于 3232点，两市2296股上涨，2179股下跌，早盘沪指低开以后反弹，盘中一个点一个点的新高，出现分时 线高点、最高3956点确认以后小幅遇阻，创业板因为权重个股调整，所以上午低迷绿盘震荡运行为主！ 各大指数午盘涨跌都很小！最终沪指收涨11点于3952点，创业板收跌12点于3217点！那么对于这种行 情，投资者该如何看待和解读呢？ 通过今天上午市场盘面可以看到，两市上涨个股3270家，其中涨幅超过9%的个股88家，涨幅超3%的个 股462家；下跌个股1927家，其中跌幅超过9%的个股没有出现，跌幅超过3%的个股101家！通过个股数 据看，两市个股涨多跌少，多方略微占优，盘面商业航天概念股再次领涨，投资者务必注意节奏，保险 虚拉指数明显，造纸、化纤、汽车等板块表现不俗，有色板块终于开始调整了，后市还有下跌回踩空 间，半导体、煤炭、医药等板块相对偏弱！上午市场虽然还是涨多跌少格局，但明显弱于昨天，盘面有 分化的迹象，创业板指数调整了，科创50也调整了，黄线领涨，微盘股指数也涨，北证50急拉一波，盘 面在临界点了！ 从短 ...

Market Overview - The market showed mixed performance in early trading, with the three major indices fluctuating and the CSI A500 index declining by 0.08% [1] - The commercial aerospace and robotics sectors were notably active, while the precious metals sector experienced significant declines [1] ETF Performance - Several ETFs tracking the CSI A500 index saw slight declines, with 11 ETFs having trading volumes exceeding 100 million yuan, and 2 surpassing 6.7 billion yuan [1] - Specific ETFs such as Huatai-PineBridge A500 ETF and A500 ETF Fund had trading volumes of 7.524 billion yuan and 6.733 billion yuan respectively, both down by 0.08% [2] Investment Strategy - Analysts suggest that as the economic fundamentals gradually recover, the market is expected to shift from valuation-driven growth to performance-driven growth, providing sustained upward momentum for market valuations [1] - The recommendation is to maintain confidence in a bull market and focus on long-term investment narratives, rather than getting caught up in short-term adjustments and fluctuations [1]

财信证券认为，目前技术面上大盘震荡反弹趋势仍未结束，但沪指实现六连阳后，已积累了一定获利盘，大盘若要继续走强，或需要成交额出现 明显放量，否则指数层面短期可能出现震荡。操作上，当前盘面上各大题材板块反复活跃，短线仍有较多机会，投资者可参与市场结构性机会， 但需把握好轮动节奏。展望后续，随着11月份经济数据公布以及海外三大央行利率决议落地，宏观经济数据对市场影响消退，流动性及风险偏好 对市场影响将增加，叠加国内政策利好预期，A股市场有望逐步演绎"春季躁动"行情，指数放量突破均线将是观察"春季躁动"行情开启的关键信 号。 （原标题：午评：沪指涨0.29%，商业航天概念强势，人形机器人概念活跃） 25日早盘，沪指盘中震荡上扬，北证50指数较为强势，创业板指、科创50指数疲弱，全A超3200股飘红。 截至午间收盘，沪指涨0.29%报3952.5点，深证成指跌0.11%，创业板指跌0.37%，北证50指数涨逾1%，沪深北三市合计成交12121亿元。 盘面上看，保险、汽车、化纤、钢铁等板块走强，商业航天概念再度爆发，人形机器人、军贸概念、飞行汽车概念等活跃。 ...

Core Viewpoint - The article discusses the performance of the A-share market, highlighting the mixed results of major indices and the notable movements in various sectors, particularly in insurance, paper, and commercial aerospace [3][5]. Market Performance - As of the midday session, the Shanghai Composite Index rose by 0.29%, while the Shenzhen Component Index fell by 0.11%, and the ChiNext Index decreased by 0.37% [3]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.2 trillion yuan, an increase of 509 billion yuan compared to the previous trading day, with over 3,200 stocks rising [4]. Sector Highlights - The insurance sector showed strong performance, with China Pacific Insurance rising nearly 3% to reach a historical high, and Ping An Insurance increasing over 3%, marking its highest level since March 2021 [9]. - The paper and packaging industries also experienced significant gains, with the paper sector up by 5.06% [4]. - The commercial aerospace concept stocks were notably active, with companies like Guolian Aviation and Tianao Electronics hitting the daily limit [12]. Notable Stocks - The offshore RMB against the US dollar broke the 7.0 mark for the first time since September 2024, while the onshore RMB also surpassed 7.01, reaching a new high since September 27, 2024 [8]. - In the cross-border payment sector, Zhongyi Technology surged by 16.69%, and Sifang Precision rose by 9.01% [8]. Other Sector Movements - The energy metal industry chain saw a pullback, particularly in lithium mining, which led to declines in stocks like Shengxin Lithium Energy and Rongjie Shares, both down over 4% [12]. - The semiconductor sector also weakened, contributing to the overall mixed performance of the market [5].

每经AI快讯，12月25日，今日午盘全市场共56股涨停，连板股总数19只，20股封板未遂，封板率为74% (不含ST股、退市股)。焦点股方面，实控人变更的胜通能源（001331）10连板、嘉美包装（002969）7 连板，商业航天概念股再升科技（603601）14天8板、神剑股份（002361）6连板。 ...

今日早盘，A股市场走势分化，三大指数涨跌不一，沪指震荡拉升，创业板指冲高回落。沪深两市半日成交额1.2万亿，较上个交易日放量509亿。盘 面上热点快速轮动，全市场超3200只个股上涨。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 从板块来看， 商业航天概念反复活跃， 神剑股份晋级6连板，九鼎新材3连板，隆基机械等十余股涨停。 机器人概念走强， 万向钱潮、旭 升集团等多股涨停。造纸概念爆发，博汇纸业、宜宾纸业、五洲特纸涨停。数字货币概念拉升，证通电子、金时科技涨停。 下跌方面， 贵金属概念跌幅居前， 浩通科技跌超7%。海南自贸概念下挫，海南瑞泽、凯撒旅业走弱。截至收盘，沪指涨0.29%，深成指 跌0.11%，创业板指跌0.37%。 ...

A股开盘指数表现分化，沪指低开0.08%，创业板指涨0.11%。商业航天概念股持续发酵，能源金属题材调整，锂矿方向领跌；黄金、算力题材概 念股跌幅居前。稳定币、两岸融合概念股局部活跃。 港股因假期于昨日提前收市，本周交易收官，恒指收涨0.17%，恒科指收涨0.19%。 国内商品期市开盘涨跌参半，乙二醇涨2.30%，鸡蛋涨0.96%，钯金跌9.60%，铂期货跌超7%，沪锡跌2.60%，碳酸锂跌2.54%，焦炭跌0.83%，燃 油跌0.32%，集运指数(欧线)跌0.21%。 国债期货开盘多数上涨，30年期主力合约涨0.12%报112.910元，10年期主力合约持平于108.210元，5年期主力合约跌0.01%报106.010元，2年期主 力合约涨0.01%报102.532元。 9:53 商业航天概念股持续发酵，博云新材二连板，天奥电子涨停，广联航空、超捷股份等大涨。 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 涨跌 | | --- | --- | --- | --- | --- | | 300900 | 广联航空 | 31.21 | 19.99% | 5.20 | | 301005 | 超捷股份 | 128 ...