A股市场今天（12月12日）上午整体窄幅波动，通信和电子两大板块领涨。 个股方面，此前股价连续大涨的摩尔线程上午出现调整，盘中股价跌破800元大关，一度重挫逾19%，后跌幅有所收窄。 关注A股、港股市场早盘表现。 "国产GPU第一股"股价一度重挫逾19% A股通信和电子两大板块领涨 A股市场今天（12月12日）上午整体窄幅波动。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3871.78 | -1.54 | -0.04% | | 399001 | 深证成指 | 13222.51 | 75.12 | 0.57% | | 899050 | 北证50 | 1459.36 | 16.19 | 1.12% | | 881001 | 万得全A | 6248.80 | 29.42 | 0.47% | | 000688 | 科创50 | 1335.41 | 9.58 | 0.72% | | 399006 | 创业板指 | 3182.68 | 19.01 | 0.60% | 行业板块和赛道方面，若按照申万一级行业划分 ...

A股市场今天（12月12日）上午整体窄幅波动，通信和电子两大板块领涨。 关注A股、港股市场早盘表现。 概念板块方面，可控核聚变、特高压等概念板块领涨。 "国产GPU第一股"股价一度重挫逾19% 个股方面，此前股价连续大涨的摩尔线程上午出现调整，盘中股价跌破800元大关，一度重挫逾19%，后跌幅有所收窄。 A股通信和电子两大板块领涨 A股市场今天（12月12日）上午整体窄幅波动。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3871.78 | -1.54 | -0.04% | | 399001 | 深证成指 | 13222.51 | 75.12 | 0.57% | | 899050 | 北证50 | 1459.36 | 16.19 | 1.12% | | 881001 | 万得全A | 6248.80 | 29.42 | 0.47% | | 000688 | 科创20 | 1335.41 | 9.58 | 0.72% | | 399006 | 创业板指 | 3182.68 | 19.01 | 0.60 ...

人民财讯12月12日电，A股三大指数早盘震荡，截至午间收盘，沪指跌0.04%，深证成指涨0.57%，创业 板指涨0.6%。盘面上，可控核聚变概念走强，四创电子、国机重装等多股涨停；电网设备板块强势， 中能电气20%涨停，中国西电、风范股份等多股涨停；此外，商业航天概念、特高压、贵金属、工程机 械、超导概念等涨幅居前；零售、医药商业、免税店、海南自贸区等板块跌幅居前。全市场半日成交额 超1.2万亿元，较昨日放量近800亿元，超3200只个股上涨。 ...

关注A股、港股市场早盘表现。 A股市场今天（12月12日）上午整体窄幅波动，通信和电子两大板块领涨。 个股方面，此前股价连续大涨的摩尔线程上午出现调整，盘中股价跌破800元大关，一度重挫逾19%，后跌幅有所收窄。 A股通信和电子两大板块领涨 电子板块也领涨市场。截至午间收盘，国瓷材料、晶丰明源涨幅超过10%，西陇科学涨停。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 300285 | 国瓷材料 | 27.64 | 4.31 | 18.47% | | 688368 | 晶丰明源 | 111.90 | 15.22 | 15.74% | | 002584 | 西陇科学 | 9.35 | 0.85 | 10.00% | | 688662 | 富信科技 | 60.44 | 5.25 | 9.51% | | 301183 | 东田微 | 195.93 | 16.93 | 9.46% | | 688195 | 腾景科技 | 197.99 | 15.38 | 8.42% | | 688172 | 燕矢微 | 26.55 | 1.90 | 7.71 ...

盘面上看，零售、银行、地产等板块走低，电力、有色、半导体等板块拉升，特高压、核电、商业航 天、CPO概念等活跃。 华金证券指出，A股慢牛延续，可能进一步推动春季行情开启。会议可能提振经济和盈利修复预期。一 是稳增长政策继续发力预期可能上升，社零和投资增速可能回升。二是财政政策发力、反内卷政策实施 可能提振盈利回升预期。流动性方面，会议可能进一步提升短期流动性宽松的预期。一是美联储如期降 息，且明年仍有降息空间，海外流动性宽松下对人民币汇率掣肘减轻。二是会议提出灵活高效运用降准 降息等多种政策工具，在当前经济增长压力较大的背景下，央行短期可能进一步降准降息。风险偏好方 面，政策定调积极提振市场情绪。 截至午间收盘，沪指微跌，深证成指涨0.57%，创业板指涨0.6%，北证50指数涨1.12%，沪深北三市合 计成交12563亿元。 12日早盘，两市主要股指盘中震荡上扬，北证50指数较为强势，一度涨超2%，全A超3200股飘红。 ...

Core Viewpoint - The stock market showed mixed performance with the Shanghai Composite Index slightly down by 0.04%, while the Shenzhen Component Index and the ChiNext Index increased by 0.57% and 0.6% respectively [1] Group 1: Market Performance - The Shanghai Composite Index decreased by 0.04% [1] - The Shenzhen Component Index increased by 0.57% [1] - The ChiNext Index rose by 0.6% [1] Group 2: Sector Performance - Commercial aerospace concept stocks were notably active [1] - Sectors such as nuclear fusion, CPO, ultra-high voltage, superconductors, charging piles, and photolithography machines saw significant gains [1] - Lithium battery electrolyte, cross-strait integration, and banking sectors experienced weakness [1]

Core Insights - The electric grid equipment sector has experienced a strong rebound, driven by multiple favorable factors including breakthroughs in controllable nuclear fusion and the increasing demand for electricity in global data centers due to AI computational power [1][2]. Group 1: Market Performance - The only electric grid equipment ETF (159326) saw a 3% increase, with a trading volume reaching 281 million yuan, and several stocks within the ETF hitting the daily limit [1]. - Notable stocks such as Neng Electric, China Xidian, and Huazhong Cable experienced significant gains, with some stocks rising over 8% and TBEA increasing by more than 6% [1]. Group 2: Industry Trends - A recent report from Goldman Sachs highlighted that electricity supply has become a major obstacle for AI development, predicting a 160% increase in electricity demand from global data centers by 2030 [1]. - The aging power grids in Europe and the United States require urgent upgrades, creating opportunities for the electric grid equipment sector [1]. Group 3: Policy and Long-term Outlook - CITIC Securities emphasized the importance of a new energy system in the "14th Five-Year Plan," focusing on long-term development priorities such as consumption, resilience, and electrification in power system construction [1]. - The policy guidance is expected to solidify long-term opportunities in areas such as ultra-high voltage, flexible direct current transmission, and smart grids [1].

Core Viewpoint - The article discusses the performance of the A-share market, highlighting the fluctuations in major indices and the active sectors, particularly in commercial aerospace and nuclear fusion concepts, while noting weaknesses in lithium battery electrolyte and banking sectors [3][4]. Market Performance - As of midday, the Shanghai Composite Index fell by 0.04%, while the Shenzhen Component rose by 0.57%, and the ChiNext Index increased by 0.6% [3]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.24 trillion yuan, an increase of 80 billion yuan compared to the previous trading day, with over 3,200 stocks rising [4]. Sector Highlights - The following sectors showed notable gains: - Electric grid equipment: +3.75% - Controlled nuclear fusion: +3.06% - Flexible DC transmission: +3.04% - Precious metals: +2.72% - Superconducting concepts: +2.48% [4]. - Conversely, the fluorochemical sector declined, with companies like Multi-Fluor hitting the daily limit down [6]. Stock Movements - In the Hong Kong market, electric power equipment stocks performed well, with Harbin Electric rising over 6% [8]. - Lithium mining concepts saw a surge, with Jin Yuan shares hitting the daily limit up, and major players like Dazhong Mining and Blue Sky Technology also rising [9]. - The retail sector experienced a downturn, with several companies, including Dongbai Group and Yonghui Supermarket, hitting the daily limit down [9]. Economic Indicators - The central bank conducted a 120.5 billion yuan reverse repurchase operation with a rate of 1.4%, while 139.8 billion yuan of reverse repos matured on the same day [16]. - The RMB to USD central parity rate was reported at 7.0638, an increase of 48 basis points from the previous trading day [17].

每经AI快讯，12月12日，特高压概念走强，风范股份涨停，红相股份、通光线缆、杭州柯林跟涨。 （文章来源：每日经济新闻） ...

今日市场震荡调整，截至收盘，上证指数跌0.70%报3873.32点，深证成指跌1.27%，创业板指冲高后回 落，收跌1.41%，科创50收跌1.55%。沪深两市全天成交额1.86万亿元，较上日放量786亿元。市场情绪 偏弱，全天超4300只个股下跌。分板块来看，特高压、商业航天等概念上涨，房地产、零售、通信设备 等板块调整明显。 资料来源： Wind 今日黄金基金ETF（518800）收涨0.18%，黄金股票ETF（517400）收涨0.07%。 资料来源： Wind 美联储降息如期落地。当地时间12月10日，美联储宣布降息25个基点，将联邦基金利率目标区间下调至 3.50%-3.75%，这是继9月17日，10月29日之后的年内第三次降息，幅度均为25个基点。本次降息落地前 市场已经有充分预期，关注点更多在于美联储对后续降息路径的态度。点阵图中位数维持了2026年仅有 1次降息的预测，鲍威尔也表示当前利率处于"有利位置"，表明后续降息门槛可能提高。 但同时，美联储重启扩表操作，将自2025年12月12日起启动短期美国国债购买，未来30天计划购买400 亿美元，购买规模或将在未来数月维持高位，此举将为市场直接注 ...