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！ 今日早盘，A股三大股指下探回升，AI硬件板块显著回暖，带动创业板指领涨。截至午间休市，上证指 数报3878.99点，涨0.08%；深证成指、创业板指分别上涨0.39%和0.47%。 | A股指数 | | (用圖 | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 3878.99 | 13057.09 | 1393.75 | | +3.20 +0.08% | +50.37 +0.39% | +6.46 +0.47% | | 创业板指 | 沪深300 | 科创综指 | | 3082.05 | 4551.81 | 1572.02 | | +14.57 +0.47% | +5.24 +0.12% | +6.73 +0.43% | A股主要股指早盘表现 摩尔线程单签收益约27万元 刷新年内纪录 "国产GPU第一股"摩尔线程今日在上交所科创板挂牌上市，上市首日开盘价报650.00元/股，较发行价 114.28元/股高开468.78%，以500股计算，打新单签收益达到26.79万元，创今年以来的单签收益纪录。 ...

盘面上看，银行、医药、地产等板块走低，半导体、有色、军工、农业、汽车等板块拉升，CPO概念、 商业航天概念等活跃。 东莞证券表示，目前市场开始进入行情中段的整固阶段，短期内向上突破的动力相对有限，近期需要重 点关注12月10日的美联储议息会议是否会降息，国内方面需要重点关注中上旬的12月中央政治局会议和 中央经济工作会议对明年的政策定调。往后看，市场在经历充分整理后，有望迎来结构性的修复机会， 同时当前许多板块已显现出一定的估值吸引力，中长期配置价值逐步提升。板块上建议进行均衡配置， 关注有色金属、科技成长、新能源和红利等板块。 5日早盘，两市主要股指盘中震荡上扬，沪指微涨，创业板指等走高，全A超3500股飘红。 截至午间收盘，沪指微涨0.08%报3878.99点，深证成指涨0.39%，创业板指涨0.47%，沪深北三市合计成 交9996亿元。 （文章来源：证券时报网） ...

Group 1 - The A-share market showed a rebound after an initial dip, with the three major indices turning positive before noon, and the total trading volume reaching 992.7 billion, a decrease of 39.4 billion from the previous trading day [1] - The major highlight of the day was the listing of "domestic GPU first stock" Moore Threads on the Sci-Tech Innovation Board, with its stock price peaking at 688 yuan before settling at 590.59 yuan, marking an increase of nearly 417% and a market capitalization of 277.6 billion, making it the fourth largest chip stock on the board [1] - Other stocks related to Moore Threads saw declines, with Heertai down over 9%, Initial Spirit Information down over 7%, and Zhongke Lanyun down 6.8% [1] Group 2 - Several companies have direct or indirect stakes in Moore Threads, including Heertai with a direct holding of 1.03% and an additional 0.50% through Beijing Qichuang Kexin, Zhongke Lanyun with a total indirect holding of 0.503%, and Yingqu Technology with a direct holding of 0.34% [2] Group 3 - The local stocks in Fujian experienced a surge, with Hai Xin Food achieving 7 consecutive trading limits, and other companies like Anji Food and Taiyang Cable also seeing significant gains [4] - The commercial aerospace sector continued to show strength, with Longguang Huaxin and Chaojie Co. both hitting the 20% limit up, driven by positive news in the industry [5]

Market Overview - The A-share market showed a rebound after an early dip, with the three major indices turning positive before noon, and the total trading volume in the Shanghai and Shenzhen markets reached 992.7 billion, a decrease of 39.4 billion from the previous trading day [1] - The Shanghai Composite Index closed at 3878.99, up 3.19 points or 0.08%, while the Shenzhen Component Index rose by 50.37 points or 0.39% [2] Key Stock Movements - One of the major highlights of the day was the listing of "domestic GPU first stock" Moore Threads on the Sci-Tech Innovation Board, with its stock price peaking at 688 yuan before settling at 590.59 yuan, marking an increase of nearly 417% and a market capitalization of 277.6 billion [3] - Moore Threads became the fourth largest chip stock on the Sci-Tech Innovation Board, with significant profits for investors, as one lot could yield nearly 270,000 yuan [4] Related Companies - Several companies have direct or indirect stakes in Moore Threads, including: - Heertai with a direct holding of 1.03% - Zhongke Lanyun with a combined holding of 0.50% - ST Huayun with an indirect holding of 0.36% through a subsidiary [5] - Other companies related to Moore Threads saw mixed performance, with only Zhuoyi Information showing gains while others like Heertai and Chuling Information experienced declines [4] Sector Trends - The CPO concept stocks surged, with Changguang Huaxin hitting the daily limit and creating a historical high, alongside other companies like Zhishang Technology and Yongding Co. also reaching their limits [6] - The commercial aerospace sector continued to show strength, with multiple stocks hitting their daily limits, driven by positive news and expectations for advancements in reusable rocket technology by 2025 [6] Commodity Market - In the commodities market, LME copper prices reached record levels, with Citigroup predicting prices could hit $13,000 per ton in the next 6 to 12 months [6]

Core Points - The A-share market saw all three major indices rise in the morning session, with the Shanghai Composite Index up 0.08%, the Shenzhen Component Index up 0.39%, and the ChiNext Index up 0.47% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 999.6 billion yuan, a decrease of 40.6 billion yuan compared to the previous day [1] - Over 3,500 stocks in the market experienced gains, indicating a broad-based rally [1] Sector Performance - CPO concept stocks surged, while local stocks in Fujian remained active; sectors such as superconductors, ultra-high voltage, 6G, and photovoltaic indices showed significant gains [1] - The banking, real estate, and pharmaceutical sectors faced declines, with the real estate sector leading the losses [1] - ETFs related to industrial and non-ferrous metals led the gains, with the Wanjia Fund's industrial non-ferrous ETF rising by 2.5% [1] - The electric grid equipment sector performed well, with multiple ETFs in this category rising by 2% [1] - The photovoltaic sector also saw a rise, with leading ETFs in this space increasing by 2% [1] - Real estate ETFs declined by 1.4%, reflecting the struggles in the real estate sector [1] - Japanese stocks fell, with the Tokyo Stock Exchange Index ETF down by 1.2% [1] - The innovative drug sector showed weakness, with ETFs in this category declining by 1% [1]

2025.12. 05 本文字数：1079，阅读时长大约2分钟 作者 | 一财 阿驴 11:31 A股午盘丨创业板指半日涨0.47% 截至午盘，沪指涨0.08%，深成指涨0.39%，创业板指涨0.47%。 盘面上，CPO概念股爆发，福建本地股反复活跃，超导、特高压、6G、光伏指数涨幅居前。摩尔线 程概念股走低，银行、地产、医药行业跌幅靠前。 | 板块名称 | 涨幅 | 涨速 | 涨停数 | | --- | --- | --- | --- | | 工业金属 | +3.13% -0.10% | | 2 | | 贵金属 | +3.12% -0.13% | | = | | 光纤概念 | +3.06% | -0.18% | L | | 超导概念 | +2.93% | -0.07% | 2 | | 福建 | +2.70% | -0.00% | 14 | | 福建自贸区 | +2.66% -0.01% | | 8 | | 可控核聚变 | +2.49% -0.07% | | મા | | 电网设备 | +2.41% -0.08% | | 3 | | 共封装光学(CPO) | +2.40% | -0.21% | 15 | | ...

每经AI快讯，12月5日，CPO概念盘中持续走强，长光华芯涨停，创历史新高。此前致尚科技、永鼎股 份、可川科技涨停，仕佳光子、东田微、太辰光、光库科技、罗博特科涨幅靠前。 （文章来源：每日经济新闻） ...

Group 1 - The CPO concept stocks in the A-share market experienced a collective rise, with notable increases in several companies' stock prices [1] - Srei New Materials saw a rise of over 13%, while Shijia Photon increased by over 11%, and Yongding Co. hit the daily limit with a 10% increase [1] - Other companies such as Taicheng Light, Kechuan Technology, and Juguang Technology also reported significant gains, ranging from 7% to 8% [1] Group 2 - The table lists specific stock performance, showing Srei New Materials with a market cap of 19.9 billion and a year-to-date increase of 193.72% [2] - Shijia Photon has a market cap of 41.3 billion and a remarkable year-to-date increase of 450.01% [2] - Yongding Co. has a market cap of 25 billion and a year-to-date increase of 247.88%, while Taicheng Light has a market cap of 25.3 billion with a 54.53% increase [2]

Market Overview - The A-share market opened with mixed results, with the Shanghai Composite Index down 0.07% and the ChiNext Index up 0.55% [1] - The Hang Seng Index opened lower, down 0.4%, while the Hang Seng Tech Index saw a larger decline of 1% [2][3] - The domestic commodity futures market opened mostly higher, with the shipping index (European line) up 3.76% and coking coal up 1.50% [2] Stock Performance - The stock of Moer Thread surged over 468% upon its debut on the STAR Market, reaching a price of 650 CNY, with a market capitalization nearing 305.5 billion CNY [4][5] - New stock "Encounter Small Noodles" opened down nearly 29% on its first day, while Tianyu Semiconductor fell over 34% on its debut [2] Sector Performance - Lithium battery electrolyte, cross-strait integration, superhard materials, servers, and aquaculture concept stocks weakened, while CPO concept stocks strengthened [1] - In the Hong Kong market, large tech stocks mostly declined, with notable drops in China Aluminum (down 1.35%) and various sectors including shipping, dining, and insurance [2] Bond Market - The bond futures market showed mixed performance, with the 30-year main contract up 0.15% and the 10-year main contract up 0.07% [3][4] Currency Exchange - The RMB/USD central parity rate was reported at 7.0749, a decrease of 16 points from the previous trading day [8]

2025.12. 05 本文字数：431，阅读时长大约1分钟 作者 | 一财 阿驴 09:25 A股开盘丨三大指数开盘涨跌不一 沪指低开0.07%，深成指高开0.10%，创业板指高开0.55%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Min | 3873.12 | -2.67 | -0.07% | | 399001 | 深证成指 | s | 13020.29 | 13.57 | 0.10% | | 399006 | 创业板指 | M5 | 3084.22 | 16.73 | 0.55% | 盘面上，锂电电解液、两岸融合、超硬材料、服务器、水产概念股走弱；CPO概念股走强。 个股方面，摩尔线程科创板上市，开盘大涨超468%，股价报650元。 | 分时 多日 1分 5分 15分 30分 60分 日 周 月 更多 | F9 盘前盘后 叠加 九转 画线 工具 @ 2 >> | | | | N摩尔-U ① 立即 | | | --- | --- | --- | --- | --- ...