智通财经APP讯，中国核建(601611.SH)发布股价异动公告称，公司可控核聚变相关业务占比极低，请广 大投资者注意二级市场交易风险，理性决策，审慎投资。 ...

Core Viewpoint - The Shanghai Composite Index experienced a slight decline of 0.07% but closed higher than its opening price, marking a 15-day consecutive rise in K-line patterns [1] Market Performance - The Shenzhen Component Index fell by 0.51% and the ChiNext Index decreased by 0.82% [1] - The Science and Technology Innovation Index rose by 1.14% [1] - Total trading volume in the Shanghai and Shenzhen markets reached 28,265 billion, a decrease of 552 billion compared to the previous day [1] Sector Performance - The commercial aerospace sector showed strong performance, with Aerospace Hongtu hitting the daily limit of 20 cm, and nearly 40 stocks including Jieli Rigging and Taisheng Wind Power also reaching the daily limit [1] - The controllable nuclear fusion sector performed well, and AI applications were active [1] - In contrast, the large financial sector saw an expanded decline in the afternoon, while the rare earth permanent magnet sector continued to fall [1] - Overall, there were more gainers than losers, with over 3,700 stocks rising [1]

Group 1: Storage Market - The storage market is experiencing a "super bull market" driven by explosive AI inference demand and exponential growth in multimodal data, with prices significantly increasing [2][7] - The global DRAM market has seen prices rise rapidly since July 2025, with most categories increasing over 100%, and the price of a single 256G DDR5 server memory exceeding 40,000 yuan [2][7] - Major storage manufacturers are shifting production capacity towards HBM and DDR5, leading to limited supply of traditional memory, and cloud service providers are paying premiums far exceeding those of mobile manufacturers [2][7] - Capacity tightness is expected to last at least until the end of 2027 [2][7] Group 2: Commercial Aerospace - The commercial aerospace sector is witnessing a surge, with nearly 40 stocks hitting the daily limit up on January 8, driven by policy support and technological breakthroughs [2][7] - The construction of a large liquid rocket assembly and recovery base by Arrow Yuan Technology in Zhejiang Qiantang has commenced [2][7] - Analysts believe that the commercial aerospace industry is entering a new era, with a need for legislative and procurement support to tackle cost reduction in reusable rockets [2][7] Group 3: Trade Relations - China has initiated an anti-dumping investigation into imported dichlorodihydrosilane from Japan, effective January 7, 2026, due to a rising trend in import quantities and a 31% cumulative price drop from 2022 to 2024 [2][7] - This investigation follows China's tightening of export controls on Japan, which has led to a decline in the Japanese stock market [2][7] - Estimates suggest that if rare earth exports are restricted, Japan's economy could suffer a loss of approximately 30 billion yuan within three months [2][7] Group 4: Monetary Policy - The People's Bank of China has emphasized the continuation of a moderately loose monetary policy, focusing on promoting high-quality economic development and reasonable price recovery [8][9] - Experts anticipate that the first round of interest rate cuts and reserve requirement ratio reductions may occur before the Spring Festival, with ample room for monetary policy adjustments in 2026 [8][9] Group 5: Innovation in Pharmaceuticals - The A-share innovative drug sector is showing signs of recovery, with the Hong Kong market performing even better, as valuations have entered an attractive range [8][9] - Fund managers believe that innovative drugs will remain a key investment theme in 2026, supported by continuous positive catalysts and improved overseas liquidity [8][9] - The emergence of brain-computer interface concepts may also boost the medical device sector, with "going overseas" capabilities becoming a core criterion for selecting companies [8][9] Group 6: Nuclear Fusion Technology - The controlled nuclear fusion sector is experiencing renewed strength, with multiple stocks hitting the daily limit up following breakthroughs in China's nuclear fusion technology [10] - The EAST experiment has confirmed the existence of a density-free zone in the Tokamak, and the upcoming implementation of the Atomic Energy Law will support controlled thermonuclear fusion [10] - Global investment in the fusion industry is rapidly increasing, with the market expected to reach $496.55 billion by 2030 [10] Group 7: AI and Manufacturing Integration - Eight departments, including the Ministry of Industry and Information Technology, have issued implementation opinions for the "AI + Manufacturing" initiative, aiming for secure and reliable supply of key AI technologies by 2027 [10] - The initiative will promote breakthroughs in key technologies such as smart chips and accelerate the application of AI across various manufacturing sectors [10]

（责任编辑：刘畅 ） ETF方面，军工与商业航天板块联袂上攻，永赢基金卫星ETF、富国基金卫星ETF和万家基金航天 航空ETF分别涨6.2%、5.7%和5.62%。军工板块表现亮眼，富国基金军工龙头ETF涨5.41%。 中韩半导体ETF跌3.68%。大金融板块全线回调，保险证券ETF、证券保险ETF易方达分别跌 3.26%、3.25%。 A股今日窄幅震荡，截至收盘，沪指跌0.07%，录得15连阳，深成指跌0.51%，创业板指跌0.82%， 北证50指数涨0.81%，沪深京三市成交额28262亿元，较上日缩量553亿元，三市超3700只个股飘红。板 块题材上，军工装备、商业航天、脑机接口、光伏设备、可控核聚变、AI智能体、房地产、量子科 技、CRO概念股涨幅居前；保险、证券、有色金属、稀土永磁、银行、电池板块表现落后。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

Market Overview - The Shanghai Composite Index experienced narrow fluctuations, while the ChiNext Index fell over 1% during the session. The total trading volume in the Shanghai and Shenzhen markets reached 2.8 trillion yuan, a decrease of 53.8 billion yuan compared to the previous trading day, marking the fourth consecutive day with trading volumes exceeding 2.5 trillion yuan [1] Sector Performance - The market saw rapid rotation of hotspots, with over 3,700 stocks rising, including 111 stocks hitting the daily limit. The commercial aerospace sector witnessed a collective surge, with more than twenty constituent stocks reaching the daily limit, including Lushin Investment, which achieved eight consecutive limit-ups in ten days, and Goldwind Technology, which had three consecutive limit-ups [1] - The brain-computer interface concept continued to show strength, with stocks like Innovation Medical, Prilite, and Nanjing Panda achieving four consecutive limit-ups. The controllable nuclear fusion concept was also active, with China First Heavy Industries, China National Machinery Industry Corporation, and China Nuclear Engineering reaching two consecutive limit-ups [1] - The AI application concept rose, with stocks such as Jiuxin Software and Baoxin Software hitting the daily limit. Conversely, sectors like large finance, rare earth permanent magnets, and non-ferrous metals saw significant declines, with the securities sector collectively dropping, including Huayin Securities hitting the daily limit down [1] Institutional Activity - Institutional participation increased compared to the previous day, with 38 stocks having net buy/sell amounts exceeding 10 million yuan. Among these, 20 stocks were net bought, while 18 were net sold. Notable net purchases included Aerospace Electric at 276 million yuan, Zhenlei Technology at 259 million yuan, and Luyan Pharmaceutical at 186 million yuan. On the other hand, significant net sales were observed in Goldwind Technology at 668 million yuan, Chipone Technology at 632 million yuan, and Qiangyi Co., Ltd. at 315 million yuan [2]

智通财经APP讯，中国一重(601106.SH)发布股价异动公告称，公司被列入"可控核聚变"概念股，但截至 目前，公司"可控核聚变"相关产品尚未形成收入。 ...

据媒体报道，目前 3—5 岁左右的食蟹猴价格已涨至 14 万元一只，且年内已出现供不应求的局面。市场 看好昭衍新药（06127）食蟹猴涨价预期，公司发布公告，于 2026 年 1 月 7 日，注销有关 2021 年和 2022 年 A 股员工持股计划的 12.91 万股库存股份。今天涨超 4%。 【解剖大盘】 这两天利空因素不少，今天还在加剧。港股又是跳空往下，收盘跌 1.17%。恒指接下来看样子要考验 26000 点大关了。 前面提到过，特朗普正在讨论获取格陵兰岛的多种方案，包括不排除动用军事力量。格陵兰岛不光地理 位置极为重要，是北极航道的关键节点，而且资源极为丰富，据美国地质调查局统计，和美国经济运转 有关的关键矿产，共有 50 种，格陵兰岛存在其中43 种的储量。其中有铜、钴和镍，还有4200 万吨稀 土。美国要实现"大北美 "战略，必然绕不开格陵兰岛。压力给到丹麦一边，当地时间 1 月 7 日，丹麦 国防部在回应丹麦《贝林时报》记者询问时确认，一项颁布于 1952 年的军事规定目前"仍然有效 "。该 规定要求，在遭到外国入侵时， "被攻击的部队必须立即投入战斗，无需等待或寻求命令 "。样子还是 要装 ...

中国核建公告称，公司股票于2026年1月6 - 8日连续三个交易日内收盘价格涨幅偏离值累计达20%，属 异常波动情形。目前公司生产经营正常，内外部环境未变。经自查及函询控股股东中核集团，截至公告 披露日，公司及控股股东无应披露未披露重大信息。公司未发现影响股价的媒体报道、市场传闻及热点 概念事项，也无其他重大事件。此外，公司可控核聚变相关业务占比极低，提醒投资者注意交易风险。 ...

从板块来看，商业航天概念集体爆发，二十余只成分股涨停，鲁信创投10天8板，金风科技3连板。脑机接口概念延续强势，创新医疗、普利特、南京熊猫4 连板。可控核聚变概念表现活跃，中国一重、国机重装、中国核建2连板。AI应用概念走高，久其软件、宝信软件涨停。下跌方面，大金融、稀土永磁、有 色金属等板块跌幅居前。其中证券方向集体下挫，华林证券跌停。截至收盘，沪指跌0.07%，深成指跌0.51%，创业板指跌0.82%。 1月8日电，沪指窄幅震荡，创业板指盘中跌超1%。截止收盘，沪指跌0.07%，收报4082.98点；深证成指跌0.51%，收报13959.48点；创业板指跌0.82%，收 报3302.31点。沪深两市成交额2.8万亿，较上一个交易日缩量538亿，成交额连续4个交易日超2.5万亿。盘面上，市场热点快速轮动，全市场超3700只个股上 涨，其中112只个股涨停。 三、涨跌家数 今日全市场（不含ST股、退市股）共92股涨停，连板股总数26只，29股封板未遂，封板率为76%。焦点股方面，锋龙股份继续一字涨停晋级10连板。商业航 天概念神剑股份14天10板、鲁信创投10天8板、金风科技9天5板。 一、板块异动 四、涨停 ...

中国一重公告，公司股票于2026年1月6日、2026年1月7日、2026年1月8日连续三个交易日内日收盘价格 涨幅偏离值累计超过20%。经公司自查并向公司控股股东中国一重集团有限公司发函核实，截至本公告 披露日，不存在应披露而未披露的重大事项。公司2025年三季度归属于上市公司股东的净利润为负值。 公司被列入"可控核聚变"概念股，但截至目前，公司"可控核聚变"相关产品尚未形成收入。 ...