有券商表示，近期A股经历阶段性调整后，当前已具备适当乐观的基础，可积极布局春季躁动行情。岁末年初，机构再配置需求释放与资金回流，有望持续 改善市场流动性、提振交易活跃度，跨年攻势已逐步启动。内外环境共振下，2026年A股跨年配置行情有望提前启动，为春季躁动行情奠定良好基础。 | 代码 | 名称 | 现价 | 涨跌幅 | IOPV 溢折率 换手率 成交金额 | | | --- | --- | --- | --- | --- | --- | | 563360 | A500ETF华泰柏瑞 | 1.235 | 0.82% | 1.2344 0.05% 20.31% | 80.50 | | 512050 | A500ETF基金 | 1.163 | 0.87% | 1.1626 0.03% 26.34% | 73.53 | | 159352 | A500ETF南方 | 1.216 | 0.83% | 1.2163 -0.02% 17.08% | 57.51 | | 159361 | A500ETF易方达 | 1.191 | 0.76% | 1.1904 0.05% 19.80% | 48.81 | | 159338 | ...

12月19日，早盘指数震荡走强，三大指数集体上涨，逾4600股飘红，半日成交1.1万亿，较昨日放量421 亿。截至午间收盘，上证指数涨0.59%，深证成指涨0.93%，创业板指涨0.99%。 盘面上，可控核聚变走强，王子新材、雪人集团涨停，常辅股份涨幅靠前；商业航天概念反复走强，华 体科技2连板，信科移动、广联航空等跟涨；智能驾驶概念活跃，浙江世宝4连板，豪恩汽电领涨，万集 科技、索菱股份等跟涨；大消费板块拉升，零售、食品饮料、犒赏经济等方向均表现不俗，德必集团、 大连友谊、西王食品、东百集团涨停，此前三湘印象2连板。下跌方面，贵金属、影视院线等板块跌幅 靠前。 展望后市，兴业证券认为，近期重磅会议奠定的国内外积极的政策组合，创造了有利于风险资产演绎的 良好环境，跨年行情有望在寻找共识的过程中逐步展开。 热门板块 1、可控核聚变走强 大消费板块拉升，零售、食品饮料、犒赏经济等方向均表现不俗，德必集团、大连友谊、西王食品、东 百集团涨停，此前三湘印象2连板，天创时尚、中央商场、上海九百等涨停。 点评：消息面上，据商务部，近日，商务部办公厅、财政部办公厅印发《关于做好消费新业态新模式新 场景试点有关工作的通知》， ...

Core Viewpoint - The A-share market shows positive momentum with significant gains in major indices, particularly in the retail and consumer sectors, driven by government initiatives to boost new consumption models [3][6]. Market Performance - As of midday, the Shanghai Composite Index rose by 0.59% to 3899.31, the Shenzhen Component Index increased by 0.93% to 13175.13, and the ChiNext Index climbed by 0.99% to 3137.73 [4]. - The retail sector led the market with a 4.01% increase, followed by duty-free shops and dairy industries, indicating strong consumer sentiment [5]. Sector Highlights - The consumer sector, including retail and food and beverage, continues to perform well, with several stocks reaching their daily limit up [6]. - The business environment is supported by a recent notice from the Ministry of Commerce and the Ministry of Finance to pilot new consumption models in 50 cities, which is expected to further stimulate growth in the consumer sector [6]. Stock Movements - Notable stock performances include Horizon Robotics rising nearly 7% and XPeng Motors increasing by nearly 5% within the technology sector [8]. - The innovative pharmaceutical sector saw a rebound, with stocks like Yifang Bio rising nearly 10% [9]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.09 trillion yuan, an increase of 42.1 billion yuan compared to the previous trading day, with nearly 4700 stocks rising [5].

【#浙江世宝4连板#】智能驾驶概念反复活跃，浙江世宝4连板，豪恩汽电涨超8%，万集科技、索菱股 份跟涨。消息面上，工信部公布我国首批L3级有条件自动驾驶车型准入许可，长安汽车与北汽极狐成 为首批获准企业，其获批车型将分别在重庆指定拥堵路段和北京指定高速路段开展上路试点。这标志着 我国L3级自动驾驶从测试阶段迈入商业化应用的关键一步。 ...

（文章来源：每日经济新闻） 每经AI快讯，12月19日， 沪指早间震荡走强，深成指、创业板指均涨近1%。大消费板块再度爆发，零 售、乳业等方向领涨，东百集团、庄园牧场等多股涨停。可控核聚变概念拉升，王子新材、雪人集团等 涨停。智能驾驶概念反复活跃，浙江世宝4连板，路畅科技等涨停。个股涨多跌少，沪深京三市超4700 股飘红，上午半天成交1.1万亿元。午间收盘沪指涨0.59%，深成指涨0.93%，创业板涨0.99%。 ...

转自：智通财经 【午评：创业板指、深成指均涨近1% 大消费板块集体爆发】智通财经12月19日电，市场早盘震荡走 强，沪指高开高走，创业板指一度涨超1.5%。沪深两市半日成交额1.09万亿，较上个交易日放量421 亿。盘面上热点快速轮动，全市场近4700只个股上涨。从板块来看，大消费板块持续拉升，零售、乳业 方向领涨，中央商场、上海九百、庄园牧场等多股涨停。智能驾驶概念走强，浙江世宝4连板。路畅科 技4天2板。商业航天概念反复活跃，华体科技2连板。可控核聚变概念开盘表现强势，王子新材3天2 板。下跌方面，影视院线概念走弱，博纳影业大跌。板块方面，零售、核电、乳业等板块涨幅居前，贵 金属、影视院线等板块跌幅居前。截至收盘，沪指涨0.59%，深成指涨0.93%，创业板指涨0.99%。 ...

相关事件 连续下跌的小鹏汽车终见反弹，盘前一度涨约6%，该股从11月12日以来持续走低，区间最大跌幅更是 超34%，现报74港元，总市值1417亿港元。 消息上，近日，据消息称小鹏汽车已在广州市获得L3级自 动驾驶道路测试牌照，并启动常态化的L3道路测试。该牌照主要用于在广州市智能网联汽车测试高快 速路上进行有条件自动驾驶的测试。 长江证券指出，小鹏汽车依托软硬件一体化优势，在智能驾驶领 域持续领先。随着自研图灵芯片上车、云端基座大模型推进，智驾进入第二代VLA阶段。公司预计 2026年一季度量产具备L4级能力的第二代VLA，并预期在2026年推出具备L4能力的Robotaxi车型。 小鹏汽车-W(9868.HK)：强势产品周期驱动业绩高增 战略升级聚焦物理AI 小鹏汽车-W(09868.HK)： 2026年看点梳理 从汽车走向AI科技！ ...

Group 1 - The core viewpoint of the news is the contrasting performance of two newly listed stocks, Xidi Intelligent Driving and Zhihui Mining, on the Hong Kong stock market, with Xidi experiencing a significant decline while Zhihui saw substantial gains [2] - Xidi Intelligent Driving's public offering was subscribed 22.55 times, with 540,800 shares allocated for public sale, representing about 10% of total shares offered [2] - The international offering for Xidi was subscribed only 2.1 times, with 4,867,200 shares allocated, accounting for 90% of the total shares offered [2] Group 2 - Xidi Intelligent Driving specializes in intelligent driving products and solutions for commercial vehicles, focusing on autonomous trucks for mining and logistics in closed environments, as well as V2X technology and intelligent perception solutions [3] - The company ranked sixth among intelligent driving commercial vehicle companies in China (including Hong Kong, Macau, and Taiwan) in 2024, with a market share of approximately 5.2% [3] - Xidi's revenue grew significantly from 31.06 million RMB in 2022 to 410 million RMB in 2024, reflecting a compound annual growth rate of 263% [3] - Despite rapid revenue growth, the company is still in a phase of continuous losses, with a net loss of 455 million RMB in the first half of 2025, an increase of approximately 271% year-on-year due to impairment losses and rising administrative and R&D expenses [3]

格隆汇12月19日｜港股市场智能驾驶概念股集体走强，其中，佑驾创新涨15%，浙江世宝涨近12%，地 平线机器人-W涨7%，小鹏汽车-W、黑芝麻智能涨超4%，速腾聚创、禾赛-W、知行科技涨超3%，小马 智行-W、零跑汽车涨2%。 消息面上，日前，我国首批L3级有条件自动驾驶车型准入许可正式公布，分 别为长安牌SC7000AAARBEV型纯电动轿车和极狐牌BJ7001A61NBEV型纯电动轿车。根据《汽车驾驶 自动化分级》国家标准，L3级自动驾驶属于"有条件自动驾驶"，即在特定设计运行条件下，车辆系统可 以完全接管动态驾驶任务，允许驾驶员脱手，但驾驶员仍需保持警觉并随时准备接管。 交银国际指 出，辅助驾驶功能已逐渐成为中国消费者购车决策的重要考量因素，部分车企已具备L3级智驾方案和 L3级车型量产能力。L3级自动驾驶法规的正式落地将成为2026年行业发展的关键催化剂，值得重点跟 踪。 ...

Group 1 - The core viewpoint of the article is that Xidi Intelligent Driving (03881) has successfully listed its shares at a price of HKD 263 per share, raising approximately HKD 1.309 billion from the issuance of 5.408 million shares [1] - The company specializes in intelligent driving products and solutions for commercial vehicles, focusing on autonomous trucks for mining and logistics, V2X technology, and intelligent perception solutions [1] - Xidi Intelligent Driving ranks sixth among all intelligent driving commercial vehicle companies in China, holding a market share of approximately 5.2% [1] Group 2 - The company has delivered 56 autonomous mining trucks to a mining area in China, operating alongside about 500 manned trucks, forming the world's largest mixed-operation mining truck fleet [1] - Xidi Intelligent Driving has delivered China's first fully autonomous electric mining truck fleet and ranks third in the autonomous mining truck solution market based on projected revenue for 2024 [1] - The company is one of the first in China to commercialize V2X products, and its Train Autonomous Perception System (TAPS) is currently the only product in China that provides independent safety perception for trains [1]