22日，两市股指盘中强势拉升，创业板指、科创50指数大涨逾2%，全A近3000股飘红。 （文章来源：证券时报网） 截至收盘，沪指涨0.69%报3917.36点，深证成指涨1.47%，创业板指涨2.23%，科创50指数涨2.04%，沪 深北三市合计成交18825亿元。 招商证券表示，多项信号显示，一轮经典的"跨年—春季"行情正在酝酿，并已徐徐拉开帷幕。一方面， 2026年开年后各项工作有望提前发力，尤其是中央预算内投资有望加快落地；另一方面，当前已有重要 机构投资者持续增持A500 ETF等宽基品种，为市场带来稳定增量资金。风格方面，行情主线很可能聚 焦以沪深300、上证50为代表的蓝筹指数；行业层面，应重点关注顺周期相关品种，其中尤其值得关注 的包括工业金属、非银金融、酒店航空。赛道层面，建议重点关注国产算力、商业航天和可控核聚变。 盘面上看，零售板块回落，银行、券商板块走低；半导体板块强势拉升，有色、钢铁、石油、化工等板 块上扬，海南自贸概念爆发，个股掀涨停潮；存储芯片、CPO概念、光刻机概念等活跃。 ...

Group 1 - The company, Yingjie Electric (300820.SZ), is involved in the research and sales of power products related to controllable nuclear fusion [1] - The company has established partnerships with several core domestic clients in the nuclear fusion field [1] - Currently, the company's nuclear fusion power-related business serves only domestic clients [1]

Group 1 - The core viewpoint of the news highlights the positive momentum in the Chinese equity market driven by improving corporate earnings, capital allocation shifts, and policy optimization, with a focus on key sectors such as AI, new energy, and quantum technology [1][3] - The U.S. labor statistics indicate a slight increase in the unemployment rate to 4.6%, the highest since September 2021, which supports the rationale for a recent 25 basis point interest rate cut [1] - The upcoming 2026 economic work plan emphasizes expanding domestic demand, strengthening industries, and promoting reforms, with a particular focus on technology development and market-driven initiatives [3] Group 2 - Haidong International's updates on the volcanic engine and AI agent platform enhancements aim to reduce integration costs and clarify project boundaries, facilitating business value creation [2] - The demand for AI computing power is driving growth in the optical module industry, with 800G products entering mass production and 1.6T products poised for large-scale deployment, indicating a significant upward trend in the industry [2] - The performance of various ETFs, particularly those tracking the Sci-Tech sector, shows strong upward movement, with notable increases in individual stocks such as Zhuojing Technology and Zhongxin International [4][5][6] Group 3 - The Sci-Tech ETFs are designed to provide exposure to a basket of leading Sci-Tech stocks, with features such as daily trading and no restrictions on account assets or investment duration [6][7] - The Sci-Tech 50 ETF, Sci-Tech 100 ETF, and Sci-Tech 200 ETF focus on different segments of the Sci-Tech market, reflecting the performance of large-cap, mid-cap, and small-cap companies respectively [7][8] - The Sci-Tech Growth ETF targets high-growth companies within the Sci-Tech sector, emphasizing those with strong revenue and profit growth metrics [8]

Macro Research - Commodity performance shows copper and gold are strong, while developed markets outperform emerging markets [1][2] - The US job market remains weak but stable, with inflation growth below expectations, leading the Federal Reserve to potentially pause interest rate cuts [1][3] - The Bank of Japan raised rates by 25 basis points as expected, with future gradual increases anticipated [1][4] - The European Central Bank's rate cut cycle may be nearing its end [1][4] Food and Beverage Research - Dongpeng Beverage is enhancing management efficiency, allowing the company to save significant profits to return to channels and consumers, aligning with the trend of consumers valuing high cost-performance in the beverage industry [1][5] - The company is expected to exceed market expectations in product category expansion, particularly in energy drinks, sports drinks, and coffee [5][6] Nuclear Power Equipment Research - The controllable nuclear fusion sector is seeing significant acceleration in bidding, with major contracts awarded for components like magnets and power supplies [1][8] - Trump Media Technology announced a merger with TAE Technologies, aiming to build large fusion power plants to meet energy demands driven by AI [9][10] - The US Department of Energy is investing $87 million to accelerate AI applications in fusion energy research [9][10]

转自：新华财经 新华财经北京12月22日电（王媛媛）市场早盘集体走强，沪指收复3900点关口，创业板指一度涨超 2%。截至午间收盘，沪指报3915.20点，涨0.64%，成交5031亿元；深证成指报13318.80点，涨1.36%， 成交6828亿元；创业板指报3178.51点，涨1.80%，成交3087亿元。 板块方面，海南自贸区、贵金属、算力硬件等板块涨幅居前，医药商业、影视院线、银行等板块跌幅居 前。 盘面热点 盘面上，海南自贸概念集体爆发，海汽集团、海南瑞泽等近20股涨停。商业航天概念反复走强，神剑股 份、北斗星通涨停。算力硬件概念表现活跃，"易中天"光模块三巨头集体上涨。半导体设备股拉升，拓 荆科技等多股创历史新高。下跌方面，AI医疗概念震荡回落，华人健康大跌。 机构观点 排排网财富：展望后市，A股整体仍将运行在震荡消化的格局中，但结构性行情仍具备演绎空间。一方 面，中央经济工作会议相关政策逐步落地，扩内需、稳增长取向明确，对市场中枢形成支撑；另一方 面，盈利修复节奏仍偏缓，叠加海外货币政策分化，市场风险偏好短期难以显著抬升。 广州"十五五"规划建议：深化穗港马产业合作 构建赛马产业经济圈 中共广州 ...

近日，特朗普媒体科技集团同意以全股票交易方式与核聚变能源企业TAE科技公司合并，交易 总价值超60亿美元。两家公司表示，此项交易旨在整合特朗普媒体与科技集团的资本渠道，以 及TAE科技的核聚变技术，从而为人工智能产业的蓬勃发展提供能源支持。 核聚变仪器 采购需求不断增加，行业招标显著加速。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 随着技术的持续突破、政策不断落地以及国内相关装置建设加速， 可控核聚变行业招标显著加 速。例如，近日中科院合肥物质院持续发布多项采购意向，并且采购需求还在持续加强。 发 文 不 易 ， 请 帮 小 编 点 下 "❤️" ↓ | 转 载 ： 须 本 号 授 权 ， 请 联 系 主 编 | 责 编 ： 安 安 | 视 觉 ： 长 艳 柱 子 | 版 权 ： 本 文 部 分 素 材 源 自 网 络 ， 版 权 归 原 作 者 所 有 ， 观 点 代 表 作 者 本 人 ， 不 代 表 本 号 立 场 ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵司的第二成长曲线是？是不是数据中心液冷？ 还是可控核聚变液冷？请问贵司是否有布局第三、四成长曲线？请问贵司打算如何提高毛利率和降低成 本？ 高澜股份（300499.SZ）12月22日在投资者互动平台表示，公司第二成长曲线聚焦数据中心、储能等热 管理领域，可控核聚变热管理为重要的技术探索方向之一。后续公司将持续拓展应用场景，布局多领域 成长机会。公司将通过技术研发升级、供应链整合及期间费用管控，实现降本增效和毛利率的提升。 （记者 王晓波） ...

（记者 王晓波） 高澜股份（300499.SZ）12月22日在投资者互动平台表示，公司高度重视可控核聚变热管理领域的发展 机遇，近年来在该领域有持续投入研发并参与部分小型项目。若后续存在大型项目合作契机，公司将秉 持开放态度积极参与。 每经AI快讯，有投资者在投资者互动平台提问：请问贵司是否承接过大型"可控核聚变"项目？ ...

（文章来源：央视新闻） 在太阳核心，氢原子不断碰撞聚变，释放出巨大能量。因此，可控核聚变也被称为"人造太阳"。人造太 阳以海水中提取的"氘"为主要燃料，核聚变能源充足且绿色安全，无温室气体排放与熔毁风险。按计 划，正在安徽合肥建设的可控核聚变装置"BEST"，将于2027年底完成主机系统建造，为全球能源转型 提供中国力量。 ...

Market Overview - The A-share market experienced fluctuations, with the consumer sector showing strong performance, while the real estate sector rebounded from low levels. External factors, such as the Bank of Japan's interest rate hike, briefly boosted market sentiment, but the gains were not sustained, indicating that external factors can only cause short-term emotional fluctuations without altering the underlying market logic [1][4][14] - The recent market volatility is attributed to the uncertainty surrounding the strength of domestic economic recovery, the time required for policy effects to materialize, and seasonal liquidity pressures as the year-end approaches. Institutional rebalancing for annual performance also contributes to short-term disturbances [1][14] Sector Analysis Consumer Sector - The consumer sector has been active, with significant gains in retail, food and beverage, and other consumer stocks driven by favorable consumption policies. Recent government initiatives aim to stimulate consumption, indicating a structural rally in this sector [7][8][10] Real Estate Sector - The real estate sector has seen a rebound due to the implementation of supportive policies from both central and local governments. The focus on stabilizing the real estate market and addressing local debt risks is expected to improve the sector's fundamentals, providing short-term boosts to the market [10][11] Financial Sector - The financial sector, particularly insurance and brokerage stocks, has shown upward momentum. Recent regulatory adjustments have lowered risk factors for insurance companies, which is expected to enhance their performance. The overall market conditions, including liquidity and economic recovery, are favorable for the financial sector [11][12] Technology Sector - The technology sector, including semiconductor and AI-related industries, remains a focus for investment. The report suggests selecting stocks with strong earnings support while avoiding high-valuation stocks lacking performance backing [2][14] Automotive Sector - The autonomous driving sector has gained attention with the approval of L3 level autonomous driving vehicles for commercial use, marking a significant step towards commercialization in China. This development is expected to drive interest and investment in related stocks [12]