中金公司：作为金融基础设施，银行已进入高质量发展阶段，过去一两年少数上市银行利润同比增速录 得二位数增长，高股息投资成为主要范式。银行端，关注股息率的高低以及确定性，高低取决于估值与 利润增速，确定性则聚焦资产质量与营收可持续性。基准情形下，继续看好银行股的绝对收益与相对收 益表现，资金主要源自配置需求，银行股的高股息标签愈发得到市场认可，与其他行业的最大特征在 于"量"。 消息面上 西安：到2027年全市生物医药产业规模达到400亿元 新华财经北京12月17日电 A股三大指数12月17日震荡走强，早盘持续整理，午后三大指数震荡上行，创 业板指大涨超3%。盘面上，算力硬件概念表现活跃，中瓷电子、环旭电子等多股涨停；金融股午后拉 升，华泰证券冲击涨停；锂电产业链走强，金圆股份4天2板，天际股份涨停；能源金属板块走强，盛新 锂能涨停，融捷股份涨超6%，天齐锂业、西藏矿业涨超5%。下跌方面，海南板块下挫，京粮控股、海 南瑞泽跌停；军工电子板块调整，银河电子、航天长峰触及跌停，天箭科技跌超6%。 截至收盘，沪指报3870.28点，涨幅1.19%，成交7668亿元；深证成指报13224.51点，涨幅2.40%，成交 1 ...

转自：智通财经 【收评：三大指数集体反弹 算力硬件、锂电产业链爆发】智通财经12月17日电，市场集体反弹，沪指 涨超1%，创业板指涨超3%。沪深两市成交额1.81万亿，较上一个交易日放量870亿。盘面上，市场热点 轮番活跃，全市场超3600只个股上涨。从板块来看，算力硬件概念表现活跃，中瓷电子、环旭电子等多 股涨停，"易中天"光模块三巨头大涨。锂电产业链走强，金圆股份4天2板，天际股份涨停。大金融方向 午后发力，华泰证券盘中一度逼近涨停，中国太保涨超4%。下跌方面，福建板块下挫，安记食品、平 潭发展跌停。板块方面，能源金属、算力硬件、电池、保险等板块涨幅居前，海南、军工等板块跌幅居 前。截至收盘，沪指涨1.19%，深成指涨2.4%，创业板指涨3.39%。 ...

凤凰网财经讯 12月17日，市场集体反弹，沪指涨超1%，创业板指涨超3%。截至收盘，沪指涨1.19%， 深成指涨2.4%，创业板指涨3.39%。沪深两市成交额1.81万亿，较上一个交易日放量870亿。 两市成交额:1.81万亿 较上一日: +870亿 今日预测量能: 1.81万亿 | +870亿 涨停表现 | | | | | 沪深京重要指数 | | | | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 张幅% | | 涨跌 涨跌家数 涨速% | 总手 | 现手 金额 | | 上证指数 | 3870.28 | 1.19 | 45.47 | 1584/657 | -0.02 5.12 7 | 272万 7668.21亿 | | 深证成指 | 13224.51 | 2.40 | 309.84 | 1935/870 | 0.01 6.547 | 173万 1.04万亿 | | 北证50 | 1439.02 | -0.04 | -0.63 | 146/133 | 0.05 1040万 | 13.1万 233.63亿 | | 创业板指 | 3175.91 ...

截至收盘，沪指涨1.19%，深成指涨2.4%，创业板指涨3.39%。 上证指数 深证成指 创业板指 -3870.28 -13224.51 -3175.91 +309.85 +2.40% +104.15 +3.39% +45.47 +1.19% 今日A股市场集体反弹，沪指涨超1%，创业板指涨超3%。沪深两市成交额1.81万亿，较上一个交易日放量870亿。 盘面上， 市场热点轮番活跃，全市场超3600只个股上涨。 从板块来看， 算力硬件概念表现活跃 ，中瓷电子、环旭电子等多股涨停，"易中天"光模 块三巨头大涨。 锂电产业链走强 ，金圆股份4天2板，天际股份涨停。大金融方向午后发力，华泰证券盘中一度逼近涨停，中国太保涨超4%。下跌方 面，福建板块下挫，安记食品、平潭发展跌停。 板块方面，能源金属、算力硬件、电池、保险等板块涨幅居前，海南、军工等板块跌幅居前。 市场概况 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 2595 1233 642 241 207 198 100 82 77 57 37 47 25 大于 小于 涨停 -2% -6% -8% 跌停 +8 ...

能源金属拉升 能源金属拉升，盛新锂业、天齐锂业、融捷股份、赣锋锂业涨幅靠前。 消息面上，碳酸锂期货主力合约盘中涨超6%，碳酸锂2602购106000期权合约暴涨116.84%，从昨收价 1900涨至4120；碳酸锂2602购108000期权合约暴涨115.15%，从昨收价1650涨至3550；碳酸锂2602购 104000期权合约暴涨114.35%，从昨收价2300涨至4930。 AI医疗活跃 12月17日，A股三大股指小幅高开走窄幅震荡，午后强力拉升，截止收盘，沪指涨1.19%报3870.28点， 深成指涨2.4%报13224.51点，创业板指涨3.39%报3175.91点，科创50指数涨2.47%报1325.33点。全市场 成交额1.83万亿元，超3600股上涨。 盘面上，算力硬件概念表现活跃，中瓷电子、环旭电子等多股涨停，"易中天"光模块三巨头大涨；锂电 产业链走强，金圆股份4天2板，天际股份涨停；液冷概念爆发，奕东电子、英维克等多股涨停，荣亿精 密'华光新材均涨近19%；大金融方向午后发力，华泰证券盘中一度逼近涨停，中国太保涨超4%；氟化 工、F5G、麒麟电池及铜缆高速连接等板块涨幅居前。海南板块逆市 ...

Core Viewpoint - The computing hardware sector is experiencing a significant rally, with multiple companies seeing substantial stock price increases on December 17. Group 1: Company Performance - LianTe Technology and ZhongCi Electronics reached their daily limit up, indicating strong investor interest and confidence in these stocks [2] - YiDong Electronics also hit the daily limit up, reflecting positive market sentiment [2] - JuGuang Technology and YuanJie Technology saw their stock prices increase by over 10%, showcasing robust performance in the sector [2] Group 2: Market Trends - The overall trend in the computing hardware sector is bullish, with several companies such as TianFu Communication, XinYiSheng, ShengYi Electronics, TaiChenGuang, and ChangXin BoChuang also experiencing price increases [2]

| 上证指数 | 3831.53 | +6.72 | +0.18% | | --- | --- | --- | --- | | 000001 | | | | | 创业板指 | 3114.15 | +42.39 | +1.38% | | 399006 | | | | | 深证成指 | 13026.87 | +112.20 | +0.87% | | 399001 | | | | | श्रीलिप | 1303.84 | +10.46 | +0.81% | | 000688 | | | | | 北证50 | 1435.51 | -4.14 | -0.29% | | 899050 | | | | | 沪深300 | 4519.39 | +21.83 | +0.49% | | 000300 | | | | | 上证50 | 2958.24 | +3.46 | +0.12% | | 000016 | | | | 格隆汇12月17日｜A股主要指数走强，创业板指涨1.38%，沪指涨0.18%，深成指涨0.87%。算力硬件、 锂电、医药商业等方向涨幅居前，沪深京三市上涨个股近2900只。 ...

Market Overview - The A-share market experienced a day of volatility, with the Shanghai Composite Index down by 1.11%, the Shenzhen Component Index down by 1.51%, and the ChiNext Index down by 2.1% [3][4]. - The trading volume in the Shanghai and Shenzhen markets was 1.72 trillion yuan, a decrease of 49.3 billion yuan compared to the previous trading day, with nearly 4,300 stocks declining [7][10]. Sector Performance - Sectors such as photovoltaic, semiconductors, superhard materials, rare earth permanent magnets, computing hardware, robotics, and AI applications saw a pullback, while smart driving, duty-free shops, retail, and education sectors performed strongly [3][4]. - The retail sector showed significant strength, with companies like Baida Group achieving four consecutive trading limit increases, and Hongqi Chain and Guangbai Co. both achieving two consecutive trading limit increases [5]. Notable Stocks - Stocks in the retail sector that saw notable gains include Yonghui Supermarket (+10.10%), Gaodaqian (+10.02%), and Ouhua Group (+10.02%) [6]. - In the smart driving sector, companies such as Zhejiang Shibao and Suoling Co. saw their stocks hit the trading limit, with over ten stocks experiencing similar gains [6]. Capital Flow - Main capital flows showed a net inflow into sectors like commerce and retail, education, and automotive, while there was a net outflow from communication equipment, semiconductors, and non-ferrous metals [10]. - Specific stocks with significant net inflows included Yonghui Supermarket (2.623 billion yuan), Aerospace Development (1.186 billion yuan), and N Anrui-UW (917 million yuan) [10]. Institutional Insights - According to Everbright Securities, market sentiment is cautious as the year-end approaches, with some funds temporarily exiting, suggesting that the index may experience volatility [11]. - CITIC Securities noted that the market has largely completed its adjustment phase, and with fund rankings stabilizing, a new wave of market activity may be on the horizon [12]. - Yingda Securities expressed optimism about the continuation of the A-share recovery trend, emphasizing the importance of identifying low-buy opportunities after pullbacks [13].

智通财经12月15日讯，市场震荡调整，沪指盘中翻红后再度回落，创业板指低开低走。沪深两市成交额 1.77万亿，较上一个交易日缩量3188亿。盘面上，市场热点快速轮动，全市场超2900只个股下跌。从板 块来看，大消费方向大涨，其中白酒概念开盘活跃，中锐股份2连板；乳业概念快速拉升，皇氏集团、 阳光乳业涨停；零售表现强势，百大集团、广百股份涨停。保险板块走强，中国平安涨近5%创4年多新 高。商业航天概念延续活跃，华菱线缆、中超控股双双3连板。贵金属板块下午快速拉升，贵研铂业触 及涨停。下跌方面，算力硬件概念走弱，长飞光纤触及跌停。截至收盘，沪指跌0.55%，深成指跌 1.1%，创业板指跌1.77%。 板块方面 大消费板块全线走强，零售股全线走强，红旗连锁、全新好、浙江东日、东百集团、广百股份涨停。消 息面上，商务部办公厅联合两部门发布《关于加强商务和金融协同更大力度提振消费的通知》，提出强 化政策合力，推动消费持续恢复。 消息面上，日前金融监管总局发布《关于调整保险公司相关业务风险因子的通知》，对保险公司投资沪 深300指数成分股、中证红利低波动100指数成分股以及科创板股票的风险因子进行下调。 中信建投证券表示 ...

截至上午收盘，场内跟踪中证A500指数的ETF小幅下跌。其中，有11只中证A500相关ETF成交额超1亿元，3只超47亿元。A500ETF华泰柏瑞、A500ETF基 金、A500ETF南方早盘成交额分别为69.98亿元、60.31亿元、47.75亿元。 有券商表示，目前指数处于慢牛行情中段整固阶段。往后看，随着"十五五"最新指引、海外流动性宽松、国内政策托底效应等多重利好因素释放，将继续为 A股市场提供支撑。后续增量稳经济政策的出台将不断驱动市场风险偏好回升，A股市场有望继续向上演绎，迎接跨年行情。 | 代码 | 名称 | 现价 | 涨跌幅 | IOPV | 流折率 | | | --- | --- | --- | --- | --- | --- | --- | | 563360 | A500ETF华泰柏瑞 | 1.231 | -0.16% | 1.2304 | 0.05% | 2 | | 512050 | A500ETF基金 | 1.158 | -0.26% | 1.1581 | -0.01% | 2 | | 159352 | A500ETF南方 | 1.212 | -0.16% | 1.2109 | 0.0 ...