Group 1 - The article highlights significant announcements in the stock market, including "suspensions and resumption of trading, share buybacks, investment wins, acquisitions, performance reports, unlocks, and high transfers" [1] - Important announcements are marked in red to assist investors in identifying investment hotspots and preventing various black swan events [1] - Companies involved in key sectors such as CPO, commercial aerospace, 6G, chips, computing power, and data centers are mentioned, indicating their participation in low-orbit satellite antenna work and possession of optical module products [1] Group 2 - A company in the Hainan Free Trade Zone plans to issue 1.6 billion yuan in convertible bonds for data center projects, indicating a focus on data infrastructure [1] - Another company is investing 1 billion yuan in the construction of a high-performance HDI printed circuit board project, emphasizing advancements in autonomous driving and computing power [1]

今日（25/12/22）早盘，港股科技板块延续回暖态势，集成电路、芯片、自主可控、人形机器人等概念 表现较强，带动恒生科技ETF（513130）等布局港股科技类资产的ETF交投活跃。 近期港股科技板块的回升主要来自于流动性层面的风险缓释。首先，南向资金脚步提速，重回净流入态 势，上周整体净买入达162.74亿元港股，刷新12月以来周度净流入纪录，显示出内地资金对港股信心的 回升。（数据来源：Wind，上周时间区间为25/12/15-25/12/19） 此外，外部流动性也有望趋于宽松态势。美联储官员表示，随着就业市场趋弱且通胀受控，美联储仍有 较大降息空间，但基于当前的经济前景，美联储无需采取激烈的行动。银河证券认为，展望未来，近日 央行靴子落地，下周美联储可能会稍微偏宽松预期，外部风险呈收窄趋势，港股有望震荡上行。其中， 科技板块或仍是中长期投资主线，经历前期调整后估值回落，在多重利好因素提振下，有望回升。 （数据来源：Wind） （资料来源：华尔街见闻-美联储理事沃勒：仍有50-100BP降息空间，但无需急于行动-25/12/17；银河 证券《外部风险收窄，港股或受益》-2025/12/20） 值得注意的是 ...

Market Overview - The Hong Kong stock market opened higher on December 22, with the Hang Seng Index rising by 0.41% to 25,795.94 points, the Hang Seng Tech Index increasing by 0.61% to 5,512.54 points, and the State-Owned Enterprises Index up by 0.49% to 8,944.74 points [1] - Major technology stocks mostly rose, with Alibaba up by 0.48%, Tencent Holdings up by 0.98%, and Meituan up by 1.46% [1] - The smart driving concept stocks saw significant gains, with Xiaoma Zhixing rising over 6% [1] - Gold stocks experienced a general increase, with Lingbao Gold rising over 2% [1] - Chip stocks were active, with SMIC rising over 1% [1] Company News - SF Holding (06936.HK) reported a total revenue of 27.173 billion yuan for November, a year-on-year increase of 7.85%, with express logistics revenue growing by 9.88% and business volume increasing by 20.13% [2] - Capital Investment (02324.HK) expects to achieve an unaudited consolidated net profit of approximately 115 million to 140 million HKD for the fiscal year ending September 30, 2025, marking a turnaround from losses due to improved performance in listed equity investments [2] - Tianqi Lithium (09696.HK) announced the completion of the third phase of its chemical-grade lithium concentrate expansion project [3] - Qingdao Port (06198.HK) plans to purchase two assets from the cruise port development for the Qingdao Shipping Financial Center [4] - CanSino Biologics (06185.HK) has initiated Phase I clinical trials for the DTCP–HIb–MCV4 combined vaccine [5] - China National Nuclear Corporation's subsidiary, CNNC Haidewei, received clinical approval for BNCT boron drugs [6] Investment Insights - CITIC Securities noted that after a period of single-sided growth in September, the Hong Kong stock market has experienced fluctuations since October, with quality assets entering a high-value zone [14] - Changjiang Securities highlighted that the approval of the first batch of L3-level vehicles marks a new stage for smart connected vehicles in mass production, suggesting investment opportunities in smart driving algorithm providers and related hardware suppliers [14][15]

就A 股市场而言，市场在经历连续两年的上涨后，估值层面的推动空间已经不大，指数向上的机会将更多来自于业绩，"反内卷"政策效果的延续及上半年的 盈利低基数或带来盈利增速的保持，从而对行情的发展带来推动，而涉及科技、政策等领域的潜在催化，或将推动行情出现阶段性表现。可关注科技成长及 高股息占优的"哑铃"策略：1）关注中美大博弈背景下国内扶持政策有望持续出台的自主可控、芯片、高端制造相关概念。2）关注具有自身独立景气度的部 分互联网科技公司。3）继续关注高股息低波动策略，包括通信、公用事业、银行等行业。高股息策略仍然可以作为稳定收益的底仓。 主力净流入行业板块前五：新能源汽车，汽车零部件，军工，有色金属，医药； 主力净流入概念板块前五：国企改革，央企改革，一带一路，储能，自贸 区； 主力净流入个股前十：中国中免、新易盛、永辉超市、航天发展、美年健康、华友钴业、阳光电源、北方稀土、亨通光电、航天电子 展望未来，坚定看好面板行业竞争格局良性化下的中长期逻辑，同时未来LCD行业利润释放的逻辑预计将从主要依赖涨价驱动逐步转向更多的产业价值创造 升级，主要体现在：大尺寸化推动供需平衡中枢持续上行，成本端持续国产化降本，折旧迎 ...

百万用户都在看 "黑天鹅"突袭！刚刚，全线大跌！ 1.9万股民狂欢！中一签，暴赚30万元！知名大佬浮盈百亿！沐曦股份，暴涨568%！ 20%涨停！AI，传来重磅消息！ A股，重要调整！ A股突发！芯片大牛股，终止重组！ 12月19日，据中央纪委国家监委驻教育部纪检监察组、河南省纪委监委消息：中央戏剧学院党委副书记、院长 郝戎涉嫌严重违纪违法，主动投案，目前正接受中央纪委国家监委驻教育部纪检监察组纪律审查和河南省许昌 市监委监察调查。 来源：中央纪委国家监委网站 责编：王璐璐 校对：王蔚 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 F 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , ...

Group 1 - The core viewpoint emphasizes the need to confront and not deny Japan's historical colonial atrocities, particularly in Taiwan, and to prevent the resurgence of militarism [1][2][3] - The representative highlights that despite the end of colonial occupation, the shadows of colonialism persist, manifesting as hegemony, unilateralism, and power politics, necessitating a collective international effort to eradicate colonialist thinking across various sectors [2] - Historical context is provided, detailing Japan's brutal colonial rule in Taiwan, where over 650,000 Taiwanese lost their lives, around 200,000 were conscripted, and thousands of women were forced into sexual slavery, marking a dark chapter in Taiwan's history [2] Group 2 - The representative calls for a firm defense of the victories of the Chinese people in the Anti-Japanese War and the global anti-fascist war, asserting the importance of upholding the post-war international order and opposing any attempts to challenge it [3] - Japan, as a defeated nation in World War II, is urged to reflect deeply on its historical responsibilities and to adhere to its political commitments regarding Taiwan, while ceasing provocative actions and retracting erroneous statements [3]

格隆汇12月18日丨中国能建(601868.SH)在投资者互动平台表示，截至目前，公司未参股芯片相关公 司。 ...

责编：刘珺宇 校对：许欣 百万用户都在看 "黑天鹅"突袭！刚刚，全线大跌！ 1.9万股民狂欢！中一签，暴赚30万元！知名大佬浮盈百亿！沐曦股份，暴涨568%！ 20%涨停！AI，传来重磅消息！ A股，重要调整！ A股突发！芯片大牛股，终止重组！ 据烟台市人民政府新闻办公室，在莱州市三山岛北部海域新发现国内唯一、亚洲最大的海底巨型金矿， 全市累计探明金资源储量3900余吨，约占全国的26%，金矿资源储量和产量均居全国首位。 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 来源：烟台发布 看券商中国 知天下财经 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , F ...

百万用户都在看 "黑天鹅"突袭！刚刚，全线大跌！ 1.9万股民狂欢！中一签，暴赚30万元！知名大佬浮盈百亿！沐曦股份，暴涨568%！ 20%涨停！AI，传来重磅消息！ A股，重要调整！ A股突发！芯片大牛股，终止重组！ 据央视新闻消息，四匹骏马齐亮相，骐骥驰骋踏新程！12月18日，中央广播电视总台《2026年春节联欢 晚会》发布吉祥物形象。"骐骐""骥骥""驰驰""骋骋"四匹骏马，活泼可爱、意气风发，与晚会主题"骐骥 驰骋 势不可挡"一脉相承、相得益彰。吉祥物的设计灵感来源于中国不同时期马的经典形象，并将流云 纹、山云纹等千年纹样"穿"上身，充盈着生生不息的历史美感和万象更新的时代气象，饱含马到成功、前 程似锦的美好寓意。 "骐骐"的设计灵感源自西周盠驹尊，配色取自"骐"字本意——青黑色的马，气质庄重而典雅。"骐骐"头 戴当卢，高束发髻、彬彬有礼，尽显朝气蓬勃、心怀远志的昂扬奋进之姿。 "骥骥"的设计灵感源自汉代天马。它的身姿参考国宝级文物铜奔马，翅膀借鉴错金银镶松石狩猎纹铜伞铤 上的飞马造型。"骥骥"双翼舒展、腾云逐日的英姿，彰显奋发向上的精气神。 "驰驰"的设计灵感源自唐代三花马。三花马因马鬃被修剪成三瓣 ...

Group 1 - The core expectation is that the Federal Reserve will lower interest rates twice in 2026, driven by rising unemployment rates and economic slowdown [1][7] - The U.S. unemployment rate unexpectedly rose to 4.6% in November, the highest since September 2021, which is likely to influence the Fed's decision on rate cuts [1][6] - Following the release of the non-farm employment data, traders are betting on a reduction of the benchmark interest rate to between 3% and 3.25% [1][6] Group 2 - The acceleration of rate cuts by the Federal Reserve is primarily in response to a cooling job market, with revisions showing a decline in non-farm payrolls [7] - Economic indicators, such as retail sales remaining flat in October, suggest a slowdown in U.S. economic growth, raising concerns among economists [7] - The Fed's actions may set a precedent for other central banks globally, potentially leading to a broader trend of rate cuts [7] Group 3 - The Bank of Japan is expected to raise its benchmark interest rate to 0.75%, the highest in 30 years, reflecting confidence in achieving stable inflation targets [8][9] - The anticipated rate hike by the Bank of Japan could strengthen the yen, but market reactions will depend on the forward guidance provided by the central bank [8][9] - The potential for further rate increases exists, as current rates remain low compared to other major economies, despite inflation being stable [9] Group 4 - The Chinese central bank is likely to adopt a flexible monetary policy, including potential rate cuts, to support the capital market amid global monetary easing [7][10] - The Chinese government is focusing on boosting traditional industries while also supporting technological innovation sectors, which could create new investment opportunities [10] - The ongoing bull market in A-shares is expected to last for several years, driven by sectors such as technology, new energy, and consumer goods [9][10]