1月8日，A股市场光刻机板块表现强势，其中，彤程新材、普利特涨停，沃格光电、华特气体涨超 6%，航天智造涨超5%，常青科技、国风新材、安泰科技、聚石化学涨超4%，南大光电涨超3%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 603650 | 彤程新材 | + | 10.01 | 350亿 | 28.52 | | 002324 | 普利特 | + | 10.00 | 261亿 | 46.47 | | 603773 | 沃格光电 | 事 | 6.33 | 82.99 Z | 4.41 | | 688268 | 华特气体 | 1 | 6.03 | 84.79亿 | 22.81 | | 300446 | 航天智造 | 兼 | 5.26 | 237亿 | 10.50 | | 603125 | 常青科技 | + | 4.80 | 79.51亿 | 16.35 | | 000859 | 国风新材 | 1 | 4.26 | 116亿 | 28.16 | | 000969 | 安泰科技 | 资 | 4.05 | 2 ...

【1月7日A股光刻机概念股集体大涨，受隔夜美股阿斯麦创新高刺激】1月7日，A股市场上光刻机概念 股集体大幅上涨。高盟新材逼近20CM涨停，芯源微涨近18%，佳先股份涨超15%。 安集科技涨超 12%，南大光电涨超11%，鼎龙股份涨超10%。普利特、彤程新材、国风新材、常青科技10CM涨停。 珂玛科技涨超9%，锦华新材涨超8%，晶瑞电材等多股涨超6%。消息显示，隔夜美股市场光刻机龙头阿 斯麦再创历史新高。 本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 ...

截至1月7日收盘，光刻机概念上涨3.30%，位居概念板块涨幅第3，板块内，42股上涨，中瓷电子涨 停，先锋精科、珂玛科技、久日新材等涨幅居前，分别上涨13.83%、9.55%、9.09%。跌幅居前的有南 京化纤、沃格光电、美埃科技等，分别下跌2.93%、1.86%、1.62%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 光刻胶 | 6.05 | DRG/DIP | -2.23 | | 存储芯片 | 3.30 | 互联网保险 | -2.00 | | 光刻机 | 3.30 | 脑机接口 | -1.59 | | 中芯国际概念 | 3.00 | 兵装重组概念 | -1.46 | | 国家大基金持股 | 2.84 | 无人零售 | -1.45 | | 先进封装 | 2.54 | 血氧仪 | -1.44 | | 可控核聚变 | 2.53 | 移动支付 | -1.34 | | 稀土永磁 | 2.26 | 可燃冰 | -1.32 | | 金属钴 | 2.25 | 芬太尼 | -1.28 | | 第三代半导体 | 2.1 ...

星石投资表示，当前资金对利好信息较为敏感，较为宽松的流动性预期、较为清晰的产业发展空间以及 人民币升值趋势等利好信息正在推动春季行情展开。短期看，交投情绪上行有望持续，赚钱效应或将带 动场外资金入市，流动性依旧是驱动短期市场的重要因素。目前国证A指ERP指数仍处于中等水平，距 离历次牛市顶点还有较明显距离，在广谱利率下行的背景下，权益类资产仍有较高的中期投资性价比， 预计增量资金入市或推动股市估值抬升，各类资产均有机会。而且，随着春季行情展开，考虑到1月末 为全A年报预告有条件强制披露截止日，资金可能会围绕业绩预期博弈，业绩端的影响可能会增加。中 期视角看，本轮企业盈利底大概率已经在2025年显现，企业盈利线索有望逐步清晰，股市或将逐渐转向 业绩驱动，A股市场也将跟随演绎震荡慢牛行情。 （文章来源：证券时报网） 盘面上看，石油、券商、银行、酿酒等板块疲弱，煤炭、半导体、旅游餐饮、保险、有色等板块强势拉 升，光刻机、存储芯片、稀土概念等活跃。 7日早盘，沪指盘中震荡上扬，逼近4100点；科创50指数涨超1%，全A超2500股飘红。 截至午间收盘，沪指涨0.29%报4095.54点，深证成指涨0.35%，创业板指 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300200 | 高豐新材 | | 19.79 | 62.62亿 | 24.08 | | 688037 | 芯源微 | 1 | 17.91 | 378亿 | 26.23 | | 920489 | 佳先股份 | 3 | 15.23 | 26.02亿 | 5.94 | | 688019 | 安集科技 | 委 | 12.66 | 445亿 | 21.09 | | 300346 | 南大光电 | 每 | 11.61 | 355亿 | 19.65 | | 300054 | 鼎龙股份 | ને | 10.33 | 421亿 | 18.22 | | 002324 | 普利特 | 2 | 10.03 | 237亿 | 33.15 | | 603650 | 彤程新材 | 1 | 10.00 | 318亿 | 16.83 | | 000859 | 国风新材 | 2 | 9.99 | 111亿 | 22.92 | | 603125 | 常青科技 | | 9.98 | 75.87 ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇1月7日｜A股市场光刻机概念股集体大涨，其中，高盟新材逼近20CM涨停，芯源微涨近18%， 佳先股份涨超15%，安集科技涨超12%，南大光电涨超11%，鼎龙股份涨超10%，普利特（维权）、彤 程新材、国风新材、常青科技10CM涨停，珂玛科技涨超9%，锦华新材涨超8%，晶瑞电材、北方华 创、国林科技、雅克科技、恒坤新材涨超6%。消息面上，隔夜美股市场光刻机龙头阿斯麦再创历史新 高。 | 代码 | | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300200 | 高豐新材 | | 19.79 | 62.62 7 | 24.08 | | 688037 | 芯源微 | + | 17.91 | 378亿 | 26.23 | | 920489 | 佳先股份 | 1 | 15.23 | 26.02 乙 | 5.94 | | 688019 | 安集科技 | 师 | 12.66 | 445亿 | 21.09 | | 300346 | 南大光电 | 1 | 11.61 | 355亿 | 19.65 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300200 | 高盟新材 | | 19.79 | 62.62亿 | 24.08 | | 688037 | 芯源微 | 1 | 17.91 | 378亿 | 26.23 | | 920489 | 佳先股份 | 1 | 15.23 | 26.02亿 | 5.94 | | 688019 | 安集科技 | 兼 | 12.66 | 445 Z | 21.09 | | 300346 | 南大光电 | 1 | 11.61 | 355亿 | 19.65 | | 300054 | 鼎龙股份 | 1 | 10.33 | 421亿 | 18.22 | | 002324 | 普利特 | 1 | 10.03 | 237亿 | 33.15 | | 603650 | 彤程新材 | 1 | 10.00 | 318亿 | 16.83 | | 000859 | 国风新材 | 1 | 9.99 | 111亿 | 22.92 | | 603125 | 常青科技 | | 9.98 | 75.87 ...

来源：新浪证券-红岸工作室 1月5日，美埃科技涨8.35%，成交额3.06亿元，换手率3.68%，总市值84.72亿元。 异动分析 2、据招股说明书：公司长期为中芯国际供应 FFU、高效/超高效过滤器、化学过滤器等产品，用于保障 中芯国际系的历代产品线（包括中芯国际最先进的 14nm和 28nm 制程）对空气洁净度的要求。 3、2023年10月24日互动易回复：公司的空气净化设备可高效去除PM2.5及细菌微生物、高效分解甲 醛、VOCs等有机、有害气体。 4、美埃(中国)环境科技股份有限公司主营业务系空气净化产品、大气环境治理产品的研发、生产及销 售。公司主要产品是风机过滤单元、过滤器产品、空气净化设备。2021年底，公司获国家级专精特 新"小巨人"称号，成为国内电子半导体洁净室设备龙头企业。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入2040.60万，占比0.07%，行业排名1/28，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-8350.40万，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入2040 ...

Report Summary 1. Report Industry Investment Rating - No information provided on the industry investment rating [2][3][4][5] 2. Core Viewpoints - On December 26, the market showed a volatile trend with increased trading volume. The Shanghai Composite Index recorded an eight - consecutive - day gain despite two intraday dips. The short - term sentiment deviated from the rise - fall ratio, with nearly 3,400 stocks falling but nearly 100 stocks hitting the daily limit. The electrolyte, lithium ore, and industrial metal concepts led the gains, while the lithography machine, optical chip, and OCS concepts led the losses [5] 3. Summary by Relevant Catalogs 3.1 Market Review - **Index Performance**: The closing prices of the Shanghai 50, CSI 300, and CSI 1000 were 3045.4036, 4604.27, and 4736.66 respectively. The turnovers were 34.10 billion yuan, 175.40 billion yuan, and the trading volumes were 0.41 billion and 266.26 billion respectively. The price - to - earnings ratios were not provided in a straightforward way, but the relevant data shows the market performance of these indices [3] - **Options Trading**: For the Shanghai 50 index options, the trading volume of call options was 3.54 million contracts, put options was 2.47 million contracts, and the open interest was 5.10 million contracts. For the CSI 300 index options, the trading volume of call options was 13.58 million contracts, put options was 9.03 million contracts, and the open interest was 16.10 million contracts. For the CSI 1000 index options, the trading volume of call options was 32.12 million contracts, put options was 19.53 million contracts, and the open interest was 27.04 million contracts. The PCR (put - call ratio) for each index was also provided, with values of 0.68, 0.71, and 0.98 respectively [3] 3.2 Volatility Analysis - **Historical Volatility and Volatility Cone**: The historical volatility and volatility cones of the Shanghai 50, CSI 300, and CSI 1000 were presented, including the minimum, maximum, 10%, 30%, 60%, 90% percentile values, and the current values. The historical volatility was analyzed for different time periods such as 5 - day, 20 - day, 40 - day, 60 - day, and 120 - day [3][4] - **Volatility Smile Curve**: The volatility smile curves of the Shanghai 50, CSI 300, and CSI 1000 for the next - month at - the - money implied volatility were also shown, with different strike prices and corresponding implied volatility values [3][4]

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints of the Report - On December 26, the broader market showed a volatile trend with increased trading volume. The Shanghai Composite Index recorded an eight - consecutive - day gain after two intraday dips were recovered. The commercial space concept attracted capital inflows in the afternoon, while other sectors faced significant long - short divergence. The short - term sentiment deviated from the gain - loss ratio, with nearly 3,400 stocks falling but nearly 100 stocks hitting the daily limit. The electrolyte, lithium ore, and industrial metal concepts led the gains, while the lithography machine, optical chip, and OCS concepts led the losses [5] 3. Summary by Relevant Catalogs 3.1 Market Review - Index Performance - The closing price of the Shanghai 50 Index was 3,045.4036 with a turnover of 34.1 billion yuan, a trading volume of 0.41 billion, and a daily change of 0.32%. The closing price of the CSI 300 Index was 4,604.27 with a turnover of 175.4 billion yuan, a trading volume of 0.35 billion, and a daily change of 266.26. The closing price of the CSI 1000 Index was 4,736.66, and its specific turnover and trading volume were not clearly stated [3] 3.2 CFFEX Stock Index Options Trading Situation - For the Shanghai 50 Index options, the trading volume of call options was 3.54 million contracts, and that of put options was 2.47 million contracts. The open interest of call options was 5.10 million contracts, and that of put options was 3.03 million contracts. The trading volume PCR was 0.68, and the open interest PCR was 1.07. For the CSI 300 Index options, the trading volume of call options was 13.58 million contracts, and that of put options was 9.03 million contracts. The open interest of call options was 4.55 million contracts, and that of put options was 0.50 million contracts. The trading volume PCR was 0.71, and the open interest PCR was 9.42. For the CSI 1000 Index options, the trading volume of call options was 32.12 million contracts, and that of put options was 19.53 million contracts. The open interest of call options was 27.04 million contracts, and that of put options was 12.58 million contracts. The trading volume PCR was 0.64, and the open interest PCR was 0.98 [3] 3.3 Volatility Analysis - **Shanghai 50 Volatility Analysis**: The historical volatility chart and volatility cone of the Shanghai 50 Index were presented, including data such as the 5 - day, 20 - day, 40 - day, 60 - day, and 120 - day historical volatilities, as well as the minimum, 10%, 30%, 60%, 90%, and maximum values. The volatility smile curve and the next - month at - the - money implied volatility were also shown [3][4] - **CSI 300 Volatility Analysis**: Similar to the Shanghai 50 Index, the historical volatility chart, volatility cone, volatility smile curve, and the next - month at - the - money implied volatility of the CSI 300 Index were provided [4] - **CSI 1000 Volatility Analysis**: The report included the historical volatility chart, volatility cone, volatility smile curve, and the next - month at - the - money implied volatility of the CSI 1000 Index [4]