即将发行的景顺长城信优成长，股票投资比例为基金资产的60%—95%，投资范围覆盖A股、港股等，其中可用不超过50% 的股票仓位投资港股通标的股票。产品设置上，景顺长城信优成长采用与基金业绩表现挂钩的浮动管理费机制，引导基金管理 人和基金经理提升挖掘超额收益的投资能力，并鼓励投资者长期持有。此外，该基金以中证800指数收益率×60%+中证港股通 综合指数（人民币）收益率×20%+中债综合全价（1年以下）指数收益率×20%为业绩比较基准，注重超越基准的表现。 展望2026年，农冰立对权益市场保持乐观，策略上将更注重盈利增长的确定性。他认为，第一季度可能是较好的建仓窗 口。具体关注方向包括算力、半导体、互联网、创新药及消费电子等。对于港股市场，他认为经过深度调整后，不少公司已具 备较好的投资性价比。 （编辑 郭之宸） 本报讯 （记者昌校宇）尽管近期受外部情绪传导、内部结构分化及高估值消化等因素影响，科技板块出现调整，但由AI 驱动的科技革命仍在持续深化。鉴于科技领域细分方向众多、选股难度较高，关注投资能力突出、覆盖多细分领域的"大科 技"型基金经理或是优选。据悉，景顺长城基金旗下的景顺长城信优成长即将发行，拟任基金 ...

Group 1 - The core viewpoint suggests that the recent performance of technology stocks, particularly in the ChiNext index, indicates a potential shift in market dynamics, moving away from precious metals and resource stocks [1][3] - The technology sector's recent surge is characterized as either a rotation or an offensive move, with the CPU sector showing strong performance after a prolonged adjustment period, indicating investor confidence [2][3] - The adjustment in precious metals, particularly gold and silver, is viewed as a first-time correction, with expectations that the cycle of rotation among various resource sectors is not yet over [3] Group 2 - The rise in technology stocks, especially in AI applications, would signify a market offensive, but the current gains are primarily attributed to the CPU sector, which has been consolidating at high levels [2] - The market's rotation is evident as funds shift from declining resource stocks to lower-valued sectors, indicating a broader strategy of capital reallocation [1][2] - The ongoing strength in the CPU sector suggests a complex investment landscape, where long-term expectations are clear, but short-term volatility remains a concern [2]

□本报记者 张韵 崔宸龙，2016年11月至2017年8月任深圳市前海安康投资发展有限公司研究部研究员。2017年8月加入前 海开源基金，现任首席ESG官、投资部负责人、基金经理。截至今年三季度末，其在管基金总规模超过 150亿元。 曾因初管产品仅一年多，便摘得股基、混基双料冠军而被誉为"黑马"基金经理；曾因踩中新能源行情， 管理规模从不到7亿元飙升至最高超400亿元，一跃成为头部基金经理。也曾在随后的调整行情中，因净 值回撤被质疑，基金规模大幅缩水；更由于对新能源板块的重仓，而被贴上赛道型基金经理的标签…… 时过境迁，前海开源基金投资部负责人、基金经理、首席ESG官崔宸龙正在逐渐开启新的征程。 数据显示，截至发稿时，崔宸龙在管产品净值今年以来均涨超15%。多只在管基金的近三年、近五年业 绩位居同类产品前列。 近日，崔宸龙在接受中国证券报记者专访时表示，人生中起起落落在所难免，作为投资者，更重要的是 追求投资能力不断提升，持续拓展能力圈。他一直尝试打破过往赛道型基金经理的桎梏，延伸至全市场 投资。展望未来，他表示，在多个行业基本面向好和市场整体流动性宽松的双重提振下，继续看好权益 市场，2026年会重点关注大 ...

崔宸龙，2016年11月至2017年8月任深圳市前海安康投资发展有限公司研究部研究员。2017年8月加入前 海开源基金，现任首席ESG官、投资部负责人、基金经理。截至今年三季度末，其在管基金总规模超过 150亿元。 曾因初管产品仅一年多，便摘得股基、混基双料冠军而被誉为"黑马"基金经理；曾因踩中新能源行情， 管理规模从不到7亿元飙升至最高超400亿元，一跃成为头部基金经理。也曾在随后的调整行情中，因净 值回撤被质疑，基金规模大幅缩水；更由于对新能源板块的重仓，而被贴上赛道型基金经理的标签…… 时过境迁，前海开源基金投资部负责人、基金经理、首席ESG官崔宸龙正在逐渐开启新的征程。 Wind数据显示，截至发稿时，崔宸龙在管产品净值今年以来均涨超15%。多只在管基金的近三年、近 五年业绩位居同类产品前列。 近日，崔宸龙在接受中国证券报记者专访时表示，人生中起起落落在所难免，作为投资者，更重要的是 追求投资能力不断提升，持续拓展能力圈。他一直尝试打破过往赛道型基金经理的桎梏，延伸至全市场 投资。展望未来，他表示，在多个行业基本面向好和市场整体流动性宽松的双重提振下，继续看好权益 市场，2026年会重点关注大科技和经济 ...

从成交额看，上述120只个股中，中际旭创、新易盛、航天电子、中国卫星、紫金矿业本周成交额居前，分别为830.96亿元、689.32亿元、548.58亿元、 543.34亿元、365.16亿元。 Choice数据显示，本周（12月22日至26日），A股三大指数齐涨，共有120只个股股价创历史新高（不含近一年上市的次新股，按前复权价、涨跌幅复权 算法统计）。按照申万一级行业进行划分，电子、机械设备、有色金属行业创新高的个股较为集中，分别有22只、18只、14只。从上市板块看，主板股票 67只、科创板股票18只、创业板股票33只、北交所股票2只。 从概念板块看，商业航天、大科技、有色金属等概念板块创新高的个股居多。本周商业航天概念股有29只创历史新高，热度持续攀升。 2026年将成为商业航天发展的关键年份，行业有望迎来"戴维斯双击"。方正证券认为，从海外看，马斯克已确认SpaceX将于2026年启动IPO，公司已部署 超9000颗卫星，星舰即将投入使用，进一步在低轨资源抢占、可复用技术成熟度、商业化盈利规模上巩固优势，推动产业持续向上。 从国内看，2026年作为"十五五"规划的第一年，国内卫星招标、制造、发射数量有 ...

12月17日上午，A股三大股指集体大涨，创业板指涨超1%。截至午间收盘，沪指涨0.17%，深证成指涨0.83%，创业板指涨1.21%。 沪深两市半日成交额为1.02万亿元，较上个交易日缩量987亿元。个股跌多涨少，全市场共1578只个股上涨，30只个股涨停，有3724只个股下跌。 从板块看，大科技集体反弹，锂矿、CPO概念股走高，通信设备、化肥农药、旅游酒店板块涨幅居前；而此前上涨幅度较大的海南自贸区、商业航天等概 念板块下挫。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 锂矿 | 锂电电解液 | 盐湖提锂 | 光模块(CPO | 稀有金属 | 化肥农药 | 通信设备 | 基本金属 | 软饮料 | 餐饮旅游 | | 5.45% | 4.43% | 3.34% | 3.21% | 2.62% | 2.48% | 2.48% | 2.02% | 1.94% | 1.77% | | 航空运输 | 工亦等寓 | 光通信 | SPD | 液冷服务器 ...

（原标题：彻底刷屏！刚刚，A股最赚钱新股来了！） 【导读】中一签最高可盈利39.5万元，沐曦股份成为A股全面注册制以来最赚钱新股；上午大科技集体 反弹， 旅游酒店板块持续拉升 中国基金报记者 张舟 12月17日上午，A股三大股指集体大涨，创业板指涨超1%。截至午间收盘，沪指涨0.17%，深证成指涨 0.83%，创业板指涨1.21%。 沪深两市半日成交额为1.02万亿元，较上个交易日缩量987亿元。个股跌多涨少，全市场共1578只个股 上涨，30只个股涨停，有3724只个股下跌。 从板块看，大科技集体反弹，锂矿、CPO概念股走高，通信设备、化肥农药、旅游酒店板块涨幅居前； 而此前上涨幅度较大的海南自贸区、商业航天等概念板块下挫。 港股方面，恒生指数、恒生中国企业指数等上涨，恒生科技、恒生生物科技等指数微跌。个股方面，腾 讯控股、阿里巴巴、美团、中芯国际、携程集团、京东集团、百度集团等纷纷上涨。 消息面上，12月16日，碳酸锂期货主力合约连续第二个交易日站上10万元/吨的大关，此前12月15日碳 酸锂期货主力合约收盘价上破10万元/吨，创下2024年6月份以来新高。 旅游酒店板块拉升高涨 上午，旅游酒店板块持续拉 ...

Core Viewpoint - The article highlights the significant market movements in A-shares, particularly focusing on the impressive debut of Muxi Co., which has become the most profitable new stock since the full registration system was implemented in A-shares, with a potential profit of up to 395,000 yuan per share [5][6]. Market Overview - On December 17, A-shares saw a collective rise, with the Shanghai Composite Index increasing by 0.17%, the Shenzhen Component Index by 0.83%, and the ChiNext Index by 1.21% [1]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.02 trillion yuan, a decrease of 98.7 billion yuan compared to the previous trading day [2]. Sector Performance - The technology sector experienced a strong rebound, with lithium mining and CPO concept stocks leading the market gains. The tourism and hotel sectors also saw significant increases [2][12]. - Lithium mining stocks surged, with companies like Shengxin Lithium Energy, Dazhong Mining, and Jinyuan Co. hitting the daily limit of 10% increase. Other notable performers included Salt Lake Co. and Ganfeng Lithium, which rose by over 7% and 4%, respectively [10][11]. Notable Stocks - Muxi Co. debuted with a staggering opening increase of 568%, reaching a peak profit of nearly 300,000 yuan per share on its first trading day. By midday, its stock price had risen to 824.5 yuan, marking a 687.79% increase [6][8]. - The total market capitalization of Muxi Co. reached 329.88 billion yuan, surpassing that of Moer Thread, making it the top hot stock in A-shares [8]. Tourism and Hospitality Sector - The tourism and hotel sector saw a notable rise, with stocks like Qujiang Cultural Tourism and Nanjing Commercial Travel hitting the daily limit of 10% increase. Other companies in this sector also experienced significant gains [12][14]. - Data from Qunar Travel indicated that hotel bookings for the New Year period have tripled compared to the previous year, with major cities like Guangzhou and Nanning leading in bookings [12]. CPO Sector - The CPO sector experienced substantial growth, with stocks like Zhongji Xuchuang and Xinyi Sheng rising significantly. Zhongji Xuchuang increased by 3.52%, while Xinyi Sheng saw a rise of 6.46% [18][20]. Retail Sector - The retail sector also showed active performance, with stocks such as Li Qun Co. and Baida Group reaching the daily limit of 10% increase. Other companies in this sector also followed suit with notable gains [15][16].

Market Overview - The A-share market experienced a collective decline in the morning session, with the Shanghai Composite Index down by 0.11%, the Shenzhen Component down by 0.71%, and the ChiNext Index down by 1.29% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.18 trillion yuan, a decrease of 529 billion yuan compared to the previous trading day [4] Financial Sector Performance - The financial sector saw a broad increase, with the insurance sector leading the market with a rise of over 4% [4] - Notable individual stock performances included China Ping An rising nearly 5%, China Pacific Insurance up 4%, and New China Life and China Life both increasing by over 2% [8][9] - The recent adjustment by the financial regulatory authority to lower risk factors for insurance companies investing in certain indices has positively impacted the sector [9] Consumer Sector Dynamics - The consumer sector showed significant gains, particularly in food and beverage and commercial retail, with many stocks hitting the daily limit [12] - The Ministry of Commerce and other regulatory bodies announced measures to boost consumption, which contributed to the rally in consumer stocks [13] Alcohol Industry Insights - The liquor sector rebounded, with Kweichow Moutai increasing by 0.49% to a market value of 1.7878 trillion yuan [16][19] - Moutai's recent policy to control supply has led to a rise in wholesale prices for its products [18] Aerospace and Technology Sector - The aerospace sector saw a surge, with stocks like Aerospace Electromechanical and Aerospace Technology rising significantly, with some stocks hitting the daily limit [21][22] - The performance of commercial aerospace stocks remains active, reflecting ongoing interest in the sector [21]

Market Overview - A-shares experienced a significant rally on December 8, with all three major indices rising collectively, the ChiNext Index up over 3%, and the Growth Enterprise Index up over 5% [1] - The Shanghai Composite Index closed at 3927.19 points, up 0.62%, while the Shenzhen Component Index rose by 1.55% and the ChiNext Index increased by 3.02% [1] Trading Volume and Market Sentiment - The trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion yuan, an increase of 297.1 billion yuan compared to the previous trading day [3] - A total of 3549 stocks rose, with 62 hitting the daily limit, while 1692 stocks declined [3] Sector Performance - The technology sector saw substantial gains, particularly in communication equipment, electronic components, computer hardware, and aerospace military industries, with significant increases in stocks related to optical modules (CPO), 6G, storage chips, commercial aerospace, and photolithography machines [3] - Conversely, coal, petrochemical, and energy equipment sectors lagged behind, with notable declines [3] Notable Stock Movements - The CPO concept stocks surged, with Zhongji Xuchuang reaching a new high, up 8.1% to 580.53 yuan per share, with a market cap of 645 billion yuan [6] - Tianfu Communication recorded a 20% limit-up, reaching 238.5 yuan per share, also marking a historical high with a market cap of 185.4 billion yuan [8] - New Yisheng rose by 9.4% to 413 yuan per share, with a market cap of 410.5 billion yuan [7] Commercial Aerospace Sector - The commercial aerospace sector continued to strengthen, with stocks like Tianjian Technology, Aerospace Power, and Aerospace Development hitting the daily limit, while Guanglian Aviation rose over 13% [12] - The recent successful launch of the Zhuque-3 rocket and advancements in reusable rocket technology were highlighted as key developments in this sector [14] Financial Sector Performance - The financial sector, particularly brokerage stocks, saw a strong performance with firms like Industrial Securities and Ruida Futures hitting the daily limit [15] - The China Securities Regulatory Commission indicated plans to enhance the regulatory environment for quality institutions, which may positively impact the financial sector [15] Storage Chip Sector - The storage chip sector showed resilience, with stocks like Chengbang Co. and Demingli hitting the daily limit, and Jiangbolong rising over 10% [17] - Recent reports indicated a significant increase in the prices of storage chips, leading to a "hoarding" phenomenon among traders [17]