Market Overview - The A-share market experienced a general decline today, with the Shanghai Composite Index falling by 1.11% to close at 3824.81 points, the Shenzhen Component Index down by 1.51% at 12914.67 points, and the ChiNext Index decreasing by 2.10% to 3071.76 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 172.42 billion yuan, a decrease of 49.3 billion yuan compared to the previous trading day [1] Industry Performance - Among the Shenwan first-level industries, only the retail, beauty care, and social services sectors saw gains, with increases of 1.32%, 0.66%, and 0.13% respectively [1] - The telecommunications, non-ferrous metals, comprehensive, power equipment, media, and machinery equipment sectors experienced significant declines, with losses of 2.95%, 2.81%, 2.81%, 2.66%, 2.41%, and 2.24% respectively [1] Concept Sector Performance - The leading concept sectors in terms of gains today included stablecoins, cryptocurrencies, duty-free shops, vehicle-road cloud, intelligent driving, intelligent transportation, cross-border payments, selected food processing, vehicle networking, selected air transport, selected animal health, initial economy, financial technology, tax digitalization, and outbound tax refunds [2] - Conversely, sectors such as cross-strait integration, cultivated diamonds, photovoltaic glass, photolithography factories, solar thermal power, and Moore threads experienced pullbacks [2]

2025.12. 15 本文字数：885，阅读时长大约1分钟 作者 | 一财阿驴 12月15日，A股市场全天震荡调整，截至收盘，沪指跌0.55%，深成指跌1.1%，创业板指跌1.77%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | the control control and the control of the control of the controlled | 3867.92c | -21.42 | -0.55% | | 399001 | 深证成指 | Mary | 13112.09c | -146.24 | -1.10% | | 399006 | 创业板指 | WN | 3137.80c | -56.56 | -1.77% | 盘面上，算力硬件产业链下挫，CPO、存储器方向领跌；摩尔线程、超硬材料、半导体、AI穿戴、创新药概念股跌幅居前。大消费走强，零售、食品方 向活跃；保险、军工表现强势。 具体来看，大消费板块逆势爆发，阳光乳业、东百集团、全新好、皇氏集团等十余 ...

Market Overview - The A-share market experienced a general decline today, with the Shanghai Composite Index down by 0.55% closing at 3867.92 points, the Shenzhen Component Index down by 1.10% at 13112.09 points, the ChiNext Index down by 1.77% at 3137.8 points, and the Sci-Tech 50 Index down by 2.22% at 1318.91 points [1] - Overall, there were 2312 stocks that rose and 2965 stocks that fell, with a total market turnover of 17734 billion yuan, a decrease of 3188 billion yuan compared to the previous trading day [1] Industry Performance - Among the Shenwan first-level industries, non-bank financials, retail, agriculture, forestry, animal husbandry, fishery, steel, and building materials showed positive performance with increases of 1.59%, 1.49%, 1.24%, 0.91%, and 0.91% respectively [1] - Conversely, sectors such as electronics, telecommunications, media, machinery, and computers experienced declines, with decreases of 2.42%, 1.89%, 1.63%, 1.36%, and 1.27% respectively [1] Concept Sector Performance - The leading concept sectors today included dairy, selected insurance, chemical fiber selection, three-child policy, large aircraft, fiberglass, SPD, liquor, initial public offering economy, photovoltaic glass, gold and jewelry, cross-strait integration, satellite internet, chemical raw materials selection, and aquaculture [2] - In contrast, sectors such as optical modules (CPO), GPU, optical communication, cultivated diamonds, ASIC chips, optical chips, and Moore threads experienced pullbacks [2]

沪深两市成交额1.77万亿，较上一个交易日缩量3188亿。全市场超2900只个股下跌。 12月15日，A股市场全天震荡调整，截至收盘，沪指跌0.55%，深成指跌1.1%，创业板指跌1.77%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | and the control of the many of the may be | 3867.92c | -21.42 | -0.55% | | 399001 | 深证成指 | No New You | 13112.09c | -146.24 | -1.10% | | 399006 | 创业板指 | Company of Canada Career Station of Children | 3137.80c | -56.56 | -1.77% | 盘面上，算力硬件产业链下挫，CPO、存储器方向领跌；摩尔线程、超硬材料、半导体、AI穿戴、创新药概念股跌幅居前。大消费走 强，零售、食品方向活跃；保险、军工表现强势。 具体来看，大消费板块逆势 ...

| 零售 分时 最新: 2157.181 | | --- | | 2154 | | 2150 | | 2147 | | 2143 | | 2140 | | 2136 | | 2132 | | 2129 | | 2125 | | 2121 | | 2117 | | 2114 | | 2110 | | 2106 里: 521112 J 8994 128994 | | 87071 | | 43535 | | X10 | 盘面上，摩尔线程、CPO、存储器、锂矿、算力、消费电子、半导体概念跌幅靠前。 09:34 零售板块直线拉升，百大集团涨停，茂业商业、东百集团、赫美集团、爱婴室、永辉超市等纷纷走高。 09:30 存储芯片板块多股低开，香农芯创跌超8%，江波龙跌超6%，迈为股份、德明利等跟跌。 | | 761.00 -53.88 -6.61% | | | 警不线程-U① 立即 | | | | --- | --- | --- | --- | --- | --- | --- | | | | | | 688795 交易 | | | | | SSE CNY 9:25:02 交易中 查看L2全景 | | | 疑似减持受限 成 融 ...

Market Overview - The A-share market saw most indices decline today, with the Shanghai Composite Index down by 0.37% closing at 3909.52 points, and the Shenzhen Component Index down by 0.39% at 13277.36 points. The ChiNext Index, however, increased by 0.61% to close at 3209.60 points. Overall, there were 1305 stocks that rose while 4057 stocks fell, with a total trading volume of 19040 billion yuan, a decrease of 1327 billion yuan from the previous trading day [1][10]. Industry Performance - Among the Shenwan first-level industries, the sectors that performed well included comprehensive, communication, and electronics, with increases of 3.45%, 2.23%, and 0.78% respectively. Conversely, industries such as non-ferrous metals, steel, real estate, and coal experienced declines, with decreases of 3.03%, 2.47%, 2.10%, and 1.62% respectively [1][10]. Concept Sector Performance - The concept sectors that saw the highest gains today included copper-clad laminates, optical modules (CPO), cultivated diamonds, circuit boards, high transfer, superhard materials, dairy industry, NVIDIA supply chain, high-speed copper connections, silicon energy sources, initial public offerings, consumer electronics OEM, ice and snow tourism, lithography machines, and Moore Threads [2].

国内市场综述 探底回升 走势分化 新闻精要 1. 习近平同法国总统马克龙举行会谈 2. 商务部：中国政府依法依规开展稀土相关物项出口 管制 3. 市场监管总局：新国标电动自行车拟纳入 2026 年 监督抽查计划 4. 国家生物制造产业创新中心启动试运行 行业方面，30 个中信一级行业有 9 个上涨，其中电子、 国防军工及机械涨幅居前，而商贸零售、消费者服务 及纺织服装则跌幅较大。概念方面，摩尔线程、卫星 互联网及半导体设备选指数表现活跃。 海外市场综述 美股三大指数涨跌不一，脸书涨超 3% 周四（12 月 4 日），美国三大股指收盘涨跌不一，道 指跌 0.07%，标普 500 指数涨 0.11%，纳指涨 0.22%。 3M 公司跌超 2%，联合健康集团跌近 2%，领跌道指。 万得美国科技七巨头指数涨 0.4%，脸书涨超 3%，英伟 达涨逾 2%。中概股涨跌不一，万物新生涨近 9%，大全 新能源跌近 3%。 周四（12 月 4 日）大盘探底回升，走势分化。截至收 盘，上证综指收于 3875.79 点，下跌 0.06%；深成指 收于 13006.72 点，上涨 0.4%；科创 50 上涨 1.36%； 创业板指上 ...

12月4日，A股市场缩量震荡，上证指数小幅下跌，创业板指涨逾1%。摩尔线程、卫星互联网、半导体 设备、人形机器人等概念板块走强，整个A股市场超1400只股票上涨，近40只股票涨停。市场成交额为 1.56万亿元，有所缩量。资金面上，12月4日沪深两市主力资金净流出超210亿元，人形机器人概念股三 花智控主力资金净流入超24亿元。 个股方面，个股表现分化，整个A股市场上涨股票数为1455只，39只股票涨停，3878只股票下跌，26只 股票跌停。市场成交缩量，当日A股市场成交额为1.56万亿元，较前一个交易日减少1219亿元。其中， 沪市成交额为6237.13亿元，深市成交额为9252.47亿元。 分析人士认为，市场大方向或仍处在上行行情中，短期来看，市场可能缺乏强力催化因素，或以震荡蓄 势行情为主。 从盘面上看，摩尔线程、卫星互联网、半导体设备、人形机器人等概念板块走强，乳业、培育钻石、水 产、冰雪旅游等概念板块有所调整，市场继续轮动。申万一级行业中，机械设备、电子、国防军工行业 涨幅居前，分别上涨0.90%、0.78%、0.55%；综合、美容护理、社会服务行业跌幅居前，分别下跌 2.11%、1.89%、1.62 ...

投资策略研究 粤开市场日报-20251204 证券研究报告 | 策略点评 2025 年 12 月 04 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 请务必阅读最后特别声明与免责条款 www.ykzq.com 1 / 6 今日关注 指数涨跌情况：今日 A 股主要指数多数上涨。截止收盘，沪指跌 0.06%，收报 3875.79 点；深证成指涨 0.40%，收报 13006.72 点；科创 50 涨 1.36%，收报 1326.16 点；创业板指涨 1.01%，收报 3067.48 点。总体上，全天个股涨少跌 多，Wind 数据显示，全市场 1454 只个股上涨，3874 只个股下跌，123 只个股 收平。沪深两市今日成交额合计 15490 亿元，较上个交易日缩量 1210 亿元。 行业涨跌情况：今日申万一级行业涨少跌多，机械设备、电子、国防军工、 通信、有色金属等行业涨幅靠前，涨幅分别为 0.90%、0.78%、0.55%、0.50% 和 0.33%，综合、美容护理、社会服务、商贸零售和纺织服饰等行业领跌，跌 幅分别为 2.11%、1. ...

Core Viewpoint - The A-share market showed mixed performance with the Shanghai Composite Index slightly declining by 0.06%, while the Shenzhen Component Index and ChiNext Index increased by 0.4% and 1.01% respectively, indicating sector-specific movements in the market [1] Market Performance - The Shanghai Composite Index closed at 3875.79, down by 2.21 points or 0.06% [2] - The Shenzhen Component Index closed at 13006.72, up by 51.46 points or 0.40% [2] - The ChiNext Index closed at 3067.48, increasing by 30.70 points or 1.01% [2] - Overall market turnover was 156.17 billion, a decrease of 12.19 billion from the previous day [1] Sector Performance - The consumer sector weakened, with retail, catering, liquor, and e-commerce showing significant declines [1] - The aluminum, gold, and rare earth industries also performed poorly [1] - Strong performance was noted in sectors such as Moore Threads, commercial aerospace, robotics, and semiconductor concepts [1] ETF Performance - The technology ETF from Harvest Fund rose by 3.85%, with semiconductor equipment ETFs also showing strong gains [4] - The human-robot sector saw a broad rally, with ETFs like the Invesco Robotics 50 ETF increasing by 3% [4] - The consumer sector ETFs, particularly food and beverage, experienced declines, with the liquor ETF down by 1.58% and the food and beverage ETF down by 1.33% [4]