1月9日，A股三大指数开盘涨跌不一。沪指盘中突破4100点整数关口。 盘面上，算力硬件产业链调整，CPO、存储器方向领跌；半导体、锂矿、脑机接口题材跌幅靠前。房地 产、油气板块涨幅靠前，商业航天题材仍局部活跃。 多元金融板块盘初冲高，越秀资本涨停，九鼎投资、华金资本、海南华铁、中油资本、拉卡拉跟涨。 港股方面，恒生指数和恒生科技指数均飘红。科网股多数上涨，阿里巴巴、哔哩哔哩涨近5%，快手涨 超2%。新股MINIMAX-WP在港交所上市，开盘大涨逾40%。 弘讯科技8日晚间公告称，公司关注到市场将公司归类为"核聚变概念股"，公司经核实后说明如下：公 司目前主营自动化、数字化和新能源三大业务板块，公司意大利子公司EEI仅为核聚变装置提供部件， 非全套装置，且该业务收入占公司主营业务收入比例较小，对公司短期业绩影响有限。 人形机器人概念拉升 人形机器人概念盘中快速拉升，自2025年12月17日算起，锋龙股份（002931）已收获11连板，1月9日， 约有70万手买单封死涨停板。 公司1月8日公告，公司股票自2025年12月25日至2026年1月8日已连续9个交易日涨停，显著偏离大盘指 数，短期波动幅度较大，已明显偏 ...

人民财讯1月8日电，弘讯科技（603015）1月8日公告，公司股票于2026年1月7日、1月8日连续两个交易 日内收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情形。公司关注到市场将公司归类 为"核聚变概念股"，公司经核实后说明如下：公司目前主营自动化、数字化和新能源三大业务板块，公 司意大利子公司EEI仅为核聚变装置提供部件，非全套装置，且该业务收入占公司主营业务收入比例较 小，对公司短期业绩影响有限。 ...

弘讯科技股票交易异常波动公告，公司关注到市场将公司归类为"核聚变概念股"，公司经核实后说明如 下：公司目前主营自动化、数字化和新能源三大业务板块，公司意大利子公司EEI仅为核聚变装置提供 部件，非全套装置，且该业务收入占公司主营业务收入比例较小，对公司短期业绩影响有限。 ...

弘讯科技公告称，公司股票于2026年1月7日、1月8日连续两个交易日内收盘价格涨幅偏离值累计超 20%，属异常波动。经自查，公司内外部经营环境未变，无应披露未披露重大信息。市场将其归为"核 聚变概念股"，其意大利子公司仅提供部件，业务收入占比小，对短期业绩影响有限。2025年1 - 9月， 公司营收60,880.41万元，同比降5.65%；净利润3,204.91万元，同比降35.18%。提醒投资者注意风险。 ...

【行业动态】2025 年 A 股新开户 2744 万户，同比增长 10% 【行业动态】中国连锁经营协会：我国超市现场制售食品市场规模突破 1000 亿元 晨会纪要（R3） 晨会纪要 2026 年 01 月 08 日 | 市场数据 | | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌% | | 上证指数 | 4085.77 | 0.05 | | 深证成指 | 14030.56 | 0.06 | | 创业板指 | 3329.69 | 0.31 | | 科创 50 | 1443.39 | 0.99 | | 北证 50 | 1496.28 | 0.22 | | 沪深 300 | 4776.67 | -0.29 | 上证指数-沪深 300 走势图 -5% 5% 15% 25% 35% 2025-01 2025-04 2025-07 2025-10 上证指数 沪深300 | 黄红卫 | 分析师 | | --- | --- | | 执业证书编号:S0530519010001 | | | huanghongwei@hnchasing.com | | | 周舒鹏 | 研究助理 | | zhous ...

Group 1 - The core point of the article is the successful listing of domestic GPU giant Muxi Co., which saw its stock price surge over 568% to 700 CNY after an initial offering price of 104.66 CNY per share [3][4]. - Muxi Co. is noted as a rare full-stack GPU manufacturer in China, indicating its unique position in the market [3]. - The company has maintained rapid revenue growth in recent years, which is a significant factor contributing to its strong market performance [3]. Group 2 - The A-share market opened with mixed results, with the Shanghai Composite Index down 0.06%, while the Shenzhen Component Index and the ChiNext Index saw slight increases of 0.10% and 0.03%, respectively [5]. - In the Hong Kong market, the Hang Seng Index opened up 0.03%, and the Hang Seng Tech Index rose by 0.09%, with notable stocks like Zijin Mining and Geely Automobile performing well [6][7]. - The market trends indicate a weakness in sectors such as smart driving and nuclear fusion, while lithium mining and pork-related stocks showed strength [5].

↑点击上面图片 加雪球核心交流群 ↑ 市场早盘探底回升 ， 创业板指盘中涨超1% ， 此前一度跌近1% 。 截至收盘 ， 沪指跌0.04% ， 深成指涨0.57% ， 创业板指涨0.6% 。 沪深两市半日成交额1.24万亿 ， 较上个交易日放量800亿 。 个股涨多跌少 ， 全市场超3200只个股上涨 。 板块方面 ， 电网设备 、 贵金属 、 商业航天等板块涨幅居前 ， 零售 、 海南 、 港口航运等板块跌幅居前 。 商业航天概念延续强势 ， 再升科技等十余股涨停 。算力硬件概念表现活跃 ， 联特科技20cm涨停 。电网设备概念快速拉升 ， 中国西电 、 中能 电气等多股涨停 。下跌方面 ， 零售概念集体下挫 ， 中央商场跌停。 01 摩尔线程大跌10% 12月12日早盘，有"国产GPU第一股"之称的 摩尔线程 股价出现显著回调，盘中跌幅一度超过15%，截至午间收盘，跌近11%，较前一交易日941 元的收盘价大幅回落。最新股价838元，市值3938亿元。 | A股 | 港股 | 美股 全球 | | 外汇 某金 | | --- | --- | --- | --- | --- | | 沪深 | 北证 | 板块 ...

Core Viewpoint - The article highlights the strong performance of nuclear fusion concept stocks and the virtual power plant sector, indicating a positive market sentiment towards these industries [2][5][9]. Market Overview - On December 12, the A-share market experienced fluctuations, with three major indices showing mixed results. Over 3,600 stocks rose [3]. - The Shanghai Composite Index closed at 3,863.16, down 10.15 points (-0.26%), while the Shenzhen Component Index rose by 14.91 points (+0.11%) [4]. Sector Performance - The nuclear fusion concept stocks showed significant strength, with notable gains in virtual power plants, commercial aerospace, and precious metals sectors. Conversely, the lithium battery electrolyte sector saw a marked decline [5][6]. - The nuclear fusion index increased by 3.51%, while the virtual power plant index rose by 2.23% [6]. Notable Stocks - Key stocks in the nuclear fusion sector included: - Tianli Composite: 57.53 CNY, up 22.93% [11] - Xue Ren Group: 18.16 CNY, up 9.99% [11] - Guoji Heavy Equipment: 5.18 CNY, up 9.98% [11] - In the virtual power plant sector, Zhongneng Electric surged by 20.04% to 10.78 CNY [19]. Future Outlook - The International Energy Agency predicts that the global nuclear fusion market could approach 500 billion USD by 2030, indicating substantial growth potential in this sector [17].

大家好！一起来关注上午的市场行情和最新资讯～ 【导读】A股超4200只个股下跌，创业板指逆市飘红；房地产、大消费走低，中兴通讯突发暴跌 12月11日上午，A股市场震荡走低。截至午间收盘，上证指数跌0.46%，深证成指跌0.18%，创业板指逆市飘红，涨0.3%。 | 全市场半日成交额为1.16万亿元，与上日同期基本持平；全市场超4200只个股下跌。 | | --- | | 盘面上，电力设备、国防军工等板块飘红，超导、CRO、特高压、风力发电等概念股活跃；房地产、零售等板块整体走弱。 | | 港股市场高开低走，截至午间收盘，恒生指数涨0.09%，恒生科技指数跌0.65%，恒生国企指数跌0.13%。阿里健康跌超3%，领跌恒生科技指数成份股。 | 来看详情—— 超导、核聚变概念股活跃 另外，近期航天晨光在投资者互动平台表示，包含核聚变业务在内的特种装备产业是公司主营业务板块之一，目前公司已参与ITER计划、紧凑型聚变能 实验装置（BEST）等一批国内外核聚变重点项目。 摩尔线程午前拉升 总市值站上4000亿元大关 12月11日上午，摩尔线程再度成为市场焦点，盘中股价最高涨至878.78元/股，涨幅达19.56%。 截 ...

1. Report Industry Investment Rating - No relevant content provided. 2. Core Viewpoints of the Report - On November 12, the current - month contracts of the four major stock index futures showed mixed trends. IF fell 0.03%, IH rose 0.38%, IC fell 0.37%, and IM fell 0.38% [1]. - On the trading day, the total trading volume of stock index futures rebounded, indicating that investors' trading enthusiasm has increased. The total trading volume and total open interest of IF, IH, IC, and IM all increased [1][2]. - The trend strength of IF and IH is 1, and the trend strength of IC and IM is also 1 [6]. 3. Summary by Relevant Catalogs 3.1 Stock Index Futures Data - **Prices and Fluctuations**: The closing prices of CSI 300, SSE 50, CSI 500, and CSI 1000 were 4645.91, 3044.3, 7243.25, and 7486.38 respectively, with fluctuations of - 0.13%, + 0.32%, - 0.66%, and - 0.72%. The prices of their corresponding futures contracts also showed different fluctuations [1]. - **Trading Volume and Open Interest**: The total trading volume of IF, IH, IC, and IM increased by 10290 lots, 3933 lots, 33145 lots, and 57813 lots respectively. The total open interest of IF, IH, IC, and IM increased by 10237 lots, 2738 lots, 21807 lots, and 22747 lots respectively [1][2]. - **Basis**: The basis of each futures contract is different. For example, the basis of IF2511 is - 0.91, and the basis of IH2511 is 2.5 [1]. 3.2 Top 20 Member Open Interest Changes - The open interest of long and short positions of each futures contract has different changes. For example, the long - position net change of IF2511 is 1564, and the short - position net change is 8653 [5]. 3.3 Market News - Technology stocks declined again, the Dow Jones Industrial Average rose for four consecutive days to a new high, AMD rose 9%, gold rose for four consecutive days, and crude oil tumbled. The U.S. dollar fell 0.3% from its daily high, Bitcoin had a reverse trend, gold rose 1.7% intraday, and U.S. oil tumbled more than 4.2% [7]. - Vice - Premier He Lifeng met with relevant American representatives, emphasizing the broad cooperation space in Sino - US economic and trade fields [7]. - The Shanghai Stock Exchange International Investors Conference was officially opened. Relevant leaders of the CSRC and the Shanghai Stock Exchange made statements on deepening reforms and optimizing systems [7][8]. - The A - share market fluctuated throughout the day. The Shanghai Composite Index fell 0.07% to 4000.14 points, the Shenzhen Component Index fell 0.36%, and the ChiNext Index fell 0.39%. The trading volume of A - shares was 1.96 trillion yuan, lower than the previous day's 2.01 trillion yuan [8].