09:22 港股开盘丨恒生指数高开0.09% 恒生指数高开0.09%，恒生科技指数涨0.33%。快手涨近6%，阿里巴巴、中芯国际涨幅靠前；理想汽 车、小鹏汽车、携程集团跌幅靠前。 | HSTECH | 恒生科技 | min | 5755.28c | 18.84 | 0.33% | | --- | --- | --- | --- | --- | --- | | HSI | 1 2011 11/2011 恒生指数 | - M | 26361.44c | 22.97 | 0.09% | 09:25 A股开盘丨四大指数集体高开 沪指高开0.46%，深成指高开0.80%，创业板指高开0.84%，科创综指高开0.93%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Vym | 3986.97 | 18.13 | 0.46% | | 399001 | 深证成指 | U m | 13633.63 | 108.61 | 0.80% | | 399006 | 创业板指 | 25 m | 3229 ...

策 略 研 究 太 平 2025 年 12 月 30 日 投资策略 策略日报（2025.12.30）：接力 相关研究报告 洋 证 券 股 份 有 限 公 司 证 券 研 究 报 告 势>>--2025-12-29 响起>>--2025-12-26 <<策略日报（2025.12.25）：圣诞甜 点>>--2025-12-25 幕>>--2025-12-24 年行情>>--2025-12-23 角>>--2025-12-22 电话： E-MAIL：zhangdd@tpyzq.com 分析师登记编号：S1190522040001 证券分析师：徐梓铭 电话： E-MAIL：xuzm@tpyzq.com 分析师登记编号：S1190525050001 大类资产跟踪 << 策 略 日 报 （ 2025.12.29 ） ： 蓄 <<策略日报（2025.12.26）：当音乐 债市：利率债长端小幅上涨，整体弱势不改。股市和商品市场趋势走 强明显，债市破位下跌的可能性在加大，空单在控制风险的背景下已经可 以重新开始进行配置。我们维持此前的观点：大方向债市下跌未结束，长 期目标位：三十年期国债长期的目标位在去年 9 月份政策转向的低 ...

今日市场低开高走，沪指平收，日k线收出十连阳。市场全天成交2.1万亿，较上个交易日基本持平，两 市下跌个股超3400只。 2、工信部：加快推进国家新型互联网交换中心创新发展 盘面上看，机器人概念股集体爆发，步科股份、三花智控等近20股涨停。液冷服务器概念走高，统一股 份涨停，鼎通科技等涨超10%。AI智能体概念表现活跃，酷特智能、南兴股份等涨停。下跌方面，海南 自贸区概念下挫，钧达股份跌超7%；商业航天概念调整，8连板龙头神剑股份跌停。 光大证券指出，场内资金分歧明显，但考虑到4000点已经近在眼前，多头或将推动沪指继续向4000点震 荡上行，同时，热点轮动的风格大概率将延续。 从个股看，两市上涨1840家，下跌3481家，148家涨幅持平。两市共64股涨停，共20股跌停。 截至收盘，沪指平收报3965.12点，成交8875亿元；深成指涨0.49%报13604.07点，成交12548亿元。创 业板指上涨0.63%，报3242.90点。 资金动向 今日主力资金重点抢筹汽车零部件、广告营销、通用设备等板块，主力净流入居前的个股包括山子高 科、中国卫通、硕贝德等。 要闻回顾 1、中央农村工作会议：加力实施新一轮千亿 ...

盘面上，算力硬件产业链回调，光芯片方向领跌；半导体、海南自贸区概念股走弱。 09:34 碳纤维概念盘初走高，光威复材、吉林碳谷涨超10%，吉林化纤涨停，中复神鹰涨近10%。消息 面上，日本东丽宣布，自2026年1月起将上调TORAYCA品牌的碳纤维及其预浸料、织物、层压板等中 间产品价格，涨幅区间为10%至20%。 | 碳纤维 分时 最新: 2103.446 | | | --- | --- | | 2104 | 1.39% | | 2100 | 1.17% | | 2095 | 0.93% | | 2090 | 0.70% | | 2085 | 0.47% | | 2080 | 0.24% | | 2075 | 0.00% | | 2071 | 0.22% | | 2066 | 0.45% | | 2061 | 0.68% | | 2056 | 0.92% | | 2052 | 1.15% | | 2047 | 1.39% | | 1119 | | | 844 | | | રહ્યું હતું તે જે જે જે તે તે તે તે તે તે તે આ તાલુકામાં આવે છે | | | ...

新华财经北京12月25日电 （胡晨曦）A股三大指数12月25日午后集体翻红，沪指低开高走录得7连阳， 深成指、创业板指探底回升。沪深两市成交额1.92万亿，较上一个交易日放量443亿。盘面上，商业航 天概念延续强势，神剑股份6连板，中国卫星、上海港湾等20余股涨停；机器人概念快速拉升，首开股 份、香山股份、昊志机电等十余股涨停；造纸板块盘中拉升，博汇纸业、宜宾纸业等涨停。下跌方面， 海南自贸区概念股集体下挫，海南瑞泽跌近7%。 截至收盘，沪指报3959.62点，涨幅0.47%，成交7850亿元；深证成指报13531.41点，涨幅0.33%，成交 11395亿元；创业板指报3239.34点，涨幅0.3%，成交5327亿元。 热点板块 盘面上，造纸、白酒、保险、军工装备、商业航天、赛马、PEEK材料等板块和概念股涨幅居前；贵金 属、饮料制造、元件、海南自贸区、黄金、乳业等板块和概念股跌幅居前。 商务部回应TikTok将在美成立合资公司：希望企业达成符合中国法律法规、利益平衡的解决方案 机构观点 巨丰投顾：周四市场震荡上行，从全天市场表现看，商业航天与机器人板块掀起涨停潮。央行强调要继 续实施适度宽松的货币政策，加 ...

Market Overview - On December 23, A-shares experienced fluctuations with the Shanghai Composite Index rising by 0.34%, the Shenzhen Component Index increasing by 0.65%, and the ChiNext Index up by 0.78% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.25 trillion yuan, an increase of 53.3 billion yuan compared to the previous trading day [1] Sector Performance - The lithium battery industry chain saw significant gains, with stocks like Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit [4] - The semiconductor equipment sector continued its strong performance, with Shenghui Integration achieving a historical high [4] - The chemical sector also experienced a surge, with companies like Wanrun Co., Dongcai Technology, and Jitai Co. reaching the daily limit [4] - Conversely, the commercial aerospace sector faced a pullback, with Aerospace Machinery falling to the daily limit, and the film and cinema sector saw multiple stocks decline, including Bona Film Group [4] Lithium Market Insights - The lithium carbonate futures price has been rising, with the lithium mining index showing strong performance; companies like Dazhong Mining and Tianhua New Energy saw increases of nearly 10% and over 8%, respectively [5][6] - The lithium industry is experiencing a recovery in third-quarter earnings, with optimistic market expectations for future lithium prices [7] - Supply-side dynamics indicate a gradual reduction in market inventory, while demand remains robust due to pre-subsidy sales of new energy vehicles and strong performance in energy storage [7] Cybersecurity Sector Activity - On December 23, the A-share cybersecurity sector showed notable activity, with stocks like Jida Zhengyuan and Qiming Star rising over 3% and 2%, respectively [7][10] - This surge followed a significant attack on Kuaishou, which led to a temporary suspension of its live streaming services [11][12] Investment Outlook - Goldman Sachs has a bullish outlook on Chinese stocks, predicting a continuation of the bull market into 2026, driven by a shift from expectation-driven to earnings-driven cycles [13] - The firm anticipates a 14% growth in corporate earnings for next year, with a potential 38% increase in the stock market by the end of 2027 [13]

Market Performance - On December 23, A-shares experienced a volatile rise, with the Shanghai Composite Index increasing by 0.34%, the Shenzhen Component Index by 0.65%, and the ChiNext Index by 0.78% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.25 trillion yuan, an increase of 52.3 billion yuan compared to the previous trading day [1] Sector Highlights - The lithium battery industry chain saw a significant surge, with stocks like Xianglu Tungsten (002842) and Zhangyuan Tungsten (002378) hitting the daily limit [4] - The semiconductor equipment sector continued its strong performance, with Shenghui Integration (603163) achieving a historical high [4] - The chemical sector also experienced a notable rise, with companies such as Wanrun Shares (002643) and Dongcai Technology (601208) reaching the daily limit [4] Lithium Market Insights - The lithium carbonate futures price has been rising, with the lithium mining index showing strong performance. Major stocks like Dazhong Mining (001203) and Tianhua New Energy (300390) saw increases of nearly 10% and over 8%, respectively [6][8] - The China Nonferrous Metals Industry Association reported that lithium companies' Q3 performance improved, and market expectations for future lithium prices are optimistic [8][9] Cybersecurity Sector Activity - On December 23, the A-share cybersecurity sector showed significant movement, with stocks like Jida Zhengyuan (003029) and Qiming Star (002439) rising by over 3% and 2%, respectively [11][15] - The sector's activity was triggered by a large-scale attack on Kuaishou, leading to a temporary drop in its stock price [15] Investment Outlook - Goldman Sachs is bullish on Chinese stocks, predicting a continued upward trend through 2026, driven by a shift from expectation-driven to profit-driven market dynamics [17] - The firm anticipates a 14% growth in corporate earnings next year, with a potential 38% increase in the stock market by the end of 2027 [17]

格隆汇12月23日｜A股开盘，三大指数小幅高开，沪指涨0.04%报3919.11点，深证成指涨0.05%，创业 板指涨0.14%。盘面上，海南自贸区概念涨势延续，海汽集团(603069)、海南发展、海南瑞泽(002596)涨 停；金银价格屡创新高，带动黄金股上涨。 ...

Market Overview - The A-share market opened with three major indices slightly higher, with the Shanghai Composite Index up 0.04% at 3919.11 points, the Shenzhen Component Index up 0.05%, and the ChiNext Index up 0.14% [1] Sector Performance - The Hainan Free Trade Zone concept continues to show strong performance, with companies such as Hainan Airlines Group, Hainan Development Holdings, and Hainan Rui Ze reaching their daily price limits [1] - Gold prices have reached new highs, leading to an increase in gold-related stocks [1]

A股市场今天（12月22日）上午整体走强，上证指数重返3900点整数关口以上。 A股市场热点方面，通信板块、海南自贸区概念板块均掀起涨停潮，成为上午市场两大主线亮点。 沪指重回3900点 A股两大板块掀起涨停潮 A股市场今天（12月22日）上午整体走强，主要指数不同程度上行，其中上证指数重返3900点整数关口 以上。 概念板块方面，海南自贸区概念板块也掀起涨停潮。神农种业"20cm"涨停，康芝药业、安通控股、海 南瑞泽、海南机场、欣龙控股、海南高速、海峡股份等多股盘中涨停。 | 代码 | 名称 | . | 涨幅%1 | 现价 | 涨跌 | 买价 | | --- | --- | --- | --- | --- | --- | --- | | 300189 | 神农种业 | R | 20.03 | 7.13 | 1.19 | 7.13 | | 300086 | 康艺药业 | | 19.96 | 13.22 | 2.20 | 13.22 | | 600759 洲际油气 | | R | 10.15 | 2.93 | 0.27 | 2.92 | | 600179 | 安通控股 | R | 10.10 | 4.47 | ...