每经记者｜闫峰峰 每经编辑｜何建川 各位投资者，大家好。 涨跌停板数据，不仅是反映板块和个股强弱的重要指标，更是体现市场情绪与资金流向的重要参考。那 么，今日的涨停个股有哪些特点呢？哪些涨停股又值得重点关注？欢迎大家关注微信公众号"道达号"， 其"道达涨停复盘"栏目为大家解读。 今日，上证指数收盘下跌0.23%，深证成指上涨0.29%。沪深A股涨跌幅中位数为下跌0.12%。 涨停板方面，今日涨停股最多的板块是大消费板块，其次为海南板块和福建板块，风格上总体有所延 续，福建板块仍是涨停热点所在，而连板数量前4的个股均属于福建板块。 值得注意的是，今日房地产行业有较多涨停股，其中万科更是被主力资金抢筹，主力资金净流入金额为 6.59亿元，位居各涨停股之首。房地产板块的盘中异军突起，带动产业链相关个股涨停，如家用轻工行 业的马可波罗，其主力资金净流入占市值比例达10.179%，比例位居各涨停股之首。 从行业特征来看，今日涨停板个股中，商业百货、房地产开发、专用设备行业的个股最多。 | 行业 | 涨停个数 | 行业逻辑 | 具体个股名称 | | --- | --- | --- | --- | | 商业直货 | 8 | ...

各位投资者，大家好。 涨跌停板数据，不仅是反映板块和个股强弱的重要指标，更是体现市场情绪与资金流向的重要参考。那 么，今日的涨停个股有哪些特点呢？哪些涨停股又值得重点关注？ 今日，上证指数收盘下跌0.37%，深证成指下跌0.39%。沪深A股涨跌幅中位数为下跌0.95%。 涨停板方面，今日涨停股个数减少数量较多，不过涨停风格仍然延续，涨停股数量居前的板块仍是福 建、大消费和航天板块。创出近1年新高的涨停股中，更是有半数属于福建板块。 值得注意的是，今日主力资金净流入金额前两名的个股均属于航天板块，分别为雷科防务和航天机电。 | 行业 | 涨停个数 | 行业逻辑 | 具体个股名称 | | --- | --- | --- | --- | | 商业百货 | 5 | 消费回暖叠加年底促销催 化。政策支持零售业态升 | 东百集团、中央商场、 永辉超市、茂业商业、 | | | | 级转型。 | 美凯龙 | | 电网设备 | 4 | 政策驱动叠加新型电力系 统建设提速。电网投资加 | 柘中股份、泰永长征、 洛凯股份、积成电子 | | | | 码,设备需求持续释放。 | | | 通用设备 | 3 | 政策驱动设备更新+出口订 ...

各位投资者，大家好。 涨跌停板数据，不仅是反映板块和个股强弱的重要指标，更是体现市场情绪与资金流向的重要参考依 据。那么，今日的涨停个股有哪些特点呢？哪些涨停股又值得重点关注？ 今日，上证指数收盘上涨0.54%，深证成指上涨1.39%。沪深A股涨跌幅中位数为上涨0.44%。 涨停板方面，今日涨停风格和上周五基本一致，涨停股数量前3的板块均是福建、航天、大消费板块。 这在近期快速轮动的行情中相对少见。今日有多只光通信板块个股涨停并创出历史新高，包括福晶科 技、东田微、致尚科技。 消息面上，Lumentum股价今年已飙升逾三倍，跻身罗素3000指数表现最佳的30只股票之列。中信证券 指出，光通信（光模块、光器件、光芯片、光纤）仍将成为2026年全球AI算力最具确定性的一环。从 实际调研来看，龙头公司产能加速投产、订单能见度很高。从产业趋势来看，集群规模的提升以及光互 联技术迭代，都将进一步推高AI芯片和光模块的比例。预计2026年掌控物料、产能充足、研发能力强 劲、核心客户稳定的公司，业绩爆发的确定性很强。 一、市场总览及板块特征 沪深两市（不含ST个股）涨停74家，较上一交易日增加1家；跌停2家，与上一个交易日 ...

Market Overview - The three major A-share indices collectively rose slightly today, with the Shanghai Composite Index up by 0.55%, and the Shenzhen Component and ChiNext indices up by 0.19% and 0.29% respectively [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.1071 trillion yuan, a decrease of 210.7 billion yuan compared to the previous trading day [1] - The number of rising stocks was 3,535, while 1,801 stocks declined, with a median increase of 0.61% for individual stocks [1] Technical Analysis - The Shanghai Composite Index showed a bottom divergence resonance on the 5-minute chart, which typically supports a rebound for one to two days [2] - A significant observation is the appearance of a golden cross on the 30-minute MACD for the Shanghai Composite Index, indicating potential upward momentum [4] - Key resistance levels for the index are identified at approximately 3,980, 4,015, and 4,025 points, with 4,015 being crucial for further upward movement [4] Sector Performance - Despite the overall market rise, there was a noticeable defensive style and a high-low rotation phenomenon [7] - Traditional dividend sectors such as oil, coal, steel, shipping, transportation services, and banking led the gains, while AI hardware and internet sectors also showed positive performance [8] - The AI application sector is experiencing mixed signals, with some companies showing strong performance in AI revenue and empowerment, but overall market strength remains insufficient [10] Upcoming Catalysts - Notable earnings reports from well-known AI application companies in the US, such as Palantir, Shopify, and Applovin, are expected this week [9] - Upcoming events like the Microsoft Ignite conference and the release of Gemini 3.0 models are anticipated to drive market interest in AI applications [9] Investment Focus - For those interested in AI applications, key sectors to watch include software services, internet, and media entertainment [11] - The AI hardware sector saw a rebound led by Industrial Fulian, but this is viewed as a correction from previous declines rather than a sustained upward trend [11] - The market is advised to focus on core stocks' performance, as their strength is essential for driving sector trends [11]

Group 1 - The core viewpoint of the news is the performance of stocks on the institutional leaderboard, highlighting significant net purchases and sales by institutions [1][2]. - A total of 30 stocks were listed on the institutional leaderboard, with 13 showing net purchases and 17 showing net sales [1]. - The top three stocks with the highest net purchases by institutions were Jingwang Electronics (322 million), Hengbao Co., Ltd. (193 million), and Yunhan Chip City (146 million) [1]. Group 2 - Hengbao Co., Ltd. saw a net purchase of 398 million from three institutions, indicating strong institutional interest [2]. - The company has successfully commercialized its quantum SIM products and completed the development and pilot testing of the integration of anti-quantum encryption algorithms with national encryption algorithms [2]. - The news also references a significant policy announcement regarding cross-strait economic cooperation, which may impact related industries [2].

Group 1 - Institutional investors bought a total of 3.98 billion in Jingzhida, making it the top net purchase stock of the day [1][3] - Jingzhida is developing a next-generation DRAM high-speed testing machine with a high-speed interconnection technology (18Gbps) to meet the testing needs of DDR6/LPDDR6/GDDR7 [3] - The stock price of Jingzhida increased by 15.45% on the day [2] Group 2 - Xiangrikui saw a net purchase of 1.87 billion, ranking second among institutional buys [1] - The stock price of Xiangrikui surged by 19.97% [2] - The memory market is experiencing a price increase cycle, with Samsung and SK Hynix raising DRAM and NAND flash prices by up to 30% in Q4 [4]

Market Overview - The market opened high due to favorable news over the weekend and experienced fluctuations throughout the day [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 1.18%, 1.51%, and 1.98% respectively, with over 3,300 stocks rising and trading volume increasing to 2.3 trillion [4] Sector Performance - The photolithography sector saw significant gains, with stocks like Wanrun Technology and Tongcheng New Materials hitting the daily limit [3] - The storage sector also performed well, with stocks such as Daming Co. and Zhaoyi Innovation reaching the daily limit [3] - The Haixi concept stocks surged, with Pingtan Development achieving three consecutive limit-ups [8] - The rare earth sector experienced a strong morning, with stocks like Antai Technology and Xiamen Tungsten hitting the daily limit, ultimately closing up 2.44% [12] Notable Stocks - New Ray Energy saw a nearly 18% increase due to speculation about its products entering the NV supply chain, highlighting the influence of market sentiment on stock performance [16] - Zhongchi Co. experienced extreme volatility, opening with a limit-up but quickly dropping to the limit-down, showcasing the unpredictable nature of stock trading [14]