拔地而起！12月30日，揽尽有色金属行业龙头的有色ETF华宝（159876）早盘大幅低开，场内价格跌超 2%，之后快速拐头向上拉升，场内价格最高上探2.27%，收涨1.75%，全天振幅4.95%。 值得关注的是，有色ETF华宝（159876）昨日刷新上市新高后，今日场内价格再涨1.75%，彰显强者风 范，资金看好有色金属板块后市表现，该ETF全天获资金净申购2880万份！ | 序号 | 名称 | 涨跌幅 ▼ | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交額 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 云铝股份 | 6.82% | m | 有色含厚 | 工业金属 | 분 | 1098亿 | 18.81亿 | | 2 | 海景服役 | 5.41% | 1000 | 有色金属 | 工业金属 | 铜 | 304亿 | 4.57亿 | | 3 | 天山铝业 | 4.99% | w | 有色金属 | 工业金属 | 铝 | 754Z | 11.29亿 | | ব | 中国铝业 | 4.72% | Van ...

凤凰网财经讯 12月29日，三大指数涨跌不一，沪指微涨走出九连阳，创业板指一度跌超1%。截至收 盘，沪指涨0.04%，深成指跌0.49%，创业板指跌0.66%。沪深两市成交额2.14万亿，较上一个交易日缩 量209亿。 两市成交额:2.14万亿 较上一日:-209亿 今日预测量能: 2.14万亿 -209亿 涨停表现 封板率 | | | | 沪深京重要指数 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 咸新 | 涨幅% | | 涨跌 涨跌家数 | | | 现手 金额 | | 上证指数 | 3965.28 | 0.04 | 1.60 | 859/1415 | 0.00 | 5.647. | 84.4万 9038.20亿 | | 深证成指 | 13537.10 | -0.49 | -66.79 1120/1715 | | -0.01 | 7.147 | 754万 1.24万亿 | | 北证50 | 1456.45 | -0.45 | -6.59 | 41/244 | -0.02 | 825万 | 10.2万 184.79 ...

12月29日，A股三大指数早盘冲高回落，午后震荡走低，截止收盘，沪指涨0.04%报3965.28点，连续九 日走高，深成指跌0.49%报13537.1点，创业板指跌0.66%报3222.61点，科创50指数涨0.04%报1346.32 点；沪深两市成交额2.14万亿，全市场超3300只个股下跌。 脑机接口概念表现活跃，海格通信、喜临门等涨停，翔宇医疗、麦澜德、三博脑科、创新医疗等跟涨。 消息面上，12月28日，第五届脑科学前沿与产业大会暨2025深圳脑机接口博览会启幕，"粤港澳大湾区 脑科学与中枢神经疾病AI创新联盟"正式启动。 盘面上，机器人概念午后反复活跃，上纬新材、步科股份20cm涨停创历史新高，五洲新春、模塑科技 等多股涨停。商业航天概念延续强势，神剑股份8连板，金风科技、雷科防务等十余股涨停。碳纤维概 念表现活跃，吉林化纤、和顺科技双双涨停；锂矿概念下挫，欣旺达跌逾11%；医药商业板块走弱，漱 玉平民跌超18%；氟化工板块回调，漱玉平民跌逾8%；电池概念午后震荡下挫，华盛锂电跌超7%；电 力板块持续走弱，国电电力跌近8%。 热点板块 商业航天概念延续强势 商业航天概念延续强势，10余只成分股涨停，神 ...

2025.12.24 本文字数：2393，阅读时长大约4分钟 作者 |第一财经 黄思瑜 年末金属市场掀起涨价狂潮。12月24日，黄金、白银、铜、铂金等国内外价格均创出历史新高，国内钯 金期货主力合约涨停。 当日，伦敦金、银现货价格最高探至4525.83美元/盎司、72.701美元/盎司，沪金、沪银主力合约价格最 高涨至1022.88元/克、17671元/千克；国内铂金、钯金期货主力合约相继涨停，再度分别创出新高 675.65元/克、578.45元/克；铜价也创出历史新高，LME铜最高冲至12282美元/吨，沪铜期货主力合约最 高价为96750元/吨。此外，镍的价格也在近期大涨。 顾冯达也称，全球降息周期开启及美元指数整体走弱，全球流动性相对宽松之下，中美在科技、经贸领 域竞争激发资金涌入贵金属及有色金属等战略性资源品布局避险，尤其是在AI、电力、新能源、高端 装备制造等带来的新兴需求崛起，以及全球经贸遭遇美国贸易战的逆流冲击之下，国内也启动"反内 卷"政策规范行业竞争，战略资源品出口管制强化资源战略价值。 南华期货高级总监傅小燕对第一财经称，此轮金属市场价格上涨是在降息周期大背景下，叠加了地缘政 治、产业周期 ...

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：请问目前公司的订单状况如何？能足够让车间的产能 全力生产吗？看三季度营业收入与毛利率同比去年都是下降的，请问四季度有好转吗？三季度业绩说明 会的时候说公司管理层认识到业绩下滑已采取了积极措施，请能具体说下是哪些挽救业绩下降的措施 吗？目前有没有效果？子公司上海天正天工机器人目前有没有营业收入？给公司带来业绩增长点？ 天正电气（605066.SH）12月16日在投资者互动平台表示，公司目前生产经营活动平稳有序，正在全力 推进各项工作。前三季度公司面对行业波动与挑战，公司继续深化在新能源、电力、通信、工业自动化 等领域的市场拓展，持续推进技术创新与产品升级，加强研发资源的有效投入，稳健开拓海外业务。子 公司上海天正天工机器人有限公司于今年9月成立，仍处于早期发展阶段，后续公司业绩及其业务进展 情况，请您关注公司后续法定信息披露披露的内容！ ...

（编辑 任世碧） 证券日报网12月9日讯 博盈特焊在12月9日回答调研者提问时表示，公司所处行业是工业防腐防磨行 业。公司的技术和产品可以应用于节能环保、电力、能源、化工、冶金、造纸等工业领域。截至2025年 9月30日，公司的产品主要应用于垃圾焚烧发电行业，占比58.99%，此外，收入占比较大的行业是化 工、造纸、燃煤发电、燃气轮机等领域。 ...

| 名称 | 现价 涨跌 涨跌幅 ▼ 年初至今 | | --- | --- | | 脸书(META PLATFORN 661.530 21.930 3.43% 13.25% | | | 英伟达(NVIDIA) | 183.380 3.800 2.12% 36.59% | | 特斯拉(TESLA) | 454.480 7.740 1.73% 12.54% | | 微软(MICROSOFT) | 480.840 3.110 0.65% 14.92% | | 谷歌(ALPHABET)-C | 318.390 -2.230 -0.70% 67.73% | | 苹果(APPLE) | 280.700 -3.450 -1.21% 12.60% | | 亚马逊(AMAZON) | 229.110 -3.270 -1.41% 4.43% | 小盘股狂欢，题材线索丰富 与大盘股相比，小盘股在近期市场中表现更为抢眼。周四的小盘股狂欢中，与AI数据中心、储能、电 力以及量子计算等概念相关的个股成为领涨主力。例如，新兴云算力供应商CoreWeave冲高8.05%，小 型核反应堆开发商Oklo涨15.59%，储能概念股Fluence ...

Core Insights - The AI industry is facing a critical power shortage, which is limiting the deployment of GPUs, as highlighted by Microsoft CEO Satya Nadella, who stated that many GPUs are sitting idle due to insufficient power supply and rack availability [1][22][42] - The scarcity of electricity is reshaping the competitive landscape in the AI sector, similar to the past dynamics of the rare earth industry, where China held a dominant position due to its resource availability [3][44] Power Supply Challenges - Nadella's comments reflect a broader issue in the AI industry, where power shortages are seen as a key constraint on development, as noted by OpenAI CEO Sam Altman [4][45] - The increasing power density of GPUs is expected to escalate power requirements significantly, with projections indicating a 100-fold increase in power consumption per rack, while the actual power connection rate for data centers in the U.S. is only about 20% of applications [6][47] - The urgency of the power bottleneck is shifting the focus of the AI industry from "chip acquisition" to "power acquisition" [7][48] China's Competitive Advantage - China is emerging as a leader in the AI era due to its stable and low-cost power system, with projected electricity generation reaching 9.8 trillion kilowatt-hours in 2024, accounting for 32% of global output, which is 2.5 times that of the U.S. and three times that of the EU [9][50] - The average industrial electricity price in China is significantly lower than that of the U.S. and Europe, with 2023 figures showing $0.08 per kilowatt-hour in China compared to $0.13 in the U.S. and over $0.20 in Europe [9][50] - China's power grid is characterized by its stability and expansion capacity, supported by the world's largest ultra-high voltage transmission network, which has a capacity exceeding 160 million kilowatts [9][50] Infrastructure and Strategic Planning - The Chinese government is prioritizing data centers as key infrastructure under its "new infrastructure" strategy, with local governments actively supporting power resource allocation [11][52] - China's long-term strategic planning in energy infrastructure, including projects like the Three Gorges Dam and extensive renewable energy installations, has created a robust power network that supports AI development [13][54] - The competitive landscape is shifting as China leverages its power advantages to attract AI companies, while Western firms struggle with power access issues [11][52] Future Implications - The future of AI competition may mirror the past rare earth competition, where control over stable and cheap power will dictate leadership in the sector [21][62] - The AI industry's future battleground will extend beyond algorithm innovation and chip design to include energy policy, grid planning, and infrastructure efficiency [21][62] - China's ability to maintain its power advantages could replicate the success seen in the rare earth sector, positioning it as a key player in the AI landscape [21][62]

Group 1 - The report highlights a strategic shift towards large financial and consumer sectors, indicating a rebound window following the maximum negative impact from equal tariffs [1][9] - The report emphasizes that the market is approaching a phase bottom, with short-term adjustments not altering the long-term upward trend, despite liquidity pressures from the Federal Reserve's hawkish stance [2][9] - Historical analysis of the U.S. stock market shows that significant downturns typically require major negative shocks, with expected maximum adjustments around 10% in the current context [3][10][11] Group 2 - The report notes that market volume has decreased, with transaction amounts falling below 20 trillion yuan, indicating a lack of momentum in market leadership [4][12] - It suggests that the current market adjustment presents a good opportunity for accumulation, focusing on sectors with favorable risk-reward ratios, such as real estate and resource commodities [4][13][14] - The report identifies mid-term investment opportunities in high-growth sectors, waiting for renewed confidence in high-prosperity segments like storage and AI [4][13][14]

1.【黄仁勋称英伟达有大量新型Blackwell芯片可供销售】英伟达公司首席执行官黄仁勋表示，他的 公司拥有足够的新型Blackwell芯片来满足不断增长的需求，且业务"非常、非常强劲"。黄仁勋对英 伟达第三季财报发布会上的一些言论做出了新的解释。他表示，先前提到Blackwell产品线"售罄"是 指现有芯片已被客户充分使用。黄仁勋说，我们的供应链规划得非常周全。 我们还有很多Blackwell 可供销售 。这些评论延续了英伟达周三早些时候发布财报时展现的乐观基调。该公司驳斥了有关AI领 域支出激增会造成泡沫的担忧。（财联社） 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 2.【IDC：预计2026年中国智能眼镜市场迎来规模化拐点】IDC发文称，在AI的赋能下，智能眼镜市 场正从通用型产品向场景化解决方案转变，有望成为手机、汽车、智能家居等终端的关键信息输入端 口。IDC预计，2026年智能眼镜市场将迎来规模化拐点，全球智能眼镜市场出货量预计将突破 2368.7万台，其中中国智能眼镜市场出货量将突破491.5万台。（腾讯网） 3.【马斯克：当前AI发展的真正瓶颈既不 ...