炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 智通财经12月26日讯，沪指昨日低开高走录得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。从板块来看，商业航天概念持续活跃，机器人概念、芯片产业 链概念、造纸概念走强。下跌方面，贵金属、海南、能源金属等板块跌幅居前。截至昨日收盘，沪指涨 0.47%，深成指涨0.33%，创业板指涨0.3%。 在今天的券商晨会上，华泰证券指出，看好矿服及设备商向矿山开发转型趋势；国金证券表示，2026年 医疗器械板块投资策略将聚焦在出海和创新两条线；中金公司认为，2026年光伏各环节龙头有望扭亏为 盈。 华泰证券：看好矿服及设备商向矿山开发转型趋势 华泰证券表示，当前金属高价下或催生较多勘探、矿服及设备制造商向矿业开发转型，此类转型模式主 要包括参股、控股以及EPC+O模式(低参股但享有超额收益权)。在此背景下，上述转型模式有望成为未 来矿业重要的开发力量，原因在于当前高金属价格背景下，中小型矿山业主具备较强的开发意愿，但普 遍面临资金实力有限，技术和项目管理能力不足等约束，需外部力量协助推进开发；而大型矿业公 ...

Group 1: Financial Reports and Market Trends - The Shanghai Stock Exchange has released the annual report disclosure schedule, with Chipway Technology set to disclose its report on February 3, leading the list [1] - The main board will see *ST Huawang disclose its report on February 13, followed by Shangwei Co. on February 14 [1] - Multiple international financial institutions predict a decline in the attractiveness of dollar-denominated assets by 2026, leading to a continued rise in gold prices as a hedge against risks [2] - The asset management firm Schroders highlights increasing uncertainty in U.S. policies and fiscal vulnerabilities, which are driving investors towards gold for diversification [2] Group 2: Private Equity and Investment Activity - In 2025, 54 new private equity firms were registered in China, marking a 10.20% increase from 49 in 2024, with 98.15% being domestic firms [2] - Notable new private equity firms include three with management scales exceeding 5 billion yuan, indicating a significant influx of insurance capital into the private equity sector [2] Group 3: Semiconductor and Technology Sector - Major silicon wafer manufacturers have significantly raised prices due to increased costs of upstream silicon materials, with average price hikes reaching 12% [3] - Kingston has led the price increase in DDR4 and DDR5 memory products, with overall market prices remaining strong despite a slight slowdown in growth [3] Group 4: Automotive Market Insights - The automotive market is experiencing a quiet end-of-year period, with consumers showing a tendency to wait for new subsidy policies, impacting sales [4][5] - The China Automobile Industry Association notes that the withdrawal of subsidy policies has led to increased consumer hesitation in making purchases [5] Group 5: AI and Technology Forecasts - Global spending on generative AI is projected to grow from $225 billion in 2023 to $699 billion by 2030, with a compound annual growth rate (CAGR) of 21% [5] - The AI dialogue platform segment is expected to see the fastest growth, with monthly active users projected to exceed 5 billion by 2030 [5] Group 6: Corporate Financing and Investments - Starry Space has completed nearly 300 million yuan in Pre-A round financing, led by Shenzhen Innovation Investment Group, to enhance its global satellite control network [9] - Zhi Li Technology has secured 100 million yuan in B round financing to establish a manufacturing base for battery swap systems [9] - Deep Blue Automotive has announced a C round financing totaling 6.122 billion yuan, backed by major investors [9] Group 7: Corporate Governance and Compliance - Shanghai Washba has announced penalties for executives due to short-term trading violations, with fines of 100,000 yuan and 150,000 yuan imposed [10] - Haotou Co. has reported the resignation of its general manager, Zhang Xianjun, due to work relocation [11]

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 12月25日，沪指低开高走录得7连阳，深成指、创业板指探底回升。截至收盘，沪指涨0.47%，深成 指涨0.33%，创业板指涨0.3%。 板块来看，商业航天概念持续活跃，机器人概念走强，造纸概念大涨；贵金属、海南、能源金属等板 块跌幅居前。 全市场超3700只个股上涨，其中有93只个股涨停。沪深两市成交额1.92万亿元，较上一个交易日放 量443亿。 昨天才突破箱体，今天A股又是 "上午震荡，下午走强" 的走势，可以说 人心思涨 成为了年末共识。 用两个"7"来总结： 一是，沪指强势7连阳 ，继续 挺近 4000点 。今年以来，沪指曾两度走出8连阳，上半年、下半年各有一 次。 此外， 市场的赚钱效应仍是有目共睹。以中证1000为例，日K线来看，连续两天走强后，该指数已接近 前期箱体上沿，有望冲击10月9日的高点。 德邦证券昨日研报认为， 未来政策催化与产业景气共振下市场有望延续震荡上行走势。该机构还提 到："美联储12月降息落地后，近期人民币持续升值，美元兑离岸人民币指数今日（24日）下跌逼近7关 口，或推动人民币资产吸 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：智通财经 今日沪指低开高走录得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，市场热点快速轮动，全市场超3700只个股上涨，其中有93只个股涨停。从板块来看，商业航天 概念持续活跃，20余只成分股涨停，神剑股份6连板，再升科技、九鼎新材（维权）、中国卫星、隆基 机械涨停。机器人概念快速拉升，首开股份（维权）、香山股份、昊志机电等十余股涨停芯片产业链概 念走强，圣晖集成4连板，国风新材、扬子新材（维权）涨停。造纸概念大涨，博汇纸业、宜宾纸业、 五洲特纸涨停。 责任编辑：宋雅芳 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 下跌方面，贵金属、海南、能源金属等板块跌幅居前。其中海南自贸概念集体下挫，海南瑞泽跌近 7%。 截至收盘，沪指涨0.47%，深成指涨0.33%，创业板指涨0.3%。 MACD金叉信号形成，这些股涨势不错！ MACD金叉信号形成，这些股涨势不错！ 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 ...

截至收盘，沪指涨0.47%，深成指涨0.33%，创业板指涨0.3%。 创业板指 上证指数 深证成指 -13531.41 -3239.34 -3959.62 +18.67 +0.47% +44.99 +0.33% +9.77 +0.30% TFUM 【午报】三大指数震荡分化涨跌不一,商业航天 ... >>> BK FEC 今日沪指低开高走录得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，市场热点快速轮动，全市场超3700只个股上涨，其中有93只个股涨停。从板块来看， 商业航天概念持续活跃 ，20余只成分股涨停，神剑股 份6连板，再升科技、九鼎新材、中国卫星、隆基机械涨停。 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芯片产业链概念 走强，圣晖集成4连板，国风新材、扬子新材涨停。造纸概念大涨，博汇纸业、宜宾纸业、五洲特纸涨停。 下跌方面，贵金属、海南、能源金属等板块跌幅居前。其中海南自贸概念集体下挫，海南瑞泽跌近7%。 市场概况 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 2709 ...

市场早盘走势分化，三大指数涨跌不一，中证A500指数下跌0.08%。从板块来看，商业航天概念反复活跃，机器人概念走强，造纸概念爆发；下跌方面， 贵金属概念跌幅居前。 | 代码 | 名称 | 现价 | 涨跌幅 | IOPV 溢折率 换手率 成交金额 ▼ | | | --- | --- | --- | --- | --- | --- | | 563360 | A500ETF华泰柏瑞 | 1.256 | -0.08% | 1.2554 0.05% 16.10% 75.24亿 | | | 512050 | A500ETF基金 | 1.182 | -0.08% | 1.1819 0.01% 17.95% 67.33亿 | | | 159338 | 中证A500ETF | 1.189 | -0.17% | 1.1896 -0.05% 12.05% | 44.76亿 | | 159352 | A500ETF南方 | 1.236 | -0.16% | 1.2357 0.02% 9.23% | 41.27亿 | | 159361 | A500ETF易方达 | 1.210 | 0.00% | 1.2097 0.02% 11.93 ...

连板股方面，胜通能源10连板，嘉美包装10天8板，神剑股份6连板，*ST亚振7天5板，安通控股、*ST 宇顺等4连板，*ST东易5天3板，金时科技4天3板，九鼎新材（维权）、集泰股份3连板，通宇通讯等4 天2板，上海港湾、鲁信创投等2连板，万向钱潮、精达股份等涨停。 ST百灵（维权）连续3日跌停。 MACD金叉信号形成，这些股涨势不错！ 12月25日午间，A股半日下来共有69只涨停股、1只跌停股。成飞概念活跃，豪能股份、通达股份（维 权）涨停；造纸概念走强，五洲特纸2连板，博汇纸业、宜宾纸业等涨停；航天系概念上涨，航天工程5 天4板，中天火箭涨停。 ...

今日早盘，A股市场走势分化，三大指数涨跌不一，沪指震荡拉升，创业板指冲高回落。沪深两市半日成交额1.2万亿，较上个交易日放量509亿。盘 面上热点快速轮动，全市场超3200只个股上涨。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 从板块来看， 商业航天概念反复活跃， 神剑股份晋级6连板，九鼎新材3连板，隆基机械等十余股涨停。 机器人概念走强， 万向钱潮、旭 升集团等多股涨停。造纸概念爆发，博汇纸业、宜宾纸业、五洲特纸涨停。数字货币概念拉升，证通电子、金时科技涨停。 下跌方面， 贵金属概念跌幅居前， 浩通科技跌超7%。海南自贸概念下挫，海南瑞泽、凯撒旅业走弱。截至收盘，沪指涨0.29%，深成指 跌0.11%，创业板指跌0.37%。 ...

Group 1 - The paper industry experienced a volatile rebound on September 2, with Qing Shan Paper achieving a limit-up increase [2] - Other companies such as Minfeng Special Paper, Shanying International, and Rongsheng Environmental Protection also saw gains [2]

Group 1 - The paper industry concept experienced a significant rise on September 1, with stocks such as Qingshan Paper reaching the daily limit increase [1] - Other companies in the sector, including Hengfeng Paper, Huawang Technology, and Minfeng Special Paper, also saw their stock prices increase [1]