1月14日，A股三大指数早盘走高，午后集体跳水。 截至收盘，沪指跌0.31%报4126点，深证成指涨0.56%，创业板指涨0.82%。 全市场成交额3.99万亿元再创历史最高记录，较前一交易日增量2880亿元，超2700股上涨，近2600股下跌。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 ^ | | --- | --- | --- | --- | --- | | 上证指数 | | 4126.09 | -12.67 | -0.31% | | .000001 | 25 | | | | | 深证成指 | ww | 14248.60 | +79.20 +0.56% | | | 399001 | | | | | | 创业板指 | | 3349.14 | +27.25 +0.82% | | | SUCIDDE | VAN | | | | 盘面上，AI应用持续爆发，Kimi概念、AI语料、智谱AI及AI智能体等方向领涨；阿里概念、国资云概念及快手概念等涨幅居前。另外，保险板块 走低，锂矿概念下挫，航母概念走弱，银行、机器人执行器及航空机场等板块跌幅居前。 | 国有大型银行Ⅱ -1.50% | 证券II -0.64% ...

截至收盘，沪指跌0.31%，深成指涨0.56%，创业板指涨0.82%。 下跌方面，能源金属、保险、银行等板块跌幅居前。其中锂矿概念下挫，国城矿业（000688）触及跌停。 上证指数 深证成指 创业板指 ▼4126.09 -3349.14 -14248.60 -12.66 -0.31% +79.2 +0.56% +27.25 +0.82% 市场概况 2089 1597 575 374 254 200 121 110 131 77 24 28 19 小手 大于 涨停 -2% -6% -8% 跌停 +8% +6% +4% +2% 0% -4% -8% +8% 上涨 2747家 持平 131家 下跌 2592家 涨停 110家 停牌 16家 跌停 19家 两市成交额:3.94万亿 较上一日: +2904亿 今日预测量能: 3.94万亿 +2904亿 涨停表现 市场冲高回落，沪指午后快速翻绿，此前一度涨超1%。沪深两市成交额3.94万亿，较上一个交易日放量2904亿，连续第3个交易日突破3.5万亿。 盘面上，市场热点快速轮动，全市场超2700只个股上涨。从板块来看，AI应用概念爆发，二十余只成分股涨停，利欧股份（002 ...

下跌方面，能源金属、保险、银行等板块跌幅居前。其中锂矿概念下挫，国城矿业触及跌停。 截至收盘，沪指跌0.31%，深成指涨0.56%，创业板指涨0.82%。 上证指数 深证成指 创业板指 ▼4126.09 -14248.60 -3349.14 -12.66 -0.31% +79.2 +0.56% +27.25 +0.82% 今日A股市场冲高回落，沪指午后快速翻绿，此前一度涨超1%。沪深两市成交额3.94万亿，较上一个交易日放量2904亿，连续第3个交易日突破3.5万 亿。 盘面上，市场热点快速轮动， 全市场超2700只个股上涨 。从板块来看， AI应用概念爆发 ，二十余只成分股涨停，利欧股份9天6板，省广集团4连 板，新华网、人民网、三江购物3连板，壹网壹创3天2板。算力硬件概念午后拉升，光迅科技涨停创新高。半导体板块走高，亚翔集成涨停创历史新 高。商业航天概念局部活跃，海格通信3连板创新高，大唐电信、佳缘科技等多股涨停。 2089 1597 575 374 254 200 110 121 131 77 24 28 19 大于 +8% 小于 涨停 -2% -6% -8% +8% +6% +4% +2% 0% - ...

A股三大指数今日集体下挫，截至收盘，沪指跌0.64%报4138点，深证成指跌1.37%，创业板指跌1.96%，北证50指数跌2.5%。全市场成交额3.7万 亿元创历史最高记录，较前一交易日增量542亿元，超3700股下跌。 | 代码 名称 | 涨幅量 | 添天 | 现价 | | --- | --- | --- | --- | | 688048 长光华芯 | -11.35% | -15.87 | 123.98 | | 688167 炬光科技 | -10.80% -21.43 | | 177.02 | | 688325 赛微微电 | -10.45% -11.46 | | 98.16 | | 688709 成都华微 | -10.05% | -5.38 | 48.15 | | 300053 航宇微 | -9.69% | -2.34 | 21.81 | | 688608 恒玄科技 | -9.67% | -24.70 | 230.80 | | 688790 品瑞微-UW | -9.04% -16.00 | | 161.00 | | 688385 复旦微电 | -8.76% | -8.58 | 89.42 | | 6880 ...

A股三大指数今日集体下挫，截至收盘，沪指跌0.64%报4138点，深证成指跌1.37%，创业板指跌 1.96%，北证50指数跌2.5%。全市场成交额3.7万亿元创历史最高记录，较前一交易日增量542亿元，超 3700股下跌。 盘面上，多家公司公告提示风险，商业航天、卫星互联网板块大退潮，航天电子、中国卫通、航天科技 等近百股跌超8%；大飞机、军工板块走低，中天火箭、雷科防务等多股跌停；可控核聚变板块下挫， 王子新材跌停；通信设备板块走低，长江通信跌停；北斗导航、量子科技、3D打印、CPO概念及F5G概 念等跌幅居前。另外，医药股普涨，重组蛋白、CRO及医疗服务等方向领涨，百花医药、博济医药等 多股涨停；贵金属板块走高，晓程科技涨超8%；辉瑞表示预计将在2028年推出GLP-1减肥药物，减肥 药板块拉升，普洛药业逼近涨停；创新药、锂矿概念及游戏等板块涨幅居前。(格隆汇) 务受光伏行业竞争加剧影响，市场不及预期 中天火箭(003009.SZ)：目前公司相关高导热材料向相关业 务的客户有小批量供货 相关事件 航天电子(600879.SH)：股票击鼓传花效应明显，存在短期大幅下跌的风险，交易风险极大 A股异动丨 商业 ...

人工智能概念股早盘集体爆发，其中天龙集团（300063）连续3日20%涨停。 1月13日早盘，A股微幅震荡，上证指数红绿之间转换超10次，深证成指也在创4年新高后震荡调整，大盘蓝筹股表现较优，上证50、沪深300均微幅飘 红，并创多年新高。成交有进一步放大趋势，深市1小时成交再破万亿元并创历史新高。 李乐成指出，网络化是连接数字化和智能化的桥梁，要一手抓"连接"，加快网络技术升级，有序推进"双千兆"网络向5G-A和万兆光网演进升级，着力破 解工业标准协议兼容互通等瓶颈；一手抓"应用"，培优做强工业互联网平台，大力发展面向重点行业、关键场景的数智化软硬件产品和解决方案。 盘面上，医药生物、人工智能、有色金属、农用化工等板块涨幅居前，国防军工、量子科技、风电设备、芯片等板块跌幅居前。 临近午盘，锂矿概念股集体异动，西藏珠峰（600338）大幅拉升涨停，赣锋锂业、盛新锂能、盐湖股份、天齐锂业、金圆股份、大中矿业等集体上涨。消 息面上，1月13日早盘，广期所碳酸锂期货主力合约突破17万元/吨大关，盘中触及涨停，涨幅12%，报174060元/吨，为连续第二日涨停。 | ( 日 | 西藏珠峰(600338) | | | ...

每经AI快讯，1月12日，美股锂矿概念走强，Lithium Americas涨超8%，美国雅保、智利矿业化工涨超 3%。 ...

1月12日，A股主要指数涨跌不一，截至发稿，沪指涨0.26%，深证成指涨0.21%，创业板指跌0.81%，科创综指涨0.61%。贵金属价格大幅上涨，沪金主力 合约最高触及1031.30元/克，沪银主力合约盘中涨幅超12%，触及20641元/千克的历史新高。 国际金价方面，伦敦金盘中突破4600美元/盎司，COMEX黄金涨超2%。 | | | | 9:56 156060 | 1 | | --- | --- | --- | --- | --- | | | | | 9:56 156060 | 20 | | | | | 9:56 156060 | 7 | | 9:00 | | | 15:00 9:57 156060 | 5 | | < V | 锂矿概念 | | E | Q | | | 2033.57 1.36% | | | | | 成份股 | 股幅 | | 资讯 | | | 名称 | 最新 | 涨幅 ↓ | | 涨跌 | | 大中矿川 | 29.85 | 6.91% | | 1.93 | | 001203 | | | | | | 金圆股份 | 7.00 | 5.90% | | 0.39 | | 000546 | | ...

Group 1 - Lithium mining sector shows strong performance with companies like Guocheng Mining up over 7% and Shengxin Lithium Energy up over 6% [1][2] - Several companies including Longpan Technology and Hunan Youneng have announced production cuts, with reductions expected to impact output by 3,000 to 35,000 tons [3] - Tianqi Lithium announced a change in its spot trading settlement price, now referencing Mysteel battery-grade lithium salt prices or the main contract price of lithium carbonate futures [3] Group 2 - The lithium mining industry is expected to benefit from rising lithium salt prices and increased demand from energy storage and new energy vehicles, leading to improved profitability [4] - The positive outlook for lithium battery cathode materials is driven by reduced supply from phosphate lithium manufacturers and growing demand from downstream sectors [4] - The energy storage battery sector is anticipated to see performance growth as lithium prices stabilize and demand for storage projects accelerates [4]

Report Summary 1. Report Industry Investment Rating - No information provided on the industry investment rating [2][3][4][5] 2. Core Viewpoints - On December 26, the market showed a volatile trend with increased trading volume. The Shanghai Composite Index recorded an eight - consecutive - day gain despite two intraday dips. The short - term sentiment deviated from the rise - fall ratio, with nearly 3,400 stocks falling but nearly 100 stocks hitting the daily limit. The electrolyte, lithium ore, and industrial metal concepts led the gains, while the lithography machine, optical chip, and OCS concepts led the losses [5] 3. Summary by Relevant Catalogs 3.1 Market Review - **Index Performance**: The closing prices of the Shanghai 50, CSI 300, and CSI 1000 were 3045.4036, 4604.27, and 4736.66 respectively. The turnovers were 34.10 billion yuan, 175.40 billion yuan, and the trading volumes were 0.41 billion and 266.26 billion respectively. The price - to - earnings ratios were not provided in a straightforward way, but the relevant data shows the market performance of these indices [3] - **Options Trading**: For the Shanghai 50 index options, the trading volume of call options was 3.54 million contracts, put options was 2.47 million contracts, and the open interest was 5.10 million contracts. For the CSI 300 index options, the trading volume of call options was 13.58 million contracts, put options was 9.03 million contracts, and the open interest was 16.10 million contracts. For the CSI 1000 index options, the trading volume of call options was 32.12 million contracts, put options was 19.53 million contracts, and the open interest was 27.04 million contracts. The PCR (put - call ratio) for each index was also provided, with values of 0.68, 0.71, and 0.98 respectively [3] 3.2 Volatility Analysis - **Historical Volatility and Volatility Cone**: The historical volatility and volatility cones of the Shanghai 50, CSI 300, and CSI 1000 were presented, including the minimum, maximum, 10%, 30%, 60%, 90% percentile values, and the current values. The historical volatility was analyzed for different time periods such as 5 - day, 20 - day, 40 - day, 60 - day, and 120 - day [3][4] - **Volatility Smile Curve**: The volatility smile curves of the Shanghai 50, CSI 300, and CSI 1000 for the next - month at - the - money implied volatility were also shown, with different strike prices and corresponding implied volatility values [3][4]