AI产业链硬件
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4分钟涨停!封单超24万手
Zhong Guo Zheng Quan Bao· 2025-12-09 08:33
Group 1: AI and Commercial Space Industry - The AI hardware sector is leading the market, with significant gains in the CPO and component sectors, including stocks like Dekoli and Shaanxi Huada hitting the daily limit up [2] - The commercial space sector is experiencing active trading, with multiple stocks like Longzhou Co. and Dahua Intelligent achieving consecutive gains, and Aerospace Electromechanical hitting a daily limit up [2] - OpenAI is seeking to establish, invest in, or acquire a rocket company to compete in the space computing sector, highlighting the growing commercial value of space capabilities [4] Group 2: Recent Launches and Developments - The Zhuque-3 rocket successfully completed its flight mission, providing critical data for future reusable rocket launches, despite not achieving the primary recovery goal [3] - China successfully launched multiple satellite missions using Long March rockets, indicating a robust activity in the commercial space launch sector [3] Group 3: Metal and Commodity Market Trends - The non-ferrous metal sector is experiencing a pullback, with declines in precious metals and various industrial metals [6][7] - A report from Ping An Securities suggests that by 2026, non-ferrous metal prices may accelerate due to factors like a weakening US dollar and supply constraints, which could drive demand and price increases [8] Group 4: Company-Specific Developments - Moore Threads saw a significant increase in stock price, with a 5.73% rise, as the company prepares for its first developer conference to unveil its new GPU architecture and strategic vision [10]