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午评:创业板指跌1.02% AI应用、商业航天等热门板块大幅调整
Xin Lang Cai Jing· 2026-01-15 03:31
截至午盘,上证指数跌0.6%,深证成指跌0.44%,创业板指跌1.02%,北证50跌2.31%。全市场成交额 18952亿元,较上日成交额缩量3506亿元。板块题材上,贵金属、能源金属、农化产品板块活跃,商业 航天、AI应用板块调整。盘面上,贵金属板块持续走强,四川黄金涨停,湖南白银、晓程科技涨近 6%。能源金属板块走高,华友钴业、远航精密涨超6%。农化产品板块早盘走强,东方铁塔涨超8%,百 傲化学、联化科技涨超7%。商业航天板块调整,中科星图、天润科技、红相股份等多只个股跌超 10%。雷科防务、长江通信、航天电子等数只个股跌停。AI应用板块调整,天龙集团、值得买、泓博医 药20CM跌停,通达海、广哈通信等数只个股跌超10%。 ...
冲刺4200点!A股大盘涨超1%,商业航天概念强势反弹
Sou Hu Cai Jing· 2026-01-14 03:22
商业航天概念一反昨日大跌走势,强势反弹,烽火通信反包涨停创历史新高,银河电子回封涨停走出8天7板,此前三维天地、佳缘科技、大唐电信、盛路通 信、江顺科技等多股涨停,星环科技、中科星图、上海瀚讯等涨超10%。 【大河财立方消息】1月14日盘中,A股大盘涨超1%,报4186.12点,逼近4200点大关。深证成指上涨1.97%,创业板指上涨2.36%。 | 序 | 名称 | 涨幅%+ | | --- | --- | --- | | 1 | 互联网服务 | 5.87 | | 2 | 软件开发 | 5.59 | | 3 | 文化传媒 | 4.77 | | 4 | 医疗服务 | 3.94 | | 5 | 游戏 | 3.86 | | 6 | 电子化学品 | 3.29 | | 7 | 学学体 | 3.08 | | 8 | 通信设备 | 2.96 | | 9 | 通信服务 | 2.91 | | 10 | 计算机设备 | 2.82 | 互联网服务、软件开发、文化传媒等板块领涨。 | 简约 | 隐藏 ▶ 23 | | | BK0963 商业航天 1 | | | --- | --- | --- | --- | --- | --- | ...
17连阳,3.64万亿!A股又创新纪录
Hua Xia Shi Bao· 2026-01-12 07:45
1月12日,A股成交额达3.64万亿元创下历史纪录,突破此前"924行情"创下的3.49万亿最高纪录。 截至收盘,上证指数涨1.09%报4165.29点,深证成指涨1.75%报14366.91点,创业板指涨1.82%报3388.34点,北证50涨5.35%报1605.77点。全市场成交额 36445亿元,较上日成交额放量4922亿元。 推动A股1月12日上涨的动力源自AI应用题材全线爆发,商业航天概念股持续发酵。 展望2026年,兴业基金认为,A股市场或将持续向好,科技预计仍是市场的核心主线。从全球视角来看,一方面,目前资本市场依旧处在相对有利的宏观 环境之中,主要经济体呈现稳健增长态势,宏观经济总体风险偏小;另一方面,全球利率环境也利于资本市场,绝大部分国家利率水平仍将维持偏低位 置,美联储在2026年仍有一定的降息空间。同时,根据目前已公布的数据,2026年美国人工智能相关资本开支仍会维持较高增速,科技股仍有望成为全球 资本市场的龙头板块。 来源:智通财经、市场公开信息 (文章来源:华夏时报) 板块题材上,AI应用、商业航天、脑机接口板块活跃,保险板块调整。 盘面上,AI应用板块走高,易点天下(30117 ...
A股收评:成交3.64万亿创新高!三大指数均涨超1%,沪指17连阳!AI应用、商业航天引爆市场
Ge Long Hui· 2026-01-12 07:13
Market Performance - The A-share market indices continued to rise, with the Shanghai Composite Index recording a 17-day winning streak, closing up 1.09% at 4165 points [1] - The Shenzhen Component Index increased by 1.75%, while the ChiNext Index rose by 1.82% [1] - The total market turnover reached a historical high of 3.64 trillion yuan, an increase of 492.2 billion yuan compared to the previous trading day, with over 4100 stocks rising [1] Sector Highlights - The AI application sector saw a significant surge, with various AI-related concepts leading the gains, including Kimi, Sora, and multi-modal AI, resulting in multiple stocks hitting the 20% daily limit up [1] - The commercial aerospace and satellite internet sectors also performed well, with over ten stocks, including China Satellite and Aerospace Electronics, hitting the daily limit up following the approval of 200,000 new satellite applications [1] - The software development sector experienced a boost, with Tianrun Technology hitting a 30% daily limit up [1] - Other sectors with notable gains included Beidou navigation, internet services, cultural media, online education, and 6G concepts [1] Underperforming Sectors - Insurance stocks declined, with China Pacific Insurance leading the losses [1] - The real estate development sector weakened, with Sanxiang Impression dropping over 6% [1] - The oil industry, glyphosate, and fertilizer sectors recorded declines [1] Top Gainers and Fund Flows - The internet sector led the gainers with a 9.81% increase, followed by cultural media at 8.96% and software at 7.75% [2] - The education sector rose by 5.94%, while aerospace and military industries increased by 5.82% [2]
午评:深成指、创业板指均涨超1% AI应用板块集体走强
Xin Hua Cai Jing· 2026-01-12 06:18
新华财经北京1月12日电A股三大指数1月12日震荡走强,沪指震荡拉升半日涨0.75%,深成指涨超1%, 创业板指探底回升,此前一度跌超1%。沪深两市半日成交额2.31万亿,较上个交易日放量2455亿。盘 面上,AI应用方向持续爆发,GEO、AI医疗方向领涨,值得买、光云科技等多股涨停;商业航天概念 延续强势,鲁信创投12天10板,金风科技5连板,通宇通讯4天3板;光伏概念表现活跃,东方日升触及 20cm涨停;零售概念走高,茂业商业2连板,三江购物、家家悦涨停。下跌方面,油气、煤炭等方向跌 幅居前。 截至午间收盘,沪指报4151.14点,涨幅0.75%,成交9153亿元;深证成指报14305.10点,涨幅1.31%, 成交13916亿元;创业板指报3366.71点,涨幅1.17%,成交7090亿元。科创50指数报1509.29点,涨幅 2.26%,总成交额约677亿元。 热点板块 海通证券:人形机器人产业发展加速。CES 2026 上,英伟达发布用于机器人学习推理的NVIDIA Cosmos和GR00T开放模型及数据,推出机器人评估平台Isaac Lab-Arena,以及简化机器人训练流程的 OSMO边缘到云计 ...
午评:沪指半日涨0.3%一度站上4100点,商业航天、AI应用方向持续爆发
Xin Lang Cai Jing· 2026-01-09 03:32
Market Overview - The three major indices collectively rose in early trading, with the Shanghai Composite Index up 0.3%, the Shenzhen Component Index up 0.57%, and the ChiNext Index up 0.1% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 20,819 billion yuan, an increase of 3,004 billion yuan compared to the previous day [1] - Over 2,300 stocks in the market experienced gains [1] Sector Performance - Leading sectors included AI applications, military equipment, commercial aerospace, smart healthcare, oil and gas extraction and services, computing power leasing, retail, precious metals, cross-border payments, and controllable nuclear fusion, all showing significant gains [1] - Underperforming sectors included banking, glyphosate, airport and shipping, brain-computer interface, cement, and agriculture [1] Notable Stocks - In the AI application sector, stocks such as Yidian Tianxia reached new highs, while Dongfang Mingzhu achieved three consecutive trading limits, and several media companies like Yingli Media and BoRui Media hit the daily limit [1] - The commercial aerospace and military equipment sectors continued their upward trend, with stocks like Galaxy Electronics achieving five consecutive trading limits and China First Heavy Industries achieving three consecutive trading limits [1] - Oil and gas stocks were active, with China Petroleum reaching the daily limit at the opening [1] Adjustments in Specific Sectors - The banking sector faced another round of adjustments, with stocks like Hangzhou Bank, Ningbo Bank, and Nanjing Bank experiencing declines [1] - The brain-computer interface sector also saw fluctuations, with multiple stocks such as Meihao Medical, Aipeng Medical, and Xiangyu Medical declining [1]
今天,A股又见4100点!
时隔多年,今天早盘,上证指数再度站上4100点。 上证指数上一次"见到"4100点,还是在2015年7月24日。截至发稿时,上证指数上涨0.56%,报4105.98点;深证成指上涨0.84%,创业板指上涨0.07%。 盘面上,AI应用、商业航天、多元金融等板块大涨。AI应用中,"AI+医生"、Sora概念、智谱AI等板块涨幅居前。 1月8日,北京智谱华章科技股份有限公司在香港联合交易所挂牌上市。今天,又一家大模型独角兽公司MiniMax登陆港股。 商业航天板块大涨,富士达、邵阳液压(301079)等个股大涨。 1月7日,中国首个海上回收复用火箭产能基地在杭州市钱塘区开工。项目总投资52亿元,建成后预计将具备年产25发火箭的规模化制造能力,并满足火箭 回收后快速检测、维修与复用的条件。 此外,近日,广州市人民政府办公厅印发《广州市加快建设先进制造业强市规划(2024—2035年)》,在运载火箭方面,聚焦攻关可重复使用火箭技术, 依托从化商业火箭液体动力系统试验中心及总装测试产业化基地,为中大型液体火箭研制提供坚实基础,未来将面向全国科研院所、企业和高校等开放共 享。推动南沙中科宇航液体火箭总装测试基地建设和黄埔 ...
沪指创10年新高,A50直线拉升,港股科网股大涨
21世纪经济报道· 2026-01-06 02:08
记者丨 黎雨桐 见习记者林健民 编辑丨曾静娇 6日,A股三大指数高开,截至9:50左右,沪指报4054.25点,突破2025年11月14日的阶段高点,刷新2015年7月底以来的新高。 | 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | 4054.25 | 13946.42 | 1723.70 | | +30.83 +0.77% +117.79 +0.85% +27.86 +1.64% | | | | 万得全A | 创业板指 | 北证50 | | 6599.79 | 3318.62 | 1482.88 | | +61.85 +0.95% +24.07 +0.73% +16.46 +1.12% | | | | 沪深300 | 中证500 | 中证A500 | | 4762.71 | 7745.80 | 5823.89 | | +44.97 +0.95% +94.61 +1.24% +60.59 +1.05% | | | | 中证1000 | 深证100 | 中证红利 | | 7818.17 | 5966.20 | 5538.87 | | +64.29 +0.83% | +37 ...
The best IPO stocks to watch in 2026
Finbold· 2025-12-31 11:24
This year has seen more than two hundred companies going public, and with some breakthrough innovators and established sector leaders likely to step into the public arena next year as well, 2026 is shaping up to be another landmark year for the equities market. Against this promising setup, Finbold has singled out two of the best IPO stocks to watch in 2026.1. SpaceXFor all intents and purposes, Elon Musk confirmed on December 10, 2025, that a SpaceX stock IPO would be coming soon. Even though the company i ...
雷电微力(301050.SZ):暂未涉及激光相关技术
Ge Long Hui· 2025-12-31 09:31
格隆汇12月31日丨雷电微力(301050.SZ)在互动平台表示,公司聚焦于微波技术领域,暂未涉及激光相 关技术。商业航天作为国家战略性新兴产业,为行业带来了良好的发展机遇。未来公司计划依托于多年 来的技术积淀、低成本的批产能力以及过往在航空航天领域的成熟应用经验,积极把握行业发展机遇, 为未来新市场布局筑牢基础。 ...