A股三大指数集体下跌，截至午间收盘，沪指跌0.11%报3884.93点，深证成指跌0.71%，创业板指跌 1.29%，北证50跌0.36%。全市场成交额11985亿元，较上日成交额缩量577亿元，超2600股上涨。盘面 上，生育政策迎利好，乳业板块全线上涨；控量消息刺激飞天茅台价格跳涨，白酒股反弹；保险、零 售、钢铁板块逆势上涨。影视院线、AI手机、CPO概念等板块跌幅居前。 ...

A股开盘，三大指数集体低开，沪指跌0.21%报3901.13点，深证成指跌0.20%，创业板指跌0.26%。盘面 上，现货白银升破61美元续创历史新高，带动黄金白银股上涨；零售、乳业板块高开，部分CPO概念股 调整。中科曙光竞价一字跌停，海光信息跌超3%，双方终止千亿元换股合并计划。 ...

A股三大指数今日涨跌不一，截至收盘，沪指跌0.37%报3909点，深证成指跌0.39%，创业板指涨0.61%，北证50指数跌1.72%。全市场成交额1.92万亿元，较 前一交易日缩量1340亿元，超4000股下跌。 盘面上，海南板块走低，新大洲A跌停；医药商业板块下挫，瑞康医药、海王生物跌停；贵金属板块走弱，中金黄金领跌；磷化工板块震荡下行，罗平梓电 跌近6%；煤炭、钢铁、汽车拆解及锂矿概念等跌幅居前。另外，纳米银板块走高，英唐智控涨超11%；CPO概念反复活跃，德科立20CM涨停；商业百货板 块走高，永辉超市、中央商场等多股涨停；激光雷达、彩票概念及乳业等板块涨幅居前。(格隆汇) | 上证指数 | 深证成指 | 北证5C | | --- | --- | --- | | 3909.52 | 13277.36 | 1401.7 | | -14.56 -0.37% -52.63 -0.39% -24.51 -1 | | | | 科创20 | 创业板指 | 万得全/ | | 1347.11 | 3209.60 | 6280.7 | | -3.69 -0.27% +19.33 +0.61% -34.77 -0 | | ...

来自国盛证券的最新点评指出，所有科技进展仍然指向算力，Gemini3.0PRO跃迁式进展、 DeepSeekV3.2进展迅速但指出不管预训练、后训练有更多算力会更进步，字节手机展现出超级自定义 Agent场景，可能其他巨头不会再沉得住气。上述事件，对国内资本支出是好事，全行业支出有望进一 步提升，服务器链、AIDC链、算力服务链是明确利好。 对模型进步与应用形成亦是积极因子，DeepSeek证明国内厂商各类创新实际非常多，在有限算力情况 下仍然颇有亮点，更多的算力有可能带来更多的惊喜。另外，自主国产仍然是大浪潮，实际上H200也 是在RUBIN、BLACKWELL后2代，且国产顶尖厂商进步迅速，相信会快速逼近H200。且自主国产是保 证持续供应链稳定的基础，这也是产业、政策方的重点考虑因素，供参考。 外围的扰动 CPO再度杀疯！ 继昨日（12月8日）疯狂抢筹之后，今日（12月9日）早盘，算力板块再度大爆发，CPO概念头半个小时 成交近500亿元，中际旭创、新易盛、胜宏科技等大幅拉升，并带领创业板指走强。 消息面上，据环球网援引路透社、彭博社等媒体报道，美国总统特朗普当地时间12月8日在社交媒体上 发文宣布，美 ...

CPO概念股又爆了！ 今早，开盘第1个小时，CPO板块成交达到了约1100亿元，而整个板块几乎是全线上扬，板块指数涨幅超过 5%。其中，天孚通信更是一度20%封板，东田微20%封死涨停，源杰科技涨超10%，长光华芯、仕佳光子、中 际旭创、永鼎股份涨超7%，股价均创出历史新高。"易中天"再加胜宏科技早盘成交超过400亿元。 分析人士认为，一方面，当下，年报进入预热期，算力板块业绩相对确定，可能有资金提前抢路；另一方面， 近期算力利好不断，除谷歌外，亚马逊又发布Trainium3，基于3纳米制程打造，性能较Trainium2提升4倍，能 效提升40%。泡沫论也被打破。 抢筹行情上演 早盘，CPO概念股爆发，天孚通信触及20%涨停，光库科技、长光华芯、源杰科技、联特科技等多股涨逾 10%。一共有17只股票涨停或涨幅超过10%。该板块第一个小时即出现明显放量，成交金额达到了约1100亿 元。板块指数更是一度大涨超5%，抢筹格局非常明显。 近期，算力行业利好不断。国内，DeepSeek V3.2正式版发布，强化Agent能力，融入思考推理。在公开的推理 类Benchmark测试中，DeepSeek-V3.2达到了GPT ...

每经AI快讯，12月5日，上证指数午盘涨0.08%，创业板指涨0.47%。CPO概念股爆发，福建本地股反复 活跃，超导、特高压、6G、光伏指数涨幅居前。摩尔线程大涨416.79%；银行、地产、医药行业跌幅靠 前。 ...

Market Overview - The A-share market showed mixed results with the Shanghai Composite Index down by 0.15% closing at 3864 points, while the Shenzhen Component Index rose by 1.02% and the ChiNext Index increased by 2.14% [1][2] - The total market turnover was 1.8 trillion yuan, a decrease of 29 billion yuan compared to the previous trading day, with nearly 3600 stocks declining [1] Sector Performance - The pharmaceutical retail sector saw significant gains, with stocks like Huaren Health and Ruikang Pharmaceutical hitting the daily limit [2][4] - The CPO concept stocks were active, with Yongding Co. and Zhongji Xuchuang reaching their daily limit, while other related stocks also saw substantial increases [2][6] - Retail stocks surged, with companies such as Dongbai Group and Guoguang Chain hitting the daily limit, and Guofang Group rising over 9% [8] Notable Stocks - In the pharmaceutical sector, stocks like Guangdong Wannianqing and Huaren Health saw increases of 20% and 20% respectively, while Haiwang Biological and Taida Co. also performed well [5][4] - CPO concept stocks like Changguang Huaxin and Saiwei Electronics saw increases of 20% and over 16% respectively [6][7] - Retail stocks such as Dongbai Group and Guoguang Chain experienced gains of 10% [9] Industry Trends - The flu-related stocks have shown a notable increase in interest, with a reported over 500% increase in the number of buyers for antiviral drugs [5] - The Ministry of Industry and Information Technology announced a commercial trial for satellite IoT services, which is expected to enhance market supply and stimulate industry growth [10] Future Outlook - Analysts suggest that the A-share market may see upward momentum in 2026, driven by policy support and high earnings growth in certain sectors [14] - Key investment opportunities are identified in sectors undergoing "new and old kinetic energy" transitions and those focusing on domestic demand and consumption [14]

Market Overview - The market appears to be thriving with major indices rising, particularly the ChiNext index which surged nearly 3% [1] - Over 2,800 stocks increased in value, with 66 stocks hitting the daily limit up [1] Market Dynamics - Despite the apparent market rally, only about 40% of stocks outperformed the index during a previous rally, indicating that many investors are lagging behind in relative returns [3] - The phrase "the most dangerous thing in a bull market is earning too little" highlights the risk of not accumulating enough gains before market corrections occur [3] Investment Strategies - Many investors mistakenly believe stock trading is merely about guessing price movements, often chasing trends without understanding institutional positioning [4] - Institutional investors have been quietly accumulating stocks since 2022, leading to significant price increases over three years, contrary to public sentiment [6] Market Signals - The market often misleads with K-line patterns and delayed news; however, monitoring fund flows provides a more accurate picture of market sentiment [8] - The presence of sustained institutional buying is crucial, as single-day surges may be driven by speculative trading rather than genuine interest [11] Survival Guidelines for Investors - Investors should disregard personal biases regarding stock valuations, as market movements are not influenced by individual opinions [9] - Continuous funding consensus is essential; significant price increases without ongoing capital inflow may not be sustainable [11] - Utilizing quantitative tools for analysis is recommended, as they provide objective insights into market conditions [11]

Core Viewpoint - The article highlights the strong performance of stocks with consecutive trading limits, with a promotion rate exceeding 50%, indicating a robust market sentiment despite some individual stock suspensions [1] Group 1: Stock Performance - A total of 85 stocks hit the daily limit, with 25 consecutive limit-up stocks, and 12 of these achieved three or more consecutive limits [1] - The promotion rate for consecutive limit stocks is 57.14%, excluding ST and delisted stocks [1] - Notable stocks include Pingtan Development, which achieved a limit-up for 14 consecutive trading days over 22 days, and Furi Shares, which reached an 8-day consecutive limit [1] Group 2: Sector Highlights - The lithium battery sector remains active, with lithium mining stocks leading the gains [1] - Guocheng Mining (rights protection) achieved 4 limit-ups in 6 days, while Dazhong Mining recorded 3 consecutive limits [1] - Ganfeng Lithium's chairman indicated that if lithium carbonate demand growth exceeds 30% next year, prices could surpass 150,000 yuan per ton [1] Group 3: Market Reactions - The CPO concept stocks experienced a rebound, with Tengjing Technology hitting the limit-up and several other companies showing significant gains [1] - Nvidia is set to hold an earnings conference on November 19, which may influence market sentiment [1]

Market Overview - The A-share market experienced a collective decline, with the Shanghai Composite Index falling by 0.97% to 3990 points, the Shenzhen Component down by 1.93%, and the ChiNext Index decreasing by 2.82% [1] - The total market turnover was 1.98 trillion yuan, a decrease of 853 billion yuan compared to the previous trading day, with over 3300 stocks declining [1] Sector Performance - The storage chip and HBM sectors saw significant declines, with multiple stocks dropping over 10% [1] - The semiconductor sector also faced downturns, with stocks like Yibaiwei Storage and Jiangbolong falling over 10% [3] - The precious metals sector declined, with companies like Shanjin International dropping over 3% [4] - The Hainan sector surged, with stocks such as Hainan Mining and Kangzhi Pharmaceutical hitting the daily limit [5] - The gas sector rose, with stocks like Shouhua Gas and Guo Neng New Energy reaching the daily limit [6] Specific Stock Movements - The AI computing chip sector saw declines, with Hengsuo Co. dropping over 8% and several others falling more than 5% [2] - The semiconductor sector's decline was influenced by news regarding Anshi Semiconductor's clients seeking solutions to disputes with Chinese packaging plants [3] - The precious metals sector's performance was affected by recent statistics from the China Gold Association, indicating a 3.60% year-on-year increase in gold production [4] - The Hainan Free Trade Port's upcoming full closure in December 2025 is expected to drive growth in the Hainan sector [5] - The gas sector's rise was supported by favorable weather conditions and government policies encouraging investment in oil and gas infrastructure [6] Investment Outlook - The current A-share market is at a critical transition point, with a recommendation for balanced allocation strategies focusing on cyclical and technology sectors [7]