转自：智通财经 注：智通财经VIP为内容资讯产品，并非投资建议。以下内容仅为资讯价值展示非对相关公 司的推荐建议，非未来走势预测。投资有风险，入市需谨慎。 1月7日21:47《狙击龙虎榜》 追踪市场热点，指出顺灏股份持股的北京轨道辰光科技及其母公司北京星 辰未来空间技术研究院是北京太空数据中心建设的牵头单位，分别承担"总体设计部"和"建设运营商"责 任。顺灏股份在1月8日收获涨停。 《狙击龙虎榜》：揭秘游资模式，找寻资金背后的逻辑！ 市场热点一 商业航天 消息面上，据"钱塘发布"微信公众号消息，箭元科技中大型液体运载火箭总装总测及回收复用基地在浙 江钱塘破土动工。这标志着国内首个海上回收复用火箭产能基地，也是首个不锈钢火箭超级工厂正式启 航。 《研选》：从机构角度评选更有价值的研报。 1月8日07:02《研选》 精选商业航天研报，指出Starlink在全球7大洲连接超过900万活跃用户，手机直连 卫星业务初具规模，即将进入高速发展阶段，提及信维通信、航天环宇，1月8日收盘，信维通信大涨 13.71%，航天环宇涨7.95%。 《盘中宝》：盘中有「宝」，快人一步！ 1月5日 09:01《盘中宝》 发文并引用分析师 ...

每经编辑｜许绍航 1月8日，亚太市场多数回落，日经225指数收跌1.63%，A股、港股回调。美股股指期货也同步下行；贵金属跳水，国内商品期货多数收跌。 具体来看，A股方面，截至收盘，沪指跌0.07%，深成指跌0.51%，创业板指跌0.82%，富时中国A50指数跌近1%。沪深两市成交额2.8万亿元，较上一个交 易日缩量538亿元，成交额连续4个交易日超2.5万亿元。盘面上，市场热点快速轮动，全市场超3700只个股上涨，其中111只个股涨停。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 科创综指 | | 4082.98 | 13959.48 | 1766.57 | | | -2.79 -0.07% -71.08 -0.51% +19.84 +1.14% | | | 万得全A | 创业板指 | 北证50 | | 6659.21 | 3302.31 | 1508.38 | | | +5.11 +0.08% -27.39 -0.82% +12.10 +0.81% | | | 沪深300 | 中证500 | 中证A500 | | 4737.65 | ...

| | 沪股通 ( | 1月8日 | ) | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 688256 | 惠武纪 | 34.09 | | 2 | 668109 | 紫等时,不 | 25.08 | | 3 | 688041 | 海米信息 | 24.43 | | 4 | 601138 | 工业富联 | 18.19 | | 5 | 601318 | 中国平安 | 17.48 | | 6 | 603986 | 兆易创新 | 15.34 | | 7 | 615009 | 贵州茅台 | 12.32 | | 8 | 600030 | 中信证券 | 11.55 | | 9 | 688012 | 中微公司 | 11.39 | | 10 | 601600 | 中国铝业 | 10.59 | | | 深胺通( | 1月8日 | ) | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 300750 | 宁德时代 | 42.31 | | 2 | 002475 | 立讯精密 | 32.36 | | 3 | 300308 | 中 ...

龙虎榜方面，商业航天概念今日集体爆发，人气股金风科技尾盘涨停晋级3连板，获一家实力游资（中国银河证券大连黄河路）大幅净买入3.79亿。航天电 器获多路资金青睐，获深股通买入0.95亿，两家机构买入3.58亿，两家一线游资（华鑫证券上海宛平南路、中泰证券湖北分公司）分别买入2.59亿、0.73亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1484.13亿，深股通总成交金额为1763.44亿。 | | 沪股通 ( | 1月8日 ) | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 688256 | 寒武纪 | 34.09 | | 2 | 668109 | 三十四年薪 | 25.08 | | 3 | 688041 | 海光信息 | 24.43 | | 4 | 601138 | 工业富联 | 18.19 | | 5 | 601318 | 中国部安 | 17.48 | | 6 | 603986 | 兆易创新 | 15.34 | | 7 | 615009 | 贵州茅台 | 12.32 | | 8 | 600030 | 中信证券 | ...

Market Overview - A-shares showed mixed performance on the 8th, with the Shanghai Composite Index experiencing narrow fluctuations and closing down 0.07% at 4082.98 points, while the ChiNext Index fell 0.82% [1] - The STAR Market Index rose strongly, gaining 0.82%, and the total trading volume in the Shanghai and Shenzhen markets was approximately 2.83 trillion yuan, a decrease of about 550 billion yuan from the previous day [1] Commercial Aerospace Sector - The commercial aerospace concept saw a significant surge, with over 3700 stocks in the A-share market closing in the green and more than 110 stocks hitting the daily limit [3] - Notable stocks included Qian Zhao Guang Dian and Pu Ni Test, which quickly reached their daily limit, while Jin Feng Technology achieved a three-day limit increase [5] - The launch of a large liquid carrier rocket assembly and recovery reuse base project in Hangzhou marked a significant development in China's commercial aerospace sector [6] Controlled Nuclear Fusion Sector - The controlled nuclear fusion concept was active, with stocks like Ha Han Hua Tong and Tian Li Composite seeing gains of over 12% and 10% respectively, with several stocks hitting their daily limit [9] - Recent breakthroughs in controlled nuclear fusion technology were reported, including the confirmation of the existence of a density-free zone in the Tokamak, which is crucial for high-density operation [10] - The upcoming 2026 Nuclear Fusion Energy Technology and Industry Conference aims to promote collaboration and innovation within the nuclear fusion industry [11] Industrial Software Sector - The industrial software concept gained traction, with stocks such as Han De Information and Bao Xin Software seeing significant increases, with Han De Information rising over 13% [13] - The Ministry of Industry and Information Technology and other departments issued a joint opinion to enhance the integration of artificial intelligence and manufacturing, which is expected to drive growth in the industrial software sector [15] - The government is expected to support the industrial software industry through policies and funding, indicating a potential rapid development phase for the sector [15]

Market Overview - The market experienced narrow fluctuations, with the Shanghai Composite Index down 0.07%, the Shenzhen Component Index down 0.51%, and the ChiNext Index down 0.82% [1] - The trading volume in the Shanghai and Shenzhen markets was 2.8 trillion yuan, a decrease of 53.8 billion yuan compared to the previous trading day, marking the fourth consecutive day with trading volume exceeding 2.5 trillion yuan [2] Sector Performance - The military industry sector saw significant gains, with military equipment and electronics rising over 4%, leading the market. Notable stocks included Hailanxin and Aerospace Hongtu, both hitting the 20% limit up [5][6] - The commercial aerospace sector also performed strongly, with over twenty stocks hitting the limit up, including Luxin Investment, which achieved eight limit ups in ten days [11][12] - The brain-computer interface concept continued to show strength, with stocks like Innovation Medical and Puli Te hitting four consecutive limit ups [3] - The controllable nuclear fusion concept was active, with companies like China First Heavy Industries and China National Machinery Industry Corporation seeing two consecutive limit ups [3] Military Industry Insights - The military sector's surge was attributed to a strong opening, with stocks like Hailanxin and Aerospace Hongtu quickly reaching the limit up. The U.S. military budget proposal by Trump, suggesting an increase to 1.5 trillion dollars, is expected to bolster the military sector [6][10] - Analysts from Dongfang Securities anticipate a new phase of equipment construction planning, highlighting the value of military stocks in the context of domestic and international demand [10] Commercial Aerospace Developments - The commercial aerospace sector remains hot, with companies like Andong Electric and Qianzhao Optoelectronics hitting the limit up. The sector is supported by recent policy announcements and advancements in reusable rocket technology [11][16] - Analysts believe that the commercial aerospace theme is entering a warming phase, with significant developments expected in satellite internet and frequent launch activities [16] Controllable Nuclear Fusion Advancements - The controllable nuclear fusion sector is gaining momentum, with over ten stocks hitting the limit up following breakthroughs in fusion technology by Chinese research institutions [17][20] - The global nuclear fusion market is projected to approach 3.5 trillion yuan by 2030, with significant investment growth observed in the past five years [20] - Analysts from CITIC Securities note that the focus is shifting towards the engineering and commercial viability of fusion technology, with substantial investment opportunities emerging in the upstream sector [20]

格隆汇1月8日丨张江高科(600895.SH)在投资者互动平台表示，公司通过参股基金张江燧锋基金投资了 蓝箭航天空间科技股份有限公司，具体信息请详参考蓝箭股份官方渠道公告。 ...

盘面上，商业航天概念持续大涨，航天宏图、天箭科技、航天科技、神剑股份、通宇通讯、航天南湖、 九鼎新材、巨力索具、航天信息、银河电子、金风科技、中衡设计等超20股涨停；脑机接口概念反复活 跃，创新医疗、爱朋医疗、港通医疗、塞力医疗、鹭燕医药、南京熊猫等涨停；可控核聚变概念再次走 高，融发核电、中国核建、中国一重、内蒙一机、国机重装、弘讯科技等涨停；人工智能概念震荡走 高，宝信软件、国际实业、华东数控、派斯林、直真科技、南兴股份、久其软件等涨停；量子科技异动 拉升，志特新材、航天电子涨停；下跌方面，有色金属概念走弱。 1月8日，A股三大指数集体调整，截至收盘，沪指跌0.07%，深成指跌0.51%，创业板指跌0.82%，北证 50指数涨0.81%，沪深京三市成交额28262亿元，较上日缩量553亿元，三市超3700只个股飘红。 ...

1月8日午后，亚太市场多数回落，日经225指数收跌1.63%，A股、港股回调。美股股指期货也同步下行；贵金属、有色金属市场全线跳水，国内商品期货 多数收跌。 | 日经225 | 韩国综合 | 新加坡海峡 | | --- | --- | --- | | 51117.26 | 4552.37 | 4732.47 | | -844.72 -1.63% +1.31 +0.03% -15.15 -0.32% | | | | 澳洲标普200 | 印度 | MSCI台湾 | | 8720.80 | 84371.14 | 1205.57 | | +18.20 +0.21% | -590.00 -0.69% | -4.93 -0.41% | | 上证指数 | 深证成指 | 恒生指数 | | 4082.98 | 13959.48 | 26074.90 | | -2.79 -0.07% -71.08 -0.51% -384.05 -1.45% | | | 其中，A股创业板指盘中跌超1%，截至收盘，跌幅收窄至0.82%。沪深两市成交额2.83万亿元，缩量553亿元，连续4个交易日超2.5万亿元。全市场超3700 只个股上涨，1588 ...

Group 1 - The Chinese space station has initiated an in-orbit experiment on lithium-ion batteries, with astronauts from the Shenzhou 21 mission participating in the project [2] - MicroPort Robotics has successfully completed the world's first animal experiment of a "large model autonomous surgery," marking a significant advancement in AI applications in the medical field [2] - Japan is working on creating a domestic version of the "Starlink" system to establish a low-orbit satellite constellation for independent communication services [2] Group 2 - Starry Sky Power has announced a patent for a method and device for assembling multiple satellites with a single rocket, aimed at improving assembly efficiency and reducing launch time [2]