炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 今日（12月29日）早盘，A股整体小幅上扬，上证指数连续第9日走强，深证成指、科创50、北证50等 也微幅飘红，创业板指则微幅飘绿。下跌个股远多于上涨个股，成交保持平稳。 盘面上，航天设备、风电设备、石油化工、PEEK材料等板块涨幅居前，玻璃玻纤、一般零售、汽车服 务、酒店餐饮等板块跌幅居前。 航天产业再迎利好 消息面，上周末，上交所发布《发行上市审核规则适用指引第9号——商业火箭企业适用科创板第五套 上市标准》，支持正处于大规模商业化关键时期的商业火箭企业，适用第五套上市标准登陆科创板。 《指引》指出，发行人的核心技术产品，应当属于国家商业航天领域科技创新战略和相关产业政策鼓励 支持的范畴，主营业务为商业火箭自主研发、制造和提供航天发射服务。承担国家任务、参与国家工程 项目的商业火箭企业予以优先支持。 今年6月，证监会发布实施《关于在科创板设置科创成长层增强制度包容性适应性的意见》明确，扩大 第五套标准适用范围，支持人工智能、商业航天、低空经济等更多前沿科技领域企业适用科创板第五套 上市标准。 在政策持续扶持下，据Wind统计，截至目 ...

2025年12月，《福布斯》杂志发布了一组数据：这一年，全球十大富豪的财富总共增长了7000多亿美元。而其中最令人瞠目的是，仅埃隆·马 斯克一人的身价就暴涨了3300多亿。这个数字比排名第二的拉里·佩奇的全部身家还要多出700亿美元。 这组数字背后，隐藏着一个更加复杂的图景。对马斯克而言，2025年注定不是轻松的一年：特斯拉的增长势能放缓、马斯克的政治光环逐渐褪 色、有关他的公共舆论场的争议愈发频繁。几乎所有熟悉的信号都在暗示：马斯克正在走入一个危险的拐点。 也正是在这样的背景下，《福布斯》发布的富豪榜给出了一个反直觉的答案。面对质疑声的叠加、市场耐心的消耗以及现实层面的多重压力， 马斯克并未如许多人预期的那样"失速"。 当特斯拉财报未达华尔街预期时，市场与街头情绪短暂形成共振：抗议人群在展厅外欢呼，仿佛将一家上市公司的业绩下滑，被解读为马斯克 政治选择所付出的代价。 2025年夏季，马斯克和特朗普矛盾和冲突升级。7月，马斯克在 X 上发布多条措辞激烈的帖文，直接激怒了特朗普，他公开将其形容为"一场 彻头彻尾的脱轨灾难"，双方关系彻底破裂。 相反，他依然站在风暴中心。财富的天文数字增长与现实困境的强烈反差，引 ...

（上接1版） 未来产业争相奔赴A股市场 10月28日，禾元生物、西安奕材、必贝特等3家公司在上交所集体上市。由此，科创板科创成长层迎来 首批新注册企业上市，资本市场服务科技创新进入新阶段。 这样热闹的时刻，在2025年的A股IPO市场，并不罕见。摩尔线程头顶"国产GPU第一股"的光环，扎根 日益增长的算力需求，以全栈式技术布局打造国产GPU"护城河"；沐曦股份为AI自主可控筑基石，自主 研发的训推一体芯片曦云C500已实现量产；百奥赛图构建了超过百万条实验级全人抗体序列，用自主 搭建的技术平台为全球新药研发铺路搭桥……一家家硬科技公司的上市，让资本市场服务科技创新跑出 了"加速度"，A股市场含"科"量由此进一步提升。 "我们感受到，2025年以来A股IPO市场在制度稳定、审核节奏优化以及市场预期逐步修复的背景下，呈 现出明显回暖态势。这一变化对于科技创新型企业，尤其是研发周期长、投入强度高的生物医药企业而 言，具有积极意义。"百奥赛图副总经理、董事会秘书王永亮表示。 在王永亮看来，A股市场对"硬科技""真创新"的支持导向正在进一步强化。IPO市场的回暖有助于引导 更多长期资金进入生物医药领域，支持原创技术和源 ...

Stanley Black & Decker, Inc. (NYSE:SWK) is one of the stocks Jim Cramer shared his take on. Cramer highlighted the company’s latest deal with Howmet, as he commented: “Finally, there’s the everybody wins kind of M&A. This morning, Stanley Black & Decker sold its aerospace manufacturing business, consolidated aerospace manufacturing to Howmet, a crackerjack aerospace company, for $1.8 billion in cash. This is a terrific deal for Stanley Black & Decker shareholders… because that company needs to repair its ...

Core Insights - The article discusses the shift in power supply strategies among tech giants, who are increasingly turning to aviation engines and diesel generators for emergency power due to long wait times for grid access, which can extend up to 7 years [2][6] - Companies like GE Vernova and Cummins are experiencing significant increases in demand for their power generation solutions, with GE Vernova reporting a one-third increase in orders for aviation-derived turbines [3][8] Group 1: Market Trends - There is a notable increase in orders for aviation-derived turbines as manufacturers aim to bypass the grid and provide direct power to data centers [2][3] - The demand for on-site power generation solutions is reshaping the power equipment market, with developers willing to incur higher costs to avoid delays in grid access [2][6] Group 2: Company Developments - GE Vernova is supplying aviation-derived turbines to data center developers, expected to provide nearly 1 gigawatt (GW) of power for projects involving OpenAI, Oracle, and SoftBank [3] - Cummins has sold over 39 gigawatts (GW) of power equipment to data centers this year, nearly doubling its capacity [8] Group 3: Economic and Environmental Considerations - The cost of on-site power generation is approximately double the industrial average, raising concerns about increased carbon emissions due to lower efficiency [10][11] - Regulatory changes are emerging, with suggestions to utilize existing backup generators to strengthen the grid, indicating a shift in how power generation is approached [9]

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Core Insights - Vertical Aerospace Ltd. is recognized as a promising emerging technology stock, with a price target increase from Needham to $11 from $9, maintaining a Buy rating [1] - The company has made significant advancements in its electric vertical take-off and landing (eVTOL) aircraft, particularly with the introduction of its new model, Valo [2][3] Group 1: Company Developments - Vertical Aerospace unveiled Valo, a new commercial eVTOL aircraft, which features an advanced aerodynamic design and incorporates feedback from global airline partners [2] - Valo is engineered to achieve a range of up to 100 miles and speeds of 150 mph, with a focus on zero operating emissions [3] - The aircraft aims for airliner-level safety certification by 2028, marking a significant milestone in the UK's aerospace industry [3] Group 2: Economic Impact - Vertical Aerospace's operations are projected to contribute £3 billion annually to the UK economy and create over 2,000 high-skilled jobs by 2035 [3] - Early commercial routes for Valo are expected to target high-demand connections between airports and city centers [3] Group 3: Execution Strengths - Needham's site visit to Vertical Aerospace's facilities in the UK highlighted the company's strong execution capabilities in both near-term and long-term milestones [1][3] - The development of Valo involved collaboration with industry leaders such as Honeywell, Syensqo, and Aciturri, enhancing its technological foundation [2]

Market Outlook - The A-share market is expected to continue a structural opportunity-driven volatile market approach as the year-end trading concludes, with key signals from trading volume [1][5] - The focus is on sectors with low holding concentration and potential for long-term ROE improvement, such as commercial aerospace and other trending themes [1][5] Fiscal Policy - The National Fiscal Work Conference has decided to continue implementing a more proactive fiscal policy in 2026, which includes expanding fiscal spending, optimizing government bond tools, and enhancing the effectiveness of transfer payments [2] Industrial Profit - From January to November, the total profit of large-scale industrial enterprises reached 66,268.6 billion yuan, showing a year-on-year growth of 0.1%, with cumulative growth maintained for four consecutive months since August [3] ETF Market - The total scale of domestic ETFs has reached a historical high of 6.03 trillion yuan, with stock ETFs exceeding 3.8 trillion yuan and cross-border ETFs over 930 billion yuan [4] Investment Strategies - Citic Securities suggests a focus on sectors with low holding concentration and rising market attention, such as chemicals, engineering machinery, and new energy, while also monitoring the trend of RMB appreciation [5] - Industrial sectors benefiting from RMB appreciation include AI hardware, advantageous manufacturing, and non-ferrous metals, as well as upstream resource products like steel and chemicals [6] - China Galaxy emphasizes that trading volume will be a key signal for market trends, recommending defensive sectors and focusing on new production capabilities in AI, renewable energy, and aerospace [7] Economic Expectations - The low-altitude economy is highlighted as a key investment theme, with expectations for a spring market rally in 2026 driven by stable macroeconomic conditions and abundant global liquidity [8] - Investment in infrastructure and real estate is anticipated to drive cyclical price increases, while service consumption is also recommended as a focus area [8]

Core Viewpoint - A class action securities lawsuit has been filed against Firefly Aerospace Inc. due to alleged securities fraud affecting investors who purchased shares during the company's IPO and subsequent period [1][2]. Group 1: Lawsuit Details - The lawsuit aims to recover losses for investors who acquired Firefly common stock during its IPO on August 7, 2025, and those who purchased securities between August 7, 2025, and September 29, 2025 [2]. - The complaint alleges that Firefly overstated demand and growth prospects for its Spacecraft Solutions offerings and the operational readiness of its Alpha rocket program, which could have a material negative impact on the company [3]. Group 2: Next Steps for Investors - Investors who suffered losses during the relevant time frame have until January 12, 2026, to request to be appointed as lead plaintiff, although participation in any recovery does not require serving as a lead plaintiff [4]. - Class members may be entitled to compensation without any out-of-pocket costs or fees [4]. Group 3: Legal Representation - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders and being recognized as one of the top securities litigation firms in the United States [5].

BREAKING: Stock Market Closes With Solid Weekly Gains Today's Spotlight Leaderboard New Year's Sale Get a head start on your 2026 investing resolutions with 1 month of Leaderboard for only $29. Join IBD Live to watch and discuss the market action in real time with a team of top market analysts. Is the Santa Claus Rally Real? Something big may be coming to town—check out IBD's guide to the Santa Claus Rally. More News (© Chris Gash) Next Data Center Roadblock For Google, Microsoft, Oracle, Meta Is On Main St ...