摩尔线程猛拉超12%，股价突破700元创新高，总市值超3300亿元。摩尔线程12月9日宣布，即将发布新一代GPU架构，推出涵盖产品体系、核心技术及行 业解决方案的完整布局，分享多领域落地案例与生态建设进展。 算力硬件概念股走弱，中科曙光（603019）一字跌停，市值报1319亿元，多只相关股票跟跌。 10日，A股三大指数集体低开。截至9：45左右，上证指数跌0.7%，深证成指跌超1%，创业板指跌超2%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3882.13 | 13126.21 | 1383.56 | | -27.39 -0.70% | -151.15 -1.14% | -18.17 -1.30% | | 科创50 | 创业板指 | 万得全A | | 1318.56 | 3143.67 | 6230.82 | | -28.54 -2.12% | -65.93 -2.05% | -49.89 -0.79% | 12月9日晚，海光信息与中科曙光相继宣布，公司于2025年12月9日召开董事会，审议通过了《关于公司终止重大资产重组的议案》，同意终止海光信息通 过向中 ...

记者丨黎雨桐 编辑丨金珊 10日，A股三大指数集体低开。截至9：45左右，上证指数跌0.7%，深证成指跌超1%，创业板指跌超2%。 摩尔线程猛拉超12%， 股价突破700元创新高，总市值超3300亿元。 摩尔线程12月9日宣布，即将发布新一代GPU架构，推出涵盖产品体 系、核心技术及行业解决方案的完整布局，分享多领域落地案例与生态建设进展。 | 资料 | 成分 | 资讯 | 相关基金 | 月度收益 | | --- | --- | --- | --- | --- | | 中科曙光 | | 90.12 | -10.00% | 0.00% | | 603019.SH | | | | | | 睿能科技 | | 26.98 | -5.00% | -0.07% | | 603933.SH | | | | | | 江波龙 | | 258.98 | -4.21% | -2.09% | | 301308.SZ | | | | | | 浪潮信息 | | 61.88 | -3.88% | -0.72% | | 000977.SZ | | | | | | 朗科科技 | | 26.73 | -2.91% | -0.85% | | 30 ...

12月10日，A股三大股指集体小幅低开。其中，沪指跌0.21%报3901.13点，深成指跌0.2%报13251.27 点，创指跌0.26%报3201.38点。 从盘面上看，算力硬件概念股走弱，海光信息终止换股吸收中科曙光，中科曙光跌停，海光信息跌逾 3%。零售股走强，福建本地股持续发酵。 两融方面，两市融资余额增加101.79亿元，合计24853.59亿元。 汇率方面，人民币对美元中间价报7.0753，调升20个基点。 Wind统计显示，两市及北交所共1514只股票上涨，3055只股票下跌，平盘有883只股票。 资金方面，央行公开市场开展1898亿元7天期逆回购操作，操作利率1.40%。Wind数据显示，今日793亿 元逆回购到期，当日实现净投放1105亿元。 ...

消息面：美联储12月降息25个基点的概率为89.4%，维持利率不变的概率为10.6%。日本20年期国债收 益率上升0.5个基点至2.955%，创历史新高。 欢迎您在评论中分享自己的看法，大家一起学习和讨论。 算力硬件概念高开高走再度爆发，其中胜宏科技涨近9%，德科立20cm涨停。福建板块延续强势，其中 安记食品6连板，舒华体育4连板，东百集团、厦门港务双双3连板。零售板块表现活跃，其中茂业商 业、中央商场相继涨停。 海南本地股低开低走集体大跌，截止午盘下跌3.05%，其中新大洲A跌停，欣龙股份、康芝药业、海南 海药等多股跌幅在6%上方。有色金属板块震荡走弱，其中中国中冶触及跌停。煤炭、化肥、稀缺资 源、钢铁等行业板块紧随其后，且跌幅均在1%上方。 三大指数延续分化，沪指和深成指围绕中轴窄幅盘整，截止午盘沪指下跌0.13%，深成指上涨0.09%， 创业板指低开高走后维持在中轴上方，截止午盘上涨1.07%。两市合计超3500只个股下跌，合计成交额 1.26万亿。 ...

中信建投研报表示，近期AI产业链催化事件频发，包括谷歌新模型性能提升及TPU能力展示、DeepSeek V3.2发布、亚马逊Trainium3推出，以及摩尔线程上市后市场热情高涨。同时，英伟达、阿里、AMD等 公司否认AI泡沫，凸显AI良好前景。当前世界正处于AI产业革命中，影响深远，须以长期视角观察， 对AI带动的算力需求和应用持乐观态度。 寒武纪股价再超贵州茅台 CPO概念板块指数日K线图 张大伟 制图 ◎记者 徐蔚 12月9日，A股市场呈现指数震荡分化、板块强弱分明的格局。三大股指集体小幅低开后冲高，早盘走 出"沪弱深强"态势，午后市场走弱导致深成指转跌，创业板指凭借算力硬件主线的支撑逆势收涨，走出 四连阳。截至收盘，上证指数跌0.37%，深证成指跌0.39%，创业板指涨0.61%。全市场成交1.92万亿 元，较前一个交易日缩量1340亿元。 盘面上，算力硬件产业链强势领涨，CPO概念股批量创历史新高；周期类板块集体回调。个股方面，寒 武纪股价再度超越贵州茅台，登顶A股"股价一哥"宝座。摩尔线程午后震荡拉升，总市值逼近3000亿 元。 算力硬件股持续走强 12月9日，算力硬件概念全线走强，CPO概念领涨 ...

Core Viewpoint - The market experienced fluctuations with mixed performance across the three major indices, while sectors such as computing hardware, commercial aerospace, Fujian, and retail showed active performance [1][11]. Market Overview - Over 4,000 individual stocks declined, with total market turnover at 1.9 trillion, a decrease of 132.7 billion compared to the previous day [2][12]. Sector Trends 1. Commercial Aerospace - The "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace" has been issued, benefiting companies like Aerospace Electromechanical, Reco Defense, Aerospace Development, Qianzhao Optoelectronics, Aerospace Science and Technology, Shunhao Co., and Superjet Co. [3][13]. 2. Computing Hardware - Trump approved Nvidia's export of H200 chips to China, with a 25% additional fee condition. This led to a broad increase in related stocks such as Dekoli, Zhishang Technology, Fuzhen Technology, International Composite Materials, Tianfu Communication, Taicheng Light, and Dongtian Micro [5][16]. - The H200 chip, set for mass production in the first half of 2024, is superior to domestic alternatives but is considered an older generation product. Nvidia is projected to hold a 42% market share in China's AI server chip market by 2025, primarily for training purposes [5][17]. 3. Consumer Sector - A meeting on December 8 emphasized the importance of domestic demand, positively impacting companies like Anji Food, Bona Film, Dongbai Group, Shuhua Sports, and Yonghui Supermarket [3][13]. Investment Sentiment - Following two consecutive days of gains, the market saw a slight adjustment, but the index pattern remains favorable, indicating a potential continuation of the upward trend [4][14]. Sector Focus - The capacity stocks are concentrated in computing hardware and commercial aerospace, while speculative trading is focused on the consumer sector, particularly in Fujian and the Taiwan Strait [4][15]. Technology Developments 1. Computing Hardware - The approval of H200 chips is expected to benefit the computing sector, including computing rental services and IDC infrastructure such as power supplies, switches, and liquid cooling systems [5][17]. - The market is also considering geopolitical factors, particularly the future trajectory of Sino-U.S. relations [6][17]. 2. Optical Interconnection - The focus is on two expansion strategies: Scale-Up, which enhances the performance of individual devices, and Scale-Out, which increases the number of devices through distributed architecture [8][19].

Group 1 - The total trading volume of Shanghai and Shenzhen Stock Connect today reached 219.6 billion, with Industrial Fulian and Zhongji Xuchuang leading in trading volume for Shanghai and Shenzhen respectively [1][3][4][5] - The retail sector saw the highest net inflow of main funds, amounting to 8.99 billion, with a net inflow rate of 2.61% [7][8] - The top ten stocks by net inflow included Shenghong Technology, Industrial Fulian, and Zhongji Xuchuang, with net inflows of 14.16 billion, 10.33 billion, and 8.60 billion respectively [10] Group 2 - The A500 ETF Huatai Baichuan had the highest trading volume among ETFs today, reaching 77.62 billion, with a 17.99% increase compared to the previous trading day [14] - The Nasdaq ETF from Fuguo saw a remarkable 134.87% increase in trading volume compared to the previous day, reaching 2.6046 billion [15] - The sectors with the highest gains included computing hardware, retail, and Fujian stocks, while sectors with the largest declines included Hainan, non-ferrous metals, and coal [6][9] Group 3 - The trading activity of institutions was moderate, with Dekeli, a computing hardware concept stock, hitting the daily limit and attracting 2.91 billion from two institutions, while one institution sold 1.16 billion [17][18] - Several local Fujian stocks faced significant sell-offs from retail investors, with Hai Xin Food and Rongji Software experiencing net outflows of 867.2 million and 1.06 billion respectively [20][21] - The top ten stocks by net outflow included Aerospace Development and Guizhou Moutai, with net outflows of 13.29 billion and 11.40 billion respectively [11][12]

截至收盘，创业板成长指数上涨1.6%，创业板指数上涨0.6%，创业板中盘200指数下跌0.5%，盘面上，元件、CPO、PCB等算力硬件概念表现强势，胜宏科 技涨超10%，中际旭创涨超6%，新易盛涨超3%，天孚通信涨超1%、再创历史新高。 每日经济新闻 ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 12月9日，三大指数涨跌不一，沪指、深成指震荡回落，创业板指冲高回落尾盘拉升。截至收盘，沪 指跌0.37%，深成指跌0.39%，创业板指涨0.61%。 板块方面，算力硬件、零售、福建等板块涨幅居前，海南、有色金属、煤炭等板块跌幅居前。 全市场超4000只个股下跌。沪深两市成交额1.9万亿元，较上一个交易日缩量1327亿。 连续反弹后，A股今天出现了预期内的震荡分歧，但盘面上有个 现象 值得关注和思考，用一句话+一张图 来概括就是： 有 9只股票成交额超过了百亿元，它们合计"占用"了全市场约7.5%的量能，却大部分来自同一板块—— 算力硬件。 | 名称 | 涨跌幅 | 成交额 ▼ | 年初至今 | | --- | --- | --- | --- | | 中际相创 | 6.32% | 221.79亿 | 393.12% | | 胜宏科技 | 10.81% | 213.19 Z | 658.71% | | 新易盛 | 3.61% | 201.85 Z | 409.74% | | 工业富联 | 7.22% | 195.62亿 ...

Core Viewpoint - The A-share market is experiencing fluctuations, with the Fujian sector showing strength and the Korean National Pension Service selling US dollars to support the Korean won [1][2]. Group 1: Market Performance - On December 9, the A-share market showed mixed results, with the Shanghai Composite Index down by 0.37%, the Shenzhen Component Index down by 0.39%, and the ChiNext Index up by 0.61% [5][20]. - The computing hardware stocks continued to perform strongly, with companies like Dekeli and Yueling shares hitting the daily limit [6][21]. Group 2: Fujian Sector - The Fujian sector is gaining momentum, with over ten stocks, including Anji Food and Longzhou Co., hitting the daily limit. This is driven by the release of the 15th Five-Year Plan for economic and social development in Quanzhou, which emphasizes the construction of new infrastructure and digital transformation [20][22]. - The plan includes initiatives to optimize the layout of new infrastructure related to networks, computing power, and data, aiming to create a modern, efficient information network [22][23]. Group 3: Korean National Pension Service - The Korean National Pension Service (NPS) has been selling US dollars as part of a tactical foreign exchange hedging strategy to counter the recent depreciation of the Korean won. As of the end of September, NPS held approximately $542 billion in overseas assets [2][18]. - The maximum hedging ratio for NPS is about 15%, equivalent to approximately $81.3 billion, with tactical foreign exchange hedging allowing for adjustments within a ±5% range of its overseas asset portfolio [2][18]. Group 4: Polysilicon Market - On December 9, polysilicon futures contracts saw a significant increase, indicating a bullish trend in the market [26][28]. - The establishment of Beijing Guanghe Qiancheng Technology Co., Ltd., with a registered capital of 3 billion yuan, aims to explore strategic cooperation opportunities within the industry, potentially impacting polysilicon supply and pricing dynamics [29].