今天上午，A股调整。大消费表现活跃，零售、免税店、影视院线等板块涨幅居前。海南本地股、有色 金属、工程机械等板块上涨。科技股表现分化，昨天表现活跃的算力链回调。 截至上午收盘，上证指数下跌0.72%，深证成指下跌0.56%，创业板指下跌1.23%。 科技股分化 今天上午，科技股表现分化。中科曙光跌停，海光信息下跌2.31%。胜宏科技、工业富联、寒武纪、新 易盛等龙头股也下跌。 12月9日晚，海光信息、中科曙光双双发布公告称，两家公司分别召开董事会会议，同意终止海光信息 拟换股吸收合并中科曙光的交易。12月10日15：00—16：00，双方将召开终止重大资产重组投资者说明 会。 上市第四天的摩尔线程大涨，上午上涨19.37%，盘中股价创上市以来新高，最新市值为3525.2亿元，上 午收盘价为750元，超越源杰科技，成为A股第三高价股。 12月9日，摩尔线程在微信公众号发文表示，12月19日至20日，摩尔线程首届MUSA开发者大会 （MUSA Developer Conference）将在北京中关村国际创新中心拉开帷幕。大会主论坛将聚焦驱动千行 百业数智化转型的核心引擎——智能算力。摩尔线程创始人、董事长兼CEO ...

12月10日，指数早盘震荡调整，三大指数集体下跌，逾3800股飘绿，半日成交1.1万亿，较昨日缩量 1184亿。截至午间收盘，上证指数跌0.72%，深证成指跌0.56%，创业板指跌1.23%。 盘面上，零售板块延续强势，东百集团4连板，永辉超市、汇嘉时代涨停，中百集团等涨幅靠前；海南 自贸概念震荡反弹，海南瑞泽、罗牛山涨停，海汽集团等跟涨；影视院线板块走高，博纳影业涨停三连 板，中国电影等纷纷走高；贵金属板块上扬，晓程科技领涨，湖南白银、山金国际、招金黄金等涨幅靠 前。 焦点个股方面，摩尔线程盘中拉升，股价突破上市首日的688元高点，总市值超3200亿元。 下跌方面，AI、消费电子、光伏设备等板块跌幅靠前。 展望后市，东方证券认为，整体来看，市场仍处于调整之中，市场不乏热点但以结构性行情为主，加上 年底投资者趋于稳健甚至保守，股指短期上行动力不足，仍以震荡蓄势为主，但中长期向好逻辑不改。 热门板块 1、零售板块延续强势 零售板块延续强势，东百集团4连板，永辉超市、汇嘉时代涨停，南京商旅、步步高、茂业商业、新华 百货涨幅靠前。 点评：消息面上，全国零售业创新发展大会12月9日至10日在北京举行，商务部副部长盛秋 ...

影视院线板块冲高，博纳影业涨停，中国电影、金逸影视、北京文化跟涨。 ...

证券之星消息，12月9日影视院线板块较上一交易日上涨0.97%，博纳影业领涨。当日上证指数报收于 3909.52，下跌0.37%。深证成指报收于13277.36，下跌0.39%。影视院线板块个股涨跌见下表： 从资金流向上来看，当日影视院线板块主力资金净流入1508.55万元，游资资金净流出1324.58万元，散 户资金净流出183.97万元。影视院线板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

早盘，商业航天概念延续强势。截至发稿，龙洲股份（002682）5连板，西部材料3连板，陕西华达"20cm"涨停，再升科技、雷科防务等多股涨停。 据海南文昌国际航天城消息，年产1000颗卫星的超级工厂即将投产，可实现"卫星出厂即发射"的无缝衔接。目前20余家产业链上下游企业已签约落户，火 箭研发、卫星制造、发射测控的全链条生态日趋完善。 影视板块盘初活跃，慈文传媒、博纳影业触及涨停，中国电影、幸福蓝海、欢瑞世纪、横店影视等跟涨。消息面上，灯塔专业版数据显示，截至12月8 日，《疯狂动物城2》在中国内地的票房已突破30亿元。 | | | 影视院线 | | | --- | --- | --- | --- | | | | 1672.80 1.71% | | | 成分股 | 基金 | 简況(F10) | 资金 分析 新闻 | | 名称/代码 | | 最新 ◆ | 涨幅 ◆ 5日涨幅 ◆ ▶ | | 慈文传媒 | | 8.79 | +8.79% +6.98% | | 002343 | | | | | 领涨龙头2 最终涨停09:38 | | | | | 博纳影业 | | 10.34 | +6.82% +38.95% | | ...

Group 1 - The core viewpoint of the article highlights significant stock price increases in the Chinese film and media industry, with several companies experiencing notable gains [2][3] - Ciwen Media saw a maximum increase of 10.02%, reaching a price of 8.89 [3] - Bona Film Group experienced a rise of 9.40%, with its current price at 10.59 [3] - Other companies such as China Film, Huanrui Century, Jinyi Media, Happy Blue Ocean, and Hengdian Film also reported increases in their stock prices, ranging from 2.49% to 3.83% [2][3]

Group 1 - The article highlights significant stock price increases in the film and media industry, with Ciweng Media reaching a limit up and Bona Film Group rising over 9% [2] - Specific stock performance includes Ciweng Media at +10.02% with a current price of 8.89, and Bona Film Group at +9.40% with a price of 10.59 [3] - Other companies in the sector also saw gains, including China Film (+3.83% at 17.60), Huanrui Century (+3.07% at 8.05), and Jinyi Film (+2.84% at 11.58) [3]

（文章来源：每日经济新闻） 每经AI快讯，12月9日，影视院线板块直线拉升，慈文传媒、博纳影业涨停，欢瑞世纪、幸福蓝海、金 逸影视、北京文化、奥飞娱乐等纷纷走高。 ...

Macro and Strategy - The Federal Open Market Committee (FOMC) is facing a personnel change that will influence future policy direction and independence boundaries, with a key focus on the upcoming 2026 board member replacements [7][8] - The current structure of the FOMC, with a mix of "core dependent" and "institutional defense" members, will determine the continuation of its independence, with potential shifts in policy power dynamics anticipated [8] - The report predicts that the Federal Reserve is likely to enter a phase of "political rate cuts," with increased uncertainty in decision-making frameworks [9] Industry and Company Agriculture, Forestry, Animal Husbandry, and Fishery - The investment strategy for December 2025 highlights an expected reversal in the livestock cycle, recommending key stocks in the dairy farming sector such as Yuran Agriculture and Modern Farming [13] - The report emphasizes the potential for a rebound in meat and milk prices, driven by a synchronized recovery in the livestock sector, with leading companies expected to experience significant earnings recovery [13][14] - Recommendations include leading companies in various segments: livestock (Yuran Agriculture, Modern Farming), pork (Hua Tong, De Kang), and pet food (Guaibao Pet) [15][17] Food and Beverage - The food and beverage sector has seen a decline of 1.80% recently, with A-share food and beverage indices underperforming the broader market [18][19] - The report identifies a divergence in performance across categories, with alcoholic beverages facing supply-demand imbalances, while dairy products are expected to see gradual recovery [19][20] - Investment recommendations focus on high-potential companies in the beverage sector, such as Nongfu Spring and East Peak Beverage, as well as premium liquor brands like Luzhou Laojiao and Moutai [19][20] Real Estate - The real estate market is experiencing significant pressure, with a 9.6% year-on-year decline in sales volume and a 6.8% drop in sales area from January to October 2025 [25][26] - The report notes that while non-popular cities are seeing population outflows, local residents still have improvement-driven housing demands, which could stabilize the market [26][28] - Recommendations include focusing on companies that are well-positioned in non-popular cities, such as China Overseas Land & Investment, which can leverage local demand for housing improvements [28] Internet and AI - The report highlights advancements in AI technology, with significant product launches from companies like OpenAI and Tencent, indicating a growing trend in AI applications across various sectors [29][30] - Investment strategies suggest focusing on internet giants that are leveraging AI for growth, with recommendations for Alibaba and Tencent as key players benefiting from AI integration [30] - The report also notes the potential for AI to enhance advertising and cloud service revenues for these companies, suggesting a positive outlook for their financial performance [30]

（文章来源：每日经济新闻） 每经AI快讯，影视院线板块走高，博纳影业涨停，慈文传媒、北京文化、奥飞娱乐、横店影视、万达 电影等跟涨。 ...