01 12月17日，多只宽基ETF午后放量，中证A500ETF成交尤为活跃，沪深300ETF、创业板ETF、科创50ETF 等宽基ETF也有较大成交额，大资金抄底迹象明显。 02 广发基金基金经理夏浩洋表示，科技板块，特别是AI，泡沫化论调不会消失，并还将反复。但整体来看， AI产业高度景气且蓬勃发展，对于明年在应用和端侧的突破仍持乐观态度。 | 代码 | 简称 | 活情 | 近一个月涨幅 | | --- | --- | --- | --- | | | | (%) | (%) | | 515880 | 通信ETF | 5.56 | 16.34 | | 159259 | 成长ETF | 5.28 | 7.62 | | 159382 | 创业板人工智能ETF南方 | 5.19 | 15.52 | | 159388 | 创业板人工智能ETF国泰 | 5.10 | 66'ST | | 159242 | 创业板人工智能ETF大成 | 5.09 | 15.77 | | 159363 | 创业板人工智能ETF华宝 | 5.00 | 15.55 | | TE9E83 | 通信设备ETF | 5.00 | 20.16 | | ...

一、复牌 1、东兴证券：审议通过中金吸收合并东兴证券、信达证券，股票复牌。 2、信达证券：审议通过中金吸收合并东兴证券、信达证券议案，股票复牌。 3、中金公司：拟换股吸收合并东兴证券、信达证券，换股价格为36.91元/股，股票复牌。 4、美克家居：拟收购万德溙控制权，股票停牌。 5、锋龙股份：公司控股股东及实控人正在筹划公司控制权变更相关事宜，股票停牌。 二、定增、并购 1、深城交：拟定增18亿元用于面向全域智能体协同的交通行业大模型与生态应用，低空、自动驾驶等 具身智能交通设备及装备研发与规模化应用，全球化业务拓展项目。 3、昇兴股份：拟定增募资不超过11.57亿元，用于越南新建两片罐和食品罐生产基地项目、四川内江新 增两片罐生产线项目。 2、通业科技：拟以现金方式购买思凌科100%的股权，后者聚焦通信芯片设计业务,主营电网通信芯 片、光伏组件级电力电子芯片、无线通信芯片及模拟芯片等。 3、宏柏新材：下属控股子公司迈图宏柏拟与美国迈图签署《技术许可与业务转移协议》，总对价为 3.77亿元。 4、中国中车：公司及下属企业近期签订合计533.1亿元合同 风电和储能设备销售合同约166.5亿元。 5、协创数据：拟 ...

格隆汇12月17日丨日海智能(002313.SZ)公布，Cheerwide于近日收到Ruby出具的《债务豁免函》，该 《债务豁免函》为附生效条件和解除条件之法律文件。为支持公司发展，Ruby决定豁免公司全资子公 司Cheerwide签署的《借款合同》及其补充协议项下应还Ruby的全部应还款项合计港币2,001.43万元。 ...

Core Viewpoint - The article highlights the trading activities in the Shanghai and Shenzhen stock markets, focusing on significant stock transactions, sector performances, and ETF trading volumes, indicating potential investment opportunities and market trends. Group 1: Trading Volume and Key Stocks - The total trading volume of the Shanghai and Shenzhen Stock Connect reached 212.76 billion, with Cambricon Technologies and NewEase Technology leading in individual stock trading volume [1] - The top stocks traded on the Shanghai Stock Connect included Cambricon Technologies (1.507 billion), Kweichow Moutai (1.443 billion), and Industrial Fulian (1.141 billion) [3] - On the Shenzhen Stock Connect, NewEase Technology (2.878 billion), CATL (2.850 billion), and Zhongji Xuchuang (2.755 billion) were the top traded stocks [4] Group 2: Sector Performance - The communication sector saw the highest net inflow of funds, totaling 5.625 billion, with a net inflow rate of 3.79% [6] - Other sectors with notable net inflows included non-ferrous metals (4.226 billion, 3.62%) and computing (3.238 billion, 1.07%) [6] - Conversely, the defense and military sector experienced the largest net outflow, amounting to -5.429 billion, with a net outflow rate of -5.73% [7] Group 3: ETF Trading - The software ETF (515230) saw a remarkable trading volume increase of 370% compared to the previous trading day, reaching 5.2323 billion [14] - The top ETFs by trading volume included A50 ETF Huatai Baichuan (14.1181 billion) and Hong Kong Securities ETF (13.6380 billion) [13] Group 4: Institutional and Retail Trading - Institutional trading was active, with significant purchases in stocks like Shenzhen South Circuit (2.21 billion) and Huazhong Cable (1.25 billion) [15] - Retail investors showed high activity in lithium battery electrolyte stocks, with Tianji Co. reaching the daily limit and receiving substantial purchases from retail investors [19]

12月17日，鸿日达(301285)与联想摩托罗拉3D打印联合实验室迎来启航时刻。联想摩托罗拉全球研发中 心上海开发部负责人史永来、鸿日达副总经理焦允忠及相关人士出席揭幕仪式。双方设立的联合实验室 聚焦金属3D打印工艺，正是瞄准通信设备轻量化、结构设计复杂化的升级需求。 3D打印在轻量化、集成化、复杂结构成型等领域有着先天优势。其中，消费电子行业是3D打印技术的 重要应用场景之一。例如，折叠屏手机的铰链、手表和手机中框等精密零部件等，都可以应用3D打印 技术进行生产。据了解，鸿日达运用3D打印技术制作的新产品已经开始对消费电子和计算机行业的客 户进行送样，并有小批量产品交付。 如今，鸿日达与联想摩托罗拉设立联合实验室，有望推动公司在3D打印领域实现新的突破。据了解， 联合实验室将聚焦三大核心：一是实现复杂结构件制造经济性与精密性双保证；二是打造"研发—测试 —量产"闭环，缩短成果转化周期；三是联动产学研，培育创新力量。鸿日达相关人士表示，公司将全 力投入资源，与联想摩托罗拉并肩深耕，以技术为桥，共创行业新价值。 作为国内连接器行业头部企业，鸿日达在继续加强连接器、机构件产品拓展的同时，以半导体封装级金 属散热 ...

| 600869 | 远东股 | 3.05 | 1.95 | 1394.17 | 4.19 | | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | 300557 | 理工光 | 5.74 | 12.1 1 | 1357.51 | 2.94 | | | 科 | | | | | | 300757 | 罗博特 科 | 4.44 | 3.97 | 1231.14 | 0.99 | | 300565 | 科信技 术 | 5.08 | 12.47 | 1201.86 | 3.34 | | 603386 | 骏亚科 技 | -0.46 | 9.25 | 882.74 | 1.99 | | 688518 | 联赢激 光 | 2.24 | 2.22 | 776.92 | 4.69 | | 688143 | 长盈通 | 5.95 | 7.64 | 768.62 | 1.87 | | 301517 | 陕西华 | 2.49 | 15.90 | 477.65 | 0.50 | | | 达 | | | | | | 300398 | 飞凯材 料 | -1.20 | 5.03 | ...

资金流向方面，今日该股主力资金净流入5.64亿元，其中，特大单净流入5.18亿元，大单资金净流入 4607.40万元。近5日主力资金净流出2.21亿元。 融资融券数据显示，该股最新（12月16日）两融余额为20.99亿元，其中，融资余额为20.78亿元，融券 余额为2070.21万元。近5日融资余额合计减少1.77亿元，降幅为7.85%，融券余额合计减少313.09万元， 降幅13.14%。（数据宝） 光迅科技今日涨停，全天换手率6.35%，成交额32.73亿元，振幅10.01%。龙虎榜数据显示，机构净卖出 1.24亿元，深股通净买入6642.09万元，营业部席位合计净买入1.69亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达8.32%上榜，机构专用席位净卖出1.24亿元，深股通 净买入6642.09万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交10.40亿元，其中，买入成交额为5.76亿 元，卖出成交额为4.65亿元，合计净买入1.11亿元。 具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买三、买五、卖二、卖三、卖四、卖 五，合计买入金额1.39亿元，卖出金额2.64亿元 ...

Core Viewpoint - Tongyu Communication experienced a significant drop in stock price, reaching the daily limit down with a turnover rate of 44.27% and a trading volume of 4.879 billion yuan, indicating high volatility and investor activity [2] Trading Activity - The stock was listed on the Shenzhen Stock Exchange's "Dragon and Tiger List" due to a daily turnover rate of 44.27% and a daily decline of 11.68% [2] - Institutional investors net bought 94.9151 million yuan, while the Northbound trading saw a net purchase of 1.3118 million yuan, contrasting with a total net sell of 127 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction volume of 9.58 billion yuan, with a net sell of 31.2107 million yuan [2] Fund Flow - The stock saw a net outflow of 666 million yuan from major funds today, with large orders contributing to a net outflow of 473 million yuan [3] - Over the past five days, the stock experienced a net inflow of 219 million yuan [3] - The latest margin trading data shows a total margin balance of 1.155 billion yuan, with a financing balance of 1.155 billion yuan and a securities lending balance of 890,800 yuan [3] Recent Performance - In the past six months, the stock has appeared on the "Dragon and Tiger List" 10 times, with an average price increase of 3.42% the day after being listed and an average increase of 7.58% over the following five days [3]

Market Overview - On December 17, the A-share market opened lower but experienced a slight upward trend, with the Shanghai Composite Index facing resistance around 3834 points[2] - The Shanghai Composite Index closed at 3870.28 points, up 1.19%, while the Shenzhen Component Index rose by 2.40% to 13224.51 points[7] - Total trading volume for both markets reached 18,345 billion yuan, above the median of the past three years[3] Sector Performance - Key sectors showing strong performance included communication equipment, electronic components, energy metals, and finance, while sectors like decoration, aerospace, and brewing lagged behind[3] - Over 70% of stocks in the two markets rose, with energy metals and precious metals leading the gains[7] Valuation Metrics - The average price-to-earnings (P/E) ratios for the Shanghai Composite and ChiNext indices are 15.72 times and 47.69 times, respectively, above the median levels of the past three years, indicating a suitable environment for medium to long-term investments[3] - The market is expected to consolidate around the 4000-point mark, with cyclical and technology sectors likely to alternate in performance[3] Economic Outlook - The central economic work conference set a tone of "more proactive" economic policies for the coming year, while the Federal Reserve's interest rate cuts have led to fluctuating expectations regarding future easing measures[3] - The domestic economy is in a state of moderate recovery, but the foundation still needs strengthening[3] Investment Recommendations - Investors are advised to closely monitor macroeconomic data, changes in overseas liquidity, and policy developments[3] - Short-term investment opportunities are recommended in communication equipment, electronic components, energy metals, and finance sectors[3] Risk Factors - Potential risks include unexpected overseas economic downturns, domestic policy and economic recovery delays, and international relations changes affecting the economic environment[4]

Core Viewpoint - The communication equipment sector experienced a significant increase of 6.12% on December 17, with LianTe Technology leading the gains, reflecting a positive market sentiment in this industry [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3870.28, up by 1.19%, while the Shenzhen Component Index closed at 13224.51, up by 2.4% [1]. - LianTe Technology's stock price rose to 174.00, marking a 20.00% increase, with a trading volume of 204,900 shares and a transaction value of 3.274 billion [1]. - Other notable performers included DingTong Technology, which increased by 11.49% to 100.50, and TongDing Interconnection, which rose by 10.09% to 6.22 [1]. Group 2: Capital Flow - The communication equipment sector saw a net inflow of 6.453 billion in main funds, while retail investors experienced a net outflow of 1.797 billion [2]. - The main funds showed a significant interest in stocks like XinYiSheng, which had a net inflow of 1.396 billion, and ChangFei Optical Fiber, with a net inflow of 451 million [3]. - Conversely, stocks like ZhongJi XuChuang and GuangXun Technology faced net outflows from main funds, indicating a mixed sentiment among investors [3].