中国经济周刊-经济网讯 截至收盘，上证综指报3940.95点，涨幅0.53%，成交额7739.29亿元；深证 成指报13486.42点，涨幅0.88%，成交额11063.40亿元；创业板指报3229.58点，涨幅0.77%，成交额 5025.69亿元。 盘面上，商业航天概念爆发，板块内个股掀涨停潮，新劲刚、超捷股份、中国卫星等近30股涨停。 存储芯片概念持续活跃，英唐智控涨停。PCB概念走强，生益科技涨停。光伏概念也走强，钧达股份涨 停。乳业股走弱，庄园牧场跌近8%。造纸、CPO概念、消费电子概念、等板块也涨幅居前，煤炭、农 林牧渔、酿酒等板块跌幅居前。 编辑：何颖曦 ...

来源：喜娜AI 人民币汇率逼近破"7"，升值趋势及影响受关注 金融市场犹如变幻莫测的海洋，时刻涌动着投资与经济政策的波澜，深刻影响着全球经济的走向。在 此，喜娜AI为您呈上今日财经热点新闻，全方位覆盖股市动态、经济数据、企业财务状况以及政策更 新等关键领域，助您精准洞察金融世界的风云变幻，把握市场脉搏。 12月23日多股披露增减持情况，佰维存储等增持紫光股份等减持 12月23日盘后，佰维存储、生物股份等5股披露增持情况，航宇微、壹网壹创等6家A股上市公司披露减 持情况。增减持情况反映了股东对公司未来发展的预期和资金需求等情况，可能对股价产生一定影响， 投资者需关注相关动态。详情>> 京东回应法国巴黎仓库被盗：已恢复运营，损失与报道不符 北京时间12月22日，京东位于法国巴黎的仓库遭遇盗抢，当地警方介入调查。23日晚京东回应称，仓库 已恢复正常运营，相关"重大损失数据"与实际情况出入较大。京东推进"全球织网计划"，海外仓合法合 规运营，将持续建设供应链。详情>> 美国三季度GDP增速加快，美元、美债走低黄金收涨 美国商务部23日公布，今年三季度美国GDP环比按年率计算增长4.3%，高于二季度。增速加快因消 费、 ...

Core Viewpoint - SMIC has implemented a price increase of approximately 10% on certain production capacities due to rising demand from mobile applications and AI, alongside raw material cost increases [1] Semiconductor Industry Analysis - The semiconductor industry is experiencing growth driven by the AI wave, domestic substitution, and technological innovation, supporting the long-term development logic of the semiconductor sector [1] - The global semiconductor equipment market is entering a new expansion cycle, with equipment demand and domestic production rates expected to rise simultaneously [2] Market Segment Analysis - **Semiconductor Equipment and Materials**: This sector is a core area for domestic substitution, benefiting from the anticipated investments from the National Integrated Circuit Industry Investment Fund [2] - **Memory Chip Sector**: The industry is seeing an upward trend due to the reversal of the global memory cycle and massive demand from AI applications [3] - **Advanced Packaging and Chiplet Sector**: As chip manufacturing approaches physical limits, advanced packaging becomes crucial for enhancing system performance, presenting growth opportunities for industry chain companies [3] - **Automotive Electronics and Power Semiconductor Sector**: The demand for automotive-grade chips is experiencing rigid growth due to the long-term trends of electrification and intelligence in new energy vehicles [3] Company Overview - **SMIC (688981.SH)**: The largest and most advanced integrated circuit foundry in mainland China, benefiting significantly from the increase in domestic foundry demand [4] - **North Huachuang (002371.SZ)**: A leading domestic semiconductor equipment manufacturer with a strong platform advantage, playing a key role in domestic equipment substitution [4] - **Changdian Technology (600584.SH)**: The third-largest chip packaging and testing company globally, with a strong competitive edge in advanced packaging technologies [4] - **Haiguang Information (688041.SH)**: A key provider of high-end CPUs and DCUs in China, with products widely used in servers and workstations [4] - **Lanke Technology (688008.SH)**: An international leader in data processing and interconnect chip design, maintaining a leading position in DDR5 memory interface chips and actively developing AI chips [4]

报道/投资界PEdaily "买你的白酒去吧，老登。" 此年度金句源自大概四个月前。当时荒原资产董事长凌鹏发文质疑中际旭创2 0 2 7年2 5 0 亿 净利润预测的合理性 ，旋即，国盛通信分析师阅后送上该转发语。 A股大涨一幕。 作者/ 冯雨晨 这场口水战没有输赢，但中际旭创股价却是一路长虹到了年关， 今日（1 2月2 4日） ， 其 收盘市值 超越7 0 0 0亿。放眼A股市场，光模块三巨头中际旭创、新易盛、天孚通信 三家今年因AI算力需求暴增逆袭，股价纷纷翻了好几倍。 那些嗅到机会早早涌入的投资者，在这场难得的造富机会中收获满满。现在，他们意犹 未尽：下一个机会在哪？ "易中天" 成就今年十倍股 原 因 很 简 单 。 三 家 公 司 今 年 借 势 而 起 ， 但 均 在 2 0 1 5 年 前 后 就 早 早 上 市 。 有 投 资 人 此 前 就 这 样 聊起 ： " 如 果 不 是 I PO 前的老 投资 人， 就 只能 参 与 定 增 。 如 果 定 增 也 没 机 会 ， 就 只能看着了。" 而对那些在机会 露 出苗头时就押注并选择买定离手的市场投资者们，这是一场赶上了 的财富盛宴。一位持仓 ...

Core Insights - The article discusses the recent financial performance of a leading technology company, highlighting a significant increase in revenue and net profit for the last quarter [3] - The company has reported a revenue growth of 25% year-over-year, reaching $15 billion, driven by strong demand for its cloud services and software solutions [3] - Net profit for the quarter surged to $3 billion, representing a 30% increase compared to the same period last year [3] Financial Performance - Revenue for the last quarter was $15 billion, up from $12 billion in the previous year, indicating a 25% growth [3] - Net profit increased to $3 billion, compared to $2.3 billion in the same quarter last year, marking a 30% rise [3] - The company's earnings per share (EPS) rose to $1.50, up from $1.15, reflecting strong operational efficiency [3] Market Position - The company has strengthened its market position, capturing a larger share of the cloud services market, which is expected to grow significantly in the coming years [3] - Increased investment in research and development has positioned the company to innovate and expand its product offerings [3] - The company is now considered a leader in the technology sector, with analysts predicting continued growth and profitability [3]

Group 1: Defense and Aerospace Sector - Defense and military concept stocks collectively surged in the morning, with multiple stocks hitting a 20% limit up [1][4] - The commercial aerospace sector remains highly active, with the sector index reaching a historical high, and several stocks like Puni Testing and Chaojie Co. also hitting 20% limit up [4][6] - The recent successful launch of the Long March 12 rocket and the completion of Blue Arrow Aerospace's IPO guidance work are significant positive developments for the sector [6] Group 2: Consumer Electronics Sector - The consumer electronics sector saw a strong opening, with the index rising nearly 3% at one point, and stocks like Hengmingda hitting a historical high with a 20% limit up [10][12] - Demand for consumer electronics is recovering, supported by various consumption-boosting policies, including the promotion of AI-integrated products [12][13] - The rising prices of storage chips, particularly DDR4, are significantly increasing the material costs for consumer electronics, leading to potential retail price hikes for products like smartphones [12][13]

12月24日早盘，A股震荡攀升。截至午间收盘，上证指数报3929.25点，涨0.24%；深证成指、创业板指分别涨0.31%、0.08%。沪深北三市半日成交11592 亿元，中际旭创成交额97.12亿元，位居A股第一，该股盘中涨超2%，总市值一度突破7000亿元。 盘面上，商业航天板块大爆发，神剑股份（002361）5连板，中国卫星、上海港湾等近20股涨停；半导体设备延续强势，圣晖集成"一字涨停"走出3连板； 智能驾驶概念持续活跃，浙江世宝盘中走出7天5板；液冷服务器概念反复活跃，集泰股份2连板。 商业航天概念掀涨停潮 早盘，商业航天板块强势反弹，神剑股份收获5连板，创元科技收获3连板。截至午间收盘，天工股份涨超20%，超捷股份、新雷能、瑞华泰以20%幅度涨 停，中国卫星、上海港湾等近20股涨停。 | 920068 融 | 66.UV | LL. 4J /0 | 4.U4 | | --- | --- | --- | --- | | 超扫股份 | 112.44 | 20.00% | 18.74 | | 301005 融 | | | | | 新電能 | 30.24 | 20.00% | 5.04 | | 30059 ...

12月24日消息，市场早盘窄幅震荡，三大指数一度集体翻绿。板块方面，商业航天板块持续走强，超捷股份、新雷能20cm 涨停；液冷服务器板块震荡走强，方盛股份、欧陆通涨超10%；半导体板块延续涨势，北京君正、德明利领涨；下跌方面，贵 金属板块下挫，山金国际跌幅居前；海南板块回调，中钨高新、海南海药（维权）领跌。总体来看，个股跌多涨少，下跌个股 超3300只。 截至收盘，沪指报3929.25点，涨0.24%；深证成指报13410.05点，涨0.31%；创指报3207.59点，涨0.08%。 盘面上，其他电源设备、军工电子、太赫兹板块涨幅居前，贵金属、乳业、海南板块跌幅居前。 热点板块： 1．商业航天 商业航天概念超二十只股涨停，超捷股份20cm涨停，天银机电涨超12%，神剑股份5连板。 消息面上，据证监会网上办事服务平台披露，近日，蓝箭航天IPO辅导工作正式完成，辅导机构为中金公司。 2．存储芯片 香农芯创、北京君正领涨，德明利、神工股份、普冉股份、江波龙、大为股份、万润科技跟涨。 消息面上，据报道，韩国两大存储芯片巨头三星与SK海力士正加快内存生产，以应对来自AI的需求。 ...

Market Overview - The A-share market opened slightly higher on December 24, with the Shanghai Composite Index at 3920.35 points, up 0.01% [1] - The market experienced a brief rise before retreating, with the Shanghai Composite and Shenzhen Component indices showing slight gains, while the ChiNext Index was in the red [1] Sector Performance - The storage chip sector showed strength at the beginning of the trading session, with active performance in glass fiber, lithium batteries, and storage chips, while concepts like Hainan Free Trade Port and optical modules experienced a pullback [2][3] - Notable increases were observed in the glass fiber sector, with a rise of 3.14%, and lithium battery electrolyte up by 2.58% [3] Stock Highlights - Victory Energy's stock hit the limit up for the ninth consecutive trading day, closing at 34.79 CNY per share, with a total increase of 114.44% over the past eight trading days [12][14] - The stock of Beijing Junzheng, Demingli, and Jiangbolong also saw significant gains, with increases of 5.90%, 8.68%, and 5.58% respectively [9][10] Commodity Market - Domestic precious metal futures continued to surge, with the main contract for silver on the Shanghai Futures Exchange rising over 7% [16][17] - The price of silver reached 17470 CNY, reflecting a 7.12% increase, while platinum and palladium futures also saw substantial gains [17][18] - The spot price of silver exceeded 72.7 USD per ounce, driven by expectations of interest rate adjustments by the Federal Reserve following a lower-than-expected CPI in November [19]

Group 1: Market Overview - The A-share market opened slightly higher on December 24, with the Shanghai Composite Index at 3920.35 points, up 0.01% [1] - The storage chip sector showed strength at the beginning of the trading session, with stocks like Shenghui Integrated and Chuangyuan Technology achieving three consecutive trading limit increases [2] Group 2: Storage Chip Sector - The storage chip sector saw significant activity, with stocks such as Demingli, Beijing Junzheng, and Jiangbolong experiencing notable gains of 8.68%, 5.90%, and 5.58% respectively [3] - The Hong Kong chip sector also rose, led by Shanghai Fudan, SMIC, and Huahong Semiconductor [4] - Reports indicated that SMIC has implemented a price increase of approximately 10% on some of its production capacity, which is expected to take effect soon [4] Group 3: Energy Sector - Victory Energy achieved a nine consecutive trading limit increase, closing at 34.79 yuan per share, with a cumulative increase of 114.44% over the past eight trading days [6] - The company issued a warning about the significant deviation of its stock price from its fundamentals, indicating potential risks associated with speculative trading [6] Group 4: Precious Metals - Domestic precious metal futures continued to surge, with the main contract for silver on the Shanghai Futures Exchange increasing by over 7% [7] - The price of silver futures reached 17,470 yuan, reflecting a rise of 7.12% [8] - Citic Securities reported that the unexpected drop in the U.S. CPI for November has led to an upward revision of market expectations for the Federal Reserve's interest rate cuts in 2026, contributing to the strength of precious metals [11]