Core Viewpoint - ASMPT's stock rose over 6%, reaching HKD 90.8, with a trading volume of HKD 240 million, indicating strong market interest in the company [1] Group 1: Market Growth Projections - Huatai Securities is optimistic about the storage supercycle driving accelerated growth in the semiconductor industry [1] - According to WSTS forecasts, the global storage market is expected to grow by 39.4% year-on-year in 2026, surpassing the 27.8% growth rate of 2025 [1] - TrendForce predicts a 26% increase in DRAM Bit demand and a 21% increase in NAND Bit demand in 2026, compared to 22% and 15% in 2025 respectively [1] Group 2: Key Growth Drivers - The main growth points in the industry include HBM4 for GPU applications and eSSD for AI inference [1] - Reports from mid-December indicated that SK Hynix ordered a batch of new thermal compression bonding machines (TCB) from ASMPT to support HBM4 production [1] - SK Hynix plans to order an additional 100 HBM4 TCBs by March 2026 to align with the expansion of its Cheongju M15X wafer fab, leading to increased competition for orders among ASMPT, Hanmi, and Hanwha [1] Group 3: Competitive Landscape - If Korean manufacturers cannot resolve patent disputes quickly, ASMPT may further expand its market share and potentially dominate the supply of HBM4 equipment [1]

| 名称 | 现价 | 涨跌 | 深集编 | | --- | --- | --- | --- | | 比亚迪股份 | 95.550 | -3.650 | -3.68% | | 阿里巴巴-W | 145.400 | -5.400 | -3.58% | | 信义玻璃 | 8.770 | -0.260 | -2.88% | | 网易-S | 222.800 | -6.400 | -2.79% | | 中国石油股份 | 8.030 | -0.230 | -2.78% | | 即日期间中 | 20.720 | -0.580 | -2.72% | | 快手-W | 73.600 | -1.900 | -2.52% | | 吉利汽车 | 17.440 | -0.390 | -2.19% | | 中国海外发展 | 12.940 | -0.250 | -1.90% | | 金沙中国有限公司 | 19.590 | -0.350 | -1.76% | | 理想汽车-W | 66.800 | -1.150 | -1.69% | 1月7日午后，A股冲高回落，沪指微涨录得14连阳。贵金属突变，黄金、白银全线跳水，国内商品期货 大面积上涨 ...

Market Overview - The Shanghai Composite Index closed at 4085.77 points, up 0.05%, marking a 14-day winning streak [1] - The Shenzhen Component Index rose 0.06% to 14030.56 points, while the ChiNext Index increased by 0.31% to 3329.69 points [1] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 2.85 trillion yuan, an increase of 476 billion yuan compared to the previous trading day, with two consecutive days surpassing the 2.8 trillion yuan mark [3] Sector Performance - The market exhibited mixed performance across sectors, with electronic chemicals, coal, semiconductors, power equipment, small metals, bioproducts, and grid equipment showing strong gains [3] - Conversely, sectors such as shipbuilding, education, securities, aerospace, and jewelry experienced declines [3] Notable Stocks - The commercial aerospace sector maintained high activity, with over ten stocks hitting the daily limit, including LeiKe Defense achieving six consecutive limit-ups and Goldwind Technology reaching two consecutive limit-ups [3] - The coal sector saw significant gains, with DaYou Energy and Shanxi Black Cat hitting the daily limit [3] Semiconductor Sector - Semiconductor equipment stocks continued their strong performance, with Zhongwei Company and Northern Huachuang both surging and reaching new historical highs [4] Specialty Materials - The photoresist concept stocks were active, with Guofeng New Materials recording two limit-ups in three days, and Nanda Optoelectronics and Tongcheng New Materials also hitting the daily limit [5] Nuclear Fusion Concept - The controllable nuclear fusion concept saw a strong afternoon rally, with China First Heavy Industries and China Nuclear Engineering both hitting the daily limit [6] Declining Stocks - The brain-computer interface concept faced adjustments, with Chengyitong and Aipeng Medical both experiencing declines exceeding 10% [7]

今天的市场没有让昨天投票看多的投资者失望，果然继续连阳。 1月7日，沪指的连阳纪录仍在继续。截至收盘，上证指数涨0.05%，报4085.77点，实现14连阳；深证成指涨0.06%，报14030.56点；创业板指涨0.31%，报 3329.69点；科创综指涨1.53%，报1746.72点。沪深京三市成交额2.88万亿元。 （文章来源：上海证券报） 从板块来看，商业航天概念反复活跃，十余只成分股涨停，雷科防务6连板，金风科技2连板。 煤炭板块持续拉升，大有能源、陕西黑猫、安泰集团涨停。半导体设备股延续强势，芯源微"20cm"涨停，中微公司、北方华创大涨续创历史新高。光刻 胶概念表现活跃，国风新材3天2板，南大光电、彤程新材涨停。可控核聚变概念走强，中国核建涨停。 ...

Market Overview - The Shanghai Composite Index recorded a slight increase of 0.05%, marking a 14-day consecutive rise, while the ChiNext Index experienced a pullback after reaching a high, closing up by 0.31% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.85 trillion yuan, an increase of 476 billion yuan compared to the previous trading day, with trading volume exceeding 2.8 trillion yuan for two consecutive days [4] Sector Performance - The commercial aerospace sector showed strong activity, with over ten constituent stocks hitting the daily limit, including LeiKe Defense with six consecutive limit-ups and Goldwind Technology with two consecutive limit-ups [2] - The coal sector continued to rise, with Daewoo Energy and Shaanxi Black Cat both hitting the daily limit [2] - Semiconductor equipment stocks maintained strong performance, with Zhongwei Company and Northern Huachuang achieving significant gains and reaching historical highs [2] - The photoresist concept performed actively, with Guofeng New Materials achieving two limit-ups in three days, and Nanda Optoelectronics and Tongcheng New Materials both hitting the daily limit [2] - The controllable nuclear fusion concept showed a strong rebound, with China First Heavy Industries and China Nuclear Construction both hitting the daily limit [2] Declining Stocks - The brain-computer interface concept experienced a downturn, with Chengyitong and Aipeng Medical both declining over 10% [3] Notable Stocks - Sanhua Intelligent Control had a trading volume exceeding 18.4 billion yuan, ranking first, followed by Aerospace Development and Zhongji Xuchuang with high trading volumes [4]

凤凰网财经讯 1月7日，沪指微涨录得14连阳，创业板指冲高回落。截至收盘，沪指涨0.05%，深成指涨 0.06%，创业板指涨0.31%。沪深两市成交额2.85万亿，较上一个交易日放量476亿，成交额连续2个交易 日超2.8万亿。 | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 咸新 | 张幅% | 涨跌 涨跌家数 涨速% | | 总手 | 现手 金额 | | 上证指数 | 4085.77 | 0.05 | 2.10 1029/1257 | -0.03 | 6.83 亿 | 45.2万 1.20万亿 | | 深证成指 | 14030.56 | 0.06 | 8.01 1076/1785 | -0.03 | 9.14 Z | 942万 1.66万亿 | | 北证50 | 1496.28 | 0.22 | 95/187 3.24 | 0.02 | 1035万 | 11.6万 275.48亿 | | 创业板指 | 3329.69 | 0.31 | 10.40 581/794 | -0.03 | 2.80 亿 | ...

下载财联社APP获取更多资讯 下跌方面，脑机接口概念震荡回落，诚益通、爱朋医疗跌超10%。 截至收盘，沪指涨0.05%，深成指涨0.06%，创业板指涨0.31%。 上证指数(000001) 01-07 15:06:27 沪 4085.77 +2.10 +0.05% 《 高 4098.78 成交量 6.83亿手 开 4083.84 最 昨 4083.67 收 俱 4069.44 成交额 1.20万亿 ▲ 最 分时 五日 (0) MA5:4025.36 MA10:3987.63 MA20:3934.81 不复权 4128.65 4098.78 · 4039.05 -394945 · 3800.11 3770.24 2025-12-05 2026-01-07 2025-09-30 2025-11-06 今日沪指微涨录得14连阳 ，创业板指冲高回落。沪深两市成交额2.85万亿，较上一个交易日放量476亿，成交额连续2个交易日超2.8万亿。 盘面上，市场热点快速轮动，全市场超3100只个股下跌。从板块来看， 商业航天概念反复活跃 ，十余只成分股涨停，雷科防务6连板，金风科技2连 板。煤炭板块持续拉升，大有能源、陕西黑猫 ...

A股今日再度集体上涨，截至收盘，沪指涨0.05%录得14连阳，深成指涨0.06%，创业板指涨0.31%，北 证50指数涨0.22%，沪深京三市成交额28815亿元，较上日放量493亿元，三市超3100只个股下跌。板块 题材上，煤炭开采加工、半导体设备、稀土永磁、CRO、有色金属、可控核聚变、旅游及酒店、液冷 服务器板块涨幅居前；脑机接口、跨境支付、证券、互联网金融、贵金属板块跌幅居前。盘面上，煤炭 股午后大涨，大有能源、陕西黑猫、安泰集团封板。半导体设备板块早盘上扬，芯源微20cm涨停，北 方华创、中微公司、拓荆科技纷纷创出历史新高。可控核聚变板块同样表现活跃，远东股份2连板，中 国核建、弘讯科技、国机重装、中国西电涨停。此外，稀土永磁、液冷服务器、短剧游戏等板块均有所 拉升。另一方面，脑机接口板块今日部分调整，诚益通、爱朋医疗、熵基科技盘中大跌10%，麦澜德、 伟思医疗、中科信息等多股下挫。证券板块未能延续昨日涨势，广发证券、东北证券、中银证券等股下 跌。 ...

Group 1 - The A-share market reached a new record on January 6, with the Shanghai Composite Index closing at 4083.67 points, marking a 1.5% increase and a 13-day consecutive rise, surpassing the previous record of 12 days set in 1992 [1] - Multiple positive factors contributed to this "opening red" phenomenon, including coordinated fiscal and monetary policies, which improved fundamental expectations, and a shift in market sentiment as new capital began to enter the market [1] - The performance of technology companies over the past six months has significantly boosted investor confidence, with many firms demonstrating strong profitability [1] Group 2 - Institutions generally hold an optimistic view on the A-share market's future performance, attributing the current trend to a combination of favorable policies, capital influx, solid fundamentals, and industry trends [2] - The investment focus for the new year is expected to revolve around technology sectors such as AI, semiconductor equipment, and brain-computer interfaces, reflecting optimism about technological breakthroughs and industry implementation [2] - Investors are advised to adopt a long-term perspective, focusing on new productive forces like artificial intelligence, high-end manufacturing, and biomanufacturing, while being cautious of short-term volatility [2] Group 3 - Investors are encouraged to anchor their strategies on fundamentals and cash flow, avoiding high-valuation stocks without performance support and low-valuation traps lacking improvement expectations [3] - A "barbell" strategy is recommended, balancing investments between low-risk assets and high-risk, high-reward assets to manage current market conditions [3] - The goal is to achieve a comprehensive allocation strategy that controls short-term risks, captures mid-term recovery, and fosters long-term growth [3]

业内人士指出，存储芯片涨价潮席卷全球，国产半导体设备迎历史性机遇。长鑫科技近日IPO获受理，拟募资295亿元投向技改与研发，计划2027年底前完 成大部分设备导入。其产能爬坡与技术追赶，被视为拉动国产设备与材料环节需求的关键力量。行业高景气延续之际，市场普遍预期，存储涨价周期叠加国 内存储厂商扩产提速，国产半导体设备板块将率先受益，业绩确定性凸显。 在全球存储芯片供应持续紧张、价格飙升的背景下，A股半导体设备板块迎来强势上涨，1月7日，百分百布局新质生产力方向的硬科技宽基——双创龙头 ETF（588330）场内涨幅盘中上探1.24%，现涨0.41%，冲击日线3连阳，当前站在所有均线上方。 值得关注的是，双创龙头ETF（588330）昨天单日吸金3276万元，反映资金看好新质生产力方向后市表现，借道硬科技宽基积极进场布局！ 成份股方面，半导体龙头显著领涨，中微公司涨超7%创历史新高，华润微、盛美上海、拓荆科技涨逾6%，晶合集成涨超5%，芯原股份、圣邦股份等个股 跟涨。 | 图: 双创龙头ETF标的指数涨幅前10大成份股 | | --- | | 序号 | 名称 | 涨跌幅▼ | 两日图 | 申万一级行业 | 申万 ...