下跌方面，贵金属、保险、乳业等板块跌幅居前。其中乳业概念集体调整，庄园牧场跌停。截 至收盘，沪指涨0.53%，深成指涨0.88%，创业板指涨0.77%。 记者丨江佩佩 编辑丨谢珍 12月24日，市场震荡拉升，沪指高开高走，深成指、创业板指均涨近1%。沪深两市成交额 1.88万亿，较上一个交易日缩量196亿。盘面上，市场热点轮动较快，全市场超4100只个股上 涨。 从板块来看，商业航天概念持续爆发，20余只成分股涨停，神剑股份5连板，国机精工4天3 板，上海港湾、九鼎新材、再升科技涨停。算力硬件概念拉升，环旭电子6天3板，英唐智控 20CM涨停。福建板块走强，安记食品7天4板，合兴包装3连板。PCB概念快速拉升，生益科 技涨停创历史新高。 据财联社，有数据显示，我国商业航天市场规模从2015年的约0.38万亿元增长至2024年的2.3 万亿元，年均复合增长率约22%，预计到2030年有望达到7万亿元至10万亿元。 今日场内多只商品LOF产品涨停 1 0万亿超级赛道爆发，超2 0股集体涨停 截至收盘，卫星互联网概念指数涨幅超5%。中国卫星、航天动力、新劲刚、超捷股份、新雷 能、有研粉材等多股20CM涨停；九鼎新材 ...

Core Viewpoint - The aerospace and satellite internet sectors are experiencing a strong rebound, with significant stock price increases for companies like Tianyin Electromechanical, Guanglian Aviation, and Beidou Star Communication, indicating a positive market sentiment towards the low-altitude economy and commercial aerospace sectors [1][3]. Group 1: Market Performance - Tianyin Electromechanical's stock rose over 13%, Guanglian Aviation increased by over 7%, Beidou Star Communication gained over 6%, and China Satellite saw a rise of over 5% [1]. - The General Aviation ETF Huabao (159231) saw a price increase of 1.52%, breaking above the 5-day and 10-day moving averages during trading [1]. Group 2: Industry Developments - The Long March 12 carrier rocket successfully launched 16 low-orbit satellites for satellite internet, with the satellites entering their designated orbits [3]. - A high-level meeting emphasized the need to promote high-quality development in the information and communication industry, including advancing 6G technology and accelerating satellite internet development [3]. Group 3: Industry Structure - The commercial aerospace industry is evolving from a focus on launch manufacturing to a comprehensive ecosystem that includes "ground-space integration and deep space expansion," forming a three-tiered industry structure: foundational layer, network layer, and frontier layer [4]. - The foundational layer focuses on rocket manufacturing, with a competitive landscape dominated by the US and China; the network layer is crucial for commercial monetization, while the frontier layer aims at resource utilization in deep space, potentially creating a trillion-dollar market [4]. Group 4: Investment Opportunities - The General Aviation ETF Huabao and its associated funds cover a wide range of sectors, including military and civilian aerospace, low-altitude economy, and satellite navigation, with over 46% of its holdings in state-owned enterprises and over 20% in major military industrial groups [4]. - The ETF is positioned as a strategic tool for investing in China's aerospace industry, focusing on technology barriers and core commercial segments such as aircraft manufacturing [4].

Group 1: Starlink User Growth - Starlink, a satellite internet service by Elon Musk, has surpassed 9 million active users globally, providing high-speed internet in 155 countries and regions [2] - The user growth rate has accelerated significantly, with the latest addition of 1 million users occurring in just 47 days [2] Group 2: AI Model Developments - Alibaba Tongyi has released a new open-source voice interaction model, Fun-Audio-Chat-8B, suitable for various applications including voice chat and customer service [3] - Zhiyu AI has launched and open-sourced its flagship model GLM-4.7, which enhances programming capabilities and task planning [4] Group 3: Security Incidents and Responses - WeChat has refuted rumors regarding account theft linked to a live streaming platform, confirming that their security measures are intact [5] - JD.com has responded to reports of a theft at its Paris warehouse, disputing the reported loss of over €37 million and stating that operations have returned to normal [6] Group 4: Mergers and Acquisitions - Harman International, a subsidiary of Samsung Electronics, has agreed to acquire ZF Group's Advanced Driver Assistance Systems (ADAS) business for €1.5 billion (approximately $1.8 billion) [7] Group 5: Legal Challenges in AI - A group of authors has filed a copyright infringement lawsuit against six AI companies, including OpenAI and Google, claiming their works have been used without compensation [8] Group 6: Automotive Developments - Zoox, an autonomous driving company owned by Amazon, is recalling 332 vehicles due to software errors that increase collision risks [9] - Beijing has issued the first L3-level autonomous driving vehicle license plates, marking a significant milestone in the commercialization of autonomous vehicles in China [13] Group 7: Robotics and AI Investments - Galaxy General has signed a strategic cooperation agreement with Baida Precision to deploy over 1,000 intelligent robots in industrial manufacturing [10] - EVE Energy has initiated the construction of a sodium battery headquarters and an AI robotics center, with a total investment of approximately 1 billion yuan [10] Group 8: Semiconductor Industry Updates - SMIC has implemented a price increase of about 10% on certain capacities, driven by rising demand for semiconductor products due to mobile and AI applications [15] - Chip and Semiconductor has completed its IPO counseling, indicating a clear direction for its capital market activities [19]

每经AI快讯，12月24日，卫星互联网指数盘中涨2%，天银机电、合众思壮涨停，北斗星通、中国卫星 涨超5%，振芯科技涨超4%。 （文章来源：每日经济新闻） ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月24日，航空航天、卫星互联网强势反弹，天银机电涨超13%，广联航空涨超7%，北斗星通涨超 6%，中国卫星涨超5%。一键布局低空经济+大飞机+军民融合+商业航天的通用航空ETF华宝 （159231）场内价格现涨1.52%，盘中站上5日、10日线。 责任编辑：宋雅芳 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月24日，航空航天、卫星互联网强势反弹，天银机电涨超13%，广联航空涨超7%，北斗星通涨超 6%，中国卫星涨超5%。一键布局低空经济+大飞机+军民融合+商业航天的通用航空ETF华宝 （159231）场内价格现涨1.52%，盘中站上5日、10日线。 | | | | 分别 等目 1分 5分 15分 30分 60分 日 周 月 * | | | | | F9 曲曲盘后 酷加 九枪 画技 工具 @ 1 > | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.60 | | ...

每经记者｜宋欣悦 每经编辑｜何小桃 高涵 ① 【三大期指普涨】截至发稿，道指期货涨0.04%、标普500指数期货涨0.07%、纳指期货涨0.11%。 ⑪北京时间今晚21：30，美国第三季度GDP年化季环比将发布（因政府停摆而推迟发布）。 ④ 【黑石集团宣布收购澳大利亚标志性度假胜地汉密尔顿岛】当地时间12月22日，黑石宣布，由黑石管理的房地产基金已达成协议，从奥特利家族手中 收购澳大利亚昆士兰惠森迪群岛标志性的综合度假胜地汉密尔顿岛。 ⑤ 【美元指数跌破98，创5日新低】截至发稿，美元指数跌0.31%报97.95，创5日新低。 ⑥ 【"星链"活跃用户突破900万】12月23日，马斯克旗下卫星互联网业务"星链"（Starlink）宣布，公司的全球活跃用户数量已经突破900万关口。知名特 斯拉投资者Sawyer Merritt统计称，今年"星链"的用户增速显著加快，最新的100万增量仅花了47天。 ⑦ 【苹果公司据悉大幅增加三星DRAM采购比例】当地时间12月22日，据媒体报道，随着存储芯片价格快速上涨，苹果将扩大其iPhone存储芯片的三星 采购占比。这一转变预计将导致三星供应iPhone 17中约60%至70 ...

个股方面，上涨股票数量超过1500只，近70只股票涨停。全市场近3900只个股下跌。 海南自贸概念局部强势，海南海药（000566）、海南瑞泽（002596）、海南发展（002163）涨停。锂电池板块走强，天际股份（002759）涨停。液冷服务 器午后拉升，英维克（002837）、集泰股份（002909）涨停。半导体设备概念反复活跃，圣晖集成（603163）、亚翔集成（603929）2连板。有色·钨概念 表现活跃，翔鹭钨业（002842）、章源钨业（002378）双双涨停。 电网设备概念尾盘拉升，保变电气（600550）涨停，顺钠股份（000533）、中能电气（300062）、双杰电气（300444）、中国西电（601179）、特变电工 （600089）跟涨。 今日上市的三只新股悉数大涨，新股N天溯、N锡华均触发二次临停。 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | | N纳百川 | 115.00 | 408.17% | | 301667.SZ | | | | N锡华 | 36.81 | 264.46% | | 603248.SH | | | | N天朔计量 | 101.01 ...

港股方面，截至发稿各大指数翻绿，恒生科技跌0.8%，多只科网股集体跳水。地平线机器人跌近5%，快手跌4%，同程旅行、京东健康、腾 讯控股、华虹半导体等集体跳水。 记者丨 江佩佩 编辑丨谢珍 12月23日， A股三大指数冲高回落，最终小幅收涨： 沪指涨0.07%，深证成指涨0.27%，创业板指涨0.41%。沪深两市成交额接近1.92万亿， | 较昨日小幅放量。 | | --- | | 个股方面，上涨股票数量超过1500只，近70只股票涨停。全市场近3900只个股下跌。 | | 海南自贸概念局部强势，海南海药、海南瑞泽、海南发展涨停。锂电池板块走强，天际股份涨停。液冷服务器午后拉升，英维克、集泰股份 涨停。半导体设备概念反复活跃，圣晖集成、亚翔集成2连板。有色·钨概念表现活跃，翔鹭钨业、章源钨业双双涨停。 | | 电网设备概念尾盘拉升，保变电气涨停，顺钠股份、中能电气、双杰电气、中国西电、特变电工跟涨。 今日上市的三只新股悉数大涨，新股N天溯、N锡华均触发二次临停。 | | 首称 | 现171 | 汽跃大 | | --- | --- | --- | | N纳百川 | 115.00 | 408.17% | | 30 ...

格隆汇12月23日｜A股三大指数今日冲高回落，最终小幅收涨；截至收盘，沪指涨0.07%报3919点，深 证成指涨0.27%，创业板指涨0.41%。全市场成交额1.92万亿元，较前一交易日增量392亿元，超3800股 下跌。 | 上证指数 深证成指 | | 北证50 | | --- | --- | --- | | +2.61 +0.07% +36.26 +0.27% -9.34 -0.64% | 3919.98 13368.99 1439.94 | | | 科创50 创业板指 | | 万得全A | | 1340.02 3205.01 | | 6315.38 | | +4.77 +0.36% +13.03 +0.41% -3.71 -0.06% | | | | 沪深300 | 中证500 中证A500 | | | 4620.73 7256.79 5592.43 | | | | +9.11 +0.20% +1.13 +0.02% +12.16 +0.22% | | | | 中证1000 中证2000 中证红利 | | | | 7392.42 3118.30 | | 5459.13 | | -15.93 -0.22% ...

A股三大指数今日冲高回落，最终小幅收涨；截至收盘，沪指涨0.07%报3919点，深证成指涨0.27%，创业板指涨0.41%。全市场成交额1.92万亿元，较前一 交易日增量392亿元，超3800股下跌。 盘面上，卫星互联网板块下挫，华体科技、中国卫通等多股跌停；商业航天板块走势低迷，顺灏股份等多股跌停；旅游酒店板块走低，曲江文旅跌停；教育 板块持续走低，中国高科跌停；北斗导航板块走弱，久之洋跌逾12%；3D玻璃、6G概念及数字货币等板块跌幅居前。另外，氟化工板块走高，多氟多、天 际股份等多股涨停；玻璃玻纤板块拉升，宏和科技、九鼎新材涨停；有机硅板块活跃，三孚股份涨停；电池、能源金属及锂矿概念等涨幅居前。(格隆汇) | 涨幅榜 | 资金净流入 | 5日涨幅* | | --- | --- | --- | | 精细化工 | 保障 | 林木 | | +2.25% | +1.23% | +1.179 | | 建材 | 石油天然气 | 基本金 | | +1.03% | +1.01% | +0.86 | | 上证指数 | 深证成指 | 北证5C | | --- | --- | --- | | 3919.98 | 13368. ...