盘中热点和量能的匹配情况。 首先，短期大盘仍以年终过渡性走势为主，其主要特征就是低成交量窄幅波动。 由于周二市场小幅回落，周三惯性探底后企稳整理，呈现出较强韧 性，下午则在房地产板块异军突起的带领下震荡回升，跌幅明显收窄，最终深成指成功翻红。从目前看，投资者对明年市场抱有较高预期，短线没有明显 的做空动力，但考虑到年底资金分流等因素影响，暂时仍以缩量盘整走势为主，进入12月下旬后，从布局明年市场考虑，多空天平将向多方倾斜。 从热点看，热点轮动，房地产板块异军突起，既有补涨轮涨的因素作用，也有市场期待政策面对房地产给与更多支持。 此外，商业百货、教育等大 消费板块也有轮动表现，短线波动几率较高。从跌幅榜看，电力设备、光伏设备、风电设备冲高回落，跌幅居前，亦以轮动为主。 展望后市： 大盘继续震荡整理，以稳为主。从技术面看，成交量萎缩，观望气氛有所增强。关注陆续公布的11月份宏观经济数据以及 风险提示： 消息面或海外市场表现超预期，流动性的不确定性。 ...

Market Overview - The A-share market experienced volatility with a "V-shaped" reversal on Wednesday, driven by a surge in a leading real estate company's stock, which boosted market sentiment [2][10] - The current market is characterized by technical resistance above and policy support below, indicating a likely path of repeated fluctuations and potential upward movement [2][10] - Recent data from the National Bureau of Statistics shows a 0.7% year-on-year increase in CPI for November, suggesting marginal improvement in domestic demand [2][10] Sector Analysis Precious Metals - The precious metals sector saw significant gains, attributed to factors such as the onset of a Fed rate cut cycle, increased geopolitical tensions, and strong demand from global central banks [6] - The weakening dollar and inflation concerns have led investors to view gold as a hedge against inflation, with rising demand for gold in technology applications further supporting this trend [6] Hainan Free Trade Zone - Stocks related to the Hainan Free Trade Zone were notably active, with multiple stocks hitting the daily limit up. The upcoming full island closure operation on December 18 is expected to enhance market activity [7] - The new policies will allow for freer movement of goods within Hainan while maintaining controlled access from the mainland, which is anticipated to benefit related stocks [7] Real Estate - The real estate sector experienced a rebound, driven by the upcoming discussion on debt restructuring for a leading real estate company and ongoing supportive policies from the government [8] - The industry is expected to see a gradual alleviation of risks, with a focus on high-quality companies that have strong land reserves and are returning to stable growth [8] Investment Strategy - Investors are advised to focus on low-entry opportunities across various sectors, including technology growth (semiconductors, AI themes, robotics), cyclical industries (solar, batteries, chemicals), and dividend stocks (banks, utilities) [3][10] - It is recommended to select stocks with strong earnings support while avoiding high-valuation stocks lacking performance backing [3][10]

1. 网易-S第四季度业绩预期怎么样？ 截至2025年12月10日，根据朝阳永续季度业绩前瞻数据： 预测公司Q4一致预期营业收入268.97~303.47亿元，同比增长0.6%~13.5%； 预测公司Q4一致预期净利润75.81~115.85亿元，同比变动-13.5%~32.2%； 预测公司Q4一致预期经调整净利润84.54~99.78亿元，同比变动-12.7%~3.1%。 关注后续财报数据披露后能否超预期，朝阳永续港股季度业绩前瞻数据将为投资者提供业绩鉴定。 华安证券认为：网易-S在25Q3实现收入283.6亿元，同比增长8.2%，毛利率64.1%，同比增加1.2个百分点。调整后净利润95.0亿元，同比增长26.7%，净利 率33.5%，同比增加4.9个百分点。游戏业务收入233亿，同比增长11.8%，得益于《梦幻西游》PC端、《逆水寒》等游戏收入增长。《梦幻西游》PC端最 高在线人数创新高，达358万。海外市场《命运：群星》登顶多地区下载榜，后续《暗黑破坏神IV》等游戏将陆续上线。有道业务收入16.3亿元，同比增 长3.6%，持续推进"AI+教育"布局，推出新一代有道AI答疑笔SpaceX。云音乐收入19 ...

智通财经APP讯，卓越教育集团(03978)发布公告，于2025年12月10日，受限制股份单位计划受托人依据 受限制股份单位计划于公开市场上购买合共5万股股份。 ...

中国经济网北京12月10日讯 市场今日探底回升，三大指数涨跌不一。截至收盘，上证综指报3900.50点， 跌幅0.23%，成交额7303.60亿元；深证成指报13316.42点，涨幅0.29%，成交额10481.45亿元；创业板指报 3209.00点，跌幅0.02%，成交额4890.59亿元。 板块方面，贵金属、零售、教育等板块涨幅居前，贸易、其他电源设备、元件等板块跌幅居前。 A股市场板块涨跌幅排行 | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量（万手） = 总成交额（亿元）▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 音类置 | 3.38 | 508.29 | 91.27 | 8.53 | 11 | 0 | | 2 | 零售 | 2.08 | 4397.03 | 304.60 | -20.78 | રેર | 14 | | 3 | 教育 | 1.87 | 622.18 | 40.46 | 1.52 | 12 | ব | | র্ব | 房地产 | 1.80 | 6012 ...

12月10日，A股三大股指走势分化，沪指早盘低位震荡，深成指及创业板指探底回升后窄幅震荡，午后 三大股指集体拉升，盘中深成指、创业板指先后翻红，创业板指一度跌超2%；截止收盘，上证指数下 跌0.23%报3900.50点，深成指上涨0.29%报13316.42点，创业板指微跌0.02%报3209.00点，沪深300指数 下跌0.14%报4591.83点，上证50下跌0.31%报2988.64点。沪深两市成交额1.78万亿，全市场超2800只个 股下跌。 盘面热点快速轮动，海南板块持续走强，神农种业20CM涨停，欣龙控股、罗牛山、海南发展、海马汽 车等多股涨停；房地产板块午后拉升，世联行、万科A、南都物业、财信发展、华夏幸福、广宇集团多 股涨停；零售概念表现活跃，永辉超市3连板，茂业商业、中央商场2连板；算力硬件概念回暖，新易盛 再创历史新高，长飞光纤涨停；教育、影视院线板块涨幅靠前。下跌方面，培育钻石板块领跌，惠丰钻 石跌超6%，沃尔德、黄河旋风跟跌；光伏设备板块回调，上能电气、阳光电源、大全能源、弘元绿能 纷纷下跌；银行板块走弱，招商银行、农业银行下挫。 热点板块 零售板块延续强势 零售板块延续强势，东百集团 ...

Core Insights - The Guangxi region has made significant progress in economic reforms since the start of the 14th Five-Year Plan, leading to a GDP growth of 5.3% year-on-year in the first three quarters of 2025, which is consistently above the national average [1] Economic Reform and Development - Guangxi is focusing on economic system reforms to drive high-quality development, establishing a development path that integrates R&D from major cities with applications in ASEAN [1] - The region is enhancing the non-ferrous metal industry through a "Ten Ones" initiative, aiming for high-quality development in key metal sectors [1] - There are ongoing reforms in state-owned enterprises and measures to promote the high-quality development of the private economy [1] Open Economy and Trade - Guangxi is improving its open economy system, achieving a 30% increase in operational efficiency through the integration of rail and sea transport at the Beibu Gulf Port [2] - The region is actively constructing the Western Land-Sea New Corridor and enhancing connectivity across land, sea, air, and digital platforms [2] - The Free Trade Zone is undergoing upgrades, with three reform outcomes recognized as best practices nationally [2] Social and Cultural Development - The region is advancing reforms in democracy and the rule of law, with a focus on national unity and social stability, achieving a 98.22% public safety perception in the third quarter [2] - Cultural reforms are fostering innovation, with significant advancements in media integration and tourism branding [2] Public Welfare and Quality of Life - Guangxi is enhancing its social welfare system, with five vocational schools selected for a national high-level program and improvements in healthcare access [3] - The region is addressing rural elderly care services and has been recognized for its air and water quality [3] - Guangxi has also been successful in poverty alleviation, with 13 cases recognized globally, the highest in the country [3] Party and Governance Reforms - The region is implementing reforms in party governance, focusing on grassroots party building and community governance [3]

特此通知。 教育行业标准的通知 教研函〔2025〕2号 各省、自治区、直辖市教育厅(教委)，新疆生产建设兵团教育局，有关部门(单位)教育司(局)，部属各高 等学校、部省合建各高等学校： 为深入贯彻党的二十大和二十届历次全会精神，贯彻落实习近平总书记重要讲话精神和中央人才工作会 议、全国教育大会精神，落实《教育强国建设规划纲要(2024—2035年)》，加快构建中国特色、世界水 平的卓越工程师培养体系，我部研究制定了《卓越工程师教育认证标准》，现作为教育行业标准予以发 布，并自发布之日起施行。 中新网12月10日电 据教育部网站消息，教育部10日发布《教育部关于发布教育行业标准的通知》(以下 简称《通知》)。《通知》指出，该标准作为教育行业标准予以发布，并自发布之日起施行。 全文如下： 教育部关于发布《卓越工程师教育认证标准》 ...

Emerging Fields - The release of five national standards related to cybersecurity aims to strengthen national cybersecurity defenses and promote healthy development of the digital economy [1] - Seven national standards in information technology will ensure interoperability and security of information systems through unified technical application specifications [1] - Three national standards for artificial intelligence social experiments support the healthy and orderly development of intelligent societies [1] - Seven national standards for nanotechnology will assist in unifying relevant technical characterization and testing specifications [1] Transportation and Environmental Protection - A total of 44 national standards covering automotive steering systems, vehicle brake fluids, railway construction machinery, rail transit vehicles, shore power for ships, containers, and aerospace components will aid in building a strong transportation nation [1] - Ten energy-saving and environmental protection standards related to industrial boiler economic operation, meat processing, food processing, alcoholic beverages, and lead-zinc will contribute to pollution prevention efforts [1] Safety Production - National standards for assessing combustible dust explosion risks and guidelines for gas protection station construction in chemical parks will enhance safety management in hazardous chemical production [2] - Five emergency management national standards, including guidelines for emergency drills and scenario construction methods, will improve emergency response capabilities [2] - Eleven mandatory national standards for fire trucks will ensure technological advancement in fire truck products and enhance the operational capabilities of firefighting teams [2] Public Services - Three national standards for educational service management and seven guidelines for standardized education course construction in logistics, elderly care, automation, and the Internet of Things will lay the foundation for cultivating versatile talents and promoting education integration [2] - Guidelines for the usability of home health care products and services will support the development of an age-friendly society [2] - Four national standards related to digital asset management, including digital maturity and cultural digital asset valuation, will enhance the digitalization level of asset management and improve transparency and security in digital asset transactions [2] Daily Life - National standards for smart textiles will guide the standardized development of smart textile products [3] - The introduction of national standards for biodegradable plastic shopping bags will promote resource recycling [3] - Two national standards for testing methods related to formaldehyde content in leather and short-chain chlorinated paraffins will improve detection of harmful substance limits [3] - Eight national standards for surgical implants and sterilization of medical products will enhance the quality and safety of medical devices [3] - Additional national standards were released for rice, navel oranges, rural toilets, and oil drilling equipment [3]

其中，产业指导目录立足广州市产业发展需求，衔接"12218"现代化产业体系，设置鼓励用地项目目 录、限制/禁止用地项目目录。针对"12218"现代化产业体系设置鼓励用地项目目录，从产业链图谱、选 址要求、单条完整生产线最小用地规模、厂房指引、建议布局区域等方面提出指引。产业布局指南落实 广州市国土空间总体规划，衔接全市产业空间布局规划，支持构建"产业集聚区—产业区块—产业用地 —工业厂房"四级产业空间保障体系。 各类用地指南中，工业用地指南针对独立用地的制造业31个大类、179个中类项目，分别形成用地指 引。服务业用地指南针对独立用地的科技服务、专业服务、现代商贸、物流与供应链、会展等10类服务 业项目，分别形成用地指引。营利性社会事业用地指南针对独立用地的营利性邮政、体育场馆、教育、 医疗卫生及社会福利等5类营利性社会事业项目，分别形成用地指引。基础设施用地指南针对独立用地 的道路交通、铁路、港口、机场等14类基础设施用地项目，分别形成用地指引。 相关附件 广州市规划和自然资源局会同广州市发展和改革委员会组织修编《广州市产业用地指南》（以下简称 《指南》），并于近日公开征询意见。 《指南》按照"用地集约提效 ...