今天（12月8日）上午A股市场主要指数走高，"牛市旗手"券商板块爆发，成为上午市场主要亮点之一。 另外，概念板块方面，CPO概念大涨，相关龙头股"易中天"再大涨。 创业板大涨 "牛市旗手"爆发 今天（12月8日）A股市场主要指数悉数高开，此后总体走高。截至上午收盘，创业板指走势强劲，涨幅超过3%。深证成指、科创50指数也表现较好。 行业板块方面，被誉为"牛市旗手"的券商板块爆发，板块涨幅超过2%，兴业证券触及涨停，东北证券、华泰证券、国泰海通等跟涨。 消息面上，证监会主席吴清在中国证券业协会第八次会员大会上的致辞中表示，各证券公司要立足自身资源禀赋，发挥好比较优势，从价格竞争加快转向 价值竞争。头部机构要保持时不我待、不进则退的紧迫感，在市场竞争力、客户和投资者服务、风险管理等方面树标杆、做表率。要进一步增强资源整合 的意识和能力，用好并购重组机制和工具，实现优势互补、高效配置，力争在"十五五"时期形成若干家具有较大国际影响力的头部机构。需要强调的是， 一流投行不是头部机构的"专属"、"专利"，中小机构也要把握优势、错位发展，在细分领域、特色客群、重点区域等方面集中资源、深耕细作，努力打 造"小而美"的精品投 ...

记者丨黎雨桐 编辑丨金珊 12月8日，A股市场早盘震荡反弹，截至早盘收盘，沪指涨0.62%，深成指涨1.55%，创业板指涨3.02%。沪深两市半日成交额1.30万亿，较上个 交易日放量3025亿。全市场超3500只个股上涨。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3927.19 | 13351.47 | 1428.30 | | +24.39 +0.62% +203.80 +1.55% +19.96 +1.42% | | | | 科别20 | 创业板指 | 万得全A | | 1348.31 | 3203.06 | 6320.41 | | +22.21 +1.67% +93.77 +3.02% | | +69.77 +1.12% | | 沪深300 | 中证500 | 中证A500 | | 4632.29 | 7168.66 | 5570.34 | | +47.75 +1.04% +70.83 +1.00% +56.59 +1.03% | | | | 中证1000 | 深证100 | 中证红利 | | 7419.39 | 5889.14 | 5531.62 | ...

【午评：#创业板指半日涨超3%# 天孚通信、中际旭创等多只算力硬件股创新高】市场早盘震荡反弹， 深成指涨超1%，创业板指涨超3%。沪深两市半日成交额1.29万亿，较上个交易日放量2971亿。盘面上 热点快速轮动，全市场超3500只个股上涨。从板块来看，算力硬件概念爆发，天孚通信20cm涨停创新 高，中际旭创涨超8%创新高。商业航天概念延续强势，顺灏股份7天6板，龙洲股份、航天动力等10余 股涨停。福建板块持续活跃，实达集团13天8板，安记食品5连板。下跌方面，煤炭板块走弱，安泰集 团、陕西黑猫下挫。板块方面，算力硬件、商业航天等板块涨幅居前，煤炭、有色等板块跌幅居前。截 至收盘，沪指涨0.62%，深成指涨1.55%，创业板指涨3.02%。(智通财经APP) ...

板块方面，通信设备、能源金属、元件等涨幅居前，煤炭开采加工、贵金属、油气开采及服务等跌幅居 前。 中国经济网北京12月8日讯 市场早盘震荡反弹，截至午间收盘，上证指数报3927.19点，涨幅0.62%；深证 成指报13351.47点，涨幅1.55%；创业板指报3203.06点，涨幅3.02%。 | 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 | 通信设备 | 3.84 | 1920.67 | 1040.81 | 99.97 | 80 | റ | | 2 | 能源金属 | 3.27 | 242.80 | 111.69 | 16.57 | 13 | 0 | | 3 | 元件 | 2.96 | 898.91 | 400.67 | 64.23 | 56 | 4 | | 4 | 电子化学品 | 2.31 | 396.12 | 101.11 | 9.79 | 39 | 3 | | 5 | 车工电子 | 2.22 | ...

2025.12. 08 本文字数：1485，阅读时长大约2分钟 作者 | 一财 阿驴 11:31 A股午盘丨创业板指半日涨超3% 截至午盘，沪指涨0.62%，深成指涨1.55%，创业板指涨3.02%。 盘面上，题材股多点开花，CPO方向领涨，算力硬件、6G、超硬材料、商业航天、半导体、锂矿、 金融科技概念股纷纷走强。煤炭、油气板块走弱。 | 板块名称 | 涨幅号 | 涨速 | 涨停数 | | --- | --- | --- | --- | | 共封装光学(CPO) | +4.66% | +0.01% | | | F5G概念 | +4.64% | -0.02% | | | 通信设备 | +3.84% | -0.01% | 5 | | 光纤概念 | +3.73% | -0.02% | પ | | 铜缆高速连接 | +3.56% | -0.00% | 4 | | 6G概念 | +3.28% | +0.07% | 15 | | 能源金属 | +3.27% | +0.33% | | | 大赫弦 | +3.19% | +0.14% | | | 元件 | +2.96% | -0.02% | | | 华为手机 | +2.93 ...

A股午评：创业板指涨超3%，算力硬件概念爆发 2025-12-08 11:34 南方财经12月8日电，市场早盘震荡反弹，截至早盘收盘，沪指涨0.62%，深成指涨1.55%，创业板指涨 3.02%。沪深两市半日成交额1.29万亿，较上个交易日放量2971亿。盘面上热点快速轮动，全市场超 3500只个股上涨。 从板块来看，算力硬件概念爆发，天孚通信20cm涨停创新高，中际旭创涨超8%创新高。商业航天概念 延续强势，顺灏股份7天6板，龙洲股份、航天动力等10余股涨停。福建板块持续活跃，实达集团13天8 板，安记食品5连板。下跌方面，煤炭板块走弱，安泰集团、陕西黑猫下挫。 板块方面，算力硬件、商业航天等板块涨幅居前，煤炭、有色等板块跌幅居前。截至收盘，沪指涨 0.62%，深成指涨1.55%，创业板指涨3.02%。 相关快讯 相关文章 南方财经12月8日电，市场早盘震荡反弹，截至早盘收盘，沪指涨0.62%，深成指涨1.55%，创业板指涨 3.02%。沪深两市半日成交额1.29万亿，较上个交易日放量2971亿。盘面上热点快速轮动，全市场超 3500只个股上涨。 从板块来看，算力硬件概念爆发，天孚通信20cm涨停创新高，中 ...

Group 1 - The company Huayuan Communication (000586.SZ) plans to issue A-shares to specific investors, with the cash subscription for all new shares not exceeding 53,649,956 shares [1] - The chairman of the company, Li Hongxing, is the actual controller of the acquiring party, Hefei Dingyun Technology Industry Development Partnership, marking a management buyout and ending the company's recent status of having no controlling shareholder [1] - The valuation report from Zhongzi Asset Appraisal Co., Ltd. indicates that as of September 30, 2025, the total equity value of Huayuan Communication is 2.553 billion yuan, significantly increasing by 2.409 billion yuan from the book equity of 144 million yuan, with a growth rate of 1671.83% [1] Group 2 - Huayuan Communication was listed on the Shenzhen Stock Exchange in 1995, with main businesses including power optical cables, online monitoring products, highway electromechanical engineering, and vehicle-mounted optoelectronic products [2] - In the first three quarters of 2025, the company achieved an operating income of 361 million yuan and a net profit attributable to shareholders of 14.76 million yuan, with a debt-to-asset ratio of 43.66% [2] - The second-largest shareholder, Guangzhou Huifu Qiji Investment Partnership, holds 26.6 million shares, and another director, Liu Zhongyi, holds 3 million shares, both of which are currently under judicial freeze due to related economic disputes [2]

中国经济网北京12月8日讯 上海瀚讯(300762.SZ)5日晚披露2025年度向特定对象发行A股股票预 案，本次向特定对象发行A股股票的发行对象为不超过35名（含）的特定投资者，包括符合中国证监会 规定的证券投资基金管理公司、证券公司、信托公司、财务公司、保险机构投资者、合格境外机构投资 者、人民币合格境外机构投资者，以及符合中国证监会规定的其他法人、自然人或其他合格的投资者 等。其中，证券投资基金管理公司、证券公司、合格境外机构投资者、人民币合格境外机构投资者以其 管理的2只以上产品认购的，视为一个发行对象。信托公司作为发行对象的，只能以自有资金认购。所 有发行对象均以现金方式认购本次向特定对象发行的股票。 本次向特定对象发行的定价基准日为发行期首日。本次发行价格不低于定价基准日前20个交易日公 司股票交易均价的80%。 本次发行的股票为境内上市的人民币普通股（A股），每股面值为人民币1.00元。本次向特定对象 发行的股票将在深交所创业板上市交易。本次向特定对象发行股票募集资金总额不超过100,000.00万元 （含本数），本次发行的股票数量将按照募集资金总额除以发行价格确定，且不超过公司本次向特定对 象 ...

南方财经12月8日电，通信设备板块持续走高，天孚通信涨超14%，通宇通讯涨停，烽火通信、德科立 跟涨。 ...

Investment Rating - The report maintains an "Outperform" rating for the communication industry, indicating expected performance above the market benchmark by over 10% [6][46]. Core Insights - The communication industry is experiencing significant growth driven by advancements in AI infrastructure and cloud computing technologies, particularly with the introduction of new AI chips and optical interconnect technologies [5][11][18]. - Companies like Marvell and Credo are leading the charge with substantial revenue growth and strategic acquisitions aimed at enhancing their capabilities in AI and data center technologies [2][3][21]. - The successful launch of the "Zhuque-3" rocket marks a pivotal moment in China's commercial space endeavors, further stimulating interest and investment in the aerospace sector [4][31]. Summary by Sections Industry News Tracking - AWS successfully hosted its annual re:Invent cloud computing conference, unveiling the next-generation AI chip Trainium 4, which supports NVLink Fusion technology for high-speed chip interconnects [11][12]. - Marvell reported a 37% year-over-year revenue increase for FY2026 Q3, driven by data center demand and operational efficiency, and announced a $3.25 billion acquisition of Celestial AI to enhance its optical interconnect technology [2][18]. - Credo's FY2026 Q2 revenue reached $268 million, reflecting a 20.2% quarter-over-quarter growth, with expectations for continued growth driven by AI training and inference infrastructure [3][21]. Market Performance Review - The communication sector index increased by 3.69% this week, outperforming the CSI 300 index by 2.41%, ranking second among primary industries [4][36]. - Notable performers in the sector included satellite internet, optical devices/chips, and IoT controllers, with respective increases of 9.85%, 5.93%, and 4.35% [36]. Investment Recommendations - The report emphasizes the importance of AI computing infrastructure development, recommending investments in optical devices, communication equipment, and liquid cooling technologies [5][43]. - It suggests long-term investment in the three major telecom operators due to their stable operations and increasing dividend payouts, highlighting companies such as China Mobile and ZTE [5][43].