1月12日，A股市场震荡拉升，截至收盘，三大指数均涨超1%，沪深两市成交额3.6万亿，连续第2个交易日突破3万亿，较上一个交易日放量4922亿，刷新 此前在2024年10月8日创下的成交额历史纪录。全市场超4100只个股上涨，其中201只个股涨停。 午后，脑机接口概念股走高，南京熊猫（600775）盘中实现6天5板；可控核聚变概念股表现活跃，法尔胜（000890）涨停，哈焊华通（301137）涨超 11%。数字媒体、军工电子、软件服务、云服务等板块涨幅居前。 可控核聚变概念异动拉升，中国核建（601611）、雪人集团（002639）走出4天3板，国光电气、哈焊华通涨超10%，常辅股份、合锻智能（603011）、中 核科技（000777）、爱科赛博等冲高。消息面上，近日，新奥自主设计开发的第二代高温超导模型TF线圈顺利通过出厂测试，各项指标均满足新奥氢硼 球形环的需求，并达到预期设计指标。作为商业聚变堆中建造成本最高的关键部件，磁体的技术突破对聚变商业化至关重要。 关于A股后市，中航证券首席经济学家董忠云认为，从2026年第一周来观察，春季躁动或已迎来主升浪，行情主要来自基本面、政策面和基本面改善的支 撑。他指 ...

每经AI快讯，1月12日，市场震荡拉升，三大指数均涨超1%，创业板指探底回升，此前一度跌超1%。 沪深两市成交额3.6万亿，连续第2个交易日突破3万亿，较上一个交易日放量4787亿，刷新此前在2024 年10月8日创下的成交额历史纪录。盘面上，市场热点轮番活跃，全市场超4100只个股上涨，其中201只 个股涨停。从板块来看，AI应用概念全线爆发，引力传媒6天5板，利欧股份、天下秀、省广集团2连 板，卫宁健康、新点软件、福昕软件等多股涨停。商业航天概念延续强势，金风科技5连板，通宇通讯4 天3板。可控核聚变概念表现活跃，中国核建4天3板。下跌方面，保险、油气、房地产等板块跌幅居 前。截至收盘，沪指涨1.09%，深成指涨1.75%，创业板指涨1.82%。 （文章来源：每日经济新闻） ...

凤凰网财经讯 1月12日，市场震荡拉升，三大指数均涨超1%，创业板指探底回升，此前一度跌超1%。 沪深两市成交额3.6万亿，连续第2个交易日突破3万亿，较上一个交易日放量4787亿，刷新此前在2024 年10月8日创下的成交额历史纪录。盘面上，市场热点轮番活跃，全市场超4100只个股上涨，其中201只 个股涨停。从板块来看，AI应用概念全线爆发，引力传媒6天5板，利欧股份、美年健康、天下秀、省 广集团2连板，卫宁健康、新点软件、福昕软件等多股涨停。商业航天概念延续强势，金风科技5连板， 通宇通讯4天3板。可控核聚变概念表现活跃，中国核建4天3板。下跌方面，保险、油气、房地产等板块 跌幅居前。截至收盘，沪指涨1.09%，深成指涨1.75%，创业板指涨1.82%。 ...

1月12日午后，越秀资本（000987）快速上涨并触及涨停，随后涨幅有所回落，截至发稿涨8.29%，报10.97元/股，成交额 近30亿元。 此前，越秀资本在互动平台回答投资者提问时表示，公司控股子公司越秀产业基金坚持"产业联盟+投研驱动"策略，与航 天、集成电路、高端装备制造等国家战略性新兴产业的龙头企业加强合作，围绕产业链上下游挖掘优质投资项目，助力新 质生产力发展。 东方明珠12日开盘"一字"涨停，实现4连板，报14.65元/股。 | 越秀资本 < V ા | | --- | | 000987 深股通 ▼ | | 10.97 今开 10.70 最高 11.14 最低 10.40 | | 8.29% 0.84 换手 5.52% 总手 277万 金额 29.86亿 | | 总值 550.4亿 流值 550.1亿 市盈利 13.71 更多 | | 分时 | 王日 | 日 K | 周K | 月Ｋ | 更多,◎ | | | --- | --- | --- | --- | --- | --- | --- | | 11.14 | | | 9.97% | | | | | | | | | 참 ■ | | 资金 | | 4 ...

Group 1 - ARK Invest, founded by Cathie Wood, has made significant adjustments to its holdings, including buying shares of Broadcom and selling shares of Palantir [2] - The fund purchased 31,573 shares of Broadcom, valued at approximately $10 million, making it the only ARK fund holding Broadcom stock [2] - ARK sold 58,741 shares of Palantir, also valued at around $10 million, reducing its holdings in the data analytics company to 376,629 shares [2] Group 2 - ARK's Space and Defense Innovation ETF adjusted its holdings by buying 162,270 shares of Joby Aviation and 73,097 shares of Archer Aviation, both focused on developing autonomous electric aircraft [3] - Archer announced plans to integrate NVIDIA chips into its air taxi, which may have influenced ARK's investment decision [3] - Joby expects to double its monthly production by 2027 after acquiring a manufacturing facility in Ohio [3]

上证指数 创业板指 深证成指 -3366.71 -4151.14 -14305.10 +30.71 +0.75% +184.94 +1.31% +38.9 +1.17% 今日早盘，沪指震荡拉升，深成指涨超1%，创业板指探底回升，此前一度跌超1%。量能持续放大， 沪深两市半日成交额2.31万亿，较上个 交易日放量2455亿。 盘面上热点轮番活跃， 全市场超3800只个股上涨，其中139只个股涨停。 从板块来看， AI应用概念 全线爆发，掀起涨停潮，引力传媒6天5板，利欧股份、美年健康、天下秀、省广集团2连板。 商业航天概念 延续 强势，鲁信创投12天10板，金风科技5连板，通宇通讯4天3板。 光伏概念 表现活跃，东方日升触及20cm涨停。 零售概念 走高，茂业商业 2连板，三江购物、家家悦涨停。下跌方面，油气、煤炭等方向跌幅居前。 截至收盘，沪指涨0.75%，深成指涨1.31%，创业板指涨1.17%。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 市场概况 83.72%用户看涨 > 2069 1213 826 399 336 225 174 162 142 ...

| 序号 | | | | | --- | --- | --- | --- | | | 证券代码 ◆ | 证券简称 ◆ | 交易日期⇒ | | 1 | 601318.SH | 中国部安 | 2026-01-09 | | 2 | 002202.SZ | 金风科技 | 2026-01-09 | | ന | 300308.SZ | 中际旭创 | 2026-01-09 | | ব | 300418.SZ | 昆仑万维 | 2026-01-09 | | 5 | 600030.SH | 中信证券 | 2026-01-09 | | 6 | 300136.SZ | 信维通信 | 2026-01-09 | | 7 | 300450.SZ | 先导智能 | 2026-01-09 | | 8 | 002173.SZ | 创新医疗 | 2026-01-09 | | ರಿ | 603179.SH | 新泉股份 | 2026-01-09 | | 10 | 300750.SZ | 宁德时代 | 2026-01-09 | 中泰证券研报表示，中国商业航天正从"探索验证"阶段向"成长爆发"期过渡，行业迎来关键发展拐点。预计在"十五五"期间，随着政 ...

1月12日，港股集体高开，其中恒生指数涨0.55%，报26376.84点，恒生科技指数涨0.88%，报5737.43 点，国企指数涨0.75%，报9116.01点，红筹指数涨0.68%，报4129.13点。 盘面上，大型科技股多数走高，阿里巴巴涨0.27%，腾讯控股涨0.82%，京东集团涨0.87%，小米集团跌 0.21%，网易涨0.37%，美团涨2.84%，快手涨1.47%，哔哩哔哩涨2.06%；贵金属板块多股高开，赤峰黄 金涨4%，紫金矿业涨2.72%；商业航天概念继续活跃，亚太卫星涨超5%；芯片股高开，天数智芯涨超 3%；今日豪威集团登陆港交所，首日高开逾3%。 企业新闻 舜宇光学科技(02382.HK)：12月手机镜头出货量为9559.2万件，同比减少8.9%。车载镜头出货量为747.7 万件，同比增长17.7%。手机摄像模组出货量为3774.4万件，同比减少29.3%。主要受客户年底的库存管 控、圣诞节假期等因素影响。 东方海外国际(00316.HK)：截至2025年12月31日止第4季度的航线收入较去年同期减少17.2%，报20.81 亿美元。总载货量上升0.8%，运载力上升4.5%。整体运载率较 ...

Group 1: Home Appliances Industry - The report emphasizes the importance of capturing opportunities at the bottom of the consumer sector, focusing on the "dividend +" allocation direction as high-end consumption and certain mass-market products show signs of recovery [1][5] - The report highlights that the market is gradually returning its attention to the consumer sector due to the implementation of national subsidy policies and the demand for high-quality investments, although high valuations and non-mainstream sectors remain less attractive [1][5] - Key recommendations include focusing on companies with strong business models, high dividends, stable performance, and favorable valuations, such as Haier Smart Home, Midea Group, and Gree Electric [3][5] Group 2: Commercial Aerospace and Power Equipment Industry - The commercial aerospace sector in China is characterized by grand planning and significant potential, with expectations for a transition from "hundreds" to "thousands" of low-orbit satellites between 2026 and 2027, marking a shift to mass production and high-density launches [6] - The report suggests that the aerospace cable industry, which requires high environmental performance and reliability, is expected to see significant growth due to the increasing frequency of rocket launches, with recommendations to focus on companies like Hualing Cable [6][7] - The report also discusses the importance of rocket fuel tanks, which represent a significant cost in rocket structures, and suggests monitoring companies like Taisheng Wind Energy for investment opportunities [7] Group 3: Inflation and Economic Indicators - The report notes that the Consumer Price Index (CPI) increased by 0.8% year-on-year in December, the highest since March 2023, indicating a recovery in prices [10][11] - The Producer Price Index (PPI) showed a month-on-month increase of 0.2% in December, with a narrowing year-on-year decline, suggesting a potential acceleration in nominal GDP growth [11][12] - The report anticipates that the trends of rising inflation and nominal GDP growth will continue into 2026, supported by improving economic indicators [11][12]

Group 1: Government Policies and Initiatives - The State Council of China has implemented a package of fiscal and financial policies to promote domestic demand, emphasizing the importance of coordinating fiscal and financial policies to stimulate effective demand and macroeconomic regulation [1] - The policies aim to enhance consumer spending by optimizing loan interest subsidy policies for service industry operators and personal consumption loans, as well as supporting private investment through various financial mechanisms [1] Group 2: Market Developments - The China Securities Regulatory Commission (CSRC) is working to improve the institutional environment for long-term investments, encouraging various types of long-term funds to increase their market participation, with long-term funds holding approximately 23 trillion yuan in A-share market value, a 36% increase from the beginning of the year [2] - The CSRC has also raised the reward standards for whistleblowers reporting securities and futures violations, with the maximum reward now set at 1 million yuan [3] Group 3: Stock Market Activity - Three major stocks, including Jia Mei Packaging and Guosheng Technology, are set to resume trading after completing related investigations, with Jia Mei Packaging's stock price having surged over 230% in a short period [4] - Tianpu Co., which saw a 1600% increase in stock price, is under investigation by the CSRC for abnormal trading activities [4] Group 4: Industry Changes - China has applied for frequency resources for over 200,000 satellites, with more than 190,000 satellites coming from the Radio Innovation Institute [5] - The Ministry of Finance and the State Taxation Administration announced the cancellation of export tax rebates for photovoltaic products starting April 1, 2026, and for battery products starting January 1, 2027, marking a significant policy shift for the photovoltaic industry [6] Group 5: International Relations - The U.S. Department of Commerce has withdrawn a plan to place Chinese-manufactured drones on a restricted list, which was initially proposed due to national security concerns [7][8] Group 6: Economic Indicators - The U.S. labor statistics revealed a lower-than-expected increase in non-farm employment for December, leading analysts to believe that the Federal Reserve's interest rate cut expectations have diminished significantly [9] Group 7: Market Strategy - The A-share market has shown strong upward momentum, with the Shanghai Composite Index reaching a 10-year high, driven by sectors such as AI applications and commercial aerospace [10] - Investors are advised to focus on technology growth assets while being cautious of high-volatility stocks [10] Group 8: Technological Advancements - The successful first flight of the "Tianma-1000" unmanned transport aircraft, designed for logistics and emergency rescue, highlights advancements in domestic drone technology [11] - Major companies are entering the AI hardware space, indicating a competitive landscape for the next generation of smart technology [12]