12月18日，A股市场整体震荡分化。 | | | 资金净流入居前的行业 | | | --- | --- | --- | --- | | 行业 | 涨跌幅 | 净流入资金 (亿元) | 资金流入较多个股 | | 银行 | 1. 81% | 75. 68 | 招商银行 | | 国防军工 | 1. 63% | 41. 68 | 航天发展 | | 矢药生物 | 1.02% | 22. 16 | 海王生物 | | 传媒 | 0. 56% | 11. 74 | 三七互娱 | | 交通运输 | 0. 13% | 8. 70 | 上海机场 | | | | 资金净流出居前的行业 | | | 行业 | 涨跌幅 | 净流入资金 | 资金流出较多个股 | | | | (亿元) | | | 电子 | -0. 56% | -188. 14 | 工业富联 | | 电力设备 | -1. 19% | -139.24 | 宁德时代 | | 汽车 | 0. 23% | -50. 19 | 比亚迪 | | 通信 | 0. 35% | -45.90 | 中际旭创 | | 非银金融 | -0. 64% | -45. 40 | 中信证券 | 4.主力资金 ...

12月18日，A股市场整体震荡分化。 截至收盘，上证指数收报3876.37点，上涨0.16%；深证成指收报13053.97点，下跌1.29%；创业板指收报3107.06点，下跌2.17%。两市合计成交 16554.83亿元，较上一交易日减少1556.63亿元。 1. 两市主力资金净流出超290亿元 今日沪深两市主力资金开盘净流出91.88亿元，尾盘净流出53.32亿元，两市全天主力资金净流出291.67亿元。 | | | 沪深两市最近五个交易日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | 尾盘净流入 | 超大单净买入 | | 2025-12-18 | -291. 67 | -91. 88 | -53. 32 | -112. 97 | | 2025-12-17 | -67. 30 | -64. 62 | 33. 23 | 47.03 | | 2025-12-16 | -520. 66 | -188. 21 | -55.16 | -268. 81 | | 2025-12-15 | -360. 27 | -151. ...

福石控股公告，控股股东福石资产质押1220万公司股份，占其所持股份比例16.11%，占公司总股本比 例1.27%。质押开始日为2025年12月16日，质押用途为自身资金需求。 ...

证券日报网讯 12月17日晚间，新华网发布公告称，因容诚会计师事务所内部工作调整，原签字注册会 计师卢珍、姚贝、张娇娇不再提供2025年度审计服务，现委派张立志为项目合伙人及签字注册会计师， 吴翠红、郭子友为签字注册会计师，变更不影响公司2025年度财务报告审计工作。 （文章来源：证券日报） ...

| 通信 | | | | 线上线下 | | | --- | --- | --- | --- | --- | --- | | 非银金融 | -0.62 | 221.46 | 30.04 | 瑞达期货 | -6.18 | | 电子 | -1.36 | 1237.75 | -2.17 | 伊戈尔 | -6.44 | | 电力设备 | -1.50 | 651.98 | -16.66 | 华通线缆 | -8.39 | 证券时报·数据宝统计，截至上午10:19，今日沪指涨0.13%，A股成交量444.07亿股，成交金额7213.46亿 元，比上一个交易日减少7.38%。个股方面，3779只个股上涨，其中涨停58只，1522只个股下跌。从申 万行业来看，纺织服饰、煤炭、传媒等涨幅最大，涨幅分别为1.14%、1.12%、1.03%；电力设备、电 子、非银金融等跌幅最大，跌幅分别为1.50%、1.36%、0.62%。（数据宝） 今日各行业表现（截至上午10:19） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | ...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 甲骨文重燃AI担忧压垮美股，纳指跌近2%，标普500、道指四连跌。英伟达跌近4%，甲骨文跌超5%，CoreWeave跌超7%。特斯拉跌超4%，告别纪录高 位。被华纳董事会拒绝收购的派拉蒙跌超5%。创今年最大IPO的Medline涨41%。美光绩后一度涨逾6%。 美元结束两连跌，走出逾两个月低位。英国CPI后央行年内降息预期升温，英债反弹，英镑刷新一周低位。 加密货币美股早盘冲高回落，比特币盘中较日高跌超5%、跌破8.6万美元，以太坊一度较日高跌近8%。 黄金盘中涨超1%、逼近逾七周高位；期银盘中涨超6%创新高。地缘风险加剧，原油扭转四连跌、盘中涨超2%，脱离四年低位。 亚洲时段，创业板涨超3%，沐曦涨近700%，算力硬件爆发，金融股走强，宽基ETF放量，碳酸锂期货涨超7%，铂钯期货涨停，沪银涨超5%，港股科技股 普涨。 要闻 美联储理事沃勒：仍有50-100BP降息空间，但无需急于行动。美国财长贝森特：对哈塞特是否具备出任美联储主席资格的任何担忧都是荒谬 的。 特朗普出动"南美史上最大规模舰队"封锁委内瑞拉受制裁油轮；威胁对俄新 ...

Market Overview - The U.S. stock market experienced a decline, with the Dow Jones Industrial Average falling by 0.47% to close below 48,000 points, the Nasdaq dropping by 1.81%, and the S&P 500 decreasing by 1.16% [1] - The VIX, a measure of market volatility, surged by 6.9% to 17.62, indicating increased investor anxiety [1] Technology Sector Performance - Major tech stocks saw significant declines, with Nvidia down 3.8%, Microsoft down 0.1%, Amazon down 0.6%, Apple down 1.0%, Meta down 1.2%, Google down 3.1%, and Tesla down 4.6% [2] - The Philadelphia Semiconductor Index fell by 3.3%, with notable drops in chip manufacturers such as Broadcom down 4.4% and AMD down 5.3% [3] Corporate Developments - Oracle's stock dropped by 5.4% following news that its largest data center partner, Blue Owl Capital, would no longer fund a $10 billion data center project, raising market concerns despite Oracle's clarifying announcement [3] - Warner Bros. Discovery's stock fell by 2.3% after the board rejected a $108.4 billion hostile takeover bid from Paramount-DreamWorks, opting instead for a more certain offer from Netflix [3] Commodity Market Movements - International oil prices rebounded significantly, with WTI crude oil increasing by 1.21% to $55.94 per barrel and Brent crude oil rising by 1.29% to $59.68 per barrel [3] - Precious metals saw gains driven by risk-averse sentiment, with COMEX gold futures rising by 1.00% to $4,347.50 per ounce and COMEX silver futures increasing by 5.64% to $66.237 per ounce, both reaching historical closing highs [3] Regulatory and Policy Updates - The Ministry of Finance reported that from January to November 2025, stamp duty revenue reached 404.4 billion yuan, a year-on-year increase of 27%, with securities transaction stamp duty at 185.5 billion yuan, up 70.7% [3] - The National Development and Reform Commission, along with five other departments, issued a notice promoting clean and efficient coal utilization, encouraging upgrades and modifications to existing projects to meet benchmark levels [4]

Core Insights - The meeting led by Liu Kun emphasized the importance of utilizing long-term funds and patient capital to support national development needs, particularly in the integration of technological and industrial innovation [1] Group 1: Asset Allocation - As of the end of Q3 this year, the market value of technology stocks (TMT sector, including electronics, communications, computers, and media) held by the social security fund exceeded 46.9 billion, marking a historical high for the same period [1] - This represents a significant increase of nearly 61% compared to the end of Q3 last year and more than an 18-fold increase compared to the same period in 2011, indicating strong support for technology stocks by the social security fund [1] Group 2: Long-term Holdings - The social security fund has consistently held positions in six technology stocks, including Zhongnan Media, Zhongyuan Media, Phoenix Media, Yilian Network, Sanhuan Group, and Transsion Holdings, for 24 consecutive quarters, with Transsion Holdings and Yilian Network each having a market value exceeding 1 billion at the end of the period [1] - Additionally, there are 11 other technology stocks that have been held for more than three years, with Pengding Holdings having a market value exceeding 3.2 billion at the end of the period [1] - The long-term holdings of the social security fund in technology stocks can be categorized into two types: industry-leading stocks with high dividend ratios and media stocks with high dividend yields [1]

证券时报记者 陈见南 12月15日，社保基金会党组书记、理事长刘昆主持召开党组会议，传达学习中央经济工作会议精神，研究贯彻落 实工作。会议提出，充分发挥长期资金、耐心资本作用，积极服务国家发展需要，更好支持科技创新和产业创新 深度融合。 从资产配置来看，截至今年三季度末，社保基金重仓的科技股（TMT板块，包括电子、通信、计算机和传媒四大 行业）期末市值超过469亿元，创出历史同期新高，相比去年三季度末大幅增长近61%，相比2011年同期增长18倍 多，彰显出社保基金对科技股的支持。 从行业分布来看，社保基金持有电子行业期末市值接近274亿元，在科技板块中持股市值最高。其次是计算机行 业，社保基金期末持股市值超过77亿元。另外，社保基金持有传媒、通信行业期末市值分别为73.22亿元和44.33亿 元。 从个股来看，传音控股有3只社保基金持仓，期末持股市值超过45亿元，居首。开源证券认为，公司手机产品持续 向中高端转型并拓展更多市场，非洲地区智能机渗透率提升也有望带来长期增量，公司有望凭产品多元化、业务 全球化、品类高端化保持快速增长。此外，鹏鼎控股、分众传媒、紫光国微、深南电路等多只个股社保基金持仓 市值均超过 ...

Group 1 - Shanghai Airport signed three duty-free store project operation rights transfer contracts with Dufour and China Duty Free Group, with no impact on current year performance but expected positive influence on revenue from 2026 to 2033 [1] - China CNR Corporation signed several major contracts totaling approximately 533.1 billion yuan, including wind power and energy storage equipment sales contracts worth about 166.5 billion yuan, which represents 21.6% of the company's projected 2024 revenue [2] - CICC is planning to absorb and merge with Dongxing Securities and Xinda Securities through a share exchange, with stock trading resuming on December 18, 2025, pending board and shareholder approvals [3] Group 2 - Xiechuang Data signed a cooperation agreement for a research and production project of optical chips and modules in Guangzhou, which is expected to positively impact future performance if successfully implemented [4] - Meike Home is planning to acquire control of Shenzhen Wandeli Optoelectronics through a combination of share issuance and cash payment, with stock suspension starting December 18, 2025 [5] - Bona Film Group is preparing multiple film and series projects, actively participating in the New Year and Spring Festival releases, while facing stock trading volatility due to a significant price drop [6] Group 3 - Tongrentang clarified that it does not hold any equity or investment rights in Sichuan Health Pharmaceutical, which is a subsidiary of its controlling shareholder, and is taking steps to address related reports [7][8] - Fengxing Co. plans to acquire 75% of Baiyin Huaxin, which is expected to constitute a major asset restructuring [9] - Deep City Transportation plans to raise no more than 1.8 billion yuan through a private placement for the development of intelligent transportation equipment [9]