资料显示，AI for Science是利用人工智能技术加速科学发现、优化研究流程的新范式 ，其核心是通过大模型、智能体等工具解决复杂科学问题。 今天上午，其概念股志特新材（300986）"20CM"涨停，迎来四连板。今年以来，志特新材股价已涨107.33%。资料显示，依托AI for Science新范式，志特 新材与合作方凭借"AI+机器人"研发模式，研发出"薄型相变高温隔热阻燃材料"。 业内人士表示，AI for Science是AI应用里成果商业转化最快也是空间最可观的领域，核心源于其可以精准解决研发密集型行业"周期长、成本高、试错 难"的核心痛点，形成"技术突破—效率提升—商业闭环"的快速转化链路。 国金证券表示，AI for Science正在步入"多模态大模型+自动化实验"时代，"自驱动实验室"（Self-DrivingLab）等多智能体协同平台正加速发展。未来，AI 将与机器人实验密切配合，人机协同进行全流程闭环科学研究。其应用场景有三类特点：长研发周期与高成本、数据驱动与大规模计算、高维度设计空 间。 今天上午，AI应用、可控核聚变、脑机接口、商业航天四大新兴产业赛道联手走强。大金融回调，证 ...

Market Overview - A-shares showed mixed performance on January 8, with the Shanghai Composite Index slightly up by 0.09% to 4089.45 points, while the Shenzhen Component Index fell by 0.2% to 14003.09 points and the ChiNext Index decreased by 0.52% to 3312.47 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.77 trillion yuan, a decrease of 701 billion yuan compared to the previous trading day [1] Sector Performance - Strong sectors included brain-computer interface, commercial aerospace, and controllable nuclear fusion, with several stocks hitting the daily limit [2][1] - Declining sectors included brokerage stocks, with Huayin Securities hitting the daily limit down [1][2] Institutional Insights - CITIC Securities predicts that the global oil market will enter a supply surplus cycle by 2026, with an expected surplus of 3.84 million barrels per day, leading to a systemic decline in oil prices [3] - The focus is shifting from "oil prices" to "companies," with opportunities in refining, shale oil, and natural gas sectors highlighted [3] - Guotai Junan emphasizes the competitive advantage of China's advanced manufacturing industry, particularly in lithium batteries and wind power, suggesting a focus on companies with strong profitability and global expansion potential [4] Regulatory Developments - The Ministry of Industry and Information Technology and other departments held a meeting to regulate the competition order in the power and energy battery industry, addressing issues like irrational competition and capacity management [5] Technological Advancements - Geely Auto has received an L3 autonomous driving road test license, covering the largest area and longest mileage in the country, which will facilitate extensive testing and data collection for autonomous driving capabilities [6][7]

消息面上，据智通财经报道，高盛1月7日发布2026中国股票展望报告，建议今年超配（Overweight）A股和H股。报告预计，MSCI中国指数和沪深300指 数今年分别上涨20%和12%，主要上涨动力包括上市公司每股收益仍能保持两位数增长，估值适中以及全球投资者对中国股票的持仓普遍较低。 下跌方面，证券板块盘中持续调整，华林证券（002945）触及跌停，华安证券（600909）、华泰证券、广发证券、国泰海通、兴业证券等跌幅靠前。能源 金属、保险、乳业等板块亦表现不佳。 港股主要指数集体低开，截至11:30，恒生指数、恒生科技指数、恒生国企指数均跌超1%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 恒生指数 | 26121.58 | -337.37 | -1.28% | | 恒生科技 | 5675.50 | -63.02 | -1.10% | | 恒生生物科技 | 15905.30 | 12.05 | 0.08% | | 恒生中国企业指数 | 9033.94 | -104.81 | -1.15% | 国产大模型公司智谱登陆港交所，首日开盘大涨，盘中涨幅 ...

Market Overview - A-shares opened lower on January 8, with the Shanghai Composite Index slightly rising while the Shenzhen Component and ChiNext Index fell by 0.2% and 0.52% respectively. The total trading volume in the Shanghai and Shenzhen markets reached 1.78 trillion yuan, with over 3,700 stocks rising, including 80 stocks hitting the daily limit up [1]. Sector Performance - The commercial aerospace sector saw a surge, with over 10 constituent stocks hitting the daily limit up. Notable performers included Luxin Venture Capital with 8 consecutive limit ups and Galaxy Electronics with 4 consecutive limit ups [2]. - The brain-computer interface concept also gained traction, with stocks like Innovation Medical, Pulite, and Nanjing Panda achieving 4 consecutive limit ups. The controllable nuclear fusion concept was active, with China First Heavy Industries, China National Machinery Industry Corporation, and China Nuclear Engineering Group achieving 2 consecutive limit ups [2]. Declining Sectors - The securities sector experienced continuous adjustments, with Huayin Securities hitting the limit down. Other securities firms like Huatai Securities, GF Securities, and others also saw significant declines [3]. - Other underperforming sectors included energy metals, insurance, and dairy industries [3]. Hong Kong Market - Major indices in the Hong Kong market opened lower, with the Hang Seng Index, Hang Seng Technology Index, and Hang Seng China Enterprises Index all dropping over 1% [3]. - Domestic large model company Zhipu Technology debuted on the Hong Kong Stock Exchange, initially rising by up to 10% before retreating to a 7.4% increase. The chip stock Tianzhixin performed even better, soaring over 31% at the opening and currently showing a 12.31% increase [4]. Commodity Market - Gold and silver prices fell across the board, with spot gold dropping below $4,450 per ounce and domestic commodity futures reflecting similar declines. SHFE silver fell over 3% [7]. - Specific price movements included London gold at $4,442.098 per ounce, down 0.32%, and SHFE gold at 999.78 yuan per gram, down 0.55% [8][9]. Lithium Carbonate - Lithium carbonate prices surged, approaching 150,000 yuan per ton, indicating strong demand in the market [10].

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index rising by 0.09% to 4089.45 points, while the Shenzhen Component Index fell by 0.2% to 14003.09 points, and the ChiNext Index decreased by 0.52% to 3312.47 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.77 trillion yuan, with over 3700 stocks rising, including 80 stocks hitting the daily limit [1] Key Sectors Commercial Aerospace - The commercial aerospace sector remained strong, with multiple stocks hitting the daily limit, including Galaxy Electronics with four consecutive limit-ups [3] - The sector is entering a new phase of rapid development, with significant catalysts expected in the near future [3] Controlled Nuclear Fusion - The controlled nuclear fusion sector continued its strong performance, with several stocks, including China Nuclear Engineering, hitting the daily limit [2] - The sector is gaining attention due to breakthroughs in high-temperature superconductors and artificial intelligence, with a focus on engineering and commercial viability [2] Computing Power Chips - The computing power chip sector saw gains, with Haiguang Information rising over 10% [4] - The Ministry of Industry and Information Technology has issued guidelines to enhance AI computing power supply, supporting the development of key technologies [4] Electronic Chemicals - The electronic chemicals sector experienced an uptick, with stocks like Sanfu Co. and Heyuan Gas hitting the daily limit [5] - The Ministry of Commerce has initiated an anti-dumping investigation into imported dichlorodihydrosilane from Japan, which may impact the domestic industry [5] Institutional Insights Citic Securities - Citic Securities suggests a higher probability of market upward movement in 2026, driven by the balance between external and internal demand [6] - The firm recommends focusing on sectors with lower concentration but increasing attention and catalysts, such as chemicals and engineering machinery [7] Zhongtai Securities - Zhongtai Securities maintains a cautiously optimistic view on the technology sector, suggesting that funds may tighten temporarily but could lead to buying opportunities [8] - The firm emphasizes the importance of direction selection and rhythm control in investment strategies [8] Everbright Securities - Everbright Securities notes increasing divergence among market funds, indicating potential volatility risks [9] - The firm highlights the AI concept on the edge, with an upcoming AI hardware exhibition expected to stimulate related sectors [9]

Group 1 - The A-share market saw a significant rise in controllable nuclear fusion concept stocks, with notable increases such as Hahai Huaton up over 14% and Hekang New Energy up over 11% [1] - The Chinese Academy of Sciences' Hefei Institute of Physical Science announced breakthroughs in controllable nuclear fusion technology, confirming the existence of a density-free zone in the Tokamak and providing important physical evidence for high-density operation of magnetic confinement fusion devices [1] - The global first fully high-temperature superconducting Tokamak fusion experimental device, developed by a commercial company, achieved a steady-state long pulse plasma operation of 120 seconds during its 5319th experiment, marking a significant milestone in nuclear fusion research [1] Group 2 - The 2026 Nuclear Fusion Energy Technology and Industry Conference is scheduled to be held from January 16 to 17 in Hefei, focusing on technological engineering and commercial feasibility breakthroughs in the controllable nuclear fusion industry [2] - CITIC Securities reports that the current focus in the controllable nuclear fusion industry is on engineering technology and commercial viability, with large scientific installations and experimental reactors generating substantial orders and high-value investment opportunities concentrated in the mid-to-upstream segments [2] Group 3 - Notable stock performances include: - Hahai Huaton (301137) up 14.39% with a market cap of 11 billion and a year-to-date increase of 28.89% [3] - Hekang New Energy (300048) up 11.86% with a market cap of 7.876 billion and a year-to-date increase of 17.31% [3] - Xue Ren Group (002639) up 10.02% with a market cap of 18.7 billion and a year-to-date increase of 29.89% [3] - Other companies such as China Nuclear Engineering (601611) and Guoji Heavy Equipment (601399) also showed significant gains, with increases around 10% and market caps exceeding 400 billion [3]

Core Viewpoint - The A-share and Hong Kong stock markets are experiencing a continuous upward trend, with the Shanghai Composite Index achieving a historic "14 consecutive days of gains," confirming the ongoing "policy bull" market since September 24, 2024 [1][7]. Policy and Economic Environment - Economic growth stabilization policies are gradually taking effect, expected to improve economic data in 2026 and boost demand through moderate price recovery [1][7]. - The new "National Nine Articles" has significantly changed the A-share market ecosystem, with companies increasing cash dividends and stock buybacks to reward investors [1][7]. - The central bank has introduced policy tools to support the capital market and attract incremental capital [1][7]. Market Dynamics - In 2025, the Shanghai Composite Index broke the 4000-point mark for the third time, with concerns that it might be a market peak; however, it is viewed as the starting point for a new market phase [1][7]. - The market is expected to transition from a structural bull to a comprehensive bull market in 2026, driven by the increasing participation of retail investors [2][8]. Investor Behavior - The public fund sales in 2025 exceeded 1 trillion units, with equity funds accounting for over half [2][8]. - In December 2025, 2.6 million new stock accounts were opened, marking a 30.54% year-on-year increase, indicating a strong trend of household savings moving into the capital market [2][8]. - By the end of 2025, the total number of A-share accounts approached 400 million, with individual investors making up over 99% of the market, highlighting its retail-driven nature [2][8]. Market Performance - The A-share market saw an overall increase in 2025, with the Shanghai Composite Index rising by 18.41% and the ChiNext Index increasing by over 50%, reflecting a broadening market profit effect [3][9]. - The current bull market is characterized by a slow and steady increase, potentially lasting 3-10 years, marking a significant shift in A-share market dynamics [3][9]. Future Outlook - The 2026 market is expected to continue the trends of 2025, with technology stocks remaining a key investment focus, alongside sectors like consumption, new energy, and military industry [4][10]. - The bull market is seen as a once-in-a-decade opportunity, with the potential to set historical records in duration [4][10]. Economic Impact - The bull market aims to boost consumption by enhancing household balance sheets and consumer confidence, thereby stimulating domestic demand [5][11]. - It is also expected to stabilize the real estate market as investors may redirect profits from the stock market into property purchases [5][11]. - The market's prosperity will support the development of innovative technology companies, fostering economic transformation and new growth drivers [6][11].

Group 1 - The concept of controlled nuclear fusion has gained momentum, with several stocks such as China Nuclear Engineering, Snowman Group, and others hitting the daily limit up, while stocks like Yingjie Electric and Zhongtai Co. have seen increases of over 6% [1][6] - The Chinese Academy of Sciences has announced a breakthrough in controlled nuclear fusion technology, confirming the existence of a density-free zone in the EAST experimental device, which provides important physical evidence for high-density operation of magnetic confinement fusion devices [1][6] - Controlled nuclear fusion is considered the ultimate solution for the energy revolution due to its abundant resources, environmental friendliness, and zero-carbon safety [1][6] Group 2 - The global fusion industry has experienced explosive growth, with total investment rising from $1.9 billion in 2021 to $9.7 billion, and an additional $2.6 billion expected in 2024 [2][7] - The global nuclear fusion market is projected to reach $496.55 billion by 2030 and exceed $1 trillion by 2050, driven by breakthroughs in high-temperature superconductors and artificial intelligence [2][7] - The focus of the controlled nuclear fusion industry is on technological engineering and commercial feasibility, with significant investment opportunities concentrated in the upstream sector [2][7] Group 3 - There are 59 stocks in the A-share market related to controlled nuclear fusion, with 22 companies reporting R&D expenses exceeding 5% of their revenue for the first three quarters of 2025 [3][8] - Companies like Changguang Huaxin and Aikesaibo have high R&D intensity, with R&D expenses as a percentage of revenue exceeding 20% [3][8] - Among the 22 companies, 16 reported year-on-year growth in R&D expenses, with notable increases from Juguang Technology (87.76%), Jingye Intelligent (64.87%), and Aikesaibo (42.62%) [3][8]

Group 1 - The concept of controlled nuclear fusion is gaining momentum in the market, with several stocks experiencing significant gains, including China Nuclear Engineering (601611) and Snowman Group (002639), among others [1] - The Chinese Academy of Sciences has made a breakthrough in controlled nuclear fusion technology, confirming the existence of a density-free zone in the Tokamak, which is crucial for high-density operation of magnetic confinement fusion devices [1] - Controlled nuclear fusion is viewed as a solution to the energy revolution due to its abundant resources, environmental friendliness, and zero-carbon safety [1] Group 2 - The global fusion industry has seen explosive growth, with total investments rising from $1.9 billion in 2021 to $9.7 billion, and an additional $2.6 billion expected in 2024 [2] - The global nuclear fusion market is projected to reach $496.55 billion by 2030 and exceed $1 trillion by 2050, driven by advancements in high-temperature superconductors and artificial intelligence [2] - There are currently 59 stocks in the A-share market related to controlled nuclear fusion, with 22 companies allocating over 5% of their revenue to R&D, including Changguang Huaxin and Aikesaibo, which have R&D expenses exceeding 20% [2] Group 3 - Changguang Huaxin is developing high-efficiency laser chips and array modules for controlled laser nuclear fusion, focusing on low cost, high power, and efficiency [3] - Among the 22 companies, 16 reported an increase in R&D expenses, with Yujing Technology, Jingye Intelligent, and Aikesaibo showing the highest growth rates of 87.76%, 64.87%, and 42.62% respectively [3] - Zhongtai Co. has forecasted a net profit of 420 million to 480 million yuan for 2025, driven by overseas orders and successful application of its helium refrigeration technology in fusion research [3]

1月7日，A股三大指数震荡调整，收盘集体上涨。上证指数微涨0.05%，收获14连阳，盘中逼近4100点；深证成指涨0.06%，创业板指涨0.31%。 全市场成交额超2.88万亿元，较上一交易日增加493亿元，超2100只个股上涨。 煤炭板块持续拉升 今日，煤炭板块持续拉升，大有能源、陕西黑猫、安泰集团等涨停，郑州煤电、潞安环能、山西焦煤等涨幅居前。 值得注意的是，截至收盘，焦煤、焦炭期货主力合约双双涨停。 | 煤炭开采加工 | | | | | --- | --- | --- | --- | | 2637.13 4.02% | | | | | 成分股 | 基金 | 箇況(F10) 资金 | 分析 新闻 | | 名称/代码 | | 最新 ◆ | 涨幅 ◆ 5日涨幅 ◆ ▶ | | 大有能源 | | | 7.87 +10.07% +10.53% | | 600403 融 | | | | | 领涨龙头1 首板 | 最终涨停 13:58 | | | | 陕西黑猫 | | | 4.07 +10.00% +10.30% | | 601015 融 | | | | | 领涨龙头3 首板 | 最终涨停 13:55 | | | | ...