| 代码 | 名称 | | 量新价 | 涨跌幅 へ | | --- | --- | --- | --- | --- | | 03800 | 协鑫科技 | (0) | 1.040 | -8.77% | | 00712 | 卡姆丹克大阳能 | | 0.110 | -4.35% | | 01799 | 新特能源 | | 7.160 | -3.63% | | 00757 | 阳光能源 | | 0.080 | -3.61% | | 06862 | 福莱特玻璃 | | 9.980 | -3.48% | | 00968 | 信义光能 | | 3.130 | -3.10% | | 00451 | 协鑫新能源 | | 1.270 | -2.31% | | 名称 | 最新价 | 涨跌幅√ | | --- | --- | --- | | 国企指数 | 9042.80 | +0.04% | | 800100 | | | | 恒生指数 | 26158.21 | +0.03% | | 800000 | | | | 恒生科技指数 | 5674.78 | -0.06% | | 800700 | | | 黄金股涨幅居前，山东黄金涨超6%。近期 ...

早上好，先来关注下国际市场。 1月2日，美股三大指数集体高开，道琼斯指数涨0.19%，标普500指数涨0.58%，纳斯达克综合指数涨1.03%。费城半导体指数大幅高开，阿斯麦涨超7%， 盘中创历史新高；美光科技涨近6%；AMD涨超4%。 中概股集体大涨，纳斯达克中国金龙指数暴涨4%，百度涨11.35%，富途控股涨6.84%，哔哩哔哩涨6.87%，网易涨6.77%，老虎证券涨5.54%，36氪涨 4.85%，房多多涨4.79%，蔚来涨4.64%，阿里巴巴涨4.55%，霸王茶姬涨4.47%，腾讯控股ADR涨4.30%，新东方涨4.15%，微博涨3.82%，爱奇艺涨 3.39%，理想汽车涨3.01%，高途涨3.02%，贝壳涨2.79%，迅雷涨2.82%，京东涨2.34%。 截至收盘，美股三大指数涨跌不一，纳指高开低走，收跌0.03%，标普500指数微涨0.19%，道指涨0.66%。明星科技股表现分化，阿斯麦涨近9%，美光科 技涨超10%，二者股价均创历史新高。AMD涨超4%，英伟达涨超1%，谷歌微涨；特斯拉、微软跌超2%，亚马逊跌近2%，Meta跌超1%，苹果微跌。 纳斯达克中国金龙指数收涨4.38%，本周累涨2. ...

记者丨刘雪莹 高升 2026年首个交易日（1月2日），港股迎来开门红，恒生指数涨超700点，涨幅达2.76%，恒生 科技指数涨4%。 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | | 万得(港股)中国科技龙头指数 | 9390.99 с | 369.54 | 4.10% | | 恒生科技 | 5736.44 c | 220.46 | 4.00% | | 万得(港股)中国科技指数 | 2626.07 с | 83.72 | 3.29% | | 恒生中国企业指数 | 9168.99 c | 255.31 | 2.86% | | 恒生中国(香港上市)100 | 7517.71 с | 206.21 | 2.82% | | 恒生指数 | 26338.47 с | 707.93 | 2.76% | "港股GPU第一股"壁仞科技上市首日一度涨近120% ，收盘涨超75%，总市值达826亿港元。 半导体板块涨幅居前，华虹半导体涨超9%，中芯国际涨超5%。 科网股午后持续走强 ，百度集团涨超9%，新东方涨超7%，网易涨超6%，阿里巴巴、腾讯控 股涨超4%，快手、京东涨超 ...

创新药概念股走高，晶泰控股涨超6%，恒瑞医药涨超5%，四环医药涨超4%，信达生物、药明生物涨超3%，百济神州涨超2%。 光伏太阳能板块上涨，协鑫新能源涨超22%，协鑫科技、福莱特玻璃涨超3%。 富时中国A50指数期货日内涨超1%。 1月2日，港股恒生科技指数午后持续走强，截至收盘涨4%，恒生指数涨2.76%，电力设备、国内零售、游戏软件、半导体、军工股等涨幅 居前。 华虹半导体涨超9%，中芯国际涨超5%；科网股上涨，百度集团涨超9%，网易涨超6%，阿里巴巴、腾讯控股涨超4%。 港股持续拉升。 2025年A股市场大涨， 展望2026年，在企业盈利改善、科技创新突破不断，以及估值吸引力推动下，多家机构认为中国资产具备持续反弹 基础。 END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 港股，全线暴涨！人民币狂拉！ 丨 刚刚，百度正式公 告！ 丨 关税突发！跨境汇款税生效！ 丨 DeepSeek，最新发布！ 丨 002598，被证监会立案！ 丨 售罄！1499元飞天茅台遭疯抢！ 丨 马斯克，重大宣布！ 丨 尾盘突发！这只中概股，暴涨超6 ...

（文章来源：每日经济新闻） 每经AI快讯，1月2日，港股光伏太阳能板块上涨，协鑫新能源涨超22%，协鑫科技、福莱特玻璃涨超 3%。 ...

港股光伏太阳能股普涨，其中，协鑫新能源涨近21%，协鑫科技涨近5%，福莱特玻璃、彩虹新能源、 信义光能涨超3%，新特能源、信义能源、信义玻璃涨超2%。 本文源自：金融界AI电报 ...

Core Viewpoint - The U.S. solar photovoltaic sector is experiencing a strong performance, driven by structural investment opportunities as highlighted in a recent Goldman Sachs report [1] Group 1: Market Performance - U.S. solar companies such as Sunrun (RUN.US) increased by over 3.5%, Canadian Solar (CSIQ.US) rose by over 8.5%, JinkoSolar (JKS.US) gained 0.44%, Array Technologies (ARRY.US) climbed over 4%, and Enphase Energy (ENPH.US) saw a 0.36% increase [1] Group 2: Industry Insights - Goldman Sachs reports that the photovoltaic sector is entering a structural investment window, with the demand for electricity from data centers reshaping the growth logic of the U.S. power grid [1] - The photovoltaic sector is expected to play a crucial role in the transformation of the U.S. power generation structure, projected to account for approximately 54% of new installed capacity by 2025 [1] - The ongoing surge in electricity demand from data centers is anticipated to benefit solar energy, which offers advantages in both cost and deployment speed as a clean energy source [1]

Core Viewpoint - The U.S. solar photovoltaic sector is experiencing a strong performance, driven by structural investment opportunities as highlighted in a recent Goldman Sachs report [1] Group 1: Market Performance - Sunrun (RUN.US) increased by over 3.5% - Canadian Solar (CSIQ.US) rose by over 8.5% - JinkoSolar (JKS.US) saw a 0.44% increase - Array Technologies (ARRY.US) gained over 4% - Enphase Energy (ENPH.US) experienced a 0.36% rise [1] Group 2: Industry Insights - Goldman Sachs reports that the photovoltaic sector is entering a structural investment window - The sector faced pressure in early 2025 due to policy expectation fluctuations, but current data center electricity demand is reshaping the growth logic of the U.S. power grid [1] - Photovoltaics are becoming a core component of the U.S. power structure transition, expected to account for approximately 54% of new generation capacity additions in 2025 [1] Group 3: Demand Dynamics - The ongoing surge in electricity demand from data centers is anticipated to benefit photovoltaics, which offer advantages in both cost and deployment speed as a clean energy source [1]

Core Viewpoint - The solar energy stocks have experienced a significant increase, indicating positive market sentiment towards the sector [1] Group 1: Stock Performance - New Special Energy (01799) rose by 3.81% - Xinyi Energy (03868) increased by 3.57% - Xinyi Glass (00868) saw a rise of 2.83% - Flat Glass (06865) grew by 2.81% - Shunfeng Photovoltaic (01250) climbed by 2.48% - GCL-Poly Energy (03800) went up by 1.90% [1][1][1] Group 2: Industry Developments - Beijing Guanghe Qiancheng Technology Co., Ltd. has been officially established through joint investment from several leading silicon material companies [1] - Industry insiders report that the planned retained silicon material capacity for related companies will not exceed 1.5 million tons [1][1]

来源：青岛财经日报 盘面上，科网股涨跌不一，联想跌幅超过2%，阿里巴巴跌幅超过1%，美团涨幅超过1%；风电股涨幅居 前，金风科技涨幅超过5%；芯片股大跌，中兴通讯跌幅超过13%；光伏太阳能股普跌，协鑫科技跌幅 超过7%；京东工业今日上市首日平收。 12月11日，港股三大指数高开低走。截至收盘，恒生指数跌0.04%，报25530.51点，恒生科技指数跌 0.83%，国企指数跌0.23%。 ...