谁能成为A股第二只破千元的科技股？ 摩尔线程12月11日盘中最高冲至941.08元。今天上午，沐曦股份上涨687.79%，盘中股价最高涨至895元，上午收盘价为824.5元，超过摩尔线程，成为A股 新的第三高价股，总市值为3298.8亿元，也超越摩尔线程，居同花顺（300033）A股热股第一名。 | Ｎ 沐し - U | | | | | | | --- | --- | --- | --- | --- | --- | | 6888020 融 新 L1 | | | | | | | 高 824.50 | | 895.00 市值 3298.8亿 | | 量比 | | | 650.00 | ਜ਼ਿੰ | | 流通 149.56亿 | 换 | 71.04% | | 719.84 687.79% 开 | | | 700.00 市盈 " 亏损 | 额 | 92.47 亿 | | 同在顺 同花顺个股人气排名 1/4284 | | | | | | | 帮裙 | | | | | | | 分时 日K 周Ｋ 目K | | 五日 | | 更多。 | | | 均价: 717.58 最新: 824.50 719.84 687.79% | | ...

Core Views - The report emphasizes that the metal industry is expected to see a rise in prices and profitability due to supply-demand dynamics and interest rate cuts, with a focus on industrial metals like copper and aluminum [5][6][10]. Industrial Metals - Copper prices are projected to rise as the global copper market faces a supply shortage of approximately 1% in 2026 and 0.5% in 2027, primarily due to the anticipated recovery of the Grasberg and Panama copper mines [5][23]. - The report notes that the Grasberg copper mine's production cut has led to a significant upward adjustment in copper price expectations, with a potential price increase from 79,000 CNY/ton to 82,000-83,000 CNY/ton [21][24]. - Aluminum profitability is expected to increase further, with China's electrolytic aluminum capacity utilization reaching 98%, indicating a tight supply-demand balance that could lead to price surges if demand exceeds expectations [5][30]. Precious Metals - The long-term outlook for gold remains positive, driven by factors such as weakening U.S. non-farm data, manageable inflation, and a dovish stance from the Federal Reserve, which is expected to lower interest rates further [6][10]. Energy Metals - Cobalt prices are anticipated to rise due to policy changes in the Democratic Republic of Congo, which has implemented an export quota system that could create a supply-demand gap of over 10% in the global cobalt market [7]. - The lithium industry is expected to enter a new growth cycle, with demand for energy storage batteries significantly exceeding previous forecasts, leading to a potential supply shortage if production does not keep pace [8]. Minor Metals - The strategic importance of rare earth metals is highlighted, with China maintaining a dominant position in global production and supply, which is expected to strengthen prices further [10]. - Tungsten prices may rise due to recovering overseas demand and relaxed export controls, while antimony prices are also expected to increase following recent export policy adjustments [11][12]. Uranium - The demand for uranium is projected to increase alongside the growth of nuclear power generation in China, with expectations of a significant rise in nuclear capacity by 2035 [13]. Recommended Stocks - The report suggests a selection of stocks across various metal sectors, including copper, aluminum, precious metals, energy metals, and minor metals, indicating a diversified investment strategy [14].