作者 | 一财阿驴 12月8日，A股三大指数高开高走，截至收盘，沪指涨0.54%，深成指涨1.39%，创业板指涨2.6%。 2025.12. 08 本文字数：754，阅读时长大约2分钟 机构观点 华泰证券： 12月中下旬"春躁"可能提前启动，均衡配置成长和周期，中期视角下大金融和部分高性 价比消费或仍是中国资产重估的底仓选择。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | { | 3924.08c | 21.27 | 0.54% | | 399001 | 深证成指 | | 13329.99c | 182.31 | 1.39% | | 399006 | 创业板指 | | 3190.27 c | 80.97 | 2.60% | 盘面上，算力硬件概念股多点开花，CPO方向领涨；锂矿、光刻机、超硬材料、消费电子、商业航 天题材活跃。煤炭、油气等资源股走弱。 具体来看，福建本地股全线走强，厦门信达、永辉超市、安记食品等超20股涨停。 | 代码 | 名称 | 涨幅量 | 现价 | | -- ...

Core Viewpoint - The A-share market showed mixed performance on September 25, with the Shanghai Composite Index slightly declining while the Shenzhen Component and ChiNext Index increased, indicating a divergence in sector performance and investor sentiment [3][4]. Market Performance - The Shanghai Composite Index closed at 3853.3 points, down 0.01% - The Shenzhen Component closed at 13445.9 points, up 0.67% - The ChiNext Index closed at 3235.76 points, up 1.58% - Total trading volume in the Shanghai and Shenzhen markets reached 2.37 trillion yuan, an increase of 443 billion yuan from the previous trading day [3][4]. Sector Performance - Strong sectors included gaming, internet e-commerce, industrial metals, and controllable nuclear fusion concepts, while port shipping and engineering machinery sectors were weak [6][7]. - The gaming sector saw significant gains, with Kunlun Wanwei rising over 7% and other companies like Ice Glacier Network and G-bits also performing well [7]. - The controllable nuclear fusion concept was strong, with Changfu Co. rising over 8% [8]. Individual Stock Highlights - Ningde Times' stock price exceeded 400 yuan, setting a new historical high - Zhongji Xuchuang rose over 2% with a trading volume of 21.6 billion yuan - ZTE Corporation's A-shares increased nearly 5%, with a trading volume exceeding 12 billion yuan [9]. Fund Flow - Main funds saw net inflows in sectors such as computers, power equipment, and machinery, while there were net outflows in transportation, real estate, and banking sectors [11]. - Specific stocks with net inflows included Inspur Information, Huagong Technology, and Luoyang Molybdenum, with inflows of 3.784 billion yuan, 2.891 billion yuan, and 2.315 billion yuan respectively [12]. - Stocks with net outflows included Heertai, Luxshare Precision, and Shenghong Technology, with outflows of 1.810 billion yuan, 907 million yuan, and 721 million yuan respectively [13]. Institutional Insights - CITIC Construction pointed out that the A-share market's trading volume has slightly decreased but remains around 2 trillion yuan, which is conducive to maintaining market activity. The Shanghai Composite Index is expected to fluctuate around 3800 points before the holiday [15]. - Guodu Securities emphasized the structural opportunities in the ChiNext market, highlighting the importance of AI hardware and new energy sectors [15]. - Everbright Securities noted that technology remains a key focus, suggesting partial profit-taking but emphasizing the necessity of maintaining exposure [16].

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PS：家人们！ 睁大你们的双眼，握紧你们的手机！ 没错，你们催了八百遍的「实体周边」 2025.09.01 你不是一个人在奋斗，阿驴都懂。 「生产队的驴」IP原创帆布包 ——把大家的白日梦，统统"袋"进现实！ 3,2,1！购买链接↓ 微信编辑| 生产队的驴 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 它！终！于！来！了！ ...

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