小小爱讲币

Will you cook with your family on the weekend? I accompany my colleagues all year round [flowers][flowers][flowers]

一些旺自己的小方法：
1.不靠近免费的东西。
2.永远提前15分钟。
3.不谈论不在场的人。
4.我有力量渡过任何难关。
5.凡所发生皆有利于我。
6.没有什么是比现在更好的时刻了。
7.我允许一切发生。
8.问题不大。
9.正因我有能力跨越，这个考验才会降临。
10.失败即反馈，问题即机会。
11.一定不说“我没钱”。
12.能用钱解决的问题，就别用人情。
13.不使用“绝对”“肯定”这样的词。
14.克制自己的反驳欲，学会倾听和赞美。
15.屏蔽低能量。
16.连接大自然。
17.相信相信的力量。

加入自选 逢低关注

大消费要起飞！
周末国家发改委重磅利好消息！
下周一大消费板块要止跌企稳了！上周割肉的恐怕要拍大腿了吧…
就在今日！国家发改委在中国国际经济交流中心举办的中国经济年会上重磅宣布，要加快出台实施首发经济、赛事经济、电子商务、“人工智能+”消费等领域提振消费的政策，这个消息对于大消费概念又将是一剂良药，有了这么好的刺激消费政策，这次大消费总要翻身了吧，国家发改委提振消费政策，对“大消费”的影响是多层次、系统性的，这些政策不仅仅是针对特定行业的短期刺激，而是推动消费从规模扩张向质量提升转变，激发内需潜力的重要布局，在多种组合拳的推动下，大消费稳了，尤其利好餐饮、酒店、旅游、体育、AI消费、新型消费等细分领域！
股民们！坐稳扶好！受此利好消息影响，下周大消费板块要大爆发了！预计新型消费要火力全开，传统消费要王者归来了！

12.15 Important Announcements in A-Share Market This Week
Significant Asset Restructuring and Asset Replacement Stocks
1. Suhao Fashion: Plans to conduct asset replacement with its indirect controlling shareholder, expected to constitute a significant asset restructuring.
2. Weidi Co., Ltd.: Plans to acquire at least 51% of the controlling stake in Jiuxing Precision Technology, expected to constitute a significant asset restructuring.
3. China Metallurgical Group: Plans to sell multiple non-core assets to related parties for 60.676 billion yuan.
4. Yongda Co., Ltd.: Plans to issue shares and pay cash to purchase the remaining equity of its controlling subsidiary, achieving full ownership.
5. Purun Co., Ltd.: Plans to issue shares and pay cash to purchase the remaining equity of its subsidiary, achieving full ownership.
6. Shengda Resources: Plans to acquire 60% equity of Jinshi Mining for 500 million yuan in cash.
7. Rhine Bio: Plans to change control while intending to acquire at least 80% equity of Beijing Jinkangpu.
8. Sirui Pu: Decided to terminate the significant asset restructuring of purchasing Aola Co., Ltd. equity.
9. Chip Origin Co., Ltd.: Announced the termination of the significant asset restructuring to purchase 97% equity of Xinlai Zhirong.
10. China Baoneng: As the leader, plans to jointly participate with subsidiaries in the recruitment of investors for the substantial merger reorganization of Shanshan Group.
The above information is organized based on public data for reference only and does not constitute any investment advice. The market has risks, and investments need to be cautious.

重大利好！重大利好！
太空算力全产业链梳理（收藏）
1，上游
中国卫星（卫星制造）、航天电子（卫星制造）英维克（散热）、航天环宇（散热）、乾照光电（能源系统）、上海港湾（能源系统）、宁德时代（能源系统）、亿纬锂能（能源系统）、寒武纪（计算载荷）、复旦微电（抗辐射）、欧比特（计算载荷）
2，中游
航宇微、中科星图、航天电子、天银机电、盛路通信、新雷能、海格通信、中海达、中国卫星、普天科技、开普云、四川金顶
3，下游
航天宏图、中科星图、普天科技、欧比特、三维通信、海格通信、中国移动、振芯科技、

炒股最好的买点不是靠你到处找来的，是靠耐心等来的，而且一定要管住自己的手。

Aerospace W, this is still at the historical bottom...

“10 Yuan Stocks” Top Ten
1. Shaanxi Energy: Market value 37.7 billion, stock price 10.06 Yuan, electricity, supercritical power generation
2. China National Aviation Holdings: Market value 12.9 billion, stock price 10.07 Yuan, airports, regional airlines
3. Funiu Co., Ltd.: Market value 28.2 billion, stock price 10.15 Yuan, electricity, green power
4. Boyun New Materials: Market value 5.8 billion, stock price 10.20 Yuan, aviation equipment, large aircraft
5. Sichuan Road and Bridge: Market value 89.1 billion, stock price 10.25 Yuan, infrastructure construction, PPP concept
6. Lanshi Heavy Equipment: Market value 13.4 billion, stock price 10.28 Yuan, specialized equipment, controllable nuclear fusion
7. Shan Gu Power: Market value 17.8 billion, stock price 10.35 Yuan, specialized equipment, coal chemical industry
8. Zhonggu Logistics: Market value 21.9 billion, stock price 10.43 Yuan, shipping ports, unified large market
9. Zhejiang Longsheng: Market value 34.0 billion, stock price 10.45 Yuan, chemical products, artificial intelligence
10. China Aluminum Corporation: Market value 184.4 billion, stock price 10.75 Yuan, the world's second largest alumina company
Note: As of December 12, 2025

可控核聚变8小龙出炉！
1、西部材料——稀有金属材料的研发
2、华菱线缆——产品已实现对国际热核聚变实验堆（ITER）项目的超导线材供货
3、永鼎股份——高温超导材料，独家供应“洪荒70”装置并中标ITER项目
4、雪人集团—— -271℃超低温环境的大型氦气压缩机
5、合锻智能——攻克了聚变堆真空室关键连接部件“卡脖子”难题
6、西部超导——ITER项目中国唯一低温超导线材供应商
7、安泰科技——核聚变装置中最苛刻的部件——偏滤器的研发与制造
8、国机重装——聚变堆超导磁体大型关键结构件（如TF线圈盒）的制造技术

12.13人气热门股票点评
1、人福医药：停牌变ST，快逃啊兄弟
2、超捷股份：多次炸板，拉高止盈
3、东方通信：加速上涨，连板预期
4、中洲特材：放量拉升，前方压力区，谨防回调
5、合富中国：上涨结束，止盈出局
6、国瓷材料：突破箱体，格局打开
7、中利集团：W形态，一字板加速，前方压力区，注意
8、银河电子：长上影线，进入回调期
9、工业富联：止跌迹象，低吸为主
10、合锻智能：反转趋势，低吸为主
超导概念
板块点评：超导概念板块正处于技术创新与政策支持双轮驱动的黄金周期，长期受益于核聚变商业化、智能电网升级及量子计算产业化。
大事预告：2025年12月9日，中国科学家刷新镍基高温超导纪录，液氮温区超导二极管整流效率达100%，有望加速量子计算与核聚变装置核心部件国产化。
关注～点赞～分享～谢谢支持！

募资80亿，拿75亿理财？国产GPU龙头陷争议，周六加班紧急澄清
最近科创板最靓的仔——摩尔线程，它的董秘估计要忙晕了。上市才一周，公告一封接一封，股价像坐过山车，戏码比电视剧还足。咱来一起捋捋这台大戏：
第一幕：大涨和预警
上市首日涨4.25被倍，这还没完。12月11日，继续大涨28%，股价冲到941元，离千元股只差临门一脚，市值突破4400亿。
当晚，公司自己先清醒了，发了一份语气严肃的公告，主要意思是：
1. 股价涨幅太大，有短期快速下跌的风险。
2. 预计2025年净亏损在7.3亿到11.68亿之间。
3. 马上开的开发者大会，短期对业绩没大影响；新产品从研发到赚钱，路还长着呢。
4. 明说和国外巨头比，在技术、生态上还有差距。
这是给热闹的市场，浇了一盆凉水，是个良心风险提示。
第二幕：回调和争议
12月12日，股价应声下跌13.41%，回到了814元。就在大家消化亏损预告时，晚上公司又丢出一份公告：计划用不超过75亿元的闲置募集资金，去买理财（比如存款、存单等保本产品）。
这下热议又来了，刚上市募了约80亿，转头就拿75亿去理财？说好的全力搞研发、攻坚国产GPU呢？质疑声涌来：这是来融资发展的，还是来理财躺赚的？
第三幕：澄清
眼看争议愈演愈烈，今天星期六，公司都不得不加班出来回应。重点解释是：
1. 75亿是额度上限，不是马上全拿去理财，实际金额会小很多。
2. 募投资金有明确的研发使用计划，会按项目推进。
3. 随着项目开展和置换前期投入，闲置资金会减少，理财额度也会动态下降。
4. 不会因为理财，影响公司研发进程和主业发展！
这出戏还没完。摩尔线程的3千多亿市值，是基于未来的市场预期呢，还是市场一时的情绪炒作？它能不能，用持续的技术突破和商业进展，来匹配这份市场期待？这一切，都需要时间来回答。

指数弹一弹；个股继续下跌；但其中也不乏涨势好的；拉一波；盘整一月；再度拉升

Chen Xiaoqun's words are truly spot on.
The main line of the market is right in front of you, yet you dare not take the plunge, hoping every day that it will crash to give you a new opportunity.
You can't even understand the food you have now; on what basis do you think the next meal will be a lavish banquet prepared just for you?
Many people are like this.
What is the main line? To put it simply, it's the consensus that the market has forged with real money. It's the wind blown by policies and the votes cast by big players with their money. It's the place with the highest certainty at this stage.
You just refuse to believe it.
You insist on searching in the corners for some 'potential stocks,' thinking you can discover treasures that others cannot.
This is not called investment; it's called gambling. Using a huge uncertainty to counter a certainty right in front of you, how high do you think your odds of winning can be?
Why is this happening?
Two words: fear of heights.
You think, 'It's risen so much already; it must be at its peak.' And then what? You watch it rise to the point where you doubt your own existence.

Whether it's technology or luck, let's first congratulate this loyal fan in the group for looking at my sharing.

What directions to watch for in A-shares next Monday:
1. Nuclear energy and nuclear power key focus: Boying Special Welding, Jiusheng Electric, Changbao Co., Ltd., Great Wall Electric, Hailu Heavy Industry, Taiyong Changzheng
2. Commercial aerospace key focus: Aerospace Changfeng, Shunhao Co., Ltd., Antai Technology, Zhongchao Holdings, Xiangjie Technology
3. Large aircraft key focus: Aerospace Technology, West Testing, Zaiseng Technology, Parker New Materials, Sichuan Jiuzhou, Western Superconductor
4. Industrial gases key focus: Aerospace Engineering, Hangyang Co., Ltd., Guangzhou Steel Gas, Heyuan Gas, Shan Gu Power, Huate Gas
5. Ultra-supercritical power generation key focus: Fuan Co., Ltd., TBEA, Jiuli Special Materials, Lanshi Heavy Industry, Shanghai Electric, Huayang Co., Ltd.
6. Smart grid key focus: Zhongneng Electric, Caneng Electric Power, Fengfan Co., Ltd., Moen Electric, Jiazhe New Energy, Yinxing Energy
7. Controlled nuclear fusion key focus: China Xidian, Huazhong Cable, Dongfang Electric, Xueren Co., Ltd., Guoji Heavy Industry, China Nuclear Construction, Shun Sodium Co., Ltd.
8. Wind energy key focus: Jiangsu Shentong, Liande Co., Ltd., New Energy Taishan, Solar Cable, Zhongli Group
9. Marine economy key focus: Tongguang Cable, Zhongtai Co., Ltd., Tianhe Defense, Guanda Special Materials, Baose Co., Ltd., Hezhuan Intelligent
10. Superconducting concept key focus: Western Materials, Lianchuang Optoelectronics, Dongfang Tantalum, Jingda Co., Ltd., Baili Electric, Woler Nuclear Materials, Yongding Co., Ltd., Zhongtian Technology

A-share popularity hot stock list! Hiding cross-year妖股
1. Aerospace Power, 40.12, +10.01%, 6 days 4 boards, commercial aerospace
2. Snowman Group, 18.16, +9.99%, 2 days 2 boards, controllable nuclear fusion, ice and snow economy
3. Moer Thread, 814.88, -13.41%, semiconductor popularity leader, new stock
4. Yonghui Supermarket, 5.00, -9.91%, 5 days 3 boards, community group buying
5. China XD Group, 9.08, +10.06%, controllable nuclear fusion
6. Aerospace Development, 21.31, +5.23%, millimeter wave concept popularity leader, commercial aerospace
7. Longzhou Co., 10.85, +10.04%, 8 days 7 boards, military industry
8. Dongbai Group, 14.90, -0.13%, 6 days 5 boards, commercial department
9. Pingtan Development, 13.51, +5.14%, Fujian local stock
10. Yongding Co., 21.88, +3.99%, yesterday's first board, controllable nuclear fusion
11. Antai Technology, 20.83, +9.98%, today's first board, controllable nuclear fusion
12. Shunhao Co., 15.95, +10.00%, 11 days 7 boards, commercial aerospace
13. Hualing Cable, 16.34, +10.03%, 2 days 2 boards, controllable nuclear fusion
14. Zhongneng Electric, 10.78, +20.04%, smart grid
15. ZTE Communications, 37.75, -0.19%, communication equipment leader
16. Aerospace Electromechanical, 15.40, +10.00%, commercial aerospace
17. Western Materials, 28.93, +10.00%, 6 days 4 boards, commercial aerospace
18. Guoji Heavy Equipment, 5.18, +9.98%, 8 days 4 boards, controllable nuclear fusion
19. Dongfang Electric, 24.05, +10.02%, today's first board, controllable nuclear fusion
20. Zhongchao Holdings, 5.31, +9.94%, 2 days 2 boards, grid equipment
21. China Nuclear Construction, 13.01, +9.97%, today's first board, controllable nuclear fusion
22. Saiwei Electronics, 62.33, +11.52%, EDA concept leader, semiconductor
23. Zaiseng Technology, 8.43, +10.05%, 5 days 5 boards, nuclear pollution prevention
24. Hailu Heavy Industry, 13.30, +10.01%, today's first board, controllable nuclear fusion
25. Tebian Electric, 23.81, +6.58%, grid equipment
26. Tongguang Cable, 14.41, +19.98%, 2 days 2 boards, grid equipment
27. Bona Film, 13.35, +9.97%, 5 days 4 boards, film and television media
28. Sun Cable, 10.69, +9.98%, 9 days 5 boards, grid equipment
29. Baobian Electric, 10.25, +9.98%, today's first board, nuclear energy nuclear power
30. Annie Co., 12.85, -5.51%, data factors, re-concept
31. Jinlitai, 28.00, +20.02%, MLCC
32. Shun Sodium Co., 8.72, +9.96%, today's first board, controllable nuclear fusion
33. Zhongzhou Special Materials, 23.39, +20.01%, today's first board, nuclear energy nuclear power
34. Aerospace Changfeng, 20.34, +10.01%, 4 days 2 boards, commercial aerospace
35. Lio Co., 5.21, +3.78%, gene sequencing leader, third-generation semiconductor
36. Chaojie Co., 96.78, +20.00%, today's first board, commercial aerospace
37. Bailian Co., 11.88, +10.00%, 2 days 2 boards, large consumption concept
38. Great Wall Electric, 9.78, +10.01%, today's first board, nuclear energy nuclear power
39. Zhaoxin Co., 3.91, +10.14%, new energy
40. Xilong Science, 9.35, +10.00%, today's first board, electronic chemicals
41. Dongfang Communication, 16.09, +9.98%, today's first board, communication equipment
42. Shanghai Electric, 8.85, +4.36%, controllable nuclear fusion
43. Leike Defense, 9.07, -2.99%, storage chips, space computing power
44. Sichuang Electronics, 31.13, +10.00%, today's first board, controllable nuclear fusion
45. Fengfan Co., 5.60, +10.02%, smart grid
46. Dongfang Fortune, 23.02, +0.79%, internet finance
47. Sichuan Jiuzhou, 17.85, +9.98%, large aircraft
48. Moen Electric, 10.78, +10.00%, smart grid
49. Meiyan Jixiang, 3.94, +10.06%, today's first board, power industry
50. Tongfeng Electronics, 8.99, +10.04%, today's first board, passive components
Today's market hotspots are highly focused on controllable nuclear fusion and commercial aerospace, two cutting-edge technology fields, with a significant influx of funds, showing a general rise pattern.
The controllable nuclear fusion concept has triggered a surge in limit-up
Under the catalysis of industry expectations, more than 10 stocks such as Snowman Group, China XD Group, Antai Technology, and Dongfang Electric have reached limit-up, and the sector has fully exploded, becoming one of today's main lines.
The commercial aerospace sector continues to be strong
Aerospace Power achieved 6 days 4 boards, Western Materials 6 days 4 boards, Shunhao Co. 11 days 7 boards, high-standard stocks in the sector continue to expand upward space, and the echelon maintains a good state, showing that the main funds are optimistic about this theme.
On one hand, cutting-edge technology themes are highly sought after; on the other hand, some previously hot stocks, such as Yonghui Supermarket, Moer Thread, and Annie Co., have experienced significant adjustments.

The twelfth National Memorial Day for the Nanjing Massacre victims. The annual national memorial is a solemn ceremony for deep remembrance, and it is also a powerful warning. The Jinan City Defense Mobilization Office reminds you: Remember history, honor the martyrs, cherish peace, and gather strong spiritual strength for the great rejuvenation of the Chinese nation.

The continuous plummet of US tech stocks is tearing apart the veil of AI prosperity.
Last night, Oracle plummeted by 16%, today Broadcom fell sharply by 10%, with tech giants taking turns diving, and the Nasdaq struggling to keep up with the Dow's new highs.
At its core, the current AI industry is still in the early stage of 'selling shovels', where upstream hardware and software service providers are raking in profits, but the downstream 'gold mines' have yet to appear.
High-priced 'shovels' lacking performance support are destined to be unsustainable.
From Oracle to Broadcom, the list of tech stocks that are 'sacrificed' is still lengthening; will NVIDIA be next?
Investors holding tech stocks need not be overly anxious; perhaps take a calm review over the weekend and wait for market sentiment to stabilize.

Suggestions for organizing the core directions of the economic work conference