悠宝说币

摩尔线程：各位请看我放大招！！
在首届MUSA开发者大会上
①摩尔线程发布庐山芯片！！实现3A游戏性能15倍提升…
②还有第五代GPU架构“花港”能效提十倍，摩尔线程新GPU架构可支持十万卡规模集群且明年量产…
③最后还有9999元的MTT AIBOOK AI算力本开启预售！！
产品都造出来，看来国产GPU这波稳了

Next week will still force a big surge! Major sectors' trends are highly anticipated! Buy on dips and increase positions.\nThree days of a big surge, the whole network is bullish, have you increased your positions?\nFirst, clarify the viewpoint: Next week will mainly be bullish, passing the previous high of 3936 points is highly likely.\nNext week, most sectors will present opportunities, so increase positions on dips!\nNext week, the sectors where you can increase positions on dips include: \nArtificial Intelligence, Software, Robotics, State-owned Enterprises, Construction, Electricity, Real Estate, Photovoltaics, Pharmaceuticals, Baijiu, Securities, Banking, Consumer Electronics, Batteries,\nNonferrous metals will continue to rebound, but be cautious of hitting high points.\nNext week, be cautious of high points in the following sectors: \nNonferrous metals, Precious metals, Home Appliances, Military Industry, Insurance.\nThe semiconductor sector will depend on whether it can stop the decline and rebound with a large positive line on Monday and Tuesday; otherwise, maintain a wait-and-see approach until a large positive line appears before entering.\nNiu Niu has returned, are you still here?

The sky has fallen!
The first trial verdict for the Ziya stabbing case has come out, and it turned out to be a two-year suspended death sentence! Ziya's mother cried to the point of fainting, and seeing such a result is truly unfair!
Isn't this result equivalent to using mental illness as a get-out-of-jail-free card? No one can understand, the mental assessment report was prepared after the incident, the motive for the crime is very clear, the target is defined, the language is logical, and the tools for the crime were already prepared in the backpack...
How could this be the verdict?

Saturday evening stock market individual stock positive news: See if your held stocks are included
－, The following are all positive news
1. Turing Quantum and Moore Threads jointly developed a computing architecture for GPU and Quantum Processor (QPU) collaboration
2. Tongwei signed a green electricity direct connection cooperation agreement with Huaneng Yajiang Company
3. Srei New Materials: Customers in the commercial aerospace field include Blue Arrow Aerospace, Kyushu Cloud Arrow, etc.
4. Moore Threads' new GPU architecture can support a cluster of one hundred thousand cards

“I don't care about my face anymore!” Recently reported in Anhui, a woman missed her stop on the high-speed train because she was playing with her phone the whole time. Suddenly, she shouted loudly: “Open the door, service staff, open the door.” Netizens: Do you think this is a bus or a ride-hailing car?
Recently, on a high-speed train in Anhui, there was a female passenger who kept her head down playing on her phone and didn't even notice when it was time to get off. By the time she realized, the train had already left. She suddenly stood up, banged on the door, and yelled, open the door, service staff, I missed my stop.
Many people in the carriage were looking down at their phones and were startled by the commotion. Some raised their heads to see her desperately banging on the already closed train door, stamping her feet. A passenger quietly said, once the high-speed train door closes, it can't be opened again, it's useless to keep banging. But she wouldn't listen, turned around, and shouted at the approaching staff, I want to get off, why didn’t you remind me?
The staff said they announce at every stop, and the carriage screen continuously displays the next stop, but she directly said, then you should have reminded me separately right now, saying this she wanted to rush to the door again. Later, the staff told her that she could take the return train for free at the next stop, and only then did she slowly stop, still mumbling, if I had known earlier, I wouldn’t have been watching short videos.
After this video was uploaded online, the comment section exploded. The high-speed train is not a bus; can you just stop by shouting? How have people become slaves to their phones? For one person to open the door, what about the safety of the entire train? In fact, there are regulations for missing a stop on the high-speed train; you just need to find the staff to register. However, this lady was focused on her phone and didn’t even hear the simplest reminder.
There are rules for high-speed train operations; the opening and closing of doors are not done on a whim. Everyone relies on their phones when going out, but don’t just focus on the screen. You need to pay attention to what's happening around you. Missing a stop may only waste a bit of time, but if something really happens, banging on the door won’t solve anything.

December 20 Next week’s most explosive leaders and core
1. Big consumption concept.
Leader: Baida Group.
Front row: Manor Pasture, Shanghai Jiubai, Jiumuwang.
Middle army: Yonghui Supermarket, China Duty Free.
20cm: Happy Home.
First edition: Hebai Group, Hongmian Co., Xiwang Food.
Anti-nuclear: Dongbai Group.
2. Nuclear power concept.
Leader: Snowman Group.
Front row: Prince New Materials, Western Materials, Zaiseng Technology.
Middle army: China First Heavy Industries.
20cm: Lihua Optoelectronics.
First edition: Delian Group, Guotai Group, Baili Electric.
3. Commercial aerospace concept.
Leader: Aerospace Development.
Trend: Aerospace Power, Aerospace Electronics, Aerospace Appliances.
Front row: Huati Technology, Western Materials, Zaiseng Technology.
First edition: International Precision, Guotai Group.
4. Intelligent driving concept.
Leader: Zhejiang Shibao.
Front row: Weidi Co., Suoling Co., Luchang Technology.
First edition: Shanzi High-tech, Zhejiang Meida.
Friday fluctuated strongly, with effective volume expansion of 17,000. Individual stocks rose generally, and leaders kept pace together.
Market sentiment was high, with 70 limit-ups and only 1 limit-down. 4239 stocks in the red, 858 in the green. Compared to the previous few days, it has improved significantly.
Themes took turns performing, with the nuclear power sector being the strongest. The prince’s large orders were consistent, and China First Heavy Industries and Snowman Group’s first edition hit the limit.
Commercial aerospace Huati Technology had two consecutive limit-ups, with Guoji Precision and others on their first board. Western Materials had two consecutive limit-ups in the afternoon.
Big consumption concept Shanghai Jiubai had two consecutive limit-ups, while Dongbai Group fell back at the close. The heavyweight core Yonghui Supermarket rose over 4%.
Intelligent driving Zhejiang Social Security had four consecutive limit-ups, and Shanzi High-tech’s first edition hit the limit.
Additionally, AI medical, Hainan real estate sector, Cross-Strait and big finance are rapidly rotating, with short-term sentiment diverging at the close.
At the end of the day, the high-position leader Pingtan Development plummeted, and the trend core Dongbai Group returned to the red after a full explosion. Peking University Group and Aerospace Development saw multiple valleys retreat.
However, Jiumuwang had 4 boards in 6 days, and Western Materials had 2 boards in 2 days, stable as an old dog.
This indicates that the Cross-Strait concept is basically over, and one can only look at the feedback from the leaders.
Big consumption and commercial aerospace, as well as the nuclear power sector, are worth focusing on next week.
Personal plan, friendly communication. Plans cannot keep up with changes, everything is based on the actual market trend, the market is the best teacher.

The official release of the new architecture "Hua Gang" by Mohr, on December 20, Mohr launched a brand-new GPU architecture, claiming a 50% increase in computing power and a 10-fold improvement in energy efficiency. The most important selling point is that it can support large-scale computing clusters with over 100,000 cards! Overall, this press conference was quite standard, with nothing particularly unexpected. There is still a huge gap between Mohr and NVIDIA, and the difference is not insignificant. Fortunately, Mohr has chosen a more pragmatic path; if single-card performance is lacking, they adopt architectural optimization and stacking methods to support ultra-large-scale clusters, which also aligns with the current construction requirements of domestic computing power data centers and can lead to relevant orders in the future, benefiting performance. Honestly, Mohr's stock price is still overvalued at the moment. More importantly, stay away from those who hype up the computing power benefits due to Mohr's release of the new architecture over the weekend; they are just creating confusion. Mohr has been promoting the new architecture for a week now, and there haven't been any major breakthroughs. Without any unexpected technologies, it will be hard for the market to respond positively next week, so caution is still advised.

What are the core technologies of commercial aerospace? From the Starlink perspective, there are two core technologies: inter-satellite laser links and advanced terminals (phased array antennas). Both are aimed at solving the communication problem.
"Laser links" address inter-satellite communication, while "advanced terminals" solve communication between satellites and the ground; otherwise, satellites are just isolated islands without any significance.
Inter-satellite laser links:
① Aerospace Electronics (leading terminal and system provider, speed 10Gbps, annual production capacity 500 sets)
② Jiuzhiyang (core supplier of onboard EDFA and tracking cameras, already supplied to China Star Network, aerospace-grade certification)
③ China Satellite (system integration leader, involved in GW constellation, capable of providing the full chain of laser terminals + onboard computers + data distribution)
Advanced terminal technology: (TR chips/components are the RF engines of phased array antennas)
① Zhenlei Technology: provides RF power management chips and RF transceiver/ADC/DAC chips for onboard GaAs/GaN T/R components, not a single T/R chip.
② Chengchang Technology: a domestic rare supplier of complete solutions for "phased array T/R chips."
Chengchang ≈ "deep vertical development" — leading high-performance TR chip provider.
Zhenlei ≈ "broad horizontal development" — overall delivery of TR + ADC/DAC + power + microsystems.
③ Tongyu Communication (MacroWiFi antenna modules supplied to SpaceX) can make phased array antennas, but they are focused on antenna systems/complete machines + T/R components and do not produce the most core and hardest-to-replace TR chips.
Note: Logic does not represent market choice, nor does it represent final height, influenced by multiple factors such as market value and popularity. For example, while Western and Zaiseng may not be at the core of the technology route, they also have their own uniqueness.

Policy expectations, industry trends, and capital flow are the three main lines that unfold, providing a layout window that combines growth and value directions.
1. Policy-driven sectors: Prioritize certain red dividends
1. Controlled nuclear fusion + commercial aerospace: Anhui's 14th Five-Year Plan clearly emphasizes the development of nuclear fusion energy, combined with the global capital catalyzed by the merger of Trump's media technology group and TAE Technologies, the sector's heat is expected to continue; commercial aerospace is entering an intensive first flight period for reusable rockets, and the activity of concept stocks will remain high.
2. Consumption "three new" pilot chain: The Ministry of Commerce is promoting the landing of new consumption business model pilots, regional retail, cultural tourism, and e-commerce sectors will directly benefit, and under the warm winds of policy, the valuation repair of related stocks is to be expected.
2. Industry trend main line: Stronger in high prosperity direction
1. AI industry chain: Institutional consensus is clear, the market is spreading from computing power hardware to the application end, upstream hardware performance such as optical modules and servers is particularly certain, downstream applications like AI agents and embodied intelligence have explosive potential.
2. High-end equipment and machinery manufacturing: The sector has recently started at a low level, closely related to the core industry directions of commercial aerospace and robotics next year, possessing dual advantages of valuation and growth.
3. Non-ferrous metals: Short-term capital outflows lead to adjustments, but the tight supply pattern remains unchanged, coupled with the rising expectations of overseas liquidity easing, the sector has a basis for rebound under fundamental support.
3. Defensive value allocation: Dividend assets support banks, insurance, and other dividend sectors. In a phase of low market risk appetite, the characteristics of low valuation and high dividends highlight allocation value and can serve as a core choice for the defensive end of the portfolio.
4. Key event warning: Affecting next week's market rhythm
1. Domestic macro data window: Economic and financial data for November will be disclosed intensively, and the strength or weakness of the data will directly affect the market's expectations for fundamentals.
2. Overseas liquidity disturbance: Expectations for the Federal Reserve to cut interest rates are rising, but the final path still needs to be verified by economic data, which will continue to disturb global capital and A-share risk appetite.

On Saturday, let's discuss the sector. The controlled nuclear fusion left an upward gap on Friday. How should we operate?
Controlled nuclear fusion is one of the popular tracks. After a brief pause on Thursday, it jumped high again on Friday, soaring nearly 3%. So what about next week? This upward gap is generally a sign of strong rebound, but currently, it is already at a short-term high, and the support strength of this gap will not be strong. It is possible that it will be filled at the beginning of next week, and then it will be more reliable to enter. As the saying goes, "one strong, two relay, three decline, four exhaustion."
Why is the support strength of this gap not significant? Because there have already been two upward gaps before, which are the gaps left by the upward openings on December 8 and December 11. These two gaps belong to the bottom rising gaps, so the support strength is relatively strong.
As for whether the gap on Friday will be quickly filled, it depends on how the main force operates. I believe that filling it would be healthier.

Next week, these hot topics will continue.
1. Commercial Space: The reason is that there are still a large number of satellite launch schedules from New Year's Day to before the Spring Festival, coupled with the occasional stimulation from Musk's SP Space Company's IPO news. The New Year's Eve meme stocks will be among them.
2. Controlled Nuclear Fusion: This sector was originally experiencing some aesthetic fatigue, but unexpectedly, a company under 'Te Bu Kua' acquired a controlled nuclear fusion company, thus opening up imaginative possibilities.
3. Consumer Sector: Commercial department stores are expected to peak, and the next will be other consumer sectors.
As for technology stocks, they may occasionally surge to rescue the market, but the sustainability is insufficient, so it is recommended to watch and wait.
Overall, in the last few days of the year's festive market, significant ups and downs in the market are unlikely; it is estimated that it will still be a fluctuating sideways trend.

The big good news for e-commerce merchants is here!
On December 20th, three departments jointly issued the "Internet Platform Pricing Behavior Rules", requiring the maintenance of merchants' autonomy in pricing on each platform, such as prohibiting forced price reductions, minimum prices, and automatic price matching. This is also good news for consumers, as it stipulates the protection of consumer rights and the right to know prices, prohibiting the use of algorithms for "big data price discrimination"! It can be anticipated that after the release of these "Behavior Rules", each platform will be subject to stricter regulations, and the involution behavior among them will decrease. If they can truly act according to the rules, the platform economy can achieve healthy and standardized development in the long term, shifting from price competition to quality and service competition!
However, it still depends on the intensity of supervision and the effectiveness of actual implementation. Previously, the phenomenon of "refund only" and other platform irregularities had been explicitly prohibited, yet there are still some platforms where this occurs, indicating that this is just the beginning. Promoting orderly competition between platforms will require a long way to go.

Major positive news! Last night, U.S. stocks surged, especially the big tech sector, can A-shares continue to rise next Monday?
Last night, U.S. stocks continued to warm up, with all three major indices in the green, especially big tech, represented by storage, which performed very well. Micron Technology surged nearly 7 points, SanDisk rose over 8 points, Nvidia also increased nearly 4 points, and AMD surged over 6 points. Other companies like Google also saw gains.
The significant rise in U.S. stocks, especially the major recovery in technology, undoubtedly creates a very favorable backdrop for the opening of A-shares next Monday.
As long as there are no unexpected developments this weekend, and if the bulls provide some strength, then a big surge in A-shares' big tech next Monday is not impossible.
Especially in the storage sector, Friday's downturn was disheartening for many.
Now that U.S. stocks in the storage sector continue to show a strong upward trend, the bulls in A-shares' storage should have confidence, right? They won't crash the market again, will they?

The Four Major Commercial Space Companies: A Comparison of Strengths!
Looking forward to Qianfan Constellation!
Commercial space, a bright future ahead!

Three major policies benefit suddenly! The A-shares face a life-and-death battle at 3910 points next week, with hundreds of billions of funds already laid out in advance?
On Friday evening, the market welcomed three major heavyweight policy signals in succession, precisely targeting three tracks: financial technology, gaming, and cutting-edge technology. Combined with the warming trend of three consecutive days this week, the bull-bear game at the key level of 3910 points in A-shares will enter a white-hot stage next week.
1. Three major policy benefits surprise, these sectors will directly benefit
1. Countdown to Hong Kong's stablecoin license issuance: According to the statement by the Secretary for Financial Services and the Treasury, Christopher Hui, the first batch of stablecoin licenses will be issued in early 2026. As of the end of September 2025, 36 applications have been received, with approvals focusing on reserve management, price stability mechanisms, and anti-money laundering measures. This policy directly benefits the stablecoin, financial technology, and cross-border payment sectors, and is expected to attract global capital to accelerate layout in related fields.
2. Shanghai invests 50 million to support the gaming industry: The first released "Shanghai Ten Measures for Games" clearly arranges 50 million yuan in support funds every year, focusing on six major directions including game development, going overseas, AI integration, and eSports events, and will also introduce top events such as the 2026 DOTA2 International Invitational. Data shows that Shanghai's online game sales revenue reached 155.8 billion yuan in 2024, with Xuhui District accounting for nearly half, and the policy will further strengthen the advantages of industrial agglomeration.
3. State-owned Assets Supervision and Administration Commission identifies five cutting-edge tracks: Layout for the second batch of central enterprise original technology sources in fields such as quantum technology and embodied intelligence has formed 97 technology sources. For example, in quantum technology, 16 key cities have built quantum metropolitan networks, with the number of quantum messaging users exceeding 5.3 million, and the pace of commercial application of technology continues to accelerate.
2. The market's three consecutive rises hide mysteries, and 3910 points become a battleground
This week, A-shares showed a trend of first suppressing and then rising, with three consecutive days of gains in the latter half of the week. On Friday, more than 4,000 stocks rose, and over 80 stocks reached the daily limit, with the market sentiment significantly warming. As of the close on December 19, the Shanghai Composite Index reported 3890.45 points, with trading volume increasing to 1.73 trillion yuan, and main funds achieving a net inflow of 1.4 billion yuan. However, after rising to 3902.67 points in the afternoon, it fell back, confirming significant pressure near 3910 points.
3. Next week's trend determination: The life-and-death battle at 3910 points is about to start
Next week's market can be summarized as a "major bull-bear showdown," with the core focus centered on the breakthrough of the key level of 3910 points:
Bull victory: If it can break through 3910 points in volume (corresponding to the 60-day moving average), the rebound will continue, with the next target pointing directly to 3936 points high;
Bear victory: If the breakthrough fails, the index may enter an adjustment phase, with 3870 points becoming the last defensive bottom line for the bulls.
The current market has stabilized above the 20-day moving average, with policy benefits and capital warming resonating, but concerns remain about rapid rotation and insufficient volume. Next week's operations need to closely monitor key points and sector rotation rhythm to avoid blindly chasing high prices.

In the face of the sharp rise in lithium carbonate prices, the Guangqi Exchange has taken action!
On December 19, the Guangqi Exchange announced that in response to risks and to strengthen management, it will adjust the trading limits for lithium carbonate futures contracts starting next Tuesday. The opening positions for ordinary speculative clients and non-futures company members will be restricted! There is no doubt that this is a measure taken to cool down the lithium carbonate futures market, curb speculative behavior, and bring prices back to rationality. Last time, at the end of July, measures were also taken due to a sharp price increase, and the next day, it hit the limit down, so this is a short-term negative!
However, in the long run, a return to rationality in the market is beneficial, as it helps the healthy development of the entire industry chain and breaks the vicious cycle of wild fluctuations, so strengthening regulation is indeed very necessary!

How to view the Sci-Tech Innovation 50?
Yesterday, we discussed the pullback issues of the ChiNext Index and the Shenzhen Component Index. In fact, there is another very similar index, which is the Sci-Tech Innovation 50.
The similarity is reflected in two aspects. One is the synchronization of the adjustment cycle; the other is the similarity in shape and structure, both are wedge-shaped. The difference lies in the slope of the decline. Compared to the previous two, the downward slope of the Sci-Tech Innovation 50 appears steeper and more decisive, while the rebound strength and extent during the process are relatively small. This is quite understandable, as its previous rally phase was also the steepest and most intense, as the saying goes, rises and falls come from the same source.
From 1588 down, what stage are we currently in? It can be considered that we have entered the later stage, meaning there is still a tail that has not emerged. However, to complete the end of this wedge, it is likely to extend to January next year.
Theoretically, breaking 1273 (green line) will allow us to start paying attention. However, regarding the final endpoint, one should be mentally prepared for a break below 1200 (blue line), which is likely the extreme position.
So currently, there is no need to rush to enter the market; it might be better to observe first and stock up on some resources. The troops haven't moved yet, but the supplies are prepared; you understand!

Will the market have a big surge next Monday, breaking through 3900 points? I will say the conclusion directly: the market next Monday will be quite explosive, so be mentally prepared for the opening.
Yesterday it opened low and rose high, today it opened high and fluctuated upward, with the index sectors and stocks collectively rising, but there was significant selling pressure at the end, and the gains clearly narrowed. It is evident that today's high opening and rising trend during the day is definitely not simple. Why do I say this? Because the main force has already given a clear signal during the day. Today, the market changed dramatically, with mysterious funds unusually lifting the market due to a collective rise in themes, and the market's bullish sentiment quickly rebounding. Is this preparing for a strong attack to break through 3900 points, or is it brewing a conspiracy to harvest? Well, no need to guess now; I will directly give you the script for A-shares next Monday, and not a word will be wrong. If you don't want to miss the best opportunity coming up, you must pay close attention to this content until the end. Because in today's content, I will not only tell you how the market will move next, but also inform you of the direction where the main force is truly frantically grabbing shares and about to take off. And everyone must not think that I am sensationalizing.
Old friends know that here with the captain, there are always forward-looking views, never hindsight. Just when the index peaked and fell back on Monday, the whole internet was boasting that Tuesday would welcome a rebound, but only the captain firmly told everyone that Tuesday would continue to fall and look for support downwards. Friends who watched my content have successfully avoided that big pit. Then after the market closed on Tuesday, when the whole internet lost confidence in the market, amidst a chorus of bearish voices, only I stood up confidently and said that Wednesday would stop falling and stabilize, and it would start a continuous rebound. Sure enough, the market rose for three consecutive days, performing a reversal bullish line, once again bringing steady happiness to all my friends who trust me. But I am puzzled: the valuable content analyzed over a long time is not being viewed, while others casually posting singing and dancing content attract a lot of attention. So, if you think the captain's content is helpful to you, please give a little red heart and a small assistant, which will also help you find such forward-looking analysis in the future. I believe that friends who understand the importance of respecting the contributions of others will surely be blessed and prosperous in the future.
Next, without further ado, I will directly state the conclusion.
First, we need to clarify one thing: the current market has already broken through the pressure levels of the 10-day and 5-day moving averages, with only the 60-day and 30-day moving averages remaining above. But at the same time, all moving averages are starting to show a convergence trend, which means this is a typical upward trend. Even if there is a pullback later, it will only be a technical retracement.
Second, why did I say yesterday that as long as today's small interest rate hike and stock index settlement day negative factors are out of the way, the incremental funds in the market will come rushing in? This is because the trading volume is continuously expanding, and this kind of volume-price rising trend is the most perfect.
In summary, next week's market is worry-free, and it is not ruled out that it might once again challenge 4000 points, as next week is a key node for the year-end market.

Macro Section: This indicator has been performing well for 4 consecutive months! Global Manufacturing PMI data.
In November, JPMorgan's global manufacturing PMI was 50.5, the global manufacturing PMI in October was 50.8, in September it was 50.7, and in August it was 50.9.
The PMI data has remained above the breakeven line for 4 consecutive months, and is expected to form a new trend, which is a much-needed relief for the global macro economy that has been in recession and deflation for 2 years. From February to June 2024, the global manufacturing PMI also consistently stayed above the 50 breakeven line, with crude oil pushing up to $90 in 2-3 months, and significant increases in London copper and aluminum as well.
Conclusion: If the global manufacturing PMI continues to recover, attention should be paid to macro-level economic recovery trades, and large cyclical positions should be maintained. The current popular narrative of dollar credit collapse (copper, aluminum, oil replacing gold) may potentially replace the current AI technology revolution narrative (chip stocks).

Double bottom pattern, starting a one-sided rise!
When emotions repeatedly hit a low point, it is the period when the bottom is formed. Look at the current market pattern; the W bottom has already formed. Next, there is only one way left: upward. Pessimistically speaking, at least there is no possibility of a big drop!
Today's negative news has landed, and the small market is still rising. One can only say that this departure is in line with expectations, having been digested before today. Now, excluding the influence of various news at home and abroad over the weekend, the Shanghai Composite Index has already entered an upward channel. Those who cut losses a few days ago will probably have to chase high again. It must be said that the low-level consolidation and washing by the main force a few days ago has achieved its goal, achieving the effect they wanted. So today, there is a general rise + a big increase; although the index hasn't risen much, individual stocks will no longer give retail investors who have been forced out the opportunity to enter at low levels. Next week will be the same; no matter how much it rises, at least it won't fall, just not giving those who cut losses the chance to enter at low levels. If you want to come in, please chase high!