A股开盘速递 | 指数弱势震荡！光刻机概念拉升 IP经济活跃

智通财经2025-12-18

12月18日，指数弱势震荡。截至9:40，上证指数跌1.13%，深证成指跌0.68%，创业板指跌1.31%。盘面上，光刻机概念异动拉升，凯美特气、奥普光电涨停，新莱应材、蓝英装备等跟涨；IP经济概念活跃，广博股份、三湘印象双双涨停，德艺文创、创源股份等跟涨。下跌方面，海南、电网设备等板块跌幅靠前。展望后市，中银证券认为，随着地缘政治风险的缓和以及中美政策预期的逐步落地，明年A股的跨年配置行情...

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Lithography concept boosts IP economy active","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":1.5,"399300":1.5,"IP":1.5},"content_text":"12月18日，指数弱势震荡。截至9:40，上证指数跌1.13%，深证成指跌0.68%，创业板指跌1.31%。\n盘面上，光刻机概念异动拉升，凯美特气、奥普光电涨停，新莱应材、蓝英装备等跟涨；IP经济概念活跃，广博股份、三湘印象双双涨停，德艺文创、创源股份等跟涨。下跌方面，海南、电网设备等板块跌幅靠前。\n展望后市，中银证券认为，随着地缘政治风险的缓和以及中美政策预期的逐步落地，明年A股的跨年配置行情有望提前启动，围绕“春躁”布局，可重点关注科技+“反内卷”两条主线。\n热门板块\n1、光刻机概念异动拉升\n光刻机概念异动拉升，凯美特气、奥普光电涨停，新莱应材、蓝英装备、波长光电、京华激光等冲高\n点评：消息面上，华源证券认为，近几年随着半导体产业的加速崛起，我国光刻机应用需求迅速激增。同时，我国政府正在加快努力推动半导体产业发展，光刻机是中央政策指明要重点突破发展“卡脖子”技术及装备，因此，国内光刻机行业得到了资金支持、税收优惠等一系列国家政策倾斜，持续助力了国产光刻机生产能力提升，推动了国内光刻机市场规模上涨。\n\n机构观点\n1、光大证券：新一轮政策部署护航，A股跨年行情可期\n光大证券认为，新一轮政策部署护航，A股跨年行情可期：一方面，未来国内经济政策有望持续发力，经济增长有望保持在合理区间，进一步夯实资本市场繁荣发展的基础；另一方面，政策红利释放，有望提振市场信心，进一步吸引各类资金积极流入；此外，历史来看，“十三五”和“十四五”开局之年A股市场均有不错的表现，历史上开局之年的积极表现有望在2026年得到延续。行业配置方面，关注TMT和先进制造板块；若受外部因素影响，短期内市场偏震荡，则可关注防御及消费板块。\n2、华创证券：春季躁动的启动或需等待地产风险化解\n华创证券认为，春季躁动的出现必然以一个低点为前提，低点意味着下跌的核心因素发生变化，或股价已得到充分消化。本轮回撤的根本原因仍在于地产和内需拖累，港股地产链回撤幅度较大主要由于其业绩受拖累较A股更显著。地产去库存信号明确，但市场反应谨慎、实质仍待观察。春季躁动的启动或需等待地产风险化解，关注26年债券兑付情况及万科展期进程。双宽延续，短期配置焦点仍在科创、强者恒强，关注AI链向端侧应用侧扩展&三倍股里找十倍股。中央经济工作会议定调从超常规逆周期调节转向逆周期+跨周期，意味着经济摆脱强刺激依赖，估值体系的稳定性增强。\n3、中银证券：A股正处于“牛市中继”阶段 重点关注科技、反内卷两条主线\n中银证券认为，往后看，A股整体仍处于上行通道之中。首先，政策从“托底”到“提质”的平滑过渡，为市场创造了稳定的宏观预期环境。随着政策预期趋于稳定，市场动能将从前期主要由政策与资金驱动，逐步向盈利基本面驱动转换。A股当前正处于“牛市中继”阶段，2026年中长期资金入市等政策性利好依然可期，而价格中枢回暖、内需复苏以及产业创新带来的盈利增长将有助于市场走向全面牛。短期来看，美联储继任人选以及国内货币财政政策的落地或将成为岁末年初市场关注的焦点。随着地缘政治风险的缓和以及中美政策预期的逐步落地，明年A股的跨年配置行情有望提前启动，围绕“春躁”布局，可重点关注科技+“反内卷”两条主线。\n本文转载自“腾讯自选股”，智通财经编辑：陈筱亦。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2592592834","isCrawlerRequest":true}