A股盘前播报 | 商业航天迎三大利好！马斯克再喊话累涨超400%！两牛股今日停牌

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盘前要闻1、商业航天迎三大利好!马斯克称星舰将使太空进入成本骤降99%类型：行业情绪影响：正面商业航天近日利好催化不断。首先，马斯克表示，SpaceX希望今年通过“星舰”技术实现火箭完全可重复使用，使太空进入成本骤降99%。国内市场方面，北京发文鼓励对卫星数据上下游企业进行并购重组。银河航天CEO徐鸣表示，到2035年，全球太空经济预计将达到1.8万亿美元。公司方面，中科宇航IPO取得重大突破。2...

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Two bull stocks are suspended today","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"002969":1.94,"TSLY":0.6,"TSDD":0.6,"07766":0.6,"TSLR":0.6,"TESL":0.6,"TSL":0.6,"TSLQ":0.6,"TSLS":0.6,"TSLW":0.6,"TSLZ":0.6,"TSLT":0.6,"TSLI":0.6,"CRSH":0.6,"TSYY":0.6,"TSLP":0.6,"UFO":0.6,"TSLG":0.6,"002931":1.94,"TSLL":0.6},"content_text":"盘前要闻1、商业航天迎三大利好!马斯克称星舰将使太空进入成本骤降99%类型：行业情绪影响：正面商业航天近日利好催化不断。首先，马斯克表示，SpaceX希望今年通过“星舰”技术实现火箭完全可重复使用，使太空进入成本骤降99%。国内市场方面，北京发文鼓励对卫星数据上下游企业进行并购重组。银河航天CEO徐鸣表示，到2035年，全球太空经济预计将达到1.8万亿美元。公司方面，中科宇航IPO取得重大突破。2、累涨超400%!两只牛股锋龙股份、嘉美包装今日双双停牌核查类型：公司情绪影响：负面锋龙股份、嘉美包装两只牛股昨日晚间双双公告称，今日起停牌核查，预计停牌时间不超过5个交易日。这是两大牛股月内第二次宣布停牌核查。锋龙股份自2025年12月25日至2026年1月23日已连续17个交易日涨停，价格涨幅为405.74%。嘉美包装自2025年12月17日至2026年1月23日期间价格涨幅为408.11%。3、证监会重拳出击，牛散操纵证券市场被罚没10亿元类型：市场情绪影响：正面近期证监会正在持续严查私募基金领域违规募集、侵占挪用、自融自用、利益输送等触犯私募基金监管“底线”“红线”的恶劣违法违规行为。证监会对余韩操纵证券市场行为作出行政处罚，合计罚没超10亿元。对浙江瑞丰达资产管理公司实际控制人孙伟等罚没2800余万元，5名责任人员领罚款1300余万元。4、公募业绩基准新规落地：告别“风格漂移”时代，收益与薪酬挂钩类型：市场情绪影响：正面近日，中国证监会正式发布《公开募集证券投资基金业绩比较基准指引》，基金业协会同步发布了《公开募集证券投资基金业绩比较基准操作细则》，此次新规的核心思路，是彻底扭转基准被虚置的局面。更关键的是，新规再次强调未来基金经理的薪酬将直接与战胜基准挂钩，而非短期市场排名。投资日历“星算•智联”太空算力研讨会投资锦囊投资锦囊：真正好的投资机会通常都发生在大趋势之后。当趋势发生之后，人们都倾向于市场朝一个方向发展，而此时基本面上的一些事情正在发生，意味着趋势将发生改变，那正是最好的时机。【美】史蒂文•卓布尼《黄金屋》机构观点1、中信建投：近期主动降温调控节奏，整体大基调仍积极，坚守科技+资源品双主线。2、中信证券：市场信心持续恢复过程中，可逢低增配非银和部分内需或高景气品种等。3、东方证券：市场处于政策催化+产业趋势双轮驱动结构性行情中，关注商业航天等。利好利空前瞻1、腾讯发10亿，百度发5亿!两巨头春节狂“撒钱”抢占AI入口类型：机构热评华鑫证券：2026年AI应用将迎来“黄金元年”，技术逐步成熟，不少大模型已具备强工具调用、多模态理解能力;政策持续护航与市场需求共振，从B端降本增效到C端普及。2、地缘政治等多因素叠加，现货黄金首次突破5000美元，机构持续看涨类型：市场热议华西证券：参考历史规律，2026年金价涨幅或介于10%-35%区间。受美联储降息预期、美元信用不稳、美国中期选举以及地缘政治不确定性的影响，金价有望进一步上涨。3、存储疯狂紧缺!韩媒：三星电子一季度NAND价格上调100%类型：市场热议东海证券：随着行业需求缓慢复苏，AI投资持续超预期，存储芯片价格涨幅超预期。海外压力下自主可控力度依然在不断加大，目前市场资金热度相对较高，建议逢低布局。公告速递偏正面公告1、先导智能：预计2025年净利润同比增长424.29%—529.15%2、中微半导：预计2025年净利润同比增长107.55%3、炬芯科技：预计2025年净利润同比增长91.40%偏负面公告1、上海沪工：股东明鑫光储拟减持不超3%股份2、郑州煤电：预计2025年度净利润亏损约9.16亿元3、至纯科技：预计2025年净利润亏损3亿元至4.5亿元海外市场自选哥提示：上周五，市场关注贸易与地缘政治因素，美股三大指数涨跌互现，贵金属板块领涨，大型科技股涨跌不一，英特尔暴跌17%，热门中概股涨跌互现。本文转载自腾讯自选股，智通财经编辑：李佛。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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":"4.42.0","shortVersion":"4.42.0","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/2606264184","isCrawlerRequest":true}

A股盘前播报 | 商业航天迎三大利好！马斯克再喊话 累涨超400%！两牛股今日停牌

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A股盘前播报 | 商业航天迎三大利好！马斯克再喊话累涨超400%！两牛股今日停牌