今日沪深两市重要消息不断。多公司发布重大业务进展，如688667拟购江苏奥易克斯98.43%股份后复牌；688636获1.01亿元订单；600793拟2.06亿元收购醋纤公司67%股权等。要闻方面，国家领导人强调提高国民循环质量和效率，财政部明确2026年财政支出“只增不减”等。利好事件频发，如两部门支持城市更新等，涉及多只概念股。沪深两市公司公告亮点多，如600076拟3.92亿购宇邦半导体51%股权，多家公司2025年净利预增。游资和机构龙虎榜有交易动态，新股美德乐开启申购。

• 股票名称["12mei24控","智明达","宜宾纸业","北信源","世华科技","翰宇药业","智飞生物","金智科技","视源股份","茂硕电源","新城市","北新建材","中金黄金","盛屯矿业","一拖股份","神农种业","美年健康","迪安诊断","天智航","美好医疗","华测检测","广电计量","神思电子","思泰克","威高骨科","正海生物","康欣新材","奕帆传动","爱博医疗","华秦科技","华电科工","瑞达期货","金房能源","芭田股份","黔源电力","朗姿股份","中熔电气","中孚实业","华辰装备","建投能源","招金黄金","博迁新材","三维通信","东方明珠","锋龙股份","志特新材","盛路通信","积成电子","双杰电气","九鼎新材","中华企业","三变科技","美德乐"]
• 板块名称["半导体","医疗","新能源","智能网联汽车","教育","乡村振兴","城市更新","金银","机器人手术","检验检测仪器设备","AI"]
• 收购股权、订单利好、政策支持
• 看多看空文本中包含众多上市公司的利好消息，如企业收购股权、获得订单、签署合作协议、业绩预增等，同时还有国家政策层面的支持，如财政支出增加、税费优惠等，这些因素综合起来对A股市场形成积极影响，所以看多A股。

1月21日股市好消息

和讯自选股写手

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