2月10日，寒武纪涨5.42%，截至发稿，报1145.68元/股，成交37.88亿元，换手率0.80%，总市值4831.16 亿元。 资料显示，中科寒武纪科技股份有限公司位于北京市海淀区知春路7号致真大厦D座5层、11-13层、16 层，成立日期2016年3月15日，上市日期2020年7月20日，公司主营业务涉及各类云服务器、边缘计算设 备、终端设备中人工智能核心芯片的研发、设计和销售。主营业务收入构成为：云端产品线99.62%， 其他(补充)0.32%，边缘产品线0.05%，IP授权及软件0.00%。 从基金十大重仓股角度 截至发稿，申坤累计任职时间10年255天，现任基金资产总规模8.83亿元，任职期间最佳基金回报 79.73%， 任职期间最差基金回报-18.06%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，富安达基金旗下1只基金重仓寒武纪。富安达优势成长混合A（710001）四季度持有股数 ...

Core Viewpoint - The resurgence of spot gold prices above $5,000 has boosted market sentiment, leading to significant activity in the non-ferrous metals sector, particularly with the Huabao ETF [1] Group 1: Market Performance - The Huabao non-ferrous ETF (159876) saw a high level of activity, with intraday prices rising by 2.5% and closing up by 2.07% [1] - Key constituent stocks such as Shenghe Resources and Hunan Silver reached their daily limit, while other stocks like Silver Nonferrous and China Rare Earth saw increases of over 8% and 6%, respectively [1] Group 2: Industry Trends - The People's Bank of China has increased its gold reserves for 15 consecutive months, with reserves reaching 7.419 million ounces by the end of January 2026, up from 7.415 million ounces in December 2025 [3] - The price of light rare earths has been on the rise, with praseodymium and neodymium prices increasing by 5,000 yuan/ton to 925,000 yuan/ton, and praseodymium oxide prices rising by 7,500 yuan/ton to 752,500 yuan/ton [3] - The demand for gold from central banks is expected to provide a strong support for gold prices, while the ongoing rise in rare earth prices is anticipated to bolster the profitability of the industry [3] Group 3: Investment Opportunities - The Huabao non-ferrous ETF and its linked funds cover a wide range of sectors including copper, aluminum, gold, rare earths, and lithium, allowing investors to capture the beta performance across different economic cycles [3] - The ETF serves as an efficient tool for investors looking to gain exposure to the non-ferrous metals sector, being a financing and margin trading target [3]

风险提示：港股通信息技术ETF被动跟踪中证港股通信息技术综合指数，该指数基日为2014.11.14，发 布于2017.6.23。材料中指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗 下任何基金的持仓信息和交易动向。本产品由华宝基金发行与管理，代销机构不承担产品的投资、兑付 和风险管理责任。投资人应当认真阅读《基金合同》、《招募说明书》、《基金产品资料概要》等基金 法律文件，了解基金的风险收益特征，选择与自身风险承受能力相适应的产品。基金过往业绩并不预示 其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨慎！基金 银河证券2月8日研报《半导体行业周点评丨半导体板块有所回调，长期发展趋势不改》指出，长期来 看，以AI算力、国产CPU为代表的先进设计领域发展趋势不改，但是竞争或将拓展至编程工具、底层设 计方案等领域。摩尔线程推出的AI Coding Plan智能编程服务，在国产AI算力生态建设上迈出了关键一 步。 直指港股芯片超级周期！可以T+0的港股芯片产业链ETF——全市场首只聚焦"港股芯片"产业链的港股 信息技术ETF（159131），标的指数由"70% ...

2月9日，港股市场全面反弹，港股医药板块延续修复行情。 信达生物拿下88.5亿美元BD大单，无意外全天领涨，最高涨至8.55%，收涨7.42%，龙头股大受提振， 百济神州涨超3%，石药集团、中国生物制药、三生制药集体跟涨。 100%创新药研发标的——港股通创新药ETF（520880）高开后上探2.75%，收涨1.77%成功连阳，一并 站上10日均线，全天成交3.81亿元。 2月8日晚，信达生物公告，公司与礼来制药达成战略合作，携手推进肿瘤及免疫领域创新药物的全球研 发进程。信达将获3.5亿美元首付款，最高可获85亿美元里程碑付款及大中华区以外净销售额梯度分 成。 2025年中国创新药License-out总交易规模达到创纪录的1357亿美元，2026年开年以来重磅合作频出，除 信达外，1月份石药-阿斯利康（185亿美元）、荣昌-艾伯维（56亿美元）两笔超级BD均充分验证国产 创新药管线的全球价值。 开源证券指出，中国创新药正经历从"规模积累"走向"价值释放"的国际化跨越，并持续迎来从"管线预 期"转向"业绩兑现"的商业化收获期。创新药板块已回调近两个季度，长期看，较多优质标的估值性价 比明显，当前位置建议加大 ...

Core Viewpoint - The A-share market experienced a significant rally, with the Shanghai Composite Index rising over 1% and the Shenzhen Component Index increasing over 2%, driven by strong performance in AI applications and related sectors [1][3]. Group 1: Market Performance - The total trading volume in the market reached 22.5 trillion yuan, with over 4,600 stocks rising [1]. - The ChiNext AI ETF (159363) surged by 6.53%, breaking through all moving averages, while the Huabao Sci-Tech AI ETF (589520) rebounded by 4.57% [1][2]. - The Huabao Sci-Tech Chip ETF (589190) also saw a strong performance, rising over 3% and recovering its 5-day moving average [1][2]. Group 2: Sector Highlights - The AI sector saw a resurgence, with significant gains in companies involved in light modules and IDC, such as Tianfu Communication and Guangku Technology, which rose over 17% [3][4]. - The chemical and cyclical stocks also became active, with rare earth stocks experiencing notable increases, such as Shenghe Resources hitting the daily limit [1][5]. Group 3: Investment Drivers - Major overseas cloud companies, including Amazon and Google, are expected to significantly increase their capital expenditures for AI computing, projected to reach $660 billion by 2026, a 60% year-on-year increase [4]. - The Chinese government is promoting the construction of national computing interconnection nodes, which is expected to enhance resource allocation and boost the IDC rental market [4][7]. - The launch of ByteDance's Seedance 2.0 video generation model is anticipated to catalyze a new wave of AI applications, particularly in short content [4][6]. Group 4: Chip Sector Insights - The chip sector is experiencing a collective rally, with the Huabao Sci-Tech Chip ETF (589190) rising over 3%, supported by a significant increase in demand for chips [5][9]. - Goldman Sachs has indicated that a severe chip shortage is approaching, which is expected to benefit companies in the semiconductor industry [5][9]. Group 5: Commodity Trends - The price of rare earth elements continues to rise, with significant increases in the prices of praseodymium and neodymium, indicating a tightening supply and growing demand in emerging sectors [12][13]. - The Huabao Nonferrous ETF (159876) saw a 2% increase, reflecting positive market sentiment driven by rising gold prices [12][14].

Market Overview - The A-share market experienced a downward trend last week, with major indices declining: CSI 300 down 1.33%, CSI 500 down 2.68%, CSI 1000 down 2.46%, ChiNext 50 down 3.68%, and Sci-Tech 50 down 5.76% [1] - The average daily trading volume in the A-share market was around 2.4 trillion yuan, indicating a decrease in market investment enthusiasm [1] - The market showed rapid rotation characteristics, with commercial aerospace and space photovoltaic sectors being notably active [1] Investment Recommendations - It is suggested to control positions and focus on sectors supported by policies and improving economic conditions, emphasizing the need to select structural opportunities amid rapid market rotations [1] - The ChiNext 50 index, which includes high-weighted assets, is recommended for attention due to its performance supported by earnings [1] ChiNext 50 Index Insights - The ChiNext 50 index serves as a direct financing platform for growth-oriented innovative enterprises in the "three innovations and four new" sectors [1] - The index focuses on four key sectors: information technology, new energy, financial technology, and pharmaceuticals, showcasing a pure technology growth attribute [1] Sector Analysis Technology, AI, and Communication - Information technology accounts for approximately 54% of the ChiNext 50 index, with active segments including optical modules, AI applications, and computing hardware [3] - Despite recent market fluctuations, leading companies in the optical communication sector are expected to benefit from global AI capital expenditure expansion and the mass production of 1.6T optical modules [4] New Energy Photovoltaics - The photovoltaic sector showed structural performance driven by technological iterations and policy support, with significant progress in space photovoltaic technology [4] - The export market for photovoltaic components saw a 58% year-on-year increase in January 2026 to "Belt and Road" countries, with accelerated bidding for large projects in the Middle East and North Africa [4] Pharmaceuticals and Biotech - The innovative drug and CXO sectors are experiencing dual recovery in performance and sentiment, with active License-out transactions indicating global recognition of domestic innovation [5] - The CXO sector is seeing a significant increase in new orders, particularly in clinical CRO and CDMO segments, benefiting from the global trend of regionalized capacity transfer [5] ChiNext 50 ETF Overview - The ChiNext 50 ETF (code: 159949) tracks the ChiNext 50 index, focusing on high-quality leading companies in five major technology sectors: new energy vehicles, biomedicine, electronics, photovoltaics, and internet finance [6] - The ETF has a substantial liquidity with an average daily trading volume of 1.513 billion yuan over the past year, ranking among the top ETFs on the Shenzhen Stock Exchange [6]

本周将迎来美国通胀和就业数据发布，需密切关注两方面重磅数据对美联储降息预期的影响。受上周短 暂、局部的美国政府停摆影响，原定于上周五公布的1月非农就业报告将推迟至2月11日（本周三）发 布，CPI数据将延后至2月13日（本周五）。而上周公布的美国1月ADP就业数据仅新增2.2万人，远低于 市场预期，这份异常疲软的"小非农"报告，揭示了劳动力市场的降温迹象，反而强化了美联储无论谁掌 舵都可能需要降息的逻辑。 中国央行连续第15个月增持黄金。从2024年11月至2026年1月，每月保持稳定增持节奏。截至2026年1月 末，中国官方黄金储备为7419万盎司，较2025年12月末增加4万盎司。过去一年，中国央行全年累计增 持黄金储备86万盎司，体现美元信用体系瓦解背景下，各国央行分散外汇储备的趋势或延续。 Ø 黄金行情回顾及主要观点： 金价上周仍延续波动格局。上周伦敦现货黄金收于4，967美元/盎司（周环比1.8%），国内AU9999黄金 收于1，094元/克（周环比-6.9%）。 日本财政扩张趋势延续，债务负担或进一步加剧。日本首相高市早苗领导的执政联盟在上周日的众议院 选举中获得了压倒性多数席位，这赋予她更强大的 ...

2月9日，中银证券涨0.43%，截至发稿，报14.10元/股，成交7.07亿元，换手率1.81%，总市值391.70亿 元。中银证券股价已经连续5天上涨，区间累计涨幅5.46%。 资料显示，中银国际证券股份有限公司位于上海市浦东新区银城中路200号中银大厦,北京市西城区西单 北大街110号7层，成立日期2002年2月28日，上市日期2020年2月26日，公司主营业务涉及投资银行业 务、证券经纪业务、资产管理业务、证券自营业务、私募股权投资业务、期货业务和其他业务。主营业 务收入构成为：证券经纪业务64.12%，资产管理业务16.46%，投资银行业务6.48%，期货业务5.60%， 证券自营业务4.30%，其他1.74%，私募股权投资业务1.30%。 国泰中证全指证券公司ETF（512880）成立日期2016年7月26日，最新规模570.29亿。今年以来亏损 2.3%，同类排名5342/5580；近一年收益7.36%，同类排名4014/4290；成立以来收益18.46%。 国泰中证全指证券公司ETF（512880）基金经理为艾小军。 截至发稿，艾小军累计任职时间12年31天，现任基金资产总规模1889.36亿元 ...

天弘中证医药100A（001550）基金经理为贺雨轩。 截至发稿，贺雨轩累计任职时间4年225天，现任基金资产总规模112.26亿元，任职期间最佳基金回报 115.83%， 任职期间最差基金回报-61.43%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，天弘基金旗下1只基金重仓奕瑞科技。天弘中证医药100A（001550）四季度持有股数13.4万 股，占基金净值比例为0.99%，位居第九大重仓股。根据测算，今日浮盈赚取约20.24万元。连续5天上 涨期间浮盈赚取164.02万元。 天弘中证医药100A（001550）成立日期2015年6月30日，最新规模6.92亿。今年以来收益2.73%，同类 排名2980/5580；近一年收益10.73%，同类排名3734/4290；成立以来亏损19.61%。 2月9日，奕瑞科技涨1.24%，截至发稿，报123.58元/股，成交3.77亿元，换手率1.54%，总 ...

华夏领先股票（001042）成立日期2015年5月15日，最新规模7.83亿。今年以来收益19.83%，同类排名 25/5580；近一年收益52.35%，同类排名679/4290；成立以来亏损28.7%。 华夏领先股票（001042）基金经理为王晓李。 截至发稿，王晓李累计任职时间10年165天，现任基金资产总规模7.83亿元，任职期间最佳基金回报 82.9%， 任职期间最差基金回报-39.85%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 2月9日，磁谷科技涨5.22%，截至发稿，报69.00元/股，成交1.52亿元，换手率4.68%，总市值49.44亿 元。 资料显示，南京磁谷科技股份有限公司位于江苏省南京市江宁区金鑫中路99号(江宁开发区)，成立日期 2006年9月22日，上市日期2022年9月21日，公司主营业务涉及磁悬浮流体机械及磁悬浮轴承、高速电 机、高速驱动等核心部件的研发、生产、销售。主营业 ...