Core Viewpoint - The Hong Kong stock market experienced significant volatility, with major tech stocks like Alibaba and Tencent seeing sharp declines before stabilizing, influenced by rumors regarding tax adjustments for high-tech enterprises [1][3]. Market Performance - The Hong Kong Internet ETF (513770) saw a price drop of 0.56%, with a peak decline of over 3% during the day, marking a three-day losing streak, although there was a net inflow of 69.95 million yuan yesterday and a total of 1.313 billion yuan over the past 20 days [1][3]. - The current price-to-earnings (P/E) ratio of the Hong Kong Internet ETF is 25.31, which is significantly lower than the P/E ratios of the ChiNext Index (41.62) and the Nasdaq 100 (36.37), indicating a favorable valuation compared to other markets [3][4]. Industry Trends - The competition for AI market entry is intensifying as major players like Tencent and Alibaba ramp up their marketing efforts, with Alibaba planning to launch its new AI model during the Spring Festival to capitalize on high traffic [3][4]. - The AI application industry is expected to become a "must-have" by 2026, with a projected turning point in revenue contributions occurring in the second half of 2025, supported by strong profit elasticity and operational leverage [3][7]. Investment Opportunities - The top holdings in the Hong Kong Internet ETF include major companies such as Alibaba, Tencent, and Kuaishou, which collectively account for nearly 77% of the fund, highlighting the dominance of leading tech firms in the sector [3][4]. - For investors seeking to mitigate volatility while still gaining exposure to technology, the Hong Kong Large Cap 30 ETF (520560) is recommended, as it combines high-growth tech stocks with stable dividend-paying companies [4].

周二（2月3日），A股反弹回暖，CPO光模块等算力方向大反攻，致尚科技大涨超15%，网宿科技涨超 14%，天孚通信大涨超13%创新高，近7日累计反弹42.74%，首都在线、光库科技、太辰光等多股涨超 8%。 热门ETF方面，重仓光模块龙头的创业板人工智能ETF（159363）全天"V型"回升，场内收涨3.7%，收 盘价历史次高，单日成交9亿元，单日再度吸金8200万份，前一日资金已加仓近1.5亿元！ | | | 分时 多日 1分 5分 15分 30分 ■ | | | | F9 盘前盘后 缩加 九秒 图法 工具 @ (2) > | | | 创业板人工智能ETF华宣 | 159363 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1,157 | | | | 159363[创业极人工智能ETF华宝] 15:00 价 1.148 涨跌 0.041(3.70%) 均价 1.134 .. | | | | 1.148 | | +0.041 +3.70% | | ... N | | | | | | | | SZSE CNY 15 ...

2月3日，生益电子跌1.61%，截至发稿，报86.58元/股，成交14.40亿元，换手率2.02%，总市值720.19亿 元。生益电子股价已经连续4天下跌，区间累计跌幅7.13%。 资料显示，生益电子股份有限公司位于广东省东莞市东城区(同沙)科技工业园同振路33号，成立日期 1985年8月2日，上市日期2021年2月25日，公司主营业务涉及各类印制电路板的研发、生产与销售业 务。主营业务收入构成为：印制电路板96.35%，其他(补充)3.65%。 从基金十大重仓股角度 数据显示，东财基金旗下1只基金重仓生益电子。东财数字经济混合发起式A（015096）四季度持有股 数13万股，占基金净值比例为4.92%，位居第八大重仓股。根据测算，今日浮亏损失约18.46万元。连续 4天下跌期间浮亏损失86.45万元。 东财数字经济混合发起式A（015096）成立日期2022年3月1日，最新规模1.02亿。今年以来亏损 1.85%，同类排名8456/8874；近一年收益84.91%，同类排名282/8124；成立以来收益89.16%。 东财数字经济混合发起式A（015096）基金经理为冯杰波。 截至发稿，冯杰波累计任职时间1 ...

2月3日，广发证券跌1.29%，截至发稿，报21.44元/股，成交15.82亿元，换手率1.26%，总市值1677.65 亿元。广发证券股价已经连续3天下跌，区间累计跌幅6.42%。 资料显示，广发证券股份有限公司位于广东省广州市天河区马场路26号广发证券大厦，成立日期1994年 1月21日，上市日期1997年6月11日，公司主营业务涉及投资银行业务、财富管理业务、交易及机构业务 和投资管理业务。主营业务收入构成为：财富管理业务40.08%，交易及机构业务32.27%，投资管理业 务24.97%，投资银行业务2.14%，其他0.54%。 从广发证券十大流通股东角度 数据显示，华泰柏瑞基金旗下1只基金位居广发证券十大流通股东。华泰柏瑞沪深300ETF（510300）三 季度减持240.35万股，持有股数5028.11万股，占流通股的比例为0.66%。根据测算，今日浮亏损失约 1407.87万元。连续3天下跌期间浮亏损失7391.33万元。 华泰柏瑞沪深300ETF（510300）成立日期2012年5月4日，最新规模4222.58亿。今年以来亏损0.43%， 同类排名4554/5562；近一年收益23.77%，同 ...

Group 1 - The core point of the news is that Shanmei International's stock has experienced a decline of 6.1% over the past three days, with the current stock price at 10.63 yuan per share and a market capitalization of 21.074 billion yuan [1] - Shanmei International Energy Group Co., Ltd. is based in Taiyuan, Shanxi Province, and was established on November 20, 2000. It was listed on July 31, 2003. The company's main business includes new energy development, coal and coke industry investment, and logistics information consulting services [1] - The revenue composition of Shanmei International includes self-produced coal (36.87%), traded coal (24.93%), metallurgical coal (18.62%), thermal coal (18.25%), transportation (1.16%), and others (0.17%) [1] Group 2 - From the perspective of major fund holdings, Huiquan Fund has one fund heavily invested in Shanmei International. The Huiquan Smart Quantitative Stock Mixed A Fund (020922) held 92,900 shares in the fourth quarter, accounting for 1.87% of the fund's net value, making it the fifth-largest holding [2] - The estimated floating loss for the Huiquan Smart Quantitative Stock Mixed A Fund today is approximately 3,716 yuan, with a total floating loss of 64,100 yuan during the three-day decline [2] - The Huiquan Smart Quantitative Stock Mixed A Fund was established on August 6, 2024, with a latest scale of 22.6603 million yuan. Year-to-date, it has a loss of 0.03%, ranking 7,604 out of 8,874 in its category, while it has a one-year return of 10.22%, ranking 6,174 out of 8,124 [2]

Group 1 - The core viewpoint of the news is that Hongbo Pharmaceutical's stock has increased by 5.14%, reaching a price of 48.85 CNY per share, with a trading volume of 503 million CNY and a turnover rate of 8.46%, resulting in a total market capitalization of 6.819 billion CNY [1] - Hongbo Pharmaceutical, established on December 14, 2007, and listed on November 1, 2022, is located in Shanghai and focuses on drug discovery, pharmaceutical process research and development, and the commercial production of active pharmaceutical ingredients. The revenue composition is as follows: drug discovery 52.67%, commercial production 35.00%, process research and development 8.10%, and others 4.23% [1] Group 2 - Longcheng Fund's Longcheng Consumption Value Mixed A Fund (200006) is among the top ten circulating shareholders of Hongbo Pharmaceutical, holding 1.6009 million shares, unchanged from the previous period, representing 2.08% of circulating shares, with an estimated floating profit of approximately 3.8262 million CNY [2] - The Longcheng Consumption Value Mixed A Fund has a total scale of 474 million CNY, with a year-to-date return of 8.38%, ranking 925 out of 8874 in its category, and a one-year return of 26.19%, ranking 4175 out of 8124 [2] Group 3 - The fund manager of Longcheng Consumption Value Mixed A Fund is Long Yufei, who has been in the position for 8 years and 111 days, managing assets totaling 704 million CNY, with the best fund return during his tenure being 61.42% and the worst being -8.9% [3] Group 4 - Longcheng Consumption Value Mixed A Fund reduced its holdings in Hongbo Pharmaceutical by 100,000 shares in the fourth quarter, now holding 1.5009 million shares, which accounts for 6.37% of the fund's net value, making it the sixth-largest holding [4]

2月3日，中一科技涨5.15%，截至发稿，报41.25元/股，成交3.04亿元，换手率3.36%，总市值96.21亿 元。 资料显示，湖北中一科技股份有限公司位于湖北省云梦县经济开发区梦泽大道南47号，成立日期2007年 9月13日，上市日期2022年4月21日，公司主营业务涉及各类单、双面光高性能电解铜箔系列产品的研 发、生产与销售,下辖云梦、安陆两大电解铜箔生产基地。主营业务收入构成为：锂电铜箔78.92%，电 子电路铜箔20.67%，其他0.41%。 从基金十大重仓股角度 数据显示，富荣基金旗下1只基金重仓中一科技。富荣福鑫混合A（004794）四季度持有股数2.38万股， 占基金净值比例为6.37%，位居第二大重仓股。根据测算，今日浮盈赚取约4.81万元。 富荣福鑫混合A（004794）基金经理为姜帆、王梓。 截至发稿，姜帆累计任职时间1年228天，现任基金资产总规模2669.2万元，任职期间最佳基金回报 64.35%， 任职期间最差基金回报22.2%。 王梓累计任职时间131天，现任基金资产总规模1568.37万元，任职期间最佳基金回报11.77%， 任职期 间最差基金回报11.73%。 声明：市场 ...

Group 1 - Hangke Technology Co., Ltd. experienced a stock price increase of 5.04%, reaching 30.61 CNY per share, with a trading volume of 227 million CNY and a turnover rate of 1.25%, resulting in a total market capitalization of 18.478 billion CNY [1] - The company, established on November 21, 2011, and listed on July 22, 2019, specializes in the design, research and development, production, and sales of various rechargeable batteries, particularly lithium-ion battery production line post-processing systems [1] - The main revenue composition of Hangke Technology includes 70.17% from charging and discharging equipment, 28.54% from other equipment, 0.83% from accessories, and 0.47% from other sources [1] Group 2 - Penghua Fund has one fund heavily invested in Hangke Technology, specifically the Penghua SSE Sci-Tech Innovation 100 ETF Linked A (019861), which held 309 shares in the fourth quarter, maintaining the same number of shares compared to the previous period, ranking as the eighth largest holding [2] - The fund has a current scale of 225 million CNY and has achieved a year-to-date return of 8.07%, ranking 641 out of 5562 in its category, with a one-year return of 59.99%, ranking 582 out of 4285, and a cumulative return since inception of 43.61% [2] Group 3 - The fund manager of Penghua SSE Sci-Tech Innovation 100 ETF Linked A is Su Junjie, who has been in the position for 8 years and 6 days, managing total assets of 29.277 billion CNY [3] - During his tenure, the best fund return achieved was 102.19%, while the worst return was -21.6% [3]

截至发稿，方岑累计任职时间2年312天，现任基金资产总规模5083.02万元，任职期间最佳基金回报 13.08%， 任职期间最差基金回报-1.62%。 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，中航基金旗下1只基金重仓洛阳钼业。中航混改精选A（004936）四季度减持1.68万股，持有 股数14.04万股，占基金净值比例为9.56%，位居第五大重仓股。根据测算，今日浮盈赚取约16.29万 元。 中航混改精选A（004936）成立日期2017年12月14日，最新规模685.43万。今年以来收益15.11%，同类 排名169/8874；近一年收益39.23%，同类排名2651/8124；成立以来收益13%。 中航混改精选A（004936）基金经理为方岑。 2月3日，洛阳钼业涨5.25%，截至发稿，报23.25元/股，成交81.84亿元，换手率2.07%，总市值4974.18 亿元。 资料显示，洛阳栾川 ...

资料显示，山东步长制药股份有限公司位于山东省菏泽市牡丹区中华西路369号，成立日期2001年5月10 日，上市日期2016年11月18日，公司主营业务涉及中成药的研发、生产和销售。主营业务收入构成为： 中成药82.34%，化学药10.08%，医疗器械6.61%，其他0.97%。 从步长制药十大流通股东角度 2月3日，步长制药涨5.1%，截至发稿，报17.71元/股，成交2.01亿元，换手率1.11%，总市值186.76亿 元。 数据显示，南方基金旗下1只基金位居步长制药十大流通股东。南方中证500ETF（510500）三季度减持 14.45万股，持有股数804.2万股，占流通股的比例为0.76%。根据测算，今日浮盈赚取约691.61万元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益7.7%，同类排 名716/5562；近一年收益46.3%，同类排名1226/4285；成立以来收益171.03%。 截至发稿，罗文杰累计任职时间12年291天，现任基金资产总规模1713.58亿元，任职期间最佳基金回报 187.93%， 任职期间最差基金回报-47.6%。 ...