科创板融资余额较前一交易日减少10.67亿元，融券余额增加1892.98万元。267股融资余额环比增加， 264股融券余额环比增加。 | 688222 | 成都 | 48641.65 | 18.40 | 28.51 | -27.41 | 5.76 | | --- | --- | --- | --- | --- | --- | --- | | | 先导 | | | | | | | 688592 | 司南 | 17610.92 | 16.08 | 34.83 | -3.66 | 0.56 | | | 导航 | | | | | | | | 盛邦 | | | | | | | 688651 | 安全 | 17370.1 1 | 15.98 | 0.00 | | -7.18 | | | 航天 | | | | | | | 688552 | 南湖 | 23388.40 | 15.75 | 81.02 | -25.84 | -0.22 | | 688135 | 利扬 | 301 11.05 | 14.78 | 0.00 | | 7.77 | | | 芯片 | | | | | | | 688246 | 嘉和 | 21497.74 ...

| 公司名称 | 持股数量 | 最新持股比例 | | --- | --- | --- | | 中国电信(00728) | 99.37亿股 | 71.60% | | 绿色动力环保(01330) | 2.82亿股 | 69.76% | | 凯盛新能(01108) | 1.70亿股 | 67.96% | | 天津创业环保股份(01065) | 2.29亿股 | 67.38% | | 大眾公用(01635) | 3.58亿股 | 67.11% | | 中国神华(01088) | 22.37亿股 | 66.22% | | 南方恆生科技(03033) | 90.76亿股 | 65.31% | | 昊天国际建投(01341) | 69.01亿股 | 62.19% | | 广汽集团(02238) | 17.50亿股 | 62.18% | | 中远海能(01138) | 7.91亿股 | 61.05% | | 弘业期货(03678) | 1.52亿股 | 60.80% | | 广发証券(01776) | 10.16亿股 | 59.70% | | 万科企业(02202) | 13.12亿股 | 59.45% | | 昭衍新药(0 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The competition in AI entry points is intensifying, with major companies increasing their investments. China's AI presence globally has significantly improved, with domestic large models continuously iterating. Despite GPT-5.2 and Gemini 3 Pro leading, Chinese models have effectively altered the North American dominance in the competitive landscape. In the global Top 10, three positions are held by Chinese models, and in the Top 15, there are six Chinese companies. By 2025, China's open-source AI model usage is expected to account for over 70% of the global market [2][11][19] - The demand for inference has surged, with the emergence of o1 class inference models unlocking approximately 10 times the potential of traditional models in terms of inference-time compute. The demand for computing power has shifted from being solely "training-driven" to a dual focus on "training + inference" [2][5][37] - The battle for entry points has evolved beyond mobile devices to OS-level intelligent agents and super apps. By December 24, 2025, ByteDance's AI application Doubao announced daily active users (DAU) exceeding 100 million, while Qianwen App reached over 30 million monthly active users within 23 days of public testing, becoming the fastest-growing AI application globally. Doubao bypasses traditional interfaces, creating an "AI operating system" that directly interacts with super apps like WeChat and Alipay, challenging the rules of the traditional app era [2][44][45] Summary by Sections AI Entry Point Competition - China's AI global presence has significantly improved, with domestic large models continuously iterating. In the global Top 10, three positions are held by Chinese models, and in the Top 15, there are six Chinese companies. By 2025, China's open-source AI model usage is expected to account for over 70% of the global market [2][11][19] - The competition for entry points has evolved beyond mobile devices to OS-level intelligent agents and super apps, with significant user engagement reported for new AI applications [2][44][45] Domestic Chip Breakthroughs - The smart computing center in China is expanding, with a projected compound annual growth rate (CAGR) of 57% from 2020 to 2028, reaching 2,781.9 EFLOPS by 2028. Domestic chip technology is steadily improving, with local cloud service providers accelerating the construction of heterogeneous environments [5][50] - Domestic general-purpose GPUs are upgrading from "usable" to "good," with performance metrics approaching those of leading international models. The production capacity of domestic chip manufacturers like SMIC is continuously increasing, providing solid support for domestic AI chip production [5][53][54] Supply and Demand Dynamics - The demand side is characterized by a surge in inference demand as AI applications become more prevalent, while the supply side sees continuous improvements in domestic GPU performance and accelerated adaptation by cloud service providers [5][59] - The AI server market is expected to see a shift towards inference servers becoming the mainstream, with a projected market size of approximately $39.3 billion in 2024, reflecting a year-on-year growth of 49.7% [5][64]

从连续性进行统计，有2只股获南向资金连续3天以上净买入，连续净买入天数较多的有小米集团-W、 腾讯控股，连续净买入天数分别为7天、3天。以其间净买入金额统计，净买入金额最多的是小米集团- W，合计净买入为55.53亿港元，其次是腾讯控股合计净买入为42.31亿港元。 1月9日南向资金成交活跃股 | 代码 | 简称 | 成交金额（万港元） | 成交净买入（万港元） | 今日涨跌幅（%） | | --- | --- | --- | --- | --- | | 00700 | 腾讯控股 | 415871.61 | 141196.95 | -0.81 | | 01810 | 小米集团-W | 272440.00 | 86967.28 | -0.53 | | 01024 | 快手-W | 178751.62 | 77610.41 | 3.89 | | 03033 | 南方恒生科技 | 82168.01 | 77271.29 | 0.18 | | 00981 | 中芯国际 | 392225.11 | 69211.05 | -0.73 | | 00883 | 中国海洋石油 | 105539.85 | -7862.90 | ...

1月9日港股通成交活跃股 | 代码 | 简称 | 类型 | 成交金额（万港元） | 成交净买入（万港元） | 日涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 09988 | 阿里巴巴-W | 港股通(沪) | 656911.23 | -211364.83 | 2.73 | | 09988 | 阿里巴巴-W | 港股通(深) | 341983.00 | -50799.10 | 2.73 | | 02208 | 金风科技 | 港股通(沪) | 330672.99 | -13002.82 | 3.41 | | 00981 | 中芯国际 | 港股通(沪) | 217367.66 | -17405.68 | -0.73 | | 00700 | 腾讯控股 | 港股通(深) | 209478.00 | 52897.91 | -0.81 | | 03690 | 美团-W | 港股通(沪) | 207505.38 | -21889.97 | -2.48 | | 00700 | 腾讯控股 | 港股通(沪) | 206392.71 | 88300.03 | -0.81 | | 0 ...

| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 65.69 亿元 | -21.14 亿元 | | 金风科技(02208) | 33.07 亿元 | -1.30 亿元 | | 中芯国际(00981) | 21.74 亿元 | -1.74 亿元 | | 美团-W(03690) | 20.75 亿元 | -2.19 亿元 | | 腾讯控股(00700) | 20.64 亿元 | +8.83 亿元 | | 小米集团-W(01810) | 15.80 亿元 | +4.62 亿元 | | 晶泰控股(02228) | 12.15 亿元 | -2.07 亿元 | | 快手-W(01024) | 11.43 亿元 | +5.68 亿元 | | 中国海洋石油(00883) | 10.55 亿元 | -7862.90 万元 | | 中国移动(00941) | 10.28 亿元 | -3.11 亿元 | 深港通（南向）十大活跃成交公司 2026年1月9日当天，阿里巴巴-W(09988)、金风科技(02208)、中芯国际(00981)位居沪港通（南向）成交 额前 ...

Group 1 - The Hong Kong stock market saw a net inflow of 68.15 billion HKD from northbound trading, with 16.6 billion HKD from Shanghai and 51.55 billion HKD from Shenzhen [1] - The most bought stocks included Tencent (00700), Xiaomi Group-W (01810), and Kuaishou-W (01024), while the most sold stocks were Alibaba-W (09988), China Mobile (00941), and Goldwind Technology (02208) [1][2] Group 2 - Alibaba-W (09988) had a net outflow of 26.21 billion HKD, with a total trading volume of 65.69 billion HKD, indicating significant selling pressure [2][7] - Tencent (00700) received a net inflow of 14.11 billion HKD, supported by a report from Morgan Stanley highlighting its AI strategy and high potential for monetization [4][5] - Xiaomi Group-W (01810) attracted a net inflow of 8.69 billion HKD, with plans for 200 billion HKD in R&D investment over the next five years [5] - Kuaishou-W (01024) saw a net inflow of 7.76 billion HKD, driven by strong performance in AI-generated content [5] - Semiconductor company SMIC (00981) had a net inflow of 6.92 billion HKD, following a strategic acquisition that is expected to positively impact earnings [6] - Goldwind Technology (02208) faced a net outflow of 1.94 billion HKD, despite potential positive catalysts from its stake in Blue Arrow Aerospace [7]

电子行业今日上涨0.91%，全天主力资金净流出91.49亿元，该行业所属的个股共476只，今日上涨的有 319只，涨停的有3只；下跌的有147只。以资金流向数据进行统计，该行业资金净流入的个股有180只， 其中，净流入资金超亿元的有24只，净流入资金居首的是蓝思科技，今日净流入资金6.03亿元，紧随其 后的是长电科技、海光信息，净流入资金分别为5.13亿元、4.57亿元。电子行业资金净流出个股中，资 金净流出超亿元的有38只，净流出资金居前的有信维通信、中芯国际、胜宏科技，净流出资金分别为 15.41亿元、8.62亿元、6.15亿元。（数据宝） 电子行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300433 | 蓝思科技 | 14.13 | 6.17 | 60311.56 | | 600584 | 长电科技 | 5.64 | 7.54 | 51335.74 | | 688041 | 海光信息 | 2.02 | 1.49 | 45739.85 | | 002241 | 歌尔股份 | ...

来源：新浪证券-红岸工作室 1月9日，中芯国际跌0.98%，成交额65.82亿元，换手率2.56%，总市值10310.93亿元。 1、公司获得国家集成电路产业投资基金股份有限公司投资，持股比例占总股本比例为1.61%。 2、2025年9月12日互动易：公司代工MCU芯片和特殊存储芯片。 3、中芯国际是中国内地技术最先进、配套最完善、规模最大、跨国经营的集成电路制造企业集团。 4、中芯国际集成电路制造有限公司的主营业务是基于多种技术节点和技术平台的集成电路晶圆代工业 务，并提供设计服务与IP支持、光掩模制造等配套服务。公司的主要产品是集成电路晶圆代工、设计服 务与IP支持、光掩模制造。根据全球各纯晶圆代工企业最新公布的2024年销售额情况，中芯国际位居全 球第二，在中国大陆企业中排名第一。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-7.83亿，占比0.13%，行业排名172/172，连续3日被主力资金减仓；所属行业主力净流 入-39.69亿，连续2日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-7.80亿-13.94亿-2.9 ...

1月8日【港股Podcast】恆指、美團、嗶哩嗶哩、舜宇光學、中芯、比亞迪 1、恆指：看多投資者，博取明日小反彈，持有25900收回價的牛證，有看淡投資者表示尾盤熊證過夜，明天跌回25900點。 Simon：大家好呀，那又來和大家回顧一下港股的情況啦。可以看到今天（8日）恆指呢，還是繼續下跌了。是的，今天也一樣，盤中其實曾經跌得比較厲 害，不過好在最後收盤的時候，還能回升一點點，收在了26149點。當然啦，整體還是下跌的，這也沒辦法。我們來看看投資者的看法，能發現有部分投資 者是看好的，他們認為可能還是以搏反彈為主，不過未必能看到明顯的回升。也有一些投資者反過來，繼續持有熊證，就是想搏它明天再跌一點點。 我們先從技術分析來看。目前技術信號的總結還是以"賣出"信號為主，有8個賣出信號，6個買入信號，賣出信號稍微多一些。先給大家一個支持位作為參 考，現在的支持位大概在25600點。所以如果是打算搏反彈的投資者，或許可以參考25600點這個支持位，意思就是儘量選擇一些在25600點以下的產品。不 過有人可能會覺得，25600點距離現在有500點，還是有點擔心，覺得距離近了點。那再往下一個支持位大概在25100點左右 ...