1月6日早盘，港股科技延续强势，恒生科技、港股通信息C、港股互联网指数携手大涨逾1%。全市场首 只聚焦"港股芯片"产业链的港股信息技术ETF（159131）继昨日跳空大涨3.63%后今日继续强势高开高 走，场内价格现涨1.91%，实时成交额超1200万元。 | | | 分野 多日 1分 5分 15分 30分 60分 日 周 月 * . | | | | | F9 盘情盘后 @加 九杭 面线 工机 @ (7) > | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.963 | | | | 159131[福服信息技术ETF] 09:52 价 0.960 浴珠 0.018(1.91%) 均价 0.953 减交量 6398 (OFW 0.9628 _ ... | | | | | ■ 0 960 +0.018 +1.91% | | | | | - 1 - 1 - 1 - | | | | | | | 1,10% | | SZSE CNY 9:52:42 空用中 西藏L2字图 | | | 0.952 | ...

对中芯南方增资 根据中芯国际和国家集成电路基金等各方订约，向中芯南方增资约77.8亿美元，其中约35.8亿美元计入 注册资本，42.0亿美元计入资本公积。中芯国际共出资约36.6亿美元。中芯南方注册资本从之前的65亿 美元上升到100.8亿美元。3Q25末，中芯南方净资产为574.6亿元。中芯南方2023/24年度净利润分别为约 36.7亿/39.3亿元。 本次增资后，中芯国际持股比例从之前的约38.5%上升到41.6%(上升约3个百分点)。该行认为，中芯南 方或主要聚焦先进制程工艺，增资或对我国先进制程技术发展有积极意义。该行同时认为，增资之后或 进一步增厚中芯国际股东EPS。 智通财经APP获悉，交银国际发布研报称，维持中芯国际(00981)"买入"评级，上调目标价至93.0港元， 中芯国际计划以406亿元收购中芯北方49%股权，使其成为全资子公司，预计交易将增厚公司EPS与净 利润。同时，公司将向中芯南方增资约36.6亿美元，持股比例提升至约41.6%，以支持先进制程工艺发 展。两项举措旨在强化其在晶圆制造领域的布局与盈利能力。 交银国际主要观点如下： 406亿元交易价格收购中芯北方49%股权 公司拟向 ...

MACD金叉信号形成，这些股涨势不错！ 责任编辑：石秀珍 SF183 2026年真是起个好头啊，假期发酵的脑机题材直接起飞，带飞了医药；存储又带飞了半导体。基本上算 全线起飞，尤其是港股，撑住了获利跑的资金，生物科技更是大涨4%，港股信息技术 ETF（159131） 大涨3.2%~ 港股信息技术 ETF（159131）是一只非常有特色且稀缺的ETF品种，也是目前全市场唯一一只跟踪中证 港股通信息技术综合指数的 ETF，其标的指数创新性地采用 "70% 硬件 + 30% 软件" 的配置结构，剔除 大市值互联网企业，聚焦 "半导体 + 电子 + 计算机软件" 三大核心领域。 从成分股构成看，该指数涵盖 42 家港股硬科技龙头，前十大权重股合计占比达 70.71%，龙头效应显 著，其中中芯国际以 20.48% 的权重稳居第一，华虹半导体、小米等芯片与电子制造龙头紧随其后，形 成 "国产替代核心 + 终端应用龙头" 的立体布局。港股信息技术 ETF（159131）不受 QDII 额度限制， 支持日内 T+0 交易。 2026年大家要重视港股行情，尤其是港股的稀缺资产，通过ETF投资港股应该是普通人最好的选择，没 有之 ...

Market Overview - The market opened positively, with a notable increase of 4000 points, indicating strong investor sentiment [1] - Resource sectors, particularly precious metals and oil and gas extraction, experienced significant gains due to geopolitical events [1][21] Key Industry Trends - Emerging industries such as commercial aerospace, controllable nuclear fusion, and brain-machine interfaces are on the rise, with brain-machine interfaces gaining attention due to advancements in automated surgical processes [2][22] - The semiconductor industry and consumer electronics are leading the market, with AI applications showing active performance [3][23] Semiconductor Sector Highlights - Semiconductor stocks have seen a resurgence, with notable events such as the increase in state fund holdings in SMIC from 4.79% to 9.25%, indicating strong governmental support [3][23] - Huahong Semiconductor's acquisition of 97.5% of Huali Microelectronics was priced at 8.2 billion, lower than market expectations of 15-20 billion [3][23] - The IPO application of Changxin Technology has been accepted, marking a significant step in the storage chip market [4][24] ETF Insights - The Hong Kong Information Technology ETF (159131) has shown a strong performance, with a rise of over 3.63%, focusing on the semiconductor industry [6][26] - This ETF, launched on November 5, 2025, tracks the China Securities Hong Kong Stock Connect Information Technology Composite Index, emphasizing core hard technology without internet tech [7][27] - The top holdings in this ETF include major players like SMIC and Xiaomi, with a significant focus on AI computing and chip manufacturing [8][28] Performance Comparison - The Hong Kong Information Technology ETF has outperformed other major indices over various time frames, with a 7-year growth of 85.82%, ranking fourth overall [11][31] - The ETF's price-to-earnings ratio (TTM) stands at 33.98, indicating a valuation below two-thirds of the time over the past three years, suggesting a reasonable valuation cushion [12][32] Additional ETF Developments - The domestic chip sector is also seeing the launch of the Huabao Science and Technology Chip ETF, which focuses on the core segments of the chip industry, with a 74.3% allocation to integrated circuits [14][34] - The Hong Kong Internet ETF (513770) is positioned as a complementary product to the Information Technology ETF, focusing on AI applications rather than hardware manufacturing [19][39]

近日，中芯国际、华虹公司、中微公司先后推出并购重组交易，并采取三类不同的并购整合策略。其 中，华虹公司拟发行股份收购"兄弟公司"华力微97.5%股权；中微公司拟发行股份及支付现金购买杭州 众硅64.69%股权；中芯国际则公告收购控股子公司中芯北方49%股权的交易草案。自"科创板八条"发布 以来，科创板公司已累计披露近170单股权收购交易，2025年全年超过100单，政策效应显著。其中，重 大资产重组达50单，2025年为37单，远超2019年至2023年累计的17单。（上证报） ...

1月5日上榜港股通成交活跃榜个股中，南京熊猫电子股份为近一个月首次上榜。 证券时报·数据宝统计显示，1月5日港股通（包括沪市港股通及深市港股通）成交活跃股合计成交529.01 亿港元，占当日港股通成交金额的36.84%，净买入金额99.89亿港元。 上榜的成交活跃股中，阿里巴巴-W成交额为95.60亿港元，成交金额居首；其次是中芯国际、盈富基 金，成交金额分别为87.99亿港元、68.45亿港元。 以上榜次数统计，1月5日上榜个股中，近一个月上榜次数最多的是阿里巴巴-W、腾讯控股等，近一个 月均上榜17次，最受港股通资金关注。 南京熊猫电子股份为近一个月首次上榜，当日港股通成交额为16.35亿港元，成交净买入1.05亿港元，该 股当日收盘上涨39.75%。（数据宝） （文章来源：证券时报网） 1月5日港股通成交活跃股榜单 | 证券 | 证券简称 | 成交金额（亿 | 净买入金额（亿 | 近一个月上 | 最新收盘价 | 日涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 代码 | | 港元） | 港元） | 榜次数 | （港元） | （%） | | 0070 ...

成交活跃股方面，今日上榜个股中，南向资金成交金额最多的是阿里巴巴-W，合计成交额95.60亿港 元，中芯国际、盈富基金成交额紧随其后，分别成交87.99亿港元、68.45亿港元。以净买卖金额统计， 净买入的个股共有10只，盈富基金净买入额为68.26亿港元，净买入金额居首，该股收盘股价下跌 0.08%，快手-W净买入额为15.56亿港元，小米集团-W净买入额为10.19亿港元。净卖出金额最多的是腾 讯控股，净卖出9.19亿港元，该股收盘股价上涨0.24%，中国移动、南京熊猫电子股份遭净卖出4.06亿 港元、1.05亿港元。 今日上榜个股中，盈富基金、快手-W、小米集团-W等8只股同时上榜港股通（深）、港股通（沪）成 交活跃股， 盈富基金合计成交额68.45亿港元，成交净买入68.26亿港元，快手-W合计成交额53.10亿港 元，成交净买入15.56亿港元。腾讯控股合计成交额64.57亿港元，成交净卖出9.19亿港元。 从连续性进行统计， 有3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华虹半导体、 小米集团-W、中芯国际，连续净买入天数分别为5天、3天、3天。以其间净买入金额统计，净买入金额 最多 ...

1月5日恒生指数上涨0.03%，报收26347.24点，全天南向资金通过港股通渠道合计净买入187.23亿港 元。 证券时报·数据宝统计，1月5日港股通全天合计成交金额为1436.06亿港元，成交净买入187.23亿港元。 具体来看，沪市港股通成交金额871.38亿港元，成交净买入98.09亿港元；深市港股通成交金额564.68亿 港元，成交净买入89.14亿港元。 成交活跃股方面，沪市港股通前十大成交活跃股中，阿里巴巴-W成交额为55.70亿港元，成交金额居 首；其次是中芯国际、盈富基金，成交金额分别为53.49亿港元、52.86亿港元。以净买卖金额统计，盈 富基金净买入额为52.72亿港元，净买入金额居首，该股收盘股价下跌0.08%。净卖出金额最多的是腾讯 控股，净卖出4.38亿港元，收盘股价上涨0.24%。 深市港股通前十大成交活跃股中，成交额居首的是阿里巴巴-W，成交金额39.90亿港元；其次是中芯国 际、腾讯控股，成交金额分别为34.50亿港元、30.33亿港元。以净买卖金额统计，有9只股为净买入，净 买入金额最多的是盈富基金，净买入15.54亿港元，该股收盘下跌0.08%。净卖出金额最多的是腾讯控 ...

美国贸易代表办公室在25年12月23日放出消息，从2027年6月起对中国28纳米及以上芯片加征关税，这 乍一看像是要下狠手。初始税率设为0%，18个月后才逐步上调，得提前一个月公布具体数字。 美国政府说这是基于301条款调查，针对中国半导体贸易行为。可说实话，这公告来得有点晚，之前1月 1日就加了50%的关税，这次额外措施更像是补丁。全球供应链那么紧，美国企业离不开中国市场，这 步棋下得犹豫，明显留了后路。 这边刚说要加税，那边12月8日又批准英伟达出口H200 AI芯片到中国，还带上收入分成，美国政府分 走25%。这操作太矛盾了，高通、博通这些美企收入三成来自中国，要是真断供，得自己先崩盘。 中国是全球最大芯片买家，封装产能占一半以上，美国不敢一下子撕破脸。英伟达老总私下施压白宫， 就是怕产能闲置。说到底，这关税像场政治秀，雷声大雨点小，给中国留出时间调整。 美国为啥瞄准28纳米以上？这工艺是车用、工业、物联网的骨干，中国2023年就稳产了，靠成本低、交 付快，挤掉恩智浦、德州仪器不少份额。不是技术领先，而是产业链完整，制造业底子厚。 美国想维护自家优势，可中国从2014年国家集成电路基金起步，已投上千亿美 ...

Core Viewpoint - The Chinese asset market is experiencing a strong start in 2026, with significant gains in both A-shares and Hong Kong stocks, driven by favorable monetary policies and sector-specific growth, particularly in pharmaceuticals and technology [1][24]. A-Share Market Summary - A-shares opened strongly, with the ChiNext Index rising by 2.85% and the Shanghai Composite Index surpassing 4000 points, achieving a record 12 consecutive days of gains, the longest streak since 1993, with trading volume exceeding 2.5 trillion yuan [1][24]. - The medical and healthcare sectors showed remarkable performance, with the Medical ETF (512170) increasing by 5.29%, marking its largest single-day gain since October 2024, and surpassing five key moving averages [4][26]. - The "AI twins" in the technology sector also performed well, with the Sci-Tech AI ETF (589520) rising by 4.74%, and the ChiNext AI ETF (159363) gaining over 3% to reach a new high since its listing [1][24]. Hong Kong Market Summary - The Hong Kong market also opened positively, with the Hang Seng Index rising by 2.76% and the Hang Seng Tech Index increasing by 4% on January 2, continuing to rise on January 5 [1][24]. - The Hong Kong Stock Connect Innovation Drug ETF (520880) surged by 5.42%, achieving its largest single-day gain since its launch in July 2025, with a trading volume of 5.09 billion yuan, reflecting a 263% increase from the previous day [4][28]. - The Hong Kong medical sector saw strong performance, particularly in the innovation drug segment, with 35 out of 37 covered stocks closing in the green, including notable gains from companies like InnoCare Pharma and Rongchang Bio [4][28]. Sector-Specific Insights - The brain-computer interface concept is gaining traction, with significant stock price increases in related companies, indicating a potential for substantial market growth in this area [6][28]. - The approval of 76 innovative drugs in China in 2025 set a historical record, with total transaction amounts exceeding 130 billion USD, highlighting the country's growing influence in the global pharmaceutical market [8][30]. - The technology sector, particularly in AI and semiconductor industries, is expected to continue its upward trajectory, supported by favorable policies and increasing foreign investment [1][24][15]. ETF Performance Overview - The Medical ETF (512170) recorded a trading volume of 11.66 billion yuan, a 211% increase from the previous trading day, reflecting strong investor interest in the healthcare sector [4][26]. - The Hong Kong Information Technology ETF (159131), focusing on the chip industry, rose by 3.63%, with a trading volume of 81.3 million yuan, indicating robust market activity in technology stocks [1][15]. Future Outlook - Analysts predict that the combination of domestic and international monetary policy easing will lead to continued net inflows of foreign and southbound capital, enhancing the profitability of Hong Kong-listed companies [1][24]. - The A-share market is expected to maintain its upward trend, driven by positive macroeconomic policies and a focus on technological innovation as a key driver for growth in 2026 [1][24].