Group 1 - The semiconductor equipment ETF (561980) experienced a midday increase of 1.24%, with significant gains in constituent stocks such as Haiguang Information rising over 4% and Cambrian increasing by 3.40% [1] - The ETF's latest trading volume reached 1.03 billion, indicating active trading, and it attracted 17.25 million in capital on the previous trading day [2] - The ETF tracks the CSI semiconductor index, which has seen a year-to-date increase of 53.87%, with a maximum increase of over 80% during the period, ranking first among major semiconductor indices [2] Group 2 - According to SIA data, global semiconductor sales surged by 33% year-on-year in October, totaling 71.3 billion USD (approximately 504 billion RMB), with DRAM sales skyrocketing by 90% [3] - WSTS forecasts that global semiconductor revenue will grow by 22.5% to 772 billion USD in 2025, and further increase by 26.3% in 2026, driven by demand from AI and data centers [3] - Huatai Securities anticipates that the storage cycle will remain favorable in 2026, with price increases supported by AI data center demand, benefiting domestic storage chip manufacturers and related sectors [3] - Huachuang Securities believes that by 2025, domestic advanced manufacturing capabilities will steadily improve, and the semiconductor self-sufficient industrial chain will continue to develop [3] Group 3 - External restrictions on Chinese semiconductors have expanded from advanced process products to equipment, components, and key production lines at mature nodes, increasing the urgency for supply chain self-sufficiency [4] - The manufacturing capabilities for advanced logic and storage are essential for the AI era, with a projected resonance in storage and advanced logic expansion in 2026, providing clear order momentum for domestic equipment and components [4]

每经AI快讯，港股芯片股多数走高。截至发稿，华虹半导体(01347.HK)涨4.01%，报79.1港元；中芯国 际(00981.HK)涨3.58%，报72.25港元；上海复旦(01385.HK)涨3.14%，报42.02港元。 ...

东莞证券认为，展望2026年，该行认为人工智能仍为科技行业创新主线，算力、存力、设备、先进封装 等多环节有望受益。以算力芯片为例，近年来国内AI芯片企业快速发展并在国产替代方面取得阶段性 成果，摩尔、沐曦等企业加快资本市场布局，叠加腾讯等互联网厂商积极适配国产算力芯片，行业国产 算力生态有望加速形成。一方面，关注AI带来的半导体硬件增量机遇，另一方面，关注外部限制之下 算力、存储、设备等环节的国产替代进程。 智通财经APP获悉，芯片股多数走高，截至发稿，华虹半导体(01347)涨4.01%，报79.1港元；中芯国际 (00981)涨3.58%，报72.25港元；上海复旦(01385)涨3.14%，报42.02港元。 消息面上，据美国半导体行业协会（SIA）的最新数据，10月全球半导体销售额同比激增33%，总额达 713亿美元（约合人民币5040亿元），其中DRAM销售额同比飙升90%。分析认为，这背后的最大助推 力是，人工智能（AI）推动需求激增，大量行业产能转向用于AI加速器的高带宽内存（HBM），导致 用于标准DRAM和3D NAND的晶圆产出减少。 ...

东莞证券认为，展望2026年，该行认为人工智能仍为科技行业创新主线，算力、存力、设备、先进封装 等多环节有望受益。以算力芯片为例，近年来国内AI芯片企业快速发展并在国产替代方面取得阶段性 成果，摩尔、沐曦等企业加快资本市场布局，叠加腾讯等互联网厂商积极适配国产算力芯片，行业国产 算力生态有望加速形成。一方面，关注AI带来的半导体硬件增量机遇，另一方面，关注外部限制之下 算力、存储、设备等环节的国产替代进程。 芯片股多数走高，截至发稿，华虹半导体(01347)涨4.01%，报79.1港元；中芯国际(00981)涨3.58%，报 72.25港元；上海复旦(01385)涨3.14%，报42.02港元。 消息面上，据美国半导体行业协会（SIA）的最新数据，10月全球半导体销售额同比激增33%，总额达 713亿美元（约合人民币5040亿元），其中DRAM销售额同比飙升90%。分析认为，这背后的最大助推 力是，人工智能（AI）推动需求激增，大量行业产能转向用于AI加速器的高带宽内存（HBM），导致 用于标准DRAM和3D NAND的晶圆产出减少。 ...

Core Viewpoint - The Central Enterprise ETF (159959) opened with a slight increase of 0.45%, priced at 1.552 yuan, indicating a stable performance in the market [1] Group 1: ETF Performance - The Central Enterprise ETF (159959) has a benchmark performance comparison with the China Securities Central Enterprise Structural Adjustment Index return rate [1] - Since its establishment on October 22, 2018, the fund has achieved a return of 54.80% [1] - The fund's return over the past month has been -2.14%, reflecting a recent decline [1] Group 2: Major Holdings - Key stocks in the Central Enterprise ETF include: - 澜起科技 (Lianqi Technology) with an opening increase of 0.65% - 中芯国际 (SMIC) with a slight increase of 0.03% - 海康威视 (Hikvision) with an increase of 0.27% - 国电南瑞 (Guodian NARI) with an increase of 0.22% - 招商银行 (China Merchants Bank) with a decrease of 0.02% - 宝钢股份 (Baosteel) with a decrease of 0.14% - 中国神华 (China Shenhua) with a decrease of 0.10% - 长安汽车 (Changan Automobile) with an increase of 0.08% - 中国电信 (China Telecom) unchanged - 中国建筑 (China State Construction) unchanged [1]

智通财经APP获悉，根据2025年12月5日披露数据，中国电信（00728）、绿色动力环保（01330）、大 眾公用（01635）位居港股通持股比例前3位，分别为72.81%、69.15%、68.32%。此外，阿里巴巴－W （09988）、美团-W（03690）、小米集团－Ｗ（01810）在最近有统计数据的5个交易日内，持股额增 幅最大，分别为+20.89亿元、+15.11亿元、+14.31亿元;腾讯控股（00700）、中芯国际（00981）、紫金 矿业（02899）在最近有统计数据的5个交易日内，持股额减幅最大，分别为-10.18亿元、-8.18亿 元、-5.93亿元。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新持股比例排行（前20名） | 公司名称 | 持股数量 | 最新持股比例 | | --- | --- | --- | | 中国电信(00728) | 101.06亿股 | 72.81% | | 绿色动力环保(01330) | 2.80亿股 | 69.15% | | 大眾公用(01635) | 3.65亿股 | 68.32% | | 凯盛新能(01108) | 1.70亿股 | 67. ...

智通财经APP获悉，12月3日,小米集团-W（01810）、阿里巴巴-W（09988）、美团-W（03690）南向资 金净流入金额位列市场前三，分别净流入8.71 亿、4.25 亿、2.99 亿 腾讯控股（00700）、中芯国际（00981）、紫金矿业（02899）南向资金净流出金额位列市场前三，分 别净流出-7.34 亿、-4.22 亿、-1.91 亿 | 股票名称 | 净流出(元)↓ | 净流出比 | 收盘价 | | --- | --- | --- | --- | | 腾讯控股(00700) | -7.34 亿 | -10.92% | 611.000（-0.97%） | | 中芯国际(00981) | -4.22 亿 | -17.48% | 67.200（-2.11%） | | 紫金矿业(02899) | -1.91 亿 | -12.12% | 32.780（+0.18%） | | 快手-W(01024) | -1.84 亿 | -9.30% | 67.400（-2.25%） | | 盈富基金(02800) | -1.66 亿 | -1.60% | 25.940（-1.14%） | | 地平线机器人-W( ...

中芯國際(00981)的股價近期在關鍵技術位附近展開爭持。目前股價於69.2元水平交投，與10天線(68.45元)幾乎重合，但明顯低於30天線(72.92元)及60天線(73.49元)， 顯示中期趨勢仍面臨下行壓力。然而，技術指標的信號並非全然悲觀。儘管多項趨勢指標如MACD顯示「賣出」，但動量震盪指標卻提示「賣方進入萎縮期，買 入」，而隨機震盪指標亦發出「買入信號」。這種多空信號的混合，往往出現在趨勢動能減弱、市場可能醞釀轉變的階段。在當前節點，投資者應如何解讀這些矛盾 的信號？是將其視為下跌趨勢中的技術性反彈警示，還是潛在的築底前兆？ 清晰的關鍵位置為判斷提供了地圖。上方阻力方面，首個需要克服的關口位於72.2元，若能突破，下一目標將指向75.8元。下方的支撐則更為關鍵，65.4元 是近期的首道防線，而61元則是更為堅固的技術支持區域。考慮到股價正處於短期均線附近且多空指標拉鋸，你認為中芯是更可能向上挑戰72.2元阻力以扭 轉頹勢，還是會再次下探65.4元支持以確認底部？ 衍生工具市場的動向，敏銳地捕捉了正股的波動與方向。回顧12月1日的行情，當中芯正股下跌3.24%時，相關看淡工具表現強勁。其中，滙豐熊 ...

Core Viewpoint - The company, Zhongjuxin, has established a stable supply of products to well-known integrated circuit manufacturers such as SMIC and SK Hynix, gaining recognition for product quality and consistent supply capability [2]. Group 1: Product Supply and Quality - Zhongjuxin's products are currently being supplied to major domestic and international integrated circuit manufacturers, indicating strong market presence [2]. - The company has received customer recognition for its product quality and stable supply capabilities, which is crucial for maintaining competitive advantage in the semiconductor industry [2]. Group 2: Market Strategy - The company is focusing on continuous technological innovation to diversify its product range, which is essential for meeting evolving market demands [2]. - Zhongjuxin is accelerating its market expansion efforts, particularly targeting overseas semiconductor clients, which could enhance its global footprint [2].

Core Viewpoint - On December 5, the Hang Seng Index rose by 0.58% to close at 26,085.08 points, with a net inflow of HKD 1.341 billion through the southbound trading channel [1] Group 1: Market Activity - The total trading amount for the southbound trading on December 5 was HKD 82.7 billion, with a net buy of HKD 1.341 billion [1] - The Shanghai Stock Exchange's southbound trading had a total trading amount of HKD 47.323 billion, resulting in a net sell of HKD 0.394 billion [1] - The Shenzhen Stock Exchange's southbound trading had a total trading amount of HKD 35.377 billion, resulting in a net buy of HKD 1.735 billion [1] Group 2: Active Stocks - In the Shanghai Stock Exchange's southbound trading, Alibaba-W had the highest trading amount at HKD 3.538 billion, followed by Xiaomi Group-W at HKD 2.751 billion and Tencent Holdings at HKD 2.339 billion [1] - In terms of net buy amounts, Industrial and Commercial Bank of China had the highest net buy of HKD 0.287 billion, with its stock price increasing by 1.77% [1] - Tencent Holdings experienced the highest net sell amount of HKD 0.889 billion, with its stock price decreasing by 0.33% [1] Group 3: Shenzhen Stock Exchange Active Stocks - In the Shenzhen Stock Exchange's southbound trading, Xiaomi Group-W led with a trading amount of HKD 3.753 billion and a net buy of HKD 2.855 billion, closing up by 1.91% [2] - Alibaba-W had a net sell of HKD 1.433 billion, closing up by 0.39% despite the sell-off [2] - Tencent Holdings had a net sell of HKD 0.889 billion, closing down by 0.33% [2]