沪深两市全天主力资金净流入26.02亿元，其中，科创板主力资金净流入27.46亿元，主力资金净流入的 有263只股，主力资金净流出的有328只股。 主力资金净流入排名 | 代码 | 简称 | 主力资金净流入（万元） | 主力资金流入率（%） | 涨跌幅（%） | 换手率（%） | | --- | --- | --- | --- | --- | --- | | 688256 | 寒武纪-U | 75884.83 | 5.48 | 4.63 | 2.36 | | 688027 | 国盾量子 | 40589.76 | 12.84 | 9.48 | 7.98 | | 688205 | 德科立 | 32527.80 | 11.12 | 13.19 | 13.96 | | 688981 | 中芯国际 | 32042.57 | 5.39 | 2.64 | 2.54 | | 688008 | 澜起科技 | 31163.12 | 8.48 | 3.25 | 2.61 | | 688072 | 拓荆科技 | 26372.84 | 13.68 | 1.70 | 2.25 | | 688195 | 腾景科技 | 25702.08 | ...

沪指12月8日上涨0.54%，申万所属行业中，今日上涨的有25个，涨幅居前的行业为通信、综合，涨幅 分别为4.79%、3.03%。电子行业位居今日涨幅榜第三。跌幅居前的行业为煤炭、石油石化，跌幅分别 为1.43%、0.84%。 资金面上看，两市主力资金全天净流入26.02亿元，今日有15个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨2.60%，全天净流入资金82.73亿元，其次是通信行业，日涨幅为 4.79%，净流入资金为23.87亿元。 主力资金净流出的行业有16个，国防军工行业主力资金净流出规模居首，全天净流出资金35.67亿元， 其次是医药生物行业，净流出资金为27.00亿元，净流出资金较多的还有食品饮料、基础化工、公用事 业等行业。 电子行业今日上涨2.60%，全天主力资金净流入82.73亿元，该行业所属的个股共472只，今日上涨的有 404只，涨停的有10只；下跌的有64只。以资金流向数据进行统计，该行业资金净流入的个股有237只， 其中，净流入资金超亿元的有38只，净流入资金居首的是香农芯创，今日净流入资金10.65亿元，紧随 其后的是胜宏科技、寒武纪-U，净流入资金分别为 ...

科创50ETF（588000）追踪科创50指数，指数持仓电子行业69.3%，计算机行业5.17%，合计74.47%， 与当前人工智能、机器人等前沿产业的发展方向高度契合。同时涉及半导体、医疗器械、软件开发、光 伏设备等多个细分领域，硬科技含量高，看好中国硬科技长期发展前景的投资者建议持续关注。 （文章来源：每日经济新闻） 12月8日午后，A股三大指数延续上行，科创50ETF（588000）涨幅扩大至2.58%。盘面上，存储芯片午 后持续拉升，佰维存储涨超11%，寒武纪-U大涨超6%，实现三连阳；芯原股份、海光信息、澜起科技 等涨超3%；资金上，科创50ETF（588000）近期持续受到资金青睐，近三日资金净流入12.04亿元。截 至发文，科创50ETF（588000）成交额达43.84亿元。 消息面上，高层于12月8日召开会议，分析研究2026年经济工作。会议明确，明年将继续实施更加积极 的财政政策和适度宽松的货币政策，加大逆周期和跨周期调节力度，以增强政策的前瞻性与协同性。会 议要求，要因地制宜发展新质生产力，持续扩大内需、优化供给，并坚持"双碳"引领推动绿色转型。此 次会议为明年经济工作定下"稳中求进、提 ...

" 从世界各地的AI前沿进展，到国产AI大芯片的生态与战略，共同 探寻中国与全球智能产业的下一步逻辑。 " 作者丨杨依婷 编辑丨包永刚 2025年12月12日-13日， 第八届 GAIR 全球人工智能与机器人大会 ，在 深圳·博林天瑞喜来登酒店 举 办，三个主题论坛， 聚焦大模型、具身智能、算力变革、世界模型 等多个议题，将再次点亮思想的星 火。 自2016年由时任CCF理事长的高文院士、雷峰网创始人林军、GAIR研究院院长朱晓蕊等人携手播下第一 粒种子，作为国内首个具有全球视野的综合性AI论坛， GAIR 在深圳启程，以星河为志，以汇通东西为 愿。 当年的深圳，被滚烫的盛夏与思想同时点亮。来自十余个国家的学者、创业者与投资人汇聚一堂，把全球 AI最新的突破、方法与想象带入这座城市。 多年之后，那些曾在舞台上分享洞见的百余位嘉宾，已横跨学界与产业界，成为推动技术边界前行的中坚 力量。 这场跨越九载的智慧长河已然奔涌至新的时代节点。 在技术飞速演化，产业格局剧烈重构的当下， GAIR 2025 将再次汇聚来自全球的思想和力量，既回望技 术的脉动，也前瞻未来的走向——从世界各地的AI前沿进展，到国产AI大芯片的生 ...

科创人工智能ETF华夏（589010）紧密跟踪上证科创板人工智能指数，覆盖全产业链优质企业，兼具高 研发投入与政策红利支持，20%涨跌幅与中小盘弹性助力捕捉AI产业"奇点时刻"。 （文章来源：每日经济新闻） 截至14点03分，科创人工智能ETF(589010）呈现强势修复态势，上涨1.57%，盘中无惧早盘波动，走出 坚实的震荡回升曲线。持仓股方面，硬科技成色十足，星环科技暴涨超7%，寒武纪大涨超5%引领算力 板块反攻，芯原股份、凌云光等个股跟涨超3%。资金流向方面，该ETF近期成为资金眼中的"香饽饽"， 此前已连续5个交易日获资金净流入，合计"吸金"超7.5亿元，且今日成交额已突破6500万元。 消息方面，美团LongCat团队正式发布并开源LongCat-Image模型，通过高性能模型架构设计、系统性的 训练策略和数据工程，以6B参数规模，成功在文生图和图像编辑的核心能力维度上逼近更大尺寸模型 效果，为开发者社区与产业界提供了"高性能、低门槛、全开放"的全新选择。LongCat-Image采用文生 图与图像编辑同源的架构设计，并结合渐进式学习策略，在仅6B的紧凑参数规模下，实现了指令遵循 精准度、生图质量与 ...

Core Insights - Google is set to hold a special event titled "The Android Show: XR Edition" to showcase software updates and hardware ecosystem for the Android XR platform, including various XR products like glasses and headsets [1] - The consumer electronics sector is experiencing a surge in AI-driven products, with notable sales figures such as Alibaba's AI glasses generating over 800 million yuan in 48 hours and Huawei's AI emotional companion product selling out quickly [1] - The China Securities Consumer Electronics Theme Index (931494) has seen a strong increase of 2.91%, with significant gains in component stocks like Lianxun Precision (up 9.99%) and Dongshan Precision (up 8.83%) [1] Industry Performance - The China Securities Consumer Electronics Theme Index tracks 50 companies involved in component production and design, reflecting the overall performance of the consumer electronics sector [2] - As of November 28, 2025, the top ten weighted stocks in the index account for 56.39% of the total index weight, with Lianxun Precision holding the highest weight at 9.34% [2] - The Consumer Electronics ETF (561600) has shown a 2.83% increase, marking a potential three-day rally [1][2] Stock Performance - Key stocks in the consumer electronics index have shown varied performance, with notable increases in stocks like Huagong Technology (up 6.81%) and Weilan Lithium Energy (up 4.86%) [2] - The trading volume for the Consumer Electronics ETF reached 34.05 million yuan, with a turnover rate of 7.43% [1]

Core Insights - The consumer electronics sector is experiencing significant growth, driven by advancements in AI technology and the release of new AI-enabled smartphones by major manufacturers [1][2] - The China Securities Consumer Electronics Theme Index (931494) has shown a strong upward trend, with notable increases in key component stocks [1][2] Group 1: Market Performance - As of December 8, 2025, the China Securities Consumer Electronics Theme Index (931494) rose by 2.95%, with significant gains in component stocks such as Lixun Precision (002475) and East Mountain Precision (002384) [1] - The Consumer Electronics ETF (561600) also increased by 2.83%, marking its third consecutive rise [1] Group 2: AI Integration in Consumer Electronics - Major smartphone manufacturers, including Apple, Vivo, OPPO, and Honor, have been focusing on AI capability upgrades, launching new flagship models with AI features since October [1] - ByteDance and ZTE are collaborating to develop an AI smartphone, indicating a trend towards integrating content ecosystems with hardware [1] Group 3: Government Initiatives and Market Trends - A joint initiative by six government departments aims to enhance the adaptability of supply and demand in consumer goods, promoting AI applications across the entire industry [2] - The market for AI glasses and smartwatches has seen a year-on-year growth of 23.1%, with the AI toy market projected to reach 29 billion yuan by 2025 [2] Group 4: Index Composition - The China Securities Consumer Electronics Theme Index comprises 50 listed companies involved in component production and brand design, reflecting the overall performance of the consumer electronics sector [2] - As of November 28, 2025, the top ten weighted stocks in the index accounted for 56.39% of the total index weight [2]

截至2025年12月8日 13:17，电子ETF(159997)成交3348.42万元。跟踪的中证电子指数(930652)强势上涨 2.52%，成分股江波龙(301308)上涨14.85%，环旭电子(601231)上涨9.99%，佰维存储(688525)上涨9.23%， 东山精密(002384)，景旺电子(603228)等个股跟涨。 拉长时间看，截至12月5日，电子ETF(159997)近20个交易日合计"吸金"2940.89万元。 截至2025年12月8日 13:17，芯片ETF天弘(159310)成交1041.41万元。跟踪的中证芯片产业指数(H30007)强 势上涨2.76%，成分股江波龙(301308)上涨14.85%，佰维存储(688525)上涨9.23%，盛科通信(688702)上涨 6.34%，寒武纪(688256)，晶合集成(688249)等个股跟涨。 拉长时间看，截至12月5日，芯片ETF天弘(159310)近2周规模增长5732.25万元，近1月份额增长600.00万 份，实现显著增长。 资金流入方面，芯片ETF天弘(159310)近20个交易日合计"吸金"1227.75万元。 【产品亮点 ...

每经AI快讯，12月8日，A股寒武纪盘中涨超6%，现报1438.8元。 （文章来源：每日经济新闻） ...

Core Insights - The China Securities Digital Economy Theme Index has seen a strong increase of 1.58%, with notable gains in constituent stocks such as Zhongke Xingtou (3.14%), Lanke Technology (2.96%), and Haiguang Information (2.87%) [1] - The Digital Economy ETF (560800) also rose by 1.55%, reflecting the overall positive trend in the digital economy sector [1] - According to Wind data, the Digital Economy ETF experienced a significant increase of 4 million shares in the past month, indicating strong investor interest [1] Industry Overview - The global semiconductor market is projected to reach $975 billion by 2026, representing a year-on-year growth of over 25%, driven primarily by demand from AI and data centers [1] - Huaxi Securities believes that the domestic AI chip localization process is an inevitable long-term trend, suggesting that the current period is optimal for the development of domestic chips [1] - The Digital Economy ETF closely tracks the China Securities Digital Economy Theme Index, selecting companies involved in digital economy infrastructure and high digitalization applications to reflect the overall performance of the digital economy theme [1] Key Stocks - The top ten weighted stocks in the China Securities Digital Economy Theme Index account for 54.6% of the index, with notable companies including Dongfang Caifu (8.64%), Zhongxin International (7.17%), and Hanwei Technology (6.98%) [2][3] - The performance of these stocks varies, with Dongfang Caifu increasing by 2.75% and Zhongxin International by 2.41%, while Zhongwei Company saw a decline of 1.06% [3]