| C0044@capitalcom.tw | | | --- | --- | | 朱吉翔 A 股目标价(人民币) | 1450.0 | 2025 年 02 月 27 日 公司基本资讯 | 产业别 | | | 电子 | | --- | --- | --- | --- | | A 股价(2026/2/26) | | | 1168.80 | | 上证指数(2026/2/26) | | | 4146.63 | | 股价 12 个月高/低 | | 1595.88/520.67 | | | 总发行股数(百万) | | | 421.69 | | A 股数(百万) | | | 418.35 | | A 市值(亿元) | | | 4889.68 | | 主要股东 | | 陈天石(28.35%) | | | 每股净值(元) | | | 26.82 | | 股价/账面净值 | | | 43.57 | | 一个月 | | 三个月 | 一年 | | 股价涨跌(%) | -13.7 | -11.3 | 47.9 | 近期评等 | | | | 产品组合 | | | --- | --- | | 云端智能芯片和加 | 100% | | 速卡 ...

1、公司内部给的今年销售目标是300亿； 寒武纪小作文： 传：腾讯下单了3万张hwj的卡，3w张950 寒武纪小作文： 2、字节（大头）：10 万张 690、30 张 580、20 张 590–价格分别是10万、2.5万、6万，合计营收275亿； 3、阿里、快手、京东，都有增量。 1、公司内部给的今年销售目标是300亿； 2、字节（大头）：10 万张 690、30 张 580、20 张 590–价格分别是10万、2.5万、6万，合计营收275亿； 3、阿里、快手、京东，都有增量。 ...

个股方面，65只个股获融资净买入额超1亿元。寒武纪获融资净买入额居首，净买入13.76亿元；融资净买入额居前的还有阳光电源、芯原股份、宁德时代、 胜宏科技、北方稀土、中国平安、包钢股份、海光信息、华丰科技。 | 序号 | | | | | --- | --- | --- | --- | | | 证券代码 ◆ | 证券简称 = | 交易日期 | | 1 | 688256.SH | 寒武纪 | 2026-02-26 | | 2 | 300274.SZ | 阳光电源 | 2026-02-26 | | 3 | 688521.SH | 芯原股份 | 2026-02-26 | | ব | 300750.SZ | 宁德时代 | 2026-02-26 | | 5 | 300476.SZ | 胜宏科技 | 2026-02-26 | | 6 | 600111.SH | 北方稀土 | 2026-02-26 | | 7 | 601318.SH | 中国平安 | 2026-02-26 | | 8 | 600010.SH | 包钢股份 | 2026-02-26 | | 9 | 688041.SH | 海米信息 | 2026-02-26 | ...

马年春节后，A股连阳两天，第三个交易日略有调整，窄幅震荡分化，但成交活跃度不错，杠杆资金热度较年前回暖。 2月26日，A股赚钱效应一般，结构性特征明显：2485只个股收涨，通信、电子、军工等科技股亮眼；电源设备下跌，有色、煤炭回调，但钢铁、化工仍 受青睐；大消费、传媒持续弱势。 受访人士告诉记者，A股当天行情主要是获利盘兑现与政策预期博弈共振的结果。行业轮动加速印证存量博弈特征，资金抢先布局通信、电子等科技主 线；地产消费走低暴露内需分歧，科技成长正从主题炒作转向业绩验证。预计3月底至4初中美关系观察窗口期，市场可能演绎震荡市中的反弹波段，而科 技新方向将是最佳机会。 两融余额增至2.65万亿元 早盘指数低开，全天窄幅震荡。截至收盘，沪指微跌0.01%报4146.63点，创业板指收跌0.29%报3344.98点，深证成指收红0.19%。沪深300、上证50、北证 50微跌，科创50收涨0.85%。 交易量能连续三个交易日放大，今日三市日成交额增加756亿元，达2.56万亿元。杠杆资金热度回暖，截至2月25日，沪深京两融余额增至2.65万亿元。 市场赚钱效应不强，个股涨跌互现。2485只个股收涨，涨停股78只； ...

今日（2月26日）A股市场探底回升，三大指数涨跌互现，英伟达炸裂业绩带动算力板块集体爆发，CPO、PCB等方向集体走强。沪深京三市成交额2.56万 亿元，较昨日放量756亿元。 盘面上，英伟达超出市场预期的财报，一扫此前海外AI泡沫言论造成的阴霾，强势验证AI 算力需求的指数级增长与产业长期确定性，AI双子星——重仓光 模块龙头的创业板人工智能ETF（159363）和重点布局国产AI产业链的科创人工智能ETF（589520）场内价格双双劲涨1.77%。 超293亿主力资金涌入电子板块，PCB（印制电路板）强势爆发，沪电股份登顶A股吸金榜，荟聚电子板块核心龙头的电子ETF（515260）场内价格拉升 2.15%。国产算力芯片龙头海光信息预计，扣除股份支付影响后，今年一季度归母净利最多增长82%至9.6亿元，彰显AI浪潮下国产高端芯片需求攀升，算力 芯片午后猛拉，寒武纪一度涨近10%，全"芯"科创芯片ETF（589190）场内价格收涨1.44%。 军工强势续涨！商业航天、大飞机、低空经济等新质生产力方向多则消息，点燃军工做多热情，军工ETF（512810）拾级攀升1.93%豪取五连阳。美国将磷 系农资列入战略资源 ...

今日（2月26日）A股市场探底回升，三大指数涨跌互现，英伟达炸裂业绩带动算力板块集体爆发， CPO、PCB等方向集体走强。沪深京三市成交额2.56万亿元，较昨日放量756亿元。 东吴证券指出，历史上A股"春节效应"特征显著，节后资金有望"重振旗鼓"带动量价共振修复。配置结 构上，建议关注中期产业趋势确定性（错杀后弹性更大）和顺周期困境反转两条线索（传统经济全面复 苏前缺乏赔率，但具备防御属性）。 该机构建议，重点关注四个方向：①AI与泛AI领域的云、国产芯片制造端（半导体设备、材料、封测 等）、CPO相关环节、AI电力；②"十五五"新兴产业品种，如商业航天、量子、氢能、脑机接口等；③ 顺周期，如化工、消费龙头、工程机械等；④储能、战略资源品（稀土等）。* 【ETF全知道热点收评】重点聊聊军工、科创人工智能、科创芯片等行业主题ETF的交易和基本面情 况。 一、【一马当先！军工股批量涨超10%，军工ETF华宝（512810）摸高2.27%豪取五连阳！行情催化剂 有哪些？】 军工，强势续涨！军工板块盘初V字翻红后持续走高，高人气军工ETF华宝（512810）午后上探 2.27%，收涨1.93%，全天振幅超3%，日线 ...

今日算力芯片先抑后扬，午后直线猛拉，全"芯"科创芯片ETF华宝（589190）迅速冲高，场内价格一度 涨超2%，收涨1.44%。从日k线看，科创芯片ETF华宝（589190）自2月6日刷新阶段低点以来持续向上 修复，今日进一步刷新本月收盘新高，整体维持偏强趋势。 | 14659 | 简称 | 权重(%) | 2025年度营收 | 2025年度营收增幅 | 2025年度净利润 | 2025年度净利润增幅 | | --- | --- | --- | --- | --- | --- | --- | | 688981.5H | 中心国际 | 10.36 | 673.23亿元 | 16.49% | 50.41亿元 | 36.29% | | 688041.SH | 海光信息 | 10.05 | 143.76亿元 | 56.91% | 25.42亿元 | 31.66% | | 688256.5H | 意武纪-U | 9.45 | 60~70亿元 | 410.87%-496.02% | 18.5~21.5亿元 | 扭亏为盈 | | 688008.SH | 测起科技 | 7.73 | | 1 | 21.5~23.5亿元 | 5 ...

Core Viewpoint - The semiconductor sector, particularly domestic chip companies, is experiencing significant growth driven by the demand for AI-related technologies, as evidenced by strong earnings reports and stock performance of key players in the industry [1][3]. Group 1: Stock Performance - The "Chip Innovation" ETF (华宝, 589190) saw an increase of over 2% in afternoon trading, with leading companies like Cambrian (寒武纪-U) rising nearly 10% and achieving a transaction volume exceeding 10 billion [1]. - Other notable performers included Chip Source (芯源微) up over 5%, and Haiguang Information (海光信息) and Tuo Jing Technology (拓荆科技) both rising over 4% [1]. Group 2: Earnings Reports - Haiguang Information reported a revenue of 14.376 billion yuan for 2025, marking a year-on-year increase of 56.91%, with a net profit of 2.542 billion yuan, up 31.66% [2][3]. - Cambrian's earnings forecast indicates a revenue of 6 to 7 billion yuan for 2025, representing a staggering year-on-year growth of 410.87% to 496.02%, with a net profit expected between 1.85 billion and 2.15 billion yuan [3]. - Lanke Technology (澜起科技) anticipates a net profit of 2.15 to 2.35 billion yuan for 2025, reflecting a growth of 52.29% to 66.46% [3]. Group 3: Industry Outlook - The semiconductor industry is experiencing an upward trend, with AI driving demand for computing chips, storage chips, and wafer foundry services [3]. - Dongguan Securities highlights that the semiconductor equipment sector is entering a historic development window, suggesting a focus on performance realization in the short term and on domestic substitution and key technological breakthroughs in the long term [3]. Group 4: ETF Performance - The "Chip Innovation" ETF has achieved an annualized return of 17.93% since its inception, outperforming similar indices and demonstrating a better risk-return profile [5][6]. - The index has shown a maximum drawdown of -56.81%, indicating a relatively lower risk compared to other semiconductor indices [6].

2月26日，A股三大指数涨跌不一。截至收盘，上证指数跌0.01%，深证成指涨0.19%，创业板指跌0.29%，科创综指涨1.29%，北证50指数跌0.15%。全市 场成交额25566亿元，较上一交易日增加757亿元。 午后，算力芯片概念拉升，寒武纪大涨近10%，截至收盘涨7.96%；云天励飞、海光信息、芯原股份、摩尔线程等跟涨。 | 丛米赤门 | 39.59 +20.01% +36.56% | | --- | --- | | 科创 688530 融 | | | 领涨龙头2 首板 最终涨停14:22 | | | 聚飞光电 | 9.30 +20.00% +28.63% | | 创 300303 融 | | | 首板 最终涨停13:36 | | | 明阳电路 | 35.16 +20.00% +66.32% | | 创 300739 融 | | | 人气龙头２ 领涨龙头1 最终涨停14:55 | | | 春晖智控 | 38.64 +20.00% +16.42% | | 創 300943 融 | | | 首板 最终涨停 11:29 | | | 杰普特 | 242.46 +20.00% +12.45% | | 科创 68 ...

Market Overview - The A-share index showed mixed results on February 26, with the Shanghai Composite Index down by 0.01%, the Shenzhen Component Index up by 0.19%, the Sci-Tech Innovation Board Index up by 1.29%, the ChiNext Index down by 0.29%, and the North Exchange 50 Index down by 0.15% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 2.56 trillion yuan, an increase of 757 billion yuan compared to the previous day, with over 2,400 stocks rising and more than 2,800 stocks falling [1] Sector Performance - The power generation equipment, communication equipment, and electronic components sectors experienced significant gains, with increases of 4.19%, 2.91%, and 2.24% respectively [2] - Conversely, the film and television, insurance, real estate, and precious metals sectors saw the largest declines, with losses of 2.43%, 1.37%, and 1.02% respectively [3] AI Industry Impact - Nvidia's earnings report exceeded expectations, boosting sentiment across the AI supply chain, leading to significant gains in AI hardware stocks such as CPO, copper cables, liquid-cooled servers, and PCBs, with companies like Tianfu Communication and Hengtong Optic-Electric reaching historical highs [3] - Domestic computing chip stocks also benefited from the AI wave, with Cambrian Technologies rising by 8% [3] Lithium Market Update - CATL saw a decline of 4.47% following reports that the Zimbabwean government has suspended all raw material and lithium concentrate exports, including goods in transit, which is expected to drive lithium prices up, posing a significant risk for battery manufacturers [3]