今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 海南自贸区 | 4.63 | 国家大基金持股 | -3.07 | | 赛马概念 | 1.65 | 存储芯片 | -2.94 | | 自由贸易港 | 1.59 | AI PC | -2.92 | | 特色小镇 | 1.55 | 同花顺果指数 | -2.76 | | 幽门螺杆菌概念 | 1.50 | AI手机 | -2.67 | | 民营医院 | 1.35 | 中国AI 50 | -2.51 | | 福建自贸区 | 1.30 | 拼多多概念 | -2.36 | | 流感 | 1.24 | 共封装光学(CPO) | -2.30 | | 医药电商 | 1.24 | 小红书概念 | -2.29 | | 禽流感 | 1.21 | EDR概念 | -2.29 | 资金面上看，今日同花顺果指数概念板块获主力资金净流出40.89亿元，其中，18股获主力资金净流 出，9股主力资金净流出超亿元，净流出资金居首的是工业富联，今日主力资金净流出17.60亿元，净流 出资金居前的还有东山精 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 688981 | 中芯国际 | -4.00 | 3.88 | -126356.62 | | 301308 | 江波龙 | -10.77 | 7.79 | -83171.90 | | 600584 | 长电科技 | -3.11 | 2.70 | -36516.36 | | 688347 | 华虹公司 | -3.97 | 3.68 | -21038.50 | | 002156 | 通富微电 | -3.87 | 3.50 | -20492.50 | | 688012 | 中微公司 | -3.13 | 1.52 | -19061.05 | | 300456 | 赛微电子 | -5.28 | 7.61 | -18851.83 | | 688072 | 拓荆科技 | -1.90 | 2.08 | -18356.78 | | 002185 | 华天科技 | -3.47 | 2.76 | -18199.76 | | 001287 | 中电港 | -6.98 | 11 ...

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 11月14日，集成电路ETF（159546）开盘跌1.81%，报1.795元。集成电路ETF（159546）重仓股方面， 中芯国际开盘跌0.08%，寒武纪跌2.52%，海光信息跌2.13%，澜起科技跌2.97%，兆易创新跌5.05%，豪 威集团跌1.18%，芯原股份跌2.10%，长电科技跌1.15%，紫光国微跌1.81%，通富微电跌2.47%。 集成电路ETF（159546）业绩比较基准为中证全指集成电路指数收益率，管理人为国泰基金管理有限公 司，基金经理为麻绎文，成立（2023-10-11）以来回报为82.90%，近一个月回报为-6.56%。 来源：新浪基金∞工作室 ...

11月14日，长电科技盘中下跌2.01%，截至11:01，报37.47元/股，成交7.82亿元，换手率1.16%，总市值 670.49亿元。 资金流向方面，主力资金净流出1.57亿元，特大单买入4285.52万元，占比5.48%，卖出1.35亿元，占比 17.32%；大单买入1.35亿元，占比17.31%，卖出2.00亿元，占比25.55%。 长电科技今年以来股价跌7.96%，近5个交易日跌3.73%，近20日跌5.14%，近60日涨6.30%。 资料显示，江苏长电科技股份有限公司位于江苏省江阴市滨江中路275号，成立日期1998年11月6日，上 市日期2003年6月3日，公司主营业务涉及集成电路的系统集成、设计仿真、技术开发、产品认证、晶圆 中测、晶圆级中道封装测试、系统级封装测试、芯片成品测试并可向世界各地的半导体客户提供直运服 务。主营业务收入构成为：芯片封测99.59%，其他0.35%，租赁收入0.05%。 分红方面，长电科技A股上市后累计派现15.33亿元。近三年，累计派现8.05亿元。 机构持仓方面，截止2025年9月30日，长电科技十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股5 ...

11月14日，半导体ETF南方（159325）开盘跌1.62%，报1.456元。半导体ETF南方（159325）重仓股方 面，中芯国际开盘跌0.08%，寒武纪跌2.52%，海光信息跌2.13%，北方华创跌1.13%，澜起科技跌 2.97%，兆易创新跌5.05%，中微公司跌2.48%，豪威集团跌1.18%，长电科技跌1.15%，紫光国微跌 1.81%。 来源：新浪基金∞工作室 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 半导体ETF南方（159325）业绩比较基准为中证半导体行业精选指数收益率，管理人为南方基金管理股 份有限公司，基金经理为赵卓雄、何典鸿，成立（2024-10-31）以来回报为47.93%，近一个月回报 为-6.60%。 ...

截至11月13日收盘，同花顺果指数概念下跌0.29%，位居概念板块跌幅榜前列，板块内，东山精密、信 维通信、赛腾股份等跌幅居前，股价上涨的有7只，涨幅居前的有德赛电池、中石科技、长电科技等， 分别上涨5.07%、3.68%、1.46%。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000725 | 京东方A | 0.00 | 1.05 | -20013.51 | | 300136 | 信维通信 | -3.70 | 6.30 | -19327.95 | | 300433 | 蓝思科技 | -2.25 | 1.27 | -16855.08 | | 002384 | 东山精密 | -4.42 | 4.11 | -13458.57 | | 300115 | 长盈精密 | 0.12 | 4.18 | -13152.62 | | 002475 | 立讯精密 | -0.68 | 1.29 | -11925.18 | | 002241 | 歌尔股份 | 0.34 | 1.78 | -10885.28 | | ...

Group 1 - The Chip 50 ETF (516920) opened down 0.98% at 1.013 yuan on November 12 [1] - Major holdings in the Chip 50 ETF include companies like SMIC, which opened down 0.62%, and Cambrian, which fell 1.35% [1] - The performance benchmark for the Chip 50 ETF is the CSI Chip Industry Index return, managed by Huatai-PineBridge Fund Management Co., Ltd. [1] Group 2 - Since its establishment on July 27, 2021, the Chip 50 ETF has returned 2.27%, while its return over the past month has been -5.79% [1]

Core Viewpoint - The leading chip ETF (159801) opened down 0.93% at 0.852 yuan, reflecting a broader trend in the semiconductor sector [1] Group 1: ETF Performance - The performance benchmark for the chip ETF is the return rate of the National Securities Semiconductor Chip Index during the same period [1] - Since its establishment on January 20, 2020, the fund has achieved a return of 71.76% [1] - Over the past month, the fund has experienced a return of -5.26% [1] Group 2: Major Holdings Performance - Major holdings in the chip ETF include: - Cambrian (down 1.35%) - SMIC (down 0.62%) - Haiguang Information (down 0.18%) - Northern Huachuang (down 0.83%) - Lanke Technology (down 1.53%) - Zhaoyi Innovation (down 1.84%) - Zhongwei Company (down 0.36%) - OmniVision (unchanged) - Changdian Technology (down 0.57%) - Unisoc (down 0.34%) [1]

Core Viewpoint - The company has developed a CPO (Co-Packaged Optics) solution that integrates optical engines with ASIC chips on the same substrate, addressing high bandwidth and low power consumption needs across various applications [1][3]. Company Summary - The CPO solution offers bandwidth expansion and energy efficiency optimization for computing scenarios, facilitating generational upgrades of systems [3]. - Compared to traditional board-level interconnects, CPO has potential advantages in link distance, power consumption, and bandwidth density, making it suitable for high-performance interconnect needs in AI computing clusters and data centers [3]. - The company is collaborating with multiple clients on core aspects such as optical engine packaging integration, thermal management, and reliability validation, focusing on device layout, heat dissipation optimization, and long-term reliability assessment [3]. Industry Summary - CPO is viewed as a significant direction for enhancing interconnect efficiency, although mass production faces challenges related to optical alignment precision, yield, and maintainability [3]. - As the ecosystem matures and standards advance, manufacturers with advanced packaging and validation capabilities are expected to benefit from increasing demand [3]. - Industry perspectives suggest that if the company achieves large-scale adoption and stable yield on the client side, there could be improvements in order volume and product structure; however, uncertainties remain regarding downstream demand trends, standard evolution, and supply chain collaboration [3].

长电科技：已在光引擎封装集成、热管理和可靠性验证等核心环节与多家客户开展合作。 ...