Market Performance - The software development sector increased by 0.65% on January 27, with *ST Lifan leading the gains [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Top Gainers in Software Development Sector - *ST Lifan (300344) closed at 1.38, with a rise of 20.00% and a trading volume of 1.2186 million shares, totaling a transaction value of 161 million yuan [1] - YunSai ZhiLian (600602) closed at 22.17, up 10.02%, with a trading volume of 1.2512 million shares, totaling 2.673 billion yuan [1] - WeiDe Information (688171) closed at 59.98, increasing by 7.99%, with a trading volume of 25,300 shares, totaling 14.7 million yuan [1] - Other notable gainers include YingFang Software (688435) at 48.61 (+7.81%), Jiuqi Software (002279) at 10.82 (+7.13%), and GaiLun Electronics (688206) at 41.22 (+6.62%) [1] Top Losers in Software Development Sector - XuJian Ke (300935) closed at 38.50, down 5.82%, with a trading volume of 29,300 shares, totaling 114 million yuan [2] - TongDa Hai (301378) closed at 40.97, decreasing by 5.58%, with a trading volume of 79,900 shares, totaling 331 million yuan [2] - JinXianDai (300830) closed at 14.62, down 4.19%, with a trading volume of 595,800 shares, totaling 858 million yuan [2] - Other notable losers include BoSi Software (300525) at 13.90 (-3.74%) and *ST Guohua (000004) at 12.26 (-3.62%) [2] Capital Flow in Software Development Sector - The software development sector experienced a net outflow of 474 million yuan from institutional investors, while retail investors saw a net inflow of 824 million yuan [2] - Notable net inflows from retail investors include YunSai ZhiLian with 624 million yuan and Jiuqi Software with 373 million yuan [3] - Conversely, significant net outflows from institutional investors were observed in companies like YunSai ZhiLian (-306 million yuan) and Jiuqi Software (-135 million yuan) [3]

Group 1: Market Performance - Precious metals, semiconductors, cultivated diamonds, and automotive chips showed significant gains, while sectors like aquaculture, animal vaccines, and coal mining experienced adjustments [2] - Notable individual stocks included Silver Nonferrous (601212) achieving a "6 consecutive limit up," and Aviation Power Technology (600391) hitting a "limit up" after a "7 days 4 boards" performance [2][3] - Semiconductor stocks surged, with Dongxin Co. reaching a "20CM" limit up and Huahong Semiconductor hitting a historical high with a price increase of over 9% [2][9] Group 2: Aviation Sector - The large aircraft concept strengthened in the afternoon, with Aviation Power Control (000738) hitting a limit up and Aviation Power Technology closing at 53.12 CNY per share, giving it a market value of 17.536 billion CNY [3][5] - Aviation Power Technology is a core enterprise under the China Aviation Power Group, specializing in the production of aircraft engine and gas turbine components, and is a strategic supplier for several international aviation companies [7] - The commercial aviation engine market in China is projected to exceed 2.6 trillion CNY over the next 20 years, with an estimated annual aftermarket value of around 100 billion CNY [8] Group 3: Semiconductor Sector - The semiconductor sector saw a rebound, particularly in storage chips and co-packaged optics, with stocks like Kangqiang Electronics (002119) and Huada Technology (002185) also hitting limit up [9][10] - Micron Technology announced a plan to invest an additional 24 billion USD in Singapore over the next decade to expand capacity in response to the AI-driven demand for storage chips [11] - The semiconductor industry is expected to experience significant growth due to the explosion in AI demand and supply-side contractions, with storage chip prices currently on the rise [12]

Group 1 - The top 20 stocks with the highest main capital inflow as of January 27 include Industrial Fulian (20.56 billion), Zhongji Xuchuang (17.76 billion), and Tianfu Communication (11.03 billion) [1][2] - The sectors represented among the top inflow stocks include consumer electronics, communication equipment, semiconductors, agriculture, and banking [2][3] - Industrial Fulian leads with a capital inflow of 20.56 billion, followed by Zhongji Xuchuang with 17.76 billion, and Tianfu Communication with 11.03 billion [1][2] Group 2 - Other notable stocks include Huada Technology (10.95 billion), Pingtan Development (10.66 billion), and Xinyi Technology (10.02 billion) [1][2] - The banking sector is represented by China Ping An with 6.67 billion and China Merchants Bank with 6.59 billion [2][3] - The data indicates a significant interest in technology and communication sectors, with multiple companies in these fields receiving substantial capital inflows [1][2][3]

人民财讯1月27日电，1月27日，在2026"智算申城"高峰论坛上，上海仪电牵头承建，联合百团百项7位 科学家代表联合发起"科学智能开放社区算力支持计划"。据悉，该项计划聚焦科学智能发展需求，构建 面向全球科学家的科学智能算力基础设施和智算云服务底座，为入驻科学家，提供一站式的科研工具、 模型、智能体服务和万卡级算力资源支持，助力科研范式变革。 ...

Group 1 - DeepSeek team released a paper titled "DeepSeek-OCR 2: Visual Causal Flow" and open-sourced the DeepSeek-OCR 2 model, which utilizes the innovative DeepEncoder V2 method to enable AI to dynamically rearrange parts of an image based on its meaning, aligning more closely with human visual encoding logic [1] Group 2 - DeepSeek concept stocks experienced a short-term surge, with YunSai ZhiLian hitting the daily limit, Hongjing Technology reaching a 20% increase, and KaiPu Cloud, Shiji Hengtong, and Parallel Technology also seeing short-term gains [3]

Core Viewpoint - The release of the DeepSeek-OCR 2 model, which utilizes the innovative DeepEncoder V2 method, enhances AI's ability to dynamically rearrange image components based on their meanings, aligning more closely with human visual encoding logic [1]. Group 1 - The DeepSeek team has published a paper titled "DeepSeek-OCR 2: Visual Causal Flow" and has open-sourced the DeepSeek-OCR 2 model [1]. - The new model's approach allows for a more human-like interpretation of images, improving AI's visual processing capabilities [1]. Group 2 - Following the announcement, DeepSeek-related stocks experienced a short-term surge, with YunSai ZhiLian hitting the daily limit up, and Hongjing Technology also reaching a 20% increase [4]. - Other companies such as Kaipu Cloud, Shiji Hengtong, and Binhang Technology also saw short-term price increases [4].

2026年1月27日，云赛智联（sh600602）触及涨停，涨停价22.17元，涨幅7.69%，总市值296.79亿元，流 通市值233.12亿元，截止发稿，总成交额18.09亿元。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，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。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 根据喜娜AI异动分析，云赛智联涨停原因可能如下，AI+垂类赛道+研发投入： 1、云赛智联在AI+垂类 赛道布局良好，政务和商务垂类模型多场景落地，还主导2项国际标准，符合产业趋势。在当前AI技术 快速发展的背景下，这样的布局为公司带来了较大的发展潜力和市场竞争力。 2、公司研发投入持续增 加，年研发费用超1.7亿元，这有助于强化其科技创新能力，为业务发展提供技术支持。同时，公司 2025Q3营收同比增 ...

Group 1 - DeepSeek concept stocks experienced a short-term surge, with YunSai ZhiLian hitting the daily limit up, and Hongjing Technology also reaching a 20% increase [2] - Other companies such as KaiPuYun, Shiji Hengtong, and Parallel Technology saw short-term gains as well [2] - The market reaction was driven by the release of the DeepSeek-OCR 2 model by DeepSeek [2]

Group 1 - DeepSeek concept stocks experienced a short-term surge, with YunSai ZhiLian hitting the daily limit up, Hongjing Technology reaching a 20% limit up, and KaiPuYun, Shiji Hengtong, and Parallel Technology also seeing short-term increases [1] - The surge in stock prices is attributed to the release of the DeepSeek-OCR 2 model by DeepSeek [1]

Group 1 - The core viewpoint of the news highlights the strong performance of certain Tencent Cloud concept stocks in the A-share market, driven by Tencent's announcement of a cash activity related to AI applications during its annual meeting [1] Group 2 - Stock performance details indicate that Ruijie Network saw a rise of 12.41%, with a total market value of 68.4 billion, and a year-to-date decline of 3.18% [2] - Century Hengtong increased by 6.97%, with a market capitalization of 3.892 billion, and a year-to-date increase of 17.62% [2] - Hongjing Technology rose by 5.82%, with a market value of 12.8 billion, and a year-to-date increase of 25.64% [2] - Keda Data and Deepin Technology both experienced increases of 3.30% and 3.10%, with market values of 33.1 billion and 72.5 billion respectively, and year-to-date increases of 15.63% and 49.73% [2] - Other stocks such as Donghua Software, Yunsai Zhili, Zhe Shu Culture, and Fanwei Network also showed positive performance, with varying increases and market capitalizations [2]