Group 1 - Taxfriend Co., Ltd. has seen its stock price increase by 5.09% on January 9, reaching 67.89 CNY per share, with a trading volume of 325 million CNY and a turnover rate of 1.22%, resulting in a total market capitalization of 27.587 billion CNY [1] - The stock has experienced a continuous rise for 7 days, accumulating a total increase of 27.92% during this period [1] - The company, established on December 22, 1999, and listed on June 30, 2021, specializes in the research, sales, and technical services of financial and tax information technology products, with its main business revenue composition being 71.45% from intelligent financial and tax services and 36.76% from digital government services [1] Group 2 - According to data from the top ten holdings of funds, Fuyong Fund has a significant position in Taxfriend Co., Ltd., with its Fuyong Information Technology Mixed A Fund (013345) increasing its holdings by 987,000 shares in the third quarter, totaling 1.2481 million shares, which accounts for 7.79% of the fund's net value, making it the second-largest holding [2] - The fund has reportedly gained approximately 4.1062 million CNY in floating profits today and 17.5982 million CNY during the 7-day rising period [2] - Fuyong Information Technology Mixed A Fund was established on October 28, 2021, with a current scale of 131 million CNY, achieving a year-to-date return of 9.02% and a one-year return of 19.36% [2]

数据显示，华商基金旗下1只基金重仓税友股份。华商计算机行业量化股票发起式A（007853）三季度 持有股数18.39万股，占基金净值比例为3.09%，位居第六大重仓股。根据测算，今日浮亏损失约59.4万 元。 华商计算机行业量化股票发起式A（007853）成立日期2019年10月30日，最新规模2.18亿。今年以来收 益4.58%，同类排名1585/5493；近一年收益30.71%，同类排名2532/4197；成立以来收益37.11%。 华商计算机行业量化股票发起式A（007853）基金经理为艾定飞。 1月8日，税友股份跌5.05%，截至发稿，报60.72元/股，成交1.68亿元，换手率0.67%，总市值246.73亿 元。 资料显示，税友软件集团股份有限公司位于浙江省杭州市滨江区浦沿街道西浦路1015号，成立日期1999 年12月22日，上市日期2021年6月30日，公司主营业务涉及财税信息化领域产品的研发、销售和技术服 务。主营业务收入构成为：数智财税业务71.45%，数字政务业务36.76%。 从基金十大重仓股角度 截至发稿，艾定飞累计任职时间7年46天，现任基金资产总规模10.55亿元，任职期间最佳基 ...

Group 1 - Taxfriend Co., Ltd. has seen its stock price increase by 5.04% on January 7, reaching 64.97 CNY per share, with a trading volume of 342 million CNY and a turnover rate of 1.36%, resulting in a total market capitalization of 26.4 billion CNY [1] - The stock has experienced a continuous rise for five days, accumulating a total increase of 22.48% during this period [1] - The company, established on December 22, 1999, and listed on June 30, 2021, specializes in the research, sales, and technical services of financial and tax information technology products, with its main business revenue composition being 71.45% from intelligent financial and tax services and 36.76% from digital government services [1] Group 2 - According to data from the top ten holdings of funds, one fund under Fuyong Fund has heavily invested in Taxfriend Co., Ltd. The Fuyong Information Technology Mixed A Fund (013345) increased its holdings by 987,000 shares in the third quarter, bringing its total to 1.2481 million shares, which accounts for 7.79% of the fund's net value, making it the second-largest holding [2] - The fund has reportedly gained approximately 3.8941 million CNY in floating profits today and 14.1659 million CNY during the five-day rising period [2] - The Fuyong Information Technology Mixed A Fund was established on October 28, 2021, with a current scale of 131 million CNY, achieving a year-to-date return of 6.95% and a one-year return of 22.57% [2]

Group 1: Brain-Computer Interface - Neuralink, founded by Elon Musk, plans to start large-scale production of brain-computer interface devices in 2026 [5] - The brain-computer interface industry is expected to accelerate commercialization, with companies like Xiangyu Medical and Mylande experiencing significant stock price increases [9][10] - Analysts predict that the market size of the brain-computer interface industry will exceed $10 billion by 2030 [10] Group 2: Commercial Aerospace - Blue Arrow Aerospace has received approval for its IPO on the Sci-Tech Innovation Board, aiming to become the first publicly listed commercial rocket company in China [14] Group 3: Robotics - Morgan Stanley forecasts that China will ship 14,000 humanoid robots this year, with annual growth expected to double in the coming years, potentially exceeding 1 million units by 2034 [25] - The first full-body force-controlled humanoid robot, Q1, is set to be released, indicating a rapid acceleration in product iteration and market application [25] Group 4: AI Applications - Meta has announced the acquisition of AI agent company Manus to enhance its AI innovation efforts, with the integration of Manus into Meta's core consumer products [27] - The demand for AI applications is rapidly expanding, as indicated by the significant increase in token consumption, reflecting a shift from concept validation to revenue generation [30] - Tax Friend Co., mentioned in relation to AI applications, saw its stock price rise significantly following the announcement of expected AI application growth in early 2026 [30][31]

Investment Rating - The report maintains a positive outlook on the industry, indicating a "Buy" rating for the sector [1]. Core Insights - The report highlights significant developments in the semiconductor and AI sectors, particularly focusing on companies like Wallran Technology and TianShu Intelligent Chip, which are preparing for IPOs and showcasing innovative GPU products [3][28]. - The report emphasizes the rapid growth of revenue in AI-related businesses, with companies like Zhipu and MiniMax leading the way in large model commercialization [39]. Summary by Sections Wallran Technology - Wallran Technology is set to launch its IPO on January 8, 2026, and has developed a range of GPGPU chips and intelligent computing solutions, with significant revenue growth from 0.499 million in 2022 to 58.9 million in 2025H1 [3][4]. - The company has a strong team with backgrounds from major tech firms like AMD and Huawei, focusing on GPGPU architecture and software platforms [4][5]. - Wallran's core products include the BR106 and BR110 series, with a sales volume of 9,344 units for BR106 in 2024 and a projected revenue of 1.24 billion from orders [26][21]. TianShu Intelligent Chip - TianShu Intelligent Chip commenced its IPO process on December 30, 2025, and has developed a comprehensive product line for AI computing, including the TianGai series for training and the ZhiKai series for inference [28][32]. - The company has achieved significant milestones, including the launch of its second-generation training product, TianGai Gen 2, and has a strong financial backing from notable investors [29][32]. - The average selling price for TianGai products is between 30,000 to 40,000 yuan, while ZhiKai products average around 10,000 yuan [34]. Zhipu - Zhipu has established itself as a leader in the B-end localization deployment of AI models, achieving a revenue of 310 million in 2024, with a year-on-year growth of 150.9% [42]. - The company focuses on a comprehensive AI model suite, including language, multi-modal, and intelligent agent models, with a strong emphasis on R&D and high gross margins in localized deployments [41][44]. - Zhipu's models have been adopted by over 8,000 institutional clients, showcasing its significant market presence [47]. MiniMax - MiniMax, founded in 2021, emphasizes efficient model architecture and rapid commercialization of AI products, with a significant portion of its revenue coming from overseas markets [39][50]. - The company has released several innovative products, including the Hailuo AI video generation platform and the M2 series models, which enhance coding capabilities across multiple programming languages [50]. - MiniMax's business model focuses on direct sales and expanding its distribution network, with a notable decrease in revenue concentration from its top clients over recent years [36].

Investment Rating - The report recommends a positive investment outlook for the technology sector, specifically highlighting key stocks for January 2026 [6]. Core Insights - The report identifies several key companies within the technology sector, including Eastcompeace, Jincheng Electronics, Xinyi Technology, Tax Friend, Haiguang Information, Giant Network, and Perfect World, as potential investment opportunities [6][8][9][10][11][12][13][14]. Summary by Category Electronics - **Eastcompeace**: The company is entering a growth phase driven by AI technology breakthroughs, leading to increased capital expenditure from cloud vendors and a surge in demand for data servers. The acquisition of Solstice Optoelectronics enhances its position in optical communication [8]. - **Jincheng Electronics**: The company reported a revenue of 889 million yuan in Q3 2025, a year-on-year increase of 25.4%. The semiconductor business is expected to grow significantly, with an order backlog of approximately 1.791 billion yuan [9]. Communication - **Xinyi Technology**: As a leading manufacturer of high-speed optical modules, the company has made significant inroads with major clients like Amazon and is expected to see substantial profit growth from 2025 to 2027, with projected net profits of 94.97 million yuan, 166.16 million yuan, and 217.76 million yuan respectively [10]. - **Huafeng Technology**: The company is positioned to benefit from the high demand for AI applications and is expected to see net profits grow from 3.53 million yuan in 2025 to 8.73 million yuan by 2027 [10]. Computer - **Tax Friend**: The company is a leader in the financial IT sector, leveraging AI and big data to provide comprehensive solutions for businesses. It aims to enhance its product offerings and customer engagement through innovative AI-driven solutions [11]. - **Haiguang Information**: The company is a key player in the domestic high-end CPU market, expected to benefit from the growing demand for AI computing power. It aims to establish a comprehensive AI computing platform [12]. Media - **Giant Network**: The company is experiencing stable commercialization with new game releases and updates expected to drive user engagement and revenue growth [13]. - **Perfect World**: The company is preparing for the launch of its new game "Yihuan," which has shown strong pre-launch interest, and is also focusing on expanding its esports business [14].

12月31日，税友股份涨1.81%，截至发稿，报55.08元/股，成交3988.84万元，换手率0.18%，总市值 223.81亿元。 数据显示，华富基金旗下1只基金重仓税友股份。华富智慧城市灵活配置混合A（000757）三季度持有 股数2.2万股，与上期相比持股数量不变，占基金净值比例为3.86%，位居第六大重仓股。根据测算，今 日浮盈赚取约2.16万元。 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。 华富智慧城市灵活配置混合A（000757）成立日期2014年10月31日，最新规模2608.46万。今年以来收益 6.98%，同类排名6325/8085；近一年收益3.25%，同类排名7139/8085；成立以来收益13.96%。 责任编辑：小浪快报 华富智慧城市灵活配置混合A（000757）基金经理为黄星霖。 资料显示，税友软件集团股份有限公司位于浙江省杭州市滨江区浦沿街道西浦路1015号，成立日期1999 年12月22日，上市日期2021年6月30日，公司主营业务涉 ...

Market Overview - The IT services sector experienced a slight decline of 0.13% on December 30, with Jiachuan Vision leading the drop [1] - The Shanghai Composite Index closed at 3965.12, down 0.0%, while the Shenzhen Component Index closed at 13604.07, up 0.49% [1] Top Performers - Aerospace Information (600271) saw a significant increase of 9.96%, closing at 11.59 with a trading volume of 890,800 shares and a transaction value of 1.006 billion [1] - Tax Friend Co. (603171) rose by 6.18%, closing at 54.10 with a trading volume of 87,000 shares and a transaction value of 470 million [1] - Zhongke Jincai (002657) increased by 5.85%, closing at 30.02 with a trading volume of 655,100 shares and a transaction value of 1.95 billion [1] Underperformers - Jiachuan Vision (300264) fell by 6.22%, closing at 6.18 with a trading volume of 255,100 shares and a transaction value of 162 million [2] - Liangtu Measurement and Control (920116) decreased by 5.92%, closing at 80.39 with a trading volume of 52,400 shares and a transaction value of 4.29 billion [2] - Tianrun Technology (920564) dropped by 5.29%, closing at 22.54 with a trading volume of 32,100 shares and a transaction value of 73.77 million [2] Capital Flow - The IT services sector saw a net outflow of 1.42 billion from institutional investors, while retail investors contributed a net inflow of 1.112 billion [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Aerospace Information (600271) had a net inflow of 2.51 billion from institutional investors, while retail investors saw a net outflow of 1.35 billion [3] - Jiachuan Technology (600728) experienced a net inflow of 1.90 billion from institutional investors, with retail investors withdrawing 9.31 million [3] - Zhongke Jincai (002657) had a net inflow of 1.88 billion from institutional investors, while retail investors withdrew 1.77 billion [3]

Group 1 - The AI agent concept experienced a significant surge on December 30, with multiple companies such as Nanxing Co., Cuiwei Co., Zhenghe Ecology, and Hongying Intelligent reaching their daily limit up, while Kute Intelligent rose over 15% [1][2] - Meta, a major Silicon Valley tech giant, announced the acquisition of AI startup Manus, marking it as Meta's third-largest acquisition since its inception, although the specific acquisition amount was not disclosed [1][2] - Manus focuses on developing general-purpose AI agents to assist users in efficiently completing research, automation, and complex tasks, and has processed over 147 trillion tokens and created over 80 million virtual computers since its launch [1][2]

MACD金叉信号形成，这些股涨势不错！ | | | | Al智能体板块个股 | | | | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 300840 | 酷特智能 复 | 16.63 | 45.62亿 | -4.58 | | 2 | 002757 | 南兴股份 | 10.01 | 52.30亿 | 16.06 | | ന | 603123 | 翠微股份 1 | 9.98 | 141亿 | 119.01 | | 4 | 301330 | 糖泉科技 * | 7.76 | 75.15亿 | 44.83 | | 5 | 603171 | 税友股份 | 5.50 | 218亿 | 77.11 | | 6 | 002657 | 中科金财 海 | 5.15 | 101亿 | 62.77 | | 7 | 300058 | 1 蓝色光标 | 4.68 | 337亿 | 41.76 | | 8 | 300170 | 汉得信息 1 | 3.57 | 181亿 | 43.14 | | 9 | 300674 | 宇 ...