（文章来源：第一财经） 兆易创新发布2025年度业绩预告，预计归属于上市公司股东的净利润为16.10亿元左右，与上年同期相 比增长46%左右。 ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 兆易创新：预计2025年净利润为16.1亿元左右，同比增长46%左右。 风险提示及免责条款 ...

北京商报讯（记者 宋亦桐）2026年年初，港股市场迎来新一轮新股上市潮，一批硬科技赛道企业密集登陆港交所，成为资本关注的焦点。在此背景下，理 财公司以基石投资者、锚定投资者身份强势入局，开启了权益投资能力升级的全新阶段。1月22日，北京商报记者注意到，部分理财公司在此轮港股打新中 战绩斐然。工银理财披露的10笔港股IPO投资实现100%正收益胜率，投资标的覆盖半导体、人工智能、生物医药、高端装备等核心赛道。分析人士指出，当 前阶段，理财公司参与港股IPO仍以试点和项目制运作为主，但中长期来看，这一实践有望逐步演进为制度化、产品化、策略化的权益配置路径。 2026年开年不到一个月，壁仞科技、MINIMAX等硬科技企业接连登陆港股IPO，点燃市场热情。港股IPO的火热，为手握重金的理财公司提供了全新的投资 舞台，头部理财公司的布局，也在此次新股潮中收获了丰厚的回报。 据工银理财披露的数据，2025年末至2026年初，港股市场步入新股密集发行期，工银理财锁定10只优质港股IPO项目并完成布局，截至1月16日，10笔投资 全部实现正收益，胜率达到100%，单笔最高涨幅达到165.45%。具体来看，工银理财主要投资港股 ...

沪指1月22日上涨0.14%，申万所属行业中，今日上涨的有22个，涨幅居前的行业为建筑材料、国防军 工，涨幅分别为4.09%、3.23%。电子行业今日上涨0.21%。跌幅居前的行业为美容护理、银行，跌幅分 别为0.76%、0.43%。 资金面上看，两市主力资金全天净流出216.12亿元，今日有12个行业主力资金净流入，通信行业主力资 金净流入规模居首，该行业今日上涨2.83%，全天净流入资金80.19亿元，其次是国防军工行业，日涨幅 为3.23%，净流入资金为57.13亿元。 主力资金净流出的行业有19个，电子行业主力资金净流出规模居首，全天净流出资金132.06亿元，其次 是电力设备行业，净流出资金为72.06亿元，净流出资金较多的还有有色金属、汽车、医药生物等行 业。 电子行业今日上涨0.21%，全天主力资金净流出132.06亿元，该行业所属的个股共476只，今日上涨的有 238只，涨停的有11只；下跌的有234只。以资金流向数据进行统计，该行业资金净流入的个股有179 只，其中，净流入资金超亿元的有26只，净流入资金居首的是工业富联，今日净流入资金14.69亿元， 紧随其后的是信维通信、鹏鼎控股，净流入 ...

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with notable amounts withdrawn from companies across different industries, suggesting a potential shift in investor sentiment and market dynamics [1][2][3] Group 1: Major Stocks with Capital Outflows - Sanhua Intelligent Control experienced a capital outflow of 1.402 billion, with a decline of 2.73% in stock price [2] - Tongfu Microelectronics saw a capital outflow of 1.309 billion, with a decrease of 1.55% [2] - Contemporary Amperex Technology reported a capital outflow of 1.143 billion, with a drop of 2.8% [2] - Zhaoyi Innovation also faced a capital outflow of 1.143 billion, with a decline of 1.93% [2] - Changdian Technology had a significant outflow of 861 million, with a sharp decrease of 6.25% [2] Group 2: Other Notable Stocks - Hunan Silver experienced a capital outflow of 836 million, but its stock price increased by 6.67% [2] - Huada Technology saw an outflow of 825 million, with a decline of 3.1% [2] - Yango Technology faced a capital outflow of 723 million, with a significant drop of 6.37% [2] - Sungrow Power Supply had an outflow of 720 million, with a decrease of 1.16% [2] - TBEA reported a capital outflow of 653 million, with a decline of 2.5% [2] Group 3: Additional Stocks with Capital Outflows - Baiwei Storage experienced a capital outflow of 588 million, with a slight decrease of 0.79% [2] - Nanda Optoelectronics saw an outflow of 577 million, with a decline of 4.25% [3] - Lens Technology faced a capital outflow of 565 million, with a decrease of 2.09% [3] - Zijin Mining reported an outflow of 556 million, with a decline of 2.31% [3] - EVE Energy experienced a capital outflow of 555 million, with a drop of 2.99% [3]

| 特变电工 | -3.01 | -5.54亿元 | 电网设备 | | --- | --- | --- | --- | | 晶瑞电材 | -9.11 | -4.87亿元 | 电子化学 | | 南大光电 | -3.56 | -4.86亿元 | 电子化学 | | 德明利 | 2.4 | -4.49亿元 | 未营体 | | 洛阳钼业 | -2.58 | -3.97亿元 | 小金属 | | 蓝思科技 | -2.54 | -3.95亿元 | 消费电- | | 中科曙光 | -1.11 | -3.95亿元 | 计算机设 | | 江西铜业 | -3.51 | -3.86亿元 | 有色金属 | | 亿纬锂能 | -2.2 | -3.47亿元 | 电池 | *数据仅供参考，不构成投资建议 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行) | | --- | --- | --- | --- | | 三花智控 | -2.8 | -12.28亿元 | 家电行业 | | 兆易创新 | -1.67 | -9.61亿元 | 未营体 | | 通富微电 | -0.25 | -7.88亿元 | 未营体 | | 湖南白银 | 1. ...

Market Overview - The Shanghai Composite Index rose by 0.08% to close at 4116.94 points, with a daily high of 4135.96 points [1] - The Shenzhen Component Index increased by 0.7% to close at 14255.12 points, reaching a peak of 14320.94 points [1] - The ChiNext Index gained 0.54%, closing at 3295.52 points, with a maximum of 3329.5 points [1] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets reached 27119.75 billion yuan, with a financing balance of 26945.23 billion yuan and a securities lending balance of 174.52 billion yuan [2] - This represents an increase of 115.92 billion yuan compared to the previous trading day [2] - The Shanghai market's margin trading balance was 13746.08 billion yuan, up by 101.13 billion yuan, while the Shenzhen market's balance was 13373.67 billion yuan, increasing by 14.8 billion yuan [2] Fund Issuance - Seven new funds were launched yesterday, including: - E Fund Hong Kong Stock Connect Consumer Mixed A - E Fund Hong Kong Stock Connect Consumer Mixed C - Huitianfu Gain Return Bond A - Huaxia CSI 500 Free Cash Flow ETF Link C - Huitianfu Gain Return Bond C - Huaxia CSI 500 Free Cash Flow ETF Link A - E Fund Shanghai Composite ETF [4] Top Net Purchases on the Dragon and Tiger List - The top 10 net purchases on the Dragon and Tiger list included: - Zhongtung High-tech with a net purchase of 57664.7 million yuan - Longxin Technology with 26946.73 million yuan - Dazhu CNC with 25319.57 million yuan - Zhongrong Electric with 21762.39 million yuan - Tongfu Microelectronics with 20382.62 million yuan [6]

Group 1 - Semiconductor stocks in Hong Kong experienced a significant rise, with InnoCare leading with over 7% increase and Hua Hong Semiconductor rising over 8%, reaching a historical high [1] - KeyBanc data indicates that Intel and AMD have nearly sold out their server CPU capacity for the entire year of 2026 due to large-scale cloud service providers purchasing aggressively [1] - Both Intel and AMD plan to increase server CPU prices by 10-15% to address extreme supply-demand imbalance and ensure stable future supply [1] Group 2 - Analysts predict that the market demand for server chips will grow at an annual rate of 30% to 40% by 2026 [1] - Guosen Securities' latest report highlights that the semiconductor sector is performing better than expected, with price increases across multiple segments and the upcoming release of AI glasses [1] - The report continues to recommend cyclical recovery semiconductor companies such as Naxin Micro and foundry firms like SMIC and Hua Hong Semiconductor [1]

Group 1 - Semiconductor stocks in Hong Kong experienced a significant rise at the beginning of trading, with InnoCare increasing by over 7% [1] - Hua Hong Semiconductor surged by over 8%, reaching a new historical high [1] - Newly listed stock Zhaoyi Innovation also hit a new high during the trading session [1] Group 2 - Both SMIC and Jingmen Semiconductor saw their stock prices increase by over 1% [1]

Group 1 - Semiconductor stocks in Hong Kong experienced a surge, with InnoCare leading with a rise of over 7%, and Hua Hong Semiconductor increasing by over 4%, reaching a historical high [1] - KeyBanc data indicates that due to significant purchases by large-scale cloud service providers, Intel and AMD's server CPU capacity for the entire year of 2026 is nearly sold out [1] - To address the extreme supply-demand imbalance and ensure stable future supply, both companies plan to increase server CPU prices by 10-15% [1] - Analysts predict that the market demand for server chips will grow at an annual rate of 30% to 40% by 2026 [1] Group 2 - Guosen Securities' latest report highlights that the semiconductor sector is experiencing better-than-expected conditions, with price increases across multiple segments and the imminent release of AI glasses [1] - The report continues to recommend cyclical recovery stocks such as Naxin Micro and foundry companies like SMIC and Hua Hong Semiconductor [1]