证券日报网讯 1月23日，澜起科技在互动平台回答投资者提问时表示，公司目前不涉及HBM或HBF产品 线。 （文章来源：证券日报） ...

Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 0.78%, closing at 1553.71 points, with a total trading volume of 6.727 billion shares and a turnover of 334.942 billion yuan, resulting in a weighted average turnover rate of 3.42% [1] - Among the tradable stocks on the STAR Market, 481 stocks closed higher, with 27 stocks experiencing a rise of over 10%, including Ruihua Technology, Laplace, and Zhenlei Technology, which hit the daily limit [1] - The turnover rate distribution shows that 2 stocks had a turnover rate exceeding 20%, 39 stocks between 10% and 20%, 114 stocks between 5% and 10%, 133 stocks between 3% and 5%, 247 stocks between 1% and 3%, and 65 stocks with a turnover rate below 1% [1] Individual Stock Highlights - Aerospace Huanyu had the highest turnover rate at 22.28%, closing up by 13.27% with a trading volume of 1.499 billion yuan [1] - Qingyun Technology closed down by 1.03% with a turnover rate of 20.25%, and a trading volume of 733 million yuan [1] - Other notable stocks with high turnover rates include Gaocai Co., Shengke Nano, and Haohan Depth, with turnover rates of 18.50%, 18.45%, and 18.10% respectively [1] Sector Analysis - The electronics sector had the most stocks with a turnover rate exceeding 5%, totaling 47 stocks, followed by the power equipment and computer sectors with 25 and 20 stocks respectively [2] - In terms of capital flow, 91 stocks with high turnover rates saw net inflows from main funds, with Zhenlei Technology, Jinko Solar, and Xinke Mobile receiving the highest net inflows of 585 million yuan, 445 million yuan, and 436 million yuan respectively [2] - Conversely, stocks with significant net outflows included Lankai Technology, Baiwei Storage, and Tengjing Technology, with net outflows of 932 million yuan, 876 million yuan, and 272 million yuan respectively [2] Leverage Fund Movements - A total of 76 stocks with high turnover rates received net purchases from leveraged funds, with notable increases in financing balances for Zhongkong Technology, Baiwei Storage, and Godewei, which increased by 521 million yuan, 507 million yuan, and 263 million yuan respectively [2] - Stocks with significant decreases in financing balances included Lankai Technology, Moer Thread, and Huafeng Technology, which decreased by 287 million yuan, 189 million yuan, and 188 million yuan respectively [2]

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2026-01-23 | 澜起科技 | 688008 | 160.02 632.1 | 3.95 | 华泰证券股货有限 公司上海道发掘区 | 瑞银证券配圖書籍 公司上蓮花園君諾 路证業 | 1月23日，澜起科技大宗交易成交3.95万股，成交额632.1万元，占当日总成交额的0.05%，成交价160.02元，较市场收盘价160.02元持平。 ...

Group 1 - The Sci-Tech Innovation 50 Index opened lower on January 23, followed by a narrow adjustment, and eventually closed with a slight increase of 0.78% at 1553.71 points, with a total trading volume of approximately 110.8 billion yuan [1] - The overall Sci-Tech Innovation Index rose by 1.85% to 1899.78 points, with a total trading volume of about 334.9 billion yuan [1] - On January 23, 600 stocks in the Sci-Tech Innovation Board saw an average increase of 2.28% and an average turnover rate of 3.87%, with a total trading volume of 334.9 billion yuan and an average fluctuation of 4.77% [1] Group 2 - In terms of individual stock performance, stocks such as Ruihua Technology, Laplace, Zhenlei Technology, and Jinko Solar reached their daily limit, showing significant gains [1] - Conversely, Jucheng Co. experienced a decline of 7.87%, marking the largest drop among the stocks [1] - In trading volume, Lanke Technology led with a total of 12.04 billion yuan, while ST Pava had the lowest trading volume at 1.258 million yuan [2] Group 3 - Regarding turnover rates, Aerospace Huanyu had the highest turnover rate at 22.28%, while Bairen Medical recorded the lowest at 0.18% [3]

| 代码 | 基金名称 | | --- | --- | | 026568.OF | 天弘悦享臻选三个月持有混合 | | 026569.OF | 天弘悦享臻选三个月持有混合 | 二、融资融券情况 昨日沪深两市的融资融券余额为27159.27亿元，其中融资余额26985.57亿元，融券余额173.7亿元。两市融资融券余额较前一交易日增加39.52亿元。分市场来 看，沪市两融余额为13767.95亿元，相较前一交易日增加21.87亿元；深市两融余额13391.33亿元，相较前一交易日增加17.66亿元。 两市共有3477只个股有融资资金买入，其中中际旭创、新易盛、澜起科技排名前三，买入金额分别38.23亿元、25.62亿元、22.56亿元。融资买入额前10个股 详情见下表： | 代码 | 股票名称 | 融资买入额(亿元 | | --- | --- | --- | | 300308.SZ | 中际旭创 | 38.23 | | 300502.SZ | 新易盛 | 25.62 | | 688008.SH | 澜起科技 | 22.56 | | 600879.SH | 航天电子 | 20.66 | | 688041.SH | ...

Group 1 - The core focus is on the domestic AI industry chain, particularly the performance of the Huabao AI ETF (589520), which has shown a price increase of 0.29% and has been trading at a premium, indicating strong buying interest [1][7] - NVIDIA's CEO Jensen Huang emphasized the need for massive infrastructure investment in AI, estimating that over $1 trillion will be invested in AI-native startups by 2025, highlighting AI applications as a critical layer in the AI ecosystem [2][9] - The Ministry of Industry and Information Technology of China projected that by 2025, the number of AI companies in China will exceed 6,000, with the core industry scale expected to surpass 1.2 trillion yuan, and intelligent computing power reaching 1590 EFLOPS [3][10] Group 2 - The Huabao AI ETF's index covers four major segments: application software, terminal applications, terminal chips, and cloud chips, reflecting a shift from reliance on foreign technology to self-sufficiency in the AI industry [5][11] - The ETF's top holdings include leading domestic companies in GPUs, ASICs, and AI applications, with nearly 70% of the top ten holdings concentrated in these sectors, indicating a strong offensive strategy [12][13] - The current dynamics in the AI industry are marked by significant developments, including the launch of new policies promoting "AI + manufacturing," which is expected to drive a new wave of AI application growth [3][10]

每经AI快讯，AI芯片板块领跌，下跌1.59%。其中，海光信息下跌4.01%，国芯科技下跌2.74%，澜起科 技下跌2.42%。 （文章来源：每日经济新闻） ...

Group 1 - The A-share market experienced a fluctuating trend on January 22, with the semiconductor and computing power industry showing a high opening but low closing, while the Sci-Tech Innovation 50 ETF rose by 0.37% [1] - Notable stock performances included Longxin Zhongke rising by 8.81%, reaching a historical high, and other companies like Chipone Technology, China Railway Signal & Communication, and Lanke Technology also showing significant gains [1] - The Ministry of Industry and Information Technology announced a "AI + Manufacturing" initiative, aiming to accelerate breakthroughs in key technologies such as training chips and heterogeneous computing power, with the AI core industry expected to exceed 1.2 trillion yuan by 2025 [1] Group 2 - The Sci-Tech Innovation 50 ETF tracks the Sci-Tech Innovation 50 Index, with over 70% of its holdings in the electronics sector, aligning well with the development of cutting-edge industries like artificial intelligence and robotics [2] - The ETF also covers various sub-sectors including semiconductors, medical devices, software development, and photovoltaic equipment, indicating a high content of hard technology [2] - Investors optimistic about the long-term development prospects of China's hard technology are encouraged to continue monitoring this ETF [2]

Group 1 - The AI chip sector experienced a decline of 1.59% [1] - Among the companies, Haiguang Information saw a drop of 4.01% [1] - Guoxin Technology decreased by 2.74% [1] - Lanke Technology fell by 2.42% [1]

Market Overview - US stock market continues to rise, with Dow Jones up 0.63%, Nasdaq up 0.91%, and S&P 500 up 0.55% [1] - Meta shares increased by 5.66%, marking the largest single-day gain since July 31 [1] - Tesla shares rose by 4.15%, while Microsoft and Amazon saw increases of at least 1.31% [1] Company Developments - Intel's Q1 guidance is disappointing, leading to a post-market drop of over 10% [2] - Nvidia completed a $5 billion investment in Intel in Q4 [2] - Tesla plans to sell humanoid robots to the public by the end of this year or next year [3] - OpenAI is quietly developing humanoid robots with a team of 100 in San Francisco [4] - Meta's Threads platform has surpassed 400 million monthly active users and is launching ads globally [5] Commodity Insights - Goldman Sachs raised its gold price target to $5,400, indicating that wealthy individuals are competing with central banks for limited physical reserves [6] - COMEX gold futures rose by 1.97%, while silver futures increased by 4.05%, both reaching historical highs [7] - US natural gas futures prices surged by 81% within three days, reaching the highest level since December 2022 [7] Regulatory and Policy Updates - The People's Bank of China (PBOC) Governor Pan Gongsheng stated there is still room for further interest rate cuts and reserve requirement ratio reductions this year [8] - The Ministry of Commerce and other departments encourage horizontal mergers and acquisitions in the pharmaceutical retail sector [12] - The State Council's Food Safety Office is drafting national standards for prepared dishes and will seek public opinions soon [12] Industry Trends - The semiconductor industry is seeing significant developments, with Alibaba's T-HEAD planning for an independent IPO [10] - The prepared food sector is undergoing a transformation, with a focus on quality and safety in the supply chain [11] - The retail pharmacy industry is expected to accelerate consolidation, with a projected decrease in the number of pharmacies by nearly 20,000 since Q4 2024 [13] Financial Projections - Zhaoyi Innovation expects a net profit of approximately 1.61 billion yuan for 2025, a 46% increase year-on-year [17] - Shengmei Shanghai anticipates revenues between 6.68 billion and 6.88 billion yuan for 2025, reflecting a growth of 18.91% to 22.47% [18] - Runtu Co. forecasts a net profit of 600 million to 700 million yuan for 2025, representing a growth of 181.05% to 227.89% [18]