Core Viewpoint - The digital economy theme index has experienced a decline, with significant drops in key component stocks, while the demand for AI computing power is projected to grow exponentially, indicating a potential shift in industry dynamics towards a sustainable growth phase [1][2]. Group 1: Market Performance - As of October 10, 2025, the CSI Digital Economy Theme Index (931582) has decreased by 4.46% [1]. - Key component stocks such as Jinghe Integrated (688249) and others like Runze Technology (300442), Zhongke Shuguang (603019), and Inspur Information (000977) have also seen declines [1]. - The digital economy ETF (560800) has undergone adjustments, with a turnover rate of 4.13% and a transaction volume of 29.6351 million yuan [1]. Group 2: Industry Growth - According to IDC data, global AI computing power demand is growing at a compound annual growth rate (CAGR) of 60% [1]. - By 2025, China's intelligent computing power is expected to exceed 105 EFLOPS, equating to the capability of 7 billion people performing high-intensity mathematical operations simultaneously [1]. - Dongwu Securities indicates that the demand for global computing power, storage, and high-speed connectivity is experiencing exponential growth, suggesting a transition from quantitative to qualitative changes in the industry [1]. Group 3: Index Composition - The CSI Digital Economy Theme Index includes companies involved in digital economy infrastructure and high levels of digitalization [2]. - As of September 30, 2025, the top ten weighted stocks in the index account for 54.31% of the total index weight, with companies like Dongfang Caifu (300059) and Zhongxin International (688981) leading [2].

Core Viewpoint - The Sci-Tech Chip ETF FuGuo (588810) opened down 1.45% at 1.829 yuan, reflecting a decline in its major holdings and overall market sentiment [1] Group 1: ETF Performance - The Sci-Tech Chip ETF FuGuo (588810) has a performance benchmark of the Shanghai Stock Exchange Sci-Tech Board Chip Index return rate [1] - Since its establishment on December 30, 2024, the fund has achieved a return of 85.38% [1] - The fund's return over the past month is reported at 34.87% [1] Group 2: Major Holdings Performance - Major holdings in the ETF include: - SMIC (中芯国际) down 2.91% - Haiguang Information (海光信息) down 2.30% - Cambricon (寒武纪) down 2.31% - Lattice Technology (澜起科技) down 1.96% - Zhongwei Company (中微公司) down 1.40% - Chipone (芯原股份) down 3.88% - Hu Silicon Industry (沪硅产业) down 2.94% - Hengxuan Technology (恒玄科技) down 2.54% - SiTewave (思特威) down 2.05% - Huahai Qingke (华海清科) down 2.08% [1]

澜起科技10月9日大宗交易平台出现一笔成交，成交量15.00万股，成交金额2040.00万元，大宗交易成交 价为136.00元，相对今日收盘价折价13.42%。该笔交易的买方营业部为东北证券股份有限公司福州新权 南路香格里拉证券营业部，卖方营业部为长城证券股份有限公司福州五四路证券营业部。 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为4426.98万元。 据天眼查APP显示，澜起科技股份有限公司成立于2004年05月27日，注册资本114515.133万人民币。 （数据宝） 证券时报·数据宝统计显示，澜起科技今日收盘价为157.08元，上涨1.47%，日换手率为6.63%，成交额 为123.07亿元，全天主力资金净流出10.03亿元，近5日该股累计上涨15.62%，近5日资金合计净流出 12.52亿元。 两融数据显示，该股最新融资余额为48.37亿元，近5日减少8419.14万元，降幅为1.71%。 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） ...

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-10-09 | 澜起科技 | 688008 | 136 | 2040 | । | 东北证券股份有限 公司福州新权青露 香格 | 长城证券股份喜暨 公司福州至四路证 发营北 | | 10月9日，澜起科技大宗交易成交15万股，成交额2040万元，占当日总成交额的0.17%，成交价136元，较市场收盘价157.08元折价13.42%。 ...

| 688365 | 光云科技 | 981.23 | 5.26 | 1.66 | 2.72 | | --- | --- | --- | --- | --- | --- | | 688273 | 麦澜德 | 945.03 | 9.30 | 2.54 | 6.71 | | 688716 | 中研股份 | 941.09 | 4.66 | 2.1 1 | 6.29 | | 688510 | 航亚科技 | 922.72 | 6.02 | 1.84 | 2.25 | | 688133 | 泰坦科技 | 918.72 | 5.66 | 2.47 | 3.86 | | 688586 | 江航装备 | 886.41 | 7.43 | 2.85 | 1.36 | | 688071 | 华依科技 | 855.75 | 8.65 | -1.60 | 2.67 | | 688589 | 力合微 | 847.41 | 3.55 | 1.67 | 5.97 | | 688215 | 瑞晟智能 | 844.31 | 4.62 | 4.72 | 3.44 | | 688050 | 爱博医疗 | 835.24 | 3.89 | -0.93 | ...

Group 1 - The "Second Golden Unicorn Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions [1] - The event aims to provide a platform for investment advisors to showcase their capabilities, expand services, and enhance skills, thereby promoting the healthy development of China's wealth management industry [1] Group 2 - On October 9, the top ten stocks by purchase frequency in the stock group included companies such as Xiechuang Data (sz300857) and Lankai Technology (sh688008) [2] - The top ten stocks by purchase amount on the same day featured companies like SMIC (sh688981) and Lankai Technology (sh688008) [3] - The data for the top ten buy stocks/ETFs is based on the frequency of purchases by all participating contestants, while the top ten by purchase amount reflects the highest monetary investments [4]

| 中芯国际 | 84.550 | -5.53% | | --- | --- | --- | | HK 0981 | | | | 华虹半导体 | 85.800 | -5.77% | | HK 1347 | | | | 上海复旦 | 45.040 | -5.02% | | HK 1385 | | | | 宏光半导体 | 0.580 | -6.45% | | HK 6908 | | | （头图由AI生成） 10月9日，半导体产业链临近尾盘走低，中芯国际回落至平盘附近，早盘一度涨9%；华虹公司炸板后涨幅收窄至12%，寒武纪、澜起科技等均有不同程度 走弱。 | 中芯国际 | 142.18 | 1.46% | | --- | --- | --- | | 科 688981 | | | | 华虹公司 | 128.63 | 12.28% | | 科 688347 | | | | 寒武纪-U | 1337.53 | 0.95% | | 科 688256 | | | | 澜起科技 | 157.36 | 1.65% | | 科 688008 | | | 港股方面，半导体板块午后齐跌，华虹半导体跌近6%，此前一度涨超9%；中芯国际跌 ...

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。 10月9日，科创创业ETF（588360）开盘涨0.70%，报1.013元。科创创业ETF（588360）重仓股方面，宁 德时代开盘跌0.50%，中芯国际涨2.76%，迈瑞医疗跌0.69%，海光信息涨3.72%，中际旭创涨3.80%，新 易盛涨2.25%，寒武纪涨2.68%，汇川技术涨1.17%，阳光电源跌0.06%，澜起科技涨4.65%。 科创创业ETF（588360）业绩比较基准为中证科创创业50指数收益率，管理人为国泰基金管理有限公 司，基金经理为黄岳，成立（2021-06-29）以来回报为0.41%，近一个月回报为13.65%。 来源：新浪基金∞工作室 ...

上游存储颗粒涨价已波及市面上一些存储产品。记者近日走访深圳华强北了解到，今年7月一些DRAM产品价格"高位横盘"后，近期多类存储产品又迎来 涨价，涵盖内存条、固态硬盘、手机嵌入式存储，有产品近一个月涨了近20%。 还有商家表示，在一周时间内，单个固态硬盘的价格大概上涨了几十元，固态硬盘、机械硬盘价格都在上涨。 国庆中秋假期后A股首个交易日，多只存储概念股股价高开。今日早盘，华虹公司盘中股价上涨20%，雅克科技、通富微电涨停。此外，兆易创新盘中涨 超8%，股价站上230元/股，创历史新高，澜起科技涨超7%，德明利涨超4%，江波龙涨超8%，佰维存储涨超6%。 消息面上，9月下旬，韩国三星电子向主要客户发出第四季度提价通知，计划将部分DRAM（动态随机存取存储器）价格上调15%至30%，NAND闪存价 格上调5%至10%。美光在9月一度暂停部分存储芯片报价，恢复报价后，价格普遍上涨约20%。另一存储芯片巨头闪迪也在9月上调NAND闪存报价，幅度 约为10%，涉及消费级与企业级产品。 此前一些存储厂商提及与AI的关系。江波龙近期提到公司有用于AI数据中心的产品。佰维存储在业绩说明会上也表示已获得AI服务器厂商、头部互 ...

Core Viewpoint - The semiconductor leader ETF (159665) opened with a gain of 2.72%, indicating positive market sentiment towards semiconductor stocks [1] Group 1: ETF Performance - The semiconductor leader ETF (159665) opened at 1.999 yuan, reflecting a 2.72% increase [1] - Since its establishment on December 22, 2022, the ETF has achieved a return of 94.23% [1] - The ETF's one-month return stands at 14.45% [1] Group 2: Major Holdings Performance - Key holdings in the ETF include: - SMIC (中芯国际) up 2.76% [1] - Haiguang Information (海光信息) up 3.72% [1] - Cambricon (寒武纪) up 2.68% [1] - Northern Huachuang (北方华创) up 1.03% [1] - OmniVision (豪威集团) down 2.98% [1] - Lattice Semiconductor (澜起科技) up 4.65% [1] - Zhongwei Company (中微公司) up 1.68% [1] - Zhaoyi Innovation (兆易创新) up 4.08% [1] - Changdian Technology (长电科技) up 2.77% [1] - Unisoc (紫光国微) up 1.65% [1] Group 3: Management and Benchmark - The ETF is managed by ICBC Credit Suisse Asset Management Co., Ltd. [1] - The performance benchmark for the ETF is the National Securities Semiconductor Chip Index return [1]