乐鑫科技所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：智能家居、边缘计算、智 能穿戴、星闪概念、端侧AI等。 1月15日，乐鑫科技盘中上涨2.02%，截至13:52，报183.65元/股，成交6.75亿元，换手率2.39%，总市值 306.96亿元。 资金流向方面，主力资金净流出988.63万元，特大单买入4358.68万元，占比6.46%，卖出9310.37万元， 占比13.80%；大单买入2.12亿元，占比31.45%，卖出1.73亿元，占比25.58%。 乐鑫科技今年以来股价涨8.03%，近5个交易日涨5.95%，近20日涨16.74%，近60日涨2.27%。 资料显示，乐鑫信息科技(上海)股份有限公司位于上海市浦东新区御北路235弄3号楼1-7层，成立日期 2008年4月29日，上市日期2019年7月22日，公司主营业务涉及集成电路产品的研发设计和销售。主营业 务收入构成为：模组及开发套件60.47%，芯片38.89%，其他0.64%。 截至9月30日，乐鑫科技股东户数2.01万，较上期增加25.14%；人均流通股7777股，较上期减少 20.09%。2025年1月-9月，乐鑫科技实现 ...

Market Overview - A-shares experienced a collective pullback on January 13, with the Shanghai Composite Index ending a 17-day winning streak, closing down 0.64% [1] - The total trading volume in the Shanghai and Shenzhen markets reached a historical high of 3.7 trillion [1] Sector Performance - Significant declines were observed in various sectors, including commercial aerospace, satellite internet, and military industries, with many stocks dropping over 8% [3] - The large aircraft and military sectors also faced downturns, with several stocks hitting the daily limit down [3] - The commercial aerospace index fell by 6.15%, with a net outflow of 230.78 billion [4] Individual Stock Movements - Over 1,600 stocks rose, with more than 70 stocks hitting the daily limit up, while the commercial aerospace sector saw over 60 stocks limit down or drop more than 10% [3] - Specific stocks such as Aerospace Electronics and Beidou Star Communication experienced significant declines, with many stocks in the sector down by nearly 10% [7] Investment Insights - Analysts suggest that the current market sentiment may indicate a nearing peak, with potential for further structural upward trends despite short-term volatility [12] - Key investment strategies include avoiding speculative risks in popular sectors, focusing on policy-driven industries, and maintaining diversified portfolios to balance risk and return [14] - The emphasis is on sectors with strong earnings growth and valuation alignment, particularly in technology manufacturing and innovative healthcare [14]

1月13日，A股市场AI应用概念股尾盘快速下挫，其中，恒玄科技跌超9%，广和通跌超8%，乐鑫科技跌 超6%，芒果超媒、拓维信息、瑞芯微、云从科技、虹软科技、润和软件跌超5%。 | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688608 | 恒玄科技 | 1 | -9.63 | 389亿 | 1.74 | | 300638 | 厂和通 | 1 | -8.17 | 297亿 | 11.54 | | 688018 | 乐鑫科技 | 兼 | -6.33 | 297亿 | 4.39 | | 300413 | 芒果超媒 | 1 | -5.94 | 522亿 | 14.21 | | 002261 | 拓维信息 | मे | -5.83 | 438亿 | 4.92 | | 603893 | 瑞芯微 | 来 | -5.59 | 783亿 | 4.32 | | 688327 | 云从科技-l x | | -5.57 | 174亿 | 16.77 | | 688088 | 虹软科技 | | -5.53 | 225亿 | 1 ...

格隆汇1月13日｜A股市场AI应用概念股尾盘快速下挫，其中，恒玄科技跌超9%，广和通跌超8%，乐鑫 科技跌超6%，芒果超媒、拓维信息、瑞芯微、云从科技、虹软科技、润和软件跌超5%。 ...

1月13日，乐鑫科技跌5.01%，截至发稿，报179.96元/股，成交9.57亿元，换手率3.31%，总市值300.79 亿元。 华泰紫金中证1000指数增强发起A（018062）成立日期2023年6月8日，最新规模1453.93万。今年以来收 益9.22%，同类排名1435/5517；近一年收益56.81%，同类排名1204/4203；成立以来收益50%。 华泰紫金中证1000指数增强发起A（018062）基金经理为毛甜。 截至发稿，毛甜累计任职时间8年35天，现任基金资产总规模5.86亿元，任职期间最佳基金回报 133.76%， 任职期间最差基金回报-34.21%。 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。 责任编辑：小浪快报 资料显示，乐鑫信息科技(上海)股份有限公司位于上海市浦东新区御北路235弄3号楼1-7层，成立日期 2008年4月29日，上市日期2019年7月22日，公司主营业务涉及集成电路产品的研发设计和销售。主营业 务收入构成为：模组及开发套件60 ...

1月12日，乐鑫科技涨5.01%，截至发稿，报184.50元/股，成交7.16亿元，换手率2.54%，总市值308.38 亿元。 资料显示，乐鑫信息科技(上海)股份有限公司位于上海市浦东新区御北路235弄3号楼1-7层，成立日期 2008年4月29日，上市日期2019年7月22日，公司主营业务涉及集成电路产品的研发设计和销售。主营业 务收入构成为：模组及开发套件60.47%，芯片38.89%，其他0.64%。 从基金十大重仓股角度 数据显示，永赢基金旗下1只基金重仓乐鑫科技。永赢上证科创板人工智能指数发起A（024774）三季 度持有股数4.02万股，占基金净值比例为3.15%，位居第十大重仓股。根据测算，今日浮盈赚取约35.39 万元。 永赢上证科创板人工智能指数发起A（024774）成立日期2025年8月12日，最新规模6300.89万。今年以 来收益10.78%，同类排名345/5579；成立以来收益26.3%。 永赢上证科创板人工智能指数发起A（024774）基金经理为张璐。 截至发稿，张璐累计任职时间6年166天，现任基金资产总规模229.21亿元，任职期间最佳基金回报 163.04%， 任职期间最 ...

端侧 AI 近况如何？有哪些投资机会？20260109 摘要 人联合会辅具采购项目，也显示出特定使用场景推广对需求刺激作用明显。 最 后，从横向对比来看，端侧 AI 方向韧性最强。在存储涨价预期下，可穿戴设备 受影响较小，如 Meta 眼镜存储占比仅为 6%~7%。相比之下，传统消费电子 如手机、PC 受周期波动及存储成本上涨影响较大，而端侧 AI 仍处于高速增长 市场，其竞争格局未固化且供应链溢价空间大。因此，在充满挑战的 2026 年， 端侧 AI 板块韧性将非常突出。 端侧 AI 市场关注度提升：自 2024 年苹果提出 Apple Intelligence 以 来，市场对端侧 AI 的关注度持续提升，大模型爆发和算力设施的进步为 2026 年 AI 应用落地奠定基础。 AI 硬件形态日趋成熟：AI 眼镜和 AI 玩具等端侧 AI 硬件形态已相对成熟， 可穿戴设备逐渐占据消费者心智，CES 2026 上 AI 交互功能成为消费电 子和家居产品的常规配置。 政策支持力度加大：国家补贴政策将智能手表手环等可穿戴设备纳入补 贴范围，有望带来同比 20%左右的增长。Rokid 眼镜入围浙江残疾人联 合会辅具采购 ...

Core Viewpoint - The China Securities 1000 Growth ETF (562520) opened with a slight decline of 0.15%, priced at 1.376 yuan, while its constituent stocks showed mixed performance on January 7 [1] Group 1: ETF Performance - The China Securities 1000 Growth ETF (562520) has a performance benchmark based on the China Securities Intelligent Selection 1000 Growth Innovation Strategy Index [1] - Since its inception on March 8, 2022, the fund has achieved a return of 37.50%, with a one-month return of 8.71% [1] Group 2: Constituent Stocks Performance - Among the top holdings, Jucheng Co. saw a significant increase of 13.14%, while other stocks like Gylon Electronics and SourceJet Technology also experienced slight gains of 0.22% and 2.94% respectively [1] - Conversely, stocks such as Gigabit and Lexin Technology faced declines of 0.60% and 0.49% respectively, indicating a mixed performance across the ETF's holdings [1]

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Insights - The report emphasizes the importance of advancements and innovations in edge AI, predicting accelerated integration into various hardware products and industrial applications by 2026 [9][10] - Key players in the edge AI sector include chip manufacturers, terminal product manufacturers, and core component manufacturers, with specific companies highlighted for investment opportunities [3][10] Summary by Sections Investment Recommendations and Targets - Focus on the upgrade and innovation breakthroughs in edge AI, with recommended stocks including: - Edge AI main control chip manufacturers: Amlogic, Aojie Technology, Hengxuan Technology, Espressif Technology, Starshine Technology, Rockchip [3][10] - Terminal product manufacturers: Lenovo Group, Xiaomi Group, Luxshare Precision, Linying Intelligent Manufacturing, BYD Electronics, Lens Technology, Ezviz, Innosilicon [3][10] - Core component manufacturers: Huanxu Electronics, Sunny Optical Technology, Orbbec, SUTENG, STMicroelectronics, OmniVision, and Pegatron [3][10]

Core Insights - The report emphasizes the importance of proactive discovery in the financial market rather than merely relaying information [2] Macro News Summary - The first batch of 625 billion yuan of ultra-long special government bonds for supporting the consumption upgrade plan has been allocated ahead of schedule for 2026 [6] - In 2026, continued support for new energy city buses and battery updates has been announced by two departments [7] - Four departments are promoting the large-scale application of intelligent robots in welding, spraying, and assembly in the automotive industry [7] Industry Latest Developments - The Ministry of Education will systematically promote artificial intelligence education and applications, with related stocks including Dou Shen Education (300010) and Kede Education (300192) [9] - Four departments are pushing for the large-scale application of intelligent robots in various segments of the automotive industry, with related stocks including Junsheng Electronics (600699) and Sanhua Intelligent Control (002050) [9] - A new type of simulation computing chip has been successfully developed in China, achieving a thousand-fold increase in energy efficiency, with related stocks including Shengbang Co., Ltd. (300661) and Tulan Micro (600460) [9] Focus on Listed Companies - Lexin Technology (688018) announced a partnership with Bosch Sensortec to jointly launch an innovative human-machine interaction solution based on motion perception and large model capabilities [11] - Robotec (300757) stated on its interactive platform that the world's first 300mm double-sided wafer testing platform, developed in collaboration with TSMC and NVIDIA, has completed reliability testing [11] - Xicai Testing (301306) has officially signed a strategic cooperation agreement with Shaanxi Huada, moving from single business cooperation to a new stage of comprehensive and in-depth collaborative development [11] Market Review and Outlook - On December 31, the total trading volume of the two markets was 20,451 billion yuan, with 2,359 stocks rising and 2,608 stocks falling. The net capital outflow was 546.32 billion yuan, with a decrease in trading volume of 972 billion yuan compared to the previous day [13] - The Shanghai Composite Index opened slightly higher but showed a narrow range of fluctuations, forming a doji candlestick pattern, while the Shenzhen Component Index opened higher but closed lower [13] - Market hotspots included satellite navigation, AI agents, and commercial aerospace sectors, which saw significant capital inflows, while sectors like pharmaceuticals and liquor experienced declines [13] - The report indicates that if the Shanghai Composite Index cannot maintain volume to absorb profit-taking pressure, it may test the strong support level of 3,930 points [14]