12月1日，AI产业链喜提开门红！科创人工智能ETF汇添富(589560)放量上涨1.74%，全天成交额超2300万元，环比激增106%。 科创人工智能ETF汇添富(589560)标的指数强势上涨1.59%，成分股乐鑫科技上涨8.55%，晶晨股份，复旦微电、 恒玄科技等涨超4%，寒武 纪、云天励飞等涨超2%，澜起科技、金山办公等强势跟涨，芯原股份等回调。 | 序号 | 代码 | 名称 | 涨跌幅 | 估算权重 ▼ | | --- | --- | --- | --- | --- | | 1 | 688256 | 塞武纪-U | 2.36% | 14.15% | | 2 | 688008 | 澜起科技 | 1.65% | 10.71% | | 3 | 688521 | 芯原股份 | -1.76% | 9.96% | | 4 | 688111 | 金山办公 | 1.85% | 9.93% | | 5 | 688099 | 品晨股份 | 4.84% | 5.77% | | 6 | 688169 | 石头科技 | 0.40% | 5.66% | | 7 | 688608 | 恒玄科技 | 4.21% | 4.86% | ...

截至12月1日收盘，WiFi 6概念上涨2.62%，位居概念板块涨幅第7，板块内，47股上涨，广和通20%涨 停，通宇通讯、瑞斯康达、博通集成等涨停，乐鑫科技、ST路通、利尔达等涨幅居前，分别上涨 8.55%、7.15%、7.12%。跌幅居前的有思林杰、欧陆通、初灵信息等，分别下跌4.05%、3.82%、 2.78%。 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 300638 | 广和通 | 20.01 | 27.35 | 102648.49 | 22.67 | | 603068 | 博通集 成 | 10.01 | 7.55 | 23353.15 | 48.53 | | 603236 | 移远通 信 | 6.20 | 6.98 | 16324.24 | 9.60 | | 688018 | 乐鑫科 技 | 8.55 | 7.48 | 14915.90 | 7.22 | | 688099 | 晶晨股 份 | 4.84 | ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603986 兆易创新 | | = 11.0414 | 13.79% | -4.83 Z | -6.04% | -6.21 Z | -7.76% | | 300223 北京君正 | | 5.43 Z | 8.62% | -6.69亿 | -10.62% | 1.26 Z | 2.00% | | 688525 | 佰维存储 | 4.79 Z | 11.81% | -2.09亿 | -5.17% | -2.69 Z | -6.64% | | 002371 | 北方华创 | 4.44 Z | 11.97% | -4.42 Z | -11.94% | -138.48万 | -0.04% | | 300053 | 航宇微 | 3.78 Z | 11.04% | -2.47 Z | -7.23% | -1.30 Z | -3.81% | | 688008 | 澜起科技 | 3.5 ...

截至2025年12月1日13:55，上证科创板100指数下跌0.34%。成分股方面涨跌互现，乐鑫科技领涨8.3%， 中科蓝讯上涨5.43%，艾为电子上涨4.98%；东芯股份领跌7.3%，荣昌生物下跌5.66%，金盘科技下跌 3.47%。科创100ETF华夏（588800）下跌0.47%，最新报价1.27元。 科创100ETF华夏（588800）紧密跟踪的科创100指数，是科创板第一只也是唯一一只中盘风格指数，聚 焦高成长科创黑马，重点覆盖半导体、医药、新能源三大行业。（场外联接A类：020291/C类： 020292)。 公开信息显示，科创半导体ETF（588170）及其联接基金（A类：024417；C类：024418）跟踪上证科 创板半导体材料设备主题指数，囊括科创板中半导体设备（61%）和半导体材料（23%）细分领域的硬 科技公司。 半导体设备和材料行业是重要的国产替代领域，具备国产化率较低、国产替代天花板较高 属性，受益于人工智能革命下的半导体需求，扩张、科技重组并购浪潮、光刻机技术进展。 （文章来源：每日经济新闻） 宇树科技IPO辅导状态于近日更新为"辅导工作完成"，这意味着宇树科技已满足IPO申报前 ...

12月1日，乐鑫科技涨5.01%，截至发稿，报175.68元/股，成交8.88亿元，换手率3.30%，总市值293.64 亿元。 鹏华创新成长混合A（011460）基金经理为赵花荣。 截至发稿，赵花荣累计任职时间348天，现任基金资产总规模16.89亿元，任职期间最佳基金回报 16.41%， 任职期间最差基金回报13.53%。 责任编辑：小浪快报 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。 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，鹏华基金旗下1只基金重仓乐鑫科技。鹏华创新成长混合A（011460）三季度减持28.84万 股，持有股数35万股，占基金净值比例为4.72%，位居第八大重仓股。根据测算， ...

Core Viewpoint - Lexin Technology's stock has shown a significant increase in recent trading days, with a year-to-date rise of 8.69% and a notable 13.86% increase over the last five trading days, indicating positive market sentiment towards the company [1] Financial Performance - For the period from January to September 2025, Lexin Technology achieved a revenue of 1.912 billion yuan, representing a year-on-year growth of 30.97%. The net profit attributable to shareholders was 377 million yuan, reflecting a 50.04% increase compared to the previous year [2] - Cumulatively, Lexin Technology has distributed 384 million yuan in dividends since its A-share listing, with 145 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Lexin Technology reached 20,100, an increase of 25.14% from the previous period. The average number of circulating shares per shareholder decreased by 20.09% to 7,777 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 7.4023 million shares, an increase of 2.2202 million shares from the previous period [3] Market Activity - On November 28, Lexin Technology's stock price reached 169.19 yuan per share, with a trading volume of 289 million yuan and a turnover rate of 1.10%. The total market capitalization stood at 28.279 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on August 27, where it recorded a net purchase of 92.5144 million yuan [1]

Investment Rating - The report maintains a "Buy" rating for the company [2][8] Core Insights - The company reported a revenue of 1.912 billion yuan for the first three quarters, representing a year-on-year increase of 30.97%, with a net profit attributable to shareholders of 377 million yuan, up 50.04% year-on-year [5][6] - The gross margin improved significantly to 46.17%, an increase of 3.36 percentage points year-on-year [6] - The developer ecosystem is expanding, with the ESP Component Registry platform now hosting 1,179 components, and an average of 152 new projects related to ESP32 being added daily on GitHub [7] Financial Performance Summary - For the fiscal year 2024, the company is projected to achieve a revenue of 2.007 billion yuan, with a growth rate of 40.04% [10] - The net profit attributable to shareholders is expected to reach 339.32 million yuan, reflecting a growth rate of 149.13% [10] - The company anticipates revenues of 2.679 billion yuan, 3.464 billion yuan, and 4.415 billion yuan for the years 2025, 2026, and 2027 respectively, with corresponding net profits of 529.32 million yuan, 710.69 million yuan, and 916.76 million yuan [8][10]

Core Insights - The article analyzes the changes in private equity fund holdings based on the top ten shareholders and circulating shareholders data, revealing significant shifts in stock positions among various sectors in Q3 2025 [1][2]. Private Equity Fund Holdings by Sector - In Q3 2025, the sectors with the highest number of stocks entering the top ten list by private equity managers were pharmaceuticals (18 stocks), basic chemicals (16 stocks), and electronics (15 stocks) [3]. - Compared to Q2 2025, there was an increase in stocks from the computer, pharmaceutical, and food and beverage sectors entering the top ten list, while the electronics, coal, and real estate sectors saw the most withdrawals [3]. Top 20 Stocks with Increased Holdings - The stocks with the highest increase in private equity fund holdings, measured by the proportion of total shares, predominantly came from the basic chemicals, pharmaceuticals, and electronics sectors [7]. - Notable stocks with the largest increase in private equity holdings included: - Darui Electronics (46.21% return) [8] - Zhongwei Co. (51.76% return) [8] - Guotou Power (−8.70% return) [8] - Yangjie Technology (34.64% return) [8] - Daqin Railway (−8.85% return) [8]. Top 20 Stocks with Decreased Holdings - The stocks with the largest decrease in private equity fund holdings were also concentrated in the pharmaceuticals, electronics, and basic chemicals sectors [9]. - Key stocks with the most significant reductions in private equity holdings included: - Lexin Technology (48.43% return) [9] - Dongcheng Pharmaceutical (5.63% return) [9] - Longbai Group (20.05% return) [9] - Zhenlei Technology (40.25% return) [9] - Shengxiang Biology (4.71% return) [9]. Individual Fund Manager Activities - Fund managers such as Ying Shui, Feng Liu, Ren Qiao, and others made notable adjustments to their portfolios in Q3 2025, increasing holdings in various stocks while reducing others [10][12][14][17][19][21]. - For instance, Feng Liu increased holdings in Zhongwei Co., Ruifeng New Materials, and Dongfulong while decreasing positions in Dongcheng Pharmaceutical and Longbai Group [12]. Summary of Fund Manager Adjustments - Ying Shui increased holdings in Xianle Health and reduced positions in Shengxiang Biology and Fangbang Co. [10]. - Feng Liu raised stakes in Zhongwei Co. and Ruifeng New Materials while cutting back on Dongcheng Pharmaceutical [12]. - Ren Qiao increased holdings in Jin Yu Medical and reduced positions in Xin Jing Dian and Xiao Fang Pharmaceutical [14]. - Other managers like Guo Feng Xinghua and Chongyang also adjusted their portfolios, increasing stakes in stocks like Guotou Power and Daqin Railway [17].

Group 1 - The report analyzes the changes in private equity fund holdings for the third quarter of 2025, highlighting the difficulty in obtaining direct data due to the lack of mandatory disclosures by private funds [1][9]. - The sectors with the highest number of stocks entering the top ten list by private equity managers in Q3 2025 are pharmaceuticals, basic chemicals, and electronics, with respective counts of 18, 16, and 15 [2][12]. - The report identifies the top 20 stocks with the highest increase in holding ratios by private equity managers, predominantly in the basic chemicals, pharmaceuticals, and electronics sectors [3][16]. Group 2 - The report provides a detailed analysis of the top 20 stocks with the largest increase in holding ratios, including stocks like Darui Electronics and Zhongwei Co., with respective increases of 2.41% and 2.29% [17]. - Conversely, the report lists the top 20 stocks with the largest decrease in holding ratios, with notable reductions in stocks such as Lexin Technology and Dongcheng Pharmaceutical, showing decreases of -2.20% and -2.12% respectively [19]. - The report also highlights specific private equity managers and their respective changes in stock holdings, such as Yingshui increasing its stake in Xianle Health and reducing its stake in Shengxiang Biology [20][24].

Group 1 - The core viewpoint of the news highlights the strong performance of the Sci-Tech Innovation Artificial Intelligence ETF (589010), which rose by 0.68% and showed resilience despite some individual stock pullbacks [1] - Key holdings in the ETF include Lexin Technology and Chip Original Co., both of which increased by over 5%, while leading stock Hanwei Technology rose nearly 3% [1] - Baidu announced the establishment of a new technical research organization, including a foundational model research department and an application model research department, both reporting to CEO Li Yanhong [1] Group 2 - The Sci-Tech Innovation Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain [2] - The ETF benefits from high R&D investment and policy support, with a 20% price fluctuation limit and small-cap elasticity aiding in capturing the "singularity moment" of the AI industry [2]