8月26日，信息技术ETF（159939）开盘跌1.46%，报0.808元。信息技术ETF（159939）重仓股方面，立 讯精密开盘涨0.58%，中芯国际跌2.10%，京东方A跌0.24%，北方华创跌0.55%，海光信息跌3.29%，寒 武纪跌5.41%，科大讯飞涨0.00%，豪威集团跌0.29%，中科曙光涨3.00%，海康威视跌0.55%。 信息技术ETF（159939）业绩比较基准为中证全指信息技术指数，管理人为广发基金管理有限公司，基 金经理为霍华明，成立（2015-01-08）以来回报为64.00%，近一个月回报为19.76%。 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。 来源：新浪基金∞工作室 ...

Group 1 - The semiconductor sector opened mostly lower, indicating a negative market sentiment [1] - Shengke Communication experienced a decline of over 7% [1] - Companies such as Cambricon, Chipone, Guomian Technology, Haiguang Information, and Dongxin Technology all opened lower, with declines exceeding 5% [1]

特约记者丨庞华玮 不过，随着AI主题基金近期涨幅显著，部分资金选择获利了结。来自机构的数据显示，近一周AI基金 的净流入额合计为-158.56亿元，表明整体上AI基金在近期面临资金流出压力。 业内人士建议投资者关注AI短期调整的风险，但是认为AI长期趋势向上。 霸屏绩优榜 截至8月22日，6月以来，基金诞生了3只"翻倍基"，13只基金收益超80%，它们共同点是，重仓AI算 力。 编辑丨张星 最近3个月，基金收益榜出现了明显的赛道转换，表现最好的一条主线是AI算力，取代了之前最被看好 的创新药。 6月以来，AI算力造就了3只"翻倍基"，13只收益超80%的基金。值得一提的是，近3个月基金收益 TOP20产品全部重仓AI算力。 事实上，8月以来，大量重仓AI基金已由亏转盈。 如果从本轮AI算力概念股4月9日触底反弹算起，市场上已诞生了19只"翻倍基"（其中18只重仓AI），98 只基金收益超80%，大部分都来自AI算力。 8月，A股的AI算力概念股进一步开启了加速拉升行情。最新的一个交易日8月25日，寒武纪大涨 11.40%，总市值近5800亿元。仅用了一个多月时间，寒武纪就从7月10日低点520.67元/股上涨 ...

8月25日，A股主要指数高开高走，沪深两市成交额逾3万亿元。AI、半导体等科技赛道的龙头股表现强 势，成为推动市场上行的重要力量。 截至收盘，上证指数涨1.51%，报3883.56点；深证成指涨2.26%，报12441.07点；创业板指涨3.00%，报 2762.99点。沪深两市成交额总计3.14万亿元，仅次于2024年10月8日的3.45万亿元。 市场活跃度显著提升 8月25日，从A股开盘伊始，投资者便展现出较高的参与热情。开盘不足半小时，两市成交额就已连续 第63个交易日突破1万亿元。截至收盘，A股已连续9个交易日成交额超过2万亿元。 从个股来看，有5只个股成交额超200亿元，14只个股成交额超100亿元，绝大多数为科技龙头股，包括 寒武纪-U、海光信息、中兴通讯、胜宏科技、中芯国际等。 数据显示，2025年以来，A股累计成交额已达236.82万亿元，超越历史上大多数年份的全年成交额，仅 次于2021年、2024年和2015年。这一数据反映出今年市场活跃度的显著提升。 上证指数日K线图 张大伟 制图 数据显示，2025年以来，A股累计成交额已达236.82万亿元，超越历史上大多数年份的全年成交额，仅 次于 ...

Group 1 - The A-share market has reached a historic moment with the Shanghai Composite Index closing up 1.51%, and total trading volume hitting 3.177 trillion yuan, marking the second highest trading day in history [2][6]. - The market is witnessing a surge in confidence, as evidenced by the rapid increase in the index levels since May, with significant gains in a short period [4][5]. - The current bull market in A-shares is evident, with technology stocks leading the charge and attracting substantial capital inflows [6][9]. Group 2 - Various sectors are performing well, including hard technology, rare earths, biomedicine, and consumer goods, indicating a broad-based market rally [10][12]. - Notable technology stocks such as Cambrian (寒武纪) have seen significant price increases, with a recent rise of 11.4% and a five-day cumulative increase of 45.78% [14][17]. - The overall market sentiment is bolstered by favorable macroeconomic signals, including expectations of interest rate cuts from the Federal Reserve, which have positively impacted both A-shares and Hong Kong stocks [18][19]. Group 3 - The Hong Kong market is also experiencing a strong rally, with the Hang Seng Index rising 1.94%, driven by major tech companies like NIO and Alibaba [21][22]. - Alibaba's recent business restructuring and positive earnings expectations have contributed to its stock price increase, reflecting market optimism [24][25]. - The influx of capital into Hong Kong stocks is evident, with significant net inflows from both domestic and international investors, particularly in technology sectors [29][32]. Group 4 - The Hong Kong Technology 50 ETF has seen substantial inflows, indicating strong investor interest in technology stocks, which are expected to continue performing well [36][40]. - The valuation of the Hong Kong technology index remains attractive compared to historical levels, suggesting potential for further growth [38][41]. - The shift towards technology as the main driver of market growth signifies a new era for Chinese stocks, with expectations of a tech-driven bull market ahead [41].

Core Viewpoint - The AI chip sector experienced a significant surge, driven by multiple favorable news, including advancements in domestic chip design and increased demand for AI capabilities [4][5]. Group 1: Market Dynamics - The AI chip concept stocks saw a sudden spike, with companies like Cambrian, Haiguang Information, and Yuntian Lifei hitting the 20% daily limit up, while Hengsuo shares rose over 13% [4]. - A new policy financial tool worth 500 billion yuan is set to be introduced, focusing on digital economy and AI sectors, highlighting the global emphasis on AI industries [4]. Group 2: Technological Advancements - DeepSeek announced the release of DeepSeek-V3.1, which utilizes UE8M0 FP8 Scale parameters, indicating a shift towards more applications of domestic AI chips in training and inference processes [4][5]. - Deloitte's report predicts that the new generation of AI chips will exceed $150 billion by 2025, with the global AI chip market expected to grow to $400 billion by 2027 [5]. Group 3: Domestic Market Trends - There is an increasing demand for domestic AI chips driven by the growth of AI cloud server industries and the rising desire for higher domestic chip localization rates among local cloud providers [5].

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中信证券股份有限公司 关于海光信息技术股份有限公司 2025 年半年度持续督导跟踪报告 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为海光信 息技术股份有限公司（以下简称"海光信息"或"公司"或"上市公司"）首次 公开发行股票并在科创板上市的保荐人。根据《证券发行上市保荐业务管理办法》 《上海证券交易所科创板股票上市规则》等相关规定，中信证券履行持续督导职 责，并出具本持续督导 2025 年半年度跟踪报告。 一、持续督导工作概述 1、保荐人制定了持续督导工作制度，制定了相应的工作计划，明确了现场 检查的工作要求。 2、保荐人已与公司签订保荐协议，该协议已明确了双方在持续督导期间的 权利义务，并报上海证券交易所备案。 3、本持续督导期间，保荐人根据相关法规和规范性文件的要求履行持续督 导职责，具体内容包括： （1）查阅公司章程、三会议事规则等公司治理制度、三会会议材料； （2）查阅公司财务管理、会计核算和内部审计等内部控制制度； （3）查阅公司与主要股东及其关联方的资金往来明细及相关内部审议文件、 信息披露文件； （4）查阅公司募集资金管理相关制度、募集资金使用信息披露文件和决策 程序文件、募集资 ...

Group 1 - The core viewpoint of the article highlights that the A-share market indices in China experienced a collective rise, with the MSCI China A50 Connect Index increasing by approximately 1.6%, indicating strong performance among core leading assets [1] - The market reached new highs, driven primarily by high-net-worth individuals and corporate clients rather than retail investors, suggesting a shift in market participation dynamics [1] - The continuation of the current market trend requires new allocation clues rather than merely relying on "abundant money" and liquidity [1] Group 2 - The A50 ETF (159601) closely tracks the MSCI China A50 Connect Index, providing a packaged investment in 50 leading interconnected assets, making it a preferred choice for both domestic and foreign capital [1] - The MSCI China A50 Connect Index emphasizes liquidity and industry balance during its compilation, showcasing significant large-cap characteristics compared to other "beautiful 50" indices in the market [1]

8月25日，海光信息大宗交易成交9700股，成交额203.8万元，占当日总成交额的0.01%，成交价210.1元，较市场收盘价210.1元持平。 | 2025-08-25 | 海光信息 | 688041 | 210.1 203.8 | 0.97 | 中信证券股份有限 | 中信证券华南股份 | | --- | --- | --- | --- | --- | --- | --- | | 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 | | 公司上海分公司 | 卖出营业部 有限公司佛山分公 | ...