以最新收盘价计算，科创板平均股价为42.81元，其中股价超100元的有85只，股价最高的是寒武纪-U。 证券时报·数据宝统计显示，科创板股今日上涨的有294只，下跌的有296只，以收盘价为基准测算，科 创板平均股价为42.81元，其中，收盘价超过100元的有85只，股价在50元至100元之间的有129只，股价 在30元至50元的有154只。 科创板股中，收盘价最高的是寒武纪-U，今日报收1355.55元，下跌4.26%，其次是源杰科技、摩尔线 程-U等，最新收盘价分别为641.99元、587.90元。 科创板百元股中，今日平均下跌0.32%，具体来看，今日上涨的有30只，涨幅居前的有C强一、星环科 技-U、铂力特等。下跌的有54只，跌幅居前的有浩欧博、灿芯股份、昂瑞微-UW等。 向前追溯发现，科创板百元股最新收盘价相对发行价平均溢价475.82%，溢价幅度居前的有上纬新材、 寒武纪-U、安集科技等，溢价幅度分别为5137.61%、2005.22%、1626.05%。 | | 海博思创 | | | | 电力设备 | | --- | --- | --- | --- | --- | --- | | 688617 | ...

基金经理是一只基金产品最核心的成员，能决定一只基金的投资方向、投资策略以及投资风格，基金经理出色的择时选股能力和调研预测能 力是基金业绩的有力保证，所以基金经理是投资者在选择基金产品时的重要依据。基金经理的变动很大程度上会影响到基金产品未来的表 现，是一个需要特别关注的信息。12月31日共有53位基金经理发生任职变动。 根据巨灵统计的数据，近30天（12.1-12.31）共有705只基金产品的基金经理发生离职。其中今天（12.31日）有43只基金产品发布基金经理离 职公告，涉及19名基金经理。从变动原因上来看，有17位基金经理是由于工作变动而从管理的37只基金产品中离职。有2位基金经理是由于个 人原因而从管理的6只基金产品中离职。 | 基金经理 | 基金名称 | 基金代码 | 公告日期 | 变动日期 | 任职状态 | 变动原因说明 | | --- | --- | --- | --- | --- | --- | --- | | 朱辰喆 | 民生加银聚优精选混合A | 013296 | 2025/12/31 | 2025/12/31 | 离职 | 个人原因 | | | 民生加银聚优精选混合C | 025331 | ...

Core Viewpoint - The article emphasizes that 2026 is expected to be a year of significant harvest for domestic hard technology in the electronics industry, driven by advancements in AI and a consensus on performance trends within the AI industry chain [3][7]. Group 1: AI Industry Trends - The AI industry is transitioning from divergence to consensus in performance trends, with a notable recovery since the second half of 2023, marked by the return of Huawei's Mate series [3][7]. - The electronics sector has experienced a significant valuation expansion, aided by the rapid growth of passive funds and the resonance of macro policy, inventory cycles, and AI innovation cycles [3][7]. - As of December 16, 2025, the electronics sector has risen by 40.22%, ranking third among all industries [7][16]. Group 2: AI Model Evolution - The evolution of AI models is characterized by innovations in architecture, such as the mixture of experts (MoE) framework, which enhances efficiency by reducing computational load [27]. - The emergence of large models, like OpenAI's GPT-4, showcases the correlation between model size and performance, leading to significant advancements in understanding and reasoning capabilities [27]. - The demand for improved model efficiency has led to innovations in attention mechanisms, which lower computational complexity and memory requirements [27][28]. Group 3: Computing Power and Storage - The domestic chip industry is actively updating and iterating, with companies like Huawei planning to launch new chips in 2026, while the storage sector is expected to face shortages and price increases throughout the year [9]. - The demand for AI-driven storage solutions is projected to increase, with DRAM bit demand expected to rise by 26% year-on-year in 2026, driven by AI applications [9]. Group 4: Power and Connectivity - The optimization of data transfer and communication within servers is becoming a critical breakthrough for enhancing computing power, with the global high-speed interconnect chip market expected to reach $21.2 billion by 2030 [11]. - The increasing power consumption of data center chips necessitates advancements in power supply architectures, with a shift towards high-density power solutions [11]. Group 5: Semiconductor Industry - The semiconductor sector is anticipated to benefit from a recovery in demand, with a focus on domestic manufacturing and the rise of analog chips, which are expected to see increased adoption due to their potential for localization [12]. - The global semiconductor market is projected to achieve double-digit growth for three consecutive years from 2024 to 2026, driven by advancements in AI and domestic chip design [12][14].

Core Viewpoint - Haiguang Information's DCU series products are essential for high-performance computing, artificial intelligence, and scientific computing, with the ShenSuan 3 already in the market and widely recognized for its performance and ecosystem compatibility [1] Group 1: Product Development - The ShenSuan 3 has been deployed in various core applications, including AI training/inference, scientific computing, and financial risk control, demonstrating its versatility [1] - The development of the next-generation product, ShenSuan 4, is progressing smoothly, indicating the company's commitment to innovation [1] Group 2: R&D Investment - The company is increasing its R&D investment, focusing on enhancing product performance and adaptability to different scenarios, which is crucial for maintaining competitive advantage [1]

Core Viewpoint - Haiguang Information's DCU series products are essential for high-performance computing, artificial intelligence, and scientific computing, with the ShenSuan 3 already in the market and widely recognized by customers for its performance and ecosystem compatibility [1] Group 1 - The ShenSuan 3 product has been deployed in various core applications, including AI training/inference, scientific computing, and financial risk control [1] - The development of the next-generation product, ShenSuan 4, is progressing smoothly, indicating ongoing innovation within the company [1] - The company's products are fully compatible with DeepSeek, enhancing their market adaptability and appeal [1]

Market Performance - On December 30, A-shares showed mixed performance with the Shanghai Composite Index closing flat at 3965.12 points, the Shenzhen Component Index rising by 0.49% to 13604.07 points, and the ChiNext Index increasing by 0.63% to 3242.90 points [1] Fund Manager Changes - On December 30, a total of 13 fund managers experienced changes in their positions, with 640 fund products having manager changes in the past 30 days [3] - One fund manager left due to a job change, managing two funds during their tenure [3] - Tianhong Fund's Wang Fan managed assets totaling 254 million yuan, with the highest return of 17.84% on the Tianhong Yongyu Balanced Pension Fund over 3 years and 193 days [3] New Fund Managers - On December 30, 24 fund products announced new fund managers, involving 12 fund managers [4] - Baiying Fund's Cai Dan manages assets of 2.597 billion yuan, with the highest return of 103.05% on the Baiying CSI A100 Index Enhanced Fund over 8 years and 149 days [4] Fund Research Activity - In the past month (November 30 to December 30), Huaxia Fund conducted the most company research, engaging with 42 listed companies, followed by Southern Fund, Bosera Fund, and Huitianfu Fund with 37, 34, and 32 companies respectively [6] - The most researched industry was specialized equipment with 155 instances, followed by computer equipment with 111 instances [6] Recent Fund Research Focus - In the last week (December 23 to December 30), the most researched company was Pulite, a plastic products company, with 28 fund institutions participating in the research [7] - Other companies with significant research attention included Nord Shares, Xiangyu Medical, and Desai Xiwai, with 23, 22, and 22 fund institutions respectively [7]

Group 1 - The China AI 50 concept index rose by 1.37%, ranking 7th among concept sectors, with 19 stocks increasing in value, including Green Harmony Wave, Lexin Technology, and Cambricon, which rose by 9.19%, 5.41%, and 4.22% respectively [1][2] - The concept sector saw a net inflow of 2.195 billion yuan, with 15 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflows, led by Cambricon with 1.1 billion yuan [2][3] - The top three stocks by net inflow ratio were Haitan Ruisheng, Northern Huachuang, and Cambricon, with net inflow ratios of 10.82%, 8.71%, and 8.55% respectively [3][4] Group 2 - The stocks with the highest daily increase included Cambricon (4.22%), Haiguang Information (2.64%), and Northern Huachuang (1.37%) [3][4] - Stocks that experienced the largest declines included Youke De (-2.71%), Softcom Power (-0.87%), and Weichai Heavy Industry (-0.58%) [5] - The overall performance of the China AI 50 concept indicates a positive trend in the sector, with significant capital inflows and a majority of stocks showing gains [1][2][3]

Core Viewpoint - The average stock price of the Sci-Tech Innovation Board is 43.02 yuan, with 82 stocks priced over 100 yuan, indicating a mixed performance in the market today [1][2]. Group 1: Market Performance - A total of 226 stocks on the Sci-Tech Innovation Board rose today, while 365 stocks fell [1]. - The highest closing price was recorded by Cambrian-U at 1415.80 yuan, which increased by 4.22% [1]. - Among the stocks priced over 100 yuan, the average increase was 2.55%, with 39 stocks rising and 42 stocks falling [1]. Group 2: Notable Stocks - Weichuang Electric's stock price reached 103.55 yuan, marking a 10.81% increase, with a turnover rate of 5.80% and a trading volume of 1.196 billion yuan [1]. - Cambrian-U, Weichuang Electric, and Haiguang Information were among the top stocks with significant net inflows of capital today [2]. Group 3: Premium and Industry Concentration - The average premium of stocks priced over 100 yuan relative to their issue price is 495.75%, with notable premiums from stocks like Shangwei New Materials and Cambrian-U [2]. - The electronic, machinery equipment, and computer industries have the highest concentration of stocks priced over 100 yuan, with 43, 10, and 9 stocks respectively [2]. Group 4: Financing and Capital Flow - The total financing balance for stocks priced over 100 yuan is 109.932 billion yuan, with Cambrian-U leading at 15.757 billion yuan [2]. - The net inflow of capital for stocks priced over 100 yuan today was 1.566 billion yuan, with significant outflows from stocks like Changguang Huaxin and Zhenlei Technology [2].

Group 1: Policy and Industry Dynamics - The Shanghai Stock Exchange released guidelines to expand the fifth listing standard for commercial rocket companies on the Sci-Tech Innovation Board, aiming to support the innovation and development of the commercial aerospace sector [1][17] - The guidelines consist of 14 articles detailing requirements related to business scope, "hard technology" attributes, and standards for commercial rocket enterprises, providing targeted support for high-quality companies without significant revenue [1][17] - Several rocket companies have recently submitted IPO counseling records, indicating a growing interest in capital market participation [1][17] Group 2: Market Overview and Trends - The commercial rocket industry is at a critical stage of large-scale commercialization, necessitating further support from the capital market [2][18] - The Sci-Tech Innovation Board focuses on hard technology, including sectors like electronic chips, emerging software, and new information technology services, reflecting the rise of advanced manufacturing in China [2][18] - Recent trends show a rebound in the Sci-Tech Innovation Board, particularly in sectors such as chips, information technology, and new materials [3][19] Group 3: Sector Performance - The top five industries on the Sci-Tech Innovation Board are electronics, biomedicine, power equipment, computers, and machinery, collectively accounting for 88.2% of the board's market capitalization [4][20] - The semiconductor sector has seen significant interest, with a notable rebound in chip stocks driven by demand for AI computing infrastructure [21] - The high-end equipment manufacturing sector is experiencing growth, with a 15.4% year-on-year increase in engineering machinery import and export trade, reflecting a recovery in overseas demand [22] Group 4: Investment Opportunities - The AI computing demand is expected to surge, with continued capital investment from cloud vendors driving high demand for advanced chips [21] - The domestic engineering machinery update cycle is starting, supported by favorable policies in real estate and infrastructure [22] - The pharmaceutical sector remains active, with multiple innovative drugs and medical devices receiving approvals, indicating a robust pipeline for growth [23]

Group 1 - The core viewpoint of the news is that Haiguang Information has shown significant financial performance and trading activity, with notable increases in revenue and net profit year-on-year [2][3]. - As of December 29, Haiguang Information's stock price increased by 0.75%, with a trading volume of 3.508 billion yuan and a net financing buy of -9.8262 million yuan [1]. - The company's financing balance reached 72.57 billion yuan, which is above the 60th percentile level over the past year, indicating a high level of financing activity [1]. Group 2 - For the period from January to September 2025, Haiguang Information achieved an operating income of 9.49 billion yuan, representing a year-on-year growth of 54.65%, and a net profit attributable to shareholders of 1.961 billion yuan, up 28.56% year-on-year [2]. - The company has distributed a total of 743 million yuan in dividends since its A-share listing [3]. - As of September 30, 2025, the number of shareholders increased to 127,500, a rise of 59.34%, with an average of 18,230 circulating shares per person, up 64.54% [2].