从主力资金连续性进行观察，共有50只个股主力资金连续3个交易日以上持续净流入，连续净流入天数 最多的是德龙激光、聚石化学等7只股，主力资金均连续净流入5天。主力资金连续流出的个股有149 只，连续流出天数最多的是凯因科技，该股已连续18个交易日净流出；连续净流出天数较多的还有海创 药业、洁特生物等，主力资金分别连续流出13天、12天。（数据宝） 主力资金净流入排名 沪深两市全天主力资金净流入119.83亿元，其中，科创板主力资金净流入34.57亿元，主力资金净流入的 有264只股，主力资金净流出的有336只股。 | 代码 | 简称 | 主力资金净流入（万 | 主力资金流入率 | 涨跌幅 | 换手率 | | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | （%） | （%） | | 688041 | 海光信息 | 130136.90 | 7.33 | 13.34 | 2.68 | | 688981 | 中芯国际 | 116520.29 | 9.48 | 4.10 | 4.85 | | 688008 | 澜起科技 | 89360.21 | 6.36 | 1 ...

两市全天特大单净流入252.12亿元，其中68股特大单净流入超2亿元，海光信息特大单净流入19.82亿 元，特大单净流入资金居首。 沪指今日收盘上涨0.08%。资金面上看，沪深两市全天特大单净流入252.12亿元，共计2232股特大单净 流入，2687股特大单净流出。 从申万一级行业来看，今日有16个行业特大单资金净流入，电子特大单净流入规模居首，净流入资金 179.17亿元，该行业指数今日上涨2.62%，其次是有色金属，今日上涨2.79%，净流入资金为59.02亿 元，净流入资金居前的还有计算机、机械设备等行业。 特大单资金净流出的行业共有15个，净流出资金最多的是国防军工，特大单净流出资金16.97亿元，其 次是电力设备，特大单净流出资金16.90亿元，净流出资金居前的还有传媒、食品饮料等行业。 具体到个股来看，68股特大单净流入超2亿元，海光信息特大单净流入19.82亿元，净流入资金规模居 首；中科曙光特大单净流入资金16.77亿元，位列第二；净流入资金居前的还有中国长城、中芯国际、 工业富联等。特大单净流出股中，信维通信特大单净流出资金13.80亿元，净流出资金最多；山子高 科、特变电工特大单净流出资 ...

Core Viewpoint - The average stock price of the STAR Market is 48.62 yuan, with significant price variations among stocks, indicating a robust market performance and investor interest in high-value stocks [1]. Group 1: Stock Performance - A total of 441 stocks on the STAR Market rose today, while 151 declined, reflecting overall positive market sentiment [1]. - The highest closing price was recorded by Cambrian-U at 1353.87 yuan, which increased by 0.81% [1]. - Among stocks priced over 100 yuan, the average increase was 2.52%, with notable gainers including Longxin Technology and Chipone Microelectronics [1]. Group 2: Price Premiums - The average premium of stocks priced over 100 yuan relative to their issue price is 524.18%, with the highest premiums seen in companies like Shuwei New Materials and Anji Technology [1]. - The premium rates for these companies are 6144.67%, 2186.27%, and 2002.61% respectively, indicating strong investor confidence [1]. Group 3: Industry Concentration - The majority of stocks priced over 100 yuan are concentrated in the electronics, computer, and machinery sectors, with 48, 13, and 12 stocks respectively [1]. Group 4: Capital Flow - The net inflow of main funds into stocks priced over 100 yuan today was 35.98 billion yuan, with leading inflows from Haiguang Information and SMIC [2]. - Conversely, the stocks with the highest net outflows included Zhenlei Technology and Baiwei Storage, with outflows of 406.05 million yuan and 326.70 million yuan respectively [2]. Group 5: Margin Trading - The total margin balance for stocks priced over 100 yuan is 127.72 billion yuan, with Cambrian-U and SMIC having the highest balances of 15.18 billion yuan and 13.27 billion yuan respectively [2].

主力资金净流出的行业有17个，电力设备行业主力资金净流出规模居首，全天净流出资金66.88亿元， 其次是国防军工行业，净流出资金为29.06亿元，净流出资金较多的还有食品饮料、传媒、商贸零售等 行业。 沪指1月21日上涨0.08%，申万所属行业中，今日上涨的有18个，涨幅居前的行业为有色金属、电子， 涨幅分别为2.79%、2.62%。电子行业位居今日涨幅榜第二。跌幅居前的行业为银行、煤炭，跌幅分别 为1.58%、1.57%。 电子行业今日上涨2.62%，全天主力资金净流入163.69亿元，该行业所属的个股共476只，今日上涨的有 393只，涨停的有17只；下跌的有78只。以资金流向数据进行统计，该行业资金净流入的个股有285只， 其中，净流入资金超亿元的有59只，净流入资金居首的是工业富联，今日净流入资金14.86亿元，紧随 其后的是海光信息、华天科技，净流入资金分别为13.01亿元、12.08亿元。电子行业资金净流出个股 中，资金净流出超亿元的有15只，净流出资金居前的有信维通信、香农芯创、蓝思科技，净流出资金分 别为16.92亿元、7.47亿元、4.38亿元。（数据宝） 电子行业资金流入榜 资金面上看，两 ...

1月20日消息，德国CISPA亥姆霍兹中心研究人员公布了一项名为"StackWarp"的安全漏洞，消息初期被 传为波及AMD Zen架构全系列处理器，引发行业关注。不过，AMD迅速响应，不仅公布了漏洞完整详 情、受影响产品型号及修复措施，还发布声明澄清事实，平息市场恐慌。 图源： cyberkendra AMD在声明中明确表示，该漏洞通过内部测试、外部研究社区合作及漏洞赏金计划被发现，编号为 AMD-SB-3027与CVE-2025-29943，属于"客户栈指针损坏漏洞"，官方将其划定为低危（Low Severity）。"SB-3027公告所涉及的低危漏洞正是这些努力的成果，相关补丁自去年7月起便已可用于 AMD EPYC产品。"AMD强调，其持续通过多重举措保障终端用户及客户安全。 据AMD官网安全报告解释，StackWarp漏洞源于访问控制措施存在缺陷，未能阻止虚拟机管理程序对一 项内部配置位进行设置，本质是由翻转未公开的MSR寄存器位引发的CPU栈损坏问题。公开资料显 示，该漏洞主要利用CPU栈引擎对栈指针实施确定性篡改，从而打破AMD SEV-SNP完整性。根据AMD 给出的补丁方案，为了彻底阻断攻击 ...

Core Viewpoint - The semiconductor sector is experiencing strong performance, with significant gains in various stocks, particularly in the CPU and AI-related segments [1][3][5]. Semiconductor Sector Performance - The Shanghai Composite Index showed slight fluctuations, closing up 0.08% at 4116.94 points, while the ChiNext Index rose 0.54% and the Sci-Tech 50 Index surged 3.53% [1]. - The semiconductor sector was notably strong, with leading CPU stock Loongson Technology hitting a 20% limit up, and Haiguang Information rising over 13% [3][1]. AI and Server Demand - The demand for server CPUs is expected to grow due to the ongoing evolution of generative AI, with cloud vendors upgrading their data center architectures and replacing older CPUs [5]. - AMD and Intel have recently increased server CPU prices by 10%-15%, indicating a trend that is likely to impact the domestic market [4]. Glass Substrate Industry - The glass substrate industry is transitioning from technology validation to early-stage mass production, with expectations for commercial shipments to begin in 2026 [7]. - The compound annual growth rate for semiconductor glass wafer shipments is projected to exceed 10% from 2025 to 2030 [7]. AI Industry Chain Stocks - Stocks related to the AI industry chain saw significant increases, with Zhishang Technology hitting a 20% limit up and other companies like Robotech and Lian Technology also experiencing notable gains [9][11]. - The integration of AI applications is anticipated to drive further growth in computational power and related sectors [11]. TSMC Financial Performance - TSMC's latest financial report exceeded market expectations in revenue, net profit, gross margin, and capital expenditure guidance, indicating strong future demand in the computational power sector [12].

Core Viewpoint - The semiconductor sector is experiencing strong performance, with significant gains in various stocks, particularly in CPU and AI-related companies [2][5][11]. Semiconductor Sector Performance - The A-share market saw nearly 3,100 stocks in the green, with the semiconductor sector leading the charge. Notable stocks include Longxin Zhongke, which hit a 20% limit up, and Haiguang Information, which rose over 13% [2][5]. - The overall market capitalization for the semiconductor sector is bolstered by rising prices for server CPUs, with AMD and Intel increasing prices by 10%-15% [6][7]. Glass Substrate Concept Surge - The glass substrate concept has gained traction, with stocks like Woge Optoelectronics, Jinrui Mining, and Maigemi Tech hitting their daily limit up. The glass substrate industry is transitioning from technology validation to early-stage mass production, with expectations for commercial shipments to begin in 2026 [8][10]. AI Industry Chain Stocks Rally - AI-related stocks, particularly in the CPO concept, have seen significant increases, with Zhishang Technology reaching a 20% limit up and Robotech rising nearly 15% [12][14]. - The demand for AI servers is increasing, driven by the need for upgraded architectures in data centers, which is expected to sustain growth in the server CPU market [7][14].

证券之星消息，1月21日半导体板块较上一交易日上涨3.75%，龙芯中科领涨。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。半导体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688047 | 龙心中科 | 177.72 | 20.00% | 13.06万 | | 22.43亿 | | 688691 | 灿芯股份 | 159.00 | 15.78% | 10.50万 | | 15.83亿 | | 688141 | 不华特 | 52.99 | 13.83% | 28.88万 | | 14.84亿 | | 688041 | 海光信息 | 288.11 | 13.34% | 62.37万 | | 177.46亿 | | 688008 | 澜起科技 | 160.02 | 11.90% | 90.35万 | | 140.54亿 | | 688536 | 思瑞浦 | 196.63 | 11.01% | 9.29万 | ...

今日（1月21日）科创板大涨，创业板亦有亮眼表现，覆盖科创板+创业板高成长龙头的硬科技宽基——双创龙头ETF（588330）场内价格盘中涨超3.1%， 现涨2.51%。 | 序号 | 名称 | 涨跌幅 | 两日图 | 申万一级行业 | 由万 级行业 | 由万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 成本中科 | 20.00% | | | 未言体 | 数字芯片设计 | 713亿 | 21.53亿 | | 2 | 漏起科技 | 13.96% | | | 半导体 | 数字芯片设计 | 1868亿 | 118.41亿 | | 3 | 海光信息 | 13.63% | | | 未言体 | 数字芯片设计 | 6714亿 | 153.75亿 | | 4 | 三环集团 | 6.32% | | | 元件 | 被动力性 | 1022亿 | 11.95亿 | | 5 | 芯原股份 | 5.71% | | | 半导体 | 数字芯片设计 | 1035亿 | 41.21亿 | | 6 | 去邦股份 | 5.64% | | | ...

存储芯片板块活跃，龙芯中科开盘即20CM涨停，海光信息大涨13%，带动集成电路ETF涨超5%，年内 涨超18%。 集成电路ETF跟踪中证全指集成电路指数，是布局全产业链芯片龙头的便捷工具，权重股包括寒武纪、 中芯国际、海光信息、兆易创新、澜起科技、豪威集团、紫光国微、长电科技、芯原股份、通富微电等 公司。 消息面上，韩国两大存储芯片巨头三星电子和SK海力士据报将继续削减NAND闪存产量，或加剧供应 短缺情况。据韩媒援引市场研究机构Omdia数据称，三星电子今年NAND晶圆产量将从去年的490万片 降至468万片，甚至低于2024年因盈利能力恶化而实施的减产水平。SK海力士的NAND产量也将从去年 约190万片降至今年的170万片。 此外，美光科技近日表示，过去一个季度内存芯片短缺的情况愈演愈 烈，并重申由于人工智能基础设施所需的高端半导体需求激增，这种短缺状况将持续到今年以后。 集邦咨询报告显示，全球8英寸晶圆供需正步入失衡期。受台积电、三星电子战略性削减产能影响， 2026年全球8英寸代工总产能将萎缩2.4%。而AI驱动的电源管理芯片(Power IC)等产品需求维持强劲， 正拉动行业平均产能利用率回升至9 ...