Group 1 - The semiconductor industry is benefiting from the growth in AI demand, with major companies like TSMC and Samsung accelerating capacity expansion, leading to increased investment in the supply chain [1] - Guolian Securities indicates that the domestic CPU industry chain is accelerating its localization, with companies like Haiguang Information and Loongson receiving policy and market support, and the market size is expected to reach hundreds of billions [1] - Guotai Junan Electronics believes that AI agent technology is driving the growth in CPU demand, requiring companies like Intel and AMD to optimize their architectures for high-concurrency AI tasks, with data centers and edge computing becoming key growth points [1] Group 2 - Zheshang Securities points out that the storage industry is experiencing structural opportunities driven by AI technology, with Dongxin Co. enhancing its "storage-computing integration" capabilities through Wi-Fi 7 chip and high-performance GPU developments [2] - Pacific Securities emphasizes that TSMC's massive capital expenditure indicates a positive outlook for the AI industry chain, suggesting that domestic equipment and material manufacturers will encounter structural opportunities as the localization replacement window opens [2]

（文章来源：证券时报网） 龙芯中科股价创出历史新高，截至9:32，该股上涨11.47%，股价报198.10元，成交量638.81万股，成交 金额12.75亿元，换手率1.59%，该股最新A股总市值达794.38亿元，该股A股流通市值794.38亿元。 公司发布的三季报数据显示，前三季度公司共实现营业收入3.51亿元，同比增长13.94%，实现净利 润-3.94亿元，同比下降14.89%，基本每股收益为-0.9800元。 证券时报·数据宝统计显示，龙芯中科所属的电子行业，目前整体涨幅为1.59%，行业内，目前股价上涨 的有370只，涨停的有盈方微、金安国纪等4只。股价下跌的有115只，跌幅居前的有晶瑞电材、格林 达、深纺织A等，跌幅分别为5.71%、3.80%、3.59%。 两融数据显示，该股最新（1月21日）两融余额为10.19亿元，其中，融资余额为10.14亿元，近10日增加 7073.88万元，环比增长7.50%。 ...

Group 1 - The core point of the article highlights that the Sci-Tech Innovation 50 Index experienced an initial increase of over 2% [1] - Longxin Zhongke, a leading component stock, surged by 12.6%, contributing significantly to the index's performance [1]

1月21日，市场冲高回落，沪指午后一度翻绿。沪深两市成交额2.6万亿，较上一个交易日缩量1771亿。盘面上，市场热点快速轮动，全市场超3000只个股上 涨，90只股涨停。从板块来看，贵金属概念全天领涨，四川黄金、招金黄金涨停。芯片产业链爆发，华天科技、龙芯中科、至正股份等十余股涨停。锂矿概 念震荡反弹，盛新锂能、大中矿业、国城矿业涨停。油气概念表现活跃，惠博普、洲际油气涨停。下跌方面，大消费板块集体走弱，白酒方向领跌。银行板 块震荡下跌，农业银行跌近3%。截至收盘，沪指涨0.08%，深成指涨0.7%，创业板指涨0.54%。 今日全市场（不含ST股、退市股）共79股涨停，连板股总数8只，25股封板未遂，封板率为76%。焦点股方面，优必选入主的锋龙股份16连板，电网设备板 块广电电气4连板，黄金股四川黄金5天3板。 一、板块异动 二、涨跌停温度 三、涨跌家数 四、涨停揭秘 | | | | 金融界股灵通复盘(1.21) | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 最终封板 | 几天儿板 | | | | | | 【国产芯片】 | | | 代码 | 简称 | 时间 | ...

当前存储缺货涨价行情有望向CPU品类蔓延，甚至被视为"下一个存储的机会"。1月21日，A股CPU概念 股启动，龙芯中科涨停，海光信息涨超13%创历史新高，中国长城（000066）涨停。 消息面上，机构KeyBanc数据显示，由于超大规模云服务商"扫货"，英特尔与AMD在2026全年的服务器 CPU产能已基本售完。为了应对供需极端失衡并确保后续供应稳定，两家公司均计划将服务器CPU价格 上调10—15%。 截至记者发稿，上述涨价消息未获官方确认。英特尔与AMD分别将于当地时间1月22日与2月3日披露财 报，日前华尔街多家投行上调公司目标价。市场观点认为，本轮涨价主要由于AI推理规模的扩大提高 了CPU需求，加上先进制程与先进封装等关键资源扩张慢，加之GPU等芯片产能挤压，CPU厂商向下传 导价格。 在CPU涨价消息催化下，A股CPU板块强势上涨。相比之下，美股AMD股价微涨，英特尔上涨3.41%。 另外，中国长城最新业绩预告显示，2025年归属上市公司净利润亏损约3500万元至7000万元，比上年同 期大幅减亏。据介绍，公司优化业务结构与产品矩阵，实现营业收入稳步增长，另外公司剥离非核心资 产取得较高的投资处置 ...

Group 1 - A-shares opened on January 21 with all three major indices rising, with the Shanghai Composite Index increasing by 0.11%, led by gains in the electronics, communications, and defense sectors, while coal and retail sectors saw declines [1] - The domestic substitution trend is gaining momentum, with semiconductor technology stocks performing strongly; the Chip ETF (159995.SZ) rose by 3.11%, with key component stocks like Loongson Technology up by 20.00%, Haiguang Information up by 8.95%, and others showing significant increases [1] Group 2 - Alibaba held a product launch for the Qianwen APP, which integrates over 400 new features and connects with various Alibaba ecosystem services, marking a shift towards AI-driven operations [3] - According to Guotai Junan Securities, the rapid iteration of domestic model products like Qianwen is expected to stimulate demand for domestic computing power investments, enhancing the maturity of mainstream applications and increasing capital expenditure and penetration rates of domestic computing chips [3] - The Chip ETF (159995) tracks the Guozheng Chip Index, comprising 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, including major players like SMIC and Cambrian [3]

一、强势个股 二、强势概念板块 根据A股概念涨跌幅与所对应的股票池综合分析，涨幅靠前的三个概念板块分别为：金属铅、金属锌与黄金概念。排名前10位的概念板块相关数据见下表： | 概念名称 | 涨跌幅 (%) | 涨停用 | | --- | --- | --- | | 金属铝 | 5.01 | | | 金属锌 | 4.83 | | | 黄金概念 | 3.82 | | | 金属铜 | 3.33 | | | 先进封装 | 3.11 | | | 共封装光学 (CPO) | 3.09 | | | 存储芯片 | 2.8 | | | PCB概念 | 2.79 | | | 富士康概念 | 2.76 | | | 光刻机 | 2.76 | | （文章来源：21世纪经济报道） 截至1月21日收盘，上证综指上涨0.08%，收于4116.94点，深证成指上涨0.7%，收于14255.12点，创业板指上涨0.54%，收于3295.52点。今日沪深两市A股共 计90只涨停，综合当前连板数以及当日龙虎榜数据，其中较为强势的前三只个股分别为：广电电气（601616）、湖南白银（002716）与红宝丽（002165）。 今日强势个股前10位具体数 ...

Core Viewpoint - The article discusses the recent performance of the A-share market, highlighting significant gains in technology stocks, particularly in the semiconductor sector, driven by supply shortages and price increases in CPUs and memory chips [1][18]. Group 1: Market Performance - On January 21, the three major indices in the A-share market collectively rose, with the Shanghai Composite Index increasing by 0.08%, the Shenzhen Component Index by 0.70%, and the ChiNext Index by 0.53% [18]. - The total trading volume across the three markets was 26,240 billion, a decrease of 1,804.27 billion from the previous day, with over 300 stocks rising [18]. - A total of 91 stocks hit the daily limit up, with the maximum consecutive limit up reaching 16 [18]. Group 2: Semiconductor Sector - The semiconductor sector saw a significant rebound, with domestic chip stocks surging. Notably, Longxin Technology hit the daily limit up, and several other stocks like Yingfang Micro and Tongfu Microelectronics also reached their daily limits [18]. - The increase in stock prices is attributed to a shortage in memory chips, with U.S. companies like Micron, Seagate, and SanDisk hitting record highs [18]. - Intel and AMD are expected to raise server CPU prices by 10%-15% in 2026, further driving interest in the semiconductor supply chain [2][18]. Group 3: CPU Demand and AI Impact - The demand for CPUs is projected to increase significantly due to the rise of AI agents, with estimates suggesting a need for up to 1,760,899 CPUs in optimistic scenarios for 2024, compared to a global shipment of 3,200 million CPUs [3]. - The article emphasizes that CPUs may become a bottleneck before GPUs in AI applications, as they are crucial for generating and evaluating tasks in reinforcement learning [11]. - A new paradigm proposed in the DeepSeek paper highlights the importance of CPU memory in handling large parameters, suggesting a shift in how AI models are structured [11][12]. Group 4: Material Costs and Industry Outlook - Japanese semiconductor material manufacturer Resonac announced a price increase of over 30% for PCB materials starting March 1, which could impact the overall cost structure in the semiconductor industry [12]. - Goldman Sachs projects a compound annual growth rate of 34% for optical modules from 2026 to 2028, with expected shipments reaching 94 million units by 2028, indicating a positive outlook for the optical communication sector [18].

| 代码 | 名称 | 价格 | 不跌 | | 涨幅� 换手% 几天几板[2 ... | 成交额 | 成交量 涨停分析 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300391 | *ST-K-25 | 0.64 | +0.11 | +20.75% | 14.83% 2天2板 | 32177 | 51.97万 退市风险+中药 | | 301 486 | 致尚科技 | 163.20 +27.20 | | +20.00% | 12.03% 自板涨停 | 13.28 7 | 87193 拟并购恒扬数 | | 301200 | 大族数控 | 161.34 +26.89 | | +20.00% | 2.21% 首板涨停 | 13.64 Z | 85656 AI算力+PCB设 | | 301031 | 中熔电气 | 143.40 | +23.90 | +20.00% | 7.31% 自板涨停 | 7.20 乙 | 20281 2025年报预增 | | 301023 | 奕帆传动 | 55.92 | +9.32 | +20.00% | 8.21% 首板涨停 | ...

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].