证券之星消息，9月5日IT服务板块较上一交易日上涨2.14%，航天宏图领涨。当日上证指数报收于 3812.51，上涨1.24%。深证成指报收于12590.56，上涨3.89%。IT服务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) | | | --- | --- | --- | --- | --- | --- | --- | | 688066 | 航天宏图 | 36.28 | 15.17% | 51.59万 | | 17.90亿 | | 688088 | 虹软科技 | 61.60 | 10.79% | 16.51万 | | 9.58亿 | | 301316 | 慧博云通 | 62.05 | 6.38% | 19.58万 | | 11.73亿 | | 688004 | 博汇科技 | 24.41 | 5.95% | - 3.38万 | | 8153.24万 | | 300096 | ST易联众 | 6.14 | 5.86% | 30.93万 | | 1.86 Z | | 301396 | 宏景科技 | 70.80 | 5.55% | 11.04万 | | 7. ...

华安智能装备主题股票A（001072）成立日期2015年4月24日，最新规模8.51亿。今年以来收益 23.93%，同类排名1301/4222；近一年收益62.82%，同类排名1016/3795；成立以来收益194.98%。 9月5日，虹软科技涨5.18%，截至发稿，报58.48元/股，成交5.61亿元，换手率2.48%，总市值234.60亿 元。 资料显示，虹软科技股份有限公司位于浙江省杭州市滨江区长河街道滨兴路392号(虹软大厦)，成立日 期2003年2月25日，上市日期2019年7月22日，公司主营业务涉及视觉人工智能技术的研发和应用,为智 能手机、智能汽车、物联网(IoT)等智能设备提供一站式视觉人工智能解决方案。主营业务收入构成 为：移动智能终端视觉解决方案82.69%，智能汽车及其他AIoT智能设备视觉解决方案15.76%，其他 1.55%。 从基金十大重仓股角度 数据显示，华安基金旗下1只基金重仓虹软科技。华安智能装备主题股票A（001072）二季度持有股数 55.21万股，占基金净值比例为2.85%，位居第十大重仓股。根据测算，今日浮盈赚取约159万元。 风险提示：市场有风险，投资需谨慎。本文 ...

中欧中证1000指数增强A（017919）成立日期2023年3月2日，最新规模2.05亿。今年以来收益22.7%， 同类排名1787/4222；近一年收益59.66%，同类排名1256/3789；成立以来收益20.54%。 9月4日，虹软科技跌5.17%，截至发稿，报55.00元/股，成交8.83亿元，换手率3.84%，总市值220.64亿 元。 资料显示，虹软科技股份有限公司位于浙江省杭州市滨江区长河街道滨兴路392号(虹软大厦)，成立日 期2003年2月25日，上市日期2019年7月22日，公司主营业务涉及视觉人工智能技术的研发和应用,为智 能手机、智能汽车、物联网(IoT)等智能设备提供一站式视觉人工智能解决方案。主营业务收入构成 为：移动智能终端视觉解决方案82.69%，智能汽车及其他AIoT智能设备视觉解决方案15.76%，其他 1.55%。 从基金十大重仓股角度 数据显示，中欧基金旗下1只基金重仓虹软科技。中欧中证1000指数增强A（017919）二季度持有股数 4.69万股，占基金净值比例为0.6%，位居第六大重仓股。根据测算，今日浮亏损失约14.08万元。 宋婷累计任职时间196天，现任基金资 ...

平安国证2000ETF（159521）成立日期2023年8月25日，最新规模1599.68万。今年以来收益24.28%，同 类排名1620/4222；近一年收益59.52%，同类排名1258/3789；成立以来收益19.18%。 平安国证2000ETF（159521）基金经理为李严。 截至发稿，李严累计任职时间1年255天，现任基金资产总规模126.11亿元，任职期间最佳基金回报 57.26%， 任职期间最差基金回报11.99%。 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。 责任编辑：小浪快报 9月4日，虹软科技跌5.17%，截至发稿，报55.00元/股，成交8.83亿元，换手率3.84%，总市值220.64亿 元。 资料显示，虹软科技股份有限公司位于浙江省杭州市滨江区长河街道滨兴路392号(虹软大厦)，成立日 期2003年2月25日，上市日期2019年7月22日，公司主营业务涉及视觉人工智能技术的研发和应用,为智 能手机、智能汽车、物联网(IoT)等智能设备提供一站 ...

Company Overview - Hongsoft Technology Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on February 25, 2003. The company went public on July 22, 2019. Its main business involves the research and application of visual artificial intelligence technology, providing one-stop visual AI solutions for smart devices such as smartphones, smart cars, and IoT [1][2]. Financial Performance - As of June 30, 2025, Hongsoft Technology achieved operating revenue of 410 million yuan, representing a year-on-year growth of 7.73%. The net profit attributable to shareholders was 88.54 million yuan, showing a significant increase of 44.06% year-on-year [2]. - The company has distributed a total of 524 million yuan in dividends since its A-share listing, with 299 million yuan distributed over the past three years [3]. Stock Performance - As of September 4, Hongsoft Technology's stock price was 56.82 yuan per share, with a market capitalization of 22.795 billion yuan. The stock has increased by 48.32% year-to-date, with a 3.37% rise over the last five trading days, 11.83% over the last 20 days, and 24.17% over the last 60 days [1]. - The number of shareholders as of June 30, 2025, was 20,100, a decrease of 8.42% from the previous period, while the average circulating shares per person increased by 9.20% to 19,938 shares [2]. Shareholder Composition - As of June 30, 2025, the top ten circulating shareholders included Taixin Small and Medium Cap Selected Mixed Fund, which held 3.83 million shares, an increase of 170,000 shares from the previous period. Additionally, the Golden Eagle Technology Innovation Stock A became a new shareholder with 2.77 million shares [3].

Market Overview - The Shanghai Composite Index fell by 0.45% on September 2, with six industries experiencing gains, led by the banking and public utilities sectors, which rose by 1.95% and 0.99% respectively [1] - A total of 27 industries saw net outflows of capital, with the electronics sector leading the outflow at 34.544 billion yuan, followed by the computer sector with a net outflow of 24.560 billion yuan [1] Computer Industry Performance - The computer industry experienced a decline of 4.06%, with 319 out of 335 stocks in the sector falling, including two stocks hitting the daily limit down [2] - Among the stocks in the computer sector, 42 saw net inflows, with seven stocks receiving over 50 million yuan in net inflows, led by iFlytek with a net inflow of 195 million yuan [2] - The top three stocks with the highest net outflows included Inspur Information, Tonghuashun, and Zhinan Zhen, with net outflows of 1.378 billion yuan, 1.092 billion yuan, and 920 million yuan respectively [2] Capital Flow in Computer Sector - The top stocks with net inflows in the computer sector included: - iFlytek (002230) with a gain of 0.49% and a capital flow of 195.46 million yuan - Aerospace Hongtu (688066) with a gain of 1.91% and a capital flow of 112.35 million yuan - Hongsoft Technology (688088) with a decline of 5.83% and a capital flow of 96.93 million yuan [3] - The stocks with the highest net outflows included: - Inspur Information (000977) with a decline of 7.43% and a capital outflow of 1.377 billion yuan - Tonghuashun (300033) with a decline of 3.38% and a capital outflow of 1.092 billion yuan - Zhinan Zhen (300803) with a decline of 4.92% and a capital outflow of 919.69 million yuan [3]

Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 51.3 billion yuan, with the Sci-Tech Innovation Board seeing a net outflow of 3.797 billion yuan [1] - A total of 226 stocks saw net inflows, while 359 stocks experienced net outflows [1] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 358 stocks rose, with five stocks hitting the daily limit, including Haizheng Materials and Liyang Chip [1] - The top three stocks with the highest net inflows were Haiguang Information (6.8542 billion yuan), Baijie Shenzhou (3.0478 billion yuan), and Hongsoft Technology (2.2000 billion yuan) [1] Continuous Fund Flow Analysis - There are 45 stocks with continuous net inflows for more than three trading days, with Kunheng Shunwei leading at 10 consecutive days [2] - 144 stocks have seen continuous net outflows, with Xuantai Pharmaceutical leading at 15 consecutive days [2] Top Net Inflow Stocks - The top stocks by net inflow include: - Haiguang Information: 68.5429 million yuan, with a 7.42% increase [2] - Baijie Shenzhou: 30.4785 million yuan, with a 7.91% increase [2] - Hongsoft Technology: 22.0009 million yuan, with a 9.42% increase [2] Notable Outflow Stocks - The stocks with the highest net outflows included: - Huahong Company: 1.090 billion yuan outflow, despite a 9.18% increase [1] - Yuntian Lifefly: 323 million yuan outflow [1] - Borui Pharmaceutical: 211 million yuan outflow [1]

Market Performance - On September 1, the IT services sector rose by 0.57% compared to the previous trading day, with ST Yilianzhong leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Gainers in IT Services - ST Yilianzhong (300096) closed at 6.25, up 10.42% with a trading volume of 477,200 shares and a transaction value of 286 million [1] - Ronglian Technology (002642) closed at 9.53, up 10.05% with a trading volume of 511,100 shares and a transaction value of 480 million [1] - Hongsoft Technology (688088) closed at 61.55, up 9.42% with a trading volume of 328,600 shares and a transaction value of 1.953 billion [1] Top Losers in IT Services - Kaipu Cloud (688228) closed at 145.01, down 5.72% with a trading volume of 81,400 shares and a transaction value of 1.198 billion [2] - Aerospace Hongtu (688066) closed at 36.60, down 5.48% with a trading volume of 367,200 shares and a transaction value of 1.370 billion [2] - Weike Technology (300290) closed at 24.57, down 5.10% with a trading volume of 424,200 shares and a transaction value of 1.056 billion [2] Capital Flow Analysis - On the same day, the IT services sector experienced a net outflow of 3.585 billion from institutional investors, while retail investors saw a net inflow of 3.604 billion [2][3] - The top three stocks with significant net inflows from retail investors included Zhejiang University Network New (600797) with 778.208 million, Hongsoft Technology (688088) with 140 million, and Ronglian Technology (002642) with 872.025 million [3]

国金证券指出，AI引领新一轮创新周期，带动AI芯片、存储芯片（包括HBM）及先进封装（包括 COWOS）扩产等，叠加周期复苏预期，国内晶圆厂扩产确定性强，有望持续逆周期扩产，推进关键核 心产线建设和设备国产化。大模型持续升级，算力需求不断提升，带动AI芯片、AI服务器、光模块、 交换机等需求高景气，下半年将有众多AI手机、AI PC重磅新机发布，迎来需求旺季，中长期来看，AI 有望给消费电子赋能，带来换机需求，看好看好AI-PCB、AI驱动及自主可控受益产业链。 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) 截至2025年9月1日 13:07，上证科创板100指数(000698)强势上涨2.01%，成分股源杰科技(688498)上涨 20.00%，杭可科技(688006)上涨19.74%，虹软科技(688088)上涨14.67%，华峰测控(688200)，智翔金泰 (688443)等个股跟涨。科创100ETF华夏(588800)上涨1.56 ...

Group 1 - The core viewpoint of the report emphasizes the selection of converging constituent stocks for ETF allocation based on data as of July 31, 2025, with a focus on tracking the effectiveness of the allocation strategy [2][9]. - The best converging stock for the Sci-Tech Innovation Board Artificial Intelligence ETF (588930.SH) is identified as Hongsoft Technology (688088), which has a bottom valuation of 14 times PS based on its 2023 revenue [2][9]. - The report indicates that Hongsoft Technology's stock price has mostly fluctuated below the expected fundamental value for 2027, which is calculated as the consensus expected revenue for 2027 multiplied by 14 times PS [2][9]. Group 2 - The report provides a robust profit forecast for Hongsoft Technology in 2025, with the closing price on August 27 being close to the expected fundamental value per share for 2027 [2][9]. - The average closing position from July 31 to August 27 was 23.78%, with a closing position of 10.7% on August 27 [2][9]. - From August 1 to August 27, 2025, the dynamic allocation strategy based on Hongsoft Technology yielded a Sharpe ratio slightly better than a buy-and-hold strategy, achieving a terminal return of 6.44% with a maximum drawdown of 0.71% [3][10].