科创人工智能ETF华夏（589010）紧密跟踪上证科创板人工智能指数，覆盖全产业链优质企业，兼具高 研发投入与政策红利支持，20%涨跌幅与中小盘弹性助力捕捉AI产业"奇点时刻"。 （文章来源：每日经济新闻） 截至13点43分，科创人工智能ETF（589010）放量大涨 4.33%，盘中持续运行于均线之上，展现出强劲 的进攻姿态。持仓股方面掀起"涨停潮"，新点软件强势斩获20CM涨停，海天瑞声飙升近19.5%，中科 星图、福昕软件、星环科技-U 等多只核心成分股联袂大涨超15%，赚钱效应极佳。流动性方面，ETF成 交额突破 2.52亿元，换手率超 8%，交投情绪极度火热，显示出市场资金对科创板人工智能方向的长期 价值高度认可，配置窗口正如火如荼开启中。 消息方面，科技媒体The Information援引两位知情人士透露，DeepSeek计划在2月中旬农历新年期间发 布V4版本，同时表示发布时间仍可能变动。这款模型代号DeepSeek V4，是去年DeepSeek V3的迭代 版。基于公司内部基准测试的初步评估显示，该模型在编程能力上超越了现有模型，如Anthropic的 Claude和OpenAI的GPT系列 ...

Group 1 - The AI-related sector continues to surge, with the CSI AI Index rising by 4.37%, and several component stocks hitting the daily limit up, including Tuolsi, Zhongwen Online, and others [1] - The China Technology Giants Index is expected to see significant profit growth by 2026, surpassing the "Big Seven" of the US stock market for the first time since 2022, according to Bloomberg Industry Research [1] - Current dynamics in the AI industry are intensifying, with overseas companies like xAI and Anthropic securing funding, and domestic policies promoting "AI + manufacturing" [1] Group 2 - The launch of DeepSeek-V4 is anticipated to trigger a new wave of AI application enthusiasm, as model capabilities improve and costs for inference and long-window processing decrease [1] - Key areas of focus for commercialization include search & marketing, coding, multimodal applications, agents, and AI for science, with companies expected to accelerate their commercialization processes [1]

Core Viewpoint - The AI-focused ETF "Yongying" (159141) has seen significant gains, with its component stocks, including Zhongwen Online and Kunlun Wanwei, experiencing substantial increases in share prices, indicating a bullish trend in the AI sector [1][2]. Group 1: ETF Performance - The AI ETF "Yongying" (159141) rose by 3.50% on January 12, with notable performances from component stocks such as Zhongwen Online, which increased by over 18%, and Kunlun Wanwei, which rose by over 17% [1][2]. - The ETF comprises key players in the AI industry, covering the entire value chain from upstream computing chips and optical modules to midstream large models and cloud computing, with over 78% of its allocation in AI chips, optical modules, and cloud computing [4]. Group 2: Market Developments - The recent listings of AI companies Zhipu and Minimax on the Hong Kong stock market mark a significant milestone for global large model enterprises, with Zhipu's market capitalization reaching HKD 70 billion after a 36% increase and Minimax's market cap surpassing HKD 100 billion after a 109% surge on its debut [2][3]. - The upcoming release of DeepSeek's next-generation V4 model is expected to enhance programming capabilities and address key challenges in AI commercialization, such as stability and user value perception [3]. Group 3: Industry Trends - The trend towards generative AI products is becoming a core entry point for information acquisition, with the concept of Generative Engine Optimization (GEO) gaining traction as a new marketing paradigm in the AI era [3]. - According to industry insights, 2026 is anticipated to be a pivotal year for the commercialization of AI applications, shifting focus from cost savings to value creation, with increased attention on AI marketing strategies [3].

Group 1: Market Performance - Yidian Tianxia saw a significant increase of 19.47% in stock price, with a total market value of 3.4 billion [1] - Zhongke Shitu and China Great Wall also experienced notable gains of 12.40% and 9.99% respectively, with market values of 883 million and 53.6 billion [1] - Tax Friend Co. and Torus both rose by approximately 9.91% and 9.53%, with market values of 3.17 billion and 2.11 billion respectively [1] Group 2: AI and Technology Developments - DeepSeek V4 is expected to be released around the Spring Festival, potentially surpassing OpenAI's GPT in programming capabilities [2] - Alibaba's Qwen 3.5 is anticipated to enhance multimodal understanding and coding abilities [2] - The first global large model stock, Zhipu, is set to be listed on the Hong Kong Stock Exchange on January 8 [2] Group 3: Industry Trends and Policies - The Ministry of Industry and Information Technology is encouraging AI and manufacturing transformation, which is expected to boost demand for domestic AI computing power [2] - The data center sector is identified as a core infrastructure for AI, with a growing demand for data center construction driven by computing power needs [2] - The domestic AIDC bidding is expected to recover, serving as an early indicator of the improvement in the domestic AI landscape [2] Group 4: Investment Opportunities - The Huabao Big Data ETF focuses on sectors such as data centers, cloud computing, and big data processing, with key holdings in leading companies like Inspur and China Great Wall [3] - The emphasis on "technology leading the way" suggests potential breakthroughs in new productivity directions [5] - The trend towards domestic substitution is accelerating, with promising prospects for technology self-reliance [5]

Core Viewpoint - New Point Software's stock price has shown a slight increase of 2.14% as of January 5, 2025, with a market capitalization of 8.162 billion yuan, indicating a mixed performance in recent trading periods [1]. Group 1: Stock Performance - As of January 5, 2025, New Point Software's stock price is 25.35 yuan per share, with a trading volume of 23.3366 million yuan and a turnover rate of 0.29% [1]. - Year-to-date, the stock has increased by 2.14%, with a 5-day increase of 1.08%, a 20-day decrease of 0.86%, and a 60-day decrease of 10.17% [1]. Group 2: Financial Performance - For the period from January to September 2025, New Point Software reported a revenue of 1.053 billion yuan, a year-on-year decrease of 16.32%, and a net profit attributable to shareholders of -107 million yuan, a significant decline of 667.73% [2]. - Cumulatively, since its A-share listing, New Point Software has distributed a total of 0.597 billion yuan in dividends, with 0.432 billion yuan distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for New Point Software reached 10,100, an increase of 16.37% from the previous period, while the average circulating shares per person decreased by 14.07% to 32,673 shares [2]. - Among the top ten circulating shareholders, Zhonggeng Value Pioneer Stock (012930) holds 11.2587 million shares, a decrease of 393,600 shares compared to the previous period, while Zhonggeng Small Cap Value Stock (007130) holds 3.1992 million shares, down by 143,030 shares [3].

每经AI快讯，新点软件1月4日晚间发布公告称，截至2025年12月31日，公司通过集中竞价交易方式已 累计回购公司股份约122万股，占公司总股本约3.22亿股的比例为0.38%，回购成交的最高价为27.18元/ 股，最低价为24.21元/股，支付的资金总额约为3200万元。 （记者 曾健辉） 每经头条（nbdtoutiao）——AI泡沫破灭？美股下跌20%？量子计算颠覆加密货币？金价涨破1万美元？ 2026年华尔街和科技圈十大预测来了 ...

格隆汇1月4日丨新点软件(688232.SH)公布，截至2025年12月31日，公司通过集中竞价交易方式已累计 回购公司股份122.18万股，占公司总股本321,981,975股的比例为0.38%，回购成交的最高价为27.18元/ 股，最低价为24.21元/股，支付的资金总额为人民币31,999,302.34元（不含印花税、交易佣金等交易费 用）。 ...

格隆汇1月4日丨新点软件(688232.SH)公布，截至2025年12月31日，公司通过集中竞价交易方式已累计 回购公司股份122.18万股，占公司总股本321,981,975股的比例为0.38%，回购成交的最高价为27.18元/ 股，最低价为24.21元/股，支付的资金总额为人民币31,999,302.34元（不含印花税、交易佣金等交易费 用）。 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 证券代码：688232 证券简称：新点软件 公告编号：2026-001 国泰新点软件股份有限公司 关于股份回购进展公告 具体内容详见公司于 2025 年 9 月 25 日、2025 年 9 月 27 日披露在上海证券交 易所网站（www.sse.com.cn）的《新点软件关于以集中竞价交易方式回购股份的 预案》（公告编号：2025-039）、《新点软件关于以集中竞价交易方式回购股份的回 购报告书》（公告编号：2025-045）。 二、回购股份的进展情况 | 回购方案首次披露日 | 2025/9/25，由董事长提议 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 9 23 | 年 | 月 | 24 | 日~2026 | 年 | 9 | 月 | 日 | | 预计回购金额 | 3,000万元~5,000万元 | | | | ...

Core Viewpoint - The company has announced a delay in the completion date of its fundraising investment project, specifically the "New Point Software Central Research Institute Project Phase I," which is now set to be operational by June 2027 instead of the previously planned date [1][4]. Fundraising Overview - The company raised a total of RMB 4,000,425,000.00 through the issuance of 82,500,000 shares at a price of RMB 48.49 per share, with a net amount of RMB 3,827,268,179.49 after deducting issuance costs [1]. Project Delay Details - The delay in the project is attributed to unforeseen factors affecting construction progress, including delays in preliminary approval processes for foundational construction and renovations [6]. - The company emphasizes that the delay does not alter the investment content, purpose, total amount, or implementation entity of the project [8]. Measures to Ensure Project Completion - The company plans to implement strict management and supervision of the fundraising usage, including regular project evaluations and progress monitoring [7]. - A comprehensive risk assessment mechanism will be established to address any unexpected situations that may arise during the project [7]. Impact of the Delay - The delay is deemed a prudent decision based on the project's actual progress and is not expected to have a significant adverse effect on the company's normal operations or shareholder interests [8][10]. Approval Process for the Delay - The board of directors approved the delay during a meeting held on December 24, 2025, and the matter did not require shareholder approval [9].