沪深两市全天主力资金净流出218.54亿元，其中，科创板主力资金净流出17.80亿元，主力资金净流入的 有211只股，主力资金净流出的有370只股。 证券时报·数据宝统计显示，今日科创板个股上涨的有180只，下跌的有401只。 资金流向方面，今日主力资金净流入的科创板股共有211只，其中，7只个股主力资金净流入超3000万 元，天准科技主力资金净流入5365.79万元，净流入资金居首；寒武纪、中邮科技紧随其后，全天净流 入资金分别为5062.40万元、3780.80万元。主力资金净流出的有370只，净流出资金最多的是中芯国际， 该股今日下跌1.19%，全天主力资金净流出2.49亿元，其次是绿的谐波、中无人机，主力资金净流出分 别为9520.21万元、6010.18万元。 从主力资金连续性进行观察，共有43只个股主力资金连续3个交易日以上持续净流入，连续流入天数最 多的是特宝生物，该股已连续15个交易日净流入；连续净流入天数较多的还有芯导科技、百济神州等， 主力资金分别连续流入10天、9天。主力资金连续流出的个股有162只，连续流出天数最多的是先锋精 科，该股已连续30个交易日净流出；连续净流出天数较多的还有聚 ...

金十图示：2025年05月28日（周三）富时中国A50指数成分股今日收盘行情一览：石油、煤炭板块全天飘红，银行、汽车板块午 后继续涨跌互现 @ JIN10.COM 金十数据 | 一个交易工具 JIN10.COM 电力行业 互联网服务 长江电力 88 中国核电 1982.76亿市值 东方财富 a 2018-02-1 7470.15亿市值 3239.83亿市值 16.37亿成交额 5.55亿成交额 27.20亿成交额 30.53 9.64 20.50 +0.27(+0.89%) -0.01(-0.10%) -0.19(-0.92%) 食品饮料 证券 中信证券 国泰海通 海天味业 (D 3037.60亿市值 3767.38亿市值 2523.96亿市值 9.03亿成交额 3.13亿成交额 6.16亿成交额 25.42 17.23 45.39 -0.09(-0.35%) -0.10(-0.58%) +0.87(+1.95%) 消费电子 化学制药 工业富联 立讯精密 個瑞医药 3689.78亿市值 2202.50亿市值 3582.41亿市值 20.24亿成交额 6.16亿成交额 19.44亿成交额 18.58 30.39 ...

科创板融资余额较前一交易日减少6319.62万元，融券余额减少305.45万元。280股融资余额环比增加， 123股融券余额环比增加。 融券余额来看，融券余额最高的科创板股是中芯国际，最新融券余额0.25亿元，其次是海光信息、寒武 纪，融券余额分别为0.19亿元、0.16亿元。环比变动来看，123只科创板个股融券余额环比增加，环比下 降的有142只。融券余额增幅较大的是药康生物、联赢激光、纳微科技，环比上个交易日增加 424.49%、407.58%、49.43%；降幅居前的有海优新材、方邦股份、振华新材，环比下降71.28%、 66.42%、43.34%。（数据宝） | 688383 | 新益 | 15415.44 | 8.42 | 43.64 | -19.15 | -1.18 | | --- | --- | --- | --- | --- | --- | --- | | | 昌 | | | | | | | 688776 | 国光 | 23936.31 | 8.33 | 86.94 | -23.22 | 2.22 | | | 电气 | | | | | | | 688519 | 南亚 新材 | 5721.29 ...

截止2025年3月31日，同泰数字经济股票C前十持仓占比合计42.91%，分别为：寒武纪-U（5.91%）、海 光信息（5.53%）、北方华创（5.01%）、比亚迪（4.77%）、同花顺（4.77%）、金山办公（3.82%）、 芯原股份（3.35%）、普冉股份（3.32%）、翱捷科技-U（3.23%）、奥飞数据（3.20%）。 来源：金融界 据了解，同泰数字经济股票C成立于2021年7月，基金规模0.85亿元，成立来累计收益率-42.60%。从持 有人结构来看，截至2024年末，同泰数字经济股票C的基金机构持有1.59亿份，占总份额的79.12%，个 人投资者持有0.42亿份，占总份额的20.88%。 公开信息显示，现任基金经理陈宗超先生:中国国籍,硕士。曾任中芯国际资深芯片研发工程师、超威半 导体资深芯片研发工程师、国泰君安研究所分析师、上海盛宇股权投资基金管理有限公司投资经理、上 海鼎锋明德资产管理有限公司研究总监、南京龙骏投资管理有限公司投资总监、富晨杰芯(天津)科技信 息咨询合伙企业投资总监等职。2020年6月加入同泰基金管理有限公司,现任投资研究部行业研究副总监 兼基金经理。2021年7月27日起担 ...

行业相对表现 | 表现 | 1M | 3M | 12M | | --- | --- | --- | --- | | 计算机(申万) | 0.6 | -16.4 | 30.0 | | 沪深 300 | 1.4 | -3.2 | 5.6 | 2025 年 05 月 27 日 市场表现 -40 -20 0 20 40 60 80 (%) 计算机 沪深300 Claude 4 模型技术升级，天工超级智能体开启 AI 办公新纪元 资料来源：Wind，华鑫证券研究 推荐(维持) 投资要点 分析师：宝幼琛 S1050521110002 baoyc@cfsc.com.cn 1、《计算机行业点评报告：Meta 广告主业稳健增长，AI 与可再生生 态协同驱动长期价值提升》2025- 05-22 2 、 《 计 算 机 行 业 点 评 报 告 ： Spotify AI 驱动内容生态深化，全 球扩张提速助推盈利超预期释放》 2025-05-22 3、《计算机行业周报："星算"计 划开启太空算力时代新篇章， OpenAI 发布云端 AI 编程智能体》 2025-05-20 ▌算力： 算力租赁价格平稳， Claude 4 模型技术升 级 ...

Group 1 - The core viewpoint of the news is the performance of the CSI Intelligent Manufacturing Theme Index, which has seen a decline in recent months, indicating potential challenges in the intelligent manufacturing sector [1] - The CSI Intelligent Manufacturing Theme Index has decreased by 1.38% in the past month, 15.83% in the past three months, and 1.82% year-to-date [1] - The index is composed of companies that provide key technological equipment and core supporting software for intelligent manufacturing, as well as those applying intelligent manufacturing in production [1] Group 2 - The top ten weighted companies in the CSI Intelligent Manufacturing Theme Index include: Northern Huachuang (5.53%), Huichuan Technology (5.39%), Cambrian (5.2%), SMIC (4.9%), BOE A (4.57%), Hikvision (4.21%), Zhongke Shuguang (3.67%), Guodian Nari (3.6%), Zhaoyi Innovation (3.04%), and Industrial Fulian (2.98%) [1] - The market share of the CSI Intelligent Manufacturing Theme Index holdings is 54.47% from the Shenzhen Stock Exchange and 45.53% from the Shanghai Stock Exchange [1] - The industry composition of the index holdings shows that information technology accounts for 71.34%, industrial sector for 24.36%, and communication services for 4.30% [1] Group 3 - The index sample is adjusted every six months, with adjustments implemented on the next trading day after the second Friday of June and December [2] - Public funds tracking intelligent manufacturing include: Huabao CSI Intelligent Manufacturing Theme ETF Connect A, Huabao CSI Intelligent Manufacturing Theme ETF Connect C, and Huabao Intelligent Manufacturing ETF [2]

（原标题：深沪北百元股数量达85只，电子行业占比最高） 以最新收盘价计算，A股平均股价为11.42元，其中股价超过100元的有85只，相比上一个交易日减少5只。 百元股作为判定市场热度的信号之一，历来受到投资者关注。证券时报•数据宝统计显示，截至5月27日收盘，沪指报收3340.69点，下跌0.18%，A 股平均股价为11.42元，个股股价分布看，股价超过100元的有85只，股价在50元至100元的有291只，股价在30元至50元的有645只。 股价超百元个股中，收盘价最高的是贵州茅台，今日报收1543.90元，下跌0.43%，其次是寒武纪、锦波生物等，最新收盘价分别为614.00元、 478.10元。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 相关ETF 数字经济ETF (产品代码: 560800) ★ 跟踪：中证数字经济主题指数 市场表现方面，收盘股价超百元股中，今日平均下跌1.04%，跑输沪指0.86个百分点。今日上涨的有24只，涨幅居前的有斯菱股份、长春高新等， 下跌的有60只，跌幅居前的有绿的谐波、寒武纪等。 追溯发现，最新百元股近一个月平均上涨0.81%，其间沪指上涨1.38% ...

Investment Rating - The report maintains an "Overweight" rating for the semiconductor industry, expecting the industry index to outperform the market index by over 10% in the next six months [7]. Core Insights - The launch of the real-time video call feature by ByteDance's Doubao AI is expected to drive demand for upstream computing power and accelerate the penetration of AI glasses [2][5]. - The integration of video call and internet search capabilities in Doubao represents a significant advancement in multi-modal interaction technology, enhancing user experience through real-time Q&A based on visual and language inputs [5]. - The demand for AI computing power is projected to grow rapidly due to the increasing complexity and data scale of AI models, particularly with video AI models requiring significantly more computational resources compared to text and voice models [5]. Summary by Sections Event Overview - Recently, ByteDance's Doubao AI launched a real-time video call feature that allows users to interact with the AI based on real-world scenes, enhancing the user experience with real-time information retrieval from the internet [3][5]. Technology Development - The video call model signifies a shift towards commercializing multi-modal perception technology, particularly in the visual interaction domain, which is expected to disrupt traditional content creation processes [5]. Market Implications - The introduction of the video model is anticipated to accelerate the adoption of AI glasses and other smart terminals, with projections indicating that by 2035, AI+AR smart glasses will replace traditional smart glasses, achieving a penetration rate of 70% and global sales reaching 1.4 billion units [5]. Investment Recommendations - The report suggests focusing on companies such as Haiguang Information (688041), Cambrian (688256), Hengxuan Technology (688608), Lexin Technology (688018), and Rockchip (603893) as potential beneficiaries of the increased demand for AI chips and SoC chips due to the launch of Doubao's video call model [5].

Investment Rating - The report maintains an "Outperform" rating for the AI computing industry, with a specific focus on the domestic computing power sector [1]. Core Insights - The AI industry continues to experience high growth, with a strong trend towards domestic computing power localization. The demand for AI computing power is driven by both internet companies and intelligent computing centers, with rapid advancements in domestic chip procurement [1][3]. - The report highlights that the domestic AI chip market is expanding, with leading domestic manufacturers accelerating their performance and capacity breakthroughs to compete with Nvidia [4][36]. - The AI server market is undergoing significant changes, with the Ascend series of chips gaining market share among traditional server manufacturers [5][6]. Summary by Sections 1. AI Industry Growth and Localization - The demand for computing power is being driven by the need for training and inference in AI applications, with significant investments expected to rise from $1 billion in 2023 to $6.5 billion in 2024, marking a 5.5-fold increase [13][16]. - Internet companies are expected to maintain strong capital expenditures for AI, with a projected 163% year-on-year increase in capital spending from major players like Baidu, Tencent, and Alibaba in 2024 [22][24]. - The intelligent computing center projects are increasing, with a focus on domestic chip procurement due to government policies and the need for secure and controllable technology [31][34]. 2. AI Chips: Domestic Replacement Opportunities - Nvidia currently dominates the domestic AI chip market, holding an 85% share in 2022, but domestic chip manufacturers are expected to increase their market share to approximately 30% by 2024 [36][37]. - The tightening of U.S. export controls on high-performance AI chips is creating opportunities for domestic manufacturers to fill the gap left by Nvidia [39][40]. - Domestic chip manufacturers are rapidly advancing, with companies like Huawei, Haiguang Information, and Cambricon making significant strides in performance and ecosystem development [4][43]. 3. AI Servers: Market Dynamics - The AI server market is projected to grow significantly, with the market size expected to reach $25.3 billion by 2028, growing at a compound annual growth rate of over 20% from 2024 to 2028 [5][6]. - The Ascend series of chips is gaining traction among major internet companies and intelligent computing centers, leading to increased market share for manufacturers like Inspur [5][6]. - The report emphasizes the importance of domestic manufacturers in the AI server market, with companies like Haiguang Information and Inspur expected to benefit from the growing demand for AI-driven servers [5][6].