而随着摩尔线程-U（688795.SH）、沐曦股份-U（688802.SH）在科创板挂牌上市，以及壁仞 科技、天数智芯加速冲刺港股，一场由政策、资本、需求三方共同驱动的国产算力热潮似乎已 至沸点。 在造富神话背后，国产AI芯片行业已行至新阶段。DeepSeek等国产大模型的爆发倒逼硬件架 构演进，"训推分离"的产业共识正将竞争焦点引向新的维度。 在这个节点，我们也不禁思考：2025年，这个产业到底经历了什么？2026年，它又将走向何 方？ 资本热潮 如果用一个词形容2025年的国产AI芯片的产业阶段，"成年礼"或许很贴切。 头豹研究院AI行业高级分析师莫舒棋向财联社记者表示，目前，国产AI芯片在推理计算、特 定模型适配以及软硬件协同和系统级优化方面已具备实际交付与规模部署能力，能够满足部分 行业客户的核心需求。 2025年，国产芯片概念成为贯穿资本市场全年的绝对主线。 "今年就是先把能做的公司推上牌桌，再用公开市场融资继续迭代。"某A股芯片上市厂商人士 告诉财联社记者，科创板在制度与风险偏好上，更能承接高研发投入、短期亏损但具备战略属 性的算力企业。 然而，上市只是第一步。"2025年并非传统龙头地位被实质性 ...

Core Viewpoint - The "14th Five-Year Plan" emphasizes extraordinary measures to drive breakthroughs in key technologies across various sectors, including integrated circuits and artificial intelligence, positioning China's chip industry for significant growth opportunities [1][14]. Industry Overview - The semiconductor industry is a core battleground for major powers, with the newly launched Huabao Science and Technology Chip ETF tracking the Shanghai Stock Exchange's Chip Index, which includes 50 companies involved in semiconductor materials, design, manufacturing, packaging, and testing [2][14]. - As of November 2025, the Shanghai Stock Exchange Chip Index has a significant focus on upstream and midstream sectors, with chip design and semiconductor materials and equipment accounting for 80.48% of the index [15][16]. Performance Metrics - The Shanghai Stock Exchange Chip Index has shown strong performance, with an annualized return of 17.43% from December 31, 2019, to November 30, 2025, outperforming similar indices [5][18]. - The index's maximum drawdown during the same period was -56.81%, which is better than other comparable indices [5][18]. Financial Highlights - The net profit of the index's constituent companies surged by 94.22% in the first three quarters of 2025, leading among similar indices [20]. - Research and development investment for these companies reached 119.7 billion yuan, with a research intensity of 11.22%, significantly higher than the overall A-share market level of 2.16% [20]. Key Holdings - The top three companies in the index by weight are Haiguang Information (10.86%), Cambricon (9.84%), and SMIC (8.87%), with the index capping individual stock weights at 10% [17][16].

（原标题：深沪北百元股数量达188只，科创板股票占43.09%） 以最新收盘价计算，A股平均股价为13.99元，其中股价超过100元的有188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12月29日收盘，沪指报收3965.28点，上涨0.04%， A股平均股价为13.99元，个股股价分布看，股价超过100元的有188只，股价在50元至100元的有446只，股价在30元至50元的有761只。 今日有1只股收盘价首次突破百元大关，福赛科技最新收盘价101.11元，上涨16.61%，全天换手率12.57%，成交额5.48亿元，全天主力资金净流出 78.21万元。 最新百元股中，以申万一级行业分类，较为集中的行业有电子、机械设备、计算机等，其中，电子行业有72只股上榜，占百元股总数的比例为 38.30%；有19只股来自机械设备行业，占比10.11%；18只股来自计算机行业，占比9.57%。 所属板块来看，百元股中，主板有35只、创业板有69只、北交所有3只，另有81只来自科创板，占百元股的比例为43.09%。（数据宝） 高价股一览 | 代码 | 简称 | 最新收盘价 | ...

以最新收盘价计算，A股平均股价为13.99元，其中股价超过100元的有188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12月29 日收盘，沪指报收3965.28点，上涨0.04%，A股平均股价为13.99元，个股股价分布看，股价超过100元 的有188只，股价在50元至100元的有446只，股价在30元至50元的有761只。 股价超百元个股中，收盘价最高的是贵州茅台，今日报收1402.00元，下跌0.86%，其次是寒武纪、源杰 科技等，最新收盘价分别为1358.50元、684.40元。 市场表现方面，收盘股价超百元股中，今日平均上涨0.94%，跑赢沪指0.90个百分点。今日上涨的有89 只，涨停的有迈为股份、恒勃股份等，下跌的有98只，跌幅居前的有天溯计量、品茗科技等。 追溯发现，最新百元股近一个月平均上涨11.58%，其间沪指上涨1.97%，涨幅居前的有飞沃科技、超捷 股份、西测测试等，涨幅分别为148.38%、140.13%、102.82%，今年以来平均涨幅为137.93%，强于沪 指119.63%，累计涨幅居前的有上纬新材、天普股份、胜宏科技等，涨幅分别为 ...

沪指今日收盘上涨0.04%。资金面上看，沪深两市全天特大单净流出319.47亿元，共计1558股特大单净 流入，3176股特大单净流出。 从申万一级行业来看，今日仅有3个行业特大单净流入，分别是银行、国防军工、石油石化，特大单净 流入金额分别为7.87亿元、6.36亿元、3.22亿元。 特大单资金净流出的行业共有28个，净流出资金最多的是电力设备，特大单净流出资金59.94亿元，其 次是有色金属，特大单净流出资金48.23亿元，净流出资金居前的还有通信、电子等行业。 具体到个股来看，36股特大单净流入超2亿元，拓维信息特大单净流入19.62亿元，净流入资金规模居 首；雷科防务特大单净流入资金13.39亿元，位列第二；净流入资金居前的还有寒武纪-U、航天机电、 海格通信等。特大单净流出股中，阳光电源特大单净流出资金10.99亿元，净流出资金最多；中国卫 通、中际旭创特大单净流出资金分别为9.22亿元、9.16亿元，净流出资金规模位列第二、第三。 股价表现方面，特大单资金净流入超2亿元个股今日平均上涨7.63%，表现强于沪指。具体看，上述个 股今日上涨的有35只，股价以涨停收盘的有迈为股份、荣盛发展等。 所属行业 ...

沪深两市全天主力资金净流出607.95亿元，其中，科创板主力资金净流出37.67亿元，主力资金净流入的 有182只股，主力资金净流出的有416只股。 主力资金净流入排名 | 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） | （%） | （%） | | | 688256 | 寒武纪-U | 145924.80 | 10.88 | 4.19 | 2.35 | | 688521 | 芯原股份 | 38846.55 | 8.81 | 5.71 | 6.34 | | 688270 | 臻镭科技 | 22001.78 | 3.14 | -7.14 | 25.88 | | 688981 | 中芯国际 | 19121.91 | 3.04 | 0.33 | 2.53 | | 688629 | 华丰科技 | 17938.87 | 4.63 | 6.91 | 20.45 | | 688525 | 佰维存储 | 17038.02 | 6.84 | 0.25 | 6.11 | | 688141 ...

股票频道更多独家策划、专家专栏，免费查阅>> 12月29日，A股市场整体成交额再度超过2万亿元。其中，中际旭创、寒武纪-U、中国卫星、阳光电 源、工业富联、紫金矿业、航天电子、胜宏科技、新易盛、航天发展等10只A股成交额超过100亿元。 | 代码 | 股票名称 | 核心热门概念板块 | 成交额 （亿元） | 涨跌幅 | 换手率 | | --- | --- | --- | --- | --- | --- | | 300308.SZ | 中际旭创 | CPO/光模块、AI算力 | 149.61 | -1.44% | 2.18% | | 688256.SH | 寒武纪-U | AI芯片、算力硬件 | 134.14 | 4.19% | 2.35% | | 600118.SH | 中国卫星 | 商业航天、低轨卫星互联 | 133.56 | 10% | 13.44% | | | | 网 | | | | | 300274.SZ | 阳光电源 | 光伏逆变器、储能系统集 | 124.20 | -2.96% | 4.40% | | | | 成 | | | | | 601138.SH | 工业富联 | AI服务器、英伟达概念 | ...

Group 1 - The core viewpoint of the article highlights the active performance of semiconductor stocks in the A-share market, driven by the launch of the National Venture Capital Guidance Fund, which is expected to mobilize trillions in funding for early-stage projects in integrated circuits and artificial intelligence [2][3]. - The semiconductor index saw a rise of over 1.5%, with individual stocks like Maiwei Co. hitting a 20% limit up, and other companies such as Dongwei Semiconductor and Cambricon also experiencing significant gains [3]. - The National Venture Capital Guidance Fund aims to attract diverse investments from local governments, central enterprises, financial institutions, and private capital, focusing on strategic emerging industries and future industries [3]. Group 2 - In the South Korean stock market, major chip manufacturers like SK Hynix and Samsung Electronics have seen their stock prices rise significantly, with SK Hynix increasing by over 6% and Samsung Electronics by over 2% [4]. - The global semiconductor market is projected to reach $659.1 billion in 2024, reflecting a 20% year-on-year growth, with integrated circuits making up the largest share at 73.9% [6]. - Investment opportunities are emerging in the domestic semiconductor industry, particularly in third-generation semiconductor materials, computing chips, and RF communication chips, driven by national policies and international dynamics [6][7].

Group 1 - The core viewpoint of the news highlights the positive performance of the consumer electronics sector, with the CSI Consumer Electronics Theme Index rising by 0.35% and key stocks like Chipone Technology and Jingwang Electronics showing significant gains [1] - Major consumer electronics manufacturers are accelerating their integration of AI with hardware, with Lenovo planning to unveil an "AI Super Intelligent Body" at CES 2026, covering various devices [1] - BYD is collaborating with Volcano Engine to deeply integrate a large model into its DiLink system, enhancing voice interaction and content recommendation across multiple scenarios [1] Group 2 - Despite storage price increases putting pressure on consumer electronics demand, the trend of accelerated innovation in AI at the edge is clear for 2026-2027, with major companies like Apple and Google actively developing AI terminal entry points [2] - The upgrade of AI operating systems is expected to be a significant focus for mobile devices, particularly with Apple's deep integration of AI features [2] - The penetration rate of AI PCs is gradually increasing, and new product iterations are anticipated in 2026, alongside innovations in AI headphones, glasses, home robots, and humanoid robots [2] Group 3 - As of November 28, 2025, the top ten weighted stocks in the CSI Consumer Electronics Theme Index account for 56.39% of the index, including companies like Luxshare Precision and Cambricon Technologies [3] - The Consumer Electronics ETF closely tracks the CSI Consumer Electronics Theme Index, which includes 50 listed companies involved in component production and brand design [2][3]

MACD金叉信号形成，这些股涨势不错！ 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 人民财讯12月29日电，12月29日，A股市场整体成交额再度超过2万亿元。其中，中际旭创、寒武纪- U、中国卫星、阳光电源、工业富联、紫金矿业、航天电子、胜宏科技、新易盛、航天发展等10只A股 成交额超过100亿元。 MACD金叉信号形成，这些股涨势不错！ 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 人民财讯12月29日电，12月29日，A股市场整体成交额再度超过2万亿元。其中，中际旭创、寒武纪- U、中国卫星、阳光电源、工业富联、紫金矿业、航天电子、胜宏科技、新易盛、航天发展等10只A股 成交额超过100亿元。 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：刘 ...