追溯发现，最新百元股近一个月平均上涨18.78%，其间沪指上涨5.00%，涨幅居前的有超捷股份、臻镭 科技、西测测试等，涨幅分别为145.21%、143.31%、129.46%。 今日有1只股收盘价首次突破百元大关，麦格米特最新收盘价100.81元，上涨3.39%，全天换手率 4.68%，成交额21.53亿元，全天主力资金净流入3551.78万元。 以最新收盘价计算，A股平均股价为14.61元，其中股价超过100元的有213只，相比上一个交易日增加6 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1月9日 收盘，沪指报收4120.43点，上涨0.92%，A股平均股价为14.61元，个股股价分布看，股价超过100元的 有213只，股价在50元至100元的有526只，股价在30元至50元的有798只。 股价超百元个股中，收盘价最高的是寒武纪，今日报收1491.00元，上涨3.25%，其次是贵州茅台、源杰 科技等，最新收盘价分别为1419.10元、752.00元。 市场表现方面，收盘股价超百元股中，今日平均上涨1.89%，跑赢沪指0.97个百分点。今日上涨的有137 只， ...

沪深股通今日合计成交3696.43亿，其中紫金矿业和宁德时代分居沪股通和深股通个股成交额首位。板 块主力资金方面，文化传媒板块主力资金净流入居首。ETF成交方面，传媒ETF（512980）成交额环比 增长214%。 龙虎榜方面，两只涨停的AI应用概念股获资金青睐，利欧股份获深股通买入2.04亿，同时获一家机构买 入1.03亿；昆仑万维获两家机构买入2.12亿，同时深股通买入1.84亿。游资大笔抢筹AI应用概念股，其 中昆仑万维获一家一线游资（国泰海通证券宁波广福街）买入1.72亿元，同时该席位1.61亿元资金抢筹 易点天下；利欧股份获一家一线游资（国泰海通证券上海中山东路）买入1.99亿元。 一、沪深股通前十大成交 今日沪股通总成交金额为1664.31亿，深股通总成交金额为2032.12亿。 | | 沪股通 ( | 1月9日 | ) | | | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | | 成交金额(亿元) | | 1 | 601899 | 紫雯虬,亚 | | 41.33 | | 2 | 688256 | 寒武纪 | | 31.24 | | 3 | ...

新华财经北京1月9日电科创50指数1月9日早间低开，随后冲高回落，早盘一度涨超1%，午后指数震荡 上行，最终大幅收涨。至收盘时，科创50指数报1475.97点，涨幅1.43%，指数振幅为2.73%，总成交额 约910.1亿元。 1月9日，科创综指全日收涨2.08%，收于1803.4点，总成交额约3272亿元。 从盘面来看，科创板600只个股涨多跌少，高价股、低价股均多数上涨。细分领域来看，通信设备股、 化学制药股表现强势，半导体股、医疗保健股跌幅靠前。 经新华财经统计，1月9日，科创板600只个股平均涨幅2.04%，平均换手率4.48%，合计成交额3272亿 元，平均振幅为5.14%。 个股表现方面，震有科技、信科一栋、前沿生物等涨停，涨幅靠前；盛邦安全跌7.18%，跌幅居首。 成交额方面，寒武纪成交额149.0亿元，位居首位；ST逸飞成交额1259万元，位居末位。 换手率方面，强一股份换手率为39.07%，位居首位；龙腾光电换手率为0.28%，位居末位。 （文章来源：新华财经） ...

Investment Rating - The report maintains an investment rating of "Leading the Market - A" for the computer industry [1][11]. Core Insights - The report highlights the acceleration of AI development in the manufacturing sector, driven by a recent policy issued by multiple government departments, aiming for significant advancements in AI technology and its applications by 2027 [3][5]. - The policy outlines specific goals, including the application of 3-5 general large models in manufacturing, the creation of 100 high-quality datasets, and the promotion of 500 typical application scenarios [3][5]. - The report emphasizes the transition of industrial AI from isolated applications to comprehensive integration across all manufacturing processes, with significant growth in AI adoption among industrial enterprises [6][7]. Summary by Sections Industry Performance - The computer industry has shown a strong market performance over the past year, with a focus on AI applications in manufacturing [1]. Policy Impact - The recent policy is a detailed implementation of previous guidelines, focusing on computational power, model development, data management, and application scenarios in manufacturing [5][6]. - Specific initiatives include support for advanced training chips, the development of industry-specific models, and the establishment of a chief data officer system in enterprises [5][6]. AI Adoption - The report notes a significant increase in the adoption of large models and intelligent agents in Chinese industrial enterprises, rising from 9.6% in September 2024 to 47.5% in 2025, with expectations for further rapid growth in 2026 [6][7]. Investment Recommendations - The report suggests focusing on companies involved in industrial AI applications, data annotation, and AI computing power, including firms like Zhong控 Technology, Kingdee International, and others [7].

Group 1 - The A-share market experienced a broad increase, with the Shanghai and Shenzhen indices rising, particularly in the media and domestic software sectors [1] - The Southern Science and Technology Growth ETF (589700.SH) rose by 2.55%, while Cambricon Technologies increased by 3.4% [1] - According to Galaxy Securities, the current stage of technological development is more robust across multiple dimensions, with dominant industry forces shifting from startups to established tech giants with strong cash flows and balance sheets [1] Group 2 - AI commercialization is still in its early stages and has not yet fully materialized, indicating significant growth potential [1] - Despite some localized valuation bubbles, their transmission effect on the overall stock market remains limited [1] - The global monetary easing environment has not fully unfolded, leaving room for policy adjustments [1] Group 3 - There is a persistent mismatch between technological bottlenecks and explosive demand in the hardware industry, with ongoing tight supply of computing and storage [1] - The evolution of large models towards multimodal applications (e.g., video) and the implementation of AI Agent functionalities are significantly increasing token consumption, creating a rigid demand for high-performance computing [1] Group 4 - The global data center vacancy rate is at a historical low, and the growth rate of power supply industries is accelerating [1] - PCB capacity expansion appears rational, driven mainly by high-end HDI and multilayer boards with over 14 layers, which are characterized by high technical barriers and concentrated production among leading companies [1] Group 5 - The compound annual growth rate (CAGR) for high-end PCBs is expected to reach 20.3% and 11.6% respectively from 2024 to 2029 [1] - As of the first three quarters of 2025, industry capital expenditures grew by only 8.4% year-on-year, significantly lower than demand growth, indicating a restrained and orderly capacity expansion [1] Group 6 - The aforementioned trends provide solid fundamental support for investing in science and technology growth index funds, which broadly cover core areas such as computing chips, advanced storage, high-end PCBs, and cloud computing infrastructure [1] - These funds can capture the benefits of the AI hardware boom while effectively mitigating individual stock bubble risks through diversified index-based allocation [1] - The Southern Science and Technology Growth ETF (589700.SH) is positioned to be an efficient tool for sharing in the new round of technological dividends during the critical transition from infrastructure construction to application implementation in AI [1]

Group 1 - The core viewpoint of the report is that the CSI Technology Advantage Growth 50 Strategy Index (referred to as Technology 50 Strategy) utilizes multiple factors such as growth, innovation, value, low volatility, and quality to select and weight stocks from the technology sector, aiming to provide investors with a multi-factor strategy investment target based on the technology industry [1][7][11] - As of December 31, 2025, the top ten constituent stocks of the Technology 50 Strategy Index are primarily leading companies across various technology sub-sectors, with the top five stocks accounting for 17.63% and the top ten stocks accounting for 30.93% of the index's total weight [1][10][11] - The index is biased towards large-cap stocks, with 31 constituents having a market capitalization exceeding 100 billion yuan, while only 2 constituents have a market capitalization below 10 billion yuan [1][11] Group 2 - The report compares the Technology 50 Strategy Index with other representative technology and innovation indices, noting that the Technology 50 Strategy Index achieved an annualized return of 11.96% from January 1, 2020, to December 31, 2025, ranking third among six technology and innovation indices [1][57][60] - The Technology 50 Strategy Index shows lower volatility in revenue growth compared to other indices, with a projected revenue growth rate of 33.65% for 2026, which is higher than that of the other five technology and innovation indices [1][61][62] - The selection of constituent stocks for the Technology 50 Strategy Index incorporates 11 factors, providing a more comprehensive evaluation compared to other indices that focus on fewer factors [1][67][68]

（文章来源：每日经济新闻） 每经AI快讯，1月9日，寒武纪-U成交额达100亿元，现涨3.31%。 ...

1月9日，国产AI延续强势上涨态势，重点布局国产AI产业链的科创人工智能ETF华宝（589520）场内 价格盘中涨近3%，现涨2.36%，实时成交额超5000万元，交投火热！从日k线来看，或已走出坚定 的"上行台阶"。 成份股方面，AI应用概念股显著领涨，星环科技涨超11%，亚信安全涨逾10%，天准科技涨超9%，芯 原股份涨逾8%，中科星图、合合信息、福昕软件等个股跟涨。权重股方面，寒武纪涨超2%，金山办公 涨逾3%。 | 序号 | 名称 | 涨跌幅 * | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交談 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 量环科技-U | 11.57% | almos | 计算机 | 软件开发 | 横向通用软件 | 189Z | 17.99亿 | | 2 | 亚信安全 | 10.10% | 1 | 计算机 | 软件开发 | 横向通用软件 | 906 | 3.36ZZ | | 3 | 大准科技 | 9.05% | www | 机械设备 | 自动化设备 | 其他自动 ...

1月9日，A股市场震荡上行，沪指盘中时隔10年重回4100点，截至11:12，科创人工智能ETF汇添富（589560）涨2%，冲击两连阳！ | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估算权重 | | --- | --- | --- | --- | --- | --- | | 1 | 688521 | 芯原股份 | 电子 | 4.09% | 9.94% | | 2 | 688008 | 澜起科技 | 电子 | -0.06% | 9.72% | | 3 | 688111 | 金山办公 | 计算机 | 1.67% | 9.65% | | 4 | 688256 | 寒武纪-U | 电子 | -0.37% | 9.44% | | ਟ | 688169 | 石头科技 | 家用电器 | 0.24% | 5.66% | | 6 | 688382 | 复旦微电 | 电子 | 2.81% | 5.48% | | 7 | 688099 | 昌昌股份 | 电子 | -1.98% | 5.35% | | 8 | 688608 | 恒玄科技 | 电子 | -0.58% | 4.75% | | ਰੇ | 688568 ...

昨日沪深两市的融资融券余额为26122.22亿元，其中融资余额25947.67亿元，融券余额174.54亿元。两市融资融券余额较前一交易日增加157.05亿元。分市场 来看，沪市两融余额为13177.58亿元，相较前一交易日增加77.48亿元；深市两融余额12944.64亿元，相较前一交易日增加79.58亿元。 两市共有3475只个股有融资资金买入，其中寒武纪、中际旭创、蓝色光标排名前三，买入金额分别39.7亿元、24.61亿元、22.6亿元。融资买入额前10个股详 情见下表： | 代 周 | 课名称 | 融资买入额(亿元 | | --- | --- | --- | | 688256.SH | 寒武纪 | 39.7 | | 300308.SZ | 中际旭创 | 24.61 | | 300058.SZ | 蓝色光标 | 22.6 | | 300136.SZ | 信维通信 | 21.42 | | 601318.SH | 中国平安 | 19.64 | | 002202.SZ | 金风科技 | 17.88 | | 300476.SZ | 胜宏科技 | 17.45 | | 002195.SZ | 岩山科技 | 17.1 ...