Wind数据显示，本周（2月9日至2月13日）共有7只个股涨幅超40%，有22只个股涨幅超30%。 跌幅榜中，本周7只个股跌幅超20%，*ST立方（维权）周跌32.73%居首，*ST云创、巨力索具跌幅分别 为29.60%、24.24%。 (本文来自第一财经) 掌阅科技本周涨幅居首，周涨幅达61.11%。顶固集创、芯原股份、首都在线周涨幅居前，分别为 60.47%、43.71%、41.99%。 ...

每经AI快讯， Wind数据显示，本周（2月9日至2月13日）共有7只个股涨幅超40%，有22只个股涨幅超 30%。 掌阅科技本周涨幅居首，周涨幅达61.11%。顶固集创、芯原股份、首都在线周涨幅居前，分别为 60.47%、43.71%、41.99%。 跌幅榜中，本周7只个股跌幅超20%，*ST立方周跌32.73%居首，*ST云创、巨力索具跌幅分别为 29.60%、24.24%。 （文章来源：每日经济新闻） ...

Core Viewpoint - The article discusses the current funding logic in the market, highlighting the significant movements of public funds in the technology sector, particularly in the semiconductor and biopharmaceutical industries, as they adjust their portfolios based on performance and valuation metrics [3][8]. Group 1: Public Fund Movements - Public funds have shown a notable shift in their holdings, particularly in the STAR Market, with the STAR 50 Index rising by 12.1% this year [3][4]. - The total market capitalization of STAR Market companies reached 10.4 trillion yuan, with the technology sector dominating, accounting for 62.1% of the total market cap [5][6]. - The semiconductor industry remains the core focus for fund allocation, with 12 companies in the sector having a market capitalization exceeding 10 billion yuan [9][11]. Group 2: Semiconductor Sector Insights - The market's pricing anchor for the semiconductor sector has shifted from "valuation expansion" to "performance realization," emphasizing the importance of actual earnings [13][14]. - Key drivers for future growth in the semiconductor sector include strong order backlogs, profit growth through acquisitions and expansions, and sustained price increases in advanced processes [13][14]. - Public funds have significantly increased their holdings in semiconductor materials, chip design, and equipment, with companies like ShenGong Co. seeing an 11% increase in fund holdings [15][21]. Group 3: Biopharmaceutical Sector Insights - The biopharmaceutical sector is a critical area for public funds, with major holdings in companies like BeiGene and United Imaging Healthcare, although the sector has faced a reduction in holdings for several key companies [24][26]. - The article notes that innovative drug companies are currently under pressure, with significant reductions in holdings observed in companies like BaiLi TianHeng and RongChang Biopharma [26][28]. - Despite the challenges, companies with strong earnings potential and innovative drug pipelines are still attracting interest from public funds, indicating a selective investment approach [35][40].

无惧美股科技股行情波动，2月13日，重点布局国产AI产业链的科创人工智能ETF（589520）场内涨幅 早盘上探1.72%，后虽被大盘拖累，但仍逆市收涨0.14%，全天成交额6043万元，环比小幅放量。 成份股方面，星环科技领涨超9%，云天励飞、奇安信等个股跟涨，芯原股份涨超2%，股价再创历史新 高。 产业层面，临近春节AI红包大战，国产大模型密集上新，智谱GLM-5火爆全球，马斯克评论字节视频 模型Seedance2.0表示，模型发展速度太快。往后看，DeepSeek V4大模型、阿里巴巴Qwen 3.5等有望在2 月中旬推出，国产大模型或迎来下一波AI高潮。 【国产替代之光，科创自立自强】 科创人工智能ETF华宝（589520）及其联接基金（联接A：024560，联接C：024561）重点布局国产AI 产业链，成份股囊括国产GPU龙头（如寒武纪），国产ASIC龙头（如芯原股份）、AI应用龙头（如金 山办公），半导体行业权重占比近一半，具备较强进攻性；软件行业权重占比超三成，有望受益于AI 应用补涨行情。同时，该ETF是融资融券标的，是一键布局国产算力的高效工具。 *机构观点参考资料来源：国联民生证券2月5 ...

2月13日，芯原股份大宗交易成交40.68万股，成交额9786.03万元，占当日总成交额的1.77%，成交均价 240.56元，较市场收盘价275.5元折价12.68%，其中最高成交价241.62元，最低成交价238元。 | 交易日期 | 证券調称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 美出雪变超 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-02-13 | 芯颜般份 | 688521 | 241.62 | 6042.92 | 25.01 | 机构专用 | 不断的有限公司 | KA | | 2026-02-13 | 芯原般份 | 688521 | 241.62 | 200.54 | 0.83 | PATER 最品牌费 | 公司管理材料图语 | Ka | | 2026-02-13 | 芯原般份 | 688521 | 241.62 | 200.54 | 0.83 | 是什么意思想 | 名自学到材质量语 | 절 | | 2026-02-13 | 芯原层份 | 68 ...

【国产替代之光，科创自立自强】 科创人工智能ETF华宝（589520）及其联接基金（联接A：024560，联接C：024561）重点布局国产AI产业链，成份股囊括国产GPU龙头（如寒武纪），国 产ASIC龙头（如芯原股份）、AI应用龙头（如金山办公），半导体行业权重占比近一半，具备较强进攻性；软件行业权重占比超三成，有望受益于AI应用 补涨行情。同时，该ETF是融资融券标的，是一键布局国产算力的高效工具。 无惧美股科技股行情波动，2月13日，重点布局国产AI产业链的科创人工智能ETF（589520）场内涨幅早盘上探1.72%，后虽被大盘拖累，但仍逆市收涨 0.14%，全天成交额6043万元，环比小幅放量。 成份股方面，星环科技领涨超9%，云天励飞、奇安信等个股跟涨，芯原股份涨超2%，股价再创历史新高。 产业层面，临近春节AI红包大战，国产大模型密集上新，智谱GLM-5火爆全球，马斯克评论字节视频模型Seedance2.0表示，模型发展速度太快。往后看， DeepSeek V4大模型、阿里巴巴Qwen 3.5等有望在2月中旬推出，国产大模型或迎来下一波AI高潮。 政策层面，国资委近日成立央企"AI+"具身智能产 ...

Group 1 - The top-performing stocks in the A-share market during the Year of the Snake include Shangwei New Materials, which saw an increase of over 18 times, and Tianpu Co., which surged by 942% [1] - A total of seven stocks achieved a fivefold increase, while one stock reached a tenfold increase during the Year of the Snake [1] Group 2 - Yunhe Technology (603256.SH) has a current price of 71.60 yuan and a total market capitalization of 62.9 billion yuan, with a growth of 781% [3] - Dingtai Gaoke (301377.SZ) has a market capitalization of 73.6 billion yuan and a current price of 179.57 yuan, showing a growth of 729% [3] - Feiwo Technology (301232.SZ) has a market capitalization of 18.149 billion yuan and a current price of 136 yuan, with a growth of 649% [3] - Shengtong Energy (001331.SZ) has a current price of 52.00 yuan and a market capitalization of 14.6 billion yuan, with a growth of 80% [4] - Chaojie Co. (301005.SZ) has a market capitalization of 21.1 billion yuan and a current price of 157.52 yuan, with significant annual growth [4] - Xianglu Tungsten Industry (002842.SZ) has a current price of 36.38 yuan and a market capitalization of 11.9 billion yuan, with a growth of 467% [4] - Xinyuan Co. (688521.SH) has a market capitalization of 144.8 billion yuan and a current price of 275.50 yuan, with a growth of 462% [4]

经济观察网芯原股份近期股价表现与公司战略调整及订单增长相关，但需注意大基金在该过程中的角色 变化。 大基金三期通过增资天遂芯愿提供战略支持，但其对芯原股份母公司的持股策略有所调整。2025年12 月，大基金宣布计划减持芯原股份不超过1.7%的股份，为七年来的首次减持。同期，双方仍通过联合 收购逐点半导体(交易金额9.3亿元)维持合作。 战略推进 股票近期走势 2026年2月，芯原股份旗下天遂芯愿科技(上海)有限公司注册资本从1000万元增至9.5亿元，增幅达 9400%，并引入国家大基金三期旗下华芯鼎新等战略投资者。这一动作发生在公司终止收购芯来智融仅 两个月后，体现其从外部整合转向内部深耕的战略转向。 截至2026年2月13日，芯原股份股价达273.80元，年初至今涨幅99.90%，当日振幅7.78%。2025年全年股 价区间振幅达328.63%，最低44.47元，最高216.77元。当前股价创新高主要受订单高增、AI算力业务预 期推动，而大基金对子公司的增资是战略生态支持的组成部分。 以上内容基于公开资料整理，不构成投资建议。 业绩经营情况 公司订单增长显著：2025年第四季度新签订单27.11亿元，全年 ...

科创芯片ETF汇添富（588750）业绩比较基准为上证科创板芯片指数收益率，管理人为汇添富基金管理 股份有限公司，基金经理为孙浩，成立（2024-12-18）以来回报为78.76%，近一个月回报为1.72%。 来源：新浪基金∞工作室 2月13日，科创芯片ETF汇添富（588750）开盘跌0.95%，报1.771元。科创芯片ETF汇添富（588750）重 仓股方面，中芯国际开盘跌0.30%，海光信息跌0.89%，寒武纪跌1.12%，澜起科技跌0.78%，中微公司 跌0.63%，拓荆科技跌0.34%，芯原股份跌2.78%，华虹公司跌0.73%，沪硅产业跌0.15%，东芯股份跌 0.80%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 ...

Group 1 - As of February 12, the A-share margin financing balance reached 26,456.02 billion yuan, an increase of 1.17 billion yuan from the previous trading day, accounting for 2.54% of the A-share circulating market value [1] - The margin trading volume on the same day was 2,161.58 billion yuan, which is an increase of 35.52 billion yuan from the previous trading day, representing 10% of the total A-share trading volume [1] - Among the 31 primary industries, 12 experienced net financing inflows, with the electronics industry leading at a net inflow of 759 million yuan [1] Group 2 - A total of 43 stocks had net financing inflows exceeding 100 million yuan, with Liou Co., Ltd. leading at a net inflow of 557 million yuan [2] - Other notable stocks with significant net financing inflows include Zhaoyi Innovation, Lanke Technology, Chip Origin, Kunlun Wanwei, New Yisheng, Jinkai New Energy, Shengtun Mining, Cambricon, and Zijin Mining [2] - According to Guotai Haitong Securities, the price increase of traditional fiberglass electronic cloth has accelerated since February, indicating a tightening supply and rising demand due to AI electronic cloth [2]