格隆汇9月12日｜芯原股份(688521.SH)今日复牌，盘初涨近20%，报183.4元。消息面上，芯原股份宣布将以发行股份及支付现金方式购买芯来智融股权， 股票今日复牌。芯原股份还称，截至2025年第二季度末，在手订单金额为30.25亿元，创历史新高。2025年7月1日至2025年9月11日，公司新签订单12.05亿 元，较去年第三季度全期大幅增长85.88%，新签订单已创历史新高，其中AI算力相关的订单占比约64%。 ...

Group 1 - The Sci-Tech Innovation 50 Index experienced a rapid increase of over 2% at the beginning of trading [1] - Among the constituent stocks, Chip Origin Technology surged over 16% [1] - Other notable performers included Cambricon Technologies and Baiwei Storage, both rising over 5% [1]

Group 1 - The core point of the article highlights the performance of the Sci-Tech ETF (588050), which opened with a slight decline of 0.29% at 1.357 yuan [1] - Major holdings in the Sci-Tech ETF include companies like SMIC, which fell by 0.91%, and other firms such as Haiguang Information and Transsion Holdings, which saw declines of 2.19% and 2.73% respectively [1] - The ETF's performance benchmark is the Shanghai Stock Exchange Sci-Tech 50 Index, managed by ICBC Credit Suisse Asset Management, with a return of -5.04% since its inception on September 28, 2020, and a recent one-month return of 26.15% [1] Group 2 - The article provides specific stock performance data for the ETF's holdings, indicating mixed results with some companies like Chipone rising by 8.35% while others like Ninebot fell by 0.28% [1] - The fund manager is Zhao Xu, indicating a leadership role in the management of the ETF [1]

Group 1 - The semiconductor sector experienced a significant rally at the beginning of trading, with notable gains in various companies [1] - Chipone Technology saw its stock price increase by over 10%, reaching a new high [1] - Other companies such as Demingli, Yangjie Technology, Jiangbolong, Purun Technology, Liyang Chip, and Juguang Technology also experienced upward movement in their stock prices [1]

芯原股份复牌高开超8%，公司公告称，7月1日至9月11日新签订单12.05亿元创历史新高，AI算力相关 的订单占比约64%。 ...

3. 据纽约时报9月10日报道，甲骨文已与OpenAI签署合作协议；根据协议，OpenAI将在约五年时间内采 购价值3000亿美元的计算资源。该合同将于2027年正式启动，旨在支撑OpenAI的大型数据中心项目"星 际之门（Stargate）"。甲骨文周三披露截至8月31日的最新财季新增了3170亿美元的未来合同收入后， 该公司股价当日一度飙升42%。如报道属实，这将成为有史以来规模最大的云计算合同之一。 2025年9月11日，截至收盘，沪指涨1.65%，报收3875.31点；深成指涨3.36%，报收12979.89点；创业板 指涨5.15%，报收3053.75点。科创半导体ETF（588170）涨4.27%，半导体材料ETF（562590）涨 3.71%。 隔夜外盘：截至收盘，道琼斯工业平均指数涨1.36%；纳斯达克综合指数涨0.72%；标准普尔500种股票 指数涨0.85%。费城半导体指数涨0.63%，恩智浦半导体涨1.79%，美光科技涨7.55%，ARM涨0.36%， 应用材料涨4.12%，微芯科技涨0.43%。 行业资讯： 1. 芯原股份公告称，截至2025年第二季度末，在手订单金额为30.25亿元， ...

芯原股份同时披露，截至2025年第二季度末，公司在手订单金额为30.25亿元，已连续七个季度保持高 位，创公司历史新高。2025年7月1日至2025年9月11日，公司新签订单12.05亿元，较去年第三季度全期 大幅增长85.88%，新签订单已创历史新高，其中AI算力相关的订单占比约64%。 9月11日晚间，芯原股份公告称，公司拟通过发行股份及支付现金方式向芯来共创、胡振波、芯来合创 等31名交易对方购买其合计持有的芯来科技97.0070%股权，并募集配套资金。截至目前，上市公司直 接持有芯来科技2.9930%股权，本次交易完成后，芯来科技将成为上市公司的全资子公司。公司股票将 于9月12日开市起复牌。 （文章来源：21世纪经济报道） ...

Group 1 - The company reported a record high order backlog of 30.25 billion yuan as of the end of Q2 2025, maintaining high levels for seven consecutive quarters [1] - New orders signed from July 1 to September 11, 2025, amounted to 12.05 billion yuan, representing a significant year-on-year increase of 85.88%, with AI computing-related orders accounting for approximately 64% [1] - The company plans to acquire 97.0070% of Chipwise Technology through a combination of share issuance and cash payment, with the share price set at 106.66 yuan per share [1] Group 2 - The acquisition of Chipwise Technology is expected to create threefold synergy: business, customer, and cost [2] - Business synergy will enhance the company's competitive advantage in AI ASIC design services, as Chipwise is one of the first RISC-V CPU IP providers in China [2] - Customer synergy will strengthen the company's positioning in high-growth areas such as AI, IoT, and automotive electronics, leveraging Chipwise's existing client base [2] - Cost synergy will be achieved through the integration of resources, reducing R&D and operational costs [2] Group 3 - The company is projected to achieve revenues of 30 billion, 38 billion, and 47 billion yuan from 2025 to 2027, with expected net profits of -1.0 billion, 2.0 billion, and 4.2 billion yuan respectively [2] - The current valuation premium is attributed to the company's status as a leading ASIC provider in China, with significant advantages in technology accumulation, customer resources, and product deployment [2]

Core Viewpoint - Chipone Technology is acquiring a 97.0070% stake in Xinlai Technology to enhance its RISC-V CPU IP capabilities, which is crucial for the company's growth in the semiconductor industry [1][2]. Group 1: Acquisition Details - Chipone plans to purchase Xinlai Technology's stake through a combination of share issuance and cash payment, with the share price set at 106.66 CNY per share, representing 81.11% of the average stock price over the last 20 trading days [1]. - The acquisition aims to bolster Chipone's position in the RISC-V CPU IP market, which is essential for the company's strategy in the semiconductor sector [1][3]. Group 2: Xinlai Technology Overview - Xinlai Technology, established in 2018, specializes in semiconductor IP design and has developed over 70 IP products, including more than 20 RISC-V IPs [2]. - The company has achieved a high gross margin exceeding 90% for its RISC-V IP licensing services and is nearing breakeven [2]. Group 3: Industry Context and Future Prospects - Chipone has been actively involved in the RISC-V industry for over seven years and has established partnerships with leading companies in the field [3]. - The global RISC-V market is projected to reach 92.7 billion USD by 2030, with a compound annual growth rate of 47.4%, indicating significant growth potential in various applications [3].

机构指出，AI方向迎来新的催化，对A股形成正向反馈。 【财经日历】 科创50指数三季度调样于收市后生效； 2025中国文化旅游产业博览会； 高质量完成"十四五"规划系列主题新闻发布会：介绍"十四五"时期财政改革发展成效。 | | | | 名称 | 现价 | | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指数 | 46108.00 c 617.08 617.08 1.36% | | | | 纳斯达克指数 | 22043.07 c | | | | 标普500 | 6587.47 c | | | 美股周四延续强势，三大指数集体刷新历史纪录。美国通胀与就业数据出炉后，市场进一步加码对美联储即将降息的押注，科技股与部分周期板块走强，带 动大盘全线走高。 截至收盘，道琼斯工业平均指数上涨617.08点，涨幅1.36%，报46108.0点，历史上首次站上46000点关口；标准普尔500指数上涨55.43点，涨幅0.85%，收于 6587.47点；纳斯达克综合指数上涨157.01点，涨幅0.72%，收于22043.07点，史上首次收在22000点上方。 大宗商品方面，国际油价下跌。WTI原 ...