Core Viewpoint - The recent pullback of the Huabao Sci-Tech AI ETF (589520) after reaching a historical high is seen as a buying opportunity by investors, reflecting strong confidence in the domestic AI industry chain [1][3]. Group 1: ETF Performance - The Huabao Sci-Tech AI ETF (589520) experienced a decline of 2.71% after hitting a record high, with a trading volume exceeding 55 million yuan within half a day [1]. - Over the past three days, the ETF attracted a total of 121 million yuan in investments, indicating positive market sentiment towards the domestic AI industry chain [1]. Group 2: Component Stocks - Among the component stocks, Yaxin Security led with a gain of over 4%, while Hehe Information rose by more than 3%. Other notable gainers included Chipone Technology, Lattice Semiconductor, and Qi Anxin, each increasing by over 1% [3]. - Conversely, XH Technology saw a decline of nearly 20%, approaching its daily limit down, while Zhongke Shuguang and Haitan Ruisheng fell by over 18% and 11%, respectively, negatively impacting the index performance [3]. Group 3: Industry Developments - The Ministry of Industry and Information Technology recently issued a plan for the high-quality development of industrial internet platforms from 2026 to 2028, marking a new phase in China's industrial internet development [3]. - The plan introduces the concept of "industrial intelligence," emphasizing the deep integration of AI into the entire industrial chain, which is expected to revolutionize traditional manufacturing practices [3]. Group 4: AI Industry Outlook - The AI industry is transitioning from a focus on AIGC (Artificial Intelligence Generated Content) to applications in manufacturing, with the potential for AI to become a true productivity tool [3]. - According to CITIC Securities, the synergy between self-control and AI is expected to drive strong performance in related sectors by 2025, with this trend likely to strengthen further in 2026 [3]. Group 5: ETF Composition and Strategy - The Huabao Sci-Tech AI ETF (589520) is strategically diversified across four key segments: application software, terminal applications, terminal chips, and cloud chips, reflecting the current state of the AI industry chain [4]. - The ETF emphasizes domestic alternatives, with over 70% of its top ten holdings in the semiconductor sector, indicating a high concentration and aggressive positioning [5].

Core Viewpoint - The AI application sector in the A-share market experienced a significant downturn on January 15, with multiple companies facing substantial declines in stock prices, indicating a potential market correction in this sector [1]. Group 1: Market Performance - Companies such as Guangyun Technology and Tianlong Group hit the 20% daily limit down, reflecting severe investor sentiment [1]. - Zhidema and BlueFocus saw declines of over 18% and 12% respectively, indicating a broad sell-off in the AI application sector [1]. - Other companies like Tuoer Si and Yinsai Group also faced declines exceeding 10%, showcasing widespread negative performance across the sector [1]. Group 2: Company Specifics - Guangyun Technology's market capitalization stands at 11.7 billion, with a year-to-date increase of 62.18% despite the recent drop of 20% [2]. - Tianlong Group has a market cap of 10.6 billion and a year-to-date increase of 62.78%, yet it experienced a near 20% decline [2]. - Zhidema, with a market cap of 13.6 billion, saw an 18.18% drop, but still maintains a year-to-date increase of 56.64% [2]. - BlueFocus, valued at 68.3 billion, dropped by 12.02% while having a year-to-date increase of 65.19% [2].

Group 1 - The core viewpoint of the news highlights the strong performance of the Sci-Tech Innovation Artificial Intelligence ETF (589010), which has surged by 3.00% and shows a "highly active" trading pattern, indicating robust market interest in AI-related stocks [1] - Key stocks within the ETF, such as Hai Tian Rui Sheng, have seen significant gains, with Hai Tian Rui Sheng leading with an increase of nearly 11%, while other core companies like Zhong Ke Xing Tu, Xin Yuan Co., and Heng Xuan Technology have all risen over 7%, reflecting a collective surge in the industry chain [1] - The trading volume exceeded 300 million yuan, with a turnover rate surpassing 10%, demonstrating strong market liquidity and a high level of enthusiasm for the AI sector's recovery and long-term growth potential [1] Group 2 - The news mentions that Qianwen's monthly active users have surpassed 10 million within two months of its launch, showing rapid growth among students and white-collar workers, despite competition from other platforms that have imposed restrictions on Qianwen [1] - Open Source Securities indicates that the phase of chaotic competition has ended, transitioning to a competitive landscape characterized by multiple strong players, with the development of large model technology moving beyond the initial "hundred model war" phase into a period focused on core technological breakthroughs and commercial value validation [1] - The general foundational model sector has completed its first round of market consolidation, with the number of core competitors rapidly decreasing from over a hundred, marking a strategic shift in the industry from capital-driven growth to the establishment of technological barriers [1]

Core Viewpoint - The A-share market has seen strong performance in computing power concept stocks, with several companies experiencing significant price increases and market capitalization growth [1]. Group 1: Stock Performance - Hongjing Technology (301396) reached a 20% increase, with a total market value of 13.4 billion and a year-to-date increase of 31.31% [2]. - Haitan Ruisheng (688787) rose by 14.55%, with a market capitalization of 11.4 billion and a year-to-date increase of 62.97% [2]. - Runze Technology (300442) increased by 14.30%, with a market value of 150.5 billion and a year-to-date increase of 74.39% [2]. - Yihualu (300212) saw a 13.26% rise, with a market capitalization of 16.9 billion and a year-to-date increase of 34.61% [2]. - Senyuan Co., Ltd. (300210) increased by 11.17%, with a market value of 5.447 billion and a year-to-date increase of 26.55% [2]. - Zhejiang Wenhu (600986) rose by 10.04%, with a market capitalization of 18.4 billion and a year-to-date increase of 58.44% [2]. - Dawi Technology (600589) increased by 10.01%, with a market value of 16.2 billion and a year-to-date increase of 51.96% [2]. - People's Daily Online (603000) rose by 10.01%, with a market capitalization of 31 billion and a year-to-date increase of 47.14% [2]. - Fenghuo Communication (600498) increased by 10%, with a market value of 66.2 billion and a year-to-date increase of 51.96% [2]. - Hengwei Technology (603496) rose by 9.99%, with a market capitalization of 12.7 billion and a year-to-date increase of 44.83% [2]. - Data Port (603881) increased by 9.99%, with a market value of 27.7 billion and a year-to-date increase of 26.59% [2]. - Zhizhen Technology (003007) rose by 9.99%, with a market capitalization of 6.086 billion and a year-to-date increase of 60.28% [2]. - Tianyu Dike (300047) increased by 9.94%, with a market value of 9.872 billion and a year-to-date increase of 23.35% [2]. - Longxin Zhongke (688047) rose by 9.89%, with a market capitalization of 65.3 billion and a year-to-date increase of 23.35% [2]. - Zhongke Jincai (002657) increased by 8.52%, with a market value of 11 billion and a year-to-date increase of 7.94% [2]. - Tongniu Information (300895) rose by 8.37%, with a market capitalization of 8.11 billion and a year-to-date increase of 30.46% [2]. - Cloudwalk Technology (688327) increased by 8.10%, with a market value of 18.8 billion and a year-to-date increase of 26.30% [2]. Group 2: Market Signals - The formation of a MACD golden cross signal indicates a positive trend for these stocks [1].

Group 1 - The A-share market saw strong performance in computing power concept stocks, with several companies hitting the daily limit up [1] - Hongjing Technology experienced a 20% increase, reaching a market capitalization of 13.4 billion [2] - Haitan Ruisheng and Runze Technology both rose over 14%, with market capitalizations of 11.4 billion and 150.5 billion respectively [2] Group 2 - Yihualu increased by over 13%, with a market cap of 16.9 billion and a year-to-date increase of 34.61% [2] - Senyuan Co. saw an increase of over 11%, with a market cap of 5.447 billion [2] - Other notable performers included Zhejiang Wenhulian, Dawi Technology, and People's Daily, each rising by around 10% [2]

证券代码：688787 证券简称:海天瑞声 公告编号：2026-001 重要内容提示： 北京海天瑞声科技股份有限公司（以下简称"公司"）股票连续3个交 易日（2026年1月9日、2026年1月12日、2026年1月13日）收盘价格涨幅 偏离值累计达到30%，根据《上海证券交易所交易规则》《上海证券交 易所科创板股票异常交易实时监控细则》的有关规定，属于股票交易异 常波动情形。 经公司自查并书面问询公司控股股东、实际控制人，截至本公告披露日， 公司日常经营情况正常，未发生重大变化。公司不存在应披露而未披露 的重大信息。 由于人工智能行业整体发展较为迅速，应用领域和应用场景不断拓展， 下游需求随着行业发展不断发生变化，公司进行数据开发所需的各项技 术也面临着快速迭代的风险；公司业务相关的一体化智能数据处理平台 接入并适配了外部第三方大模型，但公司自身未从事人工智能基座大模 型的开发。请广大投资者审慎决策、理性投资。 截至2026年1月13日，公司股票收盘价为165.02元/股，根据中证指数有 限公司发布的最新数据，公司滚动市盈率为821.41倍，公司所处的软件 和信息技术服务业行业最近一个月平均滚动市盈率为72. ...

每经AI快讯，1月13日，海天瑞声(688787.SH)发布异动公告，由于人工智能行业整体发展较为迅速，应 用领域和应用场景不断拓展，下游需求随着行业发展不断发生变化，公司进行数据开发所需的各项技术 也面临着快速迭代的风险；公司业务相关的一体化智能数据处理平台接入并适配了外部第三方大模型， 但公司自身未从事人工智能基座大模型的开发。请广大投资者审慎决策、理性投资。 ...

海天瑞声公告称，公司股票2026年1月9日、12日、13日连续3个交易日收盘价格涨幅偏离值累计达 30%，属异常波动情形。经自查，公司日常经营正常，无应披露未披露重大信息。截至1月13日，公司 股票收盘价165.02元/股，滚动市盈率821.41倍，高于行业平均的72.38倍。公司提醒，人工智能技术迭 代快，自身未开发人工智能基座大模型，投资者需审慎决策。 ...

Core Viewpoint - The A-share market saw a significant rise in autonomous driving concept stocks, driven by a partnership between autonomous driving company Pony.ai and BAIC New Energy to expand cooperation in L4-level Robotaxi production and operation [1] Group 1: Stock Performance - Tianyin Electromechanical (300342) increased by 14.48%, with a total market value of 22.9 billion and a year-to-date increase of 62.96% [2] - Zhejiang Shibao (002703) rose by 9.98%, with a market capitalization of 23.7 billion and a year-to-date increase of 39.56% [2] - Meihu Co., Ltd. (603319) saw a rise of 9.71%, with a market value of 13 billion and a year-to-date increase of 4.40% [2] - Wanjitech (300552) increased by 8.42%, with a market capitalization of 8.781 billion and a year-to-date increase of 35.70% [2] - Asia-Pacific Shares (002284) rose by 7.28%, with a market value of 12.3 billion and a year-to-date increase of 11.59% [2] - Yanshan Technology (002195) increased by 7.02%, with a market capitalization of 69.1 billion and a year-to-date increase of 71.93% [2] - Hanxin Technology (920092) rose by 6.71%, with a market value of 3.179 billion and a year-to-date increase of 36.78% [2] - Saiwei Electronics (300456) increased by 6.08%, with a market capitalization of 43.4 billion and a year-to-date increase of 6.02% [2]

（文章来源：证券时报网） 数据宝统计，截至11:10，海天瑞声成交额11.91亿元，创2024年12月16日以来新高。最新股价上涨 6.42%，换手率11.55%。上一交易日该股全天成交额为10.80亿元。 据天眼查APP显示，北京海天瑞声科技股份有限公司成立于2005年05月11日，注册资本6032.518万人民 币。（数据宝） ...