Market Overview - A total of 32 stocks hit the daily limit up, while 11 stocks faced limit down, resulting in a sealing rate of 74%. The market saw a significant decline with over 3,800 stocks falling, and the three major indices closed lower, with the Shanghai Composite Index down 1.26%, the Shenzhen Component Index down 1.28%, and the ChiNext Index down 1.57% [1][3]. - The trading volume in the Shanghai and Shenzhen markets was 1.98 trillion yuan, a decrease of 159.1 billion yuan compared to the previous day [1]. Stock Performance - The stock "掌阅科技" (Zhangyue Technology) achieved a five-day limit up streak, while "豫能控股" (Yuneng Holdings), "美邦股份" (Meibang Shares), and "金时科技" (Jinshi Technology) recorded three consecutive limit ups [1][8]. - The performance of stocks related to military industry, film and television, paper, and semiconductor equipment showed notable gains, while sectors such as photovoltaic, non-ferrous metals, oil and gas, and shipping faced significant declines [1]. Sector Analysis - The AI review concept stocks were active in the morning session, with "汉邦高科" (Hanbang High-Tech) and "国安股份" (Guoan Shares) hitting the limit up, while "视声智能" (Shisheng Intelligent) surged over 20% [4]. - The storage chip industry is expected to see a price increase of 80% to 90% by the first quarter of 2026, driven by a significant rise in general server DRAM prices. Companies like "圣晖集成" (Shenghui Integration) and "微导纳米" (Weidao Nano) saw substantial gains [5][12]. - The commercial aerospace sector is experiencing a revival, with companies like "安达维尔" (Andavil) and "航发动力" (Hangfa Power) hitting the limit up, although "巨力索具" (Juli Rigging) faced consecutive limit downs due to negative news [6][19]. Future Outlook - The recent panic selling in the US stock market and commodity markets negatively impacted the performance of domestic stocks, leading to increased risk aversion among investors. The market is expected to remain cautious, with potential for a rebound if external markets stabilize [7]. - The demand for AI servers is driving significant capital expenditure growth in DRAM and logic chips, with expectations for the global wafer front-end equipment market to exceed $130 billion by 2026, marking a growth rate of over 20% [12][20].

证券日报网讯 2月13日，深科技（000021）在互动平台回答投资者提问时表示，截至2026年2月10日， 公司股东户数为200575户。 ...

Core Viewpoint - The AI industry is experiencing a surge in activity with major companies like ByteDance, Alibaba, and others releasing flagship models, indicating a competitive landscape and potential investment opportunities in AI applications and related sectors [3][6]. Group 1: Industry Performance - On the last trading day before the Year of the Snake, the film and media, as well as semiconductor equipment sectors, saw significant gains, with the Seedance video model index rising against the trend [4]. - Companies such as iReader Technology and Light Media reached their daily limit up, while semiconductor stocks like Deep Technology and North Huachuang also surged [4]. - In the Hong Kong market, AI leaders MiniMax and Zhiyu both saw their market values exceed HKD 200 billion [4]. Group 2: AI Model Developments - ByteDance's Seedance 2.0 model has achieved four key breakthroughs, including multi-modal input support and a significant reduction in video production costs, with costs dropping to between 4.5-9 yuan per 15-second 1080P video [6][7]. - Zhiyu AI launched its flagship model GLM-5, enhancing programming capabilities, while MiniMax introduced its new text model MiniMax M2.5 [7]. - The rapid release of flagship models in the AI sector is noted as unprecedented, with a shift towards converting technological advancements into consumer products [7]. Group 3: Market Trends and Investment Insights - The AI sector is witnessing a surge in ETF investments, with several thematic ETFs showing over 20% gains this year [6]. - Analysts caution that the current enthusiasm in the AI sector may lead to overvaluation, with some stocks already reflecting optimistic future earnings [9]. - Investment opportunities are seen in areas with high certainty, such as computing infrastructure and content production, while risks remain due to high valuations and market volatility [9][10]. Group 4: Future Outlook - The AI commercialization path is expected to focus on user subscriptions and enterprise applications, with internet tech companies poised to benefit from advertising and value-added services [10]. - Market sentiment is anticipated to improve post-Spring Festival, with analysts expressing a relatively optimistic outlook for the A-share market [10].

一、沪深股通前十大成交 今日沪股通总成交金额为1244.54亿，深股通总成交金额为1451.88亿。 | | 沖股通 ( | 2月13日 | D | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601899 | 三十四年来 | 25.26 | | 2 | 600519 | 贵州茅台 | 21.84 | | 3 | 688256 | 其配 | 18.75 | | 4 | 603986 | 兆易创新 | 14.25 | | 5 | 601318 | 中国平安 | 13.57 | | 6 | 600522 | 中天科技 | 11.44 | | 7 | 603259 | 药明康德 | 11.15 | | 8 | 600036 | 招商银行 | 9.33 | | 9 | 688008 | 測試科技 | 9.16 | | 10 | 666809 | 洛阳铝业 | 9.10 | | | 深胺通( | 2月13日 | ) | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 300750 | 宁德时代 | 38.95 ...

今日沪股通总成交金额为1244. 54亿，深股通总成交金额为1451 .88亿。 | | 沖殿運（ | 2月13日 | ) | | | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | | 成交金额(亿元) | | 1 | 601899 | 紫金矿业 | | 25.26 | | 2 | 600519 | 贵州茅台 | | 21.84 | | 3 | 688256 | 美丽红 | | 18.75 | | 4 | 603986 | 兆易创新 | | 14.25 | | 5 | 601318 | 中国平安 | | 13.57 | | 6 | 600522 | 中天科技 | | 11.44 | | 7 | 603259 | 约明康德 | | 11.15 | | 8 | 600036 | 招商银行 | | 9.33 | | 9 | 688008 | 澜起科技 | | 9.16 | | 10 | 603993 | 洛阳钼业 | | 9.10 | | | 深股通 ( | 2月13日 | ) | | | 排名 | 股票代码 | 股票名称 | | 成交金额(亿元) | | 1 ...

蛇年最后一个交易日，A股三大指数集体下挫，沪指跌1.26%，深证成指跌1.28%，创业板指跌1.57%。军工装备、影视院线、半导体板块涨幅靠前；光伏设 备、小金属、钢铁、港口航运、油气开采及服务板块下跌。 | 代码 | 名称 | 价格 | 张跌 | 涨幅量 | 换手% 几天几板[2 ... | 成交额 | 成交量 涨停分析 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300812 | 易天股份 | 41.76 | +6.96 | +20.00% | 32.04% 自板张停 | 11.727. | CPO+元进封装 29.70万 | | 300449 | 汉邦高科 | 9.18 | +1.53 | +20.00% | 17.48% 自极张侵 | 6.04 7. | 67.49万 数字水印+智拿 | | 300719 | 安达维尔 | 20.89 | +3.48 | +19.99% | 31.97% 首板涨停 | 11.46 Z | 57.43万 国产大 《机+e | | 002498 | 汉缆胶价 | 6.77 | +0.62 | +10.08% ...

-今日A股共有13只个股换手率超过30%； -大位科技、C林平、荣信文化等个股换手率居前； 【主力资金】 -主力资金今日净流入电子、银行、交通运输、汽车、家用电器、钢铁、农林牧渔等板块，净流出电力 设备、有色金属、传媒、计算机、机械设备、通信、医药生物等板块； -蓝色光标、中际旭创、协鑫集成、新易盛、信维通信资金净流出规模居前，分别净流出32.94亿元、 27.41亿元、26.37亿元、25.99亿元、21.11亿元。 【振幅大】 -今日A股共有6只个股振幅超过20%； -视声智能、易天股份、*ST云创等个股振幅居前； 【换手率高】 -东山精密、深科技、华胜天成、阳光电源、C电科资金净流入规模居前，分别净流入19.48亿元、18.57 亿元、16.44亿元、14.29亿元、14.27亿元； (本文来自第一财经) ...

格隆汇2月13日｜存储芯片概念午后继续活跃，深科技涨停，华海诚科、德明利、万润科技、兆易创新 跟涨。消息面上，市场研究公司Counterpoint近日发布的《2月内存价格追踪报告》显示，截至2026年第 一季度，内存价格环比上涨80%—90%，本轮上涨的主要推手是通用服务器DRAM价格大幅攀升。 ...

A股市场今天（2月13日）上午整体出现调整，多数指数和板块不同程度下跌。 存储芯片概念板块大涨，成为上午A股市场主要亮点之一。 港股市场今天上午整体调整，恒生指数盘中跌幅超过1%。港股通标的股中，健康之路大涨，盘中涨幅接近30%。 A股市场整体调整 存储芯片概念大涨 A股市场今天上午整体下行，主要指数不同程度下跌。 行业板块和赛道方面，若按照申万一级行业划分，石油石化、建筑材料、有色金属等板块跌幅居前，相关板块盘中跌幅均超过2%。钢铁、通 信、煤炭等板块也明显走弱。 国防军工板块领涨，板块盘中涨幅超过1%，农林牧渔、食品饮料、综合等板块盘中涨幅也居于前列。 概念板块方面，存储芯片概念大涨，微导纳米大涨，盘中股价再创历史新高。微导纳米官网资料显示，公司主要产品为应用于逻辑芯片、存储芯 片、光伏电池、硅基微显示、化合物半导体和3D封装等半导体及泛半导体的专用设备和成套技术，以及应用于柔性电子、新一代高效太阳能电 池整线的量产解决方案。 港股健康之路盘中大涨近30% 港股市场今天上午整体调整，恒生指数盘中跌幅超过1%。 恒生指数成份股中，紫金矿业、中国人寿、信义光能等股票盘中领跌。联想集团、海底捞等股票盘中领涨。 ...

Group 1 - The storage index increased by 2% during intraday trading on February 13 [1] - Among the constituent stocks, ShenKangJia A reached the daily limit, while ShenTech rose by 8%, Langke Technology increased by 7%, and Zhaoyi Innovation grew by 4% [1]