以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 资金流向方面，生物经济（970038）指数成份股当日主力资金净流入合计8071.41万元，游资资金净流 出合计4899.4万元，散户资金净流出合计3172.01万元。成份股资金流向详情见下表： 证券之星消息，2月9日，生物经济（970038）指数报收于2195.46点，涨0.82%，成交169.5亿元，换手 率1.47%。当日该指数成份股中，上涨的有39家，深科技以6.07%的涨幅领涨，下跌的有10家，舒泰神 以2.66%的跌幅领跌。 生物经济（970038）指数十大成份股详情如下： ...

证券代码：000021 证券简称：深科技 公告编码：2026-001 深圳长城开发科技股份有限公司 第十届董事会第十七次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 深圳长城开发科技股份有限公司第十届董事会第十七次会议于 2026 年 2 月 9 日以通讯方式召开，该次会议通知已于 2026 年 1 月 29 日以电子邮件方式发至全 体董事及相关与会人员，会议应参与表决董事 9 人，实际参与表决董事 9 人，符 合《中华人民共和国公司法》和《公司章程》的有关规定。会议审议并通过如下 事项： 董事会 二○二六年二月十日 第 1 页 共 2 页 深圳长城开发科技股份有限公司 董事会决议公告 2026-001 附：周庚申先生简历 一、审议通过了《关于聘任公司总法律顾问的议案》 经公司董事会提名委员会提议、董事会审议，决定聘任周庚申先生为公司总 法律顾问（简历附后），任期同公司第十届董事会。 审议结果：同意 9 票，反对 0 票，弃权 0 票，表决通过。 特此公告。 深圳长城开发科技股份有限公司 周庚申先生，59岁，本公司董事、副总裁，中国国籍，毕业于 ...

Group 1 - The core stock price of Shenzhen Technology increased by 5.15%, reaching 28.59 CNY per share, with a trading volume of 1.416 billion CNY and a turnover rate of 3.23%, resulting in a total market capitalization of 44.934 billion CNY [1] - Shenzhen Technology, established on July 4, 1985, and listed on February 2, 1994, specializes in the research and production of hard disk heads, advanced manufacturing of electronic products, metering systems, payment terminal products, digital home products, and LEDs [1] - The revenue composition of Shenzhen Technology includes high-end manufacturing at 50.52%, storage semiconductor business at 27.13%, metering intelligent terminals at 21.70%, and other supplementary sources at 0.66% [1] Group 2 - Among the top ten circulating shareholders of Shenzhen Technology, a fund under Southern Fund holds a significant position, with the Southern CSI 500 ETF (510500) reducing its holdings by 325,100 shares in the third quarter, now holding 15.8434 million shares, which is 1.01% of the circulating shares [2] - The Southern CSI 500 ETF (510500), established on February 6, 2013, has a current scale of 144.69 billion CNY, with a year-to-date return of 9.15% ranking 454 out of 5,579 in its category, and a one-year return of 44.18% ranking 1,155 out of 4,289 [2] - The fund manager of Southern CSI 500 ETF (510500) is Luo Wenjie, who has a cumulative tenure of 12 years and 297 days, managing total assets of 171.358 billion CNY, with the best fund return during his tenure being 187.93% and the worst being -47.6% [3]

与此同时，备受市场关注的美国非农就业数据原定于本周五发布，但受美国联邦政府停摆危机解除的影 响，该数据已推迟至下周周三公布。不过本周公布的其他多项数据显示，美国劳动力市场出现新的疲软 信号 —— 职位空缺数跌至 2020 年以来最低水平，企业裁员公告数量则大幅激增。 责任编辑：郭明煜 美股期货周五盘前走低，亚马逊发布财报后股价大跌，严重压制科技板块市场情绪；华尔街经历重挫交 易日后，投资者正准备迎接市场进一步下挫。 标普 500 指数期货（ES=F）下跌 0.2%，纳斯达克 100 指数期货（NQ=F）重挫约 0.5%，道琼斯工业平 均指数期货（YM=F）微跌 0.1%。 美股料在近期大幅抛售的基础上继续走低，科技股再度成为领跌主力。目前，标普 500 指数（^GSPC） 和纳斯达克综合指数（^IXIC）的 2026 年年内表现已转负。 市场对亚马逊财报的反应进一步加剧了悲观情绪。这家头部云服务提供商下调了营业利润预期，同时披 露 2026 年资本支出将大幅攀升至至少 2000 亿美元，其股价应声暴跌超 10%。华尔街正权衡亚马逊的 人工智能相关支出与业绩增长前景，加之市场对人工智能发展对传统科技业务的冲击担 ...

【CNMO科技消息】2月6日，小米创办人雷军通过社交媒体分享了一则来自国际权威媒体的重磅好评。 据《华尔街日报》报道，其资深科技专栏作家乔安娜·斯特恩通过朋友借得一辆小米SU7 Max，在美国 新泽西州进行了为期两周的深度试驾。其体验报告不仅对车辆赞誉有加，更引出了传统汽车巨头——福 特汽车公司CEO的强烈共鸣。 小米SU7 CNMO注意到，在《华尔街日报》的报道中，科技专栏作家乔安娜·斯特恩对小米SU7 Max的驾驶体验 和智能生态给出了高度评价。她特别强调，SU7 Max带给她的整体感受，完全符合大众对一家科技公司 如何造车的期待，而不是传统的汽车公司在做科技叠加。 A10 | Tuesday, February 3, 2026 PERSONAL JOURNAL. I Tested a Chinese-Made EV nd Now Yearn for M THE WALL STREET JOURNAL. 报道中更具戏剧性和行业影响力的细节是，全球汽车工业的巨头之一——福特汽车公司的CEO吉姆·法 利，在亲自试驾了小米SU7之后，也对其表现赞不绝口。报道原文用"爱不释手"来形容他的态度，吉姆· 法利本人更是 ...

资金流向方面，深证国企ESG（970055）指数成份股当日主力资金净流出合计4.88亿元，游资资金净流 入合计1.21亿元，散户资金净流入合计3.67亿元。成份股资金流向详情见下表： 证券之星消息，2月4日，深证国企ESG（970055）指数报收于1517.31点，涨1.27%，成交426.81亿元， 换手率1.53%。当日该指数成份股中，上涨的有35家，中来股份以20.0%的涨幅领涨，下跌的有15家， 深科技以5.09%的跌幅领跌。 深证国企ESG（970055）指数十大成份股详情如下： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1 - The advanced packaging index declined by 2% on February 4, with most constituent stocks experiencing a drop [1] - Taiji Industry fell by 4.53%, Shenzhen Technology decreased by 4.05%, Tongfu Microelectronics dropped by 3.36%, Fuman Micro fell by 2.82%, and Huatian Technology declined by 2.72% [1]

Group 1 - The perception that HDDs are a seasonal and cyclical industry is outdated, with a current focus on supplying large-capacity HDDs to AI hyperscale cloud service providers, whose purchasing behavior is no longer influenced by seasonality or economic cycles [1] - By 2026, HDD production capacity has been fully booked, with contracts extending to 2027 and 2028, and discussions ongoing about potential extensions to 2028, 2029, and even inquiries for 2030 [1] - HDDs are the lowest-cost storage medium, and the AI boom has led to supply shortages, as AI servers consume significantly more storage than conventional servers, resulting in a surge in demand for nearline HDDs [1] Group 2 - The core advantages of HDDs include low unit storage costs, total cost of ownership (TCO), and physical storage performance, with a current price difference of 4-6 times compared to SSDs, making them a cost-effective choice for cloud computing vendors [2] - Future HDD applications will focus on large-scale data lakes and cold data archiving, with a projected market growth rate of approximately 15% over the next three years [2] - The HDD industry supply chain includes upstream components such as disks, heads, and controllers, with HDD manufacturing in the midstream and applications primarily in AI data lakes and cold data archiving in the downstream [2]

Summary of Key Points Core Viewpoint - The A-share market experienced significant block trading activity on February 3, with a total transaction value of 2.236 billion yuan, highlighting notable trading in specific stocks such as Shanghai Airport, Zijin Mining, and Longjing Environmental Protection [1]. Group 1: Block Trading Activity - A total of 80 stocks underwent block trading, with Shanghai Airport leading at 349 million yuan, followed by Zijin Mining at 274 million yuan and Longjing Environmental Protection at 161 million yuan [1]. - Among the stocks traded, 7 were sold at par value, 2 at a premium, and 71 at a discount, indicating a predominance of discounted trades [1]. Group 2: Premium and Discount Rates - The stocks with the highest premium rates were DeMa Technology at 5.67% and Shen High-Speed at 2.01% [1]. - The stocks with the highest discount rates included Kai Fa Technology at 29.94%, New Wave Shares at 23.56%, and Ai Meike at 23.43% [1]. Group 3: Institutional Buying and Selling - The top institutional buying positions included Shanghai Airport at 349 million yuan, Longxin Zhongke at 116 million yuan, and Xinyuan Shares at 60.575 million yuan [2]. - The leading institutional selling positions were Nanxin Technology at 8.4 million yuan and Guobo Electronics at 4.1784 million yuan [2].

Investment Rating - The industry investment rating is maintained as "Positive" [4] Core Insights - The demand for AI computing power is driving a persistent shortage in storage [2][8] - Major storage companies are experiencing strong performance, with AI demand expected to continue creating incremental opportunities [6] - The supply of niche storage is under pressure from mainstream storage, leading to a sustained tight supply situation [7] Summary by Sections Investment Recommendations and Targets - Key investment targets include domestic storage chip design companies such as Zhaoyi Innovation, Puran, Jucheng, Dongxin, Beijing Junzheng, and Hengsuo [2][8] - Domestic storage module manufacturers like Jiangbolong, Demingli, and Baiwei Storage are also highlighted [2] - Companies benefiting from storage technology iterations include Lanke Technology, Lianyun Technology, and Aojie Technology [2] - Semiconductor equipment firms such as Zhongwei Company, Jingzhida, and Beifang Huachuang are recommended [2] - Domestic packaging and testing companies like Shentek, Huicheng, and Tongfu Microelectronics are included in the investment targets [2] Market Dynamics - TrendForce has revised upward the price growth rates for DRAM and NAND Flash products for the first quarter, with DRAM contract prices expected to rise by 90-95% and NAND Flash by 55-60% [7] - AI computing demand is becoming the dominant factor in storage demand, with significant price increases anticipated for Server DRAM and Enterprise SSDs [7] - The AI inference process is expected to significantly alter data center storage structures, leading to increased demand for active data storage [7] Niche Storage Supply - Niche storage products like NOR Flash and MLC/SLC NAND Flash are expected to remain in tight supply due to reduced production from major suppliers focusing on mainstream products [7] - The global capacity for MLC NAND Flash is projected to decrease by 41.7% in 2026 due to supply constraints [7]