Investment Rating - The report maintains a "Positive" investment rating for the electronic industry, indicating an expectation of returns stronger than the market benchmark by over 5% [5]. Core Insights - Strong demand for computing power driven by AI applications is expected to continue, with significant investments from major cloud providers [8]. - The hardware supply-demand imbalance is spreading across various sectors, leading to price increases [8]. - New technologies such as CPO (Co-Packaged Optics) are anticipated to create additional demand [8]. Summary by Sections Investment Recommendations and Targets - Key investment targets include: - Semiconductor manufacturing: SMIC (688981, Buy), Hua Hong Semiconductor (01347, Buy) - Testing and packaging: Changdian Technology (600584, Buy), Tongfu Microelectronics (002156, Buy), and others [9]. - Server storage: Lianqi Technology (688008, Buy) - CPUs: Haiguang Information (688041, Buy), Longxin Technology (688047, Not Rated), and others [9]. - Passive components: Sanhua Group (300408, Buy), Fenghua Advanced Technology (000636, Not Rated) [9]. - Server manufacturing: Industrial Fulian (601138, Buy), Huaqin Technology (603296, Buy) [9]. - Analog and power chips: Naxin Micro (688052, Buy), Sierui Technology (688536, Not Rated), and others [9]. - Semiconductor equipment: Zhongwei Company (688012, Buy), Northern Huachuang (002371, Buy), and others [9]. - Optical devices/chips: Zhishang Technology (301486, Not Rated), Tianfu Communication (300394, Not Rated), and others [9]. AI Applications and Edge Computing - Key targets in edge AI applications include: - AI main control chips: Amlogic (688099, Buy), Hengxuan Technology (688608, Buy) - Edge storage: Zhaoyi Innovation (603986, Buy), Bawei Storage (688525, Buy) [10]. - Terminal manufacturers: Hikvision (002415, Buy), Luxshare Precision (002475, Buy), BYD Electronics (00285, Not Rated), and others [10]. - Core components for AI edge: Huanxu Electronics (601231, Buy), Sunny Optical Technology (02382, Buy), and others [10].

格隆汇2月5日丨中国长城(000066.SZ)在互动平台表示，公司可为相关行业提供系列AI服务器产品，覆 盖医疗、金融、互联网、云服务等领域，满足不同行业的AI应用需求。 ...

金融资产管理公司如何深入学习贯彻全会精神，践行金融工作的政治性、人民性？作为金融资产管理公 司派驻的专业经营机构，如何在全会精神指引下强化功能性定位，在提升专业能力中找准发力点？对 此，《金融时报》记者专访了中国长城（000066）资产上海分公司党委书记、总经理侯军帮。 《金融时报》记者：作为中国长城资产派驻上海的专业经营机构，中国长城资产上海分公司如何深入学 习贯彻党的二十届四中全会精神，践行金融工作的政治性、人民性？ 党的二十届四中全会深刻阐释了新时代全面深化改革的重大意义，作出了一系列重要部署，为金融业践 行政治性、人民性，服务国家战略指明了根本方向。 《金融时报》记者：中国长城资产上海分公司如何提升专业服务能力，夯实高质量发展基础？ 侯军帮：面对上海金融市场的竞争和复杂的业务场景，中国长城资产上海分公司以全会精神为指引，聚 焦核心能力建设，不断提升不良资产经营管理专业能力，优化经营模式，深耕主业，推动主业实现质的 有效提升和量的合理增长。以创新驱动提升资产管理能力，构建多元业务模式，平衡跨周期财务波动。 积极探索REITs、私募、资本市场等资产退出路径。在服务场景上，聚焦高新技术产业、消费升级、养 老 ...

证券日报网讯 2月4日，中国长城（000066）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东户数为397592户。 ...

证券日报网讯 2月4日，中国长城（000066）在互动平台回答投资者提问时表示，公司关注行业前沿技 术并结合公司实际业务需求，进行充分评估和规划。 ...

中国长城2月4日在互动平台表示，公司未涉及转融通业务。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300588 | 熙菱信息 | 25.32 | -0.31% | 3.25万 | 8203.71万 | | 002970 | 锐明技术 | 61.16 | -0.16% | 6.72万 | 4.12 Z | | 301042 | 安联锐视 | 86.10 | 0.00% | 1.22万 | 1.05亿 | | 002912 | 中新赛克 | 30.99 | 0.13% | 2.85万 | 8815.59万 | | 002869 | 金溢科技 | 22.94 | 0.22% | 2.37万 | 5407.17万 | | 920976 | 视声智能 | 29.83 | 0.27% | 1.05万 | 3116.43万 | | 300368 | 汇金股份 | 12.94 | 0.31% | 14.95万 | 1.93亿 | | 000977 | 浪潮信息 | 61.12 | 0.38% | 35.58万 | 21.63亿 | | 003004 | *ST ...

2月3日，中国长城大宗交易成交20万股，成交额281.8万元，占当日总成交额的0.12%，成交价14.09 元，较市场收盘价16.36元折价13.88%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2026-02-03 | 000066 | 中国长城 | 14.09 | 20.00 | 281.80 德邦证券股份有限 | 德邦证券股份有限 | | | | | | | 公司上海志丹路证 | 公司上海志丹路证 | | | | | | | 券营业部 | 券营业部 | ...

华夏中证大数据产业ETF（516000）基金经理为司帆。 截至发稿，司帆累计任职时间4年214天，现任基金资产总规模73.41亿元，任职期间最佳基金回报 84.4%， 任职期间最差基金回报-30.98%。 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。 2月3日，中国长城涨5.11%，截至发稿，报16.45元/股，成交18.26亿元，换手率3.52%，总市值530.64亿 元。 责任编辑：小浪快报 资料显示，中国长城科技集团股份有限公司位于广东省深圳市南山区科技园中电长城大厦，成立日期 1997年6月19日，上市日期1997年6月26日，公司主营业务涉及网络安全与信息化、高新电子、电源、园 区与物业服务及其他业务。主营业务收入构成为：计算产业80.86%，系统装备13.52%，其他(补 充)5.62%。 从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓中国长城。华夏中证大数据产业ETF（516000）四季度减持1400 股， ...

Market Overview - The computer equipment sector experienced a decline of 1.4% on January 30, with Haohan Deep leading the drop [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Stock Performance - Notable gainers in the computer equipment sector included: - Chunzong Technology (603516) with a closing price of 165.70, up 6.94% and a trading volume of 164,300 shares, totaling 2.653 billion yuan [1] - Lang Technology (300042) closed at 37.07, up 5.01% with a trading volume of 359,800 shares, totaling 1.335 billion yuan [1] - Tongyou Technology (300302) closed at 22.70, up 4.18% with a trading volume of 511,400 shares, totaling 1.143 billion yuan [1] Decliners - Major decliners included: - Haohan Deep (688292) with a closing price of 30.00, down 5.42% and a trading volume of 113,000 shares, totaling 3.42 billion yuan [2] - Dahua Intelligent (002512) closed at 5.83, down 5.36% with a trading volume of 734,700 shares, totaling 431 million yuan [2] - Aerospace Intelligent Equipment (300455) closed at 27.45, down 4.82% with a trading volume of 324,900 shares, totaling 894 million yuan [2] Capital Flow - The computer equipment sector saw a net outflow of 2.172 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.956 billion yuan [2] - The detailed capital flow for selected stocks showed: - Tongyou Technology (300302) had a net inflow of 86.67 million yuan from institutional investors, while retail investors had a net outflow of 77.96 million yuan [3] - ST Yingfeituo (002528) experienced a net inflow of 32.07 million yuan from institutional investors, with retail investors seeing a net outflow of 17.88 million yuan [3] - Zhimi Intelligent (001339) had a net inflow of 20.87 million yuan from institutional investors, while retail investors had a net outflow of 38.88 million yuan [3]