1、高位股批量创异动,看监管如何反应 1月12日，市场震荡拉升，三大指数均涨超1%，创业板指探底回升，此前一度跌超1%。沪深两市成交额3. 6万亿，连续第2个交易日突破3万亿，较上一个交易日放量4787亿，刷新此前在2024年10月8日创下的成 交额历史纪录。 涨幅排名 涨停排名 大盘云图 严重异动 DDE排名 资金流向 主力增仓 财务数据 上市至今 陆股通排名 严重异动股票预测 ② 录日涨幅 严重异动规则触发条件 规则是否触发 ▽ 日期 代码 名称 ss spering the see the series of the see the series of the see the series of the see the series and the seen the sering the seen and the seen and the sent the sent the seen 2026-01-12 002413 雷科防务 +10.00% 收盘涨幅达到 +6.51% 将触发 已触发 10日偏离值: 106.78% 2026-01-12 688270 臻镭科技 +7.80% 收盘涨幅达到 +11.2 ...

Market Overview - The Shanghai Composite Index rose by 1.09% on January 12, with 28 out of the 31 sectors experiencing gains, led by the Media and Computer sectors, which increased by 7.80% and 7.26% respectively [1] - The sectors that saw declines included Oil & Petrochemicals, Coal, and Real Estate, with decreases of 1.00%, 0.47%, and 0.29% respectively [1] Capital Flow Analysis - The net outflow of capital from the two markets was 27.468 billion yuan, with 11 sectors experiencing net inflows [1] - The Computer sector had the highest net inflow of capital, amounting to 15.774 billion yuan, while the Media sector followed with a net inflow of 5.391 billion yuan [1] Computer Sector Performance - The Computer sector saw a significant increase of 7.26%, with 321 out of 336 stocks in the sector rising, including 31 stocks hitting the daily limit [2] - The top stocks in terms of net capital inflow included Yanshan Technology with 1.485 billion yuan, China Great Wall with 978 million yuan, and Hand Information with 828 million yuan [2] Capital Inflow and Outflow Rankings - The top stocks by capital inflow in the Computer sector included: - Yanshan Technology: +10.05%, turnover rate 16.63%, capital flow 1.484 billion yuan - China Great Wall: +9.99%, turnover rate 3.88%, capital flow 978 million yuan - Hand Information: +20.01%, turnover rate 27.66%, capital flow 828 million yuan [2] - The top stocks by capital outflow included: - Huasheng Tiancai: -4.10%, turnover rate 34.38%, capital flow -1.186 billion yuan - Dawi Technology: -6.50%, turnover rate 35.33%, capital flow -442 million yuan - Aerospace Information: -6.22%, turnover rate 10.60%, capital flow -204 million yuan [4]

证券之星消息，1月12日计算机设备板块较上一交易日上涨4.63%，同辉信息领涨。当日上证指数报收于 4165.29，上涨1.09%。深证成指报收于14366.91，上涨1.75%。计算机设备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000066 中国长城 | | 9.14 Z | 44.46% | -4.83 Z | -23.52% | -4.314 | -20.94% | | 002415 海康威视 | | 3.56 Z | 9.63% | -6225.81万 | -1.69% | -2.93 Z | -7.94% | | 920090 同辉信息 | | 1.52亿 | 35.04% | 2006.64万 | 4.63% | 279.96万 | 0.65% | | 301117 佳缘科技 | | 1.50亿 | 9.22% | -1177.98万 | -0.72% | -1.38 Z | ...

1月12日午后，军工继续猛攻！军工ETF华宝（512810）涨超10%成份股增至15只，华力创通20CM涨停，航天电子、中国卫通双双7天5板，中 国卫星、海格通信、中国长城、楚江新材、电科网安均涨停封板。 | | | | | 军 ETF华宝 (512810) 持仓商业航天概念股 (权重合计32.23%) | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 筒杯 | 估算权重(%) | 序号 | 代码 | 简称 | 估算权重(%) | | 1 | 600879.SH | 航天电子 | 3.38 | 13 | 002389.SZ | 航天彩虹 | 0.99 | | 2 | 600118.SH | 中国 12星 | 3.38 | 14 | 600435.SH | 北方导航 | 0.98 | | 3 | 000547.SZ | 航天发展 | 2.54 | 15 | 000901.SZ | 航天科技 | 0.96 | | 4 | 300395.SZ | 菲利华 | 2.52 | 16 | 300045.SZ | 华力创通 | 0.9 ...

1月12日午后，军工继续猛攻！军工ETF华宝（512810）涨超10%成份股增至15只，华力创通20CM涨 停，航天电子、中国卫通双双7天5板，中国卫星、海格通信、中国长城、楚江新材、电科网安均涨停封 板。 | 序号 | 代码 | 名称 | 估算权重 | 现价 | 涨跌幅 ▼ | 成交額 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300045 | 华力创通 | 0.87% | 37.42 | 20.01% | 55.92亿 | | 2 | 688333 | 铂力符 | 1.30% | 139.76 | 19.57% | 31.58亿 | | 3 | 688568 | 中材料图 | 1.46% | 78.58 | 19.22% | 33.13亿 | | 4 | 688375 | 国博电子 | 1.44% | 155.01 | 19.25% | 21.70亿 | | 5 | 300065 | 海三信 | 0.89% | 27.05 | 17.46% | 49.64亿 | | 6 | 301050 | 窗电微力 | 0.69% | 73.29 | 17. ...

1月12日消息，据深交所数据显示，截至10:37，深证成指上涨0.11%，创业板指下跌0.91%，高装细分50 指数上涨4.79%，个股方面，国博电子涨16.46%，铂力特涨15.63%，中科星图涨14.98%，中国卫星、天 奥电子10%涨停，中国长城、航天电子涨超9%，中国卫通、富士达、海格通信涨超8%。 热门ETF方面，高端装备ETF（159638）涨4.49%，盘中成交额达1.55亿元，换手率达5.85%。天天基金 网数据显示，该基金近6个月涨45.30%，近1年涨67.00%。 消息面上，开年以来多地密集出台政策支持先进制造业发展，1月9日上海市发布《上海市支持先进制造 业转型升级三年行动方案（2026—2028年）》，明确引导企业布局商业航天等新兴领域，加速商业火箭 等创新产品规模化突破；1月8日广州市发布相关规划，将低空经济与航空航天列为战略先导产业，打 造"南方航天城"聚焦可复用火箭与卫星星座。商业航天领域近期动作频频，蓝箭航天科创板IPO过审拟 募资75亿元冲击"商业火箭第一股"，箭元科技国内首个海上回收复用火箭基地开工，2026年1月还将迎 来长征八号甲、长征十二号甲等多场商业发射任务。 高 ...

军工继续疯涨！1月12日早盘，军工板块再掀涨停潮，军工ETF华宝（512810）多达11股涨超10%，国博电子、华力创通、中科星图一度冲击 20CM涨停，航天电子7天5板，中国卫星、海格通信、中国长城集体涨停。 【八一军工，火力全开】代码有"八一"的军工ETF华宝（512810）（原国防军工ETF）覆盖『商业航天+ 可控核聚变 + 低空经济 + 大飞机 + 深 海科技 + 军用AI 』等诸多热门主题，同时是融资融券+互联互通标的，是一键投资军工核心资产的高效工具。 数据来源：沪深交易所等。 消息面，国际电信联盟（ITU）官网显示，我国2025年12月向ITU申请了超20万颗卫星的频轨资源。其中超19万颗卫星来自近期刚刚成立的无 线电创新院。 机构分析指出，2024年及2025年，商业航天连续两年被写入《政府工作报告》，其作为战略性新兴产业与新增长引擎的地位得到国家最高施 政蓝图的确认。在政策与市场的双重驱动下，商业运载火箭和商业卫星公司大量涌现，产业链条快速完善，中国商业航天行业已进入快速发 展阶段，预计2030年中国市场规模将达到8万亿元人民币。 据统计，军工ETF华宝（512810）标的指数中证军工覆盖2 ...

Core Viewpoint - The military industry continues to surge, with significant gains in the military sector and related ETFs, indicating strong market interest and potential growth in the defense and aerospace industries [1][7]. Group 1: Market Performance - On January 12, the military sector saw a wave of stock price increases, with the military ETF Huabao (512810) experiencing multiple stocks rising over 10% [1][7]. - The Huabao military ETF opened high and surged over 5%, marking its fifth consecutive day of reaching historical highs, with real-time trading exceeding 67 million yuan [2][8]. - Last week, the Huabao ETF rose by 13.57%, significantly outperforming major indices such as the Shanghai Composite Index (+3.82%) and the ChiNext Index (+3.89%) [2][8]. Group 2: Key Stocks in Military ETF - The Huabao military ETF includes 24 commercial aerospace concept stocks, with a combined weight exceeding 32% [3][10]. - Notable stocks within the ETF include: - Guobo Electronics (688375) with a weight of 1.44%, current price of 154.00, and a rise of 18.47% [2][8]. - Huali Chuantong (300045) with a weight of 0.87%, current price of 36.80, and a rise of 18.02% [2][8]. - Aerospace Electronics (600879) with a weight of 3.98%, current price of 31.56, and a rise of 10.00% [2][8]. Group 3: Industry Outlook - The International Telecommunication Union (ITU) reported that China applied for frequency resources for over 200,000 satellites by December 2025, indicating a significant expansion in the satellite industry [10]. - The commercial aerospace sector has been recognized in the government work reports for 2024 and 2025, confirming its status as a strategic emerging industry and a new growth engine [3][10]. - The Chinese commercial aerospace market is projected to reach a scale of 8 trillion yuan by 2030, driven by policy and market dynamics [3][10].

太强了！今日（1月12日）AI应用端继续狂飙，聚焦数据技术、数据安全领域的大数据ETF华宝（516700）场内价格暴拉4.23%，冲击日线12连阳！ | 序号 | 名称 | 涨跌幅 | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 易点天下 | 19.47% | | 传媒 | 广告营销 | 营销代理 | 2971Z | 34.40亿 | | 2 | 中刻是图 | 12.40% | man | 计算机 | IT服务II | IT服务Ⅲ | 26665 | 8.83亿 | | 3 | 中国长城 | 9.99% | 1 | 计算机 | 计算机设备 | 其他计算机设备 | 536亿 | 16.44亿 | | 4 | 税友股份 | 9.91% | House of | 计算机 | IT服务II | ■ IT服务Ⅲ | 317亿 | 3.60亿 | | 5 | 拓尔思 | 9.53% | 11 -- | 计算机 | 软件开发 | 垂直应用软件 | 211亿 ...

热门ETF方面，军工ETF华宝（512810）场内价格涨超3.5%，继续刷新上市新高！上一交易日，单日逾3000万元资金进场，军工ETF华宝 （512810）资金流向强力转正，拐点信号突出。 | 多日 1分 = | | | | | | F9 器前盤后 参加 九线 圆线 工具 令 (2) > | | | | | | | OFFS = () | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.936 | | | | 512810[军工ETF华宝] 09:47 价 0.936 涨跌 0.032(3.54%) 均价( | | | | | O SAOL = | | 0 936 +0.032 +3.54% | | | 512810 | | 0.928 | | | | | | | | | 2.6596 | | SSE CNY 9:47:44 交易中 查看L2全景 | | | 通融/ ● 十 | | | | | | | | | | | | 净值走势 | | 华宝中止车 LETF ...