【导读】A股三大指数震荡调整，电力设备盘初走强，传媒板块集体下挫，*ST铖昌（001270）复牌"地天板" 大家好！又到周五，来一起关注最新的市场行情和资讯~ 1月16日，A股三大指数早间集体高开，随后震荡下行。截至发稿，上证指数跌0.25%，深证成指跌0.19%，创业板指跌0.17%。 盘面上，上午电力设备、建筑装饰、电子、汽车等板块走强，特高压、先进封装、半导体设备、存储器等概念股方向火热；传媒股集体下行，计算机、石 油石化、银行等板块不振。 来看详情—— 电力设备高开高走 建筑装饰板块拉升 1月16日，A股电力设备板块盘初走强，特高压、虚拟电厂、充电桩等方向集体大涨。 个股方面，万胜智能（300882）20cm涨停，保变电气（600550）、广电电气（601616）、森源电气（002358）等多股集体涨停。 | 序号 代码 | | 名称 | 现价 | 涨跌 | 涨跌幅 · | | --- | --- | --- | --- | --- | --- | | 1 | 300882 | 万胜智能 | 27.65 | 4.61 | 20.01% | | 2 | 300427 | 红相股份 | 16.23 | 2 ...

Strong Stocks - As of January 15, the Shanghai Composite Index fell by 0.33% to 4112.6 points, while the Shenzhen Component Index rose by 0.41% to 14306.73 points, and the ChiNext Index increased by 0.56% to 3367.92 points [1] - A total of 64 stocks in the A-share market hit the daily limit up, with the top three strong stocks being Sanbian Technology (002112), Waiservice Holdings (600662), and Shenglu Communication (002446) [1] - The top 10 strong stocks with specific data include: - Sanbian Technology (002112): 3 consecutive limit ups, turnover rate of 53.86%, and a closing price of 29.4 [1] - Waiservice Holdings (600662): 3 consecutive limit ups, turnover rate of 6.38%, and a closing price of 9.92 [1] - Shenglu Communication (002446): 3 limit ups in 4 days, turnover rate of 34.74%, and a closing price of 39.4 [1] Strong Concept Sectors - The top three concept sectors with the highest increase in A-shares are Photoresist, SMIC Concept, and Storage Chips [2] - The top 10 concept sectors with relevant data include: - Photoresist: increased by 2.83% [3] - SMIC Concept: increased by 2.59% [3] - Storage Chips: increased by 2.33% [3] - National Big Fund Holdings: increased by 2.3% [3] - Glyphosate: increased by 2.29% [3] - Phosphate Chemicals: increased by 2.14% [3] - Zinc Metal: increased by 2.12% [3] - Lithography Machines: increased by 2.05% [3] - Metal Drilling: increased by 2.02% [3] - Horse Racing Concept: increased by 1.93% [3]

Market Overview - On January 15, the total trading volume of the Shanghai and Shenzhen markets reached 2.91 trillion yuan, a decrease of 1.04 trillion yuan compared to the previous trading day [2] - The sectors that saw the highest gains included precious metals, energy metals, batteries, storage chips, and semiconductors, while internet e-commerce, AI applications, military industry, and commercial aerospace sectors experienced declines [2] Stock Performance - The top-performing stocks included: - Bofei Electric (+9.99%) with a focus on superconducting concepts and organic silicon, achieving a four-day consecutive rise [1] - People's Daily (+9.99%) benefiting from AI security and content risk control, also marking a four-day consecutive rise [1] - Huasheng Daceng (+10.00%) in AI computing power and collaboration with major companies, achieving a three-day consecutive rise [1] - Visual China (+9.99%) with the launch of MiniMax and AI data, marking a three-day rise [1] - Seven Color Chemical (+20.00%) after investing in Huanliang Technology, achieving a two-day consecutive rise [1] Trading Dynamics - The top three net purchases on the daily leaderboard were: - Wolong Materials with a net purchase of 829 million yuan [4] - Shenglu Communication with a net purchase of 327 million yuan [4] - Hezhong Intelligent with a net purchase of 308 million yuan [4] - The top three net sales were: - Shanzi Gaoke with a net sale of 810 million yuan [5] - Liou Shares with a net sale of 582 million yuan [5] - Goldwind Technology with a net sale of 572 million yuan [5] Company Developments - The company has completed samples of a single-channel 448G high-speed communication line, which has been sent for verification by key customers, indicating rapid revenue growth in the first three quarters of 2025 [11] - The company plans to invest up to 1.5 billion yuan to expand its Huizhou Water口 Industrial Park, adding capacity for high-speed communication lines and industrial robot cables to meet future order demands [11] - Visual China is focusing on AI data and copyright transactions, operating the largest domestic visual content copyright trading platform with over 540 million high-quality, copyright-compliant content data [16] Sector Insights - The AI application sector has shown significant activity, with companies like People's Daily and Huasheng Daceng benefiting from advancements in AI technology [2][1] - The commercial aerospace sector is gaining traction, as indicated by the performance of stocks related to this industry [2] - The military electronics business is expanding, with companies developing satellite communication products and related technologies [14]

从资金流向上来看，当日数字媒体板块主力资金净流出1.28亿元，游资资金净流出2.77亿元，散户资金净 流入4.05亿元。数字媒体板块个股资金流向见下表： 证券之星消息，1月15日数字媒体板块较上一交易日上涨0.33%，视觉中国领涨。当日上证指数报收于 4112.6，下跌0.33%。深证成指报收于14306.73，上涨0.41%。数字媒体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000681 | 视觉中国 | 35.11 | 9.99% | 244.95万 | 83.19亿 | | 603000 | 人民网 | 30.83 | 9.99% | 240.72万 | 73.30亿 | | 600228 | *ST返利 | 5.35 | -1.29% | 12.82万 | 6831.24万 | | 603888 | 新华网 | 29.17 | -1.45% | 114.89万 | 33.99亿 | | 603466 | 风语筑 | 10.73 | -1.65% | 26.89 ...

据中国信通院《2025 生成式引擎优化产业白皮书》实测数据显示，GEO商用后，AI 推荐场景的企业获 客转化率较传统搜索提升2.8倍，用户决策周期缩短40%，预计GEO 有望成为后续品牌商家营销转型的 重点方向。 对于普通投资者而言，如果看好AI营销或AI应用的长期赛道，但又难以甄别个股，投资相关的行业 ETF，例如跟踪中证文娱传媒指数的传媒ETF华夏（516190），逢低布局，是一个分散风险、捕捉行业 趋势的选择。 （文章来源：每日经济新闻） 由于融资比例逆周期调节，AI应用、商业航天板块多个高位股大幅回撤，交易层面情绪受到影响，多 只传媒ETF连带下跌，传媒ETF（512980）跌近6%，传媒ETF华夏（516190）跌3%。尾盘传媒ETF华夏 （516190）持仓股视觉中国回封涨停板，传媒ETF华夏（516190）跌幅有所收窄。 消息面上，1月15日上午，阿里巴巴AI应用——千问宣布，接入淘宝、支付宝、飞猪等阿里生态业务， 开启"AI办事时代"。 业内解读认为，AI时代，传统的营销逻辑面临彻底重构——从"猜你喜欢"，进化为"给你想要"。GEO （生成式引擎优化）成为万亿蓝海，具备技术、营销能力的公司有望 ...

Core Viewpoint - The data indicates significant capital inflows into various stocks, highlighting potential investment opportunities in specific sectors such as non-metal materials, photovoltaic equipment, and energy metals [1][2][3] Group 1: Stock Performance and Capital Inflows - The top stock by capital inflow is沃尔核材 with an inflow of 1.375 billion, showing a price increase of 10.01% [2] - 航天机电 follows with an inflow of 849 million and a price increase of 3.72% [2] - 华友钴业 has an inflow of 805 million and a price increase of 7.41% [2] - N至信 shows a remarkable price increase of 252.01% with an inflow of 720 million [2] - 英维克 has an inflow of 694 million and a price increase of 3.13% [2] Group 2: Sector Analysis - The non-metal materials sector is represented by沃尔核材, which has the highest capital inflow [2] - The photovoltaic equipment sector includes航天机电, indicating interest in renewable energy technologies [2] - The energy metals sector is highlighted by华友钴业 and赣锋锂业, both showing strong inflows and price increases, reflecting demand for materials used in batteries [2][3] - The household appliance sector is represented by四川长虹, which has an inflow of 641 million and a price increase of 6.58% [3] - The software development sector includes广联达, with an inflow of 423 million and a price increase of 7.33% [3]

视觉中国再度涨停，4个交易日内录得3个涨停，累计涨幅为34.93%，累计换手率为73.41%。截至9:43， 该股今日成交量8791.63万股，成交金额29.37亿元，换手率13.00%。最新A股总市值达245.97亿元，A股 流通市值237.39亿元。 证券时报·数据宝统计，两融数据来看，该股最新（1月14日）两融余额为13.57亿元，其中，融资余额 13.50亿元，较前一个交易日增加1.42亿元，环比增长11.76%，近4日累计增加2.53亿元，环比增长 23.01%。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%、日换手率达20%、日涨幅偏离值 达7%、日振幅值达15%上榜龙虎榜2次，买卖居前营业部中，机构净买入1.28亿元，深股通累计净买入 2610.37万元，营业部席位合计净买入4651.53万元。 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2026.01.14 | 1.40 | 38.62 | -56019.86 | | 2026.01.13 | 9.99 | 19.91 ...

Group 1 - The core viewpoint of the news is that Vision China has experienced significant stock price increases and notable trading activity in early January 2025, indicating strong market interest and potential investor confidence [1][2]. - As of January 15, 2025, Vision China's stock price rose by 36.83% year-to-date, with a 30.84% increase over the last five trading days and a 55.44% increase over the last 20 days [1]. - The company has seen a net inflow of main funds amounting to 25.81 million yuan, with significant buying activity from large orders, indicating strong institutional interest [1]. Group 2 - Vision China, established on May 28, 1994, and listed on January 21, 1997, primarily engages in the production and distribution of television dramas, indoor smart entertainment in theme parks, and the sale of visual content and services [2]. - For the period from January to September 2025, Vision China reported a revenue of 610 million yuan, reflecting a year-on-year growth of 0.30%, while the net profit attributable to shareholders decreased by 9.03% to 74.31 million yuan [2]. - The company has distributed a total of 205 million yuan in dividends since its A-share listing, with 47.59 million yuan distributed over the past three years [3]. Group 3 - As of September 30, 2025, Vision China had 120,900 shareholders, a decrease of 12.60% from the previous period, with an average of 5,591 circulating shares per shareholder, an increase of 14.41% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 8.20 million shares, an increase of 1.98 million shares from the previous period, while Southern CSI 1000 ETF reduced its holdings by 3,890 shares [3]. - HSBC Jintrust Small Cap Stock is a new entrant among the top ten shareholders, holding 2.92 million shares [3].

数字媒体板块盘中活跃，人民网实现4连板，视觉中国涨停，新华网、芒果超媒跟涨。 ...

视觉中国今日上涨1.40%，全天换手率38.62%，成交额84.05亿元，振幅19.48%。龙虎榜数据显示，机构 净买入5738.08万元，深股通净买入7065.73万元，营业部席位合计净卖出1.28亿元。 深交所公开信息显示，当日该股因日振幅值达19.48%、日换手率达38.62%上榜，机构专用席位净买入 5738.08万元，深股通净买入7065.73万元。 | 卖四 | 机构专用 | 10930.02 | 7535.54 | | --- | --- | --- | --- | | 卖五 | 东方证券股份有限公司厦门仙岳路证券营业部 | 47.20 | 7385.80 | （文章来源：证券时报网） 近半年该股累计上榜龙虎榜6次，上榜次日股价平均跌0.44%，上榜后5日平均跌3.27%。 资金流向方面，今日该股主力资金净流出5.60亿元，其中，特大单净流出3.28亿元，大单资金净流出 2.32亿元。近5日主力资金净流出3.47亿元。 融资融券数据显示，该股最新（1月13日）两融余额为12.14亿元，其中，融资余额为12.08亿元，融券余 额为654.15万元。近5日融资余额合计增加2998.37万元，增幅为2 ...