12月第一个交易日，消费电子、元件、通信设备等板块走强，聚焦AI基建+应用双条线的云计算ETF（159890）收涨1.85%。产业链来看，近日 来海内外算力板块迎密集催化，主要有以下四点： 一是谷歌TPU开启AI算力新方向：其TPU生态带来的OCS新一代光互联方案，专为加速人工智能和机器学习任务设计集成电路ASIC，成为继 GPU之后又一个重要的AI算力核心支撑。 二是阿里上调AI投入指引：确认未来三年3800亿元Capex可能上修，云业务强劲增长（+34%）；新发的千问App公测一周下载破1000万，成为 全年最强AI应用增长曲线；且国产大模型亦有突破，DeepSeekMath-V2模拟IMO实现金牌水平，使开源模型在严谨推理中首次逼近闭源实验室 性能。 三是北京推出"太空算力"规划：拟在700-800公里晨昏轨道建设运营超过千兆瓦（GW）功率的集中式大型数据中心系统，以实现将大规模AI算 力搬上太空。国投证券指出，商业航天密集催化，太空算力或将成为AI算力新赛场。 四是摩尔线程和沐曦相继开启新股申购，国投证券认为算力投资或将迎来新格局。 【全球云计算市场稳定增长，AI引发新一轮需求激增】 经中国信通院测算 ...

Core Viewpoint - Multiple indices in the A-share market are undergoing significant adjustments, with announcements made by the Shanghai and Shenzhen Stock Exchanges regarding changes to sample stocks in various indices [2][4]. Group 1: Index Adjustments - On November 28, the Shanghai Stock Exchange announced adjustments to the sample stocks of the Shanghai 50, Shanghai 180, Shanghai 380, and Sci-Tech 50 indices, effective after the market closes on December 12, 2025 [4][14]. - The Shanghai 50 index will replace four stocks, including the addition of SAIC Motor, Northern Rare Earth, Huadian New Energy, and Zhongke Shuguang, while Poly Development, China Mobile, China Aluminum, and CRRC will be removed [5][17]. - The Sci-Tech 50 index will replace two stocks, adding Aojie Technology and Shengke Communication, while Huaxi Biotechnology and Hangcai Co. will be removed [5][6]. Group 2: Shenzhen Stock Exchange Adjustments - The Shenzhen Stock Exchange announced that it will implement regular sample stock adjustments for the Shenzhen Component Index, ChiNext Index, Shenzhen 100, and ChiNext 50 on December 15, 2025 [6][14]. - The Shenzhen Component Index will add 17 stocks, including Tuowei Information, Sifang Jingchuang, and Wolong Nuclear Materials, while Guoyao Yizhi, Haide Shares, and Tibet Mining will be removed [6][7]. Group 3: Additional Index Changes - The ChiNext Index will add eight stocks, including Shuanglin Co., Changshan Pharmaceutical, and Changsheng Bearing [9][11]. - The CSI 300, CSI 500, and other indices will also undergo adjustments, with the CSI 300 replacing 11 stocks, including Huadian New Energy and Shenghong Technology, while removing FAW Liberation and Oppein Home [16][17]. - The CSI 500 index will replace 50 stocks, the CSI 1000 index will replace 100 stocks, and the CSI A50 and A100 indices will replace 4 and 6 stocks respectively [17].

每经AI快讯，拓维信息（SZ 002261，收盘价：31.67元）11月28日晚间发布公告称，截至本公告披露 日，本次减持计划实施期限已届满。公司股东宋鹰、封模春、严宝强、邢霓虹、杨征共减持公司股份约 1016万股，减持股份占公司总股份为0.8068%。 2025年1至6月份，拓维信息的营业收入构成为：信息技术服务及软件占比78.26%，计算机和通信和其 他电子设备制造业占比21.74%。 截至发稿，拓维信息市值为399亿元。 每经头条（nbdtoutiao）——已有75人遇难，1名死者为消防员，还有10名消防员受伤！记者现场直击香 港大埔火灾：燃烧的宏福苑，五级大火的五个谜团 （记者 曾健辉） ...

每经AI快讯，11月28日，拓维信息（002261）(002261.SZ)公告称，公司于2025年8月9日披露了持股5% 以上股东宋鹰、董事封模春及高管严宝强、邢霓虹、杨征的减持计划。截至本公告披露日，上述减持计 划实施期限已届满。9月1日-11月28日，宋鹰减持1002.3万股，封模春减持32,813股，严宝强减持39,375 股，邢霓虹减持36,750股，杨征减持32,813股。 ...

Core Viewpoint - The announcement from Tuowei Information indicates that major shareholders and executives have completed their share reduction plan without affecting the company's control or governance significantly [1] Shareholder Reduction Summary - Major shareholder Song Ying reduced holdings by selling 10.023 million shares at an average price of 36.59 yuan per share, representing a reduction of 0.7956% [1] - Executive Feng Mochun sold 32,813 shares at an average price of 38.37 yuan per share, accounting for a reduction of 0.0026% [1] - Executives Yan Baoqiang, Xing Nihuang, and Yang Zheng reduced their holdings by 39,375 shares, 36,750 shares, and 32,813 shares respectively, with reductions of 0.0031%, 0.0029%, and 0.0026% [1] - The reduction period was from September 1, 2025, to November 28, 2025 [1]

拓维信息系统股份有限公司 证券代码：002261 证券简称：拓维信息 公告编号：2025-070 拓维信息系统股份有限公司 关于持股 5%以上股东及部分董事、高级管理 人员股份减持计划届满暨实施情况的公告 一、股东减持情况 1、股东减持股份情况 | 股东名称 | 减持方式 | 减持期间 | 减持均价 （元/股） | 减持股数 （股） | 减持比例 | | --- | --- | --- | --- | --- | --- | | 宋鹰 | 集中竞价交易 | 2025.09.01-2025.11.28 | 36.59 | 10,023,000 | 0.7956% | | 封模春 | 集中竞价交易 | 2025.09.01-2025.11.28 | 38.37 | 32,813 | 0.0026% | 拓维信息系统股份有限公司 | 严宝强 | 集中竞价交易 | 2025.09.01-2025.11.28 | 36.14 | 39,375 | 0.0031% | | --- | --- | --- | --- | --- | --- | | 邢霓虹 | 集中竞价交易 | 2025.09.01-2025.11.28 ...

智通财经APP获悉，根据指数编制规则，深圳证券交易所和深圳证券信息有限公司决定于2025年12月15 日对深证成指、创业板指、深证100、创业板50等指数实施样本股定期调整。其中深证成指更换17只样 本、创业板指更换8只样本、深证100更换7只样本、创业板50更换5只样本。 创业板指数样本股调整名单 调入名单 调出名单 证券代码 证券简称 证券代码 证券简称 碧水源 300100 双林股份 300070 留学录 常山药业 3002522 300212 天华新能 富临精工 300432 300390 欧普康视 长芯博创 300548 300295 立华股份 长盛轴承 300718 300761 300972 万辰集团 300776 帝尔激光 怡合达 301200 大族数控 301029 华厦眼科 珂玛科技 301611 301267 深证100指数样本股调整名单 调入名单 调出名单 证券代码 证券简称 证券代码 证券简称 000408 藏格矿业 000877 天山股份 国货航 山西焦煤 001391 000983 东山精密 晶澳科技 002384 002428 光启技术 晶盛机电 002625 300316 泰 ...

Group 1 - The Zhongzheng Cloud Computing and Big Data Theme Index (930851) has shown strong growth, with notable increases in constituent stocks such as Zhongji Xuchuang (300308) up 14.48%, Xinyi Sheng (300502) up 10.61%, and Shiji Information (002153) up 10.00% [1] - The Big Data ETF (159739) has risen by 3.96%, with the latest price reported at 1.55 yuan [1] - The AI industry chain is experiencing a broad rally, particularly in computing hardware stocks, with active performance in AI applications [2] Group 2 - Meta is negotiating with Google to use TPU chips worth billions of dollars in its data centers by 2027, which could generate significant revenue for Google [2] - Alphabet recently achieved a quarterly revenue exceeding $100 billion for the first time in Q3 2025, marking a 16% year-on-year growth [2] - The total potential market size for Optical Circuit Switching (OCS) is expected to exceed $1.6 billion by 2029, driven by advancements in Google's AI processes [2] Group 3 - The Zhongzheng Cloud Computing and Big Data Theme Index includes 50 listed companies involved in cloud computing services, big data services, and related hardware, reflecting the overall performance of these sectors [3] - As of October 31, 2025, the top ten weighted stocks in the index account for 61.58% of the total, including Zhongji Xuchuang (300308), Xinyi Sheng (300502), and Keda Xunfei (002230) [3]

Market Overview - The Shanghai Composite Index rose by 0.87% on November 25, with 29 out of the 31 sectors experiencing gains, led by the communication and media sectors, which increased by 3.54% and 2.85% respectively [2] - The computer sector also saw an increase of 1.10% [2] Capital Flow - The net inflow of capital in the two markets was 13.215 billion yuan, with 19 sectors receiving net inflows [2] - The electronics sector had the highest net inflow of 5 billion yuan, followed closely by the communication sector with a net inflow of 4.881 billion yuan [2] Computer Sector Performance - In the computer sector, 336 stocks were tracked, with 273 stocks rising and 53 stocks declining [3] - The top three stocks with the highest net inflow were Rongji Software (4.25 billion yuan), South Network Digital (4.06 billion yuan), and Dahua Intelligent (1.90 billion yuan) [3] - The sector experienced a net outflow of 3.072 billion yuan, with the largest outflows from Zhongke Shuguang (7.75 billion yuan), Sanliu Ling (4.34 billion yuan), and Nanwei Software (2.04 billion yuan) [3][5] Top Gainers in Computer Sector - The top gainers in the computer sector included: - Rongji Software: +10.03%, turnover rate 47.81%, net inflow 425.13 million yuan - South Network Digital: +19.99%, turnover rate 55.02%, net inflow 406.37 million yuan - Dahua Intelligent: +10.02%, turnover rate 12.05%, net inflow 190.23 million yuan [4] Top Losers in Computer Sector - The top losers in the computer sector included: - Zhongke Shuguang: -0.44%, turnover rate 2.69%, net outflow -775.37 million yuan - Sanliu Ling: +1.15%, turnover rate 7.60%, net outflow -433.98 million yuan - Nanwei Software: -2.29%, turnover rate 22.81%, net outflow -204.03 million yuan [5]

Core Viewpoint - The stock of Tuowei Information has experienced fluctuations, with a notable decline of 2.03% on November 21, 2023, despite an overall increase of 81.98% year-to-date [1] Financial Performance - For the period from January to September 2025, Tuowei Information reported a revenue of 2.078 billion yuan, representing a year-on-year decrease of 29.43%. However, the net profit attributable to shareholders increased significantly by 852.03% to 105 million yuan [2] - The company has cumulatively distributed 138 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders for Tuowei Information reached 459,100, an increase of 1.17% from the previous period. The average number of circulating shares per shareholder decreased by 1.19% to 2,495 shares [2] - The top ten circulating shareholders include significant institutional investors, with notable changes in holdings among various ETFs [3]