沪指本周上涨0.37%，深成指下跌1.26%，创业板指下跌3.86%，沪深300指数下跌0.51%。可交易A股 中，上涨的有2963只，占比54.66%，下跌的2379只。 本周各行业资金流向 | 行业 | 日涨跌幅（%） | 资金流向（亿元） | 行业 | 日涨跌幅（%） | 资金流向（亿元） | | --- | --- | --- | --- | --- | --- | | 建筑装饰 | 2.84 | 9.78 | 社会服务 | -1.01 | -15.20 | | 公用事业 | 3.45 | 9.67 | 国防军工 | 0.10 | -21.05 | | 建筑材料 | 2.66 | 5.32 | 房地产 | -0.82 | -21.31 | | 石油石化 | 2.99 | 4.24 | 银行 | 0.28 | -33.83 | | 煤炭 | 4.41 | 3.95 | 家用电器 | -0.49 | -38.39 | | 纺织服饰 | 1.60 | 2.78 | 医药生物 | -1.20 | -39.79 | | 美容护理 | 0.97 | 1.67 | 机械设备 | -0.26 | -55.35 | | ...

今年是国际冰川保护年。随着全球气候变暖，人们对冰川的关注逐渐提升，但其消融的速度却在加速。 数据显示，我国冰川60年间消失约26%，联合国教科文组织报告提示，到2050年被列为世界遗产的冰川 有三分之一将消失。 与此同时，冰川消融形成的冰湖持续增加，这些新生水体正迅速演变为独特的高寒水生生态系统。如果 它们发生溃决，可能对下游造成重大灾害；而冰川快速消融会导致冰湖和下游水质突变，进而对区域内 脆弱的生态产生影响；冰湖水体的盐度、酸碱度的变化，还可能导致区域生物多样性锐减。 厘清冰湖的水环境变化规律，是科学保护和系统管理这些脆弱水体、维系下游生态安全的基础。但冰湖 形成速度快、数量多、变化迅速，科学家对它们的规律了解却才刚开始。如何找到有效、高效的监测方 法，是科学家们面临的难题。 往天上"走"5公里最怕没采集到有效数据 "目前青藏高原上约有2万个冰湖，还在不断增加。"说这话时，张强弓有些迫切。他是中国科学院青藏 高原研究所研究员，最初研究冰川和气候环境变化，但随着冰川消融，他发现自己的研究对象在逐渐消 失。茫然中，他惊觉冰湖的变化蕴含着许多未知的奥秘，和气候环境变化有关。"同一个海拔下，已经 有下游的放牧业受 ...

【ETF买入榜】 ETF投资高手实战大赛丨"实战牛人"抄底芯片ETF？10月10日十大买入ETF榜出炉（明细） 10月10日股票组十大买入个股榜如下： | 排名 | 股票代码 | 股票名称 | | --- | --- | --- | | 1 | sz002415 | 海康威视 | | 2 | sz300260 | 新莱应材 | | 3 | sz002004 | 华邦健康 | | 4 | sh600376 | 首开股份 | | 5 | sz300270 | 中威电子 | | 6 | sz300136 | 信维通信 | | 7 | sz300657 | 弘信电子 | | 8 | sh600584 | 长电科技 | | 9 | sz002549 | 凯美特气 | | 10 | sh688318 | 财富趋势 | 10月10日股票组十大买入金额个股榜如下： 专题：A股专业选手实战大赛丨十大热股榜 【全榜单】专业选手"实战大赛"TOP榜：股票组榜首收益率剑指200% 新浪财经主办、银华基金独家合作的"第二届金麒麟最佳投资顾问评选"活动火热进行中！超3000名专业 投顾模拟组合火热PK中！ 金麒麟最佳投资顾问评选活动旨在 ...

Summary of Hikvision Conference Call Company Overview - **Company**: Hikvision (002415.SZ) - **Industry**: Surveillance and Robotics Key Points Financial Performance - **3Q25 Revenue Growth**: Expected to grow by 13% YoY to Rmb27 billion, indicating a recovering trend [1] - **Net Income**: Anticipated to increase by 29% YoY to Rmb3.9 billion, up from Rmb3.6 billion in 2Q25 [1] - **SMBG Business**: Revenue growth in the Small and Medium-sized Enterprises segment in China is expected to be flat YoY at 0%, a significant improvement from -31% YoY in 2Q25 [1] - **Traditional Surveillance Business**: Overseas segments are expected to grow, while China’s Public Business Group (PBG) and Enterprise Business Group (EBG) are projected to remain flat YoY [1] Innovations and Product Launches - **AI + Industrial Solutions**: Showcased at CIIF 2025, integrating AI with industrial hardware to enhance operational safety and efficiency [2] - **Hikrobot's New AMR**: Launched the EasyAMR series, designed for various applications including warehouses and logistics, aiming to provide efficient automation solutions [3] Operational Efficiency - **Earnings Revision**: Net income estimates for 2025-2027 revised slightly upwards by 0% to 2%, primarily due to lower operating expense ratios [4] - **Operating Expense Ratios**: Revised down to 29.6% for 2025, reflecting improved expense management [4][8] Valuation and Market Position - **Current Stock Valuation**: Trading at 18.6x 2026E P/E, close to the target multiple, indicating that positive factors are largely priced in [1][16] - **Target Price**: Updated to Rmb34.1, based on a higher target P/E due to improved earnings growth outlook [9][16] Risks and Considerations - **Key Risks**: Include competition in handset lens, shipment growth in camera modules, and fluctuations in operating expense ratios [17] - **Market Conditions**: The company faces potential risks from currency fluctuations, particularly Rmb appreciation or depreciation [17] Additional Insights - **Cost Control**: Effective cost management observed in 1H25, with an operating expense ratio of 31% compared to 32% in 1H24 [8] - **Growth Outlook**: Positive view on Hikvision's growth trajectory, supported by innovations in AI and robotics [4][9] This summary encapsulates the essential insights from the conference call, highlighting Hikvision's financial performance, product innovations, operational efficiency, market valuation, and associated risks.

（原标题：主力资金丨出手超30亿元，这只龙头股被盯上！） 6个行业获主力资金净流入。 据证券时报·数据宝统计，今日（10月9日）沪深两市主力资金净流出255.37亿元，其中创业板净流出121.83亿元，沪深300成份股净流出137.82亿 元。 行业板块方面，申万一级23个行业上涨，有色金属行业涨幅居首，达7.6%；钢铁和煤炭行业涨幅均在3%及以上，公用事业、电子、建筑装饰和电 力设备行业均涨超2%。8个下跌行业中，传媒、房地产和社会服务行业跌幅居前，均超1%。 从资金流向来看，申万一级行业中，6个行业获主力资金净流入。有色金属行业净流入金额居首，达9.65亿元；建筑材料和建筑装饰行业净流入均 在1.1亿元以上，纺织服饰、环保和美容护理行业净流入均超7300万元。 25个主力资金净流出的行业中，非银金融、电子和电力设备行业净流出金额居前，均超35亿元；传媒、国防军工、机械设备和家用电器行业净流 出均超14亿元。 通信龙头股获主力资金抢筹居首 从个股来看，99股主力资金净流入均超1亿元，其中33股净流入均超2亿元。 通信龙头股中兴通讯盘中涨停，收盘涨9.51%，主力资金净流入30.24亿元，居首。消息面上，近日 ...

行业资金流向方面，今日有12个行业主力资金净流入，有色金属行业主力资金净流入规模居首，该行业 今日上涨7.60%，全天净流入资金53.61亿元，其次是建筑装饰行业，日涨幅为2.17%，净流入资金为 18.68亿元。 主力资金净流出的行业有19个，非银金融行业主力资金净流出规模居首，今日上涨0.10%，全天净流出 资金67.25亿元，其次是汽车行业，今日跌幅为0.39%，净流出资金为43.25亿元，净流出资金较多的还 有传媒、电子、银行等行业。 10月9日，沪指上涨1.32%，深成指上涨1.47%，创业板指上涨0.73%，沪深300指数上涨1.48%。可交易 A股中，上涨的有3115只，占比57.48%，下跌的2186只。 资金面上，今日主力资金全天净流出199.66亿元。其中，创业板主力资金净流出111.98亿元；科创板主 力资金净流出48.35亿元；沪深300成份股主力资金净流出96.22亿元。 分行业来看，申万所属的一级行业中，今日上涨的有23个，涨幅居前的行业为有色金属、钢铁，涨幅为 7.60%、3.38%。跌幅居前的行业为传媒、房地产，跌幅为1.43%、1.39%。 | 行业 | 日涨跌幅（%） | ...

沪指今日收盘上涨1.32%。资金面上看，沪深两市全天特大单净流出115.50亿元，共计2084股特大单净流入，2741股特大单净流出。 从申万一级行业来看，今日有12个行业特大单资金净流入，有色金属特大单净流入规模居首，净流入资金54.28亿元，该行业指数今日上涨 7.60%，其次是建筑装饰，今日上涨2.17%，净流入资金为19.27亿元，净流入资金居前的还有通信、公用事业等行业。 特大单资金净流出的行业共有19个，净流出资金最多的是非银金融，特大单净流出资金61.61亿元，其次是电子，特大单净流出资金35.76亿元，净 流出资金居前的还有汽车、银行等行业。 （原标题：主力动向：10月9日特大单净流出115.50亿元） 两市全天特大单净流出115.50亿元，其中57股特大单净流入超2亿元，中兴通讯特大单净流入42.62亿元，特大单净流入资金居首。 具体到个股来看，57股特大单净流入超2亿元，中兴通讯特大单净流入42.62亿元，净流入资金规模居首；北方稀土特大单净流入资金31.07亿元， 位列第二；净流入资金居前的还有海康威视、上海电气、工业富联等。特大单净流出股中，中信证券特大单净流出资金26.25亿元，净流 ...

从资金流向上来看，当日计算机设备板块主力资金净流入3.58亿元，游资资金净流出5.22亿元，散户资金 净流入1.63亿元。计算机设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301042 | 安联锐视 | 64.86 | 13.79% | 6.36万 | | 3.98亿 | | 68861a | 罗普特 | 16.73 | 10.50% | 9.63万 | | 1.60亿 | | 002415 | 海康威视 | 34.17 | 8.41% | 291.10万 | | 98.83 Z | | 603660 | 苏州科达 | 8.61 | 6.82% | 45.37万 | | 3.91亿 | | 301182 | 凯旺科技 | 42.76 | 6.42% | 10.24万 | | 4.32亿 | | 688475 | 萤石网络 | 35.98 | 6.23% | 14.01万 | | 5.01亿 | | 002236 | 大华股份 | 21.20 | ...

Market Performance - The A-share market opened positively after the holiday, with the Shanghai Composite Index rising by 1.32%, reaching its highest level since August 2015 [2] - The Shenzhen Component Index increased by 1.47%, while the ChiNext Index rose by 0.73% [3] - A total of 100 stocks hit the daily limit up, and over 3100 stocks experienced gains [5] Sector Performance - The non-ferrous metals and nuclear power sectors saw significant gains, while the semiconductor industry experienced a notable decline in the afternoon [5] - The real estate, tourism, and film sectors generally fell [5] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 2.65 trillion yuan, an increase of 471.8 billion yuan compared to the previous trading day [5] Capital Flow - Major capital inflows were observed in the non-ferrous metals, power equipment, and computer sectors, while there were outflows from the securities, automotive, and semiconductor sectors [7] - Specific stocks with net inflows included ZTE Corporation, Northern Rare Earth, and Hikvision, with inflows of 3.028 billion yuan, 2.658 billion yuan, and 1.361 billion yuan respectively [7] - Stocks with net outflows included Seres, SMIC, and Sungrow Power, with outflows of 2.52 billion yuan, 1.996 billion yuan, and 1.796 billion yuan respectively [7] Institutional Insights - CITIC Securities indicated that heavyweight stocks are driving the index higher, and the market is expected to continue its upward trend in the fourth quarter [8] - Guodu Securities noted that the overseas equity markets experienced a general rise during the National Day holiday, and the foundation for the current slow bull market remains intact [8] - The focus remains on the technology sector, with expected differentiation within the sector, emphasizing the importance of capturing high-growth areas [8] - Guojin Securities projected accelerated capital expenditure during the 14th Five-Year Plan, highlighting the active potential of the controllable nuclear fusion industry chain [8]

9月30日，海康威视涨0.96%，成交额24.70亿元。两融数据显示，当日海康威视获融资买入额2.42亿 元，融资偿还2.81亿元，融资净买入-3893.89万元。截至9月30日，海康威视融资融券余额合计33.18亿 元。 融资方面，海康威视当日融资买入2.42亿元。当前融资余额32.67亿元，占流通市值的1.13%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，海康威视9月30日融券偿还9100.00股，融券卖出1.02万股，按当日收盘价计算，卖出金额 32.15万元；融券余量161.78万股，融券余额5099.31万元，超过近一年90%分位水平，处于高位。 截至6月30日，海康威视股东户数41.39万，较上期增加21.65%；人均流通股22019股，较上期减少 17.72%。2025年1月-6月，海康威视实现营业收入418.18亿元，同比增长1.48%；归母净利润56.57亿元， 同比增长11.71%。 分红方面，海康威视A股上市后累计派现685.02亿元。近三年，累计派现250.48亿元。 机构持仓方面，截止2025年6月30日，海康威视十大流通股东中，华泰柏瑞沪深300ETF（510300 ...