| 代码 | 名称 相关 | 收盘价 | 张跌幅 | 买方 3 卖方 4 机构买入 | | 机构荧出 | 机构买入 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 机构数 机构数 | 点额(万) | 点额(万) | 净额(后) 3 � | | 002837 | 英维克 明细 股吧 68.87 | | -10.00% | | 6156.68 | 57216.06 | -51059.37 | | 买入金额最大的前5名 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | 卖出金额(万) | 占总成交比例 | | 1 | 深股通专用 | 785次 45.35% | 2 | 12186.78 | 2.64% | 39676.54 | 8.59% | | 2 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 642次 27.57% | | 3867.09 | 0.84% | 114 ...

英维克今日跌停，成交额46.19亿元，换手率7.72%，盘后龙虎榜数据显示，深股通专用席位买入1.22亿 元并卖出3.97亿元，有3家机构专用席位净卖出5.11亿元。 ...

| 英入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ਖ਼ੇਦੇ | 交易营业部名称 | | | 买入金额(万) | 品质成交比例 | 类出金额(万) | 占总成交比例 | 净额(万)0 | | 深胶通专用 | | 785次 45.35% | 0 | 12186 78 | 2.64% | 39676.54 | 8.59% | -27489.76 | | 2 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 642次 27.57% | b | 3867.09 | 0.84% | 1145.51 | 0.25% | 2721.58 | | 3 | 光大证券股份有限公司上海虹口区东大名路证券踏业部 | 2次 50.00% | > | 3253.16 | 0.70% | 0.00 | 0.00% | 3253.16 | | 4 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | 415次 28.19% | | 3116.14 | 0.67% | 1503 54 | 0.33% | ...

中国经济网北京10月17日讯英维克（002837）(002837.SZ)今日股价跌停，收报68.87元，跌幅10.00%。 中信建投（601066）证券股份有限公司研究员阎贵成、杨伟松/汪洁昨日发布《英维克：短期增速波动 海外持续拓展》的研报称，预计公司2025-2027年收入分别为65.1亿元、93.6亿元、132.9亿元，归母净 利润分别为6.3亿元、10.9亿元、16.8亿元，对应PE115X、67X、43X，维持"买入"评级。 ...

Market Overview - The A-share market continues to adjust, with the Shanghai Composite Index falling by 1.95%, dropping below 3900 points, while the Shenzhen Component Index and the ChiNext Index decreased by 3.04% and 3.36% respectively [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.95 trillion yuan, marking the second consecutive trading day below 2 trillion yuan [1] Sector Performance - The Hainan sector experienced a brief surge in the afternoon, with Haixia Co. hitting the daily limit, Hainan Airport rising over 5%, and Hainan Highway and Hainan Shipping Group also seeing significant gains [1] - The Ministry of Finance and other departments announced adjustments to the duty-free shopping policy for travelers in Hainan, set to take effect on November 1 [1] New Energy Sector - The new energy sector faced a significant pullback, with solar energy, charging piles, and energy storage experiencing collective declines. Notable stocks such as Igor, Kelu Electronics, and Tongrun Equipment hit the daily limit down, while Sunshine Power dropped by 10% and EVE Energy fell by nearly 9% [1] - Popular concepts in consumer electronics, HBM, liquid cooling, and copper-clad boards also saw substantial adjustments, with multiple stocks including ZTE Communications, Deep Technology, Huazheng New Materials, and Invec hitting the daily limit down [1] - A total of 4783 stocks in the market experienced declines [1]

转自：智通财经 【主力资金监控：中际旭创净买入超14亿】智通财经10月17日电，智通财经星矿数据显示，今日主力资 金净流入贵金属、纺服行业、机场等板块，净流出电子、电新行业、半导体等板块，其中电子板块净流 出超203亿元。个股方面，中际旭创上涨，主力资金净买入14.35亿元位居首位，N道生、东信和平、万 润科技主力资金净流入居前；阳光电源遭净卖出超14亿元位居首位，比亚迪、立讯精密、英维克主力资 金净流出额居前。 ...

Group 1 - Main capital inflow was observed in the transportation, pharmaceutical, banking, real estate, steel, and coal sectors [1] - Notable individual stock inflows included Huaten Technology, Changshan Beiming, and Dongxin Peace, with net inflows of 1.682 billion, 1.251 billion, and 0.612 billion respectively [1] - Significant capital outflows were seen in the electric equipment, electronics, machinery, communication, automotive, and computer sectors [1] Group 2 - Major individual stock outflows included ZTE Corporation, Sunshine Power, and Yingweike, with net outflows of 2.577 billion, 2.302 billion, and 0.973 billion respectively [1]

（文章来源：每日经济新闻） 每经AI快讯，10月17日，早盘数据中心电源概念震荡下挫，伊戈尔、中恒电气触及跌停，金盘科技跌 近10%，科陆电子、英维克、阳光电源、盛弘股份、麦格米特等跌幅靠前。 ...

财报季，社保基金持股动向曝光！三季度末社保基金共现身8只个股前十大流通股东榜，新进3只，增持 1只。 业绩方面，社保基金持有个股中，三季报净利润同比增长的有6家，净利润增幅最高的是瑜欣电子，公 司前三季共实现净利润7339.41万元，同比增幅为60.21%，净利润同比增幅居前的还有藏格矿业、金岭 矿业等，净利润分别增长47.26%、47.09%。 以板块分布统计，社保基金持有个股中，主板有6只，创业板有2只。所属行业来看，社保基金持股主要 集中在医药生物、机械设备行业，分别有2只、2只个股上榜。 市场表现方面，社保基金重仓股10月以来平均上涨2.91%，涨幅跑赢沪指。（数据宝） 社保基金重仓股排行榜 注：本文系新闻报道，不构成投资建议 证券时报 数据宝统计显示，社保基金最新出现在8只个股前十大流通股东名单中，合计持股量6136.45万 股，期末持股市值合计22.70亿元。持股变动显示，减持4只，新进3只，增持1只。 社保基金重仓股中，从前十大流通股东名单中社保基金家数来看，共有8只股获1家社保基金集中现身， 持股量居前的是藏格矿业、华新水泥、九洲药业，持股量分别是有1800.00万股、1281.00万股、12 ...

Summary of AI Industry Conference Call Industry Overview - The AI chip demand is surging, driving the development of the industry chain, with major players like Meta and Google accelerating their ASIC chip deployments and repeatedly raising their demand forecasts for 2026, particularly with Google's V7 chip set to fully adopt liquid cooling technology [1][2] Key Points and Arguments - **Liquid Cooling Technology**: - Liquid cooling has become a standard for AI giants, with Google planning to fully adopt it by 2026 and Meta already implementing it in their self-developed chips [1][3] - Infinet is collaborating with Google to develop a universal CDU suitable for various ASIC chips, indicating a trend towards silent liquid cooling in the future [1][4] - **High-Speed Optical Modules**: - The evolution towards 1.6T optical modules is evident, with Google's V7 chip primarily utilizing this technology, benefiting leading companies like Zhongji Xuchuang and Xinyi Sheng [1][5] - The demand for CW light sources is also increasing, positively impacting companies like Yuanjie Technology [1][5] - **OCS Switches**: - Google's OCS switches are expected to achieve over 50% growth next year, benefiting manufacturers like Dekoli and Guangku Technology, as well as component suppliers like Tengjing Technology and Juguang Technology [1][6] - **Competitive Advantages**: - Infinet stands out in the global AI industry chain due to its comprehensive solutions and delivery capabilities, having secured clients like Intel, Meta, Google, and OpenAI [1][7][8] - Zhongji Xuchuang and Xinyi Sheng are recognized as leaders in the high-speed optical module sector, while Yuanjie Technology is a key supplier in the CW light source market [1][8] Additional Insights - **Market Dynamics**: - The global AI industry chain is accelerating, particularly in overseas markets, with OpenAI collaborating with major chip companies like Broadcom, AMD, and NVIDIA, creating a significant siphoning effect [2] - The domestic AI computing card market is currently facing a supply shortage, but improvements are expected in 2026, with major domestic players like Alibaba, ByteDance, and Tencent likely to increase their AI investments significantly [11] - **Emerging Technologies**: - The supernode technology is anticipated to explode in 2026, presenting opportunities across various sectors, including chips, machine manufacturing, optical modules, liquid cooling, copper connections, and server power supplies [12][13] - **AIDC Sector Outlook**: - The AIDC sector, which includes data center construction and power systems, is expected to see improved bidding progress as domestic chip supply increases in 2026, benefiting companies in cooling, power supply, and data center management [14] - **Market Volatility**: - Short-term market fluctuations due to tariff disturbances are not expected to alter the long-term growth trajectory of the AI industry, with upcoming catalysts likely to positively impact the entire industry chain [15]