Group 1: Investment Opportunities in Liquid Cooling Servers - The stock of Invec (002837) has surged, reaching a market capitalization of over 100 billion yuan, driven by the liquid cooling server concept associated with NVIDIA [2] - Invec's stock price has increased by more than 9 times from its low in February 2024, closing at 103.84 yuan, a historical high [2] - The acquisition of Dongguan Liminda Electronics by Lingyi Zhi Zao for 875 million yuan will enhance its capabilities in liquid cooling technology and customer certifications, positioning it as a key player in the server market [3] Group 2: Growth Potential of Liquid Cooling Server Market - The liquid cooling server market in China is projected to grow at a compound annual growth rate (CAGR) of 47.6% from 2023 to 2028, reaching a market size of 10.2 billion USD by 2028 [4] - 2026 is anticipated to be a pivotal year for the commercialization of liquid cooling technology, with recommendations to focus on leading companies with technological barriers and those entering major supply chains [4] Group 3: 6G as a National Strategy - The Chinese government has elevated 6G and other future industries to a national strategic level, as outlined in the 2025 State Council work report [5] - The U.S. is actively pursuing global leadership in 6G standards, as indicated by a memorandum from former President Trump to senior officials [6] - The year 2025 is identified as crucial for initiating 6G standard research, with a growing consensus on the future direction of 6G standards [6] Group 4: Investment Insights in 6G Sector - Companies like Chuangyuan Xinke and Tongyu Communication are highlighted for their potential in the 6G sector, with strategic investments aimed at enhancing product offerings and capturing new market opportunities [8] - Notable stocks such as Sega Technology and China Mobile have seen significant capital inflows, with over 100 million yuan in combined investments from both leveraged and institutional funds [9]

人民财讯12月23日电，12月23日龙虎榜上榜个股中，分别有17只、8只股前五大买卖营业部中出现深股 通及沪股通专用席位的身影。深沪股通净买入的个股共有13只，净买入金额最多的是国机精工 （002046），净买入2.38亿元，其次是海南海药（000566）、航天动力（600343）、宏达电子 （300726）等，净买入金额分别为1.30亿元、1.15亿元、1亿元。净卖出的有通宇通讯（002792）、英维 克（002837）、奕东电子（301123）等，净卖出金额分别为9280.77万元、3631.11万元、2871.14万元。 ...

（原标题：主力资金丨2股尾盘获重点出击） 6个行业获主力资金净流入。 A股三大指数今日（12月23日）集体报收红盘，行业板块涨少跌多，能源金属、电池、玻璃纤维、电子化学品、贵金属板块涨幅居前，旅游酒 店、教育、房地产服务、航天航空、软件开发板块跌幅居前。 从今日主力资金情况来看，沪深两市全天主力资金净流出322.18亿元。6个行业获主力资金净流入，电力设备行业主力资金净流入36.56亿元，居 首；基础化工、建筑材料、银行行业主力资金净流入金额分别为12.78亿元、3.58亿元、1.28亿元。 25个主力资金净流出的行业中，国防军工、电子行业主力资金净流出金额居前，均超50亿元；通信、计算机、汽车行业主力资金净流出金额均超 30亿元；医药生物、非银金融、农林牧渔等行业主力资金净流出金额均超10亿元。 8股获主力资金净流入均超5元 据证券时报·数据宝统计，从个股来看，78股主力资金净流入均超1亿元，8股获主力资金净流入均超5亿元。 2股尾盘主力资金净流入均超1亿元 据数据宝统计，尾盘沪深两市主力资金净流出57.12亿元。今日尾盘电力设备行业主力资金净流入金额超1亿元，建筑材料、建筑装饰行业尾盘主 力资金净流入均超 ...

Group 1: Stock Market Performance - The Shanghai Composite Index has experienced five consecutive days of gains, closing up 0.07% and reaching a new monthly high [2][11] - The technology sector continues to perform well, with lithium battery electrolyte prices surging over 6% and liquid cooling servers seeing gains of over 3% [2][11] - In the liquid cooling server sector, Invec (002837) has hit its daily limit, with a market capitalization exceeding 100 billion yuan, and its stock price has increased over nine times since its low in February 2024 [2][11] Group 2: Invec's Growth Potential - Invec's stock price surge is attributed to its association with NVIDIA's liquid cooling server concept, and it has entered NVIDIA's RVL list, indicating potential supply chain opportunities [2][11] - Analysts suggest that Invec could achieve a tenfold increase based on its current price trajectory [2][11] Group 3: Linyi Intelligent Manufacturing's Acquisition - Linyi Intelligent Manufacturing has signed an agreement to acquire control of Dongguan Limin Technology for 875 million yuan, enhancing its capabilities in the liquid cooling server market [4][13] - Limin is recognized as an NVIDIA AVL/RVL certified supplier, providing critical components for liquid cooling systems [4][13] Group 4: Liquid Cooling Server Market Growth - The liquid cooling server market in China is projected to grow at a compound annual growth rate of 47.6% from 2023 to 2028, reaching a market size of 10.2 billion USD by 2028 [5][14] - Analysts recommend focusing on leading companies with technological barriers that can enter domestic and international supply chains, as well as second-tier companies that can leverage the liquid cooling industry for performance growth [5][15] Group 5: 6G as a National Strategy - The Chinese government has elevated 6G and other future industries to a national strategic level, as outlined in the 2025 government work report [6][16] - The U.S. is also actively pursuing 6G standards, with a recent memorandum from President Trump emphasizing the importance of winning the 6G race [7][16] Group 6: Investment in 6G Stocks - Several companies, including Chuangyuan Xinke and Tongyu Communication, are increasing investments in 5G/6G and satellite internet, aligning with national strategic goals [18] - A total of 18 6G concept stocks in the A-share market have seen net purchases from both leveraged and institutional funds since December [18][19] Group 7: Notable 6G Stocks - Companies such as China Mobile, Tianyin Electric, and Zhongcai Technology have received significant net purchases exceeding 1 billion yuan from both leveraged and institutional investors [20]

Group 1 - A-shares' three major indices closed in the green on December 23, with the energy metals, battery, fiberglass, electronic chemicals, and precious metals sectors leading the gains, while tourism, education, real estate services, aerospace, and software development sectors saw declines [1] - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 32.218 billion yuan, with six industries receiving net inflows, led by the power equipment industry with a net inflow of 3.656 billion yuan [1] - The defense and military industry, along with the electronics sector, saw the largest net outflows, each exceeding 5 billion yuan, while the communications, computer, and automotive sectors also faced significant outflows [1] Group 2 - Eight stocks received net inflows exceeding 500 million yuan, with Duofuduo leading at 1.248 billion yuan, benefiting from the strong performance of lithium battery concepts [2][3] - The price of battery-grade lithium carbonate rose significantly in November, with an increase of 13.58% from 81,000 yuan/ton to 92,000 yuan/ton, and futures contracts saw a rise of 17.19% [2] - The stock N Nabachuan, which debuted on the same day, saw a remarkable increase of 408.17% and focuses on thermal management products for electric vehicle batteries and fuel vehicles [5] Group 3 - The top stocks with net inflows included Duofuduo, Yingweike, and Ningde Times, with respective inflows of 1.248 billion yuan, 1.035 billion yuan, and 884 million yuan [3] - The stocks with the highest net outflows included Shanzigaoke, Shanghai Hanxun, and Lingyizhi, with outflows of 1.134 billion yuan, 1.062 billion yuan, and 941 million yuan respectively [4] - The tail-end trading session saw significant net inflows in the power equipment sector, with notable inflows from Aerospace Development and Baobian Electric [6][7]

12月23日，上证指数上涨0.07%，深证成指上涨0.27%，创业板指上涨0.41%。盘后龙虎榜数据显示，共有58只个 股因当日异动登上龙虎榜，资金净流入最多的是英维克（002837.SZ），达8.42亿元。 据21投资通智能监测，35只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及25只。 8.42亿元资金抢筹英维克，5.15亿元资金出逃航天机电 58只上榜的龙虎榜个股中，28只个股被净买入，30只个股被净卖出。其中，资金净买入最多的是英维克，达8.42 亿元，占总成交金额的11.07%。英维克当日收盘上涨10%，换手率为9.03%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | | 英维克 | 10% | 84184 | 11.07% | 9.03% | 1家机构买入,成功 | | | | | | | 率35.82% | | 多氟多 | 10.02% | 28002 | 5.07% | 16.22% | 3家机构买入,成功 | | | ...

英维克（002837）市值突破千亿大关。 A股今日（12月23日）走势出现明显分化，以保险、银行为首的大市值个股拉升，小盘股走势疲弱；港股午后下探，恒生指数翻绿。 具体来看，三大股指盘中强势上扬，午后涨幅有所收窄。截至收盘，沪指微涨0.07%报3919.98点，深证成指涨0.27%，创业板指涨 0.41%，中证2000指数跌0.63%，沪深北三市合计成交19216亿元，较此前一日增加近400亿元。 A股市场超3800股飘绿，旅游餐饮、零售、食品饮料等消费板块集体下挫，曲江文旅跌停，近日4连板的庄园牧场逼近跌停；商业航天 概念跳水，顺灏股份跌停，中国卫通跌超9%；光刻机、先进封装等半导体产业链股强势，美埃科技、同飞股份等涨停；液冷服务器等 AI产业链股拉升，英维克（002837）尾盘涨停续创新高；锂电产业链股崛起，奕东电子涨停续创新高，华盛锂电等涨超10%。 此外，今日上市的三只新股——纳百川、锡华科技、天溯计量收盘分别上涨408.2%、264.5%、174.5%，盘中最高攀升至180元/股、46 元/股、150.99元/股，若以上述最高价计算，三股单签最高盈利分别达7.87万元、1.8万元、5.71万元。 港 ...

资金流入比率方面，集泰股份、川润股份、中光防雷等流入比率居前，主力资金净流入率分别为 47.68%、39.27%、31.95%。（数据宝） 液冷服务器概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 601138 | 工业富 | 3.70 | 1.09 | 130424.68 | 9.63 | | | 联 | | | | | | 002837 | 英维克 | 10.00 | 9.03 | 113460.33 | 14.92 | | 002272 | 川润股 份 | 10.02 | 22.45 | 52679.74 | 39.27 | | 002475 | 立讯精 | 0.55 | 1.07 | 48873.55 | 10.84 | | | 密 | | | | | | 300414 | 中光防 雷 | 20.00 | 24.64 | 36841.87 | 31.95 | | 300322 | 硕贝德 | 4. ...

英维克今日涨停，全天换手率9.03%，成交额76.03亿元，振幅11.11%。龙虎榜数据显示，机构净买入 7930.47万元，深股通净卖出3631.11万元，营业部席位合计净买入7.99亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达10.02%上榜，机构专用席位净买入7930.47万元，深 股通净卖出3631.11万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交23.70亿元，其中，买入成交额为16.06亿 元，卖出成交额为7.64亿元，合计净买入8.42亿元。 具体来看，今日上榜的营业部中，共有5家机构专用席位现身，即买五、卖二、卖三、卖四、卖五，合 计买入金额5.24亿元，卖出金额4.44亿元，合计净买入7930.47万元，深股通为第二大买入营业部及第一 大卖出营业部，买入金额为2.83亿元，卖出金额为3.19亿元，合计净卖出3631.11万元。 融资融券数据显示，该股最新（12月22日）两融余额为38.24亿元，其中，融资余额为38.00亿元，融券 余额为2415.32万元。近5日融资余额合计增加2.80亿元，增幅为7.96%，融券余额合计减少222.31万元， 降幅8.43%。（ ...

Market Overview - The A-share market experienced fluctuations in the afternoon, with all three major indices briefly turning negative. The Shanghai Composite Index rose by 0.07%, the Shenzhen Component increased by 0.27%, and the ChiNext Index gained 0.41%. The total market turnover was approximately 1.92 trillion yuan, an increase of 39.2 billion yuan compared to the previous trading day [1]. Sector Performance - The sectors of photolithography machines, battery, and energy metals were active, while tourism and commercial aerospace sectors saw adjustments. Notably, the liquid cooling server concept remained vibrant, with several high-position stocks experiencing sharp declines [2]. Individual Stock Highlights - Victory Energy achieved an "8 consecutive limit-up" performance. Invech hit a limit-up and reached a historical high, with a total market value surpassing 100 billion yuan. Zhongji Xuchuang had a trading volume exceeding 14 billion yuan, ranking first in A-share individual stock trading volume [2][6]. - Invech, as a pioneer in the full-chain liquid cooling sector, offers a comprehensive range of products and services, ensuring the operational reliability of liquid cooling systems through self-research, production, delivery, and service [4]. Currency Exchange Rates - On December 23, the RMB exchange rate continued to strengthen, with both offshore and onshore RMB against the US dollar breaking through the 7.02 and 7.03 thresholds, respectively. The central parity rate of the RMB against the US dollar was adjusted up by 49 basis points to 7.0523, marking the highest level since October 2024. Year-to-date, the RMB has appreciated by 1.89% against the US dollar [2]. Future Market Projections - According to a report from Western Securities, the liquid cooling market for Google's TPU v7 and above is expected to reach a scale of 2.4 billion to 2.9 billion USD by 2026, driven by high growth in domestic chip shipments and the rapid adoption of AI supernode systems [5]. - Franklin Templeton Investments believes that technology stocks will outperform the market in 2026, supported by three factors: the evolution of AI, innovation pipelines, and valuation support through strong profit growth [8].