1月6日，A股市场整体上涨。 截至收盘，上证指数收报4083.67点，上涨1.5%，深证成指收报14022.55点，上涨1.4%，创业板指收报3319.29点，上涨0.75%，北证50 指数上涨1.82%。A股市场合计成交28324.97亿元，较上一交易日增加2650.87亿元。 1. A股市场全天主力资金净流出176.68亿元 今日A股市场主力资金开盘净流出147.71亿元，尾盘净流入18.05亿元，A股市场全天主力资金净流出176.68亿元。 | | | 沪深两市近五日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | | 尾盘净流入 超大单净买入 | | 2026-1-6 | -176. 68 | -147.71 | 18. 05 | 33. 67 | | 2026-1-5 | -62.98 | -54. 18 | 17. 34 | 90. 80 | | 2025-12-31 | -270. 79 | -129.42 | -36. 63 | -63.89 | | 2025-12-30 | -238.28 | ...

Core Viewpoint - The A-share market continues to show strong performance, with the Shanghai Composite Index achieving a 13-day winning streak, reaching its highest level since July 2015. However, there was a net outflow of main funds totaling 17.668 billion yuan across the market [2]. Group 1: Industry Performance - All major industry sectors saw gains, with notable increases in insurance, energy metals, chemical fertilizers, securities, and small metals. The beauty and personal care sector was the only one to decline [2]. - Among the 13 industries with net inflows, non-ferrous metals, non-bank financials, automotive, and computer sectors had net inflows of 3.423 billion yuan, 2.185 billion yuan, 1.477 billion yuan, and 1.064 billion yuan respectively. Other sectors like banking, oil and petrochemicals, electronics, and public utilities also saw inflows exceeding 100 million yuan [2]. Group 2: Individual Stock Performance - A total of 54 stocks experienced net inflows exceeding 200 million yuan, with 10 stocks seeing inflows over 600 million yuan. Notably, Dongfang Caifu had a net inflow of 2.658 billion yuan, while Shanzhi Gaoke saw 1.455 billion yuan [3][4]. - The top stocks with significant net inflows included: - Dongfang Caifu: 5.73% increase, 2.658 billion yuan net inflow - Shanzhi Gaoke: 10.12% increase, 1.455 billion yuan net inflow - TCL Technology: 8.35% increase, 1.293 billion yuan net inflow - Tonghuashun: 12.01% increase, 1.003 billion yuan net inflow - Zhinan Zhen: 9.61% increase, 915 million yuan net inflow [4]. Group 3: Net Outflow Analysis - A total of 63 stocks experienced net outflows exceeding 200 million yuan, with notable outflows from Zhongji Xuchuang, Xinyi Sheng, and Tianji Shares, each exceeding 1 billion yuan [5][6]. - The stocks with the highest net outflows included: - Zhongji Xuchuang: -2.93% change, 2.647 billion yuan net outflow - Xinyi Sheng: -2.13% change, 2.277 billion yuan net outflow - Tianji Shares: 0.35% change, 1.281 billion yuan net outflow [6]. Group 4: Tail-End Fund Movement - At the end of the trading day, the main funds saw a net inflow of 1.805 billion yuan, with significant inflows in the computer, non-bank financial, and national defense industries, each exceeding 400 million yuan [7]. - Individual stocks with notable tail-end inflows included: - Dongfang Caifu: 5.73% increase, 508.907 million yuan net inflow - Liou Shares: 6.94% increase, 271.545 million yuan net inflow - Tonghuashun: 12.01% increase, 233.563 million yuan net inflow [8].

Market Overview - The net inflow of large orders in the two markets reached 14.242 billion yuan, with 73 stocks seeing net inflows exceeding 200 million yuan, led by Dongfang Caifu with a net inflow of 2.943 billion yuan [1] - The Shanghai Composite Index closed up by 1.50%, with a total of 2,371 stocks experiencing net inflows and 2,538 stocks seeing net outflows [1] Industry Performance - Among the 20 industries with net inflows, the non-bank financial sector had the highest net inflow of 6.437 billion yuan, with its index rising by 3.73% [1] - The non-ferrous metals sector followed with a net inflow of 3.663 billion yuan and a rise of 4.26% [1] - Other notable sectors with significant inflows included computer and electronics [1] Individual Stock Performance - A total of 73 stocks had net inflows exceeding 200 million yuan, with Dongfang Caifu leading at 2.943 billion yuan, followed by Shanzhi Gaoke at 1.766 billion yuan [2] - The average increase for stocks with net inflows over 200 million yuan was 9.44%, outperforming the Shanghai Composite Index [2] - Specific stocks that saw significant gains included Lianjian Guangdian and Tianli Technology, which closed at their daily limit [2] Top Stocks by Net Inflow - The top stocks by net inflow included: - Dongfang Caifu: 2.943 billion yuan, up 5.73% [2] - Shanzhi Gaoke: 1.766 billion yuan, up 10.12% [2] - Aerospace Electronics: 1.530 billion yuan, up 10.02% [2] - TCL Technology: 1.421 billion yuan, up 8.35% [2] - Tonghuashun: 1.002 billion yuan, up 12.01% [2] Top Stocks by Net Outflow - The stocks with the highest net outflows included: - Zhongji Xuchuang: -2.292 billion yuan, down 2.93% [4] - Xinyi Sheng: -2.198 billion yuan, down 2.13% [4] - China Satellite Communications: -994 million yuan, up 10.00% [4] - BlueFocus: -943 million yuan, down 1.16% [4] - Yongding Co.: -762 million yuan, down 1.58% [4]

证券之星消息，1月6日软件开发板块较上一交易日上涨2.83%，星环科技领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。软件开发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) | | | --- | --- | --- | --- | --- | --- | --- | | 688031 | 星环科技 | 126.32 | 20.00% | 11.77万 | | 13.85 Z | | 300033 | 同花顺 | 372.00 | 12.01% | 24.37万 | | 87.16亿 | | 002920 | 德赛西威 | 137.39 | 10.00% | 22.97万 | | 30.33亿 | | 615109 | 大智慧 | 14.77 | 9.98% | 112.48万 | | 15.96亿 | | 300803 | 指南针 | 148.78 | 9.61% | 63.39万 | | 91.78亿 | | 688318 | 财富趋势 | 148.43 | 8.55% | 11.64万 | | 1 ...

Market Overview - The Shanghai Composite Index closed at 4083.67 points, above the six-month moving average, with an increase of 1.50% [1] - The total trading volume of A-shares reached 33,301.51 million yuan [1] Stocks Above Six-Month Moving Average - A total of 244 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Hanxin Technology: 25.26% - Qiangli New Materials: 13.64% - Tianli Technology: 11.68% [1] Stocks with Minor Deviation Rates - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Future Electric - ST Langyuan - Guojin Securities [1] Top Performing Stocks - The top stocks with the highest deviation rates and their respective performance metrics are: - Hanxin Technology: 29.99% increase, 25.42% turnover rate, latest price 48.89 yuan - Qiangli New Materials: 15.84% increase, 36.12% turnover rate, latest price 15.80 yuan - Tianli Technology: 20.01% increase, 19.26% turnover rate, latest price 32.21 yuan [1] Additional Notable Stocks - Other notable stocks with significant performance include: - Tonghuashun: 12.01% increase, 8.84% turnover rate, latest price 372.00 yuan - Binhu Chemical: 9.95% increase, 5.78% turnover rate, latest price 4.75 yuan - AVIC Xi'an: 10.00% increase, 4.45% turnover rate, latest price 28.48 yuan [1]

Group 1 - The financial technology sector experienced a significant rally, with the China Software Service Index rising by 2.42% and individual stocks like Tonghuashun and Wealth Trend increasing by 9.60% and 9.53% respectively [1] - The People's Bank of China announced that starting January 1, 2026, digital yuan wallet balances will earn interest, making China the first economy to offer interest on central bank digital currency [1] - The National Bureau of Statistics released a draft opinion aimed at enhancing data circulation service capabilities by the end of 2029, which is expected to stimulate the data factor market and improve data utilization across society [1] Group 2 - The domestic information technology innovation (信创) industry is rapidly developing under dual policy and market drivers, with a strategic layout covering key sectors such as government, finance, energy, and transportation [2] - The market for information security is projected to grow at a compound annual growth rate of 35%, potentially reaching 16.6 billion yuan by 2027, with initial applications in boundary security, endpoint security, and cloud security [2] - As of December 31, 2025, the top ten weighted stocks in the China Software Service Index include Keda Xunfei, Kingsoft Office, and Tonghuashun, collectively accounting for 60.89% of the index [2]

金融科技ETF华夏紧密跟踪中证金融科技主题指数，截至2025年12月31日，中证金融科技主题指数(930986)前十大权重股分别为东方财富(300059)、同花顺 (300033)、指南针(300803)、恒生电子(600570)、润和软件(300339)、东华软件(002065)、新大陆(000997)、广电运通(002152)、银之杰(300085)、四方精创 (300468)，前十大权重股合计占比51.09%。 截至2026年1月6日 14:33，中证金融科技主题指数强势上涨4.38%，成分股星环科技20.00CM涨停，同花顺上涨10.82%，大智慧10CM涨停，指南针、财富趋 势等个股跟涨，金融科技ETF华夏(516100)上涨4.35%， 冲击8连涨。 资金流入方面，金融科技ETF华夏近19个交易日内有10日资金净流入，合计"吸金"2911万元。 相关分析指出，金融IT领域受数字人民币升级驱动迎来系统迭代需求，央行出台启动数字人民币2.0 版，推动数字人民币在付息并可以自主开展资产负债经 营管理；第三方支付领域在跨境业务获得多重政策支持，通过多种方式强化风险防控与效率，数字金融服务平台搭建及与多国地 ...

Core Viewpoint - The article discusses the fluctuations in the artificial intelligence sector on the ChiNext board, highlighting the performance of various stocks and ETFs related to AI and optical modules, with a focus on investment opportunities in the context of increasing demand for computing power and AI applications [1][3]. Group 1: Market Performance - On January 6, the ChiNext artificial intelligence sector experienced a decline, with notable pullbacks in optical module CPO concept stocks such as New Yi Sheng and Zhong Ji Xu Chuang, both dropping over 3% [1]. - In contrast, storage chips and AI application stocks showed strong performance, with Beijing Junzheng leading gains at over 8%, followed by Tonghuashun with over 7%, and several other stocks like Zhongke Chuangda and Tongniu Information rising over 3% [1]. - The ChiNext artificial intelligence ETF (159363) saw early morning fluctuations, initially dropping over 2% but later narrowing the decline to 0.49%, with a trading volume exceeding 700 million yuan and net subscriptions surpassing 10 million shares [1][2]. Group 2: Investment Opportunities - A report from Dongwu Securities highlights that by 2026, the overseas computing power chain is expected to maintain an upward trend, benefiting from the demand for optical interconnects driven by both overseas and domestic computing power needs [3]. - The high-end optical module market is projected to grow annually, with increasing visibility of demand extending further into the future, which will support rapid growth in the performance of supply chain companies [3]. - The report emphasizes three key investment directions: 1. High-certainty leading stocks that are integrated into the domestic and overseas computing power supply chain, which are expected to benefit significantly from the rapid growth of the optical interconnect industry [3]. 2. Critical material positioning in the supply chain, as the demand for high-speed optical modules will lead to significant growth in upstream optical chips and components [3]. 3. Potential new players in the supply chain, as increased demand for various products and customer needs may allow more suppliers to enter the core supply chain of major North American CSPs [4]. Group 3: ETF and Index Performance - The ChiNext artificial intelligence index achieved a remarkable annual growth of 106.35% in 2025, significantly outperforming other AI-themed indices [4]. - The first ChiNext artificial intelligence ETF (159363) is recommended for investment, focusing on leading optical module companies and capturing AI thematic market trends, with over 70% of its portfolio allocated to computing power and over 20% to AI applications [5].

Group 1 - The A-share market has seen significant gains in stock trading software companies, with Tonghuashun rising over 11% [1] - Dazhihui reached a daily limit increase of 10% [1] - Zhinan Compass increased by over 9%, while Lakala and Dongfang Caifu rose by over 6%, and Zhongke Jincai increased by over 4% [1]

互联网金融板块持续拉升，大智慧涨停，同花顺涨超10%，财富趋势、指南针、东方财富涨幅居前。 ...