Investment Rating - The report maintains an investment rating of "Leading the Market - A" for the computer industry [1][11]. Core Insights - The report highlights the acceleration of AI development in the manufacturing sector, driven by a recent policy issued by multiple government departments, aiming for significant advancements in AI technology and its applications by 2027 [3][5]. - The policy outlines specific goals, including the application of 3-5 general large models in manufacturing, the creation of 100 high-quality datasets, and the promotion of 500 typical application scenarios [3][5]. - The report emphasizes the transition of industrial AI from isolated applications to comprehensive integration across all manufacturing processes, with significant growth in AI adoption among industrial enterprises [6][7]. Summary by Sections Industry Performance - The computer industry has shown a strong market performance over the past year, with a focus on AI applications in manufacturing [1]. Policy Impact - The recent policy is a detailed implementation of previous guidelines, focusing on computational power, model development, data management, and application scenarios in manufacturing [5][6]. - Specific initiatives include support for advanced training chips, the development of industry-specific models, and the establishment of a chief data officer system in enterprises [5][6]. AI Adoption - The report notes a significant increase in the adoption of large models and intelligent agents in Chinese industrial enterprises, rising from 9.6% in September 2024 to 47.5% in 2025, with expectations for further rapid growth in 2026 [6][7]. Investment Recommendations - The report suggests focusing on companies involved in industrial AI applications, data annotation, and AI computing power, including firms like Zhong控 Technology, Kingdee International, and others [7].

（原标题：主力资金丨10股遭主力资金大幅出逃） 国防军工、计算机行业主力资金净流入金额均超11亿元。 A股三大指数今日（1月8日）走势分化，上证指数震荡整理，行业板块涨多跌少，船舶制造、航天航空、工程咨询服务、风电设备、光伏设备、 互联网服务、水泥建材板块涨幅居前，能源金属、保险、证券板块跌幅居前。 从主力资金情况来看，沪深两市全天主力资金净流出374.35亿元。12个行业主力资金净流入，国防军工、计算机行业净流入金额均超11亿元；银 行、建筑材料、汽车行业净流入金额均超6亿元；机械设备、传媒、轻工制造行业净流入均超3亿元。 航天科技、海兰信、汉得信息、乾照光电的主力资金分别净流入9.1亿元、8.87亿元、8.47亿元、7.3亿元。 海兰信今日"20cm"涨停，公司一直专注于航海电子科技领域，主要从事航海电子科技产品和系统的研发、生产、销售和服务。消息面上，工信部 等八部门印发《"人工智能+制造"专项行动实施意见》，目标是到2027年，我国人工智能关键核心技术实现安全可靠供给，产业规模和赋能水平稳 居世界前列。 汉得信息于2025年12月29日向香港联交所提交了境外上市股份（H股）的发行申请，并在官网刊发了相 ...

1月8日，上证指数全天窄幅震荡；深证成指、创业板指全天低位窄幅震荡；科创50指数早盘冲高回落， 午后持续回落，尾盘有所回升。截至收盘，上证指数报4082.98点，跌0.07%，成交额11832亿元；深证 成指报13959.48点，跌0.51%，成交额16171.96亿元；创业板指报3302.31点，跌0.82%，成交额7556.51 亿元；科创50指数报1455.17点，涨0.82%，成交额992亿元。沪深两市合计成交28003.96亿元，成交额 较上一交易日减少538.01亿元。 卫星互联网、商业航天等概念走强锋龙股份10连板 盘面上来看，行业板块、概念涨多跌少。其中，国防军工、传媒、建筑装饰、房地产、建筑材料、计算 机、教育、轻工制造等行业涨幅靠前；卫星互联网、商业航天、航母、氦气、空间站、核污染防治、人 脑工程、可控核聚变、短剧互动游戏等概念走势活跃。证券、保险、有色金属、银行、通信等行业跌幅 居前；券商、锂矿、刀片电池、氟化工、CPO、稀土永磁等概念走势较弱。涨停个股主要集中在机械设 备、国防军工、电力设备、化工、建筑装饰、医药生物等行业。 个股涨跌情况，截至收盘，沪深两市合计3533只个股上涨，15 ...

海兰信今日"20cm"涨停，公司一直专注于航海电子科技领域，主要从事航海电子科技产品和系统的研 发、生产、销售和服务。消息面上，工信部等八部门印发《"人工智能+制造"专项行动实施意见》，目 标是到2027年，我国人工智能关键核心技术实现安全可靠供给，产业规模和赋能水平稳居世界前列。 国防军工、计算机行业主力资金净流入金额均超11亿元。 A股三大指数今日（1月8日）走势分化，上证指数震荡整理，行业板块涨多跌少，船舶制造、航天航 空、工程咨询服务、风电设备、光伏设备、互联网服务、水泥建材板块涨幅居前，能源金属、保险、证 券板块跌幅居前。 从主力资金情况来看，沪深两市全天主力资金净流出374.35亿元。12个行业主力资金净流入，国防军 工、计算机行业净流入金额均超11亿元；银行、建筑材料、汽车行业净流入金额均超6亿元；机械设 备、传媒、轻工制造行业净流入均超3亿元。 19个主力资金净流出行业中，电子行业主力资金净流出金额居首，为141.55亿元，通信、有色金属、电 力设备、基础化工、非银金融行业净流出金额均超30亿元。 10股遭主力资金大幅出逃 从个股看，61主力资金净流入超2亿元，10股获主力资金净流入超5亿元。 ...

Market Overview - A-shares showed mixed performance on the 8th, with the Shanghai Composite Index experiencing narrow fluctuations, while the ChiNext Index declined, and the Sci-Tech 50 Index surged [2] - The Shanghai Composite Index closed down 0.07% at 4082.98 points, the Shenzhen Component Index fell 0.51%, and the ChiNext Index dropped 0.82%, whereas the Sci-Tech 50 Index rose 0.82% [2] - Total trading volume in the Shanghai, Shenzhen, and Hong Kong markets was approximately 2.83 trillion yuan, a decrease of about 550 billion yuan from the previous day [2] Commercial Aerospace Sector - The commercial aerospace concept saw a significant surge, with over 3700 stocks in the A-share market closing in the green and more than 110 stocks hitting the daily limit [4] - Notable stocks included Qian Zhao Guang Dian and Pu Ni Test, which quickly reached the daily limit, and Jin Feng Technology achieved three consecutive limit-ups [4] - The sector's growth was attributed to the opening of a large-scale liquid rocket assembly and recovery reuse base project in Hangzhou, marking a significant milestone in China's commercial aerospace industry [6] Controlled Nuclear Fusion Sector - The controlled nuclear fusion concept was notably active, with stocks like Ha Han Hua Tong and Tian Li Composite seeing significant gains, with some stocks hitting the daily limit [8] - Recent breakthroughs in controlled nuclear fusion technology were reported, including the confirmation of the existence of a density-free zone in the Tokamak, which is crucial for high-density operation [10] - The upcoming 2026 Nuclear Fusion Energy Technology and Industry Conference aims to promote collaboration and innovation within the nuclear fusion industry [10] Industrial Software Sector - The industrial software concept experienced a strong rally, with stocks like Han De Information and Bao Xin Software reaching their daily limits [12] - The Ministry of Industry and Information Technology, along with other departments, issued a directive to enhance the development of artificial intelligence in manufacturing, which is expected to boost the industrial software sector [14][15] - The government's focus on industrial software development is anticipated to lead to rapid growth in the sector, with significant investment opportunities emerging [15]

8日，A股走势现分化，沪指盘中窄幅震荡，创业板指弱势下探，科创50指数强势上扬；港股再度下 挫，两大股指均跌超1%。 具体来看，沪指盘中窄幅震荡，尾盘翻绿；科创50指数较为强势，盘中一度大涨近3%。截至收盘，沪 指微跌0.07%报4082.98点，深证成指跌0.51%，创业板指跌0.82%，科创50指数涨0.82%，沪深北三市合 计成交约2.83万亿元，较此前一日减少约550亿元。 全A超3700股飘红， 逾110股涨停。商业航天概念再度爆发，乾照光电（300102）（300102）、谱尼测 试（300887）（300887）等尾盘快速涨停，金风科技（002202）斩获3连板；工业软件概念崛起，宝信 软件（600845）涨停，汉得信息（300170）等大涨；可控核聚变概念活跃，中国核建（601611）、航天 晨光（600501）、派克新材（605123）等涨停；此外，AI产业链股上扬，寒武纪盘中一度涨超6%，全 日成交215.8亿元，位居A股成交额首位。值得注意的是，大金融板块集体回调，华林证券（002945）跌 停，中国平安跌逾4%。 港股方面，"全球大模型第一股"智谱上市首日盘中一度破发，收盘涨逾13%报 ...

Market Overview - A-shares showed mixed performance on the 8th, with the Shanghai Composite Index experiencing narrow fluctuations, while the ChiNext Index declined, and the STAR Market Index surged [1] - The Shanghai Composite Index closed down 0.07% at 4082.98 points, the Shenzhen Component Index fell 0.51%, and the ChiNext Index dropped 0.82%. In contrast, the STAR Market Index rose 0.82% [1] - Total trading volume in the Shanghai, Shenzhen, and Hong Kong markets was approximately 2.83 trillion yuan, a decrease of about 550 billion yuan from the previous day [1] Commercial Aerospace Sector - The commercial aerospace concept saw a significant surge, with over 3700 stocks in the A-share market rising, and more than 110 stocks hitting the daily limit [3] - Notable stocks included Qian Zhao Guang Dian and Pu Ni Test, which quickly reached their daily limit, while Jin Feng Technology achieved three consecutive limit-ups [6] - The sector's growth was attributed to the launch of a large liquid carrier rocket assembly and recovery reuse base project in Hangzhou, marking a significant milestone in China's commercial aerospace development [8] Controlled Nuclear Fusion Sector - The controlled nuclear fusion concept was notably active, with stocks like Ha Han Hua Tong and Tian Li Composite seeing significant gains, with some stocks hitting the daily limit [10] - Recent breakthroughs in controlled nuclear fusion technology were reported, including the confirmation of the existence of a density-free zone in the Tokamak, which is crucial for high-density operation [12] - The upcoming 2026 Nuclear Fusion Energy Technology and Industry Conference aims to promote collaboration and innovation within the nuclear fusion industry [12] Industrial Software Sector - The industrial software concept experienced a strong rally, with stocks like Han De Information and Bao Xin Software reaching their daily limit [14] - The Ministry of Industry and Information Technology, along with other departments, issued a directive to enhance the development of industrial software, indicating a supportive policy environment for the sector [16][17] - The government's focus on upgrading industrial software and related technologies is expected to drive rapid growth in the domestic industrial software industry [17]

证券之星消息，1月8日IT服务板块较上一交易日上涨2.66%，天润科技领涨。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。IT服务板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 002195 | 岩山科技 | | 10.24 Z | 5.39% | -12.58亿 | -6.62% | 2.33 Z | 1.23% | | 300170 汉得信息 | | | 8.22 乙 | 12.29% | -2.83亿 | -4.24% | -5.38 Z | -8.05% | | 600271 | 航天信息 | | 5.55 Z | 25.11% | -2.85 Z- | -12.89% | -2.70 Z | -12.22% | | 600845 | 宝信软件 | | 3.11 Z | 29.57% | -1.44亿 | -13. ...

沪指1月8日下跌0.07%，申万所属行业中，今日上涨的有20个，涨幅居前的行业为国防军工、传媒，涨 幅分别为4.18%、2.00%。计算机行业今日上涨1.27%。跌幅居前的行业为非银金融、有色金属，跌幅分 别为2.81%、1.56%。 计算机行业资金流入榜 资金面上看，两市主力资金全天净流出453.04亿元，今日有9个行业主力资金净流入，国防军工行业主 力资金净流入规模居首，该行业今日上涨4.18%，全天净流入资金67.73亿元，其次是计算机行业，日涨 幅为1.27%，净流入资金为39.17亿元。 主力资金净流出的行业有22个，电子行业主力资金净流出规模居首，全天净流出资金171.07亿元，其次 是有色金属行业，净流出资金为106.78亿元，净流出资金较多的还有非银金融、通信、基础化工等行 业。 计算机行业今日上涨1.27%，全天主力资金净流入39.17亿元，该行业所属的个股共336只，今日上涨的 有267只，涨停的有6只；下跌的有64只。以资金流向数据进行统计，该行业资金净流入的个股有163 只，其中，净流入资金超亿元的有22只，净流入资金居首的是岩山科技，今日净流入资金9.74亿元，紧 随其后的是汉得信息 ...

AI概念股，集体活跃！ 今日（1月8日），在三大指数小幅震荡的背景下，AI概念股集体走强，AI医疗、AIGC、AI智能体等AI应用方 向领涨。其中，宝信软件、久其软件直线拉升至涨停，汉得信息也一度触及20%涨停。截至午间收盘，AI方向 涨停或涨幅超过10%的个股超过30只。 从消息面来看，近期，AI产业迎来密集的政策支持。有券商表示，2026年，AI在端侧的落地有望加速，深度 融入各类硬件产品和产业场景。 AI概念股走强 1月8日，在A股市场上，AI概念股集体走强。截至中午收盘，AI医疗、AIGC、智谱AI、多模态AI指数涨幅均 超过2%，AI智能体、ChatGPT指数涨幅也接近2%。个股方面，宝信软件高开高走，开盘后6分钟内就被资金拉 升至涨停。盘中，久其软件、引力传媒、直真科技等股票也直线拉升涨停。 1月7日晚间，工信部等八部门印发《"人工智能+制造"专项行动实施意见》。其中提到，加快发展手术机器 人、智能诊断系统等，加速智能医疗装备产品创新和临床应用推广。推动人工智能技术融入大飞机、船舶等重 大技术装备研发、制造、运行，发展无人机等智能低空装备。 推动人工智能与研发设计类、生产控制类、经营管理类等工业软 ...