证券之星消息，1月12日IT服务板块较上一交易日上涨7.76%，天润科技领涨。当日上证指数报收于 4165.29，上涨1.09%。深证成指报收于14366.91，上涨1.75%。IT服务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) | | | --- | --- | --- | --- | --- | --- | --- | | 920564 | 天润科技 | 34.93 | 30.00% | 14.18万 | | 4.41亿 | | 920116 | 晶图测控 | 130.16 | 29.99% | 10.11万 | | 12.35亿 | | 920748 | 路桥信息 | 55.50 | 22.00% | 5.30万 | | 2.70亿 | | 920493 | 井行科技 | 187.00 | 21.07% | 8.49万 | | 15.05亿 | | 920227 | 美登科技 | 78.48 | 20.74% | 4.70万 | | 3.55 Z | | 300170 | 汉得信息 | 29.39 | 20.01% | 270.24万 | | 7 ...

Market Performance - The A-share market showed strong fluctuations throughout the day, with the Shanghai Composite Index rising by 1.09%, the Shenzhen Component Index by 1.75%, the ChiNext Index by 1.82%, and the Sci-Tech Innovation Board Index by 2.88% [1][2]. Sector Highlights - AI application themes experienced a significant surge, with stocks such as BlueFocus, Hand Information, Puyuan Information, and Keda Guochuang hitting the daily limit [3]. - The commercial aerospace sector continued its strong performance, with China Satellite and China Satcom both reaching new highs [5]. Stock Performance - Notable stocks with significant gains included: - Zhongcheng Technology (+30.00% to 41.60) - Xingtai Measurement Control (+29.99% to 130.16) - Liujin Technology (+29.92% to 9.51) - Parallel Technology (+21.07% to 187.00) - Keda Guochuang (+20.01% to 48.52) [4][5]. Market Activity - Over 4,100 stocks rose, with the A-share trading volume exceeding 3.6 trillion yuan, setting a new historical high [5]. Capital Flow - Main capital inflows were observed in sectors such as computer, media, gaming, and securities, while outflows were noted in non-ferrous metals, electronics, and real estate [7]. - Specific stocks with net inflows included Dongfang Caifu, Lingyi Zhizao, and China Satellite, with net inflows of 1.655 billion yuan, 1.642 billion yuan, and 1.435 billion yuan respectively [7]. Institutional Insights - Citic Securities indicated that the A-share market is experiencing a rise in both volume and price, suggesting patience for future gains [7]. - Cailun Securities noted that the year-end market trend is likely to continue, although short-term technical correction risks are increasing [7].

Market Overview - The A-share market showed a strong upward trend, with the Shanghai Composite Index rising by 1.09%, the Shenzhen Component Index by 1.75%, the ChiNext Index by 1.82%, and the Sci-Tech Innovation Index by 2.88% [3][4]. Sector Performance - AI application stocks experienced a significant surge, with multiple stocks hitting the daily limit up, including BlueFocus Communication Group, Hand Information, Puyuan Information, and Keda Technology [5]. - The commercial aerospace sector continued its strong performance, with China Satellite and China Satcom both hitting the daily limit and reaching new highs [6]. Stock Highlights - Notable stocks with substantial gains included: - Zhongcheng Technology (+30.00% to 41.60) - Xingtai Measurement Control (+29.99% to 130.16) - Liujin Technology (+29.92% to 9.51) - Parallel Technology (+21.07% to 187.00) - Keda Technology (+20.01% to 48.52) [6][7]. Capital Flow - Main capital inflows were observed in sectors such as computer, media, gaming, and securities, while outflows were noted in non-ferrous metals, electronics, and real estate [9]. - Specific stocks with significant net inflows included Dongfang Wealth (16.55 billion), Lingyi Intelligent Manufacturing (16.42 billion), and China Satellite (14.35 billion) [9]. Institutional Insights - Citic Securities indicated that the cross-year market trend is likely to continue, although short-term technical correction risks are rising [11]. - Flash Gold Asset Management noted that while short-term fluctuations are increasing, the positive trend in technology remains unchanged [12].

Group 1 - The core viewpoint of the news highlights the significant surge in AI application stocks, particularly in the software sector, with multiple stocks reaching the daily limit increase of 20% [1] - The software sector is positioned in the midstream technology layer and downstream application layer of the AI industry chain, providing essential technical support and facilitating the implementation of AI applications [1] - The China Securities report indicates that 2026 will be a pivotal year for AI applications transitioning from "technology validation" to "commercial promotion," emphasizing four key directions: super entry points, AI infrastructure, high growth, and high barriers [2] Group 2 - The report identifies that the software industry plays a crucial role in offering AI frameworks, development platforms, and algorithm models, which are foundational for AI application development [1] - The software sector is expected to leverage AI technology to drive commercial applications in various industries, enhancing the integration of AI with real-world scenarios [2] - Specific products mentioned include the China Securities ETFs focused on software and AI, such as the创业板软件ETF华夏 (159256) and the人工智能AIETF (515070) [2]

大数据ETF(159739)，场外联接(A：021090；C：021091；I：022882)。 大数据ETF紧密跟踪中证云计算与大数据主题指数，中证云计算与大数据主题指数选取50只业务涉及提 供云计算服务、大数据服务以及上述服务相关硬件设备的上市公司证券作为指数样本，以反映云计算与 大数据主题上市公司证券的整体表现。 数据显示，截至2025年12月31日，中证云计算与大数据主题指数(930851)前十大权重股分别为科大讯 飞、金山办公、中际旭创、新易盛、浪潮信息、中科曙光、紫光股份、恒生电子、润泽科技、拓维信 息，前十大权重股合计占比50.01%。 GEO概念全线爆发，AI大模型持续发展下，市场认为GEO推动广告投放升级，AI应用有望呈现高景 气。消息面上，马斯克当地时间1月10日在社交媒体平台X发文称，将在一周内正式开源X平台最新的内 容推荐算法。这一举动被市场普遍解读为"马斯克也要涉足GEO"。 太平洋证券认为，GEO生成式引擎优化是面向生成式AI应用的广告投放技术，其通过广告内容投喂， 使得广告内容被纳入AI信息库，进而提升广告内容在AI生成内容中的被引用概率。从投放策略来看， GEO不仅涉及投放执行 ...

招商证券表示，建议投资者围绕产业趋势最为明确的AI、政策驱动最为确定的信创以及最为受益"牛 市"Beta 的金融科技坚定布局。资料显示，云计算ETF华夏（516630）跟踪云计算指数（930851），费 率最低。该指数聚焦国产AI软硬件算力，算机软件+云服务+计算机设备合计权重高达83.7%，deep seek、AI应用含量均超40%。场外联接（A类：019868；C类：019869） 1月12日，AI+方向集体沸腾，截至13:35，低费率云计算ETF华夏(516630)上涨6.47%， 冲击3连涨，持 仓股拓尔思、汉得信息、易点天下20cm涨停，万兴科技，中科星图等个股跟涨。拉长时间看，截至 2026年1月9日，云计算ETF华夏近1周累计上涨9.33%。 消息面上，DeepSeek将于2月发布新一代旗舰AI模型DeepSeek V4，该模型具备强大的编程能力，预计 将对当前的AI竞争格局产生重大影响。V4是DeepSeek继2024年12月发布的V3模型之后的最新版本。知 情人士称，DeepSeek内部的初步测试表明，V4在编程能力上超过了目前市场上的其他顶级模型，如 Anthropic的Claude和Op ...

据天眼查APP显示，上海汉得信息技术股份有限公司成立于2002年07月15日，注册资本102222.7211万 人民币。（数据宝） （文章来源：证券时报网） 数据宝统计，截至11:16，汉得信息成交额68.30亿元，创2025年3月10日以来新高。最新股价上涨 20.01%，换手率25.71%。上一交易日该股全天成交额为64.32亿元。 ...

格隆汇1月12日｜汉得信息触及涨停，成交额53.18亿元，涨幅20.01%。 ...

中信证券认为，以MiniMax为代表的中国独立第三方模型厂商在商业化进展上，相比美国领先玩家有较 多潜力，相比OpenAI的120亿美元ARR对应5000亿美元估值、Anthropic的50亿美元对应1830亿美元估 值，MiniMax2025年前三季度5344万美元意味着未来在收入端有着跨数量级的潜力，而在市值层面，相 比腾讯/阿里/字节从成立到千亿美元市值分别耗时15/15/8年，新一代AI企业将有望加速这一进程。 相关产品：创业板软件ETF华夏（159256）、创业板200ETF华夏（159573）、人工智能AIETF （515070） 1月12日盘中，A股股指涨跌分化，大科技板块表现强势，Sora概念、AIGC概念、AI智能体板块涨幅持 续扩大，软件开发板块异动拉升，创业板软件ETF华夏（159256）大涨超4%，其持仓股昆仑万维、汉 得信息、拓尔思、润泽科技、每日互动、卫宁健康、万兴科技均涨超10%。 消息方面，1月9日，全球化AI第一股MiniMax（股票代码：0100.HK）正式登陆香港联合交易所。 MiniMax本次IPO发行价定为发行上限的165港元，市场认购反响极为热烈，公开发售部分获得1 ...

每经AI快讯，1月12日，汉得信息触及涨停，成交额53.18亿元，涨幅20.01%。 每经AI快讯，1月12日，汉得信息触及涨停，成交额53.18亿元，涨幅20.01%。 ...