创业板公司最新融资余额3319.59亿元，已连续五个交易日减少，其间累计减少56.63亿元。 证券时报·数据宝统计显示，截至4月30日，创业板两融余额合计3328.14亿元，较上一交易日减少32.41 亿元。其中，融资余额合计3319.59亿元，较上一交易日减少32.34亿元，为连续五个交易日减少，其间 累计减少56.63亿元。 创业板两融余额及变动 市场表现方面，融资余额增幅超20%的个股中，其间平均上涨7.47%，表现强于创业板指，涨幅居前的 有大叶股份、联合化学、博创科技，分别上涨57.60%、57.50%、30.16%，跌幅居前的有宏工科技、美 好医疗、新天地，分别下跌16.37%、11.35%、10.48%。 其间融资余额变动幅度居前个股 | 代码 | 简称 | 最新融资余额（万 | 其间增减 | 代码 | 简称 | 最新融资余额 | 其间增减 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | | | （万元） | （%） | | 300548 | 博创科 | 33608.20 | 216.75 | 300979 ...

暗盘资金一眼洞悉庄家意图>> CPO概念股盘初走高，永鼎股份（600105）涨停，仕佳光子涨超8%，太辰光（300570）、生益电子、 新易盛（300502）纷纷上涨。 ...

[Table_Title] 金股报告 证券研究报告 2025 年 05 月 05 日 国元证券 2025 年 5 月金股组合及投资逻辑 ——2025 年第 5 期 报告要点： 国元月度金股（2025 年 5 月） |  | 国元月度金股（2025 | 年 5 月） | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 行 业 | 公司名称 | 股票代码 | | EPS | | 收盘价 | PE(TTM) | 推荐人 | | | | | 24A | 25E | 26E | | | | | 电新机械 | 东华测试 | 300354.SZ | 0.88 | 1.22 | 1.62 | 40.96 | 45.90 | 龚斯闻 | | 计算机 | 道通科技 | 688208.SH | 1.42 | 1.70 | 2.05 | 41.68 | 26.32 | 耿军军 | | 汽车 | 双环传动 | 002472.SZ | 1.22 | 1.59 | 1.94 | 33.70 | 26.48 | 刘乐 | | 医药生物 | 科兴制药 ...

每经记者 黄小聪 每经编辑 彭水萍 今日，A股多个主要指数涨跌不一，而在板块和主题方面，人工智能和机器人板块涨幅居前，其中多个相关主题ETF涨幅超过3%。 如果进一步细看可以发现，虽然都是人工智能主题的ETF，但是背后跟踪的指数却有好几个，主要包括创业板人工智能指数、中证人工智能主题指数、中证 沪港深人工智能50指数和上证科创板人工智能指数。 那么，这4个指数都有哪些不同点和相同点？这期我们就来聊一聊。 一、五大不同点 1、样本选取来源 创业板人工智能指数：样本股来自创业板市场，样本股数量共有50只。个股平均市值约为259亿元。 | 最大値 | 1,390.23 | | --- | --- | | 平均值 | 259.14 | | 中位数 | 159.54 | | 最小值 | 36.65 | | 合计 | 12.956.97 | 中证人工智能主题指数：样本空间同中证全指指数，选取50只业务涉及为人工智能提供基础资源、技术以及应用支持的上市公司证券作为指数样本。个股平 均市值约为571亿元。 | 75) | | | --- | --- | | 最大値 | 2.937.23 | | 平均值 | 571.33 | ...

4月30日，2024年A股上市公司年报正式收官。 Wind数据显示，截2025年4月30日午间，A股合计有5402家上市公司披露了2024年年报。在复杂的内外 部环境下，A股上市公司仍然展现出较强的发展韧性。已披露年报的上市公司合计实现营业收入62.33万 亿元，同比增长0.57%；实现归母净利润5.06万亿元，同比增长1.05%。 2024年归母净利润过百亿元的上市公司共有77家，10家公司盈利超千亿元，以银行、保险等金融股为 主，四大国有银行净利润均超2000亿元。 21世纪经济报道记者杨坪 深圳报道 剔除金融股后，实体企业发展面临较大经营压力，剩余A股上市公司2024年营业收入规模微降0.24%至 53.43万亿元，归母净利润下降6.49%至2.42万亿元。 不过，随着人工智能技术的快速发展，AI成为助推上市公司业绩增长的强力引擎，光模块、PCB（印制 电路板）等算力基础设施需求激增。同时，在"以旧换新"等政策的推动下，消费板块也出现边际回暖。 548家上市公司业绩增速超100% 梳理来看，技术创新与消费回暖是贯穿2024年的主线. 5402家上市公司中，4029家实现正向盈利，2561家归母净利润正向 ...

Investment Rating - The report maintains an "A" rating for the communication industry, indicating a positive outlook for investment opportunities in the sector [1]. Core Insights - The report highlights optimistic projections for AI computing power following Q1 earnings, with leading companies expected to benefit from ongoing investments in AI infrastructure and technology [1][3]. - It emphasizes the strong capital expenditure from cloud giants, with Google reporting a 28% year-on-year increase in cloud revenue and a 43% increase in capital expenditure for Q1, totaling $17.2 billion [3][11]. - Domestic computing power is anticipated to see stronger growth in the second half of the year, driven by increased capital expenditures and the introduction of new technologies [4][12]. - The report also notes a significant recovery in military information technology orders, with a focus on smart, low-cost, and collaborative combat solutions [4][13]. Summary by Sections 1. Weekly Viewpoints and Investment Recommendations - The report suggests focusing on companies in the optical communication sector, such as Zhongji Xuchuang and New Yisheng, which have shown substantial profit growth in Q1 [5][14]. - It also identifies key players in copper connections and domestic computing power, including Wolong Materials and Cambrian [5][14]. 2. Market Overview - The overall market performance for the week of April 21-27, 2025, showed mixed results, with the ChiNext Index up by 1.74% and the Shenzhen Component Index up by 1.38% [5][14]. - The top-performing sectors included wireless RF (+15.8%), optical modules (+12.7%), and industrial internet (+7.2%) [5][14]. 3. Company Performance - Notable stock performances included New Yisheng and Beishida, which saw increases of 22.22% and 16.16%, respectively [5][29]. - Conversely, companies like Invech and Kingsoft experienced declines, with drops of -8.93% and -7.23% [5][29]. 4. Overseas Developments - The report mentions Intel's Q1 earnings exceeding expectations, with revenue of $12.7 billion, although guidance for Q2 was below market expectations [35]. - It also discusses Samsung's ongoing challenges in attracting major clients for its advanced process technology, leading to delays in its Texas wafer fab [35]. 5. Industry News - The report notes that Quanta Computer has seen an increase in orders compared to last year, indicating a positive trend in demand for cloud services [42]. - TSMC's announcement of its new A14 process technology, expected to begin mass production in 2028, is highlighted as a significant advancement in semiconductor technology [42].

Investment Rating - The report maintains an "A" rating for the communication industry, indicating a positive outlook for investment opportunities in the sector [1]. Core Insights - The outlook for AI computing power remains optimistic post-Q1 earnings, with leading companies expected to benefit from the trend of "removing the false and retaining the true" [1]. - Strong capital expenditure from cloud giants is expected to drive growth in core sectors such as optical modules and copper connections, with significant year-on-year profit increases reported by key companies [3][11]. - Domestic computing power is anticipated to see stronger growth in the second half of the year, driven by increased capital expenditures and the introduction of new technologies [4][12]. - The military information technology sector is experiencing a notable recovery in orders, with a focus on smart, low-cost, and collaborative combat solutions [13]. Summary by Sections 1. Weekly Viewpoints and Investment Recommendations - The report highlights the robust capital expenditure from cloud giants, with Google reporting a 28% year-on-year revenue growth in its cloud division and a projected annual capital expenditure of $75 billion, up 43% [11]. - Domestic computing power is expected to benefit from increased capital expenditures in the AI infrastructure sector, with companies like Huawei leading the development of unified supernode technology standards [12]. 2. Market Overview - The overall market performance for the week (April 21-27, 2025) showed mixed results, with the ChiNext Index up 1.74% and the Shenzhen Component Index up 1.38% [14]. - The top-performing sectors included wireless RF (+15.8%), optical modules (+12.7%), and industrial internet (+7.2%) [14]. 3. Key Companies to Watch - Recommended companies in the optical communication sector include Zhongji Xuchuang, New Yisheng, and Shijia Photon [5]. - In the copper connection sector, companies like Wolong Nuclear Materials and Ding Tong Technology are highlighted [5]. - For domestic computing power, companies such as Cambrian and Haiguang Information are suggested for investment consideration [5]. 4. Overseas Developments - Intel reported a Q1 revenue of $12.7 billion, exceeding market expectations, although its guidance for Q2 was below expectations, leading to a stock price drop [35]. - Samsung's advanced process foundry has faced challenges in attracting major clients, resulting in delays in the construction of its 4nm wafer fab in Texas [35]. 5. Industry News - The report notes that Quanta Computer has seen an increase in orders compared to last year, indicating a positive trend in demand from major cloud service providers [42]. - TSMC is set to unveil its new A14 process technology, expected to enhance AI capabilities and improve energy efficiency in applications [42].

费率方面，创业板50ETF华夏管理费率为0.15%，托管费率为0.05%，费率在可比基金中最低。 值得注意的是，该基金跟踪的创业板50指数估值处于历史低位，最新市净率PB为4.33倍，低于指数近3年85.7%以上的时间，估值性价比突出。 截至2025年4月30日 09:50，创业板50指数(399673)上涨0.92%，成分股润和软件(300339)上涨4.55%，软通动力(301236)上涨3.48%，网宿科技(300017)上涨 2.93%，润泽科技(300442)上涨2.87%，昆仑万维(300418)上涨2.87%。创业板50ETF华夏(159367)上涨1.12%，最新价报0.9元。拉长时间看，截至2025年4月29 日，创业板50ETF华夏近1周累计上涨0.56%。 流动性方面，创业板50ETF华夏盘中换手0.13%，成交5.10万元。拉长时间看，截至4月29日，创业板50ETF华夏近1年日均成交723.93万元。 回撤方面，截至2025年4月29日，创业板50ETF华夏成立以来相对基准回撤1.34%。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | ...

创业板公司最新融资余额3351.93亿元，已连续四个交易日减少，其间累计减少24.29亿元。 证券时报·数据宝统计显示，截至4月29日，创业板两融余额合计3360.55亿元，较上一交易日减少3.35亿 元。其中，融资余额合计3351.93亿元，较上一交易日减少3.30亿元，为连续四个交易日减少，其间累计 减少24.29亿元。 创业板两融余额及变动 | 300548 | 博创科 | 1.99 | 0.93 | 300251 | 光线 | 23.68 | -0.88 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 技 | | | | 传媒 | | | | 301209 | 联合化 | 2.26 | 0.87 | 300290 | 荣科 | 7.83 | -0.76 | | | 学 | | | | 科技 | | | | 300660 | 江苏雷 | 5.74 | 0.72 | 300699 | 光威 | 8.58 | -0.62 | | | 利 | | | | 复材 | | | | 300432 | 富临精 | 6.47 | 0.65 | 300326 ...

● 本报记者 王婧涵 从通用大模型到智能体，人工智能技术的升级一直是市场关注焦点。从2024年年报看，人工智能产业链 公司业绩大幅增长，应用场景不断落地赋能千行百业，为上市公司提供新发展动能。 AI赋能千行百业 作为未来社会的发展基础，人工智能对传统行业及新兴行业均产生显著影响。不少上市公司通过人工智 能技术赋能生产经营，或是围绕人工智能应用场景开拓新的业务，打造企业第二增长曲线，实现了高质 量发展并提升公司业绩。 在视源股份"未来一节课"体验区，记者体验了人工智能辅助自动生成课件、教案；智能反馈课堂情况、 智能分析学生学情等丰富的教育教学产品。 2024年，视源股份总收入同比提升11.05%，公司围绕视觉、听觉、触觉及数据四大方向推进以人工智 能为核心的技术布局，落地人工智能+教育、人工智能+办公等应用场景，在智能控制部件和智能终端 及应用上实现业绩增长。 视源股份未来教育集团（希沃）副总裁魏振水表示，数智化赋能课堂教学是时代要求，对重构新型教学 关系有重要意义，公司希沃品牌将秉持数智化教育使命，扎根校园、深入校园，通过人工智能和数智化 技术为消除教育行业的数字鸿沟尽一份力。 不仅教育行业，消费、能源、交通 ...