证券日报网讯 1月14日，指南针（300803）在互动平台回答投资者提问时表示，公司2025年度数据请参 阅公司将于2026年1月31日披露的2025年年报。 ...

沪指1月14日下跌0.31%，申万所属行业中，今日上涨的有17个，涨幅居前的行业为计算机、综合，涨 幅分别为3.42%、2.90%。计算机行业位居今日涨幅榜首位。跌幅居前的行业为银行、房地产，跌幅分 别为1.88%、1.18%。 资金面上看，两市主力资金全天净流出713.78亿元，主力资金净流入的行业仅有3个，计算机行业净流 入资金88.73亿元；通信行业净流入资金28.24亿元；综合行业净流入资金6928.13万元。 主力资金净流出的行业有28个，电力设备行业主力资金净流出规模居首，全天净流出资金144.33亿元， 其次是电子行业，净流出资金为97.08亿元，净流出资金较多的还有有色金属、国防军工、机械设备等 行业。 计算机行业今日上涨3.42%，全天主力资金净流入88.73亿元，该行业所属的个股共336只，今日上涨的 有291只，涨停的有18只；下跌的有44只。以资金流向数据进行统计，该行业资金净流入的个股有168 只，其中，净流入资金超亿元的有43只，净流入资金居首的是华胜天成，今日净流入资金16.88亿元， 紧随其后的是岩山科技、恒生电子，净流入资金分别为9.82亿元、9.34亿元。计算机行业资金净流 ...

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、同花顺、指南 针、恒生电子、润和软件、东华软件、新大陆、广电运通、银之杰、四方精创，前十大权重股合计占比51.09%。（以上所列股票仅为指数成份股，无特定 推荐之意） 1月14日，三大指数集体走强，AI应用概念再度走强，截至 10:05，金融科技ETF华夏(516100)上涨5.19%，其持仓股成分股拉卡拉20CM涨停，星环科技上涨 11.30%，新致软件上涨10.83%，税友股份、同花顺等个股跟涨，证券ETF华夏（515010）涨1.19%。 截至1月13日，金融科技ETF华夏近1年净值上涨46.05%，从收益能力看，截至2026年1月13日，金融科技ETF华夏自成立以来，最高单月回报为55.18%，最 长连涨月数为4个月，最长连涨涨幅为47.15%，上涨月份平均收益率为9.96%，年盈利百分比为75.00%。 长城证券分析指出，市场量能持续放大站上3 万亿，两融规模创新高，我们看好券商、金融IT 板块开年布局机会，短期看业绩预告和政策端有望带来催化。 | 股票代码 | ...

【互联金融板块持续走高 拉卡拉20cm涨停】智通财经1月14日电，互联金融板块盘中持续走高，拉卡 拉、君正集团涨停，同花顺涨超10%创历史新高，四方精创、汇金股份、大智慧、财富趋势、指南针均 涨超5%。 转自：智通财经 ...

Market Overview - The Shanghai Composite Index rose by 1.09% on January 12, with 28 out of the 31 sectors experiencing gains, led by the Media and Computer sectors, which increased by 7.80% and 7.26% respectively [1] - The sectors that saw declines included Oil & Petrochemicals, Coal, and Real Estate, with decreases of 1.00%, 0.47%, and 0.29% respectively [1] Capital Flow Analysis - The net outflow of capital from the two markets was 27.468 billion yuan, with 11 sectors experiencing net inflows [1] - The Computer sector had the highest net inflow of capital, amounting to 15.774 billion yuan, while the Media sector followed with a net inflow of 5.391 billion yuan [1] Computer Sector Performance - The Computer sector saw a significant increase of 7.26%, with 321 out of 336 stocks in the sector rising, including 31 stocks hitting the daily limit [2] - The top stocks in terms of net capital inflow included Yanshan Technology with 1.485 billion yuan, China Great Wall with 978 million yuan, and Hand Information with 828 million yuan [2] Capital Inflow and Outflow Rankings - The top stocks by capital inflow in the Computer sector included: - Yanshan Technology: +10.05%, turnover rate 16.63%, capital flow 1.484 billion yuan - China Great Wall: +9.99%, turnover rate 3.88%, capital flow 978 million yuan - Hand Information: +20.01%, turnover rate 27.66%, capital flow 828 million yuan [2] - The top stocks by capital outflow included: - Huasheng Tiancai: -4.10%, turnover rate 34.38%, capital flow -1.186 billion yuan - Dawi Technology: -6.50%, turnover rate 35.33%, capital flow -442 million yuan - Aerospace Information: -6.22%, turnover rate 10.60%, capital flow -204 million yuan [4]

Group 1 - The Shenzhen Component Index rose by 0.55%, while the ChiNext Index fell by 0.12%. The CSI Software Services Index increased by 5.65% [1] - Notable individual stock performances included Shenxinfu rising over 7%, with Kingsoft Office, iFlytek, and others increasing by over 6% [1] - The Software ETF (159852) gained 5.39%, with a trading volume of 799 million yuan and a turnover rate of 11.18%. The fund has seen a 42.70% increase over the past six months and a 59.80% increase over the past year [1] Group 2 - The demand for the Qianwen App's learning capabilities surged over 100% week-on-week, with a 300% increase in the need for past exam papers within five days [1] - On January 12, Weimeng Group launched the Weimeng Star Initiation GEO solution, utilizing self-developed generative engine optimization technology to enhance brand exposure and performance in the AI search era [1] - The Software ETF tracks the CSI Software Services Index, with the top ten weighted stocks including iFlytek, Kingsoft Office, and others, accounting for over 48.00% of the total weight [1][2]

Group 1: AI and Marketing Trends - The shift from traditional SEO to GEO (Generative Engine Optimization) is highlighted as a long-term growth opportunity in the context of AI search becoming the main entry point for information retrieval [2][3] - Traditional SEO is facing systematic decline as search algorithms transition from keyword matching to generative reasoning, leading to a change in traffic distribution from "click-driven" to "citation-driven" [2][3] - Leading marketing companies are advancing their GEO strategies at the technical, product, and organizational levels, validating the feasibility of this new approach [2][3] Group 2: Market Performance and Developments - The software 50ETF index shows positive performance with significant gains from companies like Zhongke Xingtou (up over 11%), Aerospace Information (up over 5%), and Tonghuashun (up over 3%) [4] - The establishment of a new company, Hanxiang Xingyu Technology, is noted, which focuses on smart UAV manufacturing and AI public data platforms, indicating growth in the AI and aerospace sectors [4] Group 3: AI in Manufacturing - The "AI + Manufacturing" policy aims to address bottlenecks in industrial software and promote the integration of AI into core manufacturing processes [5][6] - The market for AI applications in Chinese manufacturing is projected to grow significantly, with an expected market size of 141 billion yuan by 2025, up from 56 billion yuan in 2023 [6] - The revenue from industrial software products in China is expected to exceed 500 billion yuan by 2029, driven by the implementation of supportive national policies [6]

两融数据显示，该股最新融资余额为50.67亿元，近5日增加1.89亿元，增幅为3.88%。（数据宝） 1月8日指南针大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 19.80 | 2494.80 | 126.00 | -9.03 | 平安证券股份有限公司上 | 平安证券股份有限公司 | | | | | | 海临港新片区分公司 | 北京望京证券营业部 | （文章来源：证券时报网） 指南针1月8日大宗交易平台出现一笔成交，成交量19.80万股，成交金额2494.80万元，大宗交易成交价 为126.00元，相对今日收盘价折价9.03%。该笔交易的买方营业部为平安证券股份有限公司上海临港新 片区分公司，卖方营业部为平安证券股份有限公司北京望京证券营业部。 进一步统计，近3个月内该股累计发生7笔大宗交易，合计成交金额为1.19亿元。 证券时报·数据宝统计显示，指南针今日收盘价为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 ...

| 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300033 | 同花顺 | -3.18% | 10.63% | | 300059 | 东方财富 | -1.67% | 9.94% | | 300803 | 指南针 | -3.15% | 7.97% | | 600570 | 恒生电子 | -0.42% | 6.94% | | 300339 | 润和软件 | 1.50% | 6.41% | | 002065 | 东华软件 | 0.42% | 3.21% | | 300085 | 银之杰 | -1.81% | 2.94% | | 000997 | 新大陆 | -0.44% | 2.84% | | 002152 | 广电运通 | -0.52% | 2.29% | | e01519 | 大智慧 | -3.31% | 2.15% | 2026年1月8日，三大指数集体走低，大金融板块延续调整，截至9:42，金融科技ETF华夏(516100)下跌1.39%，其持仓股跌多涨少，仅润和软件、博睿数据、 普元信息等股小幅飘红；星环科技、税友股份、大智慧等股纷纷回撤。 资 ...