Core Viewpoint - Tianzhun Technology experienced a net sell-off in margin trading, indicating potential investor caution or profit-taking behavior [1] Group 1: Financing Data - On August 22, Tianzhun Technology had a financing buy-in amount of 0.79 billion yuan, ranking 412th in the two markets [1] - The financing repayment amount on the same day was 1.47 billion yuan, resulting in a net sell-off of 68.28 million yuan [1] - Over the last three trading days (August 20-22), the financing buy-in amounts were 0.96 billion yuan, 1.07 billion yuan, and 0.79 billion yuan respectively [1] Group 2: Securities Lending Data - On August 22, the company had a securities lending sell-out of 140 shares, with a net sell-out of 20 shares [1]

4月以来明显滞涨的科创板或迎补涨行情！今日（8月22日）国产AI产业链全线井喷，寒武纪20CM涨停股价再创新高，总市值站上5200亿元，云天励飞亦实 现20CM封板，天准科技涨超11%，金山办公涨近10%，澜起科技、芯原股份等个股大幅跟涨。 热门ETF方面，重点布局国产AI产业链的科创人工智能ETF（589520）全天强势上攻，场内涨幅最高上探8.44%，收涨8.26%，继续刷新上市高点！全天成 交额6744.31万元，环比放量19%。 ETF放量突破上市高点，或为资金买点信号！科创人工智能ETF（589520）尾盘宽幅溢价，收盘溢价率高达0.71%，显示买盘资金更为强势！伴随成交放 量，或有资金进场布局！ 图片来源：Wind 科创板人工智能方向，今日为何狂飙？或是由于二大重磅事件集中来袭：①国产AI大模型DeepSeek-V3.1采用UE8M0 FP8技术，为国产芯片发展注入新的动 力；②据报道，英伟达指示供应商暂停H20芯片生产，国产化替代预期升温。 申港证券认为，随着算力基础设施的持续投入，国产算力在模型侧和算力芯片方面或将持续突破，有望维持较好景气度，展望中期，国产算力有望获得领先 于海外算力的增长弹 ...

证券之星消息，8月22日自动化设备板块较上一交易日上涨2.27%，天准科技领涨。当日上证指数报收于 3825.76，上涨1.45%。深证成指报收于12166.06，上涨2.07%。自动化设备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) | | | --- | --- | --- | --- | --- | --- | --- | | 688003 | 天准科技 | 62.83 | 11.44% | 15.06万 | | 9.02亿 | | 000988 | 华工科技 | 58.63 | 7.48% | 91.45万 | | 52.99 Z | | 688698 | 伟创电气 | 55.80 | 6.86% | 10.88万 | | 5.96亿 | | 300757 | 罗博特科 | 225.30 | 5.68% | 10.40万 | | 23.20亿 | | 301021 | 英诺激光 | 35.96 | 4.08% | 8.24万 | | 2.94亿 | | 002979 | 雷赛智能 | 48.00 | 4.08% | 16.65万 | | 7.93 ...

沪指上一次见到"3800"还是在2015年8月19日，距今已十年整。 A股连续第8个交易日成交额突破2万亿元，超越2024年11月行情，刷新连续2万亿成交额最长纪录。 半导体股涨势凌厉，截至收盘，成都华微、寒武纪、盛美上海20CM涨停，京仪装备、中芯国际涨超14%，杰华特涨近14%，芯源微、天准科技涨 超11%。 恒指午后涨势扩大收涨0.93%，恒生科技指数涨2.71%。半导体产业链大爆发，中兴通讯大涨15%创历史新高，华虹半导体涨超17%，中芯国际涨 近10%逼近历史高点。 A股寒武纪涨不停歇，股价日内连续攻克1100、1200元两道整数关口，总市值突破5200亿元。 ETF方面，聚焦芯片、半导体的 ETF飙涨。科创50ETF富国、科创芯片设计ETF、科创芯片ETF指数涨超15%；科创芯片ETF南方、科创芯片ETF 国泰、科创芯片ETF博时、科创芯片ETF基金、科创芯片ETF、科创芯片50ETF、科创信息技术ETF摩根、科创50指数ETF、科创芯片ETF富国、科 创成长ETF、科创信息技术ETF、科创成长50ETF、科创50ETF东财、芯片ETF龙头、芯片ETF、芯片50ETF、芯片龙头ETF涨超10%。 ...

证券代码：688003 证券简称：天准科技 公告编号：2025-048 苏州天准科技股份有限公司 关于参加 2025 半年度科创板机器人行业集体业绩说 明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 苏州天准科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 12 日发 布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半 年度经营成果、财务状况，公司计划于 2025 年 09 月 01 日（星期一）15:00-17:00 参加上海证券交易所举办的 2025 年半年度科创板机器人行业集体业绩说明会， 就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度的经营 成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范 围内就投资者普遍关注的问题进行回答。 会议召开时间：2025 年 ...

Group 1 - The Robot ETF (562500) has risen by 2.34% as of 14:30, indicating a new upward trend and providing an opportunity for investors to increase their allocation [1] - Key component stocks include Yuntian Lifei, which remains at a 20% limit up, Tianzhun Technology surging by 9.97%, and Weichuang Electric increasing by 6.49%, with several others like Aobi Zhongguang and Huachen Equipment also showing gains of over 4% [1] - The trading volume was robust, with a turnover rate of 9.18% and a transaction amount reaching 1.565 billion yuan, reflecting a vibrant market activity [1] Group 2 - Greebo, a leading company in the Chinese landscaping machinery sector, has signed a cooperation agreement with Zhejiang Zhiding Robot Co., Ltd. to jointly enter the global commercial cleaning robot market [1] - This collaboration focuses on embodied intelligence, leveraging Greebo's manufacturing and channel advantages alongside Zhejiang Zhiding's AI technology to develop cleaning robot products for commercial applications [1] - Stone Technology's president, Qian Gang, stated that by 2030, humanoid robots will become common in many households, with prices potentially dropping to a few hundred dollars, making them accessible to the mass market [1] Group 3 - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 10 billion yuan, covering various segments such as humanoid robots, industrial robots, and service robots, allowing investors to easily invest in the entire robot industry chain [2]

Group 1 - The semiconductor sector is leading the market, with stocks like Yuntian Lifei hitting a 20% limit up and Cambricon rising over 19% [1] - The AI index on the STAR Market has increased by over 7%, driven by strong performance from constituent stocks [1] - The domestic AI computing power logic is being reinforced, with expectations for marginal improvements in AI chip production capacity by 2025-2026 [1] Group 2 - CITIC Securities suggests that the AI innovation theme will continue to drive growth in the industry, recommending a focus on the "AI main line" and opportunities in AI applications and computing power sectors [1] - The top ten constituent stocks in the STAR Market AI index include eight AI chip design companies, accounting for approximately 46% of the index's weight [1] - The index's distribution shows that upstream basic chips and downstream software and hardware applications account for 44% and 48% respectively [1]

Core Viewpoint - The domestic AI industry chain, particularly the Sci-Tech Innovation Board's AI ETF (589520), is expected to experience a rebound after a period of stagnation since April, driven by significant developments in the AI sector and supportive government policies [1][2]. Group 1: Market Dynamics - The AI sector has seen a recovery after a 3-5 month adjustment period, with conditions now favorable for renewed investment interest due to low market congestion and ongoing capital expenditure trends [2]. - The Sci-Tech Innovation Board has been underperforming since April, but there are indications of a potential rebound, especially with the establishment of a growth layer focused on AI and other cutting-edge technologies [2]. - The launch of the DeepSeek V3.1 model, which supports domestic chips, is expected to accelerate the development of the domestic computing power ecosystem [1]. Group 2: Investment Logic - Four key investment themes are identified: 1. Market mainline logic, emphasizing the importance of capital expenditure in sustaining the AI growth cycle [2]. 2. The rebound potential of the Sci-Tech Innovation Board, which has been lagging behind [2]. 3. The domestic substitution logic, driven by concerns over security vulnerabilities in NVIDIA chips, leading to increased interest in domestic alternatives like Huawei Ascend and Cambricon [2]. 4. The growth of edge AI, which is anticipated to replicate the smartphone boom of the 2010s, potentially increasing industry valuations by 30-50% [2]. Group 3: ETF Characteristics - The Sci-Tech Innovation AI ETF (589520) has a high elasticity feature, with a 20% limit on price fluctuations, and over 67% of its top ten holdings concentrated in semiconductor stocks [3]. - The ETF is designed to balance investments across application software, terminal applications, terminal chips, and cloud chips, positioning it to benefit from the rapid AI integration in these sectors [3].

今日（8月22日），科创板或迎补涨行情，重点布局国产AI产业链的科创人工智能ETF（589520）场内 价格盘中飙涨超5.2%，现涨4.59%，继续刷新上市高点！成份股方面，云天励飞20CM涨停，寒武纪涨 超15%市值站上5000亿元，天准科技、芯原股份、金山办公等个股大幅跟涨！ 值得关注的是，昨日（8月21日）ETF盘中放量突破上市高点，被视为资金买点信号，资金逢跌进场抢 筹！上交所数据显示，科创人工智能ETF（589520）单日吸金3634万元，拉长时间来看，近60日累计吸 金9878万元！ 消息面上，DeepSeek8月21日宣布，正式发布DeepSeek-V3.1。DeepSeek表示，DeepSeek-V3.1 使用了 UE8M0 FP8 Scale的参数精度，UE8M0 FP8是针对即将发布的下一代国产芯片设计，表明未来基于 DeepSeek模型的训练与推理有望更多应用国产AI芯片，助力国产算力生态加速建设。 浙商证券表示，从需求端来看，除AI云服务器行业成长本身带来的AI芯片需求成长外，国内云厂商对 AI芯片国产化率的诉求也在提升，为本土AI芯片需求带来了共振。 中信建投认为，当前AI大模型的用 ...

Group 1: ETF Performance and Liquidity - The AI ETF has a turnover rate of 7.47% during trading, with a transaction volume of 282 million yuan [3] - As of August 21, the AI ETF's latest scale reached 3.663 billion yuan, marking a new high since its inception [3] - The AI ETF has seen continuous net inflows over the past three days, with a maximum single-day net inflow of 89.3279 million yuan, totaling 208 million yuan [3] Group 2: Index and Market Comparison - The CSI Artificial Intelligence Industry Index has increased by 50.08% year-to-date, outperforming other indices such as the CS AI Theme Index (41.08%), Sci-Tech AI (45.17%), and Financial Technology Index (38.16%) [4] - The AI ETF closely tracks the CSI Artificial Intelligence Industry Index, which selects 50 stocks with high AI revenue and growth potential, ensuring a balanced and forward-looking investment approach [3][4] Group 3: Technological Developments - The release of DeepSeek-V3.1 on August 21 has significantly improved mixed reasoning and agent capabilities, enhancing efficiency and performance in tool usage and task execution [4] - Domestic supply chains are strengthening, with advancements in AI hardware lowering entry barriers, facilitating broader deployment of large-scale models [4] Group 4: Sector Allocation and Investment Strategy - The index includes sectors with verified demand such as AIGC applications and optical modules, each holding a weight of 20%-25%, along with emerging AI applications like autonomous driving and robotics, which hold 5%-10% [7] - Investors can also consider the HuaFu AI ETF linked funds to capitalize on the technology-driven investment opportunities presented by the AI sector [7]