每经AI快讯，9月24日，拓维信息(002261.SZ)公告称，公司股东宋鹰于2025年9月1日至9月23日期间， 通过集中竞价方式累计减持公司股份2,523,000股，持有公司股份比例从7.2003%下降至6.9992%。 ...

2025年8月9日，拓维信息（证券代码：002261）披露股东宋鹰减持计划，其持有公司股份90,706,405 股，占总股本7.2003%，计划于9月1日至11月28日减持不超12,597,537股（占比不超1%）。近日公司收 到告知函，9月1日至23日，宋鹰通过集中竞价累计减持2,523,000股，持股比例降至6.9992%，本次权益 变动触及1%整数倍，且符合相关规定，无违反法律法规情况。 ...

沪指9月24日上涨0.83%，申万所属行业中，今日上涨的有28个，涨幅居前的行业为电力设备、电子， 涨幅分别为2.88%、2.76%。计算机行业今日上涨2.52%。跌幅居前的行业为银行、煤炭、通信，跌幅分 别为0.36%、0.29%、0.01%。 300042 朗科科技 4.09 14.05 10162.92 计算机行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600410 | 华胜天成 | -1.34 | 14.06 | -22722.43 | | 002261 | 拓维信息 | 0.19 | 8.60 | -19174.65 | | 002065 | 东华软件 | -6.08 | 13.00 | -18046.22 | | 688111 | 金山办公 | 5.21 | 2.07 | -16355.18 | | 300085 | 银之杰 | 0.65 | 8.20 | -15456.27 | | 688343 | 云天励飞-U | -0.14 | 6.57 | -15079.2 ...

Group 1 - Alibaba's Wu Yongming announced the active promotion of a 380 billion yuan AI infrastructure construction plan, with intentions to increase investment further, leading to a more than 6.5% rise in Alibaba's stock during trading [1] - As of September 24, 2025, the CSI Hong Kong-Shanghai-Shenzhen Online Consumption Theme Index (931481) rose by 2.27%, with significant gains in constituent stocks such as Oriental Pearl (10.03%), Alibaba-W (6.52%), and others [1] - The Online Consumption ETF (159793) increased by 2.13%, reflecting a cumulative rise of 3.50% over the past two weeks, indicating strong performance in the online consumption sector [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the CSI Hong Kong-Shanghai-Shenzhen Online Consumption Theme Index accounted for 51.84% of the index, including Tencent Holdings, Alibaba-W, Kuaishou-W, Meituan-W, and JD Health [2]

9月23日，A股全天宽幅震荡，创业板指盘中跌超2%后尾盘强势翻红。 截至收盘，上证指数跌0.18%，深证成指跌0.29%，创业板指涨0.21%，A股全天成交2.52万亿元，上日成交2.14万亿 元。 | | | 各板块最近五个交易日主力资金净流入数据 (亿元) | | | --- | --- | --- | --- | | 日期 | 沪深300 | 创业板 | 科创板 | | 2025-9-23 | -195.08 | -249.03 | -6.85 | | 2025-9-22 | -26.00 | -99.42 | -20.83 | | 2025-9-19 | -63.64 | -189.81 | -22.65 | | 2025-9-18 | -215.14 | -396.70 | -35.40 | | 2025-9-17 | -97.05 | -45.70 | -15.56 | | | | 尾盘资金净流入数据(亿元) | | | 2025-9-23 | 9.67 | 38.29 | -0.51 | | 2025-9-22 | 7.18 | 25.48 | 2.27 | | 2025-9-19 | -15. ...

9月23日，A股全天宽幅震荡，创业板指盘中跌超2%后尾盘强势翻红。 截至收盘，上证指数跌0.18%，深证成指跌0.29%，创业板指涨0.21%，A股全天成交2.52万亿元，上日成交2.14万亿 元。 1.两市主力资金净流出超760亿元 3.银行等行业实现净流入 | | | 资金净流入居前或净流出较少的行业 | | | --- | --- | --- | --- | | 行业 | 涨跌幅 | 净流入资金(亿元) | 资金流入较多个股 | | 银行 | 1.28% | 61.08 | 招商银行 | | 煤炭 | 0.38% | 11.75 | 潞安环能 | | 美容护理 | -1.65% | -3.88 | 洁雅股份 | | 综合 | -1.90% | -7.14 | 东阳光 | | 石油石化 | -1.41% | -7.68 | 石化油服 | | | | 资金净流出居前的行业 | | | --- | --- | --- | --- | | 行业 | 涨跌幅 | 净流入资金(亿元) | 资金流出较多个股 | | 电子 | -0.63% | -289.65 | 立讯精密 | | 计算机 | -2.47% | -17 ...

Group 1 - Huawei Pangu concept declined by 3.69%, ranking among the top declines in the concept sector as of September 23 [1] - ST Chuangyi experienced a 20% limit down, while other companies like Tuo Wei Information, Sunshine Nuohe, and Huakai Yibai also saw significant declines [1] - The concept sector saw a net outflow of 1.889 billion yuan, with 22 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 50 million yuan [2] Group 2 - The stock with the highest net outflow was Tuo Wei Information, with a net outflow of 694 million yuan, followed by Changshan Beiming and Ruantong Power with outflows of 265 million yuan and 205 million yuan respectively [2] - The top net inflow stocks included Xinkai Pu, Fanwei Network, and Jihong Co., with net inflows of 26.29 million yuan, 9.72 million yuan, and 7.12 million yuan respectively [2] - The trading volume for Tuo Wei Information was 12.61%, with a decline of 6.68%, indicating significant trading activity despite the drop [3]

Market Overview - The Shanghai Composite Index fell by 0.18% on September 23, with five industries rising, led by banking and coal, which increased by 1.52% and 1.11% respectively. The sectors with the largest declines were social services and retail, down by 3.11% and 2.90% respectively [1] Capital Flow Analysis - The main capital flow showed a net outflow of 99.685 billion yuan across the two markets, with only three industries experiencing net inflows. The banking sector saw a net inflow of 1.4 billion yuan, while the construction and decoration industry had a net inflow of 169 million yuan, and the coal industry saw a net inflow of 399,410 yuan [1] - The electronic industry had the largest net outflow, totaling 20.043 billion yuan, followed by the computer industry with a net outflow of 16.660 billion yuan. Other sectors with significant outflows included pharmaceuticals, machinery, and non-bank financials [1] Computer Industry Performance - The computer industry experienced a decline of 2.39%, with a total net outflow of 16.660 billion yuan. Out of 335 stocks in this sector, 28 rose, with 2 hitting the daily limit, while 303 fell, including 2 hitting the lower limit [2] - Among the stocks with net inflows, the top performer was Capital Online, which saw a net inflow of 163 million yuan, followed by Desay SV and BGI Genomics with net inflows of 154 million yuan and 114 million yuan respectively [2] - The stocks with the largest net outflows included Zhongke Shuguang, with a net outflow of 1.950 billion yuan, followed by Zhina Zhen and Tuo Wei Information with outflows of 751 million yuan and 694 million yuan respectively [2][3] Capital Inflow and Outflow Rankings - The top stocks in terms of capital inflow included: - Capital Online: +3.90%, 25.65% turnover, 163.04 million yuan inflow - Desay SV: +4.20%, 2.98% turnover, 154.35 million yuan inflow - BGI Genomics: +3.42%, 2.80% turnover, 114.23 million yuan inflow [2] - The stocks with the largest capital outflows included: - Zhongke Shuguang: -2.37%, 7.99% turnover, -1.94973 billion yuan outflow - Zhina Zhen: -3.44%, 7.40% turnover, -751.03 million yuan outflow - Tuo Wei Information: -6.68%, 12.61% turnover, -693.92 million yuan outflow [3]

Group 1 - Nvidia and OpenAI announced a partnership involving a significant investment of up to $100 billion (approximately 711.5 billion RMB) for building a large data center, marking Nvidia's largest investment commitment to date [1] - The AI ETF (515980) closely tracks the CSI Artificial Intelligence Industry Index (931071), which has seen a cumulative increase of 28.43% over the past month, outperforming similar indices [2] - The current market sentiment is characterized as an "industrial bull," with a focus on maintaining a slow bull market, indicating a favorable environment for investments in the AI sector [2] Group 2 - The AI ETF (515980) has a turnover rate of 7.52% during trading, with a transaction volume of 518 million RMB, reflecting active market participation [1] - The AI industry is experiencing significant changes in the supply chain, particularly in domestic production of ASIC chips and servers, indicating a positive trend in the sector [2] - The AI ETF offers a comprehensive coverage of AI computing and application sectors, focusing on high-purity AI stocks, which helps investors capitalize on the current technology bull market driven by AI [3]

Group 1 - The China Securities Software Service Index has decreased by 3.19% as of September 23, 2025, with major declines from stocks such as Tuowei Information and Youfu Network [1] - The Software ETF (159852) has experienced a turnover rate of 4.19% and a transaction volume of 184 million yuan during the trading session [4] - Over the past three months, the Software ETF has seen a scale increase of 1.578 billion yuan, ranking first among comparable funds [4] Group 2 - Donghua Software has reached a strategic cooperation intention with Suzhou Industrial Park to establish an artificial intelligence research institute, investing 300 million yuan to enhance AI technology applications across various industries [5] - The AI application ecosystem is becoming increasingly complete, with rapid penetration of large model technology in vertical fields such as finance and healthcare, exceeding market expectations [5] - Investors can also consider the Software ETF linked fund (012620) to capitalize on AI software investment opportunities [5]