写在文章前的声明：在本文之前的说明：本文中所列的投资信息，只是一个对基金资产净值进行排行的客观描述，并无主观倾向性，也不是投资建议，纯属 娱乐性质。 一顿操作猛如虎，基金净值已更新，谁是基金中的王者，谁又垫底，请看数据： | 基金简称 PK | | | 最新净体制号学风雨圆人 | | | --- | --- | --- | --- | --- | | 1 | 华富成长趋 ... C | 1.9890 | 9.15% | | | | 020383 | 2026-2-9 | | | | 2 | 华富成长趋 ... A | 2.0245 | 9.15% | 8 | | | 410003 | 2026-2-9 | | | | 3 | 浦银安盛数 ... A | 1.5042 | 8.73% | | | | 025421 | 2026-2-9 | | | | 4 | 浦银安盛数 ... C | 1.5024 | 8.73% | 8 | | | 025422 | 2026-2-9 | | | | 5 | 长城久祥混合A | 1.8651 | 8.58% | 8 | | | 001613 | 2026-2-9 | | | ...

Core Viewpoint - The company has achieved mass production in certain target customers in Europe, serving several leading global automotive Tier 1 clients [1] Group 1 - The company has established a sales network in Germany to serve local customers [1]

Group 1 - The company, 纳芯微 (688052.SH), has reported that it has achieved mass production with several global Tier 1 automotive customers in Europe [1] - The company has established a sales network in Germany to serve local customers [1]

2月9日，港股恒生指数、恒生科技指数午后双双走高，截至发稿，均涨近2%。 | 名称 | 现价 | 涨跌幅, | 涨跌 | | --- | --- | --- | --- | | 智谱 | 278.600 | 37.11% | 75.400 | | 迅策 | 59.800 | 13.04% | 6.900 | | MINIMAX-WP | 518.000 | 12.36% | 57.000 | | 阅文集团 | 38.080 | 10.63% | 3.660 | | 金山云 | 7.120 | 9.71% | 0.630 | | 汇量科技 | 14.190 | 8.49% | 1.110 | | 讯飞医疗科技 | 86.550 | 8.19% | 6.550 | | 阜博集团 | 4.600 | 7.98% | 0.340 | | 迈富时 | 40.860 | 8.27% | 3.120 | | 明略科技-W | 242.800 | 7.62% | 17.200 | 编辑｜钉钉 半导体、芯片股领涨，兆易创新涨超11%，上海复旦涨超10%，华虹半导体、中芯国际涨近5%。 | 兆易创新 | 313.000 | 11 ...

【导读】创业板指半日大涨3%；算力产业链大爆发，太空光伏概念股持续活跃，传媒板块大面积涨停 中国基金报记者 晨曦 2月9日上午，亚太市场普遍活跃：日韩股市双双大涨，恒生指数、澳洲标普200指数亦有一定涨幅。 | 亚太市场 区 | | | | --- | --- | --- | | 日经225 | 韩国综合 | 新加坡海峡 | | 56663.85 | 5304.72 | 4972.92 | | +2410.17 +4.44% +215.58 +4.24% +38.51 +0.78% | | | | 澳洲标普200 | 印度 | MSCI台湾 | | 8878.80 | 0.00 | 1299.99 | | +67.90 | | | | 上证 | 深证成指 | | | 4113.28 14194.23 26989.26 | | | | +47.70 +1.17% +287.50 +2.07% +429.31 +1.62% | | | A股市场上午高开高走，截至午间收盘，上证指数涨1.17%，深证成指涨2.07%；创业板指猛涨100.57点，涨幅为3.11%。 | | | | | D | | | | --- | ...

恒生指数涨1.57%，恒生科技指数涨1.44%。科网股集体反弹，小鹏汽车、哔哩哔哩、华虹半导体涨逾 4%，百度集团涨逾3%，中芯国际、阿里巴巴、京东集团、商汤等涨超2%。半导体板块拉升，澜起科技 上市首日高开57%，兆易创新、纳芯微涨超4%。 2月9日，亚太主要股指集体高开，截至9:58，上证指数涨0.98%，创业板指涨1.78%。光伏、算力硬件、 半导体、AI应用、商业航天、核聚变、黄金等概念股纷纷走强；油气、银行、中药板块走弱。 （文章来源：21世纪经济报道） 其中AI应用端大幅高开，传媒、短剧方向领涨，荣信文化、中文在线、海看股份、掌阅科技、风语 筑、欢瑞世纪涨停，流金科技、捷成股份、华策影视等涨幅靠前。 ...

记者丨张嘉钰 编辑丨黎雨桐 2月9日，亚太主要股指集体高开 ，截至 9:58 ，上证指 数涨0.98%，创业板指涨1.78%。光伏、算力硬件、半导体、AI应用、商业航天、核聚 变、黄金等概念股纷纷走强；油气、银 行、中药板块走弱。 | 内地股票 | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 科创综指 | | 4105.39 | 14108.47 | 1783.75 | | +39.81 +0.98% +201.73 +1.45% +30.15 +1.72% | | | | 万得全A | 创业板指 | 北证50 | | 6769.47 | 3293.92 | 1546.25 | | +87.00 +1.30% +57.46 +1.78% +25.36 +1.67% | | | | 沪深300 | 中证500 | 中证A500 | | 4695.50 | 8259.02 | 5865.95 | | +51.90 +1.12% +112.61 +1.38% +73.94 +1.28% | | | | 中证1000 | 深证100 | ...

Market Overview - The Hang Seng Index opened up by 1.59%, reaching 26,982.49, with an increase of 422.54 points [2][6] - The Hang Seng Tech Index rose by 1.9%, closing at 5,447.63 [2][6] - The Hang Seng Biotech Index also increased by 1.9%, reaching 15,508.47 [2][6] - The Hang Seng China Enterprises Index rose by 1.54%, closing at 9,170.57 [2][6] - The Hang Seng Composite Index increased by 1.63%, reaching 4,126.92 [2][6] Sector Performance Technology Sector - Tech stocks experienced a collective rebound, with notable gains from: - Hua Hong Semiconductor up over 4% [2][6] - Baidu Group, Xpeng Motors, and Bilibili each rising over 3% [2][6] - SMIC, Alibaba, JD Group, and SenseTime all increasing by over 2% [2][6] Semiconductor Sector - The semiconductor sector saw a rebound, highlighted by: - Lattice Semiconductor's first-day opening surge of 57% [3][8] - Other companies like Zhaoyi Innovation and Naxin Micro rising over 4% [3][8] Precious Metals Sector - The precious metals sector showed signs of recovery, with: - China Silver Group, CGN Mining, Zijin Mining International, and WanGuo Gold Group all increasing by over 4% [4][9] - Other companies like Lijun Resources and Jiajin International Resources also reported gains [9] Notable Stock Movements - Key stock movements included: - Hua Hong Semiconductor at 103.80, up 4.58% [3][7] - Tencent Music at 65.35, up 3.81% [3][7] - Baidu Group at 142.60, up 3.48% [3][7] - Lattice Semiconductor at 168.00, up 57.17% [4][8] - China Silver Group at 0.640, up 4.92% [9]

Core Viewpoint - Naxin Micro (688052.SH) forecasts significant revenue growth for 2025, with expected revenues between CNY 3.3 billion and CNY 3.4 billion, representing a year-on-year increase of 68.34% to 73.45% [1] Group 1: Financial Performance Forecast - For 2025, Naxin Micro anticipates a net loss attributable to shareholders of CNY -250 million to CNY -200 million, narrowing the loss by CNY 152.88 million to CNY 202.88 million compared to the previous year [1] - The company expects a net loss of CNY -290 million to CNY -240 million after excluding non-recurring gains and losses, which is a reduction of CNY 166.78 million to CNY 216.78 million from the prior year [1] Group 2: Recent Financial Results - In 2024, Naxin Micro reported revenues of CNY 1.96 billion, a year-on-year increase of 49.53% [1] - The net loss attributable to shareholders for 2024 was CNY -403 million, compared to CNY -305 million in the previous year [1] - The net loss after excluding non-recurring gains and losses for 2024 was CNY -457 million, up from CNY -393 million year-on-year [1] - The net cash flow from operating activities for 2024 was CNY 95.05 million, improving from a negative CNY 139 million in the previous year [1] Group 3: IPO and Capital Raising - Naxin Micro was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on April 22, 2022, with an initial public offering of 25.266 million shares at a price of CNY 230.00 per share [2] - The total funds raised from the IPO amounted to CNY 5.811 billion, exceeding the initial target of CNY 750 million by CNY 4.831 billion [2] - The total issuance costs for the IPO were CNY 230 million, including underwriting fees of CNY 203 million [2] Group 4: Dividend Distribution - On May 24, 2023, Naxin Micro announced a profit distribution plan, distributing a cash dividend of CNY 0.8 per share and a capital reserve conversion of 0.4 shares for every share held, resulting in a total cash distribution of CNY 80.85 million and a share increase of 40.43 million shares [2] Group 5: Upcoming Listing - Naxin Micro plans to list on the Hong Kong Stock Exchange on December 8, 2025, with a total of 19,068,400 H-shares being offered [3] - The final offer price for the H-shares is set at HKD 116.00, with total proceeds amounting to HKD 2,211.9 million, netting HKD 2,096.4 million after estimated listing expenses [3]

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry, indicating an expectation of returns stronger than the market benchmark by over 5% [5]. Core Insights - Strong demand for computing power driven by AI applications is expected to continue, with significant investments from major cloud providers [8]. - The hardware supply-demand imbalance is spreading across various sectors, leading to price increases [8]. - New technologies such as CPO (Co-Packaged Optics) are anticipated to create additional demand [8]. Summary by Sections Investment Recommendations and Targets - Key investment targets include: - Semiconductor manufacturing: SMIC (688981, Buy), Hua Hong Semiconductor (01347, Buy) - Testing and packaging: Changdian Technology (600584, Buy), Tongfu Microelectronics (002156, Buy), and others [9]. - Server storage: Lianqi Technology (688008, Buy) - CPUs: Haiguang Information (688041, Buy), Longxin Technology (688047, Not Rated), and others [9]. - Passive components: Sanhua Group (300408, Buy), Fenghua Advanced Technology (000636, Not Rated) [9]. - Server manufacturing: Industrial Fulian (601138, Buy), Huaqin Technology (603296, Buy) [9]. - Analog and power chips: Naxin Micro (688052, Buy), Sierui Technology (688536, Not Rated), and others [9]. - Semiconductor equipment: Zhongwei Company (688012, Buy), Northern Huachuang (002371, Buy), and others [9]. - Optical devices/chips: Zhishang Technology (301486, Not Rated), Tianfu Communication (300394, Not Rated), and others [9]. AI Applications and Edge Computing - Key targets in edge AI applications include: - AI main control chips: Amlogic (688099, Buy), Hengxuan Technology (688608, Buy) - Edge storage: Zhaoyi Innovation (603986, Buy), Bawei Storage (688525, Buy) [10]. - Terminal manufacturers: Hikvision (002415, Buy), Luxshare Precision (002475, Buy), BYD Electronics (00285, Not Rated), and others [10]. - Core components for AI edge: Huanxu Electronics (601231, Buy), Sunny Optical Technology (02382, Buy), and others [10].