净卖出腾讯控股7.62亿、华虹半导体2.08亿、中国平安1.8亿、阿里巴巴-W 1.03亿。 | | 沪股通 | | | 深股通 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 深鉄幅 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | | 阿里巴巴-W | -1.0% | 4.12 | 35.64亿 | 阿里巴-W | -1.0% | -5.15 | 35.83 Z | | 中心同际 | 2.906 | 6.66 | 29.62 亿 | 小米集团-W | -0.5% | 9.72 | 23.24 Z | | 小米集团-W | -0.5% | 2.01 | 26.18亿 | 腾讯控股 | -0.8% | -7.96 | 19.80 Z | | 泡泡用味 | -8.5% | 3.02 | 23.48 Z | 中心国际 | 2.906 | -1.99 | 16.23 Z | | 信达生物 | -7.0% | -0.47 | 16.75 Z | 泡泡甲特 | -8.5% | 1.30 | 12.8 ...

2025 年 12 月 4 日， 北京证券交易所官方网站披露， 海南百迈科医疗科技股份有限公司 的首次公开发行申请正式获受理。 根据公 告，百迈科计划公开发行不超过 1,355 万股，拟募集资金约为 3.06 亿元人民币 ，募集款将全部投向其"先进医疗器械项目"。本次 IPO 的保荐机构为 长城证券股份有限公司。 | | | | | | 年11: /J/U | | --- | --- | --- | --- | --- | --- | | 序号 | 项目名称 | 项目投资 | 拟使用募集 | 项目备案情况 | 环评批复 | | | | 总额 | 资金金额 | | 情况 | | | 海南白迈科 先进医疗器 | 30.605.98 | 30.605.98 | 项目代码: 2508-469021-04-01-178633 | 定审服环字 [2025] 17 号 | | | 械项目 | | | | | | | 合计 | 30,605.98 | 30,605.98 | | | 这意味着，这家专注手术缝线与医疗耗材制造的企业，正式迈入资本市场倒计时阶段。自 2025年6月完成上市辅导备案，到 12 月受 理公告发布，仅用 ...

中信建投证券预计2026年储能全行业将量价齐升。当前储能需求旺盛，但制造业环节盈利能力处于低 位。经测算，国内储能电站对上游涨价接受度较高，终端少量让利可使中游制造业利润大幅增厚。多省 发布储能远期目标，支撑中长期发展。预计2026年锂电需求增长，部分材料环节供应紧张，看好集成、 电池、碳酸锂及材料等环节量利齐升。详情>> 金融市场犹如变幻莫测的海洋，时刻涌动着投资与经济政策的波澜，深刻影响着全球经济的走向。在 此，喜娜AI为您呈上今日财经热点新闻，全方位覆盖股市动态、经济数据、企业财务状况以及政策更 新等关键领域，助您精准洞察金融世界的风云变幻，把握市场脉搏。 A股春季行情有望提前演绎，多家券商看好跨年攻势 近期，多家券商对A股市场后市进行分析，认为春季行情有望提前开启。国信证券指出，12月外部环境 对A股压制缓解，内部交易结构有望改善，流动性主导下春季行情或提前演绎。国泰海通证券表示，12 - 2月政策、流动性、基本面向上共振，股市将展开跨年攻势。申万宏源证券认为12月中旬政策布局和 保险开门红或触发春季行情。操作上，建议关注科技、券商、消费等板块。详情>> 央行连续13个月增持黄金，外汇储备规模创新高 ...

12月8日，A+H芯片半导体再度携手走强。港股方面，华虹半导体、英诺赛科、鸿腾精密涨超4%，中芯 国际、建滔积层板涨超3%。全市场首只聚焦"港股芯片"产业链的港股信息技术ETF（159131）全天窄幅 震荡，放量收涨0.95%，单日成交额超1亿元。日线成功三连阳，走出"W"型筑底形态，或为情绪反转信 号。 开源证券研报指出，根据世界半导体贸易统计组织（WSTS）发布最新全球半导体市场预测报告，预计 2025年全球半导体营收将同比增长22.5%至7720亿美元，2026年将进一步增长26.3%，达到9750亿美 元，逼近1万亿美元大关。2025年全球半导体营收增长主要受益于人工智能应用及数据中心基础设施的 强劲需求，推动了逻辑芯片和存储芯片需求的增长。 中商产业研究院相关报告显示，中国半导体关键材料市场规模从2020年的755.8亿元增长至2024年的 1437.8亿元，年均复合增长率达17.44%，2025年市场规模将达到1740.8亿元。 日前，国际知名投行伯恩斯坦（Bernstein）发研报指出，中国AI产业正从初期发展迈入供应链爆发新阶 段，2026年将成为中国AI供应链增长的关键转折点。伯恩斯坦强调， ...

证券日报网讯12月8日，飞凯材料（300398）在互动平台回答投资者提问时表示，在当前全球地缘政治 形势影响下，高科技制造材料的国产化趋势日益显著。公司持续推进国产替代相关工作，尤其在半导体 先进封装工艺领域，公司与客户保持紧密协作，持续加强该领域的研发布局，积极开发新产品并不断优 化产品性能，实现产品矩阵的扩充和完善，为公司把握国产化发展机遇提供有力支撑。 ...

本刊记者 崔晓萌 12月5日的科创板，被国产GPU搅得"热气腾腾"。摩尔线程上市后，价格直接创下年内科创板新高，首日高开468.78%，报650元/股，盘中一度冲至688元/ 股。 截至收盘，摩尔线程报600.5元/股，涨幅425.46%。按收盘价计算，中一签浮盈高达24.31万元。 | W | N摩尔-U(688795) | | | | | --- | --- | --- | --- | --- | | | 闭市 12-05 15:30:19 科 融 | | | | | | 600.50 额 153.07亿 股本4.70亿 市盈 -194.4 | | 万得 | | | +486.22 +425.46% | 换 85.49% 市值1 2823亿 市净 24.51 | | | | | 分时 | 五日 目K 周K 月K 更多 | | | | | 叠加 | | 2017 | 资金 | | | 1688.00 | | 502.03% 卖5 601.00 212 卖4 600.99 | | 8 | | | 33 | 600.90 | | 2 | | | 322 | 600.72 | | 13 | | | | -000% ...

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index rose by 1.93%, with notable gains from component stocks such as Yuanjie Technology (up 11.54%), Dongxin Co. (up 9.70%), and Guodun Quantum (up 9.48%) [1] - The Sci-Tech 100 ETF (Huaxia, 588800) increased by 1.96%, closing at 1.3 yuan, with an active trading volume of 3.13 billion yuan and a turnover rate of 11.72% [1] - The semiconductor materials and equipment theme index on the Sci-Tech Innovation Board rose by 1.43%, with significant increases from Shen Gong Co. (up 8.71%) and Jing Sheng Co. (up 7.04%) [1] Group 2 - Major companies like Lenovo, Dell, and HP are planning price increases, with hikes up to 20%, effective from January 1, 2026, due to rising costs of components such as memory chips, which account for 15%-18% of PC costs [1] - Haitong Securities reports that companies like SanDisk, Micron, and Samsung are issuing price increase notices, indicating a sustained upward trend in storage prices into Q4 2025, driven by increased demand from AI data centers [2] - The Sci-Tech 100 ETF closely tracks the Sci-Tech 100 Index, focusing on high-growth sectors including semiconductors, pharmaceuticals, and new energy [2]

计算机 分析师：唐月 登记编码：S0730512030001 tangyue@ccnew.com 021-50586737 证券研究报告-行业月报 强于大市(维持) 计算机相对沪深 300 指数表现 资料来源：中原证券研究所，聚源 -17% -11% -4% 2% 8% 15% 21% 28% 2024.12 2025.04 2025.08 2025.12 计算机 沪深300 相关报告 《计算机行业年度策略：AI 应用加快，全球格 局重塑中》 2025-12-01 《计算机行业分析报告：十五五规划建议的信 息科技领域内容解读》 2025-10-31 《计算机行业月报：鸿蒙迎来重要升级，AI 算 力需求多元化趋势明显》 2025-10-23 联系人：李智 预训练规模 ——计算机行业月报 发布日期：2025 年 12 月 08 日 风险提示：国际局势的不确定性；海外 AI 产业竞争格局变化带来市 场调整风险。 本报告版权属于中原证券股份有限公司 www.ccnew.com 请阅读最后一页各项声明 第1页 / 共50页 手机端 AI 应用加速，DeepSeek 将加大 投资要点： 电话： 0371-65585629 ...

Core Viewpoint - The technology sector has outperformed the broader market in both US and Asian markets, particularly since August, driven by strong interest in AI-related investments and a favorable liquidity environment [1][3][4]. Group 1: Market Performance - In the A-share market, the Shenwan Electronic/Communication/Computer indices have significantly outperformed the broader market, benefiting from the rise of DeepSeek and a revaluation of technology assets in mainland China [1]. - The Hang Seng Technology Index has seen over a 30% increase year-to-date, outperforming the Hang Seng Index, with strong inflows from southbound capital [3]. - In the US market, the NASDAQ 100 has experienced a larger decline compared to the S&P 500 in the first quarter, but has since rebounded due to easing concerns over tariff policies and strong earnings from tech companies [4]. Group 2: Sector Analysis - The Shenwan Electronic and Communication indices have similar trends, benefiting from AI-related valuations and high liquidity since August [2]. - The Shenwan Computer Index experienced significant volatility in the first quarter, with a focus on software companies leveraging AI to reduce costs and improve efficiency [2]. - The semiconductor and hardware sectors are expected to remain strong, with positive outlooks for storage prices through 2026, driven by demand from downstream manufacturers [5]. Group 3: Investment Recommendations - The report suggests focusing on AI and domestic substitution as key investment themes, identifying scarce resources within the industry [5]. - Specific investment recommendations include companies involved in communication infrastructure, data centers, and AI hardware, with a positive outlook for capital expenditures from operators [6].

Market Performance - The A-share market experienced a strong performance on December 8, with the Shenzhen Component Index rising over 1% and the ChiNext Index increasing over 2% [2] - The total market turnover reached 2.04 trillion yuan, an increase of 310.9 billion yuan compared to the previous trading day [2][3] Key Drivers - The market's upward momentum is attributed to multiple favorable stimuli over the weekend, leading to a significant increase in trading volume [3] - Enhanced liquidity has limited market pullbacks and allowed for greater elasticity in growth styles [4] Key Themes Brokerage Sector - The brokerage sector showed notable activity, which is seen as a positive indicator for market confidence [9] - Recent regulatory support from the China Securities Regulatory Commission (CSRC) aims to optimize evaluation metrics for quality institutions and expand capital space and leverage limits [11] - The number of new margin trading accounts opened in November increased by 8% month-on-month, indicating growing investor confidence [11] Technology Sector - The technology sector, particularly in areas like computing power and commercial aerospace, has been a significant driver of market gains [14] - The ChiNext Index and the Sci-Tech 50 Index have led the major indices in performance, with year-to-date increases of 48.97% and 36.59%, respectively [15] - The commercial aerospace sector has seen increased activity, with successful launches of reusable rockets and satellite deployments, indicating a growing industry [18][19] Future Outlook - The artificial intelligence sector is expected to continue driving innovation within the technology industry, with significant growth projected in the data center interconnect (DCI) market [21] - The domestic AI chip industry is rapidly developing, with companies making strides in domestic substitution, which is anticipated to accelerate the formation of a domestic computing power ecosystem [21]