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我国自主研发新一代CPU龙芯3C6000发布
news flash· 2025-06-26 08:06
今天,我国自主研发的新一代国产通用处理器——龙芯3C6000在北京发布。性能相当于2023年或者 2024年市场主流产品的水平。最新发布的龙芯3C6000采用我国自主设计的指令系统龙架构,无需依赖 任何国外授权技术,也不依赖任何境外的供应链,是我国自主研发、自主可控的新一代通用处理器,可 满足通算、智算、存储、工控、工作站等多场景的计算需求。(央视新闻) ...
帮主郑重收评:指数震荡调整,数字货币逆势走强,这些方向值得关注!
Sou Hu Cai Jing· 2025-06-26 07:53
各位老铁,大家好!我是帮主郑重,每天收盘后和大家聊聊市场那些事儿。今天三大指数集体调整,但市场依然暗流涌动,特别是数字货币和跨境支付概念 反复活跃,给沉闷的盘面增添了不少看点。咱们先从整体情况说起。 数字货币和跨境支付概念今天反复活跃,这可是帮主一直重点跟踪的方向。内地和香港跨境支付系统互通,香港8月1日又要实施稳定币新规,蚂蚁、京东这 些巨头都在申请牌照,这对行业是实实在在的利好。像中科金财开发数字人民币钱包,优博讯在智能支付终端技术上有储备,恒生电子给银行提供数字人民 币IT系统,这些公司都获得了主力资金的青睐。特别是跨境支付这块,海联金汇有双牌照,四方精创参与央行数字货币桥接,技术实力都很强。不过短期波 动可能比较大,适合波段操作,中长期可以关注恒生电子、神州信息这些金融IT龙头,它们受益于行业长期发展,确定性更高。 银行板块今天也很亮眼,江苏银行、杭州银行、成都银行这些城商行纷纷创历史新高,连工商银行、农业银行这些大块头也跟着涨。这主要是因为政策支 持,六部门发了金融支持消费的指导意见,再加上高股息率的吸引力。现在银行板块平均股息率快4%了,远超一年定存,在资产荒的背景下,险资、社保 这些长线资金都在 ...
展商推荐丨奥格:专注各类洁净搅拌罐/反应釜/系统集成服务商 | 2025势银(第五届)光刻产业大会(PRIC 2025)
势银芯链· 2025-06-26 03:46
Core Viewpoint - The article highlights the upcoming "2025 TrendBank Lithography Industry Conference" scheduled for July 9-10, 2025, in Hefei, Anhui, aiming to address challenges and advancements in the lithography technology sector, particularly in semiconductor manufacturing [12][24][25]. Company Overview - Hebei Auge Fluid Equipment Co., Ltd. specializes in the design and manufacturing of various clean mixing tanks, reactors, and system integration technologies, holding multiple certifications and qualifications [2][3]. - The company has been recognized as a high-tech enterprise and possesses various industry certifications, including pressure vessel design and manufacturing licenses [2]. Product Offerings - Auge's main products include clean mixing tanks/reactors, high-purity PFA tanks, EP reactors, heat exchangers, condensers, tubular reactors, and chemical turnover barrels, along with system integration technology design and engineering installation [3][5]. Conference Details - The "2025 TrendBank Lithography Industry Conference" will feature discussions on advanced lithography technologies, challenges in the lithography materials sector, and the development of high-end lithography equipment [15][24]. - The conference aims to foster collaboration among industry experts, researchers, and enterprises to enhance the lithography technology ecosystem and address supply chain challenges in the semiconductor industry [24][25]. Industry Challenges - The lithography industry in China faces significant challenges, including low self-sufficiency in high-end lithography materials, reliance on imports for certain chemicals, and technological gaps in high-precision mask manufacturing and lithography equipment [23][24]. - The geopolitical landscape has heightened the urgency for China to strengthen its capabilities in lithography technology and related industries to ensure supply chain security [24].
英伟达市值重回全球第一,AI人工智能ETF(512930)盘中涨超1%,新易盛股价创历史新高
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-26 03:08
Group 1 - The three major indices showed mixed performance on June 26, with the AI ETF (512930) reaching a peak increase of over 1% during the day, closing up 0.44% with a trading volume exceeding 60 million [1] - Notable stocks within the AI ETF included Zhongke Shuguang and Xinyi Sheng, both rising over 5%, while other companies like Stone Technology, Qi Anxin-U, and others also saw significant gains [1] - Nvidia's stock surged over 4%, reaching a new all-time high with a market capitalization of $3.77 trillion, making it the highest-valued company globally. Nvidia reported a 69% year-on-year revenue growth in its latest earnings report, with data center business increasing by 73% [1] Group 2 - The AI ETF (512930) closely tracks the CSI Artificial Intelligence Theme Index, which selects representative companies that provide foundational resources, technology, and application support for AI [2] - The Consumer Electronics ETF (561600) tracks the CSI Consumer Electronics Theme Index, selecting 50 listed companies involved in component production and brand design within the consumer electronics sector [2] - Guojin Securities emphasizes the importance of focusing on the semiconductor self-control industry, core hardware for computing power, the Apple supply chain, and AI-driven industry chains, highlighting opportunities in AI smart glasses and related components [2]
军工ETF(512660)上涨1.28%,产业升级与军贸潜力或驱动估值修复
Mei Ri Jing Ji Xin Wen· 2025-06-26 02:48
Group 1 - The National Defense and Military Industry sectors are expected to benefit from industrial upgrades and the trend of self-sufficiency, with core equipment localization being the foundation for the industry's rise [1] - The Chinese military will showcase its reformed military structure and new combat capabilities, including unmanned intelligence and underwater operations, during a grand parade on September 3 [1] - The nuclear power equipment sector is seeing mass construction of third-generation nuclear power plants, with fourth-generation nuclear power demonstration officially in operation, indicating potential for future mass construction [1] Group 2 - The gas turbine industry is entering a new upcycle, benefiting from increased demand driven by AI data centers, with IEA predicting electricity demand for data centers to grow from 460 TWh in 2022 to 800 TWh by 2026 [1] - The engineering machinery sector has stabilized domestically, supported by a new replacement cycle and national policies to stimulate domestic demand, with significant export market potential [1] - The military ETF tracks the CSI Military Index, which reflects the overall performance of listed companies in the military industry, focusing on strategic allocation within the defense sector [1]
财信证券晨会纪要-20250626
Caixin Securities· 2025-06-26 00:24
证券研究报告 2025 年 06 月 26 日 | 市场数据 | | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌% | | 上证指数 | 3455.97 | 1.04 | | 深证成指 | 10393.72 | 1.72 | | 创业板指 | 2128.39 | 3.11 | | 科创 50 | 995.61 | 1.73 | | 北证 50 | 1437.63 | 1.38 | | 沪深 300 | 3960.07 | 1.44 | A 股市场概览 | 类别 | 总市值 | 流通市 | 市盈率 | 市净率 | | --- | --- | --- | --- | --- | | | (亿元) | 值(亿元) | PE | PB | | 上证指数 | 670810 | 520312 | 12.38 | 1.28 | | 深证成指 | 228707 | 186901 | 20.29 | 2.15 | | 创业板指 | 59752 | 47299 | 27.87 | 3.87 | | 科创 50 | 34795 | 22984 | 54.42 | 4.17 | | 北证 50 | ...
超150亿增量资金!15只浮动费率基金成立,认购超过18万户
券商中国· 2025-06-25 23:14
截至6月25日,首批26只新型浮动费率基金中已有15只成立,募集总规模逾150亿元,合计有效认购总户数 超18万户。随着浮动费率基金募集资金加入,主动权益基金发行的单只规模较此前有所回升,今年以来成 立规模在10亿元以上的主动权益基金已有10只。 "主动权益基金发行情况,与市场环境和投资者预期变化有密切关系。一是从浮动费率基金募集情况来看,管 理费与投资业绩挂钩这种方式,初步获得了市场认可。二是头部公募具备较好的渠道资源优势,加上个别基金 由知名基金经理挂帅,依然能获得不少资金认购。"华南一家中型公募品牌人士对券商中国记者称。 公募分析人士对券商中国记者分析称,主动权益基金发行情况,与市场环境和投资者预期变化有密切关系。从 浮动费率基金募集情况来看,管理费与投资业绩挂钩这种方式,初步获得了市场认可。此外,头部公募具备较 好的渠道资源优势,加上个别基金由知名基金经理挂帅,依然能获得不少资金认购。随着A股资金趋暖和流动 性改善,各类资产出现重估。A股"科技叙事"逻辑有望伴随着技术突破和商业化落地得到进一步强化,未来一 段时间AI领域或仍为核心方向。 5只浮动费率基金募集超10亿元 6月25日南方基金公告显示,南方 ...
制造成长周报(第19期):杭州召开国际人形机器人展览会 蚂蚁集团首次投资灵巧手
Xin Lang Cai Jing· 2025-06-25 11:09
Industry Dynamics - The humanoid robot sector is experiencing significant developments, with various companies announcing new projects and partnerships, including Midea's successful deployment of its self-developed humanoid robot in factories and the release of the Star Motion Q5 intelligent robot [1] - The 3D printing equipment production in May saw a year-on-year increase of 40% [1] Government News - The China Securities Regulatory Commission (CSRC) announced support for companies in cutting-edge technology sectors to apply the fifth set of listing standards on the Sci-Tech Innovation Board [2] - Several strategic partnerships were formed in the humanoid robot sector, including Demar Technology's agreement with Zhiyuan Robotics and Qinan Co.'s investment in Moxian Technology [2] Key Focus Stocks - The week highlights key stocks such as Longxi Co., Jindi Co., Yirui Technology, Yingliu Co., and Dingyang Technology [3] Investment Insights 1. Humanoid Robots: Focus on value and positioning, emphasizing suppliers with strong capabilities and identifying incremental opportunities in the market, particularly in components like joint modules, dexterous hands, reducers, and motors [4] 2. AI Infrastructure: Continued growth in capital expenditure for data centers driven by AI demand, with key beneficiaries including Hanzhong Precision, Ice Wheel Environment, and Yingliu Co. [4] 3. Low-altitude Economy: Rapid advancements in the low-altitude economy, with a focus on core components such as engines and motors, highlighting companies like Yingliu Co. and Zongshen Power [5] 4. 3D Printing: As an additive manufacturing technology, 3D printing is expected to open market opportunities across various sectors, with key players including Bolite and Huazhou High-Tech [5] 5. Nuclear Fusion: Progress in nuclear fusion energy is seen as a long-term direction for energy transformation, with companies like Yingliu Co. and Jiangsu Shentong being highlighted [5]
自主可控应对新挑战,国产EDA多项新成果亮相
Bei Jing Ri Bao Ke Hu Duan· 2025-06-25 08:09
有"芯片之母"之称的EDA(电子设计自动化)已成为我国目前科技攻坚的重要技术领域。随着国际经贸 形势发展,我国EDA产业链实现自主可控已十分紧迫。记者24日获悉,国内数字EDA龙头企业合见工 软发布了多款国产自主自研EDA及IP产品,助力我国自研EDA和IP产品早日实现从国产替代迈向国际标 杆的进阶。 据了解,此次其数字验证最核心的基础工具——数字仿真/调试器及支持大规模芯片设计的高端硬件验 证平台,均实现了架构级迭代创新,标志着国产EDA技术创新的重大进展,多项性能比肩国际标杆水 平,"目标是打破数字高端大芯片验证EDA的国际厂商垄断",公司相关负责人表示。 不久前,美国相关部门发布通知,要求暂停对中国大陆地区的EDA和IP产品服务与支持。全球前三大 EDA厂商新思科技(Synopsys)、Cadence、西门子随即集体暂停了对中国大陆半导体公司的产品支持 与升级服务。业内人士分析,这意味着针对中国半导体行业的限制禁令已经达到了极端约束,中国先进 芯片技术将完全依赖于中国EDA供应链自主可控。 当前,国产EDA和IP企业正处于从"可用"到"好用"全面过渡的关键阶段。记者了解到,在美国发布EDA 断供禁令前夕 ...
科创芯片ETF南方(588890)、科创综指ETF南方(589660)携手冲击3连涨,机构:资本市场含“科”量有望继续提升
Xin Lang Cai Jing· 2025-06-25 06:09
2025年6月25日,A股市场延续昨日涨势,震荡上扬,科创板块午后持续走强,半导体、芯片个股活跃 上行。相关个股,泰凌微涨停,华强科技、财富趋势、纳芯微、乐鑫科技等个股涨幅居前。 相关产品——科创芯片ETF南方(588890)、科创综指ETF南方(589660)午后拉升涨近1%,携手冲击3连 涨,盘中成交额不断走阔,备受资金关注。 科创芯片ETF南方(588890)紧密跟踪上证科创板芯片指数,上证科创板芯片指数从科创板上市公司中选 取业务涉及半导体材料和设备、芯片设计、芯片制造、芯片封装和测试相关的证券作为指数样本,以反 映科创板代表性芯片产业上市公司证券的整体表现。指数前十大权重股分别为中芯国际、海光信息、寒 武纪、澜起科技、中微公司、芯原股份、恒玄科技、沪硅产业、思特威、华润微。 科创综指ETF南方(589660)紧密跟踪上证科创板综合指数,上证科创板综合指数由上海证券交易所符合 条件的科创板上市公司证券组成指数样本,并将样本分红计入指数收益,反映上海证券交易所科创板上 市公司证券在计入分红收益后的整体表现。指数前十大权重股分别为海光信息、寒武纪、中芯国际、金 山办公、百利天恒、联影医疗、中微公司、澜起科 ...