格隆汇2月24日｜据深圳特区报，腾讯公司大湾区公共事务负责人李芳仪表示，AI发展并不是百米冲 刺，而且一场马拉松。腾讯会坚定投入，稳扎稳打，注重长期价值，同时保持自己的发展节奏，持续致 力于以数字技术助推实体经济发展，促进先进制造业和现代服务业深度融合，推动制造业高质量发展。 ...

截至收盘，中证消费电子主题指数上涨1.8%，中证物联网主题指数上涨1.0%，中证智能电动汽车指数上涨0.3%，国证机器人产业指数下跌0.6%，资金逆势 布局，机器人ETF易方达（159530）全天净申购约7000万份。Wind数据显示，该ETF节前已连续10个交易日获资金布局，合计超11亿元。 中信建投证券研报认为，春节期间全球股市整体强势，无重大风险事件，当前市场情绪仍然高涨，节后A股有望开启新一轮上行。行业配置上继续坚持"科 技+资源品"双主线。其中科技主线以AI、人形机器人、新能源和创新药为核心，资源品主线以贵金属、石油石化、基础化工为核心。 该指数聚焦的AI硬件是目前 主要的智能终端品类,由业 务涉及元器件生产、整机品 牌设计及生产等消费电子相 关公司股票组成。 日报 2017 跟踪中证智能电动汽车指数 该指数聚焦的智能电动汽 车有望成为具身智能落地 的代表性方向之一,覆盖 动力系统、感知系统、决 策系统、执行系统、通讯 系统、整车生产等产业链 环节。 �日 该指数涨跌 0.3% 消费电子ETF易方达 雙 跟踪中证消费电子主题指数 �H 该指数涨跌 1.8% 物联网ETF易方达 MR 老室 每日经济新 ...

Market Overview - On February 24, the Hong Kong stock market experienced fluctuations, with various indices showing declines: the China Securities Hong Kong Stock Connect Consumer Theme Index fell by 1.3%, the Hang Seng Technology Index decreased by 2.1%, the Hang Seng Hong Kong Stock Connect New Economy Index dropped by 2.5%, the China Securities Hong Kong Stock Connect Medical and Health Comprehensive Index declined by 3.1%, and the China Securities Hong Kong Stock Connect Internet Index fell by 3.3% [1] Fund Inflows - As of the last trading day before the holiday, the net inflows for the Hang Seng Technology ETF (E Fund, 513010) and the Hong Kong Stock Connect Internet ETF (E Fund, 513040) were 3.61 billion and 1.49 billion respectively over the past month [1] Sector Performance - According to Huatai Securities, there was an increase in market differentiation during the Spring Festival, with AI new forces and internet giants showing divergent trends. Despite positive consumer data, it did not significantly boost sector performance, with gains concentrated in technology and cyclical industries [1] Investment Outlook - Short-term advice for investors includes being cautious of the volatility risks associated with index adjustments and individual stock movements prior to the Hong Kong Stock Connect adjustments. For mid-term allocations, technology and cyclical materials remain clear main lines for investment [1]

受此影响，当日涨幅前十的ETF产品均被油气类占据，相关产品的成交热度同步提升。此外，机器人赛 道受春晚科技元素带动而升温，但有所分化，节前该赛道已获机构密集调研与资金提前布局。 "2026年的投资机会相比2025年会更加多元，呈现宏观经济周期和技术创新双驱动的格局。"招商科技创 新混合基金经理张林告诉第一财经，他对今年市场趋势和投资机会的展望都偏向乐观。 马年A股迎"开门红" 节后首个交易日，A股三大指数全线高开收涨。截至当日收盘，上证指数放量涨0.87%，深证成指涨 1.36%，创业板指涨0.99%。超4000只个股上涨，成交额较节前明显放量至2.2万亿元。 2026.02.24 本文字数：2799，阅读时长大约4分钟 作者 |第一财经 曹璐 春节假期后首个交易日（2月24日），A股市场迎来强势开局，三大指数集体收涨，给节后归来的投资 者派发了一份"开工利是"。 整体来看，市场交投情绪高涨，成交量重回2万亿元大关。盘面呈现普涨格局，上涨个股超过4000只， 其中涨停个股超百只，赚钱效应显著。石油石化板块全线大涨，多只成份股涨停；培育钻石、光模块 （CPO）等概念同样走强。 从板块来看，申万石油石化板块以5. ...

%% %% 行业研究丨深度报告丨电气设备 [Table_Title] 美国加码 AIDC 自建电源，变压器&储能景气 有望加速——美国缺电研究系列三 %% %% research.95579.com 1 丨证券研究报告丨 报告要点 [Table_Summary] 此前，我们在《解能源桎梏，扬时代风帆——美国缺电深度研究》中指出，AI 电力需求高增下， 美国电力缺口不断放大，公用电网短期难以解决，导致电价不断上涨。2026 年以来，在立法层 面，FERC、州政府及区域输电组织加速推进大型负载并网政策落地，数据中心自建电源已是 大势所趋。本报告重点阐述北美数据中心供电及配储架构，量化测算自建电源对变压器及储能 需求的拉动。 分析师及联系人 [Table_Author] 邬博华 曹海花 司鸿历 SAC：S0490514040001 SAC：S0490522030001 SAC：S0490520080002 SFC：BQK482 SFC：BVD284 袁澎 SAC：S0490524010001 请阅读最后评级说明和重要声明 2 / 23 %% %% %% %% research.95579.com 2 [Table_ ...

来源：企业上市 2025年12月17日：通过港交所上市聆讯； 2026年1月15日：更新递交上市申请并刊发资料； 2026年2月23日：刊发聆讯后资料集。 此次若成功上市，埃斯顿将成为农历马年首家在港交所挂牌的机器人企业。目前，公司上市仍需取得香 港证监会及港交所等监管机构的最终批准。 马年首家！南京这家造机器人的公司，港交所大门快叩开了。 2026年2月23日，南京埃斯顿自动化股份有限公司发布公告称，公司已刊发H股发行聆讯后资料集，标 志着其赴港上市进程已通过港交所上市委员会审议。根据安排，公司于2月23日在港交所网站刊登聆讯 后资料集。 此次上市进程关键节点回顾： 2025年6月27日：向港交所递交上市申请； 2025年12月9日：获中国证监会境外发行上市备案； 简单来说，就是南京一家叫 埃斯顿 的自动化公司，刚通过了港交所的上市聆讯 。这意味着它离在港股 挂牌上市只差最后几步了，而且很可能是 马年（2026年）第一家拿到这个通行证的企业。 这家公司什么来头？这么说吧，它是咱们国产工业机器人里的"尖子生" 。 干翻了外资品牌：以前工厂里的机器人手臂多是外国牌子，但在2025年上半年，埃斯顿在国内市场的出 ...

Group 1 - The founder of Arini warns that even before the substantial impact of AI on the software industry is realized, market panic alone is sufficient to increase corporate financing costs, potentially leading to widespread defaults [1] - The software industry is currently experiencing a prolonged sell-off, with investors concerned that the rapid evolution of AI technology poses a fundamental threat to the business models of software companies, which are already burdened with high debt levels relative to their earnings [1] - Direct lending institutions are reducing their exposure, which may exacerbate the impact on the software sector, as companies in this industry typically operate with high leverage and rely heavily on private credit markets [2] Group 2 - The private credit market has expanded rapidly, reaching a size of $1.8 trillion, prompting regulatory scrutiny [3] - The founder of Arini emphasizes that while regulatory tightening does not necessarily reduce investment opportunities, the industry must acknowledge the balance between risk and return [3] - The concentration of private credit in the software sector is deemed excessive, with concerns raised about the wisdom of lending at such levels in a mediocre-performing loan industry [2]

Market Overview - The A-share market experienced a strong opening on the first trading day after the Spring Festival, with all three major indices closing higher, indicating a positive sentiment among investors [1][2] - The trading volume exceeded 2 trillion yuan, with over 4,000 stocks rising, showcasing significant profit potential [1][2] Sector Performance - The oil and petrochemical sector led the market with a 5.53% increase, with multiple stocks hitting the daily limit [2] - Other strong performers included the cultivated diamond and optical module sectors, with notable stocks like Sifangda and Tianfu Communication showing impressive gains [2][3] ETF Market Dynamics - The enthusiasm in the oil and gas sector translated into strong performance for related ETFs, with several products seeing gains of over 9.5% [2] - Technology-related ETFs, particularly those tracking AI and software, also saw a significant increase in trading volume, with some doubling their transaction amounts [3] Institutional Interest - The robotics sector has garnered significant attention from institutional investors, with multiple companies in the industry receiving numerous inquiries [4] - Companies like Huichuan Technology and Anpeilong have been highlighted for their advancements in robotics, attracting institutional focus [4] Future Investment Trends - Analysts predict a more diverse investment landscape in 2026, driven by macroeconomic cycles and technological innovations [1][6] - Key investment themes include AI and humanoid robotics, cyclical commodities like oil and gas, high-dividend sectors such as banking and energy, and domestic consumption in automotive and home appliance sectors [6][7] AI and Technology Focus - The technology sector remains a focal point for investment, with expectations for breakthroughs in AI and semiconductors to drive future opportunities [7][8] - The potential for significant advancements in AI is seen as a critical factor for the growth of the industry, with current market perceptions possibly underestimating its development potential [8]

U.S. stock futures are showing signs of stabilization on Tuesday morning, February 24th, 2026, as investors attempt to recover from a bruising session that saw major indexes tumble. Premarket activity indicates a modest rebound, with futures for the S&P 500 (SPY) rising 0.34% and Nasdaq 100 (QQQ) futures gaining 0.49%. The Dow Jones Industrial Average (DIA) futures are also up approximately 127 points, or 0.2%, as market participants engage in bargain hunting following Monday’s sharp sell-off.The previous s ...

龙虎榜机构热股 今天机构龙虎榜上榜43只个股，净买入29只，净卖出13只。当日机构买入最多的个股前三位是：华工科技（1.89亿）、铜冠铜箔（1.88亿）、上海电影 （1.85亿）。 | 上榜热股 | 实时涨跌幅♀ 买/卖家数♦ | | | --- | --- | --- | | 华工科技 | +10.00% | 3/1 | | 000988.SZ | | | | 铜冠铜箔 | | | | 301217.SZ | +14.49% | 3/2 | | 3日 | | | | 上海电影 | 10 UN | 1/1 | 华工科技 龙虎榜显示，今日3家机构净买入1.89亿。 公司表示各种类型800G系列产品都已经给北美头部厂家送样测试 龙虎榜知名游资 一、油服 中国石油集团旗下，国内最大油气工程综合服务提供商，此前参与伊朗北阿扎德甘油田地面设施开发。 消息面上，WTI原油期货3月合约收涨1.9%，布伦特原油期货4月合约收涨1.86%。 东方证券预计，国内油气资本开支有望逐渐走向恢复。海外层面，美国政府持续推出政策推动油气开发，且根据EIA预测年美国天然气发电装机量有望在未 来几年上升，我们预计2026年海外的油服开支需求 ...