相关ETF： 12月17日，A股午后大幅异动拉升，AI算力板块强势冲高。截止收盘，聚焦通信+电子算力硬件的5G通 信ETF（515050）大涨4.83%；光模块CPO含量超57%且同类费率最低的创业板人工智能ETF华夏 （159381）涨4.70%；云计算50ETF（516630）上涨2.72%。盘面上看，联特科技、光迅科技、深南电 路、中瓷电子、环旭电子等多股实现涨停。 消息面上，社保基金最新持仓出炉。截至今年三季度末，社保基金重仓科技股（TMT四大板块：申万 电子、通信、计算机和传媒）期末市值超过469亿元，创出历史同期新高，彰显出社保基金对科技股的 日益青睐。 基本面看，AI算力业绩持续爆发，需求与技术进步共振向上。中泰证券表示，海外云大厂CAPEX持续 高增，北美以微软、谷歌、Meta、AMZON为主的云大厂持续加大资本开支投入，且英伟达预计到2030 年末，全球AI投资将达到3万亿至4万亿美元，CAGR大约为40%。且谷歌以其模型-算力-入口-应用形成 商业闭环，良好示范效应将使能云大厂模型持续竞速。展望2026年，我们认为谷歌TPU与英伟达GPU将 同台竞技，Scaleup有望打开高速网络连接空间 ...

Core Viewpoint - The Hong Kong technology sector is experiencing a pullback, with the Hang Seng Tech Index nearing its annual line, prompting increased market interest and inflow of funds into related assets [1][2] Group 1: Market Performance - The Hang Seng Tech ETF (513130) saw a net subscription of 990 million units on December 16, raising its total shares to 59.663 billion and its latest scale to 42.337 billion yuan [1] - The average daily trading volume of the Hang Seng Tech ETF since Q4 2025 has reached 5.468 billion yuan, indicating significant liquidity advantages [1] Group 2: Valuation and Investment Potential - The latest price-to-earnings (P/E) ratio of the Hang Seng Tech Index has dropped to 22.74, which is at a low percentile of 31.42% over the past five years [2] - Compared to major technology indices in A-shares and US markets, the Hang Seng Tech Index offers attractive valuation opportunities, with a P/E significantly lower than the Nasdaq's 41.09 and the Sci-Tech Innovation 50's 156.57 [2] Group 3: Fund Characteristics and Investor Interest - The Hang Seng Tech ETF (513130) is recognized as a preferred tool for investors looking to allocate to the Hong Kong technology sector, with over 220,000 account holders as of the mid-2025 report [2] - The ETF features advantages such as large scale, superior liquidity, and support for T+0 trading, with a low annual management fee of 0.2%, making it an appealing option for cost-effective investment in Hong Kong tech assets [2]

天眼查App显示，近日，深圳市天眼智联科技有限公司成立，法定代表人为刘墙，注册资本500万人民 币，经营范围为一般经营项目是：智能无人飞行器制造；智能无人飞行器销售；输配电及控制设备制 造；智能输配电及控制设备销售；服务消费机器人制造；服务消费机器人销售；智能机器人的研发；智 能机器人销售；工业机器人安装、维修；微特电机及组件销售；发电机及发电机组销售；技术服务、技 术开发、技术咨询、技术交流、技术转让、技术推广；信息系统集成服务；云计算装备技术服务；基于 云平台的业务外包服务；软件外包服务；计算机系统服务；量子计算技术服务；互联网数据服务；软件 开发；人工智能基础软件开发；网络与信息安全软件开发；数据处理和存储支持服务；智能控制系统集 成；信息系统运行维护服务；农业机械服务；农业机械销售；农业机械租赁；农作物病虫害防治服务； 林业有害生物防治服务；国内贸易代理；电子产品销售；计算机软硬件及辅助设备零售；人工智能公共 数据平台；人工智能公共服务平台技术咨询服务；技术进出口；货物进出口。（除依法须经批准的项目 外，凭营业执照依法自主开展经营活动），许可经营项目是：无。 ...

据报道，OpenAI正与亚马逊(AMZN.US)进行投资谈判，计划筹资100亿美元或更高金额，并考虑采用亚 马逊的AI芯片。 此前，OpenAI已于上月宣布将在未来七年内斥资380亿美元，租用亚马逊旗下云计算子公司AWS的服务 器资源。 若此次融资落地，将助力OpenAI履行其向至少五家云服务商(包括AWS在内)租赁服务器的长期承诺， 这些计算资源正用于其人工智能(AI)模型的开发工作。 三位知情人士表示，双方还探讨了商业合作的可能性。据悉，谈判始于去年10月OpenAI完成企业重组 之后——该公司通过将权益转化为传统股权，为未来公开上市铺平了道路。 值得注意的是，知情人士指出，双方就使用亚马逊的AI芯片进行了谈判。若达成协议，亚马逊自主研 发的AI训练芯片Trainium将迎来新客户，同时将助力这家在线零售巨头拓展其在AI领域的影响力，并与 英伟达(NVDA.US)展开竞争。 此前，由于有消息称Meta(META.US)正在考虑采用谷歌(GOOGL.US)的高性能AI半导体TPU，关于ASIC 芯片可能将威胁到英伟达地位的讨论一度导致后者股价出现下挫。 而同样作为英伟达AI芯片的替代方案，亚马逊与OpenA ...

沐曦股份今日登陆上交所科创板，发行价为104.66元/股。上市首日股价大幅高开，盘中最高涨幅超过700%，触及895元，最终收报 824.5元，较发行价上涨687.8%， 理论上一签最高或可盈利39.5万元，超越日前上市的摩尔线程，成为A股全面注册制以来最赚钱新股 。 沐曦股份成立于2020年9月，总部位于上海，是国内稀缺的"全栈GPU"设计与量产企业，主营高性能通用GPU芯片及解决方案，产品广泛 应用于AI智算、数据中心、云计算、自动驾驶等前沿领域 。 下载财联社APP获取更多资讯 今日早盘，A股市场沪指窄幅震荡，创业板指涨超1%。黄白二线分化明显，微盘股指数跌超1%。沪深两市半日成交额1.02万亿，较上个交 易日缩量987亿。盘面上热点快速轮动，全市场超3700只个股下跌。 从板块来看，锂矿概念走强，金圆股份4天2板，盛新锂能涨停。 中信证券金属分析师刘宇飞认为，2025年储能政策推动储能电池需求超预 期增长，单车带电量提升以及以旧换新政策带动动力电池需求提高。预计全球储能及动力电池景气度有望延续，锂盐需求料将继续超预期。 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...

新京报贝壳财经讯12月16日，协创数据（300857）发布公告称，公司拟向多家供应商采购服务器，并签 署相关采购合同，采购合同总金额预计不超过90亿元，公司购买服务器主要用于为客户提供云算力服 务。此次交易不构成重大资产重组，亦不构成关联交易。公司已通过第四届董事会第九次会议审议通过 该议案，尚需提交股东会审议。交易对手方信息因商业秘密及战略发展考虑不予披露。 ...

Core Insights - The financial development logic is shifting from "scale expansion" to "quality upgrade," with digital finance being reshaped by new technologies such as AI, big data, blockchain, and cloud computing, emphasizing intelligent, scenario-based, and inclusive finance as new competitive advantages globally [1] - Digital finance is accelerating its penetration into the entire financial service chain, becoming a key engine for improving the quality and efficiency of the financial industry, while also presenting new challenges such as data security and cross-border regulatory adaptation [1] Digital Finance and Technological Finance Collaboration - The core content of building a strong financial nation is to vigorously develop digital finance and technological finance, where technological finance provides support and digital finance offers operational methods [2][3] - Policies are being implemented to enhance the deep integration of technological finance, digital finance, and the real economy, with local policies accelerating their implementation [3] Policy Framework and Local Initiatives - A framework for the deep integration of technological finance, digital finance, and the real economy is being rapidly improved, with local policies like those from Beijing's Haidian District focusing on creating a diversified financial service system that meets the financing needs of technology enterprises [3] - Key initiatives include upgrading venture capital ecosystems, expanding credit for technological innovation, enhancing support for public listings, and extending technology insurance to better serve small and medium-sized enterprises [3] Core Value of Digital Finance - Digital finance is recognized as a "key engine" for serving the real economy, with a consensus that it should act as an accelerator for high-quality economic development [4] - The core value of digital finance lies not only in exploring new markets but also in enhancing the survival capabilities of the financial industry, helping it operate steadily in complex environments [4] Trends in Digital Finance - The "China Financial Technology and Digital Finance Development Report (2025)" identifies five trends in digital finance, including the integration of generative AI into core banking operations, the evolution of AI agents into collaborative business partners, breakthroughs in quantum computing for financial applications, differentiated strategies for digital investments, and the importance of data governance and security for future growth [4] Challenges in Digital Finance - Despite positive trends, digital finance faces challenges such as insufficient compliance for cross-border data flow and lagging regulation for new business models, necessitating a balance between innovation and security [5] - The relationship between innovation and security in digital finance should be viewed as a mutually reinforcing cycle, promoting high-level financial regulation and innovation to prevent risks while fostering an inclusive innovation environment [5]

原标题：数字孪生水利体系建设进展如何？这场发布会详细介绍 数字孪生水利体系建设，是推动水利高质量发展、保障国家水安全的重要途径。当前数字孪生水利 体系建设取得哪些进展？面向未来，数字孪生水利体系建设如何更进一步？水利部16日举行新闻发布 会，介绍相关情况。 水利部信息中心主任付静介绍，数字孪生水利体系，即通过大数据、云计算、人工智能等数智技术 和水利业务深度融合，把江河湖泊、水利工程"搬进"数字世界来实现进行智能模拟、预报的调度预演， 为水旱灾害防御、水资源管理与调配等水利工作提供"大脑"。 水利部副部长王宝恩表示，按照"需求牵引、应用至上，数智赋能、提升能力"原则，"十四五"以来 我国数字孪生水利体系建设取得多方面成效。 数字孪生水利体系框架基本形成。王宝恩介绍，水利部门完成94项数字孪生流域建设先行先试任 务，分批推进14个省级水网先导区数字孪生水网建设，数字孪生三峡、南水北调等11个重点工程投入实 战应用，49处数字孪生灌区先行先试、230个数字孪生农村供水工程建设取得阶段成效。 "天空地水工"一体化监测感知系统加快构建。"目前我国已形成涵盖34颗遥感卫星、180余部测雨雷 达、13.6万处地面水文报汛 ...

有效避免金融资源错配。传统金融模式服务小微企业风险高、成本高，支持小微企业意愿不足，导 致信贷资源过度向大企业集中，形成规模错配问题。数字金融的灵活性和创新模式，能够有效提升产品 和服务的精准性，优化中小企业融资环境。例如，微众银行推出线上无抵押企业流动资金贷款产品"微 业贷"，授信企业中，年营业收入1000万以下的小微企业占比超70%。同时，传统金融模式依赖历史财 务数据和抵押物，难以评估初创期、成长期科技型企业的创新价值，更倾向于服务成熟期传统企业，导 致资金无法有效流入战略性新兴产业，形成领域错配问题。数字金融可以有效评估企业风险、信用与发 展潜力，能够提供更加高效、便捷、低成本的金融服务，有助于满足初创期、成长期科技型企业的金融 服务需求。 推动金融服务降本增效。数字金融以数字货币、移动支付等应用为支撑，推动金融机构缩短业务流 程，减少人工干预，提高支付、结算的效率和便捷性，持续提升服务实体经济效能。通过人工智能、区 块链、云计算、大数据等技术的深度应用，金融机构建立实时、精准的风险监控预警系统，不断加强对 潜在风险的预判，降低经营成本。新兴金融机构的技术创新和传统金融机构的数字化转型，能够有效突 破 ...

Group 1 - The "2025 Hurun Global High-Quality Enterprises TOP 1000" list was released, highlighting global economic trends, with the US leading with 410 companies, followed by China with 158, and Japan with 63 [2] - Nvidia surpassed Microsoft and Apple to become the world's most valuable company, valued at 3.28 trillion RMB, while Apple remains second at 2.86 trillion RMB [2] - Walmart is noted as the highest revenue-generating company on the list, with an annual income of 4.8 trillion RMB, while Alphabet holds the title for the highest profit at 790 billion RMB [2] Group 2 - Shenzhen ranks 11th globally with 15 companies on the list, an increase of 3 from the previous year, with 5 companies located in the Futian District [3] - The Greater Bay Area has 38 companies listed, accounting for 24% of China's total, indicating significant regional economic strength [3] - Notably, 8 non-Chinese companies have established their China headquarters in Shenzhen, ranking fourth among Chinese cities [3] Group 3 - The list reflects the concentration of wealth driven by artificial intelligence, with 11 companies valued at over 1 trillion USD, up from 4 five years ago [4] - The top 10 companies have doubled in value to 18.4 trillion RMB, nearing the total market capitalization of A-shares and H-shares combined [4] - Companies like TSMC and Tencent showed remarkable performance, with TSMC increasing by 410 billion RMB and Tencent by 200 billion RMB [4] Group 4 - Companies experiencing significant value declines include Meituan (down 200 billion RMB) and Shein (down 100 billion RMB), along with others like GF Securities, Mindray Medical, Wanhua Chemical, and Sinopec [5]