截至2025年8月22日收盘，维海德股价报34.27元，较前一交易日上涨0.04元，涨幅0.12%。当日成交量 为30787手，成交金额达1.05亿元。该股开盘报34.19元，盘中最高触及34.42元，最低下探33.96元，振幅 1.34%。 维海德属于消费电子、信创、远程办公等概念板块。公司主营业务为智能终端设备的研发、生产和销 售，产品涵盖智能家居、可穿戴设备等领域。公司总市值46.31亿元，流通市值26.07亿元。 8月22日数据显示，维海德主力资金净流出192.03万元，占流通市值的0.07%。近五个交易日累计净流出 4923.28万元，占流通市值的1.89%。当日该股突破五日均线，但乖离率相对较小。 风险提示：股市有风险，投资需谨慎。 ...

Group 1 - The total profit from on-market ETFs and off-market funds today is 104,000, with on-market ETFs earning 24,000 and off-market funds earning 80,000 [1] - The company invested 700,000 in the merger of Zhongke Shuguang and Haiguang Information, participating in arbitrage with a focus on Xinchuang ETFs and Jiashi Information Industry [1] - After selling 700,000 of Xinchuang funds, the market temperature quickly rose above 50 degrees, leading to a decision to liquidate the remaining 300,000 Xinchuang funds [1][3] Group 2 - The Xinchuang funds previously generated a total return of over 20%, but after the third liquidation, the funds surged by 46.8%, resulting in a missed opportunity of 460,000 [3] - The market temperature for A-shares is currently at 66.35 degrees, indicating a high market sentiment where buying occurs below 30 degrees and selling above 50 degrees [4][7] - The allocation in various sectors shows that the electronics sector is standard-weighted with a year-to-date return of 30.17%, while the communication sector (5G) is not allocated but has a return of 44.91% [4][5] Group 3 - The Hong Kong market temperature is at 47.96 degrees, suggesting that retail investors have not yet entered the market in large numbers despite the high temperature [7] - The allocation in the Hong Kong market shows a super allocation in the automotive sector with a year-to-date return of 38.29% and a standard allocation in the Hang Seng Technology sector with a return of 26.40% [6]

8月22日，芯片板块上涨，多只相关主题ETF涨幅超15%。芯片ETF（159995）、芯片50ETF（159560）、半导体设备ETF （561980）等多只ETF涨停。 01 8月22日，芯片板块大涨，多只相关主题ETF单日涨超15%。随着芯片股走强，芯片ETF（159995）、芯片50ETF（159560）、半 导体设备ETF（561980）等多只ETF涨停。此外，人工智能、云计算、信创、消费电子、数字经济等多类科创细分主题ETF亦有 明显涨幅。 02 今天，全市场ETF成交额为4604亿元，较昨日增长超800亿元。香港证券ETF（513090）等7只ETF成交额破百亿元。 芯片主题ETF走强 全市场ETF成交额超4600亿元 今日，香港证券ETF（513090）等7只ETF成交额破百亿元。整体来看，全市场ETF成交额达4604亿元。 | 基金代码 | 基金名称 | 今日成交额(亿元) | 换手率(%) | | --- | --- | --- | --- | | 513090.SH | 香港证券ETF | 282.70 | 96.22 | | 511360.SH | 短融ETF | 210.78 | 39 ...

证券日报网讯天融信（002212）8月22日发布公告，在公司回答调研者提问时表示，2025年上半年信创 收入1.10亿元，占营业收入比重13.36%。1)政府及事业单位信创收入比重：2023年度21.31%；2024年度 21.51%；2025年上半年9.22%，预计全年仍为20%以上。2)国有企业信创收入比重：2023年度9.36%； 2024年度11.84%；2025年上半年19.92%。 ...

Core Insights - The company reported a revenue of 378 million yuan and a net profit attributable to shareholders of 22.08 million yuan for the first half of 2025 [1] Group 1: Business Overview - The company is a full-stack, full-cycle IT infrastructure service and product provider, focusing on the IT infrastructure layer [1] - In the "IOE centralized architecture" operation and maintenance market, the company aims to leverage its advanced experience and leading advantages in the financial sector to promote service innovation and value transfer across other industries [1] - In the "Xinchuang product architecture" operation and maintenance market, the company plans to expand its market share by utilizing its first-mover advantage in Xinchuang technology and comprehensive support capabilities during clients' transition to Xinchuang products [1] Group 2: Customer Acquisition and Technology Integration - During the reporting period, the company added over 150 new clients [1] - The company's database operation and maintenance platform has integrated AI technology to create a new intelligent operation and maintenance engine, achieving intelligent applications in various scenarios such as alarm analysis and SQL optimization [1] - The platform has expanded its management capabilities to cover the open-source database ecosystem and has obtained compatibility certifications with GaussDB, GoldenDB, Gbase, Tidb databases, openEuler operating system, and Haiguang CPU [1] Group 3: Talent Development - The company accelerated its talent layout in the Xinchuang field, further expanding its workforce [2] - Through a "training-certification-practice" closed-loop mechanism, the company obtained over 200 professional certification certificates from mainstream manufacturers in the Xinchuang field during the reporting period [2] - This initiative aims to enhance the company's technical strength in Xinchuang transformation and provide strong support for building a "technological differentiation" advantage [2]

Core Viewpoint - The stock market showed strong performance on August 22, with significant gains in various indices, particularly in the ChiNext Index, which rose over 2.00% [1] Group 1: Market Performance - The ChiNext Index increased by more than 2.00% [1] - The Shanghai Composite Index rose by 0.47% [1] - The Shenzhen Component Index gained 1.11% [1] - Nearly 2,200 stocks in the Shanghai, Shenzhen, and Beijing markets experienced price increases [1] Group 2: Sector Performance - Semiconductor chips, PCB (Printed Circuit Board), and Xinchuang (domestic innovation) sectors led the gains in the market [1]

格隆汇8月22日｜上证指数午盘涨0.67%报3796.36点，继续逼近3800点大关，成分股中科曙光涨停，指 南针涨8%，带动计算机ETF（159998）上涨2.75%，位居同标的第一，自6月23日以来累计涨幅达 25%。 全市场规模最大的计算机ETF（159998）"软硬通吃"，跟踪的中证计算机主题指数泛行业覆盖信息技术 服务、应用软件、通信设备，既有科大讯飞、金山办公等AI应用领导者，也有中科曙光、海康威视的 硬件制造龙头。无论看好AI软件领域的创新应用，还是AI算力引爆的硬件端，计算机ETF（159998）都 能一网打尽。 消息面上：①8月20日，智谱宣布发布全球首个手机Agent--AutoGLM 2.0，由国产模型GLM-4.5与GLM- 4.5V驱动，具备推理、代码和多模态处理能力，能够在多种设备和场景中运行；②DeepSeek-V3.1正式 发布，采用UE8M0FP8Scale参数精度。DeepSeek称，该版本是针对即将发布的下一代国产芯片设计。 业内人士认为，当前计算机ETF（159998）跟踪指数近十年历史分位低于同类科技指数。在亮眼业绩带 动下，偏后期的硬件和国产软件、AI应用均有补涨需 ...

Core Viewpoint - The release of DeepSeek-V3.1 marks a significant advancement in the field of intelligent computing, with implications for the domestic computing industry and related sectors [1] Group 1: Impact on Computing Infrastructure Suppliers - The launch of DeepSeek-V3.1 enhances the capabilities of domestic computing infrastructure suppliers, exemplified by Zhongke Shuguang's successful adaptation of the DeepSeek V3/R1 model with Haiguang DCU, which is a crucial step in promoting domestic computing development [1] - The liquid cooling technology implemented by Zhongke Shuguang can achieve a Power Usage Effectiveness (PUE) improvement, further supporting efficient computing solutions [1] Group 2: Vertical Application Collaborations - Kingsoft Office has integrated the DeepSeek-Writer API into its WPS intelligent writing feature, resulting in a threefold increase in document generation efficiency and a 90% reduction in error rates [1] - The collaboration between software and hardware optimizes computing efficiency, enabling large-scale applications in finance, healthcare, and industrial sectors, ultimately creating a positive cycle of "technological autonomy-ecosystem collaboration-commercial closure" [1] Group 3: Industry Trends and Government Support - The Xinchuang industry is transitioning from a policy-driven approach to a dual-driven model of policy and market, with significant advancements expected as the 2027 full replacement deadline approaches [1] - The focus on information technology autonomy and security is being supported by national policies, with local government procurement in the Xinchuang sector anticipated to recover [1] - Domestic manufacturers, represented by Huawei, are achieving breakthroughs in new technologies, which is expected to increase the market share of domestic software and hardware [1]

医疗器械板块走低，医疗器械ETF基金、医疗器械ETF分别跌1.16%和1.03%。港股红利策略ETF走弱， 港股通央企红利ETF南方、红利ETF港股分别跌1.15%和0.95%。 格隆汇8月22日｜上证指数午盘涨0.67%兵临3800点，科创50大涨5.25%创近三年半新高。半导体产业链 井喷，海光信息、寒武纪大涨逾10%携手新高；AI硬件端强劲反弹，玻纤、CPO、覆铜板概念集体反 包；大消费普跌，民航、宠物、乳业、农业板块跌幅居前。 ETF方面，国产半导体板块全线爆发，鹏华基金科创芯片ETF指数、科创芯片ETF博时和科创芯片ETF 国泰、嘉实基金科创芯片ETF均涨超6%。科创50指数飙涨5%，科创50ETF富国、广发基金科创成长ETF 分别涨5.46%、5.39%。信创板块跟随上扬，信创ETF富国、信创ETF易方达分别涨4.94%和4.89%。 ...

在技术研发方面，达梦数据的分布式数据库研发进展顺利，已成功形成多个落地案例，并在高并发性能处理、多租户、集中分布式一体化等技术方向持续迭 代发展。达梦共享存储（DSC）集群已实现大面积应用，且公司还在不断提升其故障容灾水平，积极布局探索共享存储集群的前沿发展方向。2025年，公司 以技术创新为核心驱动力，围绕"智能化、一体化、多模化、云原生化"方向，通过AI赋能数据库、集中 - 分布式一体化架构、多模数据融合引擎及云原生技 术，全面推动数据库技术升级，并围绕达梦数据库一体机和达梦启云数据库开展"单项冠军产品"培育行动 ，致力于打造具有国际竞争力的数据库产品。 此次信创板块的强劲表现，不仅反映了市场对信创产业未来发展的乐观预期，也彰显了信创产业在政策与市场双重驱动下的强大发展动力。随着产业的持续 推进和技术的不断创新，信创产业有望在未来为经济增长和数字化转型注入新的活力。 本文源自：金融界 三未信安就是这样的一家公司，其主业专注密码技术创新，提供全面商用密码产品和解决方案，深耕网络信息安全领域。8月21日，三未信安公告，2025年 上半年公司营业收入为1.95亿元，同比增长15.19%；归母净亏损2938.58 ...