8日，A股走势现分化，沪指盘中窄幅震荡，创业板指弱势下探，科创50指数强势上扬；港股再度下 挫，两大股指均跌超1%。 具体来看，沪指盘中窄幅震荡，尾盘翻绿；科创50指数较为强势，盘中一度大涨近3%。截至收盘，沪 指微跌0.07%报4082.98点，深证成指跌0.51%，创业板指跌0.82%，科创50指数涨0.82%，沪深北三市合 计成交约2.83万亿元，较此前一日减少约550亿元。 全A超3700股飘红， 逾110股涨停。商业航天概念再度爆发，乾照光电（300102）（300102）、谱尼测 试（300887）（300887）等尾盘快速涨停，金风科技（002202）斩获3连板；工业软件概念崛起，宝信 软件（600845）涨停，汉得信息（300170）等大涨；可控核聚变概念活跃，中国核建（601611）、航天 晨光（600501）、派克新材（605123）等涨停；此外，AI产业链股上扬，寒武纪盘中一度涨超6%，全 日成交215.8亿元，位居A股成交额首位。值得注意的是，大金融板块集体回调，华林证券（002945）跌 停，中国平安跌逾4%。 港股方面，"全球大模型第一股"智谱上市首日盘中一度破发，收盘涨逾13%报 ...

同时，《意见》明确推动智能装备迭代和智能终端升级，将加快人工智能与工业母机、工业机器人、智 能网联汽车等融合，培育人形机器人等新业态；打造软件和智能体新业态，推动人工智能与工业软件深 度融合，构建智能体分类分级管理体系。同时，培育企业梯队，打造创新载体。 消息面上，1月7日，工信部等八部门联合印发《"人工智能+制造"专项行动实施意见》（以下简称《意 见》）。其中提出，要强化人工智能算力供给。推动智能芯片软硬协同发展，支持突破高端训练芯片、 端侧推理芯片、人工智能服务器、高速互联、智算云操作系统等关键核心技术。支持开发高水平行业模 型，培育重点行业大模型，打造面向工业细分场景小模型，鼓励大小模型协同创新。同时，《意见》强 调要开展"模数共振"行动，探索建立"数据协同、模型训练、应用开发、安全保障"一体化机制。 工业软件概念8日盘中大幅走高，截至发稿，汉得信息20%涨停，东土科技、赛意信息涨超10%，宝信 软件亦涨停，鼎捷数智等涨超9%。 东莞证券近日指出，近年来，我国持续强化对工业软件行业发展的重视程度，各部门针对工业软件领域 密集出台相关支持政策。2024年9月，工业和信息化部办公厅印发《工业重点行业领域设备 ...

Group 1 - The industrial software sector experienced significant gains on October 13, with notable stocks such as Yingjianke hitting a 20% limit up, Huada Jiutian rising over 16%, and Haocen Software increasing by approximately 8% [1] - U.S. President Trump announced on October 10 that starting November 1, an additional 100% tariff will be imposed on Chinese products, along with export controls on all critical software [1] Group 2 - CITIC Securities indicated that the average tariff level imposed by the U.S. on China is currently around 57%, which could rise to over 150% following the implementation of the additional tariffs and software export restrictions [2] - The specific types of critical software subject to export controls have not yet been clarified by the U.S., but potential categories include database software, operating systems, middleware, office software, security software, and various industrial software [2] - The software mentioned plays a crucial role in enterprise management, daily operations, and manufacturing processes, highlighting the urgent need for domestic alternatives in certain sectors where China faces "bottleneck" challenges [2] - The issuance of state-led ultra-long special bonds began in the second quarter, with funding for domestic innovation and replacement projects gradually being allocated since the third quarter, accelerating the progress of related bidding and project acceptance [2] - Key industries such as finance, telecommunications, and energy are deepening their replacement processes, gradually penetrating core business systems [2] - The Ministry of Industry and Information Technology has set a target to replace 2 million sets of industrial software and 800,000 sets of operating systems by 2027, as outlined in the "Guidelines for Equipment Update and Technological Transformation in Key Industrial Sectors" released in October 2024 [2] - The increasing uncertainty in the international landscape may further accelerate the replacement process [2]