| | 沪股通 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 阿里巴巴-W | -4.3% | -7.36 | 131.44Z | 阿里巴巴-W | | 中芯国际 | -8.5% | -3.24 | 80.15 Z | 中心国际 | | 腾讯控股 | -2.8% | 1.61 | 43.40 Z | 腾讯控股 | | 华虹半导体 | -13.1% | 2.28 | 41.09 Z | 来可半导体 | | 小米集团-W | -0.9% | 7.23 | 33.09 Z | 小米集团-W | | 中兴通讯 | -9.5% | -5.04 | 24.52 Z | 快手-W | | 晶泰控股 | -2.6% | 2.66 | 20.50亿 | 中兴通讯 | | 盈富县金 | -1.6% | -2.39 | 19.14亿 | 南方恒生科技 | | 泡泡玛特 | 0.8% | 3.99 | 17.62 Z | 信达生物 | | 快手-W | -6.8% | 0.39 | 14.31 Z | 面乘控股 | 据统计，南下 ...

智通财经APP获悉，芯片股高开低走，截至发稿，华虹半导体(01347)跌7.13%，报82港元；上海复旦 (01385)跌6.17%，报41.08港元；中芯国际(00981)跌4.68%，报76.4港元；ASMPT(00522)跌2.73%，报 87.45港元。 里昂发布研报称，中国商务部上周宣布将对合共12种稀土元素及相关上下游产品实施进一步出口管制。 考虑到稀土是半导体制造供应链的关键材料，相关管制措施对于海外半导体企业不利，同时将有利于中 国推动本土化替代，使中国半导体企业受惠。此外，美国将对销售至中国的关键软件实施出口管制，里 昂认为随着本土替代必要性提高，中国EDA企业将能受益。 消息面上，闻泰科技子公司安世半导体收到荷兰经济事务与气候政策部下达的部长令和阿姆斯特丹上诉 法院企业法庭的裁决，最核心的是闻泰科技直接丧失了对安世半导体的控制权，比如治理权和投票权 等。分析人士指出，此次事件或短暂冲击市场情绪，半导体产业链自主可控刻不容缓。 ...

里昂发表研究报告指，中国商务部上周宣布将对合共12种稀土元素及相关上下游产品实施进一步出口管 制。考虑到稀土是半导体制造供应链的关键材料，里昂认为相关管制措施对于海外半导体企业属不利， 同时将有利于中国推动本土化替代，使中国半导体企业受惠。此外，美国将对销售至中国的关键软件实 施出口管制，里昂认为随着本土替代必要性提高，中国半导体设计电子设计自动化(EDA)企业将能受 益。 里昂列出可能从今次中美博奕中受惠的企业，包括中芯国际、华虹半导体、长电科技、北方华创、中微 公司、兆易创新，以及一众类比芯片商和EDA企业。 ...

Core Insights - The 25th NEFTEGAZ exhibition will take place from March 2 to March 5, 2026, in Moscow, supported by the Russian Ministry of Energy and EXPOCENTER, highlighting its significance in the oil and gas sector [2] - The previous NEFTEGAZ attracted 779 exhibitors from over 40 countries, with a net exhibition area of 60,000 square meters and 35,000 professional visitors [3] - The Russian oil equipment market is characterized by deepening Asian technological cooperation and a shift towards domestic equipment production due to international sanctions [5][6] Group 1: Exhibition Details - The NEFTEGAZ exhibition is recognized as a key event for promoting development and innovation in the fuel and new energy sectors, receiving strong support from the Russian Ministry of Energy [2] - The exhibition has been certified by UFI and RUEF, making it one of the most influential oil, gas, and petrochemical equipment exhibitions in Russia and the Far East [2] Group 2: Market Dynamics - The Russian oil equipment market is experiencing a dual supply chain system, with an official market shrinking under sanctions while a gray market thrives [5][6] - The conflict in Ukraine has led to increased reliance on low-cost Russian oil processed in Turkey and Hungary, revealing the core contradictions in the Russian oil equipment market [6] - Domestic companies are accelerating localization efforts, with major players like Gazprom and Lukoil adapting to the changing landscape by reviving Soviet-era equipment and enhancing refining capabilities [6] Group 3: Equipment and Services - The exhibition will showcase a wide range of mechanical equipment, instruments, and technical services essential for the oil and gas industry, including drilling, welding, and monitoring equipment [8] - Key categories include machinery for drilling and lifting, valves, pumps, compressors, and various chemical machinery, as well as technical services for exploration and refining [8]

Group 1 - Elon Musk announced the development of a child-friendly AI application called "Baby Grok" by his company xAI, which aims to explore a new niche market and potentially impact xAI's valuation [1] - Meta's Chief Global Affairs Officer stated that the company will not sign the EU's voluntary AI Code of Conduct, which may affect Meta's compliance costs in the EU market and spark discussions on AI regulation transparency and copyright protection [2] - Japan's Rapidus has developed a prototype of a 2nm advanced chip, with plans to achieve mass production of cutting-edge semiconductors by 2027, which may increase attention on Japan's semiconductor sector and local alternatives [3] Group 2 - DuckDuckGo is introducing a new feature that allows users to filter out AI-generated images from search results, responding to user feedback about the quality of AI content, which could enhance user engagement and positively impact the company's business model [4] - OpenAI's reasoning model achieved a gold medal level in the International Mathematical Olympiad (IMO), demonstrating breakthroughs in complex reasoning and creative thinking, which may attract more attention to the AI sector [5]