AI人工智能ETF(512930)，场外联接(平安中证人工智能主题ETF发起式联接A：023384；平安中证人工 智能主题ETF发起式联接C：023385；平安中证人工智能主题ETF发起式联接E：024610)。 风险提示：基金有风险，投资需谨慎。基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资 产，但不保证本基金一定盈利，也不保证最低收益。基金管理人提醒投资人基金投资的"买者自负"原 则，在做出投资决策后，基金运营状况与基金净值变化引致的投资风险，由投资人自行负担。基金的过 往业绩及其净值高低并不预示其未来业绩表现，基金管理人管理的其他基金的业绩不构成对本基金业绩 表现的保证。投资人购买基金，既可能按其持有份额分享基金投资所产生的收益，也可能承担基金投资 所带来的损失。投资人应当认真阅读《基金合同》《招募说明书》等基金法律文件，全面认识本基金的 风险收益特征和产品特性，并根据自身的投资目的、投资期限、投资经验、资产状况等判断基金是否和 投资人的风险承受能力相适应，理性判断市场，谨慎做出投资决策。本材料中相关信息来源于基金管理 人认为可靠的公开资料，相关观点、评估和预测仅反映当前的判断，后续可能有所变 ...

A股算力芯片概念午后拉升，消息面上，OpenAI讨论扩大云服务协议以纳入亚马逊Tranium芯片。此 外，英伟达2026财年第四季度财报，营收、净利润及下一季度指引全面超越市场预期，提振了市场信 心。 东莞证券指出，从海内外已披露业绩或业绩预告的企业情况看，半导体行业整体景气度上行但细分领域 分化，其中AI对算力芯片、存储芯片、晶圆代工等细分领域的需求端拉动作用明显，而非AI相关细分 则呈温和复苏态势，部分细分领域如消费类电子，因AI需求挤占存储等资源导致成本上升，景气整体 承压。展望后续，建议继续关注AI带来的高景气细分领域的投资机会，如算力、存力、先进封装、先 进制程晶圆代工、半导体设备与材料等。 截至2026年2月26日 13:45，上证科创板100指数(000698)强势上涨，成分股安路科技上涨13.11%，华曙 高科上涨13.05%，华丰科技上涨11.26%，云天励飞，信科移动等个股跟涨。科创100ETF鹏华(588220) 上涨1.22%，最新价报1.58元。 科创100ETF鹏华(588220)，场外联接(A：019861；C：019862；I：022845)。 MACD金叉信号形成，这些股涨势 ...

Core Viewpoint - The A-share computing chip sector experienced a significant rally in the afternoon, with notable gains in several companies, indicating a positive market sentiment towards this industry [1] Company Summaries - Cambricon Technologies saw an increase of nearly 10% in its stock price, reflecting strong investor interest [1] - Other companies that followed suit include Yuntian Lifei, Haiguang Information, Dongxin Co., Chipone Technology, and Moer Thread, all of which also experienced stock price increases [1]

（文章来源：每日经济新闻） 每经AI快讯，2月26日午后，算力芯片概念拉升，寒武纪涨近10%，云天励飞、海光信息、东芯股份、 芯原股份、摩尔线程等跟涨。 ...

Market Performance - The A-share market in the Year of the Snake concluded with all major indices showing positive performance, with the Shanghai Composite Index rising by 25.58%, the Shenzhen Component Index increasing by 38.84%, and the ChiNext Index leading with a 58.73% gain [1] - Daily trading volume in the A-share market has become active, with an average daily turnover of 1.89 trillion yuan, representing a nearly 70% increase compared to the previous year, and days with turnover exceeding 2 trillion yuan accounting for 35% [1] Investor Sentiment - A survey indicated that 69.23% of private equity institutions are optimistic about the market's performance after the Spring Festival, believing that the market has undergone sufficient consolidation and is likely to stabilize and rise [2] - 62.16% of private equity institutions plan to maintain high positions (over 80% of their portfolios) during the holiday, indicating confidence in structural opportunities [2] New Investment Tools - The China Securities Index Company announced the upcoming launch of the CSI Hong Kong Stock Connect Robotics Theme Index and the CSI US Stock 30 Index, set to be released on February 27, 2026, which will enhance cross-border investment options [3] Risk Warnings from Companies - Several companies with significant short-term stock price increases issued risk warnings, including Honghe Technology, which cautioned about its stock price surge despite no major changes in its business [4] - Other companies like Zhangyue Technology and Decai Co. also clarified their business situations to mitigate speculative trading risks, reflecting a regulatory and self-discipline approach to prevent excessive speculation [5]

Group 1 - The three major indices collectively rose, with the Shanghai Composite Index up 0.05%, the Shenzhen Component Index up 0.86%, and the ChiNext Index up 1.32% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.14 trillion, an increase of 157.5 billion compared to the previous trading day [1] - The computing power industry chain experienced a collective surge, with concepts such as computing power leasing and CPO seeing significant gains [1] Group 2 - Huatai Securities predicts that the development of Agentic AI will drive demand, marking the arrival of the AI era for CPUs, with a supply-demand imbalance expected in the short term due to Intel's slow capacity ramp-up [2] - Zhongtai Securities notes that the AI-driven trend towards thinner electronic fabrics has led to unexpected price increases, with prices rising by 11% for certain fabric types, indicating a tight supply situation [2] - CITIC Construction Investment highlights that ongoing restrictions on shadow fleets have reduced effective shipping capacity, increasing freight rates and enhancing the value of shipping stocks, with approximately 16% of VLCCs classified as restricted vessels [3]

Group 1 - Over 150 funds have announced a suspension of related business during the Spring Festival, with most products pausing from February 12 and resuming on February 24 [1] - Many public fund institutions are optimistic about holding stocks during the holiday, citing historical data, policy environment, and capital flow as supporting factors for a higher success rate [2] - Increasing interest in inquiry transfer among fund companies, with 12 listed companies having conducted inquiry transfers since 2026, involving several prominent public fund institutions [3] Group 2 - Fund manager Chen Junjie from Harvest Fund emphasizes that the core logic of technology investment remains unchanged, focusing on three dimensions: cost reduction in models, integration of edge AI with existing hardware, and breakthroughs in domestic computing power supply chains [4] - The three major indices collectively rose, with the ChiNext Index and the Sci-Tech Innovation 50 Index both increasing by over 1%, driven by a surge in the computing power industry chain [5] - ETFs related to Brazil and French markets saw significant gains, with Brazil ETF rising over 6% and French and Sci-Tech chip design ETFs increasing by over 4% [6] Group 3 - The "14th Five-Year Plan" includes plans for the State Grid to establish a new type of grid platform, which is expected to support the development of virtual power plants and microgrids, enhancing the potential for energy trading and comprehensive energy services [9]

Market Overview - On February 12, A-shares closed with major indices collectively rising, with the Shanghai Composite Index up 0.05%, Shenzhen Component Index up 0.86%, ChiNext Index up 1.32%, and the Sci-Tech Innovation Index up 1.56% [1] - The total trading volume reached 2.16 trillion yuan, an increase of 159.7 billion yuan compared to the previous trading day [1] - Over 3,200 stocks declined while more than 2,100 stocks rose [1] Sector Performance - The CPO concept saw significant gains, with stocks like Taicheng Light (300570), Tianfu Communication (300394), and Xiechuang Data (300857) rising over 10% [1] - The power grid equipment sector strengthened, with stocks such as Hancable (002498), Sifang Co. (601126), and Wangbian Electric (603191) hitting the daily limit [1] - The semiconductor sector also surged, with Chip Origin (芯原股份) achieving substantial gains [3] - The film and television sector continued to decline, with Hengdian Film (603103) and Bona Film (001330) hitting the daily limit down [1] Notable Stocks - Tianfu Communication reached a new historical high for the second time this week, closing up 14.38% and currently has a market capitalization of 256 billion yuan [1] - Chip Origin (芯原股份) rose over 10%, reaching a historical high with a total market value exceeding 140 billion yuan [3] Industry Trends - The shipping sector continued to strengthen, particularly in oil transportation, with China Merchants Energy (600026) hitting the daily limit and achieving a historical high [8] - The geopolitical situation since 2026 has heightened shipowner sentiment, leading to increased rental control in the market, with oil transportation rates remaining high [8] New Listings - The newly listed company N Haisheng saw its stock price surge over 200%, triggering a trading halt. The company specializes in anesthesia and monitoring medical devices [12]

每经记者｜杜波 每经编辑｜陈柯名 记者|杜波 编辑|陈柯名 杜恒峰 校对|程鹏 2月12日A股收盘，主要指数集体收涨。沪指上涨0.05%，深成指上涨0.86%，创业板指上涨1.32%，科创综指上涨1.56%。总成交额2.16万亿元，较上一个 交易日放量1597亿元。 全市场超3200只个股下跌，超2100只个股上涨。盘面上，CPO概念大涨，太辰光、天孚通信、协创数据等多股涨超10%；电网设备概念走强，汉缆股份、 四方股份、望变电气等多股涨停；半导体板块拉升，芯原股份等大涨；影视院线板块延续回调，横店影视、博纳影业跌停。此外，通信设备、小金属、汽 车芯片、抽水储能、消费电子等概念涨幅居前，零售、白酒、乳业、预制菜、免税店等板块跌幅居前。 | < W | | 板块眼踪 | | 1 ( . | | --- | --- | --- | --- | --- | | 概念 | 行业 | 地域 | 风格 | 核心 | | 列表 ⇌ | | | 按今日 涨跌幅排序 | | | 光模块(CPO +5.81% | | 光芯片 +5.41% | 光电路交换机 +4.76% | 光通信 +4.10% | | AI算力 +3.95% ...

Group 1 - The three major indices collectively rose, with the ChiNext Index and the Sci-Tech 50 Index both increasing by over 1%. The total trading volume in the Shanghai and Shenzhen markets reached 2.16 trillion yuan, an increase of 159.7 billion yuan compared to the previous trading day [1] - The computing power industry chain experienced a collective surge, with significant gains in computing power leasing concepts. Major companies like Dazhi Technology and Capital Online saw their stocks hit the daily limit [1] - The Ministry of Industry and Information Technology announced plans to develop national computing power interconnection nodes, aiming to enhance the efficiency and service level of public computing resources and promote high-quality development in the computing power sector [1] Group 2 - The CPO concept saw rapid gains, with leading company Tianfu Communication's stock rising by 11.61% to a historical high of 322 yuan per share, bringing its market capitalization to 250.33 billion yuan [2] - The computing power chip concept also rose in the afternoon, with companies like Chipone Technology experiencing over a 10% increase in stock price [2] - The electric grid equipment sector showed strong performance, with companies like Siyuan Electric and Sifang Co. reaching new highs, while other companies in the sector also saw significant stock price increases [2]