每周日至每周四22:00推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解 禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热 点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①光模块+商业航天+卫星互联网+算力+存储芯片！这家公司图像AI智能芯片可应用于商业航天；②低空经 济+商业航天+光伏+国产芯片+机器人！这家公司业务团队与相关客户就新型光伏异质结电池中应用已展 开对接；③PCB+光伏+DeepSeek+可控核聚变！公司拟实施新增PCB钻针棒3000万支/年项目。 前言 ...

证券研究报告 | 策略点评 2026 年 02 月 10 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 投资策略研究 粤开市场日报-20260210 今日关注 指数涨跌情况：今日 A 股主要指数多数上涨。截止收盘，上证指数涨 0.13%， 收报 4128.37 点；深证成指涨 0.02%，报 14210.63 点；科创 50 涨 0.91%， 收报 1471.50 点；创业板指跌 0.37%，收报 3320.54 点。总体上，全天个股 涨少跌多，Wind 数据显示，全市场 2129 只个股上涨，3122 只个股下跌，159 只个股收平。沪深两市今日成交额合计 21055 亿元，较上个交易日缩量 1439 亿元。 行业涨跌情况：今日申万一级行业涨跌参半，传媒、综合、家用电器等涨幅 靠前，涨幅分别为 4.27%、2.15%、1.11%，房地产、食品饮料、商贸零售等 跌幅靠前，跌幅分别为 1.40%、1.31%、0.87%。 概念板块涨跌情况：今日涨幅居前概念板块为谷子经济、短剧游戏、中文 语料库、虚拟人、文化传媒主题、Kimi、网红经济、 ...

封面图片|视觉中国（图文无关） 2月6日，市场低开高走后，尾盘再度回落翻绿。截至收盘，沪指跌0.25%，深成指跌0.33%，创业板指跌0.73%。沪深两市成交额2.15万亿，较上一个交易 日缩量305亿。全市超2700股上涨，超2500股下跌。 每经记者｜杜恒峰 每经编辑｜段炼 记者|杜恒峰 编辑|段炼 易启江 校对|金冥羽 | 酒鬼酒 | 56.38 | -3.72% | +0.20% | | --- | --- | --- | --- | | SZ000799 | | | | | 相关度高 | | | | | 舍得酒业 | | | | | SH600702 | 57.25 | -3.64% | +0.23% | | 相关度高 | | | | | 古井贡酒 | | | | | SZ000596 | 133.69 | -3.14% | +0.35% | | 业绩龙头5 市值龙头6 | | | | | 今世缘 | | | | | SH603369 | 33.34 | -3.08% | -0.03% | | PEG 龙头 10 业绩龙头 6 | | | | | 水井坊 | | | | 从历史经验来看，不论大盘走势 ...

年初至今，一项衡量中国内地科技股的指数已上涨12%，表现跑赢香港以及美国的同类指数，因投 资者纷纷涌入。从芯片到人形机器人再到商用火箭等领域的每日进展，以及大量计划中的股票上市，共 同推动了这股热潮。 展望未来，Rasid认为人工智能支出和更有利的政策将成为推动中国科技股的关键催化剂。 "我们确实认为中国在科技领域仍然有很多机会。"该公司的全球市场策略师Raisah Rasid在新加坡 的一次简报会上表示："你们将会看到越来越多机器人技术的进步，以及更多DeepSeek时刻。" 摩根资产管理表示，随着中国加大力度创建更多类似DeepSeek的公司，中国科技股将继续受益于 技术突破。 ...

Group 1 - Morgan Asset Management indicates that Chinese technology stocks will continue to benefit from technological breakthroughs as China intensifies efforts to create more companies similar to DeepSeek [1] - The company's global market strategist, Raisah Rasid, stated that there are still many opportunities in the technology sector in China [1] - There will be increasing advancements in robotics technology and more "DeepSeek moments" expected in the future [1]

Core Viewpoint - The stock of Aikelan has experienced a consecutive two-day limit-up, indicating strong market interest and performance [1] Financial Performance - In Q3 2025, the company's net profit attributable to shareholders increased by 88.57% year-on-year, reflecting robust financial health [1] - The net cash flow from operating activities has also improved year-on-year, indicating better cash management [1] Shareholder Stability - The pledge ratio of the controlling shareholder has decreased, enhancing the stability of control over the company [1] Business Development - The company is expanding into a computing power leasing service platform while focusing on the research and production of engine exhaust after-treatment products, which meet strict environmental emission standards [1] - There is an anticipated growth in industry demand for these environmentally compliant products [1] Market Interest - The company is involved in multiple sectors, including AI healthcare and DeepSeek, which have attracted significant market attention [1]

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday at 22:00, which include significant stock market updates such as suspensions, investments, acquisitions, and performance reports, helping investors identify potential opportunities and risks [1] - A company specializing in internet digital marketing has gained recognition from leading clients like Xiaohongshu, launching multiple AI application robots [1] - Another company has set a target for AI revenue between 500 million to 600 million yuan by 2026, focusing on AI, cloud computing, and low-altitude economy [1] - A company involved in brain-computer interfaces and AI pharmaceuticals aims to achieve revenue exceeding 110,000 yuan from its brain-computer interface products by 2025 [1]

Market Overview - The A-share market indices all rose today, with the Shanghai Composite Index increasing by 1.09% to close at 4165.29 points, the Shenzhen Component Index rising by 1.75% to 14366.91 points, the Sci-Tech 50 up by 2.43% to 1511.84 points, and the ChiNext Index gaining 1.82% to 3388.34 points [1][10] - Overall, 4141 stocks rose while 1179 stocks fell, with a total trading volume of 3601.4 billion yuan, an increase of 478.7 billion yuan compared to the previous trading day [1] Industry Performance - Among the Shenwan first-level industries, the leading sectors included Media, Computer, National Defense and Military Industry, Social Services, and Communication, with respective increases of 7.80%, 7.26%, 5.66%, 3.21%, and 2.74% [1][14] - Conversely, the Oil and Petrochemical, Coal, and Real Estate sectors experienced declines, with decreases of 1.00%, 0.47%, and 0.29% respectively [1][14] Concept Sectors - The top-performing concept sectors today included Kimi, Pinduoduo partners, Xiaohongshu platform, Satellite Internet, ChatGPT, Intelligent Agents, Virtual Humans, DeepSeek, Chinese Corpus, AIGC, Internet Celebrity Economy, Douyin Doubao, Multimodal Models, WEB3.0, and Commercial Aerospace [2][12]

Group 1 - The A-share market showed mixed performance on January 12, with the Shanghai Composite Index reaching a nearly 10-year high, while the ChiNext Index experienced a notable decline. The AI application sector saw a significant surge, with concepts like virtual humans, DeepSeek, AIGC, and intelligent agents collectively rising [1] - The only electric grid equipment ETF (159326) in the market experienced a slight decline of 0.44% with a trading volume of 215 million yuan. Key holdings such as China Xidian surged over 7%, along with other stocks like Baosheng Co., Sanhui Electric, Tongguang Cable, and McCaw [1] - The electric grid equipment ETF (159326) has seen a net inflow of over 200 million yuan this year, reaching a new high of 4.353 billion yuan, making it the largest power-related ETF in the market [1] Group 2 - The global data center power shortage has become a consensus, with tech giants like Microsoft and Nvidia acknowledging that power is a bottleneck for AI. Coupled with aging power grids in Europe and the U.S., Goldman Sachs estimates that investments in global digital infrastructure and energy systems driven by AI will reach 5 trillion dollars over the next decade, with electric grid equipment being a direct beneficiary of this investment wave [1] - CITIC Securities predicts that global investment in power grids will exceed 400 billion dollars, indicating sustained high demand. AI is expected to significantly drive global electricity demand growth, leading to a marked increase in the demand for supporting electrical equipment [1]

个人观点仅供参考，文章中任何内容均不对您构成任何投资建议，据此操作，风险自担。 股市有风险，投资需谨慎。 资讯所属栏目还有更多独家策划、专家专栏，免费查阅>> 大盘这边，正如昨晚所说，你先不用去管什么时候调整，因为每次调整都是倒车接人的机会，这就是你 持股的底气，而且这里表现的越强，等调整时踏空资金介入的才更加坚决，当然类似于这两天这种放量 拉升也不可能每天上演，所以明后天可能会逐步显露出一些分歧特征，不过还是那句话，分歧就是倒车 接人的机会，即便有调整幅度也不会太大，等大盘真要调整的时候，我们也会及时提醒大家的。 来自深圳市新兰德证券投资咨询有限公司【马爱华】【执业编号：A0780623080001】 大盘13连阳，做不对题材都白搭，明天又有哪些题材值得关注？咱们先看图中所示，首当其冲仍是咱们 一直提示的商业航天，别看昨天强度不如脑机，我们的建议很简单，分歧就是低吸的良机，不过商业航 天运行至今内部分化开始加大，此时关注的方向有两块， 一块是高位核心辨识度的高抛低吸，另一块 是低位新出的补涨，中位股的风险可能会逐步加大。 至于脑机接口，别看今天强度仍排第一，但是很明显涨停的全是二板，首板居然是0，正如昨晚所 ...