本文源自：金融界AI电报 港股芯片股盘初走高，中芯国际(00981.HK)涨超5%，华虹半导体(01347.HK)涨超3%，天域半导体 (02658.HK)、上海复旦(01385.HK)、英诺赛科(02577.HK)等个股跟涨。 ...

Group 1 - The median annualized yield of money market funds has dropped to 1.23%, a nearly 20% decrease since the beginning of the year, with over 130 products falling below the 1% threshold [1] - The latest yield of Tianhong's Yu'ebao is reported at 1.02%, approaching the 1% mark [1] - Public funds have participated in private placements exceeding 35 billion yuan since the beginning of 2025, with over 40% allocated to hard technology sectors, indicating a proactive capital allocation towards emerging industries [1] Group 2 - Insurance capital has invested over 109.7 billion yuan in private equity funds this year, marking a 55.85% increase compared to the same period last year [2] - The Shanghai Stock Exchange has seen a significant increase in refinancing approvals, with nearly 690 billion yuan raised this year and a notable acceleration in review efficiency [2] - There are currently 256 securities eligible for investor claims due to clear violations, with six companies approaching the end of their litigation period [2] Group 3 - The scale of technology innovation bonds has surpassed 1.7 trillion yuan, reflecting a growing ecosystem in the bond market aimed at supporting technological advancements [3] - The People's Bank of China has initiated measures to promote the construction of a "technology board" in the bond market, enhancing financing channels for tech enterprises [3] Group 4 - China National Offshore Oil Corporation announced the discovery of the Qinhuangdao 29-6 oil field, marking the seventh billion-ton oil field found in the Bohai Sea since 2019, which is significant for national energy security [4] - Nvidia plans to deliver H200 AI chips to Chinese customers before the Lunar New Year, with an expected shipment of 5,000 to 10,000 modules, although uncertainties remain regarding the approval of these orders [4] Group 5 - Zhejiang Youbang Integrated Ceiling Co., Ltd. is planning a change in control, leading to a temporary suspension of its stock trading [12] - A subsidiary of Dongfang Yuhong has reported a telecom fraud incident involving approximately 1.7183 million USD, with measures taken to mitigate losses [9] - Xinhua New Materials intends to acquire 70% of Dongwang Technology for 140 million yuan, aiming to enhance its capabilities in AI and digital transformation [11]

盘前要闻 1、英伟达放风春节前向中国客户交付H200芯片 类型：行业 情绪影响：正面 多位知情人士透露，英伟达已告知中国客户，计划于明年2月中旬，即春节前向中国客户交付其性能排 名第二的人工智能芯片H200。还表示，英伟达计划动用库存履行首批订单，预计发货总量为5000至 10000套芯片模组，相当于约4万至8万颗H200芯片。不过能否顺利交付仍存在较大不确定性。 2、我国自动驾驶正式进入量产!北京发放首批L3级车辆专用号牌 类型：行业 情绪影响：正面 12月23日，北京首批L3级自动驾驶车辆专用号牌正式发放给三辆智能网联汽车，这是国内首批发放的 L3级自动驾驶车辆专用号牌。标志着我国自动驾驶车辆已由测试示范进展到正式量产。研究认为，随 着特斯拉Robotaxi的持续放量验证，以及中国L3车型制度化落地，高阶自动驾驶产业拐点正加速到来。 3、伦铜突破12000美元、黄金涨破4500，贵金属牛市继续扩散 类型：市场 情绪影响：正面 在地缘政治紧张局势升级、以及美联储进一步降息预期的推动下，黄金和白银再度飙升至历史新高。截 至发稿，现货黄金首次涨破4500美元/盎司关口，白银每盎司超71美元。而伦铜突破12000 ...

12月23日，炬芯科技跌0.04%，成交额1.67亿元。两融数据显示，当日炬芯科技获融资买入额2722.71万 元，融资偿还2804.68万元，融资净买入-81.97万元。截至12月23日，炬芯科技融资融券余额合计5.02亿 元。 截至9月30日，炬芯科技股东户数2.10万，较上期增加22.56%；人均流通股8357股，较上期减少2.20%。 2025年1月-9月，炬芯科技实现营业收入7.22亿元，同比增长54.74%；归母净利润1.52亿元，同比增长 113.85%。 分红方面，炬芯科技A股上市后累计派现9935.04万元。 机构持仓方面，截止2025年9月30日，炬芯科技十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股380.07万股，为新进股东。泰信中小盘精选混合（290011）位居第三大流通股东，持股 240.00万股，相比上期减少60.00万股。富国新兴产业股票A（001048）位居第五大流通股东，持股 195.25万股，相比上期减少79.12万股。信澳新能源产业股票A（001410）位居第六大流通股东，持股 194.25万股，相比上期减少36.92万股。泰信鑫选混合A（001970） ...

恒生指数小幅高开0.02%，恒生科技指数涨0.07%。盘面上，芯片概念强势，中芯国际涨超2%，华虹半 导体涨超1%；科网股跌幅居前，美团跌近1%。 华泰证券表示，当前市场依然在左侧布局区间，右侧拐点尚未清晰。市场对春季躁动提前的一致预期较 强，但港股年底仍有供需压力，"Santa rally"有不确定性，一季度或是胜率更高的阶段。11月以来二次 探底过程中，被动/个人投资者是主要增量，境内外机构主动买入均不同程度放缓，年初重配置和人民 币升值是资金面改善的下阶段动力。 国投证券认为，随着"圣诞行情"窗口期的临近，历史数据显示美股在年末往往表现较为强劲。尽管2026 年加息与通胀路径仍存分歧，但近期科技巨头展现出的融资能力与资本开支决心，令机构投资者相信 AI驱动的增长故事仍未结束，近期回调反而为长线资金提供了布局良机。 银河证券认为，建议关注：(1)科技板块仍是中长期投资主线，经历前期调整后估值回落，在多重利好 因素提振下，有望反弹回升。(2)消费板块有望获得较大力度政策支持，且当前估值处于相对低位，中 长期上涨空间较大，后续需关注政策落地力度及消费数据改善情况。 广发基金表示，流动性扰动偏短期影响，调整后港 ...

Group 1 - The core business of Guoxin Technology includes providing IP licensing, chip customization services, and self-developed chips and modules, primarily applied in information security, automotive electronics, and industrial control [2] - As of September 30, Guoxin Technology reported a revenue of 259 million yuan, a year-on-year decrease of 44.92%, and a net profit attributable to shareholders of -127 million yuan, a slight decrease of 0.03% year-on-year [2] - The company has a total of 25,700 shareholders, a decrease of 3.43% from the previous period, with an average of 13,085 circulating shares per person, an increase of 31.62% [2] Group 2 - On December 23, Guoxin Technology's stock price fell by 0.86%, with a trading volume of 245 million yuan [1] - The financing buy-in amount on December 23 was 33.32 million yuan, with a net financing buy of 5.59 million yuan, while the total financing and securities balance reached 419 million yuan [1] - The company has distributed a total of 120 million yuan in dividends since its A-share listing, with 59.99 million yuan distributed in the last three years [3]

截至9月30日，安路科技股东户数1.53万，较上期增加6.57%；人均流通股26195股，较上期减少6.17%。 2025年1月-9月，安路科技实现营业收入3.68亿元，同比减少25.79%；归母净利润-1.91亿元，同比减少 21.08%。 机构持仓方面，截止2025年9月30日，安路科技十大流通股东中，香港中央结算有限公司位居第九大流 通股东，持股529.14万股，为新进股东。银河创新混合A（519674）退出十大流通股东之列。 责任编辑：小浪快报 融券方面，安路科技12月23日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量1.92万股，融券余额49.85万元，低于近一年40%分位水平，处于较低位。 资料显示，上海安路信息科技股份有限公司位于中国(上海)自由贸易试验区中科路1867号C座8、11、12 层，成立日期2011年11月18日，上市日期2021年11月12日，公司主营业务涉及FPGA芯片和专用EDA软 件的研发、设计和销售。主营业务收入构成为：芯片销售收入89.36%，技术服务收入8.32%，其他(补 充)2.32%。 12月23日，安路科技跌0.50% ...

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Core Viewpoint - Alphabet, Google's parent company, has seen a significant market value increase of approximately $530 billion in November, driven by strong expectations regarding its dominance in the AI sector, particularly with the launch of its TPU chips, which are seen as a direct challenge to Nvidia's market position [1][2]. Group 1: Leadership and Strategy - Sundar Pichai, the CEO of Google, is recognized for his calm and strategic leadership during critical times, successfully guiding the company through challenges and positioning it for future growth [2][10]. - Pichai's background as a product manager has shaped his approach to leadership, emphasizing product experience and user engagement [5][10]. - Under Pichai's leadership, Alphabet's market value increased from $300 billion in 2015 to $930 billion in 2019, showcasing his effective management and strategic vision [10]. Group 2: AI and Technological Advancements - The launch of Gemini 3.0, Google's latest AI model, has surpassed competitors like GPT-5 in benchmark tests, marking a significant comeback for Google in the AI landscape [12][16]. - Google's TPU chips, designed specifically for AI computations, have become a competitive advantage, reducing operational costs significantly compared to Nvidia's GPUs [17][18]. - The integration of Gemini 3.0 across Google's product ecosystem allows for seamless user experiences and enhances the company's advertising revenue, which reached $741.8 billion in Q3 [23][24]. Group 3: Organizational Culture and Management Style - Pichai's management style is characterized by humility and a collaborative approach, fostering a positive internal culture at Google [25][26]. - His ability to communicate effectively with diverse teams has been crucial in aligning Google's various departments towards common goals [10][26]. - Pichai's focus on working with talented individuals has been a key factor in Google's strategic decisions, especially in the face of competition from OpenAI [27][28].

华见早安之声 市场概述 科技股力挺 三大美股指低开高走、 四连阳， 标普收创最高纪录；芯片关税消息后， 英伟达大 涨3%；特斯拉回落超0.6%，科技七巨头中独跌；矿业股 Freeport McMoRan涨2.5%；"口服版减肥神药"在美率先获批后， 诺和诺德欧股涨超9%，带动泛欧股指四日内三度收创历史新高。 法国通过短期预算案，十年期法债领涨同期欧债。 美GDP强劲打击降息预期，GDP后， 美债价格 止涨回跌、收益率抹平降幅、一度刷新近两周高位；美元指数收窄跌幅、靠近日高。日本高官暗示准备干预 后，日元两日反弹； 离岸人民币连创14个月新高、 一年多来首次盘中涨破7.02；比特币盘中较日高跌超2%、跌破8.7万美元。 金银铜继续创历史新高，现货 金银盘中分别涨超1%和近4%，但 在美GDP后曾"闪跌"；伦铜史上首次涨破1.2万美元；美国继续发力切断委内瑞拉石油贸 易， 原油五连阳、收创至少近两周新高，五日涨近6%。 亚洲时段，A股三大指数冲高回落、小幅收涨，海南板块延续强势，商业航天概念下挫。 要闻 中共中央总书记对央企工作作出重要指示强调，充分认识职责使命，更好服务党和国家工作大局，为中国式现代化建设贡献更 ...