下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 | 发行人基本情况 | | | | | --- | --- | --- | --- | | 公司全称 | 沐曦集成电路(上海) | 证券简称 | 沐曦股份 | | 股份有限公司 | | | | | 证券代码/网下申 | 688802 | 网上申购代码 | 787802 | | 购代码 | | | | | 网下申购简称 | 沐曦股份 | 网上申购简称 | 沐曦申购 | | 本次发行基本情况 | | | | | 定价方式 | 网下初步询价确定发行 价格,网下不再进行累 | 本次发行数量(万股) | 4,010.0000 | | 计投标询价 | | | | | 发行后总股本(万 | 40,010.0000 | 本次发行数量占发行 | 10.02 | | 股) | | 后总股本比例(%) | | | 高价剔除比例(%) | 2.9945 | 四数孰低值(元/股) | 111.3353 | | 本次发行价格(元/ | | 本次发行价格是否超 | | | 股) | 104.66 | 出四数孰低值,以及 | 合 | | 发 ...

| स्टेस | 起始日 | 结束日 | 启动原因 | | | 躁动行情期间 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 区间领涨风格 | | 区间领涨行业 | | | 2008 年 | 2008/11/5 | 2009/2/16 | "四万亿"政策 | 先进制 | 科技 | 建筑材料 | 有色金属 | 国防军工 | | | | | | 造 | | (119%) | (107%) | (103%) | | 2009 年 | 2009/9/30 | 2010/1/19 | 国内企业盈利增长强劲、海 | 科技 | 医药医 | 计算机 | 电子 | 社会服务 | | | | | 外 QE | | 疗 | (54%) | (53%) | (49%) | | 2010 年 | 2011/1/26 | 2011/4/18 | 经济增长预期未证伪,通胀 | 周期 | 金融地 | 建筑材料 | 钢铁 | 基础化工 | | | | | 压力回落 | | 产 | (30%) | (28%) | (27%) | | 2011 ...

今日沪深两市主力资金开盘净流出107.61亿元，尾盘净流出37.35亿元，全天净流出452.5亿元。 截至收盘，上证指数收报3878点，下跌0.51%；深证成指收报12955.25点，下跌0.78%；创业板指收报3036.79点， 下跌1.12%。两市合计成交16699.62亿元，较上一交易日增加765.32亿元。 1.两市主力资金净流出超450亿元 | | | 沪深两市最近五个交易日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | 尾盘净流入 | 超大单净买入 | | 2025-12-3 | -452.50 | -107. 61 | -37. 35 | -214. 99 | | 2025-12-2 | -310. 83 | -136.81 | -36. 65 | -194. 57 | | 2025-12-1 | -3. 43 | -9.06 | 10. 36 | 40. 37 | | 2025-11-28 | 68. 25 | -61.72 | 40. 10 | 92. 02 | | 2025-11-27 | ...

Core Insights - The A-share market has seen a significant increase in equity financing in 2023, with a total of approximately 1.01 trillion yuan raised in the first 11 months, representing a year-on-year growth of about 310% [1] - The main contributors to this financing are private placements, which accounted for over 80% of the total, with a fivefold increase in fundraising compared to the previous year [2] - The IPO market has also shown growth, with 98 new listings raising 100.36 billion yuan, a 72.9% increase year-on-year, primarily driven by large IPOs from emerging industries [6] Group 1: Equity Financing Overview - Total equity financing in A-shares reached approximately 1.01 trillion yuan, with IPOs contributing 100.36 billion yuan, private placements 846.83 billion yuan, and convertible bonds 59.13 billion yuan [1] - Private placements have become the dominant financing method, with 149 companies completing placements, a 17.32% increase, and total funds raised surging by 5.03 times [2] - The top 10 companies in private placements included four banks and two brokerages, with China Bank raising 165 billion yuan, Postal Savings Bank 130 billion yuan, and others exceeding 100 billion yuan [2] Group 2: IPO and Convertible Bonds - The IPO market has seen 98 new listings, with a 10.1% increase in the number of IPOs and a 72.9% increase in funds raised compared to the previous year [6] - Emerging industries accounted for over 80% of IPOs, indicating a shift towards technology-driven companies [6] - Convertible bonds have also seen growth, with 40 bonds issued, raising a total of 59.1 billion yuan, a 31.8% increase year-on-year, despite a decrease in the number of issuances [6][7]

12月3日，A股市场整体下跌。 截至收盘，上证指数收报3878点，下跌0.51%；深证成指收报12955.25点，下跌0.78%；创业板指收报3036.79点，下跌 1.12%。两市合计成交16699.62亿元，较上一交易日增加765.32亿元。 1. 两市主力资金净流出超450亿元 今日沪深两市主力资金开盘净流出107.61亿元，尾盘净流出37.35亿元，全天净流出452.5亿元。 | | | 沪深两市最近五个交易日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | 尾盘净流入 | 超大单净买入 | | 2025-12-3 | -452. 50 | -107. 61 | -37. 35 | -214. 99 | | 2025-12-2 | -310. 83 | -136.81 | -36. 65 | -194. 57 | | 2025-12-1 | -3. 43 | -9.06 | 10. 36 | 40. 37 | | 2025-11-28 | 68. 25 | -61. 72 | 40. 10 | 92. 0 ...

Investment Rating - The report assigns a "Buy" rating with a target price of $330.00, indicating a potential upside of 15.19% from the current price of $286.19 [3][31]. Core Insights - The report highlights that iPhone 17 sales have reached a record high, and the service business continues to show strong growth, with service revenue increasing by 15.1% year-over-year [5][23]. - The company is expected to experience a robust product cycle over the next three years, driven by effective user upgrade demand, with a projected revenue CAGR of 7.0% and an EPS CAGR of 10.9% [5][31]. Financial Summary - For the fiscal year ending September 28, 2024, total revenue is projected to be $391.035 billion, with a year-over-year growth of 2.02% [4]. - Net profit for FY2024 is estimated at $93.736 billion, with diluted earnings per share (EPS) of $6.1, reflecting a slight decrease of 0.84% [4]. - The company reported total revenue of $102.47 billion for the latest quarter, a 7.9% increase year-over-year, surpassing Bloomberg consensus estimates [5][7]. - Gross profit for the quarter was $48.34 billion, with a gross margin of 47.2%, exceeding expectations [5][7]. Product Performance - iPhone revenue for the latest quarter was $49.03 billion, showing a year-over-year increase of 6.1%, with an average selling price (ASP) of $837 [16][20]. - The introduction of the iPhone 17 series has effectively stimulated user upgrade demand, with expectations of sales approaching 250 million units due to favorable product upgrades and low inventory levels [18][19]. Service Business Growth - Service revenue reached $28.75 billion, accounting for 28.1% of total revenue, with significant growth across various service segments [5][23]. - The company is experiencing a surge in customer engagement, with the number of paid accounts reaching historical highs [23]. Regional Performance - Revenue from the Americas, Greater China, Europe, Japan, and other Asia-Pacific regions for the latest quarter was $44.2 billion, $14.5 billion, $28.7 billion, $6.6 billion, and $8.4 billion, respectively [9][14]. Future Outlook - The company anticipates a revenue growth of approximately 10%-12% for FY26Q1, with iPhone revenue expected to achieve double-digit growth [8]. - The gross margin for the next quarter is projected to be between 47%-48%, with a manageable impact from tariffs due to a reduction in Chinese tariffs [8].

股票简称：摩尔线程 股票代码：688795 摩尔线程智能科技（北京）股份有限公司 （北京市海淀区翠微中里 14 号楼四层 B655） 首次公开发行股票科创板上市公告书 保荐人（主承销商） 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 副主承销商 （深圳市福田区福田街道福华一路 111 号） （上海市浦东新区银城中路 200 号中银 大厦 39 层） （广东省广州市黄埔区中新广州知识城 腾飞一街 2 号 618 室） 二〇二五年十二月 摩尔线程智能科技（北京）股份有限公司 上市公告书 特别提示 摩尔线程智能科技（北京）股份有限公司（以下简称"摩尔线程""本公 司""发行人""公司"）股票将于 2025 年 12 月 5 日在上海证券交易所科创 板上市。 根据《上海证券交易所科创板上市公司自律监管指引第 5 号——科创成长 层》，上市时未盈利的科创板公司，自上市之日起纳入科创成长层。截至本公 告披露日，摩尔线程尚未盈利，自上市之日起将纳入科创成长层。 普通投资者参与科创成长层股票或者存托凭证交易的，应当符合科创板投 资者适当性管理的要求，并按照上海证券交易所有关规定，在首次参与交易前 以纸面或者电子 ...

Group 1 - The main point of the news is that the market experienced a significant net outflow of funds, totaling 452.5 billion yuan, with only two industries seeing net inflows [1] - Among the industries, the transportation and non-ferrous metals sectors had the highest gains, both exceeding 0.6%, while 25 sectors saw declines, with media and computer industries dropping over 2% [1] - The non-ferrous metals industry led the net inflow of funds, attracting 2.99 billion yuan, while the coal industry saw a modest inflow of over 45 million yuan [1] Group 2 - The stock N China Uranium received a net inflow of 3.671 billion yuan, marking a significant increase of over 280% on its first trading day [2] - Tianfu Communication followed with a net inflow of 1.369 billion yuan, with its stock price rising over 7% [2] - BOE Technology Group saw a net inflow of 1.084 billion yuan, the highest since June 15, 2022, driven by anticipated demand recovery in December [2] Group 3 - Other notable companies with significant net inflows include Huaying Technology, TCL Technology, and Xinyi Technology, each exceeding 500 million yuan [3] - On the outflow side, ZTE Corporation led with a net outflow of 2.148 billion yuan, followed by Pingtan Development with 1.825 billion yuan [5][6] - The telecommunications sector, particularly ZTE, is facing challenges with its new AI phone, which may impact its market performance [5] Group 4 - The tail-end trading session saw a net outflow of 3.735 billion yuan, with N China Uranium leading the net inflow at 274 million yuan [7][8] - Aerospace Development, a commercial space concept stock, also saw a significant net inflow of 239 million yuan [7] - In contrast, ZTE and Zhongji Xuchuang experienced notable net outflows of 223 million yuan and 187 million yuan, respectively, during the tail-end session [9][10]

天眼查显示，近日，天津腾达创新科技有限公司成立，法定代表人为史阳，注册资本500万人民币，由 唐山华远国际船舶代理有限公司全资持股。 序号股东名称持股比例1唐山华远国际船舶代理有限公司100% 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；再生资源销售；机械设 备销售；机械设备租赁；五金产品零售；五金产品批发；通讯设备销售；国内货物运输代理；运输设备 租赁服务；装卸搬运；金属制品销售；金属链条及其他金属制品销售；办公用品销售；日用百货销售。 （除依法须经批准的项目外，凭营业执照依法自主开展经营活动） 企业名称天津腾达创新科技有限公司法定代表人史阳注册资本500万人民币国标行业制造业>计算机、 通信和其他电子设备制造业>电子器件制造地址天津自贸试验区（空港经济区）中心大道与东二道交口 东北侧瑞航广场13号楼1-402二层企业类型有限责任公司(法人独资)营业期限2025-12-2至无固定期限登 记机关中国（天津）自由贸易试验区市场监督管理局 来源：市场资讯 ...

Core Viewpoint - The first batch of seven AI ETFs focusing on innovation and entrepreneurship has been approved and will be launched on November 28, with a total fundraising cap exceeding 30 billion yuan, injecting new capital into the market [4][5]. Group 1: ETF Details - The ETFs track the "CSI Innovation and Entrepreneurship AI Index," which selects 50 companies involved in AI from the Sci-Tech Innovation Board and the Growth Enterprise Market to capture investment opportunities across the entire industry chain [6]. - The index includes companies related to AI foundational resources, technology, and applications, with significant representation from the communication (44.12%), electronics (32.22%), and computer (15.04%) sectors [7][10]. Group 2: Index Performance - As of November 27, the CSI Innovation and Entrepreneurship AI Index has increased by 85.1% year-to-date, significantly outperforming the CSI 300 Index (14.7%), the ChiNext Index (41.5%), and the Sci-Tech Innovation Index (39.8%) [13]. - Since its base date of December 31, 2019, the index has risen by 165.1%, showcasing its aggressive performance and high volatility compared to other indices [13]. Group 3: Key Stocks - The top 20 stocks in the index account for nearly 85% of its weight, focusing on leading companies in overseas computing chips, domestic computing, edge hardware, and AI applications [10][12]. - Key stocks include Zhongji Xuchuang (23.40% weight), Xinyi Sheng (16.99%), and Hanvon Technology (12.17%), which are critical for technology investments [11][16]. Group 4: Comparison with Other Indices - There are five notable AI-related indices, with the CSI Innovation and Entrepreneurship AI Index showing the best performance over the past year at 93.8% [22][23]. - The index's sector allocation is heavily concentrated in communication, computer, and electronics, with a total concentration of over 90% across the five indices [14][15]. Group 5: Investment Strategy - Investors are advised to choose ETFs based on their preferred segments of the AI industry, as the technology sector remains a strategic focus for future development [27].