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)。 数据来源：wind AI人工智能ETF紧密跟踪中证人工智能主题指数，中证人工智能主题指数选取50只业务涉及为人工智能 提供基础资源、技术以及应用支持的上市公司证券作为指数样本，以反映人工智能主题上市公司证券的 整体表现。 数据显示，截至2025年11月28日，中证人工智能主题指数(930713)前十大权重股分别为中际旭创 (300308)、新易盛(300502)、寒武纪(688256)、中科曙光(603019)、澜起科技(688008)、科大讯飞 (002230)、海康威视(002415)、豪威集团(603501)、金山办公(688111)、浪潮信息(000977)，前十大权重 股合计占比63.92%。 截至2025年12月8日 10:40，中证人工智能主题指数(930713)强势上涨2.65%，成分股中际旭创(300308)上 涨5.83%，新易盛(300502)上涨5.43%，光迅科技(0022 ...

一、今日财经要闻： 1、金融监督管理总局发布调整保险公司相关业务风险因子的通知，将持仓超过3年的沪深300和中证红利低波100成分股，以及持仓超2年的科创板公司的风 险因子分别下调10%。为险资入市打开空间，机构测算释放千亿资金，间接利好科技、红利、出海等方向。 2、证监会主席吴清发声，提出对优质券商机构优化评价指标，适度拓宽资本空间与杠杆上限，提升资本利用效率。利好券商自营投资、做市交易等业务。 3、国常会研究进一步做好节能降碳工作，同时有关部门也在最近召开碳达峰会议，强调加快推进重点行业领域技术装备更新升级。 12月8日，金融界财经早餐，宏观政策、资本市场、行业板块、公司个股要闻一览： 3、今日新股申购：创业板纳百川（申购代码：301667）、科创板优选股份（申购代码：787807）。 4、美国发布最新《国家安全战略》，放弃全球霸权，将调整与中国经济关系，承认中美"近乎对等"。 5、美国9月PCE物价指数同比上涨2.8%，符合预期，12月降息预期变化不大，本周四凌晨即将揭晓。 三、重点行业板块： 四、公司个股汇总： 1、黄金：央行数据显示，中国11月末黄金储备报7412万盎司，环比增加3万盎司，为连续第1 ...

近期，AI产业链催化不断，包括谷歌新模型性能大幅提升及TPU的较强能力、DeepSeek V3.2发布、亚 马逊发布Trainium3、摩尔线程上市市场展现出的高参与热情等，同时更多公司包括英伟达、阿里、 AMD等否认AI泡沫的观点，均展现了AI的良好发展前景。持续推荐AI算力板块。 工信部量子信息标准化技术委员会筹建方案公示。量子科技作为国家重点布局的未来产业，承载着成为 新经济增长点的重任，建议重点关注稀释制冷机、低温同轴线缆等环节。 人民财讯12月8日电，中信建投（601066）指出，DeepSeek V3.2发布，强化Agent能力。豆包与中兴通 讯合作推出首款工程样机，支持豆包手机助手，探索手机AI Agent。AI大模型仍在持续迭代，大局未 定，AI应用也在持续发展，不论是手机还是眼镜，都可能引发阶段性行情，值得持续关注。 ...

Core Insights - The first quantum computer in Northwest China has been officially launched in Xi'an, marking a significant advancement in the region's technological capabilities [1][2] - The establishment of the Pilot Medical Imaging Quantum AI Integration Computing Center aims to provide robust computational support for scientific innovation and industrial upgrades in the western region [1] Group 1: Quantum Computing and AI Integration - The quantum computing center has deployed a 15-qubit superconducting quantum computer, integrating existing AI computing power with classical supercomputing resources to create an advanced "quantum-super fusion" computing platform [1] - The center will support cutting-edge industries such as biomedicine and new materials, offering efficient technical support to research institutions and enterprises [1] Group 2: Talent Development and Collaboration - The center has initiated preliminary cooperation with several universities, including Xi'an University of Electronic Science and Technology and Northwestern Polytechnical University, to establish a talent training base for quantum technology [1] - This initiative aims to promote interdisciplinary development in quantum technology and cultivate composite talents in the field [1] Group 3: Strategic Importance - The launch of the quantum computer aligns with China's "14th Five-Year Plan" for future industrial layout, addressing national strategic needs and fostering new productive forces [2] - This development is expected to open new avenues for technological innovation and industrial transformation in the western region [2]

Core Insights - The article discusses the rapid development of quantum technology in China, highlighting its applications in quantum computing, quantum communication, and quantum precision measurement [1][2][3][4] Quantum Technology Overview - Quantum technology is based on quantum mechanics and focuses on areas such as quantum computing, quantum communication, and quantum precision measurement [1] - Quantum computing can perform complex calculations significantly faster than traditional computers, exemplified by China's "Zuchongzhi 3" prototype completing tasks in 10 minutes that would take supercomputers 16,000 years [1] - Quantum communication enhances information security, with applications like "quantum SIM cards" and "quantum seals" already being piloted in various regions [1] Market Potential - The global quantum technology market is projected to reach approximately $8 billion in 2024, with China accounting for nearly a quarter of this market; by 2035, the global market is expected to exceed $900 billion, with China's industry potentially reaching $260 billion [2] Policy and Innovation Support - The rapid advancement of quantum technology in China is supported by strong collaboration among government, industry, academia, and research institutions, as outlined in the "14th Five-Year Plan" [3] - Recent breakthroughs in high-temperature superconductors and quantum artificial intelligence have been achieved by leading research teams, indicating significant progress in the field [3] - Various regions, such as Anhui and Hubei, are establishing supportive policies and funding to foster the growth of the quantum industry [3] Future Outlook - The article anticipates that quantum technology will achieve breakthroughs in key areas during the "14th Five-Year Plan" period, potentially reshaping industry dynamics and becoming a significant economic growth driver [4]

Core Viewpoint - The development trajectory of GuoDun Quantum reflects the significant progress of China's quantum technology, transitioning from laboratory innovation to industrial application, with a focus on the next five years as a critical window for commercialization [1][2]. Industry Development - China has established itself as a leader in quantum information, particularly excelling in engineering practices across three main areas: quantum communication, quantum computing, and quantum precision measurement [2]. - GuoDun Quantum is one of the few companies capable of large-scale industrialization in all three areas, positioning itself as a pioneer and leader in China's quantum information industry [2]. Technological Breakthroughs - GuoDun Quantum has successfully mass-produced the world's first engineered four-channel ultra-low noise semiconductor single-photon detector, significantly enhancing key performance metrics [2]. - The company is focusing on superconducting technology in quantum computing, developing core engineering components that provide essential tools for domestic research institutions [3]. Government Support - The local government's long-term investment has been crucial for the development of the quantum industry in Hefei, enabling GuoDun Quantum to transition from a startup to a significant player in the field [4][5]. - The government has created early application scenarios that are more important than financial support, facilitating the transition of technology from the lab to engineering validation [5][6]. Market Potential - The quantum information industry is still in its early stages, with GuoDun Quantum's revenue reaching over 200 million yuan in 2024, and 189 million yuan in the first three quarters of 2025, indicating steady growth [5]. - The Anhui province has launched a systematic strategy to create 1,000 application scenarios by 2027 and 3,000 by 2030, which is expected to provide significant market opportunities for technology implementation [6]. Future Outlook - The next 5 to 10 years are seen as a critical period for the commercialization of quantum technology, with GuoDun Quantum emphasizing the importance of nurturing genuine market demand rather than focusing solely on short-term profits [6]. - The company's R&D investment accounted for 46.49% of its revenue in the first three quarters of 2025, reflecting a strong commitment to innovation and confidence in the industry's future [6].

历史的坐标上，镌刻着奋进的足迹。 "十五五"战鼓催征，江淮大地意气风发、奋楫争先。《中共安徽省委关于制定安徽省国民经济和社会发 展第十五个五年规划的建议》为安徽未来五年的发展锚定方向、明确路径——要在打造具有重要影响力 的科技创新策源地、新兴产业聚集地、改革开放新高地、经济社会发展全面绿色转型区上实现新突破。 回望来路，从"十三五"厚积薄发，到"十四五"全面跃升，安徽以一步一台阶的节奏，一路追赶、一路蝶 变，向上、向优、向新的轨迹清晰而有力。 奔赴新程，千帆竞发，"皖"象俱新。迈步"十五五"，一个奋力"往前赶"的安徽，将如何实现更高水平的 突破？中国证券报调研小分队近日深入江淮大地，找寻答案。 ● 本报记者联合报道 策源： 狠抓创新澎湃发展动能 安徽"往前赶"的动力何来？底气何来？答案：创新！创新！ "十四五"时期，安徽科技创新格局实现重大转变，原始创新成果涌现，产业发展从要素驱动转向创新驱 动，区域创新能力稳居全国第一方阵。现今的安徽，已是全国创新版图中占据重要席位的"策源地"。 面向"十五五"，安徽把"坚持下好创新先手棋"列为七大原则之一，并提出"坚持科技打头阵"，传递的信 号清晰且强烈：在安徽，创新依然 ...

Core Insights - The article highlights the significant advancements in quantum technology in China, particularly through the achievements of GuoDun Quantum, which is recognized as the first publicly listed company in quantum technology in the country [1][2] Group 1: Company Developments - GuoDun Quantum has successfully mass-produced the world's first engineered four-channel ultra-low noise semiconductor single-photon detector, enhancing key metrics such as detection efficiency and dark noise levels [2] - The company is focusing on practical applications in quantum computing, particularly through superconducting technology, and is developing core engineering components like measurement and control systems [2][3] - In 2024, GuoDun Quantum's total revenue is projected to exceed 200 million yuan, with 189 million yuan reported in the first three quarters of 2025, indicating steady growth and a gradual reduction in net profit losses [3][4] Group 2: Industry Landscape - China is positioned as a global leader in quantum information technology, particularly in quantum communication, with GuoDun Quantum being a key player in the industrialization of this technology [1][3] - The Anhui province is emerging as a significant hub for quantum technology, ranking second globally and first nationally in the quantum information sector according to the 2024 Global Future Industry Development Index Report [3][4] - The Anhui government has implemented a systematic strategy to drive the quantum industry, including the "Thousand Scenarios" action plan, which aims to establish 1,000 application scenarios by 2027 and 3,000 by 2030 [4][5] Group 3: Future Outlook - The next five years are seen as a critical window for the commercialization of quantum information technology, transitioning from demonstration applications to large-scale commercial use [1][5] - GuoDun Quantum emphasizes the importance of creating real application scenarios to guide market demand and foster genuine needs for quantum technology [5] - The company maintains a strong commitment to research and development, with R&D expenditures accounting for 46.49% of revenue in the first three quarters of 2025, reflecting a long-term vision for innovation and industry growth [5]

Core Viewpoint - The Guangdong Provincial People's Congress has unanimously passed a decision to promote high-quality development in the nine cities of the Guangdong-Hong Kong-Macao Greater Bay Area, focusing on innovative and sustainable urban development [2]. Group 1: Strategic Industry Development - The decision emphasizes accelerating the development of strategic emerging industries such as integrated circuits, low-altitude economy, new energy storage, and new materials, while also planning for future industries like quantum technology and artificial intelligence [4][6]. - The goal is to create a synergistic effect in the industrial chain within urban clusters, enhancing collaboration between cities through various innovative cooperation models [4][7]. Group 2: Economic Growth Projections - The GDP of the nine cities in the Greater Bay Area is projected to reach 11.54 trillion yuan in 2024, accounting for over 80% of Guangdong's total economic output, with nine industry clusters exceeding one trillion yuan each [6]. Group 3: Administrative and Institutional Innovations - The decision includes establishing a joint meeting system for integrated development among the nine cities to address major issues and break down administrative barriers [11]. - It aims to enhance urban integration by forming planning committees for major urban clusters, ensuring unified planning and implementation [11]. Group 4: Coordination and Collaboration - The focus is on both "hard connectivity" (infrastructure) and "soft connectivity" (policy and regulatory frameworks) to facilitate collaboration among the cities [5][12]. - The decision encourages the optimization of industrial layouts to reduce redundancy and promote differentiated investment directions [12]. Group 5: Future Directions - The next steps involve leveraging major cooperation platforms to enhance cross-border flow of people, goods, and capital, aiming to create a world-class urban cluster through continuous exploration of high-quality development [12].

截至2025年12月5日 14:17，上证科创板100指数(000698)成分股铂力特(688333)上涨9.92%，埃夫特 (688165)上涨6.15%，财富趋势(688318)上涨6.04%，睿创微纳(688002)上涨5.21%，孚能科技(688567)上 涨4.55%。科创100ETF基金(588220)上涨0.78%，最新价报1.3元。 科创100ETF基金（588220），跟踪科创100指数[000698.SH]，覆盖九大申万一级行业，一键布局科创板 市值中等且流动性较好的100 只证券。其中电子占比40.42%、生物医药占比17.36%、电力设备占比 14.54%。汇聚细分板块优秀标的与专精特新企业。其中专精特新成份股总计48家，累计权重占比 48.28%，未来发展潜力足。 数据显示，截至2025年11月28日，上证科创板100指数(000698)前十大权重股分别为华虹公司(688347)、 东芯股份(688110)、百济神州(688235)、源杰科技(688498)、国盾量子(688027)、睿创微纳(688002)、中 科飞测(688361)、安集科技(688019)、翱捷科技(68822 ...