格隆汇12月22日｜国产"GPU四小龙"之一的壁仞科技(6082.HK)今起招股，港股市场芯片股集体走强。 其中，中芯国际涨近8%，华虹半导体涨超5%，英诺赛科、ASMPT涨超4%。 ...

Group 1 - The U.S. Federal Trade Commission (FTC) has approved a $5 billion collaboration agreement between AI chip giants Nvidia and Intel [1][3] - Nvidia will purchase Intel shares at $23.28 per share to jointly develop AI and chip technologies for next-generation personal computing products and data centers [3] - This partnership aims to integrate Nvidia's GPU technology with Intel's CPU technology, enhancing their competitive position against rivals like TSMC and AMD [3] Group 2 - The communication ETF (515880) has seen significant inflows, with over 1.2 billion yuan net inflow in the past five days, and has risen over 120% year-to-date, making it the top-performing ETF in the market [1][10] - The ETF has a total scale exceeding 13 billion yuan, with nearly 50% of its holdings in optical modules, and over 20% in servers, indicating a strong focus on AI-related infrastructure [10][11] - The demand for AI applications is leading to cost savings of 9% to 11% across various industries, although it may also result in job reductions for certain workers [4]

Group 1 - Chip stocks showed strength in early trading, with notable gains from companies such as SMIC (up 4.23% to HKD 67.75), Innoscience (up 3.31% to HKD 73.45), Hua Hong Semiconductor (up 3.25% to HKD 69.95), and ASMPT (up 2.82% to HKD 76.45) [1] - The recent industrial change at Anji Li Meiwai has attracted attention, as the original shareholder, Anji Electronics Industry Co., Ltd., has officially exited, while new shareholders including the National Integrated Circuit Industry Investment Fund (Phase III) and Guangzhou Industrial Investment Holding Group have joined [1] - The entry of the National Fund Phase III is seen as a recognition of the company's technological strength in the field of packaging substrates, which are critical carriers connecting chips to PCBs, characterized by high technical barriers and low domestic production rates [1] Group 2 - The National Fund Phase III is a national capital platform established for the semiconductor industry, following the first and second phases in 2014 and 2019, respectively, focusing on advanced manufacturing, high-end chip design, critical materials/equipment, and third-generation semiconductors [1] - The collaboration between the National Fund Phase III and local state-owned assets in investing in Anji Li Meiwai is expected to accelerate the construction of high-end substrate production capacity and technological iteration, filling domestic gaps in this area [1]

Group 1 - The core viewpoint of the news is that Longxin Semiconductor has seen a significant increase in its stock price, rising by 5.02% to 71.99 yuan per share, with a total market capitalization of 9.598 billion yuan [1] - Longxin Semiconductor, established on November 29, 2006, specializes in the research, design, and sales of high-definition video signal processing and high-speed signal transmission chips, with 94.23% of its revenue coming from video bridging and processing chips [1] - The company's stock has a trading volume of 76.797 million yuan and a turnover rate of 1.46% [1] Group 2 - According to data, Guangfa Fund holds a significant position in Longxin Semiconductor through its Guangfa Stable Mixed A fund, which ranks as the eighth largest holding, accounting for 0.01% of the fund's net value [2] - The Guangfa Stable Mixed A fund has a total scale of 57.1462 million yuan and has achieved a year-to-date return of 4.58%, ranking 6830 out of 8170 in its category [2] - The fund manager, Qiu Shilei, has been in position for 9 years and 331 days, with the best return during his tenure being 64.45% [2]

上周五股市反弹，为主要股指涨跌互现的一周画上句号，而这一周也是2025年的最后一个完整交易周。 在2025年最后七个交易日之前，三大股指均将接近历史最高点，差距不超过3%。本周，美股市场将迎 来相对清淡一周。美股周三只开盘半天，周四圣诞节当天休市。许多国际市场周五也将继续休市。 在接下来的一周里，那些在假期期间仍然活跃的投资者将把注意力转向"圣诞老人行情"的前景，而周二 将公布因美国政府停摆而延迟的一些滞后数据。周二上午，世界大型企业联合会发布的消费者信心指数 应该成为关注的焦点，因为2025年的一个主要趋势是美国消费者中出现的K型经济。 经济数据：关注消费者状况 美国消费者今年的假期心情比去年略显冷清。密歇根大学上周五公布的数据显示，12月份消费者信心指 数较11月份略有回升，但该指数为52.9，比去年12月份的读数低28.5%。同时，11月份房屋销售连续第 三个月小幅增长，但根据美国房地产经纪人协会的数据，2025年的销售量很可能以25年来的最低水平结 束这一年。 密歇根大学消费者调查主任Joanne Hsu说："消费者们明确表示，他们认为自年初以来经济前景已经大 幅恶化。" 本周美国经济数据发布密集，核 ...

Group 1 - Hong Kong chip stocks saw significant gains, with InnoCare Pharma (02577.HK) and SMIC (00981.HK) both rising over 4% [1] - Other stocks that followed the upward trend include Hua Hong Semiconductor (01347.HK), Horizon Robotics (09660.HK), Jingmen Semiconductor (02878.HK), and ZTE Corporation (00763.HK) [1]

Group 1: Industry Developments - A Starlink satellite from SpaceX experienced an anomaly, losing contact with the ground and producing debris, which poses a potential threat to other satellites in orbit [2] - The first L3-level autonomous driving license in China was issued to Changan Automobile, marking a significant step towards commercial application of L3 autonomous driving technology [3] - Beijing's humanoid robotics center has open-sourced the XR-1 model, which is the first to pass national standards for embodied intelligence, advancing the domestic embodied intelligence industry [4] - Turing Quantum and Moore Threads have signed a strategic cooperation agreement to develop a hybrid computing architecture that integrates GPU and quantum processors [5] - Chinese robot "Deep Sea Giant Shark 3" won a combat robot competition in Abu Dhabi, showcasing advanced design and capabilities [6] - Researchers at Shanghai Jiao Tong University achieved a breakthrough in optical computing chips, supporting large-scale semantic media generation models [7] Group 2: Corporate News - Xiaomi's president confirmed that the price of the upcoming Xiaomi 17 Ultra smartphone will increase due to rising memory costs, which are expected to continue increasing in the coming years [2] - New Unisplendour Group signed a strategic cooperation agreement with Shanghai Yidian to collaborate on artificial intelligence and intelligent computing [10] - Wallen Technology plans to acquire at least 60% of Liao Jing Electronics, which operates in integrated circuits and electronic components [14] - Tianpu Co. announced the expiration of a tender offer from Zhonghao Xinying for 33.52 million shares, representing 25% of the company's total equity [15] - Lianchuang Electronics is planning a change in control due to a potential transfer of shares by its major shareholder [16] - *ST Dongyi's restructuring plan was approved by the court, allowing the company to focus on its main business while leveraging resources in the computing industry [17]

Group 1 - On December 19, Youxun Co., Ltd. experienced a significant stock increase of 346.57%, with a trading volume of 2.854 billion yuan [1] - The financing data for Youxun on the same day showed a financing purchase amount of 549 million yuan, with a net financing purchase of 521 million yuan [1] - As of December 19, the total balance of margin trading for Youxun was 521 million yuan, accounting for 15.03% of its market capitalization [1] Group 2 - Youxun Co., Ltd. reported a total of 18,600 shareholders as of December 19, representing an increase of 84,318.18% compared to the previous period [2] - The company achieved an operating revenue of 357 million yuan from January to September 2025, reflecting a year-on-year growth of 18.33% [2] - The net profit attributable to the parent company for the same period was 72.941 million yuan, showing a year-on-year increase of 17.11% [2]

Market Overview - The Hong Kong stock market opened higher on December 22, with the Hang Seng Index rising by 0.41% to 25,795.94 points, the Hang Seng Tech Index increasing by 0.61% to 5,512.54 points, and the State-Owned Enterprises Index up by 0.49% to 8,944.74 points [1] - Major technology stocks mostly rose, with Alibaba up by 0.48%, Tencent Holdings up by 0.98%, and Meituan up by 1.46% [1] - The smart driving concept stocks saw significant gains, with Xiaoma Zhixing rising over 6% [1] - Gold stocks experienced a general increase, with Lingbao Gold rising over 2% [1] - Chip stocks were active, with SMIC rising over 1% [1] Company News - SF Holding (06936.HK) reported a total revenue of 27.173 billion yuan for November, a year-on-year increase of 7.85%, with express logistics revenue growing by 9.88% and business volume increasing by 20.13% [2] - Capital Investment (02324.HK) expects to achieve an unaudited consolidated net profit of approximately 115 million to 140 million HKD for the fiscal year ending September 30, 2025, marking a turnaround from losses due to improved performance in listed equity investments [2] - Tianqi Lithium (09696.HK) announced the completion of the third phase of its chemical-grade lithium concentrate expansion project [3] - Qingdao Port (06198.HK) plans to purchase two assets from the cruise port development for the Qingdao Shipping Financial Center [4] - CanSino Biologics (06185.HK) has initiated Phase I clinical trials for the DTCP–HIb–MCV4 combined vaccine [5] - China National Nuclear Corporation's subsidiary, CNNC Haidewei, received clinical approval for BNCT boron drugs [6] Investment Insights - CITIC Securities noted that after a period of single-sided growth in September, the Hong Kong stock market has experienced fluctuations since October, with quality assets entering a high-value zone [14] - Changjiang Securities highlighted that the approval of the first batch of L3-level vehicles marks a new stage for smart connected vehicles in mass production, suggesting investment opportunities in smart driving algorithm providers and related hardware suppliers [14][15]

客户端 美股上周五继续向上，科技股表现向好，带动大市高开后持续向上，三大指数均录得升幅收市。美元走 势向好，美国十年期债息回升至4.14厘水平，金价表现向上，油价亦跟随造好。 今日港股三大指数集体高开，恒指开盘涨0.41%，报25795.94点，恒科指涨0.61%，国企指数涨0.49%。 盘面上，科网股涨多跌少，美团、哔哩哔哩涨超1%，网易跌近1%；黄金股普涨，灵宝黄金涨超2%；芯 片股活跃，中芯国际涨超1%；今日四只新股上市，印象大红袍、华芢生物、明基医院、南华期货挂 牌。 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | | 恒生科技指数 | 5512.54 | +0.61% | | 800700 | | | | 国企指数 | 8944.74 | +0.49% | | 800100 | | | | 恒生指数 | 25795.94 | +0.41% | | 800000 | | | 责任编辑：郝欣煜 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 美股上周五继续向上，科技股表现向好，带动大市高开后持续 ...