经济观察网根据2026年2月12日经济观察网的报道，聪链集团(ICG.OQ)股价在近期(2026年2月6日至11 日)呈现震荡走势，振幅达23.46%。同期，2026年2月7日证券之星报道显示，该公司获得2家机构覆盖评 级，多数给予"强力买入"建议，预测目标价均值为3.58美元。 机构观点 从公开信息来看，未来值得关注的事件可能包括公司定期财报发布(如2026财年业绩)和半导体行业整体 动态，但具体日期未在近期公告中明确提及。此外，机构评级更新和区块链技术相关进展也可能成为焦 点。 以上内容基于公开资料整理，不构成投资建议。 ...

当地时间2月13日，美股市场中英伟达、特斯拉、苹果等科技"七巨头"集体走低。当日晚间，美国劳工 部发布1月通胀数据，成为影响市场降息预期的核心因素。 1月美国未季调消费者价格指数（CPI）同比上涨2.4%，较去年12月的2.7%有所回落，且低于经济学家 此前2.5%的预期值。剔除食品和能源价格后的核心CPI同比上涨2.5%，符合市场普遍预期。经季节性调 整后，1月CPI环比上涨0.2%，核心CPI环比上涨0.3%，两项数据均略低于市场此前0.3%的预期。 细分领域方面，居住成本仍是驱动CPI增长的主要因素，但1月环比仅增长0.2%，同比涨幅降至3%；食 品价格环比上涨0.2%，六大食品杂货类别中有五类出现上涨；能源价格环比下跌1.5%；汽车市场表现 疲软，新车价格微涨0.1%，二手车和卡车价格环比下跌1.8%。 来源：市场资讯 太平洋投资管理公司经济学家蒂法尼·怀尔丁表示："今天上午的通胀数据即便符合市场普遍预期，但其 底层细节仍相当令人振奋。美联储在降息决策上理应感到更加从容。在我们看来，今年再降息几次是合 理的。" 高盛资产管理公司多行业固定收益投资主管Lindsay Rosner表示，鉴于1月CPI数据 ...

技術座標揭示合理邊界 成交分布印證博弈心態 全日成交額243,367千港元中，遠價外區間獨佔112,840千元（46.37%），中價外區間貢獻56,909千元 （23.38%），合計69.75%成交集中於技術阻力位上方，顯示資金過度集中於突破博弈。 條款競爭力顯現結構效率落差 中價外區間展現相對較佳風險回報特性，平均引伸波幅53.90%，配合4.76倍槓桿，提供較合理平衡。價 內主力區間雖具備52.68%引伸波幅與3.39倍槓桿的效率優勢，但產品數量僅8隻限制實際操作彈性。遠 價外區間雖有5.35倍槓桿的表面優勢，但引伸波幅高達59.11%，推升持倉成本，加上流動性不足，顯示 成本與預期回報空間出現嚴重錯配。 市場結構隱含系統性風險 以中芯國際現價69.6元為基準，技術分析劃定明確活動範圍：主要支持位68.3元與下試區域62.7元構成 下行防線，主要阻力位75.2元與上望目標80.4元定義上行空間。在此框架下，行使價62.7-75.2元區間屬 於技術合理範圍，而當前市場結構顯示顯著偏離理性邊界。 行使價分布凸顯結構失衡 市場現存145隻認購證呈現明顯結構分化：深價內區間（41.50-62.93元）30隻產品提 ...

作为全国工业总产值第一城、全球人工智能先锋城市，深圳的行动计划旨在摆脱过去人工智能应用"零敲碎打"的 模式，以场景化、产业化、实效化的路径，让AI真正成为先进制造的核心生产力，为新质生产力落地实体经济打 造了可复制的"深圳样本"。 制造业是深圳的立市之本，人工智能是深圳的创新之长，二者的深度融合，是这座城市向高端制造进阶的必然选 择。当前，我国制造业数字化转型已进入深水区，但不少产业仍陷于"技术热、应用冷"的困境。深圳此次行动聚 焦半导体、机器人、新能源汽车等八大优势产业集群，立足自身产业根基，让AI技术瞄准制造环节的核心需求发 力，把技术创新的长板，转化为产业升级的硬实力。 证券时报记者 吴少龙 人工智能赋能制造，关键在融合，核心在实效。此次方案依托"三百工程"，紧紧抓住"场景落地"这一核心关键，让 AI不再是炫技的"花瓶"，而是真正能为企业降本、提质、增效的"智慧大脑"，从而推动传统产业转型升级、新兴 产业提速领跑。 深圳近日发布"人工智能+"先进制造业行动计划（2026—2027年），以"一基地、一中心、一联盟、三百工程"为抓 手，推动AI（人工智能）与制造业全链条深度融合。 深圳的探索，为全国发展新质 ...

业绩经营情况 公司面临客户集中度风险。据公开信息显示，苹果公司计划减少对思佳讯的依赖，这可能对未来收入结 构产生影响。 股票近期走势 近期公司股价波动较大。2026年2月11日，思佳讯股价上涨2.90%，受半导体板块整体走强及市场对业 绩改善的预期提振。而在此前的1月9日，该股曾下跌0.81%，成交额显著下降。 以上内容基于公开资料整理，不构成投资建议。 公司管理层已在2025年11月6日的业绩电话会议中给出2026财年第一季度的业绩展望，预计营收区间为 9.75亿至10.25亿美元，每股收益预期为1.40美元。市场同时关注其2025年第四季度的正式财报，多家机 构预测该季度每股收益为1.52美元，营业收入预计达10.42亿美元。 近期事件 经济观察网根据截至2026年2月12日的公开信息，思佳讯(SWKS.US)有以下值得关注的事件和情况。 ...

Core Insights - The article provides an overview of the performance of various mutual funds, highlighting the top and bottom performers based on their net asset values and daily growth rates [1][2][3]. Fund Performance Summary Top Performing Funds - The top 10 funds with the highest net value growth on February 13 include: 1. 东方阿尔法科技优选混合发起C with a net value of 1.1938 and a daily increase of 3.60% 2. 东方阿尔法科技优选混合发起A with a net value of 1.1971 and a daily increase of 3.60% 3. 长城景气成长混合A with a net value of 1.6713 and a daily increase of 2.83% 4. 长城景气成长混合C with a net value of 1.6472 and a daily increase of 2.83% 5. 东方人工智能主题混合C with a net value of 1.9448 and a daily increase of 2.81% 6. 东方人工智能主题混合A with a net value of 1.9666 and a daily increase of 2.81% 7. 平安半导体领航精选混合发起式C with a net value of 1.0120 and a daily increase of 2.54% 8. 平安半导体领航精选混合发起式A with a net value of 1.0122 and a daily increase of 2.54% 9. 银华集成电路混合A with a net value of 1.9153 and a daily increase of 2.54% 10. 银华集成电路混合C with a net value of 1.8993 and a daily increase of 2.54% [2]. Bottom Performing Funds - The bottom 10 funds with the lowest net value growth on February 13 include: 1. 华富成长趋势混合A with a net value of 1.9948 and a daily decrease of 4.83% 2. 华富成长趋势混合C with a net value of 1.9598 and a daily decrease of 4.83% 3. 汇添富弘瑞回报混合发起式A with a net value of 1.4276 and a daily decrease of 4.71% 4. 汇添富弘瑞回报混合发起式C with a net value of 1.4220 and a daily decrease of 4.70% 5. 长城久祥混合A with a net value of 1.8126 and a daily decrease of 4.58% 6. 长城久祥混合C with a net value of 1.7794 and a daily decrease of 4.58% 7. 万家国企动力混合C with a net value of 1.6379 and a daily decrease of 4.47% 8. 万家国企动力混合A with a net value of 1.6540 and a daily decrease of 4.46% 9. 华夏清洁能源龙头混合发起式A with a net value of 1.7461 and a daily decrease of 4.41% 10. 华夏清洁能源龙头混合发起式C with a net value of 1.7207 and a daily decrease of 4.41% [3]. Market Overview - The Shanghai Composite Index opened lower and experienced a downward trend, closing with a significant decline. The total trading volume reached 1.99 trillion, with a ratio of advancing to declining stocks at 1540:3829, and a limit-up to limit-down ratio of 46:16. The leading sectors included comprehensive industries, aviation, public transportation, and shipbuilding, while the lagging sectors were oil, non-ferrous metals, and building materials, all declining over 3% [5]. Fund Strategy Analysis - The fund with the fastest net value growth is 东方阿尔法科技优选混合发起C, which focuses on the semiconductor industry. The top holdings include 精测电子, 拓荆科技, and 中村_K测, with significant daily increases. The fund's net value has outperformed the market [6]. - Conversely, the 华富成长趋势混合A fund has underperformed, indicating a shift in investment style away from semiconductors to weaker sectors, potentially in resources or renewable energy [7].

Market Overview - The A-share market experienced a decline across all major indices, with the Shanghai Composite Index falling by 1.26%, the Shenzhen Component Index down by 1.28%, and the ChiNext Index decreasing by 1.57% [1] Sector Performance - The shipbuilding, aerospace, and comprehensive industries showed the highest gains, while the photovoltaic equipment, minor metals, and glass fiber sectors collectively retreated [1] - The aerospace sector saw a counter-trend increase, with the Huatai-PB Aerospace ETF and the Huaxia Aerospace ETF rising by 2.3% and 1.58%, respectively [1] - The semiconductor sector also performed well, with the Huatai-PB Korea Semiconductor ETF and the Semiconductor Equipment ETF increasing by 1.8% and 1.25%, respectively [1] - In contrast, the oil and gas sector faced declines, with the Bosera Oil and Gas ETF and the Oil ETF dropping by 4.21% and 3.99% [1] - The non-ferrous metals sector experienced a broad downturn, with the Fuguo Non-ferrous ETF and the Huatai Oil and Gas ETF falling by 3.73% and 3.72%, respectively [1] International Market - Japanese stocks continued to rise, with the Huaxia Nikkei ETF increasing by 1.39% [1]

Market Performance - The three major US stock indices experienced fluctuations, with the Dow Jones down 0.03%, Nasdaq down 0.31%, and S&P 500 down 0.03% as of the report [1] - The "Big Seven" tech stocks, including Nvidia, Tesla, Microsoft, Google, Amazon, Apple, and Meta, all saw declines, with Nvidia dropping nearly 2% and other stocks falling within 1% [2][3] Sector Analysis - The storage sector, which had previously surged, also declined, with SanDisk down over 3% and Micron down over 1% [2] - The Nasdaq China Golden Dragon Index fell by 0.34%, indicating a downturn in Chinese stocks listed in the US [4] Economic Indicators - The US Consumer Price Index (CPI) rose by 2.4% year-on-year in January, lower than December's 2.7%, with core CPI (excluding food and energy) rising by 2.5%, aligning with economists' expectations [6] - The January CPI increased by 0.2% month-on-month, while core CPI rose by 0.3%, both slightly below market expectations [6][8] - Despite some price increases in categories like clothing and airfare, the overall moderation in price growth is seen as a positive sign for the US economy [6] Inflation Insights - Food prices increased by 0.2%, with five out of six major grocery categories experiencing price hikes, while energy prices fell by 1.5% [7] - The automotive market showed weakness, with new car prices rising only 0.1% and used car prices dropping by 1.8% [8] - Following the inflation data release, traders adjusted their expectations for interest rate cuts, now anticipating a total of 63 basis points of cuts this year [8]

记者｜江佩霞 见习记者林芊蔚 编辑｜刘巷 北京时间2月13日，美股三大指数开盘集体下跌，截至发稿，纳指跌0.29%，道指跌0.16%，标普500指 数跌0.08%。今晚，美国公布重磅通胀数据，交易员对美联储6月实施降息的概率预期大幅攀升至83%。 大型科技股多数下跌，谷歌、Meta跌约1%，英伟达跌超2%。 | 微软(MICROSOFT | 402.570 | 0.18% | | --- | --- | --- | | MSFT.O | | | | 亚马逊(AMAZON) | 198.100 | -0.75% | | AMZN.O | | | | 苹果(APPLE) | 259.230 | -0.96% | | AAPL.O | | | | 特斯拉(TESLA) | 413.630 | -0.82% | | TSLA.O | | | | 谷歌(ALPHABET)· | 306.380 | -0.97% | | GOOG.O | | | | 脸书(META PLATF | 642.290 | -1.16% | | META.O | | | | 英伟达(NVIDIA) | 183.000 | -2.11% | | ...

尽管三星电子（KRX：005930）、台积电（TSM）和美光（MU）等硬件领导者因内存供应趋紧吸引资 金流入，但亚洲股市追随美国股市因AI颠覆担忧而下跌。 责任编辑：张俊 SF065 如何抓住黄金波段机会？聪明钱的选择，黄金+股票一键搞定>> 责任编辑：张俊 SF065 尽管三星电子（KRX：005930）、台积电（TSM）和美光（MU）等硬件领导者因内存供应趋紧吸引资 金流入，但亚洲股市追随美国股市因AI颠覆担忧而下跌。 如何抓住黄金波段机会？聪明钱的选择，黄金+股票一键搞定>> ...