证券日报网讯 1月9日，协创数据在互动平台回答投资者提问时表示，公司一直以来高度重视人才发 展，建立了健全的人力资源管理体系，通过不断的引进人才和强化内部人才培训，搭建公司人才梯队， 为公司的长远发展储备力量。同时，制定具有市场竞争力的薪酬结构、推行激励政策，进一步提高公司 凝聚力和市场竞争力。 （编辑 丛可心） ...

——计算机行业周报（2025.12.29—2026.1.2） able_Summary] [Table市_S场u回mm顾ary] 过去一周（12.29-1.2）上证综指上涨 0.13%，创业板指下跌 1.25%， 沪深 300 指数下跌 0.59%，计算机（申万）指数上涨 1.16%，跑赢上 证综指 1.03 个百分点，跑赢创业板指 2.41 个百分点，跑赢沪深 300 指数 1.74 个百分点，位列全行业第 6 名。 周观点 AI 领域进展持续。（1）Meta：根据每日经济新闻微信公众号，2025 年 12 月 30 日，Meta 宣布以数十亿美元收购开发 AI 应用 Manus 的中 国公司蝴蝶效应。根据 12 月初统计的数据，上线至今，Manus 已处 理超过 147 万亿个 token，并创建了超过 8000 万台虚拟计算机。 2025 年 3 月，"Manus"AI 工具迅速走红，发布 4 小时后，其官网的 访问量突破了千万量级。Manus 团队介绍，Manus 是一个真正自主的 AI 代理，能够解决各类复杂多变的任务。与传统 AI 助手不同，Manus 不仅能提供建议或答案，还能直接交付完整的任务 ...

Core Viewpoint - The A-share market has shown strong performance, with the Shanghai Composite Index breaking the 4100-point mark for the first time since July 2015, indicating a positive market sentiment and increased trading volume [1][2]. Market Performance - On January 9, the Shanghai Composite Index closed at 4120.43 points, up 0.92%, while the Shenzhen Component Index rose by 1.15% and the ChiNext Index increased by 0.77% [1]. - The total market turnover reached 3.15 trillion yuan, marking the fifth time in history that it has surpassed 3 trillion yuan, with over 3900 stocks rising, including 110 hitting the daily limit [2][3]. Sector Analysis - Key sectors that performed well included media, defense, computer, and non-ferrous metals, driven by expectations of AI applications and policies supporting commercial aerospace [3]. - The AI application concept saw significant gains, with over twenty stocks hitting the daily limit, while the commercial aerospace sector continued to show strength [3]. Investment Sentiment - Fund managers noted a significant increase in trading volume and a rise in margin financing, indicating a strong consensus among investors regarding the market outlook [3][4]. - Analysts highlighted that the current market rally is supported by policy backing, a shift of household savings into capital markets, and continuous foreign capital inflow [4]. Future Market Outlook - Most institutions maintain a positive outlook for the market, with expectations that the current upward trend will continue into March [7][9]. - Analysts suggest that the market is transitioning from hesitation to a phase of increased consensus, indicating that the upward trend is not yet complete [8]. Investment Strategies - Institutions recommend a balanced investment strategy, focusing on both technology and cyclical sectors, with an emphasis on high-growth areas such as AI and semiconductors, as well as sectors benefiting from global recovery [11][12]. - The "barbell strategy" is suggested, where one end focuses on high-growth sectors like AI and semiconductors, while the other end includes defensive assets or cyclical resources [12].

最近看新闻说，2026年1月8日A股有207只股票价格超过100元，其中电子、计算机这些科技行业的股票占了快八成，连寒武纪都比 茅台贵，成了新的"股价一哥"。身边朋友问我："科技股咋突然这么猛？高价股是不是买了就能涨？"其实我这些年用量化数据的体 会是：高价股能不能继续涨，从来不是看价格有多高，而是看机构资金有没有在积极做事——这也是我去年帮同事避坑的关键。 一、科技股成百元股主力，背后是资金在"投票" 新闻里说，207只百元股里，科创板、创业板的科技股就有165只，电子行业更是占了76只。其实不是科技股天生就该贵，是机构资 金更愿意参与科技股的交易。我之前有个做程序员的同学，去年买了只科创板的科技股，拿了半年涨了三倍多。问他为啥敢一直拿 着，他说："我看量化数据里机构一直很活跃，肯定不会轻易跌。"——你看，这就是核心：机构资金的参与意愿，比价格高低重要 一百倍。 就像新闻里的寒武纪，能超过茅台成股价第一，不是因为"科技股比白酒好"，是寒武纪的机构库存一直很活跃——机构资金愿意持 续往里扎，股价自然能撑住。反过来，有的股票价格涨到200元，但机构库存没了，再追进去就是踩坑。 二、那些看起来像机会的调整，其实是 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry or companies discussed [28]. Core Insights - The report highlights that the mechanical equipment, electronics, and computer industries are currently receiving significant attention from institutional investors, with a notable increase in the number of institutions conducting research in these sectors [10][12]. - Key companies such as Ice Wheel Environment and Nengke Technology are leading in institutional research, showcasing their advancements in high-growth areas like data center cooling and aerospace digitalization [24][26]. Summary by Sections 1. Institutional Research on Popular Industries - During the week of January 5 to January 9, 2026, the mechanical equipment, computer, electronics, automotive, and basic chemicals sectors were the most researched by institutions, with a particular focus on the computer and automotive sectors in the past five days [10][12]. - Over the past 30 days, the same sectors maintained high interest, with mechanical equipment and electronics receiving the most attention from research institutions [12]. 2. Institutional Research on Popular Companies - In the week of January 5 to January 9, 2026, Ice Wheel Environment and BOE Technology Group were among the top companies researched, each receiving attention from more than 10 institutions [16][19]. - Over the past 30 days, Ice Wheel Environment, Kebo Technology, and Dazhu Laser were highlighted for their significant research activity, with Ice Wheel Environment receiving 13 research visits [20][21]. 3. Key Company Research Insights Ice Wheel Environment - The focus of the research on Ice Wheel Environment included advancements in data center liquid cooling, nuclear thermal management, and the commercialization of "dual carbon" technologies. The company has successfully implemented its cooling systems in major projects like the National Supercomputing Center in Guangzhou and is expanding into international markets [24][26]. - The company has also made strides in nuclear power technologies, with successful applications in several nuclear power plants and recent wins in projects related to small modular reactors [24]. Nengke Technology - Nengke Technology showcased its leadership in the aerospace sector, having served over 200 aerospace clients with total orders exceeding 1 billion yuan. The company is leveraging AI technologies in various manufacturing processes, including rocket assembly quality inspection and CAD drawing recognition [25][26]. - The company is also initiating product development in remote sensing based on new customer demands for satellite monitoring, and it has received approval for a fundraising initiative to support the development of three AI platforms [26].

A股2026年第一个交易周，科技赛道集体爆发，半导体设备、芯片等硬科技板块涨幅靠前，指数层面，上证科创板人工智 能指数上涨11.6%，中证人工智能主题指数上涨6.0%。 上证科创板人工智能指数从科创板市场中选取30只市值较大的AI产业链相关股票作为样本，数字芯片设计行业占比近 50%，"硬科技"属性突出，科创人工智能ETF易方达（588730）跟踪该指数，可助力投资者把握硬科技板块投资机遇。 | | 中证人工智能主题指数 | 上证科创板人工智能指数 | | --- | --- | --- | | 本周涨跌幅 | 6. 0% | 11. 6% | | 指数滚动 | 5.2倍 | 16. 5倍 | | 市销率 | | | | 滚动市销率 | 98. 2% | 89. 2% | | 分位 | | | | 跟踪该指数 的ETF | 人工智能ETF易方达 | 科创人工智能ETF易方达 | | | (159819) | (588730) | 上证科创板人工智能指数 S 覆盖科创板人工智能龙头,由科创板市场中30只市值较大且 业务涉及人工智能基础资源、技术以及应用支持的股票组成, 聚焦算力和应用环节,电子和计算机行业占比超 ...

【导读】沪指时隔10年重回4100点，多家基金公司研判后市 2026年首个交易周，A股迎来"开门红"！ 2026年A股市场或有望逐步迈向深化阶段 从中长期维度看，永赢基金认为，本轮行情本质上仍处于自2024年9月启动的上涨市格局中，并且相较 于历史水平，当前市场或仍存在较大的演绎空间，市场情绪也尚未到达过热状态。随着基本面修复从点 向面逐步扩散，并伴随居民资金持续入市，2026年A股市场有望逐步迈向深化阶段。 今日（1月9日），市场震荡拉升，上证指数时隔10年重新站上4100点，深证成指涨超1%。两市成交额 突破3万亿元，全市场超3900只个股上涨，连续2日超百股涨停。板块方面，仅银行、非银金融下跌，传 媒、综合、国防军工等涨幅靠前。 多位业内人士认为，开年来，市场表现强劲，主要受到资金面、政策面与产业趋势三重积极因素的共同 驱动。展望后市，市场内在的上升趋势较为明确，行情有望在震荡中延续，投资上应紧密关注政策发力 与产业景气方向。 多重利好叠加 沪指时隔10年重回4100点 1月9日，三大指数继续上涨，沪指回到4100点上方，信达澳亚基金高级市场研究分析师刘翀表示，从成 交量来看，市场情绪较高，A股"春季躁 ...

Market Overview - The A-share market experienced an overall increase on January 9, with the Shanghai Composite Index closing at 4120.43 points, up 0.92%, the Shenzhen Component Index at 14120.15 points, up 1.15%, and the ChiNext Index at 3327.81 points, up 0.77% [1]. Capital Flow - The A-share market saw a net outflow of 29.804 billion yuan in main funds throughout the day, with a net outflow of 16.463 billion yuan at the opening and a net inflow of 1.02 million yuan at the close [2][3]. - The CSI 300 index recorded a net outflow of 4.635 billion yuan, while the ChiNext saw a net outflow of 8.618 billion yuan and the STAR Market a net outflow of 5.118 billion yuan [4][5]. Sector Performance - Among the 13 sectors tracked, the computer industry led with a net inflow of 20.706 billion yuan, followed by media with 14.4 billion yuan and non-ferrous metals with 12.166 billion yuan [6][7]. - The sectors with the highest net outflows included electric power equipment at -9.133 billion yuan, banking at -5.673 billion yuan, and basic chemicals at -4.191 billion yuan [7]. Notable Stocks - Liou Co. saw the highest net inflow of main funds at 1.790 billion yuan [8]. - The top stocks with institutional net purchases included Zhenlei Technology, Qianzhao Optoelectronics, and Leike Defense, while Jin Feng Technology experienced significant net selling [10][11]. Institutional Focus - Recent institutional interest has been noted in several stocks, with ratings and target prices provided for companies such as Honglu Steel Structure, Sinopec, and Keda Li, indicating potential upside [13].

Market Overview - The A-share market experienced an overall increase on January 9, with the Shanghai Composite Index closing at 4120.43 points, up 0.92%, the Shenzhen Component Index at 14120.15 points, up 1.15%, and the ChiNext Index at 3327.81 points, up 0.77% [1]. Capital Flow - The A-share market saw a net outflow of 298.04 billion yuan in main funds throughout the day, with a net outflow of 164.63 billion yuan at the opening and a net inflow of 1.02 billion yuan at the close [2][3]. - The CSI 300 index had a net outflow of 46.35 billion yuan, while the ChiNext and STAR Market experienced net outflows of 86.18 billion yuan and 51.18 billion yuan, respectively [4][5]. Sector Performance - Among the 13 sectors tracked, the computer industry led with a net inflow of 207.06 billion yuan, followed by media with 144.00 billion yuan and non-ferrous metals with 121.66 billion yuan [6][7]. - The sectors with the highest net outflows included electric power equipment at -91.33 billion yuan, banks at -56.73 billion yuan, and basic chemicals at -41.91 billion yuan [7]. Notable Stocks - Liou Co. saw the highest net inflow of main funds at 17.90 billion yuan [8]. - The top stocks with institutional net purchases included Zhenlei Technology, Qianzhao Optoelectronics, and Leike Defense, with respective net purchases of 42.24 million yuan, 21.83 million yuan, and 20.46 million yuan [10][11]. Institutional Focus - Recent institutional attention has been directed towards several stocks, including Honglu Steel Structure, China Petroleum, and Gaon Environment, with target price increases ranging from 9.25% to 60.85% [13].

投资者可以在交易所互动平台上通过提问方式了解部分公司更及时（每月10日、20日、月末）的股东户 数信息。证券时报·数据宝统计显示，829家公司公布了截至12月31日最新股东户数，相比之前各期，有 143股股东户数连续减少3期以上，股东户数最多已连降16期。也就是说筹码呈持续集中趋势。 股东户数连续下降个股中，连降时间较长的有ST任子行、*ST汇科等，其中，ST任子行最新股东户数为 41483户，已连续减少16期，累计降幅为25.95%，*ST汇科股东户数连降13期，最新户数为22690户，累 计降幅37.72%，股东户数连降期数较多的还有筑博设计、大东南、远东传动等。从最新一期的股东户 数下降幅度看，降幅较大的有ST福能、*ST声迅、华瑞股份等，最新股东户数分别下降11.96%、 11.26%、8.70%。 市场表现方面，股东户数连降股中，筹码集中以来股价上涨的有57只，下跌的有85只，累计涨幅较高的 有智光电气、泓博医药、浙江美大等，分别上涨52.50%、32.35%、29.72%。相对沪指来说，其间股价 跑赢大盘的有29只，占比20.28%，超额收益率较高的有智光电气、泓博医药、*ST声迅等，股东户数连 ...