（原标题：主力资金丨14股被盯上，尾盘获爆买！） 9个行业获主力资金净流入。 据证券时报·数据宝统计，今日（9月11日）沪深两市主力资金净流入103.09亿元，其中创业板净流入104.83亿元，沪深300成份股净流入96.73亿 元。 行业板块方面，申万一级31个行业全线上涨，通信行业涨7.39%，居首。电子行业涨5.96%，计算机、农林牧渔、非银金融、电力设备、国防军工 和机械设备涨幅居前，均超2%。 云通信概念股二六三净流出7.52亿元，居首，股价上涨3.96%；利欧股份和三维通信主力资金均净流出超6亿元。 此外，蓝思科技、东阳光、国轩高科、粤传媒等主力资金净流出金额均超3亿元。 从资金流向来看，申万一级行业中，9个行业获主力资金净流入。电子行业净流入金额居首，达108.17亿元；通信和计算机行业净流入均超53亿 元，非银金融和电力设备行业净流入均超10亿元。 22个主力资金净流出的行业中，医药生物行业净流出金额居首，达35.68亿元。传媒净流出达29.19亿元，汽车、有色金属、基础化工和食品饮料等 行业净流出均超6亿元。 主力资金抢筹一批科技股 从个股来看，131股主力资金净流入均超1亿元，其中8股净流 ...

今日盘后数据。 今日（9月11日），A股市场整体上涨。截至收盘，上证指数报3875.31点，上涨1.65%；深证成指报12979.89点，上涨3.36%；创业板指报3053.75点，上 涨5.15%。两市合计成交24377.19亿元，较上一交易日增加4595.96亿元。 1.两市主力资金净流入超100亿元 今日沪深两市主力资金开盘净流出124.72亿元，尾盘净流入60.54亿元，两市全天主力资金净流入103.09亿元。 | | | 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 | | 2025-9-11 | 103.09 | -124.72 | 60. 54 | 260. 09 | | 2025-9-10 | -12.94 | 33.44 | -19. 17 | 45. 21 | | 2025-9-9 | -505. 34 | -132.50 | -26.19 | -274. 46 | | 2025-9-8 | -291. 34 | -162. 94 | 3 ...

Core Insights - The average stock price of the Sci-Tech Innovation Board is 39.91 yuan, with 64 stocks priced over 100 yuan, and the highest priced stock is Cambrian-U at 1387.00 yuan, which increased by 8.96% today [1][2]. Stock Performance - A total of 524 stocks on the Sci-Tech Innovation Board rose today, while 61 stocks fell. The average increase for stocks priced over 100 yuan was 5.04%, with notable gainers including Tengjing Technology, Haiguang Information, and Juguang Technology [1][2]. - Tengjing Technology's stock price reached 101.44 yuan, marking a 20.00% increase, with a turnover rate of 15.04% and a trading volume of 1.812 billion yuan, resulting in a net inflow of 163 million yuan [1]. Premium Analysis - The average premium of stocks priced over 100 yuan relative to their issue price is 393.85%, with Cambrian-U, Anji Technology, and Baili Tianheng showing the highest premiums of 2054.06%, 1313.03%, and 1308.91% respectively [2]. - The concentration of stocks priced over 100 yuan is primarily in the electronics, pharmaceutical, and computer sectors, with 29, 12, and 9 stocks respectively [2]. Capital Flow - The net inflow of capital into stocks priced over 100 yuan today totaled 3.84 billion yuan, with significant inflows into Haiguang Information, Dingtong Technology, and Wealth Trend [2]. - The total margin financing balance for stocks priced over 100 yuan is 75.452 billion yuan, with the highest balances held by SMIC, Cambrian-U, and Haiguang Information [2].

Group 1 - The core viewpoint of the news is that 欧陆通's stock price increased by 5.11% to 213.90 CNY per share, with a trading volume of 1.012 billion CNY and a turnover rate of 4.41%, resulting in a total market capitalization of 23.418 billion CNY [1] - 欧陆通, established on May 29, 1996, and listed on August 24, 2020, is primarily engaged in the research, production, and sales of switch power supply products, with 99.57% of its main business revenue coming from the manufacturing of computers, communications, and other electronic devices [1] Group 2 - Among the top ten circulating shareholders of 欧陆通, the fund managed by 睿远基金 holds a significant position, having reduced its holdings by 185,200 shares in the second quarter, now holding 657,400 shares, which accounts for 0.61% of the circulating shares [2] - The 睿远成长价值混合A fund (007119) has achieved a year-to-date return of 47.16%, ranking 639 out of 8177 in its category, and a one-year return of 73.18%, ranking 1035 out of 7982 [2] Group 3 - The fund managers of 睿远成长价值混合A are 傅鹏博 and 朱璘, with 傅鹏博 having a tenure of 16 years and 241 days, achieving a best fund return of 429.69% during his tenure [3] - 朱璘 has a tenure of 6 years and 171 days, with a best fund return of 79.23% during his time managing the fund [3]

Market Overview - On September 11, the Shanghai Composite Index rose by 1.65%, the Shenzhen Component Index increased by 3.36%, the ChiNext Index surged by 5.15%, and the CSI 300 Index gained 2.31% [1] - Among the tradable A-shares, 4,221 stocks rose, accounting for 77.86%, while 1,047 stocks declined [1] Capital Flow - The net inflow of main funds reached 34.518 billion yuan for the day [1] - The ChiNext saw a net inflow of 10.831 billion yuan, while the STAR Market had a net inflow of 2.309 billion yuan [1] - The CSI 300 constituent stocks experienced a net inflow of 19.825 billion yuan [1] Industry Performance - Out of the 31 first-level industries classified by Shenwan, all saw gains, with the top-performing sectors being Communication and Electronics, which rose by 7.39% and 5.96%, respectively [1] - The Electronics industry led in net capital inflow, with a total of 21.723 billion yuan, while the Computer industry followed with a net inflow of 8.479 billion yuan and a daily increase of 3.71% [1] Individual Stock Performance - A total of 2,069 stocks experienced net capital inflows, with 917 stocks having inflows exceeding 10 million yuan [2] - The stock with the highest net inflow was Luxshare Precision, which rose by 10.00% with a net inflow of 2.788 billion yuan [2] - Other notable stocks with significant inflows included Haiguang Information and Newye Technology, with net inflows of 2.467 billion yuan and 1.982 billion yuan, respectively [2] - Conversely, 77 stocks saw net outflows exceeding 100 million yuan, with the largest outflows from 263, China Unicom, and Sanwei Communication, amounting to 0.725 billion yuan, 0.712 billion yuan, and 0.638 billion yuan, respectively [2]

Market Overview - The Shanghai Composite Index rose by 1.65% on September 11, with 31 out of 41 sectors experiencing gains, led by the communication and electronics sectors, which increased by 7.39% and 5.96% respectively [1] - The net inflow of capital in the two markets reached 34.518 billion yuan, with 11 sectors seeing net inflows, primarily in the electronics sector, which attracted 21.723 billion yuan [1] Computer Industry Performance - The computer industry saw a rise of 3.71%, with a net capital inflow of 8.479 billion yuan, and out of 335 stocks in this sector, 311 stocks increased in value, while 20 stocks declined [2] - The top three stocks by net capital inflow in the computer sector were Zhongke Shuguang with 1.878 billion yuan, followed by Zhinan Zhen and Inspur Information with 744 million yuan and 555 million yuan respectively [2] Capital Inflow and Outflow - The capital inflow leaderboard in the computer industry included Zhongke Shuguang (10.00% increase), Zhainan Zhen (9.20% increase), and Inspur Information (7.11% increase) [2] - The capital outflow leaderboard featured Gaweida with a slight decrease of 0.24%, followed by Langxin Group with a 4.27% decrease, and Jiadu Technology with a 0.14% decrease [3]

Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 5.32%, closing at 1326.03 points, with a total trading volume of 5.338 billion shares and a turnover of 276.938 billion yuan, resulting in an average turnover rate of 2.85% [1] - Among the tradable stocks on the STAR Market, 524 stocks closed higher, with 23 stocks experiencing a rise of over 10%, including Tengjing Technology, Haiguang Information, and New Xiangwei, which hit the daily limit [1] - The highest turnover rate was recorded by Jiayuan Technology at 21.12%, followed by Xinyu Ren at 19.02%, with significant trading volumes of 3.087 billion yuan and 328 million yuan respectively [1] Sector Analysis - The electronics sector had the highest number of stocks with a turnover rate exceeding 5%, totaling 49 stocks, followed by the computer and pharmaceutical sectors with 19 and 17 stocks respectively [2] - In terms of capital flow, 74 stocks with high turnover rates saw net inflows from main funds, with the highest net inflows recorded for Shijia Photon, Dingtong Technology, and Yuntian Lefe, amounting to 369 million yuan, 234 million yuan, and 207 million yuan respectively [2] Stock Specifics - Notable stocks with high turnover rates include: - Jiayuan Technology (688388) with a closing price of 34.90 yuan, a daily increase of 2.05%, and a turnover rate of 21.12% with a net outflow of 21.486 million yuan [3] - Xinyu Ren (688573) closed at 32.93 yuan, up 2.68%, with a turnover rate of 19.02% and a net inflow of 1.967 million yuan [3] - Tengjing Technology (688195) saw a significant increase of 20.00%, closing at 101.44 yuan, with a turnover rate of 15.04% and a net inflow of 16.311 million yuan [3] Recent Trends - Recent data indicates that 67 stocks have received net purchases from leveraged funds, with notable increases in financing balances for companies like SMIC, Lanke Technology, and Tianyue Advanced, which saw increases of 462 million yuan, 415 million yuan, and 363 million yuan respectively [2]

| 行业名称 | 成交量 | 成交量 较昨日 | 换手率 | 涨跌幅 | 今日 | | --- | --- | --- | --- | --- | --- | | | （亿股） | 增减 | （%） | （%） | 主力资金 净流入（亿元） | | | | （%） | | | | | 电子 | 122.33 | 40.98 | 4.40 | 5.96 | 217.23 | | 计算机 | 84.31 | 39.24 | 4.73 | 3.71 | 84.79 | | 通信 | 60.68 | 17.90 | 3.46 | 7.39 | 72.22 | | 非银金融 | 80.95 | 91.92 | 1.95 | 2.62 | 60.47 | | 电力设备 | 99.90 | 2.04 | 3.99 | 2.43 | 25.06 | | 机械设备 | 101.48 | 24.11 | 3.72 | 2.34 | 19.60 | | 家用电器 | 20.35 | 28.65 | 2.67 | 0.73 | 6.44 | | 建筑装饰 | 43.68 | 30.99 | 1.56 | 1.32 | 4.93 | ...

Core Viewpoint - The traditional belief that a degree in Computer Science (CS) guarantees high salaries and job security is rapidly deteriorating, with rising unemployment rates among CS graduates indicating a significant shift in the job market [4][16]. Group 1: Decline of Job Security in CS - The unemployment rate for CS graduates has surged to 6.1%, nearly double that of philosophy graduates, indicating a collapse of the perceived "iron rice bowl" [5][8]. - Despite CS graduates having the highest starting salary at $80,000, their unemployment rate ranks seventh among all majors, with computer engineering graduates facing an even higher rate of 7.5% [8]. - Graduates from top institutions like MIT and Stanford have seen their entry into major tech companies drop from 25% to between 11% and 12% [11][12]. Group 2: Factors Contributing to Job Market Changes - The rise of AI has become a convenient excuse for layoffs, with companies using AI as a justification to reduce their workforce, particularly among younger engineers [25][26]. - In 2024, over 151,000 jobs were cut in the tech sector, with 22,000 positions eliminated in early 2025 alone, including significant layoffs at major firms like Google and Microsoft [27][28]. - The expansion of CS programs in universities has led to a significant increase in graduates, from 51,000 to 112,000 over the past decade, outpacing job availability [33][34]. Group 3: Shifts in Employment Requirements - Companies are increasingly removing formal education requirements, with 52% of job postings in early 2024 not mentioning any educational prerequisites, reflecting a shift towards valuing skills and project experience over degrees [47][51]. - The demand for traditional programming roles is declining, while positions in AI, data engineering, and cybersecurity are on the rise, indicating a transformation in the types of skills that are in demand [56][60]. Group 4: Alternative Paths for CS Graduates - Employers are now more focused on practical problem-solving abilities rather than academic performance, prompting graduates to build portfolios and gain real-world experience [62][73]. - Participation in hackathons and similar events can provide valuable experience and networking opportunities, helping graduates stand out in a competitive job market [66][70].

Group 1 - On September 11, a total of 4,029 A-shares in the Shanghai and Shenzhen markets increased in value, while 968 shares decreased, and 150 shares remained flat [1] - Excluding newly listed stocks on that day, there were 96 stocks that hit the daily limit up, and 6 stocks that hit the daily limit down [1] - The sectors with the most stocks hitting the daily limit up included electronics, machinery equipment, construction decoration, computers, electric equipment, and communications [1]