创业板股最新融资余额为5868.97亿元，环比增加147.25亿元，97只股融资余额环比增长超10%，融资余 额环比降幅超10%的有19只。 证券时报·数据宝统计显示，1月12日创业板指上涨1.82%，创业板股两融余额合计5888.93亿元，较上一 交易日增加147.95亿元，已连续6个交易日增加。其中，融资余额合计5868.97亿元，环比上一日增加 147.25亿元；为连续6个交易日增加。融券余额19.96亿元，环比增加7030.55万元。 | 300418 | 昆仑万 | 435023.12 | 23.62 | 64.82 | 19.99 | 传媒 | | --- | --- | --- | --- | --- | --- | --- | | | 维 | | | | | | | 301102 | 兆讯传 媒 | 8397.39 | 23.59 | 12.17 | 7.04 | 传媒 | | 301052 | 果麦文 | 34872.38 | 23.28 | 46.25 | 10.36 | 传媒 | | | 化 | | | | | | | 300454 | 深信服 | 95273.25 | 22.40 | ...

Group 1 - On January 12, 29 out of 31 primary industries in the Shenwan index received net financing inflows, with the computer industry leading at a net inflow of 5.593 billion yuan [1] - Other industries with significant net financing inflows included electronics, defense and military, non-ferrous metals, media, electric equipment, non-bank financials, telecommunications, and machinery [1] Group 2 - A total of 2,310 stocks received net financing inflows on January 12, with 142 stocks having net inflows exceeding 100 million yuan [1] - Among these, 22 stocks had net inflows over 300 million yuan, with BlueFocus leading at a net inflow of 1.311 billion yuan [1] - Other notable stocks with high net financing inflows included China Ping An, Kunlun Wanwei, Goldwind Technology, Lens Technology, Northern Rare Earth, Haige Communications, Runze Technology, and CATL [1]

Group 1 - The core event is a job fair for college graduates in Zhengzhou, scheduled for January 17, aimed at promoting high-quality employment for youth and key groups [1] - The job fair is organized by the Zhengzhou Jinshui District Human Resources and Social Security Bureau, in collaboration with the Fengqing Road Street Office and Henan 123 Talent Network [1] - Target participants include recent and past college graduates, high-level talents, unemployed youth, job changers, skilled youth, and veterans [1] Group 2 - The participating companies span various industries, including computer science, environmental technology, smart digitalization, mechanical manufacturing, finance, law, education, and media [1] - The job fair will offer over 9,600 quality job positions across most professional categories, including roles such as new media specialists, project managers, store managers, technical engineers, administrative staff, designers, accountants, operations supervisors, hosts, lawyers, and interns [1] - The event will take place from 9:30 AM to 12:00 PM at the Zhengzhou Jinshui Xinwan Plaza, with entry through the No. 3 door of the long corridor on the first floor [1]

传媒板块的上涨趋势能持续多久？未来有哪些值得关注的标的？ 传媒板块预计将在 2025 年至 2026 年持续上行。根据我们的判断，传媒指数 在这两年将会有显著增长，这与机构持仓比例密切相关。在 2022 年 10 月和 2024 年四五月份，机构对传媒板块的持仓比例达到了历史最低点，大约为 0.87%至 0.97%。我们认为，要回到标配水平，该比例需要达到 3%左右。目 2026 年值得关注的标的是具备基本面支撑且估值合理的公司，如游戏 领域的华通、三七互娱、完美世界、凯英网络和巨人网络，营销方向的 分众传媒，以及基本面有所好转的遥望科技和天娱数码。 港股方面，可以关注阿里巴巴和腾讯。另外，还有党媒央国企方向，如 电广传媒、新华网、浙数文化、文投控股、国脉文化、中视传媒等，这 些公司具备牌照价值，有望成为 26 年的强势线索。 传媒大涨，当下怎么看趋势与节奏？20260112 摘要 传媒板块预计在 2025 年至 2026 年持续上行，机构持仓比例在 2022 年 10 月和 2024 年四五月份达到历史最低点，约为 0.87%至 0.97%， 需回升至 3%左右的标配水平，游戏和分众传媒占据较大比重。 AI ...

AI 应用风起，如何看待细分行业投资机会？20260112 摘要 中线市场看涨，但短期内 4,200 点是重要技术关口，券商表现将决定市 场走向，向上突破则继续上涨，向下调整可能回落至 3,800 点形成箱体 震荡。 牛市进入中后期，呈现轮动补涨格局，普涨特征明显。资金从房地产、 信托等渠道流入权益市场，中证 500、中证 1,000、国证 2000 等指数 成分股具备较好机会。 AI 应用板块具交易属性，传媒和计算机板块 AI 应用仍有上升空间，技术 走势未完，存在低估标的，可继续寻找投资机会。 今年日历效应需关注一季度，小市值成长股风格预计持续 2-3 个月至春 节前后，与去年 2 月 Deepseek 引发的 AI 狂潮类似。 传媒行业 GU 板块（蓝色光标、易点天下、引力传媒等）涨幅明显，AI 漫剧概念（欢瑞世纪、荣信文化、中文在线、昆仑万维）受市场认可， 多模态模型更新和春晚 AI 短视频有望推动增长。 半导体行业呈现上行趋势，全球及中国销售额连续数月增长，表明市场 对半导体及其上游硬件需求旺盛，推动 AI 应用景气度向上。 保险等收益率下降，使得资金更愿意流入权益市场。因此，我们强调关注中证 50 ...

Market Overview - The A-share market has shown strong performance with the Shanghai Composite Index recording a 17-day consecutive rise, closing at 4165.29 points, up by 1.09% [1] - The total trading volume in the A-share market reached a historical high of 3.64 trillion yuan, marking a significant increase in market liquidity [4] Sector Performance - The top-performing sectors include Media (up 7.80%), Computer (up 7.26%), and National Defense & Military Industry (up 5.66%) [1] - Conversely, the sectors with the poorest performance were Oil & Petrochemicals (down 1.00%), Coal (down 0.47%), and Real Estate (down 0.29%) [1] Concept Indices - The leading concept indices were Sora Concept (up 10.43%), MLOps Concept (up 9.88%), and AI Corpus (up 9.18%) [2] - The underperforming concept indices included Rental and Sale Rights (down 0.08%) and Animal Vaccines (down 0.04%) [2] Policy Developments - The National Development and Reform Commission (NDRC) has issued guidelines to enhance the planning and investment direction of government investment funds, aiming for more precise management and improved efficiency in fund utilization [3] - The NDRC's new measures are expected to significantly impact the effectiveness of fiscal funds and guide social capital towards national strategic goals [3] Future Outlook - The report anticipates that the strong market performance will continue, driven by factors such as the appreciation of the yuan, increased foreign capital inflow, and the demand for insurance funds [4] - It is suggested to focus on sectors like non-ferrous metals, TMT (Technology, Media, and Telecommunications), machinery equipment, and coal for potential investment opportunities [4]

Group 1: International Market Overview - US stock markets saw a broad increase, with the Dow Jones up 0.17%, Nasdaq up 0.26%, and S&P 500 up 0.16%. Notable movements included Google surpassing a market cap of $4 trillion, while Nvidia and Walmart saw gains of over 3% [1][2][3] - The Nasdaq Golden Dragon China Index rose significantly by 4.28%, with individual stocks like Kingsoft Cloud and 1DrugNet increasing by 21.37% and 21.27% respectively [4][5][6] - Commodity markets experienced volatility, with gold prices fluctuating, reaching over $4640 per ounce before dropping to below $4590 [8][9][10] Group 2: Commodity Market Dynamics - Silver prices initially surged past $86 per ounce, gaining 8.41%, but later fell below $84 [14][15][16] - Brent crude oil prices exceeded $64 per barrel, with a daily increase of 1.06%, while US natural gas futures rose significantly, reaching $3.423 per million British thermal units [18][19][20] Group 3: Corporate Developments - Citigroup plans to lay off approximately 1,000 employees as part of a cost-cutting initiative. OpenAI has acquired the healthcare startup Torch, which integrates lab test results and medication information [30][31] - Meta is set to reduce its Reality Labs workforce by about 10%, while Thermo Fisher Scientific will collaborate with Nvidia on AI-based lab automation solutions [32][33] - Nvidia is investing $1 billion with Eli Lilly to establish an AI drug lab over the next five years [34] Group 4: Political and Economic Context - The Federal Reserve's Williams indicated no immediate need for interest rate adjustments, attributing inflation from tariffs primarily to American consumers [23][24] - A group of former financial officials criticized the Trump administration's investigation into Fed Chair Powell, calling it an unprecedented attack on the Fed's independence [25][26][27]

Core Viewpoint - The A-share market experienced a record trading volume on January 12, with a surge in various industry sectors leading to a significant number of ETFs reaching their daily price limits. Group 1: Market Performance - On January 12, the total trading volume in the A-share market exceeded 3.6 trillion yuan, surpassing the previous record set on October 8, 2024, with 201 individual stocks hitting their daily limit [2] - A total of 27 stock ETFs reached their daily limit, with 20 ETFs rising over 10% in a single day, indicating a rare surge in the ETF market [4][5] - The leading sectors included satellite, media, aviation, artificial intelligence, and software, with notable performances from specific ETFs such as the Morgan Science and Technology Innovation ETF, which surged by 16.59% [3][4] Group 2: Sector Highlights - The commercial aerospace concept has gained significant traction, with six satellite-themed ETFs showing over 30% growth year-to-date, leading the market [6] - Multiple aviation-themed ETFs have also performed well, with some rising over 20% in the same period, reflecting strong investor interest in these sectors [6] - The media and software sectors also saw substantial gains, with several ETFs in these categories achieving over 10% increases [4][5] Group 3: Investor Sentiment and Market Dynamics - Industry experts noted that the surge in ETF prices reflects investor confidence in the Chinese economy and stock market, driven by favorable policies and high industry growth rates [5] - The rapid increase in ETF prices is attributed to a lack of selling pressure from arbitrage opportunities and strong expectations for future net asset value increases [5] - The current market sentiment indicates a shift towards specific industry trends rather than broad market rallies, with investors showing a willingness to pursue high-growth sectors like satellites and media [7]

Group 1: Market Overview - The A-share market continues to show a strong upward trend, with daily trading volume reaching a historical high, indicating a bullish sentiment among investors [6][9] - The overall performance of small-cap stocks is leading, while large-cap stocks are lagging behind, with the North Star 50 Index rising by 5.35% [6][7] - The AI application sector is experiencing significant growth, driven by recent positive news and market interest, while traditional industries are not attracting as much capital [8][9] Group 2: Industry Dynamics - Saudi Basic Industries Corporation (SABIC) has agreed to sell its European petrochemical assets for a total value of $950 million, which is expected to enhance the company's performance and improve cash flow [25][26] - The Chinese television market is projected to see a decline in shipments, with an expected total of 32.895 million units in 2025, down 8.5% year-on-year, marking a significant low since 2010 [27][28] - Meta has signed agreements to acquire up to 6.6 GW of nuclear power by 2035, positioning itself as a major buyer in the nuclear energy sector [29][30] Group 3: Company Insights - WuXi AppTec (603259.SH) anticipates a revenue of 45.456 billion yuan for 2025, reflecting a year-on-year growth of approximately 15.84%, driven by its integrated CRDMO business model [31][32] - The expected net profit for WuXi AppTec is around 19.151 billion yuan, representing a significant increase of about 102.65%, influenced by non-operating gains from asset sales [32]

最近看到一组市场数据，申万31个一级行业里，有超半数行业获得了融资净买入，其中国防军工行业的净买入额最突出，计算机、 电力设备、传媒这些热门行业也在列。个股方面，上千只个股拿到了融资净买入，不少个股的净买入额超过1亿元，还有个别个股 的净买入额突破了10亿元。很多人看到这些数据就心动，想着跟着融资资金走肯定没错，之前有个朋友就是这样，每次看到融资抢 筹就盲目跟进，结果经常买在高点，被套之后又不知道该拿还是该卖。其实融资资金的流向只是表面现象，真正决定后续走势的是 资金的交易意图，光看流入流出根本没用，这时候量化大数据就能帮我们看透本质。 一、别被表面涨跌晃花眼 做投资最关键的是把握趋势，但很多人总觉得股市摸不透，涨了怕追高，跌了怕套牢，调整之后的上涨更是让人纠结。就像有些股 票调整后开始反弹，大多数人都会等涨了一段时间才敢动手，觉得这样更稳妥，但结果却天差地别，有的股票一路向上，有的却很 快又跌回去。看图1 第一组是由红黄蓝绿四种颜色柱体构成的「主导动能」数据，反映的是做多、回吐、做空和回补四种交易行为；第二组是由橙色柱 体构成的「机构库存」数据，反映的是体量大的资金的活跃程度，橙色柱体持续的时间越长，说明这 ...