1月8日，聚焦数据技术、数据安全领域的大数据ETF华宝（516700）场内涨幅盘中上探1.94%，现涨 1.84%，冲击日线10连阳！当前站在所有均线上方，日k线或已走出坚定的"上行台阶"。 | 序号 | 名称 | 涨跌幅 ▼ | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交額 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 东土科技 | 11.07% | Va Hotel | 通信 | 通信设备 | 其他通信设备 | 144Z | 12.00亿 | | 2 | 神州信息 | 10.02% | mand | 计算机 | IT服务II | II II K S M III | 184亿 | 9.094Z | | 3 | 宝倡软件 | 10.01% | | 计算机 | IT服务II | IT服务Ⅲ | 546亿 | 9.83亿 | | 4 | 中科哪光 | 5.74% | - | 计算机 | 计算机设备 | 其他计算机设备 | 1379亿 | 61.62亿 | | 5 | 科华数据 | 4.00% ...

Market Overview - The IT services sector experienced a decline of 0.88% on January 7, with Rongke Technology leading the drop [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Top Performers - Yanshan Technology (002195) saw a closing price of 9.44, with a significant increase of 10.02% and a trading volume of 1.1978 million shares, totaling a transaction value of 1.131 billion [1] - Taichuang Intelligent (301248) closed at 36.39, up 6.94%, with a trading volume of 128,600 shares and a transaction value of 459 million [1] - Dazhi Technology (600589) closed at 8.40, up 5.26%, with a trading volume of 4.2081 million shares and a transaction value of 3.523 billion [1] Underperformers - Caike Technology (300290) experienced a significant drop of 20.00%, closing at 23.00, with a trading volume of 938,500 shares and a transaction value of 2.19 billion [2] - Guoyuan Technology (920184) fell by 11.59%, closing at 19.76, with a trading volume of 139,800 shares and a transaction value of 283 million [2] - Hanzheng Technology (920092) decreased by 10.66%, closing at 43.68, with a trading volume of 80,500 shares and a transaction value of 361 million [2] Capital Flow - The IT services sector saw a net outflow of 2.115 billion from institutional investors and 237 million from retail investors, while retail investors had a net inflow of 2.352 billion [2][3] - Notable net inflows from retail investors were observed in Yanshan Technology (002195) with 2.59 billion, and Dazhi Technology (600589) with 941.364 million [3] Individual Stock Analysis - Yanshan Technology (002195) had a net inflow of 5.52 billion from institutional investors, accounting for 48.78% of its trading volume [3] - Dazhi Technology (600589) recorded a net inflow of 3.42 billion from institutional investors, representing 9.72% of its trading volume [3] - Dongruan Group (600718) had a net inflow of 83.57 million from institutional investors, making up 12.15% of its trading volume [3]

Group 1 - The core viewpoint of the news is that Shenzhou Information's stock has experienced fluctuations, with a recent decline of 2.00% and a total market value of 16.705 billion yuan [1] - As of January 7, the stock price is reported at 17.12 yuan per share, with a trading volume of 728 million yuan and a turnover rate of 4.31% [1] - The company has seen a year-to-date stock price increase of 3.44%, with a 4.01% rise over the last five trading days, but a 2.28% decline over the last 20 days, and a significant 27.38% increase over the last 60 days [1] Group 2 - For the period from January to September 2025, Shenzhou Information achieved operating revenue of 8.673 billion yuan, representing a year-on-year growth of 29.84% [2] - The net profit attributable to shareholders for the same period was reported at -107 million yuan, showing a year-on-year increase of 9.45% [2] - The company has distributed a total of 343 million yuan in dividends since its A-share listing, with 61.785 million yuan distributed over the last three years [3] Group 3 - As of September 30, 2025, the number of shareholders for Shenzhou Information was 76,400, a decrease of 13.42% from the previous period [2] - The average circulating shares per person increased by 15.50% to 12,715 shares [2] - The top ten circulating shareholders include notable entities such as Huabao Zhongzheng Financial Technology Theme ETF and Hong Kong Central Clearing Limited, with significant changes in their holdings [3]

Market Overview - The three major indices in the A-share market collectively rose in early trading, with the Shanghai Composite Index at 4095.54 points, up 0.29% [1] - The Shenzhen Component Index reached 14071.35 points, increasing by 0.35% [1] - The ChiNext Index reported 3332.74 points, marking a rise of 0.41% [1] Sector Performance Top Gaining Sectors - Electronic chemicals led the gainers with a rise of 5.47%, achieving a total trading volume of 1216.88 million hands and a total transaction value of 352.05 billion [2] - Metal new materials followed with a 3.09% increase, with a trading volume of 581.70 million hands and a transaction value of 152.89 billion [2] - Small metals sector saw a 2.91% rise, with 1150.72 million hands traded and a total value of 410.02 billion [2] - Coal mining and processing increased by 2.65%, with a trading volume of 1243.23 million hands and a transaction value of 93.99 billion [2] Underperforming Sectors - IT services experienced a decline of 0.87%, with a trading volume of 2268.68 million hands and a transaction value of 393.20 billion [2] - Oil and gas extraction and services fell by 0.75%, with 983.89 million hands traded and a total value of 60.79 billion [2] - Small home appliances decreased by 0.74%, with a trading volume of 150.72 million hands and a transaction value of 36.05 billion [2] - Communication services dropped by 0.58%, with a trading volume of 794.10 million hands and a transaction value of 124.60 billion [2]

1月7日，中科创达盘中上涨2.00%，截至10:56，报74.44元/股，成交12.81亿元，换手率4.79%，总市值 342.72亿元。 机构持仓方面，截止2025年9月30日，中科创达十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1371.39万股，相比上期减少106.79万股。易方达创业板ETF（159915）位居第三大流通股 东，持股746.91万股，相比上期减少124.35万股。南方中证500ETF（510500）位居第四大流通股东，持 股536.49万股，相比上期减少10.45万股。易方达中证人工智能主题ETF（159819）位居第七大流通股 东，持股300.71万股，相比上期减少15.18万股。华安创业板50ETF（159949）位居第九大流通股东，持 股237.63万股，相比上期减少94.70万股。嘉实中证软件服务ETF（159852）位居第十大流通股东，持股 196.95万股，为新进股东。兴全趋势投资混合(LOF)（163402）退出十大流通股东之列。 责任编辑：小浪快报 资金流向方面，主力资金净流出1.32亿元，特大单买入8528.01万元，占比6.66%，卖出1.51亿元 ...

Group 1 - The core viewpoint of the news is that Tianyi Ma's stock has experienced fluctuations, with a recent decline of 2.00% and a total market value of 3.535 billion yuan [1] - As of January 7, Tianyi Ma's stock price is 52.88 yuan per share, with a trading volume of 56.161 million yuan and a turnover rate of 2.11% [1] - The company has seen a year-to-date stock price increase of 7.74%, with an 8.14% rise over the last five trading days, but a 20.12% decline over the last 60 days [1] Group 2 - Tianyi Ma's main business segments include information equipment sales (33.17%), software development and technical services (27.51%), computing power services (20.65%), and others [1] - The company is classified under the computer-IT services industry and is involved in concepts such as data rights confirmation, spatial computing, and digital economy [2] - As of September 30, the number of shareholders decreased by 6.52% to 9,434, while the average circulating shares per person increased by 6.97% to 5,244 shares [2] Group 3 - For the period from January to September 2025, Tianyi Ma achieved operating revenue of 228 million yuan, representing a year-on-year growth of 46.62%, and a net profit attributable to shareholders of 4.19 million yuan, up 119.80% [2] - Since its A-share listing, Tianyi Ma has distributed a total of 30.744 million yuan in dividends, with 11.89996 million yuan distributed over the past three years [3]

Group 1 - The core viewpoint of the news is that Capital Online has experienced a decline in stock price and financial performance, with significant changes in shareholder structure and trading activity [1][2][3] Group 2 - As of January 7, Capital Online's stock price decreased by 2.01% to 22.44 CNY per share, with a total market capitalization of 11.285 billion CNY [1] - The company reported a revenue of 926 million CNY for the first nine months of 2025, a year-on-year decrease of 12.05%, while the net profit attributable to shareholders was -99.413 million CNY, an increase of 32.11% year-on-year [2] - The main business revenue composition includes cloud hosting and related services (49.89%), IDC services (45.83%), and other income (4.28%) [1] - The number of shareholders decreased by 25.68% to 65,700, while the average circulating shares per person increased by 34.76% to 5,961 shares [2] - Since its A-share listing, Capital Online has distributed a total of 20.566 million CNY in dividends, with no dividends paid in the last three years [3] - The top circulating shareholder is Hong Kong Central Clearing Limited, holding 8.2544 million shares, an increase of 4.7151 million shares from the previous period [3]

出品 | 妙投APP 作者 | 段明珠 编辑 | 关雪菁 头图 | AI生图 如果只看指数走势，印度股市过去十几年堪称完美： 回撤不深、修复极快、长期斜率清晰 。 尤其是在疫情、全球加息等冲击后，印度指数竟走出45度上升趋势。这让它在新兴市场中显得格外突出，甚至被不少机构视为"介于发达市场与新兴市 场之间的第三种资产"。 所以，印度股市总被当作"别人家的孩子"来怒斥大A不作为。 但这一切从2024年开始转变。印度股市不断下跌，问题逐一暴露： 某些角度上，这更像问题MAX版的大A。 泡沫更夸张：AI链中军"易中天"今年至少翻倍，但印度AI妖股RRP半导体在20个月内股价暴涨超550倍； 结构更极致：指数中金融服务约占36%，当科技股回调时，是印度的"农伟达"们撑起半边天； 资金更逐利：享受多年慢牛红利后，外资疯狂外逃，印度新老财团"忽悠"着散户一起"接盘"； 散户更疯狂：持股额仅为10%左右，交易量却占40%；t+0的股票不满足，要玩高杠杆的期权/期货；可90%的散户每年亏掉印度人均GDP的63%。 印度股市成为亚洲第二不受欢迎的市场。截至2025年12月12日，外国投资者今年在一级和二级市场上已净卖出184亿 ...

Market Performance - The IT services sector increased by 1.91% on January 6, with Hanxin Technology leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Top Gainers in IT Services - Hanxin Technology (code: 920092) closed at 48.89, with a significant increase of 29.99% and a trading volume of 80,900 shares, amounting to a transaction value of 348 million [1] - Guoyuan Technology (code: 920184) rose by 24.30% to close at 22.35, with a trading volume of 184,500 shares and a transaction value of 385 million [1] - Tianli Technology (code: 300399) saw a 20.01% increase, closing at 32.21, with a trading volume of 380,600 shares and a transaction value of 1.157 billion [1] Other Notable Performers - Zhaoyi Information (code: 688258) increased by 8.96% to close at 100.11, with a trading volume of 106,100 shares and a transaction value of 1.011 billion [1] - Qianfang Technology (code: 002373) rose by 8.33% to close at 12.88, with a trading volume of 1,127,800 shares and a transaction value of 1.414 billion [1] Market Trends - The IT services sector experienced a net outflow of 1.165 billion from institutional investors, while retail investors saw a net inflow of 1.893 billion [2] - The overall trading activity indicates a mixed sentiment, with institutional investors pulling back while retail investors are actively buying [2] Capital Flow Analysis - Among the top stocks, Yanshan Technology (code: 002195) had a net inflow of 328 million from institutional investors, representing 53.48% of its trading volume [3] - Dazhi Technology (code: 600589) also saw a significant net inflow of 322 million, accounting for 13.88% of its trading volume [3] - Tianli Technology (code: 300399) had a net inflow of 314 million, which is 27.11% of its trading volume [3]

1月6日，光云科技盘中下跌2.03%，截至10:39，报17.34元/股，成交2.44亿元，换手率3.28%，总市值 73.84亿元。 截至9月30日，光云科技股东户数1.49万，较上期减少9.34%；人均流通股28573股，较上期增加 10.30%。2025年1月-9月，光云科技实现营业收入4.05亿元，同比增长14.87%；归母净利润-1503.19万 元，同比增长73.03%。 分红方面，光云科技A股上市后累计派现7017.50万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，光云科技十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股384.63万股，为新进股东。德邦稳盈增长灵活配置混合A（004260）位居第六大流通股 东，持股378.66万股，为新进股东。国寿安保策略精选混合(LOF)A（168002）位居第九大流通股东， 持股193.63万股，为新进股东。诺安灵活配置混合（320006）、鹏华创新未来混合(LOF)C（501205）、 汇添富优势精选混合（519008）退出十大流通股东之列。 责任编辑：小浪快报 资金流向方面，主力资金净流出4070.60万元， ...