数据显示，国金基金旗下1只基金重仓国科微。国金中证1000指数增强A（017846）三季度持有股数3.48 万股，占基金净值比例为0.64%，位居第八大重仓股。根据测算，今日浮盈赚取约22.13万元。 国金中证1000指数增强A（017846）成立日期2023年3月22日，最新规模2.02亿。今年以来收益4.94%， 同类排名1472/5509；近一年收益57.24%，同类排名885/4198；成立以来收益37.55%。 1月9日，国科微涨5.53%，截至发稿，报121.34元/股，成交6.27亿元，换手率2.51%，总市值263.43亿 元。 资料显示，湖南国科微电子股份有限公司位于湖南省长沙经济技术开发区泉塘街道东十路南段9号，成 立日期2008年9月24日，上市日期2017年7月12日，公司主营业务涉及视频解码、视频编码、固态存储、 物联网等芯片的研发和销售。主营业务收入构成为：集成电路100.00%。 从基金十大重仓股角度 截至发稿，李洪超累计任职时间170天，现任基金资产总规模10.01亿元，任职期间最佳基金回报 13.12%， 任职期间最差基金回报8.94%。 风险提示：市场有风险，投资需谨慎。本 ...

AI驱动产业变革背景下，高效的网络连接是企业数据中心升级与AI落地的关键。为助您快速 掌握前沿方案，我们特别推出NVIDIA ConnectX-8 SuperNIC专属开箱解析视频！ 该视频由神州数码-NVIDIA事业部资深咨询顾问亲自讲解，深度拆解这款支持800Gb/s极速 传输的明星产品，从外观形态、接口布局到核心性能，全方位呈现其如何为AI factories及云 数据中心场景赋能。 *与 NVIDIA 产品相关的图片或视频（完整或部分）的版权均归 NVIDIA Corporation 所有。 *免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察 对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。 END 今天是《半导体行业观察》为您分享的第 4282 期内容，欢迎关注。 如果您想了解更多产品信息， 请扫描下方的 二维码 ， 或点击文末 "阅读原文" 立即填写需求，获取更多专业支持！ 推荐阅读 ★ 一颗改变了世界的芯片 加星标⭐️第一时间看推送 求点赞 求分享 求推荐 ★ 美国商务部长：华为的芯片没那么先进 ★ "ASML新光刻机 ...

Palantir Technologies Inc. - Ark Invest sold 58,741 shares of Palantir through its ARK Next Generation Internet ETF, valued at approximately $10.4 million, amid geopolitical tensions and defense budget discussions [2] - Palantir's stock closed at $176.86, marking a 2.65% decline, influenced by President Trump's proposal for a $1.5 trillion U.S. defense budget by 2027 [3] - The sale coincided with a tweet from CNBC's Jim Cramer, which some traders interpret as the "Cramer Curse," suggesting stocks may decline after public endorsements [4] Broadcom Inc. - Ark Invest's ARKW ETF acquired 31,573 shares of Broadcom, amounting to a purchase worth around $10.4 million, following a strong fourth-quarter earnings report [5] - Broadcom's shares closed at $332.48, experiencing a 3.21% decrease, with analysts adjusting targets due to robust earnings and potential challenges from its AI backlog [6] - Ark's investment reflects confidence in Broadcom's long-term growth prospects, particularly in the AI and semiconductor sectors [6] Joby Aviation Inc. - ARK Space & Defense Innovation ETF purchased 162,270 shares of Joby Aviation, valued at approximately $2.5 million, aligning with Joby's $61.5 million investment to expand manufacturing capabilities in Ohio [7] - Joby's stock closed at $15.25, down 1.93%, with a focus on electric air taxis positioning it as a pioneer in the urban air mobility market [8] Other Key Trades - Ark Invest sold 20,105 shares of Kratos Defense and Security Solutions Inc. and 24,865 shares of Rocket Lab Corp. from ARKX, while acquiring 73,097 shares of Archer Aviation Inc. [9]

免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 观点网讯：1月9日，芯天下技术股份有限公司正式向港交所递交主板上市申请，联席保荐人为广发证券 与中信证券。 招股书显示，芯天下核心产品为代码型闪存芯片，同时覆盖模拟芯片及MCU产品线，下游应用涵盖消 费电子、工业控制与物联网终端。 来源：观点地产网 ...

Group 1 - The A-share market saw a collective decline on January 8, with the computer ETF (159998) achieving a trading volume exceeding 120 million yuan, and stocks like Baoxin Software, Weining Health, and Zhongke Xingtu leading in gains [1] - The computer ETF has experienced a net inflow of nearly 160 million yuan over the past five days, indicating strong investor interest [1] - The ETF tracks the CSI Computer Theme Index, which includes stocks from companies involved in information technology services, application software, system software, and computer hardware [1] Group 2 - Zhongtai Securities forecasts an improvement in the computer sector's fundamentals due to macroeconomic recovery, AI application implementation, and personnel adjustments, with institutional holdings at historical lows suggesting potential future growth [2] - Huatai Securities anticipates a significant increase in AI computing power demand by 2026, highlighting investment opportunities in both domestic and overseas computing supply chains [2] - In the optical communication sector, demand for 800G and 1.6T optical modules is expected to rise rapidly by 2026, benefiting leading manufacturers and upstream core material segments like optical chips [2]

Core Viewpoint - The semiconductor industry is experiencing a dual-driven investment logic due to heightened external risks and internal capacity expansion, leading to accelerated self-sufficiency in semiconductor materials and equipment [2][4]. Group 1: External Risks and Market Dynamics - Increasing geopolitical risks are prompting a reevaluation of reliance on foreign technology, particularly in critical supply chain segments [2][3]. - The recent ban on dual-use items to Japan is expected to enhance domestic manufacturers' willingness to adopt local solutions, especially in "bottleneck" areas [2][4]. Group 2: Investment and Capital Movements - Recent capital movements include Longxin's IPO aiming to raise approximately 30 billion yuan, SMIC's Southern factory increasing investment by over 7 billion USD, and the Big Fund increasing its stake in SMIC, indicating a comprehensive acceleration in capital layout [2][3]. - The integration of mature logic rights by major fab plants signifies a robust long-term fundamental outlook for the industry [2]. Group 3: Material and Equipment Developments - Domestic materials have transitioned from "single-point breakthroughs" to a "systematic support" phase, with a focus on high-end photolithography materials where domestic production remains low [3][4]. - Key domestic material leaders are proactively building capacity to meet future order demands, ensuring alignment with downstream production needs [3]. Group 4: Beneficiary Companies - Beneficiary companies in materials include Tongcheng New Materials, Jingrui Electric Materials, Nanda Optoelectronics, and others, while in equipment, companies like Changchuan Technology and ChipSource Micro are positioned to benefit from the evolving landscape [5].

Group 1 - Sales growth is essential for generating profits and achieving scaling efficiencies, as demonstrated by Nvidia's strong sales growth in its Data Center segment [2] - Margin performance indicates operational efficiency, with companies like Netflix successfully expanding margins through pricing power without losing subscriptions [4][5] - Innovation is critical for maintaining and expanding market share, with Nvidia's advancements in artificial intelligence positioning it as a market leader [7] Group 2 - Favorable earnings estimate revisions are crucial for stock performance, with the Zacks Rank system helping investors capitalize on these trends [8] - Micron Technology's stock performance illustrates the impact of favorable earnings estimates, as it achieved a Zacks Rank 1 (Strong Buy) in August of the previous year [9] - Overall, factors such as robust sales growth, margin expansion, innovation, and favorable earnings estimates contribute to market outperformance [12]

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

Shares opened higher in Japan and Australia, while South Korea lagged. A flat day for the S&P 500 on Thursday masked selling in tech behemoths such as Nvidia Corp. Treasury futures inched up and mortgage backed securities rallied after Trump said he was directing the purchase of $200 billion of mortgage bonds.The rebound in equities after April’s tariff-driven slump faces a key test from the court ruling, just as investors brace for “It’s unclear at this point whether this is just a breather or a full rota ...

我们认为国产AI产业链分为三个层次： 第一阶段：国产算力、存力、运力、电力等芯片自主可控 开源证券近日发布半导体行业投资策略：根据弗若斯特沙利文预测，到2029年，中国的AI芯片市场规 模将从2024年的1,425.37亿元激增至13,367.92亿元。随国家政策大力扶持、国内人工智能产业链各重要 环节技术的不断成熟，国产AI芯片厂商将迎来关键发展机遇。 以下为研究报告摘要： AI正在以前所未有的速度和维度增长 空间层面：根据弗若斯特沙利文预测，到2029年，中国的AI芯片市场规模将从2024年的1,425.37亿元激 增至13,367.92亿元。随国家政策大力扶持、国内人工智能产业链各重要环节技术的不断成熟，国产AI 芯片厂商将迎来关键发展机遇。 政策层面：2022年10月，美国首次对A100/H100等高端AI芯片实施出口禁令。此后，美国不断封锁中国 AI芯片代工等等环节，遏制国产AI芯片发展。2025年7月，国家就H20算力芯片漏洞后门安全风险约谈 英伟达公司。英伟达算力芯片被曝出存在严重安全问题，AI芯片自主可控势在必行。 （1）AI算力芯片：GPU/ASIC等云测AI芯片从华为、寒武纪、海光信息等" ...