格隆汇12月3日｜A股12月2日共有3736只个股获融资资金买入，有302股买入金额超亿元。其中，新易 盛、中际旭创、中兴通讯融资买入金额排名前三，分别获买入28.07亿元、26.25亿元、25.71亿元。 从融资净买入金额来看，有22只个股获融资净买入超亿元。其中，新易盛、领益智造、生益电子融资净 买入金额排名前三，分别获净买入5.88亿元、2.53亿元、2.24亿元。 从融资买入额占当日总成交金额比重来看，有8只个股融资买入额占比超30%。其中双元科技、瑞迪智 驱、昊帆生物融资买入额占成交额比重排名前三，分别为38.68%、34.19%、33.87%。 ...

Group 1 - The AI sector has rebounded significantly, with the Zhongzheng Kexin Chuangye Artificial Intelligence Index achieving over 80% growth this year, attracting institutional investments [1] - The first batch of ETFs tracking the Zhongzheng Kexin Chuangye Artificial Intelligence Index has been launched, providing investors with tools to capture opportunities in the AI industry chain [1] - The index uniquely selects 50 listed companies involved in AI foundational resources, technology, and applications, covering major players like Cambricon and Lattice Semiconductor, as well as leading optical module companies [1] Group 2 - The Zhongzheng Kexin Chuangye AI Index is dominated by the communication equipment and semiconductor sectors, which together account for 69.1% of the index [2] - The inclusion of software development and IT services further optimizes the industry structure, allowing the index to capture both domestic AI opportunities and overseas computing and application prospects [2] - The comprehensive coverage of the AI industry chain provides the index with strong growth momentum and high return elasticity [2] - The manager of the ETF, Invesco Great Wall Fund, has launched several distinctive ETF products, enhancing its product matrix to help investors seize technology development opportunities [2]

A股12月2日共有3736只个股获融资资金买入，有302股买入金额超亿元。其中，新易盛、中际旭创、中 兴通讯融资买入金额排名前三，分别获买入28.07亿元、26.25亿元、25.71亿元。 从融资买入额占当日总成交金额比重来看，有8只个股融资买入额占比超30%。其中双元科技、瑞迪智 驱、昊帆生物融资买入额占成交额比重排名前三，分别为38.68%、34.19%、33.87%。 从融资净买入金额来看，有22只个股获融资净买入超亿元。其中，新易盛、领益智造、生益电子融资净 买入金额排名前三，分别获净买入5.88亿元、2.53亿元、2.24亿元。 ...

Core Viewpoint - The communication equipment sector has seen a significant increase of 79.0% as of November 21, 2025, outperforming the broader market, driven by domestic and overseas computing chains influenced by various factors including the release of DeepSeek R1 and North American AI expectations [2][4][7]. Group 1: Investment Opportunities - Focus on the "14th Five-Year Plan" which emphasizes innovation in the domestic AI chain and cutting-edge technology sectors [4][19]. - The overseas AI hardware market is expected to maintain high demand, particularly in AI ASIC and optical module sectors [4][27]. - The domestic AI industry is anticipated to witness more innovative applications, especially in automotive electronics benefiting from the deepening of intelligent driving standards [4][49]. Group 2: Market Performance - The SW communication index rose by 51.7% year-to-date, with the communication equipment sector outperforming the market significantly [7]. - In 2025, the domestic computing chain and overseas computing chain experienced alternating trends influenced by various market dynamics [8][27]. Group 3: AI Infrastructure and Hardware - The global server market is projected to grow significantly, with AI servers becoming a core growth driver, expected to see a 24% increase in shipments in 2025 [31][33]. - The demand for high-speed optical modules is forecasted to double, with the 400G+ optical module market expected to reach $37.8 billion by 2026 [34][39]. - The AI ASIC market is anticipated to see substantial growth, with shipments expected to double in 2026 [30][28]. Group 4: Policy and Strategic Developments - The "14th Five-Year Plan" highlights the importance of building a modern infrastructure system, including a national integrated computing network [20][25]. - The domestic AI industry is supported by clear policy directions, aiming for a significant increase in the adoption of new intelligent terminals and AI applications by 2027 [47][48]. Group 5: Emerging Technologies - The satellite internet and low-altitude economy are entering a cluster development window, with significant advancements in satellite networking and applications [23][24]. - The integration of AI with IoT is driving rapid development in edge intelligence, with the AIoT solutions market expected to grow significantly [47][48].

（文章来源：证券时报网） 证券时报·数据宝统计显示，苏州科达今日收盘价为9.88元，下跌1.69%，日换手率为4.37%，成交额为 2.46亿元，全天主力资金净流出614.23万元，近5日该股累计下跌1.69%，近5日资金合计净流出2190.84 万元。 两融数据显示，该股最新融资余额为3.33亿元，近5日增加1307.58万元，增幅为4.09%。（数据宝） 12月2日苏州科达大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 296.00 | 3069.52 | 10.37 | 4.96 | 西南证券股份有限公 | 粤开证券股份有限公 | | | | | | 司湖南分公司 | 司上海分公司 | 苏州科达12月2日大宗交易平台出现一笔成交，成交量296.00万股，成交金额3069.52万元，大宗交易成 交价为10.37元，相对今日收盘价溢价4.96%。该笔交易的买方营业部为西南证券股份有限公司湖南分公 司， ...

Core Points - As of December 2, 2025, China Railway Signal & Communication Corp (688009) closed at 5.24 CNY, up 0.19% from the previous trading day, with a total market capitalization of 55.491 billion CNY [1] - The stock opened at 5.24 CNY, reached a high of 5.26 CNY, and a low of 5.21 CNY, with a trading volume of 115 million CNY and a turnover rate of 0.25% [1] - The company recently released a monthly securities change report, indicating no changes in the legal/registered capital for both H-shares and A-shares as of November 30, 2025 [1] - The number of H-shares remained at 1,968,801,000 shares, and A-shares at 8,621,018,000 shares, with a par value of 1 CNY per share [1] - The total legal/registered capital at the end of the month was 10.589819 billion CNY, with no changes in the total issued shares and treasury stock [1]

证券日报网讯12月2日晚间，通宇通讯（002792）发布公告称，公司股票交易价格连续两个交易日内 (2025年12月1日、2025年12月2日)收盘价格涨幅偏离值累计超过20%。 ...

每经头条（nbdtoutiao）——股民发帖求主力拉涨停，次日竟成真！襄阳轴承涨停迷局背后：平台审核 漏洞与市场操纵疑云发酵 （记者 曾健辉） 每经AI快讯，广哈通信12月2日晚间发布公告称，广州广哈通信股份有限公司于2025年12月1日收到与 收益相关的某项目首期政府补助资金509.94万元，根据项目相关安排，预计该项目补助金额累计为 1699.8万元，将依计划分期拨付。 ...

Market Overview - The Shanghai Composite Index closed down by 0.42%, while the Shenzhen Component Index fell by 0.68%, indicating a noticeable decrease in trading volume [1][2] - A total of 47 stocks hit the daily limit up, which is a decrease of 17 from the previous day, and 2 stocks hit the limit down, a decrease of 1 from the previous day [2] Sector Characteristics - The sectors with the most limit-up stocks today include communication equipment, plastic products, and pharmaceutical commerce [3] - The communication equipment sector saw 4 limit-up stocks, driven by accelerated AI hardware iteration [4] - The plastic products sector also had 4 limit-up stocks, benefiting from a rebound in downstream demand and improved export orders [4] - The pharmaceutical commerce sector had 4 limit-up stocks, supported by a recovery in consumer demand and favorable policies [4] Conceptual Characteristics - The most represented concepts among limit-up stocks include Fujian Free Trade Zone/Haixi concept, large consumption, and real estate [5] - The Fujian Free Trade Zone/Haixi concept had 10 limit-up stocks, driven by policy benefits and enhanced regional economic vitality [5] - The large consumption concept had 7 limit-up stocks, supported by policy-driven consumption recovery expectations [5] - The real estate concept had 6 limit-up stocks, benefiting from ongoing policy relaxation and improved sales expectations [5] Limit-Up Stock Rankings - Among the limit-up stocks, 3 reached historical highs, including Jinfu Technology, Jiarong Technology, and Shenghui Integration [6][7] - A total of 17 limit-up stocks reached near one-year highs, including Tongyu Communication, Ruima Precision, and others [7] Main Capital Inflows - The top 5 stocks by net capital inflow among limit-up stocks were Pingtan Development, Haima Automobile, and others [9] - The top 5 stocks by net capital inflow as a percentage of market value included Iceberg Cold Chain, Longji Software, and others [9] Continuous Limit-Up Stocks - There were 32 first-time limit-up stocks today, with 4 stocks achieving 2 consecutive limit-ups and 11 stocks achieving 3 or more consecutive limit-ups [10] - The top 5 stocks by consecutive limit-ups included Jinfu Technology, Haiwang Biological, and others [10]

（原标题：主力资金丨这只龙头股遭资金大幅撤离！） 8个行业获主力资金净流入。 据证券时报·数据宝统计，今日（12月2日）沪深两市主力资金净流出310.83亿元，其中创业板净流出142.83亿元，沪深300成份股净流出77.78亿 元。 行业板块方面，申万一级8个行业上涨，石油石化行业涨幅居首，达0.71%；轻工制造、家用电器、建筑材料和通信等行业均微涨。23个下跌行业 中，传媒、有色金属、计算机、医药生物和电力设备行业跌幅居前，均超1%。 从资金流向来看，申万一级行业中，8个行业获主力资金净流入。轻工制造和农林牧渔行业主力资金净流入居前，均超5亿元；汽车和房地产行业 主力资金净流入均超4亿元；还有综合、建筑材料、煤炭和交通运输等行业获主力资金净流入。 23个主力资金净流出的行业中，电子、通信和电力设备行业净流出均超40亿元，居前列；计算机、有色金属、非银金融和机械设备等行业主力资 金净流出均超15亿元。 光模块龙头股获大幅净买入 从个股来看，58股主力资金净流入均超1亿元，其中22股净流入金额均超2亿元。 3股主力资金净流出金额逾10亿元，其中通信龙头股中兴通讯主力资金净流出30.23亿元，居首，净流出额创2 ...