□景瑾瑾 丙午马年新春开局，南粤大地干劲升腾。全省高质量发展大会这场"新春第一会"，以制造业与服务业协 同发展为鲜明主题，奏响高质量发展的奋进强音。推动"硬制造"与"软服务"双向赋能、协同共进，既是 培育壮大新质生产力、建设现代化产业体系的关键之举，也是畅通经济循环、提升人民生活品质的务实 之策。 制造业与服务业，恰似产业大树的主干与枝叶，主干挺拔，枝叶方能繁茂；枝叶舒展，主干便能继续向 上生长。以制造业之强牵引服务业之优，以服务业之优增进制造业之强，在"制造强省"与"服务高地"相 互成就中打开产业发展新天地，才能让现代化产业体系这棵大树在南粤沃土上根深叶茂、茁壮成长。推 进两业协同发展，不是简单的业态叠加，而是创新链、产业链、供应链、价值链的全方位融合、系统性 升级。从华为乾崑"硬件+软件"驱动新能源汽车智能化，到希音"小单快反"柔性供应链打通生产端和需 求端，在广东，智能工厂、工业互联网、共享生产、柔性定制、总集成总承包等两业协同发展的新业态 新模式加速涌现，既推动制造业向高端化、智能化、绿色化攀升，也引领服务业向精准化、高效化、专 业化进阶，从而让现代化产业体系更有韧性、让经济发展更具活力。 广东有1. ...

Q S 7 0 , / 12 la 9 S n of ZU d g A- C:4 u . 2 t | 日期 | 上证 | | 深圳 | | 主力净流入 | | 12:51 | | --- | --- | --- | --- | --- | --- | --- | --- | | 收盘价 | | 涨跌幅 | 收盘价 | 涨跌幅 | 净额 | 净占比 | 是 | | 2026-02-02 4015.75 -2.48% 13824.35 -2.69% -1019.98亿 -3.95% | | | | | | | -694. | | 2026-01-30 4117.95 -0.96% 14205.89 -0.66% | | | | | -948.68亿 | -3.35% | -509. | | 2026-01-29 4157.98 0.16% 14300.08 -0.30% | | | | | -904.57亿 | -2.80% | -502. | | 2026-01-28 4151.24 0.27% 14342.89 0.09% | | | | | -435.98亿 -1.47% | | -184. | | 202 ...

主力资金净流入排名 | 代码 | 简称 | 主力资金净流入（万 | 主力资金流入率 | 涨跌幅 | 换手率（%） | | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | （%） | | | 688270 | 臻镭科技 | 58525.62 | 9.49 | 20.00 | 14.32 | | 688223 | 晶科能源 | 44504.44 | 11.81 | 20.00 | 5.75 | | 688387 | 信科移动 U | 43641.85 | 7.50 | 18.41 | 13.88 | | 688568 | 中科星图 | 43179.10 | 8.91 | 16.04 | 7.38 | | 688777 | 中控技术 | 34808.31 | 8.97 | 7.46 | 6.84 | | 688111 | 金山办公 | 28520.90 | 8.64 | 3.00 | 2.02 | | 688375 | 国博电子 | 26766.04 | 11.64 | 15.03 | 2.82 | | 688472 | 阿特斯 | 16027.32 | 4 ...

1月12日，A股市场震荡拉升，截至收盘，三大指数均涨超1%，沪深两市成交额3.6万亿，连续第2个交易日突破3万亿，较上一个交易日放量4922亿，刷新 此前在2024年10月8日创下的成交额历史纪录。全市场超4100只个股上涨，其中201只个股涨停。 午后，脑机接口概念股走高，南京熊猫（600775）盘中实现6天5板；可控核聚变概念股表现活跃，法尔胜（000890）涨停，哈焊华通（301137）涨超 11%。数字媒体、军工电子、软件服务、云服务等板块涨幅居前。 可控核聚变概念异动拉升，中国核建（601611）、雪人集团（002639）走出4天3板，国光电气、哈焊华通涨超10%，常辅股份、合锻智能（603011）、中 核科技（000777）、爱科赛博等冲高。消息面上，近日，新奥自主设计开发的第二代高温超导模型TF线圈顺利通过出厂测试，各项指标均满足新奥氢硼 球形环的需求，并达到预期设计指标。作为商业聚变堆中建造成本最高的关键部件，磁体的技术突破对聚变商业化至关重要。 关于A股后市，中航证券首席经济学家董忠云认为，从2026年第一周来观察，春季躁动或已迎来主升浪，行情主要来自基本面、政策面和基本面改善的支 撑。他指 ...

Core Insights - The report predicts an upcoming adjustment to the Hong Kong Stock Connect list in March 2026, with the announcement expected on February 20, 2026, and implementation on March 6, 2026 [1][6]. Group 1: Event Description - The adjustment period for the Hang Seng Composite Index ended on December 31, 2025, and the new list of stocks for the Hong Kong Stock Connect will be released shortly [6][7]. Group 2: Potential Stocks for Inclusion - A total of 47 stocks are expected to meet the criteria for inclusion in the Hong Kong Stock Connect. The pharmaceutical and biotechnology sector has a significant representation among these potential stocks, including names such as: - **Pharmaceutical and Biotechnology**: 英矽智能, 中慧生物-B, 宝济药业-B, 派格生物医药-B, 劲方医药-B, 轩竹生物-B, 康臣药业, 科济药业-B, 海西新药, 长风药业, 维立志博-B, 林清轩, 歌礼制药-B [7]. - **Software Services**: 经纬天地, 希迪智驾, 卓越睿新, 诺比侃, 赤子城科技, 量化派, 迅策, 聚水潭, 果下科技, 五一视界, HASHKEY HLDGS, 卧安机器人, 滴普科技 [7]. - **Non-Bank Financials**: OSL Group, 耀才证券金融, 轻松健康, 国富量子 [7]. - Other sectors include metals, hardware, banking, automotive, consumer retail, household goods, appliances, machinery, defense, industrial trade, utilities, and medical devices [7]. Group 3: Performance Expectations - Stocks that are about to be included in the Hong Kong Stock Connect are expected to perform strongly. Historical backtesting shows that stocks included in the Connect tend to exhibit significant excess returns before and after their inclusion, particularly with the anticipated continued inflow of southbound capital [8].

Group 1 - U.S. stock futures are higher, with Dow futures gaining around 200 points [1] - Argenx SE shares fell 6% to $825.00 in pre-market trading after discontinuing Phase 3 studies of efgartigimod SC in thyroid eye disease [1] Group 2 - TryHard Holdings Ltd shares tumbled 15.2% to $13.16 in pre-market trading after a previous jump of 58% [2] - Site Centers Corp declined 13.4% to $6.33 in pre-market trading [2] - Exicure Inc dipped 8.7% to $5.80 in pre-market trading after gaining 5% on Friday [2] - Celldex Therapeutics Inc declined 8.4% to $25.19 in pre-market trading [2] - CapsoVision Inc fell 6.4% to $12.03 in pre-market trading after a decline of around 11% on Friday [2] - Zillow Group Inc fell 5.6% to $70.50 in pre-market trading [2] - BeOne Medicines AG declined 4.9% to $303.50 in pre-market trading [2] - ServiceNow Inc fell 4.7% to $824.50 in pre-market trading after a downgrade to Underweight by KeyBanc [2] - WaterBridge Infrastructure LLC fell 4.4% to $20.05 in pre-market trading [2] - Pharming Group N V declined 4.2% to $17.23 in pre-market trading [2]

Company Overview - Jingdezhen Henglv Packaging Co., Ltd. has been established with a registered capital of 50,000 RMB [1] - The legal representative of the company is Chen Wuqing [1] Business Scope - The company operates in various sectors including packaging services, sales of pre-packaged health foods, and sales of packaging materials and products [1] - It also engages in the sale of pre-packaged food, metal packaging containers and materials, and internet sales of food (limited to pre-packaged food) [1] - Additional services include professional design, bag repair, daily necessities sales, software outsourcing, daily product repair, cargo packing services, office equipment sales, and typing and copying services [1]

天眼查App显示，近日，长沙量晖科技有限公司成立，法定代表人为沈凯丰，注册资本100万人民币， 经营范围为一般项目：电子产品销售;电工仪器仪表销售;电子测量仪器销售;光学仪器销售;物联网设备 销售;教学专用仪器销售;集成电路销售;集成电路芯片及产品销售;半导体器件专用设备销售;智能无人飞 行器销售;数字视频监控系统销售;工业机器人销售;互联网设备销售;电子元器件与机电组件设备销售;工 业控制计算机及系统销售;办公设备耗材销售;软件销售;技术服务、技术开发、技术咨询、技术交流、技 术转让、技术推广;信息系统集成服务;区块链技术相关软件和服务;信息系统运行维护服务;物联网技术 服务;人工智能通用应用系统;智能机器人的研发;集成电路设计;集成电路芯片设计及服务;智能控制系统 集成;云计算装备技术服务;信息技术咨询服务;软件开发;专业设计服务;工业机器人安装、维修;通用设备 修理;专用设备修理;计算机及办公设备维修;仪器仪表修理;广告设计、代理;图文设计制作;打字复印;会议 及展览服务;数字创意产品展览展示服务（除依法须经批准的项目外，自主开展法律法规未禁止、未限 制的经营活动）。 ...

Market Overview - U.S. stock futures were mostly lower, with S&P 500 futures down approximately 0.2% [1] Outset Medical Inc - Outset Medical reported a quarterly loss of $0.69 per share, missing the analyst consensus estimate of a loss of $0.66 per share [2] - The company reported quarterly sales of $29.431 million, which fell short of the analyst consensus estimate of $30.880 million [2] - Following the disappointing results, Outset Medical shares dropped 25.8% to $8.95 in pre-market trading [2] Other Companies - Gemini Space Station Inc saw a decline of 9.7% to $15.20 after disclosing third-quarter results [4] - CoreWeave Inc fell 9.2% to $95.90 following its third-quarter results [4] - Life360 declined 7.3% to $86.45 after announcing an agreement to acquire Nativo [4] - Century Aluminum Co dropped 6% to $30.37 after posting weak quarterly earnings [4] - Beyond Meat Inc experienced a 6% decline to $1.26 due to a wider-than-expected quarterly loss [4] - Harrow Inc fell 5.3% to $32.30 after reporting worse-than-expected quarterly sales [4] - Nanobiotix SA – ADR decreased by 5.3% to $20.99 after a previous jump of 12% [4] - CleanSpark Inc declined 5.3% to $14.24 as it announced the upsizing and pricing of a $1.15 billion convertible notes offering [4]

Core Viewpoint - Apple's stock price increased by 0.2%, marking its total market capitalization surpassing $4 trillion for the first time, making it the third U.S. company to reach this milestone [1]. Group 1: Market Capitalization - The total market capitalization of major U.S. companies includes: - Nvidia (NVDA) at $4.74 trillion - Microsoft (MSFT) at $4.08 trillion - Apple (AAPL) at $4 trillion - Google Class C (GOOG) at $3.28 trillion - Google Class A (GOOGL) at $3.27 trillion - Amazon (AMZN) at $2.43 trillion - Meta Platforms (META) at $1.9 trillion - Broadcom (AVGO) at $1.72 trillion - Taiwan Semiconductor Manufacturing Company (TSM) at $1.54 trillion - Tesla (TSLA) at $1.51 trillion [2].