| 涨幅榜 | 资金净流入 | ５日涨幅* | | --- | --- | --- | | 航天军工 | 电脑硬件 | 餐饮旅ं | | +1.30% | +0.84% | +0.149 | | 商业服务 | 酒类 | 造纸 | | +0.02% | +0.02% | -0.149 | 节前最后一个交易日，A股三大指数今日集体下挫，截至收盘，沪指跌1.26%报4082点，深证成指1.28%，创业板指跌1.57%。全市场成交额接近2万亿元，较 前一交易日缩量1618亿元，超3800股下跌。 盘面上，CPO概念下挫，长芯博创跌逾11%；光伏设备板块走低，双良节能跌停；小金属板块普跌，云路股份、龙磁科技等多股跌逾5%；玻璃玻纤板块走 弱，山东药玻领跌；航运港口、F5G概念、钛白粉及Kimi概念等跌幅居前。另外，船舶制造板块走高，亚星锚链涨停；我国完成首次火箭一级箭体海上打捞 回收任务，商业航天板块拉升，航发动力涨停；机器人板块活跃，五洲新春领涨；水产养殖、电机及减速器等板块涨幅居前。(格隆汇) | 上证指数 | 深证成指 | 北证5( | | --- | --- | --- | | 4082.07 | 14100. ...

每经AI快讯，2月13日，指数走弱，创业板指下挫跌逾1.01%，沪指跌0.74%，深成指跌0.75%，算力硬 件方向跌势扩大，玻纤、CPO、有色、油气等板块指数跌幅居前，沪深京三市超2700股下跌。 （文章来源：每日经济新闻） ...

上证指数+0.05%科创50+1.78% 上证50-0.28%创业板指+1.32% 沪深300+0.12%中证500+1.17% 总成交额(万亿人民币)2.16环比增长8% 今日中国股市基本平盘震荡，AI供应链表现出色。 交易台 – 高盛中国收盘 综述 上证指数+0.05%科创50+1.78% 上证50-0.28%创业板指+1.32% 沪深300+0.12%中证500+1.17% 总成交额(万亿人民币)2.16环比增长8% 今日中国股市基本平盘震荡，AI供应链表现出色。 午后成交量有所回升。 临近春节假期，本周板块轮动速度加快。 市场焦点重回 AI基础设 交易台 – 高盛中国收盘 综述 此外，液冷技术的强势支撑了数据中心相关个股的表现。 英维克(002837.SZ)涨停(+10%)。 美国冷却解决方案供应商维谛技术(Vertiv)乐观的第四季度订单数据(增长252%)提振了情绪，激发了对本土液冷供 应商的乐观预期。 非科技板块方面，在官方计划提高电力交易比例并统一电力市场后，电力电网/电力设备板块走势强劲。 有色金属势头依然强劲，稀土领涨。 反之，尽管官方出台了支持春节消费的补贴计划，消费股仍遭遇持续的获利回 ...

影视院线概念低开低走集体大跌，截止午盘下跌3.05%，其中欢瑞世纪、横店影视、博纳影业等股跌停。谷子经济、退税商店、社区团购、游 戏、短剧互动游戏、广电、旅游概念、旅游酒店等行业板块紧随其后，且跌幅均在1%上方。 探底回升，截止午盘三大指数集体收涨，其中沪指上涨0.12%，深成指上涨0.81%，创业板指上涨1.18%。两市合计超2700只个股上涨，合计成交 额1.33万亿。 电网设备概念集体走强，其中思源电气、四方股份均创新高，包括望变电气、顺钠股份、森源电气等在内的多股涨停。有色金属板块反复活跃， 其中翔鹭钨业5天3板，章源钨业2连板。CPO概念再度走强，其中天孚通信涨超10%续创历史新高。燃气轮机概念爆发，其中应流股份、常宝股份 涨停。 消息面：智谱2月12日宣布，对GLM Coding Plan套餐价格体系进行结构性调整，整体价格上调30%以上。2025年我国变压器出口总值达到创纪录 的646亿元，比上年增长近36%。氧化镨钕价格持续攀升，站上80万元/吨 周环比涨9.9%，月环比涨28.8%。 欢迎您在评论中分享自己的看法，大家一起学习和讨论 ...

Core Viewpoint - The A-share market shows a collective rise in the three major indices, indicating a strengthening of the short-term bullish pattern, with strong technical support at the 4100-point level and the 60-day moving average [5]. Market Performance - The A-share indices collectively rose, with the Shanghai Composite Index showing a bullish pattern supported by the 10, 20, 30, and 60-day moving averages [5]. - The market experienced a slight decline in risk appetite, with more stocks falling than rising, particularly in sectors like film and tourism, while small metals and semiconductors performed well [6]. Trading Volume - The total trading volume in both markets reached over 1 trillion, marking a 7.94% increase, although overall trading activity remains below pre-holiday levels [7]. - There is a structural increase in trading volume, with a higher proportion of transactions in high-growth sectors like AI applications and computing hardware, while traditional sectors like the photovoltaic industry and consumer goods saw a decrease [7]. Fund Flows - Main funds showed a net outflow, while retail investors experienced a net inflow, indicating a cautious yet optimistic sentiment among retail participants [8]. - Institutions are focusing on a balanced strategy of "offensive and defensive" by reallocating from high-position speculative stocks to high-growth sectors like AI computing and semiconductors, while also investing in low-volatility defensive sectors like banks and utilities [9]. Investor Sentiment - Retail investors are displaying a cautious optimism, actively seeking structural opportunities in high-growth sectors, particularly in AI applications and cultural media, while remaining vigilant about high-position speculative stocks [9].

Market Overview - The three major indices closed higher, with the ChiNext Index and the Sci-Tech Innovation 50 Index both rising over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.14 trillion, an increase of 157.5 billion compared to the previous trading day [1] - Over 3,200 stocks in the market declined, indicating a mixed performance among different sectors [1] Sector Performance - The computing power industry chain experienced a collective surge, with the computing power leasing concept gaining strength. Major stocks like Dawi Technology achieved a four-day consecutive rise, while Capital Online and Yuke Technology hit the daily limit [2][4] - The liquid cooling server concept was also active, with stocks like Chuanrun Co. and Dayuan Pump Industry reaching their daily limit [2][3] - The electric grid equipment sector saw strong performance, with stocks such as Siyuan Electric and Sifang Co. reaching new highs [3] Individual Stock Highlights - Dawi Technology achieved a four-day consecutive rise, while Yuke Technology and Capital Online both hit the daily limit [2][6] - Stocks in the liquid cooling sector, including Yingweike and Chuanrun Co., also saw significant gains [6] - CPO-related stocks like Tianfu Communication and Robot Technology continued to reach historical highs [6] Future Outlook - The market's focus remains on the computing power chain, with a complete transmission chain of prosperity from computing hardware to leasing, cloud services, and liquid cooling concepts [4] - The overall market sentiment appears optimistic, with signs of accelerated capital allocation in technology growth sectors [8] - However, the market is expected to continue experiencing structural differentiation, emphasizing the importance of identifying core stocks for low-cost entry opportunities [8]

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 一起回顾下今天市场发生了什么事情。 A股震荡上涨 2月12日，沪指全天窄幅震荡，创业板指涨超1%。截至收盘， 沪指涨0.05%，深成指涨 0.86%，创业板指涨1.32%，科创综指涨超1.5%。 | 内地股票 △ ◎ | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 科创综指 | | 4134.02 | 14283.00 | 1816.15 | | +2.03 +0.05% +122.06 +0.86% +27.93 +1.56% | | | | 万得全A | 创业板指 | 北证50 | | 6833.88 | 3328.06 | 1533.17 | | +31.45 +0.46% +43.33 +1.32% +7.67 +0.50% | | | | 沪深300 | 中证500 | 中证A500 | | 4719.58 | 8423.57 | 5923.15 | | +5.76 +0.12% +97.76 +1.17% +27.00 +0.4 ...

Market Overview - The A-share market experienced a slight upward trend on February 12, with the Shanghai Composite Index rising by 0.05%, the Shenzhen Component Index increasing by 0.86%, and the ChiNext Index gaining 1.32% [2] - A total of 2,108 stocks rose, while 3,280 stocks fell, indicating a mixed market sentiment [2][3] AI Sector Performance - The AI sector in Hong Kong saw a significant surge, with Zhizhu (智谱) stock soaring by 30%, bringing its market capitalization close to HKD 200 billion, and its stock price doubling in just a few trading days [13] - Zhizhu released its new flagship model GLM-5, which has shown strong performance in coding and agent capabilities, competing closely with established models [13] - The company announced a structural price adjustment for its GLM Coding Plan, with an overall price increase starting from 30%, reflecting strong market demand and the need for enhanced service quality [13] Data Center and Cooling Technologies - The computing power industry chain showed strong performance, with companies like Youke (优刻得) and Capital Online (首都在线) hitting the daily limit of 20% increase [4] - In the liquid cooling server segment, stocks such as Chuanrun (川润股份) and Yingweike (英维克) also reached their daily limit [6] CPO Sector - Companies in the CPO (Cloud Point of Operation) sector, including Taicheng (太辰光) and Tianfu Communication (天孚通信), saw stock prices rise over 10%, reaching new highs [8] Non-Ferrous Metals Sector - The non-ferrous metals sector continued its upward trend, with stocks like Xianglu Tungsten (翔鹭钨业) and Zhangyuan Tungsten (章源钨业) hitting the daily limit [10] Media Sector Decline - The media sector faced a downturn, with stocks such as Hengdian Film (横店影视) and Jinyi Film (金逸影视) experiencing significant declines, including some hitting the daily limit down [12]

2026.02. 12 本文字数：699，阅读时长大约2分钟 作者 | 一 财 阿驴 2月12日，A股三大指数集体收涨。沪指涨0.05%，深成指涨0.86%，创业板指涨1.32%，科创综 指涨1.56%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 4134.02 c | 2.03 | 0.05% | | 399001 | 深证成指 | 14283.00 c | 122.06 | 0.86% | | 881001 | 万得全A | 6833.88 c | 31.45 | 0.46% | | 000680 | 科创综指 | 1816.15 c | 27.93 | 1.56% | | 399006 | 创业板指 | 3328.06 c | 43.33 | 1.32% | 盘面上，小金属、半导体、电网设备、液冷服务器、CPO板块涨幅居前，影视院线、旅游、零售、 白酒板块走低。 具体来看，电网设备板块涨幅居前，汉缆股份、四方股份、望变电气、顺钠股份涨停。 | 代码 | 名称 | 涨幅 | 册价 | | -- ...

Market Overview - The A-share market saw all three major indices rise, with the Shanghai Composite Index up 0.05%, the Shenzhen Component Index up 0.86%, and the ChiNext Index up 1.32% [1] - The total market turnover reached 2.16 trillion yuan, an increase of 159.7 billion yuan compared to the previous trading day, with nearly 3,300 stocks declining [1] Sector Performance - The computing power leasing concept stocks performed strongly, with major players like Dazhi Technology achieving a four-day consecutive rise, and companies such as Capital Online and Yuke Technology hitting the daily limit [2][6] - The liquid cooling concept stocks also saw significant gains, with Shunling Environment rising over 17% and Fangsheng Co. increasing over 14% [4][6] - The CPO concept was active, with Tianfu Communication rising over 14% and several other stocks in the sector also performing well [7] Notable Stocks - Yuke Technology (688158) rose to 45.05 yuan, up 20.01% [5] - Shunling Environment (301018) reached 88.94 yuan, up 17.43% [5] - Fangsheng Co. (300249) increased to 31.40 yuan, up 14.85% [5] - Dazhi Technology (600589) saw a rise of 10% [7] Weak Sectors - The film and media sector experienced a downturn, with stocks like Hengdian Film and Bona Film hitting the daily limit down, and others like Huayi Brothers and Happiness Blue Sea also declining significantly [10][11] - The retail and food and beverage sectors showed poor performance, with companies like Hai Xin Food hitting the daily limit down [14] Future Outlook - The market is expected to enter a phase of consolidation as the pace of growth in technology and non-ferrous sectors slows down, with trading activity likely to decrease as the Spring Festival approaches [14] - There is an anticipation of a "holiday effect" as the market approaches the holiday season, with potential for stronger performance post-holiday [14]