证券日报网讯好上好（001298）9月30日在互动平台回答投资者提问时表示，公司全资子公司深圳市天 午科技有限公司是摩尔线程的授权代理商，公司主要为其全功能GPU及相关产品进行市场推广，配合客 户应用方案设计落地与提供相应的技术支持；公司并未间接或者直接持有摩尔线程的股份，请广大投资 者注意投资风险。 ...

Core Viewpoint - The collaboration between Danghong Technology and Moore Threads focuses on advanced audiovisual engines and ultra-high-definition GPU computing, indicating a strong partnership in the AI and graphics rendering sectors [1] Company Collaboration - Danghong Technology has established a deep partnership with Moore Threads, working together on professional audiovisual engines and ultra-high-definition GPU computing scenarios [1] - The BlackEye multimodal audiovisual model from Danghong Technology has been deeply integrated with Moore Threads' GPUs, enhancing performance and capabilities [1] Technical Capabilities - Moore Threads' full-featured GPUs are capable of meeting the training needs for large-scale computations, providing efficient and stable computing support for models with hundreds of billions of parameters [1] - Danghong Technology possesses significant expertise in core technology areas such as ultra-high-definition and artificial intelligence, which complements the high bandwidth, high memory, and strong interconnectivity of Moore Threads' GPUs [1] Future Prospects - The collaboration between Danghong Technology and Moore Threads presents broad prospects in areas such as audiovisual content production, graphics rendering, and video encoding/decoding [1]

Group 1: ETF Performance - The Sci-Tech Chip ETF had a turnover rate of 8.39% during the trading session, with a transaction volume of 3.206 billion yuan [3] - Over the past week, the average daily transaction volume of the Sci-Tech Chip ETF reached 4.909 billion yuan, ranking first among comparable funds [3] - The ETF's scale increased by 4.168 billion yuan in the past week, achieving significant growth and ranking first in new scale among comparable funds [3] - The ETF's shares grew by 1.146 billion shares in the past week, also ranking first in new shares among comparable funds [3] - The ETF experienced continuous net inflows over the past four days, with a maximum single-day net inflow of 1.186 billion yuan, totaling 2.770 billion yuan [3] Group 2: Historical Performance - As of September 26, the net value of the Sci-Tech Chip ETF has increased by 127.79% over the past two years, ranking 7th out of 2346 index equity funds, placing it in the top 0.30% [3] - Since its inception, the ETF's highest monthly return was 35.07%, with the longest consecutive monthly gains being four months and the longest cumulative gain being 36.01%, averaging a monthly return of 9.53% during rising months [3] Group 3: Key Holdings - As of August 29, 2025, the top ten weighted stocks in the Shanghai Sci-Tech Chip Index include Cambricon, Haiguang Information, SMIC, Lattice Semiconductor, Zhongwei Company, Chipone, Dongxin Technology, Hu Silicon Industry, Amlogic, and Hengxuan Technology, collectively accounting for 62.02% of the index [3] Group 4: Industry Developments - On September 26, Moore Threads' IPO was approved, with the company focusing on full-function GPUs, being one of the few domestic companies that balance graphic rendering and AI computing, planning to raise 8 billion yuan for the development of a new generation of autonomous controllable chips [4] - Looking ahead to October, the industry layout is focused on areas of sustained high prosperity and turnaround challenges, particularly in AI and humanoid robot supply chains, with strong growth momentum expected due to increased computing power investments domestically and internationally [4]

Core Viewpoint - The semiconductor sector is experiencing a notable rise, with key indices showing positive performance and significant investment activity in related ETFs [1] Group 1: Market Performance - As of 14:00, the China Securities Chip Industry Index increased by 1.4%, and the China Securities Semiconductor Materials and Equipment Theme Index rose by 1.8% [1] - The semiconductor equipment ETF, E Fund (159558), saw a real-time net subscription of nearly 1.3 billion units [1] Group 2: Company Developments - On September 26, Moore Threads' IPO was approved, focusing on full-function GPUs, making it one of the few domestic companies that balance graphic rendering and AI computing [1] - Moore Threads plans to raise 8 billion yuan for the development of next-generation autonomous and controllable chips [1] - Alibaba Cloud introduced the new generation of Panjiu 128 ultra-node AI servers at the 2025 Cloud Habitat Conference, designed to efficiently support various AI chips, with a single cabinet accommodating 128 AI computing chips, setting a new industry density record [1] Group 3: Index and ETF Information - The China Securities Chip Industry Index includes 50 listed companies involved in chip design, manufacturing, and related materials or equipment [1] - The China Securities Semiconductor Materials and Equipment Theme Index comprises 40 listed companies engaged in semiconductor materials and equipment [1] - The E Fund Chip ETF (516350) and the E Fund Semiconductor Equipment ETF (159558) track the aforementioned indices, providing investors with opportunities in the semiconductor sector [1]

截至2025年9月29日 09:48，上证科创板人工智能指数下跌0.69%。成分股方面涨跌互现，奥普特领涨 2.64%，道通科技上涨2.04%，奥比中光上涨1.92%；合合信息领跌3.94%，航天宏图下跌3.60%，芯原股 份(688521)下跌2.88%。科创AIETF(588790)下跌0.83%，最新报价0.84元。拉长时间看，截至2025年9月 26日，科创AIETF近1周累计上涨3.30%。 流动性方面，科创AIETF盘中换手1.12%，成交7743.94万元。拉长时间看，截至9月26日，科创AIETF近 1月日均成交8.92亿元，排名可比基金第一。 【事件/资讯】 1、26日，国家发展改革委等6部门印发《关于加强数字经济创新型企业培育的若干措施》，其中提到： 强化算力资源供给，支撑深入实施"东数西算"工程。 2、26日，交通运输部等七部门印发《关于"人工智能+交通运输"的实施意见》，其中提到：加强行业算 力资源统筹，动态整合企业算力。 3、9月26日，摩尔线程IPO过会，公司主要产品是全功能GPU，是国内极少数兼顾图形渲染与AI计算的 国产GPU公司，公司拟募资80亿元，用于新一代自主可控AI训推 ...

Group 1: Industry Developments - Moore Threads' IPO application has been approved, potentially making it the first domestic GPU company to go public, focusing on both graphics rendering and AI computing [2] - Didi has launched its AI travel assistant "Xiao Di Beta v0.8," which offers customized ride options based on user input [4] - Didi's overseas ride-hailing service has expanded to Australia, New Zealand, and Egypt, now operating in 12 countries and over 1,000 cities [11] Group 2: Company News - Wang Jianlin's "height restriction" has been lifted, with no current risk information available regarding him or Wanda Group [3] - Xiaomi's demand for the 17 Pro Max model has exceeded expectations, prompting the company to increase production [6] - HP has introduced new printing products tailored to the evolving needs of Chinese households, emphasizing the importance of the Chinese market for its global strategy [12] Group 3: Financing Activities - Beijing Xinghe Power Aerospace Technology Co., Ltd. has completed a D-round financing totaling 2.4 billion yuan, with multiple investment funds participating [12] - Yuliqi Robotics has secured nearly 100 million yuan in two rounds of angel financing, with participation from several well-known financial institutions [13] - "Leisure Technology" has completed a 200 million yuan angel financing round, marking its third round of financing in nine months [14] - "Bai Xing Intelligent" has announced a Pre-A round financing of several tens of millions of yuan, led by Jinsha River Venture Capital [15]

Group 1: Industry Developments - Moore Threads' IPO application has been approved, potentially making it the first domestic GPU company to go public, focusing on both graphics rendering and AI computing [2] - Didi has launched its AI travel assistant, which customizes ride options based on user input, enhancing user experience [4] - Didi's overseas ride-hailing service has expanded to Australia, New Zealand, and Egypt, now operating in 12 countries and over 1,000 cities [11] Group 2: Company News - Wang Jianlin's restrictions have been lifted, indicating a resolution to economic disputes involving Wanda Group [3] - Xiaomi's demand for the 17 Pro Max model has exceeded expectations, prompting the company to increase production [6] - HP has introduced new printing products tailored to the evolving needs of Chinese households, emphasizing the importance of the Chinese market [12] Group 3: Investment Activities - Beijing Xinghe Power Aerospace completed a D-round financing of 2.4 billion yuan, with multiple investment funds participating [12] - Yuliqi Robotics announced nearly 100 million yuan in angel financing, with participation from several notable financial institutions [13] - "Leisure Technology" secured 200 million yuan in angel financing, aiming to accelerate the development of consumer-grade intelligent products [14] - "Bai Xing Intelligent" completed a Pre-A round financing of several million yuan, focusing on AI Agent solutions for foreign trade [15]

【零跑汽车创始人朱江明回应被 "限高"】 9 月 28 日，就零跑汽车因业务纠纷被强制执行一事，零 跑汽车创始人、董事长朱江明在其朋友圈上发文称， 3 天的"限高"今天总算解除了，这次风波也暴 露了团队的一些不足，能力还需要进一步提升，这次事件也更加坚定了其对零跑的信心。"不经历风 雨，不能见彩虹，经营企业真的不容易，需要社会各界更多的督促和支持。"据中国执行信息公开 网， 9 月 25 日，广州市白云区人民法院将浙江零跑科技股份有限公司和其全资子公司凌跑汽车商贸 有限公司列为失信被执行人。作为零跑汽车创始人、董事长，朱江明也因此被限制高消费。（蓝鲸新 闻） 【贾国龙清空社交账号】 9 月 28 日，搜索发现，西贝餐饮创始人贾国龙的抖音目前仅保留一条公开 视频作品，发布于 2024 年 9 月 30 日，该视频为"大熊专访贾国龙"，涉及西贝餐饮成长史，称西 贝是西北菜领域佼佼者、年营收达 62 亿。贾国龙的小红书账号、视频号账号内容则已清空。（东方 财经） 完整早报音频，请点击标题下方小耳机收听 【万达知情人士回应王健林被限高：或因执行层面信息不对称导致】 近日，大连万达集团股份有限公 司及其法定代表人王健林 ...

Market Overview - The three major indices experienced slight increases during the week from September 22 to September 26, with the Shanghai Composite Index closing at 3828.11 points, a weekly increase of 0.21% [1] - The Shenzhen Component Index closed at 13209.00 points, with a weekly increase of 1.06% [1] - The ChiNext Index closed at 3151.53 points, reflecting a weekly increase of 1.96% [1] Trading Volume and Value - The total trading volume for the week in the Shanghai and Shenzhen markets was 6759.59 billion shares, a decrease of approximately 15.25% from the previous week [1] - The total trading value was 114606.56 billion yuan, with an average daily trading amount of 22921.41 billion yuan, down about 7.98% from the previous week [1] Individual Stock Performance - A total of 1649 stocks rose, while 3729 stocks fell, and 57 stocks remained flat during the week [3] - The top ten stocks with the largest gains included Jianfa Zhixin, Xinhua New Materials, and Haocreative Technology, among others [3][4] - The top ten stocks with the largest declines included Borui Pharmaceutical, Xiangjiang Holdings, and Haotaitai, among others [5] Market Sentiment and Future Outlook - The market is experiencing a clear differentiation between large-cap and small-cap stocks, with large-cap stocks frequently reaching new highs [6] - The upcoming National Day holiday and the end of the quarter may lead to a decrease in market activity, with investors considering whether to hold stocks or cash during the holiday [6][7] - Institutions suggest that the market may see a decline in risk appetite as funds seek to avoid uncertainty before the holiday [7] - The recent approval of the IPO application for Moer Thread Technology, a company known for its GPU products, reflects strong policy support for key sectors like semiconductors and AI [9] Upcoming Events - The National Day holiday transportation period will begin on September 29 and last until October 10 [10] - The National Bureau of Statistics will release the official manufacturing PMI on September 30, which is crucial for assessing economic conditions [10]

Market Overview - The three major indices experienced slight increases during the week from September 22 to September 26, with the Shanghai Composite Index closing at 3828.11 points, a weekly increase of 0.21%, the Shenzhen Component Index at 13209.00 points, up 1.06%, and the ChiNext Index at 3151.53 points, up 1.96% [1] Trading Volume and Activity - The total trading volume in the Shanghai and Shenzhen markets was 6759.59 billion shares, a decrease of approximately 15.25% from the previous week. The total trading value was 114606.56 billion yuan, with an average daily trading amount of 22921.41 billion yuan, down about 7.98% from the previous week [2][3] Stock Performance - A total of 1649 stocks rose, while 3729 stocks fell, and 57 stocks remained flat during the week [3] - The top ten stocks with the largest gains included Jianfa Zhixin, Jinhua New Materials, Haocreat Technology, and others, with Jianfa Zhixin seeing a five-day increase of 325.53% [4][5] - Conversely, the ten stocks with the largest declines included Borui Pharmaceutical and Xiangjiang Holdings, with Borui Pharmaceutical experiencing a five-day decrease of 38.36% [6] Market Sentiment and Predictions - Recent market trends indicate a clear divergence between large-cap and small-cap stocks, with large-cap stocks frequently reaching new highs. For instance, Huagong Technology achieved 18 new highs in the last 30 trading days, with a total market value of 927.1 billion yuan [7] - The upcoming week is expected to be influenced by the National Day holiday, with only two trading days remaining. Market sentiment appears to be cooling, as indicated by trading volumes [7][8] Institutional Insights - Financial institutions have noted that ahead of the holiday, some funds may seek to reduce positions to avoid uncertainty, leading to a potential decrease in market risk appetite. The market is expected to remain volatile, with a focus on sectors such as chemical fibers, aerospace, automotive, and wind power equipment for investment opportunities [9][10] IPO Developments - A significant event occurred with the successful IPO application of Moer Thread Technology, known as the "domestic Nvidia," which passed the review by the Shanghai Stock Exchange. This reflects strong policy support for key sectors such as semiconductors and AI computing [11][12] Upcoming Events - Key upcoming events include the start of the National Day holiday transportation on September 29 and the release of the official manufacturing PMI by the National Bureau of Statistics on September 30, which could indicate economic recovery if it rises above the neutral level of 50 [13][14][15]