截至2025年12月26日 10:43，上证科创板100指数上涨0.61%，成分股中复神鹰上涨12.85%，容百科技上 涨8.07%，信科移动上涨6.39%，华丰科技上涨4.99%，东芯股份上涨4.85%。科创100指数ETF(588030) 上涨0.44%，冲击6连涨。最新价报1.38元。拉长时间看，截至2025年12月25日，科创100指数ETF近1周 累计上涨5.92%。 流动性方面，科创100指数ETF盘中换手1.05%，成交6492.33万元。拉长时间看，截至12月25日，科创 100指数ETF近1年日均成交3.31亿元。 消息面上，三星电子计划最早于2027年推出搭载自主研发GPU的应用处理器，这标志着其打造端到端设 备侧人工智能生态系统的重要一步。三星电子计划将其自研图形架构的应用范围从智能手机扩展至智能 眼镜、自动驾驶软件和人形机器人。 华龙证券认为，人形机器人产业正从概念验证迈向商业落地，标志性事件频发，量产临界点加速逼近。 资本引擎启动，公司治理规范化，为大规模融资和量产铺平道路。标志性订单出现。量产目标明确，头 部企业竞相设定清晰时间表，行业拐点可期。 中金公司研报称，中国股票继续受益于 ...

Core Viewpoint - The acquisition of 100% equity in ChipMinds Microelectronics by Amlogic for 316.11 million yuan aims to enhance Amlogic's capabilities in wireless communication and expand its technology boundaries in the AIoT sector [2][3][4] Group 1: Acquisition Details - Amlogic plans to acquire ChipMinds Microelectronics for 316.11 million yuan, which will become a wholly-owned subsidiary and included in Amlogic's consolidated financial statements [2] - ChipMinds specializes in chip design for wireless communication, with a strong core team and established R&D capabilities, having six chips completed and generating revenue from applications in IoT modules and smart devices [2] Group 2: Strategic Implications - The acquisition is expected to facilitate deep collaboration between the two companies' technologies and teams, enhancing Amlogic's capabilities in a multi-dimensional communication technology stack, including cellular, optical, and Wi-Fi [2][3] - Amlogic aims to build a comprehensive AIoT platform solution centered on "edge intelligence + computing power + communication," enhancing competitiveness in various application scenarios, particularly in wide-area network AIoT [3] Group 3: Future Developments - In the automotive electronics sector, Amlogic plans to leverage the multi-dimensional communication capabilities to meet the high bandwidth and low latency demands of smart vehicles, promoting the development of integrated SoC solutions [3] - The technological integration with ChipMinds in ultra-low power and wearable devices will enrich Amlogic's existing product portfolio, accelerating the evolution of its W series products towards Wi-Fi 7 and ultra-low power Wi-Fi [3][4]