沪深股通今日合计成交3247.56亿，其中寒武纪和宁德时代分居沪股通和深股通个股成交额首位。板块主力资金方面，国防军工板块主 力资金净流入居首。 ETF成交方面，科创100指数ETF（58803 0）成交额环比增长154%。 龙虎榜方面， 商业航天概念今日集体爆发，人气股金风科技尾盘涨停晋级3连板，获一家实力游资（中国银河证券大连黄河路）大幅净 买入3. 79亿。 航天电器获多路资金青睐，获深股通买入0 .9 5亿，两家机构买入3.58亿，两家一线游资（华鑫证券上海宛平南路、中泰 证券湖北分公司）分别买入2.59亿、0.73亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1484. 13亿，深股通总成交金额为1763 .44亿。 | | 沪股道( | 1月8日 | ) | | | --- | --- | --- | --- | --- | | 担名 | 股票代码 | 股票名称 | | 成交金额(亿元) | | 1 | 688256 | 寒武纪 | | 34.09 | | 2 | 601899 | 三分别,不 | | 25.08 | | 3 | 688041 | 海米信息 | | 24.43 | | 4 | ...

截至2025年12月31日 13:57，上证科创板100指数上涨0.38%，成分股睿创微纳上涨3.22%。科创100指数 ETF(588030)上涨0.36%，冲击3连涨。最新价报1.39元。拉长时间看，截至2025年12月30日，科创100指 数ETF近1周累计上涨3.91%。 国家发展改革委政策研究室相关负责人表示，我国深入实施"人工智能+"行动，为人工智能算力芯片提 供了广泛应用场景，各类型算力芯片需求增长迅速、创新非常活跃。目前，国产芯片产品在不同场景中 加速适配，应用成效非常好。特别是"超节点"等集群互联技术发展，为国产算力赶上国际领先水平提供 了良好机遇，拓展了广阔发展空间。未来，随着产业链上下游协同持续深化，国产算力水平将不断提 升，为人工智能产业发展提供更加有力的支撑。 此外，工信部等四部门印发《汽车行业数字化转型实施方案》，加速关键环节人工智能应用拓展。支持 企业在研发设计、生产制造、经营管理等环节深度集成人工智能技术，打造汽车行业大模型和丰富智能 体应用，探索在软件与智能化研发、智能工艺规划与虚拟调试等领域打造垂域大模型。组织行业"人工 智能+"应用行动，遴选一批人工智能创新应用标杆案例。 ...

截至2025年12月30日 13:21，上证科创板100指数上涨0.05%，成分股东芯股份上涨8.26%，绿的谐波上 涨6.50%，睿创微纳上涨4.56%，容百科技上涨4.45%，埃夫特上涨3.63%。科创100指数ETF(588030)上 涨0.15%，最新价报1.38元。拉长时间看，截至2025年12月29日，科创100指数ETF近1周累计上涨 4.08%。 流动性方面，科创100指数ETF盘中换手4.11%，成交2.65亿元。拉长时间看，截至12月29日，科创100 指数ETF近1年日均成交3.31亿元。 近日，SEMI预测，今年全球半导体制造设备市场规模将再创新高，同比增长13.7%至1330亿美元。在 AI和HBM需求的推动下，2026年半导体制造设备市场规模将再度增长至1450亿美元。 规模方面，科创100指数ETF最新规模达64.32亿元，创近1月新高。（数据来源：Wind） 份额方面，科创100指数ETF最新份额达46.68亿份，创近1月新高。（数据来源：Wind） 从资金净流入方面来看，科创100指数ETF近3天获得连续资金净流入，最高单日获得2.44亿元净流入， 合计"吸金"2.69亿元， ...

Group 1 - The core viewpoint of the news highlights the performance and growth of the Sci-Tech Innovation 100 Index and its ETF, indicating a positive trend in the market with a recent increase in both index and ETF values [1][3] - The Sci-Tech Innovation 100 Index ETF has seen a significant increase in its scale, reaching 6.158 billion yuan, marking a new high in the past month [3] - The ETF has experienced a notable inflow of funds, with a net inflow of 8.1815 million yuan recently, and a total of 140 million yuan over the last ten trading days [3] Group 2 - The National Venture Capital Guidance Fund has been launched, focusing on early-stage investments in hard technology sectors such as artificial intelligence, biopharmaceuticals, quantum technology, and 6G, with a long-term investment horizon of 15 to 20 years [1] - A strategic emerging industry development fund of 51 billion yuan has been initiated, targeting sectors like artificial intelligence, aerospace, high-end equipment, and future energy, which are expected to receive dual support from policies and funding [2] - The top ten weighted stocks in the Sci-Tech Innovation 100 Index account for 26.72% of the index, indicating a concentration in key companies such as Huahong Semiconductor and East China Semiconductor [3]

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 ...

Group 1 - The core viewpoint of the news is that the STAR 100 Index and its ETF are experiencing significant upward momentum, driven by a new wave of price increases in the semiconductor sector and strong market performance in technology-related stocks [1][2]. Group 2 - As of December 25, 2025, the STAR 100 Index rose by 1.45%, with component stock Ruichuang Micro-Nano increasing by over 4% [1]. - The STAR 100 Index ETF (588030) also saw a rise of 1.40%, marking its fifth consecutive increase, with a latest price of 1.37 yuan [1]. - Over the past week, the STAR 100 Index ETF has accumulated a rise of 3.75% [1]. - The liquidity of the STAR 100 Index ETF showed a turnover rate of 1.53% during the trading session, with a transaction volume of 93.0371 million yuan [1]. - The average daily transaction volume of the STAR 100 Index ETF over the past year was 3.32 billion yuan [1]. - A new round of price increases in the semiconductor sector has begun, with companies like SMIC and World Advanced announcing price hikes of around 10% for downstream customers, particularly in the BCD process platform [1]. - Major memory suppliers such as Samsung Electronics and SK Hynix have raised HBM3E prices by nearly 20% for the upcoming year [1]. - The STAR 100 Index ETF's latest scale reached 6.054 billion yuan, marking a one-month high [2]. - In the past two weeks, the STAR 100 Index ETF's shares increased by 10.5 million shares, indicating significant growth [2]. - The STAR 100 Index ETF experienced a net outflow of 16.1392 million yuan recently, but has attracted a total of 144 million yuan over the last ten trading days [2]. - The STAR 100 Index consists of 100 securities selected from the STAR Market based on market capitalization and liquidity, reflecting the overall performance of different market capitalization companies [2]. - As of November 28, 2025, the top ten weighted stocks in the STAR 100 Index accounted for 26.72% of the index, including companies like Huahong Semiconductor and BeiGene [2].

Group 1 - The core viewpoint of the news highlights the strong performance of the Sci-Tech Innovation Board 100 Index, with significant gains in constituent stocks such as Jiewa Technology and Huafeng Technology, indicating a bullish trend in the market [1] - The Sci-Tech 100 Index ETF (588030) has shown a 1.06% increase, marking a three-day consecutive rise, with a latest price of 1.34 yuan and a weekly cumulative increase of 1.77% as of December 22, 2025 [1] - The liquidity of the Sci-Tech 100 Index ETF is robust, with a turnover rate of 2.54% and a transaction volume of 151 million yuan, while the average daily transaction volume over the past year is 335 million yuan, ranking first among comparable funds [1] Group 2 - The rapid development of China's chip technology is expected to reach a "DeepSeek moment" by 2026 or 2027, potentially disrupting Nvidia and its supply chain [1] - Research breakthroughs in the next-generation optical chip field by Shanghai Jiao Tong University have led to the first all-optical computing chip capable of supporting large-scale semantic media generation models [1] - According to招商证券, the growth in AI demand is driving global storage and advanced process capacity expansion, with domestic storage and advanced process expansion expected to accelerate in 2026-2027 [2] - The storage sector is experiencing continuous price increases, with major companies anticipating positive performance trends in Q4, while structural opportunities remain due to limited output next year [2] - The Sci-Tech 100 Index ETF has seen a significant growth of 1.46 billion yuan in scale over the past week, ranking second among comparable funds [2] - The ETF has also experienced a notable increase of 1.14 billion shares in the past two weeks, again ranking second among comparable funds [2] - The latest net outflow of funds from the Sci-Tech 100 Index ETF is 71.41 million yuan, but it has attracted a total of 128 million yuan over the last five trading days [2] - The Sci-Tech 100 Index reflects the overall performance of 100 medium-sized and liquid securities selected from the Shanghai Stock Exchange's Sci-Tech Innovation Board [2]

Group 1 - The core viewpoint of the news highlights the performance of the Sci-Tech Innovation Board 100 Index and its ETF, indicating a positive trend with a 0.87% increase in the index and a 0.83% rise in the ETF, marking three consecutive days of gains [1] - The top-performing stocks within the Sci-Tech Innovation Board 100 Index include Jiewa Technology, Huafeng Technology, and Zhongke Feimeng, with respective increases of 13.31%, 11.77%, and 6.78% [1] - Samsung has launched the world's first 2nm process smartphone application processor, the Exynos 2600, which features a new 10-core CPU design and claims a performance improvement of up to 39% [1] Group 2 - The technology sector remains the core theme of the current bull market, with the semiconductor cycle showing an upward resonance pattern driven by sustained demand for AI computing power [2] - The Sci-Tech Innovation Board 100 Index ETF has seen a significant scale increase of 1.46 billion yuan over the past week, ranking second among comparable funds [2] - The ETF has also experienced a notable increase in shares, with a growth of 1.14 million shares over the past two weeks, again ranking second among comparable funds [2] Group 3 - As of November 28, 2025, the top ten weighted stocks in the Sci-Tech Innovation Board 100 Index account for 26.72% of the index, with companies like Huahong Semiconductor and East China Semiconductor leading the list [3] - The Sci-Tech Innovation Board 100 Index ETF is closely tracking the performance of the Sci-Tech Innovation Board 100 Index, which selects 100 securities with medium market capitalization and good liquidity from the Shanghai Stock Exchange's Sci-Tech Innovation Board [2][3]

Group 1: Market Overview - The total trading volume of Shanghai and Shenzhen Stock Connect reached 179.76 billion, with Industrial Fulian and Zhongji Xuchuang leading in trading volume for Shanghai and Shenzhen respectively [1][2] - The total trading amount for Shanghai Stock Connect was 81.04 billion, while Shenzhen Stock Connect was 98.72 billion [2][3] Group 2: Sector Performance - The agriculture, forestry, animal husbandry, and fishery sector saw the highest net inflow of main funds, amounting to 6.77 billion, with a net inflow rate of 2.55% [6][7] - The electronic sector experienced the largest net outflow of main funds, totaling -73.87 billion, with a net outflow rate of -2.43% [7][8] Group 3: Individual Stock Activity - Industrial Fulian had the highest net inflow of main funds at 11.12 billion, with a net inflow rate of 8.69% [9] - Zhongxing Communications faced the largest net outflow of main funds at -30.08 billion, with a net outflow rate of -14.84% [10][11] Group 4: ETF Trading - The A500 ETF Fund (512050) had the highest trading amount at 54.125 billion, while the Zhongzheng A500 ETF ranked second with 44.341 billion [13] - The Sci-Tech 100 Index ETF (588030) saw a significant increase in trading volume, with a 193.44% growth compared to the previous trading day [14] Group 5: Institutional and Retail Activity - Aerospace development stocks saw multiple institutions buying in, with Aerospace Development receiving 1.67 billion from two institutions [16] - Retail investors were active, with a notable purchase of 3.56 billion in Lei Ke Defense by a prominent retail investor seat [19]

从深股通前十大成交个股来看，中际旭创位居首位；立讯精密和新易盛分居二、三位。 今日沪股通总成交金额为810.37亿，深股通总成交金额为987.24亿。 | | 沪股道( | 12月2日 | ) | | | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | | 成交金额(亿元) | | 1 | 601138 | 工业富联 | | 20.22 | | 2 | 600519 | 贵州茅台 | | 9.57 | | 3 | 603993 | 洛阳铝业 | | 9.54 | | 4 | 688256 | 寒武纪 | | 9.49 | | 5 | 603986 | 兆易创新 | | 9.42 | | 6 | 601899 | 紫美矿业 | | 8.20 | | 7 | 603259 | 药明康德 | | 6.77 | | 8 | 688036 | 传音控股 | | 5.93 | | 9 | 600183 | 生益科技 | | 5.70 | | 10 | 600900 | 长江电力 | | 5.19 | | | 深胺道( | 12月2日 | ) | | | 排名 | 股票 ...