| 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行 | | --- | --- | --- | --- | | 协鑫集成 | 2.58 | -13.42亿元 | 光伏设备 | | 光库科技 | -1.71 | -8.53亿元 | 通信设 | | 信维通信 | -3.66 | -8.37亿元 | 消费电子 | | 杉杉股份 | -4.24 | -8.27亿元 | 电子元件 | | 天孚通信 | -2.84 | -8.17亿元 | 通信设备 | | 中超控股 | -6.14 | -7.80亿元 | 电网设备 | | 宁德时代 | -1.07 | -7.01亿元 | 电池 | | 蓝色光标 | 0.5 | -6.87亿元 | 文化传艾 | | 航天电子 | -3.03 | -6.79亿元 | 航天航空 | | 三六零 | 1.24 | -6.72亿元 | 软件开发 | | 西部材料 | -6.78 | -6.56亿元 | 小金属 | 据交易所数据显示，截至2月10日午后一小时，主力资金流出前20的股票分别为： 协鑫集成（-13.42亿元）、 光库科技（-8.53亿元）、 信维通信（-8.37亿 元）、 ...

| 股票名称 | | 主力资金流向 | 所属行 | | --- | --- | --- | --- | | 协鑫集成 | 4.17 | -10.09亿元 | 光伏设备 | | 杉杉股份 | -3.04 | -6.79亿元 | 电子元件 | | 三六零 | -0.15 | -6.49亿元 | 软件开发 | | 天孚通信 | -3.92 | -5.61亿元 | 通信设; | | 航天发展 | -4.85 | -5.30亿元 | 通信设; | | 信维通信 | -3.18 | -5.25亿元 | 消费电- | | 光库科技 | -2.38 | -5.18亿元 | 通信设备 | | 蓝色光标 | -0.55 | -5.17亿元 | 文化传史 | | 巨力索具 | -0.75 | -4.65亿元 | 通用设 | | 西部材料 | -5.76 | -4.42亿元 | 小金属 | | 航天电子 | -3.6 | -4.37亿元 | 航天航空 | 据交易所数据显示，截至2月10日开盘一小时，主力资金流出前20的股票分别为： 协鑫集成（-10.09亿元）、 杉杉股份（-6.79亿元）、 三六零（-6.49亿 元）、 天孚通信（ ...

据交易所数据显示，截至2月10日午间收盘，主力资金流出前20的股票分别为： 协鑫集成（-11.51亿元）、 天孚通信（-8.16亿元）、 光库科技（-7.63亿 元）、 杉杉股份（-7.49亿元）、 西部材料（-7.35亿元）、 中超控股（-6.88亿元）、 蓝色光标（-6.66亿元）、 信维通信（-6.65亿元）、 三六零（-6.26亿 元）、 航天发展（-5.96亿元）、 中国卫星（-5.39亿元）、 航天电子（-5.25亿元）、 顺灏股份（-5.18亿元）、 罗博特科（-4.96亿元）、 乾照光电（-4.91亿 元）、 永鼎股份（-4.81亿元）、 巨力索具（-4.76亿元）、 盛和资源（-4.63亿元）、 中国中免（-4.54亿元）、 五洲新春（-4.44亿元）。 | 航天电子 | -3.98 | -5.25亿元 | 航天航空 | | --- | --- | --- | --- | | 顺灏股份 | -9.67 | -5.18亿元 | 包装材* | | 罗博特科 | -6.67 | -4.96亿元 | 专用设{ | | 乾照光电 | -6.5 | -4.91亿元 | 光学光电 | | 永鼎股份 | - ...

2月9日A股市场普涨，主要股指全线收高，沪指涨1.41%报4123.09点，深成指涨2.17%，创业板指涨 2.98%。沪深两市成交额2.25万亿元，较前一交易日放量约1037.51亿元，4372股上涨，717股下跌。主 力资金净流入261.26亿元，半导体（核心股）、通信设备、光伏（核心股）设备等板块资金流入居前； 酿酒、贵金属（核心股）等板块净流出。题材上AI漫剧、AI语料、短剧互动游戏等AI相关概念领涨， 采掘、原油等板块跌幅居前。 今日，A股十大人气热股如下：协鑫集成、TCL中环、中文在线、掌阅科技、中超控股、捷成股份、三 六零、拓日新能、湖南白银（核心股）、博纳影业。 | 热度排名 | 人气个股 | 热度值 | 所属概念 | 热度标签 | | --- | --- | --- | --- | --- | | 持续上榜 | J 协鑫集成 | 10.0 | 钙钛矿电池, HJT电池 | | | TOPCON电池, BC电池 | 2 TCL中环 | 9.0 | | 首板涨停 | | 中文在线 | 3 | 9.0 | Sora概念(文生视频),Al语料 | 首板涨停 | | 短剧游戏,AI语料 | 4 掌阅科 ...

（来源：淘金ETF） 1. 中文在线（300364） 总部位于北京，主营业务为数字阅读、IP运营及影视制作，是国内数字内容龙头企业。在文生视频领 域，公司依托海量IP储备与AI技术，打造"AI+内容"生态。旗下"万卷AI"可将文字、剧本快速转化为视 频素材，覆盖短剧、动漫等场景，降低内容制作门槛。随着Sora等技术落地，公司IP变现效率有望提 升，同时布局海外市场，与OpenAI等合作探索多模态内容生成，在文生视频商业化中具备先发优势。 业绩方面，公司持续推进AI技术落地，数字内容业务保持稳定增长，AI相关产品已逐步贡献收入，未 来随着文生视频需求爆发，业绩弹性值得期待。 2. 捷成股份（300182） 总部位于北京，主营业务为影视版权运营、音视频技术服务及数字内容制作，是国内影视版权运营龙 头。文生视频技术为其版权二次开发提供新路径，公司可利用AI将影视片段、剧本转化为短视频、AI 漫剧等内容，提升版权复用价值。同时，公司布局AI视频生成工具，为影视制作、广告营销等行业提 供技术支持，在文生视频赋能传统影视产业方面具备独特优势。业绩方面，公司版权运营业务保持稳 定，AI相关布局逐步落地，未来随着文生视频商业 ...

| 行业 | 日涨跌幅（%） | 资金流向（亿元） | 行业 | 日涨跌幅（%） | 资金流向（亿元） | | --- | --- | --- | --- | --- | --- | | 电子 | 2.97 | 80.51 | 建筑材料 | 1.63 | 1.79 | | 计算机 | 2.88 | 67.85 | 公用事业 | 0.48 | 1.09 | | 电力设备 | 2.31 | 66.39 | 美容护理 | 1.16 | 0.33 | | 通信 | 5.17 | 56.09 | 家用电器 | 0.47 | -0.13 | | 传媒 | 3.50 | 48.74 | 社会服务 | 1.49 | -1.53 | | 机械设备 | 2.54 | 10.27 | 环保 | 1.17 | -1.57 | | 非银金融 | 1.45 | 7.75 | 轻工制造 | 1.29 | -1.95 | | 商贸零售 | 1.73 | 7.53 | 基础化工 | 1.44 | -1.99 | | 钢铁 | 2.04 | 7.48 | 煤炭 | 1.04 | -2.08 | | 建筑装饰 | 1.70 | 7.12 | 汽车 ...

Market Overview - The A-share market saw significant gains, with the Shanghai Composite Index rising over 1% and the Shenzhen Component Index increasing over 2%. The total trading volume reached 2.25 trillion yuan, an increase of 103.8 billion yuan compared to the previous trading day, with over 4,600 stocks rising [1][2]. Sector Performance - The semiconductor sector experienced notable growth, with stocks like Juguang Technology rising over 17%, Chipone Technology nearly 15%, and Guoxin Technology increasing over 12%. Other semiconductor stocks also saw gains of over 6% [5]. - The precious metals sector saw a short-term rally, with Hunan Silver hitting the daily limit, and other stocks like Silver Industry and Zhongjin Gold also rising. Spot gold increased by 0.91% to $5,012 per ounce, while spot silver rose by 4.97% to $81.62 per ounce [5]. - The communication services sector saw afternoon gains, with stocks like Guanghuan New Network rising over 10% [5]. Company Highlights - Chinese online literature company Zhongwen Online reported a 20% increase in stock price, reaching 35.28 yuan [3]. - The company SFC announced a restructuring investment agreement with Anhui Guozhi, which could lead to a change in control for the company [5]. - Pop Mart, a Hong Kong-based company, saw its stock price rise nearly 6%, reaching 257 HKD, marking a new high since October 2025. The company reported over 10,000 global employees and over 100 million registered members [8]. Technological Advancements - Recent advancements in AI video generation were highlighted, with companies like Keling AI and ByteDance launching new models that enhance video and image generation capabilities. These developments are expected to drive growth in the content creation sectors such as film, gaming, and advertising [4].

今日（2.9），AI应用再度走强，软件ETF汇添富（159590）大涨超3%！ 软件ETF汇添富（159590）标的指数热门成分股多数飘红：东方国信涨超16%，万兴科技涨超11%，三六零涨停，深信服、顺网科技涨超4%，同花顺 涨超3%，科大讯飞涨超2%。 | 序号 | 代码 | 名称 | 估算权重 | 涨跌幅 | 成交额 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 601360 | 三六零 | 4.03% | 9.97% | 43.63亿 | | 2 | 002230 | 科大讯飞 | 12.40% | 2.72% | 29.72亿 | | 3 | 300033 | 同花顺 | 7.02% | 3.54% | 25.91亿 | | 4 | 300166 | 东方国信 | 0.92% | 16.83% | 22.01亿 | | 5 | 300624 | 万兴科技 | 1.18% | 11.57% | 21.54Z | | 6 | 688111 | 金山办公 | 6.88% | 1.15% | 19.01亿 | | 7 | 300454 | 深信服 | 3.27 ...

Core Viewpoint - The article highlights the significant growth in the AI computing sector, driven by advancements in domestic models and government initiatives aimed at enhancing computing resource efficiency and service levels [3][4]. Group 1: Market Performance - Major indices saw an increase, with AI computing and application sectors leading the gains [1]. - Cloud computing ETFs (159890) and software leader ETFs (159899) both rose over 3% during trading [1]. - Notable stock performances included 360 Technology hitting the daily limit, and Oriental Guoxin rising over 18% [1]. Group 2: Government Initiatives - A recent government notification aims to promote the "1+M+N" national computing interconnection node system, which is expected to enhance the quality of the computing industry and improve the efficiency of public computing resource usage [3]. - The total number of operational computing center racks in the country has increased from 5.2 million to 12.5 million over the past five years, with an annual growth rate of 30% [3]. Group 3: Model Development and Investment - The period leading up to the Spring Festival has seen a surge in the release of domestic AI models, including significant updates from companies like DeepSeek, Alibaba, and Baidu [4]. - ByteDance plans to invest 160 billion yuan in capital expenditures by 2026, while Alibaba is advancing a 3-year plan for 380 billion yuan in AI infrastructure [4]. - The acceleration in model iteration is expected to drive rapid growth in demand for inference-side computing power, with 2026 anticipated to be a pivotal year for domestic super node deployment [5]. Group 4: Industry Outlook - The rapid iteration of domestic models is likely to significantly increase demand for inference-side computing power, benefiting the domestic computing industry [5]. - The cloud computing ETF (159890) tracks major players in the AI infrastructure and application sectors, while the software leader ETF (159899) focuses on key software development companies, both expected to benefit from the ongoing industry trends [5].

Group 1 - The AI application sector is experiencing significant gains, with companies like Dongfang Guoxin and Sanliu Ling (601360) hitting the daily limit, alongside other firms such as Zhongwen Online, Rongxin Culture, and Zhangyue Technology also reaching their limits [2] - Recent developments in the domestic video generation industry include the launch of the 3.0 series models by Keling AI on February 5, which encompass video and image generation, editing, and post-production across the entire film and television process [2] - ByteDance's multi-modal model Seedance 2.0 underwent a major update on February 7, achieving high stability in subject features during multi-shot continuous generation, marking a critical milestone for AI video transitioning from "short video materials" to "narrative long content" [2] Group 2 - The precious metals sector saw afternoon gains, with Hunan Silver hitting the daily limit and other stocks like Sichuan Gold and Zhongjin Gold following suit [3]