Group 1 - The core viewpoint of the news is that兆易创新 (GigaDevice) has seen a stock price increase of 5.13%, reaching 299.20 CNY per share, with a total market capitalization of 209.77 billion CNY [1] - GigaDevice is primarily engaged in the research, sales, and technical support of integrated circuit memory chips, with its main business revenue composition being 68.55% from memory chips, 23.11% from microcontrollers, 4.65% from sensors, 3.67% from analog products, and 0.02% from technical services and other income [1] Group 2 - BlackRock's fund, specifically the BlackRock Advanced Manufacturing One-Year Holding Mixed A (016117), holds 21,500 shares of GigaDevice, accounting for 3.55% of the fund's net value, making it the seventh-largest holding [2] - The fund has a total scale of 104 million CNY, with a year-to-date return of 0.8% and a one-year return of 60.44%, ranking 880 out of 8127 in its category [2] Group 3 - The fund manager of BlackRock Advanced Manufacturing One-Year Holding Mixed A is 单秀丽 and 陈之渊, with the former having a cumulative tenure of 4 years and 160 days and the latter 116 days [3] - The total asset scale of the fund managed by 单秀丽 is 2.433 billion CNY, with the best return during her tenure being 4.77% and the worst being -32.48% [3]

港股芯片股延续涨势，天数智芯午后涨幅扩大至25%，壁仞科技涨近10%，兆易创新涨超8%，天域半导 体、上海复旦涨超5%。 来源：滚动播报 ...

Group 1 - The Hong Kong stock market saw significant gains in AI concept stocks, with notable increases in share prices [1] - Zhihui surged by 35%, reaching a new high, while MINIMAX-WP rose over 20%, also hitting a new peak [1] - Other companies such as Cloudwalk increased by over 11%, Zhaoyi Innovation by over 8%, and Kingsoft Cloud and SenseTime by over 6% [1] - Xunce experienced a nearly 4% rise in its stock price [1]

2月12日消息，$兆易创新 (03986.HK)$港股涨超6%，报314.8港元，成交额2.42亿港元。 编辑/melody 消息面上，上一交易日美股存储板块爆发，闪迪涨10.65%，美光科技涨9.94%。此前摩根士丹利将美光目标价上调至450美元。值得一提的是，三星电子首 席技术官表示，公司预计，市场对内存芯片的强劲需求不仅将持续今年全年，而且还将持续到明年，因为人工智能推动了强劲的需求。 天风证券近日研报指出，兆易创新是一家在"AI+国产替代+存储周期上行"三重利好共振下的平台型芯片设计公司。该行预计公司2025-2027年营收 92.03/113.86/138.78亿元，预计归母净利润实现16.10/25.89/27.69亿元。该行认为兆易创新在未来预测期内成长动能充足，业绩具备较强韧性。 ...

Group 1 - The core viewpoint of the article highlights the performance of the Chip ETF Huatai Fu (516920), which opened with a slight increase of 0.27% at 1.132 yuan [1] - The major holdings of the Chip ETF include companies such as Cambricon, which rose by 0.10%, SMIC by 0.47%, and Haiguang Information by 1.96% [1] - The ETF's performance benchmark is the CSI Chip Industry Index return, managed by Huatai Fu Fund Management Co., Ltd., with a return of 12.94% since its inception on July 27, 2021, and a recent one-month return of -0.72% [1]

2月12日消息，$兆易创新 (03986.HK)$涨超6%，报314.8港元，成交额2.42亿港元。 消息面上，上一交易日美股存储板块爆发，闪迪涨10.65%，美光科技涨9.94%。此前摩根士丹利将美光目标价上调至450美元。值得一提的是，三星电子首 席技术官表示，公司预计，市场对内存芯片的强劲需求不仅将持续今年全年，而且还将持续到明年，因为人工智能推动了强劲的需求。 天风证券近日研报指出，兆易创新是一家在"AI+国产替代+存储周期上行"三重利好共振下的平台型芯片设计公司。该行预计公司2025-2027年营收 92.03/113.86/138.78亿元，预计归母净利润实现16.10/25.89/27.69亿元。该行认为兆易创新在未来预测期内成长动能充足，业绩具备较强韧性。 编辑/melody ...

Core Insights - The main focus of the news is the significant inflow of capital into specific stocks, indicating strong investor interest and potential market trends. Group 1: Stock Performance and Capital Inflow - The top stock by capital inflow is Yingweike, with an inflow of 1.297 billion yuan and a price increase of 8.68% [1][2] - Leo Group follows with an inflow of 1.123 billion yuan and a price increase of 5.33% [1][2] - TBEA has an inflow of 545 million yuan and a price increase of 3.42% [1][2] - Western Materials shows an inflow of 504 million yuan with a price increase of 5.61% [1][2] - Tianfu Communication has an inflow of 462 million yuan and a notable price increase of 9.79% [1][2] Group 2: Sector Analysis - The stocks listed belong to various sectors, including specialized equipment, internet services, power grid equipment, and communication devices, indicating diverse investment interests [2][3] - The energy metals sector is represented by Shengtun Mining, which has an inflow of 395 million yuan and a price increase of 10.03% [1][2] - The healthcare sector is highlighted by WuXi AppTec, with an inflow of 389 million yuan and a price increase of 3.78% [1][2] Group 3: Additional Notable Stocks - Copper Crown Copper Foil has an inflow of 370 million yuan and a significant price increase of 11.36% [1][2] - Ningde Times, a key player in the battery sector, has an inflow of 334 million yuan with a price increase of 1.82% [1][2] - Other notable stocks include Yunnan Tin with an inflow of 288 million yuan and a price increase of 1.8% [1][3]

每经AI快讯，2月12日，兆易创新(03986.HK)涨超6%，截至发稿，涨6.01%，报313.8港元，成交额1.9亿 港元。 ...

Group 1 - The core point of the article highlights the performance of the Chip ETF (159995), which opened with a gain of 0.68% at 1.913 yuan on February 12 [1] - The major holdings of the Chip ETF include companies such as SMIC, Haiguang Information, and Cambrian, with respective opening gains of 0.47%, 1.96%, and 0.10% [1] - The performance benchmark for the Chip ETF is the National Securities Semiconductor Chip Index return, managed by Huaxia Fund Management Co., with a return of 89.97% since its inception on January 20, 2020, and a near-term return of -0.05% over the past month [1]

天风证券（601162）近日研报指出，兆易创新是一家在"AI+国产替代+存储周期上行"三重利好共振下 的平台型芯片设计公司。该行预计公司2025-2027年营收92.03/113.86/138.78亿元，预计归母净利润实现 16.10/25.89/27.69亿元。该行认为兆易创新在未来预测期内成长动能充足，业绩具备较强韧性。 消息面上，隔夜美股存储板块爆发，闪迪涨10.65%，美光科技涨9.94%。此前摩根士丹利将美光目标价 上调至450美元。值得一提的是，三星电子首席技术官表示，公司预计，市场对内存芯片的强劲需求不 仅将持续今年全年，而且还将持续到明年，因为人工智能推动了强劲的需求。 兆易创新（603986）(03986)涨超6%，截至发稿，涨6.01%，报313.8港元，成交额1.9亿港元。 ...