Core Viewpoint - The article discusses the performance of the A-share market, highlighting the fluctuations in major indices and the notable movements in specific sectors such as media and pharmaceuticals. Market Performance - The Shanghai Composite Index decreased by 0.02% to 4122.34, while the Shenzhen Component Index also fell by 0.02% to 14206.26. The ChiNext Index dropped by 0.14% to 3328.02, and the Sci-Tech Innovation Board Index rose by 0.19% to 1800.35 [4][12]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.4 trillion yuan, with over 2800 stocks declining [6]. Sector Highlights - The media sector experienced significant gains, with multiple stocks such as Light Media and China Film hitting the daily limit, and Huace Film and Happiness Blue Sea rising over 15% [5][6]. - The innovative drug concept saw a surge, with stocks like Guangsheng Tang increasing by over 13% [6]. - The semiconductor sector also performed well, with stocks like Chipone Technology rising over 8% [10]. New Listings - Three new stocks were listed, with N Electric Technology opening at a remarkable increase of 750.05% on its first day [11]. Other Market Movements - The precious metals, shipping, and liquor sectors showed weakness, contrasting with the strong performance of the media and innovative drug sectors [5][6].

2月10日，算力硬件继续走强，存储芯片概念股芯原股份涨超10%，创历史新高，此外，海光信息、华峰测控涨超7%，寒武纪-U涨超4%。全"芯"科创芯片 ETF华宝（589190）场内价格涨逾2%，站上10日线。 数据显示，截至2025年末，上证科创板芯片指数基日以来年化收益率达17.93%，显著优于科创创业半导体、国证芯片、中证全指半导体等同类指数表现， 同时最大回撤更小，风险收益比更好。 | | 4 I rougare | 材合并不同的印度 | 国证芯, | TILLIHT TH | | --- | --- | --- | --- | --- | | 年化收益率 | 17.93% | 17.19% | 13.86% | 13.10% | | 年化夏普比率 | 0.63 | 0.63 | 0.54 | 0.52 | | 年秋波动率 | 39.64% | 37.48% | 35.83% | 36.52% | | 区间最大回撤 | -56.81% | -60.05% | -61.73% | -62.54% | 数据来源：沪深交易所等。科创芯片ETF华宝被动跟踪上证科创板芯片指数，该指数基日为2019.12.31，发布 ...

展望后市，卫星产业的高景气度逻辑由"国家战略"与"全球商业竞赛"双轮驱动，长线方向明确。以卫星 产业ETF（159218）为核心工具进行长期配置，是参与"空天经济"发展的有效策略。 风险提示：基金有风险，投资需谨慎。 分析认为， 资金敢于逆势布局，其根本逻辑或在于卫星产业的长期确定性并未因单日波动而改变。近 期，我国可重复使用试验航天器成功发射、地方万亿级产业政策出台、以及全球巨头（SpaceX、亚马 逊）密集的星座发射与商业运营计划，共同构筑了坚实的产业趋势。市场正从单纯的概念炒作，转向对 拥有核心技术、能获取真实订单的公司的深度挖掘。今日领涨的个股，大多属于芯片设计、通信终端、 核心元器件等产业链关键环节，佐证了这一趋势。 2月10日，卫星产业ETF（159218）在整体市场情绪影响下下跌1.33%，出现技术性回调。然而，盘面亮 点依然显著，核心成分股如芯原股份、数码视讯、长江通信等逆市上涨，最值得关注的是，Wind数据 显示，该ETF在下跌中持续获得资金青睐，盘中净流入约5800万元。 | 卫星产业ETF | | 159218 | | --- | --- | --- | | 1.923 | | -0.0 ...

Group 1 - The core viewpoint of the news highlights the strong performance of computing hardware and storage chip stocks, with significant gains observed in companies like Xinyuan Co., which rose over 10% to reach a historical high, and other firms such as Haiguang Information and Huafeng Measurement Control also showing notable increases [1] - The Huabao Science and Technology Chip ETF (589190) saw an increase of over 2%, surpassing the 10-day moving average, indicating positive market sentiment towards chip-related investments [1] - A report from Counterpoint indicates that memory prices have surged by 80%-90% year-to-date, marking unprecedented growth, with expectations of a 60% price increase in the first quarter of the DRAM memory market [2][3] Group 2 - Major global tech companies like Google and Amazon are significantly increasing their capital expenditures for AI infrastructure, with projections of $175-185 billion and $200 billion respectively by 2026, which exceeds market expectations [3] - The Huabao Science and Technology Chip ETF passively tracks the Shanghai Stock Exchange Science and Technology Chip Index, which includes 50 companies involved in semiconductor materials, equipment, design, manufacturing, and testing, indicating a comprehensive approach to the chip industry [3] - The annualized return of the Shanghai Stock Exchange Science and Technology Chip Index since its inception is 17.93%, outperforming other similar indices, with a lower maximum drawdown, suggesting a favorable risk-reward profile [5][6]

（文章来源：每日经济新闻） 每经AI快讯，2月10日，科创50日内涨幅达1.03%。成分股中，海光信息涨6.25%，芯原股份涨5.31%， 盛科通信涨4.21%，寒武纪涨3.79%。 ...

Group 1 - The Integrated Circuit ETF (159546) opened with a gain of 0.45%, priced at 2.023 yuan [1] - Key stocks in the ETF include: Cambrian rising by 1.67%, SMIC increasing by 0.23%, Haiguang Information up by 1.90%, while Zhaoyi Innovation fell by 2.00% and Lanke Technology decreased by 0.55% [1] - The ETF's performance benchmark is the CSI All Share Integrated Circuit Index return, managed by Guotai Fund Management Company, with a return of 101.55% since its establishment on October 11, 2023, and a 0.75% return over the past month [1]

Investment Rating - The industry investment rating is "Overweight" (maintained) [1] Core Insights - The electronic industry index experienced a decline of 3.73% in the week of February 2-6, 2026, with semiconductors down by 3.02% [4] - Google's capital expenditure guidance for 2026 is projected to be between $175 billion and $185 billion, exceeding previous market expectations of $130 billion [5] - The demand for smartphones is expected to remain weak until at least the second half of 2027, with MediaTek forecasting a significant revenue decline in Q1 2026 [5] Summary by Sections Industry Trends - The semiconductor supply-demand tightness continues, with Infineon issuing price increase notices due to ongoing supply constraints and rising costs [6] - Samsung is considering a price increase of approximately 10% for its 4nm and 8nm processes [6] Investment Recommendations - The report suggests focusing on the supply chain of Changxin's related equipment and materials, as well as the chain reaction of semiconductor price increases [7] - Recommended stocks include North China Innovation, Zhongwei Company, and Tuojing Technology, while beneficiaries include Jingce Electronics, Zhaoyi Innovation, and others [7]

每经AI快讯，2月9日，芯原股份(688521.SH)公告称，公司股东国家集成电路基金于2026年1月26日至2 月9日通过集中竞价及大宗交易方式减持公司股份335.44万股，减持完成后，国家集成电路基金持有公 司股份3136.99万股，占公司总股本的5.9648%。 （文章来源：每日经济新闻） ...

格隆汇2月9日丨芯原股份(688521.SH)公布，公司于2026年2月9日收到股东国家集成电路产业投资基金 股份有限公司（以下简称"国家集成电路基金"）发送的《关于股东权益变动的告知函》，国家集成电路 基金于2026年1月26日至2026年2月9日通过集中竞价及大宗交易方式合计减持所持有公司股份335.44万 股。减持完成后，国家集成电路基金持有公司股份31,369,881股，占公司总股本的5.9648%。国家集成 电路基金所持公司股份比例由6.6026%减少至5.9648%，触及1%的整数倍。 ...

重要内容提示： | 权益变动方向 | 比例增加□ 比例减少√ | | --- | --- | | 权益变动前合计比例 | 6.6026% | | 权益变动后合计比例 | 5.9648% | | 本次变动是否违反已作出的承诺、 | 是□ 否√ | | 意向、计划 | | | 是否触发强制要约收购义务 | 是□ 否√ | 一、信息披露义务人的基本信息 证券代码：688521 证券简称：芯原股份 公告编号：2026-007 芯原微电子（上海）股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性公告 国家集成电路产业投资基金股份有限公司保证向本公司提供的信息真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。本公司董事会及全体董事保 证公告内容与信息披露义务人提供的信息一致。 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | √其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用于无控 | | | 股股东、实际控制人） | | | □其他______________（请注明） | 2. ...