从深股通前十大成交个股来看，宁德时代位居首位；天孚通信和中际旭创分居二、三位。 二、板块个股主力大单资金 从板块表现来看，液冷服务器、小金属、算力硬件等板块涨幅居前，影视院线、旅游酒店、零售等板块跌幅居前。 沪深股通今日合计成交2896 .59亿，其中澜起科技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，计算机板块主 力资金净流入居首。ETF成交方面，巴西ETF（1591 00）成交额环比增长491%。 龙虎榜方面，AI应用端盘中回暖，利欧股份午后直线涨停，获两家一线游资（中泰证券湖北分公司、国泰海通证券三亚迎宾路）合计 买入5. 6亿，同时深股通买入2.98亿。液冷服务器概念今日爆发，英维克封涨停，获四家机构买入3.2亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1347. 27亿，深股通总成交金额为1549 .32亿。 | | 沖殿運（ | 2月12日 | ) | | | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | | 成交金额(亿元) | | 1 | 688008 | 澜起科技 | | 24.02 | | 2 | 60398 ...

2月12日，A股三大指数集体上涨，全市场成交额2.16万亿元，较前一交易日增量1597亿元。 市场热点聚焦算力概念、液冷概念，电源设备、CPO概念活跃，小金属、智谱AI、腾讯云、AI芯片等板块涨幅居前；影视概念、文化传媒板块下挫。 今日全市场共60股涨停，连板股总数17只，19股封板未遂，封板率为76%（不含ST股、退市股）。 焦点股方面，算力租赁概念股大位科技4连板、特发信息（维权）7天4板，AI应用端的掌阅科技4连板、德才股份4连板，光伏板块雅博股份4连板。 | 代码 | 名称 | 价格 | 涨幅 | 几天几板 涨停分析 | 换手率 | 成交容负 | | --- | --- | --- | --- | --- | --- | --- | | 603533 | 掌阅科技 | 34.20 | +10.00% | 4连板 AI短剧+字节概念+数字阅读 | 2.68% | 4.0317 | | 600589 | 大位科技 | 13.86 | +10.00% | 4连板 算力租赁+东数西算+IDC | 1.68% | 3.45 Z. | | 002323 | 雅博股份 | 2.62 | +10.08% | 4连板 ...

| 17 Prive All | 机构资金参与个股一 | | | --- | --- | --- | | 证券简称 | 日涨跌幅 | 机构净买入(万元) | | 英维克 | 10.00% | 32019.85 | | 直川股份 | -4.92% | 22562.80 | | 晶晨股份 | 15.75% | 18682.64 | | 章源钨业 | 9.99% | 13933.10 | | 中材科技 | 9.99% | 13620.00 | | 特发信息 | 9.98% | 12581.40 | | 海联讯 | 19.98% | 10381.30 | | 国际复材 | 8.22% | 8932.88 | | 东方锂业 | 9.99% | 8382.22 | | 欢瑞世纪 | -9.32% | 7074.09 | | 德才股份 | 9.99% | 5899.91 | | 中文在线 | -6.61% | 5848.40 | | *ST城昌 | -5.00% | 5383.28 | | 杭电股份 | 2.54% | 5056.71 | | 联德股份 | 5.52% | 4806.79 | | 宏景科技 | 9.69% ...

Group 1 - The energy storage battery sector is experiencing a rise, with the E Fund Energy Storage Battery ETF (159566) increasing by 2.15% [1] - Recently, China Huadian's 12GWh energy storage system bidding average price reached 0.55 yuan/Wh, indicating a significant increase and reflecting a tight supply-demand situation [1] - The issuance of the notice on improving the generation-side capacity price mechanism provides substantial compensation for energy storage capacity, enhancing revenue for storage projects and alleviating market concerns about the continuity of local government policies [1] Group 2 - The E Fund Energy Storage Battery ETF (159566) focuses on the energy storage industry chain and includes major companies such as CATL, Sungrow, EVE Energy, and Inovance [2] - As of February 11, 2026, the E Fund Energy Storage Battery ETF (159566) has seen a net inflow of 615 million yuan over the past 20 days, with a total size of 4.658 billion yuan, making it the largest ETF product tracking this index [2]

股价异动原因 行业催化：液冷服务器概念受英伟达供应商维谛技术（Vertiv）2025年第四季度业绩超预期刺激，全球 液冷渗透率预计从2024年的14%提升至2026年的40%，市场规模达150亿美元。 经济观察网 英维克（002837）（002837）在2026年2月12日股价涨停，收盘于109.45元，涨幅10.00%。 其短期表现受液冷服务器概念热度及海外龙头业绩超预期事件驱动，但持续性需结合基本面、资金动向 与市场环境综合判断。 公司业务进展：英维克为国内液冷头部厂商，已切入英伟达、谷歌等海外供应链，液冷业务逐步放量。 2025年前三季度营收40.26亿元（同比+40.19%），但净利润增速（+13.13%）低于营收，毛利率为 27.32%。海外高毛利业务占比提升或改善盈利结构。 短期股价受事件驱动涨停，但持续性需验证业绩兑现进度（如海外订单交付、毛利率改善）。若液冷业 务放量符合预期，股价或具备支撑；若业绩增速滞后于估值，可能面临震荡回调。投资者需密切跟踪季 度订单、营收结构及海外客户进展。 以上内容基于公开资料整理，不构成投资建议。 资金面与技术面 资金流向：2月12日主力资金净流入16.78亿元， ...

储能电池板块上涨，储能电池ETF易方达、储能电池ETF广发涨超3%。 | 序号 | 代码 | 名称 | 涨跌幅 ▼ | 年初至今 | 估算规模 | | --- | --- | --- | --- | --- | --- | | | 159305 | 储能电池ETF广发 | 3.33% | 5.67% | 2.51亿 | | 2 | 159566 | 储能电池ETF易方达 | 3.09% | 5.30% | 46.58亿 | 储能电池ETF易方达、储能电池ETF广发聚焦储能产业链，是全市场对储能覆盖最全面、最有针对性的指数，成份股包含宁德时代（全球电池龙头）、 阳光电源（储能逆变器全球龙头）、亿纬锂能（储能电芯龙头）和英维克（液冷储能柜龙头）。 消息面上，近日华电12GWh储能系统开标，平均报价达到0.55元/Wh，较此前明显上涨，反映出当前供需偏紧的高景气状态。 2月9日，国家电投7GWh储能电芯设备集采中标候选人公示，投标单价区间约为0.325-0.355元/Wh，下游需求表现强劲，电芯集采报价修复。储能容量 电价政策可以给予储能电站更加稳定的收益预期，情景限定下，储能电站2/10/20年容量电价保证下，项 ...

2026.02. 12 本文字数：1155，阅读时长大约2分钟 作者 | 一财阿驴 10:38 沪深两市成交额突破1万亿元。 10:23 电力板块震荡拉升，晋控电力涨停，豫能控股2连板，闽东电力、赣能股份、涪陵电力走高。 11:32 A股午盘丨创业板指半日涨超1%，电网设备板块走高 沪指涨0.12%，深成指涨0.8%，创业板指涨1.18%，科创综指涨0.93%。小金属、电网设备、特高 压板块走强，半导体板块表现活跃，影视院线、短剧游戏板块跌幅居前。截至午盘，全市场超2700 只个股上涨。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 上证指数 | | 4137.06 | 5.07 | 0.12% | | 399001 | 深证成指 | 14274.93 113.99 | | 0.80% | | 881001 万得全A | | 6839.37 | 36.95 | 0.54% | | 000680 | 科创综指 | 1804.89 | 16.67 | 0.93% | | 399006 | 创业板指 | 3323.56 | ...

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]

Group 1 - The A-share market saw a collective surge in liquid cooling concept stocks, with Fangsheng Co. rising by 17%, Shenling Environment increasing by over 13%, and Langjin Technology and Yimikang both up by over 12% [1] - Other notable performers included Chuanrun Co., Bojie Co., and Dayuan Pump Industry, which all hit the daily limit of 10%, while Keda, Yingweik, Kexin Innovation, and Debang Technology rose by over 7% [1] Group 2 - The table lists several stocks with their respective price changes and market capitalizations, highlighting that Youkede-W had a price increase of 20.01% with a total market value of 20.6 billion, and a year-to-date increase of 60.38% [2] - Wansheng Co. experienced a 17.01% rise, with a market cap of 2.801 billion and a year-to-date increase of 10.23% [2] - Shenmeng Environment saw a 13.84% increase, with a market cap of 22.9 billion and a year-to-date increase of 35.74% [2]

（文章来源：每日经济新闻） 每经AI快讯，2月12日，液冷服务器板块盘初拉升，利通电子、科创新源盘中创新高，大元泵业、川润 股份涨停，方盛股份涨超10%，依米康、英维克、申菱环境、淳中科技跟涨。 ...