Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 2.25 trillion yuan, with all three major A-share indices closing higher on February 9 [1][7] - The Shanghai Composite Index rose by 1.41% to 4123.09 points, the Shenzhen Component Index increased by 2.17% to 14208.44 points, and the ChiNext Index gained 2.98% to 3332.77 points [2] Sector Performance - The photovoltaic equipment sector showed strong performance, with stocks like Juhua Materials, GCL-Poly Energy, and TCL Zhonghuan hitting the daily limit, while Tongxiang Technology surged over 24% [3][4] - The cultural media sector also saw gains, with stocks such as Rongxin Culture, Zhongwen Online, and Haikan Co. reaching their daily limits [5][6] Capital Flow - Major capital inflows were observed in the telecommunications, electronics, and power equipment sectors, with net inflows of 2.63 billion yuan for Xinyi Semiconductor, 2.61 billion yuan for Tianfu Communication, and 2.27 billion yuan for Guangku Technology [9] - Conversely, net outflows were noted in the textile and apparel sector, with Zhejiang Wenhuan, Aerospace Development, and CATL experiencing net sell-offs of 752 million yuan, 707 million yuan, and 678 million yuan respectively [9] Institutional Insights - CITIC Securities anticipates exponential growth in demand for space photovoltaic technology [9] - China International Capital Corporation (CICC) believes that the market for related resource stocks is not over, expecting a rebound after a short-term adjustment [9] - China Galaxy Securities predicts a volatile upward trend in the Hong Kong stock market before and after the Spring Festival [9]

格隆汇2月9日｜A股三大指数今日集体走高，截至收盘，沪指涨1.41%报4123点，深证成指涨2.17%，创 业板指涨2.98%，科创50指数涨2.51%。全市场成交额2.27万亿元，较前一交易日增量1067亿元，超4600 股上涨。 盘面上，字节上线Seedance2.0视频生成模型，AI应用板块集体走高，AI语料、Sora概念及 Kimi概念领涨，中文在线、捷成股份及荣信文化等多股涨停；CPO概念活跃，长飞光纤涨停；光伏设备 板块走强，聚和材料、TCL中环等多股涨停；钙钛矿电池、短剧概念、盲盒经济及激光雷达等板块涨幅 居前。另外，油气股、退税商店等少数板块录得下跌。(格隆汇) ...

2月9日，受上周五美股大举反攻提振，亚太股市集体高开，A股市场延续强势反弹态势高开高走，创业 板指盘中一度涨超3%。截至收盘，沪指涨1.41%报4123.09点，深成指涨2.17%报14208.44点，创业板指 涨2.98%报3332.77点，科创50指数涨2.51%报1458.16点；沪深两市合计成交额22494.73亿元，全市场超 4600只个股上涨。 市场热点快速轮动，AI应用端持续拉升，引力传媒、荣信文化、中文在线、海看股份、掌阅科技、欢 瑞世纪涨停；化工板块反复活跃，闰土股份2连板，红太阳、华尔泰、海翔药业、亚邦股份涨停；光伏 概念表现活跃，协鑫集成4连板，TCL中环4天2板；算力硬件概念集体走强，天孚通信触及20cm涨停创 历史新高；商业航天概念走高，中超控股、顶固集创、杭萧钢构涨停。油气股走势较弱，通源石油、潜 能恒信震荡下挫。 盘面动态 太空光伏概念引爆：TCL中环、双良节能等20余股集体涨停。消息面上，据报道特斯拉正评估美国选 址，计划未来三年内实现每年100吉瓦的太阳能制造能力，刺激光伏板块全线爆发。 AI产业链强势回暖： 化工染料全线走强：闰土股份2连板，吉华集团、海翔药业、亚邦股份、百 ...

| 上证指数 | 深证成指 | 北证5C | | --- | --- | --- | | 4123.09 | 14208.44 | 1541.5 | | +57.51 +1.41% +301.70 +2.17% +20.61 +1 | | | | 科创50 | 创业板指 | 万得全/ | | 1458.16 | 3332.77 | 6808.5 | | +35.76 +2.51% +96.31 +2.98% +126.03 +1 | | | | 沪深300 | 中证500 | 中证A5( | | 4719.06 | 8311.28 | 5899.2 | | +75.46 +1.63% +164.87 +2.02% +107.21 +1 | | | | 中证1000 | 中证2000 | 中证红和 | | 8233.78 | 3525.83 | 5709.0 | | | +182.20 +2.26% +73.05 +2.12% +37.95 +0 | | A股三大指数今日集体走高，截至收盘，沪指涨1.41%报4123点，深证成指涨2.17%，创业板指涨2.98%，科创50指数涨2.51%。全市场成交额2.27万 ...

每经AI快讯，2月9日，市场高开高走，沪指涨超1%，深成指涨超2%。沪深两市成交额2.25万亿元，较 上一个交易日放量1038亿元。盘面上，市场热点快速轮动，全市场超4600只个股上涨。从板块来看， AI应用端持续拉升，引力传媒（603598）、荣信文化（301231）、中文在线（300364）、海看股份 （301262）、掌阅科技（603533）、欢瑞世纪（000892）涨停。化工板块反复活跃，闰土股份 （002440）2连板，红太阳（000525）、华尔泰（001217）、海翔药业（002099）、亚邦股份 （603188）涨停。光伏概念表现活跃，协鑫集成（002506）4连板，TCL中环（002129）4天2板。算力 硬件概念集体走强，天孚通信（300394）触及20cm涨停创历史新高。商业航天概念走高，中超控股 （002471）、顶固集创（300749）、杭萧钢构（600477）涨停。下跌方面，油气股走势较弱，通源石油 （300164）、潜能恒信（300191）震荡下挫。截至收盘，沪指涨1.41%，深成指涨2.17%，创业板指涨 2.98%。 ...

A股三大指数今日高开高收，截至收盘，上证指数涨1.41%，深成指涨2.17%，创业板指涨2.98%，北证 50指数涨1.36%，沪深京三市成交额22702亿元，较上日放量1067亿元，三市超4600只个股上涨。 板块 题材上，文生视频、光纤、染料、光伏、CPO、培育钻石、算力租赁、半导体、商业航天、智能电网板 块涨幅居前；油气开采及服务、燃气板块表现稍显落后。盘面上，字节跳动近日发布Seedance2.0，推 动文生视频板块走强，中文在线、风语筑等股封涨停板。光纤、CPO等算力硬件股全日维持强势，长飞 光纤收获涨停再创新高。受染料涨价影响，染料板块强势上扬，闰土股份、吉华集团涨停。马斯克押注 太空光伏赛道，相关产业链应声大涨，TCL中环、亚玛顿等20余股涨停。此外，算力租赁、商业航天、 半导体等板块多点开花。另一方面，油气开采及服务板块表现稍显落后，通源石油、潜能恒信等股下 跌，但纵观整个市场，个股涨多跌少。 ...

Group 1 - The three major A-share indices collectively rose in the morning session, with the Shanghai Composite Index up 1.17%, the Shenzhen Component Index up 2.07%, and the ChiNext Index up 3.11% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 1,504.5 billion yuan, an increase of 109.6 billion yuan compared to the previous day [1] - Over 4,400 stocks in the market experienced gains, indicating a broad-based rally [1] Group 2 - The CPO sector saw significant gains, with the AI ETFs on the ChiNext rising by 7.08%, 6.94%, and 6.91% respectively [1] - The film and television sector was active, with the Silver Hua Fund Film ETF and the Guotai Fund Film ETF increasing by 6% and 5.73% respectively [1] - The photovoltaic sector also performed well, with the Guotai Photovoltaic ETF and the E Fund Photovoltaic ETF both rising by 4.46% [1] Group 3 - The white wine sector underperformed, with the wine ETF and consumer ETF declining by 0.54% and 0.38% respectively [2] - The basic ETF from Jianxin fell by 1% [2]

三明市台湾青年创业基地位于沙县小吃文化城，这里配有标准化办公场所、多功能会议室及专业培训中 心等设施。作为沙县本地人，胡仁烨早年曾与台商合作创业，积累了丰富的对台资源与人脉。2023年12 月，他创办了这一专注于服务台湾青年的创业基地。 谈及创立初衷，胡仁烨说："沙县小吃闻名海内外，这里也是海峡两岸交流基地。我们希望通过这个平 台，以美食为媒介，为两岸青年创新创业搭建桥梁。" (新春见闻)福建三明台青创业基地：舌尖上的融合，创业中的同心 中新社福建沙县2月9日电 题：福建三明台青创业基地：舌尖上的融合，创业中的同心 作者 雷朝良 陈筱 新春将至，位于福建省三明市沙县区的三明市台湾青年创业基地内一派繁忙景象。基地负责人胡仁烨正 为入驻的台青企业对接春节期间的商演业务。"春节是中华民族重要的传统节日，也是商家推广的黄金 节点，我们希望能帮助台青企业把握机会，拓展市场。"胡仁烨9日于此间表示。 2月8日，三明市台湾青年创业基地所在的沙县小吃文化城年味渐浓。 雷朝良 摄 春节临近，黄昱皓的店铺更加忙碌。"年底很多沙县年轻人返乡，店里推出的花生酱凤梨酥、花生酱蛋 卷很受追捧。"黄昱皓目前正加派人手，准备迎接春节客流高峰 ...

Group 1 - The AI industry chain has experienced a continuous pullback since mid-January 2026 due to high uncertainty regarding the commercial models and real demand for AI applications, yet related products have seen an increase in funding attention, with the Huatai-PB AI ETF (159139) receiving a net inflow of over 94 million yuan over six consecutive trading days from January 30 to February 6, 2026, leading to a growth in its shares and scale to 420 million shares and 456 million yuan respectively, indicating confidence in the long-term development logic of the sector [1][3] - Major domestic companies are expected to launch significant updates to their large models around the Spring Festival, which could catalyze the development of the AI industry chain. ByteDance plans to release three new AI models in February: Doubao 2.0 (next-generation flagship large language model), Seedream 5.0 (image generation model), and SeedDance 2.0 (video generation model), while the new flagship AI model Qwen 3.5 is also set to be released during the Spring Festival [1][3] - The iteration and upgrade of large models are anticipated to generate more demand and industrial opportunities, driving the development and upgrade of the upstream and downstream ecosystems of the AI industry chain [1][3] Group 2 - The Huatai-PB AI ETF (159139) closely tracks the CSI Sci-Tech Innovation and Entrepreneurship AI Index, which is the first AI-themed index that selects stocks across both "Sci-Tech Innovation" and "Entrepreneurship" sectors, integrating the hard technology strength of the Sci-Tech Innovation Board with the high growth potential and application vitality of the Entrepreneurship Board, facilitating investors to easily invest in a cluster of AI companies with distinct technological innovation attributes and growth potential in the A-share market [2][4] - The fund manager of the Huatai-PB AI ETF, Huatai-PB Fund, is one of the first ETF managers in China, with a strong background in managing not only industry ETFs but also broad-based and dividend-themed indices. The "Dividend Family" series includes several ETFs, which may serve as ideal defensive options in a "barbell strategy" [2][4]

Group 1 - The software concept is experiencing a surge, with the ChiNext Software ETF (159256) rising by 3.86% as of February 9, 2026, and notable stocks like Dongfang Guoxin and Wanxing Technology increasing by 16.73% and 11.63% respectively [1] - In the past 21 trading days, the ChiNext Software ETF has attracted a total of 539 million yuan [1] - ByteDance has launched its latest video model, Seedance 2.0, which is now available on the Jiemeng platform, allowing users to generate videos from text/images and use video/audio as reference materials [1] Group 2 - The ChiNext Software ETF closely tracks the ChiNext Software Index, which as of January 30, 2026, has its top ten weighted stocks including Tonghuashun, Runze Technology, and Kunlun Wanwei, accounting for a total of 48.61% of the index [2] - The top ten stocks in the ChiNext Software Index are as follows: Tonghuashun (3.64% increase, 8.68% weight), Guiding Compass (1.10% increase, 6.38% weight), and Runhe Software (2.31% increase, 4.93% weight) among others [3]