A股收評：創業板指一度升近4%，DeepSeek概念維持強勢
A股主要指數今日早盤延續昨日升勢，滬指站上3300點，但午後衝高回落收窄升幅；截至收盤，滬指升1.01%報3303點，深證成指升1.75%，創業板指升2.53%，北證指數升近5%。全天成交1.99萬億元，較前一交易日放量4370億元，全市場近4200股上升。
盤面上，DeepSeek概念維持強勢，首都在線等十餘股升停；AI製藥板塊拉昇，貝瑞基因升停；光伏設備板塊走高，雙良節能升停；算力概念走強，並行科技等多股升停；國資雲概念、SPD概念、工程機械及智譜AI等升幅居前。另外，機器人執行器板塊回撤，綠的諧波領跌；小金屬板塊走低，龍磁科技跌超3%；銀行、船舶製造及PLC概念等跌幅居前。
具體來看：
DeepSeek概念繼續強勢，並行科技30cm升停，首都在線、青雲科技-U、優刻得-W20cm升停，每日互動升超15%。
據研究公司SimilarWeb估計，在短短一週內，DeepSeek網站的用户數量就超過了谷歌的 Gemini 聊天AI（後者已經存在了近兩年）。1月31日，DeepSeek.com在美國的日訪問量為240萬次，比Gemini網站（150萬次）高出 60%。
AI眼鏡概念股走強，宇瞳光學升超16%，雷柏科技、美格智能、瀛通通訊10cm升停，永新光學、華燦光電等跟升。
有消息稱，小米首款AI眼鏡已經獲得入網許可，有望在2月發佈。該產品將由山東某AR/VR領域龍頭企業獨家代工，這家企業同時也是Meta的供應商。中信證券研報認為，AI眼鏡供應鏈的業績釋放元年可能最早在2026年。
光伏設備股升幅居前，艾能聚升超23%，聚合材料升超13%，安彩高科、雙良節能、鈞達股份等多股10cm升停。
消息面上，第三方市場機構集邦諮詢新能源研究中心此前發佈報吿稱，在全球能源轉型的大背景下，光伏產業乘風而起，全球光伏裝機規模持續增長。據其預測，2025年全球光伏新增裝機將達596GW，同比增長6.0%。
券商股表現活躍，華林證券升超7%，國金證券升超5%，國元證券、錦龍股份、東興證券、天風證券升超3%。
機器人板塊集體回落，億嘉和、綠的諧波、凱爾達跌超4%，埃夫特-U、信捷電氣跌超2%。
個股異動
退市卓朗收跌75.81%報0.3元，盤中一度跌超82%觸發臨時停牌。
展望後市，天風證券指出，春節後資金迴流疊加Deepseek主題行情，以及即將到來的兩會政策預期有望使市場進一步向上修復。投資方向裏大趨勢仍看好科技和消費，科技主要還是關注DeepSeek主題帶來的端側、推理算力、AI應用等領域的投資機會；春節假期的消費數據亮眼，看好家電、汽車、食品飲料等板塊投資機會。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
