行业研究 1. 半导体产业 * 大基金三期成立，中国半导体产业将迎来强势突破 [1] * 重点关注先进晶圆制造领域、先进封装领域、AI瓶颈先进存储领域 [1] 2. 边缘AI芯片 * 边缘AI芯片有望加速落地 [2] * Phi—3mini的小模型允许用户在没有网络的情况下与虚拟助手进行互动 [2] * 边缘AI芯片具有独特的部署优势且市场前景可观 [2] 3. 高价判断 * 统计中股票上市60日后纳入、用当天最高价判断 [3] * 数字代表概念股个数 [4] 4. 大基金三期出手 * 机构建议关注先进封装领域，这家公司拟并购的先进封装材料国际有限公司系全球前五的半导体引线框架供应商 [5] * Synaptics将与谷歌在边缘人工智能领域开展合作 [5] 5. 历史新高个股 * 创一年新高个股较上个交易日减少24家至31家 [11] * 微信小店概念表现不俗 [11] 6. 公司要闻精选 * 扬电科技拟与合作方共同出资设立合资公司 [8] * 粤宏远A拟购买博创智能约60%股份 向高端装备制造领域转型 [8] * 迪贝电气2024年归母净利润同比预增70.2%左右 [8] * 贵州茅台2024年归母净利润同比预增约14.67% [8] * 普洛药业司美格鲁肽注射液体重管理和成人2型糖尿病适应症的临床试验申请获得批准 [8] * 稳健医疗通过"winner稳健医疗"和"Purcotton全棉时代"两大品牌实现医疗板块及消费板块协同发展 [8] * 华如科技积极开展人工智能、数字李生、元宇宙等技术研究和工程实践 [8] 7. 市场大热点 * 国家大基金三期出手，机构建议关注先进封装领域 [5] * Synaptics将与谷歌在边缘人工智能领域开展合作，机构称边缘AI芯片有望加速落地 [5] 8. 热点复盘 * 1月2日板块及龙头股 [18] * 成交额>10亿个股概念分布 [18] 9. 热点题材 * 【趋势追踪】高价判断 [3] 10. 公司要闻精选 * 文峰股份在消费者中有较高的知名度 [16] * 公司实施精准营销，围绕"春节""520""618"等主题开展营销活动 [16] 11. 热点题材 * 【大头条】公司方面，至正股份子公司苏州桔云专注于先进封装后道半导体设备的研发、生产与销售 [12] * 润欣科技与奇异摩尔合作，在2.5D及3DIC Chiplet 异构集成通用芯粒产品和专用设计平台形成优势互补 [12] 12. 热点题材 * 公司方面，奥比中光自主研发的MX系列深度引擎芯片均属于边缘端AI芯片 [13] * 云天励飞的Deep Edge 10是国内首创的国产14nm Chiplet大模型推理芯片 [13] 13. 热点题材 * =华为■芯片■人工智能■机器人=汽车■高股息=第力=军工■电商■消费电子 [14] 14. 热点题材 * -年新高个股概念分布 [15] 15. 热点题材 * 【公司要闻精选】峰大世界"文峰千家惠"文峰电器"文峰超市"在消费者中有较高的知名度 [16] 16. 热点题材 * 据媒体报道，国投集新（北京）股权投资基金（有限合伙）成立，出资额710.71亿元 [16] 17. 热点题材 * 据媒体报道，Synaptics周四宣布，将与谷歌在物联网边缘人工智能(Edge Al for the loT)领域开展合作 [17] 18. 热点题材 * 1月2日 板块及龙头股 [18] 19. 热点题材 * 点评：市场相较于上个交易日放量508亿元，两市成交10亿以上个股减少5家至253家 [19] 20. 热点题材 * **| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | 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