当地时间2月11日，英伟达液冷供应商Vertiv（维谛技术）交出了一份超预期的财报。 第四季度，Vertiv营收达到了28.8亿美元，同比增长22.74%；归母净利润4.456亿美元，同比涨幅高达203.13%。 这个指引非常激进，也显示出公司对于供应链和产能爬坡的极强信心。 受此消息影响，昨夜Vertiv美股跳空大涨24.49%，创下了历史新高。 今日，液冷服务器概念表现强势，优刻得20cm涨停，方盛股份、申菱环境、依米康涨超10%，川润股份、英维克、大元泵业、博杰股份等多股涨停。 | 代码 名称 | | 现价 · | 涨跌 涨幅� | | --- | --- | --- | --- | | 688158 优刻得-W | | 45.05 | +7.51 +20.01% | | 920662 方盛股份 | | 32.04 | +4.70 +17.19% | | 301018 | 申菱环境 | 88.22 | +12.48 +16.48% | | 300249 | 依米康 | 18.00 | +2.02 +12.64% | | 300594 | 朗讲科技 | 29.37 | +2.71 +10.17% | | ...

Core Viewpoint - Tianji Co., Ltd. (002759.SZ) experienced a significant drop in stock price, hitting the daily limit down, primarily due to regulatory concerns following an investigation by the China Securities Regulatory Commission (CSRC) for alleged information disclosure violations [1] Group 1: Stock Performance - The stock price of Tianji Co., Ltd. fell to 39.56 yuan, with a market capitalization dropping below 20 billion yuan [1] - The sell-off was triggered by the announcement of the CSRC's investigation, leading to a sealed order amounting to 1.749 billion yuan [1] Group 2: Regulatory Issues - The company is under investigation by the CSRC for suspected violations of information disclosure laws, which has heightened investor concerns regarding compliance risks [1] - On January 15, the company faced regulatory measures from the Shenzhen Stock Exchange and the Guangdong Securities Regulatory Bureau due to issues related to goodwill impairment testing and inaccurate financial accounting [1]

此外，海外云服务商大幅提高资本开支。根美国云服务商在最新财报季中进一步明确了AI驱动的资本 开支加速趋势。Meta预计2026年资本开支为1150~1350亿美元，中值YoY+73%，重点投向超级智能实验 室和AI基础设施。Alphabet（谷歌母公司）预计2026年资本支出为1750~1850亿美元，中值YoY+97%， 主要用于AI功能优化和云基础设施扩容。亚马逊预计2026年资本开支约为2000亿美元，YoY+52%。微 软表示短期资产（CPU和GPU服务器）占资本开支的比例将维持在三分之二左右。美国四大云服务商均 表示，2026年全年将持续面临关键计算资源的供应限制，并需要通过加速投资、优化产能配置来应对快 速攀升的需求。 中银国际预计算力市场资本开支将持续推动技术迭代和需求增长，算力材料市场亦有望深度受益。 A股市场CPO概念股集体走强，天孚通信涨超10%，带动创业板人工智能ETF华宝、创业板人工智能 ETF华安、创业板人工智能ETF富国、创业板人工智能ETF大成、创业板人工智能ETF招商、创业板人 工智能ETF南方、创业板人工智能ETF华夏涨超2%。 | 序号 | 代码 | 名称 | 涨跌幅 ▼ ...

Core Viewpoint - Goldman Sachs reports that SMIC's operating profit for Q4 2025 exceeds expectations, and the revenue guidance for Q1 this year meets expectations [1] Group 1: Company Performance - The company is expected to benefit from increased domestic customer demand, ongoing capacity expansion, and product mix optimization this year [1] - SMIC plans to add 49,000 wafers per week capacity (based on 12-inch wafers) by 2025 while maintaining strong wafer yield [1] Group 2: Market Trends - The demand for high-margin products is expected to grow faster than traditional products, driven by the AI boom, supply chain restructuring, and localization trends [1] Group 3: Investment Outlook - Based on the optimistic growth outlook, Goldman Sachs anticipates that SMIC will continue to expand capacity and advance technology transfer in advanced processes, setting a target price of HKD 134 and rating the stock as "Buy" [1]

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]

Core Viewpoint - The DeepSeek concept stocks in the A-share market experienced a collective rise, driven by updates to the DeepSeek model, which now supports a context length of up to 1 million tokens, significantly enhancing its capabilities compared to the previous version released in August last year, which supported 128K tokens [1]. Group 1: Stock Performance - Youke De-W (优刻得-W) saw a rise of 13.93%, with a total market capitalization of 19.5 billion and a year-to-date increase of 52.26% [2]. - Capital Online (首都在线) increased by 11.34%, with a market cap of 15.8 billion and a year-to-date rise of 37.19% [2]. - Dongfang Guoxin (东方国信) rose by 7.55%, with a market cap of 17 billion and a year-to-date increase of 46.28% [2]. - China Jushi (中国巨石) experienced a 6% increase, with a market cap of 108.8 billion and a year-to-date rise of 59.01% [2]. - Puyuan Information (普元信息) increased by 5.55%, with a market cap of 3.126 billion and a year-to-date rise of 31.27% [2]. - Chipengwei (芯朋微) rose by 5.07%, with a market cap of 9.151 billion and a year-to-date increase of 14.43% [2]. - Guangliwei (广立微) increased by 4.74%, with a market cap of 17.7 billion and a year-to-date rise of 23.54% [2]. - Huohuan New Network (光环新网) rose by 4.27%, with a market cap of 32.9 billion and a year-to-date increase of 46.52% [2].

Group 1 - The A-share market saw a collective decline in bank stocks, with Chongqing Bank dropping over 2% and several other banks, including Agricultural Bank, CITIC Bank, and Xiamen Bank, falling more than 1% [1] - Chongqing Bank's stock decreased by 2.27%, with a total market capitalization of 36 billion and a year-to-date decline of 2.91% [2] - Agricultural Bank's stock fell by 1.62%, with a market cap of 2,337.9 billion and a year-to-date decline of 13.02% [2] Group 2 - CITIC Bank's stock decreased by 1.57%, with a market capitalization of 417.9 billion and a year-to-date decline of 2.47% [2] - Xiamen Bank's stock also fell by 1.57%, with a market cap of 19.9 billion and a year-to-date increase of 2.59% [2] - Qingnong Commercial Bank's stock dropped by 1.55%, with a market cap of 17.6 billion and a year-to-date increase of 2.26% [2] Group 3 - Other banks such as Qilu Bank, Xi'an Bank, and China Construction Bank experienced declines of 1.18% to 1.30%, with respective market caps of 36.2 billion, 16.9 billion, and 23,152 billion [2] - The stock of Industrial and Commercial Bank fell by 1.10%, with a market cap of 25,697 billion and a year-to-date decline of 9.08% [2] - China Merchants Bank's stock decreased by 1.04%, with a market cap of 98.33 billion and a year-to-date decline of 4.99% [2]

格隆汇2月12日｜澳大利亚S&P/ASX 200指数上涨1%至9105点。 ...

Core Viewpoint - The CPO concept stocks in the A-share market have collectively strengthened, with significant gains observed in several companies, indicating a positive trend in this sector [1]. Group 1: Stock Performance - Juguang Technology (688167) saw an increase of 11.19%, with a total market capitalization of 33.7 billion and a year-to-date gain of 114.04% [2]. - Taicheng Technology (300570) rose by 10.27%, with a market cap of 33.4 billion and a year-to-date increase of 27.34% [2]. - Tianfu Communication (300394) experienced an 8.99% rise, with a market value of 244.5 billion and a year-to-date gain of 54.88% [2]. - Guangku Technology (300620) increased by 4.79%, with a market cap of 46.2 billion and a year-to-date gain of 26.05% [2]. - Changxin Bochuang (300548) rose by 4.49%, with a market capitalization of 48.2 billion and a year-to-date increase of 16.40% [2]. - Hengdong Light (920045) saw a 4.37% increase, with a market cap of 28.4 billion and a year-to-date gain of 34.79% [2]. - Shijia Photon (688313) increased by 4.13%, with a market value of 39.5 billion, but has a year-to-date decline of 1.63% [2]. - Liant Technology (301205) rose by 4.09%, with a market cap of 24.9 billion and a year-to-date gain of 13.93% [2]. - Jieput (688025) increased by 3.99%, with a market capitalization of 21.3 billion and a year-to-date gain of 58.38% [2]. - Shoubote (300757) rose by 3.48%, with a market cap of 69.9 billion and a year-to-date increase of 78.75% [2]. - Zhongbei Communication (603220) saw a 2.57% increase, with a market value of 14.1 billion and a year-to-date gain of 23.52% [2]. - Cambridge Technology (603083) increased by 2.17%, with a market cap of 36.6 billion but has a year-to-date decline of 22.85% [2]. - Zhongji Xuchuang (300308) rose by 2.01%, with a market capitalization of 602.9 billion but has a year-to-date decline of 11.05% [2].

Core Viewpoint - The A-share market saw a significant rise in computing power concept stocks, with notable gains from companies like UCloud and others, driven by an announcement regarding price adjustments due to rising costs in the global supply chain [1] Group 1: Stock Performance - UCloud (688158) experienced a rise of 14.09%, with a total market capitalization of 19.5 billion and a year-to-date increase of 52.47% [2] - Dazhi Technology (600589) increased by 10%, with a market cap of 20.6 billion and a year-to-date rise of 93.58% [2] - Jinkai New Energy (600821) saw a gain of 9.97%, with a market cap of 13 billion and a year-to-date increase of 27.65% [2] - Dongfang Guoxin (300166) rose by 7.48%, with a market cap of 17 billion and a year-to-date increase of 46.18% [2] - Taicheng Light (300570) increased by 7.06%, with a market cap of 32.4 billion and a year-to-date rise of 23.63% [2] - Other notable performers include Xiechuang Data (300857) up 6.86%, Shoudu Online (300846) up 6.22%, and Tianfu Communication (300394) up 5.96% [2] Group 2: Price Adjustment Announcement - UCloud announced a price increase for all products and services starting March 1, 2026, due to significant and structural increases in core hardware procurement and infrastructure costs [1]