截至12月9日收盘，光刻机概念上涨0.77%，位居概念板块涨幅第9，板块内，24股上涨，中瓷电子涨 停，腾景科技、炬光科技、联合化学等涨幅居前，分别上涨10.54%、6.13%、5.34%。跌幅居前的有华 特气体、美埃科技、永新光学等，分别下跌3.09%、2.35%、2.17%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 共封装光学(CPO) | 1.64 | 海南自贸区 | -3.33 | | 福建自贸区 | 1.44 | 金属铅 | -3.05 | | PVDF概念 | 1.39 | 金属锌 | -2.82 | | 太赫兹 | 1.14 | 金属铜 | -2.58 | | 乳业 | 1.12 | 天津自贸区 | -2.31 | | 海峡两岸 | 1.04 | 特钢概念 | -2.07 | | 数字水印 | 0.83 | 磷化工 | -2.05 | | 共享单车 | 0.81 | 黄金概念 | -2.02 | | 光刻机 | 0.77 | 金属镍 | -2.01 | | PCB概念 | 0.68 | ...

福建自贸区概念资金流入榜 截至12月9日收盘，福建自贸区概念上涨1.44%，位居概念板块涨幅第2，板块内，67股上涨，中创环保 20%涨停，欣贺股份、鸿博股份、厦门港务等涨停，乾照光电、德艺文创、腾景科技等涨幅居前，分别 上涨11.40%、10.68%、10.54%。跌幅居前的有睿能科技、嘉戎技术、兴业证券等，分别下跌9.98%、 7.18%、5.97%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 共封装光学(CPO) | 1.64 | 海南自贸区 | -3.33 | | 福建自贸区 | 1.44 | 金属铅 | -3.05 | | PVDF概念 | 1.39 | 金属锌 | -2.82 | | 太赫兹 | 1.14 | 金属铜 | -2.58 | | 乳业 | 1.12 | 天津自贸区 | -2.31 | | 海峡两岸 | 1.04 | 特钢概念 | -2.07 | | 数字水印 | 0.83 | 磷化工 | -2.05 | | 共享单车 | 0.81 | 黄金概念 | -2.02 | | 光刻机 | ...

证券时报·数据宝统计显示，今日可交易科创板股中，153只股收盘上涨，涨幅超过10%的有3只，涨幅 在5%至10%的有11只，收盘下跌的有436只，跌幅超10%的有2只。 科创板股换手率区间分布显示，换手率超过20%的有2只，换手率10%~20%的有14只，换手率5%~10% 的58只，换手率3%~5%的60只，换手率1%~3%的258只，换手率不足1%的有202只。 换手率最高的是C摩尔，该股为上市5日内的新股，收盘涨幅5.73%，换手率30.72%，日成交额54.78亿 元，全天主力资金净流入2.22亿元。其次是航天环宇，该股今日收盘下跌3.70%，全天换手率23.82%， 成交额9.50亿元，换手率居前的还有德科立、恒坤新材、必贝特等，换手率分别为19.94%、15.84%、 15.73%。 科创50指数今日下跌0.27%，报收1347.11点，科创板全日成交量31.74亿股，成交额1791.25亿元，加权 平均换手率为1.65%。 从杠杆资金动向看，高换手个股中，共40股近期获杠杆资金净买入，统计显示，截至12月8日，近5日融 资余额增加较多的有C摩尔、长光华芯、国盾量子等，分别增加19.81亿元、1. ...

今日涨跌幅居前的概念板块 截至12月8日收盘，光刻机概念上涨3.00%，位居概念板块涨幅第9，板块内，44股上涨，中瓷电子、泰 晶科技等涨停，赛微电子、芯碁微装、蓝特光学等涨幅居前，分别上涨11.35%、8.95%、8.51%。跌幅 居前的有*ST和科、南京化纤、晶方科技等，分别下跌2.72%、0.14%、0.07%。 | 600353 | 旭光电 | 1.24 | 2.88 | 2691.00 | 7.27 | | --- | --- | --- | --- | --- | --- | | | 子 | | | | | | 603360 | 百傲化 | 4.86 | 2.19 | 2115.60 | 4.17 | | | 学 | | | | | | 600619 | 海立股 | 1.07 | 3.26 | 1838.35 | 3.44 | | | 份 | | | | | | 301095 | 广立微 | 3.72 | 2.17 | 1811.05 | 6.97 | | 301421 | 波长光 电 | 2.89 | 10.27 | 1762.81 | 3.83 | | 300666 | 江丰电 | 1.67 ...

12月8日，指数高开高走，截至午间收盘，沪指涨0.62%，深成指涨1.55%，创业板指涨3.02%。两市个 股超3500股上涨，成交急剧放量，较昨日放量超2980亿。 点评：消息面上，板块受国内外多重消息利好提振，近期，年产1000颗卫星的文昌卫星超级工厂即将投 产，目标2027年实现航天产业集群营收100亿元；SpaceX正启动新一轮二次股票出售，马斯克称其多年 保持现金流为正。银河证券表示，我国商业卫星产业即将进入需求侧牵引与供给侧支撑双向发力的新阶 段，产业闭环有望成型。 2、券商板块走强 下跌方面，煤炭、贵金属、电力等板块跌幅居前。 展望后市，国金证券认为，市场主线格局将逐步清晰。新的变化正在出现，未来结构上的信号可能比总 量更加清晰，金融市场非银机构的约束放松将进一步与全A的盈利回升形成正向循环。 热门板块 1、商业航天活跃 商业航天板块走强，龙洲股份4连板，顺灏股份、西部材料2连板。 分析表示，在多重利好刺激下，市场回暖信号明确。第一，上周五盘后相关部门发布新规，调整保险公 司业务的风险因子，这次下调风险因子，可以释放出更多的保证金。第二，证监会主席吴清表示，监管 层面将强化分类监管，适度拓宽券商 ...

| 688313 仕佳光子 | | +7.67% | 92.81 | | --- | --- | --- | --- | | 688662 | 富信科技 | +7.62% | 43.62 | | 688195 | 腾景科技 | +6.87% | 172.81 | | 300812 | 易天股份 | +6.50% | 28.35 | | 000988 | 华工科技 | +6.49% | 79.74 | | 600105 | 永鼎股份 | +6.37% | 18.21 | | 300684 | 中石科技 | +6.09% | 44.43 | 编辑 ｜ 钉钉 12月8日，CPO概念股涨势扩大，截至发稿， 东田微20%涨停， 天孚通信涨近17%，源杰科技涨超 11%，长光华芯涨超10%，仕佳光子、永鼎股份涨超6%，股价盘中均创出历史新高。 | 代码 | 名称 | 涨幅 % v | 现价 | | --- | --- | --- | --- | | 301183 | 东盟微 | +20.00% | 164.14 | | 300394 | 天孚通信 | +16.73% | 232.01 | | 301486 | 致尚科技 ...

Group 1: Optical Modules - The optical module industry is experiencing the highest growth and performance realization among AI hardware this year, driven by high verification barriers for North American CSP tech giants and increasing demand due to the acceleration of supernode technology [2][4] - The average ratio of optical modules to GPUs is continuously increasing, with demand for 800G and 1.6T optical modules being revised upwards, indicating a strong upward resonance in demand [2][4] - By 2026, the demand for 1.6T optical modules is expected to exceed 30 million units, with an average price of $900-1000 per unit, while high-end EML optical chips are projected to face a 25-30% supply shortage [4][5] Group 2: Liquid Cooling - The liquid cooling industry has seen fluctuating trends this year, with initial enthusiasm dampened by low penetration rates, followed by a resurgence in August and significant breakthroughs in November [5][9] - The demand for liquid cooling in North America is expected to expand rapidly by 2026, with penetration rates in the NVIDIA ecosystem projected to rise from 20-30% to over 80-90% [7][9] - A leading domestic manufacturer is anticipated to capture a market share of 13-17% in North America by 2026, with Google expected to implement liquid cooling solutions for over 200,000 TPU V7 chips, creating a market space exceeding $24-28 billion [9][10] Group 3: AI PCB - The AI PCB industry is thriving, with companies like Shenghong, Huidian, and Shengyi achieving performance realization in North America, despite some quarterly fluctuations [10][12] - The supply side is seeing an increase in product value and manufacturing difficulty due to upgrades in customer chips and cabinet solutions, leading to a marginal differentiation in the supply landscape [10][12] - By 2026, the introduction of orthogonal backplanes is expected to significantly increase unit value, with M9 material processing anticipated to break through, although mass production is expected to ramp up in 2027 [12][13] Group 4: Server Power Supply - The server power supply market has shown similar trends to liquid cooling, with initial excitement followed by a divergence in performance among manufacturers [13][14] - The supply side is dominated by Taiwanese manufacturers, with a high concentration of market share, while domestic manufacturers are expected to make significant breakthroughs in North America by 2026 [14][15] - The adoption of HVDC technology is projected to replace traditional UPS solutions, with an expected market scale exceeding $20-30 billion by 2026 [15]

本周硬科技领域投融资重要消息包括：工信部：实施工业互联网与重点产业链"链网协同"行动；浙江： 统筹建设算力数据模型基础性工程；佰维存储回购股份资金总额调整为8000万元-1.5亿元。 》》政策 五部门：鼓励地方利用算力券、模型券、数据券等方式 在算力、算法、数据等方面提供便利和优惠 国家发展改革委、国家数据局、教育部、科技部、中共中央组织部发布关于加强数据要素学科专业建设 和数字人才队伍建设的意见。意见指出，建设典型应用场景。推动数据领域科技创新与产业创新深度融 合，构建企业主导的产学研用协同创新体系，建设一批数字人才培养典型应用场景。强化企业在应用场 景构建、技术需求识别、成果落地实施等方面的主导作用，支持高校、研究机构、科技社团等深入场景 前沿，加快培养一批复合型、创新型、实战型数字人才。探索技术专利联合开发，推动各方共享知识产 权收益，加速技术市场化。鼓励地方利用算力券、模型券、数据券等方式，在算力、算法、数据等方面 提供便利和优惠。 工信部：实施工业互联网与重点产业链"链网协同"行动 打造一批适配的工业互联网解决方案 工业和信息化部党组12月4日开展理论学习中心组学习。会议要求，要坚持系统观念，积极谋 ...

Capital Market Highlights - "China's Nvidia," Moore Threads, will be listed on the STAR Market on December 5, with Muxi Co.'s IPO subscription starting the same day at a price of 104.66 yuan, aiming to raise 3.899 billion yuan [2] - JPMorgan upgraded its rating on Chinese stocks from "neutral" to "overweight," stating that the risk of a significant rise in the Chinese stock market by 2026 is much higher than the risk of a significant decline, with a projected 19% upside for the MSCI China Index under base case scenarios [2] - The China Securities Regulatory Commission disclosed that companies like Shichuangyi, Shurui Robotics, and Niushidate have initiated A-share IPO counseling, all categorized as hard technology enterprises [2] Key Industry Sectors - In embodied intelligence, Tesla released a video of its Optimus humanoid robot running, achieving a personal best; Yushu published a new video verifying the reliability of its machine, with H2 performing a combat test against G2 [4] - In commercial aerospace, the Zhuque-3 reusable launch vehicle was launched into orbit, but the recovery test failed [4] - In the chip sector, Amazon's cloud division plans to launch its latest AI chip, Trainium3, claiming it provides computational power for AI models at a lower cost and higher efficiency compared to Nvidia's GPUs [4] Company Updates - The price of Feitian Moutai has dropped to 1,399 yuan, falling below the official guidance price [5] - JPMorgan increased its stake in Vanke's H-shares from 4.72% on November 27 to 5.23%, while Blackstone's holding rose from 4.83% to 5.45% [5] - Guizhou Bailing's actual controller is under investigation for insider trading, information disclosure violations, and transferring stocks in violation of restrictions [5] - Lens Technology is collaborating with several leading domestic and international clients to develop various AI edge hardware devices, including glasses, watches, wristbands, rings, and desktop models [5] - Microchip Technology, a wholly-owned subsidiary of Saiwei Electronics, plans to participate in establishing Chuxin Micro Technology [5] - Zhongshi Technology intends to acquire a 51% stake in Zhongshi Xun Cold to enhance its liquid cooling business ecosystem [5]

Group 1: Institutional Insights and Market Analysis - Foreign institutions have conducted over 9,000 investigations into A-share listed companies this year, signaling a positive outlook on Chinese assets [1][4] - Notable foreign institutions such as Point72 Asset Management and Goldman Sachs are leading in research frequency, focusing on technology innovation and high-end manufacturing as key sectors [1][4] Group 2: External Markets and Related Assets - On Wednesday, US stock indices closed higher, with the Dow Jones up 0.86%, Nasdaq up 0.17%, and S&P 500 up 0.30%; Tesla rose over 4% and Oracle over 3%, while Microsoft fell over 2% and Nvidia dropped 1% [2][5] - The Nasdaq China Golden Dragon Index fell 1.37%, with significant declines in stocks such as Aters down 9.38%, Haitian Network down 7.98%, Jinko Solar down 5.67%, and NIO down 4.97% [2][5] - In commodities, Shanghai tin futures rose 3.59% to 320,440 CNY/ton, the highest since April 2022, while LME three-month tin also increased by 4.21% to 40,685 USD/ton [2][5] Group 3: Important Announcements from Listed Companies - On December 3, Zhihong Home disclosed its shareholding increase; concurrently, 15 A-share listed companies, including Tengjing Technology, Dongfang Electric, and Shanxi Fenjiu, announced shareholding reduction plans [3][6]