上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 截至上午收盘，上证指数下跌0.13%，深证成指上涨0.09%，创业板指上涨1.07%。 算力产业链上涨 今天上午，算力产业链继续上涨，光模块、铜缆高速连接、液冷服务器等板块上涨。德科立、陕西 华达、致尚科技等个股大涨。 | 共封装光学 (CPO)。 3716.46 2.07% | | | | | --- | --- | --- | --- | | 成分股 基金 | 资金 | 板块分析 | 新闻 | | 5 展开分析 | 最新 | 涨幅 → | 流通市值 | | 德科立 融 688205 | 165.02 | 20.00% | 261亿 | | 首板涨停 最终涨停 10:31 | | | | | 陕西华达 融 301517 | 61.39 | 17.36% | 60.3 Z | | 最终涨停09:43 | | | | | 奕东电子 | 47.80 | 10.88% | 78.9 Z | | 融 301123 | | | | | 生益电子 | 107.17 | 10.22% | 891亿 | | 闘 688183 | | ...

Group 1 - The A-share market showed mixed performance, with the communication and electronics sectors experiencing significant gains, with many stocks hitting the daily limit or rising over 10% [1][2][3] - The Shanghai Composite Index fell by 0.13% to 3918.83, while the Shenzhen Component Index rose by 0.09% to 13341.62, and the ChiNext Index increased by 1.07% to 3224.38 [3][4] - The communication sector saw a rise of over 3%, with stocks like Hengxin Oriental, Dekeli, and Online Offline hitting the daily limit, while others like Zhongji Xuchuang and Xinyisheng also saw gains [4][5] Group 2 - The electronics sector also experienced substantial growth, with stocks such as Purun Co., Yidong Electronics, and Shengyi Electronics rising over 10%, while others like ChaoSheng Electronics and Junya Technology hit the daily limit [5][6] - Several stocks in the A-share market continued to show active performance, with many hitting the daily limit after consecutive gains in previous trading days [8] Group 3 - The Hong Kong stock market showed a downward trend, with the Hang Seng Index falling nearly 1% and the Hang Seng Tech Index dropping over 1.5% [18] - In the Hong Kong market, stocks like Xinyi Glass, Xinyi Solar, Longfor Group, and Zijin Mining saw declines of over 4%, while WuXi Biologics and Hang Lung Properties were among the top gainers [18]

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index down by 0.13% and the Shenzhen Component Index up by 0.09% as of midday trading [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.26 trillion yuan, with over 3,500 stocks declining [1][2] CPO (Optical Module) Sector - The CPO concept saw a strong resurgence, with stocks like Dekor and Zhongji Xuchuang hitting their daily limit up, and several stocks reaching historical highs [1][3] - The CPO index increased by 2.59%, indicating a positive market sentiment towards optical modules driven by AI computing hardware demand [3] - Bank of China International noted that the market expectations are catalyzed by Google's model upgrades and anticipated increases in TPU production, suggesting a potential shortage in optical communication chips by 2026 [3] Fujian Sector Performance - The Fujian sector continued its strong performance, with multiple stocks hitting their daily limit up, including Anji Food and Shuhua Sports achieving consecutive limit-up days [1][4] Aerospace Sector Activity - The commercial aerospace sector remained active, with the index reaching a new historical high, driven by stocks like Aerospace Changfeng and Longzhou Co. hitting their daily limit up [4][5] - Shandong Province has successfully supported 21 offshore launch missions, placing 133 satellites into orbit, indicating robust capabilities in the aerospace sector [5][6] Individual Stock Movements - China Zhongzhi's stock approached the daily limit down, with its latest market capitalization reported at 601 billion yuan, and its Hong Kong stock price dropping over 20% [8] - China Metallurgical Group announced the sale of its 100% stake in China Metallurgical Real Estate and other assets for 606.76 billion yuan to Minmetals Land and China Minmetals [10] Pharmaceutical Sector - A new Alzheimer's drug with an annual fee exceeding 100,000 yuan has been included in commercial insurance, potentially benefiting over 10 million patients [11] Commercial Rocket Companies - Five domestic commercial rocket companies are racing towards IPOs, with a total estimated valuation exceeding 85.5 billion yuan [11]

板块上来看，创新药概念股表现活跃，CPO、电子元器件、互联网等板块涨幅居前；而贵金属、海南自贸港、房地产等震荡调整。 一起来看下最新的市场情况及资讯。 12月9日开盘，A股市场震荡拉升，创业板指涨逾1%，沪指跌0.03%，深成指涨0.35%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3922.79 | 13376.53 | 1418.57 | | -1.28 -0.03% | +46.54 +0.35% | -7.68 -0.54% | | 科创50 | 创业板指 | 万得全A | | 1353.91 | 3224.50 | 6322.00 | | +3.12 +0.23% | +34.23 +1.07% | +6.53 +0.10% | | 沪深300 | 中证500 | 中证A500 | | 4624.80 | 7179.66 | 5564.18 | | +3.05 +0.07% | +7.29 +0.10% | +2.81 +0.05% | | 中证1000 | 深证100 | 中证红利 | | 7437.69 | 5895.60 | 5502.05 | ...

今日早盘，A股三大指数涨跌不一，沪指窄幅震荡，创业板指涨超1%。沪深两市半日成交额1.26万亿，较上个交易日缩量347亿。全市场超3500只个 股下跌。 从板块来看， 算力硬件概念股再度爆发 ， 胜宏科技涨近9%，德科立20cm涨停。福建板块延续强势，安记食品6连板，舒华体育4连板，东 百集团、厦门港务双双3连板。零售板块表现活跃，茂业商业、中央商场相继涨停。下跌方面，海南本地股集体大跌，新大洲A跌停。有色 金属板块震荡走弱，中国中冶触及跌停。 板块方面， 算力硬件、零售、福建等板块涨幅居前， 有色金属、海南、煤炭等板块跌幅居前。截至收盘，沪指跌0.13%，深成指涨 0.09%，创业板指涨1.07%。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...

公司发布的三季报数据显示，前三季度公司共实现营业收入6.52亿元，同比增长8.59%，实现净利润 4010.70万元，同比下降47.43%，基本每股收益为0.2500元，加权平均净资产收益率1.77%。（数据宝） （文章来源：证券时报网） 证券时报·数据宝统计显示，德科立所属的通信行业，目前整体涨幅为2.31%，行业内，目前股价上涨的 有68只，涨幅居前的有恒信东方、德科立、中瓷电子等，涨幅分别为20.04%、19.50%、10.01%。股价 下跌的有53只，跌幅居前的有通宇通讯、特发信息、*ST精伦等，跌幅分别为5.89%、4.18%、4.04%。 两融数据显示，该股最新（12月8日）两融余额为10.92亿元，其中，融资余额为10.92亿元，近10日增加 1.32亿元，环比增长13.77%。 德科立股价创出历史新高，截至10:10，该股上涨19.50%，股价报164.34元，成交量1821.87万股，成交 金额28.09亿元，换手率11.51%，该股最新A股总市值达260.13亿元，该股A股流通市值260.13亿元。 ...

对于英伟达产业链上的中国企业而言，H200芯片的获批出口无疑是一针强心剂。概念股的上涨反映了 市场对相关企业能够获得先进芯片供应、提升产品竞争力的积极预期。这些公司作为英伟达的供应链合 作伙伴，或直接受益于H200芯片的对华出口。 市场情绪带动下，AI分支光电路交换机概念、高速铜连接概念，纷纷跟涨，陕西华达（301517.SZ） 20cm涨停，德科立涨（688205.SH）逾18%，太辰光（300570.SZ）涨超8%，普遍创下近期阶段新高。 12月9日，美国总统特朗普宣布批准英伟达向中国出口H200人工智能芯片同时"抽成25%"的消息，迅速 引发市场对英伟达板块的强烈反应。A股相关概念股集体高开，国产AI芯片企业则呈现分化走势。 相比之下，国产GPU企业表现分化。业内认为，这在一定程度上反映了市场对国产GPU替代英伟达芯片 的预期存在分歧，以及行业在面对国际竞争与技术进口时的复杂心态，短期内英伟达H200芯片或仍将 是AI计算领域的主流选择。 摩尔线程（688795.SH）小幅低开后快速翻红，截至发稿上涨3.22%，报613元；海光信息 （688041.SH）、寒武纪（688256.SH）等AI芯片龙头小幅 ...

Core Viewpoint - The CPO sector in the A-share market has experienced a significant surge, with multiple stocks reaching their historical highs, driven by the increasing demand for AI computing power and the ongoing upgrade of the optical module industry [1][2]. Group 1: Stock Performance - Dekoli (688205) reached a 20% increase, with a total market value of 26.1 billion and a year-to-date increase of 136.95% [2]. - Yueling Co. (002725) saw a 9.98% rise, with a market value of 4.485 billion and a year-to-date increase of 63.28% [2]. - Taicheng Light (300570) increased by 8.46%, with a market value of 29.5 billion and a year-to-date increase of 80.23% [2]. - Ruijie Network (301165) rose by 6.65%, with a market value of 69.6 billion and a year-to-date increase of 71.08% [2]. - Zhongji Xuchuang (300308) increased by 5.01%, with a market value of 665.1 billion and a year-to-date increase of 387.06% [2]. - Other notable stocks include Jingwang Electronics, Juguang Technology, and Xinyi Sheng, all showing increases of over 3% [1]. Group 2: Industry Insights - The global optical module industry is accelerating its upgrade to 800G/1.6T due to the demand for AI computing power, with optical isolators becoming a critical component due to a global supply shortage of Faraday rotators [2]. - The production of Faraday rotators is monopolized by a few manufacturers in the U.S. and Japan, creating a significant supply-demand mismatch as the demand for high-speed optical modules surges [2]. - Companies positioned in the optical isolator sector are expected to benefit from their scarcity, sufficient production capacity, and high technical barriers, making them key players in the industry [2].

长城证券认为，AI应用的不断落地，将进一步倒逼算力基础设施以及端侧算力基础设施加快建设，因此， 持续看好相关产业链的投资机会，首先，以AIDC产业链为代表的光模块、PCB、主设备商以及铜缆等环 节，作为算力基础的基本支撑，需求快速释放，产业链迎业绩及估值的戴维斯双击，建议持续关注。 格隆汇12月9日｜A股市场CPO板块再度全线爆发，其中，德科立20CM涨停，跃岭股份10CM涨停，太辰光 涨超8%，锐捷网络涨超6%，中际旭创涨5%，景旺电子、炬光科技、新易盛、曙光数创、剑桥科技涨超 3%。值得注意的是，德科立、中际旭创、仕佳光子、光库科技、天孚通信创出历史新高。 国盛证券指出，在AI算力需求驱动下，全球光模块产业正加速向800G/1.6T升级。光隔离器作为光模块中 保护激光器的关键无源组件，正因其上游核心材料法拉第旋光片的全球性供应短缺，成为制约光模块产能 扩张的"卡脖子"环节。该材料技术壁垒极高，生产由美国、日本少数厂商垄断，而高速光模块需求爆发， 单模块隔离器用量随通道数增加，导致供需严重错配。这使得隔离器成为产业链中持续紧缺、具备价格弹 性的关键元件，布局此领域企业有望凭借其稀缺性、充足的产能与技术壁垒构 ...

Group 1 - The CPO concept saw a significant rise, with Dekoli increasing by over 13% and Zhongci Electronics hitting the daily limit [1] - Other companies such as Zhishang Technology and Ruijie Network also experienced gains following the trend [1]