今日（12月9日）A股三大指数涨跌不一，上证指数收于3909.52点，跌0.37%，深证成指跌0.39%，创业板 指涨0.61%。市场全天成交额1.92万亿元，较前一交易日缩量超1300亿元。收盘上涨个股超1300只，其中 收盘股价涨停的有54只。 盘面上，共封装光学（CPO）概念领涨，板块内德科立、陕西华达均"20cm"涨停。元件、福建自贸区、 PVDF、零售等概念跟涨。海南、工业金属、金属铅概念等跌幅居前。 40股收盘价创历史新高 据证券时报·数据宝统计，不含近一年上市的次新股，今日共有40股收盘价创历史新高。从行业属性来看， 电子、通信、机械设备行业创新高的个股较为集中，分别有14股、6股、5股出现在名单中。 收盘价创历史新高股中，今日股价平均上涨4.96%，涨停的有陕西华达、德科立、洛凯股份等，涨幅居前 的有乾照光电、腾景科技、致尚科技等。 | 代码 | 首标 | 收盘价 | 日涨幅 | 行业 | | --- | --- | --- | --- | --- | | | | (元) | (%) | | | 688205 | 德科立 | 165.02 | 20.00 | 通信 | | 301517 | 陕 ...

Core Viewpoint - The recent surge in Dekoli's stock price is driven by heightened market interest in AI computing power and optical switching (OCS) products, although the company has not yet secured significant revenue from overseas sample orders [1][2]. Group 1: Company Developments - Dekoli's OCS products have achieved key performance metrics, including nanosecond response times and zero port loss, indicating potential for diverse applications in data center optical interconnection and computing power cluster scheduling [2]. - The company has seen a significant increase in orders for its Data Center Interconnect (DCI) products, surpassing 100 million yuan in orders this year, with DCI sales proportion rising from approximately 11% to 22% year-on-year [3]. - Dekoli is actively expanding its global production capacity, with an additional 200 million yuan in domestic capacity expected to reach full production by mid-next year, and a Thai factory set to contribute another 200 million yuan in capacity starting in Q1 next year [3]. Group 2: Market Context - The OCS market is still in its early stages, characterized by diverse technological routes and application scenarios, which necessitates ongoing attention to technological advancements and market demand changes [2]. - The telecommunications segment remains a stable revenue source for Dekoli, although it faces pressure on gross margins due to slowing demand and increased competition [3].

作者 | 哥吉拉 数据支持 | 勾股大数据（www.gogudata.com） 12月9日，继昨日疯涨之后，今日AI算力概率股再度大爆发。 截至A股收市，沪指跌0.37%，深证成指跌0.39%，创业板指涨0.61%。全市场成交额1.92万亿元，全市 场有超4000股下跌。 但共封装光学（CPO）产业链、电子元器件等板块表现抢眼。工业富联、中际旭创、胜宏科技等核心巨 头显著放量大涨，乾照光电、腾景科技、致尚科技等多只相关个股涨幅超10%。 | | 名称 | 張幅％1 | 年初至今 | 主力净额 | | --- | --- | --- | --- | --- | | 1 | 共封装光学(CPO) | +1.64% | +91.25% | +25.52亿 | | 2 | 福建自贸区 | +1.44% | +62.41% | -25.1亿 | | ന | PVDF概念 | +1.39% | +42.12% | +3.774Z | | র্ব | 太赫级 | +1.14% | +64.62% | +7.2亿 | | ഗ | 到业 | | ww.gogudata.com | +1.8亿 | | 6 | 世居堂與 | +1 ...

德科立(688205.SH)发布公告，公司股票交易连续三个交易日内(2025年12月5日、2025年12月8日、2025 年12月9日)收盘价格涨幅偏离值累计超过30%。根据《上海证券交易所交易规则(2023年修订)》《上海 证券交易所科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常波动情形。近期，受 AI算力建设需求驱动，光交换(OCS)产品受到市场高度关注。公司始终紧密跟进前沿技术演进，硅基 OCS产品已获取海外样品订单，目前正处于样品交付与客户验证阶段，尚未取得海外主流厂商的批量订 单，该样品订单对公司营收贡献有限。当前OCS领域技术路线多样、研发门槛高，整体市场仍处早期培 育与生态形成阶段，其技术路径、应用场景与规模化时间表仍具有不确定性，市场前景尚未明朗。 ...

智通财经APP讯，德科立(688205.SH)发布公告，公司股票交易连续三个交易日内(2025年12月5日、2025 年12月8日、2025年12月9日)收盘价格涨幅偏离值累计超过30%。根据《上海证券交易所交易规则(2023 年修订)》《上海证券交易所科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常波动 情形。近期，受AI算力建设需求驱动，光交换(OCS)产品受到市场高度关注。 公司始终紧密跟进前沿技 术演进，硅基OCS产品已获取海外样品订单，目前正处于样品交付与客户验证阶段，尚未取得海外主流 厂商的批量订单，该样品订单对公司营收贡献有限。当前OCS领域技术路线多样、研发门槛高，整体市 场仍处早期培育与生态形成阶段，其技术路径、应用场景与规模化时间表仍具有不确定性，市场前景尚 未明朗。 ...

Group 1: Stock Market Activity - On the institutional leaderboard, 41 stocks were listed, with 23 seeing net purchases and 18 experiencing net sales [1] - The top three stocks with the highest net purchases were Dekoli (175 million), Tongyu Communication (70.7 million), and Haixin Food (64.93 million) [1] - Dekoli's stock price increased by 20.00%, while Tongyu Communication's decreased by 8.30%, and Haixin Food's rose by 8.43% [2] Group 2: Economic Policy Insights - The Central Political Bureau's meeting emphasized the importance of expanding domestic demand and optimizing supply, indicating a shift towards a more integrated approach to consumption and investment policies [3] - The meeting highlighted the need for local governments to have greater flexibility in implementing policies to boost consumption and investment, rather than focusing solely on consumption [3] - The policy framework continues to prioritize domestic demand, with a clear goal of increasing the resident consumption rate significantly [4] Group 3: Company Profiles - Dekoli is a company involved in the optical transmission industry, with its 400G coherent module having achieved small-scale trial production and receiving overseas sample orders for silicon-based OCS [2] - Xiamen Port Authority operates the largest port terminal in Xiamen and benefits from the development of the Haixi Free Trade Zone [5] - Shuhua Sports, based in Quanzhou, is recognized as one of the leading manufacturers of fitness equipment and display racks in China [5]

据21投资通智能监测，29只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及17只。 3.53亿元资金抢筹德科立，4.45亿元资金出逃航天动力 12月9日，上证指数下跌0.37%，深证成指下跌0.39%，创业板指上涨0.61%。盘后龙虎榜数据显示，共有50只个股 因当日异动登上龙虎榜，资金净流入最多的是德科立（688205.SH），达3.53亿元。 | | | | んだけ小型市 立大关旧/九 | | | | | --- | --- | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 买方机 构数 | 卖方机 构数 | 机构净买额 (万元) | 机构净买额占 总成交比 | 换手率 | | 德科立 | 20% | 2 | 7 | 17497 | 3.49% | 19.94% | | 通宇通讯 | -8.3% | 2 | 1 | 7071 | 1.51% | 45.54% | | 海欣食品 | 8.43% | 3 | 1 | 6493 | 2.52% | 53.39% | 50只上榜的龙虎榜个股中，24只个股被净买入，26只个股被净卖出。其中，资金净买入最多的是德科 ...

Summary of Key Points Core Viewpoint - On December 9, a total of 36 stocks were involved in institutional trading, with 17 stocks showing net buying by institutions and 19 stocks showing net selling [2]. Institutional Net Buying - The top three stocks with the highest net buying by institutions were: - Dekeli: Net buying amount of 175 million yuan, with a price increase of 20.00% [3]. - Tongyu Communication: Net buying amount of 70.71 million yuan, with a price decrease of 8.30% [3]. - Haixin Food: Net buying amount of 64.93 million yuan, with a price increase of 8.43% [3]. Institutional Net Selling - The top three stocks with the highest net selling by institutions were: - Yonghui Supermarket: Net selling amount of 342 million yuan, with a price increase of 9.95% [4]. - Leike Defense: Net selling amount of 151.80 million yuan, with a price increase of 10.01% [4]. - Shaanxi Huada: Net selling amount of 70.07 million yuan, with a price increase of 20.00% [4].

Core Viewpoint - The article highlights the explosive growth of the AI computing power sector, particularly focusing on the CPO (Co-Packaged Optics) industry chain, which has seen significant stock price increases due to various positive developments in both domestic and international markets [3][6][22]. Market Performance - On December 9, the A-share market saw the Shanghai Composite Index decline by 0.37% and the Shenzhen Component Index by 0.39%, while the ChiNext Index rose by 0.61%. The total market turnover was 1.92 trillion yuan, with over 4,000 stocks declining. However, the CPO industry chain and electronic components performed exceptionally well, with key players like Industrial Fulian and Zhongji Xuchuang experiencing significant gains [3][4]. CPO Industry Surge - The CPO sector experienced a 1.64% increase on the day, with a year-to-date rise of 91.25% and a net inflow of 2.55 billion yuan. Notable stocks in this sector, such as Dekeli and Shaanxi Huada, saw strong trading activity, with Dekeli achieving a 20% limit-up [4][12][16]. Positive Developments in AI Computing - Recent advancements in AI computing, including the release of Deep Seek V3.2 and the collaboration between ByteDance's Doubao team and ZTE, have generated market interest. Additionally, OpenAI's upcoming release of GPT-5.2, which boasts an 18% improvement in reasoning efficiency and a 23% increase in multi-modal response speed, is expected to drive demand for AI chips and related hardware [6][7][8]. U.S. Policy Changes - A significant development occurred when former U.S. President Trump announced that NVIDIA would be allowed to sell its H200 AI chips to China, albeit with a 25% revenue share. This news positively impacted U.S. chip giants like NVIDIA and AMD, leading to a surge in related A-share stocks [9][11]. Market Insights - According to Guosheng Securities, the adjustment in U.S. chip export policies is a major boon for domestic capital expenditure in related fields, potentially increasing overall spending on computing power [11]. Trend Force's report indicates a projected 2.6-fold increase in the shipment of 800G optical transceiver modules by 2026, highlighting the growing demand in this sector [11]. CPO Market Leaders - Companies like Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication have been recognized as leaders in the CPO industry due to their technological advantages and market share. The market potential for CPO is vast, with significant orders flowing to both leading and smaller players in the industry [14][15][22]. Future Investment Opportunities - The article suggests that the explosive growth of the computing power industry is just beginning, with ongoing advancements in AI technology and expanding application scenarios. Investors are encouraged to focus on companies with core technologies, sustainable profitability, and long-term growth potential to capitalize on emerging opportunities in the computing power sector [28].

龙虎榜方面，多只福建本地股遭游资抛售，其中海欣食品遭一家一线游资席位（广发证券深圳福华一路）卖出8672万，榕基软件遭两家一线游资席位（国盛 证券宁波桑田路、国泰海通证券上海新闸路）合计卖出1.06亿，红相股份遭一家一线游资席位（国泰海通证券成都北一环路）卖出1.1亿。 从深股通前十大成交个股来看，中际旭创位居首位；胜宏科技和新易盛分居二、三位。 二、板块个股主力大单资金 从板块表现来看，算力硬件、零售、福建等板块涨幅居前，海南、有色金属、煤炭等板块跌幅居前。 | 排名 | 板块名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 商贸零售 | 8.99 | 2.61 | | 2 | 电力设备 | 5.49 | 1.08 | | 3 | 影视院线 | 0.90 | 0.79 | | 4 | 出版 银行 | -0.36 -0.67 | -1.00 -0.28 | 算力硬件概念股德科立今日20cm涨停，两家机构买入2.91亿，一家机构卖出1.16亿。 一、沪深股通前十大成交 今日沪股通总成交金额为996.46亿，深股通总成交金额为1199 ...