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 ...

沪深股通今日合计成交2196.00亿，其中工业富联和中际旭创分居沪股通和深股通个股成交额首位。板 块主力资金方面，商贸零售板块主力资金净流入居首。ETF成交方面，纳指ETF富国（513870）成交额 环比增长134%。期指持仓方面，IM合约空头减仓数量大于多头。 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。 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1199.54亿。 从个股主力资金监控数据来看，主力资金净流入前十的个股所属板块较为分散，胜宏科技净流入居首。 主力资金流出前十的个股所属板块较为分散，航天发展净流出居首。 三、ETF成交 | | | 今日成交额前十ETF | | | | --- | --- | --- | --- | --- | | ETF代码 | ...

Core Viewpoint - The company, Dekoli (688205.SH), has announced that its optical circuit switching (OCS) products are gaining significant market attention due to the demand for AI computing power, although it has not yet secured substantial orders from mainstream overseas manufacturers [1] Group 1: Product Development and Market Position - The company is closely following advancements in technology and has received overseas sample orders for its silicon-based OCS products, which are currently in the sample delivery and customer validation phase [1] - The OCS products have achieved key performance capabilities, including nanosecond-level rapid response and zero port loss, indicating potential for diverse applications such as data center optical interconnection and computing cluster scheduling [1] - Currently, the OCS products are not included in the company's recent revenue planning due to their status in the sample delivery and customer validation phase [1] Group 2: Market Landscape and Future Outlook - The OCS field is characterized by diverse technological routes and varying applicable scenarios, with the overall market still in an early cultivation stage [1] - The company will continue to monitor technological advancements and changes in market demand to appropriately advance the commercialization process of its products [1]

证券代码：688205 证券简称：德科立 公告编号：2025-069 无锡市德科立光电子技术股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 无锡市德科立光电子技术股份有限公司（以下简称"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。 经公司自查并书面问询公司控股股东、实际控制人，截至本公告披露日， 公司控股股东、实际控制人不存在关于公司的应披露而未披露的重大事项或重要 信息。 截至 2025 年 12 月 9 日，公司收盘价为 165.02 元/股。根据中证指数有限 公司发布的数据，公司最新滚动市盈率为 338.67 倍，公司所处的计算机、通信 和其他电子设备制造业最近一个月平均滚动市盈率为 57.71 倍。公司 ...

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. ...

002796 世嘉科技 3.54 8.01 889.33 沪指12月9日下跌0.37%，申万所属行业中，今日上涨的有5个，涨幅居前的行业为综合、通信，涨幅分 别为3.45%、2.23%。通信行业位居今日涨幅榜第二。跌幅居前的行业为有色金属、钢铁，跌幅分别为 3.03%、2.47%。 资金面上看，两市主力资金全天净流出529.92亿元，主力资金净流入的行业仅有3个，商贸零售行业净 流入资金11.43亿元；综合行业净流入资金4.32亿元；银行行业净流入资金7057.87万元。 主力资金净流出的行业有28个，有色金属行业主力资金净流出规模居首，全天净流出资金79.37亿元， 其次是计算机行业，净流出资金为56.16亿元，净流出资金较多的还有机械设备、非银金融、电力设备 等行业。 通信行业今日上涨2.23%，全天主力资金净流出31.25亿元，该行业所属的个股共124只，今日上涨的有 43只，涨停的有4只；下跌的有77只。以资金流向数据进行统计，该行业资金净流入的个股有34只，其 中，净流入资金超亿元的有7只，净流入资金居首的是中际旭创，今日净流入资金6.91亿元，紧随其后 的是新易盛、德科立，净流入资金分别为3.27 ...

证券之星消息，12月9日通信设备板块较上一交易日上涨2.62%，德科立领涨。当日上证指数报收于 3909.52，下跌0.37%。深证成指报收于13277.36，下跌0.39%。通信设备板块个股涨跌见下表： 从资金流向上来看，当日通信设备板块主力资金净流出39.41亿元，游资资金净流出8.35亿元，散户资金 净流入47.76亿元。通信设备板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...