半导体板块盘中大幅走高，截至收盘，盛科通信、东芯股份20%涨停，均创新高；普冉股份涨近15%，盘中亦创出新高；国民技术、晶丰明源、芯源微等 涨超10%。 | 代码 � | 名称 | | 涨幅% | 现价 | 涨跌 | 兴价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 688702 盛科通信-U K 20.00 | | | | 162.53 | 27.09 | 162.53 | | aa362 | | 688110 | 东芯股份 | K | 20.00 | 153.23 | 25.54 | 153.23 | - | 435468 | | 688699 明微电子 | | K | 16.30 | 63.50 | 8.90 | 63.48 | 63.50 | 126882 | | 688766 | 普申股份 | K | 14.75 | 255.00 | 32.78 | 255.00 | 255.01 | 121174 | | 688416 恒烁股份 | | K | 14.53 | 93.74 | 11.89 | 93.74 ...

Market Overview - On January 27, the market rebounded after a dip, with all three major indices turning positive; the Shanghai Composite Index rose by 0.18%, the Shenzhen Component Index by 0.09%, and the ChiNext Index by 0.71% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.92 trillion yuan, a decrease of 359.2 billion yuan compared to the previous trading day [1] - Over 3,400 stocks in the market experienced declines [1] Sector Performance - The chip industry chain continued to rise, with notable performances from companies like Huada Technology and Hanhua Technology, which saw significant gains [1] - Precious metals maintained strong momentum, with China Gold achieving three consecutive trading limit increases and Hunan Gold two consecutive increases [1] - The CPO concept showed active performance, with Yuanjie Technology rising over 10% to reach a historical high [1] - The coal and battery sectors faced the largest declines, with battery-related stocks like Tianji Co. and Huasheng Lithium falling over 6% [1] Chip Sector Highlights - Chip stocks led the market rally, with Huada Technology hitting the trading limit and Huahong Semiconductor rising over 8% during the day, reaching a market capitalization of over 200 billion yuan [1] - Dongxin Co. and Shengke Communication both hit the trading limit, while several other stocks in the sector saw gains exceeding 12% [1][2] External Influences - The surge in stock prices of South Korean memory chip giant SK Hynix, which rose nearly 8% to reach a historical high, was identified as a factor driving the strength of related A-share concept stocks [4] - Samsung Electronics announced a price increase of over 100% for NAND flash memory supply in Q1, significantly exceeding market expectations [4] - Micron Technology plans to invest an additional $24 billion in Singapore over the next decade to expand capacity in response to the AI-driven demand for memory chips [4] Solar and Aerospace Sectors - The space photovoltaic concept saw a rebound, with companies like Laplace and Zhonglai Co. experiencing significant gains [4] - Elon Musk's announcement regarding the deployment of data centers and satellites through Starship over the next 4-5 years is expected to support the growth of the space photovoltaic sector [4] - The commercial aerospace sector also saw short-term gains, with companies like Shenglu Communication hitting the trading limit and others rising over 10% [5] Aviation Sector Developments - The large aircraft sector continued to rise, with companies like AVIC Control and AVIC Technology hitting the trading limit, and others like Tunan Co. and AVIC Power seeing gains over 10% [6] - Individual stock BoHui Innovation experienced a sudden surge, rising over 10% within 10 minutes, following the announcement of its self-developed Nipah virus nucleic acid testing kit [6]

2026.01. 27 本文字数：953，阅读时长大约1.5分钟 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 上证指数 | | 4139.90 c | 7.30 | 0.18% | | 399001 | 深证成指 | 14329.91c | 13.27 | 0.09% | | 000680 | 科创综指 | 1889.46 c | 31.97 | 1.72% | | 881001 | 万得全A | 6855.84 с | 9.32 | 0.14% | | 399006 | 创业板指 | 3342.60 c | 23.45 | 0.71% | 1月27日，A股三大指数集体收涨，沪指涨0.18%，深成指涨0.09%，创业板指涨0.71%。科创综指涨 1.72%。 盘面上，黄金股上涨，半导体、AI算力产业链走强，存储器、CPO方向领涨；商业航天、太空光伏概念股 午后拉升；煤炭、医药商业、零售板块跌幅靠前。 具体来看，半导体板块走高，东芯股份、盛科通信-U、康强电子、华天科技等多股涨停。 | 代码 | 名称 | 涨幅 | 现 ...

A股三大股指1月27日集体低开。盘初快速下跌后，在抄底盘的拉动下震荡走高，午后则冲高回落。 从盘面上看，黄金股再度上涨，多股创新高；半导体、AI算力产业链走强，存储器、CPO方向领涨；商 业航天、太空光伏概念股午后拉升。 煤炭、基本金属、零售板块跌幅靠前，疫苗、锂电池题材走弱。 至收盘，上证综指涨0.18%，报4139.9点；科创50指数涨1.51%，报1555.98点；深证成指涨0.09%，报 14329.91点；创业板指涨0.71%，报3342.6点。 Wind统计显示，两市及北交所共1928家上涨，3450家下跌，平盘有91家。 黄金股再度上涨，晓程科技（300139）、四川黄金（001337）、湖南黄金（002155）、招金黄金 （000506）等涨停或涨超10%。 航天军工涨幅靠前，三角防务（300775）、航发科技（600391）、航发动力（600893）、航发控制 （000738）、盛路通信（002446）等涨停或涨超10%。 银行股反弹，青岛银行（002948）涨超2%，农业银行（601288）、宁波银行（002142）、杭州银行 （600926）、上海银行（601229）等涨幅靠前。 煤炭股 ...

当日，科创板个股涨多跌少，388股收涨，占比约64.77%。细分领域中，半导体股呈普涨态势，整体涨 幅靠前；软件服务股、元器件股、通信设备股、航空股呈多数上涨态势；医疗保健股和生物制药股跌幅 相对靠前，但整体跌幅不大。 新华财经北京1月27日电科创板两大股指27日早间均小幅低开，两股指盘初显著下探后出现较大幅度反 弹，翻红后略有回落，此后呈震荡上扬态势，午后有进一步攀升，尾盘涨幅略有收窄，收盘时仍显著上 涨。 至收盘时，科创50指数报1555.98点，涨幅1.51%，成分股总成交额约1021亿元，较上一交易日小幅缩 量。科创综指收于1889.46点，涨幅1.72%，总成交额约3245亿元，总成交额较上一交易日小幅缩量。 成交额方面，澜起科技成交额108.60亿元，位居首位；ST帕瓦成交额920.79万元，位居末位。 换手率方面，优刻得换手率为24.91%，位居首位；佰仁医疗换手率为0.25%，位居末位。 （文章来源：新华财经） 经新华财经统计，1月27日，剔除停牌的埃夫特，科创板其余599股平均涨幅1.35%，平均换手率 3.93%，合计成交额3244.78亿元，平均振幅为6.33%。 个股表现方面，盛科通信 ...

| 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 上证指数 | | 4139.90 c | 7.30 | 0.18% | | 399001 深证成指 | | 14329.91c | 13.27 | 0.09% | | 000680 | 科创综指 | 1889.46 c | 31.97 | 1.72% | | 881001 万得全A | | 6855.84 с | 9.32 | 0.14% | | 399006 | 创业板指 | 3342.60 c | 23.45 | 0.71% | 盘面上，黄金股上涨，半导体、AI算力产业链走强，存储器、CPO方向领涨；商业航天、太空光伏概念 股午后拉升；煤炭、医药商业、零售板块跌幅靠前。 具体来看，半导体板块走高，东芯股份、盛科通信-U、康强电子、华天科技等多股涨停。 | 代码 | 名称 | 涨幅 | 现价 | | --- | --- | --- | --- | | 688110 东芯股份 | | +20.00% 153.23 | | | 688702 盛科通信-U | | +20.00 ...

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 2026年1月27日，盛科通信（sh688702）触及涨停，涨停价162.53元，涨幅20%，总市值666.37亿元，流 通市值329.92亿元，截止发稿，总成交额14.31亿元。 根据喜娜AI异动分析，盛科通信涨停原因可能如下，营业收入增长+关联交易增长+现金流改善： 1、公 司近期公告显示，2025年前三季度营收同比增长17.55%，业务规模持续扩张。2025年销售商品关联交 易预计金额增至5.5亿，2026年预计达6亿，关联交易业务需求增长明显，且交易方中国电子为央企龙 头，履约能力有保障，这些都为公司业绩增长提供支撑。 2、2025年前三季度经营活动现金流量净额同 比增长2 ...

半导体板块进一步走强，华虹公司、盛科通信盘中创新高，华天科技午后涨停，恒烁股份、国民技术涨 幅居前。 ...

数据显示，汇添富基金旗下1只基金重仓盛科通信。汇添富移动互联股票A（000697）四季度减持28.8万 股，持有股数109.05万股，占基金净值比例为4.22%，位居第七大重仓股。根据测算，今日浮盈赚取约 748.09万元。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 汇添富移动互联股票A（000697）成立日期2014年8月26日，最新规模28.2亿。今年以来收益2.99%，同 类排名4045/5548；近一年收益75.86%，同类排名262/4285；成立以来收益182.6%。 汇添富移动互联股票A（000697）基金经理为沈若雨。 截至发稿，沈若雨累计任职时间5年17天，现任基金资产总规模85.48亿元，任职期间最佳基金回报 115.76%， 任职 ...

Group 1 - The core viewpoint of the report emphasizes that the demand for AI computing power will continue to grow and diversify in 2026, extending from data centers to network edges and even internal terminals [8][13][27] - The report highlights the significant capital expenditure (Capex) growth driven by business revenue, with major cloud service providers like Google, Microsoft, and Amazon showing consistent revenue growth exceeding 20% year-on-year [27][31][35] - The report identifies the increasing importance of silicon photonics technology, particularly the 1.6T optical module, which is expected to maintain accelerated growth and enhance the global market share of domestic optical chips and devices [7][54][70] Group 2 - The report discusses the emergence of new technologies such as Scale-UP supernodes and their impact on optical link demand, indicating that these technologies will drive additional link requirements in 2026 [7][9][66] - It notes that the AI infrastructure is experiencing a high level of prosperity, with significant investments in data centers and AI capabilities expected to continue, particularly in the U.S. [47][49][53] - The report anticipates that the integration of silicon photonics will significantly increase its market penetration, projecting that by 2026, over half of optical module sales will come from silicon photonics solutions [70][75]