两融数据显示，该股最新融资余额为102.03亿元，近5日增加1.62亿元，增幅为1.62%。 据天眼查APP显示，中兴通讯股份有限公司成立于1997年11月11日，注册资本478353.4887万人民币。 （数据宝） 10月9日中兴通讯大宗交易一览 （文章来源：证券时报网） 中兴通讯10月9日大宗交易平台出现一笔成交，成交量6.00万股，成交金额299.88万元，大宗交易成交价 为49.98元。该笔交易的买方营业部为中国中金财富证券有限公司福州五四路证券营业部，卖方营业部 为机构专用。 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为1843.16万元。 证券时报·数据宝统计显示，中兴通讯今日收盘价为49.98元，上涨9.51%，日换手率为11.20%，成交额 为221.21亿元，全天主力资金净流入37.53亿元，近5日该股累计上涨13.67%，近5日资金合计净流入 43.39亿元。 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营业部 | 卖方营 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | ...

沪指今日收盘上涨1.32%。资金面上看，沪深两市全天特大单净流出115.50亿元，共计2084股特大单净流入，2741股特大单净流出。 从申万一级行业来看，今日有12个行业特大单资金净流入，有色金属特大单净流入规模居首，净流入资金54.28亿元，该行业指数今日上涨 7.60%，其次是建筑装饰，今日上涨2.17%，净流入资金为19.27亿元，净流入资金居前的还有通信、公用事业等行业。 特大单资金净流出的行业共有19个，净流出资金最多的是非银金融，特大单净流出资金61.61亿元，其次是电子，特大单净流出资金35.76亿元，净 流出资金居前的还有汽车、银行等行业。 （原标题：主力动向：10月9日特大单净流出115.50亿元） 两市全天特大单净流出115.50亿元，其中57股特大单净流入超2亿元，中兴通讯特大单净流入42.62亿元，特大单净流入资金居首。 具体到个股来看，57股特大单净流入超2亿元，中兴通讯特大单净流入42.62亿元，净流入资金规模居首；北方稀土特大单净流入资金31.07亿元， 位列第二；净流入资金居前的还有海康威视、上海电气、工业富联等。特大单净流出股中，中信证券特大单净流出资金26.25亿元，净流 ...

Core Viewpoint - The global AI sector continues to thrive, with significant capital expenditures planned by North American and Chinese cloud service providers (CSPs) for 2025, indicating strong growth potential in AI infrastructure and related technologies [1][3]. Group 1: North American CSPs - North American CSPs, including Amazon, Google, Meta, Microsoft, and Oracle, plan to spend over $370 billion on capital expenditures in the 2025 fiscal year, representing a 40% year-on-year increase [1]. - Oracle's latest quarterly report shows a remaining performance obligation (RPO) of $455 billion at the end of FY26Q1, an increase of $317 billion from the previous quarter, with expectations of $35 billion in capital expenditures for FY26 [1]. - Benefiting from AI development, Hon Hai Precision Industry (Foxconn), a major manufacturer for NVIDIA, reported September revenue of NT$837.1 billion, a significant increase of 38.01% month-on-month and 14.19% year-on-year, marking a historical high for the same period [1]. Group 2: Chinese CSPs - Chinese CSPs, including ByteDance, Alibaba, Tencent, and Baidu, are expected to invest over 450 billion yuan in AI computing power by 2025, with a rapid industrialization process for domestic super-node computing clusters [3]. - In September, Alibaba unveiled its next-generation Panjiu 128 super-node AI server at its Cloud Summit, while ZTE showcased a super-node server supporting 64 GPUs and advanced CPU and large-capacity switch chip plans [3]. - Huawei announced a super-large computing cluster capable of supporting 520,000 NPUs, potentially reaching nearly one million NPUs at its 2025 Fully Connected Conference [3]. Group 3: Technology and Infrastructure - The demand for optical modules is strong, with the industrialization of new technologies like CPO and OCS accelerating [4]. - Major chip manufacturers such as NVIDIA, AMD, and Broadcom are expanding their collaborations with CSPs, leading to increased demand for high-end chips [4]. - TSMC, a key supplier of advanced packaging technology (CoWoS), is enhancing its CoWoS capacity in response to the rising demand for optical modules [4]. Group 4: Investment Recommendations - The upcoming Q3 earnings season is expected to validate the high demand for computing power infrastructure, with recommendations to focus on optical devices, communication equipment, liquid cooling, and edge computing [5]. - Specific investment targets include China Mobile, Zhongji Xuchuang, ZTE, and Guanghetong, with a suggestion for long-term allocation in major telecom operators due to their stable operations and increasing dividend payouts [5].

从资金流向上来看，当日通信设备板块主力资金净流出8.04亿元，游资资金净流出4.53亿元，散户资金 净流入12.57亿元。通信设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603083 | 剑桥科技 | 115.02 | -10.00% | 48.45万 | | 57.82 Z | | 688159 | 有方科技 | 68.10 | -4.22% | 6.79万 | | 4.72亿 | | 300502 | 新易盛 | 351.15 | -4.00% | 52.29万 | | 188.91亿 | | 688205 | 德科立 | 116.38 | -3.83% | 10.10万 | | 11.81亿 | | 600355 | *ST精伦 | 3.49 | -3.06% | 21.07万 | | 7458.32万 | | 688592 | 司南导航 | 47.04 | -3.03% | 2.22万 | | 1.06亿 | | 601869 | 长飞光 ...

10月9日，中兴通讯大宗交易成交6万股，成交额299.88万元，占当日总成交额的0.01%，成交价49.98元，较市场收盘价49.98 元持平。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-10-09 | 000063 | 中兴通讯 | 49.98 | 6.00 | 299.88 中国中金财富证券 | | 机构专用 | | | | | | | | 有限公司福州五四 | | | | | | | | | 路证券营业部 | | ...

转自：证券时报 人民财讯10月9日电，港股收盘，恒生指数收跌0.29%，恒生科技指数跌0.66%。半导体集体走低，华虹 半导体、中芯国际跌超6%，英诺赛科跌超5%，上海复旦跌超4%；思摩尔国际跌超12%，歌礼制药、优 必选跌超9%。中兴通讯涨超12%，中国黄金国际涨超9%，洛阳钼业涨超7%。 ...

数据宝统计，截至14:39，中兴通讯成交额207.90亿元，超200亿元。最新股价上涨9.05%，换手率 10.53%。 据天眼查APP显示，中兴通讯股份有限公司成立于1997年11月11日，注册资本478353.4887万人民币。 （数据宝） （文章来源：证券时报网） ...

Market Performance - The A-share market opened positively after the holiday, with the Shanghai Composite Index rising by 1.32%, reaching its highest level since August 2015 [2] - The Shenzhen Component Index increased by 1.47%, while the ChiNext Index rose by 0.73% [3] - A total of 100 stocks hit the daily limit up, and over 3100 stocks experienced gains [5] Sector Performance - The non-ferrous metals and nuclear power sectors saw significant gains, while the semiconductor industry experienced a notable decline in the afternoon [5] - The real estate, tourism, and film sectors generally fell [5] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 2.65 trillion yuan, an increase of 471.8 billion yuan compared to the previous trading day [5] Capital Flow - Major capital inflows were observed in the non-ferrous metals, power equipment, and computer sectors, while there were outflows from the securities, automotive, and semiconductor sectors [7] - Specific stocks with net inflows included ZTE Corporation, Northern Rare Earth, and Hikvision, with inflows of 3.028 billion yuan, 2.658 billion yuan, and 1.361 billion yuan respectively [7] - Stocks with net outflows included Seres, SMIC, and Sungrow Power, with outflows of 2.52 billion yuan, 1.996 billion yuan, and 1.796 billion yuan respectively [7] Institutional Insights - CITIC Securities indicated that heavyweight stocks are driving the index higher, and the market is expected to continue its upward trend in the fourth quarter [8] - Guodu Securities noted that the overseas equity markets experienced a general rise during the National Day holiday, and the foundation for the current slow bull market remains intact [8] - The focus remains on the technology sector, with expected differentiation within the sector, emphasizing the importance of capturing high-growth areas [8] - Guojin Securities projected accelerated capital expenditure during the 14th Five-Year Plan, highlighting the active potential of the controllable nuclear fusion industry chain [8]

沪指高开高走突破3900点整数大关，刷新2015年8月以来新高。创业板指和科创50指数冲高回落。截至收盘，沪指涨1.32%站稳3900点，深成指涨 1.46%，创业板指涨0.73%。 盘面上，市场热点轮番活跃，全市场共有99只个股涨停。从板块来看，有色金属、核电板块上演涨停潮。 核电板块表现活跃，合锻智能8天4板，永鼎股份、安泰科技等十余股涨停。 有色金属板块全天走强，精艺股份6天5板，江西铜业、河钢资源、白银有色等十余股涨停。 下跌方面，影视院线概念股集体大跌，中国电影等股跌停。 沪深两市成交额2.65万亿元，较上一个交易日放量4718亿。 个股方面，中芯国际、中兴通讯成交额在200亿元之上。 | 序号 代码 - 名称 | | | ● ● ■ ■ 最新 品 品 品 市 > | | | 张跌 | | | 换手% 成交额↓ | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 688981 | 中村国际 | 138.91 | -0.87 | 7.36 | -1.22 | 166万 | 21008 | 0.00 | 8.32 242 ...

10月9日，沪深两市成交额合计2.65万亿元，较上一交易日放量约4717.86亿元。其中，沪市成交额1.22 万亿元，深市成交额1.44万亿元。中芯国际成交额居首，为242.49亿元。其后是中兴通讯、新易盛、北 方稀土、立讯精密，成交额分别为221.21亿元、188.91亿元、174.91亿元、170.47亿元。 ...