截至12月9日收盘，共封装光学(CPO)概念上涨1.64%，位居概念板块涨幅第1，板块内，89股上涨，陕 西华达、德科立等20%涨停，中瓷电子、超声电子等涨停，乾照光电、胜宏科技、腾景科技等涨幅居 前，分别上涨11.40%、10.81%、10.54%。跌幅居前的有通宇通讯、特发信息、中富电路等，分别下跌 8.30%、7.60%、7.09%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 共封装光学(CPO) | 1.64 | 海南自贸区 | -3.33 | | 福建自贸区 | 1.44 | 金属铅 | -3.05 | | PVDF概念 | 1.39 | 金属锌 | -2.82 | | 太赫兹 | 1.14 | 金属铜 | -2.58 | | 乳业 | 1.12 | 天津自贸区 | -2.31 | | 海峡两岸 | 1.04 | 特钢概念 | -2.07 | | 数字水印 | 0.83 | 磷化工 | -2.05 | | 共享单车 | 0.81 | 黄金概念 | -2.02 | | 光刻机 | 0.77 | ...

| 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 价（%） | 业部 | | | 10.00 | 5817.60 | 581.76 | -4.00 | 机构专 | 中泰证券股份有限公司龙口港城 | | | | | | 用 | 大道证券营业部 | | 10.00 | 5817.60 | 581.76 | -4.00 | 机构专 | 中泰证券股份有限公司龙口港城 | | | | | | 用 | 大道证券营业部 | （文章来源：证券时报网） 证券时报·数据宝统计显示，中际旭创今日收盘价为606.00元，上涨6.32%，日换手率为3.36%，成交额 为221.79亿元，全天主力资金净流入6.91亿元，近5日该股累计上涨11.81%，近5日资金合计净流出14.12 亿元。 两融数据显示，该股最新融资余额为190.98亿元，近5日减少10.32亿元，降幅为5.13%。（数据宝） 12月9日中际旭创大宗交易一览 中际旭创12月9日大宗交易平台共发生2笔成交，合计 ...

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 ...

福建板块持续爆发。 12月9日，A股走势分化，创业板指逆势拉升；港股两大股指双双走低，恒生科技指数一度跌超2%。 《中共厦门市委关于制定厦门市国民经济和社会发展第十五个五年规划的建议》提及，加快打造两岸共 同市场。优化涉台营商环境，探索厦台货物自由进出、开放准入的经贸制度，建设两岸标准共通先行城 市。提升厦门自贸片区台商发展服务中心，完善"两岸一窗"一站式政务服务。完善厦台海、空直航运输 体系，打造"厦门—台湾—全球"通道。 消费股拉升 具体来看，沪指盘中窄幅震荡，尾盘加速下探；创业板指逆势拉升，盘中一度涨超1%。截至收盘，沪 指跌0.37%报3909.52点，深证成指跌0.39%，创业板指涨0.61%，北证50指数跌1.72%，沪深北三市合计 成交19179亿元，较此前一日减少逾1300亿元。 全市场超4000股飘绿，有色、煤炭、石油等资源股集体下挫，保险、券商板块回落；福建板块再度活 跃，安记食品（603696）、龙洲股份（002682）、舒华体育（605299）分别收获6连板、5连板、4连 板，此外，厦门港务（000905）、东百集团（600693）、昇兴股份（002752）等实现3连板；CPO概念 再 ...

Core Viewpoint - The market is witnessing a resurgence in AI investment, with significant movements in related ETFs and stocks, despite concerns about high valuations and potential market instability [5][6][8]. Group 1: Market Performance - The Hang Seng Technology Index fell nearly 2%, while the A-share CPO sector surged, with companies like Zhongji Xuchuang, Dekeli, and Tianfu Communication reaching new highs [1]. - AI-related ETFs performed strongly, with the Communication ETF rising by 3.09% and several other ETFs related to 5G and AI gaining over 2% [3]. Group 2: AI Investment Sentiment - Ray Dalio, founder of Bridgewater Associates, advised against hastily exiting AI investments due to high valuations, suggesting that bubbles often occur during technological transformations [5][8]. - The market appears to be reaching a consensus on the potential of AI, despite ongoing debates about the sustainability of its growth [5][17]. Group 3: Economic Context - Dalio warned of increased global economic instability due to debt, political conflicts, and geopolitical tensions, predicting a more destructive political landscape in the U.S. by 2026 [6][7]. - The Federal Reserve's upcoming decisions on liquidity and interest rates are critical, with expectations of a 25 basis point rate cut in December, which could impact global liquidity [9][12]. Group 4: AI Computing Power Dynamics - The AI industry is entering an "infinite computing power era," with companies scrambling for resources, including Nvidia's Vera Rubin architecture, which is expected to be in limited supply until late next year [19][22]. - The competition for computing power is intensifying, with firms willing to utilize various sources, including Nvidia, AMD, and self-developed ASICs, to meet their needs [20][22]. - DeepSeek's latest model highlights the challenges of token efficiency, indicating that the competition in AI models is heavily reliant on computing power [24][26][27].

| 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) | | | | 2025-12-09 | 300308 | 中际旭创 | 581.76 | 10.00 | 5,817. 印构专用 | | 中泰证券股份有限 | | | | | | | | | 公司龙口港城大道 | | | | | | | | | 证券营业部 | | 2025-12-09 | 300308 | 中际旭创 | 581.76 | 10.00 | 5,817. 枫构专用 | | 中泰证券股份有限 | | | | | | | | | 公司龙口港城大道 | | | | | | | | | 证券量非部 | 12月9日，中际旭创大宗交易成交20万股，成交额1.16亿元，占当日总成交额的0.52%，成交价581.76 元，较市场收盘价606元折价4%。 ...

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！ 12月9日，三大指数涨跌不一，沪指、深成指震荡回落，创业板指冲高回落尾盘拉升。截至收盘，沪 指跌0.37%，深成指跌0.39%，创业板指涨0.61%。 板块方面，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。 全市场超4000只个股下跌。沪深两市成交额1.9万亿元，较上一个交易日缩量1327亿。 连续反弹后，A股今天出现了预期内的震荡分歧，但盘面上有个 现象 值得关注和思考，用一句话+一张图 来概括就是： 有 9只股票成交额超过了百亿元，它们合计"占用"了全市场约7.5%的量能，却大部分来自同一板块—— 算力硬件。 | 名称 | 涨跌幅 | 成交额 ▼ | 年初至今 | | --- | --- | --- | --- | | 中际相创 | 6.32% | 221.79亿 | 393.12% | | 胜宏科技 | 10.81% | 213.19 Z | 658.71% | | 新易盛 | 3.61% | 201.85 Z | 409.74% | | 工业富联 | 7.22% | 195.62亿 ...

Core Viewpoint - The stock market showed mixed performance on December 9, with the Shanghai Composite Index and Shenzhen Component Index declining, while the ChiNext Index experienced a slight increase. The overall market saw over 4,000 stocks decline, indicating a divergence in market sentiment [1][16][18]. Market Performance - The Shanghai Composite Index fell by 0.37%, the Shenzhen Component Index decreased by 0.39%, and the ChiNext Index rose by 0.61% at the close [1][16]. - The total trading volume in the Shanghai and Shenzhen markets was 1.9 trillion yuan, a decrease of 132.7 billion yuan compared to the previous trading day [18]. Sector Performance - The sectors that performed well included computing hardware, retail, and Fujian-related stocks, while sectors such as Hainan, non-ferrous metals, and coal saw declines [2][17]. Notable Stocks - Nine stocks had trading volumes exceeding 10 billion yuan, accounting for approximately 7.5% of the total market volume, predominantly from the computing hardware sector [3][18]. - Key stocks included: - Zhongji Xuchuang: +6.32%, trading volume of 22.179 billion yuan, YTD increase of 393.12% [4][19] - Shenghong Technology: +10.81%, trading volume of 21.319 billion yuan, YTD increase of 658.71% [4][19] - Xinyi Sheng: +3.61%, trading volume of 20.185 billion yuan, YTD increase of 409.74% [4][19] Investment Focus - The market's focus on AI leading stocks is attributed to several factors, including favorable developments in computing hardware and the potential re-entry of NVIDIA into the Chinese market with its H200 AI chips [8][23]. - Fund holdings in these stocks are significant, with top-performing ETFs in the market being heavily invested in Zhongji Xuchuang and Xinyi Sheng [9][25]. Industry Outlook - The global AI sector remains robust, with expectations for AI infrastructure spending to reach 3 to 4 trillion USD by 2030. The industry is projected to grow at a CAGR of around 40% over the next five years [27]. - The domestic market is expected to see increased demand in various segments, including optical modules and liquid cooling, driven by advancements in AI hardware [27]. Market Sentiment - The performance of the securities sector is closely tied to the overall market, with recent trends indicating a need for stabilization in broker stocks to influence the broader market direction [29]. - Analysts suggest that the current market conditions may lead to an early spring rally, with recommendations for strategic positioning in technology and other sectors [29].

中际旭创成交额达200亿元，现涨6.87%。 ...

Core Viewpoint - The A-share communication equipment sector continues to lead the market, with the optical module (CPO) concept sector rising again, and companies like Zhongji Xuchuang and Tianfu Communication reaching new highs in stock prices [1] Group 1: Market Performance - The communication ETF and various AI-related ETFs have seen gains exceeding 2%, indicating strong investor interest in these sectors [1] - Specific ETFs such as the Communication ETF and the Southern AI ETF have reported significant five-day gains of 9.49% and 9.43% respectively, showcasing robust short-term performance [2] Group 2: Industry Trends - The communication equipment ETF focuses heavily on AI-related optical modules and computing hardware, with the Wind Optical Module (CPO) index components accounting for 60.7% of the total index weight, the highest in the market [2] - The AI-related ETFs are allocating approximately 70% of their positions to computing power and over 20% to AI applications, with a significant focus on leading optical module companies [3] Group 3: Technological Developments - Amazon has introduced the new Trainium3 chip, which boasts four times the performance of its predecessor, indicating advancements in computing power [3] - The global AI ASIC market is expected to see a doubling in shipment volume by 2026, driven by the transition of cloud vendors towards AI ASICs to optimize costs and power consumption [4] Group 4: Supply Chain Dynamics - The global optical module industry is accelerating its upgrade to 800G/1.6T due to rising AI computing demand, with optical isolators becoming a critical component facing supply shortages [5] - The ongoing demand for AI applications is expected to drive the construction of computing infrastructure, benefiting the optical module, PCB, and main equipment sectors [5]