September 10, 2025 09:00 PM GMT Greater China Technology Hardware | Asia Pacific Most Positives on Transceivers Well Known – Time to Take Some Profit Maintain OW on Innolight: The company is the pioneer in new 1.6T products, which are likely to achieve significant growth in 2026, positioning Innolight better than industry peers. Here, our price target has more than tripled – but in this case, we see further upside ahead. For revisions to our other stock ratings and price targets, please see Exhibit 1 . | M ...

9月11日，AI产业链王者归来，算力硬件、半导体芯片携手猛拉，创业板指大涨5.15%一举站上3000 点，深证成指涨逾3%，二者双双再创年内新高！ | 序号 代码 | | 名称 | 两日图 现价 涨跌 涨跌幅 ▼ | | --- | --- | --- | --- | | 1 | 159363 | | 创业板人工智能ETF华宝 _ | | 2 | 515260 | 电子ETF | 1.275 0.096 8.14% 11 - 1 | | 3 | 588330 | 双创龙头ETF | 1 - 1 0.875 0.055 6.71% | | ব | 159851 | 金融科技ETF | 0.943 0.037 4.08% mont | | ર | 589520 | 科创人工智能ETF华宝 | 0.608 0.023 3.93% | | 6 | 512000 | 券商ETF | A 0.614 0.019 3.19% | 火热行情刺激情绪回归，大资金重回拥抱硬科技。半导体、通信设备、元件、消费电子均有超百亿主力 资金涌入，包揽行业（申万二级）吸金榜前4席。 | 代码 名称 | 涨跌幅 | 主力净流入额 ▼ | | ...

周四（9月11日），光模块等算力方向继续爆发，光模块含量超51%的创业板人工智能单日暴涨近9%。 其中，光模块龙头"易中天"（新易盛、中际旭创、天孚通信）均暴涨超13%，金信诺20CM涨停，太辰 光涨超11%，联特科技、光库科技、兆龙互连、长芯博创等多股大涨超8%！ 消息面上，AI领域再度出现标志性事件。 国盛证券也认为，海外AI巨头持续加码算力基建、云厂商资本开支大幅上调及商业变现闭环的形成， 均印证光模块等算力行业高景气度与基本面稳固；短期情绪面波动无碍AI驱动下光模块中长期需求逻 辑。继续看好算力板块，坚定推荐算力产业链相关企业，如光模块行业龙头。 年内行情看，中长期强需求逻辑支撑，以光模块为核心的上游算力硬件显著领涨本轮AI行情，聚焦AI 算力的创业板人工智能指数年内累计上涨超86%，明显跑赢中证人工智能、CS人工智、科创AI等同类 AI指数！创业板人工智能持续超额表现，后市仍值得重点关注布局机会！ | 序号 | 证券代码 | 证券简称 | 区间张跌幅 | 年化波动率 | | | --- | --- | --- | --- | --- | --- | | | | | 【区间首日】2025-1-1 | ...

经过数月大幅上涨后，摩根士丹利认为光模块行业的基本面利好已基本反映在股价中，该机构对多只光模块相关股票进行了评级调整。 据追风交易台，摩根士丹利发布最新研报表示，该板块的基本面利好已被广泛知晓并充分反映在股价中，建议投资者在市场情绪高涨时适度获利了结。这一 观点与高盛8月底发布的乐观报告形成鲜明对比，高盛认为"暴涨后估值依然合理"。 该投行大幅调整了对多只光模块龙头股的评级，其中新易盛被双重下调至减持，成为最大的评级变化。大摩警告称，新易盛在2Q25实现338%的同比业绩增 长后，增长率可能在接下来几个季度显著放缓，这更有可能触发估值下调。 自4月以来，新易盛涨幅高达460%，中际旭创上涨312%，天孚通信涨269%，华工科技涨62%。摩根士丹利认为，尽管AI基础设施需求增长前景依然积极， 但当前市场热情水平难以持续。在基本面分析和估值分析结合下，该机构建议投资者保持纪律性，逐步获利了结。 "易中天"三巨头前景分化 对于光模块行业的"易中天"三巨头（新易盛、中际旭创、天孚通信），摩根士丹利给出了不同的投资建议： 新易盛：双降至减持评级，目标价255元。大摩认为当前市场共识已将该公司视为全球第二大厂商且拥有最佳 ...

Group 1 - The main point of the news is that on September 11, the main funds in the Shanghai and Shenzhen markets saw a net inflow of 10.309 billion yuan, with the ChiNext board receiving a net inflow of 10.483 billion yuan and the CSI 300 index stocks seeing a net inflow of 9.673 billion yuan [1] - Among the 31 first-level industries, all experienced gains, with the telecommunications industry leading with a rise of 7.39%, followed by the electronics industry with a 5.96% increase [1] - Nine industries received net inflows of main funds, with the electronics industry leading at 10.817 billion yuan, while the pharmaceutical and biological industry saw the largest net outflow at 3.568 billion yuan [1] Group 2 - A total of 131 stocks saw net inflows exceeding 100 million yuan, with 8 stocks receiving over 1 billion yuan in net inflows, including Luxshare Precision, which had a net inflow of 2.476 billion yuan and hit the daily limit [2][3] - The AI, chip, and computing power sectors experienced significant gains, with stocks like Xinyisheng and Shenghong Technology seeing net inflows exceeding 1.2 billion yuan [2] - OpenAI's contract with Oracle to purchase 300 billion dollars worth of computing power over five years is a significant catalyst for the technology sector in the A-share market [2] Group 3 - The top net inflow stocks on September 11 included Luxshare Precision with a 10% increase and a net inflow of 2.476 billion yuan, followed by Xinyisheng with a 13.42% increase and a net inflow of 2.012 billion yuan [3] - The top net outflow stock was Li Si with a net outflow of 752 million yuan, despite a 3.96% increase in its stock price [5] - The tail end of the trading day saw a net inflow of 6.054 billion yuan, with the top inflow stock being Wolong Material, which had a net inflow of 550 million yuan [6][7]

Group 1 - The CPO concept stocks have shown strong performance in 2023, with an average increase of 112.14% in stock prices [1] - Ten stocks, including Xinyiseng, Zhongji Xuchuang, Tianfu Communication, and Yuanjie Technology, have doubled their stock prices this year [1] - In the last two trading days, 13 concept stocks have seen continuous accumulation of main funds, with Xinyiseng, Zhongji Xuchuang, Dongshan Precision, and Tianfu Communication leading in net inflow, each exceeding 1 billion yuan [1] Group 2 - Among the stocks with significant main fund accumulation, Changxin Bochuang, Xinyiseng, Ruijie Network, and Taichuang reported a doubling of net profits in the first half of the year, with growth rates exceeding 100% [1] - The table lists key stocks with their total market value, year-to-date price changes, and net inflow of main funds, highlighting Xinyiseng's market value of 377.51 billion yuan and a year-to-date increase of 362.03% [2] - Zhongji Xuchuang has a total market value of 488.86 billion yuan and a year-to-date increase of 257.65%, with a net inflow of 31.41 billion yuan [2]

（原标题：主力资金丨14股被盯上，尾盘获爆买！） 9个行业获主力资金净流入。 据证券时报·数据宝统计，今日（9月11日）沪深两市主力资金净流入103.09亿元，其中创业板净流入104.83亿元，沪深300成份股净流入96.73亿 元。 行业板块方面，申万一级31个行业全线上涨，通信行业涨7.39%，居首。电子行业涨5.96%，计算机、农林牧渔、非银金融、电力设备、国防军工 和机械设备涨幅居前，均超2%。 云通信概念股二六三净流出7.52亿元，居首，股价上涨3.96%；利欧股份和三维通信主力资金均净流出超6亿元。 此外，蓝思科技、东阳光、国轩高科、粤传媒等主力资金净流出金额均超3亿元。 从资金流向来看，申万一级行业中，9个行业获主力资金净流入。电子行业净流入金额居首，达108.17亿元；通信和计算机行业净流入均超53亿 元，非银金融和电力设备行业净流入均超10亿元。 22个主力资金净流出的行业中，医药生物行业净流出金额居首，达35.68亿元。传媒净流出达29.19亿元，汽车、有色金属、基础化工和食品饮料等 行业净流出均超6亿元。 主力资金抢筹一批科技股 从个股来看，131股主力资金净流入均超1亿元，其中8股净流 ...

个股涨跌情况，截至收盘，沪深两市合计4029只个股上涨，968只个股下跌，平盘个股150只，停牌的个股7只。不含当日上市新股，共有96只个股 涨停，6只个股跌停。 涨停股中，从连续涨停天数来看，大于或等于2天的个股有14只。其中，*ST威尔5连板，连续涨停板数量最多；*ST亚太4连板；苏宁环球、青山 纸业、三江购物、ST柯利达、淳中科技均3连板；工业富联、东山精密、金逸影视、景旺电子、东珠生态、东方通信、新炬网络均2连板。 （原标题：数据复盘丨CPO、PCB等概念走强 131股获主力资金净流入超1亿元） 9月11日，上证指数、深证成指、创业板指、科创50指数早盘探底回升，午后震荡上扬，创业板指、科创50指数涨超5%，创业板指突破3000点。 截至收盘，上证指数报3875.31点，涨1.65%，成交额10168亿元；深证成指报12979.89点，涨3.36%，成交额14209.25亿元；创业板指报3053.75 点，涨5.15%，成交额7042.61亿元；科创50指数报1326.03点，涨5.32%，成交额1060亿元。沪深两市合计成交24377.25亿元，成交额较上一交易日 增加4596.16亿元。 CPO、 ...

Group 1 - The A-share market saw a collective surge in CPO concept stocks, with notable gains from companies such as Cambridge Technology, Jingwang Electronics, and Founder Technology, all reaching the daily limit up [1] - Citigroup stated that despite significant price increases in Chinese optical module stocks since the beginning of the year, profit-taking is inevitable; however, the overall narrative remains strong due to enhanced visibility of demand through 2027, warranting a revaluation of optical module companies to over 20 times earnings [1] - Target prices for companies such as Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication have been raised to 569 yuan, 472 yuan, and 196 yuan respectively, with key catalysts expected from the CIOE China Optical Expo and third-quarter performance [1] Group 2 - The following companies experienced significant price increases: Cambridge Technology (10.00%), Jingwang Electronics (10.00%), Founder Technology (9.96%), and Zhongji Xuchuang (8.31%) [2] - Year-to-date performance shows substantial gains for companies like Xinyi Sheng (336.97%) and Zhongji Xuchuang (238.97%), indicating strong market momentum [2] - The total market capitalization of these companies varies, with Jingwang Electronics at 591 billion yuan and Zhongji Xuchuang at 463.3 billion yuan, reflecting their significant market presence [2]

沪指9月11日上涨1.65%，申万所属行业中，今日上涨的有31个，涨幅居前的行业为通信、电子，涨幅 分别为7.39%、5.96%。通信行业位居今日涨幅榜首位。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300502 | 新易盛 | 13.42 | 8.60 | 198235.57 | | 300308 | 中际旭创 | 14.28 | 5.94 | 173385.98 | | 300394 | 天孚通信 | 13.54 | 8.07 | 121420.72 | | 000063 | 中兴通讯 | 6.45 | 6.42 | 99218.85 | | 603083 | 剑桥科技 | 10.00 | 16.37 | 73413.54 | | 300548 | 长芯博创 | 8.14 | 12.48 | 46453.88 | | 688313 | 仕佳光子 | 9.69 | 9.60 | 36891.17 | | 300570 | 太辰光 | 11.97 | 15.55 | 34805.23 | ...