截至9月11日收盘，中国AI 50概念上涨5.15%，位居概念板块涨幅第4，板块内，48股上涨，海光信息 20%涨停，中恒电气、中科曙光等涨停，中际旭创、盛科通信、新易盛等涨幅居前，分别上涨14.28%、 13.78%、13.42%。跌幅居前的有拓普集团、中国移动等，分别下跌1.20%、0.16%。 中国AI 50概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 688041 | 海光信 息 | 20.00 | 3.34 | 246719.31 | 15.42 | | 300502 | 新易盛 | 13.42 | 8.60 | 198235.57 | 7.15 | | 603019 | 中科曙 光 | 10.00 | 6.12 | 187820.59 | 23.66 | | 300308 | 中际旭 创 | 14.28 | 5.94 | 173385.98 | 6.24 | | 000063 | 中兴通 讯 ...

截至9月11日收盘，共封装光学(CPO)概念上涨6.64%，位居概念板块涨幅第1，板块内，112股上涨，炬 光科技、腾景科技、金信诺等20%涨停，青山纸业、工业富联、生益科技等涨停，胜宏科技、源杰科 技、中际旭创等涨幅居前，分别上涨16.28%、15.65%、14.28%。 | 002049 | 紫光国 微 | 2.95 | 3.40 | 13324.15 | 6.04 | | --- | --- | --- | --- | --- | --- | | 688167 | 炬光科 技 | 20.00 | 10.77 | 11776.88 | 9.1 1 | | 301183 | 东田微 | 5.45 | 19.63 | 11280.25 | 10.18 | | 600703 | 三安光 电 | 3.05 | 2.64 | 10818.03 | 5.50 | | 301128 | 强瑞技 | 6.25 | 12.43 | 9404.41 | 9.72 | | | 术 | | | | | | 002185 | 华天科 技 | 4.03 | 3.21 | 9372.30 | 8.29 | | 301165 | 锐捷网 ...

截至9月11日收盘，F5G概念上涨5.10%，位居概念板块涨幅第5，板块内，35股上涨，金信诺20%涨 停，华工科技、剑桥科技等涨停，中际旭创、太辰光、仕佳光子等涨幅居前，分别上涨14.28%、 11.97%、9.69%。 今日涨跌幅居前的概念板块 | 688205 | 德科立 | 3.22 | 9.61 | 17537.16 | 11.58 | | --- | --- | --- | --- | --- | --- | | 002281 | 光迅科 技 | 7.56 | 9.72 | 15337.00 | 3.24 | | 301183 | 东田微 | 5.45 | 19.63 | 11280.25 | 10.18 | | | 兆驰股 | | | | | | 002429 | 份 | 4.03 | 4.00 | 7795.10 | 7.38 | | | 新亚电 | | | | | | 605277 | 子 | 7.76 | 14.1 1 | 5208.63 | 4.43 | | | 特发信 | | | | | | 000070 | 息 | 3.46 | 8.17 | 5186.93 | 6.87 | | | ...

具体到个股来看，74股特大单净流入超2亿元，海光信息特大单净流入33.58亿元，净流入资金规模居首；立讯精密特大单净流入资金30.60亿元， 位列第二；净流入资金居前的还有中际旭创、新易盛、中科曙光等。特大单净流出股中，中国联通特大单净流出资金6.42亿元，净流出资金最 多；利欧股份、三维通信特大单净流出资金分别为5.99亿元、5.00亿元，净流出资金规模位列第二、第三。 股价表现方面，特大单资金净流入超2亿元个股今日平均上涨9.35%，表现强于沪指。具体看，上述个股今日全线上涨，股价以涨停收盘的有海光 信息、金信诺等。 所属行业来看，上述特大单净流入资金居前个股中，电子、电力设备、通信行业最为集中，上榜个股分别有23只、12只、9只。（数据宝） 特大单净流入资金排名 （原标题：主力动向：9月11日特大单净流入446.64亿元） 两市全天特大单净流入446.64亿元，其中74股特大单净流入超2亿元，海光信息特大单净流入33.58亿元，特大单净流入资金居首。 沪指今日收盘上涨1.65%。资金面上看，沪深两市全天特大单净流入446.64亿元，共计2081股特大单净流入，2781股特大单净流出。 从申万一级行业来看 ...

（原标题：中际旭创发生大宗交易 成交折价率12.49%） 中际旭创9月11日大宗交易平台出现一笔成交，成交量12.50万股，成交金额4812.50万元，大宗交易成交价为385.00元，相对今日收盘价折价 12.49%。该笔交易的买方营业部为机构专用，卖方营业部为华泰证券股份有限公司上海长宁区凯旋路证券营业部。 进一步统计，近3个月内该股累计发生13笔大宗交易，合计成交金额为2.74亿元。 证券时报•数据宝统计显示，中际旭创今日收盘价为439.97元，上涨14.28%，日换手率为5.94%，成交额为277.87亿元，全天主力资金净流入17.34 亿元，近5日该股累计上涨19.19%，近5日资金合计净流出2.77亿元。 两融数据显示，该股最新融资余额为135.57亿元，近5日减少5.17亿元，降幅为3.67%。（数据宝） 9月11日中际旭创大宗交易一览 | 成交量 收盘折溢价 | 成交金额 | 成交价格 | 相对当日 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | | | | | （%） | | | | | ...

消息面上，据智通财经报道，OpenAI据悉已签署一项协议，将在大约五年内向甲骨文购买价值3000亿 美元的算力。甲骨文昨晚收盘大涨36%创纪录新高，市值单日暴增约2500亿美元。据21世纪经济报道此 前报道，从今年半年报来看，A股算力产业链的成长性正在被市场重新定价。龙头公司业绩和股价的共 振，都显示出产业景气的确定性，是全球AI基础设施扩张带来的需求释放。而英伟达作为AI超级巨 头，推动着产业链共同上升。 国盛证券指出，近期光通信板块经历了显著波动。然而，海外AI算力领域的大额订单与强劲需求表 明，光模块行业的基本面依然稳固，AI驱动的算力扩张周期远未结束。短期市场的情绪化调整反而为 投资者提供了更优质的配置时机，中长期依旧坚定看好光模块赛道。 5G通信ETF（515050）跟踪中证5G通信主题指数，截至9月10日，最新规模超80亿元。Wind金融终端显 示，该指数深度聚焦英伟达、苹果、华为产业链，光通信概念股权重占比为42%，PCB电路板概念股权 重占比为13.8%。相关ETF全称：华夏中证5G通信主题ETF（515050），场外联接（A类：008086；C 类：008087）。 创业板人工智能ETF华夏 ...

证券之星消息，9月11日通信设备板块较上一交易日上涨8.94%，中际旭创领涨。当日上证指数报收于3875.31，上涨1.65%。深证成指报收于 12979.89，上涨3.36%。通信设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300308 | 中际旭创 | 439.97 | 14.28% | 65.68万 | 277.87亿 | | 300394 | 天孚通信 | 198.60 | 13.54% | 62.62万 | 117.80亿 | | 300502 | 新易盛 | 379.90 | 13.42% | 76.09万 | 277.16亿 | | 300570 | 太辰光 | 122.35 | 11.97% | 29.89万 | 34.80亿 | | 002491 | 通常可联 | 6.02 | 10.05% | 106.66万 | 6.19亿 | | 002796 | 世嘉科技 | 17.66 | 10.03% | 57.22万 | 9.75亿 | | 60077 ...

Market Overview - The market experienced a significant rally, with major indices such as the Shanghai Composite Index rising by 1.65%, the Shenzhen Component Index by 3.36%, and the ChiNext Index by 5.15% on September 11 [4][5] - A total of 4,221 stocks rose, with 94 hitting the daily limit up, while 1,047 stocks declined [5][6] Sector Performance - The computing hardware sector showed strong performance, with companies like Industrial Fulian achieving a two-day limit up and reaching historical highs [7] - Notable stocks in the computing hardware sector included Shenghong Technology, Zhongji Xuchuang, and Xinyi Technology, all of which rose over 10% [7] Semiconductor Sector - The semiconductor stocks surged, with companies like Haiguang Information, Xinxing Micro, and Juguang Technology hitting the daily limit up [9][10] - The overall sentiment in the semiconductor sector was buoyed by the strong performance of AI-related stocks [11] Key Drivers - The primary catalyst for the market's surge was Oracle Corporation, whose stock price soared by 43% after announcing a projected $455 billion in unconfirmed contract revenue for the recent fiscal quarter, more than quadrupling year-over-year [11] - Oracle's CEO indicated that several large contracts were signed, with expectations of additional contracts pushing revenue projections above $500 billion [11] - A significant contract between OpenAI and Oracle, valued at $300 billion over five years for computing power, further fueled optimism in the AI sector [11][12] Market Sentiment - The news from Oracle reinforced positive sentiment towards AI, highlighting the high demand for AI computing power and shifting market focus back to AI-related themes [12]

Core Viewpoint - The A-share market is experiencing a significant rally, with the ChiNext index reaching a new high and driven by strong performance in the optical module sector, particularly companies like Victory Technology, Zhongji Xuchuang, and Xinyi Technology [3][4][6] Market Performance - The ChiNext index surged over 5%, breaking through the 3050-point mark, while the Shanghai Composite Index rose by 1.65% and the Shenzhen Component Index increased by 3.36% [3][4] - Over 4100 stocks in the Shanghai and Shenzhen markets closed in the green, with a total trading volume of 2.46 trillion yuan [3] Key Contributors - Victory Technology, Zhongji Xuchuang, and Xinyi Technology were the top three contributors to the ChiNext index's gains, with increases of over 18% and 13% respectively [4][5] Driving Factors - Recent developments in AI and cloud computing have catalyzed the optical module sector, with significant contracts signed by companies like Nebius and Oracle, leading to a surge in demand for AI computing infrastructure [6][7] - Oracle reported a backlog of orders reaching $455 billion, indicating strong demand primarily driven by AI inference capabilities [6] Investment Themes - Besides computing power, the battery sector is also highlighted as an investment theme, particularly solid-state batteries, which are expected to see significant advancements and support from domestic policies [8][9] - A recent report from Morgan Stanley indicates that over 90% of investors are willing to increase their exposure to the Chinese market, marking the highest interest level since 2021 [9]

一、行情回顾 市场全天震荡走强，创业板指、科创50均涨超5%。光模块、PCB等算力硬件股集体爆发，工业富联涨停创新高，胜宏科技、中际旭创、新易盛、天孚通信 均涨超10%。半导体芯片股全线大涨，海光信息、新相微、炬光科技、赛微微电等多股涨停。个股涨多跌少，沪深京三市超4200股飘红，今日成交2.46万 亿。 二、当日热点 1.PCB板、光通信 PCB板概念今日大涨，东山精密、景旺电子等连板，方正科技、兴森科技等多股涨停。核心龙头胜宏科技大涨超16%，再创历史新高。 光遛信 +6.04% rand #th L.G. Hotel Book of the to the to the to | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间◆ | 换手率 = | 流通市值令 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 青山纸业 | 8天5板 | 3.80 | +10.14% | 09:32:21 | 11.50% | 84.07亿 | 控股子2 家级高刹 | | 600103.SS | | | | | | | 模拟半导 | | 东山精密 | ...