股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 | 代码 | 名称 | | 涨幅%↑ | 总市值 | 年初至今涨幅%。 | | | --- | --- | --- | --- | --- | --- | --- | | 300502 | 新易盛 | 1 | -7.02 | 3567 乙 | -16.72 | 358.82 | | 300308 | 中际旭创 | 1 | -6.40 | 5951亿 | -12.20 | 535.60 | | 300570 | 太辰光 | 1 | -6.34 | 306亿 | 16.48 | 134.59 | | 300548 | 长芯博创 | 报 | -6.16 | 430亿 | 3.74 | 147.31 | | 301312 | 智立方 | 1 | -5.54 | 101亿 | 67.18 | 83.54 | | 688205 | 德科立 | 1 | -5.41 | 255亿 | 16.96 | 160.80 | | 688313 | 仕佳光子 | 1 | -4.88 | 378亿 | -5.77 | 83.66 | | 603083 | 剑桥科技 | 1 | ...

南方财经2月27日电，CPO、光纤等算力硬件股多数回调，特发信息逼近跌停，天孚通信、长飞光纤跌 超5%，亨通光电、四会富仕纷纷回调。消息面上，隔夜英伟达等算力股录得下跌。 ...

截至2月10日，天孚通信股东户数8.43万，较上期减少26.03%；人均流通股9206股，较上期增加 35.18%。2025年1月-9月，天孚通信实现营业收入39.18亿元，同比增长63.63%；归母净利润14.65亿元， 同比增长50.07%。 分红方面，天孚通信A股上市后累计派现21.72亿元。近三年，累计派现15.36亿元。 2月26日，天孚通信涨6.01%，成交额156.56亿元。两融数据显示，当日天孚通信获融资买入额16.07亿 元，融资偿还15.71亿元，融资净买入3658.89万元。截至2月26日，天孚通信融资融券余额合计76.44亿 元。 融资方面，天孚通信当日融资买入16.07亿元。当前融资余额75.86亿元，占流通市值的2.70%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，天孚通信2月26日融券偿还2020.00股，融券卖出1.18万股，按当日收盘价计算，卖出金额 427.18万元；融券余量16.06万股，融券余额5813.32万元，超过近一年90%分位水平，处于高位。 资料显示，苏州天孚光通信股份有限公司位于江苏省苏州市高新区长江路695号，成立日期2005年7月20 日 ...

Investment Rating - The industry investment rating is "Positive" and maintained [12] Core Insights - The communication sector saw a 2.35% increase in the 6th-7th week of 2026, ranking 6th among primary industries in the Yangtze River region; since the beginning of 2026, it has risen by 0.44%, ranking 27th [2][6] - Tower's silicon photonics revenue doubled, with a high demand for 1.6T, and capacity expansion plans have been adjusted with prepayments secured; silicon photonics modules continue to penetrate the market [2][10] - Vertiv's orders and backlog reached new highs, with a shipment-to-order ratio rising to 2.9 times [2][10] - ByteDance's Seedance 2.0 has industry-leading generation availability, while Google's Gemini 3.1 Pro tops the charts, and Anthropic's annual revenue is growing rapidly at $14 billion [2][10] - OpenAI's cumulative computing expenditure is expected to exceed $600 billion by 2030, with an upward revision of revenue forecasts [2][10] Summary by Sections Market Performance - In the 6th-7th week of 2026, the communication sector increased by 2.35%, ranking 6th among primary industries; since the start of 2026, it has risen by 0.44%, ranking 27th [2][6] - Among companies with a market capitalization above 8 billion, the top three gainers this week were Dawei Technology (+39.4%), Shengke Communication (+31.7%), and Shenling Environment (+29.6%); the top three decliners were Tongyu Communication (-11.7%), Dingtong Technology (-9.7%), and Xinke Mobile (-9.3%) [6] Company Highlights - **Tower**: In Q4 2025, revenue reached $440 million, a year-on-year increase of 13.7%, with GAAP net profit of $80 million, up 45.3%. The company expects silicon photonics revenue to reach $228 million in 2025, doubling from 2024, and has raised its capacity target from 3 times to over 5 times the Q4 2025 shipment [7] - **Vertiv**: In Q4 2025, revenue was $2.88 billion, a year-on-year increase of 22.7%, with GAAP net profit of $450 million, up 203.1%. The company reported a significant increase in organic orders, with a year-on-year growth of 252% [7] AI Model Developments - On February 12, ByteDance launched Seedance 2.0, achieving industry-leading performance in complex scenarios with a high generation availability rate [8] - Anthropic completed a $30 billion Series G financing round with a post-money valuation of $380 billion, reporting an annual revenue of approximately $14 billion [8] - On February 19, Google released Gemini 3.1 Pro, which ranked first in AI analysis, showing significant improvements in reasoning capabilities [8] Future Projections - OpenAI updated its financial outlook, projecting cumulative computing-related expenditures to exceed $600 billion by 2030, with training costs expected to rise significantly in 2025 and 2026 [9]

| 权益类证券大宗交易 (协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2026-02-26 | 300394 | 天孚通信 | 362.02 | 5.85 | 2,117.8 机构专用 | | 中信证券股份有限 | | | | | | | | | 公司北京安外大街 | | | | | | | | | 证券营业部 | 2月26日，天孚通信大宗交易成交5.85万股，成交额2117.82万元，占当日总成交额的0.14%，成交价 362.02元，较市场收盘价362.02元持平。 ...

2月26日，A股三大指数涨跌不一。截至收盘，上证指数跌0.01%，深证成指涨0.19%，创业板指跌0.29%，科创综指涨1.29%，北证50指数跌0.15%。全市 场成交额25566亿元，较上一交易日增加757亿元。 午后，算力芯片概念拉升，寒武纪大涨近10%，截至收盘涨7.96%；云天励飞、海光信息、芯原股份、摩尔线程等跟涨。 | 丛米赤门 | 39.59 +20.01% +36.56% | | --- | --- | | 科创 688530 融 | | | 领涨龙头2 首板 最终涨停14:22 | | | 聚飞光电 | 9.30 +20.00% +28.63% | | 创 300303 融 | | | 首板 最终涨停13:36 | | | 明阳电路 | 35.16 +20.00% +66.32% | | 创 300739 融 | | | 人气龙头２ 领涨龙头1 最终涨停14:55 | | | 春晖智控 | 38.64 +20.00% +16.42% | | 創 300943 融 | | | 首板 最终涨停 11:29 | | | 杰普特 | 242.46 +20.00% +12.45% | | 科创 68 ...

每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 2月26日，CPO光模块再现亮眼表现，光模块龙头天孚通信早盘股价暴涨9%，市值首超2900亿元再 创历史新高。双线布局"算力+AI应用"的热门高"光"ETF品种——创业板人工智能ETF华宝（159363）盘 中冲高涨逾1.6%，冲击前期高点。行情回升之际，资金已连续4日净买入创业板人工智能ETF华宝 （159363）合计超5.3亿元。 创业板人工智能ETF华宝（159363）基金经理曹旭辰表示，当前光模块属于"明确的产业趋势"，在 流动性宽松环境下，其业绩和估值通道向上，容易出现估值溢价，且溢价可能持续扩大。作为当前市 场"重仓方向"之一，光模块具有产业趋势引领地位和短期（2-3月）配套催化，预期将继续保持领跑。 强预期、强现实、低估值，在市场震荡期，以光模块为代表的创业板人工智能或将走强。 当AI发展正从算力建设转向应 ...

2月26日，A股主要指数早盘涨跌不一。截至午盘，沪指跌0.08%，深证成指涨0.28%，创业板指跌 0.39%，科创综指涨0.58%。沪深北三市半日成交16498亿元，较上日放量1176亿元。全市场超2300只个 股上涨。 盘面上，隔夜英伟达财报超预期提振AI产业链情绪，CPO、铜缆、液冷服务器、PCB等AI硬件股集体大 涨，杰普特、天孚通信等多股创出历史新高。电网设备板块同样受益AI浪潮大涨，北京科锐、杭电股 份收获涨停。长飞光纤涨超4%，天孚通信涨超6%，盘中均创新高，长飞光纤最新总市值为1978亿元， 天孚通信总市值达2839亿元。 算力硬件股持续走强 杰普特20%涨停创历史新高 2月26日，CPO、PCB、液冷等算力硬件概念再度活跃，截至午间休市，杰普特、聚飞光电均以20%幅 度涨停创历史新高；长飞光纤涨超4%，天孚通信涨超6%，盘中均创新高，长飞光纤最新总市值为1978 亿元，天孚通信总市值达2839亿元。 | 601869长飞米轩 | | | | 238.90 | +10.35 +4.53% | | --- | --- | --- | --- | --- | --- | | 午间休市 CNY | ...

Core Viewpoint - The A-share market saw a significant rally in communication equipment stocks, with multiple companies reaching their daily price limits and substantial year-to-date gains reported [1][2]. Group 1: Stock Performance - Zhongtian Technology (600522) increased by 10.01%, with a market capitalization of 94.2 billion and a year-to-date gain of 52.26% [2] - Hengtong Optic-Electric (600487) rose by 10.00%, with a market cap of 109.4 billion and a year-to-date increase of 79.26% [2] - Tongding Interconnection (002491) saw a rise of 9.97%, with a market cap of 12.9 billion and a year-to-date gain of 74.67% [2] - Fenghuo Communication (600498) increased by 7.28%, with a market cap of 62.1 billion and a year-to-date gain of 42.46% [2] - Tianfu Communication (300394) rose by 6.91%, with a market cap of 283.9 billion and a year-to-date increase of 79.84% [2] - Ruijie Networks (301165) increased by 6.58%, with a market cap of 71.4 billion and a year-to-date gain of 1.05% [2] - Dingtong Technology (688668) rose by 6.36%, with a market cap of 21.7 billion and a year-to-date increase of 25.65% [2] - Yongding Co., Ltd. (600105) increased by 5.98%, with a market cap of 43.5 billion and a year-to-date gain of 18.65% [2] - Xinke Mobile (688387) rose by 5.70%, with a market cap of 55.2 billion and a year-to-date increase of 25.12% [2] - StarNet Ruijie (002396) increased by 5.30%, with a market cap of 18 billion and a year-to-date gain of 1.65% [2] - Feiling Kesi (301191) rose by 5.20%, with a market cap of 8.863 billion and a year-to-date increase of 18.88% [2] - Huiyuan Communication (000586) increased by 5.10%, with a market cap of 3.07 billion and a year-to-date gain of 17.29% [2] - ST Jinglun (600355) rose by 4.84%, with a market cap of 640 million and a year-to-date decrease of 41.96% [2] - Dayi Co., Ltd. (300504) increased by 4.75%, with a market cap of 4.304 billion and a year-to-date gain of 6.65% [2] - Hengwei Technology (603496) rose by 4.75%, with a market cap of 10.1 billion and a year-to-date increase of 15.69% [2] - Changfei Optical Fiber (601869) increased by 4.53%, with a market cap of 197.8 billion and a year-to-date gain of 105.31% [2] - Zhongguang Lightning Protection (300414) rose by 4.47%, with a market cap of 5.405 billion and a year-to-date increase of 10.90% [2]

Group 1 - The A-share market saw a collective surge in communication equipment stocks, with notable gains from companies such as Zhongtian Technology, Hengtong Optic-Electric, and Tongding Interconnection reaching the daily limit [1] - Zhongtian Technology's stock increased by 10.01%, with a total market capitalization of 94.2 billion and a year-to-date increase of 52.26% [2] - Hengtong Optic-Electric also rose by 10.00%, boasting a market cap of 109.4 billion and a year-to-date increase of 79.26% [2] Group 2 - Tongding Interconnection's stock price increased by 9.97%, with a market capitalization of 12.9 billion and a year-to-date increase of 74.67% [2] - Fenghuo Communication's stock rose by 7.28%, with a market cap of 62.1 billion and a year-to-date increase of 42.46% [2] - Tianfu Communication and Ruijie Networks saw increases of 6.91% and 6.58%, respectively, with market caps of 283.9 billion and 71.4 billion [2] Group 3 - Other companies such as Yonding Co., Xinke Mobile, and Xingwang Ruijie also experienced gains of over 5%, indicating a strong performance across the sector [1] - The overall positive trend in these stocks is supported by the formation of a MACD golden cross signal, suggesting a favorable market condition for these companies [1]