| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688025 | 杰譜特 | 1 | 20.00 | 154亿 | 14.22 | | 300394 | 天学通信 | 1 | 16.11 | 2022亿 | 28.10 | | 688167 | 炬光科技 | 1 | 15.48 | 224亿 | 42.34 | | 920045 | 衡东光 | 报 | 13.23 | 255亿 | 21.37 | | 300757 | 罗博特科 | 1 | 12.95 | 636亿 | 62.67 | | 301205 | 联特科技 | 事 | 12.33 | 296亿 | 35.32 | | 300570 | 太辰光 | 1 | 10.83 | 279亿 | 6.27 | | 601869 | 长飞乐线 | 1 | 10.00 | 1235亿 | 28.15 | | 600330 | 天通股份 | 1 | 9.98 | 167亿 | 3.27 | | 688313 | 任佳光子 | 1 | 9.21 | 423亿 | ...

创业板人工智能ETF华夏（159381）跟踪指数CPO权重近50%，同时覆盖国产软件+AI应用企业，具备 较高弹性。其中前三大权重股为中际旭创（15.64%）、新易盛（15.57%）、天孚通信（6.85%）。场内 综合费率仅0.20%，位居同类最低。场外联接（A类：025505；C类：025506）； 通信ETF华夏（515050）深度聚焦电子（芯片、PCB、消费电子）+通信（光模块、服务器）算力硬 件。前五大持仓股：中际旭创、新易盛、立讯精密、工业富联、兆易创新。场外联接(A类：008086；C 类：008087) 中信证券研报称，近期，海外推理和训练算力需求旺盛，亚马逊云和谷歌云双双涨价。推理侧， MoltBot（原ClawdBot）、Claude Code等Agent产品加速落地，对于云计算资源的需求显著增加，2026 年年初以来Token调用量已经连续2—3周高速增长。训练侧，Grok-5、Veo4等模型仍然在持续迭代，工 业界持续探索Scaling上限，从而支撑训练算力需求。尽管当前AI应用大规模商业化落地能见度仍然不 足，但展望未来3—6个月，随着推理端AI应用落地的密集催化叠加训练端模型的持续迭 ...

【导读】今日上午A股三大指数涨跌不一，CPO、农牧饲渔、旅游酒店板块大涨，资源股重挫，个股掀"跌停潮" A股风云突变。 1月30日早盘，A股市场迎来大变化。三大指数上演"过山车"行情，A股多个指数开盘集体杀跌，科创综指盘中跌超2.5%，上证指数、深证成指、创业板指 均一度跌超2%。随后多个指数涨跌出现分化，创业板指翻红。 风云突变 个股跌多涨少，全市场共有3872只个股下跌，仅有1494只个股上涨，27只个股涨停。成交额方面，沪深两市半日成交额为1.93万亿元，较上个交易日缩量 836亿元。 贵金属板块领跌 今天上午，资源股重挫，有色板块大跌8%，贵金属概念股板块领跌，相关个股纷纷跌停。 十余只个股跌停。其中，晓程科技录得20%跌停，山东黄金（600547）、中金黄金（600489）、山金国际（000975）、赤峰黄金、四川黄金（001337）、 贵研铂业（600459）、金徽股份（603132）、招金黄金（000506）、恒邦股份（002237）、湖南白银（002716）、华锡有色（600301）均录得10cm跌 停，紫金矿业（601899）跌超8%。 1月最后一个交易日的早盘，A股主要指数涨跌不一。 热门 ...

1月30日，A股三大指数早盘涨跌不一，截至午间休市，沪指跌1.19%，深证成指跌0.96%，创业板指涨 0.8%。沪深北三市半日成交19514亿元，较上日缩量836亿元。 盘面上，亚太交易时段国际金银价跳水，黄金股、有色资源股大幅回调，中金黄金等多股跌停。另一方 面，粮食、农业股逆势走强，登海种业等股封板。算力硬件股盘中同样拉升，天孚通信（300394）大涨 超10%创出历史新高，中际旭创、新易盛涨超4%。 行业层面，近期，海外推理和训练算力需求旺盛，亚马逊云和谷歌云双双涨价。推理侧， MoltBot（原 ClawdBot）、Claude Code等Agent产品加速落地，对于云计算资源的需求显著增加，2026年年初以来 Token调用量已经连续2-3周高速增长。训练侧，Grok-5、Veo4等模型仍然在持续迭代，工业界持续探索 Scaling上限，从而支撑训练算力需求。 中信证券研报认为，尽管当前AI应用大规模商业化落地能见度仍然不足，但展望未来3-6个月，随着推 理端AI应用落地的密集催化叠加训练端模型的持续迭代，预判算力需求仍有望进一步上行，一旦美股 财报季算力需求得到确认，前期压制算力板块情绪与估值的 ...

Group 1: Precious Metals Market - Spot gold first broke the $5500/oz mark, reaching nearly $5600/oz before dropping below $5200/oz [1] - The non-ferrous metals sector saw significant declines, with major companies like Zijin Mining and Luoyang Molybdenum falling over 8% and 9% respectively [1] - The performance of the non-ferrous metals sector pressured the Shanghai Composite Index and Shenzhen Component Index, while the ChiNext Index rose due to gains in key stocks like CATL and Sungrow [1] Group 2: Agricultural and Consumer Sectors - Some cyclical sectors showed strong performance, with agriculture and aquaculture sectors rising significantly, indicating a typical rotation pattern in commodity markets [1] - The rise in agricultural products is expected to transmit to the aquaculture sector and further into the consumer market [1] - By the close of the morning session, the Shanghai Composite Index fell by 1.19%, the Shenzhen Component Index by 0.96%, while the ChiNext Index increased by 0.8% [1] Group 3: Film and Entertainment Sector - The film and cinema sector saw active performance, with stocks like Hengdian Film and Happiness Blue Sea experiencing significant gains [4][6] - A favorable policy environment, including the State Council's plan to enhance service consumption, is expected to support the film industry [6][7] - The upcoming 2026 Spring Festival film lineup is anticipated to drive market recovery, with multiple new films scheduled for release [7] Group 4: AI and Optical Communication Sector - The North American computing power chain showed strong performance, with stocks like "Yizhongtian" and Tianfu Communication reaching historical highs [7] - The demand for AI computing power is driving upgrades in the optical communication industry, with strong demand for high-speed optical modules [10] - Despite short-term supply gaps in high-speed optical chips, upstream manufacturers are actively expanding production, which is expected to alleviate supply chain bottlenecks [10]

Group 1: Gold and Precious Metals Market - Spot gold first broke through the $5,500 per ounce mark, reaching close to $5,600, but subsequently fell below $5,200 [1][10] - The non-ferrous metals sector saw significant declines, with major players Zijin Mining and Luoyang Molybdenum dropping over 8% and 9% respectively, with Zijin Mining's stock hitting a low of 39.12 yuan [1][10] - The performance of the non-ferrous metals sector pressured the Shanghai Composite Index and Shenzhen Component Index, while the ChiNext Index rose due to gains in heavyweight stocks like CATL and Sungrow [1][10] Group 2: Consumer and Entertainment Sector - The film and cinema sector showed strong performance, with stocks like Hengdian Film and Happiness Blue Sea experiencing significant gains [4][12] - The sector is supported by favorable policies aimed at enhancing service consumption, as outlined in the State Council's recent work plan [12][14] - Upcoming major film releases for the 2026 Spring Festival are expected to drive market recovery, with a shift from single film support to a multi-film resonance [14] Group 3: AI and Optical Communication Sector - The North American computing power chain showed strong performance, with stocks like "Yizhongtian" and Tianfu Communication rising over 11%, reaching historical highs [7][15] - The demand for AI computing power is driving upgrades in the optical communication industry, with strong demand for high-speed optical modules [16] - Despite short-term supply gaps for high-speed optical chips, upstream manufacturers are actively expanding production, which is expected to alleviate supply chain bottlenecks [16]

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index regaining the 4100-point mark and the ChiNext Index experiencing a "V-shaped" recovery after a drop of over 1% [1] - The trading volume in the Shanghai and Shenzhen markets was 1.93 trillion yuan, a decrease of 83.6 billion yuan compared to the previous trading day [1] - Over 3800 stocks in the market declined, indicating a rapid rotation of market hotspots [1] Sector Performance - The computing hardware sector saw a significant surge, with Tianfu Communication rising over 10% and Changfei Optical Fiber hitting the daily limit, both reaching historical highs [1][3] - The film and television sector was active, with Hengdian Film rising for two consecutive days [1][5] - The agricultural sector showed repeated activity, with Nongfa Seed Industry achieving two daily limits in three days [1][2] Individual Stock Highlights - In the agricultural planting sector, stocks such as Denghai Seed Industry, Dunhuang Seed Industry, and Nongfa Seed Industry hit the daily limit, with notable gains [1][2] - Tianfu Communication and Changfei Optical Fiber were key performers in the computing hardware sector, with Tianfu Communication reaching a new historical high [1][3] - The film sector saw significant gains, with Hengdian Film and other companies like Guangxi Media and Happiness Blue Sea also performing well [5][6] Declines in Specific Sectors - The non-ferrous metal sector experienced a collective decline, particularly in precious metals, with stocks like Xiaocheng Technology and Chifeng Gold hitting the daily limit [1][7] - Lithium mining stocks also faced significant drops, with Jinyuan Co. hitting the daily limit [1] Future Outlook - The agricultural sector is expected to remain active, with the Ministry of Agriculture projecting a record grain output of 14.298 billion jin by 2025 [3] - The computing hardware sector is anticipated to continue its upward trend, driven by strong demand for AI computing power [5][22]

Market Overview - Global markets experienced turbulence on January 30, with major indices such as Nikkei 225, Hong Kong stocks, and US futures all showing declines. Gold and silver prices plummeted, and Bitcoin saw a significant drop, leading to over 270,000 liquidations in the cryptocurrency market, totaling nearly $1.7 billion [1][2]. A-Shares Performance - A-shares showed mixed results, with the Shanghai Composite Index regaining the 4100-point mark, while the ChiNext Index rebounded after hitting a low. However, over 3,800 stocks in the market declined [1]. Sector Performance - CPO and optical communication stocks surged, with companies like Lian Te Technology and Tianfu Communication rising over 11%, and Changfei Optical Fiber hitting the daily limit. Conversely, industrial and precious metals sectors faced significant declines, with over 20 stocks, including Nanshan Aluminum and Tongling Nonferrous Metals, hitting the daily limit down [1]. Precious Metals Market - International precious metals saw a sharp decline, with gold prices dropping by 4% to below $5200 per ounce, marking a daily decrease of over $200. Silver prices fell over 5%, dropping below the $110 mark [1]. Cryptocurrency Market - Major cryptocurrencies continued to decline, with Bitcoin falling over 6% to below $82,300, and Ethereum and SOL dropping over 7%. In the last 24 hours, more than 270,000 traders were liquidated, with a total liquidation amount close to $1.7 billion [2]. Dollar Index - The US dollar index rebounded, rising by 0.44% to 96.58 as of 11:30 AM Beijing time [3]. Geopolitical Factors - Ongoing tensions in the Middle East are impacting global markets. US President Trump announced plans to engage in dialogue with Iran, and the market is closely watching the announcement of the next Federal Reserve Chair, which is expected to be revealed on January 30 [5].

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index regaining the 4100-point level and the ChiNext Index experiencing a "V-shaped" recovery after initially dropping over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.93 trillion yuan, a decrease of 83.6 billion yuan compared to the previous trading day [1] Sector Performance - The computing hardware sector surged against the trend, with Tianfu Communication (300394) rising over 10% and Changfei Fiber (601869) hitting the daily limit, both reaching historical highs [1] - AI application stocks saw significant gains, with Diansheng Co. (300805) hitting the daily limit and Yilun Media (603598) also reaching the daily limit [1] - The film and television sector was active, with Hengdian Film (603103) achieving two consecutive limit-up days [1] - The agriculture sector showed repeated activity, with Nongfa Seed Industry (600313) achieving two limit-up days in three days [1] Declining Sectors - The non-ferrous metals sector experienced a collective decline, with precious metals leading the drop, including stocks like Xiaocheng Technology (300139) and Chifeng Gold (600988) hitting the daily limit down [1] - The lithium mining sector faced significant declines, with Jinyuan Co. (000546) hitting the daily limit down [1] Index Closing - At the close, the Shanghai Composite Index fell by 1.19%, the Shenzhen Component Index decreased by 0.96%, while the ChiNext Index rose by 0.8% [1]

Group 1 - The core viewpoint of the news highlights a significant rebound in computing hardware stocks, with notable increases in share prices for several companies [1] - LianTe Technology experienced a nearly 10% increase in stock price, reaching a historical high [1] - Tianfu Communication and Changfei Optical Fiber both saw stock price increases exceeding 8%, also achieving historical highs [1] Group 2 - Other companies such as Shijia Photon, Hengtong Optic-Electric, Dekoli, and Xinyi Sheng also experienced stock price increases, indicating a broader positive trend in the sector [1]