源杰科技触及20cm涨停，此前汇绿生态、剑桥科技、景旺电子涨停，天孚通信、中际旭创、仕佳光子 涨超10%，长光华芯、东山精密、新易盛等多股涨超7%。 (本文来自第一财经) ...

【导读】上午 A 股三大股指全线飘红 ；科技板块领涨， " 易中天 " 大涨；电广传媒直线拉 涨停；黄金股明显回调 中国基金报记者 张舟 大家好，基金君和你一起关注今天上午的市场行情！ 10 月 20 日上午， A 股三大股指强势反弹，创业板指一度涨超 3% ，科技板块明显修复。 截至午间收盘，沪指报 3866.09 点，涨 0.69% ；深证成指涨 1.38% ；创业板指涨 2.49% 。 全市场半日成交额超 1.1 万亿元，较上个交易日小幅缩量。个股涨多跌少，市场共 4237 只 个股上涨， 75 只个股涨停， 1056 只个股下跌。 " 易中天 " 大涨 10 月 20 日上午，光模块（ CPO ）概念板块强势反弹，相关指数一度涨超 7% 。 " 易中天 " 大涨。中际旭创涨 8.31% ，现报 404.64 元 / 股，最新市值达 4496 亿元。 新易盛涨 4.86% ，现报 331.69 元 / 股，最新市值为 3297 亿元。 天孚通信涨 8.94% ，现报 159.7 元 / 股，最新市值为 1242 亿元。 剑桥科技涨停，源杰科技涨 14.84% ，长光华芯涨近 12% ，仕佳光子、东山精密 ...

据证券时报·数据宝统计，近10日（9月26日至10月17日），共有321家公司获机构调研，调研机构类型显示，证券公司调研达288 家，占比最多；基金公司调研234家，位列其后；海外机构共对66家上市公司进行走访。 海外机构调研股中，迈瑞医疗参与调研的海外机构达到124家，最受关注；公司表示，当前香港资本市场环境对于优质龙头资产具有 较强的包容性和较高的估值溢价，是进行国际化资本运作的有利时机。公司预计2025年第三季度整体营业收入将实现同比正增长， 同时延续收入金额逐季度环比改善的趋势。由于从公开招标到收入确认的周期被显著拉长，总体来看，公司将于第三季度如期迎来 拐点。 其次是汇川技术，参与调研的海外机构共有51家。近期，公司正式推出第四代数字能源产品——InoCube-FEMS平台，该平台实现三 大突破：1.InoCube-FEMS推动能源管理从"被动响应"迈向"主动适配"，可以实时解析电力市场信号，动态优化用电策略，显著降低 用电成本；2.可以构建"能碳一体"双控系统，实现绿色电力全程溯源，助力用户获取零碳认证与碳收益；3.提供可自主DIY的能源管 理平台，实现全环节精准降本，提升运营效率。 从股价表现看 ...

Market Performance - The Asia-Pacific stock markets experienced a strong rebound on October 20, with A-shares' three major indices showing significant gains, particularly the ChiNext Index which surged by 2.5% [1] - In the technology sector, leading companies such as SourceJ Technology saw a rise of over 15%, while Tianfu Communication, Zhongji Xuchuang, and Zhongshi Technology all increased by over 10% [1] - The Hang Seng Technology Index opened high, with notable gains from companies like Alibaba, which rose over 5%, and Baidu, JD.com, and NIO also showing strong performance [2][3] Sector Trends - The robotics sector was notably active, with Huari Technology and Zhongwei Electronics both hitting the daily limit up of 20% [1] - Conversely, the precious metals sector faced weakness, with companies like Hunan Silver hitting the daily limit down [1] - The rare earth permanent magnet sector also saw declines, with Xinlaifu leading the drop [1] Trading Volume and Activity - The trading volume in A-shares for the first three quarters increased significantly, with a year-on-year growth of 106.8%, indicating a boost in market confidence [8] - The number of active users on securities-related apps reached approximately 175 million, marking a 0.74% increase from the previous month and a 9.73% increase year-on-year [8] Future Outlook - Analysts suggest that technology growth and core assets may outperform in the post-National Day period, with trends in artificial intelligence and robotics expected to continue rising [4] - The long-term investment strategy of "regular investment and buying on dips" is recommended as a stable approach for market entry [6]

Core Viewpoint - The CPO (Co-Packaged Optics) sector in the A-share market is experiencing a strong performance driven by the explosive demand for AI computing power, leading to significant price increases in multiple stocks [1][4]. Industry Overview - The CPO technology effectively overcomes traditional optical module limitations in bandwidth, power consumption, and density, making it well-suited for high-frequency data interactions required in AI scenarios [4]. - Recent reports indicate a positive outlook for CPO and related optical modules, with major overseas clients increasing their procurement plans for 1.6T optical modules from 10 million to 20 million units due to rising bandwidth demands [4]. - The global Ethernet optical module market is projected to grow significantly, with expectations of a 35% increase to $18.9 billion by 2026 and surpassing $35 billion by 2030 [4]. Company Performance - Companies like Dongshan Precision are experiencing a significant supply shortage in the optical chip market, particularly for high-speed products (800G and above), which is expected to persist in the short term [5]. - Zhongji Xuchuang has begun shipping 1.6T optical modules and anticipates continued mass production and delivery in the upcoming quarters [6]. - Yuanjie Technology expects a substantial increase in demand for 400G/800G optical modules in the second half of the year, driven by customer transitions from GPU to ASIC chips [6]. Financial Results - Shijia Photon reported a revenue of 1.56 billion yuan for the first three quarters, a year-on-year increase of 113.96%, with a net profit of 299 million yuan, reflecting a staggering growth of 727.74% [8]. - Luxshare Precision's net profit for the first three quarters is projected to be between 10.89 billion and 11.34 billion yuan, marking a year-on-year growth of 20% to 25% [8]. - Zhongshi Technology expects a net profit of 230 million to 270 million yuan for the first three quarters, a significant increase of 74.16% to 104.45% year-on-year [8]. Market Outlook - Institutions maintain an optimistic view on the sustained growth of optical module demand, driven by the ongoing explosion in AI computing needs [9]. - Leading optical module companies are expected to maintain strong profitability and competitive advantages due to the global data center construction and upgrade wave [9]. - The increasing reliability requirements and shortened iteration cycles for optical modules are raising industry technical barriers, further highlighting the advantages of leading manufacturers [9].

| 板块名称 | 涨幅量 | 长汉 | 张停数 | | --- | --- | --- | --- | | 贵金属 | -6.09% | -0.01% | 0 | | 黄金概念 | -1.72% | +0.11% | D | | 金属铅 | -1.64% | +0.01% | 0 | | 金属锌 | -1.60% | +0.00% | 0 | | 厨卫电器 | -1.16% | -0.04% | 11 | | 金属铜 | -0.49% | -0.02% | 11 | | 银行 | -0.40% | -0.08% | 0 | | 第马概念 | -0.28% | +0.03% | 0 | | 兵装重组概念 | -0.24% | -0.02% | 0 | | 养鸡 | -0.21% | +0.05% | 0 | | 草甘麟 | -0.15% | -0.00% | 0 | | 转基因 | -0.14% | +0.07% | 0 | 2025.10.20 本文字数：1383，阅读时长大约2分钟 11:31 A股午盘丨科技股全线反弹 沪指涨0.69%，深成指涨1.38%，创业板指涨2.49%。 盘面上，科技股全线反弹，C ...

截至2025年10月20日 11:02，国证通信指数强势上涨3.55%，成分股剑桥科技10cm涨停，天孚通信上涨9.80%，中际旭创上涨8.68%，仕佳光子、鼎通科技等 个股跟涨。通信ETF(159695)上涨3.52%。拉长时间看，截至2025年10月17日，通信ETF近3月累计上涨28.83%。 银河证券表示，AI带动的算力产业需求旺盛、景气度持续，虽短期可能因为市场波动、关税问题、筹码结构及估值切换等导致板块有所震荡、甚至调整， 但我们依然看好，建议基于中长期视角，布局AI算力板块。 浙商证券发布研报称，2025年上半年，通信行业收入同比增长2.8%，归母净利润同比增长7.8%，板块业绩稳步提升，预计25Q3光模块、液冷等板块业绩有 望持续高速增长，25Q4有望延续趋势，同时运营商主业全年持续改善，创新业务占比提升；卫星互联网产业趋势逐步确立，有望放量；持续看好25Q4通信 板块机会。 数据显示，截至2025年9月30日，国证通信指数前十大权重股分别为中际旭创、新易盛、中兴通讯、中国电信、中国移动、中国联通、天孚通信、中天科 技、传音控股、亨通光电，前十大权重股合计占比66.02%。 | 股票代码 | ...

10月20日开盘，A股三大指数集体走高，创业板指涨超3%，深成指涨近2%。 | 上证指数 深证成指 | | 北证50 | | | | --- | --- | --- | --- | --- | | 3861.65 12930.81 | | 1446.22 | | | | +21.90 +0.57% +241.87 +1.91% +13.36 +0.93% | | | | | | 科创50 创业板指 | | 万得全A | | | | 1395.58 3037.53 | | 6186.18 | | | | +32.41 +2.38% +102.16 +3.48% +77.77 +1.27% | | | | | | 沪深300 中证500 | | 中证A500 | | | | 4555.32 7116.64 | | 5458.60 | | | | +41.08 +0.91% +100.57 +1.43% +65.63 +1.22% | | | | | | 中证1000 深证100 | | 中证红利 | | | | 5703.03 7292.22 | | 5562.35 | | | | +106.74 +1.49% ...

责任编辑：小浪快报 10月20日消息，截止11:00，光通信板块活跃，汇绿生态、剑桥科技、景旺电子、瑞斯康达涨停，初灵 信息（维权）、天孚通信、中际旭创、威尔高、东山精密、青山纸业等个股涨幅居前。 ...

证券时报·数据宝统计，截至上午10:28，今日沪指涨0.67%，A股成交量562.27亿股，成交金额8933.59亿 元，比上一个交易日减少2.79%。个股方面，4012只个股上涨，其中涨停63只，1270只个股下跌，其中 跌停5只。从申万行业来看，通信、电子、电力设备等涨幅最大，涨幅分别为3.34%、3.05%、2.03%； 有色金属、农林牧渔、公用事业等跌幅最大，跌幅分别为0.74%、0.67%、0.64%。（数据宝） 今日各行业表现（截至上午10:28） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 通信 | 3.34 | 665.68 | 40.05 | 天孚通信 | 10.94 | | 电子 | 3.05 | 1808.09 | 8.68 | 源杰科技 | 20.00 | | 电力设备 | 2.03 | 1037.67 | -16.46 | 飞沃科技 | 20.00 | | 机械设备 | 1.64 | 558.81 | 0.11 | 荣旗科技 | 12.2 ...