作者：金股通 截至8月13日午间收盘，主力资金流入前20的股票分别为：东方财富（9.82亿元）、杭钢股份（9.42亿 元）、宁德时代（7.60亿元）、药明康德（7.15亿元）、湖南天雁（6.70亿元）、中国长城（6.27亿 元）、新易盛（5.30亿元）、沪电股份（4.71亿元）、长城军工（4.33亿元）、航天科技（4.19亿元）、 中兵红箭（3.99亿元）、豪威集团（3.87亿元）、恒瑞医药（3.70亿元）、飞龙股份（3.61亿元）、中银 证券（3.46亿元）、荣科科技（3.45亿元）、天孚通信（3.36亿元）、东吴证券（3.17亿元）、华泰证券 （3.14亿元）、兄弟科技（3.03亿元）。 本文源自：金融界 ...

8月13日，光模块CPO再度冲高，新易盛盘中涨超13%，创业板人工智能指数盘中一度涨5%。截至发 稿，同类费率最低的创业板人工智能ETF华夏（159381）盘中成交额超1.2亿元达近期新高，换手率达 65%位居同标的产品第一。 资料显示，创业板人工智能指数光模块权重超41%，前3大成分股囊括中际旭创（15.89%）、新易盛 （14.86%）、天孚通信（4.77%）三大光模块龙头。目前创业板人工智能ETF华夏（159381）年管理费 率为0.15%，托管费率为0.05%，场内综合费率在可比基金中最低。 消息面上，据智通财经，AI算力需求爆发，产业链高景气方向业绩持续释放。据Choice数据统计，截至 发稿，包括中际旭创、新易盛、华工科技、锐捷网络、光迅科技、星网锐捷、剑桥科技、光库科技、汇 绿生态在内的9家光模块上市公司披露上半年业绩预告。其中，新易盛上半年净利同比预增 328%-385%，锐捷网络上半年净利同比预增160%-232%。环比表现方面，星网锐捷、光库科技Q2环比 预增上限超3倍，具体来看，星网锐捷Q2净利环比预增227.34%-369.78%，光库科技Q2净利环比预 247.77%-303.74% ...

Group 1 - The National Communication Index (399389) has shown a strong increase of 3.23%, with constituent stocks such as Guangku Technology (300620) hitting the daily limit up, and New Yisheng (300502) rising by 11.66% [1] - The Communication ETF Guangfa (159507) has reached a new high in scale at 45.36 million yuan, marking a significant increase in performance with a 65.18% rise in net value over the past year [1] - The top ten weighted stocks in the National Communication Index account for 61.8% of the index, with major players including Zhongji Xuchuang (300308) and New Yisheng (300502) [2] Group 2 - The global optical module sales increased by 10% quarter-on-quarter in Q2 2025, driven by the demand for 800G Ethernet optical modules, with a forecasted CAGR of 22% from 2024 to 2029 [2] - The communication and communication equipment industry is experiencing accelerated development driven by AI technology, with key variables including system integration capabilities and product engineering maturity [3] - The WAIC 2025 event showcased the transition of AI from technological breakthroughs to large-scale applications, indicating a growing trend in various vertical industries [3]

注：统计区间为2025.1.1-2025.8.12，创业板人工智能指数基日为2018.12.28，发布日期为2024.7.11。创 业板人工智能指数2020-2024年年度涨跌幅分别为：20.1%、17.57%、-34.52%、47.83%、38.44%，指数 成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。 把握算力+应用核心机会，建议重点关注全市场首只的创业板人工智能ETF华宝（159363）及场外联接 （A类023407、C类023408），标的指数约七成仓位布局算力，三成仓位布局AI应用，高效地捕捉AI主 题行情，并且重点布局光模块龙头"易中天"，兼顾IDC算力租赁、云计算等热门赛道。 13日早盘，资金拥抱AI牛市，光模块等AI硬件端持续逼空，光模块含量超41%的创业板人工智能继续上 涨创新高！截至发稿，新易盛大涨超14%再创上市新高，中际旭创、天孚通信猛涨超5%，光库科技斩 获两个20CM涨停，首都在线、长芯博创、太辰光、联特科技、铜牛信息等多股跟涨超3%。 热门ETF方面，同标的指数规模最大、流动性突出的创业板人工智能ETF（159363）场内涨幅持续扩大 超5%，大幅领跑 ...

追求更高弹性可关注创业板人工智能ETF（159381），跟踪创业板人工智能指数，选取创业板上市 的AI主业公司，日内涨跌幅限制为±20%。指数光模块权重超41%，前3大成分股囊括中际旭创 （15.89%）、新易盛（14.86%）、天孚通信（4.77%）三大光模块龙头。目前创业板人工智能ETF华夏 （59381）年管理费率为0.15%，托管费率为0.05%，场内综合费率在可比基金中最低。 8月13日，A股延续上攻，沪指突破去年9月30日高点，盘面上看，光模块CPO延续强势，截至10点 04，AI算力占比高的5G通信ETF（515050）涨近3%，创业板人工智能ETF华夏（159381）涨超2%，二 者共有持仓股光库科技再度20cm涨停，新易盛、天孚通信、中际旭创纷纷走强。 国信证券表示，全球AI算力高景气度持续。需求侧，算力军备竞赛白热化，北美云厂资本开支继 续加大。供给侧，算力基础设施Q2业绩亮眼，技术迭代和产能扩张持续发力。新易盛、中际旭创等头 部光模块企业预告2025H1业绩高增。 拉长时间看，受益于AI算力旺盛需求和强业绩支撑，截至8月12日，5G通信ETF（515050）自4月7 日底部以来反弹超35 ...

作者：金股通 本文源自：金融界 截至8月13日开盘一小时，主力资金流入前20的股票分别为：杭钢股份（8.67亿元）、湖南天雁（6.55亿 元）、新易盛（5.60亿元）、沪电股份（4.49亿元）、中兵红箭（4.25亿元）、长城军工（4.09亿元）、 航天科技（4.00亿元）、药明康德（3.88亿元）、中际旭创（3.84亿元）、宁德时代（3.75亿元）、飞龙 股份（3.24亿元）、上海电气（3.08亿元）、豪威集团（2.91亿元）、兄弟科技（2.89亿元）、罗博特科 （2.83亿元）、中银证券（2.43亿元）、天龙集团（2.38亿元）、利欧股份（2.30亿元）、天孚通信 （2.22亿元）、长城电工（2.10亿元）。 ...

（文章来源：每日经济新闻） 行情复盘看，本轮AI行情以光模块为代表的上游算力硬件显著领涨，聚焦AI算力的创业板人工智能近 期频繁突破，年内以来累计上涨近35%，明显跑赢中证人工智能、CS人工智、科创AI等同类AI指数。 中信证券表示，2025年下半年AI主线创新继续，带动产业链上下游落地提速，景气创新方向频出，驱 动行业加速成长，建议继续重点布局"AI主线"，看好AI应用及算力板块机遇。兴业证券指出，从滚动收 益差、成交占比、拥挤度等指标来看，AI板块尚未来到过热区间，AI行情有望向更多AI+领域扩散。 13日早盘，光模块等AI硬件强者恒强，光模块含量超41%的创业板人工智能继续上涨创新高。截至发 稿，光库科技狂揽两个20CM涨停，股价创历史新高，新易盛大涨超5%持续新高，中际旭创涨超3%刷 新历史高点，天孚通信涨超4%逼近历史新高。 热门ETF方面，同标的指数规模最大、流动性突出的创业板人工智能ETF（159363）开盘猛涨超2%再创 上市新高，实时成交额快速放量超1.13亿元。 ...

Market Performance - As of August 12, the optical fiber concept index rose by 1.43%, ranking 9th among concept sectors, with 41 stocks increasing in value [1] - Notable gainers included Zhishang Technology and Guangku Technology, both hitting the 20% limit up, while Zhongdian Xindong also reached the limit up [1] - The top gainers in the sector were Feikai Materials, Yuanjie Technology, and Shijia Photon, with increases of 11.81%, 10.71%, and 6.55% respectively [1] Capital Flow - The optical fiber sector saw a net inflow of 798 million yuan, with 30 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflow [2] - Zhongdian Xindong led the net inflow with 414 million yuan, followed by Tianfu Communication and Guangxun Technology with net inflows of 315 million yuan and 248 million yuan respectively [2] - The net inflow ratios for Zhongdian Xindong, Guangku Technology, and Guangxun Technology were 51.10%, 49.10%, and 11.60% respectively [3] Stock Performance - The top stocks in the optical fiber sector based on net inflow included Zhongdian Xindong, Tianfu Communication, and Guangxun Technology, with respective daily price changes of 10.03%, 3.13%, and 2.26% [3] - Other notable performers included Shijia Photon with a 6.55% increase and Zhishang Technology with a 20% increase [4] - Decliners in the sector included Jiekang Technology, Delong Laser, and Changjiang Communication, with decreases of 3.90%, 3.18%, and 2.93% respectively [1]

Group 1 - The core viewpoint highlights the strong performance of the "Double Innovation Leader ETF" (588330), which saw a price increase of over 2.5% and a trading volume of 1.22 billion yuan, indicating robust buying interest [1] - The ETF is experiencing a significant premium in the market, with a real-time premium rate of 0.91%, suggesting strong capital inflow [1] - Key sectors to watch include optical modules and electronics, with major players like Zhongji Xuchuang leading in the 1.6T field and Xinyi Sheng benefiting from unexpected 800G orders [1][2] Group 2 - In the electronics sector, there is a strong upward trend in computing power driven by North America, with companies like TSMC raising their revenue growth forecast from approximately 25% to 30% due to sustained AI demand [2] - The semiconductor industry is showing optimistic order demand, with companies like SMIC and Huahong nearing full capacity in Q2 2025, reinforcing the high prosperity of the sector [2] - The market outlook suggests a focus on high-growth sectors, with recommendations to invest in areas such as anti-involution, technological independence, and innovative pharmaceuticals [2] Group 3 - The "Double Innovation Leader ETF" is characterized by cross-market diversification, focusing entirely on strategic emerging industries, including new energy, semiconductors, and medical devices [5] - The ETF serves as a high-elasticity tool for capturing technology market trends, with a low investment threshold allowing entry at less than 100 yuan [5] - The ETF is designed to track the CSI Star Market and Growth Enterprise Market 50 Index, which includes 50 large-cap companies from these sectors [6]

8月12日，A股人工智能产业链集体走强，算力概念股表现活跃，受资产重组消息提振，光库科技20cm 涨停。截至13点54分，同类费率最低的创业板人工智能ETF华夏（159381）涨超2%，盘中成交额超 9000万元创上市以来新高。 广发证券表示，云厂商财报验证CapEx-ROI飞轮效应，光模块迎来"戴维斯双击"！各云厂商AI相关业务 的表述均体现乐观口径，CapEx亦超预期。伴随AI投资回报路径逐渐清晰，科技厂商有望迎来FOMO 2.0阶段。我们认为海外大型科技公司对AI投资、回报的战略方向逐季明晰。持续推荐兼具景气度及基 本面强兑现的光模块板块。 值得注意的是，本轮AI行情中，以光模块为代表的上游算力硬件显著领涨，聚焦光模块AI算力的创业 板人工智能年内以来累计涨幅超30%，大幅跑赢中证人工智能、CS人工智、科创AI等同类AI指数。 （文章来源：每日经济新闻） 资料显示，创业板人工智能ETF华夏（159381）跟踪创业板人工智能指数，选取创业板上市的AI主业公 司，日内涨跌幅限制为±20%。指数光模块权重超41%，前3大成分股囊括中际旭创（15.89%）、新易盛 （14.86%）、天孚通信（4.77%）三大光 ...