格隆汇7月31日｜A股市场CPO概念股集体走强，其中，汇绿生态、剑桥科技、长飞光纤涨停，联特科 技涨超9%，中际旭创涨超6%再创历史新高，锐捷网络、天孚通信、曙光数创涨超4%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | | --- | --- | --- | --- | --- | | 001267 | 汇绿生态 | � | 10.02 | 113亿 | | 603083 | 剑桥科技 | 报 | 10.01 | 146亿 | | 601869 | 长飞乐红 | 부 | 10.00 | 405亿 | | 301205 | 联特科技 | | 9.55 | 136亿 | | 603773 | 沃格光电 | | 6.74 | 64.41亿 | | 300308 | 中际旭创 | 1 | 6.41 | 2490亿 | | 301165 | 锐捷网络 | 1 | 4.65 | 515亿 | | 300394 | 天孚通信 | 年 | 4.50 | 826亿 | | 872808 | 曙光数创 | 长 | 4.19 | 120亿 | | 600601 | 方正科技 | 资 | 3.48 | 261亿 | | ...

Group 1 - The core viewpoint of the news highlights a strong performance in the communication sector, with the National Communication Index rising by 1.38% and significant gains in constituent stocks such as Dingtong Technology and Liante Technology [1][3] - The Communication ETF (159695) experienced a 1.46% increase, reaching a peak of 2.57% during trading, indicating robust investor interest [1][3] - The trading volume for the Communication ETF was 789.36 million yuan, with a turnover rate of 6.49%, reflecting active market participation [3] Group 2 - The Communication ETF has seen a net asset value increase of 47.69% over the past year, with the highest single-month return recorded at 24.48% since its inception [3] - The ETF's recent performance includes a 600,000 share increase in the last six months, positioning it as the leader in new share growth among comparable funds [3] - The communication sector is benefiting from advancements in overseas computing power supply chains and the ongoing development of commercial aerospace, which is expected to enhance satellite communication infrastructure [3][4] Group 3 - Longjiang Securities noted significant accumulation in the communication sector by public funds, particularly focusing on optical modules as a core investment direction [4] - The top ten weighted stocks in the National Communication Index account for 59.17% of the index, with companies like Zhongji Xuchuang and China Telecom being prominent players [4][6] - The communication sector is viewed as having high configuration cost-effectiveness due to its current low valuation, making it an attractive investment opportunity [4]

Company Performance - Tianfu Communication's stock price reached a historical high, increasing by 5.06% to 106.84 yuan, with a trading volume of 23.8958 million shares and a transaction amount of 2.513 billion yuan [2] - The company's latest A-share total market capitalization is 83.059 billion yuan, with a circulating market capitalization of 82.892 billion yuan [2] - The company reported a first-quarter revenue of 0.945 billion yuan, representing a year-on-year growth of 29.11%, and a net profit of 0.338 billion yuan, with a year-on-year increase of 21.07% [2] Industry Overview - The overall communication industry has seen a rise of 1.71%, with 103 stocks increasing in price, including four stocks hitting the daily limit [2] - The stocks that experienced declines include Jiahuan Technology, Youfang Technology, and China Telecom, with declines of 1.66%, 1.51%, and 1.20% respectively [2] Shareholder Activity - As of July 20, the number of shareholders for the company increased to 85,660, up by 6,527 from the previous period, marking a growth of 8.25% [2] - The latest margin trading data shows a total margin balance of 1.763 billion yuan, with a financing balance of 1.747 billion yuan, reflecting a 9.68% increase over the past ten days [2]

Group 1 - The core viewpoint highlights the strong performance of leading optical module companies and the significant rise in the AI sector on the ChiNext board, driven by increasing demand for computing power and supportive policies [1][3][4] - Notable stock movements include Zhongji Xuchuang rising over 6%, Xinyisheng up over 4%, and Liantech increasing by over 7%, indicating a bullish trend in the optical module market [1][3] - The largest and most liquid ETF tracking the ChiNext AI index saw a 2% increase at opening, reaching a new high with a real-time transaction volume exceeding 46 million yuan [1][3] Group 2 - The demand for optical modules is expected to surge due to the growing need for massive computing power in large model training, with a persistent global computing power gap [3][4] - Goldman Sachs projects that the sales volume of 800G optical modules will reach 19.9 million and 33.5 million units in 2025 and 2026, respectively, with market values expected to hit 12.73 billion and 19.37 billion USD, reflecting strong growth trajectories [4] - The communication sector has seen significant accumulation by public funds, with optical modules identified as a core allocation direction, indicating a favorable investment environment [4][5] Group 3 - The A-share computing power industry is viewed as a rare growth sector, with expectations that the commercialization of AI will enhance the valuation of leading companies in this space [4][5] - The first ETF tracking the ChiNext AI index is highlighted as a key investment opportunity, with over 60% of its portfolio focused on computing infrastructure and more than 30% on AI applications [5][6]

东莞证券表示，海内外科技巨头AI商业化进程加快，资本开支增速维持高位，近期AI扩散规则取消 后，主权AI需求加速释放，为算力基建提供有力支撑。目前GB200NVL72出货节奏加快，台系ODM厂 月度营收高增，后续出货动能充足。作为AI服务器的关键零部件PCB有望迎来量价齐升，特别是HDI具 备高密度互联、高频高速、高可靠性稳定性、散热性能好等优势，需求有望井喷，目前多家陆系厂商加 快相关产品布局。 （文章来源：每日经济新闻） 7月31日早盘，A股三大指数分化，沪指走低。光模块、光芯片、光通信等概念集体高开。开盘来看， 5G通信ETF（515050）高开1.67%，持仓股东山精密、中际旭创涨超5%，太辰光、新易盛、沪电股份均 拉涨超4%。创业板人工智能ETF华夏（159381）直线拉涨2%，持仓股联特科技涨超7%。 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，场内综 合费率在可比基金中最低。行业分布上，光模块CPO概念股权重超26.6%，是目前"光"含量较高的AI类 指数。前5大成分股囊括新易盛、中际旭创、天孚通信三大光模块龙头。 5G通信ETF（515050） ...

7月31日，A股走势分化。截至09:38，沪指跌0.41%，深成指涨0.10%，创业板指涨0.83%。 盘面上，AI硬件股集体走强，中际旭创、新易盛再创历史新高，联特科技、天孚通信、太辰光等跟涨; 液冷服务器概念拉升，英维克涨停，冰轮环境、川环科技等跟涨。下跌方面，军工、有色金属等板块指 数跌幅居前跌幅居前。 展望后市，东方证券认为，当前A股市场呈现持续震荡攀升态势，量能配合较为充沛，市场赚钱效应吸 引增量资金入场，谨慎乐观情绪持续积聚，市场暂时没有转向风险，沪综指3600点附近震荡整固后仍有 潜力拓展上升空间。。 热门板块 1、广发证券：从轮动的角度目前最值得关注的是科创板 广发证券认为，从行业轮动经验来看，周期与金融往往是启动的引擎，而"低位策略+催化"是行业轮动 的重要因素。从7月以来，在指数向上突破的过程中，确实也遵循了这一规律。比如，最近三个月涨幅 靠后的周期风格率先启动，钢铁、建材、建筑、地产、煤炭等前期表现较差的方向在近期反内卷、水电 站建设、城市更新等主题提振下，表现出较强的超额收益。 2、国金证券：仍有"低位资产"值得挖掘 国金证券认为，市场整体接近前高，但当前估值扩张相对于基本面修复的"超 ...

AI硬件股开盘集体走强，中际旭创、新易盛、东山精密、胜宏科技、沪电股份均再创历史新高，联特 科技、天孚通信、太辰光等跟涨。 ...

创业板两融余额及变动 创业板公司最新融资余额3896.35亿元，已连续三个交易日增加，其间累计增加93.16亿元。 证券时报·数据宝统计显示，截至7月30日，创业板两融余额合计3908.17亿元，较上一交易日增加16.60 亿元。其中，融资余额合计3896.35亿元，较上一交易日增加16.84亿元，为连续三个交易日增加，其间 累计增加93.16亿元。 市场表现方面，融资余额增幅超20%的个股中，其间平均上涨8.29%，表现强于创业板指，涨幅居前的 有德福科技、华康洁净、科净源，分别上涨27.89%、25.25%、24.15%，跌幅居前的有三诺生物、华利 集团、万辰集团，分别下跌9.55%、4.09%、2.85%。 创业板融资余额连增期间，以金额统计，融资余额增加最多的是新易盛，最新融资余额为76.92亿元， 其间增加18.33亿元，融资余额增加较多的还有宁德时代、胜宏科技、智飞生物等，分别增加9.42亿元、 6.75亿元、2.10亿元。融资余额减少较多的有中际旭创、天孚通信、银之杰等，分别减少1.89亿元、1.13 亿元、1.01亿元。（数据宝） 创业板融资余额变动排名 | 代码 | 简称 | 最新融资余额 ...

本文源自：金融界 作者：金股通 截至7月30日开盘一小时，主力资金流出前20的股票分别为：中银证券（-7.00亿元）、恒生电子（-6.77 亿元）、宁德时代（-5.15亿元）、上海电气（-4.92亿元）、恒宝股份（-4.64亿元）、北方稀土（-4.53 亿元）、四方精创（-4.37亿元）、西藏天路（-4.07亿元）、盛和资源（-4.01亿元）、建设工业（-3.84 亿元）、山河智能（-3.18亿元）、中钨高新（-3.15亿元）、中油资本（-2.94亿元）、比亚迪（-2.80亿 元）、云南锗业（-2.57亿元）、天孚通信（-2.52亿元）、东芯股份（-2.48亿元）、中航沈飞（-2.43亿 元）、中大力德（-2.42亿元）、内蒙一机（-2.11亿元）。 ...

周二（7月29日），光模块（CPO）等算力硬件股再度走强，光模块含量突出的人工智能指数——创业 板人工智能大涨3.82%轰出新高！光模块三巨头纷纷大涨，中际旭创跳涨超9%股价创新高，新易盛涨超 8%股价再创新高，成交额居A股首位，天孚通信暴涨超13%放量突破！ | 序号 | લ્દ્રિતિ | 名称 | 现价 | 涨跌幅 ▼ | 成交额 | 估算权重 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300188 | 国投智能 | 19.65 | 18.52% | 26.47 Z | 0.97% | | 2 | 300394 | 大學通信 | 101.08 | 13.83% | 66.12亿 | 3.69% | | 3 | 300548 | 长芯博创 | 92.34 | 9.80% | 29.22亿 | 2.10% | | ব | 300308 | 中标旭创 | 209.93 | 9.41% | 121.00亿 | 14.37% | | ਦ | 300502 | 新易盛 | 193.39 | 8.77% | 145.04亿 | 14.80% | | 6 ...