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 ...

7月29日A股收盘，光模块板块再度大涨，板块内个股天孚通信收盘价101.8元，时隔五个月股价重返百元关口，与同板块个股新易盛、中 际旭创等共同跻身百元股阵营。 当前，A股股价超过100元的个股共101只，其中，超过200元的有22只。中际旭创最新股价为209.93元，新易盛为193.39元。 近日，中际旭创在电话会议中表示，基于大客户对AI数据中心的投入力度和对光模块的需求，预计今年下半年800G需求进一步增长， 1.6T需求也将逐步提升。下半年1.6T出货将更明显，有望保持逐季度增长，明年也会有更多客户采用1.6T方案。 截至7月29日，A股22只个股股价超过200元 另外，在投资者互动平台上，中际旭创在回答投资者提问时表示，公司未直接持有宇树科技的股份，参投的基金持有部分股份。 在光模块板块中，新易盛、中际旭创、天孚通信三家公司被认为是行业第一梯队，也因此被股民戏称为"易中天"。三只个股今年表现抢 眼，年内涨幅分别达到135%、71%、56%。 分析人士指出，在光模块行业，技术迭代、产品良率、成本控制等因素都会影响企业的盈利能力，进而影响股价表现。另外，投资者对 科技股的预期较高，需警惕技术落地不确定性带 ...

截至7月29日收盘，先进封装概念上涨1.91%，位居概念板块涨幅第10，板块内，98股上涨，方邦股份 20%涨停，沃格光电、*ST元成（维权）、*ST华微（维权）等涨停，正业科技、天孚通信、天承科技 等涨幅居前，分别上涨17.49%、13.83%、12.32%。跌幅居前的有中旗新材、大族激光、兴业股份等， 分别下跌2.44%、2.24%、1.53%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | CRO概念 | 4.00 | 猪肉 | -1.35 | | 重组蛋白 | 2.90 | 养鸡 | -1.12 | | 创新药 | 2.79 | 草甘膦 | -1.10 | | 减肥药 | 2.76 | 粮食概念 | -1.00 | | F5G概念 | 2.43 | 芬太尼 | -0.88 | | 细胞免疫治疗 | 2.42 | PEEK材料 | -0.85 | | 仿制药一致性评价 | 2.30 | 预制菜 | -0.85 | | 共封装光学(CPO) | 2.23 | 生态农业 | -0.78 | | 特钢概念 ...

Market Overview - The indices continued to rise collectively, with a significant drop in the morning followed by a recovery in sentiment in the afternoon [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 0.33%, 0.64%, and 1.86% respectively, with over 3,000 stocks declining and more than 2,200 stocks rising [4] Optimizing Fertility - The "Implementation Plan for Childcare Subsidy System" was officially launched, providing annual subsidies of 3,600 yuan per child for children under three years old starting January 1, 2025 [8] - The fertility optimization sector saw a collective high opening but ended with a "high open low close" trend, with the sector rising by only 0.18% after an initial surge [9][10] - Stocks like Beiyinmei and Aiyingshi opened strongly but fell significantly, while stocks in the dairy sector also experienced a similar pattern [10] Yajiang Hydropower Station - The Yajiang Hydropower Station saw a rebound in the afternoon, with stocks like Xining Special Steel and Tibet Tianlu hitting the daily limit [15] - The Yajiang Hydropower concept stocks rose over 2% by the end of the day, indicating a recovery in investor interest [14] Stablecoin Sector - The stablecoin concept stocks experienced a partial rebound, with companies like Hengbao Co. and Sifang Jichuang showing strong performance [19] - The sector had been quiet for about two weeks but is now looking for a significant catalyst to revive interest [21] Guotou Intelligent - Guotou Intelligent saw a significant rise, closing up over 18.5%, attributed to news regarding a special action by the Internet Information Office [25] - The company is reportedly working on AI fraud prevention services, with a potential market space exceeding 120 billion yuan if it covers 1 billion smartphone users [28]

-今日A股共有15只个股振幅超过20%； -三元基因、基康技术、上纬新材等个股振幅居前； 【主力资金】 -主力资金今日净流入医药生物、银行、交通运输、通信、煤炭等板块，净流出计算机、电子、机械设 备、电力设备、有色金属等板块； -新易盛、云南锗业、紫光国微、祥鑫科技、天孚通信主力资金净流入规模居前，分别净流入12.77亿 元、5.65亿元、5.26亿元、4.56亿元、4.42亿元； -孩子王、兴森科技、东方财富、光迅科技、硕贝德主力资金净流出规模居前，分别净流出9.42亿元、 7.79亿元、6.18亿元、5.51亿元、5.16亿元。 【换手率高】 -今日A股共有22只个股换手率超过30%，5股换手率超40%； -北方长龙、贝因美、南方路机等个股换手率居前； ...

沪指7月29日上涨0.33%，申万所属行业中，今日上涨的有16个，涨幅居前的行业为通信、钢铁，涨幅 分别为3.29%、2.59%。通信行业位居今日涨幅榜首位。跌幅居前的行业为农林牧渔、银行，跌幅分别 为1.36%、1.19%。 资金面上看，两市主力资金全天净流出356.37亿元，今日有4个行业主力资金净流入，医药生物行业主 力资金净流入规模居首，该行业今日上涨2.06%，全天净流入资金29.96亿元，其次是钢铁行业，日涨幅 为2.59%，净流入资金为4.19亿元。 通信行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002281 | 光迅科技 | -0.34 | 10.54 | -52521.68 | | 002017 | 东信和平 | -0.59 | 26.51 | -39227.04 | | 600105 | 永鼎股份 | -1.37 | 7.00 | -10982.25 | | 603881 | 数据港 | -2.23 | 3.84 | -10158.46 | | 00304 ...

截至7月29日收盘，共封装光学(CPO)概念上涨2.23%，位居概念板块涨幅第8，板块内，68股上涨，沃 格光电涨停，德科立、天孚通信、中石科技等涨幅居前，分别上涨15.66%、13.83%、11.18%。跌幅居 前的有合锻智能、华丰科技、环旭电子等，分别下跌2.58%、2.51%、1.77%。 今日涨跌幅居前的概念板块 | | 创 | | | | | | --- | --- | --- | --- | --- | --- | | 603083 | 剑桥科 | 3.17 | 12.04 | 11591.12 | 7.18 | | | 技 | | | | | | 603773 | 沃格光 | 10.00 | 7.40 | 9959.37 | 23.41 | | | 电 | | | | | | 301183 | 东田微 | 1.71 | 26.46 | 9919.46 | 9.44 | | 300570 | 太辰光 | 5.26 | 12.53 | 9314.53 | 3.53 | | 600353 | 旭光电 | 2.27 | 8.60 | 8854.17 | 9.28 | | | 子 | | | | | | ...

Core Viewpoint - The communication equipment sector experienced a significant increase of 4.44% on July 29, with Dekoli leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3609.71, up 0.33% [1] - The Shenzhen Component Index closed at 11289.41, up 0.64% [1] Group 2: Individual Stock Performance - Dekoli (688205) closed at 64.48, with a rise of 15.66% and a trading volume of 238,500 shares, totaling a transaction value of 1.486 billion [1] - Tianfu Communication (300394) closed at 101.08, increasing by 13.83% with a trading volume of 685,000 shares, totaling 661.2 million [1] - Zhongguang Fanglei (300414) closed at 16.03, up 11.40% with a trading volume of 874,900 shares, totaling 1.408 billion [1] - Daijia Photon (688313) closed at 66.88, increasing by 10.00% with a trading volume of 393,800 shares, totaling 2.460 billion [1] - Changxin Bochuang (300548) closed at 92.34, up 9.80% with a trading volume of 323,500 shares, totaling 2.922 billion [1] - Zhongji Xuchuang (300308) closed at 209.93, increasing by 9.41% with a trading volume of 584,400 shares, totaling 12.1 billion [1] - Changfei Fiber (601869) closed at 44.20, up 9.41% with a trading volume of 200,900 shares, totaling 850 million [1] - Xinyi Sheng (300502) closed at 193.39, increasing by 8.77% with a trading volume of 775,900 shares, totaling 14.504 billion [1] - Dingtong Technology (688668) closed at 88.70, up 8.57% with a trading volume of 108,100 shares, totaling 929 million [1] - Feiling Kone (301191) closed at 92.94, increasing by 8.08% with a trading volume of 74,400 shares, totaling 669 million [1] Group 3: Capital Flow - The communication equipment sector saw a net inflow of 664 million from main funds, while retail funds experienced a net inflow of 475 million [1] - The sector faced a net outflow of 1.139 billion from speculative funds [1]

Group 1 - The A-share market showed strength on July 29, with the ChiNext Index rising by 1.28% and the Tianhong ChiNext ETF (159977) increasing by 1.18%, with a trading volume exceeding 31 million yuan [1] - Over the past 30 trading days, the Tianhong ChiNext ETF has accumulated a gain of over 15% [1] - As of July 28, the latest circulating scale of the Tianhong ChiNext ETF is 8.724 billion yuan, closely tracking the ChiNext Index, which consists of 100 representative companies in the ChiNext market [3] Group 2 - Notable stocks within the ChiNext Index include Tianfu Communication, which rose over 12%, along with other stocks like Zhongji Xuchuang, Taige Pharmaceutical, and Xinyisheng [2] - The current market structure is shifting from a "barbell strategy" to "middle assets," with the technology and innovation sectors, represented by the ChiNext Index and the Sci-Tech 50, experiencing a cyclical turning point [3] - The first quarter profit growth rate of the ChiNext Index reached 19%, highlighting its profitability advantage among broad-based indices [3] Group 3 - The 2025 World Artificial Intelligence Conference is expected to catalyze new products and demands in the domestic AI industry chain, focusing on ten major sectors including AI infrastructure and intelligent terminals [4] - The AI industry chain in China is entering a phase of large-scale demonstration applications, with intelligent computing power expected to double by 2026, reaching a market size of approximately 33.7 billion USD [4] - Benefiting from the trends of inclusivity and intelligent equality, sectors such as scientific research, intelligent driving, and fintech are anticipated to gain from the widespread adoption of AI applications [4]

Group 1 - A-shares showed mixed performance on July 29, with active sectors including CRO, optical modules, optical chips, and innovative drugs [1] - The cloud computing 50 ETF (516630) rose over 1%, with leading stocks including Guotou Intelligent (300188), Hengsheng Electronics (600570), Zhongji Xuchuang (300308), Xinyi Sheng (300502), Wanxing Technology (300624), and Yonyou Network (600588) [1] - CITIC Securities reported that by Q2 2025, the market value of public fund holdings in the telecommunications sector reached 101.75 billion yuan, accounting for 3.90%, a record high [1] Group 2 - In Q2 2025, public funds significantly increased their holdings in the optical module/device sector while reducing positions in IDC and telecom operators [2] - The top ten stocks with increased holdings in the telecommunications sector included Xinyi Sheng, Zhongji Xuchuang, Changxin Bochuang, Shijia Photon, and Huace Navigation [2] - The cloud computing 50 ETF (516630) tracks an index with a high AI computing power content, covering popular concepts such as optical modules, computing leasing, data centers, AI servers, and liquid cooling [2]