炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 第1笔成交价格为73.26元，成交50.00万股，成交金额3,663.00万元，溢价率为-9.97%，买方营业部为机 构专用，卖方营业部为中信证券股份有限公司上海徐汇区漕溪北路证券营业部。 第2笔成交价格为73.26元，成交6.50万股，成交金额476.19万元，溢价率为-9.97%，买方营业部为机构 专用，卖方营业部为中信证券股份有限公司上海徐汇区漕溪北路证券营业部。 责任编辑：小浪快报 1月27日，润泽科技收跌2.26%，收盘价为81.37元，发生2笔大宗交易，合计成交量56.5万股，成交金额 4139.19万元。 进一步统计，近3个月内该股累计发生39笔大宗交易，合计成交金额为3.89亿元。该股近5个交易日累计 上涨7.90%，主力资金合计净流入9.15亿元。 ...

润泽科技1月27日大宗交易平台共发生2笔成交，合计成交量56.50万股，成交金额4139.19万元。成交价 格均为73.26元，相对今日收盘价折价9.97%。从参与大宗交易营业部来看，机构专用席位共出现在2笔 成交的买方或卖方营业部中，合计成交金额为4139.19万元，净买入4139.19万元。 进一步统计，近3个月内该股累计发生39笔大宗交易，合计成交金额为3.89亿元。 证券时报·数据宝统计显示，润泽科技今日收盘价为81.37元，下跌2.26%，日换手率为4.39%，成交额为 58.28亿元，全天主力资金净流出4.02亿元，近5日该股累计上涨7.90%，近5日资金合计净流入9.08亿 元。 两融数据显示，该股最新融资余额为34.10亿元，近5日增加5.64亿元，增幅为19.83%。 据天眼查APP显示，润泽智算科技集团股份有限公司成立于2007年06月27日，注册资本163434.3573万 人民币。（数据宝） 1月27日润泽科技大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | (万股/万份) | | | | | 2026-01-27 | 300442 | 润泽科技 | 73.26 | 50.00 | 3,663.0 机构专用 | | 中信证券股份有限 | | | | | | | | | 公司上海徐汇区清 | | | | | | | | | 溪北路证券营业部 | | 2026-01-27 | 300442 | 润泽科技 | 73.26 | 6.50 | 476.19 机构专用 | | 中信证券股份有限 | | | | | | | | | 公司上海徐汇区清 | | | | | | | | | 溪北路证券营业部 | 1月27日，润泽科技大宗交易成交56.5万股，成交额4139.19万元，占当日总成交额的0.71%，成交价 73.26元，较市场收盘价81.37元折价9.97%。 ...

润泽科技1月26日大宗交易平台共发生15笔成交，合计成交量302.02万股，成交金额2.21亿元。成交价格 均为73.26元，相对今日收盘价折价12.00%。从参与大宗交易营业部来看，机构专用席位共出现在14笔 成交的买方或卖方营业部中，合计成交金额为2.19亿元，净买入2.19亿元。 据天眼查APP显示，润泽智算科技集团股份有限公司成立于2007年06月27日，注册资本163434.3573万 人民币。（数据宝） 1月26日润泽科技大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 83.68 | 6130.40 | 73.26 | -12.00 | 机构专用 | 中信证券股份有限公司上海 | | | | | | | 徐汇区漕溪北路证券营业部 | | 68.24 | 4999.26 | 73.26 | -12.00 | 机构专用 | 中信证券股份有限公司上海 | | | | ...

Group 1 - The communication services sector increased by 0.57% on January 26, with Nanling Technology leading the gains [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] - Notable gainers in the communication services sector included Nanling Technology, which rose by 12.02% to a closing price of 28.33, and Guanghuan New Network, which increased by 8.16% to 15.64 [1] Group 2 - The communication services sector experienced a net inflow of 359 million yuan from institutional investors, while retail investors saw a net outflow of 321 million yuan [2] - Major stocks with significant net inflows included Runze Technology with 500 million yuan and Guanghuan New Network with 343 million yuan [3] - Conversely, stocks like Sanwei Communication and Putian Technology faced declines of 7.08% and 6.05%, respectively [2]

1月26日，润泽科技大宗交易成交302.02万股，成交额2.21亿元，占当日总成交额的2.65%，成交价73.26 元，较市场收盘价83.25元折价12%。 | | | | 成交价格 | 成交量 | 成交金额 | | | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | (元) | (万股/万份) | 买方营业部 (万元) | 卖方营业部 | | 2026-01-26 | 300442 | 润泽科技 | 73.26 | 68.24 | 4,999.2 机构专用 | 中信证券股份有限 | | | | | | | | 公司上海徐汇区清 | | | | | | | | 溪北路证券营业部 | | 2026-01-26 | 300442 | 润泽科技 | 73.26 | 3.40 | 249.08 机构专用 | 中信证券股份有限 | | | | | | | | 公司上海徐汇区清 | | | | | | | | 溪北路正寿营业部 | | 2026-01-26 | 300442 | 润泽科技 | 73.26 | 83.68 | 6,130.4 ...

Core Viewpoint - The AI computing power sector is experiencing fluctuations, with significant capital inflow and positive performance from key stocks in the cloud computing ETF Huatai (159273) [1][3] Group 1: Market Performance - The cloud computing ETF Huatai (159273) saw a slight increase of 0.14%, with a trading volume of 30 million yuan, surpassing the total from the previous Friday [1] - In the past 10 days, the sector has attracted over 120 million yuan in capital [1] - Notable stock performances include NetEase Technology rising over 13%, Yuke Technology-W increasing over 7%, and Runze Technology up over 3% [3] Group 2: Analyst Insights - CITIC Securities predicts that the computing power sector will continue to grow in 2025 due to ongoing capital expenditures (Capex) from major cloud service providers (CSPs), increasing token demand, and enhanced product capabilities [3][4] - The outlook for 2026 suggests sustained growth in computing power and a pivotal opportunity for AI applications [4] Group 3: AI Industry Trends - The AI industry is evolving, with continuous model optimization and a shift towards practical business models [5] - From 2024 Q1, major cloud service providers like Google, Microsoft, and Amazon have maintained over 20% year-on-year revenue growth for seven consecutive quarters, indicating robust profitability in data centers [7] - The total Capex for the four major CSPs in North America reached $112.43 billion in Q3 2025, reflecting a year-on-year increase of 76.9% and a quarter-on-quarter increase of 18.3% [7] Group 4: Light Counting Projections - Light Counting forecasts that sales of optical modules (including AOC) will exceed $23 billion in 2025, a 50% increase from 2024, with Ethernet optical modules expected to reach $17 billion, a 60% increase year-on-year [9] - The demand for 1.6T optical modules is projected to accelerate in 2026-2027, while the growth rate for 800G modules is expected to slow down [9]

Group 1 - The core viewpoint of the article highlights a strong performance in the computing power concept stocks on January 26, with several companies experiencing significant gains [1][2] - Companies such as Youke De and Dawi Technology reached their daily limit up, indicating a robust market response [1][2] - Other companies like Guanghuan Xinwang and Shoudu Online saw increases of over 10%, reflecting a broader positive trend in the sector [1][2] Group 2 - Additional companies including Runze Technology, Aofei Data, and Data Port also experienced upward movement, contributing to the overall strength of the computing power sector [1][2]

Group 1 - The core viewpoint of the article highlights the significant stock price increases of several technology companies, including UCloud and Dawei Technology, which both reached their daily limit up, while Capital Online rose over 10% [1] - Other companies such as Guanghuan Xinnet, Runze Technology, Aofei Data, and Data Port also experienced stock price increases, indicating a positive trend in the technology sector [1]

进一步统计，近3个月内该股累计发生22笔大宗交易，合计成交金额为1.27亿元。 润泽科技1月23日大宗交易平台共发生7笔成交，合计成交量41.98万股，成交金额2993.17万元。成交价 格均为71.30元，相对今日收盘价折价8.96%。从参与大宗交易营业部来看，机构专用席位共出现在7笔 成交的买方或卖方营业部中，合计成交金额为2993.17万元，净买入2993.17万元。 证券时报·数据宝统计显示，润泽科技今日收盘价为78.32元，上涨0.36%，日换手率为4.40%，成交额为 56.43亿元，全天主力资金净流出993.52万元，近5日该股累计下跌1.07%，近5日资金合计净流出2.93亿 元。 两融数据显示，该股最新融资余额为32.95亿元，近5日增加9828.22万元，增幅为3.07%。 （文章来源：证券时报网） 据天眼查APP显示，润泽智算科技集团股份有限公司成立于2007年06月27日，注册资本163434.3573万 人民币。（数据宝） 1月23日润泽科技大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营 | 卖方营业部 | | --- | --- | --- | ...