Group 1: Computing Power - Several CPO concept listed companies have reported significant growth in performance, with Nvidia's Q2 2026 revenue reaching $46.74 billion, a 56% year-on-year increase, and net profit of $26.42 billion, up 59% [1] - Zhongji Xuchuang's semi-annual report for 2025 shows a net profit of 3.995 billion yuan, a 69.4% increase year-on-year [1] - Goldman Sachs raised the 12-month target price for Zhongji Xuchuang to 392 yuan and for Xinyisheng to 398 yuan [1] - Tianfu Communication reported a net profit of 899 million yuan for the first half of the year, a 37% increase year-on-year [1] - The global computing power market remains strong, with IDC predicting the AI server market will reach $222.7 billion by 2028, with generative AI servers' market share increasing from 29.6% in 2025 to 37.7% in 2028 [1] Group 2: Optical Communication - Chinese researchers have developed the world's first adaptive, full-band, high-speed wireless communication chip based on optoelectronic integration technology, achieving transmission speeds over 120 Gbps [2] - This innovation addresses the limitations of traditional electronic devices and meets the peak rate requirements for 6G communication, paving the way for efficient development of high-frequency spectrum resources [2] - The breakthrough is expected to drive upgrades in key components such as broadband antennas and optoelectronic integrated modules, leading to a comprehensive transformation across the industry [2] Group 3: Brain-Computer Interface - A clinical trial has successfully utilized a brain-computer interface for precise tumor boundary localization during surgery, marking a significant advancement in the field [3] - This technology provides real-time, high-precision navigation for neurosurgery, potentially improving patient outcomes and quality of life [3] - The brain-computer interface market is projected to exceed $100 billion globally by 2030, with the medical application sector expected to reach $40 billion [3] Group 4: Real Estate - The Central Committee of the Communist Party of China and the State Council have released an opinion on promoting high-quality urban development, aiming for significant progress by 2030 [4] - The document emphasizes the need for policy improvements to support urban quality development, with a focus on innovation-driven, demand-led, and green low-carbon urban development models [4] - The urbanization rate in China is expected to rise to 67% in 2024, transitioning from rapid growth to stable development, with an emphasis on urban renewal [4] Group 5: Macro and Industry News - The Central Huijin Investment has increased its holdings in ETFs related to liquor and chemicals in the first half of the year [5]

Group 1 - Overseas institutions conducted research on 201 listed companies in the past 10 days, with Tianfu Communication being the most focused, receiving attention from 59 overseas institutions [1] - A total of 496 companies were researched by institutions, with securities companies conducting research on 482 companies, accounting for the majority [1] - The average stock price of companies receiving overseas institutional research increased by 9.99% over the past 10 days, with Cambridge Technology showing the highest increase of 77.85% [1] Group 2 - Among the companies that received attention from overseas institutions, 162 reported mid-term performance, with Suotong Development and Xinyi Technology showing significant net profit growth [1] - Six companies issued mid-term performance forecasts, with four expecting profit increases and two expecting decreases; the highest forecasted net profit growth was from Narui Radar at 860% year-on-year [1] Group 3 - The stock price performance of companies receiving overseas institutional research varied, with 47 companies experiencing declines, the largest drop being 15.38% for Xingyun Co., Ltd [1][2] - The research highlighted various sectors, including communication, computer, automotive, and electronic industries, with notable performances from companies like Tianfu Communication and Xinyi Technology [1][2]

Group 1 - The Co-Packaged Optics (CPO) concept has seen a rise of 5.13%, ranking second among concept sectors, with 93 stocks increasing in value [1][2] - Notable stocks that reached their daily limit include Tianfu Communication with a 20% increase, and others like Lingyi IOT, Dongshan Precision, and Changfei Optical Fiber also hitting the limit [1] - The top gainers in the CPO sector include Changxin Bochuang, Dekeli, and Dongtianwei, with increases of 18.84%, 15.60%, and 15.38% respectively [1] Group 2 - The CPO sector attracted a net inflow of 7.443 billion yuan, with 61 stocks receiving net inflows, and 18 stocks exceeding 100 million yuan in net inflows [2] - Industrial Fulian led the net inflow with 1.226 billion yuan, followed by Xinyi Sheng, Dongshan Precision, and Tianfu Communication with net inflows of 1.053 billion yuan, 867 million yuan, and 700 million yuan respectively [2] - The top stocks by net inflow ratio include Changfei Optical Fiber, Woge Optoelectronics, and Tongyu Communication, with ratios of 28.85%, 22.87%, and 18.22% respectively [3] Group 3 - The stocks with the largest declines include Hezhuo Intelligent, Maixinlin, and Hangjin Technology, with decreases of 5.24%, 2.34%, and 2.01% respectively [1][8] - The overall market sentiment shows a mixed performance across various sectors, with some sectors like copper cable high-speed connections and F5G also showing positive movements [2]

Market Overview - The Shanghai Composite Index rose by 1.14% on August 28, with 22 out of 28 sectors experiencing gains, led by the communication and electronics sectors, which increased by 7.14% and 5.53% respectively [1] - The coal and agriculture sectors saw declines of 0.81% and 0.73% respectively [1] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 44.343 billion yuan, with five sectors seeing net inflows [1] - The electronics sector had the highest net inflow of 10.553 billion yuan, followed by the communication sector with a net inflow of 4.998 billion yuan [1] Communication Sector Performance - The communication sector increased by 7.14% with a total net inflow of 4.998 billion yuan, where 104 out of 125 stocks rose, including 5 that hit the daily limit [2] - The top three stocks by net inflow in the communication sector were ZTE Corporation with 1.352 billion yuan, followed by NewEase with 1.053 billion yuan, and Tianfu Communication with 700 million yuan [2] Communication Sector Fund Outflow - The communication sector also had stocks with significant net outflows, with Data Port leading at 205.516 million yuan, followed by Yiyuan Communication and Yongding Co. with outflows of 165.283 million yuan and 162.087 million yuan respectively [3]

Market Commentary - The market experienced significant volatility on August 28, with the Shanghai Composite Index rising by 1.14% and the ChiNext Index increasing by 3.82%, reaching a new high for this round [3] - The total trading volume for the A-share market remained high at 3 trillion, slightly down from the previous day, indicating strong trading activity [4] - There was a clear sector divergence, with telecommunications (up 7.14%), electronics (up 5.53%), and defense industry (up 2.29%) leading the gains, while coal (down 0.47%), agriculture (down 0.73%), and textiles (down 0.81%) lagged [3][4] Investor Sentiment - Investor sentiment remains optimistic, with a consensus that the market has upward momentum despite recent declines [4] - The total margin financing balance has increased to 2.21 trillion, marking a nearly 10-year high, reflecting strong investor confidence [4] Performance of Computing Power Stocks - Computing power stocks reported strong earnings, with significant revenue and profit growth, aligning with institutional investor preferences [5] - Notable performances include Cambrian's revenue growth of 4347.8% year-on-year, turning a loss of 530 million to a profit of 1.04 billion [5] - Other companies like New Yisheng and Zhongji Xuchuang also reported impressive revenue growth rates of 282.6% and 37.0%, respectively, with corresponding profit growth rates of 355.7% and 69.4% [5] Investment Strategy - The report emphasizes focusing on high elasticity growth technology sectors, including AI, computing power, robotics, and military industry, which are expected to perform well in a bullish market [6] - The second investment focus is on sectors with strong support or exceeding performance expectations, such as rare earth permanent magnets, precious metals, and engineering machinery [9] - The third focus is on the real estate sector, which is expected to stabilize, with ongoing policy support likely to lead to valuation recovery [9]

新易盛8月28日大宗交易平台出现一笔成交，成交量5.20万股，成交金额1845.74万元，大宗交易成交价 为354.95元。该笔交易的买卖双方均为机构专用席位。 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为2.16亿元。 证券时报·数据宝统计显示，新易盛今日收盘价为354.95元，上涨15.12%，日换手率为8.25%，成交额为 240.00亿元，全天主力资金净流入10.53亿元，近5日该股累计上涨37.65%，近5日资金合计净流出7.97亿 元。 两融数据显示，该股最新融资余额为100.72亿元，近5日增加8.49亿元，增幅为9.20%。（数据宝） 8月28日新易盛大宗交易一览 （文章来源：证券时报网） | 成交量（万 | 成交金额（万 | 成交价格 | 相对当日收盘折溢价 | 买方营业 | 卖方营业 | | --- | --- | --- | --- | --- | --- | | 股） | 元） | （元） | （%） | 部 | 部 | | 5.20 | 1845.74 | 354.95 | 0.00 | 机构专用 | 机构专用 | 注：本文系新闻报道，不构成投资建议，股市有风险，投 ...

Group 1 - The CPO (Co-packaged Optics) sector is experiencing significant growth due to the explosion in AI computing demand, accelerated technological iteration, policy support, and better-than-expected corporate performance [2][3][4] - CPO technology reduces power consumption by 50% and supports high-speed transmission of 1.6T and above, making it a core solution for short-distance interconnection in data centers [2][3] - Major companies like Nvidia and Google are planning to deploy 800G optical modules, with global demand expected to reach 18-22 million units by 2025, representing a year-on-year increase of over 300% [2][3] Group 2 - Investment strategies in the CPO sector include holding leading stocks with real technological capabilities and investing in CPO-themed funds [3][5] - The CPO sector is characterized by high volatility, and investors are advised to maintain core positions while making flexible adjustments [5][6] - The importance of continuous learning and adapting to market changes is emphasized, especially in rapidly evolving fields like CPO technology [8]

Market Performance - On August 28, the communication equipment sector rose by 8.82%, with DingTong Technology leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Top Gainers in Communication Equipment Sector - DingTong Technology (688668) closed at 127.36, up 20.00% with a trading volume of 152,500 shares [1] - Tianfu Communication (300394) closed at 180.01, up 20.00% with a trading volume of 665,700 shares [1] - Changxin Bochuang (300548) closed at 160.04, up 18.84% with a trading volume of 324,200 shares [1] - Other notable gainers include Dekeli (688205) at 116.77 (+15.60%), Xinyi Sheng (300502) at 354.95 (+15.12%), and Guangku Technology (300620) at 101.01 (+12.21%) [1] Market Capital Flow - The communication equipment sector saw a net inflow of 4.635 billion yuan from institutional investors, while retail investors experienced a net outflow of 1.494 billion yuan [2] - The overall market showed a mixed trend with significant inflows into leading stocks and outflows from others [2] Individual Stock Fund Flow - ZTE Corporation (000063) had a net inflow of 1.133 billion yuan from institutional investors, while retail investors saw a net outflow of 668 million yuan [3] - Xinyi Sheng (300502) recorded a net inflow of 1.08 billion yuan from institutional investors, with retail investors experiencing a net outflow of 642 million yuan [3] - Tianfu Communication (300394) had a net inflow of 669 million yuan from institutional investors, while retail investors faced a net outflow of 374 million yuan [3]

Market Overview - On August 28, the A-share market closed with the Shanghai Composite Index at 3843.6, up 1.14%, and the Shenzhen Component Index at 12571.37, up 2.25% [1] Top Performing Stocks - Among the top 10 stocks in the ChiNext board by trading volume, 9 stocks rose with an average increase of 9.02%. Xinyi Technology (300502) led with a trading volume of 240.0 billion yuan and a price increase of 15.12% [1][2] - The top 10 stocks also showed that 5 had net inflows of main funds, indicating strong investor interest [1] Fund Flow and ETF Performance - Food and Beverage ETF (Product Code: 515170) saw a recent increase in shares by 1.4 million, with a net outflow of 8.0785 million yuan [5] - Gaming ETF (Product Code: 159869) increased by 6.1 million shares, with a net outflow of 8.1436 million yuan [5] - Semiconductor ETF (Product Code: 588170) increased by 1.2 million shares, with a net outflow of 1.0921 million yuan [5] - Cloud Computing 50 ETF (Product Code: 516630) increased by 700,000 shares, with a net inflow of 174.9 thousand yuan [6]

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月28日｜A股创业板指尾盘涨超3%，沪指涨0.8%，深证成指涨1.7%。创业板指成分股中，天孚 通信、胜宏科技20CM涨停，新易盛(300502)涨超12%，中际旭创(300308)涨近10%。 (责任编辑：宋政 HN002) ...