Group 1: Apple Product Launch - Apple held its major product launch event themed "Forward to the Future," introducing new AirPods, Apple Watch, and the iPhone Air, which is touted as the "thinnest iPhone ever" [1] Group 2: Nvidia's New Chip Release - Nvidia released the new Rubin CPX chip system, designed for AI video generation and large-scale context processing tasks, boasting AI performance over twice that of the Vera Rubin NVL144 platform and 7.5 times that of the GB300 NVL72 system [1] Group 3: AI ETF Performance - As of September 10, 2025, the CSI Artificial Intelligence Industry Index rose by 3.72%, with notable gains from stocks like Zhongji Xuchuang (up 8.16%) and Data Port (up 7.55%) [2] - The AI ETF (515980) increased by 3.63%, with a cumulative rise of 33.33% over the past month [2] Group 4: AI ETF Liquidity and Scale - The AI ETF experienced a turnover of 10.26% during trading, with a transaction volume of 668 million yuan, indicating active market participation [4] - The latest scale of the AI ETF reached 6.339 billion yuan, with net inflows totaling 1.789 billion yuan over the last ten trading days [4] Group 5: Policy Developments in AI - Hangzhou's draft action plan for accelerating the development of the AI terminal industry aims for a scale of 300 billion yuan by 2027, focusing on ten key areas including smart drones and robots [4] Group 6: Market Outlook for AI Industry - Analysts from CITIC Securities noted that the rapid iteration of AI technology and the growing demand for large model training and inference are driving new opportunities in computing infrastructure and cloud services [6] - Huatai Securities highlighted that the continuous iteration of AI large models is increasing demand for computing power, benefiting the underlying hardware supply chain [7] - Guotai Junan Securities indicated that with accelerated domestic computing power construction and increased policy support, leading companies in the AI industry chain are expected to see both performance and valuation improvements [7]

9月10日，此前经历多日回调的CPO板块迎来强势反弹，盘中表现活跃。 截至发稿，嘉元科技20CM涨停，万亿市值巨头工业富联强势涨停，最新市值为1.07万亿元；龙头股中 际旭创涨超7%，新易盛涨超6%，天孚通信涨近5%，板块人气显著回升。 | 代码 | 名称 | 现价 | 张跌 | 涨幅� | | --- | --- | --- | --- | --- | | 688388 | 嘉元科技 | 34.20 | | +5.70 +20.00% | | 300476 | 胜宏科技 | 294.82 | | +35.32 +13.66% | | 002384 | 东山精密 | 72.22 | | +6.57 +10.01% | | 601138 | 工业富联 | 53.67 | | +4.88 +10.00% | | 603228 | 景旺申子 | 57.00 | | +5.18 +10.00% | | 603328 | 依顿电子 | 11.90 | +1.08 | +9.98% | | 600103 | 青山纸业 | 3.45 | +0.31 | +9.87% | | 600601 | 方正科技 | 66"6 | + ...

创业板人工智能ETF华夏（159381）跟踪创业板人工智能指数（970070.CNI），精准布局AI产业链龙 头，聚焦高景气AI算力【光模块CPO权重占比超50%，其中前三大权重股为新易盛（20.3%）、中际旭 创（18.8%）、天孚通信（6.5%）】+AI中游软件+应用，高效地捕捉AI主题行情，目前该ETF场内综合 费率仅0.20%，位居同类最低。 9月10日，AI算力方向再度强势领涨市场，热门ETF中，同类费率最低的创业板人工智能ETF华夏 （159381）午盘一度涨超5%。截至13：16，权重股新易盛、中际旭创涨超9%，天孚通信涨超5%。 消息面上，甲骨文第一季度业绩公布，财报显示，公司截至第一财季末的"剩余履约义务"（即已签约但 未交付的合同收入）同比暴增359%，达到4550亿美元。这一数字远超市场预期。有分析指出，创纪录 的订单金额，不仅刷新了软件行业历史最高签约纪录，更标志着其商业模式正朝着数据中心运营商方向 进行根本性转型。尽管面临毛利率压力，但远期每股收益目标很可能实现大幅提升。 值得注意的是，近期花旗上调了中际旭创、新易盛、天孚通信的目标价，对这三家企业均维持 "买入 （Buy）" 评级， ...

Group 1 - The A-share market is experiencing a fluctuating upward trend, with the Shanghai Composite Index rising by 0.22% to close at 3815 points. The computer, electronics, and communication sectors are leading in gains, with the AI ETF (515070) increasing by over 4% during the day [1] - Recent favorable policies for China's artificial intelligence industry have been announced, including the "Artificial Intelligence Industry Innovation Development Action Plan" which aims to achieve a core industry scale exceeding 2 trillion yuan by 2027 and establish 20 national-level AI innovation application pilot zones [1] - Research from securities firms indicates that the AI industry is in a rapid development phase, with CITIC Securities noting accelerated iteration of AI technology and growing demand for large model training and inference, leading to new opportunities in computing infrastructure, cloud computing services, and data services [1] Group 2 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting component stocks that provide technology, basic resources, and application end stocks, focusing on the midstream and upstream of the AI industry chain [2] - The top ten weighted stocks in the AI ETF include leading domestic technology companies such as Zhongji Xuchuang, Xinyi Sheng, Cambricon Technologies, and others [2]

Core Insights - The AI Artificial Intelligence ETF (512930) has shown a strong performance, with a recent increase of 3.58% and a one-month cumulative rise of 26.46%, ranking in the top 25% among comparable funds [1][2] - The AI Artificial Intelligence Theme Index (930713) has also experienced a significant increase of 3.51%, with key constituent stocks such as Co-creation Data (300857) and Zhongji Xuchuang (300308) rising by 12.29% and 7.73% respectively [1][2] Performance Metrics - The AI Artificial Intelligence ETF has a management fee of 0.15% and a custody fee of 0.05%, which are the lowest among comparable funds [2] - The tracking error for the AI Artificial Intelligence ETF over the past month is 0.007%, indicating the highest tracking precision among similar funds [2] Fund Flow and Liquidity - The AI Artificial Intelligence ETF has seen a net inflow of 11.47 million yuan recently, with a total of 406.3 million yuan net inflow over the last ten trading days [1] - The ETF's trading volume has been robust, with an average daily transaction of 320 million yuan over the past week [1] Top Holdings - As of August 29, 2025, the top ten weighted stocks in the AI Artificial Intelligence Theme Index account for 60.82% of the index, with New Yi Sheng (300502) and Zhongji Xuchuang (300308) being the top two [2][4] - The top ten stocks include notable companies such as Cambricon (688256), iFlytek (002230), and Hikvision (002415) [4]

每经AI快讯，9月10日，A股新易盛成交额达200亿元，现涨8.78%。 （文章来源：每日经济新闻） ...

新易盛9月9日大宗交易平台共发生3笔成交，合计成交量23.43万股，成交金额7387.95万元。成交价格均 为315.32元。从参与大宗交易营业部来看，机构专用席位共出现在3笔成交的买方或卖方营业部中，合 计成交金额为7387.95万元。 进一步统计，近3个月内该股累计发生8笔大宗交易，合计成交金额为2.92亿元。 证券时报·数据宝统计显示，新易盛今日收盘价为315.32元，上涨0.26%，日换手率为5.99%，成交额为 166.05亿元，全天主力资金净流出5.51亿元，近5日该股累计下跌11.97%，近5日资金合计净流出38.34亿 元。 两融数据显示，该股最新融资余额为143.08亿元，近5日增加8.92亿元，增幅为6.65%。（数据宝） 9月9日新易盛大宗交易一览 | 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 | | 7.81 | 2462.65 | 315.32 | 0.00 | 机构专用 | 机构专用 | | ...

证券代码：300502 证券简称：新易盛 公告编号：2025-048 成都新易盛通信技术股份有限公司 关于 2024 年限制性股票激励计划预留授予第一期 归属结果暨股份上市的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示： 成都新易盛通信技术股份有限公司（以下简称"公司"）于 2025 年 8 月 25 日召开第五届董事会第九次会议、第五届监事会第九次会议，审议通过了《关于 2024 年限制性股票激励计划预留授予第一期归属条件成就的议案》。近日，公 司已在中国证券登记结算有限责任公司深圳分公司办理完成 2024 年限制性股票 激励计划（以下简称"本激励计划"）预留授予部分第一个归属期股份归属及上 市的相关手续，现对有关事项说明如下： 一、股权激励计划简述及已履行的相关审批程序 （一）限制性股票激励计划简述 公司于 2024 年 1 月 3 日召开第四届董事会第十六次会议和第四届监事会第 十六次会议，并于 2024 年 1 月 19 日公司召开 2024 年第一次临时股东大会，审 议通过了《2024 年限制性股票激励计划（草案）》（以下简称" ...

Core Viewpoint - The A-share market's technology sector is experiencing a surge, with NewEase (300502.SZ) becoming a focal point due to its impressive performance and stock price growth, alongside other leading companies in the optical module field [1] Financial Performance - In the first half of 2025, NewEase achieved a revenue of 10.437 billion yuan, marking a year-on-year increase of 282.64%, and net profit attributable to shareholders reached 3.942 billion yuan, up 355.68%, both hitting historical highs [4] - The core driver of this performance is the explosive demand for AI computing power, leading to an expansion in the optical module market [4] - The company's point-to-point optical module products generated a revenue of 10.409 billion yuan, with a year-on-year growth of 287.44%, and a gross margin of 47.48%, an increase of 4.12 percentage points from the previous year [4] Cash Flow Improvement - NewEase reported a net operating cash flow of 0.953 billion yuan in the first half of 2025, reflecting a year-on-year increase of 427.7%, indicating strong profitability quality [5] - The revenue and net profit for the first half of 2025 have already surpassed the total figures for the entire year of 2024, which were 8.647 billion yuan and 2.838 billion yuan, respectively [5] Shareholder Actions - Despite the strong performance, there have been significant share sell-offs by executives and shareholders, raising market concerns [5] - From May 8 to June 18, 2025, three executives collectively sold 99,400 shares for 10.5835 million yuan, part of a broader trend where executives have executed 42 sell-off operations since 2023 without any buybacks [5] - The actual controller, Gao Guangrong, has notably sold over 900 million yuan worth of shares since the lifting of lock-up restrictions in 2019, and faced regulatory scrutiny for violating transfer restrictions [5][6] - Other significant shareholders, including former actual controller Hu Xueming and controlling shareholder Han Yulan, have also participated in multiple sell-offs, with total proceeds exceeding 2 billion yuan from secondary market sales [6]

证券之星消息，9月8日通信设备板块较上一交易日下跌4.52%，新易盛领跌。当日上证指数报收于3826.84，上涨0.38%。深证成指报收于 12666.84，上涨0.61%。通信设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688418 | 農有科技 | 32.66 | 10.08% | 13.87万 | | 4.34 (Z | | 600105 | 永鼎股份 | 10.89 | 6.87% | 165.71万 | | 17.66亿 | | 688283 | 坤恒顺维 | 36.95 | 5.66% | 2.76万 | | 9974.52万 | | 300698 | 万马科技 | 45.83 | 3.83% | 8.22万 | | 3.75亿 | | 300555 | ST路道 | 10.68 | 3.59% | 5.40万 | | 5727.59万 | | 300689 | 澄天伟业 | 57.20 | 3.55% | 3.90万 | | 2.21亿 ...