| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002792 | 通宇通讯 | 21.62 | 10.03% | 57.63万 | 12.07亿 | | 301205 | 联特科技 | 134.73 | 9.98% | 19.61万 | 25.07亿 | | 300570 | 太辰光 | 107.50 | 7.51% | 39.53万 | 42.45 Z | | 300638 | 广和通 | 26.28 | 7.09% | 52.60万 | 13.86亿 | | 603083 | 剑桥科技 | 110.14 | 5.95% | 58.95万 | 66.09亿 | | 300620 | 光库科技 | 157.91 | 4.82% | 41.66万 | 66.13亿 | | 300134 | 大富科技 | 12.58 | 4.40% | 33.44万 | 4.17亿 | | 688418 | 農有科技 | 30.34 | 4.23% | 7.52万 | 2.25亿 | | 000070 | 特发信息 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | | 2025-11-27 | 300502 | 新易盛 | 266.00 | 1.98 | 526.68 | 五矿证券有限公司 | 金融街证券股份有 | | | | | | | | 杭州中山北路证券 | 限公司杭州富春路 | | | | | | | | 营业部 | 证券营业部 | 11月27日，新易盛大宗交易成交1.98万股，成交额526.68万元，占当日总成交额的0.02%，成交价266元，较市场收盘价340.8 元折价21.95%。 ...

行在上周五暴跌后，本周只能初步看做超跌反弹，四个交易日也就周二放了量-还不到1.9万亿。昨天光模块、pcb大涨，但量能却 萎缩了，今天科技股继续冲高，新易盛一度涨超10%，连续三个交易日大涨，资金减仓也很正常。 本轮全球股市下跌的最直接动力是大资金年底获利了结，催化剂是美联储官员鹰派表态打击降息预期和市场对AI泡沫的担忧加 剧，本周反弹则是美联储官员放鸽以及谷歌gemini3给AI续命推动的。但不管怎么说，资金获利了结的动力还是很强，周末看到一 些机构交流纪要，都表示跌了会买、但涨了也会卖，所以我们也不应该跌了就悲观、涨了就乐观，避免追涨杀跌，如果大家在上 周五的暴跌中扛下来，到今天也都收复了。 具体来看今天的重磅消息： 今天盘前有报道称中际旭创、新易盛、华虹半导体等8家中国企业被计划列入1260H清单，机构对此及时做了解读，新易盛 低开后冲高，盘中一度涨超10%，午盘随着大盘跳水。 多只科创创业人工智能ETF将在明天开始募集，我查了一下这批etf所跟踪的指数，仅中际旭创、新易盛、寒武纪接近一半的 权重。 | 名派 | 泉集起始日 | | --- | --- | | 景顺长城中证科创创业人工智能ETF | 2 ...

今天，A股三大指数涨跌不一。 截至收盘，上证指数下跌0.15%，深证成指、创业板指数分别上涨1.02%、2.14%。 沪深两市成交额17833亿元，较昨日小幅缩量288亿元。 在连续两天的情绪修复后，今天个股出现明显分化，下跌个股相比前两日明显增多，整个市场共有 3593只个股下跌。 大市方面，继上周五的大幅调整后，市场已反弹3天。从历次行情来看，以标志性K线宣布中期震 荡回调之后，若市场出现2-3天的反弹，此时应注意是否变盘。 尽管如此，达哥认为，当前的反弹时间略有不足，后市需注意上证指数上周五的跳空缺口能否回 补。 由于市场成交回到2万亿元之下，这意味着即便反弹，在速率上可能也不会那么快。同时，在个股 走势普遍修复之后，更应注重节奏的把握。 此时，最忌讳的是追涨杀跌，尤其是在没有持续性及没有资金大幅关照的板块。 比如，今天成交额排名前20的个股，超过一半的个股都收出了中大阳线。大成交个股吸金，在当前 市场缩量的背景下，连续上涨的可能性不会太高。 板块方面，今天AI硬件崛起，核心股全线大涨，如中际旭创(300308)、新易盛(300502)、天孚通信 (300394)、工业富联(601138)、寒武纪、海光 ...

Core Insights - The AI computing hardware market remains active, with significant movements in related ETFs, particularly the 5G Communication ETF and the Huaxia Entrepreneurial AI ETF, which saw intraday gains exceeding 3% [1] - Google's recent launch of the Gemini large model showcases impressive performance improvements, utilizing the seventh-generation TPU, Ironwood, which offers four times the performance of its predecessor [1][2] - The Gemini model's success is expected to drive increased investments in AI computing capabilities across various companies, with a goal of achieving a 1000-fold increase in AI computing power over the next 4-5 years [2] ETF Overview - The Huaxia Entrepreneurial AI ETF (159381) tracks the Entrepreneurial AI Index and has a significant allocation to CPO technology, with over 54% weight in optical modules, and includes major companies like Zhongji Xuchuang and Xinyi Sheng [3] - The 5G Communication ETF (515050) focuses on the 5G communication theme and has a total scale exceeding 9 billion, with key holdings in companies such as Nvidia, Google, and Apple [3]

Core Viewpoint - The data indicates significant capital inflow into specific stocks, highlighting investor interest in technology and financial sectors [1] Group 1: Capital Inflow - The top stock with capital inflow is ZTE Corporation, attracting 862 million yuan [1] - Industrial Fulian follows with an inflow of 713 million yuan [1] - Other notable stocks include Furi Electronics with 446 million yuan and Chipone Technology with 440 million yuan [1] Group 2: Additional Stocks - Annie Technology received 362 million yuan, while Taicheng Light garnered 358 million yuan [1] - Shannon Semiconductor attracted 340 million yuan, and Electronic Science and Technology received 285 million yuan [1] - Other companies with significant inflows include兆易创新 (GigaDevice) with 284 million yuan and NewEase with 284 million yuan [1] Group 3: Financial Institutions - Agricultural Bank of China saw an inflow of 270 million yuan [1] - Cambridge Technology attracted 267 million yuan, while Saiwei Electronics received 234 million yuan [1] - Penghui Energy and Lanke Technology had inflows of 229 million yuan and 228 million yuan respectively [1]

Market Overview - The A-share market showed a mixed performance with the Shanghai Composite Index rising by 0.49% to 3883.01, while the Shenzhen Component Index increased by 0.38% to 12956.99, and the ChiNext Index rose by 0.56% to 3061.79, with a total market turnover of 1.1 trillion [1][2]. Sector Performance - The organic silicon, consumer electronics, and battery sectors led the gains, while the Hainan and film industry sectors experienced declines [2]. Semiconductor Sector - Semiconductor stocks performed strongly, with CPO concept stocks remaining active. Notable gains included Saiwei Electronics reaching a historical high with an increase of over 18%, and other companies like Xidi and Deke Chip also showing significant increases [4]. - Google is accelerating the commercialization of its self-developed AI chip TPU, which may disrupt the GPU market dominated by Nvidia if partnerships with major tech companies materialize [4]. - Huatai Securities highlighted that multi-chip interconnection is key for AI computing power expansion, with CPO technology potentially becoming a critical path for overcoming computing power bottlenecks by 2027 [4]. - Northeast Securities noted an increase in the demand for optical modules, with a positive outlook for next year's orders, indicating a supply-demand imbalance that will likely sustain industry growth [4].

Core Viewpoint - The article discusses the potential inclusion of eight Chinese companies in the 1260H list, which could impact their collaboration with the U.S. Department of Defense, although the immediate market reaction appears to be rational and unaffected by the news [2][3][4][7]. Group 1: News Context - The news regarding the 1260H list is not old; it was first reported despite the letter's date being October 7 [3]. - The Pentagon has identified Alibaba Group, Baidu, and BYD as companies that may assist the Chinese military, but no new developments have been reported since the initial claim [4]. - The Deputy Secretary of Defense, Stephen Feinberg, mentioned that five additional companies are also under consideration for inclusion, indicating that the list is not finalized [4]. Group 2: Impact on Companies - The core impact of the 1260H list is to restrict companies on the list from collaborating with the U.S. Department of Defense, but it does not directly prohibit partnerships with U.S. commercial firms, although it may create indirect obstacles [4]. - The market response to the news has been measured, as companies like Xuchuang and Xinyi Sheng did not show significant negative impact following the announcement [7]. Group 3: Industry Demand Forecast - According to GFHK's latest data, NVIDIA is expected to require 20 million 1.6T optical modules next year, while Google will need 12 million, raising questions about supply if companies like Zhongji Xuchuang and Xinyi Sheng are affected [4]. - The demand forecast for optical modules shows a significant increase, with shipments projected to rise from 2 million in 2023 to 43 million by 2026 for 800G modules [5].

Core Viewpoint - The article discusses the performance of the A-share market, highlighting the fluctuations in major indices and sector performances, particularly in consumer electronics and HBM concepts, while noting the decline in AI applications and certain real estate stocks [3]. Market Performance - As of the midday session, the Shanghai Composite Index rose by 0.49%, the Shenzhen Component Index increased by 0.38%, and the ChiNext Index initially surged over 2% before settling at a 0.56% gain [3]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.09 trillion yuan, a decrease of 466 billion yuan compared to the previous trading day, with over 3,300 stocks rising [4]. Sector Highlights - The consumer electronics sector saw a rise of 2.28%, while the HBM concept led the gains with a 2.62% increase [4]. - The solid-state battery concept also performed well, contributing to the overall positive sentiment in the market [3]. - The AI application sector continued to show weakness, indicating potential challenges in this area [3]. Notable Stocks - In the pork concept sector, stocks like Jin Xin Nong and Tian Yu Bio experienced significant gains, with Jin Xin Nong hitting the daily limit [5]. - Semiconductor stocks such as Huahong Semiconductor and SMIC saw increases of over 5% and 3%, respectively, reflecting strong performance in the tech sector [6]. - New Energy and AI concept stocks also showed strength, with New Yi Sheng rising by 7% and Yangguang Electric Power increasing by nearly 5% [7]. Additional Market Insights - The Hong Kong stock market opened with a slight increase, with the Hang Seng Technology Index expanding its gains [12]. - The People's Bank of China conducted a reverse repurchase operation of 356.4 billion yuan at an interest rate of 1.40%, indicating ongoing liquidity management [13]. - The Chinese yuan appreciated against the US dollar, reaching its highest level since October 2024 [14].

早上开盘前，大家应该都看到关于中国8家中国企业被计划列入1260H清单的消息了，我找了一下消息的源头，是彭博早上发的这个： 关于这个新 闻，说几点： 1、这不是老新闻，这是很多辟谣不对的地方，虽然新闻中写的是10月7号的信件，但却是第一次被爆出来 2、根据新闻的内容，目前还不清楚这些公司是否被列入了1260H名单 3、五角大楼认定阿里巴巴集团控股有限公司、百度公司和比亚迪股份有限公司应被列入协助中国军方的公司名单中，这一结论是在两国元首会晤的前 三周左右，但目前还没有看到新的进展 5、美国 1260H 清单核心影响是限制清单内企业与美国国防部的合作，它不会直接禁止企业与美国普通公司合作，但确实可能引发间接合作阻碍，但目 前看影响是比较小的。至于很多投资者关心的光模块企业，根据GFHK最新更新的数据，预期 明年英伟达需要2000w个1.6T，谷歌需要1200w个1.6T ， 如果没有了中际旭创和新易盛，他们的服务器用啥连接？ | | | | 800G/1.6T optical module demand forecast by customer | | | | | | | | --- | --- | --- | ...