13日早盘，资金拥抱AI牛市，光模块等AI硬件端持续逼空，光模块含量超41%的创业板人工智能继续上 涨创新高！截至发稿，新易盛大涨超14%再创上市新高，中际旭创、天孚通信猛涨超5%，光库科技斩 获两个20CM涨停，首都在线、长芯博创、太辰光、联特科技、铜牛信息等多股跟涨超3%。 热门ETF方面，同标的指数规模最大、流动性突出的创业板人工智能ETF（159363）场内涨幅持续扩大 超5%，大幅领跑同类AI主题ETF，实时成交额快速放量超3亿元！ 行情复盘看，本轮AI行情以光模块为代表的上游算力硬件显著领涨，聚焦AI算力的创业板人工智能近 期频繁突破，年内以来累计上涨近35%，明显跑赢中证人工智能、CS人工智、科创AI等同类AI指数。 | 序号 | 证券代码 | 证券简称 | 区间涨跌幅 | 年化波动率 | | | --- | --- | --- | --- | --- | --- | | | | | [×间首日] 2025-1-1 [×同居日] 2025-8-12 | [起始交易日期] 2025-1-1 [截止交易日期] 2025-8-12 | | | | | | [南国 %1 | [周期] 周 | | | | ...

13 August 2025 | 7:16AM CST Eoptolink (300502.SZ): Robust transceiver demand trend with better shipment visibility; Buy We are incrementally more positive on Eoptolink's shipment outlook as some of the tariff overhangs have been gradually removed, including 1) reciprocal tariffs on Thailand (where a major Eoptolink production plant is based) have been released and continued tariff exemptions on optical transceivers; 2) initial info on Section 232 tariffs on semiconductors appear to have limiteded impact on ...

8月12日，科技股迎来大反弹，科创芯片ETF领跑同类ETF。除了科技股领涨外，金融股盘中也有多次 拉升，尾盘时券商股出现拉涨。 在"科技+金融"主题的带动下，沪指盘中逼近去年"924"行情的高点，最终站上3665点。与此同时，全市 场规模最大的科创50ETF当日成交额达到55亿元，位居所有股票型ETF之首，多只中证A500ETF成交额 也居前。 目前，沪指距离去年前高仅"一步之遥"。受访者表示，若沪指短期想要突破前高，需要大盘股和成长股 共同发力，尤其是沪深300等代表大盘权重股的宽基指数。目前沪深300指数市盈率较低，仍有较大上涨 空间。 芯片ETF爆发 Wind数据显示，截至8月12日收盘，国内芯片龙头企业寒武纪放量涨停，以151.26亿元的成交额排名全 市场第一；AI算力龙头企业新易盛以104.03亿元的成交额位居第二；光模块龙头企业中际旭创以95.34 亿元的成交额排在第三。芯片、算力股的爆发，带动了整个科技板块的反弹。科技股大涨的同时，银 行、券商等金融股也有异动，盘中多次出现拉升，多只券商股在尾盘拉涨。 ETF方面，科创芯片ETF最大涨幅为4.37%，领涨全市场，多只科创芯片、人工智能主题ETF当 ...

Market Overview - The market continues its upward trend with all three major indices reaching new highs for the year, with the Shanghai Composite Index achieving a seven-day winning streak and peaking at 3669.04 points [1] - A-shares saw a total trading volume of 1.91 trillion yuan, marking a significant increase in market activity over the past two days [1] Technology Sector - The technology growth sector is thriving, with significant gains in various ETFs, particularly those focused on AI and hard technology [1] - The AI sector is highlighted as a key focus, with stocks like Cambricon Technologies hitting the daily limit and achieving historical highs in trading volume and price [1] - The Huabao Entrepreneurial AI ETF (159363) surged by 3.03%, reaching a new listing high, reflecting strong investor interest [1][4] Financial Sector - The financial sector is also performing well, with brokerage stocks leading the charge, as evidenced by Guosheng Financial Holdings hitting the daily limit [2] - The top-performing brokerage ETF (512000) experienced high-frequency premiums, indicating strong market confidence [2] - Bank stocks are recovering, with Agricultural Bank of China achieving new highs for six consecutive days [2] AI and Cloud Computing - Positive news in the AI sector includes Huawei's announcement of a breakthrough in AI inference technology, which is expected to accelerate AI application growth [6][13] - The capital expenditure of major cloud companies is projected to exceed $330 billion by 2025, indicating robust growth in the AI and cloud computing sectors [6] - The entrepreneurial AI index has seen a cumulative increase of nearly 35% this year, outperforming other AI indices [6] Investment Opportunities - Analysts recommend focusing on the "AI main line" investment opportunities, particularly in the AI application and computing power sectors [8] - The domestic semiconductor industry is expected to benefit from increased demand for AI chips, driven by the need for domestic alternatives amid rising geopolitical tensions [13][14] - The medical sector is also gaining traction, with significant interest in brain-computer interface technologies and related stocks [15][17] ETF Performance - The Huabao Entrepreneurial AI ETF (159363) has become the largest in its category, with a trading volume of 2.67 billion yuan, reflecting high market activity [4][18] - The Huabao Sci-Tech AI ETF (589520) also performed well, with a peak increase of 3.12% during trading [9][14] Key Developments - The upcoming release of DeepSeek-R2 is generating excitement in the market, with expectations of significant advancements in AI capabilities [11] - The Ministry of Industry and Information Technology has outlined plans to promote the development of brain-computer interface technologies, indicating a growing focus on this innovative sector [17]

Core Viewpoint - The A-share market has shown a strong performance recently, with the financing balance exceeding 2 trillion yuan for the first time since July 2015, reaching 20,122 billion yuan as of August 11, 2023, indicating a significant increase in market activity and investor confidence [2][6]. Financing Overview - As of August 11, 2023, the financing balance in the A-share market reached 20,122 billion yuan, marking a 168.41 billion yuan increase from the previous trading day [2][6]. - The financing balance peaked at 22,666 billion yuan on June 18, 2015, with the current level being 88.8% of that historical high [6][7]. - The financing balance as a percentage of the circulating market value has decreased from 4.26% in June 2015 to 2.29% in August 2023 [7]. Market Performance - Since July 1, 2023, the A-share market has seen a cumulative increase of 5.9%, while the Shenzhen Component Index has risen by 7.9% [9]. - Over the same period, the net inflow of financing has reached 174 billion yuan across 30 trading days, with 30 out of 31 sectors experiencing net financing inflows [10]. Sector Analysis - The electronics sector led the financing net inflow with a total of 211.44 billion yuan, followed by the pharmaceutical and biological sector with 207.58 billion yuan [11][12]. - Other notable sectors with significant net inflows include electric equipment, machinery, non-ferrous metals, and computing [10][11]. Individual Stock Highlights - A total of 2,453 stocks have experienced net financing inflows since July 1, 2023, with 13 stocks seeing net inflows exceeding 1 billion yuan [13]. - The top stock by net financing inflow is Northern Rare Earth, with an inflow of 30.75 billion yuan, followed by New Yisheng and Shenghong Technology [15][16].

周二（2025年8月12日），以光模块为代表的算力硬件股持续走高，光模块含量超41%的创业板人工智能顺势突破前高！多只成份股表现亮 眼：受资产重组利好提振，光库科技20CM一字涨停；新易盛涨超6%再创历史新高，市值成功突破2000亿元；中际旭创涨超5%创收盘新高； 协创数据涨超11%，星宸科技、富瀚微、锐捷网络等跟涨逾4%。 热门ETF方面，同标的指数规模最大、流动性突出的创业板人工智能ETF（159363）全天单边上扬，场内价格收涨3.03%成功新高！全天成交 额达2.67亿元，交投维持高度活跃。 | 分时 多日 1分 5分 15分 30分 = 综合屏 F9 前复权 超级叠加 画线 工具 砂 | All V 177 | 智能ETFS | 159363 | | --- | --- | --- | --- | | 159363.SZ[创业板人工智能ETF华宝] 2025/08/12 收 0.647 幅 3.03%(0.019) 开 0.629 高 0.647 低 | | | +0.019 +3.03% | | MA5 0.6281 MA10 0.6241 MA20 0.6101 MA60 0.5341 MA12 ...

截至收盘，云计算ETF汇添富（159273）标的指数热门成分股多数飘红：华胜天成10CM涨停，新易盛涨超6%，中际旭创涨超5%，浪潮信息涨超3%，中科 曙光、天源迪科、恒生电子涨超1%，拓维信息微涨。 今日（8.12），芯片板块大涨，大盘涨0.5%逼近前高3674点，精准布局算力领域的云计算ETF汇添富（159273）收涨0.89%，全天成交额超6500万元。资金 面上，云计算ETF汇添富（159273）今日再获净申购800万份，连续第4日受资金强烈青睐。 | 序号 | 代码 | 名称 | 涨跌幅 | 估算权重 | | --- | --- | --- | --- | --- | | 1 | 300502 | 新易盛 | 6.23% | 11.50% | | 2 | 300308 | 中际加创 | 5.09% | 10.67% | | 3 | 0700 | 腾讯控股 | -0.18% | 9.05% | | ব | 9988 | 阿里巴巴 - W | -1.35% | 8.44% | | ਟ | 603019 | 中科曙光 | 1.35% | 5.76% | | 6 | 688111 | 金山办公 | -1.0 ...

Group 1 - The main focus of the article is on the top 20 stocks that have seen significant inflows of capital as of August 12, with specific amounts listed for each stock [1] - The stock with the highest inflow is Hanwha U, attracting 1.378 billion yuan, followed by Xinyi Sheng with 704 million yuan [1] - Other notable stocks include Furi Electronics with 562 million yuan, Zhongji Xuchuang with 463 million yuan, and China Great Wall with 415 million yuan [1] Group 2 - The total inflow amounts for the top 20 stocks indicate strong investor interest, with the cumulative inflow reaching several billion yuan [1] - The data reflects a diverse range of sectors represented among the top stocks, suggesting varied investment opportunities [1] - The presence of technology and electronics companies, such as Industrial Fulian and Fenghuo Electronics, highlights the ongoing interest in these industries [1]

8月12日，新易盛盘中上涨5.18%，截至10:04，报202.88元/股，成交37.66亿元，换手率2.15%，总市值 2016.05亿元。 截至3月31日，新易盛股东户数11.81万，人均流通股5337股。 2025年1月-3月，新易盛实现营业收入40.52亿元，同比增长264.13%；归属净利润15.73亿元，同比增长 384.54%。 资料显示，成都新易盛通信技术股份有限公司位于中国(四川)自由贸易试验区成都市双流区黄甲街道物 联大道510号，公司是一家专注于研发、生产和销售多种类的高性能光模块和光器件的公司，产品广泛 应用于数据中心、电信网络、安全监控以及智能电网等ICT行业。公司拥有3000多种产品，已服务于来 自全球60多个国家和地区的超过300个客户，目前拥有1100多名员工。 ...

Group 1 - On August 11, a total of 3,707 stocks in the A-share market received financing funds, with 394 stocks having a buying amount exceeding 100 million yuan [1] - The top three stocks by financing buying amount were Dongfang Caifu, Xinyi Sheng, and Zhongji Xuchuang, with amounts of 2.089 billion yuan, 1.394 billion yuan, and 1.392 billion yuan respectively [1] - Seven stocks had financing buying amounts accounting for over 30% of the total transaction amount on that day, with Luyang Energy, Sichuan Chengyu, and COFCO Sugar ranking highest at 45.32%, 43.71%, and 41.61% respectively [1] Group 2 - There were 39 stocks with a net financing buying amount exceeding 100 million yuan, with Zhongji Xuchuang, Dazhu Laser, and Ningde Times leading at 471 million yuan, 447 million yuan, and 409 million yuan respectively [1]