Group 1 - High-priced stocks continued to weaken in the afternoon on September 2, with Dekoli falling over 14% [2] - Huicheng Vacuum, Tianfu Communication, Dingtong Technology, and Taicheng Light all dropped over 11% [2] - Lexin Technology and Oulutong experienced declines of over 10% [2]

Group 1 - The core viewpoint of the article highlights a significant decline in computing hardware stocks, particularly in the CPO and liquid cooling server sectors [2] - Companies such as Invec, Megmeet, and StarNet have hit the daily limit down, indicating severe market pressure [2] - Other companies like Tianfu Communication, Taicheng Light, Ruijie Networks, Dekoli, and Oulu Tong have experienced declines exceeding 10% [2]

Group 1 - The CPO concept stocks in the A-share market experienced a significant decline, with major companies like Dekoli and Ruijie Network dropping over 14% and 13% respectively [1] - Other notable declines included Taicheng Light, Tianfu Communication, and Jingwang Electronics, all falling more than 11% [1] - Several companies hit the 10% daily limit down, including Cambridge Technology and Guangxun Technology, while Kecuan Technology approached the limit down [1] Group 2 - Dekoli's stock fell by 14.63%, with a total market capitalization of 16.9 billion [2] - Ruijie Network saw a decline of 12.64%, with a market value of 72 billion [2] - Taicheng Light and Tianfu Communication reported decreases of 11.40% and 10.73% respectively, with market caps of 28.6 billion and 154.2 billion [2]

Group 1 - CPO concept stocks experienced a downturn on September 2, with Cambridge Technology hitting the daily limit down [1] - Ruijie Networks fell over 10%, while Dekoli, Taichengguang, Zhongfu Circuit, and Tianfu Communication all dropped more than 7% [1]

Market Overview - The Shanghai Composite Index rose by 0.46% on September 1, with 24 out of 28 sectors experiencing gains, led by the communication and comprehensive sectors, which increased by 5.22% and 4.27% respectively [2] - The non-bank financial and banking sectors saw declines of 1.28% and 1.03% respectively [2] Capital Flow Analysis - The net outflow of capital from the two markets reached 51.3 billion yuan, with 8 sectors experiencing net inflows [2] - The pharmaceutical and biological sector had the highest net inflow of 3.475 billion yuan, followed by the communication sector with a net inflow of 1.291 billion yuan [2] Communication Sector Performance - The communication sector increased by 5.22%, with a net inflow of 1.291 billion yuan, and 79 out of 125 stocks in this sector rose, including 3 hitting the daily limit [3] - The top three stocks with the highest net inflow were Hengbao Co., Ltd. (1.495 billion yuan), ZTE Corporation (1.259 billion yuan), and Zhongji Xuchuang (543 million yuan) [3] Communication Sector Capital Inflow - Key stocks in the communication sector with significant capital inflow included: - Hengbao Co., Ltd. with a 10.00% increase and a turnover rate of 29.11% [4] - ZTE Corporation with a 5.63% increase and a turnover rate of 8.02% [4] - Zhongji Xuchuang with a 14.42% increase and a turnover rate of 5.42% [4] Communication Sector Capital Outflow - Major stocks with significant capital outflow included: - Xinyi Sheng with a 9.07% increase but a net outflow of 504.2 million yuan [5] - Sanwei Communication with a 10.03% increase but a net outflow of 375.3 million yuan [5] - Taicheng Light with a 1.76% increase but a net outflow of 268.9 million yuan [5]

Group 1 - The core point of the news is that Shenzhen Taicheng Light Communication Co., Ltd. experienced a stock decline of 5.51%, with a current share price of 132.00 yuan and a total market capitalization of 29.981 billion yuan [1] - The company was established on December 12, 2000, and went public on December 6, 2016, focusing on the research, production, and sales of optical devices [1] - The main revenue composition of the company includes optical device products at 98.02%, other products at 1.81%, and optical sensing products at 0.17% [1] Group 2 - From the perspective of fund holdings, one fund under Jiao Yin Schroder has a significant position in Taicheng Light, with 46,800 shares held, accounting for 3.16% of the fund's net value [2] - The fund, Jiao Yin Youze Flexible Allocation Mixed A (519770), has a total scale of 61.1661 million yuan and has achieved a year-to-date return of 107.74% [2] - The fund's performance ranks 25th out of 8,254 in its category for the year and 230th out of 8,037 for the past year [2] Group 3 - The fund manager of Jiao Yin Youze Flexible Allocation Mixed A is Zhou Shanshan, who has a tenure of 12 years and 258 days, with a total asset scale of 143 million yuan [3] - The best return during Zhou's tenure is 105.22%, while the worst return is -2.73% [3] - The co-manager, Jiang Chengcao, has a tenure of 1 year and 236 days, managing assets of 2.076 billion yuan, with a best return of 105.64% and a worst return of 1.59% during his tenure [3]

周五（8月29日），AI行情普遍调整，创业板人工智能小幅收跌，但算力部分个股仍表现活跃！其中， 光模块龙头天孚通信大涨超10%再创历史新高，深信服、太辰光、昆仑万维、同花顺、中科创达等多股 涨逾1%。下跌方面，长芯博创大跌超11%，润和软件、创意信息、锐捷网络等6股跌超5%。 | 序号 | 证券代码 | 证券简称 | 壹业收入 | 蒙非收入(同比增长率) | 归属母公司股东的净利润 | 归属母公司股东的净利润 | | --- | --- | --- | --- | --- | --- | --- | | | | | [报告期] 2025中报 | [报告期] 2025中报 | [报告期] 2025中报 | (同比增长驱) | | | | | [报惠类型] 合并报表 | [单位] % | [报表类型] 合并报表 | [报告期] 2025中报 | | | | | 【单位】亿元 | [单位] 亿元 | | [900] %] | | 1 | 300548.5Z | 长志博创 | 11.9986 | 59.5385 | 1.6822 | 1,121.2070 | | 2 | 300541.SZ | 先进数值 | 13.7 ...

29日早盘，光模块等算力方向集体回调，创业板人工智能昨日新高后大跌2%，成份股普遍飘绿。截至 发稿，长芯博创领跌超14%，润泽科技、锐捷网络等多股跌超4%。但仍有部分个股行情火热，其中， 天孚通信领涨超6%续创历史新高，太辰光涨逾5%迭创新高！ 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）场内价格下跌 2%，实时成交额超4.5亿元，资金进场吸筹1.42亿份，表明对创业板人工智能的长期看好，此前十日资 金已累计加仓超13亿元。 | 分时 多日 1分 5分 * | | | | | F9 盘前盘后 盛加 九转 阅读 工具 ( ( ) > | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 创业板人工智能ETF华室 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | -- ...

Group 1 - The copper cable high-speed connection concept has seen a significant increase of 5.61%, making it the top-performing sector on the market, with 40 stocks rising, including notable gains from Yidong Electronics and Dingtong Technology, both reaching a 20% limit up [1] - Major inflows into the copper cable high-speed connection sector amounted to a net inflow of 1.837 billion yuan, with 26 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflows, led by Tongyu Communication with a net inflow of 341 million yuan [1][2] - The top stocks by net inflow ratio include Changfei Fiber, Tongyu Communication, and Ruikeda, with net inflow ratios of 28.85%, 18.22%, and 12.41% respectively [2][3] Group 2 - The concept of copper cable high-speed connection has outperformed other sectors, with significant daily gains compared to sectors like genetically modified organisms and Alzheimer’s concepts, which saw declines of -1.81% and -1.07% respectively [1] - The trading volume and turnover rates for leading stocks in the copper cable high-speed connection sector indicate strong investor interest, with Tongyu Communication showing a turnover rate of 31.01% and a daily increase of 6.32% [2] - Other notable performers in the sector include Huafeng Technology and Shenglan Co., which recorded increases of 15.12% and 17.28% respectively, reflecting a robust market sentiment towards this sector [1][2]

Group 1 - The shareholders Zhang Yiming, Zhang Yinghua, Cai Le, Cai Bo, and Xiao Xiangjie reduced their holdings by a total of 1.0588 million shares, accounting for 0.4662% of the company's total share capital [1] - As of August 26, 2025, there are still 26,200 shares that have not been sold, and the shareholders have decided to terminate the current reduction plan early [1] - The remaining shares will not be sold during the planned period [1]