Group 1 - The core viewpoint of the news is that the optical module (CPO) index experienced a decline of over 2% during trading, indicating a negative trend in the sector [1] - Major component stocks in the optical module sector saw significant drops, with Guangku Technology falling by 5.56%, Tianfu Communication by 5.04%, Zhongji Xuchuang by 4.21%, Cambridge Technology by 4.07%, and Ruijie Network by 2.51% [1]

Group 1 - The CPO concept stocks in the A-share market opened lower collectively, with significant declines observed in several companies [1] - Guangku Technology and Tianfu Communication both dropped over 5%, while Zhongji Xuchuang and Cambridge Technology fell over 4% [1] - Other companies such as Jingwang Electronics, Zhongfu Circuit, Guangxun Technology, Shijia Photon, and Changxin Bochuang experienced declines exceeding 3% [1] Group 2 - Guangku Technology reported a decline of 5.56%, with a total market value of 31.9 billion and a year-to-date increase of 164.25% [2] - Tianfu Communication saw a decrease of 5.04%, with a market capitalization of 140.1 billion and a year-to-date increase of 178.51% [2] - Zhongji Xuchuang experienced a drop of 4.21%, with a market value of 462.2 billion and a year-to-date increase of 238.17% [2]

Group 1 - CPO concept stocks experienced significant declines, with Guangku Technology falling over 10% [1] - Other companies such as Changfei Optical Fiber, Tianfu Communication, Cambridge Technology, and Lingyun Optical also saw declines exceeding 5% [1]

股票简称 股票代码 限售股类型 解禁股数 智通财经APP获悉，9月24日共有2家上市公司的限售股解禁，解禁总市值约8432.57万元。 今日具体限售解禁股情况如下： 凯莱英 002821 股权激励限售流通 63.29万 光库科技 300620 股权激励限售流通 60.53万 ...

New Stock Listings - YouSheng Co., Ltd. (Stock Code: 603418) listed at an issue price of 46.36 RMB on September 23, 2025[1] - ZhiTianTui (Stock Code: 300280) is in the delisting preparation period with 8 trading days remaining[1] - ZhongHuanHaiLu (Stock Code: 301040) and JiShiChuanMei (Stock Code: 601929) have recent announcements regarding trading activities[1] Trading Alerts - XianDaoZhiNeng (Stock Code: 300450) reported severe abnormal fluctuations in trading[1] - HangKeKeJi (Stock Code: 688006) and YuanLinCo (Stock Code: 605303) have recent trading alerts[1] - Multiple stocks including YunNanLvYou (Stock Code: 002059) and *STMuBang (Stock Code: 603398) have recent announcements related to trading activities[1] Market Trends - A total of 30 stocks have been flagged for abnormal trading activities in the past week, indicating increased market volatility[1] - The recent trading patterns suggest a potential shift in investor sentiment, particularly in the technology and media sectors[1]

Core Insights - The A-share market experienced a decline, with all three major indices dropping over 1%, while the AI computing and technology sectors initially opened strong but followed the overall market trend downwards [1] - Nvidia and OpenAI announced a strategic partnership to build and deploy at least 10 gigawatts of AI data centers, which will involve an investment of up to $100 billion from Nvidia [1] - The AI computing industry is expected to continue its growth trajectory, with significant performance releases anticipated in the coming years, indicating a high level of industry vitality and visibility [2] Market Performance - The AI computing sector, particularly the light module CPO concept stocks, saw significant declines, with the ChiNext AI index dropping over 2% and individual stocks like Guangku Technology falling nearly 8% [1] - The trading volume for popular ETFs was high, with the lowest fee ChiNext AI ETF (159381) exceeding 170 million yuan in trading volume, and the largest 5G communication ETF (515050) surpassing 900 million yuan [1] Industry Outlook - The capital expenditure for computing power remains in a high growth phase, with the domestic market accelerating in line with global AI development [2] - Nvidia is expected to continue upgrading its GPU capabilities, and North American cloud computing giants are increasing their investments, which will benefit companies closely related to the overseas AI industry chain [2] - By 2025, the AI computing industry chain is projected to accelerate further, driven by evolving demand in inference, creating broader growth opportunities [2] ETF Selection - The ChiNext AI ETF (159381) tracks the ChiNext AI index, with over 50% weight in light module CPO stocks, and has a low fee rate of 0.20% [3] - The 5G communication ETF (515050) focuses on the Nvidia, Apple, and Huawei supply chains, with a weight of 38% in light module CPO stocks and 14% in PCB circuit board stocks [3]

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模649.53亿。今年以来收益27.06%，同 类排名1867/4220；近一年收益69.5%，同类排名1280/3814；成立以来收益12.44%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间6年322天，现任基金资产总规模949.76亿元，任职期间最佳基金回报 137.06%， 任职期间最差基金回报-15.93%。 9月23日，光库科技跌5.29%，截至发稿，报130.90元/股，成交17.16亿元，换手率5.17%，总市值326.18 亿元。 资料显示，珠海光库科技股份有限公司位于广东省珠海市高新区唐家湾镇创新三路399号，成立日期 2000年11月9日，上市日期2017年3月10日，公司主营业务涉及从事光纤器件的设计、研发、生产、销售 及服务、非居住房地产租赁、进出口代理。主营业务收入 ...

光库科技公告，公司拟以发行股份、可转换公司债券及支付现金的方式购买苏州安捷讯光电科技股份有 限公司100%股份并募集配套资金。本次交易预计构成重大资产重组，构成关联交易，不构成重组上 市。除上述事项外，公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重大事项。公 司目前经营正常，公司经营情况及内外部经营环境未发生重大变化；公司控股股东、实际控制人在股票 交易异常波动期间不存在买卖本公司股票的行为。 ...

证券代码：300620 证券简称：光库科技 公告编号：2025-066 珠海光库科技股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、股票交易异常波动情况 珠海光库科技股份有限公司（以下简称"公司"）股票交易价格于 2025 年 9 月 18 日、2025 年 9 月 19 日、2025 年 9 月 22 日连续 3 个交易日内日收盘价格涨幅 偏离值累计超过 30%，根据《深圳证券交易所交易规则》等相关规定，属于股票 交易异常波动的情况。 二、公司关注并核实的情况说明 针对公司股票交易异常波动，公司董事会通过电话及现场问询等方式对公司控 股股东、实际控制人、公司全体董事、监事及高级管理人员就相关问题进行了核 实，现将有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司正在筹划发行股份和可转换公司债券及支付现金购买资产并募集配套 资金暨关联交易事项。2025 年 7 月 29 日，公司披露了《关于筹划发行股份和可转 换公司债券及支付现金购买资产并募集配套资金事项的停牌公告》；2025 年 8 月 1 ...

Market Overview - On September 22, the communication equipment sector rose by 0.2% compared to the previous trading day, with Guangku Technology leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Top Gainers in Communication Equipment Sector - Guangku Technology (300620) closed at 138.21, up 10.27% with a trading volume of 374,600 shares [1] - Yongding Co., Ltd. (600105) closed at 11.00, up 10.00% with a trading volume of 1,934,300 shares [1] - Dingxin Communication (603421) closed at 8.17, up 9.96% with a trading volume of 508,600 shares [1] - Other notable gainers include Guangxun Technology (002281) up 6.88% and Feiling Kesi (301191) up 4.94% [1] Top Losers in Communication Equipment Sector - Sega Technology (002796) closed at 19.59, down 7.68% with a trading volume of 480,600 shares [2] - Kunheng Shunwei (688283) closed at 31.15, down 5.12% with a trading volume of 32,900 shares [2] - Changying Tong (688143) closed at 48.09, down 4.89% with a trading volume of 73,700 shares [2] Capital Flow Analysis - The communication equipment sector experienced a net outflow of 1.746 billion yuan from institutional investors, while retail investors saw a net inflow of 1.607 billion yuan [2] - Notable net inflows from retail investors were observed in stocks like Guangku Technology and Guangxun Technology, while significant outflows were noted in stocks like ZTE Corporation [3] Individual Stock Capital Flow - ZTE Corporation (000063) had a net inflow of 560 million yuan from institutional investors, but a net outflow of 378 million yuan from retail investors [3] - Yongding Co., Ltd. (600105) saw a net inflow of 531 million yuan from institutional investors, with a net outflow from retail investors [3] - Guangxun Technology (002281) had a net inflow of 502 million yuan from institutional investors, while retail investors experienced a net outflow [3]