（文章来源：证券日报） 证券日报网讯 11月28日，光库科技在互动平台回答投资者提问时表示，目前6G技术方案及行业标准尚 未完全明确，公司会积极关注相关技术发展趋势和市场应用。 ...

证券日报网讯 11月28日，光库科技在互动平台回答投资者提问时表示，公司目前在海南没有子公司和 分公司。 （文章来源：证券日报） ...

Market Overview - The communication equipment sector experienced a decline of 0.27% on November 27, with Meilixin leading the drop [1] - The Shanghai Composite Index closed at 3875.26, up 0.29%, while the Shenzhen Component Index closed at 12875.19, down 0.25% [1] Top Performers - Tongyu Communication (002792) saw a significant increase of 10.03%, closing at 21.62 with a trading volume of 576,300 shares and a transaction value of 1.207 billion [1] - LianTe Technology (301205) rose by 9.98%, closing at 134.73 with a trading volume of 196,100 shares and a transaction value of 2.507 billion [1] - Other notable gainers include Taicheng Light (300570) up 7.51%, Guanghetong (300638) up 7.09%, and Cambridge Technology (603083) up 5.95% [1] Underperformers - Meilixin (301307) experienced a significant drop of 11.70%, closing at 35.86 with a trading volume of 257,600 shares and a transaction value of 963 million [2] - Shida Group (600734) fell by 9.92%, closing at 5.54 with a trading volume of 3,512,400 shares and a transaction value of 76.67 million [2] - Other notable decliners include Ruisi Kanda (603803) down 6.35% and Changxin Bochuang (300548) down 3.84% [2] Capital Flow - The communication equipment sector saw a net outflow of 2.31 billion from institutional investors, while retail investors contributed a net inflow of 1.647 billion [2][3] - Notable net inflows from retail investors were observed in companies like Cambridge Technology and Guanghetong, while significant outflows were noted in Meilixin and Taicheng Light [3] Individual Stock Capital Flow - ZTE Corporation (000063) had a net inflow of 787 million from institutional investors, while retail investors saw a net outflow of 337 million [3] - Taicheng Light (300570) had a net inflow of 319 million from institutional investors, with retail investors experiencing a net outflow of 174 million [3] - Cambridge Technology (603083) recorded a net inflow of 238 million from institutional investors and a net inflow of 159 million from retail investors [3]

Core Viewpoint - The A-share market is witnessing significant activity in Google-related industry chain stocks, driven by Google's challenge to Nvidia's dominance in the AI chip market through its TPU chip offerings [1] Group 1: Stock Performance - Saiwei Electronics reached a historical high with a 20% limit up [1] - Xidi Micro increased by over 13% [1] - Zhihui Power and Taicheng Light both rose by over 9% [1] - Yintang Zhikong and Guangku Technology saw increases of over 7% [1] - Tengjing Technology grew by over 5% [1] - Dekeli experienced a rise of over 4% [1] Group 2: Market Developments - Google is leveraging its advancements in AI models to challenge Nvidia's chip market leadership [1] - The company has begun promoting its TPU chip deployment in its own data centers to major clients like Meta, aiming to expand beyond its Google Cloud rental business [1]

Group 1 - The core viewpoint of the news is that Google is challenging NVIDIA's dominance in the chip market by promoting its TPU chips to major clients like Meta, leveraging its advancements in AI models [1] - In the A-share market, stocks related to the Google supply chain are experiencing significant activity, with Saiwei Electronics hitting a historical high with a 20% increase, and other companies like Xidi Micro, Zhihui Power, and Taicheng Light also seeing substantial gains [1] - Google aims to expand its TPU chip deployment from its cloud rental business to a broader market, indicating a strategic shift in its approach to AI hardware [1]

Core Insights - The CPO concept stocks in the A-share market continue to be active, with significant price increases observed in several companies [1] Group 1: Stock Performance - Taicheng Light (300570) saw a rise of 10.67%, with a total market capitalization of 25.1 billion and a year-to-date increase of 53.56% [2] - Cambridge Technology (603083) increased by 10%, with a market cap of 40.3 billion and a year-to-date rise of 183.09% [2] - New Yi Sheng (300502) rose by 8.44%, boasting a market cap of 356.9 billion and a year-to-date increase of 336.70% [2] - Huylu Ecology (001267) experienced a 5.52% increase, with a market cap of 15.3 billion and a year-to-date rise of 156.77% [2] - Woge Optoelectronics (603773) increased by 5.26%, with a market cap of 6.562 billion and a year-to-date rise of 15.69% [2] - Other notable performers include Jiepu Te (688025) up 4.33%, Tianfu Communication (300394) up 4.25%, and Lian Te Technology (301205) up 4.33% [2]

Group 1 - The CPO concept stocks in the A-share market continue to be active, with notable price increases among several companies [1] - Taicheng Technology saw a rise of over 10%, while Cambridge Technology hit the daily limit with a 10% increase [1] - New Yi Sheng increased by over 8%, and other companies like Huilv Ecology and Woge Optoelectronics rose by over 5% [1]

Group 1 - The AI computing power industry chain remains active, with the CSI 5G Communication Theme Index rising by 2.03% as of 09:43 on November 27, highlighting strong performance among component stocks such as Guanghetong (up 6.44%) and Industrial Fulian (up 5.70%) [1] - Dongwu Securities indicates that the demand for computing power solutions is robust under the AI narrative, suggesting that the computing infrastructure market is still in a phase of rapid expansion and has not yet reached a saturation point [1] - The 5G Communication ETF (515050) has seen a recent increase of 2.07%, marking its third consecutive rise, with a one-week cumulative increase of 2.43% as of November 26, 2025 [1] Group 2 - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index and has a current scale exceeding 8 billion yuan, with significant growth of 2.263 billion yuan over the past six months [2] - The ETF focuses on key players in the industry, including Nvidia, Apple, and Huawei, with top holdings including Zhongji Xuchuang, New Yisheng, and Lixun Precision [2] - The ETF has various connecting options available for investors, including multiple classes of the 华夏中证5G通信主题ETF联接 [2]

Market Overview - A total of 68 stocks hit the daily limit up, while 23 stocks faced limit down, resulting in a sealing rate of 75% [1] - The Shenzhen Component Index and the ChiNext Index opened lower but rebounded, with the ChiNext Index at one point rising over 3% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.78 trillion, a decrease of 28.8 billion from the previous trading day [1] - The market saw rapid rotation of hotspots, with over 3,500 stocks declining [1] - The Shanghai Composite Index fell by 0.15%, while the Shenzhen Component Index rose by 1.02%, and the ChiNext Index increased by 2.14% [1] Stock Performance Analysis - The consecutive board advancement rate increased to 58.33%, maintaining a peak of 5 boards [3] - Notable stocks included Shida Group with 5 consecutive boards, Huayi Century, TeFa Information, and Xinhua Du with 4 consecutive boards, and Guangji Pharmaceutical, Leike Defense, and Jinfu Technology with 3 consecutive boards [3][4] - The AI application sector saw strong performance, with Shida Group and Xinhua Du achieving board advancement, while previously strong stocks like Rongji Software faced a limit down [3] Sector Highlights - The pharmaceutical, retail, and CPO sectors showed significant gains, while military equipment, forestry, and gaming sectors experienced declines [1] - The anti-influenza and consumer sectors were driven by news, but overall performance remained primarily a technical correction following previous declines [3] - The demand for flu-related medications and online consultations surged, with orders for specific flu medications increasing over 100% compared to the previous month [7][13] AI and Technology Sector - Google is collaborating with Broadcom to develop TPU v7p, expected to launch in 2026, with a forecasted shipment increase of over 40% [5] - The computing hardware sector continues to gain momentum, with leading companies like Zhongji Xuchuang and Saiwei Electronics reaching historical highs [5] - The AI application sector remains reliant on major players like Alibaba, with ongoing interest in the AI application market expected to persist [6] Consumer Sector - The Ministry of Industry and Information Technology and other departments released a plan to enhance consumer goods supply and demand adaptability, stimulating the consumer sector [7][24] - Stocks in the retail sector, such as Guoguang Chain and Dongbai Group, saw significant gains following this policy announcement [7][24] Conclusion - The market is characterized by a mix of strong performances in specific sectors like AI and pharmaceuticals, while facing challenges in others like military and gaming [1][3][5] - The ongoing developments in technology and consumer policies are likely to shape market dynamics in the near term [6][7][24]

Group 1 - The A-share market showed mixed performance on November 26, with major indices fluctuating, while sectors like pharmaceuticals and semiconductors saw gains, whereas shipbuilding and aerospace sectors faced declines [1] - The net outflow of main funds in the Shanghai and Shenzhen markets reached 11.01 billion yuan, with 15 sectors experiencing net inflows, particularly automotive, textile and apparel, and comprehensive industries, each exceeding 300 million yuan [1] - The basic chemical industry led the net outflow with 1.13 billion yuan, followed by social services, real estate, and non-bank financial sectors, each exceeding 600 million yuan [1] Group 2 - Five stocks recorded net inflows exceeding 1 billion yuan, with a total of 63 stocks seeing net inflows above 100 million yuan [2] - The CPO concept stocks continued to strengthen, with New Yisheng and Zhongji Xuchuang attracting net inflows of 1.646 billion yuan and 1.306 billion yuan, respectively [3] - Yangguang Power saw a net inflow of 1.243 billion yuan, while Inspur Information reported a net inflow of 1.128 billion yuan, with the company announcing a share buyback of 2.25 billion yuan [4] Group 3 - At the market close, the main funds experienced a net outflow of 1.541 billion yuan, with retail and food and beverage sectors leading in net inflows [5] - Three stocks, including Yaowang Technology and Dongxin Co., saw net inflows exceeding 100 million yuan at the close, with Dongxin Co. hitting the daily limit [6]