（文章来源：每日经济新闻） 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。 中信证券表示，2025年下半年AI主线创新继续，带动产业链上下游落地提速，景气创新方向频出，驱 动行业加速成长，建议继续重点布局"AI主线"，看好AI应用及算力板块机遇。兴业证券指出，从滚动收 益差、成交占比、拥挤度等指标来看，AI板块尚未来到过热区间，AI行情有望向更多AI+领域扩散。 13日早盘，光模块等AI硬件强者恒强，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，光库科技狂揽两个20CM涨停，股价创历史新高，新易盛大涨超5%持续新高，中际旭创涨超3%刷 新历史高点，天孚通信涨超4%逼近历史新高。 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）开盘猛涨超2%再创 上市新高，实时成交额快速放量超1.13亿元。 ...

两融数据显示，该股最新（8月12日）两融余额为6.60亿元，其中，融资余额为6.58亿元，近10日减少 8282.72万元，环比下降11.19%。 公司发布的一季报数据显示，一季度公司共实现营业收入2.65亿元，同比增长65.53%，实现净利润 1084.48万元，同比增长66.97%，基本每股收益为0.0435元，加权平均净资产收益率0.56%。 7月15日公司发布上半年业绩预告，预计实现净利润4856.00万元至5463.00万元，同比变动区间为 60.00%~80.00%。（数据宝） （文章来源：证券时报网） 光库科技股价创出历史新高，截至9:33，该股上涨18.46%，股价报78.28元，成交量1724.68万股，成交 金额13.44亿元，换手率6.99%，该股最新A股总市值达195.06亿元，该股A股流通市值193.24亿元。 证券时报·数据宝统计显示，光库科技所属的通信行业，目前整体涨幅为0.38%，行业内，目前股价上涨 的有55只，涨幅居前的有光库科技、佳讯飞鸿、北纬科技等，涨幅分别为18.46%、7.26%、3.58%。股 价下跌的有67只，跌幅居前的有恒信东方、澄天伟业、*ST高鸿等，跌幅分 ...

| 分时 多日 1分 5分 15分 30分 7 综合屏 F9 前复权 超级叠加 画线 工具 © 2 | | 创业板人工智能ETF华宝 | | 159363 | | --- | --- | --- | --- | --- | | 159363.SZ[创业板人工智能ETF华宝] 2025/08/13 收0.660 幅2.01%(0.013) 开0.650 高 0.663 低 | | 04660 | | +0.013 +2.01% | | MA5 0.6347 MA10 0.628T MA20 0.614T MA60 0.538[ MA120 0.514] 2025/05/21-2025/08/13(60日) | | SZSE CNY 9:49:30 交易中 | | + # > @ + | | 0.660 | | 净值过 | | 华宝创业板人工智能ETF | | 0.650 | | 载 | 5.57% 委差 | -32486 | | | | 英 | 0.665 | 45838 | | | | | 0.664 | 81733 | | | | | 0.663 | 84996 | | 0.610 | | | 0.662 ...

Group 1 - The core viewpoint highlights the strong performance of AI hardware, particularly optical modules, which have significantly driven the growth of the ChiNext AI index, reaching new highs [1][3] - The ChiNext AI index has seen a cumulative increase of nearly 35% year-to-date, outperforming other AI indices such as the CSI AI and Sci-Tech Innovation AI indices [3][4] - The North American model updates and inference applications have created a preliminary closed loop, leading to a "second round of capital raising" in computing power investments [3][5] Group 2 - The leading companies in the large model industry are leveraging technological iterations and customer stickiness to maintain their competitive edge, prompting followers to engage in "capital raising" to avoid obsolescence [3][5] - The first market ETF tracking the ChiNext AI index, Huabao (159363), has seen significant trading volume, with a recent daily average transaction exceeding 150 million yuan [6] - The ETF has a portfolio allocation of approximately 70% in computing power and 30% in AI applications, effectively capturing the AI thematic market [6]

Core Viewpoint - The company Guangku Technology is strengthening its position in the optical communication sector through an asset restructuring plan, which includes acquiring 100% of Suzhou Anjie Xun Optoelectronics Technology Co., Ltd. [1][4] Group 1: Acquisition Details - Guangku Technology plans to acquire Anjie Xun through a combination of issuing shares, convertible bonds, and cash payments, while also raising supporting funds from no more than 35 specific investors [3] - The acquisition aims to enhance Guangku Technology's product and technology layout, increase operational scale, and strengthen its competitive advantage in the industry [1][4] Group 2: Market Response - Following the announcement of the restructuring plan, Guangku Technology's stock price hit the daily limit, closing at 66.08 yuan per share, reflecting a 19.99% increase [2][5] Group 3: Financial Performance - Guangku Technology expects a net profit of 48.56 million to 54.63 million yuan for the first half of 2025, representing a year-on-year growth of 60% to 80% [1][6] - Anjie Xun has shown significant revenue growth, with projected revenues of 1.56 billion yuan, 5.09 billion yuan, and 1.27 billion yuan from 2023 to the first quarter of 2025, and a turnaround to profitability in 2024 with a 227.3% increase in revenue [7] Group 4: Strategic Importance - The acquisition is positioned as a strategic move to capitalize on the rapid growth in the optical communication industry driven by advancements in AI and increasing global computing power demand [1][6] - Anjie Xun's established production bases and long-term partnerships with leading clients in the industry will enhance Guangku Technology's market presence and operational capabilities [5][6]

Strong Stocks - As of August 12, the Shanghai Composite Index rose by 0.5% to 3665.92 points, the Shenzhen Component Index increased by 0.53% to 11351.63 points, and the ChiNext Index climbed by 1.24% to 2409.4 points [1] - A total of 60 stocks in the A-share market hit the daily limit up, with the top three strong stocks being Beiwai Technology (002148), Furi Electronics (600203), and Jishi Media (601929) [1] - The detailed performance of the top 10 strong stocks includes metrics such as trading volume, turnover rate, and whether the highest price reached a new yearly high [1] Strong Concept Sectors - The top three concept sectors with the highest gains are Brain-Computer Interface, Lithography Machine, and China AI 50, with respective increases of 2.37%, 2.26%, and 2.01% [2] - The detailed data for the top 10 concept sectors includes the percentage of rising and falling constituent stocks, indicating a strong performance in the majority of these sectors [2]

新京报贝壳财经讯 8月11日，光库科技（300620）披露重大资产重组预案，公司拟以发行股份、可转债 及支付现金的方式，向张关明、苏州讯诺投资合伙企业（有限合伙）等6名交易对方，购买苏州安捷讯 光电科技股份有限公司（简称"苏州安捷讯光电"）100%股权，并拟向不超过35名特定投资者发行股份 募集配套资金。经公司申请，公司股票于8月12日开市起复牌。 ...

光库科技今日涨停，全天换手率0.69%，成交额1.12亿元。龙虎榜数据显示，机构净卖出380.62万元， 营业部席位合计净买入6119.33万元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净卖出380.62万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.01亿元，其中，买入成交额为7903.49 万元，卖出成交额为2164.78万元，合计净买入5738.71万元。 光库科技8月12日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 联储证券股份有限公司宁波分公司 | 2094.08 | 0.00 | | 买二 | 华源证券股份有限公司武汉分公司 | 1982.40 | 0.00 | | 买三 | 东兴证券股份有限公司深圳金田路证券营业部 | 1593.85 | 0.00 | | 买四 | 东海证券股份有限公司常州劳动西路证券营业部 | 1215.21 | 0.00 | | 买五 | 华宝证券股份有限公司深圳福华一路证券营业部 | 1017.96 | ...

Market Performance - As of August 12, the optical fiber concept index rose by 1.43%, ranking 9th among concept sectors, with 41 stocks increasing in value [1] - Notable gainers included Zhishang Technology and Guangku Technology, both hitting the 20% limit up, while Zhongdian Xindong also reached the limit up [1] - The top gainers in the sector were Feikai Materials, Yuanjie Technology, and Shijia Photon, with increases of 11.81%, 10.71%, and 6.55% respectively [1] Capital Flow - The optical fiber sector saw a net inflow of 798 million yuan, with 30 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflow [2] - Zhongdian Xindong led the net inflow with 414 million yuan, followed by Tianfu Communication and Guangxun Technology with net inflows of 315 million yuan and 248 million yuan respectively [2] - The net inflow ratios for Zhongdian Xindong, Guangku Technology, and Guangxun Technology were 51.10%, 49.10%, and 11.60% respectively [3] Stock Performance - The top stocks in the optical fiber sector based on net inflow included Zhongdian Xindong, Tianfu Communication, and Guangxun Technology, with respective daily price changes of 10.03%, 3.13%, and 2.26% [3] - Other notable performers included Shijia Photon with a 6.55% increase and Zhishang Technology with a 20% increase [4] - Decliners in the sector included Jiekang Technology, Delong Laser, and Changjiang Communication, with decreases of 3.90%, 3.18%, and 2.93% respectively [1]

证券之星消息，8月12日通信设备板块较上一交易日上涨2.78%，光库科技领涨。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。通信设备板块个股涨跌见下表： 从资金流向上来看，当日通信设备板块主力资金净流入25.78亿元，游资资金净流出15.92亿元，散户资金 净流出9.86亿元。通信设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300502 | 新易盛 | 8.39 Z | 8.06% | -2.85 Z | -2.74% | -5.54 Z | -5.32% | | 300308 中际旭创 | | 6.68亿 | 7.01% | -1.82亿 | -1.90% | -4.87 Z | -5.10% | | 002104 恒宝股份 | | 6.04亿 | 10.87% | -3.62 Z | -6.52% | -2.42 Z | -4 ...