数据显示，广发基金旗下1只基金位居奥飞数据十大流通股东。广发中证1000ETF（560010）三季度新 进十大流通股东，持有股数332.48万股，占流通股的比例为0.34%。根据测算，今日浮盈赚取约428.9万 元。 2月27日，奥飞数据涨5.01%，截至发稿，报27.05元/股，成交21.18亿元，换手率8.22%，总市值266.49 亿元。 资料显示，广东奥飞数据科技股份有限公司位于广东省广州市南沙区庆沙路100号21层、22层，成立日 期2004年9月28日，上市日期2018年1月19日，公司主营业务涉及互联网数据中心(Internet Data Center,IDC)运营的互联网综合服务。主营业务收入构成为：IDC服务82.18%，其他互联网综合服务 17.82%。 从奥飞数据十大流通股东角度 广发中证1000ETF（560010）成立日期2022年7月28日，最新规模358.72亿。今年以来收益11.65%，同 类排名1375/5574；近一年收益31.41%，同类排名1875/4326；成立以来收益23.08%。 广发中证1000ETF（560010）基金经理为罗国庆。 截至发稿，罗国庆累计任职时 ...

Investment Rating - The industry investment rating is "Positive" and maintained [12] Core Insights - The communication sector saw a 2.35% increase in the 6th-7th week of 2026, ranking 6th among primary industries in the Yangtze River region; since the beginning of 2026, it has risen by 0.44%, ranking 27th [2][6] - Tower's silicon photonics revenue doubled, with a high demand for 1.6T, and capacity expansion plans have been adjusted with prepayments secured; silicon photonics modules continue to penetrate the market [2][10] - Vertiv's orders and backlog reached new highs, with a shipment-to-order ratio rising to 2.9 times [2][10] - ByteDance's Seedance 2.0 has industry-leading generation availability, while Google's Gemini 3.1 Pro tops the charts, and Anthropic's annual revenue is growing rapidly at $14 billion [2][10] - OpenAI's cumulative computing expenditure is expected to exceed $600 billion by 2030, with an upward revision of revenue forecasts [2][10] Summary by Sections Market Performance - In the 6th-7th week of 2026, the communication sector increased by 2.35%, ranking 6th among primary industries; since the start of 2026, it has risen by 0.44%, ranking 27th [2][6] - Among companies with a market capitalization above 8 billion, the top three gainers this week were Dawei Technology (+39.4%), Shengke Communication (+31.7%), and Shenling Environment (+29.6%); the top three decliners were Tongyu Communication (-11.7%), Dingtong Technology (-9.7%), and Xinke Mobile (-9.3%) [6] Company Highlights - **Tower**: In Q4 2025, revenue reached $440 million, a year-on-year increase of 13.7%, with GAAP net profit of $80 million, up 45.3%. The company expects silicon photonics revenue to reach $228 million in 2025, doubling from 2024, and has raised its capacity target from 3 times to over 5 times the Q4 2025 shipment [7] - **Vertiv**: In Q4 2025, revenue was $2.88 billion, a year-on-year increase of 22.7%, with GAAP net profit of $450 million, up 203.1%. The company reported a significant increase in organic orders, with a year-on-year growth of 252% [7] AI Model Developments - On February 12, ByteDance launched Seedance 2.0, achieving industry-leading performance in complex scenarios with a high generation availability rate [8] - Anthropic completed a $30 billion Series G financing round with a post-money valuation of $380 billion, reporting an annual revenue of approximately $14 billion [8] - On February 19, Google released Gemini 3.1 Pro, which ranked first in AI analysis, showing significant improvements in reasoning capabilities [8] Future Projections - OpenAI updated its financial outlook, projecting cumulative computing-related expenditures to exceed $600 billion by 2030, with training costs expected to rise significantly in 2025 and 2026 [9]

（文章来源：每日经济新闻） 每经AI快讯，2月26日午后，算力租赁概念涨势扩大，润泽科技20%涨停，此前中贝通信、华胜天成、 智微智能涨停，奥飞数据、迈信林涨超10%，光环新网、恒润股份、宏景科技、润建股份等跟涨。 ...

消息面上，2月25日，英伟达展示了下一代Vera Rubin算力系统的内部构成与供应链细节。该机架集成72颗Rubin图 形处理单元（GPU）和36颗Vera中央处理器（CPU），整套系统共含130万个组件。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | 最新 | | --- | --- | --- | --- | --- | --- | --- | | 301536 | 星宸科技 | 1 | 16.41 | 358亿 | 41.65 | 84.86 | | 300442 | 润泽科技 | 1 | 15.90 | 1644亿 | 90.53 | 100.60 | | 001339 | 智微智能 | | 10.01 | 149亿 | 15.71 | 59.14 | | 300394 | 天孚通信 | 1 | 9.37 | 2904亿 | 83.97 | 373.51 | | 300167 | ST通威迅 | -澳 | 9.01 | 23.09亿 | 19.80 | 5.93 | | 688685 | 迈信林 | 1 | 8.98 | 76.60亿 | -5.98 | 52.16 | ...

2月26日，A股市场算力概念股集体走强，其中，星宸科技涨超16%，润泽科技涨超15%，智微智能10CM涨停，天 孚通信涨超9%，迈信林、中贝通信、烽火通信、光环新网涨超8%，奥飞数据、罗曼股份涨超7%，大位科技、锐 捷网络、云天励飞涨超6%，恒润股份、恒为科技、数据港、真直科技涨超5%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | 最新 | | --- | --- | --- | --- | --- | --- | --- | | 301536 | 星宸科技 | 1 | 16.41 | 358亿 | 41.65 | 84.86 | | 300442 | 润浄枝 | 1 | 15.90 | 1644 Z | 90.53 | 100.60 | | 001339 | 智微智能 | | 10.01 | 149亿 | 15.71 | 59.14 | | 300394 | 天孚通信 | 1 | 9.37 | 2904亿 | 83.97 | 373.51 | | 300167 | ST通威迅 | -澳 | 9.01 | 23.09亿 | 19.80 | 5.93 | | 688685 | 迈 ...

(本文来自第一财经) 大位科技跌停，光环新网、云天励飞跌超10%，奥飞数据、网宿科技、数据港、青云科技、云赛智联、 东方国信、亚康股份、杭钢股份等跌幅居前。 ...

Group 1 - The core viewpoint is that Aofei Data (300738) has recently experienced significant inflow of main funds, leading to strong stock performance, and has terminated its planned fundraising initiative while maintaining growth in its performance for the first three quarters [1][3][4] Group 2 - Recent stock performance shows that on February 12, 2026, Aofei Data had a net inflow of 360 million yuan, with the stock price increasing by 5.22%, indicating a notable rise in fund activity [2] - As of February 5, 2026, the stock has accumulated a year-to-date increase of 16.71% [2] Group 3 - The company announced on January 22, 2026, that it would terminate its plan to issue A-shares to specific targets for the fiscal year 2025, which was intended to raise no more than 1.695 billion yuan for a new generation cloud computing and artificial intelligence industrial park project [3] - The company stated it would flexibly utilize capital market tools based on future strategic planning [3] Group 4 - For the first three quarters of 2025, Aofei Data achieved an operating revenue of 1.824 billion yuan, representing a year-on-year growth of 15.33%, and a net profit attributable to shareholders of 145 million yuan, which is a year-on-year increase of 37.29% [4]

Core Viewpoint - The company, AoFei Data (300738), has confirmed that it has adhered to the necessary review and information disclosure procedures regarding the decision and implementation of selling its stake in Sichuan Huatuo, in compliance with the relevant regulations such as the "Shenzhen Stock Exchange GEM Listing Rules" and its own articles of association [1] Group 1 - The company has responded to investor inquiries on its interactive platform regarding the sale of its stake [1] - The decision-making process for the sale was conducted in strict accordance with applicable regulations [1] - Necessary review and information disclosure procedures were followed by the company [1]

Group 1 - The core viewpoint of the news highlights the ongoing fluctuations in the software sector, particularly within the ChiNext software ETF, which saw a slight decline of 0.09% as of February 11, 2026, while individual stocks like Wangsu Science & Technology and Guangliwei experienced significant gains of 10.60% and 9.04% respectively [1] - The report from Huatai Securities indicates that 2025 is expected to be the "Year of Agents," with 2026 likely marking a period of accelerated implementation of Agent technologies, driven by rapid iterations in Agentic Coding and fierce competition among major companies for personal agent assistants [1] - The rapid iteration of Agentic Coding is anticipated to reshape the software industry, potentially leading to a paradox where the value of standalone software may decline despite a surge in personalized, AI-generated software [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the ChiNext software index include Tonghuashun, Runze Technology, and Kunlun Wanwei, collectively accounting for 48.61% of the index [2] - The performance of individual stocks within the index shows varied results, with notable declines in stocks like Kunlun Wanwei at -4.13% and Tonghuashun at -1.26%, while others like Shenshuo Technology and Zhongke Chuangda showed positive movements [3]

Core Viewpoint - The focus is on the growth of the domestic computing power and AI application sectors, particularly through the performance of the Huabao Big Data ETF (516700), which has shown significant gains in the market [1][8]. Market Performance - The Huabao Big Data ETF (516700) saw an intraday increase of 1.35%, currently up by 0.90%, recovering above the 20-day moving average and aiming for a fifth consecutive daily gain [1][8]. - Notable stocks include Wangsu Science & Technology, which surged by 11.30%, and Dongfang Guoxin, which rose by 8.57% [2][10]. Industry Insights - According to Omdia, the Chinese cloud infrastructure service market is projected to reach $13.4 billion by Q3 2025, reflecting a year-on-year growth of 24% and maintaining over 20% growth for two consecutive quarters [2][12]. - The demand for AI is accelerating the deployment of cloud services and significantly impacting core cloud infrastructure, leading to a shift in cloud resource consumption towards production-level workloads [12]. Policy Developments - The National Development and Reform Commission has issued guidelines to promote the application of AI in the bidding and tendering process, identifying 20 key scenarios for implementation [12]. - The rise in demand for tokens is leading to price increases that are being passed from upstream to CPUs and cloud services, with AWS initiating price hikes, indicating a potential revaluation for cloud computing and related service providers [12]. Sector Focus - The Huabao Big Data ETF (516700) passively tracks the CSI Big Data Industry Index, heavily investing in sectors such as data centers, cloud computing, and big data processing, with significant holdings in leading companies like Inspur, iFlytek, and China Software [4][12]. - By the end of 2025, the index's composition will see computing power concepts accounting for 40.91% and AI application concepts for 37.43% [12]. Future Outlook - The government is emphasizing "technology as a priority," which is expected to drive new productive forces [6]. - The top-level design for a digital China aims to activate digital productivity and accelerate the process of domestic substitution [6]. - The "Xinchuang 2.0" wave is anticipated to accelerate, presenting a broad outlook for technology self-reliance [6].