中信建投研报指出，航天侧，SpaceX积极推进上市进程，同时向FCC提交百万颗AI卫星申请，目标打 造太空算力卫星星座；苹果与SpaceX拟联合推动手机直连卫星服务，商业航天下游应用领域有望拓 展，继续看好航天及AI共振。 （文章来源：21世纪经济报道） 2月3日，A股市场探底回升，沪指、创业板指均涨超1%，深成指涨超2%。从板块来看，商业航天概念 爆发，罗博特科与帝科股份均20CM涨停，城建发展、巨力索具、沃格光电、东方钽业等22股涨停，三 角防务、海兰信、戈碧迦等跟涨。 消息面上，据新华社报道，美国企业家埃隆·马斯克创建的太空探索技术公司(SpaceX)2日发表声明说， 已收购同属马斯克名下的人工智能初创企业xAI公司，以整合涵盖人工智能、火箭、太空互联网等领域 的创新资源。 ...

格隆汇2月3日｜罗博特科今日20cm涨停，成交额71.69亿元，换手率11.50%，盘后龙虎榜数据显示，深 股通专用席位买入7.75亿元并卖出2.03亿元，2家机构专用席位净买入2.04亿元。 ...

每经AI快讯，2月3日，罗博特科（300757）今日20cm涨停，成交额71.69亿元，换手率11.50%，盘后龙 虎榜数据显示，深股通专用席位买入7.75亿元并卖出2.03亿元，2家机构专用席位净买入2.04亿元。 ...

罗博特科今日20cm涨停，成交额71.69亿元，换手率11.50%，盘后龙虎榜数据显示，深股通专用席位买 入7.75亿元并卖出2.03亿元，2家机构专用席位净买入2.04亿元。 ...

Market Overview - The A-share market experienced a significant upward trend on February 3, with the Shanghai Composite Index closing at 4067.74 points, up 1.29%. The Shenzhen Component rose by 2.19%, the ChiNext Index increased by 1.86%, the Sci-Tech Innovation Index gained 2.44%, and the Northbound 50 Index surged by 3.27%. The total trading volume across the Shanghai and Shenzhen markets reached 25,656 billion yuan [1]. Sector Performance - Over 4,800 stocks in the market saw gains, with the photovoltaic industry chain showing strong performance, particularly in the space photovoltaic sector, where companies like Aotewei and Zerun New Energy hit the daily limit with a 20% increase [3]. - The commercial aerospace sector rebounded, with stocks such as Jieli Suojin and Aerospace Development also reaching the daily limit [3]. - The chemical sector remained active, with Wanfeng shares achieving a four-day limit increase [3]. - The precious metals concept saw localized activity, with Hunan Gold hitting the daily limit [4][5]. Precious Metals Market - The precious metals market saw a sharp rebound, with Hunan Gold achieving a remarkable 7-day, 6-limit increase. Other notable performers included Xiaocheng Technology, which rose over 18%, and Zijin Mining, which increased by over 6% [5]. - On February 3, gold prices surged, with spot gold rising over 5% to surpass $4,900 per ounce, while silver also maintained an upward trend, increasing over 8% to break through $86 per ounce [6]. - According to China Galaxy Securities, the recent decline in precious metal prices can be viewed as a market-driven cooling following a period of rapid price increases, rather than a panic exit of funds. This price correction is seen as a normal phenomenon that helps release overheated market sentiment [6]. - Guotai Junan Securities indicated that the recent significant drop in precious metal prices is a technical adjustment to the irrational increases seen since the beginning of the year, rather than the end of a long-term upward trend for gold. The decline in speculative sentiment and leverage levels is expected to support a healthier upward trend for gold in the near term [6]. Computing Power Leasing Sector - The computing power leasing sector showed continued strength, with Tianwei Vision experiencing a direct limit increase [7][8]. - Other companies in this sector, such as Wangsu Technology and Capital Online, saw increases of over 10% [8]. - The CPO concept also performed actively, with Robotech hitting a 20% limit increase, and companies like Juguang Technology, Dekeli, and Tianfu Communication rising over 10% [8]. - According to Dongwu Securities, major overseas cloud providers have begun raising prices for their services, marking the first increase in years. This trend is expected to influence domestic cloud providers to follow suit, creating investment opportunities in the AI cloud industry as demand increases [8].

Core Viewpoint - The A-share market experienced a significant upward trend, with major indices showing notable gains, particularly in the photovoltaic and computing hardware sectors [2][3]. Market Performance - The Shanghai Composite Index rose by 1.29% to 4067.74 points, the Shenzhen Component Index increased by 2.19% to 14127.11 points, the ChiNext Index gained 1.86% to 3324.89 points, and the Sci-Tech Innovation Index surged by 2.44% to 1803.14 points [2][3]. - The trading volume in the Shanghai and Shenzhen markets reached 2.54 trillion yuan, a decrease of 40.5 billion yuan compared to the previous trading day, with over 4800 stocks rising [6]. Sector Highlights - The photovoltaic industry chain saw a strong performance, with stocks like Zairun New Energy and Dike Co., Ltd. hitting the daily limit of 20% increase [4][5]. - Computing hardware stocks continued their upward trend, with companies such as Robotec and Tiantong Co., Ltd. also reaching the daily limit [5][6]. Capital Flow - Main capital inflows were observed in the communication, photovoltaic equipment, and national defense sectors, while there were outflows in non-ferrous metals, securities, and semiconductors [8]. - Specific stocks that attracted significant net inflows included Aerospace Development, Huasheng Tiancheng, and Kweichow Moutai, with inflows of 2.031 billion yuan, 1.698 billion yuan, and 1.212 billion yuan respectively [9]. - Conversely, stocks like Zhongji Xuchuang, Blue Ocean Yingshi, and Xinyi Sheng faced net outflows of 1.909 billion yuan, 1.128 billion yuan, and 1.1 billion yuan respectively [10]. Institutional Perspectives - Jin Yuan Securities indicated that the market may face short-term adjustment pressure [11]. - Guotai Junan suggested that the volatility in the precious metals sector presents a buying opportunity [12]. - Huatai Securities noted that the core drivers of the current spring market remain unchanged, and adjustments in indices may provide a window for positioning [13].

02月03日消息，截止13:20，HJT电池板块活跃，国晟科技（维权）、鹿山新材、宇晶股份涨停，罗博特 科、帝科股份、隆华科技、迈为股份、帝尔激光、英杰电气、晶澳科技等个股涨幅居前。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 ...

Market Overview - A-shares experienced a significant rebound with all three major indices rising, particularly the ChiNext Index which surged over 2% [2] - The photovoltaic industry index saw a notable increase of 4.78%, while military and aerospace indices also rose by over 3% [2] - The market structure indicates that the main drivers of the rebound were the active photovoltaic and commercial aerospace sectors [2] Photovoltaic Sector - The photovoltaic sector saw widespread gains, with TOPcon battery concept stocks leading the market [6] - Key stocks included: - Aotewei recorded a 20% limit-up - Shuangliang Energy and Fostek both hit 10% limit-up - Maiwei shares rose by 11.77% [7][8] - The demand for space-based photovoltaic energy is expected to become a new growth area, driven by global space energy needs and supply chain restructuring [9] Commercial Aerospace Sector - The commercial aerospace sector also saw rapid gains, with stocks like Tongyu Communication and Aerospace Development hitting the 10% limit-up [10][11] - The successful testing of a liquid rocket engine by a private aerospace company is expected to bolster confidence in the sector [11] Precious Metals Sector - The precious metals sector continued to decline, with several stocks hitting the 10% limit-down, including Zhaojin Gold and Sichuan Gold [15] - Despite the drop in stocks, spot gold and silver prices rebounded, with gold reaching $4,809 per ounce, up over 3% [17]

隔夜美股存储芯片板块大涨，韩国股市的SK海力士、三星电子上午均大涨。市场担忧情绪消散，A股存储芯片板块早盘强势反弹，带动科技股情绪回暖。 不过，盘中又发生新变化，寒武纪上午跌超12%。市场担心，公司2026年一季度业绩或低于市场预期。此外，腾讯控股、阿里巴巴等个股大跌。 人气主线商业航天板块大涨，个股掀起涨停潮，并带动军工、3D打印、光伏设备等板块上涨。 截至上午收盘，上证指数上涨0.38%，深证成指上涨0.93%，创业板指上涨0.76%。 科技股领域，利空传言频频来袭。 昨天，受相关市场消息影响，存储芯片板块大跌，进而引发对半导体产业链叙事逻辑的担忧，科技股昨天集体受挫。 今天上午，商业航天板块上涨，海兰信、帝科股份等个股大涨。 | | | 商业航天 2488.37 3.26% | | € | | --- | --- | --- | --- | --- | | 成分股 | 基金 | 资金 | 板块分析 | 新闻 | | 5 展开分析 | | 最新 | 涨幅 ◆ | 流通市值 | | 海兰信 融 300065 | | 29.42 | 19.98% | 193亿 | | 首板涨停 最终涨停 11:19 | | ...

Core Viewpoint - The CPO (Co-Packaged Optics) concept stocks in the A-share market have experienced a significant surge, with multiple companies reaching historical highs, driven by advancements in optical integration technology and increasing demand from AI-driven data centers and transmission networks [1][2]. Group 1: Market Performance - Companies such as Robotech (罗博特科) saw a rise of over 17%, while Juguang Technology (炬光科技) and Hengtong Optic-Electric (亨通光电) also performed strongly, with increases exceeding 10% [1]. - Notable stock performances include: - Robotech: 17.82% increase, market cap of 69.9 billion - Juguang Technology: 10.92% increase, market cap of 25.4 billion - Hengtong Optic-Electric: 4.88% increase, market cap of 90.2 billion [2]. Group 2: CPO Technology Overview - CPO technology integrates network switching chips and optical modules into a single slot, significantly reducing the physical distance between them, which enhances data transmission speed and reduces signal loss [1]. - This technology is expected to optimize data interaction efficiency compared to traditional hot-swappable modules and LPO (Linear Pluggable Optics) technology [1]. Group 3: Market Projections - According to CignalAI, the revenue for the optical module market is projected to exceed $18 billion by 2025, with coherent optical modules expected to reach nearly $6 billion [1]. - By 2029, the market size for 400G and above optical modules is anticipated to approach $30 billion [1].