12月17日，A股三大指数早盘小幅走高，午后大幅拉升；截至收盘，沪指涨1.19%报3870点，深证成指涨2.4%，创业板指涨3.39%。全 市场成交额1.83万亿元，较前一交易日增量863亿元，超3600股上涨。 | 代码 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 00001 上证指数 | | 3870.28 +45.47 +1.19% | | | | 399001 深证成指 13224.51 +309.84 +2.40% | | | | | | 399006 创业板指 | | 3175.91 +104.15 +3.39% | | | 盘面上，能源金属走强，盛新锂能涨停；CPO概念走高，联特科技、光迅科技等多股涨停；保险股拉升，中国太保涨超4%。另外，海 南板块逆市下挫，海南瑞泽跌停；种植业与林业板块走低，空间站概念、航天航空及免税概念等跌幅居前。 具体来看： 能源金属板块走高，盛新锂能涨停，融捷股份、永杉锂业、西藏矿业涨超6%。 消息面上，市场监管总局在例行新闻发布会上通报，已于近期依法附加限制性条件，批准了智利国家铜业公司与智利化工矿业 ...

转自：证券时报 人民财讯12月17日电，CPO概念持续走高，截至发稿，光迅科技、联特科技等多股涨停，德科立、中际 旭创等涨幅居前。 人民财讯12月17日电，CPO概念持续走高，截至发稿，光迅科技、联特科技等多股涨停，德科立、中际 旭创等涨幅居前。 转自：证券时报 ...

Core Viewpoint - The A-share market showed a positive trend today, with the Shanghai Composite Index rising by 0.77% and trading volume increasing significantly compared to the previous trading day [1] Industry Performance - The communication sector led the gains with an increase of 3.03%, followed by the electronics sector at 1.25% and the basic chemicals sector at 1.17% [1] - The defense and military industry experienced the largest decline at -0.76%, followed by light industry manufacturing at -0.69% and real estate at -0.66% [1] Trading Volume and Changes - The total trading volume reached 833.76 billion shares, with a total transaction amount of 12,786.33 billion yuan, marking an increase of 700.39 million yuan from the previous trading day [1] - The communication sector had a transaction amount of 1,092.14 billion yuan, which decreased by 15.68% compared to the previous day [1] - The electronics sector recorded a transaction amount of 2,035.94 billion yuan, down by 6.24% from the previous day [1] Leading Stocks - The leading stock in the communication sector was Lian Te Technology, which rose by 20.00% [1] - In the electronics sector, N Mu Xi-U saw a significant increase of 673.99% [1] - The basic chemicals sector was led by Dongfang Iron Tower, which increased by 10.03% [1]

| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 301205 | 联特科 技 | 20.00 | 29.91 | 153.27 | 174.00 | 13.53 | | 301123 | 奕东电 子 | 20.01 | 17.92 | 47.19 | 52.78 | 11.85 | | 688167 | 炬光科 技 | 16.07 | 10.60 | 165.37 | 184.00 | 11.26 | | 688392 | 骄成超 声 | 14.81 | 3.25 | 111.49 | 123.48 | 10.75 | | 688228 | 开普云 | 20.00 | 5.07 | 201.86 | 223.20 | 10.57 | | 301182 | 凯旺科 技 | 13.86 | 7.48 | 35.38 | 38.27 | 8.18 | | 300990 | 同飞股 份 | 13.2 ...

编辑 ｜ 钉钉 12月17日午后， CPO板块 持续走强， 奕东电子20%涨停， 联特科技逼近涨停， 中瓷电子、 长飞 光纤、环旭电子涨停， 天孚通信涨超8%，新易盛涨超7%。 | 名称 | 涨幅 % v | 现价 | 涨速 % | | --- | --- | --- | --- | | 奕东电子 | +20.01% | 52.78 | 0.00 | | 联特科技 | +19.28% | 172.95 | -0.11 | | 华光新材 | +16.41% | 54.40 | -0.73 | | 炬光科技 | +14.09% | 180.86 | 0.65 | | 源杰科技 | +12.17% | 673.00 | -0.72 | | 中瓷电子 | +10.00% | 74.88 | 0.00 | | 长飞光纤 | +10.00% | 98.23 | 0.00 | | 环旭电子 | +9.99% | 28.19 | 0.00 | | 德福科技 | +8.62% | 37.55 | -0.21 | | 天孚通信 | +8.32% | 215.89 | -0.74 | | 永鼎股份 | +7.99% | 20.42 ...

Core Viewpoint - The computing hardware sector is experiencing a significant rally, with multiple companies seeing substantial stock price increases on December 17. Group 1: Company Performance - LianTe Technology and ZhongCi Electronics reached their daily limit up, indicating strong investor interest and confidence in these stocks [2] - YiDong Electronics also hit the daily limit up, reflecting positive market sentiment [2] - JuGuang Technology and YuanJie Technology saw their stock prices increase by over 10%, showcasing robust performance in the sector [2] Group 2: Market Trends - The overall trend in the computing hardware sector is bullish, with several companies such as TianFu Communication, XinYiSheng, ShengYi Electronics, TaiChenGuang, and ChangXin BoChuang also experiencing price increases [2]

Market Overview - A-shares experienced a collective rebound with the ChiNext Index leading the gains, closing at 3,831.43 points, up 0.17% for the Shanghai Composite Index, 0.83% for the Shenzhen Component Index, and 1.21% for the ChiNext Index [2] - The total trading volume for the Shanghai, Shenzhen, and Beijing markets reached 1,040.2 billion yuan [2] AI and GPU Sector - The AI sector saw renewed activity, with stocks like NewEase and Zhongji Xuchuang each exceeding 10 billion yuan in trading volume, with NewEase leading at 13.1 billion yuan [2] - GPU star stock Muxi Co., Ltd. debuted on the Sci-Tech Innovation Board, soaring by 755% at one point, reaching a peak price of 895 yuan per share, and closing at 824.50 yuan, marking a 687.79% increase [5][7] - Muxi Co., Ltd. achieved a market capitalization of 329.9 billion yuan at midday, with a single share profit of approximately 360,000 yuan, making it the most profitable new stock of the year [5][9] Lithium Battery and CPO Concepts - The lithium battery industry chain showed strong performance, with stocks like Jinyuan Co. and Tianji Co. hitting the daily limit [4] - The CPO concept experienced a rebound, with stocks like LianTe Technology rising nearly 15% and reaching a historical high [11] Consumer Sector - The consumer sector remained active, with significant gains in food and beverage, dairy, and tourism, as stocks like Ruipu Food and Zhuangyuan Pasture hit the daily limit [14] - Data from Qunar Travel indicated that hotel bookings in popular cities for the New Year period are expected to triple year-on-year, with Guangzhou, Nanning, and Shanghai being the top cities for bookings [15] Investment Insights - Huatai Securities reported that Chinese optical module companies are likely to maintain a competitive advantage, with significant demand expected for high-speed optical modules in 2026, driven by increased AI computing power investments [13] - Zhongyin Securities highlighted that various segments within the consumer sector, such as medical services and non-white liquor categories, show strong earnings growth and are currently undervalued, presenting investment opportunities [16]

Core Viewpoint - The CPO concept stocks in the A-share market have shown strong performance, with several companies experiencing significant price increases [1] Group 1: Stock Performance - Lian Te Technology increased by over 12% [1] - Ju Guang Technology rose by over 10% [1] - Changfei Fiber achieved a 10% limit up [1] - Tianfu Communication and Xin Yi Sheng both saw increases of over 7% [1] - Zhongfu Circuit rose by over 6% [1] - Yongding Co., Guangku Technology, Taicheng Light, Jingwang Electronics, and Tiantong Co. all increased by over 5% [1] - Changxin Bochuang, Dekeli, Zhongji Xuchuang, Guangxun Technology, and Cambridge Technology all rose by over 4% [1]

Group 1 - The optical module (CPO) index increased by 3% on December 17 [1] - LianTe Technology saw a rise of over 12% [1] - Tianfu Communication increased by 8.06% [1] - Guangku Technology rose by 7.01% [1] - Changxin Bochuang experienced a growth of 4.89% [1] - Dekeli increased by 4.67% [1]

来源：新浪证券-红岸工作室 12月16日，联特科技跌8.81%，成交额23.10亿元，换手率22.86%，总市值188.13亿元。 异动分析 共封装光学(CPO)+5G+芯片概念+数据中心+人民币贬值受益 1、2022年12月8日互动易回复：公司拥有了光芯片集成、高速光器件以及高速光模块设计、生产的核心 能力，在高速信号设计和仿真、光学仿真和光耦合工艺领域掌握了相关核心技术。公司目前研发的有基 于EML（电吸收调制激光器）、SIP（硅光）、TFLN（薄膜铌酸锂）调制技术的800G光模块，以及用 于下一代产品NPO（近封装光学）/CPO（共封装光学）所需的高速光连接技术、激光器技术和芯片级 光电混合封装技术等。 今日主力净流入-3.24亿，占比0.14%，行业排名79/88，该股当前无连续增减仓现象，主力趋势不明显； 所属行业主力净流入-71.01亿，连续2日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-3.24亿-1523.28万3536.48万8605.66万5.14亿 主力持仓 主力轻度控盘，筹码分布较为分散，主力成交额11.58亿，占总成交额的10.83%。 2、光模块目前主要应用市 ...