A股大涨，“易中天”涨超13CM

Market Overview - The A-share market experienced a significant rally on September 11, with all three major indices closing higher. The Shanghai Composite Index rose by 1.65%, the Shenzhen Component Index increased by 3.36%, and the ChiNext Index surged by 5.15%, reaching a three-year high at 3053.75 points. The total market turnover was approximately 2.46 trillion yuan, with over 4200 stocks advancing [1][3]. Technology Sector Performance - The technology sector saw substantial gains, particularly in computing hardware, with stocks like Haiguang Information hitting the daily limit and achieving a historical high. The optical module index rose nearly 10%, with notable increases in stocks such as New Yisheng (up 13.42%), Zhongji Xuchuang (up 14.28%), and Tianfu Communication (up 13.54%) [3][6]. Key Stock Movements - Key stocks in the technology sector included: - Shenghong Technology: +16.28% - Yuanjie Technology: +15.65% - Zhongji Xuchuang: +14.28% - Tianfu Communication: +13.54% [5][7]. Data Center and Power Supply Insights - According to research from Guohai Securities, the server supply chain is showing positive signals with performance improvements in GPU and PCB sectors. The data center supply chain continues to exhibit high growth in areas such as optical modules and power supply [9][12]. Electric Power Equipment Sector - The electric power equipment sector saw a rise, with stocks like Liuxin Co. and Baiyun Electric reaching their daily limits. The report suggests focusing on high-voltage direct current (HVDC) and solid-state transformers as they are expected to gradually be applied [10][12]. Brokerage Sector Activity - The brokerage sector also performed well, with Guohai Securities hitting the daily limit and other firms like Changjiang Securities and Pacific Securities following suit. The overall sentiment in the securities sector is optimistic due to a favorable liquidity environment and improved investor confidence [13][16].