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光模块、PCB、芯片等AI硬件股暴涨,高手关注这些细分板块!

Group 1 - The core point of the news is the significant rise in A-share stocks related to Nvidia's supply chain, driven by Oracle's surge in the US stock market, with the Shanghai Composite Index closing up 1.65% at 3875.31 points [1] - The trading volume in the Shanghai and Shenzhen markets reached 24.377 trillion yuan, a substantial increase of 4.596 trillion yuan compared to the previous day [1] - The AI hardware sector saw strong performance, with companies like Victory Technology, Industrial Fulian, and New Yi Sheng leading the gains [5][6] Group 2 - The "Digging Gold Competition" is currently ongoing, allowing participants to simulate stock trading with a virtual fund of 500,000 yuan, with rewards for positive returns [1][10] - The competition encourages participants to explore low-position segments such as optical switches and silicon carbide, indicating potential investment opportunities [5][6] - The competition also offers various benefits, including access to the "Fire Line Quick Review" for five days upon registration, which provides insights into market trends and investment logic [10][13] Group 3 - The "Grain Cup - National Futures Simulation Competition" is being held, allowing participants to trade with a simulated fund of 1 million yuan, providing a risk-free environment to practice trading [10][11] - The competition features weekly and monthly rewards, with a maximum monthly prize of 1,288 yuan for individual participants, encouraging engagement from both novice and experienced traders [11][12] - Participants can benefit from educational resources and real-time market analysis provided by the research team, enhancing their trading skills [11][12]