1900亿龙头 涨停！历史新高

Market Performance - The three major A-share indices all rose today, with the Shanghai Composite Index increasing by 1.17%, the Shenzhen Component Index by 1.82%, and the ChiNext Index by 1.76% [2] Sector Performance - The cyclical stocks, including oil and gas extraction, non-ferrous metals, and chemicals, experienced significant gains, with the oil and gas extraction and services sector rising by 10.29% [4] - Notable stocks in the oil and gas sector included: - Keli Co., Ltd. (涨幅 23.75%, 市值 17亿) - Tongyuan Petroleum (涨幅 20.04%, 市值 74.8亿) [4] Price Trends in Fiber Optics and MLCC - The price of G.652.D single-mode optical fiber in China reached a nearly seven-year high of over 35 yuan per core kilometer, driven by increased demand from global AI data centers and supply constraints in key materials [6] - The MLCC (Multi-layer Ceramic Capacitor) sector also saw price increases, with leading stock Fenghua Hi-Tech hitting a price limit. Recent reports indicated a nearly 20% rise in the spot price of MLCC in South Korea, attributed to surging demand from AI servers [6] Infrastructure and Power Sector - The power infrastructure sector, including UHV (Ultra High Voltage), flexible DC transmission, and grid equipment, saw substantial increases. The State Council's recent policy aims to establish a unified national electricity market by 2030, which is expected to drive demand for core products like UHV and smart switches [9]