据交易所数据显示，截至2月24日午间收盘，主力资金流入前20的股票分别为： 中际旭创（21.70亿元）、 华工科技（12.27亿元）、 中国中铁（10.97亿 元）、 新易盛（9.21亿元）、 沪电股份（8.52亿元）、 胜宏科技（7.40亿元）、 润泽科技（7.28亿元）、 湖南白银（6.98亿元）、 昆仑万维（6.97亿元）、 再升科技（6.31亿元）、 协鑫集成（6.22亿元）、 天孚通信（6.10亿元）、 保变电气（5.99亿元）、 中国船舶（5.84亿元）、 兆易创新（5.84亿元）、 北京 君正（5.45亿元）、 澜起科技（5.42亿元）、 永鼎股份（4.76亿元）、铜陵有色（4.63亿元）、 洲际油气（4.19亿元）。 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行) | | --- | --- | --- | --- | | 中际旭创 | 6.27 | 21.70亿元 | 通信 | | 华工科技 | 10 | 12.27亿元 | 机械设备 | | 中国中铁 | 10 | 10.97亿元 | 建筑装饰 | | 新易盛 | 3.68 | 9.21亿元 | 通信 | | 沪电股份 | ...

Market Performance - The three major A-share indices collectively rose in the morning session, with the Shanghai Composite Index increasing by 1.17%, the Shenzhen Component Index by 1.82%, and the ChiNext Index by 1.76% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 15,210 billion yuan, an increase of 3,074 billion yuan compared to the previous day [1] - Over 4,200 stocks in the market experienced gains [1] Sector Performance - The sectors that saw significant gains included oil and gas extraction and services, precious metals, fiber optics, phosphorus chemicals, chemical raw materials, electric grid equipment, coal mining and processing, CPO, and port shipping [1] - Conversely, sectors that faced declines included film and cinema, AI applications, cloud computing, tourism and hotels, insurance, and liquor [1] Key Drivers - Resource cyclical stocks, including oil, natural gas, and gold, surged due to concerns over Trump's tariff policies and escalating tensions in the US-Iran situation [1] - Notable stocks such as Zhongman Petroleum, Hunan Silver, and Jinniu Chemical reached their daily limit [1] - The demand driven by AI led to strong performance in computing hardware stocks, with Longfei Fiber Optics hitting a historical high and stocks like Tianfu Communication, Zhongji Xuchuang, and Xinyi Sheng showing significant gains [1] Notable Declines - The film and cinema sector experienced a sharp decline, with companies like Light Media hitting a 20% limit down, and others such as China Film, Hengdian Film, and Bona Film also facing significant drops [1] - According to the National Film Administration, the box office for the 2026 Spring Festival reached 5.752 billion yuan [1] - Many AI application concept stocks also saw declines, with companies like Meiri Interactive and Jin Modern leading the losses [1]

Core Insights - The semiconductor industry is witnessing a shift from chip manufacturing processes to the efficiency of inter-chip connections, driven by the exponential growth of AI model parameters [1] - Co-Packaged Optics (CPO) has emerged as a critical focus in the industry, transitioning from a laboratory concept to a commercial reality [2] Industry Trends - CPO integrates high-speed optical engines/modules with switch chips using advanced packaging technologies, aiming to address the limitations of traditional pluggable optical modules [2] - CPO technology can reduce power consumption by over 40%, increase bandwidth by three times, and decrease latency by 50%, making it suitable for AI training clusters and large-scale data centers [5] - The global Datacom CPO market is projected to grow from under $70 million in 2024 to $8 billion by 2030, with a compound annual growth rate exceeding 120% [5] Company Performance - Lumentum reported a revenue of $665.5 million for Q2 FY26, exceeding market expectations and reflecting a 65% year-over-year increase, driven by strong demand in AI and cloud computing [9] - Coherent's Q2 FY26 revenue reached $1.686 billion, a 17% increase year-over-year, with data center and communication sectors being the main growth drivers [16] - Tower Semiconductor announced a record revenue of $440 million for Q4 FY25, with significant investments in silicon photonics to increase production capacity [24] Demand and Supply Dynamics - Lumentum's management indicated a clear demand surge for CPO, with a significant order for high-power laser devices expected to generate substantial revenue in 2027 [11] - Coherent secured a large CPO order from a leading AI data center client, highlighting the strong market demand for CPO solutions [20] - Tower Semiconductor's silicon photonics capacity is largely pre-booked by clients, indicating a robust demand outlook [25] Future Outlook - CPO is expected to transition from a focus on horizontal scaling (Scale-Out) to vertical scaling (Scale-Up), with significant market potential as it begins to replace copper cables [29] - The industry anticipates that CPO will become a core component of AI infrastructure, with a projected market potential in the hundreds of billions [33] - Despite current technological and market challenges, the CPO sector is poised for significant growth, driven by advancements in technology and increasing demand from AI applications [34]

春节后第一个交易日（2月24日）A股三大指数集体上涨，创业板指涨幅扩大至2%，，覆盖科创板+创 业板高成长龙头的硬科技宽基——双创龙头ETF（588330）涨势如虹，场内涨幅一度上探2.12%，现涨 1.8%，盘中收复5日、20日均线。 | | | | 分时 都日 1分 5分 15分 30分 60分 日 周 月 图序 | | | | | | F9 盘和盘后 露加 九刷 图线 工具 @ 2 > | | 双创龙头ETF O | | 588330 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 565305双创花头217J1100 6 0.962 图数 0.017(1.80%) 约价 0.955 域交量 3339 (OFV 0.9567 | | | | | 2026/02/24 | 0.962 | | +0.017 +1.80% | | | | | | | | | | | | | 552 CNY 112205 ID C | | 清除了解了 | | | | | | | ...

Core Viewpoint - The A-share market experienced a collective rise on the first trading day after the Spring Festival, with the ChiNext Index increasing by 2%, driven by strong performance in hard technology sectors and the Double Innovation Leader ETF (588330) showing significant gains [1][5]. Market Performance - On February 24, the A-share market saw all three major indices rise, with the ChiNext Index's gains reaching 2% and the Double Innovation Leader ETF (588330) peaking at a 2.12% increase during trading [1]. - The ETF's price rose by 1.8% during the session, recovering its 5-day and 20-day moving averages [1]. Sector Highlights - Leading stocks in the optical module sector surged, with Tianfu Communication rising over 14% to reach a historical high, while Zhongji Xuchuang and Xinyi Sheng increased by over 7% and 4%, respectively [1][3]. - Other notable performers included Runze Technology, which rose over 14%, and Sanhuan Group, which increased by over 12% [1][3]. Fund Inflows - The total inflow of new capital from public funds into the market exceeded 90 billion CNY, with a focus on technology growth sectors [3]. - CITIC Securities noted that the overall strong performance of global markets during the Spring Festival period contributed to a positive market sentiment in A-shares, suggesting a potential new upward trend [3]. ETF Performance - The Double Innovation Leader ETF (588330) has achieved a cumulative increase of 60.86% year-to-date, outperforming major indices such as the ChiNext 50 (57.45%) and the ChiNext Index (49.57%) [5]. - The ETF is designed to track a selection of 50 large-cap strategic emerging industry companies from the STAR Market and ChiNext, focusing on sectors like optical modules, semiconductors, and photovoltaic equipment [5]. Historical Trends - Historical data indicates that the probability of the Shanghai Composite Index and ChiNext Index rising on the first trading day after the Spring Festival is around 60% [4]. - Analysis from Zhongyuan Securities suggests that the market's upward trend is likely to continue in the following trading days, aligning with the "14th Five-Year Plan" and global monetary easing trends [4].

Core Viewpoint - The performance of the CSI 300 ETF managed by CICC shows a slight increase, with notable movements in its constituent stocks, indicating mixed market sentiment and sector performance [1] Group 1: ETF Performance - As of the midday close on February 24, the CSI 300 ETF (510320) rose by 1.11%, priced at 1.271 yuan, with a trading volume of 2.3848 million yuan [1] - The fund's performance benchmark is the CSI 300 Index return, with a total return of 25.57% since its inception on April 16, 2025, and a return of -1.92% over the past month [1] Group 2: Constituent Stocks Performance - Notable declines were observed in major stocks: CATL down 0.48%, Kweichow Moutai down 0.92%, and Ping An Insurance down 0.75% [1] - Conversely, significant gains were recorded in stocks such as Zhongji Xuchuang up 6.27%, Zijin Mining up 4.16%, and NewEase up 3.68% [1] - Other stocks like China Merchants Bank increased by 0.67%, Midea Group by 1.06%, while Industrial Bank decreased by 0.43% and Changjiang Power increased slightly by 0.15% [1]

来源：新浪基金∞工作室 A500ETF中金（512080）业绩比较基准为中证A500指数收益率，管理人为中金基金管理有限公司，基 金经理为刘重晋，成立（2025-01-14）以来回报为32.06%，近一个月回报为-0.93%。 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。 2月24日，截止午间收盘，A500ETF中金（512080）涨1.51%，报1.342元，成交额1054.07万元。 A500ETF中金（512080）重仓股方面，宁德时代截止午盘跌0.48%，贵州茅台跌0.92%，中国平安跌 0.75%，中际旭创涨6.27%，紫金矿业涨4.16%，招商银行涨0.67%，新易盛涨3.68%，美的集团涨 1.06%，兴业银行跌0.43%，长江电力涨0.15%。 ...

2月24日，新易盛涨5.09%，截至发稿，报384.75元/股，成交127.77亿元，换手率3.89%，总市值3824.45 亿元。 截至发稿，刘宏毅累计任职时间8年40天，现任基金资产总规模2.71亿元，任职期间最佳基金回报 373.56%， 任职期间最差基金回报-11.33%。 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 数据显示，华润元大基金旗下1只基金重仓新易盛。华润元大信息传媒科技混合A（000522）四季度减 持1.4万股，持有股数3.5万股，占基金净值比例为6.09%，位居第八大重仓股。根据测算，今日浮盈赚 取约65.24万元。 华润元大信息传媒科技混合A（000522）成立日期2014年3月31日，最新规模2.16亿。今年以来收益 1.04%，同类排名7164/8994；近一年收益73.27%，同类排名476/8199；成立以来收益439.86%。 华润元大信息传媒科技混合A（000522）基 ...

Market Overview - The Shanghai Composite Index increased by 0.41% to close at 4082.07 points, with a weekly high of 4142.56 points [1] - The Shenzhen Component Index rose by 1.39% to 14100.19 points, reaching a peak of 14296.48 points [1] - The ChiNext Index saw a 1.22% increase, closing at 3275.96 points, with a high of 3348.48 points [1] - In the global market, the Nasdaq Composite fell by 2.1%, the Dow Jones Industrial Average decreased by 1.23%, and the S&P 500 dropped by 1.39% [1] - In the Asia-Pacific region, the Hang Seng Index rose by 0.03%, while the Nikkei 225 Index increased by 4.96% [1] New Stock Issuance - Two new stocks were issued during the week: Tongbao Optoelectronics (920168.BJ) on February 9, 2026, and Tongling Technology (920187.BJ) on February 11, 2026 [2] Margin Trading - The total margin trading balance in the Shanghai and Shenzhen markets was 25,797.58 billion yuan, with a financing balance of 25,640.12 billion yuan and a securities lending balance of 157.46 billion yuan [3] - The margin trading balance decreased by 752.4 billion yuan compared to the previous week [3] - The Shanghai market's margin trading balance was 13,113.7 billion yuan, down by 356.66 billion yuan, while the Shenzhen market's balance was 12,683.88 billion yuan, down by 395.74 billion yuan [3] - A total of 3,486 stocks had margin buying, with 184 stocks having over 1 billion yuan in buying amounts, led by Xinyi Technology (103.25 billion yuan), Zhongji Xuchuang (98.63 billion yuan), and Wangsu Science and Technology (74.22 billion yuan) [3] Fund Issuance - Seven new funds were issued during the week, including Guoshou Anbao Enhanced Return Bond E, Huafu Anhua Bond D, Dongfanghong Monetary F, Bank of China Health Life Mixed C, Huitianfu Tiantianle Double Win Bond E, Nuoan Selected Return Mixed C, and Changsheng Electronic Information Theme Mixed C [5] Share Buybacks - Eight companies announced share buybacks, with the highest amounts executed by Luxshare Precision (002475), Hengyi Petrochemical (000703), Linyang Energy (601222), Kaiying Network (002517), and Huitai Medical (688617) [7] - The industries with the highest buyback amounts were electronics, petroleum and petrochemicals, and public utilities [8]

据交易所数据显示，截至2月24日开盘一小时，主力资金流入前20的股票分别为： 中际旭创（16.27亿元）、 华工科技（11.88亿元）、 中国中铁（10.39亿 元）、 沪电股份（6.78亿元）、 湖南白银（6.73亿元）、 润泽科技（6.44亿元）、 协鑫集成（5.92亿元）、 再升科技（5.92亿元）、 天孚通信（5.87亿 元）、 保变电气（5.56亿元）、 中国船舶（5.50亿元）、 永鼎股份（5.40亿元）、 胜宏科技（5.20亿元）、 新易盛（4.34亿元）、 北京君正（4.15亿元）、 特变电工（4.06亿元）、 洲际油气（4.04亿元）、 金风科技（4.02亿元）、 太极实业（3.92亿元）、 深南电路（3.82亿元）。 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行) | | --- | --- | --- | --- | | 中际旭创 | 5.27 | 16.27亿元 | 通信 | | 华工科技 | 10 | 11.88亿元 | 机械设备 | | 中国中铁 | 10 | 10.39亿元 | 建筑装饰 | | 沪电股份 | 4.5 | 6.78亿元 | 电子 | | 湖南白银 ...