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 ...

相关ETF： 通信ETF华夏（515050）：跟踪中证5G通信主题指数，最新规模近80亿元，深度覆盖光模块、通信设 备、算力基础设施等领域，CPO+CPB概念股权重合计超76%，位居全市场第一。前五大权重股包含中 际旭创、新易盛等光模块龙头，同时覆盖立讯精密、工业富联等算力硬件标的。(A类：008086；C类： 008087) 创业板人工智能ETF华夏（159381）：跟踪指数的一半权重集中在光模块CPO板块，另一半权重覆盖AI 软件应用领域，形成"硬件+应用"的均衡布局。前10大权重股为中际旭创（14.27%）、新易盛 （13.00%）、天孚通信（7.20%）、蓝色光标、协创数据、同花顺、北京君正、润泽科技、昆仑万维、 深信服。目前基金规模近20亿元，场内综合费率仅0.20%，为同类最低，适合追求高弹性、看好AI+主 线的投资者。场外联接（A类：025505；C类：025506） 云计算ETF华夏（516630）：聚焦国产AI软硬件算力，计算机软件+云服务+计算机设备合计权重高达 83.7%，deep seek、AI应用含量均超40%。场内综合费率仅0.20%，位居同类最低。场外联接（A类： 019868； ...

Group 1 - The core viewpoint of the news highlights the strong performance of AI computing hardware stocks in the A-share market, particularly in optical modules and communication sectors, with significant gains observed on the first trading day after the Spring Festival [1] - Communication ETF Huaxia (515050) rose over 2.5%, with major holdings like Tianfu Communication increasing by over 10% and Huagong Technology hitting the daily limit [1] - Companies in the "China Optics Valley" are ramping up production, with orders for AI optical modules extending to Q4 2026, indicating robust demand and operational capacity [1] Group 2 - Open Source Securities' latest report anticipates a significant "siphon effect" from AI by 2026, with major global players like Google and Meta increasing their AI capital expenditures [2] - Domestic AI giants such as ByteDance, Alibaba, and Tencent are expected to enter a phase of large-scale investment in AI computing [2] - The report emphasizes three core themes: "optical, liquid cooling, and domestic computing," while also recommending attention to AI applications, telecom operators, and satellite internet & 6G sectors [2] Group 3 - The Communication ETF Huaxia (515050) focuses on electronic (PCB, consumer electronics) and communication (optical modules, servers) computing hardware, with top five holdings including Zhongji Xuchuang, Xinyi Sheng, and Lixun Precision [3] - The Growth Enterprise Market Artificial Intelligence ETF Huaxia (159381) tracks an index with nearly 50% weight in CPO, covering domestic software and AI application companies, providing high elasticity [3] - The top three weighted stocks in the AI ETF are Zhongji Xuchuang (15.64%), Xinyi Sheng (15.57%), and Tianfu Communication (6.85%), with a low comprehensive fee rate of only 0.20% [3]

Core Viewpoint - The artificial intelligence (AI) industry is experiencing a significant surge, driven by the release of new AI models and a shift in focus towards productivity and efficiency in AI applications [1][2]. Group 1: Market Performance - As of February 24, 2026, the CSI Artificial Intelligence Theme Index (930713) rose by 1.29%, with notable gains from stocks such as Runze Technology (up 20.00%), Beijing Junzheng (up 3.52%), and Xiechuang Data (up 2.88%) [1]. - The AI Artificial Intelligence ETF (512930) increased by 1.10%, with the latest price reported at 2.3 yuan [1]. Group 2: Industry Developments - During the Spring Festival, both domestic and international AI developments accelerated, with major companies releasing updated AI models, including ByteDance's Seedance 2.0, Alibaba's Qwen 3.5, and Google's Gemini 3.1 Pro [1]. - The focus of the current AI model updates has shifted from a "parameter competition" to a "productivity competition," emphasizing the ability of models to solve complex real-world tasks [1]. Group 3: Index Composition - The CSI Artificial Intelligence Theme Index comprises 50 listed companies that provide foundational resources, technology, and application support for AI, reflecting the overall performance of AI-related securities [1]. - As of January 30, 2026, the top ten weighted stocks in the index include Zhongji Xuchuang, Xinyi Sheng, and Hanwujing, accounting for a total of 57.27% of the index [2].

Core Viewpoint - The AI ETF (515070) opened with a gain of 1.28%, priced at 2.055 yuan, indicating positive market sentiment towards artificial intelligence investments [1] Group 1: ETF Performance - The AI ETF (515070) has a performance benchmark based on the CSI Artificial Intelligence Theme Index return [1] - Since its establishment on December 9, 2019, the fund has achieved a return of 102.02% [1] - The fund's return over the past month has been -3.29%, suggesting recent volatility [1] Group 2: Major Holdings - Key stocks within the AI ETF include: - Zhongji Xuchuang, which opened up by 2.07% [1] - Xinyi Sheng, which increased by 0.52% [1] - Cambrian, which rose by 1.39% [1] - Lanke Technology, which gained 3.27% [1] - Zhongke Shuguang, which saw a rise of 1.96% [1] - Keda Xunfei, which increased by 2.24% [1] - Hikvision, which went up by 0.62% [1] - OmniVision, which rose by 1.02% [1] - Kingsoft Office, which increased by 0.23% [1] - Inspur Information, which gained 0.87% [1]

值得一提的是，这个春节假期，"成都造"机器人也在加速"出海"。兴锦人形机器人研发的"镋 钯"机器人批量发货至欧盟，作为全球首款配备19英寸大屏的双足机器人，它将在3月初亮相巴塞 罗那世界移动通信大会。卡诺普生产的工业机器人已出口至40多个国家和地区，在焊接、汽车部 件组装等核心领域实现高精度作业。 成都市经信局市新经济委相关负责人表示，接下来将持续强化政策扶持、优化企业服务、激活发 展动能，推动工业企业满产达产、提质增效，奋力实现一季度工业经济"开门红"。 春节假期，多家重点企业率先"抢跑"。巴莫科技春节假期24小时满负荷生产，一季度海内外订单 已全部排满，全员全力保障订单按时交付。中粮可口可乐四川公司正月初二复工首日即实现满 产，智能化生产线高效运转，当天生产产品23.7万件，3000余人次销售力量下沉市场，保障全省 32万家客户供应不断档。正月初三，成都天马精密机械启动复工，生产效率恢复至正常产能的 70%，并计划3月冲刺产值4亿元。 成都各区（市、县）复工复产全面提速。春节假期，双流经开区通威、新易盛等30家规上企业持 续生产，预计实现产值12亿元。正月初六，记者在双流经开区全益食品生产车间看到，自动化 ...

Core Viewpoint - Chengdu's industrial enterprises are rapidly resuming production after the Spring Festival, aiming for a strong start to the year, with many companies operating at full capacity to meet domestic and international orders [4][5][6]. Group 1: Production Resumption - Key industrial enterprises in Chengdu are leading the recovery of production, with some maintaining 24-hour operations during the holiday to fulfill orders [5]. - For instance, BaMo Technology reported that all orders for the first quarter are fully booked, and employees are working diligently to ensure timely delivery [5]. - China National Beverage Corporation's Sichuan branch achieved full production capacity on the second day of the new year, producing 237,000 products in one day, matching regular output levels [5]. Group 2: Production Efficiency - Chengdu Tianma Precision Machinery Company has improved its production efficiency to 70% of normal capacity post-holiday, compared to only 50% in previous years [5]. - China National Heavy Duty Truck Group's Chengdu subsidiary expects to produce 10,000 vehicles in the first quarter, with a projected output value of 2.8 billion yuan [6]. Group 3: Regional Collaboration - Various districts and industrial parks in Chengdu are working in unison to boost production, with companies like Quan Yi Food ramping up operations to meet a quarterly output target of 260 million yuan [7]. - In Jin Tang County, Sichuan Natuo New Materials has maintained full production since December, achieving over 1 billion yuan in output [8]. Group 4: Technological Innovation - Chengdu's robotics industry is showcasing its capabilities, with local companies exporting products to over 40 countries, enhancing production efficiency [9]. - The "Chengdu-made" robots are not only improving industrial productivity but also providing innovative solutions in community services, such as elder care [9].

公司方面，据中证报表示，A股相关概念股有新易盛 、光迅科技等。 *免责声明：文章内容仅供参考，不构成投资建议 中证报指出，AI数据中心算力提升和下一代无线通信网络6G的蓬勃发展，要求在多样化场景满足信号 的高速、低时延传输。新系统破解"带宽鸿沟"，数据传输速率刷新目前已知的新纪录。这一系统可支持 光纤通信和无线通信双模式传输，显著提升了抗干扰能力。新系统"对融合光学和太赫兹通信系统的进 步作出重要贡献，在6G基站、无线数据中心等场景中极具应用潜力。 *风险提示：股市有风险，入市需谨慎 据中证报报道，我国科学家近日在国际上率先实现光纤通信与无线通信系统的跨网络融合，自主研发 的"光纤—无线一体化融合通信系统"刷新数据传输速率纪录。团队还模拟了6G大规模用户接入场景， 实现86个信道的多路实时8K视频接入演示，传输带宽较目前5G标准提升10倍以上。该突破由北京大学 联合鹏城实验室等团队完成，解决了光纤与无线通信间的"带宽鸿沟"，为6G发展奠定基础。 ...

Group 1 - The core premise of a high-yield model is to identify "monster stocks," which are a small percentage of the market, approximately 5% even in a bull market [1] - Monster stocks are characterized by high momentum, typically found within the top 15-20% of high momentum stocks in the market, allowing for a significant reduction in sample size [1] - A probability of 40% of identifying monster stocks is deemed sufficient for effective investment, meaning that out of five stocks, at least two should be monster stocks [1] Group 2 - Once a monster stock is identified, it is crucial to hold it for a sufficient duration, even for short-term trading, rather than switching to lesser stocks [2] - A minimum position size of 25% is recommended when holding a monster stock to ensure meaningful investment [2] - Timing is important, with strategies for entry based on breakout points and adjustments during pullbacks, as data indicates that buying on dips yields higher success rates than chasing prices [2] Group 3 - Different entry strategies require corresponding exit strategies, with initial positions allowing for slight breaches of support lines, and adjustments made based on momentum shifts [3] - Short-term strategies typically involve selling on highs and re-entering on pullbacks, although this approach is considered challenging [3] - The development of behavioral patterns in trading is based on positive feedback loops, where successful experiences reinforce confidence and improve decision-making [3] Group 4 - The probability of capturing monster stocks is relatively high [4] - It is essential to remain invested during the main upward phase of monster stocks [4] - Heavy investment in monster stocks is advised [4] - Adhering to established rules for entry, profit-taking, and loss-cutting is critical [4]

中新网四川新闻2月16日电 为深入推进"进解优促"行动，密切政企联系、凝聚发展共识，助力一季度工 业经济"开门红"，近日，成都市双流区深入开展"送春联，送政策，送服务"春节慰问走访活动，向全区 工业企业致以新春的美好祝福，感谢企业长期以来为双流工业经济高质量发展作出的突出贡献。 "接下来，我们将持续深化'进解优促'专项行动，常态化开展政企对接活动，不断优化惠企政策、提升 服务质效，破解企业发展难题、激发企业发展活力，政企同心、携手同行，推动双流工业经济高质量发 展迈上新台阶。"双流区经信局相关负责人表示。 2025年，双流全区485家规上工业企业数量稳居全市第1；规上工业增加值同比增长10.3%，创4年来最 好成绩，首次超过全国、全省、全市增速。工业投资、工业技改投资总量均居全市第2；新认定国家级 专精特新"小巨人"企业6家，累计达29家，省级专精特新中小企业累计219家；新易盛产值飙至194亿 元、全球光模块业务排名升至第3；通威五期产值同比增长142%，"大企业顶天立地、中小企业铺天盖 地"的格局加速成型。 2026年，双流将锚定"智造航空港、幸福公园城"城市意象，围绕塑造"一心三城三区多园"城市发展格 ...