从光模块配置上，创业板人工智能ETF（159363）基金经理近期表示，在美股开始底部显著反弹之际， 虽然调整会反复，但主跌浪或已结束，泛科技ETF配置价值凸显；同时A股高位板块也死守箱体，低位 板块位置调整充分。从空间角度，市场已经达到"低吸"的较好"击球点"，配置上关注以光模块为代表的 创业板人工智能ETF（159363），目前就相当于成长板块指数增强。 全市场首只创业板人工智能ETF（159363）及场外联接（023407），标的指数重点布局光模块龙头"易 中天"，光模块含量超54%。从赛道分布看，逾七成仓位布局算力，超两成仓位布局AI应用，能够高效 捕捉AI主题行情。 11月26日早盘，光模块CPO涨幅持续扩大，中际旭创盘中暴涨超11%直逼历史高点，新易盛涨超8%， 光库科技、天孚通信、太辰光、联特科技等多股跟涨超4%。热门ETF方面，光模块含量超54%的创业板 人工智能ETF（159363）持续拉升，场内价格涨超5%，一举站上所有均线。资金交易活跃，实时放量 成交超7亿元。 近期，谷歌TPU与英伟达GPU引发市场争议，从国内供应链机会来看，其实无论是谷歌TPU基于3D Torus和OCS的架构，还是英 ...

消息面上，光模块CPO等人工智能方向迎来多重催化： 11月26日早盘，光模块CPO涨幅持续扩大，中际旭创盘中暴涨超11%直逼历史高点，新易盛涨超8%， 光库科技、天孚通信、太辰光、联特科技等多股跟涨超4%。 热门ETF方面，光模块含量超54%的创业板人工智能ETF（159363）持续拉升，场内价格涨5%，一举站 上所有均线。资金交易活跃，实时放量成交超7亿元！ 国盛证券近期研报指出，近期谷歌与英伟达的强势表现，共同勾勒出AI产业发展的核心飞轮：模型升 级催生算力需求，算力增长为模型创新提供基础。技术创新、算力基建与产业应用正形成良性循环，算 力产业链维持高景气度。继续看好算力板块，坚定推荐算力产业链相关企业如光模块行业龙头。 | | 分时 多日 1分 5分 15分 30分 ▼ | | | | | F9 盘前盘后 偷加 九榜 画法 工具 密 2 | | | 创业板人工智能ETF华室 | 159363 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | QREP | | | | 159363[创业板人工智能ETF华宝] 1 ...

CPO概念等AI产业链股26日盘中再度活跃，截至发稿，长光华芯涨超18%，赛微电子涨约16%，中际旭创涨逾7%，光库科技、新易盛、太辰光等涨超5%。 消息面上，11月25日晚间，阿里巴巴发布2026财年第二季度财报，公司云收入同比增长34%，AI相关产品收入连续9个季度实现三位数同比增长；本季度资 本开支为315亿元，过去4个季度在AI+云基础设施的资本开支约1200亿元。 此外，新加坡国家人工智能计划（AISG）正在进行一次重大战略调整，在其最新的东南亚语言大模型项目中，放弃了Meta模型，转向阿里巴巴的通义千问 Qwen开源架构，标志着中国开源AI模型在全球影响力版图中的一次关键扩张。 中信证券指出，当前，阿里云在中国AI云市场份额居首，AI技术被视为驱动云计算增长的核心动力；公司目前拥有全球领先的开源模型库，通义千问已包 括超14万个衍生模型，全球下载量超4亿次。基础设施方面，2025年至今，阿里云已新增并启用8个数据中心，覆盖全球29个公共云地域、87个公共云可用 区、3200+边缘节点。在持续强劲的AI需求推动下，国内头部云厂商已开启新一轮的战略性投入周期，AI相关收入与算力基础设施的飞轮正在形成。 ...

Group 1 - The core viewpoint of the articles highlights the significant growth and investment in AI-related sectors, particularly focusing on Alibaba's cloud services and its impact on the market [1][2] - Alibaba's cloud revenue grew by 34% year-on-year, with AI-related product revenue achieving triple-digit growth for nine consecutive quarters [1] - The company has invested approximately 315 billion yuan in capital expenditures this quarter, totaling around 1.2 trillion yuan over the past four quarters in AI and cloud infrastructure [1] Group 2 - Citic Securities notes that Alibaba Cloud holds the largest market share in China's AI cloud market, with AI technology being a key driver for cloud computing growth [2] - Alibaba's Tongyi Qwen model library includes over 140,000 derivative models and has been downloaded more than 400 million times globally [2] - The company has added eight new data centers since 2025, expanding its global reach to 29 public cloud regions and over 3,200 edge nodes [2] Group 3 - The strategic shift in Singapore's National AI Strategy, moving from Meta's model to Alibaba's Tongyi Qwen, signifies a critical expansion of Chinese open-source AI models on the global stage [1] - Domestic cloud providers are entering a new strategic investment cycle driven by strong AI demand, indicating a potential resurgence in domestic computing power growth [2] - The ongoing investments in AI infrastructure by Alibaba are seen as a step towards achieving self-sufficiency in domestic computing power, suggesting an upcoming industry turning point [2]

| 分时 多日 1分 5分 15分 30分 7 | 综合屏 F9 前复权 超级叠加 回线 工具 (2) | 159363 | 创业板人工智能印文字 | 159363.SZ[创业板人工智能ETF华宝] 2025/11/26 收 0.858 幅 2.14%(0.018) 开 0.833 高 0.859 低 | 0-8 | OHE | +0.018 +2.14% | | --- | --- | --- | --- | --- | --- | --- | --- | | 10 10 | MA5 0.8331 MA10 0.8351 MA20 0.851 MA60 0.8537 MA120 0.7167 | 2025/08/27-2025/11/26(60日) | SZSE CNY 9:57:30 交易中 | 十八 六 · | | | | | 净值走势 | 华宝创业板人工智能ETF | 0.930 | 製化 | 6.97% === | 43516 | | | | 菜五 | 0.862 | 221万 | 題 要要要要是 | 0.861 | 453万 | | | | 0.858 | 0.860 | 1229万 | 0.85 ...

每经AI快讯，11月26日，通信设备板块短线拉升，特发信息涨停录得四连板，德科立、剑桥科技、太 辰光、铭普光磁等跟涨。 （文章来源：每日经济新闻） ...

分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 晨会聚焦 资料来源：Wind,中原证券 -10% -4% 2% 8% 14% 20% 26% 32% 2024.11 2025.03 2025.07 2025.11 上证指数 深证成指 | 国内市场表现 | | | | | --- | --- | --- | --- | | 指数名称 | | 昨日收盘价 | 涨跌幅(%) | | 上证指数 | | 3,870.02 | 0.87 | | 深证成指 | | 12,777.31 | 1.53 | | 创业板指 | | 2,022.77 | -0.47 | | 沪深 | 300 | 4,490.40 | 0.95 | | 上证 | 50 | 2,443.97 | -0.52 | | 科创 | 50 | 891.46 | 0.14 | | 创业板 | 50 | 1,924.26 | -0.67 | | 中证 | 100 | 4,362.98 | 0.99 | | 中证 | 500 | 6,954.60 | 1.25 | | 中证 | 1000 | 6 ...

Core Viewpoint - The copper cable high-speed connection concept has seen a significant increase, with a rise of 2.83% as of the market close on November 25, ranking it 9th among concept sectors. Notably, 39 stocks within this sector experienced gains, with Longfly Fiber and Huilv Ecology hitting the daily limit up, while several others showed substantial increases [1]. Market Performance - The F5G concept led the market with a rise of 4.52%, followed by Co-packaged Optics (3.62%) and Fiber Optics (3.61%). In contrast, the China Shipbuilding System and Military Equipment Restructuring concepts saw declines of -0.95% and -0.36%, respectively [2]. - The copper cable high-speed connection sector attracted a net inflow of 2 billion yuan, with 20 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflows. Longxin Bochuang topped the list with a net inflow of 630 million yuan [2]. Stock Performance - Longfly Fiber and Huilv Ecology had the highest net inflow ratios at 29.99% and 29.97%, respectively. Longxin Bochuang also performed well with a net inflow ratio of 9.96% [3]. - Key stocks in the copper cable high-speed connection sector included: - Longxin Bochuang: +13.87%, turnover rate 19.49%, net inflow 629.65 million yuan, net inflow ratio 9.96% - Lixun Precision: +4.60%, turnover rate 2.00%, net inflow 598.26 million yuan, net inflow ratio 7.43% - Taicheng Light: +9.20%, turnover rate 14.07%, net inflow 228.85 million yuan, net inflow ratio 8.82% [4].

Core Viewpoint - The CPO concept stocks have shown strong performance, with the sector index rising over 10% as of November 25 [1]. Group 1: Stock Performance - Dekoli, Changguang Huaxin, and Guangku Technology all reached a 20% limit up [3]. - Other stocks such as Changxin Bochuang, Liante Technology, and Taicheng Light have increased by over 10% [3]. - The current prices and performance of key stocks are as follows: - Dekoli: 142.56, +20.00% - Changguang Huaxin: 89.29, +20.00% - Guangku Technology: 147.00, +20.00% - Changxin Bochuang: 126.87, +17.45% - Shijia Photon: 78.16, +13.37% - Taicheng Light: 99.38, +11.81% - Liante Technology: 125.40, +11.59% - Yuanjie Technology: 573.07, +9.99% - Dongshan Precision: 70.07, +8.89% [4]. Group 2: Market Indices - The Shanghai Composite Index is at 3878.60, up 1.09% [5]. - The Shenzhen Component Index is at 12831.01, up 1.95% [5]. - The ChiNext Index is at 3006.27, up 2.64% [5].

Core Viewpoint - The optical communication sector is experiencing significant growth, with multiple companies reaching historical highs in stock prices, driven by strong market momentum and investor interest [2]. Group 1: Market Performance - The optical communication concept has seen an expanded upward trend, with Google Chain leading the gains [2]. - Guokong Technology has reached a 20% limit up, while Tengjing Technology has increased by over 15%, both achieving historical highs [2]. - Other companies such as Dekoli, Changguang Huaxin, Changfei Optical Fiber, and Fuzhijing Technology have also hit the limit up, indicating a broad rally in the sector [2]. Group 2: Notable Companies - Companies like Changxin Bochuang, Shijia Guangzi, Juguang Technology, and Taicheng Light have all seen stock increases of over 10%, reflecting strong investor sentiment in the optical communication industry [2].