深南电路公告称，公司股票连续三个交易日内日收盘价涨幅偏离值累计超过20%，属于股票交易异常波 动情形。经核实，公司前期披露信息无需更正补充，近期经营正常、内外部环境无重大变化，公司及控 股股东、实控人无应披露未披露重大事项，异常波动期间控股股东、实控人无买卖公司股票的情形。另 外，截至公告日，无需修正2025年度业绩预告。 ...

2月26日，市场探底回升，三大指数涨跌不一，创业板指盘中一度跌超1%，黄白线分化。沪深两市成交额2.54万亿，较上一个交易日放量759亿。盘面上， 市场热点快速轮动，全市场超2800只个股下跌。从板块来看，算力（核心股）硬件方向涨幅居前，PCB、CPO、液冷服务器（核心股）、算力芯片概念均表 现强势，深南电路、大族激光、广合科技、川润股份涨停。电力板块走强，赣能股份2连板，华银电力涨停。燃气轮机概念集体大涨，应流股份、万泽股 份、东方电气、常宝股份封涨停。小金属概念表现活跃，云南锗业、章源钨业双双2连板。环保股尾盘拉升，中科环保、启迪环境封涨停。下跌方面，影视 （核心股）院线、保险、房地产等板块跌幅居前。其中影视院线概念股连续大跌，博纳影业触及跌停。截至收盘，沪指跌0.01%，深成指涨0.19%，创业板 指跌0.29%。 今日全市场（不含ST股、退市股）共61股涨停，连板股总数9只，23股封板未遂，封板率为73%。焦点股方面，投资先天算力（核心股）的豫能控股6连板， 光纤概念（核心股）股法尔胜4连板，化工（核心股）板块澄星股份和金正大均晋级3连板。 一、板块异动 二、涨跌停温度 三、涨跌家数 四、涨停揭秘 | ...

来源：证券市场周刊市场号 文 |牛犇 节后，A股延续春节前震荡向上的趋势，化工、有色等涨价主线逻辑持续强化，今天又轮到了另一细分 涨价主线——印制电路板（PCB），以大族激光、沪电股份、深南电路为代表的相关核心概念股接连涨 停，形成一道亮丽的风景线，胜宏科技、鼎泰高科等则已完成"十倍股"的华丽蜕变。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ PCB掀起涨停潮 2月26日，A股市场涨跌互现，截至午间收盘，沪指微跌0.08%，深证成指上涨0.28%，创业板指下跌 0.39%。板块方面，继前两个交易日大涨的化工、有色之后，PCB相关概念领涨全A，其中电路板指数 大涨4.62%，位列所有热门概念涨幅榜第一，覆铜板指数以3.31%的涨幅位列第六（见图1）。 | | | : | | 热门概念涨幅榜 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 名称 | | 涨跌幅 ▼ | 成交题 | 5日涨跌幅 | 月涨跌幅 | 年初至今 | | | 8841164 电路板指数 | | 4.62% | 702亿 | ...

深南电路(002916.SZ)今日涨停，股价创历史新高，换手率1.97%，成交额36.83亿元。龙虎榜数据显示，深股通买入3.75亿元，卖出2.53亿元，净买入1.23亿 元；五家机构买入3.51亿元，卖出5.25亿元，净卖出1.74亿元。(格隆汇) | 序号 | | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | | | 深股通专用 | | 909次 46.53% 2 | 37542.22 | 10.19% | | 2 | 机构专用 | | 1874次 42.32% | 0.00 | 0.00% | | 3 | 机构专用 | | 1874 42.32% | 7062.97 | 1.92% | | 4 | 机构专用 | | 1874次 42.32% | 10239.78 | 2.78% | | 5 | 机构专用 | | 1874次 42.32% ▶ | 2854.68 | 0.78% | | | | (买入前5名与卖出前5名)总合计: | | 81326.27 | 22.08% | | 序号 | 交易营业部名称 | | ...

Market Overview - The market experienced a rebound after a dip, with mixed performance across the three major indices. Notable gains were seen in computing hardware stocks, particularly in CPO, PCB, and liquid cooling servers, with companies like Fenghuo Communication, Chuanrun Co., and ShenNan Circuit hitting the daily limit up. Conversely, the film industry continued to decline, with Bona Film Group facing a three-day limit down. Overall, approximately 2,900 stocks in the Shanghai and Shenzhen markets declined, with a total trading volume of 2.56 trillion yuan [1]. Key Sectors Optical Communication - The optical communication sector saw significant gains, with stocks like Farsens and Tongding Interconnection hitting the daily limit up. The surge was catalyzed by a 5.83% increase in Corning, a major player in the fiber optics market, which reached a historical high. Additionally, CPO leader Lumentum rose by 5.1%, also setting a new record [4][6]. Liquid Cooling - The liquid cooling sector strengthened, with companies such as Jialitu and Chuanrun Co. achieving daily limit up. This was influenced by NVIDIA's showcase of its next-generation Vera Rubin computing system, which is the first to utilize 100% liquid cooling technology [8][10]. Analysts predict that the liquid cooling server market in China will experience a compound annual growth rate of 46.8% from 2024 to 2029, reaching a market size of $16.2 billion by 2029 [10]. PCB (Printed Circuit Board) - The PCB sector also saw a notable increase, with stocks like ShenNan Circuit and Guanghe Technology hitting the daily limit up. Market expectations are high for the upcoming GTC conference, where the Feynman chip utilizing LPU low-latency architecture is anticipated to be showcased, potentially boosting PCB demand [10][12]. Analysts from Zheshang Securities believe that the upgrade of NVIDIA's GPU architecture will increase both the quantity and value of PCB used in their servers [12]. Company Highlights - Farsens, a leader in optical communication, has seen a four-day consecutive limit up, indicating strong market confidence [4][6]. - Jialitu and Chuanrun Co. are recognized for their advancements in liquid cooling technology, with Jialitu's stock rising by 9.98% [9]. - ShenNan Circuit, a key player in the PCB market, has also experienced a 10% increase in stock price, reflecting positive market sentiment [11].

【导读】人民币继续升值，A股震荡 今天的A股市场整体偏震荡，但持有恒生科技指数的小伙伴们估计体感就稍微差一些，希望你们坚强挺 住！ 一起看看发生了什么事情。 2月26日，市场全天探底回升，三大指数涨跌互现。截至收盘，沪指跌0.01%，深成指涨0.19%，创业板 指跌0.29%，科创综指表现亮眼，涨超1%。 市场共2485只个股上涨，其中78只个股涨停；2870只个股下跌。 | 880005 涨跌家数 | | | | | --- | --- | --- | --- | | 日中 | 涨停 | | 78 | | 涨幅 | > 7% | | 152 | | 涨幅 | 5-7% | 1 | 133 | | 涨幅 | 3-5% | | 313 | | 涨幅 | 0-3% | | 1887 | | 跌幅 | 0-3% | | 2646 | | 跌幅 | 3-5% | | 179 | | 跌幅 | 5-7% | | 32 | | 跌幅 | > 7% | | 13 | | 其中 跌停 | | | 5 | | 上涨家数 | | | 2485 | | 下跌家数 | | | 2870 | | | | | 130 | | 平盘停牌 ...

每经AI快讯，2月26日，深南电路（002916）涨停，成交额36.83亿元，换手率1.97%。盘后龙虎榜数据 显示，深股通专用席位买入3.75亿元并卖出2.53亿元，2家机构专用席位净买入1.52亿元，有3家机构专 用席位净卖出3.26亿元。 ...

Core Insights - The market is experiencing a rapid rotation of themes, with a notable recovery in sentiment as evidenced by 61 stocks hitting the daily limit up, and 9 stocks in a continuous rise, including 4 stocks with three or more consecutive limit ups [1] Group 1: Market Performance - A total of 61 stocks reached the daily limit up, with 9 stocks in a continuous rise, and 4 stocks achieving three or more consecutive limit ups [1] - The limit-up rate for stocks in consecutive rises was 22.22%, excluding ST and delisted stocks [1] Group 2: Sector Analysis - The market is characterized by a high-speed rotation of themes, with strong performance in AI-related sectors such as computing power leasing, generator concepts, PCB, and optical fiber cables, leading to over 30 related stocks hitting the limit up [1] - The cyclical sector showed signs of adjustment, but still maintained strong activity, with companies like Jinzhengdai and Chengxing Co. achieving three consecutive limit ups in the chemical sector [1] Group 3: Notable Stocks - YN Energy Holdings achieved a significant milestone by becoming the first stock to break through five consecutive limit ups since February 2026, marking an important moment for overall sentiment recovery [1] - AI-related technology stocks performed strongly, with companies like Huasheng Tiancai and Taijia Co. achieving two limit ups in four days, while core stock Runze Technology surged over 17% [1] - Other notable performances include Falsheng in the optical fiber cable sector achieving four consecutive limit ups, and Tiangrun Industrial in the generator concept sector achieving two limit ups in three days [1]

Market Performance - The A-share market showed mixed performance with the Shanghai Composite Index down 0.01% at 4146.63 points, the Shenzhen Component Index up 0.19% at 14503.79 points, and the ChiNext Index down 0.29% at 3344.98 points [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 25,568 billion yuan, an increase of 756 billion yuan compared to the previous day [1] Sector Performance - The electronic components, wind power equipment, communication equipment, power supply equipment, electronic chemicals, and power grid equipment sectors saw the largest gains [1] - The film and television, rare earth, insurance, and real estate development sectors experienced the largest declines [1] Investment Insights - According to institutional views, the overall market trend remains upward, with resource stocks like energy metals, steel, and rare earths undergoing corrections while sectors like computing hardware and commercial aerospace are gaining traction [3] - Investors are advised to focus on low-entry opportunities in previously popular sectors after corrections, with a long-term view on high-growth areas such as semiconductors, consumer electronics, artificial intelligence, and robotics [3] Lithium Market Impact - Zimbabwe's Ministry of Mines announced a ban on lithium ore exports, which is expected to significantly impact lithium prices as 19% of China's lithium concentrate imports come from Zimbabwe [3][5] - Companies with lithium mining interests in Zimbabwe, such as Shengxin Lithium Energy and Yahua Group, have stated that they are currently assessing the impact of this ban on their operations [5] Nvidia Financial Performance - Nvidia reported record revenue for the fourth quarter and the entire fiscal year 2026, with fourth-quarter revenue reaching 68.1 billion USD, a 20% increase from the previous quarter and a 73% increase year-over-year [6] - The company's full fiscal year revenue was 215.94 billion USD, a 65% increase from fiscal year 2025, with net profit for the fourth quarter at 42.96 billion USD, up 94% year-over-year [6] - Nvidia's data center business was a significant driver of this growth, with expectations for first-quarter revenue in fiscal year 2027 projected at 78 billion USD [6]

Group 1 - The core viewpoint of the news highlights the mixed performance of the stock market, with the Shanghai Composite Index down 0.01%, the Shenzhen Component Index up 0.19%, and the ChiNext Index down 0.29% [1] - Nvidia reported a significant revenue increase of 73% year-on-year for Q4 of fiscal year 2026, reaching $68.1 billion, surpassing analyst expectations of $65.684 billion, alleviating concerns about an "AI bubble" and demonstrating strong ongoing demand for AI [1] - Several stocks in the computing hardware sector surged, including Fenghuo Communication, Chuanrun Co., Shenzhen South Circuit, and Dazhu Laser, which all hit the daily limit [1] Group 2 - The power and grid equipment sector also saw gains, with stocks like Gan Energy, Shunhua Power, Huayin Power, and Xinlian Electronics reaching their daily limit [1] - In contrast, the film industry stocks continued to decline, with Bona Film Group nearing a daily limit down [1] - A total of 78 stocks hit the daily limit up, while 5 stocks hit the daily limit down, with over 2,800 stocks in the Shanghai and Shenzhen markets showing declines [1]