CPO光模块

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【点金互动易】深地经济+人形机器人,公司产品适用于海洋和陆地,柔性传感器与电子皮肤已送样头部人形机器人企业
财联社· 2025-10-23 00:35
①深地经济+人形机器人,产品适用于海洋和陆地,柔性传感器与电子皮肤已送样头部人形机器人企业, 这家公司聚焦机器人零部件矩阵与固态电池材料。 ②CPO光模块+高速数通,400G/800G产品批量出 货,1.6T具备批量交付能力,这家公司扩产高速数通填补缺口,布局CPO光引擎抢占算力前沿赛道。 《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考,将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 前言 ...
主力资金丨尾盘主力资金加仓股出炉
Zheng Quan Shi Bao Wang· 2025-10-21 10:44
(原标题:主力资金丨尾盘主力资金加仓股出炉) 13个行业获主力资金净流入。 据证券时报·数据宝统计,今日(10月21日)沪深两市主力资金净流入97.81亿元,其中创业板净流入72.92亿元,沪深300成份股净流入77.23亿元。 行业板块方面,申万一级30个行业上涨,仅煤炭行业跌1.02%。通信行业涨幅居首,达4.9%;电子行业涨3.5%。建筑装饰、综合、房地产和机械 设备行业涨幅均在2%以上。 从资金流向来看,申万一级行业中,13个行业获主力资金净流入。电子和通信行业净流入金额居前,均超50亿元;机械设备、电力设备和传媒行 业净流入均在10亿元以上。 18个主力资金净流出的行业中,医药生物行业净流出金额居首,达12.49亿元。银行和有色金属行业净流出金额居前,均超9亿元,交通运输、公 用事业和农林牧渔行业主力资金净流出均超7.2亿元。 多只龙头股获主力资金出手 从个股来看,89股主力资金净流入均超1亿元,其中18股净流入均超3亿元。 3只龙头股获主力资金大幅出手均超10亿元。CPO两大龙头新易盛、中际旭创主力资金分别净流入18.13亿元、10.89亿元。 盘面上,CPO光模块概念领涨,仕佳光子、新易盛、中际 ...
科技牛,还远没有结束
大胡子说房· 2025-10-20 11:12
以下文章来源于大胡子财研社 ,作者湾区区长 大胡子财研社 . 独到的财经观点,深度的金融分析,助你抓住最新财富机会,实现资产稳步增长! 最近这一 波 行情,涨 得最猛的就 是 科技板块 。 所有和科技板块相关的概念,都迎来大涨。 比如 芯片和半导体 ,这两天就迎来了涨停潮,主力净资金流入就超过了150亿元。 比如 CPO光 模 块 ,上周光指数就上涨了10%; 比如 AI算力、PCB概念 ,热门票连续涨停。 比如 人形机器人 ,整个板块也出现过涨停潮; 再比如蹭到一点科技概念的 消费电子 ,涨幅都已经超过一般的板块。 而且最重要的是,这些科技的板块和个股,一旦涨起来就基本上都是连着上涨,持续逼空,买家 根本没有补票上车的机会。 因此,其实很多人在这一轮科技行情中是踏空的。 也有一些朋友,认为这一波科技涨得那么高了,股价有了泡沫,所以会认为接下来科技板块很快 就会迎来调整甚至大幅度的下跌。 比如恒生电子,当年那一波行情全程涨了1120%; 比如东软股份,涨了905%; 再比如用友股份,也就是现在的用友网络,当年涨了716%。 2015年那一波牛市,同样依靠科技拉涨。 当时涨得最好的就是互联网企业的票子,因为当时 ...
科技牛,还远没有结束
大胡子说房· 2025-10-08 04:32
以下文章来源于大胡子财研社 ,作者湾区区长 大胡子财研社 . 独到的财经观点,深度的金融分析,助你抓住最新财富机会,实现资产稳步增长! 最近这一 波 行情,涨 得最猛的就 是 科技板块 。 所有和科技板块相关的概念,都迎来大涨。 比如 CPO光 模 块 ,上周光指数就上涨了10%; 比如 AI算力、PCB概念 ,热门票连续涨停。 比如 人形机器人 ,整个板块也出现过涨停潮; 再比如蹭到一点科技概念的 消费电子 ,涨幅都已经超过一般的板块。 而且最重要的是,这些科技的板块和个股,一旦涨起来就基本上都是连着上涨,持续逼空,买家 根本没有补票上车的机会。 因此,其实很多人在这一轮科技行情中是踏空的。 也有一些朋友,认为这一波科技涨得那么高了,股价有了泡沫,所以会认为接下来科技板块很快 就会迎来调整甚至大幅度的下跌。 但是我的观点不一样,我认为这一波科技牛,还远远没有结束。 我有几个理由。 比如 芯片和半导体 ,这两天就迎来了涨停潮,主力净资金流入就超过了150亿元。 第一,大A每一次牛市,其实都是依靠科技拉动行情的。 2005-2006年那一波牛市,靠的是当时的科技股。 比如恒生电子,当年那一波行情全程涨了1120 ...
ETF龙虎榜 | “易中天”回来了!多只ETF大涨
Zhong Guo Zheng Quan Bao· 2025-09-10 14:44
Market Overview - On September 10, A-shares saw all three major indices rise, with significant gains in 5G communication and artificial intelligence-related ETFs [1][3] - Key stocks such as "Yizhongtian," Xinyisheng, Zhongjixuchuang, and Tianfu Communication experienced notable rebounds, closing up 6.23%, 7.16%, and 4.16% respectively, with Xinyisheng and Zhongjixuchuang exceeding 10% intraday [1][3] Fund Flow - In the first two trading days of September (8th and 9th), substantial capital flowed into battery, brokerage, and gold-related ETFs, with multiple products seeing net inflows exceeding 1 billion yuan [2][6] - Specific ETFs like the battery ETFs (561910 and 159755) recorded net inflows of 15.15 billion yuan and 14.59 billion yuan respectively during the same period [6][7] ETF Performance - The performance of various ETFs on September 10 showed significant increases, with the 5G50 ETF rising by 4.58% and the communication ETF by 4.52%, although they have seen declines of -3.63% and -3.96% respectively since the beginning of September [4] - The A500 ETF saw a notable increase in trading volume, with a daily transaction amount of 49.87 billion yuan, compared to an average of 49.30 billion yuan from the previous week [5] Industry Insights - The CPO optical module market is experiencing a resurgence, with AI hardware also rebounding, while sectors such as oil and gas extraction, film and television, tourism, and hotels are generally on the rise [3] - Despite recent market volatility, the fundamentals of the optical module industry remain solid, driven by strong demand for AI computing power and a clear commercial closed-loop logic [9][10]
“易中天”回来了!多只ETF大涨
Zhong Guo Zheng Quan Bao· 2025-09-10 14:41
Group 1 - A-shares indices rose across the board on September 10, with significant gains in 5G communication and artificial intelligence-related ETFs [1][2] - Key stocks such as New Yi Sheng, Zhong Ji Xu Chuang, and Tian Fu Communication saw substantial rebounds, closing up 6.23%, 7.16%, and 4.16% respectively, with New Yi Sheng and Zhong Ji Xu Chuang exceeding 10% intraday [1][2] - The CPO optical module market is experiencing a resurgence, and AI hardware is rebounding, alongside general increases in oil and gas extraction, film and television, tourism, and hotel sectors [2] Group 2 - Significant capital inflows were observed in battery ETFs, with net inflows of 15.15 billion and 14.59 billion for two specific battery ETFs from September 8 to 9 [5][6] - Other sectors such as chemicals, securities, and gold also saw notable net inflows during the same period [5] - The second batch of 14 technology innovation bond ETFs is set to be issued on September 12, following approval on September 8 [7] Group 3 - The optical communication sector has faced recent volatility, attributed to rapid prior gains and extreme structural differentiation in the market, particularly in AI computing [8] - Despite the recent pullback, the fundamentals of the optical module industry remain solid, driven by strong demand for AI computing and a clear commercial closed-loop logic [8] - The current market adjustment is seen as an opportunity for investors, as the valuation attractiveness of the sector continues to improve [8]
科创创业50ETF(159783)午后跌幅收窄,机构:科技自立方向具备中长期配置价值
Mei Ri Jing Ji Xin Wen· 2025-09-02 06:17
Group 1 - A-shares experienced a collective decline on September 2, with the ChiNext Index dropping over 3.5%, particularly affected by the downturn in CPO optical modules and liquid-cooled servers [1] - The main ETF, the Science and Technology Innovation 50 ETF (159783), saw its decline narrow in the afternoon after initially dropping over 4%, with leading stocks including Tianfu Communication, Xinyisheng, Runze Technology, Lanke Technology, and Lens Technology [1] - Ping An Securities suggests that while the short-term equity market remains hot, the valuation of major indices and the trading density of the technology sector are at historically high levels, indicating potential for increased market volatility [1] Group 2 - Galaxy Securities predicts that the A-share market is likely to continue a volatile upward trend, emphasizing the importance of monitoring short-term volatility risks [2] - The market is expected to maintain active trading, supported by continuous capital flow and rising policy expectations, with a focus on short-term rebound opportunities [2] - The medium to long-term investment focus should be on three main lines: improvement in supply-demand dynamics and industry profit recovery, consumer sectors benefiting from policy support, and technology self-reliance sectors such as AI, robotics, semiconductors, and military industry [2] Group 3 - The Science and Technology Innovation 50 ETF (159783) tracks the CSI Science and Technology Innovation 50 Index, which selects 50 leading companies with significant market capitalization and strong technology attributes from the ChiNext and Science and Technology Innovation Board [3] - This index combines the advantages of both boards, selecting high-tech stocks from the Science and Technology Innovation Board and growth-oriented, profitable stocks from the ChiNext [3] - Investors without accounts on the ChiNext or Science and Technology Innovation Board can access core assets from these boards through the Science and Technology Innovation 50 ETF [3]
CPO光模块概念重挫,新易盛午后跌超10%,云计算50ETF(516630)跌近6%
Mei Ri Jing Ji Xin Wen· 2025-09-02 05:43
Group 1 - The overall A-share market experienced a downward trend, with sectors such as consumer electronics, computing power, military industry, and information technology leading the decline [1] - The recently popular Cloud Computing 50 ETF (516630) saw a significant pullback, dropping nearly 6%, with most of its holdings declining, except for a few like Data Port and Qi An Xin [1] - Major domestic internet companies (Baidu, Alibaba, Tencent) reported their Q2 financial results, showing a combined capital expenditure of 61.583 billion yuan, which represents a year-on-year increase of 168% [1] Group 2 - Alibaba's capital expenditure in the AI and cloud sectors reached 38.6 billion yuan in Q2, a staggering year-on-year increase of 220% [1] - Huatai Securities noted that Alibaba's Q2 capital expenditure exceeded market expectations, indicating a turning point in capital expenditure growth for domestic internet companies starting from Q2 [2] - The strong demand for AI computing power is expected to catalyze the domestic computing power chain, benefiting sectors such as data centers and computing power leasing [2]
CPO光模块概念午后持续拉升,新易盛、中际旭创涨幅领跑云计算50ETF(516630)持仓股
Mei Ri Jing Ji Xin Wen· 2025-08-28 05:57
Core Viewpoint - The A-share market shows mixed performance with a notable rise in the computing power hardware sector, particularly in CPO optical modules and PCB, driven by strong earnings reports from leading companies in the semiconductor and AI sectors [1][2]. Group 1: Company Performance - New Yisheng reported a revenue of 10.437 billion yuan for the first half of 2025, a year-on-year increase of 282.6%, and a net profit attributable to shareholders of 3.942 billion yuan, up 355.7% [1]. - Zhongji Xuchuang achieved a revenue of 14.789 billion yuan, reflecting a year-on-year growth of 36.95%, with a net profit of 3.995 billion yuan, increasing by 69.40% [1]. Group 2: Industry Trends - The demand for AI is driving high growth in the optical module sector, with New Yisheng benefiting from strong partnerships with leading overseas manufacturers and a focus on new customer acquisition [1]. - Zhongji Xuchuang is set to see rapid growth in 800G and 1.6T optical modules by 2026, with potential for continuous improvement in gross and net profit margins [2]. - The cloud computing 50 ETF (516630) tracks an index with a high AI computing power content, covering various sectors including optical modules, computing leasing, data centers, and AI servers [2].
光模块CPO概念再度强势崛起,新易盛大涨超12%,云计算50ETF(516630)涨超3%
Mei Ri Jing Ji Xin Wen· 2025-08-27 04:14
Group 1 - A-shares experienced a volatile upward trend on August 27, with the ChiNext Index rising over 2%, led by sectors such as CPO optical modules, liquid-cooled servers, and rare earth permanent magnets [1] - The cloud computing 50 ETF (516630) rose over 3%, with top-performing holdings including CloudWalk Technology, NewEase, Kehua Data, Zhongji Xuchuang, and DataPort, among which NewEase saw a peak increase of over 12% [1] - Major players in the computing power industry chain recently disclosed their semi-annual reports, with Cambricon achieving a revenue of 2.881 billion yuan, a year-on-year increase of 4347.82%, and a net profit of 1.038 billion yuan, marking a turnaround [1] Group 2 - Zhongji Xuchuang reported a revenue of 14.789 billion yuan, a year-on-year increase of 36.95%, and a net profit of 3.995 billion yuan, up 69.40% year-on-year [1] - NewEase achieved a revenue of 10.437 billion yuan, a year-on-year increase of 282.64%, with a net profit of 3.942 billion yuan, reflecting a significant year-on-year growth of 355.68% [1] - According to招商证券, NewEase is leveraging R&D innovation to capture market opportunities in AI data centers, successfully launching various high-capacity optical modules, which are expected to enhance the company's profitability [1] Group 3 - North American cloud vendors continue to expand capital expenditures, indicating strong demand for AI computing power, which is expected to benefit the domestic computing power industry chain [2] - The cloud computing 50 ETF (516630) tracks a cloud computing index (930851) that has a high AI computing power content, covering popular concepts such as optical modules, computing power leasing, data centers, AI servers, and liquid cooling [2] - The cloud computing 50 ETF (516630) is noted for having the lowest total expense ratio among ETFs tracking this index [2]