A股收评：沪指、深成指盘中创年内新高，逾百股涨超9% 相关股票： 盛新锂能胜宏科技中欣氟材 相关快讯 相关文章 南方财经8月11日电，市场全天震荡走高，创业板指领涨，沪指、深成指盘中均再创年内新高。截至收 盘，沪指涨0.34%，深成指涨1.46%，创业板指涨1.96%。沪深两市全天成交额1.83万亿，较上个交易日 放量1167亿。盘面上，市场热点良性轮动，个股涨多跌少，全市场超4100只个股上涨，逾百股涨超 9%。从板块来看，PEEK材料概念股再度爆发，中欣氟材5天4板。算力硬件股震荡走强，胜宏科技再创 历史新高。锂矿股集体大涨，盛新锂能等多股涨停。板块方面，PEEK材料、锂矿、CPO、PCB等板块 涨幅居前，银行、黄金、影视、工程机械等板块跌幅居前。 相关股票： 盛新锂能胜宏科技中欣氟材 2025-08-11 15:04 南方财经8月11日电，市场全天震荡走高，创业板指领涨，沪指、深成指盘中均再创年内新高。截至收 盘，沪指涨0.34%，深成指涨1.46%，创业板指涨1.96%。沪深两市全天成交额1.83万亿，较上个交易日 放量1167亿。盘面上，市场热点良性轮动，个股涨多跌少，全市场超4100只个股上涨，逾 ...

北美云厂商资本开支持续扩张，显示AI算力需求强劲，国产算力产业链有望深度受益于海外映射逻 辑。公开信息显示，云计算50ETF（516630）跟踪云计算指数（930851）。该指数的AI算力含量较高， 覆盖了光模块&光器件、算力租赁、数据中心、AI服务器、液冷等热门算力概念。云计算50ETF （516630）为跟踪该指数合计费率最低的ETF。 （文章来源：每日经济新闻） 8月11日午后，A股三大指数集体上涨。盘面上，锂电产业链上涨，带动新能源赛道走强，算力产业链 表现活跃，服务器电源、光模块、PCB等板块涨幅居前。近期热度较高的云计算50ETF（516630）午后 一度涨超2%，持仓股中，东方国信、新易盛、科华数据、中际旭创、用友网络等涨幅居前，其中，新 易盛一度涨超6%。 消息面上，华福证券在最新研报中指出，英伟达正式获得H20对华出口许可。财通证券指出，H20解禁 对国内的影响呈现明显的"短长分化"特征。短期内，H20入华确实能填补部分推理算力缺口。从长远 看，解禁或成为国产芯片产业升级"催化剂"。禁令倒逼下，国产芯片已实现从"可用"到"可采"的突破， 但与国际领先水平仍有差距。H20将迫使国内企业更聚焦核 ...

Group 1 - The Shenzhen Component Index increased by 1%, while the Shanghai Composite Index rose by 0.14% and the ChiNext Index gained 1.54% [1] - Sectors such as CPO concept, 3D glass, and optical communication modules showed significant gains [1]

指数早盘集体走强，创指半日涨近2%。板块方面，PEEK材料概念领涨，双一科技、超捷股份双双 20cm涨停；锂矿概念股集体大涨，盛新锂能、天齐锂业等盘中涨停；临近午盘CPO概念拉升，威尔高 20cm涨停；下跌方面，黄金概念弱势震荡，武商集团领跌；银行股走弱，浙商银行、浦发银行跌幅居 前；电力股持续回调，华银电力、乐山电力领跌。总体来看，个股呈普涨态势，上涨个股超4200只。截 至午间收盘，沪指报3653.50点，涨0.51%；深成指报11293.25点，涨1.48%；创指报2380.29点，涨 1.99%。盘面上，PEEK材料、能源金属、元件板块涨幅居前，贵金属、中船系、银行板块跌幅居前。 ...

Core Viewpoint - Benchuan Intelligent's stock price increased by 2.57% to 48.76 yuan as of August 8, 2025, reflecting positive market sentiment and trading activity [1] Company Overview - Benchuan Intelligent specializes in the research, production, and sales of electronic components, with applications in communication, consumer electronics, and automotive electronics [1] - The company operates in several sectors, including electronic components, Jiangsu sector, CPO concept, robotics concept, and specialized and innovative enterprises [1] Financial Activities - On the evening of August 7, Benchuan Intelligent announced that its board of directors and supervisory board approved several proposals, including the use of idle raised funds and self-owned funds for cash management and entrusted financial management [1] - The company plans to engage in foreign exchange hedging activities, with a maximum trading margin and premium not exceeding 2 million yuan or equivalent foreign currency, and a maximum contract value of 400 million yuan or equivalent foreign currency per day [1] Capital Flow - On August 8, the net inflow of main funds was 13.39 million yuan, accounting for 0.5% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds was 16.14 million yuan, representing 0.6% of the circulating market value [1]

每经AI快讯，8月7日，CPO概念股盘中持续走低，中际旭创、新易盛双双跌超5%，生益电子、长芯博 创、长飞光纤、华工科技、联特科技、天孚通信、剑桥科技等跟跌。 （文章来源：每日经济新闻） ...

格隆汇8月7日｜A股开盘，三大指数集体高开，沪指涨0.1%，深证成指涨0.1%，创业板指涨0.02%。盘 面上，苹果概念股高开，朝阳科技涨停，工业富联(601138)涨超8%，苹果承诺追加1000亿美元投资后， 特朗普松口不再将美国制造iPhone视为优先事项；CPO概念盘初走高，强瑞技术涨超11%，科翔股份涨 7%；军工装备板块回调，恒宇信通跌超9%，爱乐达(300696)跌超6%。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) ...

A股开盘，三大指数集体高开，沪指涨0.1%，深证成指涨0.1%，创业板指涨0.02%。盘面上，苹果概念 股高开，朝阳科技涨停，工业富联涨超8%，苹果承诺追加1000亿美元投资后，特朗普松口不再将美国 制造iPhone视为优先事项；CPO概念盘初走高，强瑞技术涨超11%，科翔股份涨7%；军工装备板块回 调，恒宇信通跌超9%，爱乐达跌超6%；中船系普跌，中船防务、昆船智能跌近3%。(格隆汇) ...

人民财讯8月5日电，A股三大指数早盘震荡分化，沪指重回3600点，截至午间收盘，上证指数涨 0.53%，深证成指涨0.14%，创业板指跌0.26%。盘面上，PEEK材料概念大涨，中欣氟材涨停。银行股 再度走强，农业银行涨超2%续创历史新高。军工股活跃，长城军工4天3板续创历史新高。创新药概念 股冲高回落，奇正藏药跌停。房地产、减速器、天然气概念等板块也涨幅居前，CPO概念、AI智能体、 算力等板块跌幅居前。全市场超3300股上涨，成交金额超1万亿元。 ...

Core Viewpoint - The company, Wuhan LianTe Technology Co., Ltd., is positioned in the optical communication sector, focusing on the design, production, and sales of optical communication transceiver modules, with significant growth potential driven by advancements in 5G and data center applications [7]. Group 1: Company Overview - Wuhan LianTe Technology was established on October 28, 2011, and went public on September 13, 2022. The company specializes in optical communication transceiver modules, with 93.93% of its revenue coming from 10G and above optical modules [7]. - The company has a strong focus on optical chip integration and high-speed optical device design, holding core technologies in high-speed signal design and optical simulation [2][3]. Group 2: Market Position and Performance - The optical module market is experiencing rapid growth, particularly in the data communication sector, which has surpassed the telecom market to become the largest market segment [2]. - The company reported a revenue of 236 million yuan for Q1 2025, marking a year-on-year increase of 31.02%, and a net profit of 18.7 million yuan, up 499.92% year-on-year [8]. Group 3: Financial Metrics - As of March 31, 2025, the company had a total market capitalization of 12.461 billion yuan, with a trading volume of 5.05 billion yuan and a turnover rate of 7.78% [1]. - The company’s overseas revenue accounted for 89.07% of total revenue, benefiting from the depreciation of the Chinese yuan [2]. Group 4: Technical Aspects - The company’s optical modules feature low power consumption designs, which provide a competitive advantage in 5G communication and data center applications [2]. - The average trading cost of the company's shares is 96.45 yuan, with current price action suggesting a trading range between resistance at 99.58 yuan and support at 89.25 yuan [6].