AI算力需求旺盛，光模块行业格局稳固各公司通过深耕细分市场实现卡位。国盛证券指出，根据Canalys报告，2024年国内三大云厂商阿里云、华 为云和腾讯云占据份额约为71%。其数据中心的扩建将成为光模块需求的直接驱动力。此外亚马逊、谷歌、微软、Meta均在2025年大幅加码 CapEx，合计指引投入超3000亿美元；上游光模块供应商中，国内企业在全球优势明显，如中际旭创（300308）、天孚通信（300394）、新易盛 等通过深耕专业领域形成"技术客户结构领先"的卡位优势。 6月5日，AI算力方向表现强势，光模块CPO、光通信概念午间异动拉升，持续走强。截至13：10，光含量高的创业板人工智能ETF华夏(159381)涨 超3%，持仓股博创科技（300548）涨超8%，中文在线（300364）、新易盛（300502）、协创数据（300857）等纷纷跟涨。聚焦AI算力+消费电子 终端的5G通信ETF(515050)涨超2.5%。 布局AI算力修复行情，不妨关注低费率+高弹性的创业板人工智能ETF华夏(159381)，跟踪创业板人工智能指数，前十大成分股包含新易盛、中际 旭创、天孚通信三大光模块龙头，北京君正（3 ...

Market Overview - The A-share market experienced a slight drop at the beginning of the session but rebounded to close slightly higher, with the Shanghai Composite Index up by 0.08%, Shenzhen Component Index up by 0.16%, and the ChiNext Index up by 0.32% [1][5] - The total trading volume for the market was 728.5 billion yuan, showing a slight decrease compared to the previous day [5] Sector Performance - The communication, electronics, media, and computer sectors showed gains, while the consumer sector experienced a pullback, particularly in innovative drugs, CRO, and medical beauty stocks [4][10] - The virtual power plant concept stocks remained active, with several stocks hitting the daily limit up, including Hengshi Technology and Xinlian Electronics [8][9] Individual Stock Highlights - Notable gainers included Hengshi Technology, which rose by 20.05%, and Xinlian Electronics, which increased by 10.06% [9][12] - Conversely, the pharmaceutical sector saw significant declines, with stocks like Jinkai Biotechnology dropping by 9.32% due to shareholder reduction announcements [13][14] Hong Kong Market - The Hong Kong market maintained a positive outlook, with the Hang Seng Index up by 0.42% and the Hang Seng Technology Index up by 0.92% [6][7] - Key stocks such as Alibaba and Meituan rose over 2%, while others like Lao Pu Gold and Pop Mart saw declines exceeding 2% [6][7] Company News - Feiyada experienced a sharp drop, hitting the daily limit down after announcing a cash acquisition of a controlling stake in Chang Kong Gear, which is expected to enhance its technological capabilities [15]

市场早盘震荡反弹，三大指数小幅上涨。沪深两市半日成交额7142亿，较上个交易日缩量128亿。盘面 上热点较为杂乱，个股跌多涨少，全市场超3000只个股下跌。从板块来看，足球概念股持续大涨， 金 陵体育20CM3连板。算力硬件股再度走强， 胜宏科技创历史新高。 虚拟电厂概念股表现活跃， 中电鑫 龙等涨停。下跌方面， 大消费股集体调整， 曼卡龙跌超10%。板块方面， 足球概念、虚拟电厂、 CPO、农药等板块涨幅居前， 美容护理、食品、 CRO、 猪肉等板块跌幅居前。截至收盘， 沪指涨 0.08%， 深成指涨0.16%， 创业板指涨0.32%。 ...

兴业证券认为，算力产业正充分受益于政策与产业变革的双重驱动。在政策方面，工业和信息化部近日 印发《算力互联互通行动计划》，对算力互联互通、公共算力标准化提出了新的要求。在产业方面，从 全球来看，英伟达等龙头企业实现持续高增长；从国内来看，海光信息与中科曙光的重组有望加速市占 率向头部公司集中。建议未来更重视核心算力龙头及其生态的投资机会。 消费、创新药牛股频出 近期持续活跃的大消费和创新药板块昨日仍延续涨势。创新药方面，A股万邦德走出3连板，港股信达 生物盘中一度大涨超18%，收盘涨幅为14.14%。 大消费方面，美容护理、啤酒、饮料制造、烟草、旅游及酒店等集体上涨。若羽臣涨停，创历史新高； 九芝堂、潮宏基等多只消费股走出2连板；华宝股份尾盘直线拉升涨停。 CPO概念板块指数日K线图 张大伟 制图 ◎记者 徐蔚 昨日，A股三大指数集体高开高走。截至收盘，沪指涨0.42%，深成指涨0.87%，创业板指涨1.11%。全 市场成交额为11174亿元，较上日放量136亿元。全市场超3900只个股上涨。从盘面上看，算力产业链集 体反弹，CPO、铜缆高速连接方向领涨；近期活跃的创新药主线、以食品饮料为代表的大消费主线再度 ...

当地时间6月3日，美股的AI总龙头英伟达（NVDA.US）大涨2.8%，报141.22美元/股，公司市值升至约 3.45万亿美元，超越微软重夺全球市值第一头衔。 值得一提的是，4月上旬至今，英伟达累计反弹幅度接近50%，可谓"大象起舞"。 作为"卖铲人"，英伟达在AI淘金时代赚得盆满钵满，旗下GPU产品颇受各大科技巨头的追捧，包括亚马 逊（AMZN.US）、谷歌（GOOGL.US）、微软、OpenAI、甲骨文（ORCL.US）、特斯拉（TSLA.US） 均是英伟达的客户，上周英伟达公布的财报显示，第一财季营收同比增长69%，达440.62亿美元，远超 市场预期。 此前，曾有投资者担忧AI的"泡沫"还能持续多久，英伟达在GPU领域的护城河如何，能否维持其估值溢 价的合理性，以及贸易的冲击是否会产生负面影响等等，资本市场众说纷纭。 此外，近期Yole发布2025年数据中心共封装光学市场预测报告。报告指出，英伟达的硅光子共封装光学 （CPO）技术正推动AI数据中心变革，预计CPO市场规模将从2024年的4600万美元飙升至2030年的81亿 美元，年复合增长率高达137%。 除了CPO之外，国内其他的算力概念股也集 ...

（原标题：主力资金丨尾盘拉涨停，大资金出手！） 13个行业主力资金净流入。 据证券时报·数据宝统计，今日（4日）沪深两市主力资金净流出2.61亿元，其中创业板净流出6.85亿元，沪深300成份股净流入32.95亿元。 行业板块方面，申万一级行业共28个上涨，美容护理、综合和纺织服饰行业均涨超2%，通信、轻工制造、商贸零售、建筑材料和有色金属等行业 涨幅居前，均超1%。3个下跌行业中，交通运输行业跌0.58%，居首；国防军工和公用事业分别跌0.24%、0.12%。 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。电子行业主力资金净流入居首，达22.99亿元；通信、电力设备行业净流入金额 均超10亿元。此外，还有计算机、家用电器、社会服务和煤炭等行业净流入金额居前，均超1亿元。 18个主力资金净流出的行业中，国防军工和医药生物行业净流出金额居前，均超11亿元。汽车、机械设备、基础化工和农林牧渔等行业净流出金 额均超4亿元。 15股主力资金净流入均超2亿元 从个股来看，超40股主力资金净流入超1亿元，其中15股净流入超2亿元。 PCB龙头沪电股份主力资金净流入金额居首，达5.39亿元，净流入额创2024 ...

Group 1 - AI-related concepts such as CPO and high-speed copper connections experienced a collective rebound on June 4, with the cloud computing ETF (517390) rising over 1.4% and attracting net inflows for two consecutive days [1] - The cloud computing ETF's latest share count reached 288 million, with a year-to-date growth rate of nearly 499% as of June 3 [1] - The computer ETF (159998) rose by 0.93% and has seen continuous net inflows for 12 days, accumulating over 14 million yuan in net inflows [1] Group 2 - Nvidia's market capitalization reached $3.45 trillion, surpassing Microsoft and becoming the world's most valuable company again, following a first-quarter revenue growth of 69% to $44.1 billion [2] - Domestic computing power is expected to maintain high prosperity, driven by policy and industry changes, with the Ministry of Industry and Information Technology releasing a new plan on May 30 [2] - The restructuring of domestic companies like Haiguang and Shuguang is anticipated to accelerate competition among domestic computing power leaders and concentrate market share towards top companies [2]

每经记者｜刘明涛 每经编辑｜叶峰 今日，A股震荡攀升，创业板指涨逾1%。截至上午收盘，上证指数午盘涨0.43%报3376.58点，深证成指涨0.91%，创业板指涨1.22%，北证50涨1.17%，科创 50涨0.57%，中证A500涨0.58%，A股半日成交7425.05亿元。 | 2027.16 +24.46 +1.22% | | | | | 创业板指 399006 | ਕੋ | | --- | --- | --- | --- | --- | --- | --- | | SZSE 11:30:03 交易中 | | | | | 沪深市场核心指数 / ● + | | | 全额 | | 2048.52亿 关键比率 | | | | | | 成交量 | | 117.52亿 | | 2023 | 2024 20250 | | | 开盘 | | 2009.37 | 毛利率 | 24.19 | 25.18 | 25.34 | | 量高 | | 2030.92 | 净利率 | 10.01 | 10.46 | 12.01 | | 最低 | | 2009.37 | | | | | | 三次成出 30.7 市净率 | | 3.72 ...

门以 |宁 イベ -光 封板率 智通财经6月4日电，市场早盘延续反弹，创业板指领涨。沪深两市半日成交额7270亿，较上个交易日缩量234亿。盘面上热点快速轮动，个股涨多跌少，全 市场超3900只个股上涨。从板块来看，大消费股反复活跃，食品饮料等方向领涨，乐惠国际等多股涨停。固态电池概念股一度冲高，龙蟠科技等涨停。算力 概念股展开反弹，太辰光涨超10%。板块方面，啤酒概念、摘帽、CPO、固态电池等板块涨幅居前，机场、物流、草甘膦、跨境支付等板块跌幅居前。截至 收盘，沪指涨0.43%，深成指涨0.91%，创业板指涨1.22%。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | -3376.58 | -10148.98 | - 2027.16 | | +14.61 +0.43% | +91.81 +0.91% | +24.46 +1.229 | | 1 | 110 | | 午评：创业板指半日涨1.22% 大消费股集体走强 71.00% 封板 49 触及 20 昨涨停今表现 3.00% 高开率 78% 获利率 63% ...

Group 1 - The core viewpoint of the articles highlights the strong performance of the A-share market, particularly in sectors related to optical modules, rare metals, and 6G technology, driven by significant investments in AI and related infrastructure [1] - The U.S. stock market saw all three major indices rise, with Nvidia's stock increasing by 2.8%, leading to a market capitalization of $3.45 trillion, making it the highest valued company globally [1] - Recent reports indicate that Oracle plans to invest approximately $40 billion in Nvidia's GB200 GPUs to support the "Star Gate" project in Abilene, Texas, while xAI aims to expand its GPU card inventory to 1 million units, indicating a growing demand for high-speed optical modules [1] Group 2 - In the past five trading days, the 5G Communication ETF (515050) experienced a net inflow of 75.21 million yuan, while the AI-focused ETF (159381) saw a net inflow of 5.18 million yuan over the last ten trading days [2] - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index and is the largest ETF in the market focused on 5G, AI computing power, and the Nvidia supply chain, covering various leading companies in AI computing, 6G, consumer electronics, and optical modules [2] - The AI-focused ETF (159381) tracks the AI index of the ChiNext board, selecting companies primarily engaged in AI, with significant exposure to optical modules and IT services, including leading firms like New Yisheng, Zhongji Xuchuang, and Tianfu Communication among its top ten holdings [2]