1月30日，A股三大股指早盘高开探底，随后震荡回升，午后窄幅震荡，截止收盘，沪指跌0.96%报 4117.95点，深成指跌0.66%报14205.89点，创业板指涨1.27%报3346.36点，科创50指数涨0.12%报1509.4 点；本月沪指累涨3.76%，中旬创十年新高后小幅回落最终站稳4100点关口上方；深成指本月累涨 5.03%，创业板指本月累涨4.47%，科创50指数表现较强，月涨超12%；沪深两市成交额连续20个交易日 突破2.5万亿，近2900股下跌。 煤炭板块震荡走高，盘江股份涨停，云煤能源、新大洲A、大有能源、恒源煤电等跟涨。 盘面上，CPO概念走高，亨通光电、长飞光纤等多股涨停；转基因、粮食概念走强，敦煌种业、农发种 业等多股涨停；造纸印刷板块拉升，松炀资源涨停；光通信模块、水产养殖及通信设备等板块涨幅居 前；贵金属、有色金属板块重挫，中金黄金、山东黄金、白银有色及赤峰黄金等近二十股跌停；锂矿概 念走低，西部矿业跌停；昨日表现强势的白酒、啤酒股普跌，古越龙山领跌；汽车拆解、油气设服及培 育钻石等板块跌幅居前。 本月有色金属与科技两大主线交替领涨。有色金属板块成为最大亮点，受现货黄金、白银 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index down by 0.96% closing at 4117 points, while the Shenzhen Component Index fell by 0.66%. In contrast, the ChiNext Index increased by 1.27% [1] - The total market turnover was 2.86 trillion yuan, a decrease of 397 billion yuan compared to the previous trading day, with nearly 2900 stocks declining [1] Sector Performance - The CPO concept stocks rose significantly, with companies like Hengtong Optic-Electric and Yangtze Optical Fibre achieving daily price limits [1] - The genetically modified and grain sectors also performed well, with Dunhuang Seed Industry and Nongfa Seed Industry hitting daily price limits [1] - The paper and printing sector saw gains, with Songyang Resources reaching its daily price limit [1] - The communication module, aquaculture, and communication equipment sectors had notable increases [1] Declining Sectors - Precious metals and non-ferrous metals sectors experienced sharp declines, with nearly twenty stocks including Zhongjin Gold and Shandong Gold hitting daily price limits [1] - Lithium mining stocks fell, with Xibu Mining reaching its daily price limit [1] - The previously strong-performing liquor and beer stocks saw widespread declines, with Guyue Longshan leading the drop [1] - The automotive dismantling, oil and gas service, and cultivated diamond sectors had significant losses [1] Top Gainers and Fund Flows - The top gainers included the communication equipment sector with a rise of 2.92%, followed by the restaurant and tourism sector at 1.48% [2] - Net capital inflows were observed in the agriculture sector, which increased by 2.16% [2] - The five-day performance showed the paper sector with a rise of 1.599% [2]

算力硬件股午后持续走高，杰普特、致尚科技20cm涨停，天孚通信大涨14%创历史新高，新易盛、罗博特科、德科立涨幅居前。 ETF方面，通信ETF、通信ETF广发、创业板成长ETF、通信ETF嘉实、通信设备ETF、创业板人工智能ETF华宝、通信ETF南方、创业板人工智能 ETF华夏、创业板人工智能ETF南方、创业板人工智能ETF富国分别涨3.54%、3.52%、3.38%、3.21%、3.20%、3.03%、2.84%、2.87%、2.83%、 2.78%。 | 序号 | 证券代码 | 证券简称 | 当日涨跌幅% | 年涨跌幅% | 基金管理人 | | --- | --- | --- | --- | --- | --- | | 1 | 159100 | 巴西ETF | 6.19 | 42.17 | 花夏星金 | | 2 | 513310 | 中韩半导体ETF | 3.75 | 47.03 | 华泰柏瑞基金 | | 3 | 515880 | 通信ETF | 3.54 | 6.33 | 国泰县金 | | 4 | 159507 | 通信ETF广发 | 3.52 | 7.50 | 广发基金 | | 5 | 159973 ...

CPO概念震荡反弹，亨通光电涨停，杰普特、致尚科技、长飞光纤等此前涨停，罗博特科、天孚通信、 太辰光、蘅东光、联特科技、仕佳光子等跟涨。 ...

股票频道更多独家策划、专家专栏，免费查阅>> | 代码 | | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688025 | 杰譜特 | 1 | 20.00 | 154亿 | 14.22 | | 300394 | 天学通信 | 1 | 16.11 | 2022 乙 | 28.10 | | 688167 | 炬光科技 | 1 | 15.48 | 224亿 | 42.34 | | 920045 | 德东光 | 策 | 13.23 | 255亿 | 21.37 | | 300757 | 罗博特科 | 1 | 12.95 | 636亿 | 62.67 | | 301205 | 联特科技 | -18- | 12.33 | 296亿 | 35.32 | | 300570 | 太辰光 | 1 | 10.83 | 279亿 | 6.27 | | 601869 | 长飞乐线 | 1 | 10.00 | 1235亿 | 28.15 | | 600330 | 天通股份 | 1 | 9.98 | 167亿 | 3.27 | | 688313 | ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688025 | 杰譜特 | 1 | 20.00 | 154亿 | 14.22 | | 300394 | 天学通信 | 1 | 16.11 | 2022亿 | 28.10 | | 688167 | 炬光科技 | 1 | 15.48 | 224亿 | 42.34 | | 920045 | 衡东光 | 报 | 13.23 | 255亿 | 21.37 | | 300757 | 罗博特科 | 1 | 12.95 | 636亿 | 62.67 | | 301205 | 联特科技 | 事 | 12.33 | 296亿 | 35.32 | | 300570 | 太辰光 | 1 | 10.83 | 279亿 | 6.27 | | 601869 | 长飞乐线 | 1 | 10.00 | 1235亿 | 28.15 | | 600330 | 天通股份 | 1 | 9.98 | 167亿 | 3.27 | | 688313 | 任佳光子 | 1 | 9.21 | 423亿 | ...

1月30日早盘，市场整体回调，CPO概念股逆势活跃，天孚通信涨超11%，中际旭创、新易盛涨超4%。截至午间收盘，创业板成长指数上涨1.4%，创业板指 数上涨0.8%，创业板中盘200指数下跌1.7%。 每日经济新闻 ...

Group 1 - The CPO concept stocks in the A-share market mostly rose, with notable gains from companies such as 可川科技, 太辰光, and 长芯博创 [1] - 可川科技 reached a limit-up of 10%, while 太辰光 increased by over 8% [1] - Other companies like 长飞光纤, 中富电路, and 德科立 saw increases of over 6% [1] Group 2 - The market capitalization of 可川科技 is 11.7 billion, with a year-to-date increase of 96.74% [2] - 太辰光 has a market cap of 26 billion and a year-to-date decrease of 0.94% [2] - 长飞光线 has a market cap of 111.8 billion and a year-to-date increase of 16.02% [2]

Market Overview - The market rebounded yesterday with all three major indices turning positive, driven by strong performance in the chip industry, precious metals, CPO concepts, and space photovoltaic concepts [1] - Conversely, sectors such as coal and batteries experienced significant declines [1] ETF Fund Flows - On January 27, the non-monetary ETF market saw significant inflows, with the following notable changes: - Huaxia CSI Segmented Nonferrous Metals Industry ETF saw an increase of 704 million shares and a net inflow of 1.657 billion yuan - Huaan Gold ETF increased by 119 million shares with a net inflow of 1.293 billion yuan - Bosera CSI Convertible Bonds and Exchangeable Bonds ETF increased by 74 million shares with a net inflow of 1.088 billion yuan [1][2] ETF Performance - The top 20 ETFs by net inflow as of January 27 include: - Southern CSI Shenwan Nonferrous Metals ETF with a net inflow of 14.474 billion yuan - Huaxia CSI Electric Grid Equipment Theme ETF with a net inflow of 12.740 billion yuan - Penghua CSI Segmented Chemical Industry Theme ETF with a net inflow of 11.980 billion yuan [4] Overall Market Data - As of January 27, the total ETF shares in the market reached 32,858.54 billion shares, with a total scale of 56,365.94 billion yuan - The financial sector saw the largest increase in shares, with 26 funds tracking it - The largest increase in thematic shares was in the CSI Segmented Chemical Industry, with 6 funds tracking it - The highest return index was the Sino-Korean Semiconductor, which increased by 3.98% with 1 fund tracking it [4]

有色金属主力资金净流出122.51亿元。 今日（1月27日），沪深两市主力资金净流出414.34亿元，其中，沪深300成份股净流出5.05亿元，创业 板净流出50.84亿元。 6个行业获主力资金净流入，通信行业主力资金净流入金额为41.20亿元，居首；银行行业主力资金净流 入超17亿元；电子、农林牧渔行业主力资金净流入均在2亿元以上。有色金属行业资金大幅出逃，主力 资金净流出122.51亿元；电力设备行业净流出超87亿元，医药生物行业净流出超50亿元；计算机、基础 化工行业净流出金额均在40亿元以上。 主力资金出逃有色金属板块 从个股来看，今日有43股主力资金净流入超2亿元，中际旭创、天孚通信、华天科技、平潭发展净流入 金额均超10亿元。 光通信板块的CPO概念龙头股——中际旭创、天孚通信、华天科技、新易盛均获主力资金抢筹。今日 CPO板块大涨，消息面上，昨日，英伟达宣布将以每股87.20美元的价格认购CoreWeave普通股，投资金 额达20亿美元，CoreWeave计划在2030年前建成超过5吉瓦的AI数据中心。 通信板块获资金追捧，除了上述4只股票外，三维通信、中兴通讯、奥飞数据等主力资金净流入金额均 ...