最核心的逻辑，来自通信板块的爆发。申万一级行业以5.72%的涨幅登顶，CPO概念股东田微涨停，中 际旭创、天孚通信双创新高。这并非偶然，而是政策、资金与产业趋势的共振。 操作建议一：抓住"政策+资金+产业"三重逻辑 全体股民注意！A股今日上演"科技逆袭"。截至中午收盘，创业板指暴涨3.02%，科创50涨1.67%， CPO、光通信等题材股集体狂欢。1.3万亿元的半日成交额较前一交易日放量3000亿元，超4500只个股 上涨，市场情绪终于摆脱阴霾。 操作建议二：关注商业航天与券商股的补涨机会 后市展望：12月是政策密集落地的关键窗口 中央经济工作会议即将召开，科技创新、新质生产力、资本市场改革等关键词大概率成为焦点。当前A 股估值仍处历史低位，叠加长期资金持续入场，结构性行情有望延续。通信、AI算力、高端制造等政 策强支持、产业高景气的领域仍是核心方向。 但需警惕短期过热风险。港股疲软、部分题材股的短期过热（如海王生物连续8日暴涨超100%），提醒 我们上涨节奏不会一蹴而就。真正的机会属于那些能穿越周期的优质资产。 投资寄语：做时间的朋友，而非市场的奴隶 市场终将奖励那些看得更远、站得更稳的人。今天涨5%的股票 ...

格隆汇12月8日｜A股三大指数早盘集体上涨，沪指涨0.62%报3927.19点，深证成指涨1.55%，创业板指 涨3.02%，北证50涨1.42%。全市场成交额1.3万亿元，较上日成交额放量2995亿元，全市场超3500只个 股上涨。盘面上，CPO板块现涨停潮，铜缆高速连接、能源金属、商业航天板块涨幅居前，煤炭、黄金 及油气板块走低。 ...

A股三大指数早盘集体上涨，沪指涨0.62%报3927.19点，深证成指涨1.55%，创业板指涨3.02%，北证50 涨1.42%。全市场成交额1.3万亿元，较上日成交额放量2995亿元，全市场超3500只个股上涨。盘面上， CPO板块现涨停潮，铜缆高速连接、能源金属、商业航天板块涨幅居前，煤炭、黄金及油气板块走低。 ...

Group 1 - The CPO sector in the A-share market has experienced a significant surge, with multiple companies seeing substantial gains, including Tianfu Communication rising over 16% and several others exceeding 10% [1] - Notably, Tianfu Communication, Shijia Photon, Yongding Co., Zhongji Xuchuang, and Sruy New Materials have reached historical highs [1] - Driven by the demand for AI computing power, the global optical module industry is accelerating its upgrade to 800G/1.6T, with optical isolators becoming a critical component due to a global supply shortage of Faraday rotators [1] Group 2 - Guosheng Securities highlights that the continuous implementation of AI applications will further accelerate the construction of computing infrastructure, creating investment opportunities in the related industry chain [1] - The AIDC industry chain, including optical modules, PCBs, main equipment manufacturers, and copper cables, is expected to see rapid demand release, leading to a dual boost in performance and valuation [1] - Longcheng Securities recommends ongoing attention to these sectors as they serve as the fundamental support for computing power [1]

额，币圈人刚听说 CPO 的时候，我妈告诉我买了好几个 CPO 板块的翻倍票甚至都已经卖飞了这下真不敢说在家里投资水平排第一，币圈人现在真是金融市场洼地了。玩 A 股的好像赚麻了 ...

CPO板块持续拉升，中际旭创股价创历史新高，天孚通信涨近10%，通宇通讯、中瓷电子涨停，泰晶科 技、腾景科技跟涨。 ...

Market Overview - The three major A-share indices collectively turned positive, with sectors such as computing hardware, precious metals, Fujian, and commercial aerospace leading the gains, while banking, traditional Chinese medicine, real estate, and shipping ports lagged [1] - On December 5, the market saw a rebound after an initial dip, with the Shanghai Composite Index rising by 0.08% to close at 3878.99 points [1] Index Performance - The Shenzhen Component Index closed at 13057.09 points, up 0.39% [2] - The ChiNext Index closed at 3082.05 points, up 0.47% [3] - The CSI 300 Index closed at 4551.81 points, up 0.12% [4] - The STAR 50 Index closed at 1326.86 points, up 0.05% [4] - The CSI 500 Index closed at 7043.61 points, up 0.44% [4] - The CSI 1000 Index closed at 7296.40 points, up 0.66% [5] Sector Highlights - Computing hardware stocks showed strong performance, with Long光华芯 hitting the daily limit and reaching a new high, while Dongtianwei and Taichuang both rose over 10% [1] - The Fujian sector saw a resurgence, with Anji Food achieving four consecutive trading limits and several stocks hitting the daily limit [1] - The commercial aerospace concept continued its strong trend, with stocks like Super捷股份 and Aerospace Science and Technology hitting the daily limit [1] - The banking sector experienced a pullback, with Chongqing Bank dropping over 3% [1] Notable Stock Movements - On its first trading day, 摩尔线程's stock price surged over 500%, peaking at 688 yuan per share [1] - China Ping An's stock rose by 1.5% at one point, with Morgan Stanley adding it to its focus list and raising its target price for A-shares from 70 yuan to 85 yuan [7] Commodity Market - Domestic commodity futures showed mixed results at midday, with the shipping index (European line) rising by 3.54% and zinc increasing by 1.38%, while iron ore fell by 1.20% [9]

Market Overview - The Shanghai Composite Index rose by 0.71%, the Shenzhen Component Index increased by 1.11%, and the ChiNext Index gained 1.04% as of 14:02 [1] Key Factors Influencing Market Movement - Signals of capital market opening: The Chairman of the China Securities Regulatory Commission, Wu Qing, emphasized in a People's Daily article the need to "steadily expand high-level institutional opening of the capital market," including improvements to the Qualified Foreign Institutional Investor system, which enhances expectations for foreign capital inflow [1] - Increased probability of Federal Reserve rate cuts: U.S. economic officials hinted at a possible 25 basis point rate cut in December, with market betting probabilities reaching 89%. This led to a significant rise in the Dow Jones by 400 points overnight, a weaker dollar, and a shift of global funds towards emerging markets. A-shares, being high beta assets, are expected to benefit from the anticipated external liquidity easing [1] - Focus of main funds on high-growth sectors: Key sectors such as optical communication, CPO, and commercial aerospace saw net inflows from main funds, with leading stocks like Changguang Huaxin hitting the daily limit and reaching historical highs, thereby strengthening the technology growth style [1] Sector Performance - Financial stocks experienced a midday surge, with notable increases in companies such as Ruida Futures, Chuangshi Technology, Weidun, Huijin Shares, and Bank of China Securities [1] Market Outlook - According to Everbright Securities, the index is expected to rebound as it shows signs of bottoming out with reduced trading volume, aligning with the classic volume-price signal characteristic of "low volume indicating low price" [1]

人民财讯12月5日电，创业板指午后涨1%，CPO、有色金属、可控核聚变等板块涨幅居前。 ...

国金证券表示，在算力需求持续扩张的支撑下，中国AI计算加速芯片市场进入高速增长周期。根 据弗若斯特沙利文的预测，中国AI计算加速芯片市场规模将由2024年的1425亿元增至2029年的1.3万亿 元，2025~2029年的复合增速达54%。细分来看，GPU的增速最为亮眼，市场份额预计将由2024年的 70%提升至2029年的77%，主导地位进一步增强。同时，海外高性能芯片供应受限叠加供应链安全的国 产化替代需求，为国内本土GPU厂商带来发展机遇。 光模块方面，国盛证券称，算力产业链正处于高景气周期，爆发式增长的算力需求正面临光模块产 业链的供给瓶颈。为应对供需缺口，头部光模块厂商正积极推进 "中国大陆与泰国"双线并行的产能扩 张战略，多家龙头的泰国基地已投产或正在扩建，同时国内基地也在同步扩产，行业正处在新一轮产能 释放的前夜，预计明年一季度将迎来产能的集中释放，光通信行业进入从"产能释放"到"业绩爬坡"的新 阶段。 12月5日，A股开盘涨跌不一，其中CPO概念股走强。截止10点38分，同类费率最低的创业板人工 智能ETF华夏（159381）上涨0.71%，成交额迅速破1.6亿元，持仓股致尚科技实现20CM涨 ...