盘面上，有色金属、券商板块跌幅靠前，商业航天概念股回调。 09:31 创业板指跌超1%，沪指跌0.27%，深成指跌0.72%，券商、保险、零售、CPO等板块跌幅居前，市场下跌个股超3000只。 09:29 脑机接口概念继续活跃，普利特、创新医疗均4连板，爱朋医疗、南京熊猫、岩山科技、北陆药业等多股高开。 09:28 电子气体概念大幅高开，三孚股份、和远气体封涨停，金宏气体、华特气体、硅烷科技、雅克科技涨幅靠前。 09:25 A股开盘丨指数集体低开 沪指低开0.20%，深成指低开0.42%，创业板指低开0.63%，科创综指低开0.21%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | NºV | 4077.72 | -8.06 | -0.20% | | 399001 | 深证成指 | Am V | 13971.89 | -58.67 | -0.42% | | 399006 | 创业板指 | ์ | 3308.74 | -20.95 | -0.63% | | 000680 | 科创 ...

涨停股中，从连续涨停天数来看，大于或等于2天的个股有34只。其中，胜通能源14连板，连续涨停板 数量最多；锋龙股份9连板；雷科防务6连板；友邦吊顶、*ST东易均5连板；城建发展、*ST铖昌均4连 板；美克家居、志特新材、美好医疗、创新医疗、岩山科技、银河电子、快意电梯、南京熊猫等17股均 3连板；鹭燕医药、金风科技、北方导航、远东股份、江顺科技等10股均2连板。 沪深两市主力资金净流出471.98亿元 7个行业主力资金呈现净流入 Wind统计显示，沪深两市主力资金今日净流出471.98亿元；其中，创业板主力资金净流出170.43亿元； 沪深300成份股主力资金净流出170.03亿元；科创板主力资金净流出15.02亿元。 从行业来看，申万所属的31个一级行业，今日有7个行业主力资金呈现净流入，其中，通信行业主力资 金净流入最多，净流入金额为28.14亿元；行业主力资金净流入居前的还有银行、煤炭、轻工制造等， 净流入金额分别为12.43亿元、9.03亿元、3.16亿元。24个行业主力资金呈现净流出，其中，国防军工行 业主力资金净流出最多，净流出金额为87亿元；行业主力资金净流出靠前的还有计算机、汽车、电子、 电力 ...

Group 1 - The optical communication sector is experiencing a rebound, with companies like Yangtze Optical Fibre and Cable (06869) rising by 9.6% to HKD 53.75 and Cambridge Technology (06166) increasing by 5.14% to HKD 89.95 [1] - Overnight, US optical communication stocks such as Lumentum surged over 11% and Coherent rose more than 4%, indicating strong market interest [1] - Tianfeng Securities suggests that the market size for Scale-up interconnects, which will eventually lead to Scale-up CPO, has significantly surpassed that of Scale-out networks, highlighting a shift in market dynamics [1] Group 2 - According to a report from Fangzheng Securities, the average price of G.652.D optical fiber has increased for two consecutive quarters, showing a clear price recovery trend [1] - Historical trends indicate that the optical fiber and cable market has certain cyclical characteristics, with a projected production of 125 million core kilometers of optical cables in China by the first half of 2025, despite a year-on-year decline that is narrowing [1] - The prices of common cables and fibers are beginning to rebound, and the procurement prices from operators are expected to stabilize and recover, suggesting an overall improvement in industry sentiment [1]

Group 1 - The optical communication sector is experiencing a rebound, with stocks such as Yangtze Optical Fibre (601869) and Cambridge Technology (603083) seeing significant increases of 9.6% and 5.14% respectively [1] - Overnight, US optical communication stocks like Lumentum and Coherent saw gains of over 11% and 4%, indicating strong market interest [1] - Tianfeng Securities suggests that the market size for Scale-up applications is expected to dominate, driven by the expansion of Scale-up domains and increased interconnection speeds [1] Group 2 - According to a report from Fangzheng Securities, the average price of G.652.D optical fiber has risen for two consecutive quarters, showing a clear recovery trend [1] - Historical trends indicate that the optical fiber and cable market exhibits cyclical behavior, with a projected production of 125 million core kilometers of optical cables in the first half of 2025, despite a year-on-year decline [1] - The decline in production has narrowed, and prices for common cables are beginning to rebound, suggesting that operator procurement prices may stabilize and the overall industry outlook could enter an upward phase [1]

Group 1 - The article highlights significant announcements in the stock market, including "suspensions and resumption of trading, shareholding changes, investment wins, acquisitions, performance reports, unlocks, and high transfers" [1] - A company involved in commercial aerospace has established formal contract orders for rocket structural components, with major clients including Blue Arrow Aerospace, and has received small batch sample orders from clients like Zhiyuan Robotics [1] - Another company is focused on brain-computer interfaces, humanoid robots, multimodal AI, autonomous driving, AI chips, and cloud computing, and is optimizing its brain model while developing its own brain-computer interface system, having partnered with Leju Robotics to deliver a small number of robots equipped with the large model [1] - A company has signed a second fully automated OCS (Optical Switch) packaging production line order, indicating its involvement in commercial aerospace, chips, and CPO, with partnerships including Nvidia and Huawei HiSilicon [1]

证券日报网讯 1月6日，中兴通讯在互动平台回答投资者提问时表示，公司产品覆盖光传输、光接入、 光终端的端到端全光网络。在光传输方面，面向电信光通信网络场景，公司联合运营商基于空芯光纤创 下10714公里传输的世界纪录，1.6T城域相干产品已完成国际大T的现网测试；面向数据中心互联场景， 公司发布全球首个全频OTN，率先完成400G/800G全频OTN算力中心互联试点和商用。在光接入方面， 完成50G PON三代时分共存技术方案的试商用样机研制，为运营商网络的平滑升级铺平道路。在光终端 方面，公司FTTR产品累计发货近3000万套，PON CPE发货量全球第一。光模块的应用场景非常广泛， 公司基于市场、技术因素综合考虑决定对外采购光模块、或自行研发和生产光模块。在光传输领域，公 司研发和生产光传输网络相干光模块（包括OTN 100G/400G/800G可插拔光模块），用于光传输设备； 在用于服务器等数据通信领域的光模块方面，公司对外采购光模块。CPO是实现网络大带宽和低功耗的 关键技术之一，公司持续加大光通信领域的研发，对CPO的核心器件和封装技术正在进行研究。 （文章来源：证券日报） ...

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1月6日，A股三大指数集体收涨，沪指高开高走，再创十年新高。截止收盘，沪指涨1.50%，收报 4083.67点，沪指日线已实现13连阳，创2015年7月以来的逾十年新高。 行业板块方面，脑机接口、化学化工、大金融、有色金属、商业航天、无人驾驶、半导体板块涨幅居 前。脑机接口概念延续涨势，三博脑科、创新医疗等多股涨停。券商、保险等金融股拉升，华安证券、 华林证券涨停。有色板块走强，常铝股份等涨停，紫金矿业涨超5%创新高。商业航天继续活跃，十余 只成分股涨停，中国卫通6天4板，金风科技7天3板，双双创历史新高。 CPO、豆包大模型、MLCC、美容护理等行业以及概念跌幅居前。 此外，深证成指涨1.40%，收报14022.55点；创业板指涨0.75%，收报3319.29点。沪深两市成交额达到 28326亿，较昨日放量2651亿。 个股涨多跌少，沪深京三市约4000股飘红，近150只股票涨停。 ...

Group 1 - The Shanghai Composite Index rose by 1.14%, breaking the previous high from November 14, 2025, and reaching a new ten-year high [1] - The Shenzhen Component Index increased by 0.81%, while the ChiNext Index fell by 0.04% [1] - The Sci-Tech Innovation Board Index gained 1.05%, indicating positive momentum in the tech sector [1] Group 2 - Brokerage and insurance sectors showed the highest gains, reflecting strong investor confidence [1] - Stocks related to trading software, energy metals, semiconductors, brain-computer interfaces, commercial aerospace, and intelligent driving concepts experienced significant strength [1] - Adjustments were noted in computing hardware sectors such as CPO and high-speed copper connections [1]

Market Overview - The Shanghai Composite Index rose by 1.14% to 4069.38, marking a new 10-year high, while the Shenzhen Component Index increased by 0.81% to 13940.24 [4][8] - The total trading volume in the Shanghai and Shenzhen markets reached 1.78 trillion yuan, an increase of 145.5 billion yuan compared to the previous trading day, with nearly 3700 stocks rising [5] Sector Performance - The brokerage and insurance sectors led the gains, while stocks related to stock trading software, energy metals, semiconductors, brain-computer interfaces, commercial aerospace, and intelligent driving concepts also performed well [4][5] - The lithium carbonate futures contract on the Shanghai Futures Exchange hit the daily limit, trading at 137,940 yuan per ton, with an increase of 8.99% [6] - The silver spot price rose over 2%, surpassing 78 USD per ounce [7] Notable Stocks - Zijin Mining surged over 6%, with the total market capitalization of A-shares exceeding 1 trillion yuan for the first time [11] - The stock of Dongyun Co., Ltd. fell to the daily limit due to allegations of illegal public deposit collection, leading to the arrest of its actual controller [21][22] - Shengtong Energy resumed trading and hit the daily limit after completing relevant verification work [23] Commodity Movements - The industrial metals sector strengthened, with copper and aluminum leading the gains, and several companies in this sector, including Luoyang Molybdenum and Zhongjin Lingnan, saw significant increases [13] - The main contract for palladium rose by 4.00%, trading at 467.00 yuan per gram, while platinum also increased by over 4.00% to 606.00 yuan per gram [26]