09:25 A股开盘丨三大指数开盘涨跌不一 沪指低开0.07%，深成指高开0.10%，创业板指高开0.55%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Min | 3873.12 | -2.67 | -0.07% | | 399001 | 深证成指 | y | 13020.29 | 13.57 | 0.10% | | 399006 | 创业板指 | Mus | 3084.22 | 16.73 | 0.55% | 盘面上，锂电电解液、两岸融合、超硬材料、服务器、水产概念股走弱；CPO概念股走强。 个股方面，摩尔线程科创板上市，开盘大涨超468%，股价报650元。 盘面上，锂电电解液、两岸融合、超硬材料、服务器、水产概念股走弱；摩尔线程开盘大涨超468%。 09:22 港股开盘丨恒生指数低开0.4% 恒生指数低开0.4%，恒生科技指数跌0.41%。科网股多数走低，腾讯、网易跌幅靠前；机器人产业链再度走强。 | HSTECH 恒生科技 | | | -23.24 | -0.41% ...

Core Viewpoint - The article discusses various ETFs tracking the ChiNext Index, focusing on their low fee rates and the composition of the underlying indices, which include high market capitalization and liquidity stocks from emerging industries. Group 1: ChiNext ETF Overview - The ChiNext Index consists of 100 stocks with high market capitalization and liquidity, primarily from emerging industries, with nearly 60% of the index represented by the power equipment, communication, and electronics sectors [2]. - The rolling price-to-earnings (P/E) ratio of the ChiNext Index is reported at 39.0 times, with an estimated increase since its inception [2]. Group 2: ChiNext 200 ETF - The E Fund ChiNext 200 ETF tracks the ChiNext Mid-Cap 200 Index, which includes 200 stocks with medium market capitalization and good liquidity, reflecting the overall performance of mid-cap companies in the ChiNext market [2]. - The information technology sector accounts for over 40% of this index, and the rolling P/E ratio is noted at 105.9 times, with a slight decline of 0.3% reported [2]. Group 3: ChiNext Growth ETF - The E Fund ChiNext Growth ETF tracks the ChiNext Growth Index, composed of 50 stocks characterized by strong growth potential, good liquidity, and favorable earnings expectations [2]. - The sectors of communication, power equipment, electronics, non-bank financials, and pharmaceuticals make up nearly 80% of this index, with a rolling P/E ratio of 38.6 times and an increase of 1.2% noted [2].

来源：上海证券报·中国证券网 来源：上海证券报·中国证券网 上证报中国证券网讯 12月4日，A股三大股指小幅高开，沪指涨0.04%，深证成指涨0.02%，创业板指涨 0.01%。 盘面上看，机器人、黄金、汽车零部件等板块涨幅居前；光通信模块、CPO概念、培育钻石等板块跌幅 居前。 上证报中国证券网讯 12月4日，A股三大股指小幅高开，沪指涨0.04%，深证成指涨0.02%，创业板指涨 0.01%。 盘面上看，机器人、黄金、汽车零部件等板块涨幅居前；光通信模块、CPO概念、培育钻石等板块跌幅 居前。 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300502 | 新易盛 | 每 | 6.01 | 3846亿 | 370.59 | | 300394 | 天孚通信 | 的 | 4.31 | 1314亿 | 161.08 | | 300548 | 长芯博创 | 彩 | 3.78 | 355亿 | 163.03 | | 688313 | 仕佳光子 | 家 | 3.06 | 364Z | 384.99 | | 603083 | 剑桥科技 | | 2.93 | 388亿 | 172.34 | | 002725 | 跃岭股份 | | 2.39 | 38.43亿 | 39.89 | | 300308 | 中际旭创 | � | 1.69 | 6124亿 | 348.49 | | 600105 | 永鼎股份 | | 1.44 | 236 Z | 228.58 | | 300757 | 罗博特 | 第 | 1.38 | 338亿 | -10.51 | | 301205 | 联特科技 | 策 | 1.33 | 158亿 ...

截至2025年12月3日 09:50，创业板50指数(399673)强势上涨，成分股长川科技（维权）(300604)上涨 7.32%，新易盛(300502)上涨6.70%，天孚通信(300394)上涨5.32%，中际旭创(300308)，胜宏科技 (300476)等个股跟涨。创50ETF(159681)上涨1.05%，最新价报1.45元。 CPO概念盘中走强，消息面上，谷歌提出嵌套学习理论与HOPE架构，重塑长期记忆与推理效率，突破 Transformer在极长序列下的记忆瓶颈，可大幅降低训练与推理成本。OpenAI首席执行官奥尔特曼宣布 公司进入"红色警报"，推迟广告和其他新项目，谷歌模型威胁巨大，全力改进ChatGPT。 大同证券指出，谷歌市值的增长，是资本市场对其"AI技术领先"正成功转化为"AI商业基础设施竞争 力"的认可。TPU业务的突破，不单是卖出了更多芯片，也可能标志着谷歌正从AI竞赛的参与者，正展 现出向赋能者和平台方升级的趋势。这轮由巨头客户背书的TPU商业化浪潮，确实加速了AI算力市场的 结构性分化。英伟达将面临更复杂的竞争格局，但对于整个行业而言，更激烈的竞争、更多元的选择， 将最终推动 ...

格隆汇12月3日｜A股市场CPO概念股普涨，其中，新易盛涨6%，天孚通信涨超4%，长芯博创、仕佳光 子涨超3%，剑桥科技、跃岭股份涨超2%。 ...

Core Viewpoint - The stock of Xinyisong has shown significant growth this year, with a year-to-date increase of 342.35%, indicating strong market performance and investor interest [1][2]. Company Overview - Xinyisong Communication Technology Co., Ltd. is based in Chengdu, Sichuan Province, and specializes in the research, production, and sales of optical modules. The company was established on April 15, 2008, and went public on March 3, 2016 [1]. - The company's main revenue composition includes 98.86% from products above 25G, 0.87% from products below 25G, and 0.26% from other sources, with no revenue from PON [1]. Financial Performance - For the period from January to September 2025, Xinyisong achieved a revenue of 16.505 billion yuan, representing a year-on-year growth of 221.70%. The net profit attributable to shareholders was 6.327 billion yuan, reflecting a year-on-year increase of 284.37% [2]. - Since its A-share listing, Xinyisong has distributed a total of 775 million yuan in dividends, with 493 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, Xinyisong had 155,300 shareholders, an increase of 58.46% from the previous period. The average number of circulating shares per shareholder was 5,700, a decrease of 36.78% [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 35.8472 million shares, which is a decrease of 14.7275 million shares from the previous period [3].

Group 1 - The core viewpoint of the news is that Srey New Materials has shown significant stock performance, with a year-to-date increase of 174.26% and a recent market capitalization of 18.542 billion yuan [1] - As of December 2, Srey New Materials' stock price was 23.97 yuan per share, with a trading volume of 2.51 billion yuan and a turnover rate of 1.46% [1] - The company has a diverse revenue stream, with high-strength and high-conductivity copper alloy materials accounting for 46.51% of total revenue, followed by medium and high-voltage electrical contact materials at 22.90% [1] Group 2 - Srey New Materials operates in the non-ferrous metals sector, specifically in the sub-sector of new metal materials, and is involved in various concept sectors including ultra-high voltage and commercial aerospace [2] - For the period from January to September 2025, Srey New Materials reported a revenue of 1.174 billion yuan, representing a year-on-year growth of 21.74%, and a net profit attributable to shareholders of 108 million yuan, up 37.74% year-on-year [2] - The company has distributed a total of 167 million yuan in dividends since its A-share listing, with 135 million yuan distributed over the past three years [3]

Group 1 - The core viewpoint of the news is that Juguang Technology's stock has experienced fluctuations, with a year-to-date increase of 114.57% but a recent decline of 2.05% in intraday trading [1] - As of December 2, Juguang Technology's stock price is 136.68 yuan per share, with a market capitalization of 12.282 billion yuan [1] - The company has seen a net outflow of main funds amounting to 5.8081 million yuan, with significant selling pressure observed [1] Group 2 - Juguang Technology, established on September 21, 2007, specializes in the research, production, and sales of high-power semiconductor laser components and optical components [2] - The company's revenue composition includes laser optical products (48.73%), semiconductor laser products (18.92%), automotive application solutions (12.62%), and other segments [2] - As of September 30, 2025, Juguang Technology reported a revenue of 613 million yuan, reflecting a year-on-year growth of 33.88% [2] Group 3 - Since its A-share listing, Juguang Technology has distributed a total of 65.8705 million yuan in dividends [3] - Among the top ten circulating shareholders, new entrants include Debang Xinxing Value A and Hong Kong Central Clearing Limited, while Xinguang Trend Investment Mixed has reduced its holdings [3]

共封装光学(CPO)+5G+芯片概念+数据中心+人民币贬值受益 1、2022年12月8日互动易回复：公司拥有了光芯片集成、高速光器件以及高速光模块设计、生产的核心 能力，在高速信号设计和仿真、光学仿真和光耦合工艺领域掌握了相关核心技术。公司目前研发的有基 于EML（电吸收调制激光器）、SIP（硅光）、TFLN（薄膜铌酸锂）调制技术的800G光模块，以及用 于下一代产品NPO（近封装光学）/CPO（共封装光学）所需的高速光连接技术、激光器技术和芯片级 光电混合封装技术等。 来源：新浪证券-红岸工作室 12月1日，联特科技跌2.15%，成交额10.65亿元，换手率12.71%，总市值159.56亿元。 异动分析 区间今日近3日近5日近10日近20日主力净流入-9290.59万4518.41万1.81亿4.56亿4.38亿 主力持仓 2、光模块目前主要应用市场包括数通市场、电信市场和新兴市场。其中数通市场是光模块增速最快的 市场，目前已超越电信市场成为第一大市场，是光模块产业未来的主流增长点；电信市场是光模块最先 发力的市场， 5G 建设将大幅拉动电信用光模块需求。公司产品是数据中心和 5G 通信应用领域的上游 关 ...