新华财经上海2月9日电（林郑宏） 临近农历新年长假，公募基金调研热情不减。据公募排排网数据显 示，2026年2月2日至2月8日期间，共有113家公募机构参与到A股调研活动中，覆盖到24个申万一级行 业中的100只个股，合计调研次数达535次。 其次是机械设备和电力设备行业，分别被调研79次和76次，被调研个股数量分别为15只和12只。机械设 备行业中，耐普矿机、华锐精密、蜀道装备备受公募调研关注。电力设备行业中，大金重工、亚玛顿、 华通线缆和泽润新能被调研次数均不少于10次。 紧随其后的是计算机行业，该行业上周有锐明技术、国能日新在内的6只个股获得公募机构调研关注， 合计被调研57次。 显然，当前公募机构仍对AI算力发展受益的方向如TMT行业和电力设备等保持高度关注。 对此，富荣基金表示，外部宏观因素的扰动给市场短期带来压力，但考虑到国内通胀温和、政策空间充 足，叠加以"稳"为主的资本市场基调未变，市场下行压力整体可控。在行业配置上，建议围绕两大方向 布局：一是成长主线，聚焦AI算力与应用、半导体等产业趋势明确、景气度上行的领域；二是关注受 益于反"内卷"政策推动的板块，如新能源。 中海基金认为，短期A股中小 ...

今日午盘后沪锡走势：今日沪锡合约2603大涨，开盘价报364480元/吨，盘中最高报385000元/吨，最低 报358130元/吨，结算价报369690元/吨，收盘报384180元/吨，上涨23810元，涨幅6.61%；沪锡主力月 2603合约成交量279732手，持仓量33625手，较前一日增加1447手。今日现货锡价走势：据长江有色金 属网获悉，2月9日ccmn长江综合市场1#锡价报371100元/吨-374100元/吨，均价报372600元/吨,较前一日 价格上涨16000元；今日长江现货市场1#锡价报371750元/吨-373750元/吨，均价372750元/吨，较上一交 易日价格上涨16000元/吨。 ccmn锡市分析：宏观面，沪锡期货日内涨幅超5%，跃升为节前金属市场的领涨龙头。此次锡价的强势 上行，是海外宏观情绪、国内产业政策与自身基本面三重逻辑共振的结果。海外方面，美元走弱降低了 计价成本，而美股科技股尤其AI算力板块的狂飙，直接强化了锡作为关键电子材料的长期需求预期； 国内层面，算力基础设施政策的推进与市场库存持续去化，共同营造了看涨氛围。在宏观宽松预期与产 业需求激增的驱动下，锡凭借其偏紧 ...

周一，A股市场强劲反弹，通信设备、CPO光模块、AI应用端等方向集体爆发。 截至收盘，杰普特、长飞光纤、兆驰股份、安孚科技涨停；光库科技、长芯博创、国盾量子等纷纷大 涨。 "易中天"表现强势。新易盛大涨超7%，中际旭创涨近5%，天孚通信盘中一度涨停，收涨超17%股价创 历史新高，总市值超2300亿元。 巨头为AI砸重金 为了抢占AI高地，科技巨头们正进入超级资本周期。 上周，北美大厂纷纷宣布或暗示"爆表"的2026年资本支出。 其中，谷歌计划资本支出在1750亿美元至1850亿美元之间，较2025年几乎翻倍。 全球AI基础设施投资高歌猛进的背景下，光模块作为核心AI硬件之一，则持续保持高增长态势。 早前，国内CPO三巨头"易中天"2025年业绩全部预喜，需求增长是核心动力。 新易盛预计归母净利润达94亿元至99亿元，同比大幅增长231.24%至248.86%； 中际旭创预计归母净利润为98亿元至118亿元，同比增长89.50%至128.17%； 天孚通信预计归母净利润为18.81亿元至21.5亿元，同比增长40%至60%。 三家公司2025年合计盈利区间锁定在210.81亿元-238.50亿元，而2024年合 ...

Market Performance - The three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 1.41% to close at 4123 points, the Shenzhen Component Index up by 2.17%, and the ChiNext Index rising by 2.98% [1] - The total market turnover reached 2.27 trillion yuan, an increase of 106.7 billion yuan compared to the previous trading day, with over 4600 stocks rising [1] Solar Industry Highlights - The photovoltaic equipment sector showed strong performance, with stocks like Juhe Materials and TCL Zhonghuan hitting the daily limit [1] - Multiple photovoltaic ETFs, including Guotai, E Fund, and Huaxia, saw gains exceeding 3.5% [1][2] - The Guotai photovoltaic ETF reported a year-to-date increase of 19.17%, with an estimated scale of 627 million yuan [2] Tesla's Solar Initiative - Tesla is hiring to support Elon Musk's plan to become the largest solar module manufacturer in the U.S., aiming for a domestic solar power generation project of 100 GW [3] - The company is evaluating multiple locations across the U.S. for solar cell production [3] - The demand for space photovoltaic systems is expected to grow exponentially, with Chinese leading photovoltaic equipment manufacturers likely to benefit from this trend [3][4] Industry Outlook - The space computing sector is anticipated to open new growth opportunities for the photovoltaic industry, with a focus on long-term growth driven by the integration of AI and solar power [4][5] - The cost of launching reusable rockets is decreasing, and the construction of low-orbit satellite constellations is maturing, which will enhance the demand for solar energy in space [5] - Domestic photovoltaic equipment and material companies are expected to continue securing overseas orders due to their technological advantages and cost efficiency [5]

Market Performance - A-shares experienced a strong upward trend on February 9, with the Shanghai Composite Index rising over 1% to surpass 4100 points, and the ChiNext Index increasing nearly 3% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.25 trillion yuan, an increase of 103.8 billion yuan compared to the previous trading day [1] - Key sectors that saw significant gains included AI applications, computing power hardware, chemicals, and photovoltaic industries, with several stocks hitting the daily limit [1][2] Sector Highlights - The film and television, photovoltaic equipment, cultural media, and AI hardware sectors showed the highest gains, while oil and gas extraction, gas, and other related sectors faced declines [2] - The photovoltaic sector continued its upward momentum, with companies like JinkoSolar and TCL Zhonghuan reaching their daily limits [1][2] Institutional Insights - Investment firms suggest that the overall market trend remains upward, with opportunities in high-growth sectors such as semiconductors, consumer electronics, artificial intelligence, and commercial aerospace [3] - Analysts believe that the recent adjustments have released certain risks, and upcoming events and the "Spring Festival effect" may create a favorable environment for market recovery [3][4] - Recommendations include maintaining positions through the holiday and focusing on sectors with high growth potential, particularly AI computing and chemical industries [4] Economic Transition - Data from the National Taxation Administration indicates that during the "14th Five-Year Plan" period, China's economic and social green transition is accelerating, with significant growth in green technology sectors [5] - Key green product manufacturing industries, such as new energy vehicles and photovoltaic equipment, are expected to see annual sales growth rates exceeding 30% [5] Box Office Performance - As of February 9, 2026, the pre-sale box office for the Spring Festival films has surpassed 10 million yuan, with titles like "Flying Life 3" and "Silent Awakening" leading the pre-sale rankings [6]

Group 1 - The chemical sector is experiencing a positive trend, with the chemical ETF Tianhong (159133) showing a 1.06% increase in its benchmark index and a trading volume of 34.27 million yuan [1] - The chemical ETF Tianhong has seen a net inflow of 1.958 billion yuan over the last 30 trading days, reaching a new high in total assets of 2.574 billion yuan as of February 6, 2026 [1] - Emerging fields such as new energy materials, high-performance plastics, and bio-based chemicals are expected to have long-term growth potential, with leading companies enhancing R&D and industry chain layout to improve global competitiveness [1] Group 2 - Recent reports indicate multiple favorable factors in the chemical sector, including price increases for TDI in the Asia-Pacific region and collective price hikes for vitamin E and dyes in China [2] - Policy measures in China aim to curb vicious competition, while overseas policies like the EU carbon border adjustment mechanism are reshaping supply dynamics [2] - Improved supply-demand relationships, driven by overseas facility maintenance and strong demand for high-end chemical materials from emerging sectors like AI computing and new energy vehicles, are contributing to a significant year-on-year increase in chemical raw material exports [2]

更值得警惕的是结构性撕裂：权重科技股狂欢，市值低于20亿的小票却仍在泥潭挣扎；一边是AI硬件订单爆满，一边是房企巨亏820亿、光伏龙头集体预 亏。市场看似普涨，实则"赚指数不赚钱"的老套路再度上演。 今天上午，A股突然"满血复活"：创业板暴涨超3%，沪指冲上4100点，两市成交半日破1.5万亿，4400多只个股飘红——仿佛一夜之间，市场从"冰点"跳 进"沸点"。可就在几天前，节前缩量、外资观望、小微盘股暴跌37%的阴霾还笼罩着投资者。这究竟是牛市重启，还是节前最后的狂欢？ 表面看，利好确凿：AI算力、光伏、商业航天等政策主线全面爆发，CPO概念多股20cm涨停；北向资金悄然回流，技术面也形成多头结构，短期目标直指 4138点。但暗流汹涌：同一时间，黄金白银闪崩，贵金属板块20余股跌停；而融资保证金比例已上调至100%，中央汇金更减持4500亿宽基ETF——国家队 正在悄悄调仓，而非无脑托市。 历史数据显示，春节后5日上涨概率达75%，政策窗口期确实存在。但当前融资余额高达2.7万亿，若节后量能无法维持2.2万亿以上，反弹恐难持续。更何 况，美联储政策未明、中东局势未稳，外部黑天鹅随时可能打断节奏。 此刻，有人 ...

Group 1 - The A-share market experienced a strong rebound on February 9, with AI-related concepts collectively rising due to a surge in electricity demand from data centers [1] - The only ETF tracking the power grid equipment sector (159326) saw a gain of 2.87% and a trading volume of 848 million yuan, with leading stocks including Hangzhou Electric, Siyuan Electric, and Zhongtian Technology [1] - The power grid equipment ETF has attracted over 12.6 billion yuan in funds this year, reaching a total size of 17.189 billion yuan, making it the largest power-related ETF in the market [1] Group 2 - The power grid equipment ETF (159326) tracks the China Securities Power Grid Equipment Theme Index, with a strong representation in the sectors of power transmission and transformation equipment, grid automation equipment, and distribution equipment [2] - The smart grid sector has a weight of 90%, and the ultra-high voltage sector has a weight of 67%, both of which are the highest in the market [2] - The ETF includes leading companies such as TBEA, China XD Electric, and Siyuan Electric, which are prominent players in the industry [2]

这不只是一句夸张的口号。 "中国下一个大基建，在太空建数据中心。 百万颗卫星、每年1太瓦算力、1.5万亿美元估值……2026年初，马斯克扔出了一系列重磅炸弹。 1月30日，SpaceX向美国联邦通信委员会（FCC）提交了一份史上最大规模的卫星星座申请——百万级太空AI数据中心计划正式启动。 在太空近乎无限的太阳能与绝对零度的真空冷却加持下，马斯克称，未来AI训练将在轨道上运行，速度更快，成本更低，几乎无需电网、空调、地皮和 散热塔。地面算力的时代，正在被悄悄终结。 但这场AI算力竞赛，中国不会旁观。 1.这盘大棋怎么下？ 不久前，北京市科委与中关村科学城管理委员会联合发布了一份足以引爆科技圈的文件——《太空数据中心建设规划方案》。这标志着中国正式将科幻构 想推入产业前沿：计划在距离地球700至800公里高的晨昏轨道上，部署大型服务器集群，建设真正的"太空数据中心"。 据了解，整个系统设计为"空间算力-中继传输-地面管控"三大分系统构成的闭环体系。据规划披露，单个太空数据中心未来可容纳百万卡级别的GPU/TPU 计算单元，相当于将今天一个超大型数据中心压缩到卫星平台上。 几天后，他又宣布将AI公司xAI并入Sp ...

Group 1 - The optical communication sector is experiencing strong growth, with notable stock price increases for companies such as Changfei Optical Fiber (16.3% increase), Hongteng Precision (9.89% increase), and Huiju Technology (7.95% increase) [1] - Major tech companies including Meta, Amazon, Google, and Microsoft are projected to have a total capital expenditure of $660 billion this year, indicating robust investment in AI infrastructure [1] - Nvidia's CEO Jensen Huang stated that the surge in capital expenditure for AI infrastructure in the tech industry is reasonable and sustainable, with demand expected to remain strong in the coming years [1] Group 2 - CITIC Securities' report highlights that AI computing power demand will be strong by 2026, with optimistic capital expenditure forecasts for North American CSPs [2] - The optical fiber and cable industry has transitioned from recovery to a phase of simultaneous volume and price increases, with continued recommendations for the sector [2] - Industry leaders are expected to maintain their technological advantages and lead the direction of industry upgrades, with a focus on recommending domestic and international optical communication leaders [2]