甭管多诱人都不能去啊，去了钱就没了，弄不好人也进去了。 太空光伏先把航天XX和中国X星这些兄弟们吸血成了老登股，然后自己也带不了队，双手一摊，惊天 一跪。 战力下滑的兄弟还是兄弟吗？创不了新高的股怎么就不算老登了？让众多宇航员们措不及防，在火箭上 怎么也成老登了？人人都笑老登，人人都是老登。 （来源：东昌路打工人） 腊八节，持仓已经乱成一锅粥。 周末一天六场会议学习太空光伏，上一次这么高频率的动作还是多年前的一秒六棍。 这么大动静，自然让我们把眼神给了过去，然后老师们把筹码给了出去，股价形成了SX型。 经历了这么多次周末热门新知识的学习，让人恍惚之间穿越到一个陌生的城市。你刚出火车站，就有人 邀请你："娃，你过来，姨跟你舍个话"。 另外一支马家军也遭重创，机器人粉丝前面说只要航天开始回调，一切都会好起来的。别看航天涨得时 候没带你们，跌的时候可没少跟你们一起啊。 抓马行情啊。 最像起飞的反而是云计算涨价，云本是天上来，也是航天。哪家云涨价？ali，ali也是马家军。 情绪有点差，题材有点累。背后是一只无形的大手在抓大放小，上证50结束九连阴，而此前桀骜不驯的 500和1000被上了强度，这是在引导热钱从题材回 ...

Market Overview - On January 26, A-shares experienced a mixed adjustment, with the Shanghai Composite Index slightly down by 0.09%, while the Shenzhen Component Index and ChiNext Index fell by 0.85% and 0.91%, respectively. The STAR 50 Index dropped by 1.35%, and only the CSI 300 Index saw a minor increase of 0.1% [1] - The total trading volume in the two markets reached 3.25 trillion yuan, an increase of approximately 163 billion yuan compared to the previous day, with 1,538 stocks rising and 3,547 stocks falling. The net outflow of main funds was 121.6 billion yuan [1] Sector Performance - Precious metals, particularly silver, led the market with an increase of 10.89%, with 8 stocks hitting the daily limit [1] - Aerospace and military electronics sectors, including space station and phased array antenna concepts, saw significant declines [1] Company Highlights - Silver-related companies gained attention due to the recovery of precious metal concepts and the overall activity in the non-ferrous metal sector. Silver's dual industrial and financial attributes align with current market trends, attracting speculative and quantitative funds despite its lower revenue contribution [2] - Zijin Mining's significant investment plan to acquire an African gold mine for 28 billion yuan is a key driver of its popularity, reflecting a forward-looking strategy in resource allocation amid global industrial upgrades [2] - Tongling Nonferrous Metals benefits from tightening supply and demand in the global copper market, with increasing demand from the new energy and high-end manufacturing sectors driving copper prices up. The company has achieved technological breakthroughs in high-end products and is expected to enhance its resource self-sufficiency through its Ecuador Mirador copper mine project [2] - Hunan Silver, a leading player in the domestic silver processing sector, has performed well amid the overall strength of the non-ferrous metal sector, supported by institutional investment and multiple concept attributes [2] Emerging Trends - Zhejiang Wenhu Internet's business layout aligns with market trends, launching the "Pai Zhi" programmatic advertising tool in the AI marketing field and experiencing rapid growth in its digital human business in collaboration with ByteDance [3] - Wangsu Technology benefits from the explosive demand for AI computing power and the rising popularity of the cloud computing sector, with its strategic transition to edge computing nodes receiving unexpected orders [3] - Da'an Gene's focus on the "Nipah virus" testing theme resonates with market trends, leveraging its position as a leader in the molecular diagnostic reagent industry [3] - Leo Group is in a critical business transformation phase, focusing on AI applications and digital marketing, which has attracted market attention [3] Popular Stocks - The top ten popular stocks in A-shares include Silver Nonferrous Metals, Zijin Mining, Tongling Nonferrous Metals, Hunan Silver, Zhejiang Wenhu Internet, Wangsu Technology, Da'an Gene, Leo Group, Aerospace Electronics, and BlueFocus [3]

1月27日，A股三大股指小幅低开，其中上证综指下跌7.39点，跌幅0.18%报4125.22点；深证成指下跌 32.86点，跌幅0.23%报14283.78点；沪深300指数下跌1.79点，跌幅0.04%报4705.17点；创业板指数下跌 3.13点，跌幅0.09%报3316.02点；科创50指数下跌2.73点，跌幅0.18%报1530.07点；有色金属板块走 低，耐普矿机跌超5%，华锡有色、华钰矿业、北方铜业、锡业股份、国城矿业低开超4%；光伏设备板 块低开，欧普泰跌超9%，亚玛顿跌超7%，双良节能、奥特维、迈为股份纷纷低开。 盘面上，市场焦点股白银有色（5板）平开，商业航天概念股九鼎新材（9天5板）低开9.95%、瑞华泰 （科创板2板）低开3.57%，有色金属板块四川黄金（8天4板）高开0.02%、湖南白银（5天3板）平开， 光伏板块明阳智能（3板）低开7.64%、拓日新能（2板）高开2.50%，AI应用端浙文互联（5天3板）高 开6.94%、天地在线（6天3板）低开0.40%，化工股红宝丽（5天3板）低开4.13%、中农联合（2板）低 开8.29%。 公司新闻 紫金矿业：公司控股的紫金黄金国际有限公司拟 ...

Core Viewpoint - 澜起科技 is a leading international data processing and interconnect chip design company, focusing on high-performance, low-power chip solutions for cloud computing and artificial intelligence, with two main product lines: interconnect chips and the津逮® server platform [1]. Group 1: Product Development - 澜起科技 has launched a high-performance Active Electrical Cable (AEC) solution based on PCIe 6.x/CXL 3.x standards, aimed at supporting high bandwidth and low latency interconnect for large-scale data centers and high-performance server platforms [1][2]. - The AEC solution utilizes self-developed Retimer chips and is designed to meet the stringent requirements for high-speed signal transmission in AI and cloud computing scenarios, enhancing system maintainability through comprehensive monitoring and diagnostic features [1][2]. Group 2: Market Trends - The evolution of data centers towards distributed multi-rack architectures necessitates stable and efficient system-level interconnects, with PCIe links transitioning from rack servers to supernodes, requiring AEC technology for long-distance transmission while maintaining signal integrity [2]. - 澜起科技's AEC solution incorporates self-developed SerDes technology, innovative DSP architecture, and OSFP-XD high-density interface packaging, enabling stable support for PCIe 6.0 x16 high-speed transmission [2]. Group 3: Future Outlook - 澜起科技's president, Stephen Tai, emphasizes the importance of stable and efficient interconnect systems as data centers evolve, highlighting the company's long-term technical accumulation in high-speed interconnects and its proactive approach to market opportunities [3]. - The company has successfully completed the development and system validation of the AEC solution in collaboration with leading domestic cable manufacturers, passing interoperability tests with various devices, including CPUs, xPUs, PCIe switches, and network cards [3]. - Looking ahead, 澜起科技 plans to continue its focus on high-speed interconnect technology, actively developing next-generation products such as PCIe 7.0 Retimer chips and high-speed Ethernet PHY Retimer chips to provide comprehensive and leading interconnect solutions for global customers [3].

Group 1 - The average price of G.652.D optical fiber in China has increased significantly, reaching approximately 24 yuan per core kilometer in Q3 2025, a 20% increase from 20 yuan per core kilometer in Q2 2025, indicating a clear price recovery trend in the market [1] - The price of G.652.D loose fiber has risen by over 20% compared to early 2025, reflecting a positive signal of demand recovery in the optical communication industry [1] - The growth in demand for optical fiber is driven by the booming development of emerging applications such as data center interconnect (DCI), cloud computing, and intelligent computing, which are expected to support prices in the future [1] Group 2 - The DCI market is projected to grow from $1 billion in 2023 to $3 billion by 2028, with a compound annual growth rate (CAGR) of 25% from 2023 to 2028, indicating a rapid expansion of optical fiber demand [2] - The share of optical fiber demand in data center internal and DCI scenarios is expected to increase from less than 5% in 2024 to 35% by 2027, contributing to a global optical fiber demand of 880 million core kilometers by 2027 [2] - The optical communication sector in the A-share market is likely to experience valuation recovery due to improved industry conditions, with a focus on leading companies in the optical fiber and cable field, as well as those with competitive advantages in optical modules and devices [2]

人民财讯1月27日电，中信建投（601066）证券研报认为，亚马逊近期对其AI算力服务——EC2机器学 习容量块的价格上调15%，标志着多年来云服务价格"只降不升"的惯例被打破，反映出算力供给紧张的 情况。全球最大AI开源社区Hugging Face最新数据显示：阿里千问开源模型下载量破10亿次，是全球首 个达成的开源大模型。中信建投建议一方面关注云计算服务商，可能跟进涨价，另一方面持续推荐AI 算力板块和AI应用。 近期，算力板块走势纠结。中信建投认为一是市场对2027年的需求展望仍存分歧，二是板块持仓较重。 如中际旭创（300308）和新易盛（300502）分别登上主动基金头号重仓股的第一和第三位。目前世界正 处于AI产业革命，类比工业革命的影响深远，需要以更长期的视角去观察。中信建投对AI带动的算力 需求以及应用持续乐观，算力板块短期的调整是机会。 ...

Company News - Puran股份预计 2025年净利润约为2.05亿元，同比减少29.89% [13] - Chunzhong Technology预计 2025年度归属于上市公司股东的净利润为2.65亿元至2.90亿元，同比增长208.86%至238.00% [13] - SanSheng Guojian发布2025年年度业绩预告，预计归属于上市公司股东的净利润为29亿元左右，同比增长311.35% [13] - Haili股份预计2025年度实现归母净利润为6500万元到7800万元，同比增加92%到130% [13] - Youhao Group预计2025年度实现归母净利润为1450万元至1650万元，同比增加357%到420% [13] - Duofluor预计2025年度归属于上市公司股东的净利润为2.00亿元–2.80亿元，上年同期亏损3.08亿元，受益于新能源汽车及储能市场需求的快速增长 [13] - Haike New Source与比亚迪锂电池签署长期合作协议，协议有效期为3年，每年至少供应10万吨产品 [14] - Zijin Mining控股的Zijin Gold International计划以44加元/股的价格收购Allied Gold Corporation，收购对价约为55亿加元（约合人民币280亿元） [15] - Tongfu Microelectronics控股股东华达集团减持公司股份1500万股，减持后持股比例为18.80% [15] Industry Insights - Amazon Web Services (AWS) recently raised prices for its EC2 machine learning capacity blocks by approximately 15%, indicating a significant shift in cloud computing pricing logic amid AI resource shortages [10] - The National Health Commission of China is promoting high-quality development in the traditional Chinese medicine industry, encouraging the establishment of county-level medical communities and accelerating product innovation [11] - The gold market is experiencing a surge, with international gold prices reaching historical highs, driven by factors such as real interest rates and geopolitical situations [6] - The demand for silver is increasing due to its essential role in solar energy, electric vehicles, and data centers, leading to accelerated price growth [6] - The A-share market has seen a significant increase in trading volume, with total trading exceeding 3 trillion yuan for two consecutive days, highlighting market activity [6][7]

"你好，请不要挡道，我正在清扫小区的主干道，请让一让。" 如今，在绿城服务、碧桂园服务、万物云等园区，清扫机器人正在替代物业的真人员工，处理重复性高、枯燥、环境恶劣的工作。 曾经在科幻影片才会出现的打扫机器人，已经开始照进现实。 ● 有鹿机器人正在园区里"执勤" 而在众多清扫机器人品牌中，有鹿机器人可以说是其中的佼佼者。 成立两年便成功实现量产，并累计拿到6.6亿元订单。 有鹿的路子为什么不一样？这得从创始人陈俊波的一个"执念"说起。 有鹿机器人成立于2023年2月，表面看，这是一家初创公司；但看其创始人陈俊波的背景，却一点也不"初创"。 他曾是阿里达摩院自动驾驶业务的核心人物，先后主导研发出物流无人车小G和"小蛮驴"，是一个对智能大模型有着无限热爱的人。 ● 陈俊波 1981年，陈俊波出生于浙江金华，高考时，成绩优秀的他，顺利被浙江大学录取。 当时，计算机和生物学都是非常热门的专业，但陈俊波是个喜欢收到及时反馈的人。 "反馈快速、直接，有利于自己后续不断优化调整"，于是，他选择了计算机专业。 进入大学后，陈俊波一直专心研究学术，一路读到了博士。 2009年，即将完成博士学业的陈俊波，收到在阿里工作的同学的邀 ...

Core Viewpoint - Jiangsu Shushuo Big Data Technology Co., Ltd. has been established with a registered capital of 100 million RMB, fully owned by Binhai Changda Holdings Co., Ltd. [1] Company Information - The legal representative of Jiangsu Shushuo Big Data Technology Co., Ltd. is Sun Yuzhong [1] - The company is registered with a capital of 100 million RMB [1] - The business scope includes various services such as value-added telecommunications, construction engineering, technical services, internet data services, big data services, and blockchain technology-related software and services [1] Shareholding Structure - Binhai Changda Holdings Co., Ltd. holds 100% of the shares in Jiangsu Shushuo Big Data Technology Co., Ltd. [1] Business Scope - The company’s operations cover a wide range of services including: - Value-added telecommunications services (both first and second categories) - Technical services, development, consulting, and promotion - Internet data and big data services - Information system integration and maintenance services - Cloud computing and 5G communication technology services - Software development and sales, including security software and commercial password products [1] Registration Details - The company is classified as a limited liability company (non-natural person investment or holding) [1] - The business registration is valid until January 26, 2026, with no fixed term thereafter [1] - The registration authority is the Binhai County Administrative Service Management Office [1]

天眼查显示，近日，深圳市晟光锐芯科技有限公司成立，法定代表人为孙雅楠，注册资本500万人民 币，海南敕勒川冷链物流有限公司、珠海市瑞建东方进出口贸易有限公司持股。 序号股东名称持股比例1海南敕勒川冷链物流有限公司66%2珠海市瑞建东方进出口贸易有限公司34% 企业名称深圳市晟光锐芯科技有限公司法定代表人孙雅楠注册资本500万人民币国标行业科学研究和技 术服务业>科技推广和应用服务业>技术推广服务地址深圳市南山区沙河街道高发社区侨香路4080号侨 城坊6号楼12C企业类型有限责任公司营业期限2026-1-26至无固定期限 来源：市场资讯 经营范围含一般经营项目是：光电子器件销售；电子元器件批发；电子元器件零售；显示器件销售；技 术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；集成电路设计；企业管理咨询；会议 及展览服务（出国办展须经相关部门审批）；普通机械设备安装服务；计算机系统服务；信息系统集成 服务；智能控制系统集成；货物进出口；技术进出口；智能家庭消费设备销售；云计算设备销售；云计 算装备技术服务；国内贸易代理；人工智能行业应用系统集成服务；人工智能基础资源与技术平台；健 康咨询服务（不含诊疗服 ...