通信设备ETF、云计算50ETF涨幅 - 监 | 证券代码 | 证券简称 | 涨跌幅 | 管理人 | | --- | --- | --- | --- | | 159583.SZ | 通信设备ETF | 2.92% | 昌国音尖 | | 560660.SH | 云50ETF | 2.76% | 新华喜等 | | 159738.SZ | 云计算ETF华泰柏瑞 | 2.15% | 华泰柏瑞基金 | | 516630.SH | 云计算50ETF | 2.14% | 花童童等 | | 517390.SH | 云计算ETF沪港深 | 2.09% | 天弘基金 | | 159739.SZ | 大数据ETF | 2.07% | 胸在章等 | | 516510.SH | 云计算ETF | 1.98% | 易方达基金 | | 159527.SZ | 云计算50ETF | 1.97% | 广发基金 | | 516700.SH | 大数据产业ETF= | $ 1.89% | 长宝喜音 | | 560850.SH | 信创50ETF | 1.87% | 汇添富基金 | | 159890.SZ | 云计算ETF | 1.87% | 招商 ...

Market Overview - The three major A-share indices collectively rose in the morning session, with the Shanghai Composite Index up 0.11%, Shenzhen Component Index up 0.26%, and ChiNext Index up 0.31%. The Northbound 50 Index increased by 1.24%. The total market turnover reached 1,002.6 billion yuan, an increase of 53.8 billion yuan compared to the previous day, with over 2,900 stocks rising [1][2]. Sector Performance - The military industry, diversified finance, solid-state battery, and CPO concept stocks led the gains. The military sector saw a significant surge, with nearly 20 stocks, including Zhongguang Fanglei and Fenghuo Electronics, hitting the daily limit. Fenghuo Electronics experienced a sharp rise, reaching the limit within one minute [3][4]. - Solid-state battery concept stocks also became active, with Zhonglun New Materials hitting the daily limit within three minutes of opening [5][12]. - The diversified finance sector maintained its strength, with stocks like Ruida Futures and Hongye Futures reaching the daily limit. Hong Kong brokerage stocks remained active, with Shengli Securities surging over 150%, setting a new historical high [5][6]. Hong Kong Brokerage Sector - The rise of cryptocurrency business among Hong Kong brokerages was highlighted, with Shengli Securities doubling in price during the session [6][9]. - The market reacted positively to Guotai Junan International obtaining the first full license for virtual asset trading among Chinese brokerages in Hong Kong, leading to a surge in its stock price, which initially rose nearly 90% before stabilizing at around 13% [7][11]. - The overall interest in virtual asset trading licenses increased, with 40 institutions upgrading their licenses to provide virtual asset trading services, including 38 brokerages and one bank [11]. Notable Stock Movements - Zhonglun New Materials and other solid-state battery stocks saw significant price increases, with several stocks hitting the daily limit. Zhonglun New Materials specifically reached a 20% limit increase shortly after market opening [12][13]. - The stock of Nord Shares, which had previously achieved a seven-day limit increase, clarified its business situation regarding solid-state batteries, indicating that its revenue from this sector was minimal and faced intense competition [15][17].

Market Overview - The A-share market saw all three major indices rise in early trading, with the Shanghai Composite Index up 0.11%, the Shenzhen Component Index up 0.26%, and the ChiNext Index up 0.31% [1] - The total market turnover reached 100.26 billion yuan, an increase of 53.8 billion yuan compared to the previous day, with over 2900 stocks rising [1] Sector Performance - The military industry, diversified finance, solid-state battery, and CPO concept stocks led the gains, while innovative drugs, oil and gas extraction, and complete automobile sectors experienced declines [4] - The military sector saw a significant surge, with nearly 20 stocks hitting the daily limit, including Zhongguang Fanglei (300414) and Juyi Suoju (002342) [4] - The diversified finance sector continued its strong performance, with stocks like Ruida Futures (002961) and Hongye Futures (001236) also hitting the daily limit [4] - Solid-state battery concept stocks were active again, with Zhonglun New Materials (301565) hitting the daily limit and several others also performing well [4] Notable Stocks - The strongest performing stocks included: - 6 consecutive limit-up: Xingye Co., Ltd. (603928) [5] - 5 consecutive limit-up: Xintonglian (603022) [6] - 4 consecutive limit-up: Jida Zhengyuan (003029) [7] - 3 consecutive limit-up: Hongye Futures, Heli Tai (002217), and others [8] Hot Sectors - The military sector ranked as the top hot sector with 17 stocks hitting the daily limit and 10 stocks on consecutive limit-up streaks [9] - The new energy vehicle sector followed, with 15 stocks hitting the daily limit [10] - The Huawei concept sector also showed strength, with 13 stocks hitting the daily limit [11] Sector Insights - In the diversified finance sector, 40 institutions have been approved to provide virtual asset trading services, including Tianfeng Securities and others [14] - The military sector may see increased speculation due to geopolitical tensions, as comments from former President Trump suggest potential conflicts between Israel and Iran [15] - The solid-state battery sector is gaining attention with the launch of the vivo X Fold5, which features advanced battery technology [16]

消息面上，美国时间周三，英伟达股价大涨4.3%至154.31美元，再创历史新高，市值达到3.77万亿美 元，超越微软成为全球市值最大的公司。此前，黄仁勋在英伟达年度股东大会上强调AI和机器人技术 带来"数万亿美元机会"，并指出全球对"主权AI"的需求正在增长，英伟达正处于为期十年的AI基础设施 建设浪潮的起点。 6月26日早盘， 通信、综合、电子、计算机等行业板块领涨A股，锂电电解液、航母、电路板、光模块 CPO、固态电池等概念盘中活跃。近期热度较高的云计算50ETF（516630）高开高走，一度涨近2%， 持仓股中，恒生电子、新易盛、中际旭创、卫宁健康、中科曙光、曙光数创等涨幅居前，其中新易盛一 度涨近6%。 国金证券认为，海外光模块需求上调，开启1.6T时代，推荐配置海外光模块供应链。光铜共进，下一代 连接技术走向成熟，建议关注CPO、DCI、AEC产业链标的。国产算力链长坡厚雪，建议关注交换机、 液冷板块。运营商分红稳步提升，资本开支向AI算力倾斜，兼备红利与成长属性。 （文章来源：每日经济新闻） 公开信息显示，云计算50ETF（516630）跟踪云计算指数（930851）。该指数的AI算力含量较高，覆 ...

今天，"牛市旗手"券商股大涨，刺激股市走强。 截至收盘，上证指数上涨1.03%，创下年内新高；深证成指、创业板指数分别上涨1.72%、3.11%。 沪深两市成交额超过1.6万亿元，较昨日放量1882亿元。整个市场有3919只个股上涨，1284只个股下 跌，个股涨跌幅的中位数为0.6%。 "牛市旗手"券商股及金融科技板块的拉升，是今天市场最大的亮点。 有不少人认为，牛市主升浪来了。不过，达哥觉得，有几个疑问待解答。 首先是上证指数的表现。今天上证指数仅上涨1.03%，低于2%。这么低的涨幅，在牛市主升浪启动时的 历史案例中是比较少见的。 其次是证券板块指数的表现。从历史来看，大盘每一轮主升浪的到来，证券板块指数的均线都密集交织 在一起，且均线的间距比较小，比如2024年9月24日主升浪启动前夕、2014年7月24日主升浪启动前夕 等。当前，证券板块指数的多根均线虽然也是交织在一起，但间距略微偏大。 未来几天，上证指数有望向去年11-12月的3494点、3509点靠近。操作上，依然是轻指数，重板块个 股。 再次是个股的表现。今天有1284只个股下跌，占比23.72%，略微偏大。此外，个股涨跌幅的中位数为 上涨0. ...

A股CPO板块多数高开，罗博特科涨超8%，新易盛涨近3%，天孚通信、剑桥科技等跟涨。 ...

证券代码：300757 证券简称：罗博特科 罗博特科智能科技股份有限公司投资者关系活动记录表 编号：2025-04 | | ☑特定对象调研 □分析师会议 | | | | | | --- | --- | --- | --- | --- | --- | | 投资者关系活动 | □业绩说明会 | □媒体采访 | | | | | 类别 | □新闻发布会 □路演活动 | | | | | | | | ☑现场参观 | | | | | | （电话会议） 周艺轩、张扬浩、陈俊韬 | □其他 浙商证券 | | | | | | 王俊之 | 伯利恒资产 | | 南京证券自营 | 李栋 | | | | 平安人寿 | 周重志 | 兴合基金 陈诚 | | | 参与单位名称及 | 韩红成 | 尚雅投资 | | 达诚基金缪扬帆 | | | 人员姓名 | 周晴 | 中邮证券 | | 秦兵投资 | 海俊 | | | 占豪 | 民生证券 | | 必达控股 | 王兴博 | | | 叶罗彬、须瑞祥 | 鼎江通 | | 财通基金 | 章新甫 | | | 府国华 | 个人投资者 | | | | | 时间 | 年 6 月 24 日 15:45-17:00 | ...

油气股大幅下挫，军工股走弱。算力产业链走强，CPO方向领涨；智能驾驶、航空、宠物经济、机器人概念股涨幅居前。 （持续更新中……） 09:35 液化石油气（LPG）期货主力合约触及跌停 液化石油气（LPG）期货主力合约触及跌停，现报4257元/吨，跌幅5.98%。 09:28 A股开盘｜上证指数跌0.04% 油气股大幅下挫 09:21 央行今日开展4065亿元7天逆回购操作 央行今日开展4065亿元7天逆回购操作，投标量4065亿元，中标量4065亿元，操作利率为1.40%。 09:16 人民币兑美元中间价调升54个基点 人民币兑美元中间价报7.1656，调升54个基点。前一交易日中间价报7.171。 09:00 SC原油期货主力合约触及跌停 SC原油期货主力合约触及跌停，现报518.6元/桶，跌幅9%。 三大股指开盘涨跌不一，上证指数开盘报3380.08点，跌0.04%，深成指开盘报10074.27点，涨0.26%，创业板指开盘报2024.7点，涨 0.35%。油气股大幅下挫，军工股走弱。算力产业链走强，CPO方向领涨；智能驾驶、航空、宠物经济、机器人概念股涨幅居前。 | | | | A股重要指数 | | | ...

如果您希望可以时常见面，欢迎标星收藏哦~ 2025 年 OFC 展会明确表明：数据中心向 CPO 交换机的转型不可避免，其主要驱动力在于 CPO 带来的功耗节省。 从黄仁勋在 2025 年 GTC 大会上展示 CPO 交换机，到众多厂商在 2025 年 OFC 展会上演示集成 在 ASIC 封装内的光引擎，共封装光学技术已无处不在。 值得注意的是，Arista 联合创始人、数据中心网络领域的长期远见者安迪・贝托尔斯海姆（Andy Bechtolsheim）尚未改变立场。在 2025 年 OFC 展会上，他继续主张线性可插拔光学（LPO）是 更优选择。LPO 移除了板载数字信号处理器，功耗较传统可插拔光学器件显著降低 —— 通常减少 30-50%。更多细节可查看我的帖子。 安迪的核心论点是，至少在 1600G 代际，LPO 与 CPO 的功率效率大致相当。那么，为何要接受 CPO 额外的复杂性呢？然而，在这些更高的 SerDes 速率下，LPO 面临着 ASIC 与面板光器件之 间电通道插入损耗的挑战。安迪认为，在 1600G 代际，可通过带近封装连接器的跨接电缆来缓解 这一问题。 他对 CPO 的担忧包括：失 ...

A股午评：三大股指走势分化 白酒股领跌大盘 金十数据6月23日讯，A股三大股指早盘集体低开，盘初一度冲高随后走势分化，沪指维持涨势，深证 成指、创业板指回落转跌，截至中午收盘，沪指涨0.15%，深证成指跌0.16%，创业板指跌0.33%；沪深 两市半日成交额超6700亿，超3400只个股飘红。盘面上，石油股、军工股、能源金属板块领涨大盘，银 行股反弹，工商银行等多股再创新高，白酒股领跌大盘，贵州茅台午盘收跌0.46%，CPO概念、游戏、 减肥药等板块跌幅居前。 ...