Group 1 - The CPO (Co-Packaged Optics) concept declined by 0.11% as of the market close on July 24, ranking among the top decliners in the concept sector [1] - Notable decliners within the CPO sector include Tai Chen Guang, Shi Jia Guang Zi, and Changxin Bochuang, while the top gainers were Bo Min Electronics, Lian Ying Laser, and Kai Ge Precision Machinery, with increases of 4.47%, 4.30%, and 3.32% respectively [1] - The Hainan Free Trade Zone concept saw the highest increase at 9.11%, followed by the horse racing concept at 4.67% and the duty-free shop concept at 4.46% [1] Group 2 - The CPO sector experienced a net outflow of 2.078 billion yuan, with 50 stocks seeing net outflows, and 7 stocks experiencing outflows exceeding 100 million yuan [1] - The stock with the highest net outflow was Xin Yi Sheng, with a net outflow of 599.16 million yuan, followed by Tian Fu Communication and Zhong Ji Xu Chuang with outflows of 363.12 million yuan and 221.04 million yuan respectively [1] - The stocks with the highest net inflows included Changdian Technology, Sanan Optoelectronics, and Unisplendour, with net inflows of 156 million yuan, 130 million yuan, and 81.52 million yuan respectively [1]

Group 1 - The core issue is that NVIDIA has informed its Chinese customers about limited supply of the H20 chip due to U.S. government restrictions [1][5] - The U.S. government banned the sale of H20 chips in April, leading NVIDIA to cancel customer orders and its production capacity reservations with TSMC [1][2] - TSMC's factories are currently operating at full capacity and have shifted production lines originally intended for H20 chips to other clients [1][3] Group 2 - NVIDIA's CEO stated that manufacturing new chips from scratch takes nine months, and there are no plans to restart H20 production [2] - NVIDIA had been developing an upgraded version of the H20 chip before the ban, which relies on high-performance memory chips primarily supplied by SK Hynix [3] - SK Hynix has indicated limited capacity for supplying the high-end memory chips needed for the upgraded H20 if NVIDIA places additional orders [3] Group 3 - The H20 chip is considered NVIDIA's most powerful AI chip approved for sale to China under U.S. export restrictions [4] - Following the news of potential resumption of H20 chip sales, Chinese AI companies have begun placing orders [5] - NVIDIA is also developing a new chip called RTX Pro GPU for Chinese customers that will comply with U.S. export restrictions [5] Group 4 - The AI hardware sector has seen significant gains, with companies like Xinyi Semiconductor and Pegatron experiencing stock price increases of over 25% since mid-July [6] - Specific stock performance includes Xinyi Semiconductor up 39%, Pegatron up 25%, and Zhongji Xuchuang up 24% [6][7] - The limited supply news combined with substantial price increases in the sector may lead to short-term adjustments for AI hardware-related stocks [7]

Group 1 - The Tonghuashun Fruit Index concept rose by 3.37%, ranking second among concept sectors, with 20 stocks increasing in value, including Dongshan Precision which hit the daily limit, and others like Pengding Holdings, Luxshare Precision, and Lens Technology showing gains of 9.98%, 6.34%, and 4.69% respectively [2] - The concept sector saw a net inflow of 2.518 billion yuan, with 17 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflow, led by Dongshan Precision with a net inflow of 516 million yuan [2] - The leading stocks in terms of net inflow ratio included Lingyi Technology, Dongshan Precision, and Lens Technology, with net inflow ratios of 13.59%, 13.40%, and 10.75% respectively [3] Group 2 - The top stocks by net inflow included Dongshan Precision, Luxshare Precision, GoerTek, and Industrial Fulian, with net inflows of 516 million yuan, 433 million yuan, 309 million yuan, and 271 million yuan respectively [4] - The trading turnover rates for the leading stocks were 5.09% for Dongshan Precision, 2.34% for Luxshare Precision, and 5.59% for GoerTek, indicating active trading in these stocks [4]

Group 1 - The Co-Packaged Optics (CPO) concept has seen an increase of 3.34%, ranking third among concept sectors, with 84 stocks rising, including Changfei Fiber, Guanghe Technology, and Cambridge Technology hitting the daily limit [1][2] - Notable gainers in the CPO sector include Shengyi Electronics, Shijia Photon, and Dekeli, which rose by 13.86%, 11.10%, and 10.05% respectively [1] - The sector experienced a net inflow of 4.047 billion yuan from main funds, with 56 stocks receiving net inflows, and 13 stocks exceeding 100 million yuan in net inflows [2] Group 2 - The top net inflow stock was Xinyi Sheng, with a net inflow of 568 million yuan, followed by Dongshan Precision, Luxshare Precision, and Cambridge Technology with net inflows of 516 million yuan, 433 million yuan, and 389 million yuan respectively [2] - The net inflow ratios for leading stocks in the CPO sector include Cambridge Technology at 19.98%, Guanghe Technology at 19.08%, and Qingshan Paper at 17.23% [3] - The trading volume and turnover rates for key stocks in the CPO sector indicate strong investor interest, with significant movements in stock prices and trading activity [4][5]

资金流入比率方面，华工科技、光迅科技、震有科技等流入比率居前，主力资金净流入率分别为 9.33%、9.13%、8.80%。（数据宝） F5G概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002281 | 光迅科 技 | 4.41 | 7.86 | 27215.85 | 9.13 | | 000988 | 华工科 技 | 5.07 | 5.60 | 25135.73 | 9.33 | | 300570 | 太辰光 | 8.96 | 15.98 | 17280.05 | 5.35 | | 301183 | 东田微 | 13.92 | 43.69 | 14224.28 | 8.16 | | 300548 | 长芯博 创 | 3.19 | 14.02 | 11403.33 | 3.87 | | 603083 | 剑桥科 技 | 1.52 | 23.75 | 10903.95 | 3.42 | | 002792 ...

截至7月15日收盘，华为盘古概念上涨1.92%，位居概念板块涨幅第6，板块内，20股上涨，泛微网络、 云鼎科技等涨停，赛意信息、先进数通、易点天下等涨幅居前，分别上涨8.22%、4.46%、4.38%。跌幅 居前的有北信源、博彦科技、阳光诺和等，分别下跌2.29%、1.76%、1.61%。 能 | 603039 | 泛微网 | 10.00 | 2.14 | 5491.64 | 17.44 | | --- | --- | --- | --- | --- | --- | | | 络 | | | | | | 300541 | 先进数 | 4.46 | 21.93 | 4234.17 | 2.92 | | | 通 | | | | | | | 润达医 | | | | | | 603108 | 疗 | 3.43 | 6.02 | 3519.34 | 5.66 | | 300248 | 新开普 | 3.56 | 13.62 | 2929.67 | 3.33 | | 300182 | 捷成股 | 0.55 | 3.24 | 826.42 | 2.06 | | | 份 | | | | | | 300168 | 万达信 | -0 ...

截至7月15日收盘，果指数概念上涨1.85%，位居概念板块涨幅第8，板块内，14股上涨，鹏鼎控股涨 停，东山精密、蓝特光学、工业富联等涨幅居前，分别上涨9.70%、5.24%、5.13%。跌幅居前的有珠海 冠宇、京东方A、安洁科技等，分别下跌2.56%、1.98%、1.54%。 同花顺果指数概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002938 | 鹏鼎控 股 | 10.01 | 3.58 | 30285.18 | 8.56 | | 002475 | 立讯精 密 | 4.02 | 2.01 | 19391.79 | 3.67 | | 002600 | 领益智 造 | 1.91 | 1.91 | 7467.46 | 6.31 | | 601138 | 工业富 联 | 5.13 | 1.39 | 6987.45 | 0.94 | | 300115 | 长盈精 密 | 1.25 | 3.33 | 5017 ...

Market Overview - The three major A-share indices showed mixed results, with the Shanghai Composite Index down by 0.7%, while the Shenzhen Component Index and the ChiNext Index rose by 0.34% and 0.47% respectively [1] - The total market turnover was 15,756 billion yuan, a decrease of 475 billion yuan compared to the previous day, with over 3,300 stocks rising [1] Sector Performance - The sectors that performed well included non-ferrous metals, AI hardware, diversified finance, and smart healthcare, while banking, oil and gas extraction, cross-border payment, and tourism and hotel sectors saw declines [2] - The non-ferrous metals sector was notably strong, with stocks like Jinhui Co. and Northern Copper hitting the daily limit [2] - Several stocks related to CPO and copper cable high-speed connection concepts also surged, with companies like Chuangyitong and Xinya Electronics reaching the daily limit [2] Notable Stocks - Stocks with consecutive limit-ups included Hongye Futures and Dadongnan, both achieving four consecutive limit-ups [3][4] - Other stocks with consecutive limit-ups included Feiyada and Zhongguang Lightning, among others [5] Hot Sectors - The top hot sector was new energy vehicles, with 14 stocks hitting the limit-up, including Dadongnan and Bohai Automobile [6] - The 5G sector also saw 9 stocks hitting the limit-up, with Zhongguang Lightning being a notable representative [7] - The BYD concept stocks had 9 stocks hitting the limit-up, with Dadongnan and Bohai Automobile leading [8] Market Trends - The CPO market is expected to see significant growth starting in 2027, with projections indicating a market size exceeding 1 billion USD by 2028 and surpassing 5 billion USD by 2030 [11] - Goldman Sachs predicts that copper prices will peak at approximately 10,050 USD per ton by August 2025 due to tightening supply in markets outside the US [12] - The diversified finance sector is gaining attention due to the ongoing positive response to virtual asset businesses in Hong Kong, with firms like Tianfeng International Securities upgrading their licenses to offer virtual asset trading services [12]

Core Insights - The Co-Packaged Optics (CPO) concept has seen a rise of 2.63%, ranking third among concept sectors, with 74 stocks increasing in value [1] - Major gainers in the CPO sector include KeXiang Co., which hit a 20% limit up, and Zhongjing Electronics, which also reached the limit up, while other notable increases were seen in LianTe Technology and Shengyi Electronics [1] - The sector experienced a net inflow of 2.583 billion yuan, with 55 stocks receiving net inflows, and 12 stocks exceeding 100 million yuan in net inflows [1] Market Performance - The CPO concept sector ranked third in daily performance, following the Military Restructuring concept and PCB concept, which rose by 3.51% and 3.29% respectively [1] - The top gainers in the CPO sector included Zhongjing Electronics (10.01%), KeXiang Co. (19.98%), and JianGao Technology (4.42%) [2][3] Fund Flow Analysis - The leading stocks by net inflow ratio were Zhongjing Electronics (28.81%), KeXiang Co. (15.32%), and JianGao Technology (14.93%) [2] - The highest net inflow was recorded for Zhongji Xuchuang, with 366 million yuan, followed closely by Lixun Precision and JianGao Technology with 356 million yuan and 310 million yuan respectively [2] Sector Overview - The CPO sector is characterized by significant activity, with a total of 74 stocks rising, indicating strong investor interest and potential growth opportunities [1] - The overall market sentiment appears positive for the CPO sector, as evidenced by the substantial net inflows and the performance of key stocks [1][2]

Core Viewpoint - The MicroLED concept sector has shown a positive performance with a 2.24% increase, ranking fourth among concept sectors, indicating growing investor interest and potential opportunities in this area [1]. Market Performance - As of June 18, the MicroLED concept saw 43 stocks rise, with notable performers including Lianjian Optoelectronics and Zhongjing Electronics, both hitting the daily limit up of 20% and 10.01% respectively [1][2]. - The top gainers in the MicroLED sector included Nanjiguang, Huacan Optoelectronics, and Kaleid, with increases of 14.34%, 6.58%, and 5.13% respectively [1]. - Conversely, stocks such as Jinghe Integration, Guoxing Optoelectronics, and Zhaochi Co. experienced declines of 2.53%, 0.95%, and 0.70% respectively [1]. Capital Flow - The MicroLED sector attracted a net inflow of 368 million yuan from major funds, with 27 stocks receiving net inflows, and five stocks exceeding 30 million yuan in net inflow [1]. - Zhongjing Electronics led the net inflow with 166 million yuan, followed by Lianjian Optoelectronics, Dazhu Laser, and BOE A, which received net inflows of 90.98 million yuan, 44.93 million yuan, and 43.17 million yuan respectively [1]. - The top three stocks by net inflow ratio were Zhongjing Electronics at 28.81%, Tongxingda at 15.09%, and Zhuming Technology at 13.75% [2][3].