8月27日，A股市场午后跳水回落，沪指、深成指双双跌超1%。从板块来看，光模块（CPO）概念股逆 市走强，东田微斩获20CM涨停，仕佳光子、长芯博创涨超10%，剑桥科技走出三连板，新易盛盘中股 价均创历史新高。 天风证券研报指出，混合精度（如FP8+FP16）技术通过降低传输频次减少能耗，但单次传输数据量显 著增加，导致总传输量上升。这种特性促使光模块向更高带宽、更稳定传输能力升级，推动液冷系统、 高速光模块等配套设施需求增长。 （文章来源：21世纪经济报道） ...

Group 1: Market Overview - The A-share market showed mixed performance on July 22, with the Shanghai Composite Index in the red while the Shenzhen Component and ChiNext Index were in the green [1] - Market focus remained on concepts related to the Yarlung Tsangpo River Hydropower Station, optical modules, and major infrastructure projects in the western region [2] Group 2: Yarlung Tsangpo River Hydropower Station - Stocks related to the Yarlung Tsangpo River Hydropower Station continued to be active, with nearly 20 stocks hitting the daily limit up [4] - The investment for the Yarlung Tsangpo River Hydropower Station is approximately 1.2 trillion yuan, significantly higher than other major projects like the Three Gorges Project and the Hong Kong-Zhuhai-Macao Bridge [4] Group 3: Company Performance - China Power Construction Corporation (中国电建) saw its stock price reach 6.15 yuan per share, with a total market capitalization of 1059.41 billion yuan [6] - The company reported a new contract amount of 686.699 billion yuan for the first half of 2025, a year-on-year increase of 5.83%, with the energy and power sector contracts increasing by 12.27% [6] Group 4: Stock Performance Highlights - A total of 42 bank stocks were in the red, with Xiamen Bank dropping over 4% and several others declining by more than 2% [8] - The stock of Upwind New Materials (上纬新材) opened high at 47.85 yuan per share and achieved a 20% limit up, marking its 10th consecutive limit up, setting a new record in the A-share market [12]