（来源：南京晨报） 转自：南京晨报 晨报讯（南京晨报/爱南京记者 许崇静）2月26日，A股三大指数收盘涨跌不一。盘面看，元件、风电设 备、其他电源设备等行业涨幅居前，影视院线、保险、地产等板块跌幅靠前，概念板块中，CPO、光纤 概念、铜缆高速连接、液冷服务器等板块表现活跃，海南自贸区、短剧游戏、免税店等板块震荡调整。 截至收盘，上证指数微幅下探0.01%，报收4146.63点。深证成指报收14503.79点，整日呈横盘震荡态 势，微幅上涨0.19%。创业板指下跌0.29%。沪深两市成交额为25383.61亿元，较前个交易日呈上升态 势，整体增加了3.09%，两市成交量稍有提升。 从行情看，市场整体以震荡整理为主，深成指表现相对略好，盘中创出近期的新高，沪指窄幅整理，持 续在4100点上方整固，创业板指数表现较弱，盘中跌幅一度超过1%，从创业板指数分时图看，白线弱 于黄线，权重股表现相对不振。从盘面看，资源周期板块有所分化，部分科技题材方向表现活跃，算力 硬件概念走高。 华泰证券分析师表示，从春节长假后的市场表现看，马年市场迎来不错的开局，沪指逼近前期高点附 近，随着节前相对谨慎的资金回流市场，市场情绪回暖，交 ...

全市成交额2.56万亿，超2800只个股下跌。 26日，A股三大指数开盘涨跌不一，随后震荡分化，深指收涨。Wind数据显示，截至收盘，上证指数微 跌0.01%，深证成指涨0.19%，创业板指跌0.29%。 | 14 | | w A股 | | | | | --- | --- | --- | --- | --- | --- | | AAG 美股 | 港股 | 全球 | 商品 | 外汇 | 汁 三 | | 已为您生成昨日市场智评 | | | | | 查看 | | 内地股票 △ ◎ | | | | | | | 行情 | | 资金净流入 | | 涨跌分布 | | | 上证指数 | | 深证成指 | | 科创综指 | | | 4146.63 | | 14503.79 | | 1843.20 | | | -0.60 -0.01% | | +27.92 +0.19% | | +23.48 +1.29% | | | 万得全A | | 创业板指 | | 北证50 | | | 6914.39 | | 3344.98 | | 1544.91 | | | +14.40 +0.21% | | -9.84 | -0.29% | -2.29 ...

2月26日，早盘三大指数涨跌不一，深成指探底回升翻红，创业板指走势稍弱，黄白线明显分化。 沪深两市半日成交额1.64万亿，较上个交易日放量1173亿。盘面上热点快速轮动，全市场超2900只个股下跌。 从板块来看，算力硬件股持续活跃，PCB、CPO、液冷服务器概念均表现强势，深南电路、大族激光、沪电股份、广合科技、川润股份涨停。电力板块走 强，赣能股份2连板，华银电力涨停。燃气轮机概念集体拉升，东方电气、常宝股份封涨停。小金属概念表现活跃，云南锗业2连板，章源钨业触及涨停。下 跌方面，锂电池板块盘中震荡回落，鹏辉能源跌超9%。影视院线再度下挫，博纳影业大跌。 截至收盘，沪指跌0.08%，深成指涨0.28%，创业板指跌0.39%。 涨停表现 | 封板率 | 昨涨停今表现 | | --- | --- | | 76.00% | 1.14% | | 封板 45 触及 14 | 高开率 57% 获利率 | ...

Core Viewpoint - The market shows significant activity in AI applications and liquid cooling server concepts, with notable stock performances and institutional investments driving market trends [1][5][13]. Group 1: Stock Performance - Liou Co., Ltd. experienced a surge, hitting the daily limit, with a total of 560 million yuan bought by two leading retail investors and an additional 298 million yuan from the Shenzhen Stock Connect [1][15]. - In the liquid cooling server sector, Yingwei Ke also reached the daily limit, attracting 320 million yuan from four institutions [1][13]. - The top stocks by trading volume in the Shanghai Stock Connect included Lankai Technology at 2.402 billion yuan and Zhaoyi Innovation at 2.257 billion yuan [3]. Group 2: Sector Performance - The liquid cooling server, small metals, and computing hardware sectors showed the highest gains, while the film and television, tourism, and retail sectors faced declines [5][6]. - The computing sector led with a net inflow of 5.993 billion yuan, followed by grid equipment and new energy sectors [6][7]. Group 3: Institutional Activity - Institutional buying was prominent, with Liou Co., Ltd. leading net inflows at 3.198 billion yuan, followed by Yingwei Ke at 1.711 billion yuan [8]. - The top stocks with net outflows included Xinyi Sheng at -1.452 billion yuan and Guangxi Media at -0.953 billion yuan [9]. Group 4: ETF Trading - The top ETFs by trading volume included A500 ETF Fund with 12.228 billion yuan, showing a 10.79% increase from the previous trading day [10]. - The Brazilian ETF saw a remarkable increase of 491.25% in trading volume, reaching 3.07996 billion yuan [11]. Group 5: Futures Market - In the futures market, all four major index contracts saw both long and short positions increase, with a notable rise in short positions [12].

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - A-share market shows a rebound, with the Spring Festival market possibly continuing and a general rise expected; focus on the supplementary increase elasticity of weighted indexes [7] - Bond market sentiment improves, and the short - term rebound trend may continue, but the odds have significantly decreased [8] - Black commodities such as steel and iron ore are expected to fluctuate weakly in the short term, and some high - position short orders of iron ore can be held in the medium term [11] - Double - coke prices may fluctuate and consolidate in the short term, and attention should be paid to the resumption of production at coal mines and the recovery of downstream demand after the Spring Festival [13] - For iron alloys, manganese ore has strong short - term support, manganese silicon is in an oscillatory range, and silicon iron can be a long - allocation variety in the medium term [14] - For soda ash and glass, it is advisable to wait and see currently, focusing on the supply stability of leading enterprises and the progress of new capacity reaching production [15] - Copper prices are mainly in a wide - range oscillation in the short term, and fundamentals still support prices [16] - Carbonate lithium is expected to oscillate before the Spring Festival, and opportunities for buying on dips after the correction can be concerned [17] - Industrial silicon and polysilicon are in an oscillatory state, with limited downward adjustment space for industrial silicon and polysilicon oscillating widely [18] - Zhengzhou cotton is expected to be in a high - level consolidation state, and short - term trading is recommended [20] - Zhengzhou sugar is expected to oscillate and rebound, and short - term trading in the low - position range before the Spring Festival is recommended [23] - For eggs, it is recommended to reduce positions and wait and see before the Spring Festival, and pay attention to the impact of chicken culling and molting after the festival on second - quarter contracts [25] - High - quality apple supplies may continue to be strong, and the futures price may run strongly [26] - Corn prices are expected to be stable before the Spring Festival, and opportunities after the festival should be concerned [28] - Red dates are expected to oscillate weakly, and attention should be paid to the market performance during the consumption peak season [29] - The spot price of live pigs is lower than expected, and the near - month contract may decline further [30] - Crude oil prices are expected to have limited room for rebound and mainly oscillate [32] - Fuel oil prices will fluctuate with crude oil prices [33] - Polyolefins are expected to oscillate weakly, and caution should be exercised to prevent correction risks [34] - Rubber is expected to oscillate before the Spring Festival, and short - selling out - of - the - money put options or low - level accumulation can be considered [35] - Synthetic rubber may correct before the Spring Festival, and attention should be paid to opportunities for long - buying after the festival [36] - Methanol's fundamentals are slightly improved in the long term, but caution should be exercised due to uncertainties in the Middle East situation [37] - Caustic soda can be considered from a long - biased perspective for the time being [38] - Asphalt will fluctuate with crude oil prices and is stronger than crude oil [39] - PVC may enter a correction stage later, and caution should be exercised [40] - The polyester chain is expected to follow crude oil prices to oscillate and adjust in the short term, and inter - variety arbitrage opportunities of long TA and short EG can be considered [42] - LPG prices will follow crude oil prices, and caution should be exercised in trading [43] - Pulp prices have limited downward space in the short term, and it is advisable to wait and see [44] - Log prices may decline under the expectation of supply exceeding demand after the festival, and attention should be paid to position control [44] - Urea futures should be treated with an oscillatory mindset [45] 3. Summary by Relevant Catalogs 3.1 Based on Fundamental Judgments - **Trend Bearish**: No specific varieties mentioned - **Oscillating Bearish**: Eggs, red dates, etc. [2][29] - **Oscillating**: Coke, PTA, etc. [4] - **Oscillating Bullish**: Caustic soda, glass, etc. [2][15] - **Trend Bullish**: No specific varieties mentioned 3.2 Based on Quantitative Indicators - **Bearish**: Sugar, coke, etc. [4] - **Oscillating**: Hot - rolled coils, eggs, etc. [4] - **Bullish**: Rebar, glass, etc. [4] 3.3 Macro Information - The first inspection in the "15th Five - Year Plan" period highlights the importance of technological self - reliance [10] - The stock exchanges optimize refinancing measures, focusing on high - quality listed companies and the technology innovation field [10] - The Chinese government makes a solemn statement on the Japanese prime minister's expected continued tenure [10] - Chongqing introduces a package of real - estate policies, including purchase subsidies [10] - The first global humanoid robot free - fighting league is launched [10] - Goldman Sachs reports that the global memory market will face a severe supply shortage from 2026 - 2027 [10] - The US plans to lower tariffs on Bangladeshi goods [10] - The US employment growth data is expected to slow down [10] - The Japanese prime minister plans to promote food tax cuts [10] 3.4 Macro Finance - **Stock Index Futures**: The Spring Festival market may continue, and there is a possibility of a general rise. Focus on the supplementary increase elasticity of weighted indexes [7] - **Treasury Bond Futures**: The bond market sentiment improves, and the short - term rebound trend may continue, but the odds have significantly decreased [8] 3.5 Black Commodities - **Screw and Ore**: The trading rhythm is earlier this year. Steel inventories may be high after the festival. Iron ore supply is abundant, and the overall is expected to oscillate weakly in the short term [11] - **Coking Coal and Coke**: Double - coke prices may oscillate and consolidate in the short term, and attention should be paid to the resumption of production at coal mines and the recovery of downstream demand after the Spring Festival [13] - **Ferroalloys**: Manganese ore has strong short - term support, manganese silicon is in an oscillatory range, and silicon iron can be a long - allocation variety in the medium term [14] - **Soda Ash and Glass**: It is advisable to wait and see currently, focusing on the supply stability of leading enterprises and the progress of new capacity reaching production [15] 3.6 Non - ferrous Metals and New Materials - **Copper**: Copper prices are mainly in a wide - range oscillation in the short term, and fundamentals still support prices [16] - **Carbonate Lithium**: It is expected to oscillate before the Spring Festival, and opportunities for buying on dips after the correction can be concerned [17] - **Industrial Silicon and Polysilicon**: Industrial silicon has limited downward adjustment space, and polysilicon oscillates widely [18] 3.7 Agricultural Products - **Cotton**: Zhengzhou cotton is expected to be in a high - level consolidation state, and short - term trading is recommended [20] - **Sugar**: Zhengzhou sugar is expected to oscillate and rebound, and short - term trading in the low - position range before the Spring Festival is recommended [23] - **Eggs**: It is recommended to reduce positions and wait and see before the Spring Festival, and pay attention to the impact of chicken culling and molting after the festival on second - quarter contracts [25] - **Apples**: High - quality apple supplies may continue to be strong, and the futures price may run strongly [26] - **Corn**: Corn prices are expected to be stable before the Spring Festival, and opportunities after the festival should be concerned [28] - **Red Dates**: Red dates are expected to oscillate weakly, and attention should be paid to the market performance during the consumption peak season [29] - **Live Pigs**: The spot price of live pigs is lower than expected, and the near - month contract may decline further [30] 3.8 Energy and Chemicals - **Crude Oil**: Crude oil prices are expected to have limited room for rebound and mainly oscillate [32] - **Fuel Oil**: Fuel oil prices will fluctuate with crude oil prices [33] - **Plastics**: Polyolefins are expected to oscillate weakly, and caution should be exercised to prevent correction risks [34] - **Rubber**: Rubber is expected to oscillate before the Spring Festival, and short - selling out - of - the - money put options or low - level accumulation can be considered [35] - **Synthetic Rubber**: Synthetic rubber may correct before the Spring Festival, and attention should be paid to opportunities for long - buying after the festival [36] - **Methanol**: Methanol's fundamentals are slightly improved in the long term, but caution should be exercised due to uncertainties in the Middle East situation [37] - **Caustic Soda**: Caustic soda can be considered from a long - biased perspective for the time being [38] - **Asphalt**: Asphalt will fluctuate with crude oil prices and is stronger than crude oil [39] - **PVC**: PVC may enter a correction stage later, and caution should be exercised [40] - **Polyester Chain**: The polyester chain is expected to follow crude oil prices to oscillate and adjust in the short term, and inter - variety arbitrage opportunities of long TA and short EG can be considered [42] - **LPG**: LPG prices will follow crude oil prices, and caution should be exercised in trading [43] - **Pulp**: Pulp prices have limited downward space in the short term, and it is advisable to wait and see [44] - **Logs**: Log prices may decline under the expectation of supply exceeding demand after the festival, and attention should be paid to position control [44] - **Urea**: Urea futures should be treated with an oscillatory mindset [45]

2025年，农业农村部、卫健委、工信部联合印发《中国食物与营养发展纲要（2025-2030年）》，明确 将"优化畜禽肉类产销结构，扩大禽肉消费"列作重点任务之一。③麦当劳、百胜中国等头部西餐品牌持 续拓店并提出涨价计划，中餐品牌连锁化率提升，双轮驱动对鸡肉食材需求增加；同时，扩内需、促消 费政策提振，利好白鸡库存消化和需求向上。行业磨底已持续3年，产能收缩意愿增加；当前海外引种 持续受扰动，重视引种数量和结构变化，关注行情景气反转机会；建议重视自主育种崛起机会及掌握引 种替代资源的龙头企业。 昨日市场高开高走，沪指涨超1%，深成指涨超2%。沪深两市成交额2.25万亿，较上一个交易日放量 1038亿。盘面上，市场热点快速轮动，全市场超4600只个股上涨。从板块来看，AI应用端持续拉升， 引力传媒、荣信文化、中文在线、海看股份、掌阅科技、欢瑞世纪涨停。化工板块反复活跃，闰土股份 2连板，红太阳、华尔泰、海翔药业、亚邦股份涨停。光伏概念表现活跃，协鑫集成4连板，TCL中环4 天2板。算力硬件概念集体走强，天孚通信触及20cm涨停创历史新高。商业航天概念走高，中超控股、 顶固集创、杭萧钢构涨停。 下跌方面，油气股走势 ...

2月9日，市场高开高走，沪指涨超1%，深成指涨超2%。截至收盘，沪指涨1.41%，深成指涨2.17%，创业板指涨2.98%。沪深两市成交额2.25万亿，较上一 个交易日放量1038亿。盘面上，市场热点快速轮动，全市场超4600只个股上涨。从板块来看，AI应用端持续拉升，引力传媒、荣信文化、中文在线、海看 股份、掌阅科技、欢瑞世纪涨停。化工板块反复活跃，闰土股份2连板，红太阳、华尔泰、海翔药业、亚邦股份涨停。光伏概念表现活跃，协鑫集成4连板， TCL中环4天2板。算力硬件概念集体走强，天孚通信触及20CM涨停创历史新高。商业航天概念走高，中超控股、顶固集创、杭萧钢构涨停。下跌方面，油 气股走势较弱，通源石油、潜能恒信震荡下挫。 今日全市场（不含ST股、退市股）共83股涨停，连板股总数14只，26股封板未遂，封板率为76%。焦点股方面，AI应用概念股名雕股份7天6板，影视股横 店影视8天6板，化工股百川股份9天6板，并购重组的韩建河山5连板、凯龙高科20CM4连板。 一、板块异动 二、涨跌停温度 三、涨跌家数 四、涨停揭秘 | | | | 金融界股灵通复盘(2.9) | | | --- | --- | --- | ...

Market Performance - The market opened high and continued to rise, with the Shanghai Composite Index increasing by 1.41%, the Shenzhen Component Index by 2.17%, and the ChiNext Index by 2.98% [1] Trading Volume - 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 [2] Sector Performance - The AI application sector saw a collective surge, with stocks such as Ingrity Media, Rongxin Culture, Chinese Online, Haikan Co., and Zhangyue Technology hitting the daily limit [3] - The chemical sector remained active, with stocks like Runtu Co. and Hongyang Co. achieving consecutive limit-ups [4] - The photovoltaic concept also performed well, with GCL-Poly Energy achieving four consecutive limit-ups [4] - The computing hardware sector strengthened collectively, with Tianfu Communication hitting a 20% limit-up and reaching a historical high [5] - The commercial aerospace sector rose, with stocks like Zhongchao Holdings and Dinggu Creative hitting the daily limit [6] Declining Stocks - Oil and gas stocks showed weak performance, with Tongyuan Petroleum and Qianeng Huanxin experiencing fluctuations and declines [7] Individual Stock Highlights - Zhongji Xuchuang had the highest trading volume at nearly 20.6 billion yuan, followed by Xinyi Sheng and Tianfu Communication [8] - Notable individual stock performances include: - Zhongji Xuchuang: Current price 565.99, up 4.81%, trading volume 20.566 billion yuan [9] - Xinyi Sheng: Current price 390.15, up 7.17%, trading volume 18.316 billion yuan [9] - Tianfu Communication: Current price 297.90, up 17.76%, trading volume 16.568 billion yuan [9] - BlueFocus Communication: Current price 19.92, up 5.01%, trading volume 13.017 billion yuan [9]

Market Overview - The A-share market saw significant gains, with the Shanghai Composite Index rising over 1% and the Shenzhen Component Index increasing over 2%. The total trading volume reached 2.25 trillion yuan, an increase of 103.8 billion yuan compared to the previous trading day, with over 4,600 stocks rising [1][2]. Sector Performance - The semiconductor sector experienced notable growth, with stocks like Juguang Technology rising over 17%, Chipone Technology nearly 15%, and Guoxin Technology increasing over 12%. Other semiconductor stocks also saw gains of over 6% [5]. - The precious metals sector saw a short-term rally, with Hunan Silver hitting the daily limit, and other stocks like Silver Industry and Zhongjin Gold also rising. Spot gold increased by 0.91% to $5,012 per ounce, while spot silver rose by 4.97% to $81.62 per ounce [5]. - The communication services sector saw afternoon gains, with stocks like Guanghuan New Network rising over 10% [5]. Company Highlights - Chinese online literature company Zhongwen Online reported a 20% increase in stock price, reaching 35.28 yuan [3]. - The company SFC announced a restructuring investment agreement with Anhui Guozhi, which could lead to a change in control for the company [5]. - Pop Mart, a Hong Kong-based company, saw its stock price rise nearly 6%, reaching 257 HKD, marking a new high since October 2025. The company reported over 10,000 global employees and over 100 million registered members [8]. Technological Advancements - Recent advancements in AI video generation were highlighted, with companies like Keling AI and ByteDance launching new models that enhance video and image generation capabilities. These developments are expected to drive growth in the content creation sectors such as film, gaming, and advertising [4].

每经记者｜黄胜 每经编辑｜陈柯名 值得注意的是，CPO概念反复走强，天孚通信涨超17%，续创历史新高，总市值超2300亿元。杰普特涨停，炬光科技涨超17%，长盈通、东田微、腾景科 技、安孚科技、太辰光等大涨。消息面上，Tower半导体日前宣布与英伟达合作开发用于AI数据中心的先进硅光子技术。这家以色列半导体代工厂将通过 高性能硅光子技术扩展AI基础设施部署，用于为英伟达网络协议设计的1.6T数据中心光学模块。 记者|黄胜 编辑|陈柯名 杜恒峰 校对|许绍航 2月9日收盘，市场高开高走，沪指涨超1%，深成指涨超2%。沪深两市成交额2.27万亿元，较上一个交易日放量1000亿元。 盘面上，市场热点快速轮动，全市场超4600只个股上涨。从板块来看，AI应用端持续拉升，引力传媒、荣信文化、中文在线、海看股份、掌阅科技、欢 瑞世纪涨停。化工板块反复活跃，闰土股份2连板，红太阳、华尔泰、海翔药业、亚邦股份涨停。光伏概念表现活跃，协鑫集成4连板，TCL中环4天2板。 算力硬件概念集体走强，天孚通信触及20cm涨停创历史新高。商业航天概念走高，中超控股、顶固集创、杭萧钢构涨停。下跌方面，油气股走势较弱， 通源石油、潜能恒信震 ...