↑点击上面图片 加雪球核心交流群 ↑ 市场全天冲高回落 ， 创业板指此前一度涨超3% 。 截至收盘 ， 沪指涨0.64% ， 深成指涨1.23% ， 创业板指涨1.66% 。沪深两市成交额2.39万 亿 ， 较上一个交易日放量243亿 。 盘面上 ， 市场热点快速轮动 ， 全市场近4100只个股上涨 。 MicroLED概念集体爆发 ， 龙腾光电 、 华灿光电 、 聚灿光电等多股20%涨停；电网设备板块延续强势 ， 中国西电涨停创历史新高。 市场上面，上期所原油期货主力合约，从14%的涨停板，直线跳水，截至收盘涨6.43%。 A股油气板块同时走低，贝肯能源、蓝焰控股、科力股份跌超9%，通源石油、潜能恒信跌超8%。万亿巨头中国石油跌超4%。 算力租赁板块快速拉升 ， 美利云 、 铜牛信息双双涨停 ；CPO板块持续走强 ， 凯格精机涨近14%续创历史新高。 值得一提的是，尾盘消息突袭， 伊朗哈塔姆·安比亚中央司令部副司令阿米尔·海达里在接受采访时表示，伊朗方面并未封锁霍尔木兹海峡。 随即上期所原油期货跳水，A股油气板块也跳水走低，贝肯能源、科力股份跌超9%。 01 猝不及防 原油跳水 临近收盘时，市场突然传来一条 ...

| 名称 | 现价 | 涨跌幅÷ | | | --- | --- | --- | --- | | 翔鹭钨业 | 41.56 | 10.01% | 0.00% | | 002842.SZ | | | | | 章源钨业 | 40.60 | 10.00% | 0.00% | | 002378.SZ | | | | | 中稀有色 | 102.08 | 10.00% | 0.00% | | 600259.SH | | | | | 厦门钨业 | 69.00 | 8.20% | 0.00% | | 600549.SH | | | | | 中钨高新 | 64.68 | 7.44% | 0.26% | | 000657.SZ | | | | | 洛阳铜业 | 23.46 | 1.87% | -0.09% | | 603993.SH | | | | 消息面上，章源钨业上调2026年2月下半月长单采购报价。另据智通财经报道，自2025年以来，全球钨产业链供需失衡加剧，叠加政策管控、需求爆发等 多重因素，钨粉、钴粉、碳化钨粉价格开启持续暴涨模式，屡创历史新高。据中钨在线数据统计，截至2月25日，钨粉已达1800元/公斤，1个月内钨粉 ...

2月27日，市场早盘震荡调整，沪指再度翻绿，创业板指跌超1%，黄白线明显分化。 沪深两市半日成交额1.59万亿，较上个交易日缩量530亿。盘面上热点快速轮动，全市场超2900只个股下跌。 从板块来看，算力租赁概念集体爆发，华胜天成5天3板，拓维信息、利通电子、城地香江封涨停。有色金属板块反复活跃，章源钨业7天5板，翔鹭钨业、中 稀有色涨停。AI编程概念走强，金现代、普元信息双双20cm涨停。太空光伏概念震荡反弹，钧达股份涨停。下跌方面，电子布概念持续调整，宏和科技跌 停。 截至收盘，沪指跌0.17%，深成指跌0.68%，创业板指跌1.46%。 | 上证指数 | 深证成指 | 创业 | | --- | --- | --- | | - 4139.53 | ·14405.75 | -329 | | -7.11 -0.17% | -98.03 -0.68% | -48.76 | | 1 11 | 11 11 | -140 | 涨停表现 | 封板率 | 昨涨停今表现 | | --- | --- | | 79.00% | 1.83% | | 封板 47 触及 11 | 高开率 41% 获利率 | 上证指数 创业 深证成指 ...

Group 1 - The core viewpoint of the news is the significant rise in the computing power leasing sector, with multiple companies experiencing substantial stock price increases [1] - Runze Technology reached a 20% limit up, indicating strong market interest and investor confidence in the company [1] - Other companies in the sector, such as Zhongbei Communication and Huasheng Tiancai, also hit their price limits, showcasing a broader trend of growth within the computing power leasing industry [1] Group 2 - Companies like Aofei Data and Maixinlin saw stock increases of over 10%, further emphasizing the positive momentum in the market [1] - Additional firms, including Guanghuan Xinwang, Hengrun Co., Hongjing Technology, and Runjian Co., also experienced stock price increases, indicating widespread enthusiasm in the sector [1]

Group 1 - Major declines observed in the stock prices of several companies, including Dawi Technology, which hit the daily limit down, and Guanghuan Xinwang and Yuntian Lifeng, both dropping over 10% [1] - Other companies experiencing significant declines include Aofei Data, Wangsu Technology, Dataport, Qingyun Technology, Yunsai Zhili, Dongfang Guoxin, Yakang Co., and Hang Steel, all of which are among the top losers [1]

24日，A股三大指数高开，随后震荡上行，创业板指盘中一度涨逾2%。截至午间收盘，沪指涨1.17%， 深证成指涨1.82%，创业板指涨1.76%。全市半日成交额1.52万亿，近4300只个股上涨。 | 14 | | | w A股 | | Q | | --- | --- | --- | --- | --- | --- | | A股 美股 | 港股 | 商品 | 全球 | 外汇 》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 | | | 4129.78 | | | 14356.88 | 1810.53 | | | +47.71 +1.17% | | | +256.69 +1.82% | +1.35 +0.07% | | | 万得全A | | | 创业板指 | 北证50 | | | 6851.92 | | | 3333.62 | 1544.00 | | | +95.12 +1.41% | | | +57.66 +1.76% | +14.23 + ...

股票近期走势 2026年2月13日，ST创兴召开第十届第2次董事会会议，审议了与关联方钱江弹簧签署日常关联交易框 架协议的议案。此次会议是公司近期治理活动的一部分，可能影响投资者对公司的关注度。 2026年2月9日，算力租赁概念受政策利好推动活跃，工信部发布算力互联互通节点建设通知。ST创兴 主营业务包含算力服务业务，行业热点可能间接波及公司股价表现。 经济观察网 ST创兴近期召开董事会审议关联交易议案，同时其股价在算力概念活跃背景下呈现震荡下 跌走势。 近期事件 近7个交易日（2026年2月6日至2月13日），ST创兴股价呈现震荡走势。截至2月13日收盘，股价报4.20 元，单日上涨1.20%，但区间累计下跌9.29%（以2月2日收盘价4.63元为基准）。期间最高价4.75元（2 月2日），最低价4.11元（2月12日），振幅达13.82%。技术面显示，股价目前低于20日均线（4.42 元），布林带压力位4.80元，支撑位4.04元，MACD和KDJ指标偏弱，表现落后于大盘和行业平均水 平。资金流向方面，2月13日主力资金净流出109.66万元，散户资金净流入109.66万元，反映市场分歧较 大。 以上内容 ...

Core Viewpoint - The article discusses the recent performance and valuation concerns of Dawi Technology (大位科技), particularly in the context of the booming computing power leasing sector, highlighting significant discrepancies between its valuation and industry averages [1][2]. Group 1: Company Performance - Dawi Technology's stock has experienced a strong rally, achieving a price of 13.86 CNY per share, marking a 93.58% increase year-to-date and a total market capitalization exceeding 20 billion CNY [1]. - The company has reported a significant deviation in its valuation metrics, with a rolling price-to-earnings (P/E) ratio of 428.01 and a price-to-book (P/B) ratio of 26.30, compared to the industry averages of 46.83 and 3.82, respectively [1][2]. Group 2: Business Operations - The company clarified that its computing power leasing business, which began in 2024, generated only 1,123.20 million CNY in revenue for the first three quarters, contributing a mere 3.59% to total revenue, indicating minimal impact on overall performance [2]. - Dawi Technology anticipates a net loss for 2025, projecting a net profit range of -250 million to -125 million CNY, with a non-recurring net profit forecast of -1.3 billion to -800 million CNY, indicating ongoing operational challenges [2]. Group 3: Project Developments - The Zhangbei data center project, previously misinterpreted as a new capacity for computing power leasing, is clarified to be a facility providing customized server rooms and related infrastructure, with limited revenue contribution expected in 2025 [2]. - The company emphasized that its core business remains focused on leasing standardized server rooms, cabinets, bandwidth, and IP addresses, with a reported revenue of 31.31 million CNY for the first three quarters of 2025, primarily from cabinet leasing [2].

Group 1 - The three major indices collectively rose, with the ChiNext Index and the Sci-Tech 50 Index both increasing by over 1%. The total trading volume in the Shanghai and Shenzhen markets reached 2.16 trillion yuan, an increase of 159.7 billion yuan compared to the previous trading day [1] - The computing power industry chain experienced a collective surge, with significant gains in computing power leasing concepts. Major companies like Dazhi Technology and Capital Online saw their stocks hit the daily limit [1] - The Ministry of Industry and Information Technology announced plans to develop national computing power interconnection nodes, aiming to enhance the efficiency and service level of public computing resources and promote high-quality development in the computing power sector [1] Group 2 - The CPO concept saw rapid gains, with leading company Tianfu Communication's stock rising by 11.61% to a historical high of 322 yuan per share, bringing its market capitalization to 250.33 billion yuan [2] - The computing power chip concept also rose in the afternoon, with companies like Chipone Technology experiencing over a 10% increase in stock price [2] - The electric grid equipment sector showed strong performance, with companies like Siyuan Electric and Sifang Co. reaching new highs, while other companies in the sector also saw significant stock price increases [2]

Market Overview - The A-share market saw all three major indices rise, with the Shanghai Composite Index up 0.05%, the Shenzhen Component Index up 0.86%, and the ChiNext Index up 1.32% [1] - The total market turnover reached 2.16 trillion yuan, an increase of 159.7 billion yuan compared to the previous trading day, with nearly 3,300 stocks declining [1] Sector Performance - The computing power leasing concept stocks performed strongly, with major players like Dazhi Technology achieving a four-day consecutive rise, and companies such as Capital Online and Yuke Technology hitting the daily limit [2][6] - The liquid cooling concept stocks also saw significant gains, with Shunling Environment rising over 17% and Fangsheng Co. increasing over 14% [4][6] - The CPO concept was active, with Tianfu Communication rising over 14% and several other stocks in the sector also performing well [7] Notable Stocks - Yuke Technology (688158) rose to 45.05 yuan, up 20.01% [5] - Shunling Environment (301018) reached 88.94 yuan, up 17.43% [5] - Fangsheng Co. (300249) increased to 31.40 yuan, up 14.85% [5] - Dazhi Technology (600589) saw a rise of 10% [7] Weak Sectors - The film and media sector experienced a downturn, with stocks like Hengdian Film and Bona Film hitting the daily limit down, and others like Huayi Brothers and Happiness Blue Sea also declining significantly [10][11] - The retail and food and beverage sectors showed poor performance, with companies like Hai Xin Food hitting the daily limit down [14] Future Outlook - The market is expected to enter a phase of consolidation as the pace of growth in technology and non-ferrous sectors slows down, with trading activity likely to decrease as the Spring Festival approaches [14] - There is an anticipation of a "holiday effect" as the market approaches the holiday season, with potential for stronger performance post-holiday [14]