大牛股再度涨停。 | 代码 | 名称 | | 涨幅% | 现价 | 派程失 | 采价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 688048 | 长光华芯 | | K 20.00 | 128.82 | 21.47 | 128.82 | | 204543 | | 301002 | 超捷股份 | R | 20.00 | 69.61 | 11.60 | 69.61 | | 196863 | | 688031 | 星环科技-U K | | 15.89 | 72.26 | 9.91 | 72.04 | 72.27 | 92075 | | 920665 科强股份 | | R | 12.47 | 14.34 | 1.59 | 14.31 | 14.34 | 63577 | | 688102 斯瑞新材 | | | K 10.44 | 24.96 | 2.36 | 24.95 | 24.96 | 428215 | | 600973 宝胜股份 | | R | 10.09 | 5.89 | 0.54 | 5.89 | | 737410 ...

Market Overview - On December 5, A-shares experienced a slight upward trend, with the Shanghai Composite Index rising by 0.08% to 3878.99 points, the Shenzhen Component Index increasing by 0.39%, and the ChiNext Index up by 0.47% [2] - The total trading volume in the Shanghai and Shenzhen markets reached 999.6 billion yuan [2] Sector Performance - The banking, real estate, and pharmaceutical sectors showed weakness, while the commercial aerospace concept became active again, with stocks like Chaojie Co. hitting a 20% limit up [2][8] - The CPO concept saw significant gains, with stocks such as Changguang Huaxin reaching a historical high with a 20% increase, and other related stocks like Dongtianwei and Juguang Technology rising over 10% [4][6] - The ultra-high voltage concept also surged, with stocks like Hongxiang Co. and Tefa Information hitting the limit up [2][8] Notable Stocks - Mole Thread, which recently listed on the STAR Market, saw its stock price surge over 500% at one point, closing with a 416.79% increase at 590.59 yuan per share [12] - HeFu China achieved another limit up, marking 15 limit up days in the last 26 trading days, with a closing price of 26.53 yuan per share and a total market capitalization of 10.56 billion yuan [14] Commercial Aerospace Developments - The successful launch of the Zhuque-3 rocket on December 3 marked a significant milestone for China's commercial aerospace industry, being the first reusable launch vehicle to achieve orbit in the country [10] - This development is expected to alleviate core bottlenecks in the commercial aerospace sector and accelerate satellite constellation construction, leading to a potential explosion in applications [10] AI Computing Infrastructure - The transition to "super node" architecture in AI computing is seen as essential for China's advancement in computing capabilities, with significant opportunities for companies involved in high-speed connection modules, switching interconnects, and optical modules [6]

Market Overview - On December 5, A-shares experienced slight fluctuations, with the Shanghai Composite Index closing up 0.08% at 3878.99 points, while the Shenzhen Component Index rose 0.39% and the ChiNext Index increased by 0.47% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 999.6 billion [1] CPO Concept Surge - The CPO concept saw significant gains, with Changguang Huaxin hitting a 20% limit up, reaching a historical high, and Dongtianwei rising over 12% [2][3] - Other companies in the CPO sector, such as Juguang Technology and Taicheng Light, also saw increases exceeding 10% [2] Commercial Aerospace Activity - The commercial aerospace sector became active again, with Chaojie Co. achieving a 20% limit up, and companies like Xinghuan Technology and Tianjian Technology also experiencing notable gains [4][5] - The successful launch of the Zhuque-3 rocket marked a significant milestone for China's commercial aerospace industry, providing a lower-cost option for satellite constellation networking [6] Moer Thread Performance - Moer Thread debuted on the Sci-Tech Innovation Board, surging over 500% at one point, and closing up 416.79% at 590.59 yuan per share [7][10] - The company focuses on the research, design, and sales of GPUs and related products, targeting high-performance computing fields [10] HeFu China Stock Activity - HeFu China achieved a limit up again, marking its 15th limit up in 26 trading days, with a closing price of 26.53 yuan per share and a total market capitalization of 10.56 billion [11][13] - The company's major shareholder plans to reduce its stake by up to 2%, which may impact future stock performance [13][14]

大牛股再度涨停。 12月5日早盘，A股三大股指盘中窄幅震荡上扬，临近午盘发力拉升，沪指翻红。截至午间收盘，沪指微涨0.08%报3878.99点，深证成指涨0.39%，创业板指涨 0.47%，沪深北三市合计成交9996亿元。 盘面上，市场现明显分化，银行、地产、医药等板块疲弱；商业航天概念再度活跃，超捷股份20%涨停；CPO概念拉升，长光华芯涨停创历史新高，东田微、炬光 科技、太辰光等涨超10%；特高压概念崛起，红相股份、特发信息涨停，太阳电缆斩获4连板；福建本地股再度爆发，三木集团、舒华体育、安记食品等涨停。此 外，合富中国（603122）再度涨停，在近26个交易日内斩获15个涨停板。 值得注意的是，今日登陆科创板的摩尔线程早盘一度涨超500%最高攀升至688元/股，单签最高盈利超28万元。 商业航天概念活跃 商业航天概念再度活跃，截至午间收盘，超捷股份20%涨停，星环科技涨超15%，天箭科技、航天科技等多股亦涨停。 | 代码 | 名称 | ﻬ | 涨幅% | 现价 | 涨跌 | 买价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | ...

Core Viewpoint - The article discusses the recent policy support for the computing power industry in Fujian Province, emphasizing the strategic importance of computing power in the digital economy and its role in promoting the integration of digital and real economies [4][5]. Group 1: Policy Measures - Fujian Province aims to achieve a public computing power scale of over 12 EFLOPS by the end of 2027, with plans to construct several medium-sized computing infrastructure projects [4][5]. - The measures include enhancing the efficiency of computing power network transmission and promoting the construction of the "Fuzhou-Shenzhen Short Path Optical Cable" project [8][6]. - The initiative encourages the establishment of a unified computing resource public service platform to facilitate resource allocation and sharing across the province [6][5]. Group 2: Infrastructure Development - The plan outlines the construction of high-performance data centers in key areas, including the Digital Fujian Industrial Park, to lead the demonstration of computing resource applications [5][6]. - It emphasizes the need for strict compliance with national layout requirements for data centers, focusing on energy efficiency and resource utilization [5][6]. - By 2027, the energy utilization efficiency (PUE) of newly built or renovated data centers is expected to be below 1.25, with an overall rack utilization rate of no less than 65% [4][5]. Group 3: Technological Advancements - The article highlights the importance of advancing technologies such as 400G/800G optical transmission and IPv6 segment routing to improve network transmission efficiency [8][9]. - It mentions the goal of achieving a 90% OTN coverage rate in key application areas by 2027 [8]. - The focus is also on the development of edge computing nodes, with a target of deploying at least 50 nodes and creating no less than five typical cases by 2027 [8][9]. Group 4: Market Opportunities - The computing power infrastructure market is viewed as a rapidly expanding sector, with significant growth potential as demand for computing resources continues to rise [10]. - Companies with comprehensive AI stack capabilities are expected to benefit from the increasing demand for computing power solutions, particularly in light of advancements in AI models [10]. - Investment opportunities are highlighted in the supply chain of optical interconnects, including light modules and related technologies, as the market evolves [10].

算力产业链，又迎来政策支持！ 日前，福建省数据管理局、福建省工业和信息化厅、福建省通信管理局印发《福建省有序推进算力基础设施发展若干措施》 （以下简称"若干措施"）。其中提到，到2027年底，全省公共算力规模达到12EFLOPS以上，谋划建设一批中型算力基础设 施项目，合理扩大算力建设规模。 若干措施还提到，提升算力网络传输效率，推进"福州—深圳短路径光缆"项目建设。升级扩容"福淡""厦金"海底光缆，依托 区域性国际关口局探索算力出海专网服务。 若干措施提出，到2027年底，全省公共算力规模达到12EFLOPS以上，并根据全省公共算力应用需求、资源利用率等情况， 谋划建设一批中型算力基础设施项目，合理扩大算力建设规模，推动智算中心提升国产化率。新建及改扩建数据中心电能利 用效率（PUE）降至1.25以内，数据中心整体上架率不低于65%，打造不少于20个算力应用案例，稳步提升数据中心绿色能 源使用比例。 在上述消息的刺激下，12月2日盘中，福建板块多只跟算力相关的股票大幅异动。其中，太阳电缆从拉升动作开始至涨停 板，用时仅2分钟。鸿博股份盘中也一度触板，恒锋信息一度大涨超16%。 加快构建"一核两区多点"的全省 ...

今天，豆包手机助手发布技术预览版，标志着字节跳动正式切入端侧AI赛道，试图通过渗透操作系统 底层以重塑人机交互方式。 此外，从上述核心功能及技术特点来看，豆包手机助手对于消费者而言非常实用，且具有"科幻感"。 我们回到市场。 豆包手机助手并不是独立的手机产品，而是豆包与手机厂商在操作系统层面合作的AI助手。 目前以技术预览版形式，首发搭载于与中兴合作的工程样机nubia M153上，售价3499元，主要面向开发 者与科技爱好者少量发售。 豆包明确表示没有自研手机计划，正与多家厂商推进合作，即以"生态合作"形式将豆包手机助手整合进 不同品牌机型中。 从相关新闻及豆包官方的消息来看，豆包手机助手的核心功能及技术特点有四个方面。 一是直接嵌入操作系统底层，支持通过专属物理按键、语音等方式全局唤醒，并能以悬浮窗形式交互， 不中断当前应用。 二是突破应用孤岛，可自动执行跨平台任务链。比如，根据指令同时打开美团、京东、淘宝进行比价， 选择最低价下单并通过微信发送订单截图；或整理小红书攻略生成出行方案。 三是融合视觉理解与语音交互，能"读懂"屏幕内容。比如，在相册中通过语音指令修图，或在微信聊天 界面根据上下文生成回复建议 ...

截至2025年12月1日 13:40，中证人工智能主题指数(930713)强势上涨2.05%，成分股北京君正(300223)上 涨14.95%，乐鑫科技(688018)上涨6.98%，润泽科技(300442)上涨5.93%，中际旭创(300308)，晶晨股份 (688099)等个股跟涨。AI人工智能ETF(512930)上涨2.00%，最新价报2.09元。（二级市场涨幅，不代表 基金实际收益。） 消息面上，12月1日，字节跳动豆包团队发布豆包手机助手技术预览版。据介绍，豆包手机助手，是在 豆包APP的基础上，和手机厂商在操作系统层面合作的AI助手软件。在手机助手的落地路径上，豆包明 确表示没有自研手机计划，正与多家手机厂商洽谈，以"生态合作"形式将豆包手机助手整合进不同品牌 机型中，相关进展将在后续公布。现阶段，开发者和科技爱好者可以在豆包与中兴合作的工程样机 nubia M153 上，体验豆包手机助手的技术预览版本。 中信证券研报指出，伴随AI大模型向万亿参数、多模态及智能体加速演进，传统架构面临通信与能耗 瓶颈，推动算力基础设施向"超节点"架构跃迁，以NVL72为代表的方案通过高带宽、低延迟的互联显著 提 ...

中信证券指出，这一架构变革深度重塑了互联组件配比逻辑，驱动交换芯片、光模块及高速线模组需求 从线性增长转变为指数级爆发。当前国内AI算力投入较海外仍有巨大提升空间，超节点架构是国产算 力建设实现后发赶超的必经之路，云厂商与设备商正加速推进开放协议的适配。建议重点关注互联密度 提升带来的价值重估机遇，推荐高速连接模组厂商、交换互联厂商、光模块厂商，以及AIDC及配套厂 商。 伴随AI大模型向万亿参数、多模态及智能体加速演进，传统架构面临通信与能耗瓶颈，推动算力基础 设施向"超节点"架构跃迁，以NVL72为代表的方案通过高带宽、低延迟的互联显著提升了训练效率与推 理吞吐量。 ...

Core Viewpoint - The evolution of AI large models towards trillion parameters, multi-modal capabilities, and intelligent agents is driving a transition in computing infrastructure towards "super-node" architecture, which significantly enhances training efficiency and inference throughput [1] Group 1: Technological Advancements - Traditional architectures are facing communication and energy consumption bottlenecks, necessitating a shift to super-node architecture [1] - NVL72 represents a solution that improves training efficiency and inference throughput through high bandwidth and low latency interconnections [1] Group 2: Market Opportunities - The demand for switching chips, optical modules, and high-speed connection modules is shifting from linear growth to exponential growth due to the architectural transformation [1] - There is significant room for improvement in domestic AI computing investments compared to overseas, making super-node architecture essential for catching up in domestic computing infrastructure [1] Group 3: Industry Recommendations - Companies are advised to focus on the value reassessment opportunities arising from increased interconnection density [1] - Recommended sectors include high-speed connection module manufacturers, switching interconnection manufacturers, optical module manufacturers, and AIDC and supporting manufacturers [1]