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A股两大猜想!今天盘中 实现了一个
今天上午,A股窄幅震荡,医药和白酒两大板块集体上涨。医药板块中,动物疫苗、中药、创新药等板块涨幅居前。白酒板块中,"茅五泸"齐涨,酒鬼 酒、皇台酒业等个股大涨。 算力产业链这两天迎来一个新的分支——OCS光交换机概念,腾景科技、德科立、光库科技、赛微电子等概念股上午大涨。光模块三只龙头股天孚通信、 中际旭创、新易盛,盘中股价集体创历史新高。 截至上午收盘,上证指数上涨0.3%,深证成指上涨0.3%,创业板指上涨0.39%。市场半日成交超1.67万亿元。 这两天,OCS光交换机概念表现火热。腾景科技、德科立昨天双双 "20CM"涨停,今天上午继续大涨,分别上涨6.99%、13.33%。光库科技、赛微电子等 个股上午也大涨。 资料显示,OCS是一种在光域内直接进行光信号交换的设备,无需进行光-电-光转换,允许在光信号层面直接进行路由和切换。OCS有多种实现技术,包 括3D MEMS、液晶、直接光束偏转DLBS、AWGR光波导等。 机构介绍,现阶段OCS最大下游客户为谷歌,2026年谷歌TPU中位数出货量预期为400万颗,谷歌TPU由4096个单芯片组成运算集群,集群需要48个128端 口OCS交换机,仅谷歌TPU ...
A股两大猜想!今天盘中,实现了一个
Market Overview - A-shares experienced narrow fluctuations with both the pharmaceutical and liquor sectors rising collectively [1] - The Shanghai Composite Index increased by 0.3%, the Shenzhen Component Index rose by 0.3%, and the ChiNext Index gained 0.39% [1] Pharmaceutical Sector - The pharmaceutical sector saw significant gains, with stocks like Shenlian Bio and Boji Medicine rising sharply [9] - A total of 534 drug generic names passed the preliminary review for the National Basic Medical Insurance and Commercial Insurance Innovative Drug Directory, marking a notable increase from the previous year [12] - The continuous optimization of the medical insurance directory adjustment mechanism is expected to stimulate innovation in the pharmaceutical industry [12] Liquor Sector - The liquor sector, particularly stocks like Moutai, Wuliangye, and Luzhou Laojiao, experienced substantial increases [1] OCS Optical Switch Concept - The OCS optical switch concept has gained traction, with stocks like Tengjing Technology and Dekeli seeing significant price increases [8] - OCS technology allows for direct optical signal exchange without conversion, with Google being the largest current customer [8] - The expected demand for OCS switches from Google alone could exceed $3 billion by 2026, with the overall market size projected to reach $4 billion [8] Key Stock Movements - Cambrian's stock price reached a peak of 1001.1 yuan before closing at 952 yuan, raising speculation about its ability to maintain a price above 1000 yuan [2] - Industrial Fulian's stock rose by 6.5%, bringing its market capitalization close to 9403.5 billion yuan, positioning it as the 14th largest in A-shares [6]