每日经济新闻 （责任编辑：刘畅 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 从客户数量来看，根据2025年中报，国泰中证A500ETF总户数位列同类首位，是第二名的三倍多， 更多人选择中证A500ETF（159338），感兴趣的投资者或可关注中证A500ETF（159338）。 注：数据来源：基金2025年中报，持有人户数位居同类38只产品首位。提及个股仅用于行业事件分 析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参考，不代表其未来表现，亦不构成对基金 业绩的承诺或保证。观点可能随市场环境变化而调整，不构成投资建议或承诺。提及基金风险收益特征 各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品要素、风险等级及收益分配原则，选择与 自身风险承受能力匹配的产品，谨慎投资。 沪指14连阳逼近4100点，资金面看，中证A500ETF（159338）近20日净流入超136亿元。 南京证券表示，市 ...

今天，A股上涨。截至收盘，上证指数上涨0.53%，日线迎来6连阳；深证成指上涨0.88%；创业板指上涨0.77%。 来源：同花顺 算力产业链继续走强，PCB、光模块、液冷、电源设备等板块上涨。龙头股中际旭创（300308）上涨2.16%，股价再创历史新高，总市值站上 7000亿元，达7049亿元。另外，英维克（002837）、麦格米特（002851）、生益科技（600183）等细分领域龙头股股价也均创历史新高。 兴业证券表示，展望2026年，海外算力链有望进入"空中加油"新阶段。2025年北美云厂商资本开支持续高增，同时云收入实现正向反馈，AI商 业闭环逐步形成；从2026年海外算力光模块订单指引、英伟达GPU在手订单以及北美云厂商资本开支指引来看，算力基础设施投入节奏仍未放 缓，有望在过去3年高增长的基础上实现增速提升。 此外，新能源、消费电子、半导体等板块均上涨。 消息面上，2025第三届商业航天发展（000547）大会暨第四届中关村商业航天大会于12月24日在北京召开。本届大会主题为"智创航天新生态， 共启产业新征程"。此外，以"探索产业新模式赋能航天新经济"为主题的2025文昌国际航空航天论坛，12月 ...

Group 1 - The core view of the report indicates that the convertible bond market in 2025 is expected to experience a "double hit" of parity and premium rates, transitioning from "equity replacement" to "debt market supplementary income" in 2026 [1][2] - The report anticipates that the supply of convertible bonds will continue to shrink by 5.3% to 27.6% in 2026, with a notable increase in the issuance of convertible bonds from the ChiNext board, which may provide quality supply in the next two years [1][8] - Demand for convertible bonds is driven by the pursuit of elastic products, with significant growth in the scale of secondary bond funds and the potential for primary bond funds to increase their positions [1][19] Group 2 - The valuation outlook suggests that the premium rate for convertible bonds may not significantly rise, as the current 30% premium rate implies expectations of at least a 30% increase in the underlying stock [1][36] - The report highlights that the convertible bond market may see localized profit opportunities, particularly if the underlying stock market maintains a slow bull trend, with a focus on sectors such as technology and new energy [1][42] - The strategy for 2026 emphasizes the importance of focusing on industry rotation and individual bond marginal changes, recommending a concentrated position in core alpha opportunities [1][48]

Group 1: Company Announcements - Yongding Co., Ltd. announced that its subsidiary, Dingxin Optoelectronics, plans to raise capital by introducing external investors, including Wuxi Jicui and Suzhou Longju [1][2] - Lingyi Technology intends to acquire a 35% stake in Limin Da for 875 million yuan to enhance its AI hardware server business and gain control over the company [3] - Nanya New Materials plans to raise up to 900 million yuan through a private placement to fund the development of high-performance copper-clad laminates for AI computing [4][5] - ChaoSheng Electronics announced a 1.008 billion yuan investment in expanding its high-performance HDI printed circuit board production capacity [6] - Tongyu Communication's subsidiary, Zhonghong Tongyu, will introduce investors through capital increase to enhance its financial strength [7] Group 2: Market Performance - Stocks of Yongding, Lingyi Technology, Nanya New Materials, Tongyu Communication, Changfei Fiber, and ChaoSheng Electronics have seen significant price increases since April 9, with gains ranging from 65% to 328% [1] - Changfei Fiber issued a risk warning regarding its stock price volatility, noting a 20% increase in stock price over three consecutive trading days [8]

Core Viewpoint - The article highlights recent strategic moves by several companies in the computing power industry, indicating a trend of investment and expansion to enhance their capabilities and market positions in AI-related technologies [1]. Group 1: Company Announcements - Yongding Co., Ltd. announced that its subsidiary, Dingxin Optoelectronics, plans to raise capital by introducing external investors, aiming to optimize its capital structure and enhance its financial strength [2]. - Leyi Intelligent Manufacturing intends to acquire a 35% stake in Limin Da for 875 million yuan to strengthen its AI hardware server business and gain control over the company [3][4]. - Nanya New Materials plans to raise up to 900 million yuan through a private placement to fund the development of high-performance copper-clad laminates for AI computing applications [6][7]. - ChaoSheng Electronics announced a project to invest 1.008 billion yuan in expanding its high-performance HDI printed circuit board production capacity, expected to generate significant revenue and profit [9]. - Tongyu Communication's subsidiary, Zhonghong Tongyu, is set to introduce investors through a capital increase to enhance its financial strength for satellite communication product development [10]. Group 2: Market Performance - Several leading stocks in the computing power industry, including Yongding Co., Leyi Intelligent Manufacturing, Nanya New Materials, Tongyu Communication, Changfei Fiber, and ChaoSheng Electronics, have seen significant price increases since April 9, with gains ranging from 65% to 328% [1].

算力产业链，再度走强！ 今日盘中，算力产业链大幅异动，光模块（CPO）、光通信、光芯片等方向集体走强。其中，通达信CPO指数 大涨超3%，创出新高。个股方面，长飞光纤开盘后直线拉升，8分钟内就被资金封死涨停板，股价再创历史新 高。 从消息面来看，算力产业链近期仍利好频传。有研究机构表示，大模型领域技术迭代与产品创新正在不断提 速，算力需求将持续高企。 算力产业链大涨 在高位横盘震荡多日后，A股算力产业链今日（12月22日）再度爆发。截至今日收盘，长飞光纤、特发信息、 亨通光电、立昂微、环旭电子、通宇通讯等涨停，长芯博创、致尚科技涨超12%，凯格精机涨超17%，景旺电 子、东山精密、生益科技、中际旭创、新易盛、剑桥科技等纷纷跟涨。 有分析人士指出，美股AI产业链的集体走强，将对本周A股相关个股带来提振。上周五，美股光通信概念股全 线走高，Lumentum大涨超10%，Credo Technology涨超8%，Coherent涨近6%；AI龙头英伟达涨近4%，甲骨 文、AMD涨超6%，美光科技涨近7%。 从国内来看，AI产业链也是利好消息不断。企查查APP显示，近日，北京九章云极科技有限公司发生工商变 更，新增北 ...

谁能成为A股第二只破千元的科技股？ 摩尔线程12月11日盘中最高冲至941.08元。今天上午，沐曦股份上涨687.79%，盘中股价最高涨至895元，上午收盘价为824.5元，超过摩尔线程，成为A股 新的第三高价股，总市值为3298.8亿元，也超越摩尔线程，居同花顺A股热股第一名。 目前，贵州茅台、寒武纪股价均超1000元，居A股第一、第二位。沐曦股份、摩尔线程、源杰科技、中际旭创股价紧随其后，且均超过500元。 上午收盘，上证指数上涨0.17%，深证成指上涨0.83%，创业板指上涨1.21%。 算力产业链反弹 今天上午，算力产业链反弹，液冷服务器、铜缆高速连接、光模块等板块上涨。新易盛、天孚通信、英维克等龙头股大涨。 | 共封装光学 (CPO) 3587.06 1.16% | | | | | --- | --- | --- | --- | | 成分股 基金 | 资金 | 板块分析 | 新闻 | | 5 展开分析 | 最新 | 涨幅 ◆ | 流通市值 | | 华光新材 融 688379 | 54.45 | 16.52% | 49亿 | | 奕东电子 融 301123 | 50.30 | 14.37% | 83亿 ...

谁能成为A股第二只破千元的科技股？ 摩尔线程12月11日盘中最高冲至941.08元。今天上午，沐曦股份上涨687.79%，盘中股价最高涨至895元，上午收盘价为824.5元，超过摩尔线程，成为A股 新的第三高价股，总市值为3298.8亿元，也超越摩尔线程，居同花顺（300033）A股热股第一名。 | Ｎ 沐し - U | | | | | | | --- | --- | --- | --- | --- | --- | | 6888020 融 新 L1 | | | | | | | 高 824.50 | | 895.00 市值 3298.8亿 | | 量比 | | | 650.00 | ਜ਼ਿੰ | | 流通 149.56亿 | 换 | 71.04% | | 719.84 687.79% 开 | | | 700.00 市盈 " 亏损 | 额 | 92.47 亿 | | 同在顺 同花顺个股人气排名 1/4284 | | | | | | | 帮裙 | | | | | | | 分时 日K 周Ｋ 目K | | 五日 | | 更多。 | | | 均价: 717.58 最新: 824.50 719.84 687.79% | | ...

Group 1: REITs Market Analysis - The current REITs market has experienced a correction, leading to reasonable valuations, making it attractive for long-term investors to seize quality project opportunities during adjustments [1][6] - It is recommended to focus on two main lines based on Q3 performance: sectors with strong fundamentals such as data centers and affordable rental housing, and REITs expected to see quarter-on-quarter performance improvement in Q4, benefiting from events like the National Day holiday and "Double Eleven" promotions [1][6] - A significant unlocking of strategic placement shares is anticipated in November-December 2025, with a monthly unlocking scale exceeding 1 billion shares, creating structural entry opportunities despite short-term liquidity pressures on some quality targets [6][8] Group 2: Public Fund Investment Strategy - In 2025, the public fund scale and share both increased, but the structure changed, with fixed income and index equity experiencing net subscriptions, while fixed income and active equity faced net redemptions [2][11] - The outlook for 2026 suggests continued upward potential for equities, with a recommendation to maintain a balanced allocation between growth and reversal strategies, adapting flexibly to short-term opportunities [2][11] - A global multi-asset allocation approach is advised, with a focus on selecting products from various sub-strategies [11][12] Group 3: Wind Power Industry Outlook - The wind power industry maintains a high level of prosperity, with two main stock selection lines identified: strong performance in wind turbine bidding prices and the potential for significant growth in domestic and overseas wind power demand [3][17] - The average bidding price for onshore wind turbines has shown a continuous increase, with a year-on-year rise of 6.86% for onshore turbines and 9.78% for onshore turbines including towers [17][19] - Domestic offshore wind projects are progressing smoothly, with expectations for high growth in installation capacity from 2025 to 2026, and overseas offshore wind demand is also robust, indicating significant growth opportunities [18][19] Group 4: North Exchange Market Development - The North Exchange has achieved significant growth, with the number of listed companies reaching 280 and total market capitalization exceeding 900 billion yuan, indicating its role as a core platform for innovative small and medium enterprises [4][21] - The market is expected to enter a new cycle of high-quality expansion in 2026, shifting focus from scale expansion to quality improvement, with anticipated policy dividends and enhanced market functions [21][22] - Investors are encouraged to identify investment opportunities arising from policy releases and to focus on specialized and innovative enterprises with high technical barriers and R&D investments [22]

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 截至上午收盘，上证指数下跌0.13%，深证成指上涨0.09%，创业板指上涨1.07%。 算力产业链上涨 今天上午，算力产业链继续上涨，光模块、铜缆高速连接、液冷服务器等板块上涨。德科立、陕西 华达、致尚科技等个股大涨。 | 共封装光学 (CPO)。 3716.46 2.07% | | | | | --- | --- | --- | --- | | 成分股 基金 | 资金 | 板块分析 | 新闻 | | 5 展开分析 | 最新 | 涨幅 → | 流通市值 | | 德科立 融 688205 | 165.02 | 20.00% | 261亿 | | 首板涨停 最终涨停 10:31 | | | | | 陕西华达 融 301517 | 61.39 | 17.36% | 60.3 Z | | 最终涨停09:43 | | | | | 奕东电子 | 47.80 | 10.88% | 78.9 Z | | 融 301123 | | | | | 生益电子 | 107.17 | 10.22% | 891亿 | | 闘 688183 | | ...