13日早盘，资金拥抱AI牛市，光模块等AI硬件端持续逼空，光模块含量超41%的创业板人工智能继续上 涨创新高。截至发稿，新易盛大涨超14%再创上市新高，中际旭创、天孚通信猛涨超5%，光库科技斩 获两个20CM涨停，首都在线、长芯博创、太辰光、联特科技、铜牛信息等多股跟涨超3%。 从行情复盘来看，本轮AI行情以光模块为代表的上游算力硬件显著领涨，聚焦AI算力的创业板人工智 能近期频繁突破，年内以来累计上涨近35%，明显跑赢中证人工智能、CS人工智、科创AI等同类AI指 数。 热门ETF方面，同标的指数规模最大、流动性突出的创业板人工智能ETF（159363）场内涨幅持续扩大 超5%，大幅领跑同类AI主题ETF，实时成交额快速放量超3亿元。 中金指出，算力进入"二次抢筹"阶段，继续看好海外算力链投资。大模型行业领军者正通过技术迭代及 客户黏性，使得追赶者不得不进行"算力抢筹"来避免被时代淘汰。北美模型更新迭代+推理应用落地已 在当下模型代际上实现初步闭环，算力在后GPT-5时代依然为"硬通货"，继续看好海外算力产业链。 （文章来源：每日经济新闻） ...

Group 1 - AI data center construction is accelerating, driving innovation in optical communication and chip industries, with a focus on optical modules, chips, and satellite communication technologies, presenting growth opportunities for leading companies [1] - Over 60% of institutional investors plan to increase holdings in AI-related stocks, particularly in chip manufacturers and cloud computing giants, with 45% of respondents expecting AI computing power demand to double in the next three years [1] - The big data ETF (159739.SZ) rose by 2.02%, and its related index for cloud computing (930851.CSI) increased by 2.09%, with significant gains in major constituent stocks such as NewEase (up 10.74%) and Zhongji Xuchuang (up 6.25%) [1] Group 2 - The communication industry is expected to experience growth opportunities due to system collaboration optimization trends, as highlighted by Galaxy Securities [2] - Bank of China International emphasizes that the Ascend 384 super node achieves domestic computing power industry chain linkage through high-speed interconnection technology, driving structural growth in supporting sectors like liquid cooling and PCB boards [2] - Major telecom operators like China Telecom and China Mobile are increasing investments in computing power infrastructure, significantly enhancing domestic production rates and cloud business revenues, confirming the evolution of cloud computing infrastructure into core productivity [2]

CPO概念股走强，光库科技20%涨停，新易盛涨超11%，中际旭创、剑桥科技涨超6%。 ...

责任编辑：杨赐 MACD金叉信号形成，这些股涨势不错！ ...

Core Viewpoint - The company Guangku Technology is strengthening its position in the optical communication sector through an asset restructuring plan, which includes acquiring 100% of Suzhou Anjie Xun Optoelectronics Technology Co., Ltd. [1][4] Group 1: Acquisition Details - Guangku Technology plans to acquire Anjie Xun through a combination of issuing shares, convertible bonds, and cash payments, while also raising supporting funds from no more than 35 specific investors [3] - The acquisition aims to enhance Guangku Technology's product and technology layout, increase operational scale, and strengthen its competitive advantage in the industry [1][4] Group 2: Market Response - Following the announcement of the restructuring plan, Guangku Technology's stock price hit the daily limit, closing at 66.08 yuan per share, reflecting a 19.99% increase [2][5] Group 3: Financial Performance - Guangku Technology expects a net profit of 48.56 million to 54.63 million yuan for the first half of 2025, representing a year-on-year growth of 60% to 80% [1][6] - Anjie Xun has shown significant revenue growth, with projected revenues of 1.56 billion yuan, 5.09 billion yuan, and 1.27 billion yuan from 2023 to the first quarter of 2025, and a turnaround to profitability in 2024 with a 227.3% increase in revenue [7] Group 4: Strategic Importance - The acquisition is positioned as a strategic move to capitalize on the rapid growth in the optical communication industry driven by advancements in AI and increasing global computing power demand [1][6] - Anjie Xun's established production bases and long-term partnerships with leading clients in the industry will enhance Guangku Technology's market presence and operational capabilities [5][6]

Core Viewpoint - The company is transitioning from a single cable manufacturer to a diversified integrated solution provider across multiple industries, including automotive wiring harnesses, optical communication, power engineering, superconductors, and big data services, with significant revenue contributions expected from these sectors in 2024 [1] Group 1: Company Developments - The company is the first private listed company in the domestic optical cable industry and has expanded its business scope significantly [1] - In 2024, the revenue contributions from automotive wiring harnesses, optical communication, and power engineering are projected to be approximately 29.3%, 27.1%, and 25.3% respectively [1] - The company is set to establish a domestic IDM laser chip factory through its subsidiary, expected to produce around 15 million photonic integrated chips annually after completion [3] Group 2: Industry Trends - The global optical module market is projected to grow at a CAGR of approximately 22% from 2024 to 2029, driven by major international tech companies increasing their capital expenditures [2] - The domestic superconducting market is expected to reach 13.92 billion by 2026, with significant applications in controlled nuclear fusion [2] - The second-generation superconducting materials REBCO show promising industrialization prospects due to their high irreversibility field and current density in liquid hydrogen and ammonia temperature ranges [2] Group 3: Future Projections - The company anticipates net profits attributable to shareholders of 360 million, 141 million, and 210 million for the years 2025, 2026, and 2027 respectively, with corresponding EPS of 0.25, 0.10, and 0.14 yuan [3] - The company plans to expand its superconducting strip production capacity to 20,000 km within the next 2-3 years, with an initial capacity of approximately 2,000 km expected by mid-2025 [3]

每经编辑｜吴永久 周二盘中，伦敦金属交易所的铜、铝、锌、镍、锡、铅全线上涨，这刺激了国内相关期货合约上涨。 由每日经济新闻和中粮期货联合举办"经·粮杯—全国期货模拟争霸赛"在周一开始比赛，今天比赛是第二天，多位选手踊跃报名参赛。第一期热身赛从8月11 日至8月29日。大赛为模拟比赛，参赛模拟资金100万元，零成本练手，正收益获奖，周赛月赛现金奖励，优秀选手还有获奖证书！ 在比赛中，有选手做多有色金属期货，取得了盈利。一些选手在研究美元降息周期下的相关机会。还有一些选手做多股指期货。 "经·粮杯—全国期货模拟争霸赛"的参赛福利多多，产业智囊中粮期货投研团队提供期货交易教学和期市行情速报与解读，加入比赛选手群可与参赛高手即 时交流。无论你是投资小白，还是想从股票投资升级为期股双栖的老手，这都是一次绝佳的入门机会。 在每日经济新闻App举办的掘金大赛第69期比赛中，目前比赛正在火热进行中，多位选手报名入场。大赛为模拟炒股，模拟资金50万元。第69期比赛的报名 时间为8月9日到8月15日，比赛时间为8月11日到8月15日。正收益就获奖，报名就拿福利！周周发奖金，月月有大奖。 在比赛中，有参赛选手表示，现在好一些股票是 ...

作为国民经济的"稳定器""压舱石"，央企控股上市公司长期以来发挥着引领者、破局者的作用。其中， 科技型央企更是在维护国家重大事项安全、推动经济纵深发展等方面扮演着重要的角色。 近日，"我是股东——走进央企控股上市公司专项投关活动"在上海证券交易所中部基地（武汉）举行。 来自长飞光纤、烽火通信、华强科技等3家科技型上市公司的高管，围绕"价值与投资——书写强国建设 新答卷"主题，与投资者分享了企业科技创新及发展战略的新进展、新规划。 新一轮国企改革强调，要发挥好国企特别是央企的引领作用，在科技自立自强上展现新作为。与会高管 一致认为，企业作为创新主体，在强国建设中要有"主人翁"精神，以产学研结合、机制优化等激发企业 科技创新活力，持续为强国建设助力。 推进科技自立自强成果丰硕 本次活动得到了中国证券投资基金业协会的大力支持，中基协组织不少基金公司代表与上市公司进行了 互动交流。专业的机构投资者积极参与上市公司治理，也为助力上市公司高质量发展增添了新动力。 作为科技创新的"排头兵"，央企持续加大研发投入，攻克并掌握了众多核心技术，为关键产业领域的强 链补链延链注入强劲动力。 "经过35年的发展，以长飞光纤为代表的一 ...

每日经济新闻 （责任编辑：董萍萍 ） 【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 8月12日早盘，A股三大指数高开高走。盘面上，光模块CPO、医疗器械、煤炭开采、GPU等概念 板块盘中大幅活跃。近期热度较高的云计算50ETF（516630）涨超0.5%，持仓股中，神州泰岳、曙光数 创、新易盛、中际旭创等领涨。 中信证券指出，2025Q2，科技巨头整体经营状况均显著好于市场此前偏谨慎的预期，云业务增速 上行势头亦更加显著，同时随着AI应用渗透率提升，算力需求大于供给的趋势延续，叠加美国税收改 革法案"大而美"法案带来的自由现金流增量，共同推动2025年整体资本性支出（CAPEX）指引上修， 对于2026年CAPEX的展望也更加积极，该机构估算2025/2026年全球AI CAPEX规模同比增速分别为 +64%/50%。 北美云厂商资本开支持续扩张，显示AI算力需求强劲，国产算力产业链有望深度受益于海外映 ...

12日早盘，光模块等AI硬件继续领涨，创业板人工智能逆市活跃。截至发稿，光库科技复牌后20CM一字涨停，协创数据涨超5%，新易盛、 天孚通信、奥飞数据、中际旭创等逆市飘红。热门ETF方面，同标的指数规模最大、流动性突出的创业板人工智能ETF（159363）逆市涨逾 1%冲击前高，实时成交额超7700万元。 中信证券表示，2025年下半年AI主线创新继续，带动产业链上下游落地提速，景气创新方向频出，驱动行业加速成长，建议继续重点布局"AI 主线"，看好AI应用及算力板块机遇。兴业证券指出，从滚动收益差、成交占比、拥挤度等指标来看，AI板块尚未来到过热区间，AI行情有望 向更多AI+领域扩散。 把握算力+应用核心机会，建议重点关注全市场首只的创业板人工智能ETF华宝（159363）及场外联接（A类023407、C类023408），标的指 数约七成仓位布局算力，三成仓位布局AI应用，高效地捕捉AI主题行情，并且重点布局光模块龙头"易中天"，兼顾IDC算力租赁、云计算等热 门赛道。 数据来源：沪深交易所等。注："全市场首只"是指首只跟踪创业板人工智能指数的ETF。截至2025.8.7，创业板人工智能ETF华宝最新规模 ...