智通财经6月18日电，市场早盘震荡调整，三大指数小幅下跌。沪深两市半日成交额7430亿，较上个交 易日缩量285亿。盘面上热点较为杂乱，个股跌多涨少，全市场超4100只个股下跌。从板块来看，军工 股集体走强，北方长龙20CM涨停。算力硬件股展开反弹，中京电子涨停。银行股逆势活跃，农业银行 等多股再创历史新高。下跌方面，稀土永磁概念股震荡走低，中科磁业跌超10%。板块方面，军工、 PCB、白酒、油气等板块涨幅居前，美容护理、稀土永磁、CRO、农药等板块跌幅居前。截至收盘，沪 指跌0.2%，深成指跌0.15%，创业板指跌0.36%。 午评：三大指数小幅调整 全市场超4100只个股下跌 ...

算力硬件股再度走强，生益电子涨超10%创历史新高，联特科技（301205）涨超10%，科翔股份 （300903）、生益科技（600183）、沪电股份（002463）涨超5%，深南电路（002916）、源杰科技、 剑桥科技（603083）等跟涨。 这几只票暗盘资金正在偷偷流入，立即查看>> ...

暗盘资金一眼洞悉庄家意图>> 算力硬件股再度走强，太辰光（300570）涨超10%，胜宏科技（300476）涨逾7%续创历史新高，博创 科技（300548）、瑞可达、新易盛（300502）、中际旭创（300308）、天孚通信（300394）等涨幅靠 前。 ...

算力硬件股集体走强 天孚通信涨超10% 智通财经6月12日电，早盘算力硬件股集体走强，光模块、PCB方向领涨，天孚通信涨超10%，中际旭 创、德科立、腾景科技、光迅科技、沪电股份等涨幅靠前。消息面上，英伟达首席执行官黄仁勋预计未 来两年欧洲的人工智能算力将增长十倍，有超过20个所谓的AI工厂在推进中。 ...

Group 1 - The A-share market showed a collective rise on June 5, with the Shanghai Composite Index up 0.23% to 3,384.10 points, the Shenzhen Component Index up 0.50% to 10,203.50 points, and the ChiNext Index up 1.17% to 2,048.62 points, indicating a structural market where capital is actively competing [1] - The technology sector, particularly the computing power hardware, emerged as a core driver of the market, with stocks like Qingyun Technology hitting the daily limit and others like Shengyi Electronics and Dekeli seeing gains over 15% [2] - The military and industrial sectors experienced a surge, driven by the restructuring concept of the "Zhongbing System," with multiple stocks hitting the daily limit, highlighting these sectors as key areas for short-term capital allocation [2] Group 2 - Policy incentives are a primary catalyst for market momentum, with the Ministry of Industry and Information Technology releasing the "Computing Power Interconnection Action Plan" on May 30, aiming to accelerate the integration of public computing resources [4] - Continuous breakthroughs in the industry are boosting market confidence, exemplified by Nvidia's Q1 earnings report, which reaffirmed the high demand for computing power, and significant advancements in domestic technology, such as Huawei's training of a large-scale model [4] - The focus of capital allocation is shifting towards technology, with margin financing exceeding 1.8 trillion yuan, indicating strong investor interest in tech stocks, while new funds are being launched to inject additional capital into the market [5]

Group 1 - The recent surge in technology stocks is primarily driven by favorable developments in the computing power sector, including the release of the "Computing Power Interconnection Action Plan" by the Ministry of Industry and Information Technology on May 30 [2] - The Shanghai Stock Exchange's Sci-Tech Innovation Board Composite Index (000680) rose by 0.94% as of June 5, 2025, with significant gains in the computing hardware sector, including a 19.66% increase in Shengyi Technology and a 17.41% increase in Dekoli [1] - The Huaxia Sci-Tech Innovation Index ETF (589000) has shown a 2.51% increase over the past week and a 1.06% increase on June 5, 2025, indicating strong investor interest [1] Group 2 - Global trends show Nvidia's Q1 financial results released on May 28 indicate sustained high growth, validating the ongoing demand for AI computing power [2] - Domestic developments include the restructuring of Haiguang and Shuguang, which is expected to enhance competition among domestic computing power leaders and concentrate market share among top companies [2] - Huawei's introduction of the Pangu Ultra MoE model, featuring 718 billion parameters, demonstrates significant advancements in domestic AI infrastructure and boosts confidence in the industry's development [2] Group 3 - As of May 30, 2025, the top ten weighted stocks in the Sci-Tech Innovation Board Composite Index account for 22.3% of the index, with companies like Haiguang Information and Cambricon leading the list [3] - The Huaxia Sci-Tech Innovation Index ETF closely tracks the performance of the Sci-Tech Innovation Board Composite Index, reflecting the overall performance of eligible listed companies [2][3]

算力硬件股持续走强 生益电子触及20CM涨停 智通财经6月5日电，算力硬件股午后持续走强，CPO、PCB等方向领涨，生益电子触及20CM涨停，胜 宏科技、鼎泰高科、瑞可达、仕佳光子、德科立、博创科技涨超10%，华脉科技、海得控制、方正科 技、广合科技等多股涨停。 ...

Market Overview - The market experienced a slight rebound in early trading, with the three major indices showing minor increases [1] - The total trading volume in the Shanghai and Shenzhen markets reached 714.2 billion, a decrease of 12.8 billion compared to the previous trading day [1] - Overall, the market saw more declines than gains, with over 3,000 stocks falling [1] Sector Performance - Football concept stocks continued to surge, with Jinling Sports achieving a 20% limit-up for three consecutive trading days [1] - Computing hardware stocks strengthened again, with Shenghong Technology reaching a historical high [1] - Virtual power plant concept stocks were active, with Zhongdian Xindong hitting the daily limit [1] - In contrast, large consumer stocks collectively adjusted, with Mankalon dropping over 10% [1] Index Performance - By the end of trading, the Shanghai Composite Index rose by 0.08%, the Shenzhen Component Index increased by 0.16%, and the ChiNext Index gained 0.32% [1]

智通财经6月5日电，算力硬件股再度走强，胜宏科技涨超6%再创历史新高，生益电子涨超10%，广合 科技涨停，太辰光、中际旭创、仕佳光子、景旺电子、新易盛等跟涨。 算力硬件股再度走强 胜宏科技涨超6%再创历史新高 ...

我们再来看看板块的情况：1、CPO等算力硬件股全线走强。从消息面看，隔夜英伟达股价大涨，超越 微软再次成为全球市值最高的上市公司，引动A股算力股涨势。另外，近期Yole发布2025年数据中心共 封装光学市场预测报告，英伟达的硅光子共封装光学技术正推动AI数据中心变革，预计CPO市场规模将 从2024年的4600万美元飙升至2030年的81亿美元，年复合增长率高达137%。 2、大消费概念股反复活跃。新渠道的变革为满足消费趋势的新品类提供机会，叠加旺季餐饮的催化， 二季度在基数不高的基础上迎来较快增长。 3、固态电池同样走强。固态电池的应用场景覆盖当前主流领域与未来前沿场景，全球产业链正展开密 集布局，加速产业化进程。固态电池有望在2027年前启动装车验证，2030年实现量产化应用，出货量有 望超65GWh。 今天，A股市场延续反弹，三大指数全线收涨，大消费方向再度走强，食品、饮料等细分领涨，CPO等 AI算力硬件方向同样表现亮眼，此外固态电池、稀土等方向盘中活跃。全天成交额11530亿，较上个交 易日放量116亿，个股涨多跌少，全市场近4000只个股上涨。收盘，沪指涨0.42%，深指涨0.87%，创指 涨1. ...