"想给大家看看我新易盛的买点，夸夸自已。"朋友小吴在微信群里颇为自豪地把今日新易盛买入的截图发了出来。 9月10日，科技股经过几天调整，似乎又迎来高光时刻，小吴敏锐地抓住时机，趁着新易盛高开低走之时，在当日的底 部区间出手买入，随后新易盛继续反弹之路。 制图：佘诗婕 "虽然不知道下午会是啥情况，但这瞬间我是开心的，觉得买得真好，运气真行。"对于买入的理由，小吴表示，现 在看不懂市场到底想要拉什么主线，洗了一波，回来还是"易中天"（新易盛、中际旭创、天孚通信）。 9月10日，经过数日调整，"易中天"纷纷高开，并迅速冲高，带动科技股来了一波反弹走势，中芯国际、剑桥科 技、沪电股份、深南电路、生益科技等一堆科技股高开走高。 这是一个有意思的现象。9月5日，也就是上个星期五，顶级游资陈小群9.2亿元、作手新一7.1亿元双双杀入胜宏科 技，当日该股上涨20%，以涨停价强势收盘。然而，令许多投资者意外的是，9月8日，该股大跌7.57%，9月9日继续大 跌5.05%，短短两天跌幅超过12%。一些网络媒体从业者纷纷计算陈小群这次的操作损失了多少钱（此前不久陈小群曾 晒图称，过去一年投资收益近10倍，引起市场轰动）。截至10日 ...

（编辑 王雪儿） 证券日报网讯 中兴通讯9月10日在互动平台回答投资者提问时表示，在专利方面，截至2025年6月30 日，公司拥有约9.4万件全球专利申请、累计全球授权专利超5万件。其中，在芯片领域，拥有约5700件 专利申请、累计授权专利超3700件；在AI领域，拥有近5500件专利申请，有近一半已获授权。公司持 续向ETSI披露5G标准必要专利，有效家族数量稳居全球前五。 ...

Group 1 - The company, Putian Technology (002544), stated on September 10 that it will disclose significant information according to relevant regulations on designated information disclosure media [1]

Group 1: Oracle's Financial Performance - Oracle reported a significant increase in "remaining performance obligations," which rose 359% year-over-year to $455 billion, exceeding market expectations [1] - The CEO of Oracle anticipates that cloud infrastructure revenue will reach $18 billion in fiscal year 2026, a nearly 77% increase from $10.3 billion in fiscal year 2025 [1] - Oracle's projected revenue for cloud infrastructure in the following four fiscal years is expected to be $32 billion, $73 billion, $114 billion, and $144 billion, respectively [1] Group 2: Market Reactions and Technology Developments - Following Oracle's announcement, its stock surged over 27%, marking the best single-day performance since the internet bubble [1] - Nvidia announced the launch of its first dedicated GPU for large-scale context processing, the Rubin CPX, which is expected to outperform its current flagship by up to 6.5 times [2] - Apple introduced several new products, including the iPhone 17 series, but the overall innovation was perceived as minimal, particularly in AI [2] Group 3: Employment and Economic Indicators - The U.S. Labor Department reported a downward revision of non-farm employment by 911,000 jobs, the largest adjustment since 2000 [2][3] - Following the employment data revision, there is significant pressure on the Federal Reserve to lower interest rates, with expectations of a 75 basis point cut by the end of the year [3] Group 4: Stock Market Overview - The A-share market saw all three major indices rise, with the Shanghai Composite Index up 0.13% and the Shenzhen Component Index up 0.38% [4] - A total of 2,442 stocks rose while 2,769 fell, indicating a mixed market sentiment [5] - The trading volume in the Shanghai and Shenzhen markets fell below 2 trillion yuan, marking a significant decrease of approximately 37% from previous levels [6] Group 5: Sector Performance and Trends - The AI hardware sector experienced a surge due to Oracle's large order, with communication equipment indices rising over 5% [6] - The gaming sector is driven by five key factors, including economic trends and technological advancements, which are expected to enhance content development [7] - The solid-state battery sector showed mixed performance, with equipment companies generally rising while upstream lithium and battery material stocks adjusted [8]

2025.09. 10 涨跌停比 5:5 A股币场三大指数集体收涨,币场内部呈现"缩量反弹和结构分化"特征。沪指盘中 3800点失而复得,表明该整数关口存在一定技术支撑,创业板指受AI产业链带动涨 幅居前。 个股涨跌互现,AI产业链全线反弹,CPO、 PCB、液冷服务器、光模块等概念集体大涨,卫 星导航、通信服务板块表现强势,传媒、文旅等 部分大消费板块表现活跃,电力设备、能源金 属、光伏设备集体下挫,黄金股因国际金价冲高 回落而调整。 2440家上涨 资金情绪 2767家 两市成交额 两市成交额继续缩量,在多个交易日后回落至2 万亿元以下,投资情绪整体仍偏谨慎。结构性分 化显著,成交额前十大个股集中在科技板块,算 力、光模块等AI硬件赛道仍是资金主战场,部分 成长股资金集中度下降。 散户资金净流入 高低切换,资金主要流向通信设备、电子元件和通信服务等TMT板块,消费电子和互联网服务也获得了一 与人工智能、算力等相关领域的积极政策预期和产业发展有关,减仓电池、光伏设备等新能源赛道。 定加仓, 散户分化布局,参与度有所下降,部分资金离场观望,部分资金追涨AI产业链,逢低吸纳黄金。 散户情绪 75.85% 52. ...

时隔多年，为什么eSIM会突然"卷土重来"？它会给行业带来什么样的影响？是否会全面取代传统SIM？ 今天这篇文章，小枣君就来做个深度解读。 一、到底什么是eSIM？ 最近这段时间，网上关于eSIM的讨论很热烈。 eSIM，全称为Embedded-SIM，嵌入式SIM卡。 SIM卡，大家都很熟悉。它的全称是Subscriber Identity Module（用户识别模块），是一个保存了我们手机号码信息的芯片。我们每个人的手机里，都有这 么一个芯片。 传统SIM卡 SIM卡有好几种尺寸规格，包括：Full-Size SIM、Mini SIM、Micro SIM、Nano SIM。如下图所示： 目前，国内绝大部分用户使用的，都是Nano SIM。 eSIM，比Nano SIM更小。它不再是卡片形式了，而是直接变成了一颗SON-8封装格式的小芯片，嵌入到手机等终端设备的电路板上。 eSIM是可编程的。通过OTA（Over-The-Air，空中写卡）技术，用户可以对eSIM进行远程配置，实现运营商配置文件的下载、安装、激活、去激活及删 除。 也就是说，用户不用去营业厅，就可以开卡、选套餐、换号码，非常方便。 eSIM ...

（原标题：烽火通信(600498.SH)：光模块业务主要聚焦相干光模块的研发、生产和销售） 格隆汇9月10日丨烽火通信(600498.SH)在投资者互动平台表示，公司光模块业务主要聚焦相干光模块的 研发、生产和销售，主要应用于长距离光传输的场景。 ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 短剧游戏 | 2.61 | 硅能源 | -1.73 | | 赛马概念 | 2.40 | 石墨电极 | -1.51 | | 足球概念 | 2.25 | 有机硅概念 | -1.27 | | 云游戏 | 2.10 | PEEK材料 | -1.25 | | AI PC | 1.95 | 钠离子电池 | -1.11 | | 网络游戏 | 1.93 | 草甘膦 | -1.11 | | 冰雪产业 | 1.88 | 芬太尼 | -1.11 | | Sora概念(文生视频) | 1.80 | 两轮车 | -1.07 | | 手机游戏 | 1.76 | 超导概念 | -1.03 | | 6G概念 | 1.73 | 氟化工概念 | -1.02 | 资金面上看，今日6G概念板块获主力资金净流入51.84亿元，其中，46股获主力资金净流入，12股主力 资金净流入超亿元，净流入资金居首的是中国联通，今日主力资金净流入15.35亿元，净流入资金居前 的还有海格通信、景旺电子、三维通信等，主力资金分别净流入7.28亿元 ...

证券之星消息，9月10日通信设备板块较上一交易日上涨3.51%，美利信领涨。当日上证指数报收于 3812.22，上涨0.13%。深证成指报收于12557.68，上涨0.38%。通信设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 301307 | 美利信 | 30.85 | 11.94% | | 27.21万 | 8.28亿 | | 002313 | 日海智能 | 12.42 | 10.01% | | 33.58万 | 4.06亿 | | 600776 | 东方通信 | 12.67 | 9.98% | | 38.93万 | 4.88亿 | | 688668 | 鼎通科技 | 113.02 | 8.36% | | 10.57万 | 11.80亿 | | 300689 | 澄天伟业 | 58.84 | 8.20% | | 7.05万 | 4.12亿 | | 300308 | 中际旭创 | 385.00 | 7.16% | | 62.01万 | 237.50亿 ...

Group 1 - The stock of Tianjin Qiyi Communication Broadcasting Co., Ltd. (七一二) increased by 5.2% to 22.06 CNY per share, with a trading volume of 313 million CNY and a turnover rate of 1.89%, resulting in a total market capitalization of 17.03 billion CNY [1] - The company, established on October 28, 2004, and listed on February 26, 2018, specializes in the research, production, and sales of military and civilian wireless communication terminal and system products [1] - The revenue composition of the company includes 54.49% from specialized wireless communication terminal products, 39.98% from system integration products, 3.31% from other sources, and 2.22% from material sales and maintenance [1] Group 2 - Yongying Technology Driven A (永赢科技驱动A) fund holds a significant position in Qiyi, having increased its holdings by 985,700 shares to a total of 3.5231 million shares, representing 5.72% of the fund's net value, making it the fourth-largest holding [2] - The fund has achieved a year-to-date return of 40.36%, ranking 1027 out of 8177 in its category, and a one-year return of 83.47%, ranking 621 out of 7982 [2] - The fund manager, Li Wenbin, has been in position for 8 years and 242 days, with the fund's total asset size at 1.451 billion CNY and a best return of 127.45% during his tenure [3]