据智通财经APP了解，飞速创新的业务主要来自海外，于2022年、2023年及2024年，公司的海外销售收 入分别占各年度总收入的99.3%、99.1%及99.3%，且来自美国的收入比例超过46%，接近半数。 今年以来，港股打新赚钱效应明显，吸引投资者对新股的关注热度持续上涨。据港交所披露，近日飞速 创新向港交所主板递交上市申请，中金公司、中信建投国际、招商证券国际为其联席保荐人。 飞速创新是一家企业级网络解决方案供应商，此前公司曾于2023年欲上市深市主板，但进入问询阶段后 不久，公司撤回相关申请文件，IPO宣告终止。如今二度赴港上市，飞速创新基本面是否有新的看点? 收入增长背后，负债高企或存隐忧 招股书显示，飞速创新是一家提供企业级网络解决方案的企业，公司致力于通过丰富的企业级网络解决 方案，助力全球企业实现快速数字化转型。公司的产品和服务包括高性能网络设备、可扩展网络设备操 作系统及云网络管理平台，通过线上DTC业务模式，提供可扩展、可负担的全面、一站式网络解决方 案。 报告期内，公司业绩呈现持续增长趋势，但2024年盈利有所下滑。于2022年度、2023年度及2024年度， 飞速创新实现收入分别约为19 ...

5月30日，昨日大涨后，今日TMT方向整体回调，AI算力、光模块、光通信、消费电子等概念领跌。相 关ETF中，截至11点09分，聚焦AI算力+果链的5G通信ETF（515050）跌1.93%，持仓股东山精密、德赛 西威、广和通等领跌；光模块含量高的创业板人工智能ETF华夏（159381）跌2.05%。 （文章来源：每日经济新闻） 消息面上，据报道，美国国际贸易法院阻止了美国总统特朗普在4月2日宣布的关税政策生效，并裁定特 朗普越权征收关税。前期关税扰动打压市场情绪，受此消息刺激市场呈回暖态势。此外，英伟达发布 2026财年第一季度报告，营收超出市场预期。国盛证券近期研报认为，当前光模块估值与基本面双修 复，正值布局良机，继续看好算力板块，坚定推荐算力产业链相关企业。 资料显示，5G通信ETF（515050）跟踪中证5G通信主题指数，是全市场规模最大的5G通信主题ETF， 深度聚焦5G、AI算力、英伟达产业链，覆盖了多个AI算力、6G、消费电子、PCB、通信设备、服务 器、光模块、物联网等细分行业的龙头个股。创业板人工智能ETF华夏（159381）跟踪创业板人工智能 指数，选取创业板上市的AI主业公司，实现AI ...

Group 1 - The report emphasizes a strategy of maintaining confidence in policies while lowering slope expectations, recommending a "4+1" investment approach focusing on domestic consumption, technology growth, cost improvement, and structural opportunities abroad, along with a stable dividend base [3][22][20] - The report identifies key sectors for investment in June, including transportation, non-bank financials, coal, environmental protection, construction decoration, beauty care, food and beverage, media, electric equipment, and social services based on an industry rotation model [4][25] Group 2 - In the media sector, Shanghai Film (601595.SH) is highlighted as a leading company benefiting from the recovery of the film market, with AI technology enhancing cost efficiency and expanding IP monetization opportunities [5][27] - In the communication sector, New Yi Sheng (300502.SZ) is recognized as a global leader in optical modules, with ongoing partnerships with major internet and communication equipment companies, driven by increasing demand for high-speed optical modules [6][30] - In the electric new energy sector, Daikin Heavy Industries (002487.SZ) is noted for being the only supplier in the Asia-Pacific region capable of delivering offshore products to Europe, with a robust order book and potential for profit growth as European offshore wind projects accelerate [7][32] - In the utilities sector, China Nuclear Power (601985.SH) is positioned as a domestic duopoly with significant cost advantages in nuclear power generation, promising future profits and dividends [8][34] - In the pharmaceutical sector, Sanofi Pharmaceutical (1530.HK) is recognized for its diverse product portfolio and strong commercialization capabilities, with promising new drug pipelines [9][36] - In the chemical sector, Zhenhua Co. (603067.SH) is highlighted as a leading global player in the chromium salt industry, expected to benefit from strong downstream demand [10][39] - In the automotive sector, XPeng Motors (9868.HK) is noted for its strong product lineup and potential for profitability as it expands its AI capabilities [11][42] - In the consumer discretionary sector, Ninebot (689009.SH) is projected to maintain high double-digit revenue growth in Q2, driven by strong sales of electric scooters and lawnmowers [12][44] - In the non-bank financial sector, Jiangsu Jinzhong (600901.SH) is expected to benefit from lower funding costs due to monetary easing, with projected earnings growth of 13% in 2025 [13][47] - In the computer sector, Zhuoyi Information (688258.SH) is recognized for its innovative AI programming products and potential benefits from high computing demand [14][50]

Group 1 - The core viewpoint of the news highlights the active performance of the optical module CPO concept, with the Guozheng Communication Index rising by 1.61% and several component stocks, including Wanma Technology, increasing by over 16% [1] - The communication ETF (159695) tracking the Guozheng Communication Index also saw a rise of 1.58% with a turnover rate of 3.86% [1] - Nvidia's Q1 fiscal report for 2026 showed a 69% year-on-year revenue growth to $44.1 billion, exceeding market expectations, while net profit was $18.775 billion, slightly below expectations [1] Group 2 - Zhongyuan Securities anticipates a steady upward trend in the market in the short term, suggesting a focus on policy guidance while considering performance certainty and valuation recovery potential [2] - The report emphasizes the need to closely monitor policy, funding, and external market changes, with short-term investment opportunities identified in general equipment, communication equipment, and environmental protection sectors [2]

Group 1 - A-shares showed mixed performance with major indices declining, while sectors like gold jewelry, dairy, nuclear power, and optical communication were active [1] - The AI application sector is still in its early stages, with potential for growth driven by increasing application scenarios and token consumption, supported by advancements in domestic AI chip capabilities [1] - The domestic CPU market is expected to see new growth opportunities due to the implementation of domestic innovation policies in government and industry sectors [1] Group 2 - The cloud computing 50 ETF has a high AI computing content, covering sectors such as optical modules, data storage, and liquid cooling, with a significant portion of DeepSeek concept stocks [2] - The management and custody fees for the cloud computing 50 ETF are among the lowest in the market at a combined rate of 0.2% [2]

Group 1 - The A-share market saw a rise in sectors related to optical modules, optical communications, and the Nvidia supply chain, with the 5G Communication ETF (515050) increasing by 1.10% as of 9:39 AM [1] - Nvidia, a leader in AI chips, is set to release its financial report for the first quarter of fiscal year 2026 on May 29, 2025, which is expected to provide insights into the AI industry's momentum [1] - Nvidia's revenue for fiscal year 2025 reached $130.497 billion, a year-on-year increase of 114%, while net profit was $72.880 billion, up 145%, indicating its strong position in the AI chip market [1] Group 2 - Guosheng Securities noted that AI applications are currently in a breakthrough phase, with rising demand driven by multi-modal and agent technologies, leading to high industry prosperity [2] - The temporary reduction in holding ratios is seen as a risk-averse measure, but the long-term outlook remains positive as the AI narrative continues to support industry development [2] - The optical module industry is expected to eventually return to a favorable state, and investors should pay attention to opportunities during market corrections [2]

消息面，英伟达将于5月28日美股盘后发布2026财年第一季度业绩报告。作为全球市值最大的公司之 一，英伟达的股价对基准股指有重要影响，市场一致预期，第一季度营收为432亿美元，同比增长 65%；每股收益0.814美元，同比增长36%。（提及个股仅为说明观点，不构成投资建议） 注：指数/基金短期涨跌幅及历史表现仅供分析参考，不预示未来表现。市场观点随市场环境变化而变 动，不构成任何投资建议或承诺。文中提及指数仅供参考，不构成任何投资建议，也不构成对基金业绩 的预测和保证。如需购买相关基金产品，请选择与风险等级相匹配的产品。基金有风险，投资需谨慎。 通信ETF（515880）跟踪的是通信设备指数（931160），该指数成分股主要涵盖通信设备制造及相关服 务领域的A股上市公司，包括光模块、通信终端、光纤光缆等细分领域。指数集中反映了通信技术产业 的核心企业表现，具有显著的行业技术特征和升级导向。 没有股票账户的投资者可关注国泰中证全指通信设备ETF联接A（007817），国泰中证全指通信设备 ETF联接C（007818）。 华西证券指出，算力需求在过去两年受益于算力芯片催生一波跳跃式需求增长，而短期供应紧缺、大厂 ...

Group 1 - The core viewpoint of the news highlights the significant growth in the optical module industry driven by the global demand for AI computing power, with NewEase's impressive financial performance in 2024 [1] - NewEase announced a profit distribution plan, proposing a stock split of 4 shares for every 10 shares and a cash dividend of 4.5 yuan per share, totaling 319 million yuan in cash dividends [1] - For the fiscal year 2024, NewEase reported a net profit of 2.838 billion yuan, a year-on-year increase of 312.26%, and revenue of 8.647 billion yuan, up 179.15% [1] Group 2 - The Shanghai Securities outlook indicates that AI infrastructure demand in the Middle East is expected to drive a new wave of demand for optical modules, with second-tier manufacturers likely to benefit from this trend [2] - The partnership between Saudi Arabia's Humain and Nvidia to establish an AI factory is significant, with Nvidia supplying over 18,000 advanced GB300 Blackwell AI chips, which represents 12% of Nvidia's global shipment in Q1 2025 [2] - The demand for AI infrastructure in Middle Eastern countries is anticipated to catalyze a rise in demand to 1.6T by 2026, leading to improved performance for second-tier optical module manufacturers [2]

武汉钧恒在国内市场的客户分布主要为互联网客户、设备制造商客 户。在与这些客户的合作中，我们观察到了不同的发展趋势和潜力。 今年我们在互联网客户方面取得了显著进展。随着数据中心、云计算 以及 AI 技术的快速发展，对于高速率光模块的需求持续增长，这为我 们提供了宝贵的市场机遇。我们成功地与多家知名互联网企业达成了合 作协议，推动了 400G 乃至 800G 产品的批量出货。 在设备制造商客户领域，我们也不断取得新的突破。通过加强技术创 新和服务支持，我们不仅巩固了现有合作关系，还吸引了更多新客户的 关注。特别是在 5G 通信基础设施建设和工业互联网快速发展的背景下， 我们看到了更多的合作可能性和发展空间。 展望未来，我们将继续深化与各类客户的合作，优化产品结构，提升 服务质量，以满足不同客户的个性化需求。同时，借助于国内市场的良 好发展态势，我们预期能够进一步扩大市场份额，实现业务规模和盈利 水平的双重提升。 证券代码：001267 证券简称：汇绿生态 汇绿生态科技集团股份有限公司 投资者关系活动记录表 编号：2025-009 投资者关系 活动类别 ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻 ...

5月23日，A股主要指数早盘震荡上升后午后快速下探。截至14：15，创业板人工智能ETF华夏(159381)跌1.6%，持仓股兆龙互联、创意信息 （300366）、网宿科技（300017）等领跌。Wind数据显示，该ETF盘中获得资金申购。 资料显示，创业板人工智能ETF华夏(159381)跟踪创业板人工智能指数，选取创业板上市的AI主业公司，实现AI产业硬件+软件+应用龙头全覆 盖。目前年管理费率为0.15%，托管费率为0.05%，场内综合费率在可比基金中最低。行业分布上在光模块、光芯片、IT服务等概念上的暴露度较 高，前十大成分股股包含新易盛（300502）、中际旭创（300308）、天孚通信（300394）三大光模块龙头，北京君正（300223）、全志科技 （300458）两大芯片设计公司，以及软通动力（301236）、光环新网（300383）、网宿科技、深信服（300454）等IDC、云计算、数据中心行业 龙头公司。 国泰海通证券认为，面向未来，仍然保持乐观，中国A/H指数有望进一步缓步推高：1)遍历冲击后，投资人对经济形势的认识已然充分，共识性 因素对估值收缩的影响是递减的，变化在于决策层关于"锚定 ...