家人们，我是帮主郑重！今天早盘市场给了个小惊喜——创业板指半日涨1.22%，近4000只个股飘红，这行情看着挺热闹。但别急着喊牛市，咱们得扒开数 据看门道。 先看盘面，三大指数全线收红，沪指涨0.43%，深成指涨0.91%，创业板指领涨1.22%。北向资金半天净流入超50亿，外资这波抄底动作挺快。不过成交量缩 到7425亿，比昨天少了200多亿，说明市场还是有点犹豫，资金在等方向确认。 科技线：AI硬件反弹，铜缆链接成新宠 早盘AI硬件概念集体反弹，华脉科技、润建股份涨停，光模块、服务器这些老面孔又支棱起来了。这和咱们之前聊的算力产业链逻辑不谋而合——国产替 代加速，华为昇腾生态的兄弟们（比如拓维信息）订单接到手软。铜缆高速链接突然异动，估计是英伟达Blackwell芯片量产的消息刺激的，国产替代逻辑 下，得润电子这些做连接器的公司成了资金新宠。 另一边，大消费板块突然发力，香飘飘、峨眉山A涨停，金陵体育这种体育消费股也冲上涨停。这波反弹有点意外，但细想也在情理之中——五六月是传统 消费旺季，叠加618临近，资金提前布局。不过要提醒一句，消费复苏持续性要看政策落地情况，别被短期情绪带偏。摘帽板块异动倒是正常， ...

5月8日，A股三大指数低开后集体拉升翻红，沪指录得三连涨，深证成指、创业板指录得四连涨。截至 收盘，上证指数报3352.00点，涨0.28%；深证成指报10197.66点，涨0.93%；创业板指报2029.45点，涨 1.65%。全市场当天成交额为13218亿元，较上个交易日缩量1833亿元。 信达证券表示，跨境电商行业增长良好。海关总署数据显示，2024年我国跨境电商进出口总额为2.63万 亿元，同比增长10.8%，反映跨境电商需求具有较高景气度。跨境电商头部卖家抓住机遇，在2024年普 遍实现营收规模持续增长。海外消费市场线上渠道渗透率提升会是未来国货出海重要机遇，跨境电商头 部卖家发力品牌战略，立足供应链核心优势，有望持续提升市场份额。 投资主线上，光大证券认为，中长期看，三类板块具备结构性机会：一是跨境电商服务商，涉及通关申 报、跨境支付、数字营销等环节的企业；二是跨境物流，拥有海外仓资源或专线物流能力的公司；三是 高增长品类供应商，家电、户外用品、宠物产品等产业链上游制造商。 机构：科技或是短期行业配置主线 盘面上，全市场超3800只个股上涨。航天军工板块延续强势，中航成飞、润贝航科、银河电子、航天 ...

收评：创业板指低开高走涨1.65% 军工股持续爆发 智通财经5月8日电，市场全天低开高走，创业板指领涨。沪深两市全天成交额1.29万亿，较上个交易日缩量1749亿。盘面上，市场热点快速轮动，个股涨多 跌少，全市场超3800只个股上涨。从板块来看，军工股持续爆发，中航成飞等20余股涨停。AI硬件股展开反弹，沃尔核材涨停。ST板块表现活跃，ST瑞和 等近40股涨停。下跌方面，PEEK材料概念股展开调整，新瀚新材跌超10%。板块方面，军工、铜缆高速连接、脑机接口、CPO等板块涨幅居前，PEEK材 料、农业、化肥、黄金等板块跌幅居前。截至收盘，沪指涨0.28%，深成指涨0.93%，创业板指涨1.65%。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | -3351.99 | -10197.66 | -2029.45 | | +9.33 +0.28% | +93.53 +0.93% | +32.94 +1.659 | | FREE WARRESS OF | FILE I | 700 | 昨涨停今表现 1.06% 高开率 48% 获利率 48% 封板率 74.00% 封板 66 触 ...

午评：创业板指半日涨1.74% 军工、鸿蒙概念股集体走强 智通财经5月8日电，市场早盘低开高走，创业板指领涨。沪深两市半日成交额8096亿，较上个交易日缩 量1562亿。盘面上热点快速轮动，个股涨多跌少，全市场超3800只个股上涨。从板块来看，军工股持续 活跃，成飞集成等涨停。AI硬件股展开反弹，沃尔核材涨停。鸿蒙概念股表现活跃，网达软件等涨 停。下跌方面，PEEK材料概念股展开调整，新瀚新材跌超10%。板块方面，军工、脑机接口、铜缆高 速连接、鸿蒙等板块涨幅居前，PEEK材料、农业、化肥、港口等板块跌幅居前。截至收盘，沪指涨 0.38%，深成指涨1.03%，创业板指涨1.74%。 ...

Core Viewpoint - Tom Cat's 2024 annual report indicates a decline in main business revenue due to various factors, including the impact of new entertainment forms and a competitive market environment [1][2]. Group 1: Financial Performance - In 2024, Tom Cat achieved an operating income of 1.143 billion yuan, but reported a net loss attributable to shareholders due to asset impairment, with a net profit of approximately 78.07 million yuan after excluding impairment effects [1]. - The report highlights a year-on-year decline in key performance indicators, influenced by limited contributions from new games and AI hardware products, as well as changes in customer advertising bidding mechanisms [1]. Group 2: R&D and Product Development - To address macroeconomic and competitive challenges, Tom Cat has increased its R&D investment, with the proportion of R&D expenditure to revenue rising from 12.25% in 2021 to 23.50% in 2024 [1]. - The company is actively developing a diverse range of premium games, with upcoming products like "Jin Jie Cat Enlightenment Garden," "Tom Cat Town," and "Tom Cat Mobilization 2" expected to launch in 2025, which are anticipated to contribute to incremental performance [1]. Group 3: AI Innovation - Tom Cat is expanding its AI innovation business, launching the "Chatting Tom Cat" AI product matrix, including the first AI emotional companion robot, which was introduced in late December 2024 [2]. - The AI robot features emotional perception, multimodal interaction, and long-term memory modules, providing personalized conversations based on user preferences, and received a 97% approval rating after its launch on Douyin [2]. - The introduction of the AI emotional companion robot is expected to open new growth avenues for the company, with plans to expand its AI hardware matrix based on the product's software and hardware advantages [2].

将投中网设为"星标⭐"，第一时间收获最新推送 速览投资风口，掌握资本律动。 作者丨 长风 来源丨东四十条资本 大家好，我是长风。今天给大家带来上周资本市场的专业投研信息。 上周焦点回顾： 硬科技赛道，汽车智能化部件受追捧。 上周，国内 EMB 企业华申瑞利宣布于2025年初完成近亿元 人民币A轮融资。本轮融资由合创资本、君科丹木以及老股东顺为资本联合领投，老股东小米战投、 蓝湖资本和辰韬资本跟投。此外，国内车载SerDes芯片企业仁芯科技成功斩获A轮融资，此次融资 吸引陕汽集团、长江汽车电子、移为通信、杭州临空产业基金、杭金投基金、浙江大华投资等产业资 本积极入局。 大健康赛道，心脏医疗成热门。 上周，上海合源医疗®完成超亿元的新一轮融资。本轮融资由龙磐 投资和道彤投资联合领投，楹联健康基金和天瑞丰年跟投，现有股东礼来亚洲基金持续加持。人工心 脏领域企业核心医疗已完成超1亿美元D轮融资。本轮融资由正心谷资本、社保基金中关村自主创新 专项基金（君联资本担任管理人）、阿美风险投资旗下Prosperity7 Ventures(P7)、基石资本及知 名产业投资方联合领投，德联资本及联新资本跟投。 硬科技 华申瑞利完成 ...

Investment Rating - The report maintains a "Buy" rating for the communication industry, indicating an expectation of growth exceeding the benchmark index by more than 5% in the next 3-6 months [43]. Core Insights - The domestic leading IDC companies are successfully advancing REITs/ABS, which is expected to accelerate industry expansion through enhanced financing channels [19][22]. - The upcoming GTC 2025 event is anticipated to catalyze the AI hardware supply chain, with significant product launches from NVIDIA [26][32]. Summary by Sections Market Review - The communication sector (Shenwan) increased by 0.60% this week, underperforming the CSI 300 index, which rose by 1.59% [11][12]. - Year-to-date, the communication sector has risen by 6.31%, outperforming the CSI 300 index by 4.49% [11][12]. IDC Companies and REITs/ABS - The REITs initiative allows IDC companies to separate ownership from operational rights, facilitating a shift towards a lighter asset operation model [19][21]. - The successful application for REITs by Runze Technology and the issuance of ABS by Guokong Data mark significant milestones in the digital infrastructure sector [22]. GTC 2025 Event - GTC 2025 will take place from March 17-21, 2025, in San Jose, featuring key announcements from NVIDIA, including the launch of the GB300 and B300 series chips [26][28]. - The event is expected to showcase advancements in AI infrastructure, particularly with the introduction of the NVL288 rack configuration [31][32]. Investment Recommendations - Key recommendations include China Mobile, China Telecom, and China Unicom for operators; and for optical modules, companies like Tianfu Communication, Zhongji Xuchuang, and Xinyi Technology are highlighted [34]. - In the IDC sector, Runze Technology is a primary recommendation, with additional attention on Guokong Data and Aofei Data [34].