今天上午，算力龙头股表现引人关注。 一是成交额大、股价涨势显著。中际旭创、胜宏科技、新易盛、工业富联上午均大涨，成交额居A股前四位。 二是股价高度不断抬升。继前两天源杰科技、摩尔线程股价突破600元后，今天上午，中际旭创收盘价也突破600元。此外，寒武纪上午上涨1.36%，股价 再度超越贵州茅台，位居A股第一。 目前，A股共有5只个股股价超600元，为寒武纪、贵州茅台、源杰科技、摩尔线程、中际旭创。 | 代码 | 名称 | 涨幅 现价� 总金额 总市值 | | --- | --- | --- | | 688256 寒武纪-U | | +1.36% 1437.11 92.54亿 6060亿 | | 600519 | 贵州茅台 | -1.00% 1404.01 35.60亿 1.76万亿 | | 688498 | 源杰科技 | +0.49% 671.30 15.97亿 577.0亿 | | 688795 C摩尔-U | | +2.82% 611.00 34.58亿 2872亿 | | 300308 | 中际旭创 | +6.94% 609.58 155.5亿 6773亿 | 中际旭创成为上午市场"最靓的仔"：该股上 ...

今天上午，算力龙头股表现引人关注。 一是成交额大、股价涨势显著。中际旭创、胜宏科技、新易盛、工业富联上午均大涨，成交额居A股前四位。 今天上午，算力产业链继续上涨，光模块、铜缆高速连接、液冷服务器等板块上涨。德科立、陕西华达、致尚科技等个股大涨。 | | | 3716.46 2.07% | 共封装光学 (CPO) ► ｜ こ | | | --- | --- | --- | --- | --- | | 成分股 | 基金 | 资金 | 板块分析 | 新闻 | | 5展开分析 | | 最新 | 涨幅 → | 流通市值 | | 德科立 融 688205 | | 165.02 | 20.00% | 261亿 | | 首板涨停 最终涨停 10:31 | | | | | | 陕西华达 融 301517 | | 61.39 | 17.36% | 60.3亿 | | 最终涨停09:43 | | | | | | 奕东电子 | 47.80 | 10.88% | 78.9亿 | | --- | --- | --- | --- | | 融 301123 | | | | | 生益电子 | 107.17 | 10.22% | 891亿 | ...

Core Viewpoint - The article highlights a significant rise in A-shares, with over 3,500 stocks increasing in value, driven by four main sectors: computing power industry chain, electric power infrastructure industry chain, commercial aerospace, and non-ferrous metals. Notably, the stock of Moore Threads surged by 416.79%, reaching a market capitalization of 277.6 billion yuan, making it the only stock with a half-day trading volume exceeding 10 billion yuan, totaling 12.59 billion yuan [2][4]. Group 1: Computing Power Industry Chain - The computing power industry chain saw notable gains, particularly in sectors like optical modules and copper cables, with stocks such as Zhishang Technology and Dongtian Micro experiencing significant increases [6]. - Key stocks in this sector included Zhishang Technology, which reached a 20% increase, and Changguang Huaxin, also hitting a 20% increase, with respective market capitalizations of 6.65 billion yuan and 22.7 billion yuan [7]. - Marvell's acquisition of Celestial AI for $3.25 billion, including $1 billion in cash and $2.25 billion in stock, highlights the growing importance of photonic technology in addressing data transmission bottlenecks in data centers [8][9]. Group 2: Commercial Aerospace - The commercial aerospace sector experienced a strong rally, with stocks like Hongxiang Co., Changguang Huaxin, and Chaojie Co. hitting the daily limit of 20% [12]. - The successful launch of the Zhuque-3 rocket and the upcoming 2025 Satellite Internet Industry Ecosystem Conference in Shanghai indicate a growing focus on commercial aerospace advancements [14][15]. - The number of commercial aerospace companies in China has surpassed 600, with significant projects expected to commence during the 14th Five-Year Plan period, including manned lunar missions and satellite internet construction [15].

今天上午，算力产业链上涨，光模块、铜缆高速连接等板块涨幅居前，致尚科技、东田微等个股大涨。 国盛证券表示，谷歌与英伟达共同勾勒出AI产业发展的核心飞轮：模型升级催生算力需求，算力增长为模型创新提供基础。技术创新、算力基建与产业应 用正形成良性循环，算力产业链维持高景气度。 日前，ASIC芯片制造商Marvell宣布，将以32.5亿美元的价格收购半导体初创公司Celestial AI。根据协议，此次交易含10亿美元现金及价值22.5亿美元的 Marvell普通股。除此之外，在Celestial AI达到特定营收里程碑后，Marvell还将支付价值22.5亿美元的额外款项，使交易总额最高可达到55亿美元。 资料显示，Celestial AI专注于光子互联硬件的研发，其核心产品"光子织物"旨在使用光信号替代传统电信号来提高数据传输速率，降低延迟与能耗。随着AI 模型对计算能力的需求不断上升，光子技术有望解决数据中心的传输瓶颈问题。 此外，北美巨头资本开支全面上调。据统计，Meta2025年三季报将本财年资本支出的预测从660亿—720亿美元上调至700亿—720亿美元；谷歌将全年资本 开支指引由此前的850亿美元上 ...

今天上午，A股逾3500只个股上涨，有四条主线、一只个股引人关注。 四条主线分别是算力产业链、电力基建产业链、商业航天、有色金属。 一只个股是摩尔线程，上午收盘上涨416.79%，最新市值为2776亿元，成为今天上午唯一一只半日成交额超百亿元的个股，达到125.92亿元，居A股第 截至上午收盘，上证指数上涨0.08%，深证成指上涨0.39%，创业板指上涨0.47%。 算力产业链上涨 今天上午，算力产业链上涨，光模块、铜缆高速连接等板块涨幅居前，致尚科技、东田微等个股大涨。 | | 共封装光学 (CPO)、 3466.01 2.40% | | | € Q | | --- | --- | --- | --- | --- | | 成分股 | 基金 资金 | | 板块分析 | 新闻 | | ●展开分析 | | 最新 | 涨幅 ◆ | 流通市值 | | 致尚科技 融 301486 苗板涨值 是收涨值10:01 | | 91.85 | 20.00% | 66.51Z | 一。 | 长光华芯 | 128.82 | 20.00% | 227亿 | | --- | --- | --- | --- | | 融 688048 | ...