上海奇算光启信息技术有限公司成立于2024年10月，法定代表人为钟翰森，经营范围包括人工智能行业应用系统集成服务、人工智能硬件销售等 上海奇算光启信息技术有限公司成立于2024年10月，法定代表人为钟翰森，经营范围包括人工智能行业应用系统集成服务、人工智能硬件销售、半导体器 件专用设备销售等。股东信息显示，该公司现由钟翰森、上海燧灵企业管理合伙企业（有限合伙）及上述新增股东等共同持股。公开资料显示，该公司聚 焦于光计算芯片领域，致力于突破传统电子芯片算力瓶颈，为人工智能、高性能计算和大数据提供颠覆性硬件解决方案。 | | | 都在用的商业直向工具 | 所共和 是北面 房公租 首风险 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 国家中小企业发展了基金旗下机构 | 上海奇赢光启信息技术有限公司 | 8 天服-下 | 器 应用 · 商务合作 企业级产品、 ★ 开通会员, ▲ 费米、 | | | 基本信息 35 | | 法律诉讼 | 经营风险 | 经营信息 21: | 公司发展 20 知识产权 历史信息 13 3 | | | 变更记录 16 0 ...

上海奇算光启信息技术有限公司成立于2024年10月，法定代表人为钟翰森，经营范围包括人工智能行业 应用系统集成服务、人工智能硬件销售、半导体器件专用设备销售等。股东信息显示，该公司现由钟翰 森、上海燧灵企业管理合伙企业(有限合伙)及上述新增股东等共同持股。公开资料显示，该公司聚焦于 光计算芯片领域，致力于突破传统电子芯片算力瓶颈，为人工智能、高性能计算和大数据提供颠覆性硬 件解决方案。 天眼查工商信息显示，近日，上海奇算光启信息技术有限公司发生工商变更，新增百度旗下三亚百川致 新私募股权投资基金合伙企业(有限合伙)、上海张江燧玥创业投资合伙企业(有限合伙)、无锡高瓴祯泰 股权投资合伙企业(有限合伙)等为股东，同时，注册资本由约84.4万人民币增至约99.5万人民币，同时 部分主要人员发生变更。 ...

>>>>> ETF早知道 >>>>> ETF早知道 ETFEF知道 WP bao <<<< >>>>> 2025 目早知道 Dec OR ETFOFRE « « « « » « 市场温度计 >>>>> 中长期信号 · 投资看温度 ETFOHD -- 75% --- 75% 75% -- + 25% + 25% -- > 25% ETF 早死漫 2.23% 0.69% 1.47% <<<< ← ↑ ← 上证指数 深证成指 创业板指 注:温度计水银条由对应指数的近十年市盈率分位数表示,总值为100%。数据来源:iFind,截至 2025.12.22,上证指数、深证成指、创业板指的近十年市盈率分位数分别为91.73%、80.79%、 38.46% ETFOFF e 0 2 6 板块热力图 ETFERSE <<<< 短期轮动走向·观九宫热力值 +4.28% +2.62% +2.63% 通信 电子 t = = FFF 9 +2.38% +1.37% -0.45% 有色金属 商贸零售 美容护理 -0.45% -0.61% -0.52% 轻工制造 银行 传媒 数据来源:iFind,截至2025.12.22,以申万一级行业区 ...

Group 1 - Hainan Free Trade Port officially implemented full island closure operations on December 18, marking a new stage of regional openness [1] - The tax-free product catalog ratio in Hainan has increased from 21% to 74%, covering approximately 6,600 items, which is expected to reduce import tax burdens by about 20% for related enterprises [2] - The duty-free sales in Sanya have exceeded 100 million yuan for three consecutive days since the closure, leading to a surge in the Hainan sector with around 20 stocks hitting the daily limit [2] Group 2 - New Yi Sheng's stock price reached a historical high of 466.66 yuan, achieving a tenfold increase from its lowest price of 46.56 yuan in April, with a market capitalization surpassing 460 billion yuan [3] - The optical communication industry is expected to see significant growth, with the global optical module market projected to exceed $37 billion by 2029, and demand for 800G optical modules expected to double by 2025 [5] - The stock market in China is experiencing a strong rebound, with Goldman Sachs predicting continued growth, estimating a 14% increase in corporate earnings next year and a potential 38% rise in the stock market by the end of 2027 [6][7] Group 3 - The demand for AI-driven optical fibers is expected to increase significantly, with prices for AI optical fibers being 5-10 times higher than traditional fibers [11] - The market is currently characterized by a focus on high-quality stocks, with a preference for growth logic as companies prepare for annual report forecasts in January [13]

另一方面，奢侈品股走低，大摩料其增长放缓降目标价至51港元，权重股普拉达跌4.67%，上周五走强 的生物医药股集体弱势。此外，三只新股上市均破发：明基医院暴跌超49%，印象大红袍暴跌超35%， 华芢生物大跌超29%。(格隆汇) 港股三大指数集体收涨，市场情绪表现平稳，大市或呈现持续反弹行情。恒生科技指数早盘一度涨超 1.3%，最终收涨0.87%，恒生指数、国企指数均上涨0.43%。 盘面上，大型科技股普遍上涨但波动相对较小，其中，快手、京东、阿里巴巴、腾讯涨幅在1%以内； 上海交通大学科研团队在新一代光计算芯片领域取得的重大突破，相关概念股走强，半导体芯片股、光 通讯板块上涨明显，龙头中芯国际盘中涨超8%，汇聚科技更是创下历史新高！近日海南自由贸易港全 岛封关运作正式启动，免税概念股持续活跃，免税龙头中国中免大涨近16%领跑；金银价格刷新历史高 价，黄金白银股全天活跃，铜等有色金属股跟涨。 ...

新易盛大涨创新高，中际旭创盘中涨超8%逼近历史新高。 消息面上，上海交通大学科研人员近日在新一代光计算芯片领域取得突破，首次实现了支持大规模语义媒体生成模型的全 光计算芯片。 2．海南自贸概念 神农种业、康芝药业20cm涨停，洲际油气、海南瑞泽、海南机场等二十余股涨停。 消息面上，12月18日，海南自由贸易港全岛封关运作正式启动。据三亚市商务局统计，封关首日，三亚全市免税销售额达 1.18亿元。其中，三亚国际免税城进店客流超3.6万人次，同比增长逾60%；销售额同比增长85%。 12月22日消息，市场高开高走，沪指涨0.69%收复3900点关口，创业板指涨超2%。沪深两市成交额1.86万亿，较上一个交 易日放量1360亿。板块方面，海南自贸区板块集体爆发，领涨两市，神农种业、海南华铁（维权）、海马汽车等逾20股涨停； 算力硬件股震荡走强，长芯博创涨超10%，通宇通讯涨停；机器人概念午后快速拉升，亨通光电、卧龙电驱等多股涨停；下跌 方面，银行板块下挫，渝农商行跌幅居前；AI医疗概念震荡回落，华人健康大跌。总体来看，两市个股涨多跌少，上涨个股近 3000只。 截至收盘，沪指报3917.36点，涨0.69%；深证成 ...

反观港股就平淡多了，恒生指数只微涨0.11%，恒生科技指数涨0.62%，交投清淡根本没跟上A股的节 奏，跨境资金的偏好差异太明显了！ 最关键的是，资金已经用脚投票，抱团了两个核心方向，这才是你接下来要重点关注的！ 第一个方向：科技成长赛道，通信+电子双爆发！ 今天A股的盘面太有看头了！不是普涨普跌的混沌行情，而是明牌的结构性机会，资金抱团的方向直接 给你指明白了！ 先给大家划重点信号：深强沪弱格局拉满，两市成交额直接放量1360亿，全天成交18619亿元！量能是 价的先行指标，这波放量上涨，说明资金进场的意愿明显提升，结构性行情还在升温！ 具体看指数：上证指数还算平稳，围绕平盘线震荡后小涨0.69%，报3917.36点，成交额7897.56亿元； 但深市那边彻底爆发，深证成指涨1.47%收13332.73点，成交额突破万亿大关；创业板指更是大涨 2.23%，收3191.98点，科创50指数也涨了2.04%，科技成长股彻底成了资金的香饽饽！ 当然风险也不能忽视，网信办和证监会在整治资本市场的不实信息，短期可能会影响市场情绪；而且成 交量虽然放大了，但还没突破前期高点，内资还比较犹豫，市场想持续走强还需要更多资金 ...

Core Insights - The A-share market showed strong performance today, driven by structural opportunities, particularly in the Hainan sector, which significantly boosted market sentiment [1] - The total trading volume reached 18,619 billion yuan, an increase of 1,360 billion yuan from the previous day, indicating active market participation [1] Market Performance - The Shanghai Composite Index rose by 0.69% to close at 3,917.36 points, while the Shenzhen Component Index increased by 1.47% to 13,332.73 points, with a trading volume exceeding 10,000 billion yuan [1] - The ChiNext Index surged by 2.23% to 3,191.98 points, and the STAR 50 Index gained 2.04% to close at 1,335.25 points, reflecting a strong performance in technology stocks [1] Key Sectors - The Hainan Free Trade Port concept saw a significant surge, with the Hainan Provincial State-owned Assets Index soaring by 10.01% and the Hainan Free Trade Port Index rising by 9.28%, with trading volumes of 65.63 billion yuan and 281.63 billion yuan respectively [2] - The technology growth sector, particularly in telecommunications and electronics, also performed well, with the telecommunications sector rising by 4.28% and the electronics sector by 2.62%, supported by policy initiatives and technological advancements [2] Technological Advancements - The optical communication index increased by 5.34%, with a trading volume of 1,164.39 billion yuan, driven by government support for new infrastructure and breakthroughs in technology, such as new optical computing chips and improved GPU architectures [2][3] - The semiconductor equipment index rose by 5.35%, with a trading volume of 205.14 billion yuan, reflecting a recovery in the global chip supply chain and accelerated domestic substitution processes [3] Investment Recommendations - Investors are advised to avoid chasing short-term hot sectors, particularly those that have surged significantly, such as Hainan stocks, and to look for opportunities after potential corrections [5] - Focus on sectors with strong underlying logic, particularly technology growth stocks that have clear policy and technological support [5] - Maintain a diversified investment approach and manage positions according to individual risk tolerance to avoid emotional decision-making [5]

12月22日，市场三大指数放量上涨，截至收盘，沪指涨0.69%，一举收复3900点，深成指涨1.47%，创 指涨2.23%。两市成交约1.9万亿，较上个交易日放量超1300亿，两市上涨个股超2900只。 市场多点开花，从上涨的驱动逻辑看，今日三大主线爆发：一是受益政策利好催化，海南自贸区板块、 汽车产业链走强。二是科技股全线反弹，海外AI叙事逻辑的悲观情绪近期好转。三是有色金属板块爆 发，现货黄金、现货白银等均创历史新高。 总结市场观点，主要有以下几大因素推动市场上涨： 一是，外部不确定因素落地。机构指出，此前压制市场的"超级央行周"、日本央行加息等海外关键事件 已陆续落地，对全球资金风险偏好的干扰减弱，外部环境趋于平稳。 二是，海外科技股悲观情绪缓和，国内科技产业利好密集。近期，随着存储龙头美光科技财报超预期、 甲骨文与博通股价企稳反弹，以及市场对英伟达等AI核心公司的估值讨论趋于积极，海外AI产业的悲 观叙事有所缓解，为A股科技板块的反弹创造了有利的外部氛围。此外，新一代光计算芯片领域的突破 也提供了情绪催化。 三是，资金面变化上，年末已有增量资金借道宽基ETF加仓A股。多家机构观察到，近期股票型ETF出 ...

Group 1 - Alibaba's DingTalk has initiated a secret project called "D Plan," potentially entering the AI hardware sector [1] - Moore Threads announced a new GPU architecture "Huagang" at its first MUSA developer conference, featuring a 50% increase in computing density compared to the previous generation, supporting full precision calculations from FP4 to FP64, and capable of scaling to over 100,000 nodes in intelligent computing clusters [1] - Shanghai Jiao Tong University's research team has achieved a breakthrough in all-optical computing chips, enabling large-scale semantic media generation models [1] Group 2 - Guojin Securities remains optimistic about AI-PCB and core computing hardware, as well as the Apple supply chain and self-controlled beneficiary industries, predicting explosive growth in ASIC numbers from major companies like Google, Amazon, Meta, OpenAI, and Microsoft between 2026 and 2027 [2] - The demand for AI copper-clad laminates is strong, with leading manufacturers in mainland China expected to benefit due to slow overseas expansion [2] - The ChiNext 50 Index (399673) reflects the performance of 50 stocks with high liquidity and market capitalization in the ChiNext market, with the top ten weighted stocks accounting for 71.14% of the index [2]