去年叱咤 A 股的液冷概念大牛股淳中科技，如今成了股民的"渡劫现场"。 今天股价更是走出开盘拉升、盘中反复震荡，最终报收154.94元/股，全天跌幅4.17%；盘中换手率升接 近10%，相较前一日的冷清，资金交易热度骤升，多空博弈彻底拉满！ 就在1月28日，淳中科技在竞价阶段直接封死跌停，161.68元/股的价格下，10%的跌幅让抛售压力拉 满。更扎心的是股民想卖都卖不掉，当日换手率仅0.54%，跌停板上12万手卖单排起长队，成交额却仅 8588万。 股价暴涨300%成A股大牛，转眼连续跌停卖不出？淳中科技这剧本比过山车还刺激！ 尽管淳中科技多次发布风险提示，明确表示不生产液冷服务器，仅参与了相关测试环节，但市场根本听 不进去。2025年淳中科技的股价从 55.28元飙至223.5元，涨幅超300%，妥妥的翻倍神话。 可神话终究敌不过业绩暴击，2025年淳中科技预计实现净利润2.65 亿至2.9亿，但其中大部分来自对沐 曦股份的投资收益；扣除该部分后，公司净利润预计亏损2900万至3600万。 业绩一出股价立马变脸，淳中科技股价连吃2个跌停。 淳中科技的股价表现，也让股民们的态度出现了两极分化：有人认为连续跌 ...

1月26日晚间，淳中科技（SH603516，股价199.6元，市值406亿元）披露2025年业绩预告，公司预计期 内营收同比下降25.25%至29.29%，但预计归母净利润超2亿元，同比增长208.86%至238.00%。 作为人工智能"独角兽"，沐曦股份目前市值仍然高达2285亿元，最高股价曾达到895元/股。值得注意的 是，沐曦股份上市时间是2025年12月17日。 一名熟悉上市公司财务规则的业内人士向《每日经济新闻》记者表示，按照公允价值计量也意味着按照 标的股价并表。其中的风险点在于，如果2026年一季度沐曦股份股价下跌，淳中科技对应的净利润就会 减少。主升浪期间被雪球大V推荐 淳中科技解释了主营业务利润下降的原因。 淳中科技业绩大幅增长并非依托主营业务，而是源于对沐曦股份的投资浮盈，公司预计扣非归母净利润 为-3600万元至-2900万元。 值得注意的是，这家因AI（人工智能）、液冷布局获得资本市场关注的公司，曾是已被永久封禁的大 V"轮回666"重点推荐的标的。"轮回666"封号前还曾预测了公司2025年净利润。靠投资沐曦股份盈利 1月26日晚间，淳中科技披露2025年业绩预告。公司预计2025年 ...

Core Insights - The entertainment industry is undergoing unprecedented transformation driven by digital technologies such as AI, 5G, and cloud computing, leading to immersive experiences, personalized content delivery, and global dissemination [1] - 37 Interactive Entertainment, a global entertainment giant based in Guangzhou, is leveraging a "culture + technology" dual-driven strategy to lead the digital transformation in the industry [1] - The company aims to promote Chinese culture globally through digital means, creating culturally impactful products since its establishment in 2009 [1] Group 1 - The new global headquarters of 37 Interactive Entertainment is a hub of creativity and efficiency, requiring high-quality network support for thousands of simultaneous operations [2] - The company has partnered with Huawei to implement a high-bandwidth, low-latency network solution, enhancing the digital transformation process [2][4] - The integration of AI technology into the AirEngine series Wi-Fi 7 AP has resulted in a high-quality, automated smart campus network, significantly improving operational efficiency [4] Group 2 - 37 Interactive Entertainment has established a global digital link to overcome cultural barriers, enabling cultural IP products to be enjoyed globally with low latency and high quality [4] - The company has developed an "AI three-step" strategy to create a digital matrix covering research and operational processes, enhancing efficiency in product testing and advertising [4] - The proprietary industry model "Xiao Qi" supports complex office functions, achieving a 90% coverage rate in customer service and translation scenarios [5]