两大板块异动！ 今日盘中，超硬材料概念股集体爆发，四方达一度大涨近20%，惠丰钻石一度涨超15%，黄河旋风一度 涨停。铜缆高速连接概念股也出现异动，鑫科材料盘中直线涨停，兆龙互连、神宇股份等纷纷跟涨。 上述两大板块，究竟有何消息刺激呢？ 铜缆高速连接概念股异动 今日盘中，铜缆高速连接概念股也大幅异动，鑫科材料盘中直线涨停，兆龙互连一度大涨超14%，神宇 股份一度涨超8%。 隔夜，美股AEC（有源铜缆）领域龙头企业Credo发布的业绩超出市场预期，该公司股价盘中一度大涨 超24%，股价再创历史新高。截至美股收盘，Credo涨幅收窄至10%，总市值报329亿美元。 财报数据显示，随着建设人工智能数据中心的运营商需求增强，Credo在2026财年第二季度（截至2025 年11月1日）的营收达到2.68亿美元，同比大增272%，环比增长20.2%，超出分析师此前预期的2.35亿美 元；GAAP净利润为8260万美元，非GAAP净利润为1.278亿美元。这是Credo历史上最强劲的季度业 绩，反映了全球人工智能训练和推理集群的持续扩建。 有分析师表示，研究结果表明，AI系统内信息传输对高速数据存储的需求日益增长。不过也 ...

Group 1: Superhard Materials Sector - The superhard materials sector experienced a significant surge, with the sector index rising over 6% during trading. Notable stocks included Sifangda, which rose by 19.84%, and Huanghe Xuanfeng, which hit the daily limit [2][3] - Superhard materials, including synthetic diamonds and cubic boron nitride, are critical for high-end manufacturing and advanced technologies in China. They are considered strategic materials essential for national technological progress and industrial security [2] - The market potential for synthetic diamonds is expected to grow significantly, with projections indicating a billion-level growth space by 2025, driven by applications in cutting-edge fields such as nuclear fusion and 6G cooling technologies [2] Group 2: Copper Cable High-Speed Connection Sector - The copper cable high-speed connection sector also saw substantial movement, with Xinke Materials hitting the daily limit and Zhaolong Interconnect rising over 14% [4] - Credo, a leading company in the active copper cable (AEC) sector, reported earnings that exceeded market expectations, with a revenue increase of 272% year-over-year for Q2 of FY2026, reaching $268 million [4][5] - The demand for high-speed data storage in AI systems is increasing, with projections indicating a 45% compound annual growth rate for global AEC sales from 2024 to 2028, highlighting the sector's growth potential [5]