龙虎榜机构热股 今天机构龙虎榜上榜32只个股，净买入17只，净卖出15只。当日机构买入最多的个股前三位是：航天发 展（1.47亿）、国风新材（9390万）、北方长龙（8972万）。 航天发展 个股龙虎榜 公司在此前异动公告中提出，公司持续跟进前沿技术发展， 硅基OCS已获海外样品订单。 龙虎榜显示，今日2家机构净买入1.47亿。 公司是福建本地股，公司持续发展蓝军体系及装备、新一代通信与指控装备、空间信息应用、数据智能 与安全等四大产业领域。 龙虎榜知名游资 一、OCS 谷歌TPU V7 Ironwood即将全面上市，开始配置1.6T光模块，其中网络架构OCS主要采用MEMS和液晶 方案。 光库科技 个股龙虎榜 公司的微连接产品产品主要应用于400G/800G/1.6T等高速、超高速光模块，PIC/CPO应用相干通讯和 OCS/WSS模块中。此外，公司在2024年年报提出，将加强对数据中心高速光互联OCS应用的MxN高密 度FAU的研发及扩产，积极拓展新客户。 德科立 二、TPU 据媒体11月25日报道，Meta据悉正在内部讨论斥资数十亿美元，从2027年开始将谷歌的TPU整合到其数 据中心内，同时还计划最早 ...

Group 1 - The Ministry of Commerce of China stated that it will not sacrifice principles, corporate interests, or international fairness to reach any agreement regarding TikTok [3] - The Chinese government supports equal business negotiations for companies and will approve technology exports and intellectual property matters related to TikTok [3] - The Ministry of Commerce expressed hope that the EU will not weaponize tariffs against Chinese electric vehicles and will promote fair competition [4] Group 2 - Huawei plans to launch the Ascend 950PR chip in Q1 2026, the Ascend 950DT in Q4 2026, the Ascend 960 in Q4 2027, and the Ascend 970 in Q4 2028 [8] - The stock of Tianpu Co. has significantly deviated from the company's fundamentals, indicating a potential risk of rapid decline [9] - The company DeepSeek has never requested users to make payments to personal or unofficial accounts [9]

Group 1 - Two new stocks are available for subscription: Ruili Kemi with an issue price of 42.28 yuan per share and a subscription limit of 16,000 shares, and Yunhan Xincheng with an issue price of 27.00 yuan per share and a subscription limit of 4,000 shares [5] - The Ministry of Commerce of China responded to the TikTok issue, emphasizing that China will not sacrifice principles, corporate interests, or international fairness for any agreement, and supports equal business negotiations [5][6] - The Ministry of Commerce also addressed the EU's anti-subsidy tax on Chinese electric vehicles, urging the EU to eliminate market barriers and promote fair competition [6] Group 2 - Huawei plans to launch the Ascend 950PR chip in Q1 2026, followed by the Ascend 950DT in Q4 2026, the Ascend 960 in Q4 2027, and the Ascend 970 in Q4 2028 [10] - The State Health Commission and the Ministry of Finance issued a notice regarding the management of childcare subsidy systems, effective from January 1, 2025, targeting children under three years old [7] - The Shanghai Stock Exchange has taken self-regulatory measures against Tianpu Co., including suspending account trading due to abnormal trading behavior [2][8]

Group 1 - Chinese government has instructed companies like Alibaba to halt purchases of Nvidia chips, with the Ministry of Foreign Affairs expressing a commitment to maintaining global supply chain stability [1] - The Ministry of Commerce emphasized that it will not sacrifice principles or corporate interests in negotiations regarding TikTok, advocating for a fair business environment for Chinese companies in the U.S. [1] - The Ministry of Commerce responded to the EU's anti-subsidy tax on Chinese electric vehicles, urging the EU to eliminate market barriers and promote fair competition [2] Group 2 - The National Health Commission and the Ministry of Finance issued a notice regarding the management of a childcare subsidy system, effective from January 1, 2025, targeting children under three years old [3] - China's total R&D personnel ranks first in the world, with R&D investment expected to exceed 3.6 trillion yuan in 2024, marking a 48% increase since 2020 [4] Group 3 - The Shanghai Stock Exchange has taken self-regulatory measures against Tianpu Co. due to abnormal trading fluctuations, including suspending account trading for certain investors [5][6] - Various companies reported on their business activities, including Jinfa Technology's minimal indirect stake in Yushut Technology and Feile Audio's lack of plans in the lithography machine sector [7]

Group 1 - The core viewpoint of the article highlights the recent abnormal stock trading fluctuations of Dekoli, driven by the demand for AI computing power and the market's heightened interest in Optical Circuit Switching (OCS) products [2] - The company is actively following advancements in cutting-edge technology, with silicon-based OCS having received overseas sample orders, although it has not yet secured bulk orders from major overseas manufacturers [2] - The OCS market is characterized by high interest and significant technical challenges, indicating that large-scale application will take time, and the market outlook remains uncertain [2]

Group 1 - The core viewpoint of the article highlights that Dekoli (688205) has experienced unusual stock trading fluctuations driven by the demand for AI computing power, with a particular focus on OCS (Optical Circuit Switching) products [1] - The company is actively following advancements in cutting-edge technology, having received overseas sample orders for silicon-based OCS, although it has not yet secured bulk orders from major overseas manufacturers [1] - The OCS market is characterized by high interest and significant technical challenges, indicating that large-scale application will take time, and the market outlook remains uncertain [1]

Group 1 - The company has achieved small-scale trial production of its 400G coherent module and received overseas sample orders for silicon-based OCS [1] - The OCS market is characterized by high demand and significant technical challenges, with large-scale application still requiring time and the market outlook remaining unclear [1] - Currently, the company does not consider OCS as a significant part of its revenue budget [1] Group 2 - In the second half of the year, the company plans to accelerate the implementation of overseas projects and the ramp-up of production capacity, focusing on the timely delivery of existing orders [1]

Core Viewpoint - The company has received overseas sample orders for its silicon-based OCS, indicating interest in its technology despite the market's uncertain outlook [1] Company Developments - The company has achieved small-scale trial production of its 400G coherent module [1] - The OCS market is characterized by high demand and significant technical challenges, suggesting that large-scale application will take time [1] - Currently, the company does not consider OCS a significant part of its revenue budget [1] Future Plans - In the second half of the year, the company plans to accelerate the implementation of overseas projects and increase production capacity [1] - The focus will be on ensuring timely delivery of existing orders [1]