研究早观点 2025 年 9 月 15 日 星期一 市场走势 资料来源：最闻 国内市场主要指数 | 指数 | | 收盘 | 涨跌幅% | | --- | --- | --- | --- | | 上证指数 | | 3,870.60 | -0.12 | | 深证成指 | | 12,924.13 | -0.43 | | 沪深 | 300 | 4,522.00 | -0.57 | | 中小板指 | | 7,880.17 | -0.54 | | 创业板指 | | 3,020.42 | -1.09 | | 科创 | 50 | 1,338.02 | 0.90 | 【公司评论】上海瀚讯(300762.SZ)：上海瀚讯 2025 半年报点评-卫星 收入受发射节奏客观影响，特种通信业务有望迎来实质性拐点 2019 年 2 月 21 日 星期四 请务必阅读最后股票评级说明和免责声明 1 资料来源：最闻 分析师： 彭皓辰 执业登记编码：S0760525060001 邮箱：penghaochen@sxzq.com 【今日要点】 【行业评论】通信：山西证券通信行业周跟踪：博通 ASIC 预期再上 调，深圳光博会预热 研究早观点 【今日要 ...

Core Viewpoint - Changfei Fiber's stock surged by the daily limit of 10% within three minutes of market opening, marking its fourth consecutive day of gains, closing at 82.95 yuan per share. This increase is attributed to rumors regarding the synergy between Changfei's hollow fiber products and Nvidia's Ethernet technology, which has reportedly been procured by Nvidia [1]. Company Summary - Changfei Fiber's hollow fiber products are aligned with the needs of data center construction, which is a core area for Nvidia's products. However, there is no direct supplier-customer relationship between Changfei and Nvidia [1].