行情速递 / Part 01 ①大盘指数，创业板指(-0.22%)/深证成指(-0.65%)/科创50 (-0.72%)/上证指数(-0.82%)/北证50 (-1.03%)/ ②TMT领涨板块，SW印制电路板(+0.74%)/SW品牌消费电子(+0.37%)/ ③TMT领跌板块，SW通信应用增值服务(-5.79%)/SW IT服务Ⅲ(-3.53%)/SW通信工程及服务(-3.23%)/ 国内新闻 / Part 02 ①半导体封测，晶合集成公告明确/自北京时间2026年6月1日00:00起/所有产出的晶圆代工产品价格将统一上调10%/ ②半导体投资联盟，禾赛科技发文宣布与九识智能达成20万颗激光雷达独家定点合作/九识智能新一代RoboVan车型 将全系标配禾赛激光雷达/双方聚焦L4级自动驾驶无人物流场景开展深度应用落地/ ③光纤在线，新易盛宣布/推出行业首款12.8T XPO模块/这款下一代可插拔光模块专为支持AI数据中心架构而设计/涵 盖纵向扩展、横向扩展及城域互联应用/ ④集微网，雷军宣布/新一代小米SU7将于3月正式发布/并明确表示因成本大幅上升/新车定价肯定会涨价/同时强调产 品力全面升级/将为用户带 ...

周五（3月13日），IDC算力租赁概念领跌AI赛道，创业板人工智能全天低迷，日线三连阴。其中，汉 得信息跌超10%，奥飞数据、首都在线、东方国信、光环新网等多股跌超7%。但光模块CPO龙头 逆市活跃，新易盛逆市大涨4%，中际旭创涨超1%。 热门ETF方面，重仓光模块龙头的创业板人工智能ETF（159363）场内收跌1.84%日线三连阴，缩量成 交4.62亿元，资金进场抢筹5200万份。 公司消息方面，光模块龙头新易盛迎来两大重要消息：一是业内首发搭载博通448G全功能dsp光模块； 二是推出行业首款12.8T XPO模块，这款下一代可插拔光模块专为支持AI数据中心架构而设计，涵盖纵 向扩展、横向扩展及城域互联应用。 国盛证券指出，博通凭借网络领域优势，正成为众多超算客户的XPU合作伙伴。在CSP主导资本开支的 时代，以ASIC/XPU和以太网为代表的开放解耦架构，在AI推理需求爆发下将持续繁荣。CSP开放阵营 将与英伟达长期博弈，而新易盛等光通信等网络设备商将同时受益于双方的互联需求增长。* ETF基金相关费用说明：投资者在申购或赎回基金份额时，申购赎回代理机构可按照不超过0.5%的标准 收取佣金。场内交易费 ...

Group 1 - The AI sector experienced a decline, with the concept of computing power leasing leading the drop, particularly in the ChiNext market, where several stocks fell over 7% [1] - New Yi Sheng, a leader in optical modules, saw a contrary rise of over 4%, indicating a divergence in market performance within the AI sector [1] - The ChiNext AI ETF (159363), heavily invested in optical module leaders, fell by 1.84%, marking a three-day decline, with a trading volume of 462 million yuan [1] Group 2 - New Yi Sheng announced two significant developments: the launch of the first optical module equipped with Broadcom's 448G full-featured DSP and the introduction of the industry's first 12.8T XPO module designed for AI data center architectures [3] - Guosheng Securities highlighted Broadcom's growing influence in the supercomputing market, suggesting that the demand for open decoupled architectures will continue to thrive amid the explosion of AI inference needs [3] - The upcoming NVIDIA GTC conference on March 16 is anticipated to be a catalyst for the AI market, showcasing core technologies and disruptive upgrades in computing infrastructure [3] Group 3 - The ChiNext AI ETF is positioned to benefit from the commercialization of AI technology, with approximately 60% of its portfolio allocated to computing power (optical module leaders and IDC leaders) and 40% to AI applications [3]