炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 记者|李益文 编辑|叶映橙 2月24日，光模块龙头华工科技（000988.SZ）开盘后快速拉升，迅速封死涨停板。截至当日10时14分， 公司股价报82.42元/股，涨停板上封单超17万手，总市值攀升至829亿元。 | SZSE CNY 13:14:36 交易中 | | | | | | 通融/ ● + | | --- | --- | --- | --- | --- | --- | --- | | 委比 | 100.00% 委差 | 143070 | Wind ESG评级 | BBB | | 详情 | | 卖五 | . | - | रेस | 3.90% 120日 | | 50.46% | | 英四 | . | - | 5日 | 7.12% 250日 | | 94.63% | | 第三 | . | 트 | 20日 | 1.94% 52周高 | | 100.89 | | 重二 | = | = | 60日 | 15.55% 52周低 | | 32.18 | | = | . | . | | 2023 | 2024 | 2025Q3 | | · 一 ...

记者｜李益文 编辑｜叶映橙 2月24日，光模块龙头华工科技（000988.SZ）开盘后快速拉升，迅速封死涨停板。截至当日10时14分，公司股价报82.42元/股，涨停板上封单超17万手， 总市值攀升至829亿元。 | વિ 1 科技 11 | | --- | | 000000 | | 委比 | 100.00% 委差 | 143070 | Wind ESG评级 | BBB | | 详情 | | --- | --- | --- | --- | --- | --- | --- | | 委主 | | - | रुक् | 3.90% 120日 | | 50.46% | | 季四 | l | - | 5日 | 7.12% 250日 | | 94.63% | | 卖三 | - | - | 20日 | 1.94% 52周高 | | 100.89 | | 賞ニ | l | - | 60日 | 15.55% 52周低 | | 32.18 | | 能 | l | - | | 2023 | 2024 | 2025Q3 | | 杀— | 82.42 | 141650 | EbS | 1.00 | 1.21 | 1.32 | | ·· ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起看看吧。 【巨头风向标】 2月23日，问界汽车官微发布《关于广东省惠州市车辆起火的说明》。其中称，2026年2月21日，一辆问界M9在广东省惠州市附 近起火，事件未造成人员伤亡。经初步调查，车辆三电系统状态正常，且未见车辆其它自身异常，判断事件非车辆自身原因导 致。说明称，将密切配合有关部门完成后续调查并积极协助用户处理后续事宜。请大家不信谣，不传谣。 问界通报"广东惠州车辆起火事件" 2月22日，智谱发布技术报告，全面解读GLM-5的技术细节。据称，GLM-5是一款旨在推动编程范式从"Vibe Coding"（氛围编 程）转向"Agentic Engineering"（智能体工程）的下一代基础模型。GLM-5 在前代模型 GLM-4.5 的智能体、推理与编程 （Agentic, Reasoning and Coding, ARC）能力基础上，采用稀疏注意力（DeepSeek Sparse Attention，DSA）以大幅降低推理成 本，同时保持长上下文能力无损。为了让 ...

Market Overview - The Hong Kong stock market has rebounded, with the Hang Seng Index closing at 27,081.91 points, up 2.53% or 668.56 points, and a total trading volume of 172.96 billion HKD [1] - The technology sector is experiencing increased scrutiny and differentiation, with domestic technology valuations remaining relatively low compared to the U.S. [1] Blue-Chip Performance - Zijin Mining (02899) saw a significant increase of 5.35%, closing at 44.95 HKD, contributing 22.03 points to the Hang Seng Index [2] - Other notable blue-chip stocks include Meituan-W (03690) up 5.26%, SMIC (00981) up 5.02%, while New Oriental Energy (02688) and Chow Tai Fook (01929) experienced slight declines [2] Sector Highlights - Large technology stocks showed a strong recovery, with Meituan-W rising over 5% and other major players like JD, Alibaba, Xiaomi, and Baidu increasing by over 3% [3] - The precious metals sector, particularly gold and copper, performed well, with Zijin Gold International (02099) rising 6.82% [5] - The AI sector is expected to see significant advancements, with Alibaba Cloud launching a new model at competitive pricing, indicating a potential shift in the global AI landscape by 2026 [4] Lithium and Battery Sector - The lithium and battery sectors are experiencing strong growth, with companies like Ruipu Lanjun (00666) increasing by 15.42% and CATL (03750) up 3.14% [7] - UBS has raised its price forecasts for lithium products, indicating a third super cycle for lithium prices and predicting a significant increase in China's market share in the global electric vehicle sector by 2030 [8] Optical Communication Sector - The optical communication sector is seeing notable gains, with companies like Yangtze Optical Fibre and Cable (06869) rising 14.43% due to strong production and demand for high-speed optical modules [6]

Group 1 - The global market is focused on the new 15% tariffs announced by President Trump, which may face legal challenges, while bilateral trade agreements remain valid [4][10] - The A-share market is set to open for trading after the Spring Festival, with public funds prepared for investment, anticipating a balanced market structure with a focus on "technology growth" and "Chinese advantages" [5] - The Spring Festival box office has exceeded 5 billion yuan, marking the eighth consecutive year of over 100 million viewers [6] Group 2 - The Chinese government is pushing for modernization in agriculture, emphasizing the integration of various sectors and the development of technology-driven agriculture [2] - The steel industry in China has achieved significant reductions in energy consumption and emissions, with over 80% of crude steel capacity meeting ultra-low emission standards [6] - The AI industry is experiencing strong demand, with companies like SK Hynix and Huagong Technology reporting full order books and operational capacity [8] Group 3 - The global investment landscape is seeing a surge in capital inflow into Latin American markets, with the MSCI Emerging Markets Latin America Index reaching an eleven-year high [11] - The Chinese yuan has been appreciating against the US dollar, driven by favorable external conditions and increased corporate demand for currency exchange [11]

Core Viewpoint - The company is actively ensuring the mass production and delivery of high-speed optical modules, with significant demand extending into 2026 [1] Group 1: Production and Operations - The company's production bases in Wuhan and Thailand operated continuously during the Spring Festival, resuming work on the first day of the new year [1] - The production line for AI high-speed optical modules is running at full capacity 24 hours a day [1] Group 2: Demand and Orders - Orders for the company's connectivity business are scheduled through the fourth quarter of 2026 [1] - The company is focusing on the mass production delivery of 1.6T and 800G high-speed optical modules [1]

● 本报记者 王婧涵 从通用大模型到智能体，人工智能技术的升级一直是市场关注焦点。从2024年年报看，人工智能产业链 公司业绩大幅增长，应用场景不断落地赋能千行百业，为上市公司提供新发展动能。 AI赋能千行百业 作为未来社会的发展基础，人工智能对传统行业及新兴行业均产生显著影响。不少上市公司通过人工智 能技术赋能生产经营，或是围绕人工智能应用场景开拓新的业务，打造企业第二增长曲线，实现了高质 量发展并提升公司业绩。 在视源股份"未来一节课"体验区，记者体验了人工智能辅助自动生成课件、教案；智能反馈课堂情况、 智能分析学生学情等丰富的教育教学产品。 2024年，视源股份总收入同比提升11.05%，公司围绕视觉、听觉、触觉及数据四大方向推进以人工智 能为核心的技术布局，落地人工智能+教育、人工智能+办公等应用场景，在智能控制部件和智能终端 及应用上实现业绩增长。 视源股份未来教育集团（希沃）副总裁魏振水表示，数智化赋能课堂教学是时代要求，对重构新型教学 关系有重要意义，公司希沃品牌将秉持数智化教育使命，扎根校园、深入校园，通过人工智能和数智化 技术为消除教育行业的数字鸿沟尽一份力。 不仅教育行业，消费、能源、交通 ...