结构性异动再度发生！ 午后，A股算力概念股局部异动，数据港、荣联科技直线拉升，盘中双双涨停，亿田智能、慧辰股份、海光信息、中科曙光、宏景科技等涨幅居前。 | 荣联科技 Ai) [ Q | | | | | | --- | --- | --- | --- | --- | | 002642 深股通 L1 ▼ | | | | | | 今开 10.53 最高 11.17 | 11.17 | 最低 | 10.40 | | | 10.05% 1.02 换手 23.67% 总手 156.6万 金额 | | | 16.74亿 | | | 总值 73.90亿 流值 73.90亿 市盈和0 446.33 | | | 电子 | | | 五日 日K 周K 月K 更多, | 分时 | | | | | 均价: 10.69 最新: 11.17 1.02 10.05% | | | 2 大单模式 | | | 10.05% | 11.17 | | 五档 大单 分价 | | | 涨停:3天2板 | | | | | | 当前封单量 18.8万 | | | | | | 封单占成交 | | | 11.99% | | | 最高到单量 | | | 88.6万 ...

Core Viewpoint - The A-share market is experiencing a significant rally, with the ChiNext index reaching a new high and driven by strong performance in the optical module sector, particularly companies like Victory Technology, Zhongji Xuchuang, and Xinyi Technology [3][4][6] Market Performance - The ChiNext index surged over 5%, breaking through the 3050-point mark, while the Shanghai Composite Index rose by 1.65% and the Shenzhen Component Index increased by 3.36% [3][4] - Over 4100 stocks in the Shanghai and Shenzhen markets closed in the green, with a total trading volume of 2.46 trillion yuan [3] Key Contributors - Victory Technology, Zhongji Xuchuang, and Xinyi Technology were the top three contributors to the ChiNext index's gains, with increases of over 18% and 13% respectively [4][5] Driving Factors - Recent developments in AI and cloud computing have catalyzed the optical module sector, with significant contracts signed by companies like Nebius and Oracle, leading to a surge in demand for AI computing infrastructure [6][7] - Oracle reported a backlog of orders reaching $455 billion, indicating strong demand primarily driven by AI inference capabilities [6] Investment Themes - Besides computing power, the battery sector is also highlighted as an investment theme, particularly solid-state batteries, which are expected to see significant advancements and support from domestic policies [8][9] - A recent report from Morgan Stanley indicates that over 90% of investors are willing to increase their exposure to the Chinese market, marking the highest interest level since 2021 [9]