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A股通信设备股集体走强,中天科技、亨通光电、通鼎互联涨停
Ge Long Hui A P P· 2026-02-26 04:03
Group 1 - The A-share market saw a collective surge in communication equipment stocks, with notable gains from companies such as Zhongtian Technology, Hengtong Optic-Electric, and Tongding Interconnection reaching the daily limit [1] - Zhongtian Technology's stock increased by 10.01%, with a total market capitalization of 94.2 billion and a year-to-date increase of 52.26% [2] - Hengtong Optic-Electric also rose by 10.00%, boasting a market cap of 109.4 billion and a year-to-date increase of 79.26% [2] Group 2 - Tongding Interconnection's stock price increased by 9.97%, with a market capitalization of 12.9 billion and a year-to-date increase of 74.67% [2] - Fenghuo Communication's stock rose by 7.28%, with a market cap of 62.1 billion and a year-to-date increase of 42.46% [2] - Tianfu Communication and Ruijie Networks saw increases of 6.91% and 6.58%, respectively, with market caps of 283.9 billion and 71.4 billion [2] Group 3 - Other companies such as Yonding Co., Xinke Mobile, and Xingwang Ruijie also experienced gains of over 5%, indicating a strong performance across the sector [1] - The overall positive trend in these stocks is supported by the formation of a MACD golden cross signal, suggesting a favorable market condition for these companies [1]
超预期!PCB、CPO大爆发
Xin Lang Cai Jing· 2026-02-26 03:39
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! 2月26日早盘,算力硬件股持续活跃,PCB、CPO概念板块涨幅居前。 PCB概念拉升,明阳电路涨超15%,威尔高涨超12%,大族激光、广合科技、贤丰控股(维权)、沪电 股份10%涨停,深南电路3天2板。 | 休力 | PCB(i) | | Ai) [3 Q | | --- | --- | --- | --- | | | 3347.43 2.75% | | | | 成份股 受金 | 关联基金 必读 | 股明 | 资讯 | | 全部市场(129) v | 自选 | 最新 (129) v | 龙头(10) | | 图 品 图 | 最新 | 涨幅↓ | 涨跌 | | 明阳电路 | 33.79 | 15.32% | 4.49 | | 300739 融 | | | | | 威尔高 | 70.56 | 12.72% | 7.96 | | 301251 融 | | | | | 万源通 | 37.10 | 11.95% | 3.96 | | 920060 京 融 | | | | | 大族激光 | 69.72 | 10.00% | 6.34 | | 002 ...
MiniMax Agent Expert功能升级优化,低费率创业板人工智能ETF(159381)、云计算ETF(516630)涨超2%,中天科技等多股盘中创新高
Xin Lang Cai Jing· 2026-02-26 03:27
Group 1 - The computing power sector experienced a strong rally on February 26, with stocks related to CPO, copper cables, PCBs, and optical fibers showing significant gains, including Longi Fiber, Chuangyitong, Huafeng Technology, and Zhongtian Technology reaching new highs [1] - Minimax announced enhancements in Expert 2.0, allowing users to create agents using natural language without needing to configure skills or sub-agents, streamlining the process of task management [1] - The AI large model technology trend has shifted from general chat tools to vertical productivity tools and real agents, focusing on industrial-grade video generation, engineering programming, and consumer office scenarios [2] Group 2 - The Huaxia Cloud Computing ETF (516630) focuses on domestic AI software and hardware computing power, with a combined weight of 83.7% in computer software, cloud services, and computer equipment, and a low expense ratio of 0.20% [3] - The Huaxia Entrepreneurial AI ETF (159381) has a balanced layout between hardware and AI software applications, with top holdings including Zhongji Xuchuang (14.27%) and Xinyi Sheng (13.00%), and an expense ratio of 0.20% [3] - The MACD golden cross signal has formed, indicating a positive trend for these stocks [3]
液冷服务器概念走强
Di Yi Cai Jing· 2026-02-26 02:50
川润股份、中天科技、亨通光电涨停,高澜股份涨超15%,方盛股份、申菱环境、依米康、飞龙股份等 跟涨。 ...
CPO概念震荡拉升,多股涨停
Mei Ri Jing Ji Xin Wen· 2026-02-26 02:30
Group 1 - The CPO concept experienced significant fluctuations, with companies such as Jufei Optoelectronics and Jepu Technology reaching a 20% limit-up [1] - Other companies including Guanghe Technology, Zhongtian Technology, and Hengtong Optoelectronics also hit the limit-up [1] - Additional firms like Tianfu Communication, Yongding Co., Zhongfu Circuit, Guangxun Technology, and Taicheng Light followed with notable increases [1]
特高压指数盘中涨2%,通光线缆涨超12%
Mei Ri Jing Ji Xin Wen· 2026-02-26 02:27
每经AI快讯,2月26日,特高压指数盘中涨2%。成分股中,通光线缆涨超12%,中天科技、亨通光电、 杭电股份涨停,汉缆股份涨3%。 每日经济新闻 ...
CPO、铜缆等算力硬件股持续走强,华丰科技等多股创新高
Xin Lang Cai Jing· 2026-02-26 02:24
CPO、铜缆等算力硬件股持续走强,长飞光纤、创益通、华丰科技、中天科技盘中创新高,凯旺科技、 富士达、意华股份、远东股份、中富电路跟涨。 ...
光纤光缆板块走强 法尔胜涨停
Xin Lang Zheng Quan· 2026-02-26 02:04
责任编辑:小浪快报 声明:市场有风险,投资需谨慎。本文基于第三方数据库自动发布,不代表新浪财经观点,任何在本文 出现的信息均只作为参考,不构成个人投资建议。如有出入请以实际公告为准。如有疑问,请联系 biz@staff.sina.com.cn。 02月26日消息,截止09:45,光纤光缆板块走强,法尔胜、中天科技、杭电股份、通鼎互联涨停,亨通 光电、汇源通信、长飞光纤等个股涨幅居前。 ...
中天科技创历史新高
Ge Long Hui· 2026-02-26 01:40
格隆汇2月26日丨中天科技(600522.SH)涨5.02%,报26.340元,股价创历史新高,总市值898.97亿元。 ...
研报掘金丨中邮证券:首予中天科技“买入”评级,特高压业务有望充分受益
Ge Long Hui A P P· 2026-02-25 05:28
中邮证券研报指出,AI数据中心与无人机需求快速放量,光纤光缆快速涨价,大幅贡献利润弹性。中 天科技研发的高密度、大芯数特种光缆将受益,市场份额有望持续上升。据CRU近日发布的最新数 据,CRU中国市场光纤光缆指数(FOCI)为106.5,环比反弹10.8%,从上三个月的收缩转为扩张。其 中,价格指数创近三年新高。布局反谐振空芯光纤,打通全链条核心制备技术,攻克多项工程部署关键 难题。海洋业务在手订单饱满,海缆业务全球化布局;国家电网资本开支增长40%,公司系国家电网核 心供应商,特高压业务有望充分受益。预计公司2025/2026/2027年分别实现收入543.38/636.02/728.59亿 元,分别实现归母净利润33.52/43.64/50.54亿元,首次覆盖,给予"买入"评级。 ...