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算力租赁板块震荡上扬
Di Yi Cai Jing· 2026-02-27 10:40
利通电子、城地香江涨停,云天励飞涨超15%,顺网科技、首都在线涨超10%,云赛智联、网宿科技、 宏景科技等跟涨。 ...
互联网医疗板块2月27日涨1.14%,云赛智联领涨,主力资金净流入6.9亿元
Sou Hu Cai Jing· 2026-02-27 08:59
证券之星消息,2月27日互联网医疗板块较上一交易日上涨1.14%,云赛智联领涨。当日上证指数报收 于4162.88,上涨0.39%。深证成指报收于14495.09,下跌0.06%。互联网医疗板块个股涨跌见下表: 从资金流向上来看,当日互联网医疗板块主力资金净流入6.9亿元,游资资金净流出5.13亿元,散户资金 净流出1.77亿元。互联网医疗板块个股资金流向见下表: 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 ...
A股超3200股上涨,稀有金属掀涨停潮,算力人气股月内飙涨115%,港股科网股集体拉升
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-27 08:00
Group 1 - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.39% closing at 4162 points, while the Shenzhen Component Index fell by 0.06% and the ChiNext Index dropped by 1.04% [1] - Rare metal stocks experienced a surge, with several stocks hitting the daily limit up, including Hunan Gold, Zhangyuan Tungsten, and Xianglu Tungsten, among others [1] - Tungsten prices have skyrocketed, prompting downstream hard alloy manufacturers to raise prices, with companies like Xinrui Co. and Huarui Precision announcing price adjustments [1] Group 2 - The computing power leasing sector continued its strong performance, with stocks like Yuntian Lifa and Tuowei Information hitting the daily limit up [2] - Hetzner, a major European data center operator, announced a price increase for all products and services effective April 1, marking the second price hike within the month [2] Group 3 - YN Energy Holdings saw a significant increase of 115%, ranking first in monthly gains [3] - Limin Co., a leading pesticide manufacturer, announced a long-term supply contract with Bayer, with an estimated contract value of 800 million yuan over three years [3] - The glass fiber sector faced declines, with companies like International Composites dropping nearly 10% [3] Group 4 - Hong Kong's innovative drug sector rebounded, with companies like WuXi AppTec and CanSino Biologics seeing gains of nearly 8% and over 6% respectively [4] - The recent adjustment in the innovative drug and CRO sectors is viewed as a short-term correction, not affecting the long-term growth prospects of the industry [4]
欧洲头部数据中心运营商再度提价,低费率云计算ETF华夏(516630)涨超1.3%,云天励飞20cm涨停
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-27 06:52
2月27日午后,算力租赁板块延续强势,截至发稿,同标的费率最低一档云计算ETF华夏(516630)涨 幅为1.33%,成分股云天励飞20cm涨停,拓维信息涨停,云赛智联、润和软件、汉得信息等股跟涨。 消息面上,据智通财经,近日欧洲最大的数据中心运营商及云服务商之一Hetzner宣布,由于IT多个领 域成本大幅上涨,公司将于4月1日起调高全线产品及服务报价,包括云服务、专用服务器、存储及负载 均衡器等。本次调价将影响其位于欧洲、美国和新加坡数据中心的新订单及现有订阅用户,德国及芬兰 地区的云服务价格根据配置等级不同,涨幅在30%到38%之间;美国地区的CCX专用vCPU云服务器价 格普遍上涨约30%。值得注意的是,这已是Hetzner本月第二次宣布提价,该公司于2月2日已调高专用服 务器的一次性设置费用。 中银证券最新研报指出,随着模型能力提升,智能体(Agent)与多模态应用进入深水区。算力涨价成 为新迹象,凸显供应瓶颈,算力产业链有望持续受益。 (文章来源:21世纪经济报道) 云计算ETF华夏(516630)聚焦国产AI软硬件算力,按中信二级行业分类,该指数计算机软件+云服务 +计算机设备合计权重高达84. ...
刚刚,直线拉升,掀“涨停潮”!
Zhong Guo Ji Jin Bao· 2026-02-27 05:03
【导读】有色金属股拉涨,算力租赁板块延续强势;恒生科技指数涨超1% 中国基金报记者 张舟 大家好!今天是周五了,来一起关注最新的市场行情和资讯~ 2月27日上午,A股三大指数集体回调。 从市场结构看,半导体、通信设备、电子元器件、软饮料、建材跌幅居前;有色金属板块强势拉升,钨概念股爆发,算力租赁、云计算等板块逆市上涨。 截至午间收盘,沪指报4139.53点,跌0.17%;深证成指跌0.68%,创业板指跌1.46%,科创综指跌0.52%,北证50跌0.74%。 | 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | 4139.53 | 14405.76 | 1833.62 | | -7.11 -0.17% -98.03 -0.68% -9.58 -0.52% | | | | 万得全A | 创业板指 | 北证50 | | 6900.10 | 3296.23 | 1533.56 | | -14.29 -0.21% -48.76 -1.46% -11.36 -0.74% | | | | 沪深300 | 中证500 | 中证A500 | | 4693.19 | 8573.46 | 59 ...
688118,4分钟20%涨停!人工智能板块,主力资金净流入超100亿!
Xin Lang Cai Jing· 2026-02-27 04:30
今日早盘,A股继续小幅震荡,上证指数红绿间转换超10次,中证1000表现较强,连续第4日上涨,创 2017年4月以来近9年新高,深证成指、沪深300等则小幅下跌,市场成交保持平稳。 盘面上,稀有金属、人工智能、超临界发电、酒店餐饮等板块涨幅居前,玻璃玻纤、通信设备、消费电 子、航空装备等板块跌幅居前。 超临界发电项目持续推进 春节后,超临界发电概念频频走强,板块指数连续4日创历史新高。金现代早间仅约6分钟就垂直20%涨 停,豫能控股秒速涨停,连续第7日涨停,赣能股份亦秒板,连续第3日涨停,华银电力1分钟涨停,连 续第2日涨停。 近来,超临界发电领域利好不断。继去年底全球首台商用超临界二氧化碳发电机组在贵州六盘水首钢水 城钢铁(集团)有限责任公司成功商运后,贵州能源大方2×66万千瓦超超临界燃煤发电项目,也于今 年2月上旬完成全部27项前期核准及开工手续,主厂房基础浇筑全面启动。 项目2026年计划完成投资23.49亿元,计划于2027年底建成投产,年发电量约60亿千瓦时,配置新能源 指标290万千瓦,推动"火电+新能源"多能互补。 此外,中核集团50兆瓦"熔盐储能+超临界二氧化碳发电"示范项目已入选国家能源领 ...
云赛智联2026年2月27日涨停分析:AI垂类布局+研发投入+营收增长
Xin Lang Cai Jing· 2026-02-27 03:25
Core Viewpoint - YunSai ZhiLian (sh600602) experienced a trading halt with a price of 22.97 yuan, marking a 10.01% increase and a total market capitalization of 31.415 billion yuan, driven by factors such as AI sector positioning, R&D investment, and revenue growth [1][2]. Group 1 - The company is actively positioning itself in the AI vertical sector, with successful implementations in government and business models, and has led the establishment of two international standards, aligning with industry development trends [2]. - The annual R&D expenditure exceeds 170 million yuan, with continuous increases in investment enhancing the company's technological innovation capabilities, laying a foundation for long-term development [2]. - The company's revenue shows a stable growth trend, with a year-on-year increase of 28.92% in Q3 2025, indicating an expanding business scale [2]. Group 2 - The new board member possesses a background in information technology and finance, receiving over 99% shareholder approval, which strengthens market confidence in the company [2]. - The company has maintained a stable dividend policy for ten consecutive years, with a dividend payout ratio of 30.41% expected in 2024 [2]. - The current market environment highlights artificial intelligence and smart city sectors as hotspots, with significant capital inflow into related concept sectors on February 27, leading to increased attention on YunSai ZhiLian [2]. Group 3 - Technical indicators such as the MACD forming a golden cross or a breakout in the BOLL channel may attract technical investors, contributing to the stock's trading halt [2].
A股算力概念股连续第二日大涨,云天励飞、云赛智联等多股涨停
Ge Long Hui A P P· 2026-02-27 03:22
| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | 最新 | | --- | --- | --- | --- | --- | --- | --- | | 688343 | 云天励飞-1 1 | | 20.00 | 396亿 | 44.93 | 110.26 | | 300846 | 首都在线 | 1 | 16.78 | 189亿 | 64.65 | 37.59 | | 300113 | 顺网科技 | | 12.00 | 203亿 | 46.69 | 29.69 | | 688316 | 青云科技-l | | 10.97 | 41.75 Z | 44.87 | 87.17 | | 301396 | 宏景科技 | | 10.76 | 162亿 | 59.52 | 105.76 | | 600602 | 云赛智联 | | 10.01 | 314Z | 22.90 | 22.97 | | 600498 | 烽火通信 | 1 | 10.01 | 700亿 | 60.69 | 51.55 | | 603887 | 城地香江 | | 10.01 | 105亿 | 29.29 | 17.48 | | ...
算力概念股连续第二日大涨,云天励飞、云赛智联等多股涨停
Ge Long Hui· 2026-02-27 03:17
责任编辑:栎树 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | 最新 | | --- | --- | --- | --- | --- | --- | --- | | 688343 | 云天励飞-1 1 | | 20.00 | 396亿 | 44.93 | 110.26 | | 300846 | 首都在线 | 1 | 16.78 | 189亿 | 64.65 | 37.59 | | 300113 | 顺网科技 | | 12.00 | 203亿 | 46.69 | 29.69 | | 688316 | 青云科技-l | | 10.97 | 41.75 Z | 44.87 | 87.17 | | 301396 | 宏景科技 | | 10.76 | 162亿 | 59.52 | 105.76 | | 600602 | 云舞智联 | | 10.01 | 314Z | 22.90 | 22.97 | | 600498 | 烽火通信 | 1 | 10.01 | 700亿 | 60.69 | 51.55 | | 603887 | 城地香江 | | 10.01 | 105亿 | 29.29 | 17 ...
云赛智联股价涨5.13%,汇添富基金旗下1只基金位居十大流通股东,持有462.4万股浮盈赚取480.9万元
Xin Lang Cai Jing· 2026-02-26 03:32
2月26日,云赛智联涨5.13%,截至发稿,报21.31元/股,成交7.84亿元,换手率3.51%,总市值291.45亿 元。 资料显示,云赛智联股份有限公司位于上海市徐汇区宜州路180号B6栋9-10楼,成立日期1993年5月28 日,上市日期1990年12月19日,公司主营业务涉及提供智慧城市核心软硬件产品和综合解决方案。主营 业务收入构成为:云计算大数据53.32%,行业解决方案42.35%,智能产品7.33%,其他产品0.12%,其 他(补充)0.01%。 截至发稿,吴振翔累计任职时间16年25天,现任基金资产总规模185.98亿元,任职期间最佳基金回报 207.48%, 任职期间最差基金回报-31.53%。 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。 责任编辑:小浪快报 数据显示,汇添富基金旗下1只基金位居云赛智联十大流通股东。中证上海国企ETF(510810)三季度 减持59.46万股,持有股数462.4万股,占流通 ...