作者 |一财阿驴 11:31 A股午盘丨创业板指半日涨超3% 截至午盘，沪指涨1.17%，深成指涨2.07%，创业板指涨3.11%，科创综指涨2.22%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 1 | 4113.28 | 47.70 | 1.17% | | 399001 | 深证成指 | 7 | 14194.23 | 287.50 | 2.07% | | 399006 | 创业板指 | 3 | 3337.03 | 100.57 | 3.11% | | 000680 | 科创综指 | 5 | 1792.49 | 38.88 | 2.22% | 盘面上，算力硬件产业链爆发，CPO、存储器方向领涨；光伏产业链走强，太空光伏方向活跃；AI应 用、半导体、商业航天、消费电子题材涨幅靠前。 2026.02.06 沪指高开0.93%，深成指高开1.50%，创业板指高开1.95%，科创综指高开1.99%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- ...

Core Viewpoint - Global markets are experiencing a significant rebound, with U.S. stock indices showing strong gains and A-shares also performing well, particularly in sectors like space photovoltaic, AI applications, and chemicals [1][2][8]. Market Performance - U.S. stock futures have expanded gains following the Dow Jones Industrial Average's historic breakthrough of 50,000 points [1]. - A-shares opened strong, with the Shanghai Composite Index up 1.17%, Shenzhen Component Index up 2.07%, and the ChiNext Index up 3.11% [1]. - The trading volume in the Shanghai and Shenzhen markets reached 1.49 trillion yuan, an increase of 106.8 billion yuan compared to the previous trading day [1]. Sector Highlights - **Space Photovoltaic Sector**: Led the market with over 20 stocks, including TCL Zhonghuan and Shuangliang Energy, hitting the daily limit [3]. - **CPO and Computing Hardware Stocks**: Continued strong performance with stocks like Tianfu Communication and Changfei Optical Fiber reaching new highs, driven by strategic growth in the advanced packaging market, expected to grow at a CAGR of 9.4% [4]. - **AI Applications**: Stocks such as Rongxin Culture and Chinese Online saw significant gains, spurred by advancements in AI video generation technology [5]. - **Chemical Sector**: Active performance with stocks like Runtu and Jihua Group hitting the daily limit, influenced by rising prices in disperse dyes due to increased costs of upstream intermediates [6]. Institutional Insights - CITIC Securities suggests that external disturbances have not significantly impacted China's industrial fundamentals, and the market sentiment has fully released, indicating a potential continuation of the spring market after the Spring Festival [2][8]. - Guotai Junan emphasizes the historical strength of the market during February and the pre-Spring Festival period, recommending confidence in the current market position around 4,000 points [9]. - Huajin Securities advises holding stocks through the holiday, focusing on sectors with upward trends such as electronics, media, and chemicals [10]. - Tianfeng Securities identifies three main investment directions: opportunities in AI-driven technology, economic recovery, and sectors with potential for turnaround [11].

Group 1 - A total of 84 stocks reached the daily limit up while 6 stocks hit the limit down in the A-share market on February 9 [1] - The CPO concept stocks were active, with Tianfu Communication and Guangku Technology hitting the limit up [1] - The short drama concept gained strength, with Hengdian Film and Television achieving 6 limit ups in 8 days, and Perfect World achieving 2 consecutive limit ups [1] Group 2 - ST Jinglan achieved 9 limit ups in 11 days, while Baichuan Co. had 6 limit ups in 9 days [1] - Other notable stocks include Mingdiao Co. with 6 limit ups in 7 days, Tiantong Co. with 4 limit ups in 7 days, and ST Jingji with 4 limit ups in 6 days [1] - Several stocks, including Xiexin Integration and Kailong High-Tech, achieved 4 consecutive limit ups, while Jinfu Technology and ST Huaxi had 3 consecutive limit ups [1] Group 3 - ST Wanfang faced a continuous decline with 20 consecutive limit downs, while ST Jinglun had 10 consecutive limit downs [1] - ST Guohua experienced 6 consecutive limit downs, and ST Yuanshang had 2 consecutive limit downs [1] - Other stocks like Richen Co. and Youbang Diao Ding also hit the limit down [1]

今日（2月9日）科技成长方向携手反攻，覆盖科创板+创业板高成长龙头的硬科技宽基——双创龙头ETF（588330）涨势如虹，场内价格一度大涨3.7%，现 涨3.37%，盘中收复5日、60日均线。 | | 分时 多日 1分 5分 15分 30分 60分 日 周 月 末 | F9 盘前盘后 叠加 九转 画线 工具 ♡ ② | 双创龙头ETF O | | 5 | | --- | --- | --- | --- | --- | --- | | | 588330[双创龙头ETF] 10:18 价 0.947 涨跌 0.027(2.93%) 均价 0.942 成交量 1.34万 IOPV 0.9502 20... 0.957 | | 0 95 | | +0.031 | | 四百 | 0.95 | 3.35% | SSE CNY 11:15:44 交易中 净值定势 | | 消息 学宝中证科创创 | | 四 游 人 | 0 045 | 2.6896 | 申旋清单 最小申赎单位份额 | | 2 | | | 0.939 | 2.01% | 现金替代比例上限 | | | | | | | 申购赎回允许情况 | | 申购赎 | | | ...

消息面上，重点关注双创龙头ETF标的指数重点布局的方向： 1、光模块方面，华泰证券指出，星地激光通信突破，解决卫星数据"传输瓶颈"，光模块厂商迎来"量价 利"齐升。高盛表示，全球低轨卫星星座建设，将带动2026年高速光模块出货量新增150万只，中国厂商 凭借成本与技术优势，占据全球卫星光模块70%以上份额。 2、光伏方面，中信证券指出，太空光伏需求有望迎来指数级增长。马斯克下注光伏制造，为轨道算力 和AI供电铺路。中国头部光伏设备厂商具备极强的高效迭代和快速响应能力，有望跻身特斯拉和 SpaceX等相关设备供应链，并收获高额订单，打开全新成长空间。 3、半导体方面，2026年以来，半导体产业链迎来新一轮涨价潮，从存储、CPU到封测、设计等细分领 域，多家企业发布涨价函，二级市场半导体板块也呈现全产业链共振的景象。 今日（2月9日）科技成长方向携手反攻，覆盖科创板+创业板高成长龙头的硬科技宽基——双创龙头 ETF（588330）涨势如虹，场内价格一度大涨3.7%，现涨3.37%，盘中收复5日、60日均线。 | 序号 | 名称 | 涨跌幅 ▼ | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | ...

早盘，CPO概念（核心股）板块表现活跃。板块内2只个股涨停。光库科技20CM涨停，天孚通信涨超19%，太辰光涨超16%，仕佳光子涨超13%，长芯博 创、德科立、联特科技涨超10%。 消息面上，黄仁勋直言AI建设还有七八年路要走。最近一周亚马逊、谷歌、微软和Meta等海外主要CSP大厂披露最新财报，2026年资本开支合计将达6600亿 美元，同比大幅增长60%，主要投向AI算力（核心股）的建设。 工信部发布《关于开展国家算力（核心股）互联互通节点建设工作的通知》，面向国家枢纽节点、重大战略区域、重点行业建设算力互联互通节点，构建国 家算力互联互通节点体系。 相关行业： | < W | 光模块(CPO)指数(8841258) | | | | --- | --- | --- | --- | | | 9351.91 733.36 8.51% | | | | 餐彩 | 资讯 相关基金 成分 | | 月度 | | 名称 | | 现价 | | | 光库科技 | | 188.28 | | | 300620.SZ | | | | | 天孚通信 | | 302.51 | | | 300394.SZ | | | | | 太辰光 | ...

Summary of Key Points Core Viewpoint - As of February 6, the margin trading balance in A-shares is 26,636.6 billion yuan, a decrease of 17.2 billion yuan from the previous trading day, accounting for 2.6% of the A-share circulating market value [1] Group 1: Margin Trading Data - The margin trading transaction amount on the same day was 191.166 billion yuan, down by 8.185 billion yuan from the previous trading day, representing 8.83% of the A-share transaction amount [1] - All 31 primary industries in Shenwan showed a net repayment status, with the non-ferrous metals industry having the highest net repayment amount of 2.052 billion yuan [1] Group 2: Individual Stock Performance - A total of 21 individual stocks had a net buying amount exceeding 100 million yuan, with Hunan Gold leading at a net buying amount of 404.146 million yuan [2] - Other notable stocks with significant net buying amounts include Hengtong Optic-Electric, Shenzhen South Circuit, Shuangliang Energy, Jiangfeng Electronics, Hongda Shares, Starlight Intelligent Drive, CITIC Securities, Zhongtung High-Tech, and Tianfu Communication [2]

每经AI快讯，2月9日，CPO概念盘中涨势扩大，天孚通信（300394）、光库科技（300620）20%涨停， 此前杰普特、安孚科技、长飞光纤（601869）涨停，炬光科技、蘅东光、太辰光（300570）、腾景科 技、长芯博创（300548）等多股涨超10%。 ...

Market Overview - The A-share market opened with all three major indices rising: the Shanghai Composite Index increased by 0.93%, the Shenzhen Component Index rose by 1.5%, and the ChiNext Index gained 1.95% [1] - The Hong Kong market also saw gains, with the Hang Seng Index opening at 26,982.49 points, up 422.54 points or 1.59%, and the Hang Seng Tech Index rising by 1.9% [2] Sector Performance - The leading sectors included computing hardware, photovoltaic equipment, cultural media, and precious metals, while traditional Chinese medicine, banking, and mining sectors experienced declines [2] - The film and cinema stocks surged, with Shanghai Film and Huanrui Century hitting the daily limit, and other companies like Hengdian Film and Jiechuan Shares also showing significant gains [3][4] Notable Stock Movements - Shanghai Film (601595) rose by 10.01% to 32.53, with a net inflow of 130 million [5] - Huanrui Century (000892) increased by 9.99% to 8.15, with a net inflow of 78.61 million [5] - Jiechuan Shares (300182) saw a rise of 9.20% to 6.41, with a net inflow of 126 million [5] - The short drama game concept stocks experienced a "limit-up" trend, with companies like Zhongwen Online (300364) and Haikan Shares (301262) reaching the daily limit [6][7] Photovoltaic Sector Insights - The photovoltaic equipment sector experienced a strong surge, with companies like Juhe Materials (688503) and GCL-Poly Energy (002506) hitting the daily limit [8][9] - The price of photovoltaic modules has been rising since the beginning of the year, with major companies adjusting their prices [9] - A report from Zhongyin Securities highlighted "anti-involution" and "space photovoltaic" as key investment themes for 2026, with optimism about domestic manufacturers' potential for overseas profits [10] AI and Computing Hardware Developments - Tianfu Communication's stock price reached a historical high of 283.33 yuan per share, reflecting a rise of over 11% [11] - The computing hardware sector, including optical modules, opened strongly, with companies like Zhaochi Shares (002429) hitting the daily limit [11] - Nvidia's CEO expressed optimism about AI development, indicating that AI infrastructure is still in its early stages, suggesting a long-term growth trajectory for the sector [11]

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09日消息，截止10:00，CPO概念板块大涨，天孚通信、罗博特科、安孚科技、新易盛等个股涨幅 居前。 ...