专题：资本市场蛇年盘点：创业板涨近60% 专题：资本市场蛇年盘点：创业板涨近60% 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13日消息，A股市场农历乙巳蛇年（2025年1月29日—2026年2月16日）十大人气股出炉，数据显 示，光模块龙头中际旭创全年总成交金额高达3.04万亿元居首，新易盛、东方财富分列第二、三位，总 成交额均超2万亿元。 2月13日消息，A股市场农历乙巳蛇年（2025年1月29日—2026年2月16日）十大人气股出炉，数据显 示，光模块龙头中际旭创全年总成交金额高达3.04万亿元居首，新易盛、东方财富分列第二、三位，总 成交额均超2万亿元。 如何抓住黄金波段机会？聪明钱的选择，黄金+股票一键搞定>> 如何抓住黄金波段机会？聪明钱的选择，黄金+股票一键搞定>> 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：常福强 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！ 新浪声明：此消息系转载自新浪合作 ...

-今日A股共有13只个股换手率超过30%； -大位科技、C林平、荣信文化等个股换手率居前； 【主力资金】 -主力资金今日净流入电子、银行、交通运输、汽车、家用电器、钢铁、农林牧渔等板块，净流出电力 设备、有色金属、传媒、计算机、机械设备、通信、医药生物等板块； -蓝色光标、中际旭创、协鑫集成、新易盛、信维通信资金净流出规模居前，分别净流出32.94亿元、 27.41亿元、26.37亿元、25.99亿元、21.11亿元。 【振幅大】 -今日A股共有6只个股振幅超过20%； -视声智能、易天股份、*ST云创等个股振幅居前； 【换手率高】 -东山精密、深科技、华胜天成、阳光电源、C电科资金净流入规模居前，分别净流入19.48亿元、18.57 亿元、16.44亿元、14.29亿元、14.27亿元； (本文来自第一财经) ...

Group 1 - As of February 12, the A-share margin financing balance reached 26,456.02 billion yuan, an increase of 1.17 billion yuan from the previous trading day, accounting for 2.54% of the A-share circulating market value [1] - The margin trading volume on the same day was 2,161.58 billion yuan, which is an increase of 35.52 billion yuan from the previous trading day, representing 10% of the total A-share trading volume [1] - Among the 31 primary industries, 12 experienced net financing inflows, with the electronics industry leading at a net inflow of 759 million yuan [1] Group 2 - A total of 43 stocks had net financing inflows exceeding 100 million yuan, with Liou Co., Ltd. leading at a net inflow of 557 million yuan [2] - Other notable stocks with significant net financing inflows include Zhaoyi Innovation, Lanke Technology, Chip Origin, Kunlun Wanwei, New Yisheng, Jinkai New Energy, Shengtun Mining, Cambricon, and Zijin Mining [2] - According to Guotai Haitong Securities, the price increase of traditional fiberglass electronic cloth has accelerated since February, indicating a tightening supply and rising demand due to AI electronic cloth [2]

来源：新浪基金∞工作室 2月13日，沪深300ETF嘉实（159919）开盘跌0.22%，报4.918元。沪深300ETF嘉实（159919）重仓股方 面，宁德时代开盘跌0.07%，贵州茅台涨0.00%，中国平安跌0.59%，中际旭创跌0.66%，紫金矿业跌 3.75%，招商银行跌0.10%，新易盛跌1.02%，美的集团跌0.36%，兴业银行涨0.05%，长江电力涨 0.04%。 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。 沪深300ETF嘉实（159919）业绩比较基准为沪深300指数，管理人为嘉实基金管理有限公司，基金经理 为刘珈吟，成立（2012-05-07）以来回报为129.33%，近一个月回报为-1.31%。 ...

从融资净买入金额来看，有43只个股获融资净买入超亿元。其中，利欧股份、兆易创新、澜起科技融资 净买入金额排名前三，分别获净买入5.57亿元、4.94亿元、4.05亿元。 从融资买入额占当日总成交金额比重来看，有3只个股融资买入额占比超30%。其中金开新能、深圳机 场、众鑫股份融资买入额占成交额比重排名前三，分别为62.85%、41.2%、34.89%。 Wind数据显示，A股2月12日共有3775只个股获融资资金买入，有451股买入金额超亿元。其中，新易 盛、天孚通信、中际旭创融资买入金额排名前三，分别获买入26.12亿元、17.29亿元、16.35亿元。 ...

Investment Rating - The report maintains a "Recommended" rating for Pengding Holdings (002938) with a target PE of 30x for 2025E and 24x for 2026E, while other companies like Shenghong Technology (300476) and Shengyi Technology (600183) do not have a specific rating [3]. Core Insights - North American cloud vendors are experiencing a significant increase in capital expenditures, driven by AI demand, with total capital expenditures projected to rise from approximately $160 billion to about $450 billion from 2023 to 2025, indicating a strong alignment between capital expenditure growth and AI computing demand [9][25]. - The NPO (Near-Photonics Optics) and CPO (Co-Packaged Optics) technologies are gaining traction in the industry, providing substantial growth opportunities for domestic optical communication companies [31][46]. - The report emphasizes the importance of scalable optical modules in future cloud infrastructure, with NPO currently favored by domestic cloud vendors due to its advantages in interconnect density and cost [34][36]. Summary by Sections North American Cloud Vendors' Financial Performance - Microsoft reported Q4 FY26 revenue of $81.273 billion, a year-over-year increase of 16.72%, with a net profit of $38.458 billion, up 59.52% [12]. - Google achieved Q4 FY25 revenue of $113.828 billion, a 17.99% increase year-over-year, with a net profit of $34.455 billion, up 29.84% [16]. - Amazon's Q4 FY25 revenue reached $213.386 billion, a 13.62% increase year-over-year, with a net profit of $2.1192 billion, up 5.93% [20]. - Meta's Q4 FY25 revenue was $59.893 billion, a 23.78% increase year-over-year, with a net profit of $22.768 billion, up 9.26% [21]. Capital Expenditure Outlook for 2026 - Google is expected to have a capital expenditure of $175-185 billion in 2026, representing a year-over-year increase of 97% [25]. - Meta's capital expenditure is projected to be in the range of $115-135 billion for 2026, indicating a 77% increase year-over-year [27]. - Amazon's capital expenditure for 2026 is estimated at around $200 billion, a 50% increase from previous estimates [20]. NPO and CPO Technology Developments - NPO technology is gaining popularity among cloud vendors due to its high interconnect density and cost-effectiveness, making it suitable for distributed scale-up networks [34][36]. - CPO technology, which integrates optical engines and switching chips, is being actively promoted by NVIDIA and is expected to replace traditional pluggable optical modules in the future [37][42]. - The report highlights the significant development space for domestic optical communication companies driven by the advancements in NPO and CPO technologies [31][46].

Group 1 - The AI computing power sector is experiencing a strong resurgence, with the "Computing Power ETF" Yuntianfu (159273) rising by 1.5% and trading volume exceeding 13 million yuan in a single session [1] - Over the past 20 days, the fund has attracted over 160 million yuan, indicating sustained investor interest [1] - Major companies in the cloud computing ETF index have shown mixed performance, with notable gains from companies like UCloud and Wangsu Technology, while Tencent Holdings and Alibaba experienced slight declines [4][5] Group 2 - The recent rumors regarding CSP orders bypassing Zhongji Xuchuang have been refuted, clarifying that the business model remains unchanged and CSP clients will continue to order directly from the company [3] - The launch of the "Spring Festival 3 billion free order" campaign by Qianwen App led to a surge in user engagement, resulting in system overload and highlighting the current shortage of computing power resources [6] - Major tech companies, including Alibaba, Tencent, and ByteDance, are expected to invest heavily in AI during the Spring Festival, with a total of 4.5 billion yuan allocated for competition in AI traffic [7] Group 3 - The global demand for AI computing power is driving significant capital expenditures from major cloud providers, with North American firms projected to increase their capital spending by 67.06% to 372.55 billion dollars in 2025 [11] - This trend is expected to benefit domestic computing power suppliers, as the demand for AI-related hardware and infrastructure continues to grow [11] - The overall industry is witnessing a structural shift, with high-growth areas such as AI chips and optical communication experiencing strong demand, while general manufacturing sectors are also benefiting from the changes [8]

Group 1 - The main stocks with significant capital outflows include Xinyi Technology (-8.52 billion), Zhongji Xuchuang (-7.46 billion), and Shenghong Technology (-7.05 billion) [1] - Other notable stocks with capital outflows are Light Media (-6.74 billion), China Duty Free Group (-5.71 billion), and Zhongwen Online (-5.64 billion) [1] - Guizhou Moutai experienced a capital outflow of -5.61 billion, while Aerospace Electronics saw -5.46 billion [1] Group 2 - The stock performance shows that Xinyi Technology had a decline of -0.31%, and Zhongji Xuchuang decreased by -0.17% [2] - Light Media faced a significant drop of -10.8%, while Zhongwen Online fell by -6.91% [2] - Guizhou Moutai's stock decreased by -1.42%, and Aerospace Electronics dropped by -2.33% [2] Group 3 - Other companies with notable capital outflows include Agricultural Bank (-4.80 billion) and China Satellite (-4.79 billion) [3] - Industrial Fulian had a slight decline of -0.24%, while Xian Dao Intelligent saw a minimal change of -0.05% [3] - The overall trend indicates a significant capital outflow from various sectors, including telecommunications, media, and banking [1][2][3]

2026年2月9日，A股市场出现了一道奇观。 CPO概念板块午盘涨幅直接冲到了9.6%，接近涨停。 这可不是一两只股票在涨，而是整个板块都在狂飙。 天孚 通信的股价一度逼近20厘米的涨停板，最后收盘时创下了公司上市以来的历史最高价。 新易盛大涨超过7%，中际旭创涨了近5%。 光库科技、蘅东光这些 股票，涨幅全都在10%以上。 整个板块红得发紫，持有这些股票的超过一百万散户投资者，情绪彻底被点燃了。 市场突然这么火爆，直接原因是前一天晚上，CPO产业链上的主要公司，扎堆发布了2025年的全年业绩预告。 这些预告里的数字，一个比一个吓人，彻底坐实了市场对于AI算力需求的猜想。 新易盛预计2025年能赚94亿到99亿元，相比去年增长了231%到248%。 也就是说，它的利润在一年之内，翻了接近两倍半。 这种增长速度，在体量已经不小的上市公司里，极其罕见。 另一家龙头中际旭创，预告的净利润规模更大，在98亿到118亿元之间，同比增长89%到128%。 接近百亿的利润规模，让它成为了行业里绝对的巨无霸。 更关键的是，如果扣除掉给员工股权激励的费用，它光模块核心业务的净利润实际在108亿到131亿，增速更快。 这说明它的 ...

提桶跑路的资金很多，包括我，哈哈哈，半仓过年吧！ 盘盘今天的几个热点，一个是长征十号甲海上溅落圆满成功！ 卖方点评， 海上溅落试验是完成网系回收最难、最关键的环节，需要多台并联发动机、箭体姿态等的精确控制。 此前朱雀3号及长征12甲均 验证过10km垂直起降回收，此次验证为技术难度更高、更接近实战的非垂直方案首次突破试验成功象征着箭体控制的重大突破，为低轨卫星 主力回收型号一CZ10B打下关键技术基础，无论对于海上网系回收，还是后续的陆地着陆腿回收都有重大意义。 同时，梦舟载人飞船系统最大动压逃逸飞行试验也取得成功，标志着我国载人月球探测工程研制工作取得重要阶段性突破。 A股复盘 | 又是没有段子的一天 / 2026.02.11 第二个热点是蚂蚁阿福送新用户16.8元红包，啊啊啊，真是太慷慨了！ 群友纷纷反映这几天"同花顺手游太无聊"，量能都缩减到两万亿了，只能去各个平台抢红包！ 今年这春节红包活动太丰富了，元宝、千问、豆包、文心、蚂蚁阿福、UC浏览器，每个都要打卡签到、分享、做活动、下载注册。 一分一毫都要补仓！！ 第三个就是血包再次上线！不展开说了，怕被删 讲讲盘面，今天玻纤涨得很好啊。应该是台耀科技停产 ...