2月27日，三大指数涨跌不一，上证指数收涨0.39%，创业板指跌1.04%。 板块来看，稀有金属概念股掀涨停潮，钢铁、燃气、煤炭、电力、环保涨幅靠前，云计算、AI应用、算力租赁题材活跃。算力硬件、 半导体、商业航天概念股调整。 以沪指为例，本周4个交易日，虽然每天起起伏伏，但其最新收盘点位来到了4162.88点，既是本月的新高，也是今年的次高位——只比 1月12日的4165.29点略低。 而近期我们反复提到的万得全A、全A平均股价两大"全局性"指标，双双于今天创出阶段新高。 | F9 不复权 超级叠加 画线 工具 ⑤ | | 万得全A | | | | | 881001 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/10/10-2026/02/27(93日) | | 6942 40 | | | | +28.02 +0.41% | | | | | | | SSE 15:00:05 | | | | 沪深市场核心指数 / ■ + | | | | | 6944.52-> | | 全额 | | | | | | | 2. ...

各位朋友，我是帮主郑重，早盘是不是看着创业板跌了快1.5个点，就慌着要割肉离场了？先别着急动 手，听我跟你唠唠今天的行情，看完你就知道，现在到底该慌还是该稳。 最后跟大家总结一下，现在的行情，就是典型的指数分化，主线清晰，不用被指数的下跌吓住，也不用 看着别人的票涨就乱追，午后操作就记住几个核心：不追高位热点，低吸主线优质标的，控制好仓位， 别满仓冒进。 我是帮主郑重，一个做了20年财经记者的中长线投资者，关注我，下午收盘，我再跟大家梳理全天的行 情和三月的中长线布局思路，咱们收盘见。 首先，午后第一要务，绝对不要盲目追高，尤其是今天已经连续大涨的小金属、算力租赁，咱们做中长 线的，永远不要去赚最后一个铜板，你要是看着涨得好就脑子一热冲进去，很容易就接了短期的获利 盘，当天就被套，这种亏，我见过太多散户朋友吃了，真的是拍大腿都来不及，大家一定要管住手。 那机会在哪呢？咱们还是盯着两个核心主线，第一个，就是有真实业绩支撑的AI产业链，今天算力硬 件的回调，不是风险，反而是给了咱们低吸优质标的的机会，但是大家一定要记住，是有核心技术、有 真实订单、有业绩支撑的行业龙头，不是那些蹭热点的杂毛股，别瞎买。第二个，就是 ...

沪指报4139.53点，跌0.17%，深成指报14405.76点，跌0.68%，创业板指报3296.23点，跌1.46%。科创综 指跌0.52%。算力租赁板块走强，小金属、稀土永磁、电力、多元金融板块涨幅居前，光伏设备、煤炭 板块活跃；造纸、PCB概念、CPO、半导体芯片等板块下挫。（AI生成） ...

A股三大指数早盘集体下挫，截至午盘，沪指跌0.17%，深成指跌0.68%，创业板指跌1.46%，北证50指 数跌0.74%，沪深京三市半日成交额15966亿元，较上日缩量532亿元。全市场超2300只个股上涨。 板块 题材上，小金属、算力租赁、云计算、煤炭开采加工、跨境支付、钢铁、光伏设备、AI应用、旅游及 酒店板块涨幅居前；造纸、PCB、CPO、存储芯片、电池、光刻机、PET铜箔板块跌幅居前。盘面上， 受涨价催化影响，钨、稀土等稀有金属板块集体爆发，中钨高新、章源钨业、中稀有色多股创历史新 高。中国AI Token的调用量首超美国，反映云计算需求旺盛，算力租赁板块盘中大幅拉升，云天励飞、 城地香江多股收获涨停。太空光伏方向同样走高，钧达股份、双良节能双双封板，机构认为"算力上 天"已成共识。此外，煤炭、跨境支付、电力等板块均有异动。另一方面，隔夜英伟达创去年4月16日以 来最大单日跌幅，CPO、PCB等算力硬件股多数回调，新易盛、中际旭创、胜宏科技盘中跌超5%。 ...

CPO、能源金属、半导体板块跌幅居前。 09:30 算力概念股调整，特发信息接近跌停，长飞光纤、天孚通信、光库科技、长芯博创、罗博特科、 德科立等纷纷低开。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | HSI | 恒生指数 | 26447.05 c | 66.03 | 0.25% | | HSTECH 恒生科技 | | 5117.24 c | 7.91 | 0.15% | 09:23 央行公开市场开展2690亿元7天期逆回购操作，操作利率1.40%。Wind数据显示，今日无逆回购到 期。 09:16 人民币兑美元中间价报6.9228，较前一交易日持平。 沪指低开0.43%，深成指跌0.89%，创业板指跌1.23%。科创综指跌1.06%。CPO、光纤、能源金属、半 导体板块跌幅居前，旅游及酒店、港口航运板块小幅走高。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 上证指数 | | 4128.90 -17.73 -0.43% | | | | 3 ...

2月26日，A股三大指数涨跌不一。截至收盘，沪指跌0.01%，深成指涨0.19%，创业板指跌0.29%。科创 综指涨1.29%。 | 代码 名称 | | 现价 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 00001 上证指数 | 4146.63 | -0.60 | -0.01% | | 399001 深证成指 | | 14503.79 27.92 | 0.19% | | 881001 万得全A | | 6914.39 14.40 | 0.21% | | 000680 科创综指 | | 1843.20 23.48 | 1.29% | | 399006 创业板指 | 3344.98 | -9.84 -0.29% | | 盘面上，风电设备、CPO、PCB、半导体板块涨幅居前，影视院线、保险、房地产板块走低。 具体来看，CPO板块走高，明阳电路、聚飞光电、杰普特、鸿远电子等多股涨停。 | 代码 | 名称 | 涨幅� | 现价 | | --- | --- | --- | --- | | 300739 | 明阳电路 | +20.00% | 35.16 | | 300303 | 聚长光电 ...

2月26日早盘，A股三大指数涨跌不一，沪指微跌0.08%，沪深京三市半日成交额约1.65万亿元，较昨日半天放量超1100亿元。板 块题材上，CPO、光纤、铜缆高速连接、PCB、液冷服务器、电网设备、培育钻石、航空发动机板块涨幅居前，影视院线、保 险、房地产、汽车整车、环氧丙烷、短剧游戏、建筑材料、免税店板块跌幅居前；港股延续调整，医药、科技、非银金融板块跌 幅居前。 | 创业板大盘宽基:创业板ETF易方达 低费率 | | | 159915 | | --- | --- | --- | --- | | 跟踪创业板指数 | | | | | 该指数由创业板中市值大、 | 截至午间收盘 | 该指数 | 该指数自2010年 | | 流动性好的100只股票组成, | 该指数涨跌 | 滚动币盈率 | 发布以来估值分位 | | 战略新兴产业占比较高,电 | | | | | 力设备、通信、电子行业合 | -0. 4% | 43.6倍 | 43. 3% | | 计占比近60% | | | | | 科创板大盘宽基:科创50ETF易方达 佃费率 | | | 588080 | | 跟踪上证科创板50成份指数 | | | | | 该指数由 ...

2月24日，AI产业链方向震荡分化，集成电路、CPO板块活跃，云计算板块回调。截至收盘，中证人工智能主题指数上涨0.2%，中证科创创业人工智能指数 下跌0.4%，上证科创板人工智能指数下跌2.8%，人工智能ETF易方达（159819）全天净申购超7000万份。 中信证券研报称，预计算力板块2025年业绩将在CSP大厂Capex持续兑现、Token需求不断释放、产品能力不断提升等背景下持续景气增长；AI应用显现结构 性亮点，如AI金融科技、AI医疗、AI数据等领域表现突出，通用Agent应用亦韧性增长；板块整体盈利有望明显改善。展望2026年，算力景气有望持续、AI 应用迎拐点机遇。 | | | 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

Market Performance - On February 24, A-shares saw all three major indices rise by over 1%, with more than 4,200 stocks gaining [1] - The Shanghai Composite Index increased by 1.17% to 4,129.78 points, the Shenzhen Component Index rose by 1.82%, and the ChiNext Index climbed by 1.76% [2] - The total trading volume for A-shares reached 1.52 trillion yuan, with a predicted increase to 2.35 trillion yuan, up by 354.2 billion yuan [2] Sector Performance - Resource stocks, particularly oil and gas, led the market rally, with significant gains in companies like Tongyuan Petroleum and CNOOC Services, among others [2] - AI-related stocks experienced a substantial pullback, with companies like Seedance and DeepSeek seeing declines [4] - The film and cinema sector faced a sharp decline, with major players like Light Media and China Film hitting their daily limit down [4] Hardware and Technology - Demand driven by AI has led to strong performance in computing hardware stocks, with companies like Longfly Fiber achieving new historical highs [3] - Other notable gainers in the computing hardware sector included Tianfu Communication and Zhongji Xuchuang [3] Overall Market Sentiment - The market sentiment was influenced by concerns over Trump's tariff policies and escalating tensions in the Middle East, contributing to the rise in resource cycle stocks [2]

Market Overview - On the first trading day of the Year of the Horse, major A-share indices collectively rose, with the Shanghai Composite Index up by 1.17%, Shenzhen Component Index up by 1.82%, and ChiNext Index up by 1.76% [2] - The trading volume in the Shanghai and Shenzhen markets reached 15,210 billion yuan, an increase of 3,074 billion yuan compared to the previous trading day [2] - Over 4,200 stocks in the market experienced gains [2] Resource and Technology Stocks - Resource cyclical stocks, including oil, natural gas, gold, and chemicals, saw significant increases, with companies like Zhongman Petroleum and Hunan Silver hitting the daily limit [2] - AI-driven demand led to a surge in stocks related to optical fibers, CPO, PCB, and MLCC, with Longfei Optical Fiber hitting the daily limit and reaching a historical high [2] - The glass fiber sector was notably active, with Shandong Glass Fiber hitting the daily limit within two minutes of opening [5][6] Glass Fiber Sector - On February 24, multiple glass fiber stocks surged, with International Composite hitting the daily limit with a 20% increase, setting a new historical high [6] - Shandong Glass Fiber opened with a rapid increase, and other companies like Changhai Co., China Jushi, Honghe Technology, and China National Materials also saw significant gains [6] - Due to a shortage of specialty glass fiber cloth, manufacturers are adjusting their product structures, leading to a supply gap in traditional electronic cloth [9] MLCC Sector - The MLCC sector experienced a collective rise, with Fenghua High-Tech hitting the daily limit and Dali Kaipu reaching a "20cm" limit [10] - The demand for high-end MLCCs surged due to increased orders from AI server needs, with Murata Manufacturing facing capacity shortages [10] - TrendForce reported that major manufacturers like Murata, Samsung Electro-Mechanics, and Taiyo Yuden are operating at over 80% capacity due to high demand [10][11] Film Industry - The film sector saw a collective decline, with major companies like Light Media and Bona Film Group hitting the daily limit down [12][13] - The 2026 Spring Festival box office revenue dropped significantly, with a total of 5.752 billion yuan, and the average ticket price decreased by 6% year-on-year [17] - Despite a record number of screenings, the overall attendance rate was only 22.5%, indicating a mismatch between supply and demand in the film market [17]