数据表管理 - 涨停股票

编号	涨停原因	问财原因	板块逻辑	日线数据
41474	国际原油期货暴跌	涨停揭秘：主基地位于上海浦东/虹桥双机场，受益长三角出行回暖及国际航班时刻资源倾斜；涨停缘由：上海口岸出入境客流恢复领先全国；免税牌照协同效应明确；控股股东东航集团推进专业化整合预期升温；资金逻辑：沪股通持股比例连续两季度提升，游资借势板块热度参与短线博弈，换手率阶段性放大；风险提示：2025年扣非净利润同比仅增1.75%，主业盈利质量改善尚需时间验证，汇兑损失存在不确定性	三大国有骨干航空运输集团之一，主基地位于上海浦东、虹桥	2026-03-17\|4.74\|1.28\|4.67\|4.88\|4.66\|3760162;2026-03-18\|4.68\|-1.27\|4.79\|4.81\|4.64\|1997027;2026-03-19\|4.41\|-5.77\|4.60\|4.60\|4.39\|2720284;2026-03-20\|4.33\|-1.81\|4.48\|4.54\|4.31\|1882072;2026-03-23\|4.03\|-6.93\|4.24\|4.26\|4.02\|3190341;2026-03-24\|4.18\|3.72\|4.16\|4.24\|4.11\|2755932;2026-03-25\|4.38\|4.78\|4.33\|4.45\|4.31\|3304001;2026-03-26\|4.31\|-1.60\|4.34\|4.49\|4.27\|2357179;2026-03-27\|4.35\|0.93\|4.27\|4.43\|4.26\|1672322;2026-03-30\|4.35\|0.00\|4.23\|4.39\|4.19\|1761071;2026-03-31\|4.25\|-2.30\|4.35\|4.43\|4.25\|1558214;2026-04-01\|4.54\|6.82\|4.45\|4.60\|4.37\|3088514;2026-04-02\|4.37\|-3.74\|4.46\|4.49\|4.28\|2401009;2026-04-03\|4.29\|-1.83\|4.34\|4.36\|4.23\|1566755;2026-04-07\|4.24\|-1.17\|4.25\|4.28\|4.19\|1128821;2026-04-08\|4.66\|9.91\|4.58\|4.66\|4.57\|2341324;2026-04-09\|4.61\|-1.07\|4.53\|4.71\|4.53\|2836451;2026-04-10\|4.45\|-3.47\|4.64\|4.73\|4.44\|2573744;2026-04-13\|4.42\|-0.67\|4.34\|4.43\|4.33\|1603796;2026-04-14\|4.42\|0.00\|4.49\|4.53\|4.33\|2065043;2026-04-15\|4.42\|0.00\|4.54\|4.62\|4.39\|3083431;2026-04-16\|4.42\|0.00\|4.44\|4.50\|4.40\|2135054;2026-04-17\|4.41\|-0.23\|4.40\|4.43\|4.36\|1827157;2026-04-20\|4.59\|4.08\|4.41\|4.62\|4.39\|3432203;2026-04-21\|4.63\|0.87\|4.52\|4.67\|4.51\|2217707;2026-04-22\|4.59\|-0.86\|4.58\|4.64\|4.53\|1497930;2026-04-23\|4.46\|-2.83\|4.55\|4.56\|4.41\|1787097;2026-04-24\|4.42\|-0.90\|4.41\|4.47\|4.39\|1238335;2026-04-27\|4.36\|-1.36\|4.38\|4.40\|4.29\|1418087;2026-04-28\|4.32\|-0.92\|4.33\|4.35\|4.28\|1318960;2026-04-29\|4.36\|0.93\|4.30\|4.37\|4.27\|1177820;2026-04-30\|4.32\|-0.92\|4.35\|4.40\|4.26\|2547312;2026-05-06\|4.42\|2.31\|4.37\|4.48\|4.32\|2600062;2026-05-07\|4.53\|2.49\|4.60\|4.70\|4.46\|3057124;2026-05-08\|4.61\|1.77\|4.47\|4.69\|4.45\|3234241;2026-05-11\|4.52\|-1.95\|4.52\|4.56\|4.48\|1924973;2026-05-12\|4.44\|-1.77\|4.51\|4.57\|4.41\|2036994;2026-05-13\|4.51\|1.58\|4.42\|4.51\|4.37\|1872420;2026-05-14\|4.34\|-3.77\|4.49\|4.51\|4.34\|1680373;2026-05-15\|4.13\|-4.84\|4.33\|4.34\|4.10\|3101599;2026-05-18\|4.06\|-1.69\|4.06\|4.07\|3.99\|2178110;2026-05-19\|4.15\|2.22\|4.07\|4.16\|4.06\|1728376;2026-05-20\|4.12\|-0.72\|4.11\|4.12\|4.04\|1401589;2026-05-21\|4.21\|2.18\|4.22\|4.37\|4.17\|2996361;2026-05-22\|4.14\|-1.66\|4.23\|4.23\|4.11\|1876026;2026-05-25\|4.40\|6.28\|4.30\|4.53\|4.29\|3852733;2026-05-26\|4.44\|0.91\|4.36\|4.51\|4.36\|2682683;2026-05-27\|4.31\|-2.93\|4.40\|4.42\|4.28\|2400140;2026-05-28\|4.28\|-0.70\|4.34\|4.43\|4.24\|1974677;2026-05-29\|4.39\|2.57\|4.36\|4.54\|4.35\|3038911;2026-06-01\|4.28\|-2.51\|4.31\|4.36\|4.20\|2214900;2026-06-02\|4.17\|-2.57\|4.21\|4.24\|4.13\|2688137;2026-06-03\|4.01\|-3.84\|4.10\|4.14\|4.00\|2870701;2026-06-04\|3.97\|-1.00\|4.01\|4.04\|3.95\|2466067;2026-06-05\|3.96\|-0.25\|4.01\|4.07\|3.92\|2389433;2026-06-08\|3.75\|-5.30\|3.84\|3.84\|3.71\|3011559;2026-06-09\|3.81\|1.60\|3.78\|3.85\|3.75\|2219208;2026-06-10\|3.83\|0.52\|3.76\|3.84\|3.75\|1793866;2026-06-11\|3.70\|-3.39\|3.75\|3.75\|3.66\|1938831;2026-06-12\|3.90\|5.41\|3.83\|3.93\|3.82\|3193687;2026-06-15\|4.12\|5.64\|4.14\|4.27\|4.08\|4171371;2026-06-16\|4.03\|-2.18\|4.11\|4.12\|4.01\|2480461;2026-06-17\|4.08\|1.24\|4.12\|4.13\|4.02\|2410998;2026-06-18\|3.92\|-3.92\|4.05\|4.10\|3.90\|2541586;2026-06-22\|3.92\|0.00\|3.84\|3.94\|3.75\|2881018;2026-06-23\|3.83\|-2.30\|3.91\|3.96\|3.81\|1875819;2026-06-24\|3.88\|1.31\|3.84\|3.98\|3.78\|2228646;2026-06-25\|4.15\|6.96\|3.99\|4.24\|3.98\|4668164;2026-06-26\|4.05\|-2.41\|4.09\|4.14\|4.05\|2483815;2026-06-29\|3.95\|-2.47\|4.01\|4.05\|3.88\|2124590;2026-06-30\|3.81\|-3.54\|3.92\|3.93\|3.76\|3168746;2026-07-01\|3.93\|3.15\|3.79\|3.96\|3.74\|2580209;2026-07-02\|3.86\|-1.78\|3.98\|4.00\|3.84\|2270768;2026-07-03\|3.80\|-1.55\|3.86\|3.90\|3.78\|2166833;2026-07-06\|3.85\|1.32\|3.80\|3.89\|3.77\|2347772;2026-07-07\|3.74\|-2.86\|3.81\|3.83\|3.72\|2478601;2026-07-08\|3.67\|-1.87\|3.67\|3.71\|3.62\|2237215;2026-07-09\|3.61\|-1.63\|3.61\|3.63\|3.54\|2425681;2026-07-10\|3.66\|1.39\|3.61\|3.70\|3.58\|1698344;2026-07-13\|3.56\|-2.73\|3.58\|3.60\|3.52\|2024041;2026-07-14\|3.60\|1.12\|3.49\|3.60\|3.47\|1556013;2026-07-15\|3.62\|0.56\|3.54\|3.64\|3.53\|1828656;2026-07-16\|3.57\|-1.38\|3.59\|3.61\|3.54\|1453418;2026-07-17\|3.51\|-1.68\|3.54\|3.59\|3.47\|1936697;2026-07-20\|3.52\|0.28\|3.46\|3.53\|3.46\|1777733;2026-07-21\|3.57\|1.42\|3.51\|3.60\|3.51\|2016182;2026-07-22\|3.59\|0.56\|3.54\|3.60\|3.52\|1552246;2026-07-23\|3.66\|1.95\|3.57\|3.67\|3.55\|1532179;2026-07-24\|3.54\|-3.28\|3.62\|3.64\|3.53\|1372578
41473	国际原油期货暴跌	支线航空+C909主力机型+一季报增长行业原因：国际原油价格持续下挫，美国WTI原油期货跌破70美元/桶整数关口，创3月2日以来新低，回落至伊朗战事爆发前水平。公司原因： 1、据2026年4月27日年报，公司是国内支线航空领先者，独飞航线占比90%，航线网络覆盖全国44%的支线航点，形成差异化竞争优势。 2、据2026年5月11日互动易，C909机型将是公司未来新的主力支线机型，公司将持续加大C909配套能力建设，提升飞机利用率。 3、据2026年4月27日公告，公司2026年一季报实现归母净利润1.34亿元，同比增长63.51%。	国内唯一一家规模化的独立支线航空公司，支线航点占全部国内支线机场比例达42%	2026-03-17\|9.02\|-0.44\|9.13\|9.29\|9.02\|166650;2026-03-18\|9.08\|0.67\|9.15\|9.24\|8.99\|204944;2026-03-19\|8.55\|-5.84\|8.88\|8.89\|8.50\|329479;2026-03-20\|8.33\|-2.57\|8.67\|8.72\|8.31\|355729;2026-03-23\|7.61\|-8.64\|8.09\|8.18\|7.50\|620323;2026-03-24\|7.83\|2.89\|7.85\|8.04\|7.61\|578894;2026-03-25\|8.11\|3.58\|8.12\|8.33\|7.95\|658952;2026-03-26\|8.03\|-0.99\|8.03\|8.20\|7.93\|346637;2026-03-27\|8.05\|0.25\|7.91\|8.14\|7.87\|245635;2026-03-30\|7.98\|-0.87\|7.78\|8.01\|7.75\|277346;2026-03-31\|7.84\|-1.75\|7.97\|8.08\|7.82\|249768;2026-04-01\|8.26\|5.36\|8.18\|8.40\|8.03\|399715;2026-04-02\|8.05\|-2.54\|8.13\|8.24\|7.91\|348198;2026-04-03\|7.88\|-2.11\|8.08\|8.09\|7.83\|185482;2026-04-07\|7.80\|-1.02\|7.82\|7.85\|7.75\|180556;2026-04-08\|8.58\|10.00\|8.53\|8.58\|8.53\|175828;2026-04-09\|8.57\|-0.12\|8.29\|8.71\|8.18\|716632;2026-04-10\|8.55\|-0.23\|8.56\|8.60\|8.43\|407966;2026-04-13\|8.44\|-1.29\|8.40\|8.52\|8.35\|278562;2026-04-14\|8.50\|0.71\|8.59\|8.64\|8.32\|259766;2026-04-15\|8.50\|0.00\|8.75\|8.93\|8.47\|332810;2026-04-16\|8.54\|0.47\|8.56\|8.59\|8.46\|202308;2026-04-17\|8.45\|-1.05\|8.52\|8.53\|8.39\|175362;2026-04-20\|8.65\|2.37\|8.48\|8.67\|8.38\|301357;2026-04-21\|8.67\|0.23\|8.61\|8.78\|8.58\|215285;2026-04-22\|8.65\|-0.23\|8.52\|8.69\|8.45\|180731;2026-04-23\|8.54\|-1.27\|8.58\|8.62\|8.43\|170422;2026-04-24\|8.51\|-0.35\|8.45\|8.56\|8.39\|145102;2026-04-27\|8.19\|-3.76\|8.50\|8.51\|8.18\|246229;2026-04-28\|7.92\|-3.30\|8.12\|8.15\|7.84\|284210;2026-04-29\|8.02\|1.26\|7.83\|8.03\|7.81\|190966;2026-04-30\|7.92\|-1.25\|7.95\|8.06\|7.83\|220915;2026-05-06\|7.94\|0.25\|7.98\|8.15\|7.83\|347258;2026-05-07\|8.28\|4.28\|8.37\|8.48\|8.13\|521941;2026-05-08\|8.39\|1.33\|8.15\|8.55\|8.06\|395859;2026-05-11\|8.10\|-3.46\|8.25\|8.27\|8.02\|403506;2026-05-12\|8.16\|0.74\|8.09\|8.24\|7.98\|335181;2026-05-13\|8.22\|0.74\|8.09\|8.32\|8.09\|294834;2026-05-14\|7.99\|-2.80\|8.25\|8.30\|7.97\|245490;2026-05-15\|7.74\|-3.13\|7.95\|7.98\|7.67\|290501;2026-05-18\|7.41\|-4.26\|7.62\|7.63\|7.35\|269973;2026-05-19\|7.49\|1.08\|7.44\|7.57\|7.35\|238628;2026-05-20\|7.30\|-2.54\|7.38\|7.42\|7.11\|325869;2026-05-21\|7.37\|0.96\|7.57\|7.61\|7.34\|397186;2026-05-22\|7.18\|-2.58\|7.37\|7.40\|7.14\|374877;2026-05-25\|7.73\|7.66\|7.47\|7.90\|7.40\|831152;2026-05-26\|7.87\|1.81\|7.74\|8.11\|7.70\|755977;2026-05-27\|7.79\|-1.02\|7.83\|7.98\|7.75\|347718;2026-05-28\|7.66\|-1.67\|8.00\|8.05\|7.57\|402866;2026-05-29\|7.90\|3.13\|7.93\|8.25\|7.84\|616599;2026-06-01\|7.71\|-2.41\|7.77\|7.82\|7.47\|409254;2026-06-02\|7.61\|-1.30\|7.66\|7.66\|7.42\|527834;2026-06-03\|7.24\|-4.86\|7.41\|7.44\|7.20\|560308;2026-06-04\|7.37\|1.80\|7.24\|7.46\|7.23\|410706;2026-06-05\|7.25\|-1.63\|7.45\|7.66\|7.21\|419785;2026-06-08\|6.59\|-9.10\|7.00\|7.00\|6.54\|700845;2026-06-09\|6.78\|2.88\|6.72\|6.79\|6.56\|421840;2026-06-10\|6.80\|0.29\|6.68\|6.82\|6.64\|309865;2026-06-11\|6.56\|-3.53\|6.50\|6.57\|6.41\|333000;2026-06-12\|7.00\|6.71\|6.99\|7.11\|6.83\|577495;2026-06-15\|7.29\|4.14\|7.43\|7.58\|7.24\|574752;2026-06-16\|7.17\|-1.65\|7.23\|7.39\|7.14\|314648;2026-06-17\|7.40\|3.21\|7.40\|7.50\|7.16\|470868;2026-06-18\|7.14\|-3.51\|7.30\|7.35\|7.02\|292630;2026-06-22\|7.12\|-0.28\|7.00\|7.13\|6.82\|279926;2026-06-23\|6.95\|-2.39\|7.03\|7.24\|6.95\|264628;2026-06-24\|7.18\|3.31\|6.99\|7.38\|6.93\|407182;2026-06-25\|7.90\|10.03\|7.31\|7.90\|7.30\|687427;2026-06-26\|7.64\|-3.29\|7.77\|7.96\|7.64\|570286;2026-06-29\|7.44\|-2.62\|7.64\|7.70\|7.30\|429797;2026-06-30\|6.99\|-6.05\|7.40\|7.43\|6.91\|591318;2026-07-01\|7.29\|4.29\|6.90\|7.36\|6.81\|559595;2026-07-02\|7.11\|-2.47\|7.46\|7.59\|7.08\|466750;2026-07-03\|6.97\|-1.97\|7.14\|7.20\|6.89\|426484;2026-07-06\|7.04\|1.00\|7.00\|7.18\|6.93\|416570;2026-07-07\|6.76\|-3.98\|6.99\|7.03\|6.75\|353653;2026-07-08\|6.59\|-2.51\|6.60\|6.75\|6.52\|375625;2026-07-09\|6.39\|-3.03\|6.40\|6.48\|6.31\|346585;2026-07-10\|6.46\|1.10\|6.42\|6.50\|6.29\|338948;2026-07-13\|6.13\|-5.11\|6.25\|6.26\|6.08\|340639;2026-07-14\|6.14\|0.16\|5.97\|6.16\|5.92\|247604;2026-07-15\|6.17\|0.49\|6.07\|6.18\|6.01\|308459;2026-07-16\|6.12\|-0.81\|6.09\|6.19\|6.05\|255343;2026-07-17\|6.01\|-1.80\|6.05\|6.14\|6.00\|327084;2026-07-20\|6.03\|0.33\|5.92\|6.07\|5.92\|290969;2026-07-21\|6.09\|0.99\|6.05\|6.15\|6.01\|298842;2026-07-22\|6.08\|-0.16\|5.93\|6.11\|5.92\|272308;2026-07-23\|6.26\|2.96\|6.05\|6.27\|6.02\|354423;2026-07-24\|6.08\|-2.88\|6.14\|6.27\|6.06\|269950
41472	工信部：推动全光交换等技术向产业园区用户侧延伸	CPO+1.6T光引擎+算力行业原因： 1、近日亚马逊、谷歌、微软等北美大厂最新财报中纷纷大幅上调资本开支。 2、英伟达CEO黄仁勋2月6日发声，试图向市场说明这些巨额开支是合理且可持续的，英伟达上周五单日大涨7.87%。公司原因： 1、据2026年2月4日互动易，公司CPO配套新产品进展正常，正与客户紧密配合持续推进。 2、据2025年11月27日机构调研，公司800G及1.6T高速光引擎已量产交付，绑定头部光模块客户。 3、据2026年1月21日业绩预告，2025年净利润预增40-60%至18.81-21.5亿元，主因AI及全球数据中心建设带动高速光器件需求。	公司基于EML的单波200G光发射器件已经小批量供应，开始研发高密度多通道阵列FA及外置光源发射器件	2026-03-17\|280.00\|-10.02\|288.00\|289.35\|277.17\|532355;2026-03-18\|303.30\|8.32\|293.99\|304.84\|293.00\|460771;2026-03-19\|307.99\|1.55\|305.57\|316.60\|301.00\|321089;2026-03-20\|312.00\|1.30\|335.00\|336.63\|312.00\|400797;2026-03-23\|298.49\|-4.33\|300.06\|309.00\|295.62\|274295;2026-03-24\|298.71\|0.07\|298.49\|308.88\|290.50\|308548;2026-03-25\|318.10\|6.49\|313.00\|331.50\|312.18\|383149;2026-03-26\|325.00\|2.17\|318.17\|339.00\|316.79\|401077;2026-03-27\|317.60\|-2.28\|311.00\|325.85\|302.25\|288743;2026-03-30\|316.81\|-0.25\|314.16\|322.00\|308.00\|231079;2026-03-31\|301.60\|-4.80\|308.60\|316.00\|298.22\|270576;2026-04-01\|333.33\|10.52\|316.67\|334.88\|312.89\|421999;2026-04-02\|322.80\|-3.16\|329.11\|336.05\|320.00\|281924;2026-04-03\|333.86\|3.43\|337.68\|344.40\|333.60\|319238;2026-04-07\|317.36\|-4.94\|334.02\|336.83\|314.85\|329008;2026-04-08\|337.00\|6.19\|330.00\|339.33\|320.00\|464132;2026-04-09\|346.90\|2.94\|337.02\|359.71\|331.13\|484902;2026-04-10\|358.90\|3.46\|346.90\|365.05\|341.40\|485053;2026-04-13\|351.00\|-2.20\|354.00\|357.29\|341.00\|374618;2026-04-14\|345.84\|-1.47\|352.30\|363.00\|343.80\|447787;2026-04-15\|330.66\|-4.39\|345.84\|347.99\|327.50\|415124;2026-04-16\|355.57\|7.53\|328.00\|359.77\|325.65\|485741;2026-04-17\|379.28\|6.67\|361.89\|383.66\|360.14\|456069;2026-04-20\|374.50\|-1.26\|376.16\|388.00\|367.01\|404531;2026-04-21\|353.00\|-5.74\|345.03\|370.89\|345.00\|551996;2026-04-22\|375.41\|6.35\|346.65\|380.50\|342.00\|519330;2026-04-23\|350.09\|-6.74\|375.60\|378.00\|343.50\|557550;2026-04-24\|323.87\|-7.49\|342.32\|346.07\|316.30\|551411;2026-04-27\|322.25\|-0.50\|325.00\|332.99\|317.90\|358152;2026-04-28\|309.80\|-3.86\|321.12\|321.64\|307.80\|345652;2026-04-29\|311.09\|0.42\|305.00\|317.50\|305.00\|254082;2026-04-30\|307.50\|-1.15\|312.87\|314.90\|305.00\|235989;2026-05-06\|316.16\|2.82\|312.85\|336.58\|311.00\|540668;2026-05-07\|328.14\|3.79\|322.00\|331.00\|305.00\|581696;2026-05-08\|326.30\|-0.56\|321.14\|335.13\|320.00\|356609;2026-05-11\|331.92\|1.72\|333.33\|335.00\|318.10\|464232;2026-05-12\|342.45\|3.17\|340.00\|349.30\|336.31\|505921;2026-05-13\|378.19\|10.44\|342.45\|383.79\|342.30\|726252;2026-05-14\|392.00\|3.65\|394.52\|406.56\|383.00\|679866;2026-05-15\|399.99\|2.04\|401.00\|414.08\|381.91\|676096;2026-05-18\|384.95\|-3.76\|388.99\|394.20\|370.00\|543490;2026-05-19\|363.00\|-5.70\|376.08\|377.00\|347.13\|546191;2026-05-20\|358.99\|-1.10\|360.27\|369.00\|351.00\|416244;2026-05-21\|337.21\|-6.07\|360.20\|364.57\|335.98\|418305;2026-05-22\|372.50\|10.47\|346.00\|375.00\|345.18\|572916;2026-05-25\|396.75\|6.51\|372.90\|397.77\|361.58\|524322;2026-05-26\|406.76\|2.52\|399.00\|410.00\|393.00\|472980;2026-05-27\|428.61\|5.37\|403.95\|444.64\|401.83\|518277;2026-05-28\|447.56\|4.42\|427.60\|450.15\|409.00\|488237;2026-05-29\|455.20\|1.71\|467.00\|492.38\|452.00\|615055;2026-06-01\|428.88\|-5.78\|459.75\|465.70\|428.38\|441243;2026-06-02\|457.00\|6.56\|435.08\|463.01\|424.47\|475258;2026-06-03\|497.38\|8.84\|501.00\|525.00\|482.99\|599370;2026-06-04\|480.45\|-3.40\|478.91\|491.30\|476.87\|352976;2026-06-05\|457.00\|-4.88\|483.00\|501.87\|449.00\|471206;2026-06-08\|425.11\|-6.98\|439.00\|442.79\|415.72\|421234;2026-06-09\|443.92\|4.42\|437.88\|445.59\|429.50\|350773;2026-06-10\|411.08\|-7.40\|418.00\|425.00\|403.04\|447797;2026-06-11\|412.30\|0.30\|412.52\|424.85\|402.00\|333287;2026-06-12\|280.95\|-4.44\|303.02\|305.00\|280.95\|474289;2026-06-15\|305.04\|8.57\|286.56\|306.12\|277.18\|541728;2026-06-16\|324.71\|6.45\|311.56\|331.61\|306.01\|578379;2026-06-17\|329.33\|1.42\|318.00\|329.97\|315.00\|467027;2026-06-18\|336.60\|2.21\|325.00\|340.49\|324.00\|491851;2026-06-22\|326.12\|-3.11\|338.00\|338.90\|315.99\|619272;2026-06-23\|311.06\|-4.62\|326.12\|326.12\|308.24\|458309;2026-06-24\|325.28\|4.57\|311.05\|326.00\|306.00\|451432;2026-06-25\|341.97\|5.13\|318.08\|346.00\|312.00\|796690;2026-06-26\|318.00\|-7.01\|331.00\|334.68\|316.80\|481933;2026-06-29\|295.15\|-7.19\|309.00\|313.99\|288.86\|528001;2026-06-30\|302.68\|2.55\|295.00\|309.89\|290.02\|423892;2026-07-01\|285.00\|-5.84\|301.00\|304.00\|280.00\|561856;2026-07-02\|250.77\|-12.01\|271.00\|272.00\|250.01\|529244;2026-07-03\|250.10\|-0.27\|252.00\|260.43\|245.94\|402819;2026-07-06\|237.00\|-5.24\|250.58\|253.99\|231.45\|463157;2026-07-07\|244.09\|2.99\|237.00\|246.50\|234.66\|424116;2026-07-08\|245.68\|0.65\|246.01\|253.20\|240.20\|432555;2026-07-09\|271.50\|10.51\|252.50\|272.94\|248.53\|556102;2026-07-10\|271.12\|-0.14\|281.00\|291.80\|270.91\|646231;2026-07-13\|259.31\|-4.36\|262.00\|277.77\|255.59\|386886;2026-07-14\|273.51\|5.48\|257.30\|276.16\|252.00\|477960;2026-07-15\|259.40\|-5.16\|275.00\|275.96\|258.88\|347312;2026-07-16\|244.13\|-5.89\|245.52\|257.01\|239.88\|352788;2026-07-17\|211.37\|-13.42\|238.68\|241.00\|207.00\|546575;2026-07-20\|213.54\|1.03\|225.00\|227.71\|200.00\|521865;2026-07-21\|231.00\|8.18\|215.20\|232.10\|188.08\|649079;2026-07-22\|217.63\|-5.79\|228.00\|233.18\|217.20\|420355;2026-07-23\|212.09\|-2.55\|222.01\|224.00\|210.53\|286838;2026-07-24\|203.41\|-4.09\|209.07\|212.49\|203.12\|255014
41471	工信部：推动全光交换等技术向产业园区用户侧延伸	荣耀机器人+AI互联+AI硬件行业原因： 1、中际旭创4月16日盘后披露一季度净利同比增262%。公司表示，一季度800G和1.6T产品放量，预计全年800G和1.6T需求将有较大增长。 2、据华泰证券4月13日研报，北美光模块龙头Lumentum订单已排至2028年，验证AI算力需求高景气。公司原因： 1、据证券时报2026年4月20日报道，荣耀人形机器人“闪电”夺得北京亦庄半程马拉松冠军，公司为荣耀高端制造长期合作方，具备整机代工能力。 2、据2026年4月15日年报，公司800G/1.6T硅光模块已小批量供货，224G高速铜缆方案已在国内外AI集群商用。 3、据2026年4月15日年报，AI硬件发展迎来重要战略机遇期，公司在精密智造解决方案行业稳居全球第四、中国大陆第一。	公司800G 硅光模块已实现量产、1.6T产品处于客户验证阶段，在NPO和CPO方向均有产品布局	2026-03-17\|49.83\|1.16\|50.18\|51.76\|49.76\|1850095;2026-03-18\|49.34\|-0.98\|49.66\|49.89\|48.90\|861205;2026-03-19\|48.04\|-2.63\|48.38\|48.80\|47.85\|918059;2026-03-20\|48.22\|0.37\|48.39\|49.70\|48.22\|1004845;2026-03-23\|46.30\|-3.98\|47.53\|47.75\|45.95\|1017446;2026-03-24\|46.34\|0.09\|46.80\|46.94\|44.57\|1105607;2026-03-25\|50.97\|9.99\|47.38\|50.97\|47.00\|2608861;2026-03-26\|50.19\|-1.53\|51.71\|51.71\|49.96\|2200194;2026-03-27\|50.61\|0.84\|48.18\|51.29\|48.18\|1749811;2026-03-30\|48.76\|-3.66\|49.80\|50.00\|48.10\|1596406;2026-03-31\|49.26\|1.03\|48.40\|50.62\|48.00\|1671505;2026-04-01\|50.40\|2.31\|50.48\|51.11\|49.80\|1109777;2026-04-02\|49.89\|-1.01\|50.10\|50.90\|49.57\|859659;2026-04-03\|48.80\|-2.18\|50.30\|50.38\|48.64\|745145;2026-04-07\|48.39\|-0.84\|49.00\|49.95\|48.11\|799878;2026-04-08\|52.27\|8.02\|49.56\|52.57\|49.56\|2019287;2026-04-09\|55.09\|5.40\|51.50\|55.78\|51.30\|2996031;2026-04-10\|58.18\|5.61\|55.42\|59.18\|54.90\|3868969;2026-04-13\|58.60\|0.72\|57.78\|59.52\|57.50\|2388132;2026-04-14\|59.14\|0.92\|59.00\|60.65\|58.55\|2432745;2026-04-15\|58.78\|-0.61\|59.00\|60.98\|58.45\|1980038;2026-04-16\|60.45\|2.84\|58.76\|60.65\|58.00\|1996422;2026-04-17\|59.75\|-1.16\|59.85\|60.88\|59.25\|1343424;2026-04-20\|65.73\|10.01\|62.64\|65.73\|60.91\|3929269;2026-04-21\|65.75\|0.03\|64.86\|66.00\|62.90\|2625733;2026-04-22\|68.03\|3.47\|65.39\|68.69\|64.60\|2366656;2026-04-23\|67.77\|-0.38\|69.00\|70.68\|67.30\|2322371;2026-04-24\|66.00\|-2.61\|67.51\|67.80\|64.37\|2622791;2026-04-27\|71.97\|9.05\|67.98\|72.60\|67.50\|3273500;2026-04-28\|69.88\|-2.90\|71.02\|72.40\|68.95\|2159908;2026-04-29\|68.64\|-1.77\|68.00\|69.77\|66.50\|2103918;2026-04-30\|67.00\|-2.39\|69.48\|69.48\|66.80\|1550475;2026-05-06\|67.08\|0.12\|68.27\|71.00\|66.87\|2130544;2026-05-07\|69.52\|3.64\|67.50\|70.30\|66.29\|2141885;2026-05-08\|71.29\|2.55\|68.13\|72.08\|67.11\|2150710;2026-05-11\|76.06\|6.69\|75.50\|78.42\|74.46\|2700154;2026-05-12\|77.19\|1.49\|77.39\|78.78\|75.50\|1980246;2026-05-13\|80.15\|3.83\|75.75\|81.78\|75.11\|2263665;2026-05-14\|75.40\|-5.93\|79.29\|79.35\|75.22\|2216706;2026-05-15\|74.00\|-1.86\|76.47\|76.80\|72.61\|1989212;2026-05-18\|72.90\|-1.49\|73.08\|75.11\|71.67\|2045112;2026-05-19\|72.40\|-0.69\|72.05\|72.71\|70.04\|1430820;2026-05-20\|70.07\|-3.22\|72.03\|72.60\|69.30\|1823804;2026-05-21\|67.87\|-3.14\|71.01\|72.99\|67.57\|1947986;2026-05-22\|72.40\|6.67\|69.50\|72.88\|68.90\|1866377;2026-05-25\|74.70\|3.18\|73.30\|74.93\|71.50\|2152996;2026-05-26\|72.45\|-3.01\|73.70\|73.71\|71.15\|1564253;2026-05-27\|71.59\|-1.19\|72.15\|74.29\|70.69\|1652248;2026-05-28\|72.80\|1.69\|71.23\|73.35\|69.32\|1597158;2026-05-29\|73.29\|0.67\|77.00\|77.80\|71.28\|2676698;2026-06-01\|70.71\|-3.52\|73.35\|75.93\|70.67\|2302540;2026-06-02\|74.00\|4.65\|70.01\|74.83\|68.15\|2325607;2026-06-03\|74.80\|1.08\|75.00\|78.00\|73.33\|2638471;2026-06-04\|74.59\|-0.28\|73.30\|75.60\|72.50\|1458711;2026-06-05\|68.77\|-7.80\|73.00\|73.39\|67.98\|2551045;2026-06-08\|66.14\|-3.82\|64.98\|67.65\|64.60\|1899719;2026-06-09\|69.34\|4.84\|66.18\|69.88\|65.16\|1711477;2026-06-10\|65.51\|-5.52\|68.00\|68.05\|64.80\|1346162;2026-06-11\|64.58\|-1.42\|65.04\|66.06\|63.22\|1224843;2026-06-12\|63.76\|-1.27\|66.20\|67.19\|63.70\|1371896;2026-06-15\|68.15\|6.89\|65.00\|68.38\|64.00\|1600914;2026-06-16\|67.26\|-1.31\|68.15\|68.70\|66.45\|1594150;2026-06-17\|67.32\|0.09\|66.45\|67.66\|65.60\|1511182;2026-06-18\|69.93\|3.88\|67.00\|70.77\|66.41\|2287715;2026-06-22\|68.40\|-2.19\|70.70\|71.01\|66.38\|2087196;2026-06-23\|69.36\|1.40\|68.39\|71.99\|67.78\|2581450;2026-06-24\|75.05\|8.20\|68.46\|76.30\|66.46\|4064758;2026-06-25\|74.42\|-0.84\|75.10\|75.80\|73.18\|2523690;2026-06-26\|68.00\|-8.63\|71.00\|71.50\|67.05\|3403617;2026-06-29\|65.30\|-3.97\|66.98\|67.52\|62.48\|2272360;2026-06-30\|70.40\|7.81\|65.24\|70.88\|64.60\|2451704;2026-07-01\|66.24\|-5.91\|70.40\|70.77\|65.50\|2089180;2026-07-02\|60.90\|-8.06\|64.55\|64.90\|60.66\|2115977;2026-07-03\|64.44\|5.81\|62.49\|65.97\|62.35\|2057754;2026-07-06\|62.88\|-2.42\|64.79\|65.22\|61.26\|1301778;2026-07-07\|63.28\|0.64\|62.54\|64.90\|62.00\|1370584;2026-07-08\|62.47\|-1.28\|63.00\|64.28\|60.60\|1281448;2026-07-09\|64.46\|3.19\|62.80\|64.66\|59.70\|1903541;2026-07-10\|62.14\|-3.60\|64.38\|65.66\|62.06\|1422326;2026-07-13\|58.98\|-5.09\|61.88\|61.90\|58.24\|1321937;2026-07-14\|61.67\|4.56\|58.50\|61.90\|57.41\|1392525;2026-07-15\|60.47\|-1.95\|62.25\|62.25\|59.85\|932658;2026-07-16\|61.58\|1.84\|60.86\|64.34\|60.00\|1325918;2026-07-17\|58.05\|-5.73\|61.00\|61.50\|57.09\|1433017;2026-07-20\|56.80\|-1.92\|58.50\|59.88\|55.03\|1351987;2026-07-21\|60.42\|6.37\|57.29\|60.78\|56.60\|1579397;2026-07-22\|59.16\|-2.09\|59.88\|61.68\|58.80\|1062223;2026-07-23\|61.19\|3.43\|59.16\|61.98\|58.65\|1209696;2026-07-24\|60.59\|-0.98\|60.00\|62.49\|59.60\|757369
41470	工信部：推动全光交换等技术向产业园区用户侧延伸	涨停揭秘：新易盛连续大涨，年报预告净利润预增231%-249%，受益于AI算力投资加速及高速率光模块需求爆发，光通信板块整体走强；涨停缘由：年报预告净利润同比大增231.24%-248.86%；高速率光模块出货量显著提升；英伟达GTC大会强化算力基建预期；Lumentum订单排至2028年印证行业高景气；资金逻辑：光通信板块最强趋势股，主力资金连续7日净流入，融资余额翻倍增长，机构重仓+外资回补，量价配合完美，趋势动能强劲；风险提示：海外客户占比高，地缘政治扰动风险未消除，部分型号产品面临价格竞争，Q2环比增速或阶段性放缓	公司预告年报净利润同比增长231.24%-248.86%，“受益于算力投资持续增长，高速率产品需求快速提升，公司销售收入和净利润大幅增加”	2026-03-17\|389.33\|-5.78\|422.01\|426.88\|385.93\|453934;2026-03-18\|430.90\|10.68\|399.20\|431.35\|398.00\|609727;2026-03-19\|440.40\|2.20\|427.01\|450.81\|427.01\|543572;2026-03-20\|477.05\|8.32\|468.00\|490.28\|458.88\|671922;2026-03-23\|460.44\|-3.48\|456.13\|477.87\|453.00\|480832;2026-03-24\|468.00\|1.64\|459.00\|468.33\|438.00\|406861;2026-03-25\|476.20\|1.75\|490.21\|492.00\|463.00\|458162;2026-03-26\|457.00\|-4.03\|469.02\|480.00\|455.12\|365099;2026-03-27\|447.41\|-2.10\|446.29\|461.30\|440.01\|298317;2026-03-30\|458.38\|2.45\|445.20\|464.00\|445.20\|255254;2026-03-31\|442.84\|-3.39\|445.65\|454.50\|434.70\|283290;2026-04-01\|460.60\|4.01\|461.53\|463.00\|444.00\|312649;2026-04-02\|447.49\|-2.85\|453.11\|460.98\|442.80\|218135;2026-04-03\|455.30\|1.75\|457.00\|469.00\|454.05\|336360;2026-04-07\|458.70\|0.75\|450.00\|468.00\|441.19\|284174;2026-04-08\|501.50\|9.33\|475.10\|502.00\|469.09\|469399;2026-04-09\|490.00\|-2.29\|491.30\|497.80\|488.00\|298416;2026-04-10\|522.50\|6.63\|493.00\|528.00\|485.00\|444844;2026-04-13\|512.72\|-1.87\|518.00\|522.00\|500.01\|375113;2026-04-14\|520.00\|1.42\|522.94\|538.90\|515.00\|387738;2026-04-15\|496.98\|-4.43\|525.02\|534.00\|490.02\|460646;2026-04-16\|537.50\|8.15\|497.00\|539.93\|496.00\|418603;2026-04-17\|589.00\|9.58\|550.00\|589.98\|542.03\|416195;2026-04-20\|583.00\|-1.02\|589.00\|596.96\|577.00\|342506;2026-04-21\|578.50\|-0.77\|578.00\|582.99\|566.00\|287544;2026-04-22\|622.71\|7.64\|569.00\|625.26\|568.03\|433446;2026-04-23\|608.28\|-2.32\|619.00\|627.80\|600.99\|401775;2026-04-24\|537.27\|-11.67\|552.76\|566.66\|528.01\|913871;2026-04-27\|538.00\|0.14\|549.40\|553.00\|534.86\|468082;2026-04-28\|535.46\|-0.47\|537.34\|548.00\|517.01\|357953;2026-04-29\|537.00\|0.29\|529.00\|549.50\|526.00\|275645;2026-04-30\|525.79\|-2.09\|549.00\|549.00\|518.00\|302098;2026-05-06\|522.48\|-0.63\|539.90\|542.58\|517.00\|420933;2026-05-07\|563.50\|7.85\|523.85\|565.00\|513.00\|533930;2026-05-08\|551.67\|-2.10\|553.00\|560.99\|546.47\|298005;2026-05-11\|563.70\|2.18\|554.00\|569.99\|525.25\|581077;2026-05-12\|592.52\|5.11\|575.00\|599.75\|570.91\|524973;2026-05-13\|628.99\|6.16\|585.11\|630.79\|582.18\|423739;2026-05-14\|617.90\|-1.76\|641.50\|653.70\|606.90\|382290;2026-05-15\|610.05\|-1.27\|617.00\|629.68\|586.28\|356062;2026-05-18\|599.92\|-1.66\|599.00\|617.27\|593.00\|292637;2026-05-19\|572.50\|-4.57\|599.51\|599.91\|560.31\|339052;2026-05-20\|587.97\|2.70\|575.39\|600.88\|571.51\|326624;2026-05-21\|566.00\|-3.74\|588.33\|603.53\|565.27\|328097;2026-05-22\|606.77\|7.20\|577.33\|613.88\|570.00\|404278;2026-05-25\|659.01\|8.61\|620.13\|660.06\|595.01\|476893;2026-05-26\|700.00\|6.22\|656.00\|703.58\|655.00\|463532;2026-05-27\|695.00\|-0.71\|690.53\|715.00\|683.83\|351379;2026-05-28\|718.34\|3.36\|695.00\|727.00\|671.77\|339478;2026-05-29\|706.45\|-1.66\|718.00\|733.99\|701.01\|332555;2026-06-01\|679.82\|-3.77\|709.14\|713.73\|673.10\|295925;2026-06-02\|747.00\|9.88\|696.00\|752.00\|693.10\|387107;2026-06-03\|782.25\|4.72\|760.00\|815.98\|758.07\|426909;2026-06-04\|775.94\|-0.81\|773.46\|785.97\|764.00\|254101;2026-06-05\|748.00\|-3.60\|790.00\|818.38\|730.00\|441765;2026-06-08\|725.00\|-3.07\|711.11\|745.00\|705.89\|322561;2026-06-09\|785.73\|8.38\|748.89\|795.00\|738.00\|348609;2026-06-10\|772.50\|-1.68\|770.00\|799.75\|760.10\|308882;2026-06-11\|526.00\|-4.55\|552.00\|575.00\|498.67\|667564;2026-06-12\|506.46\|-3.71\|540.00\|544.98\|502.80\|654443;2026-06-15\|540.49\|6.72\|515.00\|540.88\|490.13\|612302;2026-06-16\|549.00\|1.57\|541.51\|561.77\|535.01\|405700;2026-06-17\|557.88\|1.62\|545.70\|558.50\|537.11\|389548;2026-06-18\|581.48\|4.23\|552.66\|588.00\|551.18\|428749;2026-06-22\|579.97\|-0.26\|584.10\|591.00\|560.00\|455114;2026-06-23\|552.00\|-4.82\|575.00\|587.00\|540.00\|444398;2026-06-24\|555.30\|0.60\|552.00\|574.48\|546.00\|405643;2026-06-25\|610.49\|9.94\|560.00\|610.80\|550.06\|694274;2026-06-26\|566.00\|-7.29\|598.00\|598.00\|550.00\|617733;2026-06-29\|556.96\|-1.60\|556.00\|576.00\|524.22\|518139;2026-06-30\|607.00\|8.98\|565.43\|612.86\|555.78\|584424;2026-07-01\|575.56\|-5.18\|608.00\|618.87\|566.56\|476237;2026-07-02\|509.00\|-11.56\|545.00\|548.50\|504.60\|696063;2026-07-03\|526.00\|3.34\|510.00\|551.77\|505.88\|534507;2026-07-06\|506.89\|-3.63\|526.00\|530.00\|502.00\|431690;2026-07-07\|510.10\|0.63\|506.89\|518.21\|490.10\|454313;2026-07-08\|510.84\|0.15\|515.00\|533.38\|498.13\|445276;2026-07-09\|545.50\|6.78\|526.00\|549.94\|509.96\|491997;2026-07-10\|523.05\|-4.12\|564.00\|570.98\|520.58\|510678;2026-07-13\|512.50\|-2.02\|518.00\|541.74\|502.88\|411305;2026-07-14\|568.82\|10.99\|525.00\|568.82\|515.55\|649039;2026-07-15\|556.00\|-2.25\|565.00\|579.42\|551.00\|443385;2026-07-16\|542.60\|-2.41\|530.00\|558.00\|526.21\|408753;2026-07-17\|482.88\|-11.01\|518.00\|520.90\|452.96\|760025;2026-07-20\|510.00\|5.62\|512.00\|523.96\|481.50\|681692;2026-07-21\|551.77\|8.19\|519.00\|554.40\|490.99\|757063;2026-07-22\|508.80\|-7.79\|540.00\|551.60\|506.16\|626754;2026-07-23\|497.30\|-2.26\|517.72\|523.83\|493.36\|442701;2026-07-24\|476.02\|-4.28\|481.94\|495.65\|476.00\|336974
41469	工信部：推动全光交换等技术向产业园区用户侧延伸	光模块+光电产品+储能+高压母线行业原因： 1、2026年4月1日，英伟达宣布向Marvell投资20亿美元，双方将联合研发硅光子技术及定制XPU。 2、LightCounting 4月1日报告指出，到2030年，AI集群所用光互连产品年销售额有望达到1000亿美元。AI集群规模扩大推动单GPU光模块用量上升：Scale-out网络中每GPU最多需6个模块，Scale-up网络所需带宽约为前者的10倍。公司原因： 1、据2026年4月2日互动易，2025年，公司与深度湾、上海磐星共同投资设立江苏威璞光电设备有限公司，聚焦数据中心光电产品的研发、生产、销售及应用业务，公司目前直接持有合资公司68%股权，通过员工持股平台持有15%股权；子公司威璞光电聚焦基于硅光技术和工艺的高速光模块/组等光通信相关产品，目前该业务处于发展初期。 2、据2025年11月12日公告，公司2025年8月已与特斯拉签署合同供应储能系统交流升压舱并已发货，同时拟募资扩产变压器配套储能。 3、据2026年3月31日公告，公司拟简易定增募资用于高压母线智能制造项目，建成后年新增19.6万千安米高压母线产能。	公司与深度湾等合资设立“上海威璞芯光科技有限公司”，持股51%，开展基于硅光技术的高速光模块/组等光通信产品研产销	2026-03-17\|41.80\|-3.20\|43.50\|43.50\|41.68\|30163;2026-03-18\|42.29\|1.17\|41.92\|42.50\|40.68\|43231;2026-03-19\|44.49\|5.20\|42.34\|46.50\|41.52\|90730;2026-03-20\|44.74\|0.56\|44.80\|47.15\|43.81\|96955;2026-03-23\|42.17\|-5.74\|43.41\|44.20\|41.00\|87993;2026-03-24\|44.35\|5.17\|43.02\|44.77\|41.02\|68345;2026-03-25\|44.16\|-0.43\|44.74\|45.98\|43.88\|51192;2026-03-26\|46.40\|5.07\|44.60\|48.50\|44.60\|129570;2026-03-27\|46.73\|0.71\|45.96\|47.71\|43.90\|94456;2026-03-30\|45.02\|-3.66\|46.00\|46.83\|43.65\|81502;2026-03-31\|42.45\|-5.71\|45.18\|45.18\|42.05\|70227;2026-04-01\|43.41\|2.26\|43.60\|45.30\|42.60\|79411;2026-04-02\|41.90\|-3.48\|43.35\|43.85\|41.79\|56823;2026-04-03\|50.28\|20.00\|41.50\|50.28\|41.50\|289002;2026-04-07\|47.85\|-4.83\|48.50\|50.50\|47.21\|170404;2026-04-08\|53.08\|10.93\|48.33\|53.96\|48.12\|181292;2026-04-09\|52.01\|-2.02\|53.37\|53.55\|51.18\|128129;2026-04-10\|48.85\|-6.08\|48.99\|52.33\|48.07\|228846;2026-04-13\|51.68\|5.79\|47.95\|52.63\|47.20\|172698;2026-04-14\|53.20\|2.94\|52.00\|55.00\|51.44\|191862;2026-04-15\|50.58\|-4.92\|53.21\|53.28\|49.79\|131091;2026-04-16\|53.88\|6.52\|50.75\|54.28\|50.00\|126910;2026-04-17\|57.36\|6.46\|54.70\|58.68\|53.63\|171599;2026-04-20\|56.58\|-1.36\|57.37\|58.58\|55.44\|148534;2026-04-21\|56.56\|-0.04\|56.33\|57.58\|54.05\|119934;2026-04-22\|62.40\|10.33\|56.46\|64.60\|56.46\|209112;2026-04-23\|59.35\|-4.89\|61.78\|63.00\|58.30\|156093;2026-04-24\|56.61\|-4.62\|58.50\|59.32\|55.69\|122585;2026-04-27\|56.64\|0.05\|57.20\|59.00\|55.52\|121235;2026-04-28\|54.29\|-4.15\|56.50\|56.90\|52.85\|113606;2026-04-29\|53.65\|-1.18\|52.33\|55.15\|52.00\|89787;2026-04-30\|55.72\|3.86\|54.18\|56.23\|53.50\|92249;2026-05-06\|55.98\|0.47\|56.51\|57.39\|54.40\|107816;2026-05-07\|58.35\|4.23\|56.71\|59.88\|55.29\|115658;2026-05-08\|56.05\|-3.94\|57.77\|58.80\|55.70\|94169;2026-05-11\|58.40\|4.19\|56.50\|58.97\|55.95\|139353;2026-05-12\|58.17\|-0.39\|59.00\|61.50\|56.09\|99017;2026-05-13\|59.67\|2.58\|56.64\|61.00\|56.40\|138133;2026-05-14\|60.54\|1.46\|60.22\|62.62\|59.30\|120956;2026-05-15\|61.60\|1.75\|61.88\|63.43\|59.51\|122742;2026-05-18\|61.50\|-0.16\|59.95\|63.50\|59.70\|95206;2026-05-19\|60.92\|-0.94\|61.00\|64.18\|59.00\|122358;2026-05-20\|65.12\|6.89\|60.92\|67.67\|59.71\|161446;2026-05-21\|58.38\|-10.35\|65.90\|67.28\|57.01\|147716;2026-05-22\|60.88\|4.28\|60.60\|62.45\|58.40\|93350;2026-05-25\|59.16\|-2.83\|60.50\|61.00\|58.18\|86230;2026-05-26\|54.43\|-8.00\|59.17\|59.17\|53.21\|115783;2026-05-27\|54.00\|-0.79\|54.43\|55.97\|52.88\|86887;2026-05-28\|52.78\|-2.26\|53.19\|55.18\|52.50\|83586;2026-05-29\|47.98\|-9.09\|53.20\|53.20\|47.73\|114295;2026-06-01\|46.74\|-2.58\|48.17\|48.88\|46.21\|62318;2026-06-02\|47.40\|1.41\|47.07\|47.75\|44.50\|69930;2026-06-03\|46.34\|-2.24\|47.82\|48.50\|45.45\|69351;2026-06-04\|48.03\|3.65\|46.09\|49.20\|45.00\|89393;2026-06-05\|47.50\|-1.10\|48.03\|50.27\|47.17\|84559;2026-06-08\|43.52\|-8.38\|45.58\|47.17\|42.94\|85354;2026-06-09\|45.10\|3.63\|44.50\|45.18\|43.02\|67293;2026-06-10\|43.28\|-4.04\|43.98\|44.43\|42.51\|62678;2026-06-11\|42.14\|-2.63\|43.49\|44.99\|41.62\|70592;2026-06-12\|44.65\|5.96\|43.09\|46.28\|42.38\|109905;2026-06-15\|47.01\|5.29\|44.90\|47.08\|44.68\|75222;2026-06-16\|47.80\|1.68\|46.30\|48.21\|46.30\|60034;2026-06-17\|47.55\|-0.52\|47.00\|48.06\|46.70\|56752;2026-06-18\|46.74\|-1.70\|47.34\|48.68\|46.39\|57300;2026-06-22\|44.62\|-4.54\|47.00\|47.39\|43.80\|82807;2026-06-23\|43.80\|-1.84\|44.70\|45.50\|42.50\|63741;2026-06-24\|45.40\|3.65\|43.80\|46.62\|43.50\|91561;2026-06-25\|44.63\|-1.70\|45.60\|47.20\|44.30\|71880;2026-06-26\|40.76\|-8.67\|44.62\|44.62\|40.70\|84151;2026-06-29\|40.25\|-1.25\|40.55\|41.66\|38.99\|75005;2026-06-30\|42.83\|6.41\|40.80\|43.47\|39.25\|78953;2026-07-01\|43.10\|0.63\|42.94\|44.20\|42.15\|62651;2026-07-02\|41.90\|-2.78\|42.87\|44.30\|41.70\|48824;2026-07-03\|41.18\|-1.72\|41.81\|42.85\|41.11\|51768;2026-07-06\|40.53\|-1.58\|40.80\|43.08\|40.40\|62902;2026-07-07\|38.26\|-5.60\|40.40\|40.76\|37.96\|52551;2026-07-08\|36.08\|-5.70\|38.60\|38.60\|35.79\|56075;2026-07-09\|37.61\|4.24\|36.58\|37.65\|35.35\|61230;2026-07-10\|36.93\|-1.81\|36.84\|38.65\|36.84\|52076;2026-07-13\|33.98\|-7.99\|36.19\|37.01\|33.46\|62094;2026-07-14\|34.92\|2.77\|34.23\|34.96\|32.58\|61820;2026-07-15\|33.16\|-5.04\|34.99\|35.05\|32.86\|56315;2026-07-16\|31.81\|-4.07\|32.62\|33.49\|31.39\|57512;2026-07-17\|29.48\|-7.32\|31.35\|31.98\|28.82\|90562;2026-07-20\|27.55\|-6.55\|30.50\|30.96\|26.78\|89531;2026-07-21\|28.83\|4.65\|27.14\|28.83\|24.65\|95215;2026-07-22\|28.75\|-0.28\|28.33\|29.46\|28.25\|66581;2026-07-23\|29.04\|1.01\|28.28\|29.49\|28.05\|57182;2026-07-24\|28.08\|-3.31\|28.70\|29.36\|28.00\|44979
41468	工信部：推动全光交换等技术向产业园区用户侧延伸	涨停揭秘：一季报净利润大增验证高景气，硅光与1.6T产品量产出货，3.2T研发推进，叠加英伟达GTC大会及Lumentum订单排至2028年催化；涨停缘由：谷歌主供地位稳固；硅光子OCS交换机全球首发；全光交换政策加速落地；美股光通信板块持续走强；英伟达产业链资本开支扩张；资金逻辑：近一个月累计5次涨停，主力资金持续净流入，4月17日板块内多只个股联动涨停，显示资金聚焦高确定性算力基础设施核心标的；风险提示：短期涨幅较大致估值承压；海外客户集中度高带来需求波动风险；3.2T技术迭代进度存在不确定性	公司为谷歌光模块主供应商，硅光、1.6T产品均已量产出货，3.2T产品正在研发；海外子公司TeraHop推出硅光子OCS交换机为行业首款基于硅光子学平台的64x64 OCS	2026-03-17\|543.00\|-3.33\|570.00\|577.88\|539.00\|300410;2026-03-18\|580.00\|6.81\|553.86\|582.05\|550.00\|377805;2026-03-19\|575.20\|-0.83\|580.00\|592.80\|569.90\|331408;2026-03-20\|612.00\|6.40\|605.00\|632.72\|604.10\|538539;2026-03-23\|599.62\|-2.02\|590.31\|618.10\|585.00\|378520;2026-03-24\|603.19\|0.60\|599.00\|605.00\|577.00\|282636;2026-03-25\|628.40\|4.18\|625.00\|635.00\|616.05\|335631;2026-03-26\|614.20\|-2.26\|626.89\|645.00\|612.83\|262769;2026-03-27\|598.00\|-2.64\|598.85\|609.88\|588.66\|224326;2026-03-30\|589.08\|-1.49\|585.00\|595.58\|579.00\|209255;2026-03-31\|569.41\|-3.34\|571.00\|585.90\|555.00\|261202;2026-04-01\|601.87\|5.70\|591.00\|602.00\|581.20\|255405;2026-04-02\|582.00\|-3.30\|593.01\|596.77\|578.69\|177310;2026-04-03\|606.52\|4.21\|600.00\|625.00\|594.35\|290271;2026-04-07\|619.53\|2.15\|608.00\|636.66\|597.70\|239031;2026-04-08\|688.14\|11.07\|653.53\|688.26\|643.00\|396630;2026-04-09\|693.02\|0.71\|682.00\|700.00\|678.01\|249619;2026-04-10\|734.65\|6.01\|700.00\|743.04\|694.01\|330801;2026-04-13\|738.00\|0.46\|738.80\|744.00\|714.23\|228876;2026-04-14\|773.00\|4.74\|750.00\|786.22\|748.78\|292668;2026-04-15\|779.98\|0.90\|787.00\|808.83\|766.00\|323452;2026-04-16\|809.61\|3.80\|772.37\|810.11\|762.35\|286570;2026-04-17\|851.00\|5.11\|841.00\|865.00\|820.24\|398572;2026-04-20\|850.00\|-0.12\|849.00\|878.98\|840.58\|272631;2026-04-21\|864.86\|1.75\|849.75\|868.00\|839.00\|251138;2026-04-22\|886.62\|2.52\|859.30\|893.20\|854.00\|294383;2026-04-23\|897.00\|1.17\|890.00\|919.99\|877.78\|309869;2026-04-24\|886.99\|-1.12\|900.25\|915.00\|854.53\|383884;2026-04-27\|857.03\|-3.38\|899.00\|900.00\|854.00\|318149;2026-04-28\|825.00\|-3.74\|854.00\|854.00\|821.00\|295109;2026-04-29\|846.00\|2.55\|816.23\|863.00\|816.23\|251731;2026-04-30\|857.50\|1.48\|863.66\|874.65\|845.00\|212710;2026-05-06\|856.00\|-0.17\|888.50\|889.00\|840.45\|309386;2026-05-07\|877.47\|2.51\|858.00\|889.15\|835.00\|277190;2026-05-08\|886.00\|0.97\|864.95\|898.95\|861.56\|197641;2026-05-11\|940.13\|6.11\|889.06\|946.79\|870.00\|322655;2026-05-12\|1017.99\|8.28\|961.00\|1022.90\|960.00\|345421;2026-05-13\|1049.20\|3.07\|999.68\|1052.20\|991.12\|260005;2026-05-14\|1078.00\|2.74\|1065.00\|1088.88\|1025.10\|300571;2026-05-15\|1049.87\|-2.61\|1068.99\|1099.87\|1034.00\|276253;2026-05-18\|1045.00\|-0.46\|1030.03\|1075.00\|1030.03\|243132;2026-05-19\|1030.00\|-1.44\|1026.00\|1037.38\|988.88\|272749;2026-05-20\|1037.00\|0.68\|1019.11\|1071.00\|1019.11\|225973;2026-05-21\|993.34\|-4.21\|1060.00\|1065.00\|993.34\|237726;2026-05-22\|1037.98\|4.49\|1010.04\|1044.87\|1006.18\|209338;2026-05-25\|1093.00\|5.30\|1054.99\|1094.98\|1025.55\|250761;2026-05-26\|1103.00\|0.91\|1079.00\|1110.00\|1076.00\|234391;2026-05-27\|1111.37\|0.76\|1090.00\|1147.00\|1088.67\|250688;2026-05-28\|1197.99\|7.79\|1100.00\|1199.79\|1085.56\|287465;2026-05-29\|1161.16\|-3.07\|1190.00\|1209.99\|1155.00\|287268;2026-06-01\|1130.00\|-2.68\|1161.00\|1183.61\|1113.90\|269782;2026-06-02\|1191.81\|5.47\|1153.60\|1205.58\|1140.01\|290063;2026-06-03\|1275.00\|6.98\|1220.00\|1320.00\|1220.00\|345251;2026-06-04\|1280.00\|0.39\|1250.00\|1290.00\|1241.36\|217142;2026-06-05\|1179.99\|-7.81\|1273.20\|1301.51\|1160.00\|474741;2026-06-08\|1154.99\|-2.12\|1132.79\|1179.45\|1132.00\|336120;2026-06-09\|1180.00\|2.17\|1140.97\|1196.16\|1126.90\|398930;2026-06-10\|1147.00\|-2.80\|1150.00\|1174.00\|1128.80\|228965;2026-06-11\|1124.00\|-2.01\|1136.00\|1174.90\|1093.00\|305924;2026-06-12\|1149.00\|2.22\|1182.00\|1188.50\|1128.18\|346851;2026-06-15\|1245.00\|8.36\|1175.00\|1245.00\|1122.00\|342237;2026-06-16\|1248.09\|0.25\|1240.00\|1273.68\|1232.46\|232822;2026-06-17\|1276.11\|2.25\|1228.00\|1276.13\|1220.05\|217562;2026-06-18\|1367.88\|7.19\|1270.00\|1368.50\|1268.73\|285516;2026-06-22\|1382.33\|1.06\|1367.78\|1416.88\|1343.38\|280333;2026-06-23\|1310.01\|-5.23\|1395.00\|1395.00\|1300.00\|291773;2026-06-24\|1312.18\|0.17\|1313.61\|1344.88\|1282.15\|262257;2026-06-25\|1323.40\|0.86\|1326.00\|1345.09\|1280.02\|376090;2026-06-26\|1253.89\|-5.25\|1296.00\|1296.94\|1235.13\|352811;2026-06-29\|1220.00\|-2.70\|1239.00\|1264.21\|1169.49\|352899;2026-06-30\|1270.00\|4.10\|1223.01\|1295.60\|1218.21\|276783;2026-07-01\|1223.17\|-3.69\|1263.50\|1315.57\|1208.00\|271557;2026-07-02\|1143.00\|-6.55\|1160.00\|1198.00\|1127.40\|317620;2026-07-03\|1116.00\|-2.36\|1130.00\|1188.01\|1115.00\|328618;2026-07-06\|1098.92\|-1.53\|1136.54\|1141.00\|1060.34\|315566;2026-07-07\|1121.90\|2.09\|1098.00\|1138.20\|1089.00\|292864;2026-07-08\|1128.35\|0.57\|1134.80\|1179.30\|1114.56\|317328;2026-07-09\|1194.90\|5.90\|1153.00\|1199.99\|1117.01\|358884;2026-07-10\|1093.98\|-8.45\|1210.00\|1218.00\|1093.98\|423262;2026-07-13\|1108.00\|1.28\|1100.01\|1148.48\|1076.80\|344521;2026-07-14\|1184.05\|6.86\|1108.53\|1198.66\|1098.00\|400476;2026-07-15\|1169.31\|-1.24\|1190.00\|1207.98\|1160.00\|247946;2026-07-16\|1113.00\|-4.82\|1122.22\|1163.00\|1098.00\|306634;2026-07-17\|979.46\|-12.00\|1057.36\|1072.00\|950.55\|561861;2026-07-20\|1004.00\|2.51\|1028.43\|1057.77\|967.68\|453665;2026-07-21\|1136.55\|13.20\|1020.01\|1136.80\|988.82\|481157;2026-07-22\|1060.80\|-6.66\|1110.00\|1138.88\|1060.50\|367980;2026-07-23\|1072.52\|1.10\|1089.54\|1115.00\|1060.00\|272541;2026-07-24\|1046.51\|-2.43\|1050.53\|1082.54\|1039.01\|216877
41467	工信部：推动全光交换等技术向产业园区用户侧延伸	AI算力+PCB+定增过会 1、据2026年5月21日公告，公司2025年度向特定对象发行A股股票申请获上海证券交易所审核通过，拟募资25.30亿元用于人工智能计算HDI生产基地建设项目等，聚焦AI服务器与数据中心领域。 2、据2026年4月24日年报，公司紧抓AI算力需求机遇，AI算力相关产品收入同比增长242%，推动2025年整体营收94.94亿元、归母净利润14.73亿元，分别同比增长102.57%和343.76%；据2026年一季报，公司一季度归母净利润4.45亿元，同比增长122.16%。 3、据2026年4月24日年报，公司主营印制电路板研发、生产与销售，产品定位于中高端市场，是中国领先的高品质多层印制电路板制造商，已成功跻身头部客户AI服务器等核心供应链。	国内印制电路板领先供应商；公司已掌握100G-400G高速光模块印制电路板制作技术，也具备800G光模块PCB的技术能力和实际供货经验	2026-03-17\|77.55\|-4.74\|82.33\|82.99\|77.55\|110193;2026-03-18\|79.93\|3.07\|78.56\|80.47\|77.60\|97435;2026-03-19\|80.99\|1.33\|78.10\|83.23\|77.94\|152174;2026-03-20\|82.60\|1.99\|81.50\|84.97\|81.41\|199730;2026-03-23\|81.10\|-1.82\|79.30\|83.95\|78.11\|161199;2026-03-24\|87.10\|7.40\|82.80\|87.87\|81.30\|254546;2026-03-25\|86.80\|-0.34\|86.00\|88.01\|85.00\|211142;2026-03-26\|82.56\|-4.88\|85.95\|85.95\|82.20\|152470;2026-03-27\|80.68\|-2.28\|80.00\|82.42\|79.21\|107280;2026-03-30\|84.61\|4.87\|79.42\|85.73\|79.20\|168218;2026-03-31\|83.66\|-1.12\|84.35\|87.80\|83.50\|126155;2026-04-01\|84.51\|1.02\|86.18\|87.11\|83.65\|125238;2026-04-02\|81.26\|-3.85\|83.65\|83.97\|80.73\|124825;2026-04-03\|82.59\|1.64\|82.37\|84.36\|81.31\|114106;2026-04-07\|80.94\|-2.00\|82.41\|83.50\|80.60\|104621;2026-04-08\|90.58\|11.91\|84.28\|91.00\|83.78\|301048;2026-04-09\|88.99\|-1.76\|89.00\|90.80\|88.56\|175317;2026-04-10\|95.30\|7.09\|92.99\|98.48\|92.99\|330154;2026-04-13\|106.03\|11.26\|93.99\|107.58\|93.99\|384880;2026-04-14\|110.15\|3.89\|106.66\|111.42\|102.31\|343518;2026-04-15\|104.44\|-5.18\|109.45\|109.95\|103.02\|249804;2026-04-16\|105.30\|0.82\|104.43\|107.76\|102.81\|189800;2026-04-17\|110.38\|4.82\|104.73\|111.97\|104.69\|233437;2026-04-20\|108.49\|-1.71\|110.38\|111.01\|106.80\|199524;2026-04-21\|112.95\|4.11\|107.19\|113.50\|106.56\|220543;2026-04-22\|116.20\|2.88\|113.00\|117.67\|111.92\|206636;2026-04-23\|113.60\|-2.24\|116.10\|117.98\|111.59\|175687;2026-04-24\|110.22\|-2.98\|113.45\|118.49\|108.58\|198360;2026-04-27\|120.70\|9.51\|112.50\|122.59\|112.50\|255954;2026-04-28\|115.90\|-3.98\|120.00\|120.10\|114.00\|165999;2026-04-29\|114.17\|-1.49\|115.90\|119.38\|113.52\|204653;2026-04-30\|109.60\|-4.00\|116.00\|116.00\|108.04\|258102;2026-05-06\|107.45\|-1.96\|111.98\|112.00\|106.49\|309799;2026-05-07\|107.96\|0.47\|107.77\|108.66\|104.96\|318272;2026-05-08\|106.85\|-1.03\|106.02\|110.58\|104.20\|271289;2026-05-11\|105.54\|-1.23\|109.96\|109.96\|102.45\|281522;2026-05-12\|102.60\|-2.79\|105.52\|106.74\|101.57\|267456;2026-05-13\|107.49\|4.77\|101.10\|108.50\|101.05\|386933;2026-05-14\|101.11\|-5.94\|108.99\|108.99\|101.11\|285962;2026-05-15\|97.61\|-3.46\|101.01\|102.90\|96.95\|231784;2026-05-18\|106.14\|8.74\|97.00\|107.80\|96.12\|393167;2026-05-19\|104.50\|-1.55\|105.88\|105.90\|99.68\|240627;2026-05-20\|104.14\|-0.34\|106.59\|106.95\|103.01\|169722;2026-05-21\|99.25\|-4.70\|106.00\|108.55\|99.00\|293651;2026-05-22\|108.49\|9.31\|101.99\|109.75\|101.55\|407726;2026-05-25\|110.08\|1.47\|111.20\|112.58\|104.38\|476791;2026-05-26\|132.10\|20.00\|114.90\|132.10\|114.90\|771251;2026-05-27\|133.30\|0.91\|131.80\|138.00\|127.00\|654853;2026-05-28\|139.19\|4.42\|127.06\|139.93\|125.28\|535260;2026-05-29\|138.05\|-0.82\|134.92\|144.88\|133.38\|498961;2026-06-01\|123.00\|-10.90\|140.00\|140.10\|122.77\|356560;2026-06-02\|131.55\|6.95\|122.83\|135.77\|117.50\|415484;2026-06-03\|128.39\|-2.40\|131.55\|134.49\|125.50\|345299;2026-06-04\|128.60\|0.16\|125.13\|132.00\|122.49\|250285;2026-06-05\|117.85\|-7.94\|124.38\|125.38\|116.45\|286471;2026-06-08\|112.11\|-4.87\|110.00\|116.52\|106.50\|253831;2026-06-09\|124.90\|11.41\|114.79\|126.95\|113.82\|294711;2026-06-10\|116.40\|-6.81\|121.13\|122.95\|115.03\|275093;2026-06-11\|116.16\|-0.21\|115.88\|119.09\|114.33\|210042;2026-06-12\|123.65\|6.45\|120.88\|131.50\|119.92\|472866;2026-06-15\|133.16\|7.69\|126.00\|133.68\|124.05\|403984;2026-06-16\|138.96\|4.36\|133.00\|144.28\|130.05\|425307;2026-06-17\|141.07\|1.52\|136.00\|153.94\|136.00\|457078;2026-06-18\|138.50\|-1.82\|139.63\|142.48\|135.80\|327345;2026-06-22\|134.40\|-2.96\|139.99\|141.00\|130.38\|341297;2026-06-23\|126.82\|-5.64\|132.80\|133.47\|125.20\|254830;2026-06-24\|136.61\|7.72\|126.82\|139.49\|126.08\|324980;2026-06-25\|138.20\|1.16\|139.00\|140.88\|133.00\|315641;2026-06-26\|131.90\|-4.56\|135.90\|136.58\|128.58\|220499;2026-06-29\|124.22\|-5.82\|131.50\|134.76\|121.38\|225984;2026-06-30\|132.40\|6.59\|125.00\|134.99\|125.00\|239240;2026-07-01\|123.97\|-6.37\|132.57\|133.99\|121.92\|242064;2026-07-02\|115.30\|-6.99\|118.51\|122.44\|114.80\|186934;2026-07-03\|122.89\|6.58\|115.00\|125.15\|113.00\|223507;2026-07-06\|120.68\|-1.80\|121.00\|122.06\|113.11\|189182;2026-07-07\|121.96\|1.06\|118.12\|124.98\|117.81\|142465;2026-07-08\|118.00\|-3.25\|122.00\|123.00\|115.50\|129026;2026-07-09\|126.20\|6.95\|121.00\|127.61\|118.89\|188635;2026-07-10\|123.00\|-2.54\|127.99\|131.33\|122.46\|195593;2026-07-13\|111.01\|-9.75\|119.99\|123.73\|110.89\|165202;2026-07-14\|126.78\|14.21\|114.00\|126.95\|113.00\|309482;2026-07-15\|128.87\|1.65\|126.00\|131.44\|123.35\|246067;2026-07-16\|127.65\|-0.95\|124.00\|134.00\|119.60\|219221;2026-07-17\|113.49\|-11.09\|126.36\|126.60\|112.93\|223533;2026-07-20\|102.02\|-10.11\|116.50\|117.49\|99.00\|243754;2026-07-21\|110.23\|8.05\|104.02\|112.00\|92.10\|248861;2026-07-22\|101.00\|-8.37\|107.80\|112.88\|100.85\|208746;2026-07-23\|100.66\|-0.34\|103.02\|105.50\|98.02\|140938;2026-07-24\|96.78\|-3.85\|99.95\|100.37\|95.90\|119309
41466	工信部：推动全光交换等技术向产业园区用户侧延伸	光通信+CPO+高速铜缆行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年3月28日年报，公司子公司长芯盛旗下拥有FIBBR和iCONEC两大子品牌，其自主研发的应用于有源光缆（AOC）的多通道光电收发芯片占据全球领先市场份额。 2、据2026年4月15日业绩说明会，公司将持续关注CPO共封装光学等技术发展趋势，结合自身能力做好相关技术和业务储备。 3、据2026年3月28日年报，公司产品覆盖高速铜缆DAC/ACC/AEC，未来将为更多元化场景提供解决方案，已向多家互联网客户批量供货多种速率产品，是北美超大规模云服务商的核心供应商。	集成光电子器件研发生产企业；公司主要为全球范围内高速发展的光纤通信网络和互联网数据中心（IDC）市场提供高质量的光信号功率和波长管理器件以及高速光收发模块	2026-03-17\|144.15\|-10.45\|162.00\|162.00\|144.02\|267517;2026-03-18\|151.30\|4.96\|149.02\|151.88\|144.20\|168453;2026-03-19\|143.56\|-5.12\|145.31\|149.33\|141.95\|202114;2026-03-20\|146.13\|1.79\|148.90\|156.50\|145.00\|287470;2026-03-23\|136.07\|-6.88\|141.40\|144.33\|135.26\|198876;2026-03-24\|142.03\|4.38\|139.96\|142.67\|135.27\|185619;2026-03-25\|152.41\|7.31\|149.84\|154.79\|147.55\|270155;2026-03-26\|148.77\|-2.39\|150.02\|156.49\|148.12\|157358;2026-03-27\|150.70\|1.30\|145.73\|154.82\|142.25\|192929;2026-03-30\|159.31\|5.71\|146.71\|161.00\|146.71\|265079;2026-03-31\|153.15\|-3.87\|156.03\|158.24\|149.00\|237104;2026-04-01\|159.43\|4.10\|158.82\|160.26\|154.21\|231474;2026-04-02\|157.88\|-0.97\|157.12\|163.33\|156.23\|192220;2026-04-03\|165.18\|4.62\|161.30\|172.60\|160.14\|285764;2026-04-07\|181.10\|9.64\|169.05\|186.66\|168.90\|325995;2026-04-08\|206.39\|13.96\|190.00\|207.80\|190.00\|334937;2026-04-09\|231.86\|12.34\|200.11\|233.00\|200.11\|314150;2026-04-10\|223.80\|-3.48\|229.96\|233.80\|216.16\|328492;2026-04-13\|225.00\|0.54\|223.32\|227.25\|214.82\|270593;2026-04-14\|231.37\|2.83\|229.00\|238.35\|227.88\|241471;2026-04-15\|236.80\|2.35\|228.86\|244.89\|228.19\|225607;2026-04-16\|241.26\|1.88\|236.67\|246.78\|233.45\|176086;2026-04-17\|260.05\|7.79\|246.09\|261.88\|245.00\|234508;2026-04-20\|256.38\|-1.41\|253.50\|262.49\|245.97\|234511;2026-04-21\|264.85\|3.30\|253.98\|266.00\|253.14\|156795;2026-04-22\|279.26\|5.44\|267.00\|279.98\|265.68\|166086;2026-04-23\|270.96\|-2.97\|279.33\|290.00\|266.00\|231376;2026-04-24\|260.10\|-4.01\|265.15\|270.95\|253.18\|220679;2026-04-27\|255.14\|-1.91\|260.10\|265.00\|252.61\|162619;2026-04-28\|246.96\|-3.21\|258.31\|259.68\|244.98\|149699;2026-04-29\|247.50\|0.22\|246.08\|251.73\|239.39\|150301;2026-04-30\|256.69\|3.71\|254.50\|263.22\|250.50\|206006;2026-05-06\|252.48\|-1.64\|261.00\|264.79\|250.00\|227621;2026-05-07\|273.29\|8.24\|265.00\|279.94\|257.00\|207043;2026-05-08\|274.71\|0.52\|263.00\|278.80\|261.00\|160408;2026-05-11\|275.67\|0.35\|278.46\|282.00\|270.50\|163450;2026-05-12\|271.80\|-1.40\|278.00\|285.00\|269.01\|148767;2026-05-13\|273.10\|0.48\|266.50\|279.80\|264.12\|145800;2026-05-14\|266.99\|-2.24\|275.00\|282.00\|266.99\|142188;2026-05-15\|251.40\|-5.84\|267.34\|276.20\|250.00\|189620;2026-05-18\|251.98\|0.23\|249.35\|258.60\|243.00\|129446;2026-05-19\|239.32\|-5.02\|249.00\|249.97\|229.88\|195175;2026-05-20\|242.11\|1.17\|239.36\|242.97\|233.00\|157162;2026-05-21\|231.47\|-4.39\|244.75\|247.22\|231.00\|150294;2026-05-22\|240.30\|3.81\|236.10\|241.40\|233.05\|125835;2026-05-25\|246.00\|2.37\|233.11\|246.58\|233.00\|165622;2026-05-26\|236.13\|-4.01\|244.00\|245.04\|232.50\|126707;2026-05-27\|230.96\|-2.19\|235.87\|239.98\|227.64\|117110;2026-05-28\|240.15\|3.98\|232.00\|242.63\|222.40\|154320;2026-05-29\|249.21\|3.77\|240.77\|260.00\|240.00\|306342;2026-06-01\|219.34\|-11.99\|241.78\|243.64\|218.00\|259619;2026-06-02\|234.60\|6.96\|224.00\|240.35\|218.99\|201911;2026-06-03\|244.90\|4.39\|243.48\|253.60\|238.01\|240713;2026-06-04\|230.00\|-6.08\|238.42\|240.00\|227.13\|210775;2026-06-05\|219.00\|-4.78\|228.51\|237.98\|217.00\|193495;2026-06-08\|213.00\|-2.74\|208.08\|227.78\|206.00\|165964;2026-06-09\|238.83\|12.13\|215.79\|239.58\|213.79\|240054;2026-06-10\|229.17\|-4.04\|234.20\|238.18\|224.55\|151226;2026-06-11\|225.00\|-1.82\|229.44\|238.18\|221.17\|130871;2026-06-12\|224.03\|-0.43\|232.00\|233.48\|223.60\|154513;2026-06-15\|268.84\|20.00\|229.00\|268.84\|229.00\|262910;2026-06-16\|283.30\|5.38\|286.77\|301.62\|282.21\|287091;2026-06-17\|269.88\|-4.74\|280.01\|286.01\|262.16\|233042;2026-06-18\|281.99\|4.49\|266.30\|287.18\|266.30\|272998;2026-06-22\|298.09\|5.71\|300.00\|309.98\|290.31\|277316;2026-06-23\|286.02\|-4.05\|290.00\|309.60\|282.90\|229808;2026-06-24\|282.23\|-1.33\|288.42\|299.97\|275.86\|211377;2026-06-25\|281.90\|-0.12\|287.87\|290.00\|274.59\|190436;2026-06-26\|262.65\|-6.83\|278.00\|286.48\|262.31\|208699;2026-06-29\|253.19\|-3.60\|262.00\|268.96\|243.58\|142255;2026-06-30\|278.00\|9.80\|255.00\|280.90\|255.00\|177718;2026-07-01\|254.00\|-8.63\|275.00\|279.98\|248.50\|177065;2026-07-02\|222.00\|-12.60\|241.33\|245.00\|220.00\|174041;2026-07-03\|221.01\|-0.45\|220.00\|231.55\|218.99\|136799;2026-07-06\|214.13\|-3.11\|224.00\|225.00\|205.00\|126564;2026-07-07\|210.88\|-1.52\|214.13\|216.95\|204.10\|96947;2026-07-08\|220.99\|4.79\|215.50\|226.50\|208.95\|161796;2026-07-09\|232.70\|5.30\|226.00\|233.51\|213.10\|170364;2026-07-10\|221.79\|-4.69\|236.00\|241.99\|221.49\|140700;2026-07-13\|207.00\|-6.67\|223.14\|227.77\|203.62\|130445;2026-07-14\|213.89\|3.47\|207.69\|217.57\|195.80\|147970;2026-07-15\|213.97\|0.04\|216.01\|227.80\|211.18\|152599;2026-07-16\|193.25\|-9.68\|207.39\|209.70\|186.38\|161345;2026-07-17\|166.21\|-13.99\|189.00\|192.78\|164.01\|176777;2026-07-20\|153.35\|-7.74\|172.98\|177.55\|147.00\|173921;2026-07-21\|175.28\|14.30\|156.42\|175.89\|133.13\|220161;2026-07-22\|168.98\|-3.59\|177.48\|182.82\|166.22\|154542;2026-07-23\|169.07\|0.05\|171.76\|177.00\|167.30\|112580;2026-07-24\|163.01\|-3.58\|167.04\|169.60\|160.08\|107170
41465	工信部：推动全光交换等技术向产业园区用户侧延伸	涨停揭秘：工信部推动全光交换技术向产业园区延伸，AI算力基建拉动高端测试仪器需求爆发；涨停缘由：超高带宽实时示波器等新品进入量产交付期；测试电源订单饱满；国产替代加速替代Keysight等海外厂商；资金逻辑：机构调研频次显著增加，北向资金连续加仓，科创板流动性改善提升科技股关注度；风险提示：下游资本开支受AI产业节奏影响较大，新品放量进度存在不确定性，毛利率承压	光模块等AI基础设施需求爆发催化测试仪器，公司测试电源订单饱满，超高带宽实时示波器等新品待落地	2026-03-17\|41.46\|-4.80\|43.57\|44.27\|41.18\|36152;2026-03-18\|42.20\|1.78\|41.63\|42.30\|41.27\|20434;2026-03-19\|41.25\|-2.25\|42.03\|42.28\|40.97\|28568;2026-03-20\|39.97\|-3.10\|40.81\|42.20\|39.83\|29037;2026-03-23\|36.82\|-7.88\|38.97\|39.72\|36.40\|56087;2026-03-24\|38.12\|3.53\|37.76\|38.30\|37.03\|30185;2026-03-25\|39.99\|4.91\|38.51\|40.60\|38.30\|35111;2026-03-26\|38.40\|-3.98\|40.25\|40.73\|38.00\|27842;2026-03-27\|40.66\|5.89\|38.20\|40.95\|37.46\|41274;2026-03-30\|41.50\|2.07\|40.22\|42.17\|39.75\|36231;2026-03-31\|41.50\|0.00\|41.60\|42.80\|41.32\|35740;2026-04-01\|42.95\|3.49\|42.80\|43.50\|42.01\|30169;2026-04-02\|43.93\|2.28\|43.44\|44.66\|42.58\|42186;2026-04-03\|45.33\|3.19\|43.72\|46.16\|43.60\|39324;2026-04-07\|45.56\|0.51\|45.23\|47.57\|44.56\|44650;2026-04-08\|52.98\|16.29\|46.53\|52.98\|46.22\|78726;2026-04-09\|53.50\|0.98\|52.46\|55.20\|51.00\|67729;2026-04-10\|52.72\|-1.46\|54.73\|57.06\|52.15\|110337;2026-04-13\|55.25\|4.80\|52.42\|57.00\|52.32\|85044;2026-04-14\|55.14\|-0.20\|56.80\|57.68\|54.81\|66630;2026-04-15\|54.74\|-0.73\|55.61\|56.45\|53.50\|67872;2026-04-16\|57.26\|4.60\|54.70\|58.50\|54.10\|86684;2026-04-17\|62.90\|9.85\|59.06\|64.50\|57.00\|85455;2026-04-20\|62.40\|-0.79\|63.39\|66.06\|60.00\|109838;2026-04-21\|64.03\|2.61\|64.46\|66.02\|61.50\|110708;2026-04-22\|64.68\|1.02\|62.89\|65.00\|61.82\|89988;2026-04-23\|66.93\|3.48\|64.88\|67.90\|64.20\|102947;2026-04-24\|62.80\|-6.17\|68.88\|69.96\|61.00\|127534;2026-04-27\|65.66\|4.55\|64.06\|66.44\|62.04\|93794;2026-04-28\|62.21\|-5.25\|64.88\|65.33\|61.50\|72562;2026-04-29\|61.41\|-1.29\|59.96\|62.75\|59.59\|86129;2026-04-30\|60.39\|-1.66\|60.58\|61.78\|59.69\|51617;2026-05-06\|61.20\|1.34\|61.21\|62.25\|60.00\|76889;2026-05-07\|63.30\|3.43\|61.99\|64.30\|61.30\|62832;2026-05-08\|60.39\|-4.60\|62.30\|63.00\|60.00\|80296;2026-05-11\|61.93\|2.55\|61.68\|62.90\|61.05\|65195;2026-05-12\|59.60\|-3.76\|61.74\|62.72\|58.68\|65876;2026-05-13\|59.09\|-0.86\|58.96\|60.02\|57.50\|58738;2026-05-14\|62.00\|4.92\|59.68\|64.18\|58.70\|88259;2026-05-15\|62.19\|0.31\|62.00\|65.18\|60.75\|87465;2026-05-18\|64.50\|3.71\|62.19\|66.78\|61.41\|89358;2026-05-19\|64.85\|0.54\|64.00\|66.25\|63.01\|69591;2026-05-20\|66.72\|2.88\|65.00\|67.10\|64.13\|92191;2026-05-21\|62.02\|-7.04\|66.06\|67.98\|62.00\|92377;2026-05-22\|65.19\|5.11\|65.02\|65.98\|63.00\|72565;2026-05-25\|67.94\|4.22\|66.24\|68.42\|63.62\|79274;2026-05-26\|62.90\|-7.42\|66.60\|67.25\|61.60\|83092;2026-05-27\|63.64\|1.18\|63.00\|67.94\|62.88\|79574;2026-05-28\|68.14\|7.07\|63.00\|69.63\|62.49\|89943;2026-05-29\|60.14\|-11.74\|70.99\|71.50\|59.48\|115642;2026-06-01\|56.80\|-5.55\|59.94\|60.69\|56.00\|80913;2026-06-02\|57.39\|1.04\|56.80\|59.17\|56.18\|53690;2026-06-03\|62.60\|9.08\|57.50\|65.12\|57.50\|87020;2026-06-04\|66.38\|6.04\|61.10\|67.80\|60.72\|80489;2026-06-05\|65.98\|-0.60\|65.33\|70.18\|64.80\|73589;2026-06-08\|67.80\|2.76\|62.00\|71.30\|62.00\|96440;2026-06-09\|70.66\|4.22\|69.98\|72.49\|67.75\|83727;2026-06-10\|71.50\|1.19\|70.38\|74.33\|68.50\|100769;2026-06-11\|69.07\|-3.40\|70.39\|71.48\|67.00\|79171;2026-06-12\|64.47\|-6.66\|71.50\|72.00\|64.47\|92155;2026-06-15\|67.20\|4.23\|65.76\|67.60\|63.80\|61820;2026-06-16\|79.00\|17.56\|67.33\|80.64\|66.80\|126974;2026-06-17\|78.57\|-0.54\|77.80\|79.95\|75.30\|110049;2026-06-18\|78.70\|0.68\|78.00\|79.93\|76.78\|79283;2026-06-22\|75.00\|-4.70\|78.78\|81.80\|72.56\|99527;2026-06-23\|72.20\|-3.73\|74.33\|74.68\|70.71\|61830;2026-06-24\|73.94\|2.41\|71.48\|74.00\|68.65\|86967;2026-06-25\|72.54\|-1.89\|72.50\|75.30\|70.55\|83315;2026-06-26\|70.17\|-3.27\|71.95\|74.95\|69.76\|77214;2026-06-29\|73.85\|5.24\|70.93\|76.31\|69.77\|85058;2026-06-30\|74.93\|1.46\|73.12\|74.93\|70.27\|92718;2026-07-01\|72.03\|-3.87\|75.20\|78.00\|71.01\|113067;2026-07-02\|67.85\|-5.80\|68.60\|72.88\|66.28\|81177;2026-07-03\|66.66\|-1.75\|67.83\|71.20\|64.80\|66615;2026-07-06\|60.86\|-8.70\|68.87\|69.58\|60.07\|94726;2026-07-07\|59.48\|-2.27\|60.68\|61.76\|58.00\|55160;2026-07-08\|57.20\|-3.83\|59.06\|61.58\|55.59\|59039;2026-07-09\|55.57\|-2.85\|58.71\|59.20\|52.11\|107417;2026-07-10\|54.58\|-1.78\|55.58\|58.88\|54.32\|76723;2026-07-13\|49.40\|-9.49\|53.06\|54.43\|49.13\|66922;2026-07-14\|50.70\|2.63\|49.40\|51.43\|48.11\|52919;2026-07-15\|49.14\|-3.08\|51.28\|51.63\|48.53\|43905;2026-07-16\|46.06\|-6.27\|49.03\|49.13\|45.76\|51496;2026-07-17\|41.49\|-9.92\|46.17\|46.65\|41.30\|55491;2026-07-20\|38.52\|-7.16\|42.29\|43.22\|37.30\|71038;2026-07-21\|42.19\|9.53\|39.20\|42.29\|35.31\|71339;2026-07-22\|41.36\|-1.97\|42.00\|43.18\|40.89\|44456;2026-07-23\|41.21\|-0.36\|41.69\|42.66\|40.14\|37898;2026-07-24\|40.34\|-2.11\|40.80\|41.54\|39.70\|31788
41464	工信部：推动全光交换等技术向产业园区用户侧延伸	光通信客户+电子测试测量仪器+权益分派行业原因： 6月1日，英伟达CEO黄仁勋在台北的GTC演讲中宣布，英伟达新一代平台Vera Rubin已经全面投入生产。公司原因： 1、据2026年4月27日投资者关系活动记录表，光通信需求带动电源及源表类产品增长。报告期内电源及源表类产品收入同比增长 56.82%，其中光通信客户使用的相关系列电源收入同比增长166.16%。 2、公司是全球极少数具有数字示波器、信号发生器、频谱分析仪和矢量网络分析仪四大通用电子测试测量仪器主力产品研发、生产和销售能力的通用电子测试测量仪器企业,同时也是国内极少数同时拥有这四大主力产品并且四大主力产品全线进入高端领域的企业。 3、据2026年6月3日公告，公司发布2025年年度权益分派实施公告，拟向全体股东每10股派发现金红利6.6元。 4、据2026年4月27日投资者关系活动记录表，公司2026年一季度高端产品营收占比提升至39%，银河系列高端射频微波类产品整体营收同比增长173.94%。	国内头部电子测量仪器供应商，可为光模块、AI芯片、电源等下游客户提供测试仪器，用于研发和产线测试	2026-03-17\|40.82\|-5.49\|43.50\|43.71\|40.78\|13594;2026-03-18\|41.70\|2.16\|41.07\|41.83\|40.84\|8582;2026-03-19\|39.83\|-4.48\|41.00\|41.02\|39.64\|13769;2026-03-20\|38.82\|-2.54\|40.00\|40.38\|38.82\|9297;2026-03-23\|36.00\|-7.26\|38.45\|38.50\|35.77\|20741;2026-03-24\|37.66\|4.61\|37.60\|37.70\|36.13\|16596;2026-03-25\|38.79\|3.00\|38.51\|40.00\|38.12\|19412;2026-03-26\|38.11\|-1.75\|38.31\|39.24\|37.80\|13575;2026-03-27\|38.62\|1.34\|37.60\|38.80\|37.40\|8575;2026-03-30\|39.29\|1.73\|37.93\|39.75\|37.40\|15545;2026-03-31\|38.28\|-2.57\|38.98\|39.65\|38.23\|13158;2026-04-01\|39.15\|2.27\|39.00\|39.50\|38.82\|10240;2026-04-02\|39.47\|0.82\|39.16\|40.23\|38.70\|17244;2026-04-03\|40.21\|1.87\|39.40\|41.07\|38.99\|14495;2026-04-07\|40.82\|1.52\|40.77\|41.20\|39.63\|16358;2026-04-08\|48.48\|18.77\|41.92\|48.74\|41.81\|58011;2026-04-09\|47.72\|-1.57\|48.00\|49.26\|47.54\|48598;2026-04-10\|46.51\|-2.54\|48.10\|48.26\|46.40\|33347;2026-04-13\|49.49\|6.41\|46.51\|50.50\|46.03\|58874;2026-04-14\|48.86\|-1.27\|50.88\|53.00\|48.50\|58471;2026-04-15\|49.50\|1.31\|48.86\|50.32\|47.87\|44084;2026-04-16\|50.43\|1.88\|49.66\|51.68\|48.80\|40222;2026-04-17\|54.16\|7.40\|50.46\|55.40\|50.46\|49787;2026-04-20\|52.27\|-3.49\|53.86\|54.96\|51.61\|46404;2026-04-21\|53.22\|1.82\|52.06\|53.85\|51.60\|36538;2026-04-22\|54.06\|1.58\|52.61\|54.54\|52.11\|28745;2026-04-23\|53.81\|-0.46\|54.43\|54.67\|52.04\|38914;2026-04-24\|54.35\|1.00\|53.52\|59.70\|53.52\|67642;2026-04-27\|61.68\|13.49\|55.65\|63.00\|54.60\|72790;2026-04-28\|60.47\|-1.96\|61.50\|62.00\|58.80\|41924;2026-04-29\|61.58\|1.84\|60.26\|64.00\|59.08\|47984;2026-04-30\|61.58\|0.00\|62.81\|62.94\|59.89\|34874;2026-05-06\|61.44\|-0.23\|62.00\|62.86\|59.50\|49054;2026-05-07\|63.17\|2.82\|61.26\|63.70\|60.32\|37342;2026-05-08\|62.03\|-1.80\|62.54\|63.00\|60.39\|37462;2026-05-11\|61.32\|-1.14\|62.25\|63.18\|60.18\|33220;2026-05-12\|57.23\|-6.67\|61.28\|61.91\|56.90\|61668;2026-05-13\|57.03\|-0.35\|56.83\|57.45\|56.08\|34454;2026-05-14\|62.30\|9.24\|57.64\|64.44\|56.65\|67888;2026-05-15\|67.84\|8.89\|62.69\|70.77\|62.00\|76455;2026-05-18\|70.86\|4.45\|63.03\|73.00\|63.03\|76744;2026-05-19\|70.80\|-0.08\|69.80\|71.31\|66.77\|39459;2026-05-20\|75.55\|6.71\|69.80\|75.60\|68.88\|49642;2026-05-21\|70.70\|-6.42\|75.99\|75.99\|70.00\|44017;2026-05-22\|73.02\|3.28\|71.85\|76.80\|70.70\|36546;2026-05-25\|72.96\|-0.08\|74.60\|75.17\|71.69\|41809;2026-05-26\|68.97\|-5.47\|72.80\|73.66\|67.18\|31719;2026-05-27\|70.26\|1.87\|69.00\|72.88\|66.85\|38266;2026-05-28\|75.06\|6.83\|69.86\|76.49\|68.93\|40552;2026-05-29\|69.00\|-8.07\|76.22\|79.82\|68.81\|50491;2026-06-01\|64.65\|-6.30\|68.37\|70.50\|64.65\|50040;2026-06-02\|64.80\|0.23\|64.29\|66.61\|62.80\|36901;2026-06-03\|73.39\|13.26\|64.47\|77.76\|63.91\|72391;2026-06-04\|71.75\|-2.23\|72.88\|74.77\|69.88\|79797;2026-06-05\|71.16\|-0.82\|70.89\|76.10\|68.51\|51651;2026-06-08\|70.56\|-0.84\|67.55\|74.44\|66.00\|53219;2026-06-09\|70.70\|0.20\|71.20\|71.99\|68.51\|42613;2026-06-10\|71.34\|1.86\|68.66\|73.00\|68.07\|48268;2026-06-11\|72.61\|1.78\|70.73\|74.50\|69.90\|42914;2026-06-12\|70.16\|-3.37\|74.00\|76.69\|70.00\|55851;2026-06-15\|73.47\|4.72\|70.56\|74.66\|70.00\|48720;2026-06-16\|79.96\|8.83\|75.50\|80.23\|71.23\|65957;2026-06-17\|77.32\|-3.30\|77.76\|79.95\|75.00\|60721;2026-06-18\|78.01\|0.89\|77.20\|80.86\|76.11\|49498;2026-06-22\|68.75\|-11.87\|78.88\|78.88\|66.80\|93494;2026-06-23\|69.26\|0.74\|69.88\|71.98\|66.01\|57150;2026-06-24\|71.13\|2.70\|68.99\|71.59\|66.00\|48308;2026-06-25\|73.91\|3.91\|73.42\|76.42\|71.52\|56176;2026-06-26\|69.90\|-5.43\|73.98\|74.88\|68.50\|43554;2026-06-29\|70.30\|0.57\|69.79\|74.30\|67.33\|47520;2026-06-30\|73.46\|4.50\|70.50\|75.34\|69.22\|39731;2026-07-01\|79.47\|8.18\|74.00\|80.06\|72.18\|60913;2026-07-02\|80.30\|1.04\|76.02\|84.85\|74.30\|70711;2026-07-03\|84.91\|5.74\|80.44\|88.77\|77.88\|67888;2026-07-06\|77.37\|-8.88\|87.55\|91.17\|76.88\|82883;2026-07-07\|74.13\|-4.19\|75.93\|79.19\|72.50\|59426;2026-07-08\|71.98\|-2.90\|74.64\|76.50\|66.15\|60730;2026-07-09\|72.60\|0.86\|72.08\|72.98\|67.68\|42277;2026-07-10\|69.02\|-4.93\|72.93\|74.98\|69.02\|45510;2026-07-13\|63.41\|-8.13\|68.68\|69.69\|61.80\|45905;2026-07-14\|65.95\|4.01\|63.35\|67.13\|62.00\|28501;2026-07-15\|63.82\|-3.23\|66.00\|66.64\|62.75\|22225;2026-07-16\|61.68\|-3.35\|63.00\|65.47\|60.58\|25257;2026-07-17\|55.53\|-9.97\|60.96\|62.80\|55.02\|38563;2026-07-20\|49.51\|-10.84\|56.53\|57.00\|48.21\|49742;2026-07-21\|53.04\|7.13\|50.00\|53.30\|45.00\|46681;2026-07-22\|51.37\|-3.15\|52.99\|54.16\|50.95\|35774;2026-07-23\|50.29\|-2.10\|51.72\|52.75\|49.30\|23673;2026-07-24\|48.80\|-2.96\|50.00\|50.62\|48.21\|19957
41463	工信部：推动全光交换等技术向产业园区用户侧延伸	CPO硅光模块+鄂州投产+园林工程行业原因： LightCounting 4月1日报告指出，到2030年，AI集群所用光互连产品年销售额有望达到1000亿美元。Scale-out网络中每GPU最多需6个模块，Scale-up网络所需带宽约为前者的10倍。公司原因： 1、据2025年11月18日互动易，武汉钧恒鄂州一期150万只/年400G/800G硅光模块产线已于2025年12月投产，二期300万只/年产能预计2027年建成。 2、据2025年11月10日互动易，武汉钧恒客户包括Coherent、索尔思、新华三等，形成稳定合作关系。 3、据2026年4月3日2025年度报告，公司园林工程具备风景园林设计甲级、市政公用工程施工总承包壹级等完整资质体系，形成设计施工苗木一体化经营。	公司拟不超1.95亿元收购武汉钧恒30%股权，武汉钧恒对高速光模块技术持续投入，当前已经具备单波400G高速链路仿真能力，um级高精度光学微组装能力，及各种高速控制算法能力；基于上述能力积累，当前武汉钧恒1.6T模块相关产品已经开发出来，具备送样能力，3.2T模块单点技术已经验证完成，预计年底启动项目开发	2026-03-17\|40.32\|-5.77\|42.79\|43.00\|39.50\|549430;2026-03-18\|41.98\|4.12\|41.50\|42.24\|40.09\|435289;2026-03-19\|40.77\|-2.88\|42.00\|42.50\|40.05\|415638;2026-03-20\|42.70\|4.73\|42.80\|44.85\|42.26\|814517;2026-03-23\|38.43\|-10.00\|39.89\|41.36\|38.43\|640135;2026-03-24\|40.19\|4.58\|39.20\|40.74\|36.91\|609780;2026-03-25\|40.89\|1.74\|42.00\|43.52\|40.20\|659112;2026-03-26\|38.79\|-5.14\|40.81\|41.35\|38.58\|462358;2026-03-27\|38.94\|0.39\|37.64\|39.65\|37.14\|332335;2026-03-30\|39.15\|0.54\|38.61\|39.70\|37.87\|295279;2026-03-31\|37.76\|-3.55\|38.17\|38.64\|36.80\|424778;2026-04-01\|39.75\|5.27\|39.10\|40.30\|37.84\|465059;2026-04-02\|39.74\|-0.03\|39.13\|41.98\|39.13\|511401;2026-04-03\|40.41\|1.69\|40.49\|42.55\|40.38\|550450;2026-04-07\|40.27\|-0.35\|41.00\|42.30\|39.81\|371490;2026-04-08\|44.30\|10.01\|42.15\|44.30\|41.56\|522565;2026-04-09\|43.29\|-2.28\|44.20\|45.82\|42.40\|610512;2026-04-10\|43.91\|1.43\|43.50\|44.70\|41.70\|610118;2026-04-13\|42.81\|-2.51\|43.78\|43.98\|42.20\|427523;2026-04-14\|41.87\|-2.20\|42.60\|44.80\|41.18\|617900;2026-04-15\|41.45\|-1.00\|41.87\|43.50\|40.90\|517741;2026-04-16\|41.54\|0.22\|40.90\|41.88\|39.87\|434211;2026-04-17\|44.71\|7.63\|42.63\|45.20\|42.20\|870652;2026-04-20\|43.33\|-3.09\|44.35\|45.30\|42.72\|699928;2026-04-21\|44.68\|3.12\|42.89\|46.35\|41.71\|573534;2026-04-22\|46.29\|3.60\|44.10\|46.50\|44.10\|636425;2026-04-23\|50.92\|10.00\|47.20\|50.92\|45.21\|778859;2026-04-24\|50.30\|-1.22\|51.82\|53.65\|48.18\|898214;2026-04-27\|49.31\|-1.97\|49.10\|50.30\|46.50\|665050;2026-04-28\|51.79\|5.03\|51.01\|54.24\|51.01\|898638;2026-04-29\|53.92\|4.11\|50.51\|55.95\|50.00\|680734;2026-04-30\|53.96\|0.07\|54.01\|56.70\|53.58\|496808;2026-05-06\|52.56\|-2.59\|54.64\|55.50\|51.76\|570866;2026-05-07\|56.71\|7.90\|52.35\|57.37\|50.48\|655234;2026-05-08\|62.38\|10.00\|55.55\|62.38\|54.61\|579660;2026-05-11\|63.80\|2.28\|65.70\|66.00\|61.00\|600048;2026-05-12\|64.29\|0.77\|64.16\|65.80\|61.00\|535278;2026-05-13\|63.44\|-1.32\|63.03\|64.73\|62.08\|417439;2026-05-14\|69.78\|9.99\|64.00\|69.78\|61.99\|626006;2026-05-15\|62.75\|-10.00\|69.00\|69.00\|62.75\|653330;2026-05-18\|66.82\|6.49\|65.08\|69.03\|64.51\|702754;2026-05-19\|63.85\|-4.44\|66.01\|66.76\|61.16\|526423;2026-05-20\|61.01\|-4.45\|63.36\|63.48\|58.92\|554225;2026-05-21\|57.40\|-5.92\|61.73\|62.36\|57.10\|440612;2026-05-22\|60.59\|5.56\|58.50\|61.66\|58.00\|369827;2026-05-25\|60.00\|-0.97\|60.65\|61.10\|57.43\|426867;2026-05-26\|58.17\|-3.05\|59.01\|61.50\|58.00\|420824;2026-05-27\|56.77\|-2.41\|57.90\|58.74\|55.30\|367041;2026-05-28\|60.55\|6.66\|58.00\|62.33\|56.03\|523571;2026-05-29\|57.94\|-4.31\|61.50\|61.98\|57.38\|387974;2026-06-01\|53.53\|-7.61\|57.10\|58.59\|53.45\|370884;2026-06-02\|55.50\|3.68\|54.59\|56.40\|53.28\|288750;2026-06-03\|58.53\|5.46\|57.66\|59.97\|56.81\|424605;2026-06-04\|57.13\|-2.39\|56.90\|59.99\|56.55\|318248;2026-06-05\|54.49\|-4.62\|57.00\|58.33\|54.00\|332498;2026-06-08\|49.04\|-10.00\|50.09\|51.89\|49.04\|406649;2026-06-09\|50.78\|3.55\|49.97\|51.18\|48.90\|436015;2026-06-10\|50.60\|-0.35\|49.60\|51.76\|48.20\|334708;2026-06-11\|49.05\|-3.06\|50.15\|51.60\|48.13\|253031;2026-06-12\|49.50\|0.92\|50.25\|50.48\|48.58\|294998;2026-06-15\|52.68\|6.42\|49.51\|52.87\|49.06\|395440;2026-06-16\|53.00\|0.61\|52.50\|54.35\|49.30\|589150;2026-06-17\|54.96\|3.70\|52.00\|56.40\|51.26\|505222;2026-06-18\|58.10\|5.71\|54.63\|59.14\|54.60\|543060;2026-06-22\|56.39\|-2.94\|60.00\|60.58\|54.29\|591375;2026-06-23\|61.36\|8.81\|55.99\|62.03\|55.13\|793801;2026-06-24\|61.43\|0.11\|58.21\|61.61\|57.50\|577379;2026-06-25\|62.23\|1.30\|61.41\|64.80\|59.80\|597632;2026-06-26\|56.01\|-10.00\|61.00\|61.81\|56.01\|533993;2026-06-29\|52.88\|-5.59\|54.06\|56.50\|52.00\|348519;2026-06-30\|53.50\|1.17\|54.00\|54.85\|51.53\|324105;2026-07-01\|50.65\|-5.33\|53.50\|53.85\|50.38\|344031;2026-07-02\|46.85\|-7.50\|48.80\|50.22\|46.64\|296113;2026-07-03\|45.70\|-2.45\|46.97\|47.64\|45.70\|248532;2026-07-06\|44.01\|-3.70\|46.01\|47.00\|43.01\|260772;2026-07-07\|41.61\|-5.45\|43.75\|43.75\|40.60\|325839;2026-07-08\|41.28\|-0.79\|42.00\|43.18\|39.58\|291154;2026-07-09\|43.55\|5.50\|42.03\|43.85\|39.96\|300728;2026-07-10\|43.39\|-0.37\|44.01\|47.07\|43.34\|368990;2026-07-13\|41.28\|-4.86\|43.37\|44.88\|41.11\|261324;2026-07-14\|42.62\|3.25\|41.80\|43.00\|40.11\|247557;2026-07-15\|40.70\|-4.50\|43.45\|43.55\|40.51\|207479;2026-07-16\|38.80\|-4.67\|39.85\|40.89\|38.50\|210792;2026-07-17\|34.92\|-10.00\|38.20\|38.91\|34.92\|257175;2026-07-20\|31.43\|-9.99\|34.00\|35.49\|31.43\|381990;2026-07-21\|33.16\|5.50\|31.81\|33.58\|28.29\|544102;2026-07-22\|32.01\|-3.47\|32.68\|33.86\|31.80\|317328;2026-07-23\|31.68\|-1.03\|32.50\|33.26\|31.20\|240268;2026-07-24\|31.00\|-2.15\|31.25\|32.07\|30.48\|208747
41462	工信部：推动全光交换等技术向产业园区用户侧延伸	光芯片+光纤光缆+超导带材行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月18日业绩说明会，2026年一季度公司光通信产品收入与毛利率增幅较大，主要受益于AI算力需求爆发式增长带动光纤市场量价齐升；公司70mW CW-DFB及100G EML光芯片已完成研发验证与客户适配测试并实现供货，正有序推进产能扩充工作。 2、据2026年4月21日年报及2026年5月18日互动易，公司构建了“光棒—光纤—光缆”全产业链，并向光芯片、光器件等领域延伸，具备端到端综合解决方案能力；公司70mW CW-DFB、100G EML系列已实现供货，正积极对接海内外主流光模块企业，持续送样测试。 3、据2026年5月18日互动易，子公司东部超导专注于第二代高温超导带材，已具备规模化供应能力，产品成功应用于可控核聚变磁体、超导感应加热等关键场景，公司与中国科学院系统、能量奇点等机构保持战略合作。	1、公司已经实现了从光芯片-光器件-光模块-系统集成的全产业链布局； 2、公司高温超导带材已应用于超导感应加热、超导磁拉单晶、可控核聚变磁体、超导电力装备等领域	2026-03-17\|27.07\|-4.82\|28.54\|28.57\|26.85\|1023119;2026-03-18\|27.49\|1.55\|26.90\|27.50\|26.40\|704817;2026-03-19\|26.96\|-1.93\|26.84\|27.35\|26.67\|528831;2026-03-20\|27.66\|2.60\|27.36\|28.50\|27.12\|1581663;2026-03-23\|25.32\|-8.46\|26.36\|26.50\|25.00\|1337696;2026-03-24\|25.21\|-0.43\|25.81\|25.96\|24.11\|919620;2026-03-25\|26.25\|4.13\|25.68\|26.46\|25.68\|1071384;2026-03-26\|25.39\|-3.28\|26.25\|26.33\|25.02\|901003;2026-03-27\|25.55\|0.63\|24.50\|26.10\|24.19\|898523;2026-03-30\|27.69\|8.38\|25.00\|28.09\|24.99\|1687135;2026-03-31\|27.74\|0.18\|27.13\|28.28\|26.90\|1340850;2026-04-01\|30.51\|9.99\|28.50\|30.51\|28.50\|2354132;2026-04-02\|30.29\|-0.72\|30.30\|31.88\|29.70\|2198990;2026-04-03\|30.98\|2.28\|31.03\|32.30\|30.60\|1677444;2026-04-07\|30.21\|-2.49\|30.98\|31.81\|30.01\|1241374;2026-04-08\|33.23\|10.00\|31.59\|33.23\|31.30\|1535919;2026-04-09\|34.64\|4.24\|33.95\|34.92\|33.20\|1864375;2026-04-10\|38.10\|9.99\|34.65\|38.10\|33.98\|2331300;2026-04-13\|38.70\|1.57\|37.87\|39.61\|36.70\|2175915;2026-04-14\|37.18\|-3.93\|38.10\|38.62\|36.80\|1840653;2026-04-15\|37.54\|0.97\|37.26\|40.27\|36.98\|2323465;2026-04-16\|39.47\|5.14\|37.50\|40.50\|36.41\|2004663;2026-04-17\|41.30\|4.64\|39.47\|42.50\|39.47\|1673910;2026-04-20\|41.80\|1.21\|41.31\|43.86\|40.72\|1853075;2026-04-21\|41.39\|-0.98\|39.95\|42.30\|39.95\|1628974;2026-04-22\|45.53\|10.00\|41.39\|45.53\|41.39\|707703;2026-04-23\|48.50\|6.52\|48.10\|50.07\|47.20\|2308499;2026-04-24\|49.01\|1.05\|48.50\|51.00\|47.55\|1957770;2026-04-27\|48.52\|-1.00\|49.91\|50.40\|47.28\|1394350;2026-04-28\|44.85\|-7.56\|48.60\|49.35\|44.53\|1984598;2026-04-29\|43.32\|-3.41\|44.61\|45.05\|42.78\|1670887;2026-04-30\|42.41\|-2.10\|43.84\|44.22\|41.80\|1202231;2026-05-06\|43.68\|2.99\|43.31\|44.78\|43.04\|1476186;2026-05-07\|47.52\|8.79\|44.72\|48.05\|43.41\|2266602;2026-05-08\|49.94\|5.09\|46.09\|50.49\|45.92\|2087162;2026-05-11\|51.40\|2.92\|50.58\|52.50\|48.93\|1864012;2026-05-12\|52.32\|1.79\|51.63\|55.99\|51.60\|1917080;2026-05-13\|51.83\|-0.94\|51.43\|52.88\|50.76\|1358830;2026-05-14\|53.99\|4.17\|52.85\|56.39\|52.26\|1903822;2026-05-15\|51.50\|-4.61\|53.99\|55.51\|49.70\|1583050;2026-05-18\|51.55\|0.10\|50.47\|52.54\|50.47\|1125158;2026-05-19\|50.47\|-2.10\|50.70\|50.97\|47.93\|1121210;2026-05-20\|50.63\|0.32\|50.55\|51.48\|48.81\|1056496;2026-05-21\|46.29\|-8.57\|51.36\|51.36\|45.88\|1410460;2026-05-22\|47.31\|2.20\|47.22\|47.75\|46.50\|895414;2026-05-25\|47.20\|-0.23\|47.08\|47.31\|45.93\|1071397;2026-05-26\|46.28\|-1.95\|46.66\|46.80\|42.60\|1890227;2026-05-27\|48.50\|4.80\|45.36\|49.88\|45.28\|1960929;2026-05-28\|48.53\|0.06\|47.60\|48.78\|45.89\|1454098;2026-05-29\|47.81\|-1.48\|48.80\|50.47\|46.42\|1880512;2026-06-01\|45.11\|-5.65\|46.93\|49.38\|45.01\|1239762;2026-06-02\|49.62\|10.00\|45.11\|49.62\|45.11\|1895285;2026-06-03\|51.92\|4.64\|51.00\|54.58\|50.77\|2287955;2026-06-04\|54.29\|4.56\|51.00\|54.95\|51.00\|1476736;2026-06-05\|55.42\|2.08\|54.10\|59.72\|54.10\|2102307;2026-06-08\|53.00\|-4.37\|51.99\|56.80\|51.87\|1612508;2026-06-09\|56.90\|7.36\|54.41\|57.16\|53.23\|1564631;2026-06-10\|52.30\|-8.08\|55.70\|56.48\|51.61\|1286613;2026-06-11\|52.33\|0.06\|51.49\|55.26\|50.87\|1246010;2026-06-12\|51.30\|-1.97\|54.02\|54.18\|50.60\|1305729;2026-06-15\|53.53\|4.35\|52.29\|54.00\|49.10\|1205280;2026-06-16\|58.88\|9.99\|53.93\|58.88\|53.09\|1369957;2026-06-17\|63.09\|7.17\|59.25\|64.69\|58.99\|1831260;2026-06-18\|62.12\|-1.54\|61.83\|64.35\|61.38\|1263933;2026-06-22\|63.70\|2.54\|63.48\|65.36\|60.99\|1463995;2026-06-23\|62.49\|-1.90\|63.70\|66.66\|61.53\|1394260;2026-06-24\|68.74\|10.00\|61.01\|68.74\|61.01\|1563121;2026-06-25\|72.96\|6.14\|70.50\|73.97\|68.10\|1319762;2026-06-26\|65.71\|-9.94\|72.81\|73.90\|65.66\|1524525;2026-06-29\|63.10\|-3.97\|66.76\|67.38\|59.99\|1278470;2026-06-30\|67.48\|6.94\|63.81\|67.90\|61.96\|1071333;2026-07-01\|62.46\|-7.44\|67.50\|67.50\|61.00\|1167856;2026-07-02\|56.21\|-10.01\|59.01\|59.97\|56.21\|956424;2026-07-03\|54.53\|-2.99\|55.61\|57.56\|54.50\|963024;2026-07-06\|50.05\|-8.22\|57.50\|57.50\|49.12\|1564924;2026-07-07\|49.05\|-2.00\|49.06\|50.67\|46.73\|1399780;2026-07-08\|47.58\|-3.00\|49.25\|50.18\|47.31\|947280;2026-07-09\|50.66\|6.47\|48.98\|50.74\|45.50\|1399694;2026-07-10\|49.04\|-3.20\|50.75\|53.33\|49.00\|1391386;2026-07-13\|44.94\|-8.36\|47.43\|48.81\|44.55\|1162847;2026-07-14\|48.60\|8.14\|45.13\|48.85\|44.17\|1270504;2026-07-15\|47.06\|-3.17\|49.61\|49.87\|46.82\|1031946;2026-07-16\|44.53\|-5.38\|45.71\|47.18\|43.95\|808434;2026-07-17\|40.08\|-9.99\|43.77\|44.59\|40.08\|980793;2026-07-20\|36.07\|-10.01\|41.00\|41.45\|36.07\|1346805;2026-07-21\|38.28\|6.13\|36.66\|38.32\|32.46\|1780858;2026-07-22\|35.58\|-7.05\|36.80\|39.10\|35.02\|1412753;2026-07-23\|35.36\|-0.62\|36.10\|37.37\|34.87\|1038300;2026-07-24\|33.57\|-5.06\|34.68\|35.41\|33.17\|933642
41461	工信部：推动全光交换等技术向产业园区用户侧延伸	拟控股威泰思+光通信+HVLS风扇行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2026年4月7日公告，公司与威泰思光电及其控股股东签署《收购意向协议》，拟通过增资及现金收购方式取得标的公司不低于51%股权，完成后将控股主营精密光学元器件的威泰思光电，进一步完善AI硬件产业链布局。 2、据2025年半年度报告，公司HVLS风扇产销规模国内领先，并已在印度、墨西哥、新加坡设子公司加速全球化，2025年境外收入占比持续提升。	公司拟控股威泰思光电，深化AI硬件全产业链布局，标的专注于精密光学元器件，核心产品覆盖光学棱镜、偏振片、透镜、滤光片、分束器及镜头组件等，广泛应用于光通信、机器视觉、工业激光、生物医学等高成长领域	2026-03-17\|64.45\|-0.06\|64.78\|65.50\|63.67\|20263;2026-03-18\|66.27\|2.82\|65.00\|66.55\|64.08\|25823;2026-03-19\|67.07\|1.21\|65.90\|68.50\|65.18\|42662;2026-03-20\|65.00\|-3.09\|67.53\|68.40\|64.68\|31916;2026-03-23\|64.35\|-1.00\|63.83\|66.18\|62.80\|28384;2026-03-24\|67.08\|4.24\|65.23\|67.16\|62.88\|25860;2026-03-25\|69.87\|4.16\|67.00\|71.26\|66.75\|34842;2026-03-26\|68.48\|-1.99\|69.18\|70.44\|67.33\|21672;2026-03-27\|68.39\|-0.13\|67.71\|68.86\|66.31\|19417;2026-03-30\|68.90\|0.75\|67.49\|69.13\|66.80\|19348;2026-03-31\|63.50\|-7.84\|68.97\|69.55\|62.33\|36667;2026-04-01\|66.98\|5.48\|63.88\|67.09\|63.53\|38535;2026-04-02\|65.44\|-2.30\|67.26\|67.31\|64.00\|20817;2026-04-03\|65.81\|0.57\|66.51\|66.51\|63.42\|20995;2026-04-07\|76.00\|15.48\|69.30\|77.56\|69.00\|76278;2026-04-08\|91.20\|20.00\|75.01\|91.20\|75.01\|112013;2026-04-09\|98.50\|8.00\|104.90\|107.37\|95.30\|205691;2026-04-10\|97.80\|-0.71\|98.55\|101.80\|95.01\|141169;2026-04-13\|101.25\|3.53\|95.20\|102.22\|92.00\|122804;2026-04-14\|97.00\|-4.20\|101.11\|102.25\|93.50\|122406;2026-04-15\|96.37\|-0.65\|96.78\|101.26\|95.10\|89119;2026-04-16\|92.20\|-4.33\|95.31\|96.98\|91.38\|75567;2026-04-17\|95.58\|3.67\|92.25\|102.50\|92.25\|90684;2026-04-20\|93.13\|-2.56\|97.00\|98.97\|92.84\|73404;2026-04-21\|99.83\|7.19\|92.00\|101.45\|89.00\|91541;2026-04-22\|100.45\|0.62\|98.83\|104.00\|97.50\|71812;2026-04-23\|98.72\|-1.72\|100.50\|105.00\|97.60\|65834;2026-04-24\|96.46\|-2.29\|98.72\|100.49\|93.71\|60199;2026-04-27\|97.04\|0.60\|98.39\|99.40\|96.00\|43742;2026-04-28\|95.44\|-1.65\|95.17\|96.69\|93.01\|35906;2026-04-29\|93.00\|-2.56\|94.46\|95.32\|92.21\|31075;2026-04-30\|90.68\|-2.49\|94.55\|94.55\|89.98\|39653;2026-05-06\|99.11\|9.30\|90.71\|99.98\|88.80\|72947;2026-05-07\|110.22\|11.21\|98.89\|114.00\|96.56\|80846;2026-05-08\|105.25\|-4.51\|108.00\|109.93\|103.47\|57224;2026-05-11\|109.35\|3.90\|107.47\|112.04\|104.50\|59193;2026-05-12\|110.37\|0.93\|110.00\|114.68\|106.35\|63295;2026-05-13\|108.76\|-1.46\|112.58\|116.97\|106.50\|66655;2026-05-14\|104.00\|-4.38\|107.49\|110.87\|104.00\|54025;2026-05-15\|96.60\|-7.12\|102.98\|104.33\|95.00\|82302;2026-05-18\|96.49\|-0.11\|95.86\|100.50\|95.40\|41633;2026-05-19\|97.61\|1.16\|96.49\|98.80\|92.95\|34643;2026-05-20\|97.40\|-0.22\|97.01\|97.99\|94.40\|24279;2026-05-21\|91.28\|-6.28\|99.35\|99.74\|90.68\|32500;2026-05-22\|96.09\|5.27\|92.01\|96.88\|91.88\|33247;2026-05-25\|97.06\|1.01\|96.65\|97.91\|94.50\|28184;2026-05-26\|95.43\|-1.68\|97.07\|97.07\|92.79\|25968;2026-05-27\|97.29\|1.95\|95.50\|99.44\|93.50\|41418;2026-05-28\|99.34\|2.11\|96.84\|103.00\|95.48\|39922;2026-05-29\|93.83\|-5.55\|99.37\|101.00\|92.00\|32532;2026-06-01\|93.78\|-0.05\|92.16\|95.66\|89.56\|22841;2026-06-02\|92.80\|-1.04\|94.62\|95.00\|89.71\|18190;2026-06-03\|92.99\|0.20\|93.41\|95.79\|91.26\|20011;2026-06-04\|102.92\|10.68\|93.00\|105.00\|92.49\|51800;2026-06-05\|97.02\|-5.73\|101.98\|102.25\|96.88\|31765;2026-06-08\|94.33\|-2.77\|92.00\|96.29\|90.03\|27483;2026-06-09\|97.25\|3.10\|95.65\|97.75\|92.70\|24070;2026-06-10\|96.22\|-1.06\|96.10\|101.90\|93.60\|27422;2026-06-11\|99.31\|3.21\|96.99\|103.68\|96.99\|34619;2026-06-12\|97.66\|-1.66\|100.94\|102.87\|97.00\|25182;2026-06-15\|74.56\|6.76\|71.85\|75.55\|71.00\|56328;2026-06-16\|85.68\|14.91\|75.48\|87.41\|73.00\|82724;2026-06-17\|82.45\|-3.77\|83.38\|84.44\|81.18\|53976;2026-06-18\|87.16\|5.71\|81.95\|89.30\|81.22\|57210;2026-06-22\|84.87\|-2.63\|88.74\|89.50\|81.38\|54565;2026-06-23\|86.80\|2.27\|83.87\|87.86\|83.18\|46596;2026-06-24\|86.93\|0.15\|86.80\|87.50\|83.61\|29492;2026-06-25\|86.27\|-0.76\|87.00\|88.58\|82.65\|46086;2026-06-26\|85.26\|-1.17\|86.29\|89.40\|84.54\|49417;2026-06-29\|85.90\|0.75\|85.51\|91.00\|81.23\|55383;2026-06-30\|88.00\|2.44\|85.81\|90.66\|85.28\|58656;2026-07-01\|88.60\|0.68\|89.00\|91.91\|85.00\|51490;2026-07-02\|85.34\|-3.68\|85.99\|90.99\|83.56\|44588;2026-07-03\|86.76\|1.66\|86.60\|88.58\|83.50\|42178;2026-07-06\|87.39\|0.73\|87.40\|92.99\|86.11\|65907;2026-07-07\|86.71\|-0.78\|87.00\|89.25\|82.77\|47741;2026-07-08\|87.10\|0.45\|87.50\|91.49\|84.28\|52172;2026-07-09\|89.19\|2.40\|87.16\|89.49\|81.70\|60425;2026-07-10\|87.34\|-2.07\|89.00\|91.80\|87.15\|44422;2026-07-13\|73.86\|-15.43\|85.85\|89.95\|72.00\|84550;2026-07-14\|75.89\|2.75\|75.25\|77.00\|70.72\|50863;2026-07-15\|75.33\|-0.74\|76.98\|79.27\|74.50\|33584;2026-07-16\|68.32\|-9.31\|74.00\|76.09\|67.81\|40782;2026-07-17\|60.00\|-12.18\|67.86\|68.50\|58.90\|48207;2026-07-20\|52.25\|-12.92\|61.33\|64.26\|50.60\|67670;2026-07-21\|59.59\|14.05\|52.25\|60.38\|43.68\|91339;2026-07-22\|58.36\|-2.06\|59.50\|61.18\|57.50\|59663;2026-07-23\|58.42\|0.10\|58.53\|60.82\|57.20\|31074;2026-07-24\|59.12\|1.20\|58.85\|60.49\|57.03\|28442
41460	工信部：推动全光交换等技术向产业园区用户侧延伸	CPO/NPO+1.6T光模块+高速光模块行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月18日投资者关系活动记录表，公司已启动NPO/CPO相关业务的研发工作，布局光引擎、硅光调制解调器等，并在2026年OFC大会上联合合作伙伴展示了相关研发成果，近期加快在12.8T XPO等新技术方向上的布局。 2、据2026年5月18日投资者关系活动记录表，公司1.6T高速光模块产品已完成小批量供货，后续将根据客户需求有序安排批量发货；目前800G产品依然是市场需求主力，保持着较高的出货占比。 3、据2026年5月18日投资者关系活动记录表，公司高速光模块订单需求旺盛，正积极推进国内外生产基地的扩产工作以保障800G及1.6T产品的交付，目前光模块年化产能为350万支。	公司已向微软供应高速光模块产品，800G光模块产品已实现小批量发货，1.6T光模块产品在给客户送样测试，中报净利润同比增长51.12%	2026-03-17\|109.09\|-8.24\|119.98\|119.98\|109.00\|258574;2026-03-18\|112.53\|3.15\|110.99\|114.29\|107.93\|191161;2026-03-19\|115.67\|2.79\|108.05\|118.00\|107.88\|292384;2026-03-20\|115.33\|-0.29\|118.00\|122.80\|114.46\|350719;2026-03-23\|103.84\|-9.96\|110.00\|111.76\|103.80\|319926;2026-03-24\|105.85\|1.94\|106.60\|106.96\|102.70\|198903;2026-03-25\|109.94\|3.86\|108.88\|110.80\|106.97\|265126;2026-03-26\|105.43\|-4.10\|108.36\|109.90\|104.68\|191447;2026-03-27\|104.53\|-0.85\|102.08\|106.36\|100.44\|169561;2026-03-30\|105.29\|0.73\|102.50\|106.92\|102.14\|130509;2026-03-31\|101.60\|-3.50\|105.00\|105.53\|101.00\|186024;2026-04-01\|105.24\|3.58\|104.60\|105.50\|102.82\|196262;2026-04-02\|102.23\|-2.86\|104.05\|107.56\|101.60\|195967;2026-04-03\|102.99\|0.74\|103.59\|105.35\|102.19\|201233;2026-04-07\|101.41\|-1.53\|103.09\|104.00\|100.15\|191705;2026-04-08\|111.55\|10.00\|105.00\|111.55\|104.99\|379414;2026-04-09\|115.55\|3.59\|112.93\|117.04\|112.93\|430281;2026-04-10\|116.24\|0.60\|116.81\|117.88\|114.32\|287464;2026-04-13\|118.58\|2.01\|111.99\|119.98\|111.55\|375147;2026-04-14\|120.62\|1.72\|118.80\|124.28\|117.20\|361117;2026-04-15\|125.80\|4.29\|125.51\|132.68\|124.02\|653477;2026-04-16\|132.08\|4.99\|125.18\|132.65\|122.50\|445282;2026-04-17\|145.29\|10.00\|139.00\|145.29\|139.00\|235554;2026-04-20\|152.30\|4.82\|159.67\|159.78\|150.05\|629691;2026-04-21\|161.17\|5.82\|150.83\|162.57\|149.47\|466780;2026-04-22\|172.18\|6.83\|158.20\|176.86\|156.00\|594044;2026-04-23\|164.33\|-4.56\|170.00\|172.90\|161.12\|480592;2026-04-24\|153.64\|-6.51\|160.00\|164.26\|152.01\|396880;2026-04-27\|153.59\|-0.03\|155.64\|160.36\|152.72\|250685;2026-04-28\|155.19\|1.04\|160.00\|162.87\|154.00\|409927;2026-04-29\|170.71\|10.00\|154.50\|170.71\|154.50\|297762;2026-04-30\|174.97\|2.50\|179.00\|187.50\|174.78\|385900;2026-05-06\|179.22\|2.43\|185.80\|185.90\|176.35\|330739;2026-05-07\|184.07\|2.71\|182.08\|184.95\|171.00\|314193;2026-05-08\|189.84\|3.13\|179.00\|194.50\|179.00\|290541;2026-05-11\|197.80\|4.19\|188.98\|203.66\|187.50\|336495;2026-05-12\|189.42\|-4.24\|203.03\|209.66\|185.52\|386199;2026-05-13\|191.64\|1.17\|186.66\|193.22\|186.36\|251424;2026-05-14\|191.87\|0.12\|205.00\|208.00\|184.50\|336068;2026-05-15\|188.12\|-1.95\|193.20\|199.52\|186.00\|300896;2026-05-18\|184.30\|-2.03\|188.56\|190.80\|182.00\|235380;2026-05-19\|202.42\|10.00\|184.02\|202.42\|173.83\|355577;2026-05-20\|193.88\|-4.22\|196.90\|198.99\|190.27\|338537;2026-05-21\|179.19\|-7.58\|194.39\|195.87\|178.10\|295482;2026-05-22\|190.00\|6.03\|181.35\|191.99\|179.56\|242836;2026-05-25\|209.00\|10.00\|192.00\|209.00\|183.30\|333971;2026-05-26\|204.94\|-1.94\|213.00\|219.49\|202.00\|314440;2026-05-27\|188.50\|-8.02\|203.60\|206.60\|185.00\|355398;2026-05-28\|203.04\|7.71\|188.50\|206.00\|186.65\|321460;2026-05-29\|207.70\|2.30\|201.96\|219.00\|199.20\|383505;2026-06-01\|187.00\|-9.97\|199.21\|203.00\|186.93\|377890;2026-06-02\|189.85\|1.52\|187.33\|194.99\|183.00\|322554;2026-06-03\|202.60\|6.72\|192.91\|208.84\|190.20\|468073;2026-06-04\|204.17\|0.77\|194.00\|211.10\|194.00\|321136;2026-06-05\|192.02\|-5.95\|206.85\|214.30\|190.00\|340017;2026-06-08\|174.76\|-8.99\|179.00\|187.88\|173.10\|289570;2026-06-09\|180.97\|3.55\|179.50\|182.82\|175.60\|227070;2026-06-10\|175.99\|-2.75\|176.50\|179.64\|171.13\|157926;2026-06-11\|171.08\|-2.79\|175.53\|178.50\|166.25\|220318;2026-06-12\|182.99\|6.96\|177.00\|188.19\|176.80\|382675;2026-06-15\|201.29\|10.00\|188.18\|201.29\|184.00\|271367;2026-06-16\|198.07\|-1.60\|208.00\|208.00\|196.55\|281199;2026-06-17\|203.29\|2.64\|198.00\|203.89\|196.29\|255673;2026-06-18\|214.54\|5.53\|200.00\|217.54\|199.79\|276406;2026-06-22\|235.99\|10.00\|225.30\|235.99\|216.02\|358731;2026-06-23\|238.37\|1.01\|240.00\|249.58\|227.37\|364995;2026-06-24\|262.21\|10.00\|237.00\|262.21\|236.83\|307264;2026-06-25\|260.40\|-0.69\|260.00\|263.30\|253.03\|323788;2026-06-26\|245.92\|-5.56\|258.00\|259.88\|242.50\|239317;2026-06-29\|247.78\|0.76\|247.40\|258.48\|235.94\|250905;2026-06-30\|254.87\|2.86\|255.00\|256.36\|238.80\|234259;2026-07-01\|242.70\|-4.78\|253.00\|257.50\|240.01\|205603;2026-07-02\|218.43\|-10.00\|218.43\|226.99\|218.43\|237812;2026-07-03\|209.37\|-4.15\|207.51\|219.24\|207.00\|219665;2026-07-06\|196.56\|-6.12\|214.20\|214.98\|193.00\|210532;2026-07-07\|197.20\|0.33\|196.00\|202.00\|191.00\|185709;2026-07-08\|189.99\|-3.66\|197.34\|200.97\|188.33\|182528;2026-07-09\|202.00\|6.32\|193.99\|202.66\|179.59\|324633;2026-07-10\|199.09\|-1.44\|218.88\|222.20\|198.99\|344983;2026-07-13\|185.32\|-6.92\|194.50\|205.00\|183.45\|235719;2026-07-14\|200.23\|8.05\|188.98\|201.00\|182.01\|265118;2026-07-15\|208.10\|3.93\|202.00\|216.90\|202.00\|331156;2026-07-16\|195.70\|-5.96\|201.98\|213.00\|193.91\|210101;2026-07-17\|176.13\|-10.00\|193.43\|195.58\|176.13\|207655;2026-07-20\|158.52\|-10.00\|176.00\|176.76\|158.52\|226389;2026-07-21\|171.05\|7.90\|154.50\|174.00\|142.67\|369010;2026-07-22\|167.06\|-2.33\|168.47\|180.52\|165.57\|289679;2026-07-23\|169.03\|1.18\|172.00\|180.00\|165.01\|242988;2026-07-24\|166.80\|-1.32\|165.51\|174.89\|163.01\|148929
41459	工信部：推动全光交换等技术向产业园区用户侧延伸	800G光模块+PCB+定增AI服务器行业原因： 6月2日，美股光通信概念龙头股集体大涨，迈威尔科技（Marvell）大涨超32%，Coherent涨超17%，康宁涨超13%。黄仁勋表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因，Marvell将成为下一个万亿美元市值的公司。公司原因： 1、据2026年3月28日年报，公司已自主研发掌握800G光模块PCB生产工艺技术，采用ultra Low Loss等级高速板材。 2、据2026年5月13日公告，公司1.6T/800G光模块PCB产品尚处于试样阶段，未形成收入；据2026年5月11日投资者关系活动记录表，公司提供PCB样板到批量板一站式服务，在快件样板领域具良好口碑。 3、据2026年5月12日公告，公司拟以简易程序向特定对象发行股票募资不超过1.3亿元，用于高多层及HDI产线技改，旨在切入AI服务器、高速光模块等新兴赛道。	1、公司表示在光模块领域已积累了相关产品经验和客户，目前可批量接单； 2、公司产品主要应用于工业机器人类型产品，如焊接机器人、多关节机器人、智能协作机器人、移动机器人等	2026-03-17\|25.48\|-7.04\|27.00\|27.19\|25.35\|122269;2026-03-18\|26.27\|3.10\|25.67\|26.50\|25.55\|85386;2026-03-19\|26.80\|2.02\|26.24\|27.29\|25.73\|97210;2026-03-20\|28.00\|4.48\|27.00\|29.79\|26.88\|169814;2026-03-23\|25.97\|-7.25\|26.88\|28.32\|25.66\|117490;2026-03-24\|26.05\|0.31\|26.74\|26.89\|25.02\|105072;2026-03-25\|27.10\|4.03\|26.70\|28.46\|26.70\|100873;2026-03-26\|25.81\|-4.76\|27.00\|27.62\|25.71\|87088;2026-03-27\|25.46\|-1.36\|25.30\|25.89\|24.70\|73673;2026-03-30\|24.77\|-2.71\|24.80\|24.98\|23.76\|79393;2026-03-31\|23.27\|-6.06\|24.40\|24.79\|23.00\|87277;2026-04-01\|23.82\|2.36\|24.10\|24.74\|23.71\|91380;2026-04-02\|23.23\|-2.48\|23.84\|24.80\|23.06\|79026;2026-04-03\|23.66\|1.85\|23.63\|24.38\|23.14\|62878;2026-04-07\|24.20\|2.28\|23.42\|24.75\|23.42\|60242;2026-04-08\|29.04\|20.00\|25.00\|29.04\|24.80\|119917;2026-04-09\|28.01\|-3.55\|28.61\|28.98\|27.66\|155865;2026-04-10\|27.36\|-2.32\|28.01\|28.30\|27.10\|107189;2026-04-13\|28.49\|4.13\|27.37\|28.74\|26.65\|125702;2026-04-14\|33.07\|16.08\|28.64\|33.96\|28.60\|226592;2026-04-15\|34.85\|5.38\|34.86\|37.37\|33.73\|246003;2026-04-16\|34.37\|-1.38\|35.14\|35.24\|32.35\|142373;2026-04-17\|36.42\|5.96\|34.75\|37.74\|33.50\|178331;2026-04-20\|35.79\|-1.73\|36.01\|37.39\|34.70\|124915;2026-04-21\|38.20\|6.73\|35.87\|38.80\|35.00\|115883;2026-04-22\|38.10\|-0.26\|38.58\|40.94\|36.50\|129583;2026-04-23\|36.10\|-5.25\|37.60\|38.39\|35.67\|127020;2026-04-24\|33.11\|-8.28\|36.10\|36.20\|32.32\|161436;2026-04-27\|33.69\|1.75\|34.00\|34.94\|33.40\|103279;2026-04-28\|34.35\|1.96\|33.72\|35.44\|32.50\|121758;2026-04-29\|38.39\|11.76\|35.33\|40.97\|34.59\|205018;2026-04-30\|45.53\|18.60\|39.20\|46.07\|39.20\|248919;2026-05-06\|44.90\|-1.38\|45.00\|47.00\|44.11\|167366;2026-05-07\|46.50\|3.56\|44.69\|46.84\|42.33\|206108;2026-05-08\|53.34\|14.71\|48.82\|55.80\|48.82\|253295;2026-05-11\|59.24\|11.06\|52.90\|61.00\|52.50\|266415;2026-05-12\|61.97\|4.61\|59.25\|64.31\|58.00\|226267;2026-05-13\|60.52\|-2.34\|58.00\|61.69\|57.80\|144054;2026-05-14\|64.87\|7.19\|62.66\|66.60\|59.00\|149702;2026-05-15\|65.21\|0.52\|63.00\|70.20\|62.80\|122107;2026-05-18\|63.30\|-2.93\|63.23\|64.95\|60.60\|113804;2026-05-19\|63.43\|0.21\|63.75\|64.49\|58.87\|116870;2026-05-20\|65.90\|3.89\|63.00\|68.00\|62.00\|115291;2026-05-21\|59.61\|-9.54\|67.19\|69.19\|59.50\|127977;2026-05-22\|62.14\|4.24\|62.00\|63.63\|59.75\|132798;2026-05-25\|57.12\|-8.08\|63.23\|63.23\|54.46\|170501;2026-05-26\|53.20\|-6.86\|57.30\|57.80\|51.80\|127786;2026-05-27\|50.63\|-4.83\|53.20\|53.20\|49.31\|105214;2026-05-28\|52.72\|4.13\|50.52\|53.20\|49.52\|95891;2026-05-29\|48.05\|-8.86\|52.72\|52.72\|47.00\|103129;2026-06-01\|46.88\|-2.44\|48.92\|49.21\|46.32\|69596;2026-06-02\|48.88\|4.27\|47.61\|49.76\|45.00\|97604;2026-06-03\|58.66\|20.01\|50.18\|58.66\|50.18\|144364;2026-06-04\|56.70\|-3.34\|57.43\|58.80\|54.43\|171870;2026-06-05\|54.68\|-3.56\|56.20\|58.49\|54.01\|124417;2026-06-08\|50.11\|-8.36\|50.00\|52.61\|49.21\|90368;2026-06-09\|50.68\|1.14\|52.00\|52.98\|49.48\|87524;2026-06-10\|47.70\|-5.88\|49.00\|49.66\|46.40\|104904;2026-06-11\|46.99\|-1.49\|46.66\|47.50\|45.67\|67707;2026-06-12\|45.90\|-2.32\|48.00\|48.89\|45.62\|85383;2026-06-15\|49.90\|8.71\|46.98\|50.73\|46.82\|94019;2026-06-16\|51.68\|3.57\|50.55\|52.90\|48.55\|121978;2026-06-17\|52.55\|1.68\|50.18\|54.85\|49.03\|134737;2026-06-18\|56.84\|8.16\|51.98\|58.44\|51.33\|143279;2026-06-22\|55.26\|-2.78\|56.00\|57.89\|52.52\|135472;2026-06-23\|52.24\|-5.47\|54.70\|54.70\|51.11\|90877;2026-06-24\|54.50\|4.33\|51.72\|54.99\|51.65\|100902;2026-06-25\|54.36\|-0.26\|55.10\|58.92\|52.81\|133889;2026-06-26\|49.52\|-8.90\|53.42\|53.99\|49.33\|94249;2026-06-29\|48.16\|-2.75\|50.00\|51.84\|46.18\|64471;2026-06-30\|53.56\|11.21\|47.90\|56.11\|47.01\|120572;2026-07-01\|50.73\|-5.28\|52.17\|54.97\|50.41\|91496;2026-07-02\|46.26\|-8.81\|49.45\|50.78\|45.99\|60440;2026-07-03\|44.00\|-4.89\|46.08\|46.51\|44.00\|68464;2026-07-06\|40.87\|-7.11\|43.38\|44.00\|39.26\|67615;2026-07-07\|38.92\|-4.77\|41.03\|41.30\|37.99\|52555;2026-07-08\|37.21\|-4.39\|38.86\|39.79\|36.66\|57076;2026-07-09\|38.62\|3.79\|37.58\|38.65\|35.72\|57112;2026-07-10\|37.89\|-1.89\|39.22\|41.99\|37.88\|76134;2026-07-13\|33.56\|-11.43\|37.73\|38.14\|33.39\|72518;2026-07-14\|36.76\|9.54\|34.24\|37.40\|33.60\|84038;2026-07-15\|35.19\|-4.27\|37.40\|37.56\|35.00\|51976;2026-07-16\|35.20\|0.03\|34.71\|38.03\|34.26\|62899;2026-07-17\|30.31\|-13.89\|35.21\|35.21\|29.80\|81493;2026-07-20\|27.66\|-8.74\|31.85\|32.32\|27.30\|90679;2026-07-21\|31.22\|12.87\|28.29\|31.94\|24.10\|100627;2026-07-22\|31.68\|1.47\|30.80\|32.50\|30.31\|87709;2026-07-23\|31.14\|-1.70\|32.00\|32.98\|30.40\|48955;2026-07-24\|30.52\|-1.99\|32.47\|33.98\|30.42\|81273
41458	工信部：推动全光交换等技术向产业园区用户侧延伸	铜铁共烧电感+800G光模块+CPO 行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月3日互动易，公司新品铜铁共烧电感正成为GPU、自动驾驶等高端领域的首选方案；据2026年6月1日投资者关系活动记录表，公司重点供应TLVR电感、一体成型电感等产品，可为xPU芯片等提供整套电源方案，已服务多家全球头部企业。 2、据2026年6月23日互动易，公司800G LPO光模块的ODM定制开发已实现小批量出货，客户验证与批量导入有序开展；公司面向CPO/NPO应用场景的ELSFP光源已完成前期方案设计，正处于样品投料加工阶段。 3、据2026年6月1日机构调研，公司2026年一季度营收约4.85亿元，同比上升34.94%，归母净利润亏损同比收窄51.33%，经营基本面改善。	1、通信磁性元器件研发生产企业；公司光模块以PON光模块和数据中心光模块为主，主要应用于数通市场和电信市场两大领域； 2、公司研发出图腾柱无桥电路PFC电感-4KW，并与半导体供应商Innoscience（英诺赛科公司）芯片系列搭配使用开发	2026-03-17\|20.98\|-6.38\|22.41\|22.48\|20.92\|122470;2026-03-18\|21.78\|3.81\|21.31\|21.81\|20.82\|110390;2026-03-19\|23.96\|10.01\|21.70\|23.96\|21.30\|396678;2026-03-20\|24.55\|2.46\|26.36\|26.36\|24.40\|864324;2026-03-23\|22.79\|-7.17\|23.00\|24.11\|22.59\|647182;2026-03-24\|23.59\|3.51\|23.00\|23.67\|22.44\|543620;2026-03-25\|25.95\|10.00\|25.95\|25.95\|25.95\|71741;2026-03-26\|28.55\|10.02\|28.00\|28.55\|27.51\|278134;2026-03-27\|27.94\|-2.14\|28.40\|29.63\|26.58\|863743;2026-03-30\|28.78\|3.01\|27.01\|29.30\|27.01\|612863;2026-03-31\|26.16\|-9.10\|26.61\|27.97\|25.90\|581274;2026-04-01\|28.78\|10.02\|28.75\|28.78\|28.75\|160144;2026-04-02\|27.64\|-3.96\|28.80\|29.87\|27.10\|586743;2026-04-03\|27.00\|-2.32\|27.75\|28.77\|26.89\|582415;2026-04-07\|26.70\|-1.11\|26.73\|27.98\|26.22\|522562;2026-04-08\|29.37\|10.00\|29.37\|29.37\|28.18\|443898;2026-04-09\|28.83\|-1.84\|29.91\|30.79\|28.13\|731807;2026-04-10\|28.07\|-2.64\|28.33\|29.15\|27.80\|458112;2026-04-13\|30.88\|10.01\|27.50\|30.88\|27.35\|598348;2026-04-14\|30.29\|-1.91\|30.62\|31.95\|29.98\|668234;2026-04-15\|29.80\|-1.62\|30.06\|31.50\|29.65\|461073;2026-04-16\|30.62\|2.75\|29.82\|30.70\|28.94\|541303;2026-04-17\|30.38\|-0.78\|30.07\|31.71\|29.81\|531781;2026-04-20\|30.20\|-0.59\|29.50\|30.80\|29.40\|406611;2026-04-21\|29.30\|-2.98\|29.50\|29.51\|27.97\|392423;2026-04-22\|29.50\|0.68\|28.86\|30.08\|28.30\|372174;2026-04-23\|27.02\|-8.41\|29.20\|29.52\|26.62\|450161;2026-04-24\|26.01\|-3.74\|26.52\|27.01\|25.77\|297453;2026-04-27\|28.61\|10.00\|28.50\|28.61\|28.50\|153318;2026-04-28\|31.47\|10.00\|29.65\|31.47\|29.18\|323800;2026-04-29\|30.99\|-1.53\|31.50\|32.34\|30.82\|651604;2026-04-30\|30.39\|-1.94\|31.30\|31.75\|30.18\|342415;2026-05-06\|31.79\|4.61\|30.87\|32.20\|30.60\|392558;2026-05-07\|32.89\|3.46\|31.81\|33.20\|31.56\|404188;2026-05-08\|36.18\|10.00\|32.78\|36.18\|32.48\|211554;2026-05-11\|38.00\|5.03\|38.10\|39.79\|35.21\|750269;2026-05-12\|37.18\|-2.16\|38.23\|39.50\|36.74\|606809;2026-05-13\|39.95\|7.45\|36.88\|40.90\|36.48\|614547;2026-05-14\|39.12\|-2.08\|39.99\|40.80\|38.87\|435304;2026-05-15\|39.60\|1.23\|38.66\|43.03\|38.66\|554073;2026-05-18\|38.77\|-2.10\|38.68\|39.48\|37.81\|414599;2026-05-19\|38.31\|-1.19\|38.17\|38.94\|36.60\|359845;2026-05-20\|38.31\|0.00\|37.90\|39.10\|37.80\|308595;2026-05-21\|35.77\|-6.63\|38.49\|38.50\|35.00\|338502;2026-05-22\|35.95\|0.50\|36.30\|36.88\|35.85\|236721;2026-05-25\|36.64\|1.92\|36.20\|36.86\|35.13\|294992;2026-05-26\|34.73\|-5.21\|36.06\|36.58\|34.26\|260947;2026-05-27\|33.71\|-2.94\|35.03\|35.31\|33.03\|218293;2026-05-28\|34.95\|3.68\|33.56\|35.06\|33.47\|218049;2026-05-29\|33.31\|-4.69\|34.96\|35.36\|32.79\|201092;2026-06-01\|31.62\|-5.07\|32.73\|33.29\|31.23\|229004;2026-06-02\|32.05\|1.36\|31.72\|32.60\|30.48\|190987;2026-06-03\|32.99\|2.93\|32.64\|33.99\|32.32\|244714;2026-06-04\|32.82\|-0.52\|32.43\|33.30\|31.89\|170615;2026-06-05\|34.08\|3.84\|32.55\|36.00\|32.22\|355404;2026-06-08\|32.21\|-5.49\|31.28\|34.25\|31.28\|263394;2026-06-09\|33.29\|3.35\|32.89\|33.64\|32.35\|208503;2026-06-10\|31.82\|-4.42\|32.69\|32.71\|31.29\|176891;2026-06-11\|31.65\|-0.53\|31.51\|33.03\|30.94\|168560;2026-06-12\|32.86\|3.82\|32.53\|34.20\|31.40\|294714;2026-06-15\|34.27\|4.29\|33.39\|34.71\|32.91\|321249;2026-06-16\|36.38\|6.16\|34.34\|36.65\|33.90\|452295;2026-06-17\|35.15\|-3.38\|35.00\|35.77\|34.23\|391243;2026-06-18\|36.77\|4.61\|34.80\|37.15\|34.21\|404836;2026-06-22\|36.14\|-1.71\|36.95\|38.08\|35.62\|399904;2026-06-23\|32.53\|-9.99\|35.52\|35.55\|32.53\|295282;2026-06-24\|31.01\|-4.67\|31.50\|31.84\|30.28\|304829;2026-06-25\|30.31\|-2.26\|31.12\|31.38\|29.50\|295572;2026-06-26\|29.95\|-1.19\|30.01\|30.88\|28.32\|287986;2026-06-29\|26.96\|-9.98\|29.73\|29.90\|26.96\|231441;2026-06-30\|29.66\|10.01\|26.51\|29.66\|26.12\|271931;2026-07-01\|29.59\|-0.24\|30.49\|31.55\|29.42\|341426;2026-07-02\|27.75\|-6.22\|29.12\|29.93\|27.66\|210919;2026-07-03\|27.68\|-0.25\|28.24\|28.72\|27.62\|157641;2026-07-06\|26.80\|-3.18\|27.85\|28.28\|26.32\|138591;2026-07-07\|25.49\|-4.89\|26.56\|26.80\|25.16\|133438;2026-07-08\|24.98\|-2.00\|25.49\|25.75\|24.16\|140657;2026-07-09\|26.31\|5.32\|25.10\|26.66\|23.73\|221222;2026-07-10\|27.42\|4.22\|26.95\|28.94\|26.67\|338131;2026-07-13\|25.37\|-7.48\|26.63\|27.76\|25.30\|223486;2026-07-14\|26.00\|2.48\|25.71\|26.30\|24.67\|157019;2026-07-15\|25.40\|-2.31\|26.42\|26.48\|25.18\|139636;2026-07-16\|24.46\|-3.70\|24.85\|25.85\|24.31\|119648;2026-07-17\|22.14\|-9.48\|24.12\|24.25\|22.01\|159171;2026-07-20\|20.54\|-7.23\|22.70\|22.84\|20.02\|175117;2026-07-21\|21.73\|5.79\|20.55\|21.78\|18.49\|206768;2026-07-22\|21.79\|0.28\|21.33\|22.53\|21.29\|158351;2026-07-23\|22.08\|1.33\|21.79\|22.64\|21.78\|109344;2026-07-24\|21.93\|-0.68\|21.64\|22.73\|21.50\|132010
41457	工信部：推动全光交换等技术向产业园区用户侧延伸	光模块+AI PCB+业绩高增行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月12日互动易，公司具备硅光CW激光芯片研发能力，已与外部硅光企业开展合作并布局自研硅光模块产品，并依托“光芯片+光模块”IDM垂直整合模式，有效优化成本结构、提升盈利空间。 2、据2025年年度报告，公司是全球唯一具备PCB、光芯片及光模块从研发、设计到量产全流程能力的企业，同时也是全球前三大PCB供应商及全球第一大边缘AI设备PCB供应商，产品覆盖10G至1.6T全速率光模块，并推进6.4T及下一代CPO/NPO方案研发。 3、据2026年一季报，公司一季度实现营业收入131.38亿元，同比增长52.72%；归母净利润11.10亿元，同比增长143.47%，光模块业务抓住行业爆发机会，收入实现翻倍。	1、公司59.35亿元收购光通信公司索尔思光电100%股份；公司是苹果等产品线软板重要供应商 2、公司预告一季报净利润同比增长119.36%-152.27%，因“消费电子、汽车及通讯等行业的印刷线路板、精密组件及光电模组出货保持稳定；AI算力需求强劲驱动了AI基础设施的加速投资，索尔思的光模块产品不断导入新的大客户，成为了公司新的核心利润增长点”	2026-03-17\|109.71\|-7.81\|117.00\|117.16\|108.89\|972445;2026-03-18\|107.38\|-2.12\|111.93\|113.88\|101.83\|1372626;2026-03-19\|111.72\|4.04\|104.00\|114.11\|104.00\|827166;2026-03-20\|116.06\|3.88\|117.06\|119.55\|114.03\|928616;2026-03-23\|105.23\|-9.33\|110.27\|113.90\|104.90\|833379;2026-03-24\|107.52\|2.18\|108.30\|108.35\|101.74\|683509;2026-03-25\|108.21\|0.64\|113.90\|115.01\|107.75\|812183;2026-03-26\|104.30\|-3.61\|107.29\|109.32\|103.80\|657304;2026-03-27\|102.65\|-1.58\|100.00\|103.95\|98.83\|635680;2026-03-30\|105.00\|2.29\|100.81\|106.80\|100.76\|518951;2026-03-31\|103.30\|-1.62\|102.90\|107.00\|100.57\|566630;2026-04-01\|109.00\|5.52\|107.50\|109.50\|104.52\|701607;2026-04-02\|106.25\|-2.52\|107.05\|109.80\|104.80\|442869;2026-04-03\|110.55\|4.05\|108.59\|115.28\|108.00\|621609;2026-04-07\|109.01\|-1.39\|110.56\|112.00\|106.85\|455762;2026-04-08\|119.91\|10.00\|119.91\|119.91\|119.90\|232239;2026-04-09\|131.90\|10.00\|128.00\|131.90\|126.11\|936590;2026-04-10\|143.55\|8.83\|132.30\|145.09\|132.27\|1449445;2026-04-13\|146.83\|2.28\|143.61\|149.68\|143.61\|1086159;2026-04-14\|146.00\|-0.57\|147.00\|149.01\|143.51\|876028;2026-04-15\|145.80\|-0.14\|145.70\|151.00\|143.60\|813388;2026-04-16\|149.55\|2.57\|145.12\|149.55\|144.12\|806609;2026-04-17\|162.10\|8.39\|155.00\|164.45\|152.16\|1195419;2026-04-20\|157.00\|-3.15\|162.08\|168.20\|155.70\|1084234;2026-04-21\|169.40\|7.90\|157.19\|172.68\|156.01\|964689;2026-04-22\|186.34\|10.00\|172.06\|186.34\|171.20\|832377;2026-04-23\|186.66\|0.17\|192.00\|194.00\|183.98\|1131449;2026-04-24\|187.90\|0.66\|193.50\|196.00\|179.01\|1179788;2026-04-27\|186.70\|-0.64\|188.00\|190.55\|178.86\|907451;2026-04-28\|183.90\|-1.50\|187.00\|190.20\|181.01\|789533;2026-04-29\|184.25\|0.19\|180.61\|189.12\|176.88\|908411;2026-04-30\|186.73\|1.35\|189.78\|191.95\|181.83\|820417;2026-05-06\|191.88\|2.76\|191.80\|199.07\|187.00\|1019926;2026-05-07\|211.07\|10.00\|188.43\|211.07\|185.80\|866708;2026-05-08\|211.39\|0.15\|210.00\|213.58\|206.01\|895393;2026-05-11\|218.30\|3.27\|212.00\|222.60\|208.47\|894415;2026-05-12\|219.46\|0.53\|223.57\|230.00\|213.51\|914307;2026-05-13\|220.75\|0.59\|213.00\|225.66\|212.90\|787040;2026-05-14\|214.89\|-2.65\|220.74\|226.00\|213.35\|762371;2026-05-15\|203.35\|-5.37\|212.86\|215.63\|196.12\|1019791;2026-05-18\|211.25\|3.88\|203.35\|215.60\|199.94\|783883;2026-05-19\|222.08\|5.13\|206.00\|224.50\|198.00\|1100759;2026-05-20\|223.00\|0.41\|220.10\|225.57\|216.05\|782079;2026-05-21\|206.97\|-7.19\|223.23\|225.00\|204.16\|899478;2026-05-22\|220.55\|6.56\|210.92\|221.73\|210.92\|843617;2026-05-25\|226.24\|2.58\|222.91\|228.28\|218.30\|831651;2026-05-26\|221.20\|-2.23\|221.00\|225.11\|216.36\|677237;2026-05-27\|223.37\|0.98\|216.78\|234.00\|212.60\|869030;2026-05-28\|219.00\|-1.96\|222.00\|223.00\|212.40\|776935;2026-05-29\|213.05\|-2.72\|222.93\|229.95\|210.70\|756485;2026-06-01\|191.75\|-10.00\|209.22\|212.00\|191.75\|1359590;2026-06-02\|210.93\|10.00\|200.00\|210.93\|196.90\|1081481;2026-06-03\|223.99\|6.19\|219.60\|232.02\|219.00\|1175069;2026-06-04\|237.80\|6.17\|222.11\|244.70\|222.11\|835019;2026-06-05\|221.41\|-6.89\|232.08\|241.80\|219.05\|844741;2026-06-08\|213.00\|-3.80\|210.00\|220.50\|209.00\|705983;2026-06-09\|224.40\|5.35\|216.82\|225.60\|213.36\|717055;2026-06-10\|212.27\|-5.41\|216.59\|227.98\|210.83\|685924;2026-06-11\|210.99\|-0.60\|215.00\|221.68\|205.01\|654865;2026-06-12\|217.55\|3.11\|220.50\|226.80\|214.00\|795949;2026-06-15\|239.31\|10.00\|222.47\|239.31\|215.39\|853771;2026-06-16\|249.06\|4.07\|244.00\|253.10\|235.88\|1025167;2026-06-17\|256.92\|3.16\|255.12\|266.03\|251.00\|976383;2026-06-18\|273.00\|6.26\|256.92\|277.60\|255.15\|795976;2026-06-22\|270.55\|-0.90\|273.05\|275.42\|260.00\|904511;2026-06-23\|255.02\|-5.74\|265.01\|266.99\|253.00\|721028;2026-06-24\|257.13\|0.83\|252.14\|260.97\|252.00\|579845;2026-06-25\|275.80\|7.26\|263.00\|275.99\|258.25\|791788;2026-06-26\|260.32\|-5.61\|268.00\|271.88\|256.00\|690775;2026-06-29\|249.59\|-4.12\|255.00\|259.62\|235.11\|756161;2026-06-30\|262.35\|5.11\|247.54\|268.50\|247.54\|625797;2026-07-01\|246.31\|-6.11\|262.35\|263.88\|242.72\|653224;2026-07-02\|221.68\|-10.00\|226.00\|229.89\|221.68\|843916;2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457;2026-07-10\|242.30\|-7.28\|269.37\|274.50\|240.00\|1188960;2026-07-13\|236.70\|-2.31\|237.58\|251.40\|232.00\|938795;2026-07-14\|260.37\|10.00\|241.52\|260.37\|237.01\|954686;2026-07-15\|262.49\|0.81\|261.00\|280.08\|255.88\|1391335;2026-07-16\|268.80\|2.40\|250.01\|276.00\|246.80\|1158991;2026-07-17\|241.92\|-10.00\|258.01\|260.00\|241.92\|1090498;2026-07-20\|217.73\|-10.00\|241.91\|246.00\|217.73\|1088241;2026-07-21\|231.00\|6.09\|217.73\|237.65\|195.96\|1526580;2026-07-22\|217.50\|-5.84\|230.65\|239.77\|215.60\|1274903;2026-07-23\|206.65\|-4.99\|223.00\|224.03\|198.99\|1230956;2026-07-24\|199.18\|-3.61\|199.11\|205.83\|196.98\|728226
41456	工信部：推动全光交换等技术向产业园区用户侧延伸	光器件耦合设备+半导体设备+精密零部件行业原因： 1、6月1日，英伟达CEO黄仁勋在台北的GTC演讲中宣布，英伟达新一代平台Vera Rubin已经全面投入生产。 2、国泰海通5月22日研报指出，在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年5月22日互动易，半导体和光模块领域，公司先后推出一系列性能卓越的重点产品，覆盖光器件、芯片、光模块、晶圆等多个核心应用场景的需求，具体产品包括：光器件耦合设备、镜片及镜群耦合设备、光模块芯片AOI＆COS AOI检测设备、光模块芯片共晶贴片设备、超高精度堆叠设备、IGBT\Sic晶圆焊片芯片及辅料贴装整线设备、光纤打磨设备。公司客户包括多家国内行业标杆企业以及海外光器件龙头企业，并且建立了深度合作关系。 2、据2026年4月24日年报，2025年半导体及光模块零部件收入1.74亿元，2026Q1该板块收入占比升至19.6%，在手订单充沛。 3、据2026年4月24日年报，公司主营工业自动化设备及精密零部件制造，可为CPO、半导体、人形机器人等多领域提供超高精度设备及零部件。	公司为国内外客户提供超高精密部件、光耦合设备、共晶设备等多款半导体封装及测试设备，光耦合、共晶、芯片AOI设备均已量产	2026-03-17\|24.67\|-5.59\|26.30\|26.47\|24.64\|142564;2026-03-18\|26.30\|6.61\|25.25\|26.46\|24.66\|199479;2026-03-19\|25.69\|-2.32\|26.00\|26.56\|25.46\|106098;2026-03-20\|25.82\|0.51\|26.09\|27.73\|25.77\|226455;2026-03-23\|23.95\|-7.24\|25.15\|25.65\|23.76\|200408;2026-03-24\|24.88\|3.88\|24.51\|24.91\|23.89\|127527;2026-03-25\|26.59\|6.87\|26.18\|27.18\|25.43\|276287;2026-03-26\|26.05\|-2.03\|26.77\|27.10\|25.91\|131752;2026-03-27\|26.53\|1.84\|25.49\|27.25\|25.06\|154145;2026-03-30\|27.65\|4.22\|26.03\|27.80\|25.94\|209631;2026-03-31\|26.60\|-3.80\|27.36\|27.50\|26.50\|146491;2026-04-01\|27.99\|5.23\|27.40\|28.09\|27.01\|193480;2026-04-02\|29.18\|4.25\|28.03\|30.41\|27.90\|326191;2026-04-03\|30.62\|4.93\|31.20\|31.88\|29.76\|270386;2026-04-07\|33.68\|9.99\|30.61\|33.68\|30.00\|279040;2026-04-08\|37.05\|10.01\|35.33\|37.05\|34.90\|310526;2026-04-09\|37.57\|1.40\|38.88\|39.90\|36.78\|633763;2026-04-10\|37.60\|0.08\|37.37\|39.21\|37.37\|446677;2026-04-13\|41.36\|10.00\|37.65\|41.36\|37.65\|281648;2026-04-14\|40.72\|-1.55\|42.00\|42.15\|39.20\|565180;2026-04-15\|41.92\|2.95\|40.72\|42.99\|40.53\|443385;2026-04-16\|41.79\|-0.31\|41.82\|42.19\|40.14\|350583;2026-04-17\|45.97\|10.00\|43.00\|45.97\|42.10\|235824;2026-04-20\|47.96\|4.33\|49.47\|49.47\|46.71\|435063;2026-04-21\|50.05\|4.36\|48.35\|51.55\|47.96\|360050;2026-04-22\|49.86\|-0.38\|49.64\|50.50\|48.60\|345573;2026-04-23\|47.03\|-5.68\|49.51\|49.84\|46.47\|359662;2026-04-24\|46.45\|-1.23\|47.97\|49.83\|46.04\|279357;2026-04-27\|45.81\|-1.38\|46.00\|46.36\|43.95\|296895;2026-04-28\|44.28\|-3.34\|45.53\|45.80\|43.98\|236531;2026-04-29\|44.03\|-0.56\|43.99\|44.98\|43.10\|217488;2026-04-30\|43.62\|-0.93\|43.91\|44.72\|43.20\|180495;2026-05-06\|44.09\|1.08\|44.60\|45.08\|43.56\|285759;2026-05-07\|45.46\|3.11\|44.00\|45.66\|43.30\|378829;2026-05-08\|45.29\|-0.37\|43.80\|45.85\|43.15\|329812;2026-05-11\|44.57\|-1.59\|45.84\|45.99\|43.68\|355916;2026-05-12\|43.36\|-2.71\|45.35\|45.79\|42.51\|325858;2026-05-13\|44.18\|1.89\|42.56\|44.95\|42.20\|252002;2026-05-14\|45.20\|2.31\|44.89\|46.61\|44.00\|413302;2026-05-15\|45.52\|0.71\|46.05\|47.59\|42.80\|454009;2026-05-18\|47.25\|3.80\|45.57\|47.47\|45.00\|433306;2026-05-19\|47.01\|-0.51\|46.78\|47.71\|43.10\|431327;2026-05-20\|46.31\|-1.49\|46.75\|47.36\|45.21\|285969;2026-05-21\|42.08\|-9.13\|46.13\|46.48\|41.93\|376285;2026-05-22\|43.65\|3.73\|42.26\|43.87\|41.68\|320501;2026-05-25\|48.02\|10.01\|44.60\|48.02\|44.34\|272948;2026-05-26\|52.82\|10.00\|48.55\|52.82\|44.77\|779827;2026-05-27\|56.33\|6.65\|52.58\|58.09\|52.00\|595412;2026-05-28\|61.96\|9.99\|56.05\|61.96\|55.91\|406837;2026-05-29\|62.04\|0.13\|67.48\|67.98\|60.66\|529730;2026-06-01\|60.63\|-2.27\|62.85\|63.58\|59.80\|327801;2026-06-02\|66.69\|10.00\|60.38\|66.69\|60.02\|309332;2026-06-03\|66.11\|-0.87\|71.00\|72.40\|64.97\|474402;2026-06-04\|64.65\|-2.21\|65.46\|66.10\|63.83\|312729;2026-06-05\|60.20\|-6.88\|64.62\|65.29\|59.05\|380820;2026-06-08\|54.18\|-10.00\|56.00\|58.39\|54.18\|249796;2026-06-09\|55.78\|2.95\|55.60\|56.02\|53.30\|279232;2026-06-10\|53.51\|-4.07\|54.18\|54.68\|52.49\|193284;2026-06-11\|51.87\|-3.06\|53.00\|53.72\|51.23\|163240;2026-06-12\|50.35\|-2.93\|53.01\|54.20\|50.00\|196941;2026-06-15\|54.90\|9.04\|51.25\|54.98\|50.75\|227617;2026-06-16\|55.55\|1.18\|55.00\|56.35\|53.90\|273164;2026-06-17\|57.36\|3.26\|56.50\|58.44\|56.00\|371931;2026-06-18\|60.15\|5.32\|58.80\|62.82\|56.50\|516839;2026-06-22\|57.45\|-4.49\|61.80\|62.50\|55.07\|466644;2026-06-23\|54.93\|-4.39\|55.75\|57.70\|54.65\|244526;2026-06-24\|56.32\|2.53\|54.43\|56.89\|53.40\|293324;2026-06-25\|60.46\|7.35\|57.18\|61.95\|56.58\|540546;2026-06-26\|57.17\|-5.44\|59.32\|60.30\|55.02\|364659;2026-06-29\|53.45\|-6.51\|57.12\|57.55\|51.86\|257887;2026-06-30\|54.84\|2.60\|53.85\|56.48\|52.50\|193777;2026-07-01\|51.33\|-6.40\|54.96\|55.69\|50.88\|216800;2026-07-02\|48.73\|-5.07\|49.89\|51.29\|47.80\|178346;2026-07-03\|48.10\|-1.29\|48.46\|49.73\|47.32\|152733;2026-07-06\|45.38\|-5.65\|48.15\|48.90\|45.00\|154496;2026-07-07\|44.46\|-2.03\|45.23\|45.93\|43.65\|112277;2026-07-08\|44.25\|-0.47\|44.40\|45.65\|42.95\|143432;2026-07-09\|47.06\|6.35\|45.00\|47.35\|42.00\|233305;2026-07-10\|44.71\|-4.99\|47.50\|48.20\|44.71\|158400;2026-07-13\|41.73\|-6.67\|44.42\|46.58\|41.70\|176256;2026-07-14\|45.16\|8.22\|42.36\|45.23\|41.11\|185347;2026-07-15\|42.22\|-6.51\|45.91\|46.00\|42.12\|126994;2026-07-16\|40.45\|-4.19\|41.97\|43.03\|40.26\|123300;2026-07-17\|36.41\|-9.99\|40.13\|40.97\|36.41\|160096;2026-07-20\|32.77\|-10.00\|37.35\|37.79\|32.77\|159200;2026-07-21\|35.60\|8.64\|32.77\|35.98\|29.49\|261229;2026-07-22\|38.25\|7.44\|35.20\|39.16\|35.20\|338366;2026-07-23\|37.62\|-1.65\|39.25\|39.26\|37.16\|202378;2026-07-24\|36.30\|-3.51\|36.85\|38.16\|36.20\|104901
41455	工信部：推动全光交换等技术向产业园区用户侧延伸	合资投建+光纤涨价+数据中心+通信电缆行业原因：美股光通信板块昨晚集体大涨，Lumentum涨超16%，Coherent涨超13%，康宁上涨11%。AI数据中心热潮持续推动科技板块持续上涨，花旗集团表示，由少数大型科技股推动的美股跑赢格局料将持续。公司原因： 1、据2026年5月8日公告，公司拟与韶关曲江国资共设8亿元合资公司，投建年产600吨光棒及2000万芯公里光纤项目，并保留5年内收购国资所持80%股权的权利。 2、据2026年4月30日一季报，受市场行情影响光纤量价齐升，公司一季度营收10.64亿元，同比增长61.13%。 3、据2026年4月9日公告，公司提示近期市场对光纤光缆产品价格波动及数据中心光纤产品需求关注度较高，但公司用于数据中心的光纤产品比重较小，短期价格波动可持续性存在不确定性。 4、公司已建成“光纤预制棒—光纤—光缆—通信电缆、通信设备”完整产业链，光电线缆规模供货能力位居行业前列，直接服务国内三大电信运营商、铁路、国家电网等核心客户。	通信线缆全产业链企业；公司聚焦光通信产业的发展，建成了涵盖光纤预制棒、光纤、光缆、通信电缆、通信设备等多个业务类别较为完整的产业链，可为客户提供一揽子的产品和解决方案	2026-03-17\|10.08\|-7.10\|10.91\|10.95\|10.03\|1177401;2026-03-18\|10.58\|4.96\|10.15\|10.58\|9.89\|1034765;2026-03-19\|10.35\|-2.17\|10.29\|10.95\|10.22\|1054612;2026-03-20\|9.93\|-4.06\|10.68\|10.85\|9.92\|1028558;2026-03-23\|9.42\|-5.14\|9.68\|9.93\|9.34\|1028120;2026-03-24\|10.36\|9.98\|9.73\|10.36\|9.54\|1750025;2026-03-25\|11.40\|10.04\|11.08\|11.40\|10.96\|412811;2026-03-26\|10.86\|-4.74\|11.61\|11.93\|10.84\|2469463;2026-03-27\|11.22\|3.31\|10.72\|11.79\|10.50\|1950905;2026-03-30\|11.65\|3.83\|10.90\|11.88\|10.90\|2051582;2026-03-31\|12.20\|4.72\|11.31\|12.80\|10.69\|2572171;2026-04-01\|11.96\|-1.97\|12.08\|12.35\|11.50\|1919865;2026-04-02\|12.00\|0.33\|11.69\|12.78\|11.69\|2001832;2026-04-03\|12.56\|4.67\|12.11\|12.58\|11.70\|2188118;2026-04-07\|13.82\|10.03\|12.56\|13.82\|12.38\|1835786;2026-04-08\|15.20\|9.99\|14.87\|15.20\|14.51\|740928;2026-04-09\|16.14\|6.18\|15.59\|16.66\|14.40\|3792356;2026-04-10\|14.59\|-9.60\|15.50\|15.78\|14.53\|3081565;2026-04-13\|14.82\|1.58\|14.18\|15.55\|13.88\|2631245;2026-04-14\|15.09\|1.82\|14.53\|15.50\|14.14\|2723818;2026-04-15\|14.20\|-5.90\|15.02\|15.50\|14.10\|2140452;2026-04-16\|15.62\|10.00\|13.95\|15.62\|13.73\|2606339;2026-04-17\|15.13\|-3.14\|15.62\|15.97\|15.00\|2115365;2026-04-20\|16.64\|9.98\|16.30\|16.64\|16.25\|717732;2026-04-21\|16.75\|0.66\|16.67\|17.23\|16.31\|2503264;2026-04-22\|17.22\|2.81\|16.62\|17.50\|16.56\|2486643;2026-04-23\|16.83\|-2.26\|17.01\|18.20\|16.83\|2032096;2026-04-24\|15.65\|-7.01\|16.34\|16.80\|15.31\|1860222;2026-04-27\|16.82\|7.48\|15.61\|17.00\|15.45\|2000595;2026-04-28\|16.56\|-1.55\|16.35\|17.36\|16.24\|1445841;2026-04-29\|16.57\|0.06\|16.51\|16.94\|16.27\|1087640;2026-04-30\|15.80\|-4.65\|16.95\|16.98\|15.27\|1438229;2026-05-06\|17.07\|8.04\|16.03\|17.36\|15.88\|1505716;2026-05-07\|18.78\|10.02\|18.78\|18.78\|18.55\|529731;2026-05-08\|20.66\|10.01\|20.04\|20.66\|20.03\|1153395;2026-05-11\|22.73\|10.02\|22.73\|22.73\|22.23\|873185;2026-05-12\|25.00\|9.99\|24.50\|25.00\|23.31\|1280051;2026-05-13\|26.95\|7.80\|25.01\|27.45\|25.01\|2850998;2026-05-14\|24.65\|-8.53\|26.16\|26.39\|24.38\|2297473;2026-05-15\|22.59\|-8.36\|24.07\|24.43\|22.26\|1976095;2026-05-18\|23.69\|4.87\|22.88\|24.85\|22.65\|1848241;2026-05-19\|23.69\|0.00\|23.17\|23.83\|22.51\|1478859;2026-05-20\|24.15\|1.94\|23.46\|24.88\|22.81\|1805552;2026-05-21\|21.74\|-9.98\|23.93\|23.93\|21.74\|1525473;2026-05-22\|22.80\|4.88\|22.58\|22.83\|22.02\|1212650;2026-05-25\|23.58\|3.42\|23.21\|23.76\|21.99\|1422804;2026-05-26\|21.75\|-7.76\|23.42\|23.55\|21.22\|1375454;2026-05-27\|21.24\|-2.34\|21.61\|22.22\|20.81\|1275677;2026-05-28\|23.12\|8.85\|20.89\|23.36\|20.61\|1803733;2026-05-29\|23.93\|3.50\|23.00\|24.86\|22.01\|2388106;2026-06-01\|23.20\|-3.05\|23.61\|24.70\|22.48\|1841859;2026-06-02\|25.09\|8.15\|22.52\|25.20\|22.52\|2420991;2026-06-03\|24.39\|-2.79\|25.01\|26.50\|24.00\|2710396;2026-06-04\|26.83\|10.00\|23.52\|26.83\|23.52\|2260459;2026-06-05\|24.82\|-7.49\|26.42\|28.58\|24.65\|2972135;2026-06-08\|25.10\|1.13\|22.36\|26.68\|22.36\|2490141;2026-06-09\|26.60\|5.98\|25.80\|26.76\|24.78\|2257897;2026-06-10\|24.29\|-8.68\|25.81\|25.98\|23.94\|1736489;2026-06-11\|24.06\|-0.95\|24.16\|24.86\|23.50\|1200241;2026-06-12\|22.73\|-5.53\|24.70\|25.13\|22.55\|1788554;2026-06-15\|24.13\|6.16\|23.66\|24.13\|22.70\|1837948;2026-06-16\|26.10\|8.16\|24.37\|26.54\|23.91\|2468229;2026-06-17\|28.71\|10.00\|26.11\|28.71\|25.66\|1882733;2026-06-18\|31.58\|10.00\|30.01\|31.58\|30.01\|554442;2026-06-22\|34.00\|7.66\|34.28\|34.74\|32.53\|2791293;2026-06-23\|33.68\|-0.94\|34.59\|35.50\|32.58\|1726219;2026-06-24\|37.05\|10.01\|33.68\|37.05\|33.68\|471021;2026-06-25\|38.50\|3.91\|39.55\|39.71\|37.00\|2060446;2026-06-26\|36.15\|-6.10\|37.32\|38.11\|34.65\|1868289;2026-06-29\|33.20\|-8.16\|36.00\|36.38\|32.54\|1801076;2026-06-30\|32.40\|-2.41\|34.20\|34.57\|31.42\|1506094;2026-07-01\|29.59\|-8.67\|31.82\|32.59\|29.19\|1785346;2026-07-02\|26.63\|-10.00\|27.96\|28.81\|26.63\|1346750;2026-07-03\|25.47\|-4.36\|26.32\|27.04\|25.36\|1418150;2026-07-06\|24.13\|-5.26\|26.23\|26.37\|23.55\|1314162;2026-07-07\|23.16\|-4.02\|24.00\|24.35\|22.70\|1046544;2026-07-08\|22.61\|-2.37\|23.89\|23.90\|22.32\|1040519;2026-07-09\|23.30\|3.05\|22.95\|23.45\|21.70\|1453138;2026-07-10\|22.08\|-5.24\|23.34\|24.30\|22.00\|1467448;2026-07-13\|19.87\|-10.01\|21.67\|21.85\|19.87\|1335913;2026-07-14\|20.86\|4.98\|19.88\|20.86\|19.12\|1201504;2026-07-15\|20.37\|-2.35\|21.76\|21.93\|20.33\|1178872;2026-07-16\|19.00\|-6.73\|19.89\|20.41\|18.70\|1186013;2026-07-17\|17.16\|-9.68\|19.04\|19.41\|17.10\|1135387;2026-07-20\|16.87\|-1.69\|17.86\|18.88\|16.03\|1830101;2026-07-21\|17.23\|2.13\|17.05\|17.35\|15.18\|2201138;2026-07-22\|16.46\|-4.47\|16.66\|17.66\|16.25\|1728912;2026-07-23\|16.57\|0.67\|16.65\|17.62\|16.22\|1647278;2026-07-24\|15.71\|-5.19\|16.12\|16.57\|15.63\|955608
41454	工信部：推动全光交换等技术向产业园区用户侧延伸	涨停揭秘：光通信核心标的，受益光纤价格暴涨与全光网络加速建设；涨停缘由：央视报道光纤价格暴涨650%；工信部推动全光交换技术向产业园区用户侧延伸；英伟达20亿美元投资Marvell强化光互联生态；ADSS/OPGW光缆在电力、通信双网改造中持续中标；资金逻辑：4月2-20日累计7次登龙虎榜，深股通席位4月增持超500万股，量化资金高频交易活跃，反映对光通信硬件紧缺逻辑的强共识；风险提示：公司营收规模偏小，抗风险能力较弱，光纤涨价红利传导至利润端需观察成本管控与订单执行节奏	公司光纤、光缆及相关产品业务主要包括研发生产销售ADSS、OPGW特种光缆、预制光缆、气吹微缆、非金属光缆等	2026-03-17\|14.99\|-4.83\|15.80\|15.85\|14.94\|80394;2026-03-18\|15.38\|2.60\|15.13\|15.42\|14.91\|64063;2026-03-19\|14.95\|-2.80\|15.21\|15.41\|14.82\|73011;2026-03-20\|14.77\|-1.20\|15.22\|15.99\|14.71\|110229;2026-03-23\|13.69\|-7.31\|14.48\|14.58\|13.56\|105943;2026-03-24\|14.48\|5.77\|14.00\|14.49\|13.68\|86037;2026-03-25\|15.05\|3.94\|14.61\|15.37\|14.61\|91259;2026-03-26\|14.80\|-1.66\|15.01\|15.25\|14.57\|61337;2026-03-27\|15.02\|1.49\|14.67\|15.13\|14.55\|60297;2026-03-30\|15.74\|4.79\|14.76\|15.78\|14.63\|108487;2026-03-31\|15.47\|-1.72\|15.71\|15.77\|15.08\|86285;2026-04-01\|15.59\|0.78\|15.85\|15.93\|15.37\|72914;2026-04-02\|17.15\|10.01\|15.59\|17.15\|15.59\|134934;2026-04-03\|18.87\|10.03\|18.87\|18.87\|18.87\|41783;2026-04-07\|20.76\|10.02\|20.76\|20.76\|20.76\|18108;2026-04-08\|22.84\|10.02\|22.84\|22.84\|22.84\|38031;2026-04-09\|25.12\|9.98\|25.00\|25.12\|24.25\|535423;2026-04-10\|22.61\|-9.99\|24.60\|24.61\|22.61\|246609;2026-04-13\|21.60\|-4.47\|20.35\|22.48\|20.35\|694274;2026-04-14\|23.19\|7.36\|20.63\|23.76\|20.48\|790037;2026-04-15\|21.80\|-5.99\|22.72\|23.09\|21.33\|533029;2026-04-16\|21.15\|-2.98\|21.33\|21.79\|19.84\|466838;2026-04-17\|19.40\|-8.27\|21.06\|21.26\|19.20\|492813;2026-04-20\|21.34\|10.00\|19.41\|21.34\|19.41\|436325;2026-04-21\|20.45\|-4.17\|21.04\|21.13\|19.80\|351335;2026-04-22\|20.69\|1.17\|20.54\|21.17\|20.28\|418762;2026-04-23\|19.14\|-7.49\|20.30\|20.38\|18.94\|355686;2026-04-24\|18.42\|-3.76\|18.94\|19.13\|18.18\|236967;2026-04-27\|18.82\|2.17\|18.43\|18.94\|18.32\|209981;2026-04-28\|18.03\|-4.20\|18.02\|18.47\|17.80\|174252;2026-04-29\|18.01\|-0.11\|17.88\|18.36\|17.72\|125761;2026-04-30\|17.71\|-1.67\|18.00\|18.08\|17.38\|111588;2026-05-06\|18.28\|3.22\|17.95\|18.48\|17.93\|149942;2026-05-07\|19.44\|6.35\|18.80\|19.72\|18.42\|322125;2026-05-08\|19.89\|2.31\|18.99\|19.99\|18.80\|323463;2026-05-11\|19.32\|-2.87\|20.08\|20.11\|18.90\|244118;2026-05-12\|19.19\|-0.67\|19.50\|19.81\|19.01\|207091;2026-05-13\|20.00\|4.22\|18.90\|20.70\|18.86\|314130;2026-05-14\|18.97\|-5.15\|19.71\|20.01\|18.92\|221203;2026-05-15\|18.17\|-4.22\|18.87\|19.18\|18.01\|177877;2026-05-18\|18.70\|2.92\|18.17\|18.89\|18.17\|126583;2026-05-19\|20.57\|10.00\|19.07\|20.57\|19.03\|183003;2026-05-20\|19.98\|-2.87\|20.06\|20.45\|19.82\|314875;2026-05-21\|17.98\|-10.01\|19.68\|19.79\|17.98\|245615;2026-05-22\|17.62\|-2.00\|17.66\|17.73\|16.91\|182839;2026-05-25\|17.99\|2.10\|17.62\|18.14\|17.02\|167057;2026-05-26\|17.74\|-1.39\|17.92\|19.20\|17.52\|182367;2026-05-27\|17.07\|-3.78\|17.63\|18.10\|16.90\|135463;2026-05-28\|17.38\|1.82\|16.93\|17.44\|16.77\|102816;2026-05-29\|16.91\|-2.70\|17.34\|17.67\|16.86\|106967;2026-06-01\|15.22\|-9.99\|15.22\|15.22\|15.22\|24193;2026-06-02\|16.74\|9.99\|14.50\|16.74\|14.50\|216700;2026-06-03\|16.55\|-1.14\|16.72\|17.20\|16.41\|231427;2026-06-04\|16.61\|0.36\|16.58\|17.80\|16.58\|175596;2026-06-05\|16.31\|-1.81\|16.90\|17.10\|16.29\|141225;2026-06-08\|15.60\|-4.35\|16.00\|16.39\|15.46\|113718;2026-06-09\|15.71\|0.71\|15.92\|16.08\|15.32\|92810;2026-06-10\|14.96\|-4.77\|15.45\|15.61\|14.80\|87537;2026-06-11\|14.59\|-2.47\|14.96\|15.28\|14.32\|82268;2026-06-12\|14.42\|-1.17\|14.90\|14.90\|14.37\|73613;2026-06-15\|15.23\|5.62\|14.80\|15.23\|14.51\|89506;2026-06-16\|15.77\|3.55\|15.25\|15.86\|14.86\|113840;2026-06-17\|15.49\|-1.78\|15.41\|15.70\|15.28\|81012;2026-06-18\|15.26\|-1.48\|15.50\|15.63\|15.14\|74294;2026-06-22\|15.26\|0.00\|15.58\|15.68\|14.80\|85401;2026-06-23\|15.28\|0.13\|15.10\|15.80\|15.00\|90123;2026-06-24\|14.86\|-2.75\|15.00\|15.54\|14.51\|81605;2026-06-25\|14.39\|-3.16\|14.95\|15.20\|14.26\|91991;2026-06-26\|13.47\|-6.39\|14.22\|14.28\|13.37\|87332;2026-06-29\|12.97\|-3.71\|13.34\|13.52\|12.56\|105996;2026-06-30\|13.21\|1.85\|12.89\|13.37\|12.81\|68800;2026-07-01\|13.23\|0.15\|13.37\|13.41\|12.89\|77811;2026-07-02\|13.24\|0.08\|13.07\|13.85\|12.97\|91025;2026-07-03\|13.27\|0.23\|13.24\|13.48\|13.16\|58359;2026-07-06\|12.85\|-3.17\|13.33\|13.66\|12.67\|65865;2026-07-07\|12.19\|-5.14\|12.79\|12.87\|12.00\|71512;2026-07-08\|12.20\|0.08\|12.20\|12.43\|11.77\|65341;2026-07-09\|12.56\|2.95\|12.12\|12.56\|11.78\|83629;2026-07-10\|12.28\|-2.23\|12.46\|12.73\|12.23\|72194;2026-07-13\|11.43\|-6.92\|12.19\|12.39\|11.41\|56183;2026-07-14\|11.76\|2.89\|11.56\|11.78\|11.23\|66543;2026-07-15\|11.70\|-0.51\|11.65\|12.08\|11.58\|54719;2026-07-16\|11.80\|0.85\|11.53\|12.02\|11.37\|60044;2026-07-17\|10.84\|-8.14\|11.68\|11.86\|10.73\|77135;2026-07-20\|10.33\|-4.70\|11.03\|11.47\|10.17\|85743;2026-07-21\|10.26\|-0.68\|10.26\|10.44\|9.30\|106578;2026-07-22\|10.15\|-1.07\|10.14\|10.50\|9.98\|64793;2026-07-23\|10.58\|4.24\|10.09\|10.61\|10.09\|62334;2026-07-24\|10.22\|-3.40\|10.57\|10.60\|10.13\|45170
41453	Anthropic推出新顶级AI模型	业绩预增+星火大模型+AI学习机行业原因： 1、腾讯、字节、百度同步亮出AI春节计划，总投入超过15亿元，重金押注AI应用， 2、Clawdbot近期爆火，Meta、微软、特斯拉加大资本开支，软银拟追加300亿美元投资OpenAI，全球资本对AI商业化信心上升。公司原因： 1、据2026年1月28日公告，公司预计2025年归母净利润7.85-9.5亿元，同比增长40%-70%，扣非净利润2.45-3.01亿元，同比增长30%-60%，销售回款与经营现金流均创历史新高。 2、据2026年1月29日证券日报，2025年星火大模型相关项目中标金额23.16亿元，位列行业第一，超第二至第六名总和，政务、教育、工业落地速度领先。 3、据2025年10月22日业绩说明会，星火教育大模型驱动AI学习机连续四年全国高端销量、销售额双第一，前三季度学习机业务增长80%，市场渗透率仅6%-7%，成长空间明确。	公司旗下星火大模型项目中标数量及金额位列行业第一	2026-03-17\|51.17\|-1.84\|52.18\|52.34\|51.11\|276231;2026-03-18\|51.58\|0.80\|51.23\|51.64\|50.66\|302331;2026-03-19\|50.36\|-2.37\|50.70\|51.02\|50.01\|345586;2026-03-20\|49.06\|-2.58\|50.80\|50.83\|49.06\|360422;2026-03-23\|46.45\|-5.32\|48.10\|48.65\|46.30\|512679;2026-03-24\|46.83\|0.82\|47.16\|47.28\|45.74\|383756;2026-03-25\|47.57\|1.58\|47.15\|47.95\|47.10\|342096;2026-03-26\|46.57\|-2.10\|47.60\|47.62\|46.43\|237969;2026-03-27\|46.74\|0.36\|45.88\|46.86\|45.77\|210807;2026-03-30\|46.40\|-0.73\|45.98\|46.42\|45.36\|256953;2026-03-31\|46.21\|-0.41\|46.40\|47.15\|46.06\|248723;2026-04-01\|47.01\|1.73\|47.25\|47.36\|46.55\|273996;2026-04-02\|45.88\|-2.40\|46.71\|46.71\|45.78\|251339;2026-04-03\|45.72\|-0.35\|46.02\|46.27\|45.62\|186961;2026-04-07\|45.58\|-0.31\|45.75\|45.99\|45.38\|170670;2026-04-08\|47.91\|5.11\|46.50\|47.92\|46.50\|524068;2026-04-09\|47.21\|-1.46\|47.26\|47.41\|46.80\|302452;2026-04-10\|47.64\|0.91\|47.50\|48.33\|47.47\|390025;2026-04-13\|47.78\|0.29\|47.23\|47.92\|47.06\|278605;2026-04-14\|48.33\|1.15\|48.50\|48.64\|47.87\|366268;2026-04-15\|47.54\|-1.63\|48.86\|48.98\|47.39\|359790;2026-04-16\|48.10\|1.18\|47.83\|48.46\|47.80\|351350;2026-04-17\|48.24\|0.29\|47.86\|48.45\|47.64\|290996;2026-04-20\|48.94\|1.45\|48.20\|49.07\|47.90\|434960;2026-04-21\|48.78\|-0.33\|49.50\|49.64\|48.40\|327476;2026-04-22\|49.51\|1.50\|48.60\|49.76\|48.51\|400497;2026-04-23\|48.89\|-1.25\|49.73\|50.09\|48.68\|385158;2026-04-24\|49.07\|0.37\|48.50\|49.48\|47.75\|391981;2026-04-27\|49.81\|1.51\|49.08\|50.02\|48.54\|386208;2026-04-28\|49.17\|-1.28\|49.58\|50.03\|48.90\|350863;2026-04-29\|48.06\|-2.26\|47.68\|48.18\|47.01\|489239;2026-04-30\|47.79\|-0.56\|47.98\|48.41\|47.69\|380182;2026-05-06\|49.48\|3.54\|48.35\|50.19\|48.34\|708104;2026-05-07\|49.98\|1.01\|49.73\|50.04\|49.21\|526309;2026-05-08\|49.91\|-0.14\|50.50\|50.88\|49.62\|647413;2026-05-11\|50.30\|0.78\|50.00\|50.66\|49.68\|589705;2026-05-12\|48.83\|-2.92\|50.30\|50.30\|48.81\|538098;2026-05-13\|49.40\|1.17\|48.59\|49.60\|48.12\|528798;2026-05-14\|47.68\|-3.48\|49.77\|50.29\|47.68\|613286;2026-05-15\|47.14\|-1.13\|47.68\|48.54\|47.04\|528079;2026-05-18\|48.71\|3.33\|47.00\|49.12\|46.86\|622709;2026-05-19\|49.12\|0.84\|48.71\|49.60\|48.35\|506931;2026-05-20\|48.00\|-2.28\|48.88\|48.94\|47.88\|403295;2026-05-21\|47.20\|-1.67\|48.25\|49.36\|47.15\|587397;2026-05-22\|47.35\|0.32\|47.58\|47.88\|46.77\|412529;2026-05-25\|48.68\|2.81\|47.70\|48.68\|47.41\|537204;2026-05-26\|49.25\|1.17\|48.34\|50.10\|47.73\|689376;2026-05-27\|50.25\|2.03\|49.24\|50.99\|48.70\|1084085;2026-05-28\|49.13\|-2.23\|50.27\|50.27\|47.91\|873094;2026-05-29\|47.90\|-2.50\|49.66\|50.45\|47.81\|726451;2026-06-01\|49.14\|2.59\|47.90\|49.87\|47.60\|703031;2026-06-02\|48.26\|-1.79\|49.31\|49.45\|47.88\|537324;2026-06-03\|47.51\|-1.55\|47.82\|48.62\|47.04\|580984;2026-06-04\|45.84\|-3.52\|46.96\|46.98\|45.83\|605944;2026-06-05\|46.03\|0.41\|45.83\|46.43\|45.01\|482055;2026-06-08\|44.12\|-4.15\|45.00\|45.39\|43.96\|437577;2026-06-09\|44.51\|0.88\|44.31\|44.90\|43.96\|326756;2026-06-10\|42.29\|-4.99\|44.30\|44.40\|42.11\|542781;2026-06-11\|40.79\|-3.55\|41.90\|41.90\|40.53\|510361;2026-06-12\|40.39\|-0.98\|41.20\|41.38\|40.24\|723219;2026-06-15\|41.48\|2.70\|41.01\|41.77\|41.01\|493222;2026-06-16\|41.28\|-0.48\|41.45\|41.57\|40.86\|363576;2026-06-17\|41.59\|0.75\|41.27\|41.95\|40.58\|431083;2026-06-18\|42.61\|2.45\|41.33\|43.60\|40.95\|663727;2026-06-22\|43.88\|2.98\|42.19\|44.58\|42.01\|684381;2026-06-23\|42.25\|-3.71\|43.46\|43.96\|42.05\|537041;2026-06-24\|42.60\|0.83\|42.25\|42.88\|41.57\|420328;2026-06-25\|41.68\|-2.16\|42.55\|42.71\|41.40\|448976;2026-06-26\|39.12\|-6.14\|41.28\|41.43\|39.09\|629958;2026-06-29\|39.46\|0.87\|39.15\|40.11\|39.07\|371931;2026-06-30\|40.84\|3.50\|40.01\|41.50\|39.94\|508110;2026-07-01\|41.03\|0.47\|40.70\|41.76\|40.46\|447366;2026-07-02\|41.08\|0.12\|41.39\|42.00\|40.66\|543636;2026-07-03\|41.51\|1.05\|40.53\|42.00\|40.53\|538276;2026-07-06\|40.65\|-2.07\|41.39\|41.48\|40.52\|344441;2026-07-07\|39.95\|-1.72\|40.25\|41.00\|39.87\|287063;2026-07-08\|40.94\|2.48\|40.29\|41.31\|39.96\|442735;2026-07-09\|42.37\|3.49\|40.77\|42.48\|40.50\|656953;2026-07-10\|43.19\|1.94\|41.99\|44.30\|41.50\|797596;2026-07-13\|41.90\|-2.76\|43.13\|43.35\|41.63\|482987;2026-07-14\|41.18\|-1.72\|41.95\|42.47\|40.22\|448445;2026-07-15\|41.35\|0.41\|41.05\|41.84\|40.46\|387441;2026-07-16\|41.99\|1.55\|41.09\|42.45\|40.88\|452753;2026-07-17\|41.12\|-2.07\|41.63\|42.30\|40.03\|532505;2026-07-20\|40.97\|-0.36\|40.60\|41.23\|40.33\|397920;2026-07-21\|41.70\|1.78\|40.60\|41.70\|40.49\|461343;2026-07-22\|40.83\|-2.09\|41.36\|41.44\|40.68\|418150;2026-07-23\|40.49\|-0.83\|40.67\|40.77\|40.03\|329695;2026-07-24\|38.88\|-3.98\|40.00\|40.04\|38.88\|390478
41452	Anthropic推出新顶级AI模型	AI应用+用友BIP+营收增长+亏损收窄行业原因：据证券时报，受Okta和Snowflake强劲业绩的推动，美股软件股上周大幅飙升，这表明一些公司抵御人工智能颠覆的能力超出了华尔街的预期。推动本轮反弹的核心逻辑在于，华尔街开始重新审视软件行业，尤其是与人工智能深度绑定的企业。公司原因： 1、据2026年4月18日年报及2026年4月25日一季报，公司贯彻“AI至上”战略，重磅发布“用友BIP 5”并构建覆盖数据、模型、平台到应用的全链路企业AI产品矩阵，2026年一季度AI业务实现收入13,739万元。 2、据2026年4月25日一季报，公司2026年一季度实现营业收入14.59亿元，同比增长5.90%，其中新一代核心产品用友BIP实现收入5.54亿元，同比增长26.8%；2026年一季度归母净利润-7.23亿元，亏损同比缩小1.79%；太平洋证券研报指出公司经营质量好转，2025年毛利率同比提升2.1个百分点。	全球领先企业软件提供商，发布YonGPT 2.0企业服务大模型，构建衔接通用大模型与业务场景的闭环体系	2026-03-17\|12.96\|-2.04\|13.35\|13.35\|12.93\|392824;2026-03-18\|13.11\|1.16\|12.99\|13.12\|12.90\|293935;2026-03-19\|12.84\|-2.06\|12.94\|12.97\|12.76\|343776;2026-03-20\|12.40\|-3.43\|12.78\|12.89\|12.40\|401599;2026-03-23\|11.65\|-6.05\|12.17\|12.21\|11.54\|559484;2026-03-24\|11.83\|1.55\|11.85\|11.89\|11.61\|340443;2026-03-25\|11.98\|1.27\|11.82\|12.05\|11.81\|330074;2026-03-26\|11.63\|-2.92\|11.99\|12.03\|11.60\|314272;2026-03-27\|11.79\|1.38\|11.47\|11.84\|11.41\|255051;2026-03-30\|11.73\|-0.51\|11.52\|11.77\|11.45\|290423;2026-03-31\|11.64\|-0.77\|11.75\|11.97\|11.62\|294673;2026-04-01\|11.85\|1.80\|11.87\|11.90\|11.73\|258548;2026-04-02\|11.75\|-0.84\|11.79\|11.97\|11.60\|458073;2026-04-03\|11.48\|-2.30\|11.77\|11.82\|11.41\|296531;2026-04-07\|11.49\|0.09\|11.56\|11.60\|11.31\|220039;2026-04-08\|12.21\|6.27\|11.70\|12.24\|11.69\|524067;2026-04-09\|11.85\|-2.95\|12.01\|12.03\|11.83\|334748;2026-04-10\|12.02\|1.43\|11.92\|12.15\|11.91\|338925;2026-04-13\|12.08\|0.50\|11.90\|12.15\|11.86\|258683;2026-04-14\|12.29\|1.74\|12.33\|12.42\|12.10\|359251;2026-04-15\|12.16\|-1.06\|12.33\|12.38\|12.09\|263861;2026-04-16\|12.36\|1.64\|12.28\|12.42\|12.22\|316966;2026-04-17\|12.38\|0.16\|12.34\|12.39\|12.17\|296950;2026-04-20\|12.52\|1.13\|12.32\|12.64\|12.29\|400594;2026-04-21\|12.20\|-2.56\|12.55\|12.55\|12.12\|393986;2026-04-22\|12.37\|1.39\|12.17\|12.43\|12.07\|394085;2026-04-23\|12.21\|-1.29\|12.40\|12.48\|12.13\|318079;2026-04-24\|12.37\|1.31\|12.11\|12.37\|11.93\|471716;2026-04-27\|12.04\|-2.67\|12.16\|12.16\|11.55\|626414;2026-04-28\|11.72\|-2.66\|11.95\|11.96\|11.66\|392895;2026-04-29\|11.87\|1.28\|11.72\|11.91\|11.70\|288229;2026-04-30\|11.68\|-1.60\|11.80\|11.96\|11.59\|438561;2026-05-06\|11.90\|1.88\|11.80\|12.11\|11.78\|580740;2026-05-07\|12.20\|2.52\|11.95\|12.23\|11.80\|586102;2026-05-08\|12.39\|1.56\|12.50\|12.88\|12.27\|984810;2026-05-11\|12.38\|-0.08\|12.34\|12.54\|12.21\|592308;2026-05-12\|11.90\|-3.88\|12.33\|12.33\|11.89\|640957;2026-05-13\|12.02\|1.01\|11.81\|12.11\|11.71\|520703;2026-05-14\|11.83\|-1.58\|12.26\|12.70\|11.78\|940382;2026-05-15\|11.51\|-2.71\|11.80\|11.94\|11.50\|671962;2026-05-18\|11.60\|0.78\|11.40\|11.70\|11.40\|381138;2026-05-19\|11.77\|1.47\|11.55\|11.80\|11.50\|380364;2026-05-20\|11.43\|-2.89\|11.68\|11.70\|11.32\|458884;2026-05-21\|10.85\|-5.07\|11.47\|11.54\|10.81\|734768;2026-05-22\|10.87\|0.18\|10.90\|10.95\|10.60\|475315;2026-05-25\|10.94\|0.64\|10.96\|11.01\|10.75\|363820;2026-05-26\|10.70\|-2.19\|10.87\|10.90\|10.48\|403296;2026-05-27\|10.30\|-3.74\|10.69\|10.70\|10.20\|407548;2026-05-28\|10.52\|2.14\|10.20\|10.61\|10.01\|533778;2026-05-29\|10.37\|-1.43\|10.71\|10.95\|10.16\|463506;2026-06-01\|11.41\|10.03\|10.50\|11.41\|10.30\|1004723;2026-06-02\|11.28\|-1.14\|11.50\|11.54\|11.09\|907661;2026-06-03\|10.90\|-3.37\|11.03\|11.18\|10.80\|632852;2026-06-04\|10.63\|-2.48\|10.80\|10.82\|10.54\|450010;2026-06-05\|10.71\|0.75\|10.65\|11.22\|10.55\|647364;2026-06-08\|10.58\|-1.21\|10.40\|10.81\|10.30\|519621;2026-06-09\|10.80\|2.08\|10.60\|11.16\|10.33\|609205;2026-06-10\|10.35\|-4.17\|10.60\|10.87\|10.23\|538912;2026-06-11\|9.90\|-4.35\|10.23\|10.29\|9.86\|539911;2026-06-12\|10.00\|1.01\|10.00\|10.21\|9.86\|416378;2026-06-15\|10.14\|1.40\|10.10\|10.25\|10.03\|381382;2026-06-16\|9.95\|-1.87\|10.08\|10.11\|9.88\|440678;2026-06-17\|9.78\|-1.71\|9.93\|9.94\|9.63\|446316;2026-06-18\|9.79\|0.10\|9.68\|10.17\|9.59\|516014;2026-06-22\|9.99\|2.04\|9.65\|10.02\|9.52\|529978;2026-06-23\|9.68\|-3.10\|9.96\|10.07\|9.66\|444965;2026-06-24\|9.43\|-2.58\|9.67\|9.71\|9.30\|391181;2026-06-25\|9.25\|-1.91\|9.40\|9.41\|9.15\|427396;2026-06-26\|8.75\|-5.41\|9.15\|9.18\|8.75\|513533;2026-06-29\|8.98\|2.63\|8.83\|9.23\|8.73\|487526;2026-06-30\|9.18\|2.23\|8.91\|9.38\|8.91\|482703;2026-07-01\|9.46\|3.05\|9.38\|9.67\|9.38\|585574;2026-07-02\|9.35\|-1.16\|9.69\|9.69\|9.35\|543882;2026-07-03\|9.31\|-0.43\|9.31\|9.44\|9.20\|326894;2026-07-06\|9.19\|-1.29\|9.21\|9.31\|9.09\|295605;2026-07-07\|9.00\|-2.07\|9.22\|9.25\|8.97\|271901;2026-07-08\|9.36\|4.00\|9.00\|9.47\|8.95\|582674;2026-07-09\|9.43\|0.75\|9.22\|9.51\|9.12\|507288;2026-07-10\|9.67\|2.55\|9.35\|10.10\|9.26\|758844;2026-07-13\|9.36\|-3.21\|9.55\|9.74\|9.20\|591776;2026-07-14\|9.20\|-1.71\|9.40\|9.44\|8.96\|577366;2026-07-15\|9.31\|1.20\|9.10\|9.47\|9.08\|481572;2026-07-16\|9.36\|0.54\|9.26\|9.51\|9.13\|522778;2026-07-17\|8.82\|-5.77\|9.32\|9.42\|8.80\|679117;2026-07-20\|9.14\|3.63\|8.93\|9.23\|8.86\|657373;2026-07-21\|9.34\|2.19\|9.06\|9.47\|9.06\|660825;2026-07-22\|9.56\|2.36\|9.28\|9.97\|9.23\|866657;2026-07-23\|9.45\|-1.15\|9.50\|9.55\|9.26\|441299;2026-07-24\|8.97\|-5.08\|9.30\|9.30\|8.96\|500022
41451	Anthropic推出新顶级AI模型	AI PC+算力租赁+Token工厂+中标大单行业原因： 1、5月30日，英伟达、微软、ARM三方同步官宣“A new era of PC”预热，计划6月初发布首款暂定名为“N1X”的PC处理器。 2、5月29日美股戴尔因AI服务器需求激增，将2027财年AI服务器营收预期上调至约600亿美元，股价大涨近33%，带动行业景气预期。公司原因： 1、据2026年5月31日软通动力官微，公司旗下机械革命携全系AI PC产品亮相亚太经合组织APEC第三十二届贸易部长会议。 2、据2026年5月25日互动易，公司构建从算力基础设施规划、建设、运营到Tokens交付的全生命周期闭环，签约接入国家算力互联网服务平台，以粤港澳大湾区、京津冀、长三角为核心完善全国算力网络体系。 3、据国联民生证券2026年5月22日研报，公司旗下软通计算机成功中标中国移动2026年至2027年PC服务器产品集中采购项目，中标金额17.53亿元，实现ARM架构全品类中标。 4、据2026年4月25日年报，公司推出业界首款端侧AI推理四卡液冷工作站，并推出“全栈智能”服务体系，核心产品包括天璇MaaS平台、睿动智能体云平台等。	公司成立了人工智能研究与创新中心（AIC），专注于AI领域技术的研发，公司与鲲鹏计算、昇腾计算开展全方位合作，推出了“软通动力训推一体化平台”，并发布了“软通动力天璇2.0 MaaS平台”，适配主流厂商基础大模型和开源基础大模型	2026-03-17\|44.66\|-1.93\|45.52\|45.73\|44.60\|125052;2026-03-18\|45.34\|1.52\|45.04\|45.35\|44.60\|105952;2026-03-19\|41.93\|-7.52\|44.00\|44.00\|41.91\|300886;2026-03-20\|39.57\|-5.63\|42.10\|42.49\|39.57\|251632;2026-03-23\|38.51\|-2.68\|39.00\|40.21\|38.08\|211110;2026-03-24\|38.74\|0.60\|39.00\|39.33\|37.95\|148269;2026-03-25\|39.02\|0.72\|38.74\|39.50\|38.73\|134869;2026-03-26\|37.84\|-3.02\|38.94\|39.10\|37.76\|128285;2026-03-27\|38.05\|0.56\|37.45\|38.17\|37.10\|122774;2026-03-30\|37.51\|-1.42\|37.45\|37.68\|36.82\|121372;2026-03-31\|36.90\|-1.63\|37.50\|37.85\|36.85\|117491;2026-04-01\|38.25\|3.66\|38.01\|38.48\|37.84\|159710;2026-04-02\|36.94\|-3.42\|38.03\|38.18\|36.80\|130238;2026-04-03\|36.58\|-0.97\|37.29\|37.43\|36.46\|88166;2026-04-07\|36.83\|0.68\|36.97\|37.26\|36.63\|79034;2026-04-08\|39.29\|6.68\|37.99\|39.30\|37.90\|203754;2026-04-09\|38.50\|-2.01\|38.68\|38.97\|38.40\|132686;2026-04-10\|38.75\|0.65\|38.87\|39.37\|38.72\|128742;2026-04-13\|38.79\|0.10\|38.05\|39.19\|38.05\|99843;2026-04-14\|39.41\|1.60\|39.30\|39.69\|39.06\|118284;2026-04-15\|38.96\|-1.14\|39.73\|39.86\|38.83\|122788;2026-04-16\|39.90\|2.41\|39.25\|39.95\|39.22\|163683;2026-04-17\|40.27\|0.93\|39.74\|40.49\|39.60\|169936;2026-04-20\|40.97\|1.74\|40.51\|42.27\|40.41\|223592;2026-04-21\|39.86\|-2.71\|41.00\|41.30\|39.67\|143991;2026-04-22\|42.88\|7.58\|39.91\|44.59\|39.66\|504608;2026-04-23\|42.55\|-0.77\|42.50\|43.29\|42.10\|294082;2026-04-24\|44.00\|3.41\|42.90\|44.46\|42.04\|408664;2026-04-27\|40.85\|-7.16\|42.23\|42.24\|40.36\|377391;2026-04-28\|39.64\|-2.96\|40.85\|41.10\|39.40\|238912;2026-04-29\|39.44\|-0.50\|39.64\|40.11\|39.41\|168445;2026-04-30\|39.44\|0.00\|39.20\|39.84\|38.95\|146219;2026-05-06\|41.53\|5.30\|40.16\|41.75\|40.12\|264234;2026-05-07\|41.79\|0.63\|41.67\|41.96\|40.87\|214908;2026-05-08\|41.80\|0.02\|41.80\|42.79\|41.33\|237185;2026-05-11\|42.71\|2.18\|41.76\|43.17\|41.41\|286454;2026-05-12\|41.42\|-3.02\|42.42\|42.60\|41.30\|181407;2026-05-13\|41.91\|1.18\|41.18\|42.28\|40.95\|169270;2026-05-14\|39.50\|-5.75\|42.21\|42.21\|39.50\|261221;2026-05-15\|39.58\|0.20\|39.61\|40.30\|39.19\|211807;2026-05-18\|40.16\|1.47\|38.99\|41.17\|38.99\|220170;2026-05-19\|41.05\|2.22\|40.26\|41.15\|39.73\|246021;2026-05-20\|39.99\|-2.58\|40.81\|41.16\|39.95\|186502;2026-05-21\|38.12\|-4.68\|40.23\|40.76\|38.04\|239216;2026-05-22\|38.55\|1.13\|38.33\|38.89\|37.88\|161443;2026-05-25\|39.42\|2.26\|38.93\|39.77\|38.25\|218548;2026-05-26\|38.45\|-2.46\|39.14\|40.40\|37.89\|238516;2026-05-27\|36.50\|-5.07\|38.00\|38.26\|36.45\|228876;2026-05-28\|35.27\|-3.37\|36.50\|36.67\|34.01\|316294;2026-05-29\|33.04\|-6.32\|35.51\|35.88\|32.88\|255107;2026-06-01\|39.65\|20.01\|34.35\|39.65\|34.31\|379417;2026-06-02\|42.40\|6.94\|41.41\|43.91\|39.63\|1013277;2026-06-03\|43.59\|2.81\|40.81\|43.60\|40.81\|805183;2026-06-04\|41.58\|-4.61\|42.20\|42.95\|41.03\|507260;2026-06-05\|41.80\|0.53\|41.24\|43.86\|41.24\|551868;2026-06-08\|43.53\|4.14\|40.58\|44.50\|40.51\|729809;2026-06-09\|44.76\|2.83\|43.30\|46.82\|42.50\|771007;2026-06-10\|43.91\|-1.90\|43.60\|46.00\|43.50\|564562;2026-06-11\|41.13\|-6.33\|43.61\|44.04\|40.86\|572395;2026-06-12\|39.75\|-3.36\|41.60\|42.20\|39.72\|487089;2026-06-15\|40.51\|1.91\|40.00\|40.75\|39.41\|303823;2026-06-16\|40.19\|-0.67\|39.88\|40.53\|38.38\|378709;2026-06-17\|38.48\|-4.25\|39.97\|40.05\|38.21\|359959;2026-06-18\|38.56\|0.21\|38.18\|39.18\|37.54\|282140;2026-06-22\|39.13\|1.48\|38.30\|39.15\|37.01\|320874;2026-06-23\|40.28\|2.94\|38.58\|40.63\|37.86\|525626;2026-06-24\|38.18\|-5.21\|39.68\|40.00\|38.01\|359508;2026-06-25\|37.19\|-2.59\|38.03\|39.37\|37.01\|308248;2026-06-26\|41.69\|12.10\|38.00\|43.36\|37.51\|737722;2026-06-29\|41.95\|0.62\|42.12\|42.98\|41.28\|428831;2026-06-30\|42.45\|1.19\|42.20\|43.20\|41.60\|418311;2026-07-01\|41.64\|-1.91\|42.03\|42.44\|41.37\|380893;2026-07-02\|41.50\|-0.34\|41.41\|43.92\|41.30\|533193;2026-07-03\|42.02\|1.25\|41.10\|43.20\|40.73\|369115;2026-07-06\|38.54\|-8.28\|41.70\|41.77\|38.34\|436253;2026-07-07\|37.58\|-2.49\|38.44\|38.80\|37.57\|197109;2026-07-08\|37.88\|0.80\|38.00\|39.38\|37.56\|235518;2026-07-09\|40.43\|6.73\|38.31\|40.71\|37.68\|412154;2026-07-10\|41.83\|3.46\|40.02\|43.88\|39.88\|535129;2026-07-13\|41.17\|-1.58\|41.21\|43.27\|40.97\|379470;2026-07-14\|39.51\|-4.03\|41.30\|42.17\|38.13\|340226;2026-07-15\|39.92\|1.04\|39.47\|40.80\|38.26\|279577;2026-07-16\|40.57\|1.63\|39.56\|41.65\|39.34\|349973;2026-07-17\|37.42\|-7.76\|40.28\|40.69\|37.15\|361076;2026-07-20\|38.32\|2.41\|38.02\|38.34\|36.36\|280666;2026-07-21\|38.48\|0.42\|38.00\|39.54\|36.80\|328291;2026-07-22\|39.24\|1.98\|39.00\|40.66\|37.90\|384540;2026-07-23\|37.65\|-4.05\|38.83\|39.09\|37.50\|283017;2026-07-24\|35.00\|-7.04\|37.20\|37.28\|34.88\|303447
41450	Anthropic推出新顶级AI模型	AI漫剧+AI应用+扭亏为盈+Sora概念行业原因：字节跳动近日发布Seedance2.0，可根据文本或图像创建电影级视频。机构指出，Seedance2.0有望在AI漫剧、AI短剧等短内容方面率先得到广泛应用，进一步推动漫剧/短剧制作大幅降本提效和产能供给释放。公司原因： 1、据中国经营报报道，2月5日，360集团在郑州正式发布“纳米漫剧流水线”AI生产平台，这是国内首个面向漫剧行业的工业级AI智能体生产工具。该产品旨在通过自动化流程和智能分镜技术，提升漫剧制作效率。 2、据2025年8月27日半年报，公司构建“纳米AI超级搜索智能体”及“一句话生爆款视频智能体”等多个代表性AI智能体；公众号“AI产品榜”7月数据显示，“纳米AI”月度Web访问量合计超4.5亿次，移动端月活超1200万，跻身国内AI应用前列。 3、据2026年1月31日业绩预告，预计2025年归母净利润2.13-3.18亿元，同比扭亏为盈，主因权益法核算的长期股权投资收益增加。 4、据2025年8月27日半年报，公司依托“360智脑”“360CV大模型”重构PC端广告全链路，AI创意生成与精准投放显著提升客户转化率。	AI搜索龙头之一，打造360智脑大模型具备生成创作、多轮对话、逻辑推理等十大核心能力与数百项细分功能	2026-03-17\|11.62\|-4.13\|12.10\|12.11\|11.61\|1329666;2026-03-18\|11.91\|2.50\|11.74\|11.92\|11.62\|1060834;2026-03-19\|11.64\|-2.27\|11.65\|11.71\|11.44\|1099358;2026-03-20\|11.16\|-4.12\|11.63\|11.69\|11.16\|1100225;2026-03-23\|10.58\|-5.20\|10.97\|11.03\|10.46\|1236892;2026-03-24\|10.81\|2.17\|10.76\|10.83\|10.52\|891497;2026-03-25\|11.01\|1.85\|10.91\|11.07\|10.84\|898704;2026-03-26\|10.70\|-2.82\|10.95\|11.02\|10.66\|759397;2026-03-27\|10.77\|0.65\|10.52\|10.82\|10.51\|552340;2026-03-30\|10.78\|0.09\|10.56\|10.79\|10.42\|654718;2026-03-31\|10.70\|-0.74\|10.73\|10.91\|10.63\|652646;2026-04-01\|10.83\|1.22\|10.90\|10.93\|10.75\|732266;2026-04-02\|10.51\|-2.95\|10.73\|10.74\|10.46\|689922;2026-04-03\|10.28\|-2.19\|10.54\|10.58\|10.25\|588455;2026-04-07\|10.29\|0.10\|10.28\|10.38\|10.23\|503490;2026-04-08\|11.02\|7.09\|10.55\|11.06\|10.53\|1386670;2026-04-09\|10.74\|-2.54\|10.82\|10.85\|10.68\|803133;2026-04-10\|10.87\|1.21\|10.89\|11.05\|10.86\|829020;2026-04-13\|10.92\|0.46\|10.72\|10.97\|10.70\|601080;2026-04-14\|10.99\|0.64\|11.05\|11.15\|10.89\|731494;2026-04-15\|10.85\|-1.27\|11.07\|11.08\|10.80\|666849;2026-04-16\|11.03\|1.66\|10.90\|11.05\|10.89\|795371;2026-04-17\|11.03\|0.00\|10.95\|11.05\|10.93\|589381;2026-04-20\|11.19\|1.45\|11.01\|11.26\|10.98\|735735;2026-04-21\|11.03\|-1.43\|11.18\|11.19\|10.95\|569822;2026-04-22\|11.09\|0.54\|10.95\|11.09\|10.91\|668003;2026-04-23\|10.97\|-1.08\|11.09\|11.25\|10.93\|811837;2026-04-24\|11.03\|0.55\|10.89\|11.08\|10.71\|815081;2026-04-27\|11.12\|0.82\|10.96\|11.17\|10.80\|708067;2026-04-28\|10.88\|-2.16\|11.17\|11.19\|10.81\|795733;2026-04-29\|10.96\|0.74\|10.82\|11.01\|10.80\|693568;2026-04-30\|11.17\|1.92\|11.35\|11.42\|11.15\|1317715;2026-05-06\|11.45\|2.51\|11.28\|11.55\|11.25\|1347895;2026-05-07\|11.71\|2.27\|11.51\|11.75\|11.36\|1383895;2026-05-08\|11.66\|-0.43\|11.91\|12.10\|11.63\|1562440;2026-05-11\|11.68\|0.17\|11.60\|11.83\|11.60\|1223022;2026-05-12\|11.40\|-2.40\|11.67\|11.68\|11.36\|1062269;2026-05-13\|11.48\|0.70\|11.36\|11.50\|11.20\|956047;2026-05-14\|11.07\|-3.57\|11.56\|11.64\|11.07\|1056075;2026-05-15\|10.98\|-0.81\|11.08\|11.27\|10.94\|985861;2026-05-18\|11.06\|0.73\|10.85\|11.16\|10.83\|801603;2026-05-19\|11.19\|1.18\|11.05\|11.25\|10.96\|743046;2026-05-20\|10.93\|-2.32\|11.12\|11.18\|10.89\|736679;2026-05-21\|10.60\|-3.02\|11.00\|11.15\|10.55\|1054346;2026-05-22\|10.71\|1.04\|10.67\|10.73\|10.43\|942991;2026-05-25\|10.79\|0.75\|10.77\|10.85\|10.61\|720943;2026-05-26\|10.76\|-0.28\|10.71\|10.87\|10.54\|748781;2026-05-27\|10.49\|-2.51\|10.74\|10.85\|10.44\|928824;2026-05-28\|10.38\|-1.05\|10.40\|10.45\|10.12\|1007992;2026-05-29\|10.10\|-2.70\|10.47\|10.60\|10.10\|1027140;2026-06-01\|10.50\|3.96\|10.10\|10.72\|10.10\|1383790;2026-06-02\|10.35\|-1.43\|10.63\|10.63\|10.22\|831824;2026-06-03\|10.22\|-1.26\|10.28\|10.37\|10.16\|663816;2026-06-04\|9.88\|-3.33\|10.12\|10.15\|9.86\|979565;2026-06-05\|9.79\|0.10\|9.88\|9.95\|9.66\|668084;2026-06-08\|9.39\|-4.09\|9.50\|9.68\|9.30\|757164;2026-06-09\|9.55\|1.70\|9.45\|9.59\|9.30\|632701;2026-06-10\|9.34\|-2.20\|9.47\|9.60\|9.30\|607786;2026-06-11\|9.00\|-3.64\|9.24\|9.26\|8.88\|832043;2026-06-12\|9.16\|1.78\|9.10\|9.29\|9.02\|789843;2026-06-15\|9.36\|2.18\|9.30\|9.46\|9.28\|658262;2026-06-16\|9.32\|-0.43\|9.36\|9.37\|9.24\|514500;2026-06-17\|9.22\|-1.07\|9.29\|9.32\|9.14\|561627;2026-06-18\|9.37\|1.63\|9.18\|9.50\|9.10\|854041;2026-06-22\|9.58\|2.24\|9.31\|9.60\|9.25\|1009989;2026-06-23\|9.29\|-3.03\|9.50\|9.62\|9.24\|826034;2026-06-24\|8.96\|-3.55\|8.97\|9.00\|8.71\|1199322;2026-06-25\|8.95\|-0.11\|8.93\|9.06\|8.80\|830332;2026-06-26\|8.48\|-5.25\|8.84\|8.87\|8.47\|993096;2026-06-29\|8.46\|-0.24\|8.48\|8.64\|8.35\|660022;2026-06-30\|8.69\|2.72\|8.47\|8.77\|8.46\|774060;2026-07-01\|8.83\|1.61\|8.68\|8.97\|8.65\|766773;2026-07-02\|8.70\|-1.47\|8.91\|8.96\|8.68\|817184;2026-07-03\|8.71\|0.11\|8.65\|8.79\|8.63\|600811;2026-07-06\|8.55\|-1.84\|8.66\|8.78\|8.55\|637423;2026-07-07\|8.34\|-2.46\|8.55\|8.62\|8.32\|558824;2026-07-08\|8.66\|3.84\|8.33\|8.87\|8.26\|1170455;2026-07-09\|8.84\|2.08\|8.60\|8.88\|8.46\|1086803;2026-07-10\|9.06\|2.49\|8.77\|9.53\|8.72\|1513333;2026-07-13\|8.90\|-1.77\|9.16\|9.25\|8.80\|1146921;2026-07-14\|8.82\|-0.90\|8.91\|8.98\|8.55\|996528;2026-07-15\|9.00\|2.04\|8.76\|9.25\|8.75\|1159958;2026-07-16\|9.05\|0.56\|8.92\|9.16\|8.84\|1008864;2026-07-17\|8.60\|-4.97\|8.99\|9.21\|8.58\|1096866;2026-07-20\|8.76\|1.86\|8.64\|8.80\|8.53\|906796;2026-07-21\|8.98\|2.51\|8.71\|9.01\|8.68\|1188298;2026-07-22\|9.09\|1.22\|8.90\|9.33\|8.78\|1578674;2026-07-23\|8.85\|-2.64\|8.91\|8.93\|8.75\|1119384;2026-07-24\|8.43\|-4.75\|8.73\|8.75\|8.41\|901625
41449	Anthropic推出新顶级AI模型	AI应用+数字营销+FlinkAI平台行业原因： AI硬件板块大跌，软件板块轮动。兴业证券6月15日研报指出，AI正推动广告营销行业从流程自动化向分发智能化升级，通过AI算法提升预测能力与分发精准度，是构建技术壁垒的核心方向。公司原因： 1、据2026年4月29日年报，公司主营业务为AIGC数智化平台赋能的数字营销、体验营销、公关广告，将AI转型升级作为长期战略，持续优化AI智链平台及全链路智能营销平台FlinkAI。 2、据2026年4月29日年报，公司以FlinkAI平台为依托，整合多模态内容创作、智能编辑、媒介管理等多个环节，为不同用户群体提供一站式服务，助力品牌实现智能化营销。 3、据2026年4月29日披露的2026年一季报，公司2026年一季度归母净利润亏损同比缩小92.40%。	1、公司在数字营销领域的深耕积累了大量优质客户，与抖音、小红书、B站等平台有持续的合作； 2、公司AI智能客服平台以5G消息为承载，打造Chatbot平台，为企业客户提供AI智能聊天机器人，及一键接入全通道的能力	2026-03-17\|5.25\|-0.76\|5.33\|5.42\|5.23\|396237;2026-03-18\|5.35\|1.90\|5.31\|5.35\|5.20\|322501;2026-03-19\|5.22\|-2.43\|5.26\|5.32\|5.20\|296999;2026-03-20\|5.02\|-3.83\|5.28\|5.31\|5.02\|364494;2026-03-23\|4.75\|-5.38\|4.93\|5.01\|4.71\|468310;2026-03-24\|4.97\|4.63\|4.87\|4.98\|4.78\|471711;2026-03-25\|5.07\|2.01\|5.01\|5.12\|4.98\|312665;2026-03-26\|4.92\|-2.96\|5.09\|5.12\|4.90\|271779;2026-03-27\|5.06\|2.85\|4.87\|5.09\|4.81\|322875;2026-03-30\|5.08\|0.40\|4.96\|5.09\|4.94\|252853;2026-03-31\|5.02\|-1.18\|5.09\|5.17\|5.00\|315944;2026-04-01\|5.01\|-0.20\|5.12\|5.13\|4.96\|296081;2026-04-02\|4.82\|-3.79\|5.00\|5.00\|4.79\|312346;2026-04-03\|4.59\|-4.77\|4.86\|4.88\|4.58\|334152;2026-04-07\|4.71\|2.61\|4.58\|4.72\|4.56\|268567;2026-04-08\|5.19\|10.19\|4.83\|5.31\|4.82\|998762;2026-04-09\|5.04\|-2.89\|5.07\|5.19\|5.01\|586839;2026-04-10\|5.02\|-0.40\|5.12\|5.14\|5.02\|360561;2026-04-13\|4.97\|-1.00\|4.97\|5.01\|4.93\|271444;2026-04-14\|5.01\|0.80\|5.04\|5.10\|4.96\|315578;2026-04-15\|4.87\|-2.79\|5.02\|5.04\|4.84\|345070;2026-04-16\|5.07\|4.11\|4.87\|5.10\|4.87\|500862;2026-04-17\|5.05\|-0.39\|5.02\|5.07\|4.95\|330072;2026-04-20\|5.13\|1.58\|5.01\|5.24\|4.99\|512456;2026-04-21\|4.94\|-3.70\|5.07\|5.12\|4.88\|453742;2026-04-22\|4.86\|-1.62\|4.90\|4.90\|4.79\|330740;2026-04-23\|4.80\|-1.23\|4.89\|4.95\|4.76\|347258;2026-04-24\|4.73\|-1.46\|4.75\|4.79\|4.62\|312566;2026-04-27\|4.82\|1.90\|4.71\|4.84\|4.60\|305566;2026-04-28\|4.67\|-3.11\|4.78\|4.82\|4.65\|296860;2026-04-29\|4.84\|3.64\|4.72\|5.08\|4.70\|527702;2026-04-30\|4.86\|0.41\|4.83\|4.91\|4.75\|304535;2026-05-06\|5.01\|3.09\|4.95\|5.08\|4.91\|479941;2026-05-07\|5.14\|2.59\|5.05\|5.20\|4.96\|690031;2026-05-08\|5.10\|-0.78\|5.22\|5.25\|5.08\|581650;2026-05-11\|5.09\|-0.20\|5.08\|5.20\|5.03\|426021;2026-05-12\|4.95\|-2.75\|5.06\|5.10\|4.92\|353900;2026-05-13\|5.02\|1.41\|4.92\|5.06\|4.91\|290154;2026-05-14\|4.73\|-5.78\|5.09\|5.13\|4.72\|474985;2026-05-15\|4.74\|0.21\|4.73\|4.92\|4.70\|496138;2026-05-18\|4.83\|1.90\|4.70\|4.89\|4.68\|382616;2026-05-19\|4.91\|1.66\|4.81\|4.99\|4.78\|439446;2026-05-20\|4.71\|-4.07\|4.89\|4.89\|4.65\|425802;2026-05-21\|4.48\|-4.88\|4.71\|4.80\|4.45\|452474;2026-05-22\|4.47\|-0.22\|4.50\|4.52\|4.40\|280809;2026-05-25\|4.40\|-1.57\|4.49\|4.58\|4.36\|310070;2026-05-26\|4.31\|-2.05\|4.34\|4.40\|4.21\|279000;2026-05-27\|4.20\|-2.55\|4.31\|4.39\|4.18\|291363;2026-05-28\|4.25\|1.19\|4.23\|4.28\|4.14\|265174;2026-05-29\|4.19\|-1.41\|4.25\|4.37\|4.17\|359923;2026-06-01\|4.56\|8.83\|4.16\|4.77\|4.16\|853190;2026-06-02\|4.35\|-4.61\|4.55\|4.57\|4.26\|591920;2026-06-03\|4.22\|-2.99\|4.32\|4.32\|4.17\|417501;2026-06-04\|4.06\|-3.79\|4.16\|4.18\|4.01\|412307;2026-06-05\|4.08\|0.49\|4.10\|4.16\|3.96\|374690;2026-06-08\|4.00\|-1.96\|3.95\|4.10\|3.90\|339970;2026-06-09\|4.02\|0.50\|4.07\|4.08\|3.91\|283772;2026-06-10\|3.89\|-3.23\|3.96\|4.03\|3.83\|320303;2026-06-11\|3.77\|-3.08\|3.85\|3.89\|3.72\|312494;2026-06-12\|3.82\|1.33\|3.80\|3.87\|3.74\|257369;2026-06-15\|3.90\|2.09\|3.85\|3.95\|3.83\|223075;2026-06-16\|3.92\|0.51\|3.90\|3.93\|3.80\|297010;2026-06-17\|3.79\|-3.32\|3.89\|3.89\|3.74\|300122;2026-06-18\|3.80\|0.26\|3.80\|3.83\|3.66\|264321;2026-06-22\|3.92\|3.16\|3.78\|3.94\|3.70\|412299;2026-06-23\|3.77\|-3.83\|3.90\|3.93\|3.75\|361567;2026-06-24\|3.67\|-2.65\|3.74\|3.77\|3.57\|333590;2026-06-25\|3.56\|-3.00\|3.67\|3.68\|3.54\|303357;2026-06-26\|3.44\|-3.37\|3.55\|3.57\|3.40\|314898;2026-06-29\|3.40\|-1.16\|3.44\|3.52\|3.33\|269054;2026-06-30\|3.50\|2.94\|3.45\|3.65\|3.37\|406932;2026-07-01\|3.67\|4.86\|3.48\|3.76\|3.47\|541214;2026-07-02\|4.40\|19.89\|3.72\|4.40\|3.72\|1687205;2026-07-03\|3.96\|-10.00\|4.11\|4.21\|3.92\|1614047;2026-07-06\|4.02\|1.52\|3.90\|4.25\|3.84\|1239518;2026-07-07\|3.73\|-7.21\|3.90\|4.01\|3.70\|851153;2026-07-08\|3.63\|-2.68\|3.66\|3.73\|3.56\|658960;2026-07-09\|4.12\|13.50\|3.65\|4.36\|3.53\|2147922;2026-07-10\|4.91\|19.17\|4.08\|4.94\|4.04\|3201295;2026-07-13\|4.60\|-6.31\|4.79\|4.91\|4.56\|2027704;2026-07-14\|4.56\|-0.87\|4.62\|4.76\|4.40\|1213151;2026-07-15\|4.46\|-2.19\|4.50\|4.72\|4.43\|1536968;2026-07-16\|4.53\|1.57\|4.52\|4.92\|4.44\|1957511;2026-07-17\|4.09\|-9.71\|4.46\|4.82\|4.04\|1694688;2026-07-20\|4.14\|1.22\|4.21\|4.41\|3.93\|1354267;2026-07-21\|4.15\|0.24\|3.95\|4.16\|3.58\|1493782;2026-07-22\|3.96\|-4.58\|3.94\|4.03\|3.89\|877592;2026-07-23\|4.02\|1.52\|3.87\|4.02\|3.79\|784060;2026-07-24\|3.69\|-8.21\|3.90\|3.91\|3.69\|704099
41448	Anthropic推出新顶级AI模型	涨停揭秘：‘龙虾’OpenClaw开源模型走红叠加Anthropic新模型催化，公司推进AI与数据库双向融合；涨停缘由：AI for DB（AI赋能数据库）与DB for AI（数据库支撑AI训练）双路径并进；信创招标加速放量；资金逻辑：科创50ETF增持明显，北向资金首次进入前十大流通股东，主题资金偏好硬科技自主可控；风险提示：研发投入强度高致短期盈利承压，政企采购周期拉长影响收入节奏，同业竞争加剧	公司正推进AI for DB与DB for AI全栈布局，稳步推进全栈自研多模智算产品的功能产品化	2026-03-17\|232.80\|-2.56\|238.00\|239.79\|232.50\|7906;2026-03-18\|239.21\|2.75\|233.00\|240.80\|233.00\|12887;2026-03-19\|235.50\|-1.55\|235.30\|237.44\|232.22\|10076;2026-03-20\|224.80\|-4.54\|236.93\|236.97\|224.80\|14007;2026-03-23\|212.03\|-5.68\|220.10\|222.00\|209.68\|11154;2026-03-24\|214.53\|1.18\|216.05\|217.27\|210.10\|9852;2026-03-25\|213.92\|-0.28\|216.16\|218.50\|213.30\|11779;2026-03-26\|209.27\|-2.17\|214.44\|216.66\|208.00\|9290;2026-03-27\|209.50\|0.11\|205.80\|209.80\|205.70\|10612;2026-03-30\|206.46\|-1.45\|205.10\|209.00\|204.42\|10065;2026-03-31\|209.58\|1.51\|206.90\|216.60\|206.77\|12083;2026-04-01\|216.83\|3.46\|213.56\|217.88\|211.80\|11863;2026-04-02\|210.16\|-3.08\|215.00\|215.22\|208.01\|8228;2026-04-03\|208.34\|-0.87\|209.00\|212.55\|206.54\|5206;2026-04-07\|214.16\|2.79\|209.98\|215.78\|208.34\|7926;2026-04-08\|236.20\|10.29\|219.00\|236.83\|219.00\|23750;2026-04-09\|234.77\|-0.61\|230.27\|240.00\|230.27\|16552;2026-04-10\|232.18\|-1.10\|237.00\|238.00\|231.60\|11428;2026-04-13\|229.00\|-1.37\|228.10\|233.30\|227.27\|10099;2026-04-14\|235.99\|3.05\|236.00\|239.73\|233.00\|12157;2026-04-15\|234.60\|-0.59\|238.88\|239.60\|233.00\|14233;2026-04-16\|247.75\|5.61\|235.84\|250.55\|234.80\|21615;2026-04-17\|244.17\|-1.45\|250.73\|250.73\|243.30\|10506;2026-04-20\|256.05\|4.87\|249.00\|258.79\|245.28\|21840;2026-04-21\|254.00\|-0.80\|254.00\|254.50\|248.01\|12230;2026-04-22\|255.63\|0.64\|254.30\|261.00\|252.20\|18502;2026-04-23\|255.55\|-0.03\|258.00\|258.72\|250.00\|13564;2026-04-24\|247.80\|-3.03\|253.39\|255.00\|246.50\|15340;2026-04-27\|261.00\|5.33\|264.05\|273.97\|259.00\|31858;2026-04-28\|257.26\|-1.43\|260.21\|263.89\|256.50\|18516;2026-04-29\|257.15\|-0.04\|254.00\|259.89\|252.03\|13315;2026-04-30\|263.73\|2.56\|257.00\|263.84\|255.65\|16759;2026-05-06\|270.27\|2.48\|265.70\|273.00\|260.48\|27082;2026-05-07\|272.55\|0.84\|272.00\|274.20\|266.23\|17888;2026-05-08\|293.80\|7.80\|278.00\|304.00\|278.00\|44757;2026-05-11\|285.82\|-2.72\|286.00\|289.44\|276.25\|31938;2026-05-12\|279.00\|-2.39\|283.01\|285.43\|275.00\|18808;2026-05-13\|278.44\|-0.20\|277.70\|278.50\|272.72\|16550;2026-05-14\|264.69\|-4.94\|281.00\|282.50\|264.00\|24376;2026-05-15\|263.57\|-0.42\|266.07\|269.98\|260.02\|16176;2026-05-18\|260.49\|-1.17\|260.02\|264.96\|256.65\|24321;2026-05-19\|268.90\|3.23\|264.58\|271.25\|260.00\|18706;2026-05-20\|267.62\|-0.48\|266.00\|271.98\|264.03\|15174;2026-05-21\|255.23\|-4.63\|267.62\|272.43\|255.23\|17722;2026-05-22\|261.68\|2.53\|259.00\|262.96\|252.00\|12002;2026-05-25\|270.02\|3.19\|261.00\|275.66\|258.01\|18278;2026-05-26\|258.49\|-3.91\|268.90\|268.92\|255.03\|15383;2026-05-27\|249.99\|-3.29\|258.25\|261.98\|249.08\|14008;2026-05-28\|262.00\|4.80\|252.00\|268.00\|249.80\|17446;2026-05-29\|257.51\|-1.71\|271.00\|276.38\|256.66\|20954;2026-06-01\|285.20\|10.75\|259.54\|298.56\|259.54\|48168;2026-06-02\|304.88\|6.90\|296.00\|308.99\|293.00\|46685;2026-06-03\|284.21\|-6.78\|290.00\|293.55\|281.39\|39100;2026-06-04\|275.90\|-2.92\|276.00\|284.40\|267.00\|31459;2026-06-05\|265.00\|-3.95\|273.00\|276.02\|262.30\|24022;2026-06-08\|262.58\|-0.91\|256.00\|278.98\|254.01\|26652;2026-06-09\|271.39\|3.36\|266.09\|275.89\|262.65\|22923;2026-06-10\|260.10\|-4.16\|267.70\|274.54\|256.50\|21067;2026-06-11\|254.00\|-2.35\|259.37\|262.50\|250.58\|16074;2026-06-12\|268.26\|5.61\|258.10\|278.78\|258.01\|26648;2026-06-15\|272.29\|1.50\|268.49\|273.67\|266.00\|20313;2026-06-16\|268.78\|-1.29\|273.00\|274.55\|266.30\|15006;2026-06-17\|266.86\|-0.71\|264.59\|267.82\|260.37\|15533;2026-06-18\|271.28\|1.66\|266.86\|275.36\|264.40\|18962;2026-06-22\|268.14\|-1.16\|273.33\|280.02\|258.67\|23564;2026-06-23\|259.00\|-3.41\|267.50\|267.50\|256.00\|19760;2026-06-24\|251.80\|-2.78\|257.17\|258.90\|246.00\|22559;2026-06-25\|244.62\|-2.85\|250.00\|253.60\|240.59\|21221;2026-06-26\|230.75\|-5.67\|241.09\|243.98\|226.17\|21046;2026-06-29\|232.83\|0.90\|233.00\|241.95\|230.10\|24406;2026-06-30\|244.29\|4.92\|233.00\|246.00\|230.81\|21349;2026-07-01\|246.06\|0.72\|245.77\|251.12\|242.53\|18508;2026-07-02\|236.35\|-3.95\|249.00\|249.00\|235.26\|20217;2026-07-03\|221.51\|-6.28\|235.00\|237.99\|219.09\|26341;2026-07-06\|221.88\|0.17\|223.09\|229.98\|220.30\|18446;2026-07-07\|217.17\|-2.12\|220.12\|223.50\|216.00\|11669;2026-07-08\|236.62\|8.96\|217.19\|239.82\|217.19\|26892;2026-07-09\|239.35\|1.15\|232.20\|239.95\|228.03\|18055;2026-07-10\|242.27\|1.22\|238.02\|252.32\|237.78\|23026;2026-07-13\|236.00\|-2.59\|243.06\|244.44\|232.28\|17478;2026-07-14\|232.36\|-1.54\|237.50\|239.00\|222.50\|18044;2026-07-15\|235.22\|1.23\|233.94\|240.95\|230.00\|14034;2026-07-16\|229.43\|-2.46\|232.27\|237.51\|228.23\|11271;2026-07-17\|215.40\|-6.12\|228.69\|231.68\|215.00\|17065;2026-07-20\|216.10\|0.33\|219.28\|221.50\|209.00\|17951;2026-07-21\|223.72\|3.53\|216.60\|223.72\|213.11\|17206;2026-07-22\|219.60\|-1.84\|221.16\|224.50\|216.68\|12987;2026-07-23\|213.15\|-2.94\|217.38\|219.50\|211.50\|12403;2026-07-24\|205.51\|-3.58\|210.00\|211.68\|204.23\|10448
41447	Anthropic推出新顶级AI模型	涨停揭秘：公司新致新知平台深度集成DeepSeek-R1/V3大模型，强化行业机器人能力，受益于Anthropic发布Mythos顶级AI安全模型引发的AI安全与应用双重关注；涨停缘由：Anthropic推出Mythos模型催化AI安全与大模型应用双主线升温；新致新知平台完成DeepSeek系列模型接入，提升逻辑推理与内容生成能力；资金逻辑：机构借势AI主题轮动加仓，4月8日板块集体异动带动资金聚焦具备真实模型落地能力的中间件及平台型公司；风险提示：短期涨幅较大，需警惕AI概念整体情绪退潮及模型商业化进度不及预期风险	公司已将DeepSeek-R1和DeepSeek-V3顺利接入新致新知平台；通过以“新致新知人工智能平台”为核心底座，推出各行业应用机器人	2026-03-17\|14.50\|-2.88\|14.96\|15.05\|14.48\|73744;2026-03-18\|14.82\|2.21\|14.50\|14.85\|14.40\|68166;2026-03-19\|14.43\|-2.63\|14.66\|14.71\|14.39\|68898;2026-03-20\|13.70\|-5.06\|14.32\|14.47\|13.68\|113886;2026-03-23\|12.94\|-5.55\|13.31\|13.64\|12.82\|102294;2026-03-24\|13.60\|5.10\|13.21\|13.60\|12.94\|84129;2026-03-25\|13.69\|0.66\|13.67\|13.88\|13.51\|77043;2026-03-26\|13.26\|-3.14\|13.73\|13.82\|13.17\|64666;2026-03-27\|13.43\|1.28\|13.12\|13.48\|12.98\|52830;2026-03-30\|13.39\|-0.30\|13.22\|13.42\|13.04\|45587;2026-03-31\|13.10\|-2.17\|13.45\|13.58\|13.07\|49284;2026-04-01\|13.56\|3.51\|13.47\|13.70\|13.38\|63814;2026-04-02\|13.06\|-3.69\|13.56\|13.58\|12.96\|60556;2026-04-03\|12.84\|-1.68\|13.19\|13.27\|12.81\|50395;2026-04-07\|13.04\|1.56\|12.83\|13.17\|12.83\|40514;2026-04-08\|14.40\|10.43\|13.59\|14.40\|13.53\|161622;2026-04-09\|14.43\|0.21\|14.28\|15.42\|14.12\|244110;2026-04-10\|14.29\|-0.97\|14.52\|14.70\|14.29\|138549;2026-04-13\|14.06\|-1.61\|14.07\|14.19\|13.91\|99696;2026-04-14\|14.26\|1.42\|14.30\|14.45\|14.06\|80705;2026-04-15\|14.05\|-1.47\|14.28\|14.48\|13.94\|78807;2026-04-16\|14.98\|6.62\|14.10\|15.32\|14.04\|204648;2026-04-17\|14.71\|-1.80\|14.86\|14.86\|14.57\|100309;2026-04-20\|14.82\|0.75\|14.80\|15.10\|14.57\|77967;2026-04-21\|14.54\|-1.89\|14.87\|14.87\|14.31\|83904;2026-04-22\|14.79\|1.72\|14.52\|14.80\|14.25\|71537;2026-04-23\|14.43\|-2.43\|14.65\|14.86\|14.25\|67530;2026-04-24\|14.27\|-1.11\|14.35\|14.41\|13.90\|108235;2026-04-27\|14.42\|1.05\|14.10\|14.57\|13.81\|84235;2026-04-28\|13.92\|-3.47\|14.29\|14.40\|13.89\|69681;2026-04-29\|14.49\|4.09\|13.50\|14.68\|13.50\|127944;2026-04-30\|14.87\|2.62\|14.49\|15.06\|14.40\|118074;2026-05-06\|15.34\|3.16\|14.99\|15.56\|14.90\|111811;2026-05-07\|15.68\|2.22\|15.28\|15.71\|15.14\|91793;2026-05-08\|15.98\|1.91\|15.72\|16.44\|15.65\|130857;2026-05-11\|15.75\|-1.44\|15.98\|16.25\|15.52\|105346;2026-05-12\|15.68\|-0.44\|15.75\|16.46\|15.47\|129875;2026-05-13\|16.40\|4.59\|15.68\|16.79\|15.43\|186857;2026-05-14\|16.06\|-2.07\|16.48\|16.69\|16.06\|112245;2026-05-15\|16.18\|0.75\|16.06\|16.75\|16.00\|129045;2026-05-18\|17.95\|10.94\|16.10\|18.15\|16.10\|279626;2026-05-19\|17.95\|0.00\|18.45\|19.14\|17.93\|277635;2026-05-20\|17.50\|-2.51\|17.95\|17.97\|17.00\|182942;2026-05-21\|16.32\|-6.74\|17.51\|17.94\|16.28\|151761;2026-05-22\|17.49\|7.17\|16.42\|17.88\|16.00\|192908;2026-05-25\|16.63\|-4.92\|17.20\|17.49\|16.46\|126427;2026-05-26\|16.00\|-3.79\|16.35\|16.61\|15.73\|107000;2026-05-27\|15.18\|-5.12\|16.08\|16.13\|15.05\|107501;2026-05-28\|15.20\|0.13\|15.02\|15.40\|14.70\|90183;2026-05-29\|14.08\|-7.37\|15.05\|15.50\|14.00\|130652;2026-06-01\|14.66\|4.12\|14.07\|15.21\|14.00\|152357;2026-06-02\|13.94\|-4.91\|14.57\|14.69\|13.80\|115876;2026-06-03\|13.72\|-1.58\|13.95\|14.15\|13.58\|118128;2026-06-04\|14.21\|3.57\|13.74\|14.67\|13.62\|190805;2026-06-05\|14.50\|2.04\|14.21\|14.99\|13.71\|170497;2026-06-08\|15.01\|3.52\|13.93\|15.53\|13.93\|182204;2026-06-09\|14.70\|-2.07\|15.20\|15.28\|14.44\|146557;2026-06-10\|14.21\|-3.33\|14.65\|14.96\|14.00\|108102;2026-06-11\|13.91\|-2.11\|14.00\|14.30\|13.72\|97051;2026-06-12\|13.72\|-1.37\|14.07\|14.25\|13.64\|97226;2026-06-15\|13.89\|1.24\|13.80\|14.32\|13.74\|80392;2026-06-16\|15.28\|10.01\|14.08\|16.67\|14.02\|407612;2026-06-17\|14.90\|-2.49\|15.22\|15.25\|14.61\|210560;2026-06-18\|14.45\|-3.02\|14.60\|14.92\|14.42\|144025;2026-06-22\|14.58\|0.90\|14.42\|14.60\|13.68\|170977;2026-06-23\|13.98\|-4.12\|14.40\|14.64\|13.83\|116141;2026-06-24\|13.81\|-1.22\|13.92\|14.01\|13.34\|112720;2026-06-25\|13.13\|-4.92\|13.70\|13.75\|13.07\|102726;2026-06-26\|12.31\|-6.25\|13.16\|13.22\|12.31\|104079;2026-06-29\|12.14\|-1.38\|12.18\|12.44\|11.90\|81042;2026-06-30\|12.43\|2.39\|12.14\|12.63\|12.01\|63230;2026-07-01\|12.99\|4.51\|12.47\|13.34\|12.39\|102825;2026-07-02\|12.86\|-1.00\|13.51\|14.34\|12.80\|142221;2026-07-03\|12.77\|-0.70\|12.87\|13.26\|12.70\|96428;2026-07-06\|12.30\|-3.68\|12.78\|12.89\|12.28\|66423;2026-07-07\|12.00\|-2.44\|12.21\|12.39\|11.98\|49355;2026-07-08\|12.26\|2.17\|11.93\|12.36\|11.78\|48699;2026-07-09\|12.87\|4.98\|12.27\|12.97\|12.02\|90623;2026-07-10\|12.70\|-1.32\|12.75\|13.27\|12.67\|91944;2026-07-13\|12.07\|-4.96\|12.60\|12.66\|12.05\|66177;2026-07-14\|12.15\|0.66\|12.12\|12.27\|11.73\|48553;2026-07-15\|12.01\|-1.15\|12.00\|12.41\|11.90\|62907;2026-07-16\|12.20\|1.58\|11.99\|12.31\|11.78\|70180;2026-07-17\|11.57\|-5.16\|12.13\|12.32\|11.44\|74246;2026-07-20\|11.37\|-1.73\|11.71\|11.86\|11.17\|57577;2026-07-21\|11.55\|1.58\|11.38\|11.64\|10.82\|68278;2026-07-22\|11.35\|-1.73\|11.49\|11.68\|11.20\|47041;2026-07-23\|11.40\|0.44\|11.39\|11.43\|11.20\|36087;2026-07-24\|10.99\|-3.60\|11.35\|11.35\|10.98\|30763
41446	Anthropic推出新顶级AI模型	AI语料+具身智能+三季报增长行业原因： 1、港股MiniMax上市首日大涨109%，今日续涨30%。智谱午后涨超60%，上市三天累计涨幅超110%。 2、据报道，DeepSeek将于2月发布新一代旗舰AI模型DeepSeek V4，该模型具备强大的编程能力，预计将对当前的AI竞争格局产生重大影响。公司原因： 1、据2024年年度报告，公司主营AI训练数据的研发设计、生产及销售业务，产品覆盖智能语音、计算机视觉等领域，为谷歌、阿里巴巴等客户提供服务。 2、据2025年5月23日官微，公司联合华为发布海天瑞声x昇腾DeepSeek数据飞轮智能体，聚焦企业数字化转型，助力企业实现全场景智能化升级。 3、据2025年11月4日投资者关系活动记录表，公司已组建具身智能数据专项团队，并与多家机器人本体厂商及头部科技大厂启动订单需求对接，推进训练场方案设计与落地。 4、据2025年12月5日机构调研及2025年10月31日公告，公司2025年前三季度营业收入同比增长56.69%，主要得益于境内文生视频数据需求旺盛、政企多语种文本业务放量及东南亚交付体系稳定运营带来的海外收入增长。	AI训练数据服务商，此前与华为联合发布“海天瑞声×昇腾DeepSeek数据飞轮智能体”，并深度参与华为昇腾一体机及陕西智慧文旅等项目，形成软硬件协同解决方案	2026-03-17\|154.50\|-1.53\|158.00\|161.50\|154.23\|31731;2026-03-18\|161.00\|4.21\|154.58\|161.00\|153.11\|43842;2026-03-19\|156.13\|-3.02\|156.80\|166.88\|154.01\|47125;2026-03-20\|142.19\|-8.93\|155.61\|157.50\|142.00\|44851;2026-03-23\|129.52\|-8.91\|142.00\|142.00\|128.56\|32760;2026-03-24\|137.50\|6.16\|132.00\|138.62\|128.12\|25890;2026-03-25\|140.00\|1.82\|137.70\|143.66\|137.00\|24713;2026-03-26\|135.67\|-3.09\|139.00\|141.81\|134.50\|18058;2026-03-27\|138.00\|1.72\|133.00\|138.44\|132.00\|16470;2026-03-30\|141.00\|2.17\|135.70\|146.50\|132.51\|28933;2026-03-31\|132.51\|-6.02\|138.50\|144.43\|132.14\|30717;2026-04-01\|135.68\|2.39\|137.00\|137.01\|132.78\|19865;2026-04-02\|123.09\|-9.28\|134.74\|134.74\|121.30\|36162;2026-04-03\|121.60\|-1.21\|124.12\|124.90\|119.00\|20374;2026-04-07\|120.56\|-0.86\|121.60\|123.60\|120.20\|11723;2026-04-08\|133.42\|10.67\|124.98\|134.23\|124.98\|34106;2026-04-09\|128.76\|-3.49\|130.47\|131.13\|128.00\|19271;2026-04-10\|127.75\|-0.78\|130.58\|132.46\|127.50\|17323;2026-04-13\|129.32\|1.23\|126.05\|130.50\|125.39\|17458;2026-04-14\|133.20\|3.00\|131.00\|136.36\|131.00\|23304;2026-04-15\|130.05\|-2.36\|135.52\|135.59\|129.70\|18030;2026-04-16\|134.20\|3.19\|131.50\|136.60\|131.18\|25402;2026-04-17\|134.33\|0.10\|133.00\|136.30\|132.23\|17732;2026-04-20\|138.55\|3.14\|133.40\|142.00\|133.00\|28608;2026-04-21\|135.25\|-2.38\|137.99\|139.11\|134.00\|16107;2026-04-22\|136.37\|0.83\|135.00\|136.43\|132.60\|16164;2026-04-23\|135.53\|-0.62\|135.81\|137.90\|133.15\|21542;2026-04-24\|135.50\|-0.02\|141.99\|143.21\|132.14\|35359;2026-04-27\|133.31\|-1.62\|135.66\|138.24\|132.17\|29460;2026-04-28\|127.44\|-4.40\|132.00\|132.56\|126.48\|26732;2026-04-29\|128.53\|0.86\|127.30\|130.65\|126.26\|18146;2026-04-30\|130.10\|1.22\|128.99\|130.88\|125.68\|20749;2026-05-06\|140.20\|7.76\|132.61\|142.00\|132.61\|44626;2026-05-07\|144.17\|2.83\|139.99\|144.97\|138.88\|32755;2026-05-08\|143.95\|-0.15\|145.09\|145.86\|141.88\|28027;2026-05-11\|146.68\|1.90\|147.47\|152.98\|143.56\|40551;2026-05-12\|144.62\|-1.40\|146.73\|151.00\|143.81\|28480;2026-05-13\|145.29\|0.46\|143.08\|146.88\|141.60\|25028;2026-05-14\|139.31\|-4.12\|147.51\|148.50\|138.50\|28401;2026-05-15\|143.78\|3.21\|139.54\|148.97\|139.54\|36226;2026-05-18\|146.90\|2.17\|145.00\|150.54\|141.70\|34161;2026-05-19\|152.14\|3.57\|148.50\|153.33\|148.00\|38617;2026-05-20\|149.41\|-1.79\|152.15\|159.80\|148.80\|45057;2026-05-21\|142.70\|-4.49\|150.09\|154.49\|142.00\|40102;2026-05-22\|148.01\|3.72\|144.00\|149.84\|141.70\|31233;2026-05-25\|150.76\|1.86\|153.30\|158.00\|147.14\|38547;2026-05-26\|148.37\|-1.59\|149.26\|152.00\|143.64\|25512;2026-05-27\|141.55\|-4.60\|149.26\|153.78\|140.65\|36859;2026-05-28\|137.92\|-2.56\|141.76\|141.76\|133.19\|30952;2026-05-29\|134.69\|-2.34\|142.00\|145.00\|133.82\|32149;2026-06-01\|138.11\|2.54\|134.00\|143.66\|134.00\|35351;2026-06-02\|131.80\|-4.57\|141.00\|141.00\|130.86\|31253;2026-06-03\|131.91\|0.08\|129.50\|134.98\|127.00\|26847;2026-06-04\|130.10\|-1.37\|130.02\|131.91\|126.58\|21826;2026-06-05\|125.70\|-3.38\|130.00\|131.82\|125.60\|22561;2026-06-08\|139.38\|10.88\|119.67\|142.62\|119.01\|55951;2026-06-09\|157.98\|13.34\|147.34\|163.00\|140.34\|77707;2026-06-10\|158.06\|0.05\|155.06\|167.86\|155.00\|60137;2026-06-11\|153.00\|-3.20\|154.72\|158.85\|149.10\|42942;2026-06-12\|153.89\|0.58\|153.67\|166.00\|153.33\|41375;2026-06-15\|154.90\|0.66\|155.39\|157.10\|151.55\|32552;2026-06-16\|159.70\|3.10\|153.47\|162.62\|151.57\|32676;2026-06-17\|157.38\|-1.45\|157.58\|160.90\|154.64\|27830;2026-06-18\|159.39\|1.28\|157.20\|161.80\|155.06\|33635;2026-06-22\|160.40\|0.63\|159.60\|166.60\|154.08\|40150;2026-06-23\|148.48\|-7.43\|157.50\|158.00\|147.16\|34636;2026-06-24\|145.08\|-2.29\|147.98\|149.39\|142.50\|28712;2026-06-25\|140.50\|-3.16\|145.10\|146.97\|138.99\|28644;2026-06-26\|130.58\|-7.06\|138.45\|139.62\|128.31\|33625;2026-06-29\|127.65\|-2.24\|130.55\|132.89\|124.32\|32536;2026-06-30\|134.45\|5.33\|128.00\|135.67\|125.20\|33791;2026-07-01\|132.90\|-1.08\|133.50\|136.13\|131.00\|29143;2026-07-02\|128.62\|-3.22\|135.20\|135.27\|127.57\|35052;2026-07-03\|127.00\|-1.26\|127.93\|130.35\|125.00\|28475;2026-07-06\|121.25\|-4.53\|128.50\|128.70\|120.30\|29471;2026-07-07\|114.24\|-5.78\|121.40\|122.84\|112.82\|31167;2026-07-08\|117.18\|2.57\|115.86\|119.62\|114.01\|27051;2026-07-09\|128.04\|9.27\|116.01\|130.00\|115.00\|48439;2026-07-10\|128.27\|0.18\|127.13\|137.80\|125.11\|41520;2026-07-13\|121.91\|-4.96\|126.91\|128.25\|120.15\|29242;2026-07-14\|120.23\|-1.38\|123.45\|124.00\|115.11\|26097;2026-07-15\|117.25\|-2.48\|120.38\|122.58\|117.00\|20501;2026-07-16\|114.61\|-2.25\|116.80\|119.68\|113.11\|23673;2026-07-17\|100.39\|-12.41\|117.50\|119.00\|100.00\|35555;2026-07-20\|97.50\|-2.88\|107.31\|108.00\|95.59\|33167;2026-07-21\|101.60\|4.21\|98.37\|101.80\|87.01\|38360;2026-07-22\|97.02\|-4.51\|100.63\|102.31\|96.69\|28967;2026-07-23\|94.80\|-2.29\|96.12\|97.68\|92.67\|22548;2026-07-24\|91.25\|-3.74\|99.83\|103.46\|91.00\|40544
41445	Anthropic推出新顶级AI模型	AI大模型+AI智能体+短剧出海行业原因： 1、港股MiniMax上市首日大涨109%，今日续涨30%。智谱午后涨超60%，上市三天累计涨幅超110%。 2、据报道，DeepSeek将于2月发布新一代旗舰AI模型DeepSeek V4，该模型具备强大的编程能力，预计将对当前的AI竞争格局产生重大影响。公司原因： 1、据2025年11月10日机构调研，在模型方面，公司先后开源 Skywork-Reward-V2 奖励模型、多模态推理模型 Skywork-R1V 3. 0、多模态模型 UniPic与 UniPic 2. 0、 Matrix-3D 与 Matrix-Game 2.0 等多款行业领先模型。 2、据2025年8月13日互动易及2025年半年度报告，公司已完成“算力基础设施—大模型算法—AI应用”全链条布局，稳居国内人工智能企业第一梯队，全球月活用户近4亿。 3、据2025年10月30日三季报及2025年11月10日机构调研，短剧平台DramaWave收入跃居海外短剧平台前列，前三季度海外收入54.1亿元，同比增长58%，AI驱动的多语种配音与投放素材显著提升ROI。	公司旗下天工大模型开放 API 并按词元调用量计费	2026-03-17\|48.60\|-3.88\|50.67\|51.16\|48.55\|402929;2026-03-18\|50.14\|3.17\|49.45\|50.35\|48.66\|401397;2026-03-19\|54.88\|9.45\|48.71\|56.66\|48.37\|1411104;2026-03-20\|53.62\|-2.30\|53.55\|56.13\|53.20\|1061405;2026-03-23\|49.93\|-6.88\|52.16\|53.60\|49.61\|784968;2026-03-24\|48.35\|-3.16\|50.76\|50.85\|46.89\|718400;2026-03-25\|50.88\|5.23\|48.92\|52.98\|48.92\|715439;2026-03-26\|50.70\|-0.35\|50.50\|52.83\|50.20\|588239;2026-03-27\|51.19\|0.97\|49.85\|52.00\|49.50\|484333;2026-03-30\|49.90\|-2.52\|49.00\|50.13\|47.50\|607755;2026-03-31\|49.00\|-1.80\|50.03\|51.25\|48.99\|421101;2026-04-01\|51.20\|4.49\|50.85\|52.22\|50.08\|604040;2026-04-02\|47.79\|-6.66\|50.51\|50.66\|47.47\|651848;2026-04-03\|46.42\|-2.87\|47.98\|48.09\|46.13\|378322;2026-04-07\|47.22\|1.72\|46.50\|48.24\|46.20\|381740;2026-04-08\|52.40\|10.97\|49.00\|52.41\|48.92\|900741;2026-04-09\|50.46\|-3.70\|50.85\|51.50\|50.32\|512919;2026-04-10\|50.05\|-0.81\|50.92\|51.26\|50.05\|468890;2026-04-13\|49.75\|-0.60\|49.40\|50.55\|49.25\|330270;2026-04-14\|50.85\|2.21\|50.58\|51.15\|50.10\|485113;2026-04-15\|49.79\|-2.08\|51.34\|51.35\|49.53\|439267;2026-04-16\|52.02\|4.48\|50.30\|53.31\|50.25\|778694;2026-04-17\|52.62\|1.15\|51.45\|53.15\|51.33\|488342;2026-04-20\|54.56\|3.69\|52.51\|55.25\|52.36\|692230;2026-04-21\|54.28\|-0.51\|56.02\|57.58\|54.08\|889741;2026-04-22\|53.63\|-1.20\|53.86\|54.25\|52.64\|674042;2026-04-23\|52.36\|-2.37\|53.55\|54.40\|51.50\|526327;2026-04-24\|50.90\|-2.79\|52.19\|52.19\|49.93\|493945;2026-04-27\|51.17\|0.53\|50.90\|52.12\|49.65\|466749;2026-04-28\|49.60\|-3.07\|50.99\|51.11\|49.33\|378686;2026-04-29\|50.18\|1.17\|49.57\|50.69\|49.57\|377599;2026-04-30\|48.86\|-2.63\|50.21\|50.49\|48.70\|407449;2026-05-06\|52.07\|6.57\|49.85\|53.40\|49.85\|734577;2026-05-07\|54.87\|5.38\|52.34\|55.18\|51.80\|822398;2026-05-08\|53.83\|-1.90\|55.63\|55.67\|53.65\|706635;2026-05-11\|54.13\|0.56\|54.00\|54.93\|53.04\|560116;2026-05-12\|52.63\|-2.77\|54.00\|54.15\|52.15\|475470;2026-05-13\|53.43\|1.52\|52.12\|53.60\|50.95\|559452;2026-05-14\|49.03\|-8.24\|54.27\|54.66\|48.94\|833236;2026-05-15\|49.21\|0.37\|49.11\|51.15\|48.90\|646072;2026-05-18\|48.95\|-0.53\|48.85\|49.86\|48.38\|433031;2026-05-19\|49.92\|1.98\|48.96\|50.30\|48.32\|482926;2026-05-20\|47.75\|-4.35\|49.02\|49.44\|47.30\|544856;2026-05-21\|46.35\|-2.93\|48.20\|49.18\|46.25\|489200;2026-05-22\|46.19\|-0.35\|46.60\|46.95\|45.50\|374941;2026-05-25\|48.15\|4.24\|46.89\|48.46\|46.83\|524825;2026-05-26\|46.45\|-3.53\|47.67\|47.88\|45.55\|608634;2026-05-27\|45.80\|-1.40\|48.00\|48.90\|45.50\|761623;2026-05-28\|44.29\|-3.30\|43.86\|45.00\|42.40\|784051;2026-05-29\|43.92\|-0.84\|44.57\|46.22\|43.79\|655209;2026-06-01\|44.99\|2.44\|44.20\|46.30\|43.90\|593843;2026-06-02\|42.30\|-5.98\|45.00\|45.00\|41.66\|655353;2026-06-03\|41.80\|-1.18\|41.53\|42.88\|41.30\|466465;2026-06-04\|40.48\|-3.16\|40.96\|40.99\|40.10\|437743;2026-06-05\|40.50\|0.05\|40.51\|41.57\|39.62\|480562;2026-06-08\|38.66\|-4.54\|39.18\|40.08\|37.96\|436652;2026-06-09\|39.59\|2.41\|39.01\|39.80\|38.25\|369504;2026-06-10\|38.19\|-3.54\|39.00\|39.90\|38.00\|360894;2026-06-11\|36.94\|-3.27\|37.81\|37.96\|36.65\|426850;2026-06-12\|37.22\|0.76\|37.83\|38.20\|37.12\|356009;2026-06-15\|39.22\|5.37\|39.00\|39.83\|38.31\|496630;2026-06-16\|38.61\|-1.56\|39.05\|39.18\|38.41\|362161;2026-06-17\|38.75\|0.36\|38.31\|39.26\|37.57\|480334;2026-06-18\|43.00\|10.97\|38.75\|45.71\|38.58\|1313605;2026-06-22\|44.42\|3.30\|42.87\|45.35\|42.20\|1013543;2026-06-23\|41.85\|-5.79\|43.57\|43.89\|41.61\|652510;2026-06-24\|41.80\|-0.12\|41.70\|42.78\|41.05\|453994;2026-06-25\|40.80\|-2.39\|41.80\|42.42\|40.32\|521320;2026-06-26\|38.75\|-5.02\|40.00\|40.50\|38.72\|507774;2026-06-29\|39.78\|2.66\|39.38\|42.25\|39.28\|664222;2026-06-30\|40.36\|1.46\|39.90\|41.00\|38.78\|496011;2026-07-01\|40.60\|0.59\|40.00\|41.50\|39.62\|583924;2026-07-02\|45.55\|12.19\|41.81\|46.89\|39.36\|1582865;2026-07-03\|42.66\|-6.34\|44.30\|46.69\|42.42\|1232127;2026-07-06\|43.05\|0.91\|42.90\|45.98\|42.39\|981563;2026-07-07\|44.61\|3.62\|42.94\|46.07\|42.89\|1114296;2026-07-08\|47.96\|7.51\|44.41\|48.50\|42.60\|1404541;2026-07-09\|50.42\|5.13\|47.50\|51.88\|46.84\|1681417;2026-07-10\|49.42\|-1.98\|48.47\|53.53\|47.80\|1621460;2026-07-13\|48.20\|-2.47\|49.87\|51.08\|47.50\|997666;2026-07-14\|45.93\|-4.71\|48.66\|49.05\|43.23\|1107676;2026-07-15\|46.11\|0.39\|46.18\|48.48\|45.49\|915015;2026-07-16\|48.24\|4.62\|45.50\|49.73\|44.80\|1185085;2026-07-17\|41.99\|-12.96\|47.84\|48.89\|41.85\|1219222;2026-07-20\|42.92\|2.21\|41.99\|43.56\|40.83\|936048;2026-07-21\|43.48\|1.30\|42.20\|43.88\|39.70\|884831;2026-07-22\|41.18\|-5.29\|42.79\|43.78\|40.90\|808944;2026-07-23\|39.32\|-4.52\|40.50\|40.80\|38.93\|672092;2026-07-24\|36.68\|-6.71\|38.15\|38.64\|36.68\|598378
41444	Anthropic推出新顶级AI模型	AI算力+安全GPT 1、据2025年9月26日互动易，安全GPT已落地500+用户真实环境，并在中央网信办2025年测试中包揽三项第一。 2、据2025年3月29日年度报告，公司云计算及IT基础设施收入33.84亿元，占营收45%；据IDC数据，2024年第三季度公司超融合市占率18.8%居国内首位。	国内网络安全行业领军企业之一；公司已经在文件分析、行为检测、日志分析等十几个不同的安全技术领域应用了人工智能，自研的安全大模型（深信服安全GPT）由“大模型算法+威胁情报+安全知识”训练而成	2026-03-17\|113.85\|-3.91\|120.00\|120.20\|113.71\|88511;2026-03-18\|118.49\|4.08\|114.21\|120.94\|114.21\|133203;2026-03-19\|116.35\|-1.81\|115.68\|118.15\|114.38\|74143;2026-03-20\|110.47\|-5.05\|116.70\|117.32\|110.41\|96958;2026-03-23\|102.80\|-6.94\|109.05\|110.50\|102.18\|135256;2026-03-24\|103.69\|0.87\|104.51\|105.00\|101.10\|96420;2026-03-25\|106.31\|2.53\|104.30\|108.25\|103.69\|88579;2026-03-26\|103.41\|-2.73\|106.30\|108.28\|102.95\|70836;2026-03-27\|104.04\|0.61\|102.11\|105.00\|99.13\|69070;2026-03-30\|103.14\|-0.87\|103.00\|103.65\|100.12\|60988;2026-03-31\|101.72\|-1.38\|103.00\|105.50\|101.55\|60310;2026-04-01\|103.36\|1.61\|106.00\|106.80\|102.33\|89920;2026-04-02\|98.00\|-5.19\|102.88\|102.88\|97.03\|114218;2026-04-03\|95.80\|-2.24\|98.89\|99.00\|95.60\|74711;2026-04-07\|95.89\|0.09\|97.30\|97.72\|95.43\|78179;2026-04-08\|106.70\|11.27\|99.20\|106.87\|99.20\|147524;2026-04-09\|102.75\|-3.70\|104.01\|104.23\|102.03\|94480;2026-04-10\|105.49\|2.67\|104.00\|107.47\|103.16\|129422;2026-04-13\|106.89\|1.33\|103.60\|109.50\|103.34\|128806;2026-04-14\|110.84\|3.70\|109.18\|111.75\|108.75\|152022;2026-04-15\|106.79\|-3.65\|111.51\|111.65\|106.64\|111093;2026-04-16\|113.14\|5.95\|108.92\|113.22\|108.28\|172183;2026-04-17\|113.02\|-0.11\|114.00\|116.98\|111.20\|143019;2026-04-20\|112.26\|-0.67\|112.00\|115.01\|110.00\|98112;2026-04-21\|109.60\|-2.37\|112.00\|112.08\|108.68\|79706;2026-04-22\|110.26\|0.60\|109.00\|110.45\|108.35\|82401;2026-04-23\|108.38\|-1.71\|109.61\|111.10\|106.78\|90447;2026-04-24\|111.96\|3.30\|107.50\|114.85\|103.89\|176929;2026-04-27\|119.16\|6.43\|114.01\|122.48\|111.00\|214341;2026-04-28\|114.67\|-3.77\|117.87\|121.32\|113.63\|173301;2026-04-29\|113.60\|-0.93\|113.19\|115.82\|112.17\|110032;2026-04-30\|117.18\|3.15\|114.63\|120.90\|114.28\|170172;2026-05-06\|125.60\|7.19\|121.00\|128.37\|120.02\|202867;2026-05-07\|124.63\|-0.77\|125.00\|125.70\|123.06\|131305;2026-05-08\|123.52\|-0.89\|128.63\|131.31\|123.30\|229830;2026-05-11\|129.16\|4.57\|125.36\|132.14\|122.12\|221113;2026-05-12\|128.59\|-0.44\|130.11\|134.80\|126.68\|191713;2026-05-13\|129.21\|0.48\|126.20\|129.92\|122.78\|159851;2026-05-14\|121.49\|-5.97\|129.94\|131.51\|121.49\|143898;2026-05-15\|120.02\|-1.21\|121.88\|124.68\|118.50\|121663;2026-05-18\|119.30\|-0.60\|119.14\|123.88\|118.01\|118887;2026-05-19\|124.21\|4.12\|122.20\|125.58\|121.81\|126076;2026-05-20\|118.76\|-4.39\|122.12\|123.39\|118.00\|119900;2026-05-21\|112.50\|-5.27\|119.21\|123.78\|112.18\|154405;2026-05-22\|115.79\|2.92\|113.60\|117.39\|111.11\|101468;2026-05-25\|115.79\|0.00\|116.00\|118.74\|113.53\|104347;2026-05-26\|112.93\|-2.47\|115.00\|115.36\|110.15\|100794;2026-05-27\|109.31\|-3.21\|112.40\|114.86\|108.20\|108567;2026-05-28\|108.28\|-0.94\|109.00\|109.89\|105.68\|88316;2026-05-29\|106.94\|-1.24\|109.70\|112.77\|105.02\|109826;2026-06-01\|116.84\|9.26\|109.80\|125.88\|109.80\|276358;2026-06-02\|120.01\|2.71\|120.00\|122.87\|116.70\|190907;2026-06-03\|117.56\|-2.04\|116.40\|121.84\|114.75\|149523;2026-06-04\|111.52\|-5.14\|115.98\|116.04\|106.15\|187042;2026-06-05\|107.90\|-3.25\|110.11\|111.26\|107.00\|103091;2026-06-08\|103.85\|-3.75\|103.00\|108.30\|102.50\|104188;2026-06-09\|106.88\|2.92\|105.00\|110.50\|103.00\|151850;2026-06-10\|100.69\|-5.79\|104.79\|106.33\|100.00\|112424;2026-06-11\|98.00\|-2.67\|99.00\|101.41\|96.54\|84694;2026-06-12\|97.87\|-0.13\|99.54\|101.61\|97.77\|88195;2026-06-15\|101.92\|4.14\|99.00\|102.23\|99.00\|93182;2026-06-16\|98.68\|-3.18\|101.06\|101.89\|97.90\|97938;2026-06-17\|101.31\|2.78\|97.77\|101.44\|95.70\|108734;2026-06-18\|101.21\|-0.10\|100.00\|104.33\|99.60\|96672;2026-06-22\|102.29\|1.07\|100.35\|102.44\|97.10\|109904;2026-06-23\|96.22\|-5.93\|100.80\|101.51\|95.36\|112485;2026-06-24\|96.59\|0.38\|96.35\|97.40\|93.00\|78821;2026-06-25\|96.20\|-0.40\|97.50\|99.27\|94.95\|100262;2026-06-26\|89.30\|-7.17\|95.15\|95.99\|89.21\|111568;2026-06-29\|90.32\|1.14\|91.26\|92.86\|89.81\|87466;2026-06-30\|96.20\|6.51\|91.07\|98.21\|90.20\|121277;2026-07-01\|96.77\|0.59\|95.50\|99.15\|94.70\|96034;2026-07-02\|93.70\|-3.17\|99.89\|100.30\|93.24\|119207;2026-07-03\|92.04\|-1.77\|93.91\|95.10\|91.81\|83081;2026-07-06\|90.16\|-2.04\|92.04\|92.46\|89.42\|68270;2026-07-07\|88.80\|-1.51\|90.10\|92.39\|88.25\|67534;2026-07-08\|106.56\|20.00\|89.41\|106.56\|89.41\|262263;2026-07-09\|107.28\|0.68\|104.49\|108.00\|102.29\|255587;2026-07-10\|111.24\|3.69\|108.02\|115.38\|106.23\|241686;2026-07-13\|107.02\|-3.79\|110.97\|112.15\|105.62\|192718;2026-07-14\|105.97\|-0.98\|106.50\|109.00\|101.50\|152755;2026-07-15\|108.80\|2.67\|107.38\|112.00\|107.00\|180076;2026-07-16\|112.60\|3.49\|109.00\|115.36\|106.40\|229267;2026-07-17\|107.48\|-4.55\|114.59\|119.85\|105.00\|222423;2026-07-20\|113.02\|5.15\|112.60\|114.79\|107.20\|238366;2026-07-21\|116.60\|3.17\|110.03\|116.60\|107.00\|281588;2026-07-22\|118.91\|1.98\|113.01\|125.15\|109.00\|348480;2026-07-23\|110.77\|-6.85\|114.08\|117.10\|110.66\|210395;2026-07-24\|100.05\|-9.68\|105.49\|107.37\|100.01\|195835
41443	Anthropic推出新顶级AI模型	AI企业50强+算力+智算中心 1、据2026年5月17日证券时报，福布斯中国发布“2026人工智能科技企业TOP50”，彩讯股份凭企业级AI全栈实力入选。 2、据2026年4月29日业绩说明会，公司智算服务与数据智能产品线2025年收入5.13亿元，同比增31%，已落地智能驾驶、运营商智算中心标杆项目。 3、据2026年5月8日互动易，可转债拟募资14.85亿元建设12000P智算中心，目标客户涵盖汽车自动驾驶、互联网大厂及三大运营商。	1、公司Rich AIBox正式接入DeepSeek-V3、DeepSeek-R1大模型，进一步提升了垂直领域大模型能力，实现逻辑推理、内容生成、图片理解等多方面的优化； 2、公司是百度“文心一言”的首批生态合作伙伴，也是清华智谱的战略合作伙伴	2026-03-17\|25.54\|-2.30\|26.30\|26.35\|25.53\|96384;2026-03-18\|26.50\|3.76\|25.62\|26.55\|25.55\|127694;2026-03-19\|26.08\|-1.58\|26.17\|26.47\|25.78\|113123;2026-03-20\|24.66\|-5.44\|26.20\|26.32\|24.65\|167511;2026-03-23\|22.98\|-6.81\|24.00\|24.64\|22.84\|172285;2026-03-24\|23.51\|2.31\|23.43\|23.60\|22.92\|111539;2026-03-25\|24.17\|2.81\|23.63\|24.49\|23.63\|128841;2026-03-26\|23.32\|-3.52\|24.03\|24.15\|23.22\|91925;2026-03-27\|23.62\|1.29\|22.96\|23.76\|22.91\|64861;2026-03-30\|23.93\|1.31\|23.18\|24.11\|22.86\|90063;2026-03-31\|23.69\|-1.00\|24.01\|24.45\|23.66\|137000;2026-04-01\|24.44\|3.17\|24.33\|24.85\|24.07\|157118;2026-04-02\|23.70\|-3.03\|24.33\|24.39\|23.50\|94828;2026-04-03\|23.67\|-0.13\|23.92\|24.26\|23.65\|88508;2026-04-07\|23.61\|-0.25\|23.70\|23.92\|23.46\|71526;2026-04-08\|26.31\|11.44\|24.35\|26.33\|24.33\|254313;2026-04-09\|25.33\|-3.72\|25.69\|25.80\|25.19\|155546;2026-04-10\|25.48\|0.59\|25.58\|25.93\|25.48\|111824;2026-04-13\|26.04\|2.20\|25.68\|26.48\|25.55\|173628;2026-04-14\|26.79\|2.88\|26.60\|27.09\|26.33\|170191;2026-04-15\|26.92\|0.49\|26.96\|27.95\|26.82\|229764;2026-04-16\|27.78\|3.19\|27.35\|28.10\|27.09\|189376;2026-04-17\|27.66\|-0.43\|27.70\|27.93\|27.51\|145738;2026-04-20\|27.47\|-0.69\|27.41\|27.98\|27.26\|143967;2026-04-21\|27.03\|-1.60\|27.42\|27.48\|26.88\|118014;2026-04-22\|27.59\|2.07\|27.03\|27.62\|26.79\|111118;2026-04-23\|27.29\|-1.09\|27.50\|27.93\|27.08\|105275;2026-04-24\|27.06\|-0.84\|27.00\|27.55\|26.34\|135714;2026-04-27\|26.87\|-0.70\|27.27\|27.27\|26.65\|96907;2026-04-28\|25.63\|-4.61\|26.57\|26.70\|25.49\|135105;2026-04-29\|23.33\|-8.97\|23.27\|23.93\|22.73\|319969;2026-04-30\|22.59\|-3.17\|23.28\|23.48\|22.54\|215851;2026-05-06\|23.47\|3.90\|22.92\|24.30\|22.92\|227459;2026-05-07\|24.69\|5.20\|23.69\|24.85\|23.40\|172397;2026-05-08\|24.69\|0.00\|24.77\|25.26\|24.60\|157377;2026-05-11\|24.82\|0.53\|24.96\|25.39\|24.61\|141194;2026-05-12\|24.10\|-2.90\|24.79\|24.98\|24.00\|111235;2026-05-13\|24.63\|2.20\|24.10\|24.74\|23.80\|110271;2026-05-14\|23.32\|-5.32\|24.80\|25.06\|23.32\|157898;2026-05-15\|23.58\|1.11\|23.38\|24.39\|23.38\|136950;2026-05-18\|24.29\|3.01\|23.50\|24.50\|23.35\|145234;2026-05-19\|29.15\|20.01\|24.00\|29.15\|24.00\|613232;2026-05-20\|29.15\|0.00\|29.16\|29.70\|28.55\|558706;2026-05-21\|27.12\|-6.96\|29.14\|29.19\|27.02\|412508;2026-05-22\|27.67\|2.03\|27.64\|27.93\|26.68\|348936;2026-05-25\|27.62\|-0.18\|27.81\|28.47\|27.18\|261635;2026-05-26\|27.49\|-0.47\|27.02\|27.58\|26.68\|235071;2026-05-27\|26.24\|-4.55\|27.24\|28.17\|26.06\|293241;2026-05-28\|25.87\|-1.41\|26.21\|26.48\|24.77\|255319;2026-05-29\|25.40\|-1.82\|26.07\|26.80\|25.21\|246767;2026-06-01\|26.35\|3.74\|25.87\|27.26\|25.60\|316518;2026-06-02\|25.82\|-2.01\|26.40\|26.97\|25.65\|269676;2026-06-03\|24.58\|-4.80\|25.21\|25.51\|24.33\|273101;2026-06-04\|24.38\|-0.81\|24.30\|24.64\|23.73\|191237;2026-06-05\|23.85\|-2.17\|24.30\|24.63\|23.40\|184942;2026-06-08\|23.44\|-1.72\|23.00\|24.19\|22.86\|152589;2026-06-09\|24.03\|2.52\|23.60\|24.19\|22.89\|191151;2026-06-10\|22.94\|-4.54\|23.61\|23.91\|22.65\|184028;2026-06-11\|20.94\|-8.72\|22.69\|22.89\|20.81\|214477;2026-06-12\|21.15\|1.00\|21.50\|21.66\|21.03\|129286;2026-06-15\|21.75\|2.84\|21.40\|21.79\|21.37\|118712;2026-06-16\|21.85\|0.46\|21.65\|22.15\|21.17\|128379;2026-06-17\|21.70\|-0.69\|21.50\|21.82\|21.31\|104687;2026-06-18\|22.24\|2.49\|21.69\|22.62\|21.48\|155032;2026-06-22\|22.47\|1.03\|22.42\|22.67\|21.23\|153392;2026-06-23\|21.95\|-2.31\|22.12\|22.54\|21.71\|109317;2026-06-24\|21.81\|-0.64\|21.98\|22.43\|21.30\|100990;2026-06-25\|20.93\|-3.41\|21.88\|22.34\|20.93\|127208;2026-06-26\|19.65\|-6.12\|20.80\|20.82\|19.62\|153591;2026-06-29\|19.26\|-1.98\|19.64\|19.97\|19.11\|104609;2026-06-30\|19.57\|1.61\|19.35\|19.82\|18.94\|90232;2026-07-01\|20.18\|3.12\|19.56\|20.61\|19.34\|119303;2026-07-02\|19.82\|-1.78\|20.10\|20.48\|19.73\|115372;2026-07-03\|19.78\|-0.20\|19.80\|20.11\|19.68\|80769;2026-07-06\|19.03\|-3.79\|19.72\|19.83\|18.98\|91320;2026-07-07\|18.20\|-4.36\|19.11\|19.11\|18.10\|81756;2026-07-08\|18.70\|2.75\|18.20\|18.88\|18.09\|106795;2026-07-09\|19.35\|3.48\|18.60\|19.98\|18.35\|151858;2026-07-10\|19.72\|1.91\|19.15\|20.65\|18.93\|169745;2026-07-13\|18.96\|-3.85\|19.61\|19.93\|18.63\|129622;2026-07-14\|18.55\|-2.16\|18.95\|19.05\|17.91\|109585;2026-07-15\|18.69\|0.75\|18.50\|18.98\|18.33\|81965;2026-07-16\|18.93\|1.28\|18.51\|19.44\|18.34\|102688;2026-07-17\|17.73\|-6.34\|18.72\|19.15\|17.72\|114530;2026-07-20\|18.07\|1.92\|18.19\|18.56\|17.45\|101926;2026-07-21\|18.80\|4.04\|17.89\|18.97\|17.61\|127545;2026-07-22\|18.46\|-1.81\|18.69\|18.80\|18.26\|94226;2026-07-23\|18.30\|-0.87\|18.40\|18.45\|18.00\|74279;2026-07-24\|17.45\|-4.64\|18.10\|18.15\|17.45\|75869
41442	Anthropic推出新顶级AI模型	AI短剧+海外短剧+腾讯合作+文生视频行业原因：字节跳动近日发布Seedance2.0，可根据文本或图像创建电影级视频。机构指出，Seedance2.0有望在AI漫剧、AI短剧等短内容方面率先得到广泛应用，进一步推动漫剧/短剧制作大幅降本提效和产能供给释放。公司原因： 1、据2025年9月1日机构调研，公司海外短剧平台FlareFlow上线3个月累计下载量超千万人次、每月用户充值收入增速超500%，已聚合2,000部短剧，覆盖177个国家和地区。. 2、据2026年2月2日公司官微，公司旗下多部漫剧在主流平台表现突出，其中《从娘胎开始逆袭》《仙尊归来》等多部作品专辑播放量突破1亿。公司通过自研AI动漫短剧工具链“次元神笔”，显著提升了内容生产效率，推动制作模式从“项目制”向“工业化”升级。 3、据2026年2月4日公司公告，公司及公司子公司拟与关联方深圳市腾讯计算机系统有限公司就动画微短剧的授权合作相关事宜达成合作，通过在腾讯视频创作服务平台的账号上传符合协议及单片合同约定和其要求的动画微短剧成片，预计合作金额为2320万元。 4、据2025年12月16日公告，公司拟发行H股并在港交所主板挂牌，募资用于巩固海外短剧生态、AI技术赋能内容创作与分发。	1、公司推出自研AI语言大模型“中文逍遥 1.0”，依托十多年在文学领域的深厚积累，利用超550万种数字内容资源训练而成； 2、公司以优质 IP 为核心，开发各类衍生品，形成国谷、日谷、美谷品类矩阵，影视业务专注于微短剧（真人短剧和 AI 动漫短剧）制作与发行	2026-03-17\|26.90\|-2.71\|27.55\|27.78\|26.83\|302274;2026-03-18\|27.40\|1.86\|27.13\|27.41\|26.80\|284814;2026-03-19\|26.97\|-1.57\|26.80\|27.32\|26.66\|369788;2026-03-20\|25.82\|-4.26\|27.00\|27.17\|25.78\|462443;2026-03-23\|24.25\|-6.08\|25.04\|25.50\|23.98\|478450;2026-03-24\|25.12\|3.59\|24.76\|25.16\|24.35\|411685;2026-03-25\|25.86\|2.95\|25.20\|26.24\|25.20\|403789;2026-03-26\|25.56\|-1.16\|25.83\|26.29\|25.44\|349719;2026-03-27\|25.94\|1.49\|25.07\|26.45\|25.03\|371818;2026-03-30\|27.16\|4.70\|25.49\|27.91\|25.35\|815374;2026-03-31\|26.68\|-1.77\|27.11\|27.42\|26.60\|489075;2026-04-01\|27.20\|1.95\|27.34\|27.65\|26.63\|530223;2026-04-02\|26.24\|-3.53\|27.18\|27.43\|26.11\|415240;2026-04-03\|25.37\|-3.32\|26.38\|26.48\|25.31\|297218;2026-04-07\|26.61\|4.89\|25.41\|27.09\|25.02\|557176;2026-04-08\|29.83\|12.10\|27.45\|30.24\|27.20\|1359370;2026-04-09\|28.10\|-5.80\|28.46\|28.88\|27.90\|864932;2026-04-10\|27.78\|-1.14\|28.35\|28.49\|27.72\|559945;2026-04-13\|27.36\|-1.51\|27.21\|27.83\|26.89\|358518;2026-04-14\|28.10\|2.70\|27.98\|28.66\|27.71\|626989;2026-04-15\|27.45\|-2.31\|28.11\|28.50\|27.27\|409028;2026-04-16\|28.41\|3.50\|27.60\|28.76\|27.60\|660065;2026-04-17\|28.58\|0.60\|28.02\|28.80\|28.02\|458627;2026-04-20\|30.30\|6.02\|28.31\|31.00\|28.31\|990154;2026-04-21\|30.39\|0.30\|30.30\|30.80\|29.75\|651319;2026-04-22\|30.26\|-0.43\|30.18\|30.76\|29.68\|506797;2026-04-23\|30.43\|0.56\|30.54\|31.60\|30.10\|716055;2026-04-24\|29.95\|-1.58\|30.01\|30.49\|29.00\|534584;2026-04-27\|29.37\|-1.94\|29.91\|29.91\|28.70\|390647;2026-04-28\|28.54\|-2.83\|29.26\|29.26\|28.27\|370099;2026-04-29\|29.60\|3.71\|28.33\|29.95\|28.33\|474310;2026-04-30\|28.78\|-2.77\|29.26\|29.80\|28.70\|337297;2026-05-06\|30.26\|5.14\|29.10\|30.84\|29.10\|543982;2026-05-07\|32.36\|6.94\|30.23\|32.40\|30.01\|849170;2026-05-08\|31.38\|-3.03\|32.70\|33.36\|31.28\|867541;2026-05-11\|31.09\|-0.92\|31.64\|32.04\|30.88\|605248;2026-05-12\|30.55\|-1.74\|30.90\|31.37\|30.00\|491331;2026-05-13\|30.86\|1.01\|30.55\|30.95\|29.83\|512228;2026-05-14\|27.83\|-9.82\|31.16\|31.53\|27.73\|897336;2026-05-15\|27.90\|0.25\|28.36\|29.05\|27.82\|567529;2026-05-18\|28.04\|0.50\|27.71\|28.56\|27.50\|409098;2026-05-19\|28.40\|1.28\|27.96\|29.28\|27.70\|530696;2026-05-20\|27.20\|-4.23\|28.00\|28.07\|27.11\|449659;2026-05-21\|26.00\|-4.41\|27.37\|27.85\|25.77\|509756;2026-05-22\|26.08\|0.31\|26.10\|26.28\|25.62\|292844;2026-05-25\|26.15\|0.27\|26.38\|26.84\|25.82\|329766;2026-05-26\|25.61\|-2.06\|26.03\|26.11\|25.00\|372570;2026-05-27\|26.41\|3.12\|27.52\|28.66\|26.21\|1052178;2026-05-28\|25.36\|-3.98\|26.10\|26.41\|24.86\|705612;2026-05-29\|25.39\|0.12\|25.58\|26.22\|25.26\|695458;2026-06-01\|26.60\|4.77\|25.20\|27.16\|25.00\|727957;2026-06-02\|25.59\|-3.80\|26.70\|26.75\|25.06\|512608;2026-06-03\|24.88\|-2.77\|25.15\|25.43\|24.47\|422735;2026-06-04\|23.90\|-3.94\|24.50\|24.50\|23.63\|457435;2026-06-05\|23.82\|-0.33\|24.13\|24.52\|23.30\|350907;2026-06-08\|23.02\|-3.36\|22.99\|23.68\|22.90\|317009;2026-06-09\|23.74\|3.13\|23.32\|23.96\|22.80\|357246;2026-06-10\|22.87\|-3.66\|23.21\|23.94\|22.80\|306959;2026-06-11\|21.84\|-4.50\|22.44\|22.57\|21.70\|343074;2026-06-12\|21.92\|0.37\|22.20\|22.45\|21.84\|304975;2026-06-15\|23.62\|7.76\|22.23\|23.77\|22.23\|470877;2026-06-16\|23.81\|0.80\|23.40\|24.06\|23.19\|349388;2026-06-17\|23.40\|-1.72\|23.40\|23.69\|23.00\|281651;2026-06-18\|25.06\|7.09\|23.39\|25.28\|22.98\|713599;2026-06-22\|26.30\|4.95\|24.71\|26.35\|24.60\|699476;2026-06-23\|25.66\|-2.43\|25.80\|26.29\|25.05\|480246;2026-06-24\|25.74\|0.31\|25.46\|25.88\|24.78\|386674;2026-06-25\|25.24\|-1.94\|25.13\|25.77\|24.96\|306518;2026-06-26\|23.47\|-7.01\|25.00\|25.04\|23.45\|371946;2026-06-29\|23.44\|-0.13\|24.00\|24.39\|23.10\|294550;2026-06-30\|23.59\|0.64\|23.40\|23.86\|22.91\|251399;2026-07-01\|23.91\|1.36\|23.51\|24.54\|23.18\|362451;2026-07-02\|24.60\|2.89\|24.47\|25.34\|23.31\|663043;2026-07-03\|23.31\|-5.24\|24.00\|24.30\|23.15\|427490;2026-07-06\|22.49\|-3.52\|23.02\|23.69\|22.44\|260510;2026-07-07\|22.07\|-1.87\|22.40\|22.88\|22.02\|209443;2026-07-08\|22.61\|2.45\|22.00\|23.38\|21.51\|330961;2026-07-09\|24.33\|7.61\|22.66\|25.52\|22.29\|732896;2026-07-10\|24.75\|1.73\|23.62\|25.73\|23.62\|733747;2026-07-13\|23.43\|-5.33\|24.49\|24.98\|23.10\|406740;2026-07-14\|22.82\|-2.60\|23.58\|23.95\|22.13\|331143;2026-07-15\|22.87\|0.22\|22.80\|23.71\|22.52\|356380;2026-07-16\|23.30\|1.88\|22.60\|23.75\|22.36\|420241;2026-07-17\|21.45\|-7.94\|23.03\|23.62\|21.41\|482408;2026-07-20\|21.34\|-0.51\|21.52\|22.10\|20.69\|314222;2026-07-21\|21.68\|1.59\|21.28\|21.85\|20.01\|347934;2026-07-22\|20.49\|-5.49\|21.25\|21.52\|20.18\|372068;2026-07-23\|19.91\|-2.83\|20.40\|20.49\|19.65\|303563;2026-07-24\|18.51\|-7.03\|19.31\|19.42\|18.45\|382094
41441	Anthropic推出新顶级AI模型	脑机接口+机器人+AI大模型+商业航天行业原因：当地时间2025年12月31日，埃隆.马斯克在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进行“大规模生产”，还将在脑机植入方式上实现创新。公司原因： 1、据2025年9月19日官微，公司曾与神舞科技联合发布脑机接口远程控制系统，将脑机技术与机器人超远距离操控深度融合，适配人形机器人等装备。 2、据2025年8月23日半年报及2025年11月13日机构调研，公司BlackEye Vision机器人超远距离远程操控系统为国内极少数已商用的超低延时方案，端到端延迟80毫秒，已在应急救援、工业巡检等场景试点应用。 3、据2025年9月9日互动易及2025年11月13日机构调研，公司基于“AI多模态+空间视频+行业”战略，深度融合BlackEye多模态大模型与超低延时编码技术，构建覆盖传媒文化、工业与卫星、智能网联汽车三大领域的标准化产品体系。 4、据2025年12月26日互动易，公司多模态超级压缩技术已具备部署于低轨卫星等太空算力场景的能力，可助力商业航天实现低延时窄带通信。	1）公司曾与神舞科技联合发布脑机接口远程控制系统，将脑机技术与机器人超远距离操控深度融合，适配人形机器人等装备； 2）公司BlackEye多模态视听大模型正式融合DeepSeek-R1和DeepSeek Janus Pro，并完成视听传媒、工业与卫星、车载智能座舱等多行业垂类场景的数据调优训练	2026-03-17\|45.20\|-3.65\|46.93\|46.97\|45.10\|17130;2026-03-18\|46.37\|2.59\|45.50\|46.48\|45.10\|14830;2026-03-19\|45.66\|-1.53\|45.67\|46.44\|45.31\|15536;2026-03-20\|43.70\|-4.29\|45.90\|46.29\|43.50\|22489;2026-03-23\|40.19\|-8.03\|42.94\|43.01\|40.04\|29258;2026-03-24\|41.70\|3.76\|41.85\|42.05\|40.38\|19890;2026-03-25\|42.83\|2.71\|42.53\|43.30\|42.01\|19830;2026-03-26\|41.66\|-2.73\|42.83\|42.98\|41.30\|14185;2026-03-27\|42.03\|0.89\|40.85\|42.22\|40.85\|12998;2026-03-30\|41.43\|-1.43\|41.18\|41.71\|40.63\|18292;2026-03-31\|40.68\|-1.81\|41.40\|42.06\|40.60\|15540;2026-04-01\|41.80\|2.75\|41.51\|41.98\|41.37\|16373;2026-04-02\|39.93\|-4.47\|41.49\|41.53\|39.50\|18666;2026-04-03\|39.20\|-1.83\|40.01\|40.35\|39.14\|12986;2026-04-07\|39.25\|0.13\|39.41\|40.10\|39.21\|10205;2026-04-08\|44.01\|12.13\|41.50\|44.07\|40.78\|38908;2026-04-09\|42.03\|-4.50\|42.50\|43.00\|41.92\|27938;2026-04-10\|42.27\|0.57\|42.47\|42.98\|42.13\|19049;2026-04-13\|42.25\|-0.05\|41.80\|42.74\|41.53\|12843;2026-04-14\|43.54\|3.05\|42.88\|43.56\|42.75\|18606;2026-04-15\|42.65\|-2.04\|44.13\|44.20\|42.51\|17713;2026-04-16\|43.88\|2.88\|42.75\|44.10\|42.75\|20218;2026-04-17\|43.58\|-0.68\|43.88\|44.25\|43.40\|15871;2026-04-20\|44.11\|1.22\|43.30\|44.62\|43.30\|18115;2026-04-21\|42.88\|-2.79\|44.05\|44.05\|42.42\|18727;2026-04-22\|42.35\|-1.24\|41.80\|42.41\|40.30\|37896;2026-04-23\|41.05\|-3.07\|42.46\|42.60\|40.70\|22204;2026-04-24\|40.90\|-0.37\|41.00\|41.35\|39.73\|19884;2026-04-27\|41.74\|2.05\|40.71\|41.95\|40.01\|18074;2026-04-28\|40.15\|-3.81\|41.72\|41.72\|39.90\|18564;2026-04-29\|41.21\|2.64\|40.65\|41.58\|40.02\|20045;2026-04-30\|42.13\|2.23\|41.38\|42.28\|40.83\|18979;2026-05-06\|43.42\|3.06\|42.88\|44.18\|42.88\|23070;2026-05-07\|45.45\|4.68\|44.30\|45.57\|43.15\|33916;2026-05-08\|44.89\|-1.23\|45.65\|45.67\|44.80\|22566;2026-05-11\|45.55\|1.47\|45.15\|46.00\|44.28\|26796;2026-05-12\|44.38\|-2.57\|45.50\|45.52\|44.23\|18169;2026-05-13\|45.00\|1.40\|44.38\|45.48\|43.88\|19240;2026-05-14\|42.94\|-4.58\|45.30\|45.99\|42.94\|28217;2026-05-15\|43.43\|1.14\|42.80\|44.68\|42.52\|27152;2026-05-18\|46.51\|7.09\|44.79\|47.18\|44.26\|48473;2026-05-19\|49.88\|7.25\|46.90\|53.00\|46.60\|88166;2026-05-20\|49.25\|-1.26\|49.95\|51.59\|48.69\|62443;2026-05-21\|46.34\|-5.91\|48.25\|49.58\|46.00\|54547;2026-05-22\|46.86\|1.12\|46.22\|47.10\|45.11\|38291;2026-05-25\|46.65\|-0.45\|47.00\|47.95\|45.80\|32895;2026-05-26\|45.09\|-3.34\|46.35\|46.40\|43.88\|37287;2026-05-27\|42.94\|-4.77\|45.76\|45.76\|42.60\|29064;2026-05-28\|44.03\|2.54\|42.80\|44.49\|41.51\|30254;2026-05-29\|41.24\|-6.34\|44.50\|44.88\|41.00\|28776;2026-06-01\|44.80\|8.63\|41.00\|47.37\|41.00\|49753;2026-06-02\|43.70\|-2.46\|45.00\|46.36\|42.78\|34386;2026-06-03\|42.30\|-3.20\|43.57\|44.38\|41.76\|28320;2026-06-04\|41.89\|-0.97\|41.80\|42.58\|40.61\|23705;2026-06-05\|42.10\|0.50\|42.00\|43.10\|40.91\|26705;2026-06-08\|42.35\|0.59\|40.01\|43.78\|39.96\|31228;2026-06-09\|45.14\|6.59\|42.58\|45.90\|41.31\|43581;2026-06-10\|42.60\|-5.63\|44.43\|45.58\|42.00\|27933;2026-06-11\|40.85\|-4.11\|41.88\|42.71\|40.25\|23618;2026-06-12\|42.15\|3.18\|41.88\|44.97\|41.53\|29823;2026-06-15\|42.42\|0.64\|42.98\|43.41\|41.88\|23111;2026-06-16\|42.99\|1.34\|42.73\|43.13\|41.62\|21125;2026-06-17\|41.75\|-2.88\|42.80\|42.80\|41.28\|24196;2026-06-18\|44.00\|5.39\|41.20\|44.38\|40.41\|41874;2026-06-22\|43.95\|-0.11\|43.22\|44.90\|41.91\|34180;2026-06-23\|41.99\|-4.46\|43.50\|43.55\|41.77\|23292;2026-06-24\|41.40\|-1.41\|41.99\|41.99\|40.50\|20358;2026-06-25\|39.18\|-5.36\|41.04\|41.48\|39.09\|27157;2026-06-26\|35.93\|-8.29\|39.20\|39.43\|35.93\|36086;2026-06-29\|35.46\|-1.31\|35.21\|36.89\|35.09\|25792;2026-06-30\|37.32\|5.25\|34.34\|38.00\|34.34\|30509;2026-07-01\|36.51\|-2.17\|37.80\|37.80\|36.34\|23274;2026-07-02\|36.30\|-0.58\|36.82\|37.50\|35.98\|23053;2026-07-03\|36.30\|0.00\|36.10\|37.20\|35.90\|18921;2026-07-06\|43.56\|20.00\|36.31\|43.56\|36.31\|81169;2026-07-07\|40.88\|-6.15\|42.00\|42.91\|40.88\|57754;2026-07-08\|39.10\|-4.35\|41.08\|41.55\|39.01\|36792;2026-07-09\|40.20\|2.81\|39.14\|40.55\|38.44\|39264;2026-07-10\|41.16\|2.39\|39.80\|42.91\|39.50\|45001;2026-07-13\|37.55\|-8.77\|40.12\|41.46\|37.51\|32874;2026-07-14\|37.57\|0.05\|38.08\|38.08\|35.88\|24134;2026-07-15\|37.66\|0.24\|37.57\|38.59\|37.00\|21619;2026-07-16\|36.59\|-2.84\|37.04\|38.14\|35.65\|33855;2026-07-17\|33.00\|-9.81\|35.92\|36.65\|32.80\|32138;2026-07-20\|31.29\|-5.18\|33.26\|34.20\|30.77\|27199;2026-07-21\|32.43\|3.64\|31.06\|32.50\|29.10\|27236;2026-07-22\|31.50\|-2.87\|32.13\|32.80\|31.30\|17725;2026-07-23\|31.31\|-0.60\|31.48\|31.94\|30.80\|13593;2026-07-24\|29.94\|-4.38\|31.06\|31.06\|29.91\|12461
41440	Anthropic推出新顶级AI模型	电商SaaS+AI应用+一季度扭亏为盈行业原因：据证券时报，受Okta和Snowflake强劲业绩的推动，美股软件股上周大幅飙升，这表明一些公司抵御人工智能颠覆的能力超出了华尔街的预期。推动本轮反弹的核心逻辑在于，华尔街开始重新审视软件行业，尤其是与人工智能深度绑定的企业。公司原因： 1、据2026年5月29日互动易，公司已接入包括DeepSeek系列模型在内的主流大模型，积极开展相关应用的探索与实践；同时，公司正积极关注并探索大模型技术在电商多场景下的应用落地，提升产品智能化水平。 2、据光云科技2025年年度报告，公司是服务于电商商家的SaaS企业，核心业务是为电商商家提供SaaS服务及增值服务，主要产品包括超级店长、快麦ERP、快麦小智客服机器人等，覆盖淘宝、拼多多、抖音、快手等各大电商平台。 3、据2026年5月22日投资者关系活动记录表，公司2026年第一季度实现营业收入1.42亿元，同比增长23.44%；归属于上市公司股东的净利润602.14万元，扣非净利润436.74万元，同比实现扭亏为盈。	公司以快麦小智（含绫智智能体）、深绘美工机器人等产品，接入多主流大模型，落地电商客服话术生成、导购推荐、多模态素材生产与投放优化，服务全链路电商营销	2026-03-17\|19.59\|-1.71\|20.13\|20.31\|19.55\|99370;2026-03-18\|20.29\|3.57\|19.55\|20.31\|19.55\|99249;2026-03-19\|19.87\|-2.07\|19.90\|20.14\|19.75\|79892;2026-03-20\|18.62\|-6.29\|20.04\|20.07\|18.61\|147018;2026-03-23\|17.30\|-7.09\|18.15\|18.51\|17.11\|155536;2026-03-24\|18.05\|4.34\|18.00\|18.09\|17.40\|152453;2026-03-25\|18.45\|2.22\|18.27\|18.60\|18.05\|109672;2026-03-26\|18.03\|-2.28\|18.25\|18.53\|17.80\|88430;2026-03-27\|18.17\|0.78\|17.77\|18.36\|17.58\|97167;2026-03-30\|18.27\|0.55\|17.80\|18.35\|17.69\|90159;2026-03-31\|18.22\|-0.27\|18.43\|18.91\|18.12\|115064;2026-04-01\|18.38\|0.88\|18.60\|18.75\|18.10\|97554;2026-04-02\|17.61\|-4.19\|18.39\|18.39\|17.48\|91437;2026-04-03\|17.30\|-1.76\|17.75\|17.80\|17.15\|69226;2026-04-07\|17.53\|1.33\|17.51\|17.82\|17.37\|72872;2026-04-08\|19.67\|12.21\|18.30\|19.67\|18.05\|216057;2026-04-09\|18.43\|-6.30\|18.80\|19.24\|18.36\|204844;2026-04-10\|18.90\|2.55\|18.48\|19.14\|18.42\|178157;2026-04-13\|18.44\|-2.43\|18.52\|18.85\|18.40\|120135;2026-04-14\|18.86\|2.28\|18.85\|19.28\|18.64\|132757;2026-04-15\|18.45\|-2.17\|18.90\|19.18\|18.40\|110546;2026-04-16\|19.88\|7.75\|18.41\|20.17\|18.41\|242458;2026-04-17\|19.65\|-1.16\|19.54\|19.90\|19.43\|147212;2026-04-20\|20.25\|3.05\|19.71\|20.60\|19.38\|175602;2026-04-21\|19.45\|-3.95\|20.02\|20.20\|19.23\|153012;2026-04-22\|19.58\|0.67\|19.38\|19.59\|19.04\|124512;2026-04-23\|18.99\|-3.01\|19.44\|19.88\|18.83\|124204;2026-04-24\|18.65\|-1.79\|18.83\|19.04\|18.15\|120571;2026-04-27\|20.05\|7.51\|18.99\|20.27\|18.99\|209504;2026-04-28\|19.17\|-4.39\|19.70\|19.75\|18.87\|190970;2026-04-29\|19.53\|1.88\|19.16\|19.88\|19.01\|134841;2026-04-30\|19.72\|0.97\|19.59\|19.96\|19.23\|134262;2026-05-06\|20.49\|3.90\|20.02\|21.05\|20.02\|216114;2026-05-07\|23.11\|12.79\|20.84\|23.80\|20.41\|381625;2026-05-08\|22.39\|-3.12\|23.57\|23.98\|22.37\|349705;2026-05-11\|22.47\|0.36\|22.24\|23.00\|22.24\|299478;2026-05-12\|21.90\|-2.54\|22.40\|22.90\|21.73\|219128;2026-05-13\|21.98\|0.37\|21.77\|22.28\|21.45\|173863;2026-05-14\|20.84\|-5.19\|22.98\|23.30\|20.84\|247423;2026-05-15\|21.25\|1.97\|21.19\|21.98\|20.93\|227746;2026-05-18\|21.70\|2.12\|20.88\|21.99\|20.76\|170409;2026-05-19\|22.56\|3.96\|21.50\|22.70\|21.33\|236391;2026-05-20\|21.48\|-4.79\|22.38\|22.48\|21.38\|189828;2026-05-21\|20.20\|-5.96\|21.55\|22.10\|20.11\|206609;2026-05-22\|20.12\|-0.40\|20.21\|20.48\|19.60\|154770;2026-05-25\|20.01\|-0.55\|20.35\|20.69\|19.56\|150819;2026-05-26\|19.22\|-3.95\|19.70\|19.90\|18.75\|147609;2026-05-27\|18.36\|-4.47\|19.14\|19.28\|18.20\|121406;2026-05-28\|18.64\|1.53\|18.37\|18.75\|17.70\|122720;2026-05-29\|18.10\|-2.90\|19.00\|19.43\|18.03\|146957;2026-06-01\|21.35\|17.96\|18.13\|21.72\|18.11\|410678;2026-06-02\|20.78\|-2.67\|21.74\|21.75\|20.36\|318257;2026-06-03\|20.33\|-2.17\|20.60\|21.25\|20.01\|240410;2026-06-04\|19.53\|-3.94\|19.80\|20.10\|19.27\|191273;2026-06-05\|19.24\|-1.48\|19.51\|19.97\|18.86\|157290;2026-06-08\|19.68\|2.29\|18.21\|20.60\|18.21\|251589;2026-06-09\|19.97\|1.47\|20.08\|20.97\|19.18\|239497;2026-06-10\|18.80\|-5.86\|19.77\|20.50\|18.53\|193431;2026-06-11\|17.75\|-5.59\|18.64\|18.64\|17.52\|160139;2026-06-12\|17.61\|-0.79\|18.07\|18.73\|17.51\|145583;2026-06-15\|18.19\|3.29\|17.61\|18.32\|17.61\|134262;2026-06-16\|18.33\|0.77\|18.09\|18.49\|17.71\|128277;2026-06-17\|17.89\|-2.40\|18.10\|18.43\|17.68\|116727;2026-06-18\|18.22\|1.84\|17.89\|18.38\|17.40\|154501;2026-06-22\|18.23\|0.05\|18.04\|18.29\|17.15\|174884;2026-06-23\|17.44\|-4.33\|18.10\|18.10\|17.24\|133798;2026-06-24\|17.11\|-1.89\|17.50\|17.51\|16.70\|121545;2026-06-25\|16.38\|-4.27\|16.95\|17.10\|16.26\|124288;2026-06-26\|15.40\|-5.98\|16.33\|16.33\|15.35\|119566;2026-06-29\|15.22\|-1.17\|15.60\|15.72\|14.95\|102499;2026-06-30\|15.77\|3.61\|15.09\|15.89\|15.08\|93494;2026-07-01\|16.16\|2.47\|15.68\|16.66\|15.68\|120912;2026-07-02\|15.89\|-1.67\|16.55\|17.45\|15.75\|209521;2026-07-03\|15.49\|-2.52\|15.95\|16.09\|15.42\|118012;2026-07-06\|14.84\|-4.20\|15.49\|15.76\|14.84\|91339;2026-07-07\|14.40\|-2.96\|14.82\|14.90\|14.35\|82099;2026-07-08\|14.78\|2.64\|14.40\|14.99\|14.25\|104740;2026-07-09\|15.24\|3.11\|14.58\|15.42\|14.38\|128083;2026-07-10\|16.05\|5.32\|15.04\|17.39\|15.03\|228955;2026-07-13\|14.81\|-7.73\|15.90\|16.21\|14.63\|141803;2026-07-14\|14.49\|-2.16\|14.88\|15.01\|13.85\|116205;2026-07-15\|14.62\|0.90\|14.40\|15.08\|14.40\|117135;2026-07-16\|14.86\|1.64\|15.14\|16.59\|14.68\|197507;2026-07-17\|13.50\|-9.15\|14.49\|15.30\|13.43\|186596;2026-07-20\|13.33\|-1.26\|13.50\|13.89\|12.80\|161955;2026-07-21\|13.60\|2.03\|13.26\|13.68\|12.30\|141277;2026-07-22\|13.44\|-1.18\|13.40\|13.67\|13.22\|101070;2026-07-23\|13.35\|-0.67\|13.35\|13.50\|13.06\|79786;2026-07-24\|12.65\|-5.24\|13.08\|13.18\|12.65\|89449
41439	Anthropic推出新顶级AI模型	AI推理芯片+端侧AI+人形机器人行业原因： API聚合平台OpenRouter数据显示，2026年2月，中国AI模型调用量三周大涨127%，首次超越美国，且全球前五中占四席。公司原因： 1、据2025年8月27日2025年半年度报告，公司是国内领先的AI推理芯片提供商，拥有DeepEdge10系列芯片及GPNPU架构，已商业化应用于机器人、边缘网关、服务器等场景。 2、据2026年2月12日互动易，在终端，公司计划加强与智能设备制造商的合作，将公司的AI推理芯片应用到其产品中；在边端，公司将以自研芯片、模组及服务器、IP授权等产品形式，面向机器人、无人车、无人机、智慧交通等场景提供高能效、低功率和高实时性要求的算力服务，并不断寻求在使用量级上持续突破。 3、据2025年11月21日互动易，公司参股深圳国创具身智能机器人有限公司，并开发新一代“大脑”芯片DeepXBot系列，用于人形机器人感知、认知、决策与控制推理任务。	公司自主研发的DeepEdge10系列芯片是国内首创的国产大模型推理芯片，与昇腾联合打造智算中心解决方案	2026-03-17\|86.35\|-4.65\|90.99\|92.11\|86.23\|122202;2026-03-18\|89.44\|3.58\|88.00\|89.97\|86.66\|124561;2026-03-19\|86.55\|-3.23\|85.99\|89.13\|85.51\|118667;2026-03-20\|82.00\|-5.26\|87.28\|87.48\|81.90\|125614;2026-03-23\|75.81\|-7.55\|79.50\|81.08\|74.80\|144574;2026-03-24\|79.21\|4.48\|77.25\|81.37\|74.11\|145905;2026-03-25\|79.28\|0.09\|80.00\|81.99\|78.08\|110430;2026-03-26\|75.99\|-4.15\|80.30\|80.40\|75.62\|102181;2026-03-27\|77.32\|1.75\|73.93\|78.16\|73.78\|75914;2026-03-30\|76.32\|-1.29\|76.00\|77.06\|74.75\|63687;2026-03-31\|74.60\|-2.25\|75.89\|77.43\|74.50\|64989;2026-04-01\|78.99\|5.88\|76.50\|80.78\|76.01\|139441;2026-04-02\|74.84\|-5.25\|78.45\|78.80\|74.32\|102486;2026-04-03\|76.37\|2.04\|76.00\|77.99\|75.00\|96958;2026-04-07\|75.51\|-1.13\|76.06\|78.78\|75.27\|123606;2026-04-08\|85.80\|13.63\|78.99\|86.08\|78.52\|205454;2026-04-09\|83.46\|-2.73\|84.13\|85.95\|83.11\|121475;2026-04-10\|84.00\|0.65\|84.90\|86.16\|84.00\|113923;2026-04-13\|86.24\|2.67\|83.00\|87.08\|83.00\|122100;2026-04-14\|88.45\|2.56\|87.06\|91.58\|86.50\|165291;2026-04-15\|89.20\|0.85\|90.00\|92.29\|87.18\|161866;2026-04-16\|91.26\|2.31\|89.77\|92.29\|88.18\|152140;2026-04-17\|92.30\|1.14\|90.99\|94.43\|89.96\|129758;2026-04-20\|93.43\|1.22\|93.91\|97.08\|93.00\|143408;2026-04-21\|91.72\|-1.83\|92.90\|93.26\|89.74\|101857;2026-04-22\|96.00\|4.67\|91.55\|97.58\|90.68\|154050;2026-04-23\|94.25\|-1.82\|96.19\|97.00\|91.60\|134708;2026-04-24\|92.42\|-1.94\|94.53\|99.00\|90.77\|232149;2026-04-27\|88.70\|-4.03\|90.00\|91.00\|87.16\|193314;2026-04-28\|85.24\|-3.90\|87.23\|89.58\|84.85\|136899;2026-04-29\|83.74\|-1.76\|85.50\|85.50\|81.85\|109890;2026-04-30\|88.00\|5.09\|82.50\|89.90\|82.33\|188102;2026-05-06\|87.96\|-0.05\|91.00\|92.60\|87.88\|190419;2026-05-07\|89.77\|2.06\|88.58\|91.60\|87.00\|180021;2026-05-08\|87.11\|-2.96\|90.00\|90.00\|87.00\|150570;2026-05-11\|86.24\|-1.00\|88.85\|88.87\|84.65\|160612;2026-05-12\|84.01\|-2.59\|86.16\|86.41\|82.80\|156400;2026-05-13\|86.80\|3.32\|83.50\|87.77\|82.05\|164848;2026-05-14\|82.90\|-4.49\|88.00\|88.66\|82.18\|168398;2026-05-15\|80.80\|-2.53\|83.40\|85.40\|80.14\|174766;2026-05-18\|82.75\|2.41\|81.30\|85.14\|80.93\|145490;2026-05-19\|85.40\|3.20\|83.00\|85.84\|80.01\|172860;2026-05-20\|83.58\|-2.13\|84.19\|86.27\|83.05\|129751;2026-05-21\|77.50\|-7.27\|84.66\|85.18\|77.26\|175696;2026-05-22\|78.50\|1.29\|78.97\|79.43\|76.43\|120854;2026-05-25\|79.70\|1.53\|78.80\|81.44\|77.88\|121460;2026-05-26\|77.01\|-3.38\|79.71\|79.90\|75.50\|121094;2026-05-27\|74.26\|-3.57\|77.62\|78.19\|73.80\|107159;2026-05-28\|73.40\|-1.16\|74.50\|74.60\|71.85\|102479;2026-05-29\|68.55\|-6.61\|73.98\|74.44\|67.89\|130433;2026-06-01\|65.96\|-3.78\|68.70\|69.28\|65.90\|108757;2026-06-02\|64.81\|-1.74\|66.66\|67.28\|64.38\|108639;2026-06-03\|66.04\|1.90\|65.00\|67.85\|64.01\|122333;2026-06-04\|64.39\|-2.50\|65.05\|65.50\|63.85\|90851;2026-06-05\|63.76\|-0.98\|63.90\|65.99\|62.26\|97223;2026-06-08\|62.26\|-2.35\|61.50\|64.11\|61.27\|100829;2026-06-09\|64.22\|3.15\|63.00\|64.40\|61.31\|103082;2026-06-10\|63.91\|-0.48\|63.46\|69.19\|63.05\|155762;2026-06-11\|62.10\|-2.83\|63.80\|63.90\|61.50\|103799;2026-06-12\|61.16\|-1.51\|63.01\|63.80\|61.00\|130172;2026-06-15\|63.89\|4.46\|61.56\|64.44\|61.56\|105096;2026-06-16\|73.50\|15.04\|64.90\|75.00\|64.80\|263434;2026-06-17\|74.00\|0.68\|71.77\|74.75\|71.37\|187081;2026-06-18\|75.63\|2.20\|74.35\|78.78\|74.35\|191051;2026-06-22\|73.61\|-2.67\|75.30\|76.05\|70.51\|175908;2026-06-23\|71.71\|-2.58\|73.65\|76.20\|71.00\|125581;2026-06-24\|75.76\|5.65\|71.99\|77.12\|69.91\|155359;2026-06-25\|75.94\|0.24\|75.61\|77.77\|72.75\|177492;2026-06-26\|70.33\|-7.39\|74.63\|75.10\|70.33\|135700;2026-06-29\|77.45\|10.12\|70.92\|78.79\|70.66\|226786;2026-06-30\|81.66\|5.44\|76.60\|84.97\|76.30\|214063;2026-07-01\|81.52\|-0.17\|82.56\|86.49\|80.00\|193405;2026-07-02\|82.34\|1.01\|80.46\|86.20\|78.60\|212954;2026-07-03\|82.70\|0.44\|81.90\|86.20\|81.90\|157941;2026-07-06\|80.48\|-2.68\|83.03\|84.38\|79.60\|153395;2026-07-07\|79.47\|-1.25\|79.41\|83.50\|78.33\|154705;2026-07-08\|86.06\|8.29\|80.84\|88.83\|80.70\|309007;2026-07-09\|88.88\|3.28\|85.98\|89.38\|83.89\|245668;2026-07-10\|87.13\|-1.97\|87.11\|92.57\|85.10\|262917;2026-07-13\|84.16\|-3.41\|87.21\|90.76\|83.00\|206474;2026-07-14\|85.28\|1.33\|84.70\|86.17\|79.98\|209567;2026-07-15\|81.90\|-3.96\|85.99\|86.47\|79.63\|151264;2026-07-16\|80.59\|-1.60\|80.59\|86.19\|79.98\|159818;2026-07-17\|69.75\|-13.45\|80.37\|81.57\|68.76\|209067;2026-07-20\|67.89\|-2.67\|71.78\|73.26\|65.58\|209595;2026-07-21\|71.00\|4.58\|69.00\|71.27\|64.14\|172284;2026-07-22\|74.93\|5.54\|69.99\|77.29\|69.60\|202780;2026-07-23\|67.87\|-9.42\|74.90\|76.22\|67.62\|165575;2026-07-24\|66.66\|-1.78\|66.52\|69.61\|66.14\|103439
41438	Anthropic推出新顶级AI模型	AI运维+算力可观测行业原因：近日OpenClaw爆火催生算力需求。阿里云3月4日公告，因阿里云Coding Plan订阅太火爆，模型API调用量暴涨，开启限量供应。MiniMax3月2日公告，M2模型token用量在2026年2月相较2025年12月增长至6倍，其中来自Coding Plan的token消耗量增长超过10倍。公司原因： 1、据2025年4月26日年报，公司核心产品Bonree ONE集成AI大模型，实现根因分析与智能巡检，并已在金融客户试用，计划年内发布AI经典场景新版本。 2、据2025年4月26日年报，2024H1公司以20.7%市占率位列中国应用性能监控及可观测性市场第一，产品已覆盖算力调度全链路观测，获信通院“算力服务领航者计划”优秀案例。 3、据2026年2月27日互动易，火山引擎已采用公司探针将监控数据接入APMPlus，双方将在数据采集与分析深化合作。	公司核心产品Bonree ONE一体化智能可观测平台，探索实现Agent+ LLM+Knowledge+Workflow相结合的故障诊断场景，可用于监测token消耗等功能	2026-03-17\|91.38\|-7.01\|97.82\|97.82\|91.20\|19901;2026-03-18\|98.43\|7.71\|92.80\|99.79\|92.80\|34572;2026-03-19\|98.57\|0.14\|95.00\|102.93\|94.66\|32285;2026-03-20\|90.30\|-8.39\|100.21\|100.84\|89.88\|30552;2026-03-23\|81.66\|-9.57\|87.45\|89.50\|81.00\|26875;2026-03-24\|84.78\|3.82\|86.00\|86.00\|80.18\|31017;2026-03-25\|93.20\|9.93\|87.49\|100.23\|87.01\|40260;2026-03-26\|88.52\|-5.02\|94.13\|94.29\|87.80\|23384;2026-03-27\|92.56\|4.56\|87.99\|95.00\|86.05\|30280;2026-03-30\|90.30\|-2.44\|92.00\|94.03\|86.20\|23076;2026-03-31\|84.50\|-6.42\|88.66\|89.99\|84.10\|19753;2026-04-01\|85.94\|1.70\|89.00\|89.89\|84.67\|25560;2026-04-02\|79.54\|-7.45\|84.01\|84.99\|78.72\|24124;2026-04-03\|79.25\|-0.36\|80.98\|82.50\|78.16\|21400;2026-04-07\|78.25\|-1.26\|79.01\|80.50\|77.53\|12581;2026-04-08\|90.57\|15.74\|83.98\|91.49\|82.01\|30995;2026-04-09\|87.24\|-3.68\|89.06\|89.72\|86.28\|21770;2026-04-10\|84.85\|-2.74\|88.98\|90.09\|84.68\|20457;2026-04-13\|86.11\|1.49\|84.48\|88.64\|82.75\|22384;2026-04-14\|90.55\|5.16\|88.02\|91.88\|88.02\|26011;2026-04-15\|89.20\|-1.49\|91.15\|93.33\|88.10\|23555;2026-04-16\|91.81\|2.93\|90.53\|94.33\|89.50\|27555;2026-04-17\|89.58\|-2.43\|90.80\|91.50\|88.54\|22286;2026-04-20\|88.35\|-1.37\|88.70\|91.10\|87.70\|19592;2026-04-21\|86.35\|-2.26\|89.55\|89.55\|84.11\|17335;2026-04-22\|96.19\|11.40\|86.56\|97.50\|84.35\|41627;2026-04-23\|94.04\|-2.24\|93.50\|97.58\|92.80\|23570;2026-04-24\|92.00\|-2.17\|93.39\|94.80\|88.80\|23579;2026-04-27\|89.85\|-2.34\|90.34\|91.45\|88.66\|18860;2026-04-28\|84.05\|-6.46\|87.06\|87.90\|83.54\|21994;2026-04-29\|86.20\|2.56\|82.80\|88.60\|82.32\|17014;2026-04-30\|86.08\|-0.14\|85.93\|87.99\|84.50\|14432;2026-05-06\|95.40\|10.83\|88.90\|97.55\|88.90\|35879;2026-05-07\|98.25\|2.99\|97.66\|100.48\|94.13\|27949;2026-05-08\|105.20\|7.07\|112.06\|117.00\|102.52\|76458;2026-05-11\|101.40\|-3.61\|103.00\|104.49\|99.02\|46066;2026-05-12\|100.41\|-0.98\|99.50\|105.00\|98.07\|37718;2026-05-13\|98.70\|-1.70\|98.41\|101.70\|95.88\|38122;2026-05-14\|90.50\|-8.31\|98.99\|100.80\|90.50\|41170;2026-05-15\|92.22\|1.90\|90.26\|94.04\|88.26\|33178;2026-05-18\|92.19\|-0.03\|90.00\|92.83\|89.17\|22138;2026-05-19\|100.99\|9.55\|92.00\|101.00\|91.01\|42931;2026-05-20\|97.28\|-3.67\|100.55\|103.98\|96.00\|28250;2026-05-21\|90.65\|-6.82\|96.00\|98.99\|90.00\|26722;2026-05-22\|97.03\|7.04\|92.00\|98.27\|89.60\|26613;2026-05-25\|94.75\|-2.35\|98.81\|98.81\|92.34\|23560;2026-05-26\|90.08\|-4.93\|94.00\|94.00\|87.68\|20804;2026-05-27\|85.56\|-5.02\|89.26\|91.33\|84.50\|21409;2026-05-28\|89.31\|4.38\|85.56\|89.55\|83.47\|15215;2026-05-29\|81.30\|-8.97\|91.00\|92.30\|80.02\|30420;2026-06-01\|88.51\|8.87\|73.52\|91.99\|73.52\|43880;2026-06-02\|99.27\|12.16\|90.00\|101.58\|87.35\|48383;2026-06-03\|97.69\|-1.59\|97.21\|103.66\|96.20\|37376;2026-06-04\|94.94\|-2.81\|97.00\|99.51\|93.85\|25965;2026-06-05\|92.00\|-3.10\|94.00\|96.00\|91.00\|19176;2026-06-08\|86.80\|-5.65\|88.10\|91.00\|85.05\|17748;2026-06-09\|86.30\|-0.58\|88.54\|88.89\|84.30\|23631;2026-06-10\|83.78\|-2.92\|85.57\|87.90\|81.97\|16750;2026-06-11\|82.06\|-2.05\|82.88\|83.77\|79.40\|16539;2026-06-12\|84.27\|2.69\|83.25\|88.45\|83.25\|18053;2026-06-15\|86.26\|2.36\|83.99\|86.48\|82.39\|15180;2026-06-16\|89.76\|4.06\|86.00\|92.77\|85.05\|22581;2026-06-17\|89.01\|-0.84\|89.00\|91.20\|86.51\|16800;2026-06-18\|86.70\|-2.60\|89.67\|92.12\|86.59\|16757;2026-06-22\|85.72\|-1.13\|88.43\|88.43\|82.20\|16866;2026-06-23\|82.80\|-3.41\|85.85\|85.85\|81.91\|12273;2026-06-24\|81.17\|-1.97\|83.67\|83.67\|79.23\|12955;2026-06-25\|77.77\|-4.19\|80.41\|81.23\|75.91\|17567;2026-06-26\|74.06\|-4.77\|77.22\|77.22\|73.27\|15282;2026-06-29\|74.38\|0.43\|74.06\|75.96\|71.88\|13423;2026-06-30\|76.70\|3.12\|74.38\|77.57\|72.58\|15462;2026-07-01\|85.00\|10.82\|76.00\|85.97\|75.69\|30017;2026-07-02\|81.90\|-3.65\|86.66\|86.66\|81.90\|22413;2026-07-03\|80.75\|-1.40\|82.96\|84.14\|80.00\|17618;2026-07-06\|78.10\|-3.28\|80.13\|81.07\|77.50\|12053;2026-07-07\|76.00\|-2.69\|78.00\|79.42\|75.55\|14401;2026-07-08\|76.35\|0.46\|76.96\|78.94\|75.00\|11459;2026-07-09\|78.98\|3.44\|76.60\|79.10\|74.77\|11377;2026-07-10\|76.50\|-3.14\|78.00\|81.78\|76.50\|14224;2026-07-13\|72.94\|-4.65\|75.13\|76.50\|72.80\|12794;2026-07-14\|72.89\|-0.07\|71.00\|73.70\|69.66\|9779;2026-07-15\|70.68\|-3.03\|72.70\|73.90\|69.86\|5857;2026-07-16\|69.89\|-1.12\|70.40\|72.00\|69.66\|6354;2026-07-17\|65.90\|-5.71\|69.67\|71.52\|65.63\|12225;2026-07-20\|61.99\|-5.93\|67.00\|67.50\|61.55\|12776;2026-07-21\|62.86\|1.40\|62.00\|64.60\|56.90\|11002;2026-07-22\|61.60\|-2.00\|61.97\|64.34\|60.50\|8174;2026-07-23\|61.31\|-0.47\|61.71\|62.69\|59.51\|6446;2026-07-24\|59.54\|-2.89\|59.50\|61.17\|58.51\|7137
41437	Anthropic推出新顶级AI模型	AI营销+出海营销+广东国资行业原因： 1、当地时间周二，Anthropic正式推出了其新一代“前沿模型” Mythos的预览版本，被内部誉为“迄今最强大”的AI。 2、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。国元证券指出，2026年AI产业进入产业与场景赋能关键期。公司原因： 1、据2024年年度报告，公司打造灵犀AI平台，应用AIGC技术于文案、创意图像等全营销流程，驱动数字营销业务增长。 2、据2025年9月19日投资者关系活动记录，公司构建品牌全球化整合营销平台，承接品牌、游戏、APP及跨境电商客户出海需求，2024年海外业务营收同比增长89.33%。 3、据互动易及公司披露信息，公司控股股东为广东省广新控股集团，最终控制人为广东省国资委，具备广东国资背景。	公司自主研发 “灵犀 AI”，依托自有 IDC 集群和阿里云混合云等技术，整合多方 AI 服务，具备自然语言处理、图像生成等功能，可辅助行业报告撰写、创意设计等全营销流程；与华南理工大学成立 “AIGC 智能传播研究院”，探索 AI 在智能传播领域的应用	2026-03-17\|9.09\|-1.84\|9.26\|9.36\|9.07\|532647;2026-03-18\|9.23\|1.54\|9.09\|9.24\|9.04\|510743;2026-03-19\|9.04\|-2.06\|9.08\|9.15\|8.98\|549354;2026-03-20\|8.73\|-3.43\|9.05\|9.11\|8.72\|607302;2026-03-23\|8.22\|-5.84\|8.61\|8.65\|8.15\|821638;2026-03-24\|8.47\|3.04\|8.37\|8.47\|8.22\|647002;2026-03-25\|8.66\|2.24\|8.51\|8.67\|8.51\|513584;2026-03-26\|8.52\|-1.62\|8.66\|8.69\|8.46\|467575;2026-03-27\|8.63\|1.29\|8.39\|8.68\|8.37\|445925;2026-03-30\|8.70\|0.81\|8.50\|8.73\|8.48\|451159;2026-03-31\|8.53\|-1.95\|8.62\|8.78\|8.52\|662008;2026-04-01\|8.85\|3.75\|8.69\|9.19\|8.53\|1966814;2026-04-02\|8.34\|-5.76\|8.67\|8.67\|8.27\|1659422;2026-04-03\|7.88\|-5.52\|8.41\|8.42\|7.88\|1202635;2026-04-07\|7.96\|1.02\|7.89\|8.06\|7.86\|651731;2026-04-08\|8.76\|10.05\|8.21\|8.76\|8.17\|2211614;2026-04-09\|8.58\|-2.05\|8.55\|8.66\|8.47\|1541877;2026-04-10\|8.63\|0.58\|8.73\|8.83\|8.62\|1151278;2026-04-13\|8.61\|-0.23\|8.53\|8.64\|8.51\|626677;2026-04-14\|8.74\|1.51\|8.75\|8.81\|8.60\|991870;2026-04-15\|8.60\|-1.60\|8.74\|8.82\|8.55\|717709;2026-04-16\|8.88\|3.26\|8.65\|8.96\|8.65\|1361215;2026-04-17\|8.93\|0.56\|8.86\|8.97\|8.78\|923729;2026-04-20\|9.16\|2.58\|8.89\|9.27\|8.87\|1344580;2026-04-21\|8.95\|-2.29\|9.08\|9.16\|8.88\|1022774;2026-04-22\|8.92\|-0.34\|8.87\|8.93\|8.77\|775300;2026-04-23\|8.92\|0.00\|8.95\|9.14\|8.85\|1099250;2026-04-24\|8.72\|-2.24\|8.80\|8.85\|8.58\|897737;2026-04-27\|8.58\|-1.61\|8.69\|8.69\|8.45\|693214;2026-04-28\|8.24\|-3.96\|8.46\|8.50\|8.20\|781307;2026-04-29\|8.48\|2.91\|8.27\|8.59\|8.26\|666511;2026-04-30\|8.96\|5.66\|8.49\|9.18\|8.41\|1553527;2026-05-06\|9.64\|7.59\|9.36\|9.86\|9.36\|2696797;2026-05-07\|9.81\|1.76\|9.70\|9.86\|9.55\|1942443;2026-05-08\|9.59\|-2.24\|9.88\|9.88\|9.58\|1388412;2026-05-11\|9.52\|-0.73\|9.64\|9.75\|9.45\|1047930;2026-05-12\|9.24\|-2.94\|9.60\|9.60\|9.13\|1358222;2026-05-13\|9.30\|0.65\|9.20\|9.34\|9.10\|953354;2026-05-14\|8.74\|-6.02\|9.46\|9.55\|8.73\|1508177;2026-05-15\|8.88\|1.60\|8.75\|9.40\|8.75\|1693508;2026-05-18\|8.95\|0.79\|8.88\|9.07\|8.77\|1141401;2026-05-19\|9.09\|1.56\|8.90\|9.30\|8.87\|1416263;2026-05-20\|8.67\|-4.62\|9.00\|9.01\|8.56\|1161921;2026-05-21\|8.37\|-3.46\|8.70\|8.87\|8.34\|1048534;2026-05-22\|8.37\|0.00\|8.42\|8.46\|8.20\|710345;2026-05-25\|8.24\|-1.55\|8.40\|8.50\|8.15\|727308;2026-05-26\|8.05\|-2.31\|8.13\|8.14\|7.95\|718281;2026-05-27\|8.00\|-0.62\|8.13\|8.20\|7.94\|741134;2026-05-28\|8.17\|2.12\|7.94\|8.20\|7.86\|906464;2026-05-29\|8.12\|-0.61\|8.18\|8.37\|8.08\|1014687;2026-06-01\|8.52\|4.93\|8.08\|8.55\|8.06\|1274963;2026-06-02\|8.16\|-4.23\|8.48\|8.49\|8.09\|1012973;2026-06-03\|7.94\|-2.70\|8.06\|8.07\|7.88\|800362;2026-06-04\|7.61\|-4.16\|7.86\|7.87\|7.53\|980324;2026-06-05\|7.44\|-2.23\|7.61\|7.74\|7.35\|764260;2026-06-08\|7.28\|-2.15\|7.18\|7.52\|7.16\|658531;2026-06-09\|7.33\|0.69\|7.35\|7.44\|7.17\|585758;2026-06-10\|7.22\|-1.50\|7.21\|7.46\|7.18\|671220;2026-06-11\|6.86\|-4.99\|7.18\|7.18\|6.82\|810820;2026-06-12\|7.00\|2.04\|7.00\|7.08\|6.87\|693968;2026-06-15\|7.12\|1.71\|7.02\|7.17\|7.02\|535188;2026-06-16\|7.14\|0.28\|7.07\|7.18\|6.95\|621146;2026-06-17\|7.01\|-1.82\|7.12\|7.12\|6.94\|511677;2026-06-18\|6.99\|-0.29\|7.00\|7.12\|6.91\|553924;2026-06-22\|7.06\|1.00\|6.92\|7.07\|6.79\|709161;2026-06-23\|6.79\|-3.82\|6.99\|7.07\|6.75\|678704;2026-06-24\|6.70\|-1.33\|6.78\|6.78\|6.55\|626583;2026-06-25\|6.56\|-2.09\|6.67\|6.73\|6.52\|550800;2026-06-26\|6.26\|-4.57\|6.53\|6.53\|6.25\|737188;2026-06-29\|6.19\|-1.12\|6.26\|6.33\|6.15\|525122;2026-06-30\|6.31\|1.94\|6.21\|6.35\|6.16\|508339;2026-07-01\|6.39\|1.27\|6.28\|6.48\|6.26\|581663;2026-07-02\|6.44\|0.78\|6.60\|6.84\|6.39\|1363314;2026-07-03\|6.22\|-3.42\|6.43\|6.44\|6.17\|907733;2026-07-06\|6.03\|-3.05\|6.19\|6.29\|6.02\|602295;2026-07-07\|5.84\|-3.15\|6.01\|6.08\|5.83\|504768;2026-07-08\|5.92\|1.37\|5.83\|5.99\|5.77\|592929;2026-07-09\|5.98\|1.01\|5.87\|6.03\|5.79\|632215;2026-07-10\|6.19\|3.51\|5.93\|6.38\|5.84\|1111838;2026-07-13\|5.82\|-5.98\|6.12\|6.24\|5.82\|797606;2026-07-14\|5.79\|-0.52\|5.81\|5.85\|5.62\|531908;2026-07-15\|5.92\|2.25\|5.77\|6.00\|5.76\|634650;2026-07-16\|6.05\|2.20\|5.87\|6.13\|5.84\|750891;2026-07-17\|5.79\|-4.30\|6.03\|6.17\|5.76\|787452;2026-07-20\|5.87\|1.38\|5.83\|5.98\|5.74\|644725;2026-07-21\|6.03\|2.73\|5.86\|6.06\|5.78\|826387;2026-07-22\|5.94\|-1.49\|5.95\|6.02\|5.90\|578770;2026-07-23\|6.07\|2.19\|5.92\|6.08\|5.88\|568267;2026-07-24\|5.80\|-4.45\|5.98\|6.02\|5.80\|577622
41436	Anthropic推出新顶级AI模型	AI应用+出海营销+业绩预增行业原因： 1、当地时间周二，Anthropic正式推出了其新一代“前沿模型” Mythos的预览版本，被内部誉为“迄今最强大”的AI。 2、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。国元证券指出，2026年AI产业进入产业与场景赋能关键期。公司原因： 1、据2025年8月27日半年报，BlueAI技术矩阵已孵化数十个垂直场景智能体，推动AI驱动的敏捷营销在出海与国内场景规模化落地，2025年上半年出海收入270.05亿元，占总营收超八成，公司位列全球营销集团前十。 2、据2026年1月29日业绩预告，公司预计2025年度净利润1.80–2.20亿元，同比增长161.92%–175.69%，主因出海业务持续增长、减值损失减少及费用管控改善。 3、据2025年4月25日年报，公司2024年营业收入607.97亿元，同比增长15.55%，并入选文化和旅游部“国家文化产业示范基地”，连续多年跻身WARC全球最佳控股公司前十。	公司大力推进AI营销，接入文心4.5系列开源模型，赋能 BlueAI 营销平台，应用于社媒内容分析、视频理解处理等场景，提升营销前策数据处理效率与准确性	2026-03-17\|15.18\|-1.43\|15.48\|15.98\|15.17\|2715039;2026-03-18\|15.48\|1.98\|15.48\|15.57\|15.14\|1987799;2026-03-19\|14.97\|-3.29\|15.14\|15.22\|14.90\|2058233;2026-03-20\|14.51\|-3.07\|15.09\|15.15\|14.50\|1908969;2026-03-23\|13.62\|-6.13\|14.29\|14.40\|13.50\|2400767;2026-03-24\|13.92\|2.20\|13.96\|14.03\|13.50\|1967897;2026-03-25\|14.41\|3.52\|13.98\|14.62\|13.98\|2257592;2026-03-26\|14.06\|-2.43\|14.34\|14.63\|13.95\|1514506;2026-03-27\|14.26\|1.42\|13.85\|14.49\|13.85\|1910188;2026-03-30\|14.40\|0.98\|14.04\|14.40\|13.92\|1528623;2026-03-31\|14.80\|2.78\|14.34\|15.26\|14.33\|4858636;2026-04-01\|14.59\|-1.42\|15.15\|15.23\|14.33\|3910415;2026-04-02\|13.86\|-5.00\|14.40\|14.40\|13.77\|2926647;2026-04-03\|13.37\|-3.54\|13.97\|14.02\|13.31\|2173657;2026-04-07\|13.59\|1.65\|13.58\|13.85\|13.34\|1730469;2026-04-08\|16.31\|20.01\|14.16\|16.31\|14.16\|5841316;2026-04-09\|16.66\|2.15\|16.40\|16.95\|16.14\|8650743;2026-04-10\|16.49\|-1.02\|16.67\|17.09\|16.44\|5474691;2026-04-13\|16.54\|0.30\|16.16\|16.97\|16.00\|4381318;2026-04-14\|17.27\|4.41\|16.93\|17.48\|16.80\|6584452;2026-04-15\|16.43\|-4.86\|17.13\|17.40\|16.31\|5033501;2026-04-16\|17.20\|4.69\|16.85\|17.73\|16.82\|6067501;2026-04-17\|18.00\|4.65\|16.96\|18.22\|16.74\|7392313;2026-04-20\|19.53\|8.50\|17.93\|20.69\|17.65\|7922451;2026-04-21\|18.79\|-3.79\|19.12\|19.65\|18.62\|5671759;2026-04-22\|19.24\|2.39\|18.70\|19.56\|18.46\|5798509;2026-04-23\|19.00\|-1.25\|19.40\|20.41\|18.86\|7239183;2026-04-24\|17.40\|-8.42\|18.08\|18.37\|17.25\|6485773;2026-04-27\|17.27\|-0.75\|17.41\|17.67\|17.18\|3803360;2026-04-28\|16.69\|-3.36\|17.02\|17.24\|16.56\|3447446;2026-04-29\|17.39\|4.19\|16.88\|17.71\|16.80\|4321725;2026-04-30\|17.12\|-1.55\|17.22\|17.58\|17.02\|2882464;2026-05-06\|18.05\|5.43\|17.70\|18.31\|17.70\|4642224;2026-05-07\|19.30\|6.93\|18.13\|19.85\|17.92\|7643619;2026-05-08\|18.69\|-3.16\|19.70\|19.88\|18.57\|7002144;2026-05-11\|18.93\|1.28\|18.88\|19.65\|18.59\|6033783;2026-05-12\|18.21\|-3.80\|18.62\|18.88\|18.01\|4451271;2026-05-13\|18.84\|3.46\|18.01\|18.98\|17.61\|4546204;2026-05-14\|17.35\|-7.91\|19.25\|19.39\|17.31\|4656848;2026-05-15\|17.66\|1.79\|17.50\|18.49\|17.50\|4158805;2026-05-18\|17.90\|1.36\|17.19\|18.39\|17.09\|3369230;2026-05-19\|18.60\|3.91\|17.73\|19.00\|17.53\|5026039;2026-05-20\|17.69\|-4.89\|18.25\|18.44\|17.50\|3853419;2026-05-21\|17.63\|-0.34\|17.80\|18.55\|17.34\|4140823;2026-05-22\|17.11\|-2.95\|17.20\|17.50\|16.76\|3346293;2026-05-25\|16.78\|-1.93\|17.46\|17.66\|16.66\|3061600;2026-05-26\|16.25\|-3.16\|16.43\|16.45\|15.76\|3491018;2026-05-27\|15.77\|-2.95\|16.35\|16.65\|15.74\|2936261;2026-05-28\|16.16\|2.47\|15.71\|16.35\|15.41\|3048817;2026-05-29\|16.70\|3.34\|16.70\|17.31\|16.46\|4773214;2026-06-01\|17.96\|7.54\|16.83\|18.30\|16.65\|6019377;2026-06-02\|17.09\|-4.84\|17.72\|17.73\|16.66\|4493807;2026-06-03\|16.55\|-3.16\|16.65\|16.99\|16.04\|3490172;2026-06-04\|15.91\|-3.87\|16.20\|16.22\|15.72\|2790035;2026-06-05\|15.49\|-2.64\|16.16\|16.35\|15.38\|2771441;2026-06-08\|15.05\|-2.84\|14.61\|15.73\|14.57\|2500180;2026-06-09\|15.56\|3.39\|15.20\|15.70\|14.81\|2431396;2026-06-10\|14.75\|-5.21\|15.19\|15.47\|14.61\|2359721;2026-06-11\|14.41\|-2.31\|14.62\|14.74\|14.23\|1939478;2026-06-12\|14.36\|-0.35\|14.59\|14.97\|14.31\|2021349;2026-06-15\|15.07\|4.94\|14.63\|15.15\|14.63\|2379752;2026-06-16\|15.08\|0.07\|15.00\|15.34\|14.73\|2239892;2026-06-17\|14.95\|-0.86\|14.88\|15.03\|14.74\|1908592;2026-06-18\|15.25\|2.01\|14.85\|15.60\|14.65\|3162565;2026-06-22\|16.02\|5.05\|14.99\|16.12\|14.89\|3995995;2026-06-23\|14.78\|-7.74\|15.71\|15.90\|14.71\|3488866;2026-06-24\|14.75\|-0.20\|14.70\|15.05\|14.33\|2144471;2026-06-25\|14.10\|-4.41\|14.55\|14.65\|14.00\|2792140;2026-06-26\|13.41\|-4.83\|14.01\|14.15\|13.41\|2477088;2026-06-29\|13.22\|-1.42\|13.52\|13.94\|13.01\|2216933;2026-06-30\|13.76\|4.08\|13.33\|13.83\|13.11\|2161945;2026-07-01\|13.92\|1.16\|13.76\|14.30\|13.62\|2628987;2026-07-02\|14.23\|2.23\|14.61\|15.18\|13.78\|5308881;2026-07-03\|13.20\|-7.24\|13.69\|13.82\|13.15\|3542089;2026-07-06\|12.48\|-5.45\|13.12\|13.42\|12.47\|2591607;2026-07-07\|12.30\|-1.44\|12.44\|12.74\|12.20\|1745499;2026-07-08\|12.46\|1.30\|12.24\|12.73\|12.00\|2132550;2026-07-09\|12.93\|3.77\|12.28\|13.19\|12.12\|3003523;2026-07-10\|13.81\|6.81\|12.65\|14.78\|12.59\|5510122;2026-07-13\|12.78\|-7.46\|13.53\|13.93\|12.73\|2986571;2026-07-14\|12.42\|-2.82\|12.75\|12.96\|11.86\|2509102;2026-07-15\|12.68\|2.09\|12.50\|13.14\|12.42\|2728291;2026-07-16\|13.23\|4.34\|12.76\|13.47\|12.50\|3625694;2026-07-17\|12.14\|-8.24\|13.00\|13.73\|12.10\|3812559;2026-07-20\|12.14\|0.00\|12.23\|12.64\|11.65\|2996122;2026-07-21\|12.59\|3.71\|12.02\|12.60\|11.42\|3229303;2026-07-22\|11.98\|-4.85\|12.30\|12.53\|11.88\|2532851;2026-07-23\|11.95\|-0.25\|11.98\|12.21\|11.76\|1838901;2026-07-24\|11.21\|-6.19\|11.60\|11.65\|11.20\|2045459
41435	Anthropic推出新顶级AI模型	AI营销+字节概念+持股中书艺莲+VR文旅行业原因： 1、据证券时报，受Okta和Snowflake强劲业绩的推动，美股软件股上周大幅飙升，这表明一些公司抵御人工智能颠覆的能力超出了华尔街的预期。 2、据央视财经5月26日报道，近两年海外短剧市场快速扩张，AI为短剧出海带来新机遇。广州一家短剧今年AI短剧出海订单激增，相关成片产出同比增长5倍，预计全年增幅可达50倍。公司原因： 1、据2026年5月21日业绩说明会，字节跳动是公司主要供应商之一，公司代理销售包括今日头条、抖音等产品的信息流广告业务；据2025年年报，公司为客户提供基于今日头条、抖音等流量通道的精准广告投放及广告代运营服务。 2、据证券时报e公司2026年2月1日报道，李亚鹏为北京中书艺莲网络科技有限公司的法定代表人及实际控制人，而天地在线持有该公司16.67%的股权。双方曾在“国潮文创”直播专场等方面展开合作，中书艺莲旗下的“艺莲文创”也为李亚鹏的直播业务提供供应链支持与运营服务。 3、据2026年5月21日业绩说明会，公司构建“文化IP+VR体验+数字衍生”模式，推动VR大空间业务向文旅场景拓展，出品首部秦朝历史背景VR作品《尘封的帝国》获行业奖项，相关体验项目已在广州、北京等多地落地；据2025年年报，子公司启元天地凭该作品获金鸡虚拟现实电影季《年度最佳文化传播》等奖项。	公司在自身数字营销及虚拟数字业务的基础上，已尝试在AI数字人、企业AI助手等应用产品上探索布局，参股公司世优科技推出“世优波塔A 数字人智能体已与Deepseek的通用人工智能(AGI)能力结合	2026-03-17\|26.11\|5.41\|25.75\|26.90\|25.30\|455211;2026-03-18\|26.12\|0.04\|26.24\|26.69\|25.39\|273676;2026-03-19\|26.69\|2.18\|26.11\|27.19\|25.98\|330701;2026-03-20\|26.10\|-2.21\|26.10\|26.80\|25.40\|249196;2026-03-23\|23.49\|-10.00\|24.00\|24.50\|23.49\|44583;2026-03-24\|22.89\|-2.55\|21.60\|23.29\|21.21\|320896;2026-03-25\|22.45\|-1.92\|22.11\|23.55\|22.03\|257591;2026-03-26\|21.50\|-4.23\|22.63\|22.83\|21.33\|183636;2026-03-27\|23.65\|10.00\|21.39\|23.65\|21.13\|117469;2026-03-30\|22.42\|-5.20\|23.49\|23.49\|21.68\|207715;2026-03-31\|24.66\|9.99\|22.80\|24.66\|22.63\|133193;2026-04-01\|24.24\|-1.70\|25.20\|25.40\|24.00\|312016;2026-04-02\|23.28\|-3.96\|24.13\|24.24\|23.13\|180030;2026-04-03\|21.85\|-6.14\|23.69\|23.88\|21.84\|151796;2026-04-07\|22.51\|3.02\|22.11\|23.80\|21.92\|170257;2026-04-08\|24.76\|10.00\|23.18\|24.76\|22.76\|198345;2026-04-09\|24.84\|0.32\|24.75\|25.28\|24.16\|301417;2026-04-10\|24.21\|-2.54\|25.11\|25.20\|24.21\|176523;2026-04-13\|24.16\|-0.21\|24.26\|24.33\|23.87\|123198;2026-04-14\|24.31\|0.62\|24.41\|24.65\|24.01\|169000;2026-04-15\|23.32\|-4.07\|24.29\|24.29\|23.24\|155893;2026-04-16\|24.23\|3.90\|23.73\|24.39\|23.29\|176267;2026-04-17\|23.89\|-1.40\|24.05\|24.09\|23.33\|125582;2026-04-20\|24.25\|1.51\|23.70\|24.35\|23.53\|132324;2026-04-21\|23.64\|-2.52\|24.02\|24.10\|23.40\|105292;2026-04-22\|23.02\|-2.62\|23.60\|23.60\|22.66\|99295;2026-04-23\|22.37\|-2.82\|23.00\|23.30\|22.18\|100754;2026-04-24\|21.77\|-2.68\|22.02\|22.36\|21.26\|100618;2026-04-27\|21.68\|-0.41\|21.56\|21.82\|20.81\|83839;2026-04-28\|21.02\|-3.04\|21.58\|21.58\|20.84\|74646;2026-04-29\|21.83\|3.85\|21.05\|22.32\|21.05\|115723;2026-04-30\|22.40\|2.61\|21.80\|22.56\|21.79\|91718;2026-05-06\|22.65\|1.12\|22.50\|22.80\|22.45\|75425;2026-05-07\|23.51\|3.80\|22.70\|23.51\|22.56\|115995;2026-05-08\|23.58\|0.30\|23.51\|23.94\|23.43\|102236;2026-05-11\|23.38\|-0.85\|23.62\|23.95\|23.28\|84472;2026-05-12\|22.95\|-1.84\|23.40\|23.54\|22.78\|59769;2026-05-13\|22.88\|-0.30\|22.87\|23.14\|22.68\|55424;2026-05-14\|22.06\|-3.58\|23.04\|23.90\|21.95\|65417;2026-05-15\|22.42\|1.63\|22.06\|24.04\|22.03\|137343;2026-05-18\|22.26\|-0.71\|22.33\|22.77\|22.03\|70441;2026-05-19\|22.58\|1.44\|22.36\|23.50\|22.02\|107989;2026-05-20\|21.70\|-3.90\|22.31\|22.54\|21.59\|90080;2026-05-21\|20.40\|-5.99\|21.60\|21.82\|20.36\|80403;2026-05-22\|20.09\|-1.52\|20.41\|20.65\|20.01\|61243;2026-05-25\|19.64\|-2.24\|20.09\|20.60\|19.42\|63219;2026-05-26\|19.03\|-3.11\|19.41\|19.47\|18.70\|61614;2026-05-27\|18.86\|-0.89\|19.03\|19.32\|18.71\|57322;2026-05-28\|20.75\|10.02\|20.70\|20.75\|20.70\|45072;2026-05-29\|22.83\|10.02\|21.50\|22.83\|21.30\|187081;2026-06-01\|25.11\|9.99\|22.83\|25.11\|21.86\|296849;2026-06-02\|26.00\|3.54\|27.43\|27.62\|24.41\|520825;2026-06-03\|25.03\|-3.73\|24.58\|25.96\|24.58\|380774;2026-06-04\|23.62\|-5.63\|24.82\|25.39\|23.23\|300380;2026-06-05\|22.49\|-4.78\|23.78\|24.00\|22.26\|227702;2026-06-08\|21.40\|-4.85\|21.00\|22.14\|20.98\|182216;2026-06-09\|23.54\|10.00\|21.62\|23.54\|21.11\|120061;2026-06-10\|22.74\|-3.40\|23.04\|23.82\|22.30\|193996;2026-06-11\|21.92\|-3.61\|22.46\|22.65\|21.50\|132824;2026-06-12\|21.60\|-1.46\|22.37\|22.40\|21.48\|111163;2026-06-15\|21.78\|0.83\|21.68\|22.60\|21.41\|114582;2026-06-16\|21.50\|-1.29\|21.57\|21.57\|20.76\|108123;2026-06-17\|20.49\|-4.70\|21.31\|21.31\|20.37\|100779;2026-06-18\|20.30\|-0.93\|20.50\|20.96\|20.04\|101020;2026-06-22\|20.57\|1.33\|20.10\|20.60\|19.77\|102423;2026-06-23\|19.63\|-4.57\|20.37\|20.37\|19.55\|73953;2026-06-24\|19.19\|-2.24\|19.50\|19.63\|18.80\|70674;2026-06-25\|18.35\|-4.38\|19.00\|19.17\|18.27\|74275;2026-06-26\|17.68\|-3.65\|18.08\|18.13\|17.31\|74740;2026-06-29\|17.30\|-2.15\|17.57\|17.94\|17.04\|70112;2026-06-30\|17.68\|2.20\|17.31\|18.26\|17.08\|77032;2026-07-01\|17.89\|1.19\|17.51\|18.23\|17.33\|74847;2026-07-02\|19.68\|10.01\|18.50\|19.68\|18.36\|65093;2026-07-03\|17.83\|-9.40\|19.28\|19.28\|17.71\|270259;2026-07-06\|16.88\|-5.33\|17.48\|17.94\|16.88\|153030;2026-07-07\|16.28\|-3.55\|17.04\|17.15\|16.20\|107380;2026-07-08\|16.10\|-1.11\|16.19\|16.41\|15.87\|79203;2026-07-09\|16.25\|0.93\|15.89\|16.47\|15.70\|92906;2026-07-10\|16.78\|3.26\|16.06\|17.40\|15.94\|129292;2026-07-13\|15.75\|-6.14\|16.55\|16.89\|15.60\|87108;2026-07-14\|15.80\|0.32\|15.66\|15.86\|15.15\|67857;2026-07-15\|16.01\|1.33\|15.79\|16.37\|15.62\|68984;2026-07-16\|16.30\|1.81\|15.91\|16.55\|15.80\|80185;2026-07-17\|15.35\|-5.83\|16.29\|16.66\|15.10\|92380;2026-07-20\|14.98\|-2.41\|15.39\|15.82\|14.57\|92460;2026-07-21\|15.05\|0.47\|14.78\|15.18\|13.70\|102332;2026-07-22\|14.83\|-1.46\|14.90\|15.21\|14.68\|63659;2026-07-23\|15.16\|2.23\|14.73\|15.18\|14.60\|51627;2026-07-24\|14.65\|-3.36\|15.03\|15.04\|14.60\|43219
41434	Anthropic推出新顶级AI模型	AI营销+液冷泵+扭亏为盈行业原因： 1、当地时间周二，Anthropic正式推出了其新一代“前沿模型” Mythos的预览版本，被内部誉为“迄今最强大”的AI。 2、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。国元证券指出，2026年AI产业进入产业与场景赋能关键期。公司原因： 1、据2026年1月8日投资者关系活动记录表，利欧数字已构建策略、创意、投放、运营等营销专属AI智能体矩阵并投入实际业务，基于自研AIGC生态平台LEO AIAD推出“智能体应答优化”方案。 2、据2025年5月15日投资者关系活动记录表，公司液冷用泵已对接国内主流液冷系统供应商，开展送样与联合验证，受益液冷服务器需求爆发。 3、据2026年1月31日公告，公司预计2025年度净利润1.90亿元至2.50亿元，同比扭亏为盈，主因理想汽车等金融资产公允价值变动损失收窄及数字营销业务经营稳健。	1、公司整合数字营销服务的机构，推出的营销领域大模型「利欧归一」，为广告客户提供研、创、投、销一站式智能体平台； 2、公司液冷用泵已对接国内主流液冷系统供应商，开展送样与联合验证，受益液冷服务器需求爆发	2026-03-17\|7.77\|-0.64\|7.85\|8.04\|7.75\|3905007;2026-03-18\|7.97\|2.57\|7.74\|7.98\|7.66\|4185604;2026-03-19\|7.69\|-3.51\|7.82\|7.84\|7.62\|3568455;2026-03-20\|7.33\|-4.68\|7.71\|7.82\|7.32\|3764856;2026-03-23\|7.17\|-2.18\|7.19\|7.50\|7.14\|4247495;2026-03-24\|7.42\|3.49\|7.34\|7.48\|7.24\|3973690;2026-03-25\|7.71\|3.91\|7.49\|7.75\|7.44\|4866069;2026-03-26\|7.51\|-2.59\|7.72\|7.84\|7.44\|3792712;2026-03-27\|7.74\|3.06\|7.39\|8.00\|7.35\|5762666;2026-03-30\|7.73\|-0.13\|7.59\|7.83\|7.48\|4058530;2026-03-31\|7.81\|1.03\|7.67\|8.11\|7.62\|6145328;2026-04-01\|7.73\|-1.02\|7.84\|7.93\|7.66\|4243651;2026-04-02\|7.45\|-3.62\|7.71\|7.72\|7.40\|3511639;2026-04-03\|7.12\|-4.43\|7.44\|7.44\|7.11\|3130098;2026-04-07\|7.23\|1.54\|7.19\|7.35\|7.13\|2444087;2026-04-08\|7.95\|9.96\|7.42\|7.95\|7.42\|4812545;2026-04-09\|8.00\|0.63\|8.03\|8.12\|7.88\|8285663;2026-04-10\|7.99\|-0.12\|8.01\|8.14\|7.93\|4946956;2026-04-13\|8.05\|0.75\|7.91\|8.19\|7.88\|5241681;2026-04-14\|8.12\|0.87\|8.17\|8.30\|8.03\|6262335;2026-04-15\|7.82\|-3.69\|8.12\|8.18\|7.78\|5275912;2026-04-16\|8.05\|2.94\|7.97\|8.08\|7.86\|5334604;2026-04-17\|7.96\|-1.12\|7.96\|8.02\|7.86\|3493392;2026-04-20\|8.31\|4.40\|7.92\|8.45\|7.89\|7969478;2026-04-21\|8.01\|-3.61\|8.18\|8.28\|7.96\|5246036;2026-04-22\|7.98\|-0.37\|7.94\|7.99\|7.82\|4006789;2026-04-23\|7.86\|-1.50\|7.99\|8.13\|7.85\|3978290;2026-04-24\|7.37\|-6.23\|7.30\|7.45\|7.10\|6096136;2026-04-27\|6.80\|-7.73\|7.09\|7.18\|6.73\|6569398;2026-04-28\|6.58\|-3.24\|6.72\|6.79\|6.54\|4093851;2026-04-29\|6.57\|-0.15\|6.49\|6.73\|6.48\|3626172;2026-04-30\|6.45\|-1.83\|6.62\|6.70\|6.36\|3847199;2026-05-06\|6.82\|5.74\|6.54\|6.85\|6.54\|5340263;2026-05-07\|7.07\|3.67\|6.83\|7.14\|6.80\|5414300;2026-05-08\|7.08\|0.14\|7.07\|7.25\|7.02\|4791517;2026-05-11\|6.96\|-1.69\|7.10\|7.21\|6.94\|4204534;2026-05-12\|6.74\|-3.16\|6.91\|6.92\|6.67\|3894275;2026-05-13\|6.84\|1.48\|6.71\|6.85\|6.62\|2789474;2026-05-14\|6.51\|-4.82\|6.88\|6.91\|6.50\|3601958;2026-05-15\|6.58\|1.08\|6.51\|6.73\|6.51\|3660985;2026-05-18\|6.90\|4.86\|6.52\|7.05\|6.48\|6231915;2026-05-19\|7.40\|7.25\|6.82\|7.59\|6.74\|11201407;2026-05-20\|6.93\|-6.35\|7.27\|7.34\|6.90\|7534166;2026-05-21\|6.63\|-4.33\|6.96\|7.25\|6.62\|6080109;2026-05-22\|6.65\|0.30\|6.67\|6.73\|6.50\|3685022;2026-05-25\|6.42\|-3.46\|6.73\|6.81\|6.31\|4069738;2026-05-26\|6.20\|-3.43\|6.33\|6.35\|6.10\|3662347;2026-05-27\|5.93\|-4.35\|6.12\|6.18\|5.88\|3358617;2026-05-28\|6.06\|2.71\|5.92\|6.11\|5.85\|2866910;2026-05-29\|5.98\|-1.32\|6.06\|6.18\|5.88\|3003494;2026-06-01\|6.10\|2.01\|5.88\|6.20\|5.76\|3822925;2026-06-02\|5.80\|-4.92\|6.09\|6.09\|5.67\|3625442;2026-06-03\|5.81\|0.17\|5.75\|5.89\|5.62\|2941892;2026-06-04\|5.71\|-1.72\|5.72\|5.77\|5.67\|2188548;2026-06-05\|5.60\|-1.93\|5.73\|5.82\|5.51\|2604135;2026-06-08\|5.47\|-2.32\|5.41\|5.64\|5.32\|2595605;2026-06-09\|5.55\|1.46\|5.54\|5.58\|5.36\|2462858;2026-06-10\|5.37\|-3.24\|5.49\|5.63\|5.32\|2474642;2026-06-11\|5.26\|-2.05\|5.32\|5.35\|5.18\|2296071;2026-06-12\|5.29\|0.57\|5.34\|5.42\|5.25\|2635308;2026-06-15\|5.38\|1.70\|5.35\|5.46\|5.31\|2507782;2026-06-16\|5.44\|1.12\|5.38\|5.47\|5.28\|2462641;2026-06-17\|5.36\|-1.47\|5.39\|5.43\|5.29\|2085631;2026-06-18\|5.33\|-0.56\|5.33\|5.41\|5.24\|2218784;2026-06-22\|5.37\|0.75\|5.26\|5.38\|5.14\|3103723;2026-06-23\|5.17\|-3.72\|5.49\|5.67\|5.11\|4497878;2026-06-24\|5.15\|-0.39\|5.17\|5.19\|5.06\|2530723;2026-06-25\|5.00\|-2.91\|5.11\|5.17\|4.98\|2864564;2026-06-26\|4.76\|-4.80\|4.98\|4.98\|4.76\|3031881;2026-06-29\|4.65\|-2.31\|4.76\|4.84\|4.60\|2614367;2026-06-30\|4.75\|2.15\|4.71\|4.83\|4.60\|2626204;2026-07-01\|4.76\|0.21\|4.75\|4.88\|4.71\|2612782;2026-07-02\|4.61\|-3.15\|4.90\|4.99\|4.60\|3950847;2026-07-03\|4.52\|-1.95\|4.60\|4.63\|4.51\|2789651;2026-07-06\|4.28\|-5.31\|4.51\|4.57\|4.27\|3111536;2026-07-07\|4.23\|-1.17\|4.28\|4.45\|4.20\|3380351;2026-07-08\|4.21\|-0.47\|4.24\|4.28\|4.13\|2752064;2026-07-09\|4.35\|3.33\|4.21\|4.39\|4.16\|3863682;2026-07-10\|4.61\|5.98\|4.29\|4.79\|4.25\|7544946;2026-07-13\|4.23\|-8.24\|4.63\|4.65\|4.20\|5294688;2026-07-14\|4.11\|-2.84\|4.24\|4.29\|3.97\|3601251;2026-07-15\|4.19\|1.95\|4.15\|4.35\|4.08\|3936452;2026-07-16\|4.14\|-1.19\|4.17\|4.30\|4.10\|3117231;2026-07-17\|3.84\|-7.25\|4.13\|4.25\|3.80\|4041873;2026-07-20\|3.81\|-0.78\|3.88\|4.06\|3.72\|4115959;2026-07-21\|3.96\|3.94\|3.80\|3.98\|3.62\|3959947;2026-07-22\|3.90\|-1.52\|3.90\|3.99\|3.86\|2384621;2026-07-23\|3.99\|2.31\|3.87\|4.02\|3.86\|2403019;2026-07-24\|3.85\|-3.51\|3.95\|3.98\|3.84\|1993024
41433	Anthropic推出新顶级AI模型	国产算力+CPO硅光数据中心交换机+董事长变更行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月18日及4月15日互动易，公司基于自研CPO/NPO光引擎技术的51.2T CPO硅光数据中心交换机已于2025年实现批量交付部署，具备商业化交付能力。 2、据2026年4月29日投资者关系活动记录表，公司2026年一季度营收279.85亿元，同比增长34.61%；归母净利润7.88亿元，同比增长126.06%，主因抢抓人工智能建设机遇，深化“算力×联接”战略，智算及国产化业务加速落地。 3、据2026年6月30日公告，公司董事长于英涛因个人原因辞职，董事会选举李涛先生担任第九届董事会董事长。	旗下新华三为服务器、智算行业龙头之一	2026-03-17\|24.45\|-3.70\|25.50\|25.52\|24.42\|698811;2026-03-18\|26.30\|7.57\|24.50\|26.69\|24.41\|1365672;2026-03-19\|26.77\|1.79\|25.85\|27.50\|25.73\|1858042;2026-03-20\|26.18\|-2.20\|26.78\|26.98\|26.09\|1110391;2026-03-23\|25.40\|-2.98\|25.68\|26.50\|25.13\|1016945;2026-03-24\|25.70\|1.18\|25.72\|25.83\|24.83\|998379;2026-03-25\|26.34\|2.49\|25.69\|26.70\|25.67\|1061861;2026-03-26\|25.40\|-3.57\|26.10\|26.29\|25.31\|749831;2026-03-27\|25.14\|-1.02\|24.90\|25.67\|24.30\|913401;2026-03-30\|24.82\|-1.27\|24.55\|24.95\|23.85\|864363;2026-03-31\|24.90\|0.32\|24.75\|25.72\|24.46\|869364;2026-04-01\|25.29\|1.57\|25.50\|25.96\|25.13\|797119;2026-04-02\|24.20\|-4.31\|25.05\|25.15\|24.02\|851660;2026-04-03\|25.62\|5.87\|24.43\|26.00\|24.27\|1446405;2026-04-07\|25.13\|-1.91\|25.51\|25.86\|25.08\|774365;2026-04-08\|26.46\|5.29\|25.85\|26.49\|25.82\|1249849;2026-04-09\|27.02\|2.12\|26.16\|27.43\|26.03\|1658678;2026-04-10\|27.09\|0.26\|27.02\|27.76\|26.74\|1359861;2026-04-13\|28.24\|4.25\|26.93\|28.62\|26.80\|2174794;2026-04-14\|27.86\|-1.35\|28.09\|28.18\|27.52\|1397283;2026-04-15\|27.48\|-1.36\|27.85\|27.97\|26.98\|1386091;2026-04-16\|28.09\|2.22\|27.56\|28.68\|27.50\|1507014;2026-04-17\|27.70\|-1.39\|27.93\|28.38\|27.66\|1033928;2026-04-20\|28.41\|2.56\|27.95\|29.15\|27.90\|1361878;2026-04-21\|27.61\|-2.82\|28.08\|28.21\|27.30\|940908;2026-04-22\|29.92\|8.37\|27.52\|30.37\|27.45\|3231354;2026-04-23\|31.20\|4.28\|30.52\|31.81\|30.10\|3196701;2026-04-24\|31.32\|0.38\|30.88\|32.15\|30.41\|2478486;2026-04-27\|32.19\|2.78\|31.98\|32.86\|31.25\|2285513;2026-04-28\|31.58\|-1.90\|31.85\|32.28\|31.00\|1414523;2026-04-29\|32.42\|2.66\|32.50\|33.62\|31.89\|2553923;2026-04-30\|31.99\|-1.33\|32.66\|32.76\|30.74\|2108095;2026-05-06\|31.85\|-0.44\|32.47\|33.06\|31.80\|2443765;2026-05-07\|32.93\|3.39\|32.08\|33.13\|31.35\|2348991;2026-05-08\|33.17\|0.73\|32.39\|33.59\|31.67\|2127987;2026-05-11\|31.69\|-4.46\|33.78\|33.93\|31.56\|2827691;2026-05-12\|30.69\|-3.16\|32.19\|32.30\|30.53\|2179695;2026-05-13\|32.91\|7.23\|30.60\|33.16\|30.35\|2372601;2026-05-14\|32.14\|-2.34\|33.88\|34.49\|31.46\|2334916;2026-05-15\|31.91\|-0.72\|32.30\|33.96\|31.66\|2739082;2026-05-18\|31.83\|-0.25\|31.90\|32.62\|31.20\|1625408;2026-05-19\|32.49\|2.07\|31.63\|32.58\|30.51\|2022812;2026-05-20\|32.21\|-0.86\|32.29\|33.08\|31.92\|1369239;2026-05-21\|29.25\|-9.19\|32.67\|32.93\|29.05\|2559573;2026-05-22\|29.86\|2.09\|29.62\|29.99\|29.11\|1534325;2026-05-25\|31.04\|3.95\|30.51\|31.82\|30.02\|1782692;2026-05-26\|28.90\|-6.89\|30.50\|30.50\|28.19\|2102811;2026-05-27\|28.02\|-3.04\|28.78\|29.44\|27.78\|1523572;2026-05-28\|28.92\|3.21\|27.99\|29.11\|27.16\|1690697;2026-05-29\|28.64\|-0.97\|30.03\|30.49\|27.45\|2556330;2026-06-01\|27.84\|-2.79\|29.11\|29.89\|27.65\|1803936;2026-06-02\|28.21\|1.33\|28.29\|28.69\|27.65\|1501290;2026-06-03\|28.22\|0.04\|28.67\|29.88\|27.87\|2165744;2026-06-04\|27.72\|-1.77\|27.54\|28.18\|27.21\|1255174;2026-06-05\|27.87\|0.54\|27.31\|29.09\|26.67\|2266742;2026-06-08\|25.91\|-7.03\|26.91\|27.30\|25.60\|1764756;2026-06-09\|26.38\|1.81\|26.16\|26.41\|25.67\|1148061;2026-06-10\|25.92\|-1.74\|25.90\|26.97\|25.65\|1182841;2026-06-11\|25.35\|-2.20\|25.73\|26.01\|25.03\|912259;2026-06-12\|25.15\|-0.55\|25.79\|25.86\|25.12\|1098317;2026-06-15\|26.48\|5.29\|25.37\|26.58\|25.34\|1362856;2026-06-16\|26.78\|1.13\|26.48\|26.79\|26.12\|1025606;2026-06-17\|27.21\|1.61\|26.48\|28.00\|26.36\|1277040;2026-06-18\|27.45\|0.88\|27.16\|27.94\|27.02\|1252082;2026-06-22\|27.89\|1.60\|27.53\|27.94\|26.68\|1473284;2026-06-23\|26.91\|-3.51\|27.80\|28.22\|26.70\|1150216;2026-06-24\|27.66\|2.79\|26.81\|27.66\|26.69\|1158908;2026-06-25\|28.39\|2.64\|27.61\|28.57\|27.06\|1920264;2026-06-26\|25.62\|-9.76\|27.67\|27.73\|25.60\|2236751;2026-06-29\|26.24\|2.42\|25.50\|27.11\|25.44\|1552713;2026-06-30\|28.86\|9.98\|26.00\|28.86\|25.83\|1678661;2026-07-01\|29.93\|3.71\|30.34\|31.29\|29.45\|3392066;2026-07-02\|29.03\|-3.01\|29.18\|30.42\|28.70\|2173792;2026-07-03\|30.28\|4.31\|30.50\|31.59\|30.22\|2461803;2026-07-06\|33.31\|10.01\|30.82\|33.31\|29.58\|3156814;2026-07-07\|31.48\|-5.49\|31.66\|32.66\|30.90\|2803559;2026-07-08\|33.62\|6.80\|34.50\|34.63\|33.32\|4798849;2026-07-09\|35.68\|6.13\|33.33\|35.75\|32.82\|4356987;2026-07-10\|38.41\|7.65\|36.20\|39.25\|36.20\|4828361;2026-07-13\|38.40\|-0.03\|38.43\|40.28\|36.50\|4939318;2026-07-14\|36.98\|-3.70\|38.40\|39.20\|34.56\|4639139;2026-07-15\|35.53\|-3.92\|36.95\|37.64\|35.10\|3268892;2026-07-16\|38.59\|8.61\|34.54\|39.08\|34.54\|4519608;2026-07-17\|35.13\|-8.97\|37.49\|38.97\|34.74\|4020481;2026-07-20\|37.69\|7.29\|38.60\|38.64\|36.88\|5027473;2026-07-21\|41.46\|10.00\|37.70\|41.46\|34.96\|5027001;2026-07-22\|44.90\|8.30\|43.09\|45.61\|42.74\|5378216;2026-07-23\|42.45\|-5.46\|45.57\|45.80\|41.10\|5216997;2026-07-24\|41.45\|-2.36\|41.01\|43.47\|41.00\|3605371
41432	Anthropic推出新顶级AI模型	涨停揭秘：AI服务器全球龙头迎算力涨价周期，业绩与订单双验证；涨停缘由：阿里百炼云等算力产品涨价；Anthropic发布新顶级AI模型；国内头部厂商H20订单落地；一季度净利润同比+64.39%；源2.0大模型全面开源；资金逻辑：连续三日上榜龙虎榜，机构席位持续净买入，北向资金4月加仓超120万股，反映对AI基建核心标的的确定性溢价认可；风险提示：海外芯片供应存在不确定性，服务器毛利率承压，估值已达历史高位，短期涨幅较大存技术性回调压力	1、浪潮AI服务器市场份额全球第一，连续五年以超50%的市场份额稳居中国AI服务器市场第一，消息称国内两家大厂下了英伟达H20订单；一季度净利润同比增长64.39%； 2、公司源2.0大模型已全面开源，行业和个人开发者可以基于源2.0开发各类AI Agent	2026-03-17\|59.04\|-2.57\|60.88\|61.19\|59.00\|317914;2026-03-18\|62.36\|5.62\|59.21\|62.58\|59.00\|508981;2026-03-19\|61.40\|-1.54\|61.00\|62.46\|60.69\|387305;2026-03-20\|59.50\|-3.09\|61.61\|61.71\|59.50\|402117;2026-03-23\|55.73\|-6.34\|58.26\|58.44\|55.66\|456960;2026-03-24\|58.06\|4.18\|56.78\|58.49\|55.66\|358761;2026-03-25\|59.54\|2.55\|58.06\|60.22\|58.00\|404547;2026-03-26\|57.96\|-2.65\|59.45\|60.09\|57.60\|294753;2026-03-27\|57.39\|-0.98\|57.01\|58.04\|56.33\|258951;2026-03-30\|56.70\|-1.20\|56.05\|57.24\|55.36\|292590;2026-03-31\|56.08\|-1.09\|56.50\|57.75\|56.01\|234628;2026-04-01\|58.48\|4.28\|57.43\|58.86\|57.12\|464096;2026-04-02\|56.65\|-3.13\|58.01\|58.37\|56.26\|301005;2026-04-03\|56.94\|0.51\|57.12\|58.00\|56.73\|248781;2026-04-07\|59.47\|4.44\|57.37\|59.99\|57.33\|595865;2026-04-08\|62.68\|5.40\|60.66\|63.10\|59.86\|707900;2026-04-09\|65.07\|3.81\|61.50\|65.66\|61.30\|1062559;2026-04-10\|67.50\|3.73\|65.77\|69.20\|65.28\|1172893;2026-04-13\|68.34\|1.24\|66.00\|70.19\|65.81\|1055603;2026-04-14\|67.99\|-0.51\|69.00\|69.31\|66.85\|798825;2026-04-15\|68.88\|1.31\|67.97\|70.16\|66.95\|886583;2026-04-16\|68.28\|-0.87\|68.42\|69.19\|67.22\|608577;2026-04-17\|68.23\|-0.07\|68.98\|69.68\|67.85\|617972;2026-04-20\|73.12\|7.17\|69.45\|75.05\|69.45\|1486776;2026-04-21\|71.37\|-2.39\|71.01\|72.23\|68.30\|1070853;2026-04-22\|74.20\|3.97\|71.65\|75.44\|70.98\|1016494;2026-04-23\|73.83\|-0.50\|74.32\|75.15\|72.48\|694048;2026-04-24\|74.85\|1.38\|73.78\|75.62\|72.00\|933621;2026-04-27\|73.16\|-2.26\|75.00\|75.99\|72.95\|671544;2026-04-28\|70.83\|-3.18\|73.00\|73.06\|70.37\|599677;2026-04-29\|72.28\|2.05\|70.48\|73.00\|69.69\|509649;2026-04-30\|69.75\|-3.50\|69.50\|70.50\|66.15\|1199911;2026-05-06\|73.22\|4.97\|71.00\|74.78\|71.00\|1007766;2026-05-07\|73.24\|0.03\|73.22\|73.45\|71.78\|640432;2026-05-08\|76.48\|4.42\|72.13\|79.49\|71.10\|1251843;2026-05-11\|76.00\|-0.63\|77.10\|78.24\|75.60\|937270;2026-05-12\|73.13\|-3.78\|76.50\|76.55\|72.54\|765758;2026-05-13\|77.38\|5.81\|72.66\|77.58\|72.11\|997417;2026-05-14\|71.60\|-7.47\|78.00\|78.15\|70.20\|1444687;2026-05-15\|70.21\|-1.94\|71.60\|72.72\|69.84\|788278;2026-05-18\|70.61\|0.57\|69.90\|72.77\|69.40\|652869;2026-05-19\|72.23\|2.29\|70.00\|72.49\|67.30\|791422;2026-05-20\|71.23\|-1.33\|71.71\|74.25\|70.88\|610188;2026-05-21\|66.31\|-6.91\|72.28\|72.30\|66.00\|885705;2026-05-22\|68.25\|2.93\|67.20\|68.58\|65.95\|568209;2026-05-25\|69.20\|1.39\|69.28\|70.60\|68.02\|610359;2026-05-26\|67.30\|-2.75\|68.51\|68.51\|65.83\|625639;2026-05-27\|64.52\|-4.13\|66.94\|67.86\|64.30\|711997;2026-05-28\|66.41\|2.93\|64.30\|66.66\|63.07\|618809;2026-05-29\|64.63\|-2.68\|71.00\|72.03\|64.00\|1212435;2026-06-01\|64.14\|-0.76\|66.71\|67.48\|63.86\|1017626;2026-06-02\|65.00\|1.34\|64.96\|65.97\|63.50\|766989;2026-06-03\|64.22\|-1.20\|63.80\|67.37\|63.52\|924613;2026-06-04\|63.36\|-1.34\|63.01\|64.10\|62.08\|521899;2026-06-05\|62.14\|-1.93\|62.75\|65.10\|61.03\|716993;2026-06-08\|57.89\|-6.84\|60.00\|60.70\|57.40\|728961;2026-06-09\|59.46\|2.71\|58.79\|59.50\|57.91\|448073;2026-06-10\|59.39\|-0.12\|58.88\|62.13\|58.66\|657686;2026-06-11\|57.84\|-2.61\|58.98\|59.43\|57.15\|441041;2026-06-12\|57.86\|0.03\|58.80\|59.23\|57.73\|437952;2026-06-15\|63.09\|9.04\|58.50\|63.59\|58.49\|959525;2026-06-16\|62.30\|-1.25\|63.00\|63.03\|61.55\|520746;2026-06-17\|64.50\|3.53\|61.61\|65.13\|61.50\|682187;2026-06-18\|65.66\|1.80\|64.02\|66.85\|64.01\|695477;2026-06-22\|66.20\|0.82\|66.01\|66.66\|63.41\|689144;2026-06-23\|64.00\|-3.32\|66.49\|67.39\|63.61\|597332;2026-06-24\|64.80\|1.25\|63.74\|65.17\|62.72\|549701;2026-06-25\|68.57\|5.82\|64.99\|69.08\|63.75\|1104852;2026-06-26\|63.89\|-6.83\|67.00\|67.20\|63.66\|807535;2026-06-29\|65.82\|3.02\|63.89\|68.00\|63.47\|811363;2026-06-30\|70.00\|6.35\|65.21\|70.68\|64.83\|1118159;2026-07-01\|67.26\|-3.91\|70.23\|71.87\|66.68\|966012;2026-07-02\|63.79\|-5.16\|65.00\|66.98\|63.50\|725073;2026-07-03\|66.35\|4.01\|63.79\|69.21\|63.79\|988417;2026-07-06\|69.71\|5.06\|66.40\|70.76\|64.00\|1160249;2026-07-07\|71.06\|1.94\|69.01\|73.23\|68.70\|1031292;2026-07-08\|78.17\|10.01\|78.17\|78.17\|78.17\|408470;2026-07-09\|85.99\|10.00\|83.00\|85.99\|82.03\|2181801;2026-07-10\|89.52\|4.11\|92.00\|94.38\|89.00\|2841736;2026-07-13\|85.49\|-4.50\|91.00\|92.21\|83.80\|1685860;2026-07-14\|84.95\|-0.63\|88.00\|88.38\|77.21\|1771278;2026-07-15\|84.70\|-0.29\|85.06\|88.86\|84.00\|1478178;2026-07-16\|85.00\|0.35\|81.30\|88.58\|81.30\|1480173;2026-07-17\|77.40\|-8.94\|85.01\|85.88\|76.50\|1522286;2026-07-20\|81.29\|5.03\|82.02\|85.14\|78.52\|1713147;2026-07-21\|88.66\|9.07\|81.30\|89.08\|76.00\|1859139;2026-07-22\|90.47\|2.04\|87.70\|96.00\|87.15\|1907270;2026-07-23\|87.96\|-2.77\|93.00\|96.37\|87.36\|1593336;2026-07-24\|85.31\|-3.01\|87.00\|89.33\|84.71\|960436
41431	Anthropic推出新顶级AI模型	人形机器人+算力租赁+工业软件行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年4月8日投资者关系活动记录表，宝信在机器人领域布局已久，过去以提供解决方案为主，2023 年底增资控股图灵机器人后，形成了产品、工程、服务完整体系，覆盖工业、协作及人形机器人，人形机器人样机已公开亮相。业务从钢铁、3C等向矿山、有色等行业拓展，并开放机器人全生命周期管理平台赋能用户。机器人是公司“1+X”产业布局中发展业务之一。 2、据2026年4月8日投资者关系活动记录表，宝信软件是国内较早布局数据中心与算力中心的第三方服务商，目前已在全国十余地布局，仍有充足空间支撑增长。核心布局为上海罗泾与张家口宣化两大基地。公司将从传统 IDC 向 AIDC 升级，未来重点深挖马鞍山、南京、武汉等地存量资源，同时加快建设算力中心，结合工业大模型与 AI 应用，打造“数据中心+算力中心+算力服务”体系。 3、据2025年年报，强化工业智能系统架构顶层设计，践行“AI+制造”战略；持续迭代优化垂类模型，打造以转炉、高炉为代表的标杆性领域大模型，推动规模化应用落地；打造AI时代数据底座，建设钢铁垂类数据集；基于边缘数据，探索发展数据增值服务，帮助制造企业挖掘数据价值，提供从数据采集、治理到分析与决策支持的全套服务。	中国领先的工业软件行业应用解决方案和服务提供商；公司具备新一代信息基础设施服务全生命周期管理与服务能力，依托“东数西算”产业政策，围绕国家算力枢纽节点、重点区域、重点客户的需求，进行算力和云计算节点的布局建设，为用户提供融合高品质数据中心、云计算、网络安全等服务的信息基础设施综合解决方案	2026-03-17\|21.68\|-3.17\|22.52\|22.59\|21.68\|221632;2026-03-18\|23.13\|6.69\|21.71\|23.28\|21.71\|361292;2026-03-19\|22.63\|-2.16\|22.80\|23.10\|22.53\|219265;2026-03-20\|21.69\|-4.15\|22.65\|22.74\|21.69\|245156;2026-03-23\|20.55\|-5.26\|21.19\|21.40\|20.45\|226009;2026-03-24\|20.69\|0.68\|20.86\|20.98\|20.34\|149770;2026-03-25\|21.59\|4.35\|20.80\|21.80\|20.80\|230090;2026-03-26\|21.14\|-2.08\|21.50\|21.63\|21.06\|119125;2026-03-27\|22.10\|4.54\|20.94\|22.44\|20.82\|241163;2026-03-30\|23.81\|7.74\|21.71\|24.13\|21.65\|519538;2026-03-31\|23.00\|-3.40\|23.82\|23.82\|22.98\|264998;2026-04-01\|23.18\|0.78\|23.43\|23.48\|23.05\|153042;2026-04-02\|22.78\|-1.73\|23.05\|23.13\|22.70\|134360;2026-04-03\|22.49\|-1.27\|22.85\|22.99\|22.25\|159492;2026-04-07\|21.79\|-3.11\|22.50\|22.59\|21.71\|188382;2026-04-08\|22.97\|5.42\|22.23\|23.04\|22.23\|240545;2026-04-09\|22.74\|-1.00\|22.68\|22.98\|22.44\|155297;2026-04-10\|22.42\|-1.41\|22.97\|22.98\|22.41\|159836;2026-04-13\|22.44\|0.09\|22.20\|22.78\|22.10\|152931;2026-04-14\|22.78\|1.52\|22.68\|23.15\|22.58\|206468;2026-04-15\|22.45\|-1.45\|22.95\|23.01\|22.39\|120957;2026-04-16\|23.45\|4.45\|22.58\|23.65\|22.50\|367699;2026-04-17\|22.92\|-2.26\|23.32\|23.55\|22.88\|173185;2026-04-20\|22.82\|-0.44\|22.83\|23.16\|22.70\|153178;2026-04-21\|22.32\|-2.19\|22.70\|22.75\|21.98\|204115;2026-04-22\|23.15\|3.72\|22.20\|23.27\|22.07\|303480;2026-04-23\|23.27\|0.52\|23.00\|23.60\|23.00\|277368;2026-04-24\|23.06\|-0.90\|23.10\|23.27\|22.57\|184726;2026-04-27\|22.62\|-1.91\|22.90\|23.22\|22.53\|173612;2026-04-28\|22.70\|0.35\|22.55\|23.15\|22.40\|174629;2026-04-29\|22.84\|0.62\|22.60\|23.17\|22.54\|161513;2026-04-30\|22.68\|-0.70\|22.88\|23.03\|22.51\|148170;2026-05-06\|24.00\|5.82\|22.85\|24.17\|22.85\|541780;2026-05-07\|23.98\|-0.08\|24.10\|24.15\|23.77\|228342;2026-05-08\|24.34\|1.50\|24.00\|24.59\|23.70\|361321;2026-05-11\|24.22\|-0.49\|24.61\|24.77\|24.10\|272644;2026-05-12\|23.69\|-2.19\|24.14\|24.14\|23.50\|227125;2026-05-13\|24.18\|2.07\|23.52\|24.49\|23.28\|356681;2026-05-14\|23.72\|-1.90\|24.56\|24.84\|23.72\|261632;2026-05-15\|23.14\|-1.49\|23.70\|23.93\|23.00\|263627;2026-05-18\|23.73\|2.55\|23.19\|24.08\|23.19\|276365;2026-05-19\|24.22\|2.06\|23.68\|24.47\|23.60\|318434;2026-05-20\|23.91\|-1.28\|24.22\|25.00\|23.88\|354023;2026-05-21\|22.55\|-5.69\|23.97\|24.46\|22.51\|424272;2026-05-22\|22.84\|1.29\|22.71\|23.04\|22.18\|282974;2026-05-25\|22.01\|-3.63\|22.85\|22.92\|21.81\|359565;2026-05-26\|21.16\|-3.86\|21.82\|21.82\|20.85\|314005;2026-05-27\|20.83\|-1.56\|21.02\|21.15\|20.68\|177300;2026-05-28\|20.96\|0.62\|20.80\|21.08\|20.41\|178179;2026-05-29\|20.15\|-3.86\|20.97\|21.15\|20.15\|209553;2026-06-01\|20.46\|1.54\|20.18\|20.70\|20.18\|154523;2026-06-02\|20.84\|1.86\|20.60\|20.88\|20.21\|167438;2026-06-03\|20.26\|-2.78\|20.61\|20.80\|20.00\|221651;2026-06-04\|19.31\|-4.69\|20.02\|20.11\|19.24\|258177;2026-06-05\|19.32\|0.05\|19.31\|19.49\|18.99\|141588;2026-06-08\|18.80\|-2.69\|18.95\|19.20\|18.75\|135335;2026-06-09\|18.95\|0.80\|18.88\|19.27\|18.63\|148580;2026-06-10\|19.01\|0.32\|19.02\|19.24\|18.96\|113901;2026-06-11\|17.91\|-5.79\|18.84\|18.95\|17.86\|215249;2026-06-12\|17.93\|0.11\|18.12\|18.23\|17.73\|221096;2026-06-15\|18.19\|1.45\|18.00\|18.25\|17.96\|155385;2026-06-16\|18.16\|-0.16\|18.10\|18.33\|17.85\|141132;2026-06-17\|17.72\|-2.42\|18.14\|18.14\|17.49\|206940;2026-06-18\|17.90\|1.02\|17.62\|18.20\|17.45\|176999;2026-06-22\|18.07\|0.95\|17.80\|18.08\|17.29\|200943;2026-06-23\|17.58\|-2.71\|17.98\|18.20\|17.53\|161685;2026-06-24\|17.31\|-1.54\|17.60\|17.60\|17.14\|166486;2026-06-25\|17.08\|-1.33\|17.26\|17.42\|16.94\|163012;2026-06-26\|16.36\|-4.22\|17.06\|17.06\|16.32\|190716;2026-06-29\|16.45\|0.55\|16.32\|16.59\|15.99\|172619;2026-06-30\|16.63\|1.09\|16.46\|16.77\|16.36\|155959;2026-07-01\|18.29\|9.98\|17.38\|18.29\|17.38\|197407;2026-07-02\|18.11\|-0.98\|18.99\|19.20\|18.11\|523199;2026-07-03\|18.25\|0.77\|18.11\|18.70\|18.05\|281840;2026-07-06\|18.18\|-0.38\|18.08\|18.35\|17.77\|216169;2026-07-07\|18.33\|0.83\|18.20\|18.73\|18.05\|258528;2026-07-08\|19.40\|5.84\|18.25\|19.50\|18.20\|431597;2026-07-09\|20.19\|4.07\|19.25\|20.36\|18.66\|470211;2026-07-10\|20.00\|-0.94\|19.82\|20.39\|19.50\|335277;2026-07-13\|20.14\|0.70\|20.15\|20.58\|19.52\|303884;2026-07-14\|18.70\|-7.15\|19.95\|19.96\|18.58\|334031;2026-07-15\|18.84\|0.75\|18.70\|19.01\|18.57\|186673;2026-07-16\|19.04\|1.06\|18.59\|19.36\|18.59\|191629;2026-07-17\|18.65\|-2.05\|18.87\|19.20\|18.44\|213267;2026-07-20\|18.72\|0.38\|18.82\|19.01\|18.30\|198131;2026-07-21\|19.02\|1.60\|18.66\|19.15\|18.51\|220249;2026-07-22\|18.59\|-2.26\|18.85\|19.08\|18.55\|217715;2026-07-23\|17.87\|-3.87\|18.44\|18.60\|17.73\|270414;2026-07-24\|17.46\|-2.29\|17.53\|17.82\|17.43\|128542
41430	Anthropic推出新顶级AI模型	算力国家队+液冷+可转债获批行业原因：据东方证券6月29日研报，英伟达近期发布官方博客详细介绍Rubin平台全液冷方案，每颗芯片均采用液体闭环冷却，VeraRubin将于26年秋季启动量产并开始出货，有望带动液冷板块确定性提升。公司原因： 1、据2026年6月29日公告，公司向不特定对象发行可转换公司债券申请获得中国证监会同意注册批复，拟募资不超80亿元用于先进算力集群系统、高性能AI训推一体机等人工智能算力基础设施项目。 2、据2026年5月7日审核问询函回复，公司作为“算力国家队”，深度参与“东数西算”工程，已在30多个城市建设运营超算/智算中心，累计部署超50万张异构加速卡，智算算力规模超30EFLOPS。 3、据2026年5月12日互动易，子公司曙光数创发布全球首个MW级液冷整机柜C8000 V3.0，PUE降至1.04以下，是国内唯一实现浸没相变液冷大规模商业化部署的企业。	公司参与各地数据中心建设，液冷技术及产业化水平处于领先梯队，子公司曙光数创液冷产品主要服务于数据中心客户，在公司承建的数据中心中，液冷数据中心已累计建设超过260MW	2026-03-17\|85.39\|-3.11\|88.50\|88.70\|85.38\|264789;2026-03-18\|87.49\|2.46\|85.39\|87.69\|84.68\|299966;2026-03-19\|84.77\|-3.11\|85.92\|86.70\|84.41\|305099;2026-03-20\|83.76\|-1.19\|85.20\|87.02\|83.75\|395726;2026-03-23\|79.58\|-4.99\|81.99\|82.56\|79.19\|398396;2026-03-24\|80.68\|1.38\|80.60\|80.90\|78.50\|257859;2026-03-25\|83.05\|2.94\|80.92\|83.50\|80.91\|297581;2026-03-26\|81.96\|-1.31\|83.18\|84.49\|81.75\|262756;2026-03-27\|81.43\|-0.65\|80.54\|82.30\|80.18\|203437;2026-03-30\|79.90\|-1.88\|80.05\|80.65\|79.06\|260979;2026-03-31\|78.60\|-1.63\|79.64\|80.45\|78.58\|202236;2026-04-01\|80.39\|2.28\|80.14\|80.81\|79.63\|251262;2026-04-02\|78.08\|-2.87\|80.02\|80.02\|77.86\|243086;2026-04-03\|77.89\|-0.24\|78.08\|78.78\|76.78\|202614;2026-04-07\|77.94\|0.06\|77.90\|79.30\|77.37\|213564;2026-04-08\|82.90\|6.36\|80.10\|82.90\|79.93\|454582;2026-04-09\|83.30\|0.48\|81.80\|83.89\|81.22\|357336;2026-04-10\|85.30\|2.40\|84.00\|86.86\|83.94\|467892;2026-04-13\|88.99\|4.33\|84.61\|90.50\|84.61\|701246;2026-04-14\|88.85\|-0.16\|89.53\|89.78\|87.79\|438271;2026-04-15\|88.29\|-0.63\|90.50\|91.00\|88.03\|500843;2026-04-16\|88.99\|0.79\|88.99\|89.69\|88.07\|370045;2026-04-17\|89.92\|1.05\|89.01\|91.50\|89.01\|579036;2026-04-20\|91.97\|2.28\|90.43\|94.28\|90.30\|673754;2026-04-21\|89.40\|-2.79\|90.98\|90.98\|88.58\|431334;2026-04-22\|91.84\|2.73\|89.00\|91.88\|88.70\|496670;2026-04-23\|91.68\|-0.17\|92.95\|93.91\|90.80\|616822;2026-04-24\|92.76\|1.18\|93.06\|94.46\|90.53\|825272;2026-04-27\|94.24\|1.60\|94.76\|95.10\|92.23\|769163;2026-04-28\|90.90\|-3.54\|93.01\|94.69\|90.46\|632570;2026-04-29\|90.42\|-0.53\|90.37\|91.40\|88.95\|410803;2026-04-30\|92.96\|2.81\|90.98\|93.38\|90.05\|638184;2026-05-06\|99.80\|7.36\|96.00\|102.26\|96.00\|1337990;2026-05-07\|98.75\|-1.05\|99.80\|99.80\|97.49\|739492;2026-05-08\|96.30\|-2.48\|97.99\|97.99\|96.00\|678500;2026-05-11\|100.05\|3.89\|99.00\|101.00\|97.40\|912077;2026-05-12\|97.42\|-2.63\|99.86\|99.86\|96.87\|651218;2026-05-13\|100.71\|3.38\|96.00\|101.00\|95.02\|821870;2026-05-14\|97.59\|-3.10\|105.00\|105.00\|97.50\|978167;2026-05-15\|94.46\|-3.21\|97.52\|99.36\|94.00\|803340;2026-05-18\|98.70\|4.49\|94.29\|101.60\|94.10\|925638;2026-05-19\|98.26\|-0.45\|98.00\|98.55\|95.00\|647167;2026-05-20\|98.38\|0.12\|97.23\|99.49\|97.00\|554678;2026-05-21\|93.25\|-5.21\|100.86\|101.00\|92.98\|835662;2026-05-22\|94.80\|1.66\|93.26\|95.44\|93.02\|555904;2026-05-25\|96.45\|1.74\|95.30\|96.45\|93.60\|665800;2026-05-26\|94.33\|-2.20\|95.90\|95.98\|91.91\|687464;2026-05-27\|90.99\|-3.54\|94.09\|95.96\|90.29\|591210;2026-05-28\|91.25\|0.29\|90.92\|92.16\|89.00\|481327;2026-05-29\|88.22\|-3.32\|93.30\|94.00\|87.89\|531485;2026-06-01\|85.40\|-2.78\|88.50\|89.54\|85.36\|403558;2026-06-02\|86.02\|0.73\|86.03\|86.54\|83.45\|386344;2026-06-03\|86.32\|0.35\|85.56\|88.78\|85.06\|447613;2026-06-04\|84.40\|-2.22\|85.00\|86.21\|84.12\|339375;2026-06-05\|82.37\|-2.41\|83.67\|84.82\|82.14\|386422;2026-06-08\|78.51\|-4.69\|79.90\|80.69\|77.77\|427223;2026-06-09\|80.40\|2.41\|79.60\|80.49\|78.90\|306296;2026-06-10\|82.70\|2.86\|81.87\|86.33\|81.87\|646506;2026-06-11\|81.37\|-1.61\|81.00\|82.44\|80.51\|319593;2026-06-12\|82.15\|0.96\|83.00\|83.47\|82.00\|349840;2026-06-15\|85.45\|4.02\|83.26\|85.48\|82.58\|404451;2026-06-16\|84.47\|-1.15\|85.70\|85.77\|83.78\|363323;2026-06-17\|86.51\|2.42\|83.50\|86.56\|83.40\|441972;2026-06-18\|88.68\|2.51\|86.51\|89.64\|86.00\|563085;2026-06-22\|89.02\|0.38\|88.75\|89.33\|86.50\|500786;2026-06-23\|87.06\|-2.20\|89.50\|91.56\|86.48\|537406;2026-06-24\|88.93\|2.15\|86.70\|89.66\|85.00\|518436;2026-06-25\|97.82\|10.00\|93.00\|97.82\|92.16\|1317460;2026-06-26\|98.76\|0.96\|98.00\|102.00\|96.65\|1508693;2026-06-29\|97.48\|-1.30\|99.00\|101.30\|94.50\|976916;2026-06-30\|107.23\|10.00\|98.01\|107.23\|98.01\|1463808;2026-07-01\|102.45\|-4.46\|107.59\|109.60\|100.98\|1424746;2026-07-02\|94.56\|-7.70\|98.70\|99.98\|94.01\|940947;2026-07-03\|92.68\|-1.99\|93.55\|96.60\|92.60\|790119;2026-07-06\|94.56\|2.03\|94.11\|95.92\|91.20\|811133;2026-07-07\|93.50\|-1.12\|93.53\|96.74\|92.74\|599881;2026-07-08\|98.15\|4.97\|97.88\|101.15\|95.39\|1205972;2026-07-09\|103.99\|5.95\|98.17\|104.70\|96.18\|1246370;2026-07-10\|107.50\|3.38\|103.48\|113.00\|102.70\|1598838;2026-07-13\|106.13\|-1.27\|110.00\|113.00\|103.00\|1237983;2026-07-14\|101.90\|-3.99\|107.68\|108.39\|95.66\|1199556;2026-07-15\|96.76\|-5.04\|99.00\|101.50\|95.68\|765321;2026-07-16\|97.66\|0.93\|93.50\|101.32\|92.01\|858781;2026-07-17\|87.89\|-10.00\|96.67\|98.64\|87.89\|976260;2026-07-20\|91.04\|3.58\|90.86\|95.96\|88.88\|952765;2026-07-21\|97.88\|7.51\|93.18\|98.20\|85.05\|1142982;2026-07-22\|102.15\|4.36\|97.00\|105.43\|96.33\|1259946;2026-07-23\|97.82\|-4.24\|103.60\|104.14\|97.16\|882357;2026-07-24\|97.50\|-0.33\|95.80\|101.50\|95.80\|673332
41429	Anthropic推出新顶级AI模型	鸿海“提前供货”英伟达全光CPO机柜+AI服务器行业原因： 5月13日，据新华财经援引美媒报道，英伟达首席执行官黄仁勋将作为临时增加的人员，随美国总统特朗普一同访华。公司原因： 1、据财闻援引台媒报道，市场传出，鸿海集团“全光CPO交换机机柜”已提前向大客户英伟达交货，且出货目标从原先预估的2026年超过1万台，大幅上修至2026至2027年合计超过5万台。 2、据2026年4月17日投资者关系活动记录表，CPO全光交换机样机已投产，800G及以上交换机出货量同比增1.6倍、环比增46%。 3、据2026年4月29日一季报，云计算收入同比增1倍，AI GPU机柜出货量同比增3.8倍，AI ASIC服务器出货量同比增3.2倍。	英伟达服务器和苹果手机代工龙头	2026-03-17\|50.90\|-3.42\|52.99\|53.18\|50.87\|1319376;2026-03-18\|52.06\|2.28\|51.30\|52.14\|50.85\|1174776;2026-03-19\|50.46\|-3.07\|51.00\|51.29\|50.20\|1056018;2026-03-20\|50.30\|-0.32\|50.98\|52.45\|50.21\|1544521;2026-03-23\|47.60\|-5.37\|48.95\|49.09\|47.35\|1370951;2026-03-24\|48.84\|2.60\|48.57\|48.88\|47.49\|1107629;2026-03-25\|50.31\|3.01\|49.39\|51.00\|49.02\|1264703;2026-03-26\|49.74\|-1.13\|50.00\|51.50\|49.57\|1072890;2026-03-27\|49.53\|-0.42\|48.63\|49.90\|48.40\|784645;2026-03-30\|49.27\|-0.52\|48.46\|49.29\|48.33\|662624;2026-03-31\|51.46\|4.44\|49.00\|52.85\|48.53\|2386740;2026-04-01\|53.32\|3.61\|53.00\|53.50\|51.47\|2154300;2026-04-02\|52.00\|-2.48\|52.66\|54.45\|51.75\|1571751;2026-04-03\|52.18\|0.35\|52.60\|53.18\|52.00\|1045401;2026-04-07\|52.58\|0.77\|52.98\|54.00\|52.00\|1205864;2026-04-08\|56.61\|7.66\|54.16\|56.61\|53.38\|2517587;2026-04-09\|55.02\|-2.81\|55.00\|55.81\|54.80\|1553887;2026-04-10\|56.52\|2.73\|55.60\|57.27\|55.33\|1909441;2026-04-13\|55.70\|-1.45\|56.00\|56.55\|55.40\|1357149;2026-04-14\|58.92\|5.78\|56.47\|59.29\|56.13\|2549507;2026-04-15\|57.82\|-1.87\|59.36\|59.97\|57.20\|1973741;2026-04-16\|59.32\|2.59\|57.99\|59.99\|57.40\|1805236;2026-04-17\|60.97\|2.78\|59.60\|61.20\|58.98\|1878179;2026-04-20\|61.51\|0.89\|61.89\|63.33\|61.01\|2131508;2026-04-21\|61.41\|-0.16\|60.97\|61.50\|59.87\|1392037;2026-04-22\|66.89\|8.92\|61.19\|67.55\|61.03\|3160832;2026-04-23\|67.92\|1.54\|66.98\|69.10\|66.66\|2777453;2026-04-24\|65.01\|-4.28\|66.57\|67.21\|63.67\|2646640;2026-04-27\|67.25\|3.45\|66.01\|68.00\|65.38\|2358367;2026-04-28\|68.20\|1.41\|67.25\|68.99\|66.92\|2371396;2026-04-29\|66.26\|-2.84\|67.77\|67.77\|64.00\|2823039;2026-04-30\|62.88\|-5.10\|65.90\|66.20\|62.71\|2924075;2026-05-06\|63.08\|0.32\|63.28\|63.88\|61.74\|2652838;2026-05-07\|64.18\|1.74\|64.09\|64.59\|63.00\|2103300;2026-05-08\|63.28\|-1.40\|63.00\|64.20\|62.77\|1620171;2026-05-11\|65.85\|4.06\|64.20\|65.87\|63.00\|2724029;2026-05-12\|64.40\|-2.20\|65.87\|65.90\|63.23\|2135259;2026-05-13\|70.84\|10.00\|64.10\|70.84\|63.86\|4073570;2026-05-14\|68.60\|-3.16\|74.00\|74.00\|67.28\|4017452;2026-05-15\|67.62\|-1.43\|69.50\|71.76\|67.37\|3425679;2026-05-18\|68.98\|2.01\|65.88\|70.23\|64.95\|2518482;2026-05-19\|68.56\|-0.61\|68.30\|69.04\|66.40\|1914640;2026-05-20\|68.15\|-0.60\|68.20\|68.49\|66.50\|2102607;2026-05-21\|65.50\|-3.89\|69.20\|69.50\|65.00\|2096550;2026-05-22\|67.16\|2.53\|66.11\|67.66\|64.50\|1947455;2026-05-25\|70.30\|4.68\|68.00\|70.50\|67.30\|2659917;2026-05-26\|69.98\|-0.46\|69.86\|70.80\|68.00\|2189253;2026-05-27\|70.08\|0.14\|69.90\|73.74\|69.69\|2892366;2026-05-28\|75.00\|7.02\|70.00\|76.28\|68.89\|3616913;2026-05-29\|73.40\|-2.13\|78.75\|79.63\|73.10\|3593584;2026-06-01\|73.75\|0.48\|75.20\|76.50\|72.19\|3013251;2026-06-02\|80.01\|8.49\|75.00\|81.11\|73.85\|3778912;2026-06-03\|81.05\|1.30\|79.95\|84.95\|78.43\|3866136;2026-06-04\|78.55\|-3.08\|80.00\|80.86\|77.35\|2805857;2026-06-05\|74.06\|-5.72\|77.50\|78.21\|73.10\|2616486;2026-06-08\|70.48\|-4.83\|69.99\|73.30\|69.34\|1973161;2026-06-09\|74.74\|6.04\|71.99\|74.88\|70.88\|2025786;2026-06-10\|71.13\|-4.83\|72.90\|73.50\|70.25\|1464118;2026-06-11\|69.52\|-2.26\|69.82\|71.55\|68.20\|1484767;2026-06-12\|70.13\|0.88\|71.94\|72.26\|70.00\|1465028;2026-06-15\|73.40\|4.66\|71.47\|73.40\|70.48\|1626218;2026-06-16\|72.90\|-0.68\|73.40\|74.99\|72.50\|1741995;2026-06-17\|72.64\|-0.36\|71.70\|72.83\|71.00\|1654286;2026-06-18\|78.08\|7.49\|72.00\|79.90\|71.95\|4249682;2026-06-22\|78.88\|1.02\|78.08\|79.41\|75.80\|2989520;2026-06-23\|74.10\|-6.06\|78.88\|78.89\|73.70\|2416537;2026-06-24\|76.78\|3.62\|73.00\|76.99\|73.00\|2147290;2026-06-25\|76.99\|0.27\|77.59\|77.70\|74.85\|1961813;2026-06-26\|70.22\|-8.79\|75.00\|75.00\|70.00\|2623513;2026-06-29\|69.61\|-0.87\|69.30\|71.46\|66.50\|1964970;2026-06-30\|72.15\|3.65\|69.56\|72.96\|69.18\|1637706;2026-07-01\|70.00\|-2.98\|73.00\|73.88\|69.50\|1629668;2026-07-02\|64.02\|-8.54\|67.46\|67.47\|63.63\|1935914;2026-07-03\|64.72\|1.09\|63.50\|66.22\|62.99\|1301297;2026-07-06\|63.59\|-1.75\|65.77\|66.00\|61.50\|1231123;2026-07-07\|63.78\|0.30\|63.17\|64.65\|62.50\|958989;2026-07-08\|66.01\|3.50\|65.00\|67.57\|64.32\|1803771;2026-07-09\|69.53\|5.33\|66.61\|69.66\|65.61\|1736829;2026-07-10\|66.27\|-4.69\|71.00\|71.00\|66.20\|2082384;2026-07-13\|63.08\|-4.81\|65.30\|66.16\|62.50\|1264134;2026-07-14\|65.60\|3.99\|62.90\|65.75\|62.08\|1422285;2026-07-15\|63.62\|-3.02\|65.88\|65.99\|63.50\|917560;2026-07-16\|63.02\|-0.94\|62.35\|64.94\|61.46\|982867;2026-07-17\|57.59\|-8.62\|62.02\|62.44\|56.82\|1549042;2026-07-20\|56.50\|-1.89\|58.88\|59.69\|55.04\|1477885;2026-07-21\|60.98\|7.93\|57.50\|61.90\|55.31\|1856786;2026-07-22\|60.71\|-0.44\|60.26\|62.98\|59.88\|1586872;2026-07-23\|62.88\|3.57\|61.99\|64.15\|60.99\|1599235;2026-07-24\|60.25\|-4.18\|61.05\|61.42\|60.17\|1110640
41428	Anthropic推出新顶级AI模型	复牌+算力中心+液冷+机器人 1、2月13日公司公告，公司计划通过发行可转换公司债券的方式，向中金算力基金等12名投资者收购其合计持有的控股孙公司广东润惠科技发展有限公司42.56%股权，同时募集配套资金。本次交易完成后，润泽科技将实现对广东润惠100%控股，进一步整合IDC及AIDC业务资源。公司股票将于2月24日开市起复牌。 2、据2025年半年报，公司目前已在京津冀、长三角、大湾区、成渝经济圈、甘肃、海南自贸港等6大核心区域，规划完成了7个AIDC智能算力基础设施集群，累积拥有61栋智算中心、约32万架机柜资源储备，基本完成了全国“一体化算力中心体系”框架布局。 3、据2025年4月24日公告，公司自主研发的机房AI智能巡检机器人项目已完成，可自主移动、智能感知并与现有管理系统无缝对接。	公司自身为国内领先的数据中心整体解决方案提供商，字节跳动为第一大客户；公司2025年上半年新增交付220MW算力中心，液冷机柜已规模化部署，廊坊单体200MW智算中心已按液冷标准规划设计	2026-03-17\|81.15\|-2.60\|84.40\|84.51\|81.03\|345210;2026-03-18\|86.91\|7.10\|82.40\|87.15\|81.68\|611733;2026-03-19\|89.75\|3.27\|84.30\|93.33\|84.10\|800379;2026-03-20\|85.97\|-4.21\|88.00\|89.58\|85.31\|518619;2026-03-23\|85.31\|-0.77\|84.44\|88.00\|83.75\|438549;2026-03-24\|84.40\|-1.07\|86.00\|86.80\|81.49\|372517;2026-03-25\|87.65\|3.85\|85.60\|89.90\|85.58\|529013;2026-03-26\|84.28\|-3.84\|86.78\|87.85\|84.08\|366327;2026-03-27\|83.45\|-0.98\|83.52\|84.57\|82.05\|269495;2026-03-30\|82.80\|-0.78\|81.50\|83.35\|80.54\|280114;2026-03-31\|80.80\|-2.42\|82.62\|84.31\|80.80\|277950;2026-04-01\|84.54\|4.63\|83.38\|85.32\|82.90\|441514;2026-04-02\|80.27\|-5.05\|84.00\|84.47\|79.89\|401915;2026-04-03\|81.00\|0.91\|81.79\|82.48\|80.25\|269540;2026-04-07\|79.51\|-1.84\|80.96\|81.81\|78.50\|276728;2026-04-08\|86.91\|9.31\|83.10\|86.92\|82.95\|582244;2026-04-09\|87.29\|0.44\|85.50\|87.50\|85.00\|482292;2026-04-10\|87.04\|-0.29\|88.00\|88.88\|86.00\|587719;2026-04-13\|89.22\|2.50\|85.30\|91.02\|85.00\|548846;2026-04-14\|91.14\|2.15\|92.00\|94.66\|89.94\|663628;2026-04-15\|90.26\|-0.97\|92.00\|92.99\|89.82\|508103;2026-04-16\|95.78\|6.12\|90.26\|97.98\|90.26\|765044;2026-04-17\|94.29\|-1.56\|94.00\|95.76\|94.00\|552466;2026-04-20\|95.20\|0.97\|94.50\|96.55\|93.33\|534533;2026-04-21\|90.05\|-5.41\|93.94\|93.94\|89.63\|581455;2026-04-22\|93.50\|3.83\|89.98\|93.94\|89.20\|573372;2026-04-23\|95.87\|2.53\|92.88\|99.65\|92.68\|746729;2026-04-24\|92.95\|-3.05\|94.78\|95.15\|90.00\|603549;2026-04-27\|90.12\|-3.04\|93.01\|94.00\|89.60\|480861;2026-04-28\|88.31\|-2.01\|90.50\|91.50\|88.09\|382471;2026-04-29\|90.44\|2.41\|87.38\|92.95\|86.63\|459592;2026-04-30\|89.06\|-1.53\|89.98\|91.00\|87.05\|389058;2026-05-06\|96.21\|8.03\|93.00\|99.88\|93.00\|882013;2026-05-07\|97.45\|1.29\|96.30\|98.20\|95.35\|618999;2026-05-08\|98.08\|0.65\|96.01\|100.90\|95.08\|660766;2026-05-11\|97.91\|-0.17\|102.98\|103.00\|96.00\|752454;2026-05-12\|91.38\|-6.67\|96.68\|97.20\|91.07\|798839;2026-05-13\|101.62\|11.21\|90.90\|105.00\|90.01\|1127112;2026-05-14\|99.67\|-1.92\|103.43\|104.48\|97.81\|859062;2026-05-15\|102.46\|2.80\|102.07\|110.98\|100.62\|1259480;2026-05-18\|99.39\|-3.00\|103.89\|105.18\|98.26\|864738;2026-05-19\|98.33\|-1.07\|100.90\|100.98\|95.70\|662231;2026-05-20\|95.85\|-2.52\|97.00\|99.00\|94.62\|559374;2026-05-21\|91.58\|-4.45\|97.40\|98.28\|90.90\|682232;2026-05-22\|93.35\|1.93\|92.90\|93.80\|90.51\|503750;2026-05-25\|94.58\|1.32\|93.39\|94.84\|91.20\|582515;2026-05-26\|89.01\|-5.89\|93.33\|93.33\|88.87\|582726;2026-05-27\|84.47\|-5.10\|87.81\|88.56\|84.00\|547404;2026-05-28\|86.47\|2.37\|88.04\|88.66\|84.51\|401769;2026-05-29\|83.87\|-3.01\|85.20\|86.99\|81.77\|433702;2026-06-01\|82.19\|-2.00\|83.00\|85.10\|82.08\|303440;2026-06-02\|80.23\|-2.38\|79.61\|81.36\|75.77\|548839;2026-06-03\|81.37\|1.42\|79.10\|82.50\|78.55\|422877;2026-06-04\|81.78\|0.50\|79.70\|82.40\|79.10\|303612;2026-06-05\|78.17\|-4.41\|81.00\|81.00\|77.94\|334809;2026-06-08\|74.11\|-5.19\|75.00\|76.83\|73.30\|328854;2026-06-09\|76.03\|2.59\|75.00\|76.72\|73.95\|282318;2026-06-10\|76.90\|1.14\|75.40\|80.58\|75.20\|393456;2026-06-11\|74.02\|-3.75\|75.45\|76.06\|73.56\|335017;2026-06-12\|73.53\|-0.66\|75.50\|76.16\|73.40\|304750;2026-06-15\|78.55\|6.83\|74.80\|78.82\|74.66\|391928;2026-06-16\|79.37\|1.04\|78.61\|80.14\|77.70\|350348;2026-06-17\|81.17\|2.27\|78.51\|81.57\|78.00\|336966;2026-06-18\|85.18\|4.94\|81.15\|85.23\|80.92\|464686;2026-06-22\|86.00\|0.96\|85.28\|89.18\|84.98\|551654;2026-06-23\|82.23\|-4.38\|85.00\|87.14\|81.82\|449620;2026-06-24\|85.60\|4.10\|82.20\|85.86\|81.03\|437224;2026-06-25\|83.59\|-2.35\|85.60\|86.80\|82.79\|438218;2026-06-26\|77.77\|-6.96\|82.00\|82.00\|77.56\|445856;2026-06-29\|76.20\|-2.02\|77.03\|78.89\|74.92\|307233;2026-06-30\|83.07\|9.02\|76.16\|85.62\|75.20\|527510;2026-07-01\|90.06\|8.41\|83.40\|93.00\|81.09\|917389;2026-07-02\|87.80\|-2.51\|87.17\|92.00\|86.80\|676100;2026-07-03\|85.44\|-2.69\|86.75\|90.30\|85.40\|453478;2026-07-06\|80.95\|-5.26\|85.66\|86.00\|79.69\|409973;2026-07-07\|78.41\|-2.85\|80.71\|81.50\|77.21\|262919;2026-07-08\|79.16\|0.96\|78.98\|81.80\|77.89\|401002;2026-07-09\|80.08\|1.16\|81.20\|81.26\|77.03\|377583;2026-07-10\|82.25\|2.71\|80.00\|86.31\|79.50\|550829;2026-07-13\|77.50\|-5.78\|81.51\|84.06\|77.18\|395477;2026-07-14\|71.60\|-7.61\|77.11\|77.50\|68.70\|537496;2026-07-15\|70.06\|-2.15\|71.71\|72.64\|69.72\|279101;2026-07-16\|69.08\|-1.40\|68.77\|71.55\|68.07\|249939;2026-07-17\|64.36\|-6.83\|68.56\|68.80\|63.16\|358166;2026-07-20\|66.60\|3.48\|68.80\|70.62\|64.46\|422555;2026-07-21\|68.71\|3.17\|66.60\|68.73\|61.64\|462896;2026-07-22\|68.58\|-0.19\|68.00\|71.36\|67.38\|454981;2026-07-23\|67.77\|-1.18\|68.00\|70.03\|67.32\|276336;2026-07-24\|64.80\|-4.38\|65.92\|66.83\|64.80\|217611
41427	Anthropic推出新顶级AI模型	涨停揭秘：北美头部客户AI服务器扩容带动精密部品需求爆发，公司切入高效配电装置赛道直接受益；涨停缘由：Anthropic新模型Mythos催化全球AI服务器出货提速；公司为施耐德等客户提供AI数据中心专用配电结构件，订单可见度提升；资金逻辑：游资主导小市值AI硬件链补涨行情，津荣天宇作为细分隐形冠军具备强弹性，叠加一季报预增预期强化博弈动能；风险提示：客户集中度较高，北美供应链政策变动可能影响订单稳定性	公司电气类精密部品已配套北美施耐德等客户，为AI数据中心设计高效配电装置，直接受益算力基建扩张	2026-03-17\|27.00\|-2.91\|28.10\|28.58\|27.00\|42448;2026-03-18\|27.76\|2.81\|27.30\|27.87\|27.02\|31624;2026-03-19\|26.81\|-3.42\|27.50\|27.50\|26.66\|34597;2026-03-20\|26.90\|0.34\|26.84\|28.57\|26.80\|62311;2026-03-23\|25.45\|-5.39\|26.32\|26.98\|25.19\|71286;2026-03-24\|26.19\|2.91\|26.00\|26.26\|25.07\|43000;2026-03-25\|26.24\|0.19\|26.18\|26.82\|25.89\|59093;2026-03-26\|25.39\|-3.24\|26.24\|26.66\|25.29\|43824;2026-03-27\|25.45\|0.24\|25.10\|25.88\|24.86\|37538;2026-03-30\|25.29\|-0.63\|25.00\|25.32\|24.62\|30151;2026-03-31\|24.49\|-3.16\|25.15\|25.73\|24.44\|34355;2026-04-01\|25.61\|4.57\|25.20\|25.77\|24.51\|67540;2026-04-02\|25.88\|1.05\|25.38\|26.23\|25.28\|59826;2026-04-03\|24.77\|-4.29\|25.86\|26.48\|24.70\|48006;2026-04-07\|24.63\|-0.57\|24.83\|25.14\|24.45\|30666;2026-04-08\|27.27\|10.72\|25.28\|28.03\|25.21\|113992;2026-04-09\|27.38\|0.40\|27.20\|27.64\|26.95\|57700;2026-04-10\|27.74\|1.31\|27.90\|28.24\|27.45\|55414;2026-04-13\|28.26\|1.87\|27.60\|28.46\|27.58\|47216;2026-04-14\|28.13\|-0.46\|28.29\|28.43\|27.58\|40865;2026-04-15\|27.90\|-0.82\|28.18\|28.70\|27.77\|38815;2026-04-16\|28.03\|0.47\|27.99\|28.08\|27.46\|45792;2026-04-17\|28.07\|0.14\|28.00\|28.37\|27.78\|27826;2026-04-20\|28.05\|-0.07\|27.88\|28.49\|27.57\|30532;2026-04-21\|27.73\|-1.14\|28.05\|28.16\|27.35\|28075;2026-04-22\|28.35\|2.24\|27.79\|28.74\|27.40\|50443;2026-04-23\|27.62\|-2.58\|28.32\|28.87\|27.44\|42572;2026-04-24\|26.37\|-4.53\|27.45\|27.59\|26.11\|47652;2026-04-27\|26.22\|-0.57\|26.37\|26.62\|26.08\|35479;2026-04-28\|26.32\|0.38\|26.22\|27.27\|26.08\|41854;2026-04-29\|26.69\|1.41\|26.26\|26.99\|26.10\|35277;2026-04-30\|27.25\|2.10\|26.60\|27.80\|26.44\|49779;2026-05-06\|27.44\|0.70\|27.42\|27.83\|27.17\|45840;2026-05-07\|28.98\|5.61\|27.51\|29.18\|27.43\|74934;2026-05-08\|29.21\|0.79\|29.00\|29.55\|28.70\|56087;2026-05-11\|29.93\|2.46\|29.46\|30.56\|28.81\|74041;2026-05-12\|30.33\|1.34\|29.78\|31.31\|29.73\|77579;2026-05-13\|30.55\|0.73\|30.13\|31.10\|29.89\|56318;2026-05-14\|29.89\|-2.16\|30.67\|30.80\|29.81\|51798;2026-05-15\|30.30\|1.37\|29.89\|30.99\|29.63\|61058;2026-05-18\|29.57\|-2.41\|29.88\|30.22\|29.39\|35882;2026-05-19\|30.16\|2.00\|29.64\|30.86\|29.50\|50783;2026-05-20\|29.55\|-2.02\|30.06\|30.06\|29.31\|32584;2026-05-21\|28.70\|-2.88\|29.86\|31.19\|28.61\|64300;2026-05-22\|29.45\|2.61\|29.00\|29.55\|28.40\|46205;2026-05-25\|29.57\|0.41\|29.71\|29.97\|28.75\|44777;2026-05-26\|27.48\|-7.07\|29.38\|29.62\|27.13\|70062;2026-05-27\|26.38\|-4.00\|27.35\|27.80\|26.14\|50366;2026-05-28\|27.32\|3.56\|26.30\|27.62\|26.15\|60110;2026-05-29\|17.91\|-7.54\|19.43\|19.89\|17.82\|84375;2026-06-01\|18.36\|2.51\|18.00\|18.63\|17.70\|68358;2026-06-02\|18.24\|-0.65\|18.30\|18.52\|17.85\|49332;2026-06-03\|17.63\|-3.34\|18.19\|18.50\|17.40\|71467;2026-06-04\|17.20\|-2.44\|17.61\|17.71\|17.07\|44495;2026-06-05\|17.55\|2.03\|17.11\|17.98\|16.68\|62943;2026-06-08\|17.05\|-2.85\|17.12\|17.79\|16.80\|54084;2026-06-09\|17.23\|1.06\|17.14\|17.55\|16.92\|41879;2026-06-10\|16.51\|-4.18\|17.12\|17.12\|16.18\|51839;2026-06-11\|16.55\|0.24\|16.41\|16.80\|16.09\|39094;2026-06-12\|16.49\|-0.36\|16.80\|16.96\|16.26\|48639;2026-06-15\|17.30\|4.91\|16.40\|17.87\|16.40\|67355;2026-06-16\|17.39\|0.52\|17.31\|17.69\|16.86\|47565;2026-06-17\|17.70\|1.78\|17.40\|18.17\|17.19\|62939;2026-06-18\|17.73\|0.17\|17.52\|17.96\|17.17\|46747;2026-06-22\|17.27\|-2.59\|17.57\|17.87\|16.76\|45528;2026-06-23\|17.20\|-0.41\|17.20\|17.67\|17.06\|39016;2026-06-24\|16.55\|-3.78\|17.14\|17.25\|16.44\|49337;2026-06-25\|16.02\|-3.20\|16.54\|16.61\|15.70\|55006;2026-06-26\|15.31\|-4.43\|15.94\|15.99\|15.29\|40961;2026-06-29\|15.70\|2.55\|15.20\|15.95\|14.95\|59259;2026-06-30\|15.63\|-0.45\|15.70\|15.86\|15.54\|41087;2026-07-01\|15.86\|1.47\|15.50\|16.37\|15.38\|52576;2026-07-02\|15.90\|0.25\|15.72\|16.44\|15.68\|39393;2026-07-03\|16.19\|1.82\|15.89\|16.51\|15.85\|44149;2026-07-06\|15.66\|-3.27\|16.16\|16.38\|15.61\|51453;2026-07-07\|15.70\|0.26\|15.69\|16.44\|15.54\|72242;2026-07-08\|15.01\|-4.39\|15.55\|15.58\|14.98\|49436;2026-07-09\|14.96\|-0.33\|14.90\|15.07\|14.36\|39640;2026-07-10\|14.81\|-1.00\|14.95\|15.30\|14.78\|38067;2026-07-13\|13.85\|-6.48\|14.81\|14.84\|13.76\|51357;2026-07-14\|13.94\|0.65\|14.08\|14.08\|13.50\|42757;2026-07-15\|14.00\|0.43\|13.95\|14.16\|13.78\|32526;2026-07-16\|14.26\|1.86\|13.93\|14.95\|13.68\|61451;2026-07-17\|13.83\|-3.02\|14.20\|14.56\|13.55\|69902;2026-07-20\|13.22\|-4.41\|13.91\|14.22\|12.99\|69862;2026-07-21\|13.64\|3.18\|13.41\|13.72\|12.44\|66035;2026-07-22\|15.49\|13.56\|13.57\|16.18\|13.49\|162158;2026-07-23\|14.96\|-3.42\|15.40\|15.63\|14.60\|134708;2026-07-24\|14.18\|-5.21\|14.83\|14.83\|14.02\|79932
41426	Anthropic推出新顶级AI模型	算力租赁+昇腾一体机+字节合作 1、据2025年7月24日互动易，控股子公司亚康华创推出搭载昇腾芯片、DeepSeek平台的桌面级智能一体机D-BOX Pro，已适配DeepSeek 1.5B/7B/8B/14B四款基础模型。 2、据2025年2月24日互动易，公司可转债募投“算力中心项目”已完成，布局算力租赁业务并已与客户签订合同。 3、据2025年1月21日互动易，公司与字节跳动在算力设备交付以及数据中心的运维服务领域拥有稳定合作。	公司合资成立东数西算庆阳智算中心；网传公司是kimi、字节跳动算力提供商	2026-03-17\|60.06\|-2.69\|62.39\|62.99\|60.00\|32216;2026-03-18\|63.77\|6.18\|60.80\|64.11\|60.42\|54789;2026-03-19\|67.59\|5.99\|62.98\|71.00\|62.51\|115988;2026-03-20\|63.38\|-6.23\|68.18\|68.99\|63.33\|75037;2026-03-23\|60.05\|-5.25\|62.00\|64.01\|59.50\|47893;2026-03-24\|61.20\|1.92\|61.99\|62.08\|58.54\|46267;2026-03-25\|64.77\|5.83\|62.00\|66.08\|62.00\|67782;2026-03-26\|61.00\|-5.82\|64.76\|64.76\|60.44\|51237;2026-03-27\|60.48\|-0.85\|59.96\|61.85\|59.57\|42749;2026-03-30\|59.51\|-1.60\|58.09\|59.99\|56.26\|52122;2026-03-31\|57.70\|-3.04\|59.01\|61.28\|57.60\|35984;2026-04-01\|59.96\|3.92\|59.69\|61.20\|58.58\|44406;2026-04-02\|55.23\|-7.89\|59.65\|59.83\|54.66\|48299;2026-04-03\|55.08\|-0.27\|56.41\|57.16\|54.79\|33296;2026-04-07\|55.11\|0.05\|55.01\|56.09\|54.30\|26179;2026-04-08\|61.35\|11.32\|56.94\|61.65\|56.88\|68976;2026-04-09\|59.79\|-2.54\|60.09\|60.99\|58.71\|43038;2026-04-10\|59.39\|-0.67\|60.19\|60.49\|59.25\|29975;2026-04-13\|62.19\|4.71\|58.68\|62.99\|58.52\|44713;2026-04-14\|65.55\|5.40\|63.11\|67.70\|62.67\|57494;2026-04-15\|64.44\|-1.69\|67.49\|67.49\|64.20\|36537;2026-04-16\|67.26\|4.38\|69.00\|70.70\|66.38\|115364;2026-04-17\|67.30\|0.06\|65.63\|71.30\|63.10\|121343;2026-04-20\|69.75\|3.64\|67.30\|71.90\|66.70\|81140;2026-04-21\|69.88\|0.19\|68.01\|70.50\|67.25\|58306;2026-04-22\|71.80\|2.75\|69.36\|72.71\|67.50\|70855;2026-04-23\|69.29\|-3.50\|70.58\|72.99\|68.70\|43549;2026-04-24\|69.25\|-0.06\|68.68\|72.41\|66.81\|51070;2026-04-27\|72.50\|4.69\|69.55\|74.50\|69.20\|56001;2026-04-28\|69.79\|-3.74\|72.01\|72.60\|69.61\|40039;2026-04-29\|71.45\|2.38\|70.00\|73.59\|69.50\|48565;2026-04-30\|70.09\|-1.90\|71.08\|72.49\|69.80\|42184;2026-05-06\|78.23\|11.61\|72.20\|79.34\|72.00\|78083;2026-05-07\|78.18\|-0.06\|78.17\|78.35\|76.55\|42715;2026-05-08\|78.96\|1.00\|77.94\|79.20\|75.75\|46836;2026-05-11\|78.40\|-0.71\|80.50\|83.00\|76.23\|52841;2026-05-12\|76.30\|-2.68\|78.00\|78.00\|74.98\|42583;2026-05-13\|79.20\|3.80\|76.00\|80.30\|74.84\|42358;2026-05-14\|77.00\|-2.78\|80.41\|82.00\|76.90\|32299;2026-05-15\|76.14\|-1.12\|77.27\|80.44\|75.54\|33956;2026-05-18\|79.67\|4.64\|77.01\|81.81\|77.01\|42132;2026-05-19\|84.40\|5.94\|79.28\|84.83\|78.41\|47812;2026-05-20\|81.48\|-3.46\|82.83\|89.09\|80.95\|49145;2026-05-21\|75.98\|-6.75\|81.35\|83.00\|75.90\|47867;2026-05-22\|81.57\|7.36\|77.00\|82.50\|76.00\|43242;2026-05-25\|81.15\|-0.51\|84.57\|84.66\|79.68\|35807;2026-05-26\|78.38\|-3.41\|80.01\|81.48\|76.89\|31644;2026-05-27\|74.55\|-4.89\|77.81\|78.41\|74.04\|32941;2026-05-28\|77.28\|3.66\|75.50\|77.89\|72.81\|34432;2026-05-29\|74.31\|-3.84\|78.66\|81.68\|73.40\|44839;2026-06-01\|72.99\|-1.78\|73.93\|77.32\|72.96\|40240;2026-06-02\|69.30\|-5.06\|72.86\|74.03\|67.80\|42473;2026-06-03\|67.33\|-2.84\|68.97\|69.94\|66.67\|30406;2026-06-04\|66.33\|-1.49\|66.23\|67.35\|65.18\|28678;2026-06-05\|66.00\|-0.50\|66.17\|67.36\|63.01\|35609;2026-06-08\|62.45\|-5.38\|63.63\|65.03\|61.31\|29459;2026-06-09\|63.63\|1.89\|63.11\|63.80\|61.78\|21237;2026-06-10\|62.05\|-2.48\|63.00\|65.00\|61.01\|25195;2026-06-11\|59.78\|-3.66\|61.00\|61.89\|58.82\|24294;2026-06-12\|59.01\|-1.29\|60.40\|60.98\|58.60\|21666;2026-06-15\|61.50\|4.22\|59.99\|62.10\|59.99\|22437;2026-06-16\|64.15\|4.31\|61.10\|64.65\|60.50\|27491;2026-06-17\|63.85\|-0.47\|63.92\|65.78\|63.21\|24533;2026-06-18\|66.15\|3.60\|64.22\|66.92\|64.16\|31917;2026-06-22\|67.99\|2.78\|65.66\|68.97\|65.51\|35796;2026-06-23\|65.04\|-4.34\|67.71\|67.71\|64.76\|26250;2026-06-24\|64.72\|-0.49\|65.00\|65.75\|63.40\|26023;2026-06-25\|62.91\|-2.80\|64.50\|66.12\|61.50\|24480;2026-06-26\|59.14\|-5.99\|61.94\|63.00\|58.96\|24488;2026-06-29\|57.05\|-3.53\|59.03\|59.42\|55.40\|26260;2026-06-30\|60.61\|6.24\|57.05\|61.38\|56.64\|26749;2026-07-01\|62.52\|3.15\|60.62\|64.19\|59.80\|29821;2026-07-02\|60.36\|-3.45\|61.71\|63.46\|60.04\|26070;2026-07-03\|60.65\|0.48\|60.50\|62.50\|60.13\|19264;2026-07-06\|60.27\|-0.63\|61.22\|61.22\|57.81\|23203;2026-07-07\|57.16\|-5.16\|60.19\|60.20\|56.90\|16283;2026-07-08\|58.16\|1.75\|57.44\|59.36\|56.96\|24820;2026-07-09\|60.66\|4.30\|58.81\|60.94\|57.20\|29122;2026-07-10\|61.05\|0.64\|60.00\|63.60\|59.80\|28386;2026-07-13\|58.31\|-4.49\|60.58\|63.00\|57.70\|29593;2026-07-14\|57.47\|-1.44\|59.48\|59.48\|54.71\|27275;2026-07-15\|56.67\|-1.39\|57.36\|58.50\|56.30\|19401;2026-07-16\|56.35\|-0.56\|56.02\|58.45\|55.23\|24149;2026-07-17\|52.21\|-7.35\|58.61\|59.50\|52.00\|37818;2026-07-20\|53.49\|2.45\|58.66\|62.00\|51.50\|77385;2026-07-21\|54.00\|0.95\|52.53\|54.58\|46.38\|79469;2026-07-22\|53.33\|-1.24\|52.19\|56.00\|52.19\|50169;2026-07-23\|53.17\|-0.30\|53.78\|55.88\|51.76\|40850;2026-07-24\|51.26\|-3.59\|51.82\|52.88\|50.88\|25373
41425	Anthropic推出新顶级AI模型	东数西算+液冷服务器+业绩预增 1、2026年1月26日公告，公司预计2025年归母净利润2500–3700万元，同比扭亏为盈，主因精密散热产品订单及海外收入大幅增长。 2、2025年9月12日互动易，公司响应“东数西算”战略，已为八大算力枢纽提供设备，订单约4亿元，并承建12000P智算中心机电总包。 3、2026年1月29日投资者关系活动记录表，公司拥有液冷全栈解决方案，服务阿里、字节等头部客户，境外收入2025年上半年同比增60.31%。	数字基础设施全生命周期绿色解决方案服务商；公司已成功完成浸没式液冷产品的开发，并在中东地区成功投运首台套 NetLiq200 2.0 液冷升级版产品	2026-03-17\|16.66\|-6.82\|17.88\|17.90\|16.55\|347652;2026-03-18\|18.91\|13.51\|16.83\|19.24\|16.83\|807336;2026-03-19\|18.40\|-2.70\|18.48\|19.03\|18.26\|480723;2026-03-20\|17.68\|-3.91\|18.43\|18.72\|17.60\|332639;2026-03-23\|16.61\|-6.05\|17.34\|17.88\|16.43\|351786;2026-03-24\|17.01\|2.41\|17.00\|17.33\|16.13\|400106;2026-03-25\|17.60\|3.47\|17.08\|18.26\|17.08\|422343;2026-03-26\|16.45\|-6.53\|17.44\|17.58\|16.34\|329273;2026-03-27\|16.38\|-0.43\|15.97\|16.65\|15.73\|243243;2026-03-30\|16.80\|2.56\|16.00\|16.93\|15.63\|284536;2026-03-31\|16.11\|-4.11\|16.65\|16.92\|16.09\|216302;2026-04-01\|16.58\|2.92\|16.60\|17.13\|16.37\|278061;2026-04-02\|15.46\|-6.76\|16.42\|16.46\|15.29\|321779;2026-04-03\|15.35\|-0.71\|15.58\|15.74\|15.21\|228385;2026-04-07\|15.20\|-0.98\|15.35\|15.61\|15.11\|183458;2026-04-08\|16.96\|11.58\|15.80\|17.05\|15.77\|456312;2026-04-09\|17.04\|0.47\|16.81\|17.12\|16.60\|295271;2026-04-10\|16.87\|-1.00\|17.17\|17.50\|16.86\|281950;2026-04-13\|17.26\|2.31\|16.75\|17.65\|16.73\|294755;2026-04-14\|17.83\|3.30\|17.51\|18.09\|17.51\|334122;2026-04-15\|17.34\|-2.75\|17.68\|17.86\|17.28\|249644;2026-04-16\|18.10\|4.38\|17.34\|18.25\|17.34\|379152;2026-04-17\|17.85\|-1.38\|17.82\|18.19\|17.66\|295798;2026-04-20\|18.48\|3.53\|17.97\|18.50\|17.72\|500273;2026-04-21\|18.11\|-2.00\|17.81\|18.19\|17.62\|357952;2026-04-22\|18.26\|0.83\|17.99\|18.32\|17.46\|385979;2026-04-23\|17.99\|-1.48\|18.11\|18.45\|17.81\|318715;2026-04-24\|17.65\|-1.89\|17.90\|18.08\|17.32\|236481;2026-04-27\|17.58\|-0.40\|17.79\|17.84\|17.20\|201106;2026-04-28\|17.63\|0.28\|17.41\|17.97\|17.18\|313387;2026-04-29\|17.56\|-0.40\|17.47\|17.93\|17.35\|240059;2026-04-30\|17.56\|0.00\|17.40\|17.75\|16.56\|334553;2026-05-06\|18.01\|2.56\|17.76\|18.24\|17.70\|371851;2026-05-07\|18.48\|2.61\|18.19\|18.48\|18.06\|456556;2026-05-08\|18.45\|-0.16\|18.20\|18.56\|18.00\|349541;2026-05-11\|18.41\|-0.22\|18.67\|18.76\|18.23\|363177;2026-05-12\|18.82\|2.23\|18.30\|19.35\|18.30\|612309;2026-05-13\|19.46\|3.40\|18.41\|19.53\|18.41\|612001;2026-05-14\|19.01\|-2.31\|20.20\|20.98\|19.01\|813926;2026-05-15\|18.43\|-3.05\|19.09\|19.22\|18.22\|486416;2026-05-18\|18.52\|0.49\|18.14\|19.10\|18.14\|289814;2026-05-19\|18.75\|1.24\|18.33\|18.84\|17.92\|283873;2026-05-20\|19.03\|1.49\|18.58\|19.40\|18.46\|413802;2026-05-21\|17.41\|-8.51\|19.10\|19.20\|17.38\|550472;2026-05-22\|18.01\|3.45\|17.59\|18.10\|17.32\|314942;2026-05-25\|17.37\|-3.55\|18.13\|18.29\|17.16\|294616;2026-05-26\|16.64\|-4.20\|17.17\|17.25\|16.20\|261274;2026-05-27\|16.04\|-3.61\|16.59\|16.92\|15.91\|216364;2026-05-28\|16.06\|0.12\|16.13\|16.28\|15.62\|194021;2026-05-29\|15.02\|-6.48\|16.11\|16.24\|14.90\|238437;2026-06-01\|14.90\|-0.80\|15.08\|15.36\|14.88\|146498;2026-06-02\|14.67\|-1.54\|14.92\|15.08\|14.24\|186589;2026-06-03\|15.78\|7.57\|15.71\|16.78\|15.36\|569724;2026-06-04\|15.79\|0.06\|15.61\|16.15\|15.55\|292513;2026-06-05\|15.88\|0.57\|15.61\|16.39\|15.46\|312552;2026-06-08\|14.63\|-7.87\|15.31\|15.59\|14.51\|259178;2026-06-09\|15.30\|4.58\|14.81\|15.34\|14.65\|212434;2026-06-10\|14.79\|-3.33\|15.19\|15.49\|14.67\|185274;2026-06-11\|14.36\|-2.91\|14.60\|14.83\|14.25\|156890;2026-06-12\|14.76\|2.79\|14.70\|14.85\|14.54\|162208;2026-06-15\|15.40\|4.34\|14.88\|15.45\|14.80\|188898;2026-06-16\|17.12\|11.17\|15.82\|17.44\|15.82\|533968;2026-06-17\|17.41\|1.69\|16.75\|17.48\|16.68\|365068;2026-06-18\|17.36\|-0.29\|17.35\|18.01\|17.32\|299968;2026-06-22\|17.17\|-1.09\|17.43\|17.63\|16.75\|271100;2026-06-23\|16.98\|-1.11\|17.26\|18.15\|16.86\|381163;2026-06-24\|16.92\|-0.35\|17.14\|17.15\|16.32\|262258;2026-06-25\|16.45\|-2.78\|16.93\|17.40\|16.34\|257383;2026-06-26\|15.52\|-5.65\|16.30\|16.30\|15.45\|252453;2026-06-29\|14.81\|-4.57\|15.38\|15.79\|14.60\|210445;2026-06-30\|15.40\|3.98\|14.89\|15.64\|14.55\|186668;2026-07-01\|15.21\|-1.23\|15.41\|15.72\|15.04\|216120;2026-07-02\|14.59\|-4.08\|14.97\|15.24\|14.55\|206022;2026-07-03\|14.82\|1.58\|14.67\|15.28\|14.55\|176968;2026-07-06\|15.78\|6.48\|14.85\|16.56\|14.70\|383796;2026-07-07\|14.85\|-5.89\|15.78\|15.78\|14.75\|257216;2026-07-08\|15.24\|2.63\|14.95\|15.39\|14.60\|234636;2026-07-09\|16.04\|5.25\|15.42\|16.39\|14.60\|344299;2026-07-10\|16.91\|5.42\|15.83\|17.74\|15.75\|565938;2026-07-13\|15.80\|-6.56\|16.70\|17.18\|15.73\|300749;2026-07-14\|15.75\|-0.32\|15.97\|16.30\|14.83\|287265;2026-07-15\|15.27\|-3.05\|15.80\|16.05\|15.08\|201721;2026-07-16\|15.42\|0.98\|15.00\|15.57\|14.80\|231109;2026-07-17\|13.30\|-13.75\|15.27\|15.33\|13.22\|378239;2026-07-20\|12.55\|-5.64\|13.54\|13.88\|12.09\|297260;2026-07-21\|12.95\|3.19\|12.54\|12.95\|11.41\|297699;2026-07-22\|12.82\|-1.00\|12.66\|13.37\|12.63\|222327;2026-07-23\|12.60\|-1.72\|12.81\|13.20\|12.43\|183277;2026-07-24\|12.09\|-4.05\|12.32\|12.48\|12.07\|116456

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