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
122888	美股光通信板块大涨	CPO+激光器+业绩预增行业原因： 2月25日美股盘后，英伟达公布最新单季营收达680亿美元并给出强劲指引，英伟达CEO黄仁勋在电话会上表示，代理AI已达到拐点，算力直接转化为收入。公司原因： 1、据2025年9月16日互动易，公司MPO、MMC已通过senko、uscon认证并扩产，FAU已在国内头部光模块厂批量出货，CPO架构下单设备用量达传统模块3–5倍。 2、据2026年1月30日公告，公司预计2025年净利润2.62–3.09亿元，同比增长97.69%–132.88%，主因全球激光器需求提升及光通信业务快速放量。 3、据2025年8月27日半年度报告，公司500W MOPA脉冲激光器已定向用于动力电池极片切割与清洗，并持续配合固态电池工艺优化。	1、公司光纤器件主要包括光纤连接器、光纤组件等，主要应用于光纤通信领域，包括光纤到户、4G/5G基站建设、数据中心和云计算等； 2、公司自主研发的固体激光器可用于光敏树脂固化的3D打印应用，MOPA脉冲激光器可用于金属粉末3D打印	2026-04-30\|356.01\|9.88\|344.00\|375.00\|333.71\|58906;2026-05-06\|352.00\|-1.13\|356.01\|359.63\|340.74\|58018;2026-05-07\|374.60\|6.42\|351.81\|378.00\|340.05\|45694;2026-05-08\|375.02\|0.11\|362.00\|379.99\|358.00\|37538;2026-05-11\|375.04\|0.01\|386.50\|388.47\|363.88\|38475;2026-05-12\|369.99\|-1.35\|375.00\|388.00\|355.00\|47271;2026-05-13\|369.00\|-0.27\|361.28\|375.20\|356.50\|35846;2026-05-14\|374.00\|1.35\|366.88\|389.68\|366.88\|42925;2026-05-15\|394.80\|5.56\|386.00\|422.88\|385.55\|57916;2026-05-18\|399.00\|1.06\|382.00\|410.99\|370.33\|44925;2026-05-19\|405.90\|1.73\|390.54\|411.68\|378.00\|42160;2026-05-20\|405.50\|-0.10\|400.00\|407.66\|388.00\|34716;2026-05-21\|380.00\|-6.29\|415.00\|424.42\|380.00\|36782;2026-05-22\|449.45\|18.28\|387.22\|453.97\|386.81\|49355;2026-05-25\|444.63\|-1.07\|450.00\|454.90\|427.20\|38383;2026-05-26\|451.59\|1.57\|440.62\|465.88\|436.18\|39940;2026-05-27\|422.00\|-6.55\|459.59\|460.00\|413.20\|41534;2026-05-28\|431.17\|2.17\|417.70\|437.00\|398.11\|42369;2026-05-29\|388.60\|-9.87\|423.00\|428.90\|384.01\|48462;2026-06-01\|369.83\|-4.83\|396.37\|403.00\|366.03\|45216;2026-06-02\|380.80\|2.97\|377.63\|390.77\|360.57\|38027;2026-06-03\|402.00\|5.57\|393.00\|419.88\|391.83\|45385;2026-06-04\|401.78\|-0.05\|383.00\|404.88\|382.23\|32760;2026-06-05\|374.00\|-6.91\|392.00\|404.66\|370.00\|42686;2026-06-08\|349.09\|-6.66\|343.99\|364.48\|343.99\|55678;2026-06-09\|367.08\|5.15\|357.00\|369.98\|348.00\|30625;2026-06-10\|365.58\|-0.41\|360.10\|373.68\|352.14\|32836;2026-06-11\|365.30\|-0.08\|366.00\|374.15\|358.80\|28314;2026-06-12\|370.56\|1.44\|376.26\|389.99\|362.00\|40344;2026-06-15\|417.30\|12.61\|375.00\|417.75\|367.80\|55529;2026-06-16\|448.94\|7.81\|419.99\|454.08\|417.73\|47110;2026-06-17\|445.00\|-0.88\|442.50\|458.06\|440.01\|40525;2026-06-18\|449.00\|0.90\|443.00\|456.63\|437.00\|30763;2026-06-22\|442.67\|-1.41\|456.00\|463.02\|436.00\|32583;2026-06-23\|421.20\|-4.85\|439.00\|448.58\|418.10\|33184;2026-06-24\|418.94\|-0.54\|420.00\|427.80\|405.00\|38745;2026-06-25\|498.29\|18.94\|415.06\|502.44\|400.60\|81129;2026-06-26\|472.81\|-5.11\|483.34\|499.27\|465.12\|62212;2026-06-29\|442.01\|-6.51\|472.81\|488.00\|433.02\|47909;2026-06-30\|470.00\|6.33\|444.00\|477.83\|430.01\|39006;2026-07-01\|433.00\|-7.87\|468.20\|473.38\|428.29\|39595;2026-07-02\|386.88\|-10.65\|411.59\|419.88\|383.54\|44109;2026-07-03\|395.00\|2.10\|380.46\|412.98\|378.18\|39560;2026-07-06\|391.56\|-0.87\|400.00\|413.57\|384.28\|29279;2026-07-07\|395.61\|1.03\|391.77\|404.79\|382.10\|25563;2026-07-08\|389.81\|-1.47\|403.32\|410.00\|383.26\|27650;2026-07-09\|445.00\|14.16\|402.00\|448.00\|378.88\|50099;2026-07-10\|414.02\|-6.96\|444.00\|461.65\|410.00\|41866;2026-07-13\|393.50\|-4.96\|414.97\|428.00\|387.18\|41083;2026-07-14\|427.80\|8.72\|396.98\|430.99\|387.00\|46300;2026-07-15\|407.03\|-4.86\|432.00\|436.19\|403.18\|34160;2026-07-16\|372.50\|-8.48\|388.00\|406.56\|366.67\|38315;2026-07-17\|322.78\|-13.35\|366.49\|368.73\|322.00\|50550;2026-07-20\|295.70\|-8.39\|339.00\|352.85\|283.00\|55419;2026-07-21\|338.51\|14.48\|307.00\|338.86\|272.55\|56951;2026-07-22\|343.65\|1.52\|336.00\|364.60\|334.93\|53551;2026-07-23\|332.57\|-3.22\|348.15\|353.88\|327.99\|29399;2026-07-24\|326.26\|-1.90\|330.59\|337.86\|318.55\|27524;2026-07-27\|335.00\|2.68\|321.68\|343.00\|320.02\|26022;2026-07-28\|292.05\|-12.82\|318.99\|326.90\|290.49\|46650;2026-07-29\|298.60\|2.24\|291.00\|308.02\|273.38\|52718;2026-07-30\|254.42\|-14.80\|289.99\|295.44\|247.00\|58916;2026-07-31\|278.00\|9.27\|290.00\|298.89\|277.01\|44078;2026-08-03\|267.57\|-3.75\|268.00\|278.99\|261.05\|33060;2026-08-04\|301.30\|12.61\|279.55\|302.00\|271.76\|45047;2026-08-05\|311.17\|3.28\|285.00\|314.00\|280.03\|52716;2026-08-06\|315.40\|1.36\|304.79\|325.99\|301.12\|31222;2026-08-07\|342.81\|8.69\|318.00\|351.80\|315.00\|43801;2026-08-10\|340.60\|-0.64\|346.24\|356.55\|328.23\|37611;2026-08-11\|343.00\|0.70\|336.00\|349.90\|328.00\|29026;2026-08-12\|361.99\|5.54\|343.98\|376.66\|340.43\|39591;2026-08-13\|377.70\|4.34\|370.00\|405.00\|365.00\|47526;2026-08-14\|404.31\|7.05\|379.59\|406.25\|377.00\|40533;2026-08-17\|415.00\|2.64\|412.00\|426.90\|397.30\|40114;2026-08-18\|419.99\|1.20\|413.71\|422.00\|403.00\|43952;2026-08-19\|387.42\|-7.75\|404.00\|411.00\|382.00\|49957;2026-08-20\|408.90\|5.54\|398.00\|417.30\|383.48\|44948;2026-08-21\|410.89\|0.49\|407.01\|424.23\|403.00\|32373;2026-08-24\|409.30\|-0.39\|410.00\|427.36\|396.00\|39364;2026-08-25\|415.10\|1.42\|401.12\|423.88\|393.00\|41252;2026-08-26\|392.80\|-5.37\|410.00\|411.00\|363.61\|68704;2026-08-27\|417.22\|6.22\|394.00\|419.98\|390.00\|44321;2026-08-28\|402.50\|-3.53\|416.33\|425.37\|402.50\|24067;2026-08-31\|398.00\|-1.12\|392.80\|404.83\|390.01\|27133;2026-09-01\|384.31\|-3.44\|398.04\|401.80\|378.22\|31625;2026-09-02\|378.00\|-1.64\|380.50\|385.96\|375.74\|20147;2026-09-03\|373.49\|-1.19\|379.00\|385.00\|367.00\|21328;2026-09-04\|361.29\|-3.27\|383.00\|389.03\|357.04\|30365;2026-09-07\|406.50\|12.51\|367.79\|408.76\|365.00\|40086;2026-09-08\|393.06\|-3.31\|409.64\|414.60\|391.30\|2597755;2026-09-09\|403.03\|2.54\|404.83\|414.50\|398.62\|1751542
122887	美股光通信板块大涨	光通信芯片+高功率激光芯片+可控核聚变行业原因： 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22日互动易，公司100G EML产品良率在持续爬升中，目前相关产品市场需求紧缺，公司正积极抓住机遇开拓市场和新客户；据2026年6月16日互动易，公司100G EML芯片在持续批量交付。 2、据2025年年报，公司作为“激光芯片第一股”，主营高功率半导体激光芯片，已建成覆盖芯片设计、外延生长等环节的IDM全流程工艺平台和6吋量产线，形成了VCSEL、EML等四大类光通信芯片产品矩阵。 3、据2025年5月6日互动易，公司为可控激光核聚变这一惯性约束技术路线开发了高效率、高脉冲功率工作的激光芯片及高功率阵列模块，助力激光核聚变商业化。	国内高功率半导体激光芯片龙头；公司的100EML芯片可以应用在800G的光模块上	2026-04-30\|352.03\|0.24\|372.00\|379.89\|344.06\|154678;2026-05-06\|372.01\|5.68\|355.00\|390.00\|344.20\|169276;2026-05-07\|392.87\|5.61\|364.65\|399.41\|344.30\|187364;2026-05-08\|438.88\|11.71\|376.88\|449.99\|376.87\|180197;2026-05-11\|433.30\|-1.27\|438.89\|449.18\|420.00\|150821;2026-05-12\|431.49\|-0.42\|444.44\|460.00\|430.10\|119119;2026-05-13\|436.90\|1.25\|419.00\|438.80\|419.00\|102355;2026-05-14\|448.10\|2.56\|443.00\|463.37\|430.89\|125910;2026-05-15\|418.31\|-6.65\|458.88\|460.00\|412.00\|118086;2026-05-18\|408.02\|-2.46\|410.00\|424.99\|403.50\|96283;2026-05-19\|401.71\|-1.55\|396.88\|403.45\|383.83\|104316;2026-05-20\|393.98\|-1.92\|399.59\|401.96\|380.00\|117646;2026-05-21\|356.97\|-9.39\|395.00\|396.90\|355.00\|166810;2026-05-22\|376.10\|5.36\|366.60\|387.83\|355.20\|141486;2026-05-25\|375.68\|-0.11\|377.91\|382.70\|365.10\|127631;2026-05-26\|357.80\|-4.76\|370.00\|373.33\|347.00\|137751;2026-05-27\|360.34\|0.71\|357.80\|375.88\|350.02\|124847;2026-05-28\|395.58\|9.78\|363.19\|400.00\|344.25\|193236;2026-05-29\|394.74\|-0.21\|392.00\|409.70\|374.51\|194536;2026-06-01\|340.00\|-13.87\|375.00\|375.60\|335.04\|161938;2026-06-02\|353.70\|4.03\|346.99\|362.60\|330.91\|133439;2026-06-03\|381.01\|7.72\|366.58\|407.56\|366.58\|194857;2026-06-04\|389.90\|2.33\|365.00\|395.56\|365.00\|140967;2026-06-05\|368.61\|-5.46\|380.00\|412.00\|368.53\|152665;2026-06-08\|334.00\|-9.39\|340.00\|353.31\|330.01\|124066;2026-06-09\|360.88\|8.05\|343.00\|370.93\|335.27\|127716;2026-06-10\|342.00\|-5.23\|350.17\|351.86\|333.01\|103286;2026-06-11\|361.27\|5.63\|342.00\|375.95\|342.00\|130587;2026-06-12\|334.35\|-7.45\|378.97\|379.26\|328.86\|145977;2026-06-15\|360.50\|7.82\|338.00\|360.60\|323.20\|124635;2026-06-16\|375.33\|4.11\|360.95\|387.98\|355.00\|147915;2026-06-17\|371.50\|-1.02\|360.90\|376.00\|360.00\|141403;2026-06-18\|391.07\|5.27\|381.00\|401.20\|377.00\|166235;2026-06-22\|412.37\|5.45\|391.00\|415.00\|378.00\|181099;2026-06-23\|392.05\|-4.93\|403.00\|410.00\|382.50\|118896;2026-06-24\|420.00\|7.13\|384.50\|420.00\|384.50\|136329;2026-06-25\|441.80\|5.19\|428.00\|450.99\|414.00\|149241;2026-06-26\|396.00\|-10.37\|425.05\|439.00\|395.01\|132659;2026-06-29\|418.33\|5.64\|401.27\|435.13\|390.00\|127245;2026-06-30\|502.00\|20.00\|423.00\|502.00\|420.51\|205087;2026-07-01\|474.35\|-5.51\|504.00\|509.11\|465.00\|163547;2026-07-02\|429.00\|-9.56\|450.00\|473.36\|425.00\|118799;2026-07-03\|410.60\|-4.29\|423.30\|441.01\|400.88\|106518;2026-07-06\|425.50\|3.63\|428.00\|459.88\|420.11\|140487;2026-07-07\|411.00\|-3.41\|428.00\|433.00\|388.22\|122760;2026-07-08\|413.99\|0.73\|418.88\|440.50\|403.00\|117504;2026-07-09\|472.44\|14.12\|429.97\|478.83\|416.02\|156464;2026-07-10\|445.60\|-5.68\|485.00\|506.70\|445.21\|164780;2026-07-13\|403.69\|-9.41\|426.93\|454.87\|402.00\|114768;2026-07-14\|459.00\|13.70\|411.20\|474.98\|398.10\|159372;2026-07-15\|447.00\|-2.61\|467.00\|475.91\|438.22\|125078;2026-07-16\|426.51\|-4.58\|420.59\|455.00\|409.00\|104986;2026-07-17\|341.21\|-20.00\|419.00\|423.00\|341.21\|171214;2026-07-20\|301.00\|-11.78\|350.99\|359.99\|275.60\|202669;2026-07-21\|325.60\|8.17\|308.00\|330.00\|254.01\|192260;2026-07-22\|300.03\|-7.85\|324.36\|344.00\|298.50\|165476;2026-07-23\|293.04\|-2.33\|307.50\|329.60\|284.57\|142851;2026-07-24\|289.51\|-1.20\|289.38\|302.99\|284.00\|99048;2026-07-27\|312.00\|7.77\|287.18\|313.31\|280.08\|110002;2026-07-28\|263.88\|-15.42\|295.00\|299.80\|260.01\|131654;2026-07-29\|251.10\|-4.84\|262.99\|267.98\|235.21\|158039;2026-07-30\|213.00\|-15.17\|247.50\|250.00\|206.00\|183529;2026-07-31\|227.38\|6.75\|244.00\|249.52\|227.00\|139383;2026-08-03\|236.29\|3.92\|225.40\|243.58\|222.50\|126771;2026-08-04\|266.17\|12.65\|246.00\|274.10\|240.05\|200025;2026-08-05\|259.00\|-2.69\|244.61\|262.52\|237.32\|209211;2026-08-06\|267.80\|3.40\|250.08\|277.98\|249.30\|152699;2026-08-07\|285.52\|6.62\|266.19\|290.68\|266.19\|169754;2026-08-10\|284.50\|-0.36\|285.03\|295.52\|271.00\|119989;2026-08-11\|285.29\|0.28\|278.00\|294.90\|263.05\|133941;2026-08-12\|301.47\|5.67\|288.99\|311.48\|288.00\|125701;2026-08-13\|300.91\|-0.19\|311.00\|320.60\|300.46\|114601;2026-08-14\|312.00\|3.69\|303.57\|315.62\|295.00\|99432;2026-08-17\|332.88\|6.69\|315.74\|334.88\|309.00\|105386;2026-08-18\|336.95\|1.22\|332.95\|339.99\|325.51\|97996;2026-08-19\|293.12\|-13.01\|317.78\|320.95\|289.01\|150026;2026-08-20\|301.89\|2.99\|299.00\|310.49\|285.74\|94680;2026-08-21\|307.23\|1.77\|301.90\|322.00\|295.73\|99173;2026-08-24\|294.00\|-4.31\|305.62\|308.19\|283.97\|79391;2026-08-25\|289.60\|-1.50\|287.52\|296.15\|279.00\|64241;2026-08-26\|288.98\|-0.21\|293.89\|295.00\|276.50\|66744;2026-08-27\|304.81\|5.48\|295.80\|307.86\|289.00\|80563;2026-08-28\|292.83\|-3.93\|300.00\|313.50\|292.13\|81124;2026-08-31\|294.30\|0.50\|283.33\|298.79\|281.66\|94054;2026-09-01\|280.00\|-4.86\|300.00\|302.16\|276.12\|91438;2026-09-02\|277.60\|-0.86\|273.19\|280.18\|269.28\|64601;2026-09-03\|275.60\|-0.72\|280.00\|283.50\|270.06\|52096;2026-09-04\|272.03\|-1.30\|280.00\|290.30\|268.00\|75572;2026-09-07\|300.00\|10.28\|277.19\|301.58\|273.48\|123078;2026-09-08\|315.50\|5.17\|305.00\|323.18\|305.00\|15807149;2026-09-09\|312.90\|-0.82\|325.00\|326.00\|311.60\|8336129
122886	美股光通信板块大涨	光隔离器+光通信+业绩高增 1、据2026年4月27日年报，公司2025年营收8.77亿元、净利1.01亿元，分别同比增46.9%、80.2%，2026Q1净利再增39.6%，毛利率环比提升6.37pct，产能利用率与盈利同步跃升。 2、据2026年4月27日年报及2026年1月28日机构调研，公司光隔离器、WDM滤光片、Z-block组件已实现批量出货，南昌基地扩产推进，存货增24.52%显示订单充足，深度受益AI算力建设需求。 3、据2023年4月13日互动易，公司光通信元件已供货中际旭创子公司苏州旭创、中国电子十三所下属麦特达等，产品应用于数据中心等光通信终端领域。	法拉第旋转片是一种具有磁光效应的晶体材料，是生产光隔离器的关键原材料。公司目前不生产法拉第旋转片。公司采购法拉第旋转片用于生产光隔离器	2026-04-30\|180.99\|2.14\|179.65\|185.84\|175.50\|57979;2026-05-06\|192.75\|6.50\|183.34\|195.87\|180.08\|83912;2026-05-07\|200.33\|3.93\|191.59\|204.00\|187.00\|75127;2026-05-08\|240.40\|20.00\|196.00\|240.40\|193.35\|136600;2026-05-11\|230.18\|-4.25\|244.00\|244.55\|227.63\|119786;2026-05-12\|253.98\|10.34\|233.99\|270.83\|223.02\|151223;2026-05-13\|266.00\|4.73\|250.14\|275.50\|243.00\|116920;2026-05-14\|266.14\|0.05\|272.43\|288.88\|264.58\|106008;2026-05-15\|261.94\|-1.58\|269.00\|283.50\|258.02\|96728;2026-05-18\|251.30\|-4.06\|264.75\|267.60\|249.63\|81540;2026-05-19\|247.90\|-1.35\|248.79\|250.80\|235.50\|65574;2026-05-20\|250.50\|1.05\|248.00\|254.12\|243.68\|76055;2026-05-21\|242.48\|-3.20\|255.00\|265.82\|238.00\|110383;2026-05-22\|248.78\|2.60\|244.00\|252.70\|236.36\|90258;2026-05-25\|261.38\|5.06\|248.75\|263.00\|242.83\|97496;2026-05-26\|244.95\|-6.29\|256.00\|256.00\|241.11\|73028;2026-05-27\|250.05\|2.08\|240.01\|258.80\|236.88\|75878;2026-05-28\|269.30\|7.70\|247.00\|272.00\|244.44\|98934;2026-05-29\|256.90\|-4.60\|268.99\|276.88\|252.49\|82803;2026-06-01\|218.61\|-14.90\|252.00\|254.89\|218.00\|83068;2026-06-02\|226.83\|3.85\|220.01\|229.85\|213.54\|55092;2026-06-03\|220.60\|-2.75\|233.64\|238.49\|218.50\|110144;2026-06-04\|225.90\|2.40\|217.55\|230.00\|214.10\|76727;2026-06-05\|213.50\|-5.49\|220.43\|227.19\|211.00\|74848;2026-06-08\|195.97\|-8.21\|200.49\|206.10\|193.25\|58196;2026-06-09\|210.79\|7.56\|199.00\|211.89\|196.05\|65089;2026-06-10\|202.14\|-4.10\|207.00\|209.69\|199.26\|39185;2026-06-11\|226.83\|12.21\|204.88\|234.00\|204.30\|108416;2026-06-12\|221.29\|-2.44\|229.76\|235.96\|221.28\|73310;2026-06-15\|237.02\|7.11\|223.79\|238.00\|221.99\|74972;2026-06-16\|253.90\|7.12\|236.00\|258.88\|234.68\|95604;2026-06-17\|256.00\|0.83\|245.00\|260.00\|243.00\|83551;2026-06-18\|262.36\|2.48\|253.01\|264.58\|250.13\|71079;2026-06-22\|250.02\|-4.70\|262.34\|264.29\|244.90\|75592;2026-06-23\|248.61\|-0.56\|251.13\|261.50\|245.00\|51969;2026-06-24\|258.90\|4.14\|246.13\|262.88\|244.50\|70436;2026-06-25\|260.05\|0.44\|261.00\|268.58\|252.00\|77454;2026-06-26\|243.70\|-6.29\|254.00\|264.69\|243.69\|63466;2026-06-29\|237.67\|-2.47\|243.79\|247.17\|220.00\|65877;2026-06-30\|264.87\|11.44\|237.67\|268.90\|232.14\|90323;2026-07-01\|250.99\|-5.24\|262.00\|266.23\|248.00\|58404;2026-07-02\|227.55\|-9.34\|247.45\|248.49\|227.32\|54613;2026-07-03\|226.24\|-0.58\|227.48\|235.00\|225.11\|39695;2026-07-06\|210.95\|-6.76\|226.69\|226.88\|207.20\|41856;2026-07-07\|204.96\|-2.84\|209.90\|212.71\|200.00\|27253;2026-07-08\|221.39\|8.02\|208.30\|237.86\|208.30\|69327;2026-07-09\|224.98\|1.62\|225.80\|228.80\|208.98\|55619;2026-07-10\|222.30\|-1.19\|228.00\|241.90\|221.04\|55509;2026-07-13\|202.29\|-9.00\|217.69\|223.00\|201.01\|44506;2026-07-14\|212.30\|4.95\|204.95\|214.68\|198.00\|43472;2026-07-15\|202.50\|-4.62\|212.32\|221.00\|201.12\|36239;2026-07-16\|199.00\|-1.73\|198.68\|205.50\|187.55\|44210;2026-07-17\|165.07\|-17.05\|194.16\|198.48\|165.00\|55572;2026-07-20\|166.10\|0.62\|181.00\|184.89\|160.88\|59923;2026-07-21\|182.33\|9.77\|172.82\|184.98\|142.00\|76219;2026-07-22\|183.00\|0.37\|181.00\|194.90\|179.23\|64844;2026-07-23\|181.22\|-0.97\|184.61\|191.90\|179.58\|43239;2026-07-24\|180.50\|-0.40\|175.80\|187.30\|173.24\|31991;2026-07-27\|182.18\|0.93\|178.11\|184.36\|175.01\|34497;2026-07-28\|162.30\|-10.91\|174.70\|178.94\|161.01\|41749;2026-07-29\|155.55\|-4.16\|162.00\|164.00\|146.80\|49890;2026-07-30\|135.00\|-13.21\|152.62\|154.95\|133.00\|59845;2026-07-31\|143.66\|6.41\|147.00\|152.01\|143.66\|50973;2026-08-03\|142.33\|-0.93\|143.12\|147.73\|139.78\|38176;2026-08-04\|160.59\|12.83\|146.00\|162.70\|143.70\|64005;2026-08-05\|161.45\|0.54\|148.90\|163.78\|148.00\|66858;2026-08-06\|164.30\|1.77\|158.00\|168.88\|157.01\|47854;2026-08-07\|170.16\|3.57\|166.80\|171.43\|163.05\|50730;2026-08-10\|179.91\|5.73\|188.88\|190.86\|175.01\|80845;2026-08-11\|191.30\|6.33\|178.31\|197.00\|172.81\|82553;2026-08-12\|200.69\|4.91\|189.17\|206.00\|188.62\|86136;2026-08-13\|196.93\|-1.87\|205.00\|208.51\|196.91\|79849;2026-08-14\|205.40\|4.30\|198.51\|206.80\|195.88\|64901;2026-08-17\|215.69\|5.01\|204.26\|217.11\|204.21\|57841;2026-08-18\|217.53\|0.85\|216.83\|218.46\|211.67\|47669;2026-08-19\|205.38\|-5.59\|214.68\|218.37\|204.69\|55750;2026-08-20\|225.38\|9.74\|209.48\|229.80\|202.02\|82322;2026-08-21\|242.41\|7.56\|227.23\|268.88\|226.55\|115816;2026-08-24\|235.19\|-2.98\|243.37\|254.00\|231.31\|85117;2026-08-25\|233.35\|-0.78\|235.21\|239.88\|226.00\|49411;2026-08-26\|225.71\|-3.27\|234.87\|236.00\|222.78\|43996;2026-08-27\|236.00\|4.56\|232.52\|238.68\|223.82\|57020;2026-08-28\|230.90\|-2.16\|234.80\|240.00\|230.50\|38874;2026-08-31\|229.68\|-0.53\|230.01\|235.00\|226.51\|31158;2026-09-01\|224.50\|-2.26\|228.00\|230.68\|219.99\|30774;2026-09-02\|220.88\|-1.61\|220.41\|227.00\|217.70\|26200;2026-09-03\|218.56\|-1.05\|225.01\|228.36\|216.00\|24076;2026-09-04\|212.14\|-2.94\|222.21\|227.77\|209.89\|32148;2026-09-07\|242.75\|14.43\|215.88\|246.98\|214.24\|66143;2026-09-08\|235.69\|-2.91\|242.87\|244.99\|234.80\|36573;2026-09-09\|235.63\|-0.03\|238.69\|241.85\|234.74\|24887
122885	美股光通信板块大涨	MPO连接器龙头+光纤概念+CPO 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31日年报，公司重点推进光纤路由柔性板在CPO中的应用，并已参与国外多家厂商的CPO方案研发与试制工作；据2026年6月10日互动易，公司业务优势主要体现在光无源产品。 2、据一财2026年6月9日报道，亚马逊与康宁签下数十亿美元光纤采购协议，全球AI算力基建对光纤需求激增；据2026年3月31日年报，公司是全球最大的光密集连接产品制造商之一，高密度光纤连接器等核心产品广泛应用于全球大型数据中心。 3、据2026年3月31日年报，公司MTP/MPO高密度光纤连接器技术水平行业领先，是全球MPO/MTP连接器核心供应商，外销营收占比达77.33%。	1、公司产品包括高速铜缆连接器，400G DAC有实际销售； 2、公司主营产品包括各种光通信器件及其集成功能模块、光传感产品及解决方案；400G光模块产品有少量出货，800G光模块产品测试中	2026-04-30\|135.92\|-1.70\|140.71\|144.52\|135.60\|187779;2026-05-06\|143.87\|5.85\|138.51\|151.05\|137.00\|277020;2026-05-07\|150.05\|4.30\|155.05\|158.08\|145.70\|380709;2026-05-08\|162.10\|8.03\|145.95\|167.99\|145.33\|417918;2026-05-11\|178.80\|10.30\|163.62\|183.37\|161.00\|414734;2026-05-12\|176.71\|-1.17\|182.46\|192.00\|175.13\|336687;2026-05-13\|178.33\|0.92\|174.00\|178.76\|170.38\|308045;2026-05-14\|175.55\|-1.56\|180.01\|187.70\|175.34\|347694;2026-05-15\|160.40\|-8.63\|177.00\|177.88\|160.25\|369828;2026-05-18\|160.33\|-0.04\|160.00\|164.55\|154.54\|227021;2026-05-19\|155.20\|-3.20\|155.00\|156.97\|148.00\|253965;2026-05-20\|161.10\|3.80\|153.00\|164.43\|152.00\|282817;2026-05-21\|148.52\|-7.81\|162.50\|162.50\|148.01\|242983;2026-05-22\|161.42\|8.69\|151.00\|162.00\|150.66\|271162;2026-05-25\|163.20\|1.10\|163.00\|163.48\|156.66\|236429;2026-05-26\|161.67\|-0.94\|164.00\|168.48\|157.12\|205061;2026-05-27\|161.96\|0.18\|158.01\|166.18\|153.30\|255863;2026-05-28\|170.40\|5.21\|158.00\|172.00\|154.35\|291631;2026-05-29\|165.42\|-2.92\|172.00\|181.29\|161.40\|257712;2026-06-01\|147.75\|-10.68\|162.34\|165.66\|147.70\|211014;2026-06-02\|160.85\|8.87\|147.99\|163.95\|146.00\|243841;2026-06-03\|168.80\|4.94\|169.99\|181.88\|165.00\|359226;2026-06-04\|171.67\|1.70\|168.31\|178.02\|168.31\|206165;2026-06-05\|168.38\|-1.92\|172.00\|180.50\|167.00\|264737;2026-06-08\|153.90\|-8.60\|151.05\|161.50\|151.05\|206247;2026-06-09\|181.71\|18.07\|158.00\|184.68\|156.24\|402270;2026-06-10\|170.00\|-6.44\|178.57\|179.60\|168.00\|260521;2026-06-11\|177.58\|4.46\|173.00\|184.99\|169.00\|319499;2026-06-12\|185.08\|4.22\|183.00\|192.75\|175.00\|387958;2026-06-15\|222.10\|20.00\|203.23\|222.10\|203.01\|302354;2026-06-16\|263.29\|18.55\|245.06\|263.60\|245.06\|408702;2026-06-17\|265.99\|1.03\|261.50\|272.40\|256.27\|316965;2026-06-18\|268.60\|0.98\|265.00\|269.02\|254.00\|300168;2026-06-22\|281.18\|4.68\|264.00\|285.85\|262.00\|335405;2026-06-23\|264.52\|-5.92\|274.00\|276.46\|257.00\|250075;2026-06-24\|271.32\|2.57\|264.52\|273.00\|260.08\|198384;2026-06-25\|258.31\|-4.80\|272.13\|277.26\|246.30\|324126;2026-06-26\|234.10\|-9.37\|240.00\|245.00\|225.00\|333834;2026-06-29\|225.64\|-3.61\|234.00\|239.80\|216.69\|222417;2026-06-30\|246.71\|9.34\|227.90\|252.00\|227.89\|238704;2026-07-01\|238.36\|-3.38\|247.09\|250.55\|234.00\|159575;2026-07-02\|235.69\|-1.12\|231.09\|251.82\|224.54\|186540;2026-07-03\|237.12\|0.61\|231.64\|249.00\|230.00\|172857;2026-07-06\|217.56\|-8.25\|240.54\|241.91\|214.50\|176222;2026-07-07\|211.91\|-2.60\|217.23\|221.00\|207.00\|133491;2026-07-08\|205.36\|-3.09\|217.00\|219.32\|198.75\|127552;2026-07-09\|211.83\|3.15\|208.85\|212.66\|197.46\|176692;2026-07-10\|211.64\|0.38\|215.15\|222.20\|210.92\|218839;2026-07-13\|190.70\|-9.89\|207.61\|211.15\|189.50\|150160;2026-07-14\|203.88\|6.91\|193.19\|204.90\|184.30\|161959;2026-07-15\|196.83\|-3.46\|207.96\|209.90\|195.68\|135518;2026-07-16\|180.70\|-8.19\|188.61\|194.50\|178.42\|128915;2026-07-17\|158.08\|-12.52\|179.50\|179.88\|155.89\|154564;2026-07-20\|139.31\|-11.87\|163.00\|165.00\|133.00\|172113;2026-07-21\|153.19\|9.96\|142.01\|154.00\|120.68\|246999;2026-07-22\|145.53\|-5.00\|151.00\|156.00\|143.50\|171747;2026-07-23\|141.00\|-3.11\|147.90\|151.15\|139.68\|124056;2026-07-24\|135.93\|-3.60\|139.58\|142.30\|134.68\|94887;2026-07-27\|140.99\|3.72\|136.80\|140.99\|132.55\|109649;2026-07-28\|125.00\|-11.34\|137.02\|137.99\|124.00\|140517;2026-07-29\|120.00\|-4.00\|125.12\|127.77\|114.15\|159668;2026-07-30\|105.92\|-11.73\|120.30\|120.80\|102.30\|200740;2026-07-31\|114.00\|7.63\|119.00\|123.13\|113.69\|187801;2026-08-03\|118.49\|3.94\|115.55\|121.30\|111.36\|199151;2026-08-04\|133.80\|12.92\|121.99\|133.88\|120.30\|332317;2026-08-05\|132.30\|-1.12\|128.52\|132.95\|122.00\|347147;2026-08-06\|137.88\|4.22\|131.42\|140.50\|126.15\|287869;2026-08-07\|143.43\|4.03\|137.22\|146.00\|134.50\|267834;2026-08-10\|141.99\|-1.00\|143.42\|149.94\|137.94\|194487;2026-08-11\|140.45\|-1.08\|139.21\|143.86\|137.00\|138421;2026-08-12\|149.76\|6.63\|140.48\|154.98\|139.50\|210571;2026-08-13\|149.72\|-0.03\|153.00\|159.66\|149.51\|200026;2026-08-14\|161.50\|7.87\|150.02\|161.96\|147.60\|221831;2026-08-17\|193.80\|20.00\|174.69\|193.80\|168.90\|244143;2026-08-18\|199.27\|2.82\|203.04\|205.00\|193.10\|285395;2026-08-19\|180.27\|-9.53\|190.71\|195.00\|178.59\|263528;2026-08-20\|213.40\|18.38\|184.12\|216.20\|180.66\|393069;2026-08-21\|214.46\|0.50\|213.00\|230.46\|205.48\|352161;2026-08-24\|202.90\|-5.39\|215.30\|215.80\|195.00\|247776;2026-08-25\|202.70\|-0.10\|199.90\|206.60\|195.80\|206399;2026-08-26\|197.32\|-2.65\|202.00\|202.00\|191.60\|178320;2026-08-27\|209.38\|6.11\|199.96\|212.59\|198.16\|250844;2026-08-28\|204.30\|-2.43\|207.80\|210.50\|203.85\|172962;2026-08-31\|199.49\|-2.35\|196.43\|204.69\|195.00\|154613;2026-09-01\|193.81\|-2.85\|199.88\|200.00\|190.80\|114305;2026-09-02\|189.04\|-2.46\|191.02\|192.99\|185.69\|110985;2026-09-03\|188.59\|-0.24\|190.33\|192.33\|183.80\|110793;2026-09-04\|180.00\|-4.55\|191.00\|192.88\|178.18\|138864;2026-09-07\|206.10\|14.50\|185.45\|207.68\|185.45\|227804;2026-09-08\|201.55\|-2.21\|206.18\|208.88\|199.94\|159577;2026-09-09\|202.87\|0.65\|206.83\|211.00\|202.08\|165393
122884	美股光通信板块大涨	OCS光路交换机+拟收购光隆集成+存储分销+车载芯片行业原因： 1、近日，戴尔科技集团CEO迈克尔・戴尔在公开活动中表示，预计2028年AI加速器领域的总内存需求将较2023年激增625倍。 2、三星电子二季度DRAM合约价再涨30%，行业涨价潮持续。公司原因： 1、据2026年1月29日公告草案，公司拟发行股份及支付现金收购桂林光隆集成100%股权，标的已攻克32/64/128通道OCS光模块技术，预计2026年全面市场推广。3月23日互动易，光隆集成构建了丰富的产品线，主要产品包括光开关、光保护模块和OCS光路交换机等，能够满足不同行业、不同场景的客户需求。 2、据2026年3月24日投资者关系活动记录表，公司首款车规级TDDI/DDIC已量产落地，多款改进型产品推进流片、试产，与国内头部面板厂及整车厂验证合作。 3、据2025年4月24日年报，公司分销存储芯片涵盖DRAM、NAND、EMMC、SSD，2024年分销业务营收48.82亿元，同比增长6.58%，存储业务增速显著。	公司拟收购光隆集成100%股权和奥简微电子80%股权；光隆集成的产品包括光开关、光保护模块，以及光衰减器、波分复用器、环形器等其他光学器件和全光交换(OCS)交换机等，其中MEMS方案的OCS交换机可与高速光模块、光环形器或双向WDM(波分复用)器件构成高效率、低成本、高效益的大规模光交换系统，主要应用于大规模数据中心；奥简微电子主要从事高性能模拟芯片	2026-04-30\|16.25\|-2.11\|16.75\|16.99\|16.20\|784201;2026-05-06\|16.38\|0.80\|16.56\|16.86\|16.14\|1243897;2026-05-07\|17.65\|7.75\|16.66\|17.89\|16.13\|1791006;2026-05-08\|18.02\|2.10\|17.10\|18.30\|17.07\|1591650;2026-05-11\|18.22\|1.11\|18.10\|18.33\|17.50\|1626169;2026-05-12\|19.01\|4.34\|18.18\|20.20\|18.02\|1943561;2026-05-13\|20.32\|6.89\|18.88\|20.64\|18.73\|1804078;2026-05-14\|21.25\|4.58\|20.59\|22.37\|20.48\|1850690;2026-05-15\|21.53\|1.32\|21.50\|22.20\|20.67\|1705763;2026-05-18\|21.75\|1.02\|20.46\|22.08\|19.79\|1420635;2026-05-19\|22.94\|5.47\|21.55\|23.15\|21.07\|1595661;2026-05-20\|22.79\|-0.65\|22.77\|23.66\|22.33\|1487835;2026-05-21\|19.88\|-12.77\|22.96\|23.03\|19.76\|2040002;2026-05-22\|19.80\|-0.40\|20.20\|20.38\|19.50\|1282875;2026-05-25\|20.10\|1.52\|20.10\|21.19\|19.78\|1070105;2026-05-26\|18.75\|-6.72\|19.89\|19.89\|18.38\|1155387;2026-05-27\|17.94\|-4.32\|18.72\|18.81\|17.76\|996500;2026-05-28\|18.69\|4.18\|17.84\|19.10\|17.46\|941207;2026-05-29\|17.38\|-7.01\|18.66\|18.80\|17.17\|868527;2026-06-01\|16.79\|-3.39\|17.50\|17.55\|16.65\|676873;2026-06-02\|17.22\|2.56\|16.96\|17.44\|16.54\|676054;2026-06-03\|17.18\|-0.23\|17.51\|17.93\|16.81\|1088503;2026-06-04\|17.13\|-0.29\|16.88\|17.38\|16.51\|814540;2026-06-05\|16.84\|-1.69\|16.91\|17.44\|16.46\|748261;2026-06-08\|15.67\|-6.95\|16.00\|16.43\|15.45\|715964;2026-06-09\|16.25\|3.70\|15.96\|16.30\|15.71\|548086;2026-06-10\|15.50\|-4.62\|15.98\|15.98\|15.21\|543817;2026-06-11\|16.53\|6.65\|15.50\|17.05\|15.36\|1144366;2026-06-12\|17.25\|4.36\|18.50\|19.17\|17.00\|2074739;2026-06-15\|19.26\|11.65\|16.95\|19.66\|16.95\|1605024;2026-06-16\|19.62\|1.87\|19.11\|20.26\|18.81\|1296992;2026-06-17\|18.79\|-4.23\|19.06\|19.37\|18.51\|985030;2026-06-18\|18.86\|0.37\|18.75\|19.17\|18.25\|703033;2026-06-22\|20.24\|7.32\|19.30\|20.30\|18.46\|1463093;2026-06-23\|19.58\|-3.26\|20.08\|20.26\|19.12\|907130;2026-06-24\|21.37\|9.14\|19.54\|22.45\|19.46\|1446222;2026-06-25\|21.08\|-1.36\|21.17\|21.53\|20.80\|1115816;2026-06-26\|20.00\|-5.12\|20.70\|21.62\|19.87\|957838;2026-06-29\|18.64\|-6.80\|19.59\|19.78\|17.74\|1121808;2026-06-30\|19.03\|2.09\|18.64\|19.59\|18.22\|751473;2026-07-01\|18.51\|-2.73\|18.79\|19.45\|18.37\|655404;2026-07-02\|17.79\|-3.89\|17.86\|19.19\|17.37\|775858;2026-07-03\|17.94\|0.84\|17.61\|18.65\|16.97\|755719;2026-07-06\|18.89\|5.30\|17.95\|19.15\|17.54\|943796;2026-07-07\|19.07\|0.95\|19.01\|19.60\|18.50\|1048733;2026-07-08\|19.68\|3.20\|19.07\|19.87\|17.63\|1317649;2026-07-09\|20.83\|5.84\|19.40\|21.00\|18.64\|1387816;2026-07-10\|18.90\|-9.27\|20.54\|20.68\|18.82\|1090324;2026-07-13\|17.99\|-4.81\|18.52\|19.88\|17.92\|845595;2026-07-14\|19.00\|5.61\|18.00\|19.70\|17.92\|957996;2026-07-15\|17.00\|-10.53\|18.99\|19.09\|17.00\|913824;2026-07-16\|16.19\|-4.76\|16.50\|17.25\|15.86\|614952;2026-07-17\|13.95\|-13.84\|15.91\|15.99\|13.94\|787494;2026-07-20\|14.16\|1.51\|14.32\|14.58\|13.15\|749079;2026-07-21\|14.99\|5.86\|14.20\|15.04\|13.40\|720537;2026-07-22\|15.35\|2.40\|14.78\|16.05\|14.61\|823350;2026-07-23\|14.95\|-2.61\|15.35\|15.53\|14.88\|427493;2026-07-24\|14.50\|-3.01\|14.65\|14.97\|14.47\|296290;2026-07-27\|15.04\|3.72\|14.50\|15.10\|14.21\|387458;2026-07-28\|14.04\|-6.65\|14.70\|14.89\|13.88\|415454;2026-07-29\|13.38\|-4.70\|13.92\|14.07\|12.70\|642357;2026-07-30\|11.91\|-10.99\|13.15\|13.34\|11.91\|661721;2026-07-31\|12.67\|6.38\|12.80\|13.19\|12.64\|787523;2026-08-03\|13.18\|4.03\|12.61\|13.46\|12.42\|526718;2026-08-04\|14.90\|13.05\|13.38\|14.95\|13.20\|787880;2026-08-05\|14.80\|-0.67\|14.30\|14.99\|14.20\|711406;2026-08-06\|14.96\|1.08\|14.69\|15.34\|14.62\|600986;2026-08-07\|15.18\|1.47\|15.00\|15.38\|14.78\|660609;2026-08-10\|16.01\|5.47\|15.20\|16.25\|14.80\|759049;2026-08-11\|15.59\|-2.62\|15.90\|16.73\|15.56\|852824;2026-08-12\|16.82\|7.89\|15.54\|16.94\|15.47\|1040446;2026-08-13\|17.11\|1.72\|16.99\|17.67\|16.67\|848934;2026-08-14\|17.27\|0.94\|17.32\|17.42\|16.81\|602475;2026-08-17\|17.00\|-1.56\|17.23\|17.30\|16.65\|699738;2026-08-18\|17.65\|3.82\|17.00\|17.76\|16.79\|817307;2026-08-19\|15.89\|-9.97\|17.00\|17.21\|15.78\|829526;2026-08-20\|16.47\|3.65\|16.26\|17.12\|16.08\|678962;2026-08-21\|16.84\|2.25\|16.54\|17.35\|16.20\|573500;2026-08-24\|16.90\|0.36\|16.77\|17.13\|16.16\|592145;2026-08-25\|16.28\|-3.67\|16.50\|16.64\|15.96\|541980;2026-08-26\|16.22\|-0.37\|16.39\|16.50\|15.89\|401796;2026-08-27\|16.88\|4.07\|16.30\|17.15\|16.23\|614045;2026-08-28\|16.83\|-0.30\|16.92\|17.65\|16.77\|886434;2026-08-31\|16.99\|0.95\|16.53\|17.45\|16.38\|782078;2026-09-01\|16.53\|-2.71\|16.89\|16.99\|16.08\|632016;2026-09-02\|16.01\|-3.15\|16.25\|16.29\|15.82\|474114;2026-09-03\|16.23\|1.37\|16.15\|16.53\|15.71\|500210;2026-09-04\|15.63\|-3.70\|16.31\|16.65\|15.42\|536239;2026-09-07\|15.86\|1.47\|15.76\|16.21\|15.50\|590610;2026-09-08\|15.32\|-3.40\|15.57\|16.02\|15.27\|543109;2026-09-09\|15.80\|3.13\|15.48\|16.76\|15.42\|800763
122883	美股光通信板块大涨	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	2026-04-30\|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;2026-07-27\|167.70\|2.88\|163.46\|168.83\|159.00\|103131;2026-07-28\|147.67\|-11.94\|168.08\|169.96\|145.47\|209589;2026-07-29\|145.00\|-1.81\|147.67\|150.50\|136.70\|188370;2026-07-30\|127.26\|-12.23\|145.00\|145.44\|123.48\|225308;2026-07-31\|140.50\|10.40\|142.00\|151.00\|139.01\|217716;2026-08-03\|141.02\|0.37\|139.95\|144.58\|137.02\|137307;2026-08-04\|159.60\|13.18\|143.78\|160.76\|143.11\|243212;2026-08-05\|159.43\|-0.11\|153.36\|163.00\|148.00\|240793;2026-08-06\|171.00\|7.26\|159.98\|175.27\|154.00\|243017;2026-08-07\|177.04\|3.53\|171.00\|178.68\|169.00\|207210;2026-08-10\|171.15\|-3.33\|180.04\|180.89\|165.30\|169846;2026-08-11\|173.91\|1.61\|168.44\|178.00\|167.01\|148905;2026-08-12\|180.98\|4.07\|173.03\|185.16\|171.20\|162385;2026-08-13\|180.08\|-0.50\|185.00\|188.96\|180.01\|168836;2026-08-14\|194.67\|8.10\|183.33\|194.68\|178.05\|182306;2026-08-17\|219.00\|12.50\|200.00\|220.85\|199.99\|212378;2026-08-18\|215.65\|-1.53\|220.63\|221.00\|211.18\|154069;2026-08-19\|190.42\|-11.70\|206.04\|208.00\|188.52\|195158;2026-08-20\|204.00\|7.13\|195.01\|208.99\|188.83\|188709;2026-08-21\|197.42\|-3.23\|201.01\|211.30\|197.00\|195515;2026-08-24\|198.94\|0.77\|204.00\|210.00\|192.00\|210284;2026-08-25\|196.23\|-1.36\|190.31\|200.52\|185.67\|151347;2026-08-26\|192.87\|-1.71\|199.00\|199.78\|187.57\|113372;2026-08-27\|216.01\|12.00\|195.90\|223.20\|194.50\|233467;2026-08-28\|212.90\|-1.44\|218.16\|221.65\|212.00\|154348;2026-08-31\|210.60\|-1.08\|205.10\|215.35\|205.01\|119435;2026-09-01\|205.47\|-2.44\|209.00\|209.00\|200.39\|105093;2026-09-02\|202.48\|-1.46\|204.00\|204.99\|198.01\|89429;2026-09-03\|202.29\|-0.09\|204.29\|204.90\|195.05\|101012;2026-09-04\|193.78\|-4.21\|204.00\|210.80\|191.87\|131098;2026-09-07\|213.99\|10.43\|199.10\|215.37\|196.00\|177119;2026-09-08\|211.39\|-1.22\|214.02\|219.72\|209.50\|131039;2026-09-09\|216.68\|2.50\|220.01\|224.92\|216.11\|113004
122882	美股光通信板块大涨	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	2026-04-30\|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;2026-07-27\|1076.94\|2.91\|1021.02\|1080.00\|1003.33\|255903;2026-07-28\|908.00\|-15.69\|1001.06\|1018.00\|899.99\|541051;2026-07-29\|951.00\|4.74\|915.00\|965.00\|889.50\|468715;2026-07-30\|864.00\|-9.15\|919.01\|933.00\|793.03\|693702;2026-07-31\|902.01\|4.40\|960.00\|986.89\|901.00\|569420;2026-08-03\|902.50\|0.05\|891.00\|933.61\|875.87\|321852;2026-08-04\|1021.99\|13.24\|940.00\|1033.89\|934.44\|505913;2026-08-05\|947.74\|-7.27\|880.00\|983.17\|880.00\|723230;2026-08-06\|955.00\|0.77\|901.02\|995.00\|882.55\|422951;2026-08-07\|919.87\|-3.68\|981.09\|999.88\|902.00\|571892;2026-08-10\|864.58\|-6.01\|917.99\|919.80\|835.00\|525921;2026-08-11\|886.96\|2.59\|880.14\|898.48\|850.40\|339737;2026-08-12\|921.00\|3.84\|880.13\|936.80\|876.01\|310729;2026-08-13\|921.04\|0.00\|960.00\|966.06\|920.66\|293371;2026-08-14\|943.00\|2.38\|930.00\|948.77\|916.00\|200147;2026-08-17\|1001.03\|6.15\|949.00\|1014.87\|917.46\|363257;2026-08-18\|988.10\|-1.29\|1000.00\|1009.00\|971.81\|220739;2026-08-19\|895.60\|-9.36\|943.88\|953.08\|886.00\|358012;2026-08-20\|904.20\|0.96\|904.99\|912.01\|881.00\|227062;2026-08-21\|943.00\|4.29\|909.00\|943.88\|901.40\|287039;2026-08-24\|870.22\|-7.72\|945.00\|949.73\|850.00\|389093;2026-08-25\|846.00\|-2.78\|850.23\|871.91\|837.12\|293560;2026-08-26\|850.90\|0.58\|855.00\|866.00\|830.00\|218110;2026-08-27\|866.12\|1.79\|877.01\|880.00\|860.05\|261548;2026-08-28\|858.35\|-0.90\|863.99\|915.88\|856.63\|317196;2026-08-31\|851.90\|-0.75\|830.00\|863.56\|830.00\|224228;2026-09-01\|859.30\|0.87\|852.50\|887.00\|837.33\|286622;2026-09-02\|822.40\|-4.29\|840.01\|848.00\|814.06\|266699;2026-09-03\|813.00\|-1.14\|833.20\|835.90\|804.02\|216429;2026-09-04\|814.00\|0.12\|825.01\|834.96\|808.90\|211066;2026-09-07\|898.46\|10.38\|838.61\|902.26\|836.13\|431303;2026-09-08\|902.37\|0.44\|899.20\|933.98\|894.00\|287658;2026-09-09\|912.23\|1.09\|932.50\|934.49\|907.97\|141143
122881	美股光通信板块大涨	涨停揭秘：光模块PCB核心供应商，受益于日本光纤龙头涨价预期及800G光模块放量；涨停缘由：公司具备400G/800G光模块PCB量产能力，产品已应用于主流通信设备商；日本光纤巨头酝酿涨价强化上游材料议价逻辑，PCB作为光模块关键载体直接受益；资金逻辑：6月5日主力净流入1.36亿元，融资余额达5.94亿元创阶段新高，新华策略精选等6只基金Q1新进重仓，筹码向机构集中；风险提示：股东户数5月底环比增20.79%，人均持股下降17.21%，筹码短期趋于分散；一季报净利润同比+89%但绝对值仅1890万元，业绩持续性待验证	1、公司PCB涵盖单面板、双面板和多层板等，包括高频高速板、高阶 HDI 板等类型，主要应用于通信、工业控制、汽车电子、半导体封装等领域； 2、公司具备光模块板的制程能力，产品有应用于通信应用领域，公司能够提供支持客户实施400G/800G收发器的解决方案	2026-04-30\|108.10\|5.07\|105.24\|111.90\|103.56\|115033;2026-05-06\|116.31\|7.59\|108.80\|121.66\|105.54\|142984;2026-05-07\|116.30\|-0.01\|116.42\|116.80\|111.62\|105816;2026-05-08\|119.00\|2.32\|113.91\|123.39\|113.50\|94312;2026-05-11\|117.85\|-0.97\|117.52\|119.95\|115.66\|86187;2026-05-12\|121.50\|3.10\|118.08\|129.60\|118.08\|105529;2026-05-13\|126.70\|4.28\|119.00\|128.50\|117.00\|98282;2026-05-14\|122.81\|-3.07\|125.98\|127.93\|120.60\|78554;2026-05-15\|121.90\|-0.74\|123.15\|133.07\|120.60\|97042;2026-05-18\|128.50\|5.41\|120.75\|129.44\|120.75\|83597;2026-05-19\|130.29\|1.39\|127.76\|130.88\|123.00\|71133;2026-05-20\|135.99\|4.37\|131.30\|136.49\|127.00\|86279;2026-05-21\|127.24\|-6.43\|133.34\|136.88\|126.71\|78100;2026-05-22\|131.16\|3.08\|129.99\|134.33\|128.66\|105949;2026-05-25\|148.14\|12.95\|139.18\|150.60\|137.00\|97780;2026-05-26\|145.59\|-1.72\|144.38\|151.00\|140.18\|90519;2026-05-27\|156.00\|7.15\|148.19\|159.66\|147.12\|121039;2026-05-28\|151.85\|-2.66\|150.94\|159.59\|149.19\|90767;2026-05-29\|159.79\|5.23\|150.75\|175.98\|149.60\|143954;2026-06-01\|144.45\|-9.60\|156.80\|159.94\|143.00\|143279;2026-06-02\|149.90\|3.77\|143.20\|154.18\|139.51\|109531;2026-06-03\|150.00\|0.07\|152.00\|156.91\|147.66\|92920;2026-06-04\|154.64\|3.09\|148.41\|158.50\|147.38\|100294;2026-06-05\|157.79\|2.04\|154.51\|166.60\|147.00\|114985;2026-06-08\|155.97\|-1.15\|149.90\|162.80\|149.00\|96060;2026-06-09\|172.37\|10.51\|162.58\|174.44\|158.58\|122593;2026-06-10\|160.15\|-7.09\|163.47\|166.58\|156.66\|100080;2026-06-11\|160.90\|0.47\|157.27\|160.98\|152.06\|92419;2026-06-12\|167.32\|3.99\|162.50\|173.00\|159.60\|118336;2026-06-15\|185.05\|10.60\|169.90\|185.90\|167.53\|112298;2026-06-16\|181.37\|-1.99\|183.27\|186.00\|176.40\|114387;2026-06-17\|180.25\|-0.62\|179.56\|192.01\|177.45\|114410;2026-06-18\|191.30\|6.13\|180.30\|194.90\|178.12\|115534;2026-06-22\|197.00\|2.98\|189.52\|199.56\|186.33\|97824;2026-06-23\|182.20\|-7.51\|194.00\|195.27\|178.00\|95067;2026-06-24\|203.70\|11.80\|182.00\|206.66\|179.88\|116466;2026-06-25\|206.66\|1.45\|201.38\|210.98\|198.23\|88567;2026-06-26\|198.40\|-4.00\|202.00\|204.15\|193.25\|82679;2026-06-29\|191.08\|-3.69\|193.80\|205.00\|176.00\|97866;2026-06-30\|204.50\|7.02\|193.50\|212.00\|190.31\|96434;2026-07-01\|188.82\|-7.67\|204.00\|204.19\|183.00\|100748;2026-07-02\|173.80\|-7.95\|181.67\|186.98\|171.00\|74918;2026-07-03\|173.65\|-0.09\|171.80\|183.18\|170.61\|71886;2026-07-06\|165.45\|-4.72\|179.00\|181.79\|164.00\|71622;2026-07-07\|165.00\|-0.27\|167.00\|173.55\|161.30\|57079;2026-07-08\|161.06\|-2.39\|167.32\|172.25\|159.01\|48093;2026-07-09\|177.45\|10.18\|166.00\|177.80\|162.05\|74719;2026-07-10\|163.80\|-7.69\|177.52\|180.58\|163.00\|72683;2026-07-13\|150.77\|-7.95\|162.50\|165.25\|150.45\|73266;2026-07-14\|165.71\|9.91\|153.48\|166.04\|149.81\|69414;2026-07-15\|155.85\|-5.92\|168.64\|168.90\|154.58\|55042;2026-07-16\|146.91\|-5.74\|155.00\|158.56\|144.97\|49821;2026-07-17\|129.65\|-11.75\|148.00\|148.49\|129.00\|70178;2026-07-20\|114.42\|-11.75\|138.81\|139.39\|108.90\|93154;2026-07-21\|137.30\|20.00\|116.71\|137.30\|103.00\|115306;2026-07-22\|139.38\|1.51\|136.60\|148.39\|135.00\|109539;2026-07-23\|135.40\|-2.86\|140.76\|143.94\|134.61\|64596;2026-07-24\|132.86\|-1.88\|133.00\|138.00\|130.25\|69596;2026-07-27\|136.60\|2.81\|131.90\|138.87\|127.12\|66750;2026-07-28\|120.91\|-11.49\|133.64\|135.10\|119.63\|68717;2026-07-29\|116.77\|-3.42\|119.60\|123.00\|107.06\|95638;2026-07-30\|98.41\|-15.72\|114.96\|117.00\|96.57\|121074;2026-07-31\|100.17\|1.79\|110.07\|112.76\|100.00\|99890;2026-08-03\|96.01\|-4.15\|99.80\|101.75\|94.75\|75675;2026-08-04\|108.75\|13.27\|97.19\|110.31\|95.64\|87832;2026-08-05\|117.78\|8.30\|106.88\|119.79\|103.80\|105257;2026-08-06\|125.28\|6.37\|118.20\|129.46\|115.37\|104675;2026-08-07\|141.99\|13.34\|125.51\|145.66\|125.51\|127772;2026-08-10\|140.00\|-1.40\|142.00\|144.68\|133.63\|96392;2026-08-11\|137.41\|-1.85\|137.68\|141.00\|134.01\|67421;2026-08-12\|142.40\|3.63\|137.43\|143.02\|135.56\|78438;2026-08-13\|139.50\|-2.04\|144.85\|149.50\|139.50\|100172;2026-08-14\|155.88\|11.74\|132.60\|159.86\|132.60\|146193;2026-08-17\|157.81\|1.24\|153.39\|161.06\|153.39\|110372;2026-08-18\|150.18\|-4.83\|156.89\|158.69\|148.01\|87902;2026-08-19\|135.31\|-9.90\|146.99\|147.50\|133.84\|78234;2026-08-20\|137.20\|1.40\|139.00\|142.50\|135.00\|70108;2026-08-21\|139.45\|1.64\|137.62\|145.44\|133.50\|64928;2026-08-24\|133.00\|-4.63\|140.49\|141.98\|128.16\|57835;2026-08-25\|137.66\|3.50\|131.86\|141.49\|125.94\|75102;2026-08-26\|134.58\|-2.24\|140.01\|140.02\|129.50\|70603;2026-08-27\|137.88\|2.45\|137.06\|139.28\|133.11\|83083;2026-08-28\|134.19\|-2.68\|136.50\|140.28\|132.80\|69160;2026-08-31\|136.80\|1.95\|130.04\|138.24\|129.44\|54939;2026-09-01\|129.77\|-5.14\|136.80\|141.90\|129.00\|58348;2026-09-02\|128.85\|-0.71\|128.27\|131.80\|127.00\|41398;2026-09-03\|135.80\|5.39\|130.00\|138.20\|128.45\|67027;2026-09-04\|127.16\|-6.36\|135.74\|138.69\|125.02\|64770;2026-09-07\|137.60\|8.21\|130.50\|137.86\|129.01\|73166;2026-09-08\|135.84\|-1.28\|137.72\|141.00\|134.11\|57485;2026-09-09\|137.78\|1.43\|138.29\|142.19\|137.00\|44320
122880	美股光通信板块大涨	CPO技术许可+实控人终止减持+光通信元器件行业原因：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11日公告，全资子公司瑞士炬光拟向全球领先的半导体代工企业AH公司开展微棱镜透镜阵列和垂直光学耦合器相关技术许可，一次性技术许可费合计1300万美元。 2、据2026年6月13日公告，控股股东、实际控制人刘兴胜决定提前终止其于2月28日披露的减持计划。 3、据2026年6月2日投资者关系记录表，公司定位于CPO产业链元器件供应商，产品深入布局外置激光光源模块、光纤阵列单元等四大环节，提供微棱镜透镜阵列、V型槽阵列等产品；据2026年5月20日互动易，公司掌握微纳光学领域五大主流制备技术，已成为全球领先的微纳光学一站式解决方案提供商。	公司的产品广泛应用于光通信模块、硅光模块，如光发射模块（TOSA）、光接收模块（ROSA）、光子集成电路（PIC）、共封装光学器件（CPO）等领域	2026-04-30\|357.98\|2.46\|354.00\|361.79\|349.02\|38082;2026-05-06\|351.96\|-1.68\|365.13\|370.00\|348.00\|56318;2026-05-07\|422.35\|20.00\|352.00\|422.35\|348.18\|90592;2026-05-08\|434.64\|2.91\|430.00\|436.98\|402.35\|90284;2026-05-11\|478.10\|10.00\|460.08\|496.00\|455.00\|90072;2026-05-12\|475.00\|-0.65\|488.10\|491.23\|455.40\|65624;2026-05-13\|516.70\|8.78\|461.11\|524.20\|461.11\|82214;2026-05-14\|503.98\|-2.46\|526.88\|549.00\|501.00\|78442;2026-05-15\|513.97\|1.98\|520.00\|530.00\|478.37\|68430;2026-05-18\|495.88\|-3.52\|508.22\|521.88\|485.11\|63066;2026-05-19\|476.66\|-3.88\|488.37\|495.80\|446.00\|61861;2026-05-20\|486.21\|2.00\|474.35\|492.00\|456.00\|55926;2026-05-21\|460.48\|-5.29\|510.00\|515.00\|457.00\|75798;2026-05-22\|466.97\|1.41\|466.60\|483.10\|461.00\|55190;2026-05-25\|504.00\|7.93\|466.97\|509.00\|453.00\|69767;2026-05-26\|463.01\|-8.13\|494.00\|494.93\|446.62\|62629;2026-05-27\|453.00\|-2.16\|464.64\|490.00\|448.91\|56729;2026-05-28\|465.84\|2.83\|452.00\|468.88\|422.20\|62009;2026-05-29\|448.00\|-3.83\|465.56\|478.00\|440.35\|52784;2026-06-01\|421.48\|-5.92\|444.00\|460.00\|417.00\|48306;2026-06-02\|441.50\|4.75\|428.00\|441.81\|418.00\|39521;2026-06-03\|477.83\|8.23\|470.00\|497.77\|463.00\|70389;2026-06-04\|455.50\|-4.67\|462.00\|474.00\|448.88\|44969;2026-06-05\|445.85\|-2.12\|443.99\|472.50\|440.52\|47105;2026-06-08\|414.50\|-7.03\|412.00\|425.30\|401.00\|49815;2026-06-09\|440.87\|6.36\|422.79\|448.50\|415.00\|39577;2026-06-10\|282.38\|-7.26\|292.90\|297.97\|275.60\|57894;2026-06-11\|338.86\|20.00\|330.00\|338.86\|316.00\|54497;2026-06-12\|331.88\|-2.06\|372.00\|372.60\|328.00\|167294;2026-06-15\|398.26\|20.00\|345.00\|398.26\|342.02\|112780;2026-06-16\|413.00\|3.70\|399.74\|424.88\|385.51\|128744;2026-06-17\|399.23\|-3.33\|401.02\|418.00\|394.00\|83254;2026-06-18\|393.00\|-1.56\|395.00\|403.70\|389.00\|76595;2026-06-22\|374.99\|-4.58\|386.33\|394.00\|362.99\|87943;2026-06-23\|358.44\|-4.41\|370.00\|375.98\|354.58\|59643;2026-06-24\|375.00\|4.62\|356.87\|377.90\|355.20\|82440;2026-06-25\|377.68\|0.71\|375.05\|383.85\|364.00\|80155;2026-06-26\|351.32\|-6.98\|365.10\|370.40\|343.13\|65675;2026-06-29\|333.50\|-5.07\|351.32\|355.80\|313.00\|83164;2026-06-30\|354.21\|6.21\|335.00\|355.00\|327.47\|68970;2026-07-01\|332.98\|-5.99\|354.17\|356.89\|328.50\|67064;2026-07-02\|304.60\|-8.52\|326.58\|331.68\|301.90\|59409;2026-07-03\|297.75\|-2.25\|299.00\|311.88\|296.10\|52309;2026-07-06\|282.67\|-5.06\|297.52\|309.83\|276.13\|67470;2026-07-07\|270.68\|-4.24\|284.47\|287.88\|265.10\|56701;2026-07-08\|262.00\|-3.21\|277.00\|280.00\|260.31\|52089;2026-07-09\|289.00\|10.31\|269.85\|291.80\|257.68\|82451;2026-07-10\|282.10\|-2.39\|299.00\|313.50\|281.00\|84566;2026-07-13\|264.45\|-6.26\|282.00\|290.00\|261.40\|61353;2026-07-14\|282.28\|6.74\|269.26\|287.80\|261.51\|70134;2026-07-15\|259.51\|-8.07\|291.00\|291.49\|257.02\|66163;2026-07-16\|261.50\|0.77\|260.79\|278.88\|252.00\|83787;2026-07-17\|217.54\|-16.81\|261.50\|264.29\|214.51\|91924;2026-07-20\|194.13\|-10.76\|227.90\|229.50\|187.09\|117260;2026-07-21\|223.20\|14.97\|197.91\|224.81\|182.65\|109945;2026-07-22\|220.95\|-1.01\|223.50\|236.83\|218.00\|75741;2026-07-23\|209.50\|-5.18\|223.82\|227.00\|206.67\|77887;2026-07-24\|203.70\|-2.77\|211.48\|213.50\|202.22\|52357;2026-07-27\|215.11\|5.60\|204.64\|215.11\|200.00\|63054;2026-07-28\|191.53\|-10.96\|217.00\|220.00\|190.00\|81705;2026-07-29\|181.90\|-5.03\|195.32\|195.32\|172.00\|96640;2026-07-30\|157.82\|-13.24\|181.26\|182.00\|155.50\|119516;2026-07-31\|175.44\|11.16\|175.00\|188.43\|173.00\|105963;2026-08-03\|177.72\|1.30\|173.56\|185.00\|168.59\|90329;2026-08-04\|201.99\|13.66\|185.00\|202.80\|181.06\|113901;2026-08-05\|208.35\|3.15\|189.00\|209.50\|187.17\|130210;2026-08-06\|208.64\|0.14\|200.00\|212.37\|198.00\|99394;2026-08-07\|220.90\|5.88\|210.64\|223.90\|209.28\|112503;2026-08-10\|202.88\|-8.16\|215.00\|222.45\|195.50\|121703;2026-08-11\|204.60\|0.85\|200.04\|209.88\|195.90\|80780;2026-08-12\|245.52\|20.00\|207.00\|245.52\|205.00\|86147;2026-08-13\|255.86\|4.21\|255.11\|269.68\|250.55\|191846;2026-08-14\|270.95\|5.90\|255.86\|278.30\|252.03\|145036;2026-08-17\|291.20\|7.47\|279.90\|291.27\|273.88\|133286;2026-08-18\|288.50\|-0.93\|288.00\|294.99\|278.89\|117024;2026-08-19\|266.90\|-7.49\|274.88\|286.68\|262.15\|131044;2026-08-20\|283.00\|6.03\|270.50\|288.08\|257.13\|125084;2026-08-21\|281.07\|-0.68\|284.09\|293.99\|276.00\|112415;2026-08-24\|272.30\|-3.12\|274.91\|284.42\|258.22\|96314;2026-08-25\|264.59\|-2.83\|264.23\|269.00\|253.00\|67575;2026-08-26\|262.00\|-0.98\|268.95\|269.92\|250.59\|64599;2026-08-27\|291.00\|11.07\|270.00\|298.00\|269.00\|108709;2026-08-28\|295.00\|1.37\|289.93\|307.83\|285.00\|115549;2026-08-31\|289.99\|-1.70\|289.80\|303.00\|285.06\|78240;2026-09-01\|285.01\|-1.72\|300.00\|300.29\|283.00\|108759;2026-09-02\|278.97\|-2.12\|277.24\|288.59\|271.00\|82112;2026-09-03\|284.18\|1.87\|284.27\|288.98\|273.00\|83842;2026-09-04\|299.50\|5.39\|295.00\|321.98\|292.00\|136743;2026-09-07\|316.20\|5.58\|307.58\|318.18\|305.27\|113446;2026-09-08\|302.13\|-4.45\|311.00\|318.88\|299.50\|9518702;2026-09-09\|307.00\|1.61\|315.10\|320.00\|306.00\|6939485
122879	美股光通信板块大涨	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1.6T光模块订单相对于去年增幅很大	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;2026-07-27\|491.00\|3.15\|466.14\|492.41\|459.50\|357034;2026-07-28\|406.90\|-17.13\|460.00\|469.99\|403.92\|772843;2026-07-29\|421.20\|3.51\|407.13\|429.22\|393.50\|650077;2026-07-30\|371.10\|-11.89\|410.21\|414.02\|347.00\|963230;2026-07-31\|396.01\|6.71\|418.01\|430.40\|395.88\|749477;2026-08-03\|394.08\|-0.49\|389.96\|405.00\|379.00\|404709;2026-08-04\|448.00\|13.68\|409.00\|453.18\|409.00\|692583;2026-08-05\|424.30\|-5.29\|400.00\|438.36\|400.00\|871013;2026-08-06\|421.87\|-0.57\|413.00\|439.84\|397.09\|514458;2026-08-07\|420.95\|-0.22\|430.34\|448.62\|413.18\|598278;2026-08-10\|399.60\|-5.07\|420.06\|424.24\|388.28\|668240;2026-08-11\|415.30\|3.93\|410.20\|420.58\|398.88\|483612;2026-08-12\|428.20\|3.11\|410.01\|441.80\|409.50\|437323;2026-08-13\|429.90\|0.40\|444.40\|452.88\|428.27\|439716;2026-08-14\|448.08\|4.23\|435.51\|449.97\|426.50\|388188;2026-08-17\|466.68\|4.15\|448.00\|472.00\|427.60\|589653;2026-08-18\|452.21\|-3.10\|465.01\|467.67\|446.46\|389274;2026-08-19\|411.50\|-9.00\|432.00\|439.80\|407.02\|540016;2026-08-20\|414.02\|0.61\|418.00\|420.50\|406.12\|284175;2026-08-21\|442.00\|6.76\|427.01\|443.67\|420.06\|477808;2026-08-24\|412.00\|-6.79\|445.01\|450.00\|400.00\|494600;2026-08-25\|400.87\|-2.70\|405.00\|413.02\|395.00\|350271;2026-08-26\|398.78\|-0.52\|402.36\|408.50\|385.00\|342266;2026-08-27\|409.10\|2.59\|406.00\|413.50\|402.51\|364496;2026-08-28\|399.00\|-2.47\|405.24\|427.10\|398.99\|425602;2026-08-31\|401.87\|0.72\|385.00\|406.03\|385.00\|312034;2026-09-01\|402.81\|0.23\|401.78\|415.00\|388.00\|375858;2026-09-02\|386.70\|-4.00\|393.00\|395.00\|378.56\|356342;2026-09-03\|384.76\|-0.50\|392.11\|397.79\|380.47\|260500;2026-09-04\|386.00\|0.32\|392.45\|398.00\|382.20\|299405;2026-09-07\|417.20\|8.08\|397.98\|419.33\|395.00\|512218;2026-09-08\|416.40\|-0.19\|419.33\|431.34\|413.86\|369420;2026-09-09\|417.47\|0.26\|435.00\|435.65\|416.35\|192948
122878	美股光通信板块大涨	涨停揭秘：CW 70mW激光器批量交付数据中心高速场景，AOI获1.6T光收发器首批量产订单带动板块情绪，硅光上游芯片受益明显；涨停缘由：高速光芯片国产替代加速；70mW CW激光器适配1.6T主流方案；美股AOI隔夜大涨15%形成强映射；国内光模块厂商扩产拉动上游芯片需求；资金逻辑：作为光通信板块弹性标的，4月17日资金快速涌入，单日换手率显著提升，小市值+高成长属性吸引游资与量化资金博弈；风险提示：客户集中度较高；高端光芯片良率与国际龙头仍有差距；1.6T实际出货节奏可能慢于预期	公司主营业务为光芯片，CW 70mW激光器等产品实现批量交付，适用于数据中心高速场景	2026-04-30\|1571.00\|3.70\|1535.00\|1610.31\|1497.48\|27961;2026-05-06\|1531.01\|-2.55\|1589.00\|1612.00\|1505.05\|39781;2026-05-07\|1629.00\|6.40\|1538.00\|1638.00\|1475.00\|38800;2026-05-08\|1575.00\|-3.31\|1595.52\|1625.00\|1567.82\|29364;2026-05-11\|1624.00\|3.11\|1593.00\|1650.88\|1550.02\|33488;2026-05-12\|1731.00\|6.59\|1668.00\|1766.88\|1666.00\|35671;2026-05-13\|1708.00\|-1.33\|1665.00\|1716.98\|1651.29\|34355;2026-05-14\|1635.00\|-4.27\|1700.00\|1717.00\|1627.44\|40186;2026-05-15\|1559.00\|-4.65\|1583.05\|1649.88\|1515.00\|48650;2026-05-18\|1058.08\|-1.64\|1048.00\|1104.00\|1041.81\|54163;2026-05-19\|1068.00\|0.94\|1032.12\|1072.79\|1000.08\|48951;2026-05-20\|1114.94\|4.40\|1065.00\|1115.00\|1056.65\|53784;2026-05-21\|1038.04\|-6.90\|1121.70\|1123.00\|1025.75\|51818;2026-05-22\|1066.40\|2.73\|1060.00\|1085.00\|1040.00\|45426;2026-05-25\|1084.16\|1.67\|1067.87\|1092.00\|1039.33\|52732;2026-05-26\|1041.10\|-3.97\|1063.00\|1073.88\|1025.00\|55584;2026-05-27\|1124.00\|7.96\|1046.59\|1138.88\|1046.59\|76465;2026-05-28\|1142.18\|1.62\|1110.00\|1156.76\|1077.00\|65163;2026-05-29\|1132.79\|-0.82\|1172.00\|1188.88\|1090.02\|54937;2026-06-01\|1073.44\|-5.24\|1133.50\|1149.97\|1060.02\|56120;2026-06-02\|1206.91\|12.43\|1089.36\|1235.00\|1089.36\|79422;2026-06-03\|1405.00\|16.41\|1240.99\|1437.77\|1240.00\|76941;2026-06-04\|1373.90\|-2.21\|1350.00\|1405.93\|1350.00\|49804;2026-06-05\|1320.72\|-3.87\|1374.00\|1448.68\|1300.00\|71918;2026-06-08\|1389.88\|5.24\|1278.88\|1413.00\|1278.00\|70777;2026-06-09\|1475.00\|6.12\|1417.67\|1509.98\|1355.00\|62522;2026-06-10\|1450.00\|-1.69\|1450.00\|1495.00\|1408.11\|48930;2026-06-11\|1452.00\|0.14\|1460.00\|1505.00\|1396.00\|56460;2026-06-12\|1400.01\|-3.58\|1494.00\|1530.00\|1400.01\|97426;2026-06-15\|1464.88\|4.63\|1415.00\|1465.01\|1360.00\|65556;2026-06-16\|1608.88\|9.83\|1460.00\|1628.80\|1432.00\|63592;2026-06-17\|1612.00\|0.19\|1561.03\|1627.77\|1561.03\|43997;2026-06-18\|1673.36\|3.81\|1600.00\|1712.00\|1591.81\|44029;2026-06-22\|1873.50\|11.96\|1673.36\|1879.73\|1673.36\|47738;2026-06-23\|1818.30\|-2.95\|1855.00\|1968.14\|1788.00\|52348;2026-06-24\|1838.00\|1.08\|1812.01\|1868.89\|1779.12\|40897;2026-06-25\|1875.00\|2.01\|1810.55\|1898.00\|1777.94\|40380;2026-06-26\|1776.91\|-5.23\|1825.94\|1834.72\|1730.00\|48620;2026-06-29\|1724.83\|-2.93\|1776.96\|1790.78\|1630.00\|56673;2026-06-30\|1886.00\|9.34\|1742.00\|1936.88\|1701.55\|54948;2026-07-01\|1761.00\|-6.63\|1884.00\|1884.00\|1733.00\|43034;2026-07-02\|1639.00\|-6.93\|1649.00\|1729.36\|1623.10\|40298;2026-07-03\|1659.23\|1.23\|1639.00\|1738.80\|1590.02\|38327;2026-07-06\|1640.00\|-1.16\|1699.90\|1702.11\|1546.00\|42659;2026-07-07\|1715.04\|4.58\|1637.80\|1749.00\|1581.12\|49452;2026-07-08\|1617.00\|-5.72\|1711.00\|1736.00\|1616.01\|43285;2026-07-09\|1746.01\|7.98\|1662.00\|1750.00\|1615.00\|50243;2026-07-10\|1609.00\|-7.85\|1793.12\|1829.00\|1601.00\|47226;2026-07-13\|1590.20\|-1.17\|1578.82\|1656.00\|1520.12\|42401;2026-07-14\|1798.90\|13.12\|1590.20\|1800.53\|1561.88\|59845;2026-07-15\|1809.00\|0.56\|1790.00\|1919.00\|1750.00\|52835;2026-07-16\|1825.98\|0.94\|1738.96\|1899.00\|1680.10\|42800;2026-07-17\|1656.00\|-9.31\|1750.00\|1752.94\|1525.00\|62273;2026-07-20\|1403.42\|-15.25\|1690.00\|1690.00\|1324.80\|87488;2026-07-21\|1510.00\|7.59\|1401.63\|1548.00\|1188.00\|99275;2026-07-22\|1415.00\|-6.29\|1537.01\|1611.00\|1413.00\|74863;2026-07-23\|1445.00\|2.12\|1439.98\|1520.00\|1409.99\|57134;2026-07-24\|1390.00\|-3.81\|1400.00\|1468.00\|1354.00\|40772;2026-07-27\|1473.01\|5.97\|1383.74\|1490.00\|1355.30\|48694;2026-07-28\|1226.00\|-16.77\|1390.00\|1412.00\|1210.00\|64239;2026-07-29\|1228.00\|0.16\|1226.00\|1259.00\|1166.00\|64717;2026-07-30\|1016.80\|-17.20\|1200.55\|1222.00\|995.01\|103312;2026-07-31\|1092.10\|7.41\|1188.80\|1190.00\|1090.08\|70886;2026-08-03\|1147.01\|5.03\|1088.00\|1188.00\|1081.63\|57978;2026-08-04\|1315.00\|14.65\|1200.00\|1320.00\|1200.00\|71073;2026-08-05\|1298.00\|-1.29\|1200.00\|1317.98\|1188.18\|85863;2026-08-06\|1333.00\|2.70\|1258.09\|1367.80\|1239.33\|50376;2026-08-07\|1355.50\|1.69\|1356.88\|1424.00\|1318.00\|58304;2026-08-10\|1415.10\|4.40\|1355.50\|1420.00\|1295.61\|60533;2026-08-11\|1351.00\|-4.53\|1380.00\|1396.00\|1291.00\|52392;2026-08-12\|1429.00\|5.77\|1365.00\|1469.00\|1365.00\|51044;2026-08-13\|1500.68\|5.02\|1469.60\|1596.00\|1469.19\|54253;2026-08-14\|1519.00\|1.22\|1516.02\|1535.00\|1470.00\|32660;2026-08-17\|1595.01\|5.00\|1530.10\|1600.00\|1501.04\|39279;2026-08-18\|1613.50\|1.16\|1630.89\|1650.89\|1556.68\|36841;2026-08-19\|1518.10\|-5.91\|1529.60\|1594.81\|1500.18\|47669;2026-08-20\|1545.00\|1.77\|1524.17\|1583.02\|1481.92\|33178;2026-08-21\|1587.00\|2.72\|1560.00\|1606.99\|1540.01\|34686;2026-08-24\|1541.00\|-2.90\|1571.13\|1597.00\|1495.00\|34195;2026-08-25\|1553.00\|0.78\|1500.00\|1589.99\|1485.20\|30482;2026-08-26\|1540.01\|-0.84\|1565.01\|1579.78\|1486.01\|26181;2026-08-27\|1630.99\|5.91\|1569.90\|1635.85\|1553.00\|36641;2026-08-28\|1538.35\|-5.68\|1611.00\|1635.99\|1535.00\|36377;2026-08-31\|1533.00\|-0.35\|1490.00\|1533.90\|1485.00\|27852;2026-09-01\|1482.00\|-3.33\|1533.00\|1533.00\|1448.00\|31730;2026-09-02\|1481.00\|-0.07\|1456.09\|1501.02\|1440.03\|26528;2026-09-03\|1508.00\|1.82\|1500.00\|1525.00\|1474.00\|25680;2026-09-04\|1466.00\|-2.79\|1520.00\|1527.01\|1441.25\|26499;2026-09-07\|1702.00\|16.10\|1499.00\|1706.00\|1488.00\|56399;2026-09-08\|1715.00\|0.76\|1701.93\|1775.00\|1671.10\|3956438;2026-09-09\|1730.02\|0.88\|1759.00\|1775.27\|1721.54\|1803269
122877	美股光通信板块大涨	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。公司正在进行适用于CPO应用场景的多通道光纤耦合阵列的开发以及CPO-ELS模块应用的多通道高功率激光器的开发	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;2026-07-27\|209.19\|2.84\|201.76\|210.32\|200.10\|258245;2026-07-28\|181.56\|-13.21\|198.11\|202.98\|180.01\|445775;2026-07-29\|182.09\|0.29\|182.50\|185.07\|170.63\|433603;2026-07-30\|160.10\|-12.08\|180.03\|180.76\|155.55\|578976;2026-07-31\|171.01\|6.81\|180.00\|185.03\|170.93\|548857;2026-08-03\|180.50\|5.55\|170.97\|187.50\|168.50\|559978;2026-08-04\|212.00\|17.45\|189.98\|216.00\|188.18\|783303;2026-08-05\|216.85\|2.29\|198.00\|218.20\|193.00\|859537;2026-08-06\|225.28\|3.89\|208.00\|228.00\|202.00\|677501;2026-08-07\|230.68\|2.40\|230.00\|236.82\|224.96\|609932;2026-08-10\|223.03\|-3.32\|233.21\|235.00\|216.68\|466718;2026-08-11\|222.49\|-0.24\|218.22\|228.58\|216.88\|318683;2026-08-12\|240.05\|7.89\|224.01\|248.50\|221.99\|534737;2026-08-13\|257.16\|7.13\|250.10\|271.40\|250.10\|646795;2026-08-14\|267.71\|4.10\|262.01\|267.71\|252.00\|524891;2026-08-17\|286.56\|7.04\|278.00\|291.80\|274.59\|631593;2026-08-18\|291.44\|1.70\|288.00\|295.00\|279.36\|547692;2026-08-19\|277.40\|-4.82\|272.00\|289.70\|267.89\|631652;2026-08-20\|276.25\|-0.41\|282.50\|284.00\|260.50\|517374;2026-08-21\|273.08\|-1.15\|276.10\|288.00\|269.65\|504443;2026-08-24\|249.50\|-8.63\|268.88\|270.94\|241.00\|644778;2026-08-25\|257.10\|3.05\|249.50\|264.72\|241.80\|451097;2026-08-26\|253.58\|-1.37\|256.97\|256.97\|245.01\|368214;2026-08-27\|267.16\|5.36\|258.39\|276.66\|256.48\|519430;2026-08-28\|263.58\|-1.34\|266.20\|274.99\|261.92\|338960;2026-08-31\|263.00\|-0.22\|255.01\|264.59\|253.68\|286960;2026-09-01\|251.77\|-4.27\|261.05\|261.95\|247.20\|330521;2026-09-02\|250.00\|-0.70\|247.86\|255.69\|237.80\|416345;2026-09-03\|248.81\|-0.48\|253.00\|253.99\|243.96\|254888;2026-09-04\|248.70\|-0.04\|252.01\|262.68\|246.02\|385892;2026-09-07\|267.00\|7.36\|256.22\|268.87\|254.40\|519294;2026-09-08\|258.50\|-3.18\|265.10\|273.33\|256.80\|410935;2026-09-09\|260.15\|0.64\|270.00\|270.88\|259.33\|210154
122876	美股光通信板块大涨		公司拟购福可喜玛82.38%股权，标的专注MT插芯等MPO配套部件研发，产品应用于数据中心高速连接场景	2026-04-30\|131.82\|0.50\|135.00\|135.90\|130.50\|287859;2026-05-06\|151.23\|14.72\|136.00\|155.60\|136.00\|511231;2026-05-07\|169.22\|11.90\|150.00\|171.26\|147.38\|423116;2026-05-08\|176.60\|4.36\|165.00\|179.90\|163.18\|349747;2026-05-11\|178.60\|1.13\|176.67\|183.20\|172.50\|344350;2026-05-12\|180.97\|1.33\|184.00\|191.80\|180.97\|302413;2026-05-13\|179.66\|-0.72\|175.55\|181.20\|174.03\|278459;2026-05-14\|182.53\|1.60\|184.50\|188.18\|177.41\|303716;2026-05-15\|175.60\|-3.80\|187.78\|193.56\|170.25\|329431;2026-05-18\|173.42\|-1.24\|176.00\|178.68\|170.21\|259174;2026-05-19\|173.31\|-0.06\|172.00\|174.11\|162.98\|255271;2026-05-20\|184.90\|6.69\|172.35\|188.46\|167.80\|328570;2026-05-21\|167.88\|-9.21\|188.00\|188.18\|166.00\|352295;2026-05-22\|174.72\|4.07\|173.00\|180.89\|161.88\|390951;2026-05-25\|182.12\|4.24\|177.00\|184.87\|174.18\|329053;2026-05-26\|171.08\|-6.06\|180.00\|180.00\|166.20\|311047;2026-05-27\|155.00\|-9.40\|160.00\|162.78\|149.20\|510728;2026-05-28\|163.78\|5.66\|153.00\|166.00\|152.18\|335367;2026-05-29\|162.69\|-0.67\|167.01\|168.40\|158.00\|260709;2026-06-01\|146.30\|-10.07\|160.01\|160.80\|146.06\|310983;2026-06-02\|154.50\|5.60\|151.78\|157.40\|146.88\|262674;2026-06-03\|168.86\|9.29\|160.80\|181.00\|158.53\|463958;2026-06-04\|165.45\|-2.02\|163.13\|168.98\|162.96\|292850;2026-06-05\|156.79\|-5.23\|162.00\|174.59\|154.00\|342067;2026-06-08\|149.28\|-4.79\|143.10\|155.00\|143.10\|232099;2026-06-09\|160.89\|7.78\|153.36\|162.02\|152.28\|248268;2026-06-10\|151.63\|-5.76\|154.50\|157.55\|149.00\|183178;2026-06-11\|151.50\|0.11\|152.05\|155.58\|148.06\|189320;2026-06-12\|149.07\|-1.60\|160.00\|162.00\|147.50\|226777;2026-06-15\|166.53\|11.71\|152.00\|166.88\|150.00\|322915;2026-06-16\|172.91\|3.83\|169.00\|177.50\|166.05\|347210;2026-06-17\|169.52\|-1.96\|167.68\|171.97\|165.70\|320390;2026-06-18\|175.44\|3.49\|171.00\|177.46\|168.18\|328933;2026-06-22\|182.55\|4.05\|181.00\|188.99\|176.80\|353335;2026-06-23\|199.98\|9.55\|178.60\|205.79\|172.60\|409680;2026-06-24\|203.33\|1.68\|193.00\|206.67\|191.08\|351185;2026-06-25\|199.94\|-1.67\|204.00\|205.92\|193.00\|291188;2026-06-26\|179.70\|-10.12\|193.50\|194.00\|173.50\|343935;2026-06-29\|175.30\|-2.45\|178.00\|182.50\|165.18\|247825;2026-06-30\|184.65\|5.33\|178.78\|191.60\|174.00\|268160;2026-07-01\|170.80\|-7.50\|181.55\|183.97\|168.00\|271500;2026-07-02\|160.91\|-5.79\|161.00\|170.60\|156.10\|202208;2026-07-03\|158.57\|-1.45\|158.13\|166.69\|157.29\|165184;2026-07-06\|148.68\|-6.24\|158.00\|158.57\|141.00\|256712;2026-07-07\|144.96\|-2.50\|149.30\|150.00\|141.33\|155785;2026-07-08\|141.91\|-2.10\|147.00\|149.90\|138.00\|166734;2026-07-09\|154.56\|8.91\|144.90\|156.36\|136.50\|268954;2026-07-10\|147.63\|-4.48\|159.00\|162.62\|147.55\|230794;2026-07-13\|139.60\|-5.44\|145.01\|149.80\|138.70\|167564;2026-07-14\|151.90\|8.81\|140.70\|153.85\|137.80\|243067;2026-07-15\|146.70\|-3.42\|153.11\|156.80\|146.20\|192643;2026-07-16\|142.03\|-3.18\|140.07\|148.58\|137.00\|168980;2026-07-17\|117.99\|-16.93\|140.76\|142.00\|117.85\|252729;2026-07-20\|111.50\|-5.50\|122.58\|127.20\|105.29\|296345;2026-07-21\|121.90\|9.33\|113.60\|122.87\|95.99\|326847;2026-07-22\|116.30\|-4.59\|120.00\|126.70\|115.00\|241454;2026-07-23\|114.20\|-1.81\|119.70\|122.58\|113.13\|179018;2026-07-24\|111.58\|-2.29\|113.03\|115.50\|110.58\|140679;2026-07-27\|114.89\|2.97\|111.48\|115.50\|109.00\|155343;2026-07-28\|100.20\|-12.79\|110.80\|113.66\|99.50\|243065;2026-07-29\|96.00\|-4.19\|100.19\|101.98\|89.41\|287013;2026-07-30\|83.97\|-12.53\|94.86\|95.00\|81.68\|337770;2026-07-31\|90.04\|7.23\|96.00\|96.00\|89.50\|276210;2026-08-03\|96.77\|7.47\|91.89\|99.80\|90.16\|364087;2026-08-04\|113.70\|17.50\|102.38\|113.98\|99.94\|424692;2026-08-05\|114.61\|0.80\|110.25\|116.07\|107.30\|392405;2026-08-06\|118.75\|3.61\|112.60\|120.48\|111.20\|322454;2026-08-07\|127.70\|7.54\|118.94\|128.51\|118.94\|343765;2026-08-10\|134.01\|4.94\|128.90\|138.00\|124.55\|332954;2026-08-11\|130.50\|-2.62\|128.79\|133.36\|125.57\|245860;2026-08-12\|139.89\|7.20\|131.00\|142.50\|131.00\|276471;2026-08-13\|138.61\|-0.92\|142.00\|146.00\|138.60\|274170;2026-08-14\|140.76\|1.55\|139.44\|141.50\|136.22\|182366;2026-08-17\|160.00\|13.67\|144.88\|160.00\|143.80\|288363;2026-08-18\|162.30\|1.44\|160.00\|163.90\|158.49\|225475;2026-08-19\|151.41\|-6.71\|154.00\|158.49\|149.44\|287375;2026-08-20\|164.00\|8.32\|154.00\|166.80\|146.68\|316403;2026-08-21\|158.00\|-3.66\|163.00\|167.18\|156.78\|289729;2026-08-24\|154.05\|-2.50\|156.79\|158.00\|148.99\|252066;2026-08-25\|151.70\|-1.53\|149.00\|154.78\|146.68\|171188;2026-08-26\|149.51\|-1.44\|154.44\|154.55\|146.50\|150133;2026-08-27\|159.14\|6.44\|152.79\|161.83\|150.36\|221973;2026-08-28\|155.10\|-2.54\|158.60\|161.60\|155.00\|165948;2026-08-31\|157.93\|1.82\|148.00\|157.93\|148.00\|136315;2026-09-01\|150.79\|-4.52\|156.36\|157.08\|148.41\|147156;2026-09-02\|148.14\|-1.76\|145.83\|149.80\|144.02\|142339;2026-09-03\|147.11\|-0.70\|151.58\|151.98\|145.00\|116073;2026-09-04\|141.62\|-3.73\|148.79\|153.66\|140.60\|165193;2026-09-07\|154.91\|9.38\|145.82\|156.15\|145.00\|219771;2026-09-08\|150.21\|-3.03\|155.22\|157.23\|149.29\|17803028;2026-09-09\|149.26\|-0.63\|155.01\|156.00\|148.77\|13076628
122875	美股光通信板块大涨	光通信陶瓷外壳+SiC功率器件+央企行业原因： 1、中信建投指出，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。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年6月10日互动易，2026年一季度受益AI算力、高端光通信行业高景气，光模块用陶瓷外壳、陶瓷基板订单大幅放量，产能利用率维持高位，电子陶瓷板块实现营收和利润同比大幅增长，是公司当期业绩增长的核心支撑板块之一；据2026年一季报，公司营收10.99亿元，同比增长79.05%，归母净利润1.93亿元，同比增长57.32%。 2、据2026年6月2日及5月27日互动易，公司已成为国内规模最大的高端电子陶瓷外壳制造商，光模块封装用陶瓷外壳和基板市占率处于全球头部地位，目前在手订单充足。 3、据2026年6月10日互动易，子公司国联万众是国内较早开展SiC功率半导体研究生产的单位之一，碳化硅MOSFET已在头部车企量产应用；博威公司重点布局5G-A/6G、卫星通信等射频芯片与器件。 4、据2026年6月11日互动易，收购雄安太芯100%股权资产交割工作正按计划有序进行。 5、据2025年年报，公司控股股东为中国电子科技集团公司第十三研究所，最终控制人为国务院国有资产监督管理委员会。	公司为电子陶瓷龙头，上半年高端光模块外壳和基板逐步实现放量，目前公司已可以设计开发1.6T光通信器件外壳和基板，与国外同类产品技术水平相当。	2026-04-30\|123.52\|-0.33\|127.35\|129.97\|120.60\|124837;2026-05-06\|128.30\|3.87\|125.86\|129.99\|123.50\|141750;2026-05-07\|132.70\|3.43\|128.01\|135.07\|123.69\|160909;2026-05-08\|140.07\|5.55\|130.56\|141.89\|130.51\|143884;2026-05-11\|154.08\|10.00\|149.67\|154.08\|145.48\|172488;2026-05-12\|151.63\|-1.59\|156.66\|157.30\|147.85\|171457;2026-05-13\|150.99\|-0.42\|150.00\|154.50\|146.77\|131820;2026-05-14\|166.09\|10.00\|152.87\|166.09\|152.00\|168166;2026-05-15\|160.60\|-3.31\|165.00\|169.00\|153.80\|190149;2026-05-18\|171.33\|6.68\|156.66\|174.60\|156.66\|166705;2026-05-19\|172.42\|0.64\|170.00\|175.97\|160.00\|148787;2026-05-20\|164.84\|-4.40\|171.99\|173.99\|161.56\|137702;2026-05-21\|153.45\|-6.91\|165.25\|168.00\|152.76\|165630;2026-05-22\|158.69\|3.41\|153.45\|160.88\|150.20\|167449;2026-05-25\|156.88\|-1.14\|158.69\|159.80\|150.95\|138858;2026-05-26\|149.66\|-4.60\|154.51\|156.50\|147.36\|137646;2026-05-27\|147.20\|-1.64\|149.60\|153.33\|145.61\|132826;2026-05-28\|152.07\|3.31\|147.31\|153.14\|143.50\|121055;2026-05-29\|141.90\|-6.69\|153.40\|154.00\|140.08\|140883;2026-06-01\|136.71\|-3.66\|141.59\|144.22\|136.00\|119626;2026-06-02\|142.04\|3.90\|137.71\|143.35\|134.00\|108423;2026-06-03\|144.07\|1.43\|145.00\|151.05\|141.14\|136894;2026-06-04\|146.84\|1.92\|141.00\|148.60\|139.61\|112604;2026-06-05\|142.59\|-2.89\|144.00\|150.17\|141.52\|108013;2026-06-08\|134.95\|-5.36\|133.33\|140.50\|132.20\|104004;2026-06-09\|143.79\|6.55\|137.21\|145.58\|133.65\|109605;2026-06-10\|140.00\|-2.34\|142.90\|143.28\|139.00\|74607;2026-06-11\|144.98\|3.56\|140.00\|147.99\|140.00\|120954;2026-06-12\|144.00\|-0.68\|148.13\|153.50\|143.89\|140811;2026-06-15\|150.46\|4.49\|142.80\|150.50\|137.88\|163054;2026-06-16\|161.01\|7.01\|152.00\|162.00\|150.68\|186287;2026-06-17\|160.26\|-0.47\|156.40\|160.60\|154.00\|143228;2026-06-18\|176.29\|10.00\|160.58\|176.29\|160.50\|158478;2026-06-22\|193.92\|10.00\|191.01\|193.92\|191.01\|85219;2026-06-23\|187.44\|-3.34\|204.00\|205.95\|185.80\|262243;2026-06-24\|194.00\|3.50\|186.00\|194.90\|181.08\|175735;2026-06-25\|195.57\|0.81\|193.51\|198.00\|188.01\|161711;2026-06-26\|183.10\|-6.38\|189.05\|191.00\|176.58\|153963;2026-06-29\|170.35\|-6.96\|182.81\|188.89\|165.07\|166317;2026-06-30\|180.30\|5.84\|169.56\|182.80\|164.80\|113825;2026-07-01\|172.78\|-4.17\|180.32\|181.20\|171.38\|100173;2026-07-02\|159.40\|-7.74\|165.00\|167.98\|158.21\|104207;2026-07-03\|156.98\|-1.52\|161.00\|162.99\|154.01\|76824;2026-07-06\|151.29\|-3.62\|159.01\|161.05\|145.98\|77305;2026-07-07\|147.48\|-2.52\|150.46\|153.33\|144.37\|70825;2026-07-08\|141.94\|-3.76\|148.31\|149.90\|138.80\|75939;2026-07-09\|150.50\|6.03\|144.79\|150.61\|138.56\|105449;2026-07-10\|142.04\|-5.62\|152.01\|155.76\|141.50\|103588;2026-07-13\|131.40\|-7.49\|139.45\|143.50\|131.02\|92437;2026-07-14\|138.02\|5.04\|133.08\|138.80\|128.29\|89530;2026-07-15\|129.10\|-6.46\|139.12\|142.44\|128.60\|73036;2026-07-16\|119.20\|-7.67\|125.76\|128.31\|117.94\|106852;2026-07-17\|107.28\|-10.00\|118.70\|119.19\|107.28\|96575;2026-07-20\|100.00\|-6.79\|113.00\|115.00\|97.08\|133341;2026-07-21\|110.00\|10.00\|103.30\|110.00\|90.00\|148353;2026-07-22\|108.56\|-1.31\|109.99\|113.34\|107.38\|132045;2026-07-23\|107.59\|-0.89\|109.86\|112.48\|106.50\|87794;2026-07-24\|106.00\|-1.48\|106.00\|109.23\|103.00\|68386;2026-07-27\|108.51\|2.37\|105.02\|108.56\|102.81\|90408;2026-07-28\|100.28\|-7.58\|106.00\|109.36\|99.45\|102942;2026-07-29\|98.55\|-1.73\|100.45\|102.51\|93.66\|100703;2026-07-30\|91.10\|-7.56\|97.93\|98.42\|89.09\|100037;2026-07-31\|94.70\|3.95\|100.21\|100.21\|94.50\|113275;2026-08-03\|91.18\|-3.72\|93.38\|94.37\|90.07\|83593;2026-08-04\|100.30\|10.00\|93.00\|100.30\|91.86\|119145;2026-08-05\|108.63\|8.31\|98.67\|109.83\|97.78\|141552;2026-08-06\|111.76\|2.88\|106.95\|113.88\|105.58\|111623;2026-08-07\|115.86\|3.67\|113.71\|117.00\|110.52\|105073;2026-08-10\|112.74\|-2.69\|117.00\|117.83\|109.46\|113610;2026-08-11\|117.64\|4.35\|112.32\|124.01\|110.67\|164222;2026-08-12\|119.39\|1.49\|119.00\|121.65\|115.50\|109197;2026-08-13\|118.25\|-0.95\|121.95\|124.80\|118.00\|103764;2026-08-14\|130.08\|10.00\|120.20\|130.08\|118.66\|130754;2026-08-17\|143.09\|10.00\|135.29\|143.09\|133.14\|172019;2026-08-18\|143.61\|0.36\|147.09\|150.00\|141.37\|186817;2026-08-19\|129.25\|-10.00\|139.65\|141.28\|129.25\|165266;2026-08-20\|129.13\|-0.09\|133.00\|134.50\|127.82\|128860;2026-08-21\|142.04\|10.00\|128.19\|142.04\|126.11\|161179;2026-08-24\|134.60\|-5.24\|143.36\|145.00\|131.00\|168449;2026-08-25\|128.00\|-4.90\|128.01\|131.89\|124.95\|115626;2026-08-26\|126.92\|-0.84\|128.61\|131.45\|123.83\|109452;2026-08-27\|131.35\|3.49\|129.19\|133.38\|126.40\|120517;2026-08-28\|126.65\|-3.58\|130.05\|133.20\|126.60\|101704;2026-08-31\|127.49\|0.66\|122.88\|128.00\|122.64\|87606;2026-09-01\|122.18\|-4.17\|127.08\|127.65\|120.60\|95298;2026-09-02\|118.92\|-2.67\|119.50\|121.30\|117.50\|76728;2026-09-03\|120.39\|1.24\|119.52\|120.94\|117.20\|70677;2026-09-04\|113.78\|-5.49\|120.65\|121.49\|112.40\|100518;2026-09-07\|120.72\|6.10\|115.37\|121.85\|115.00\|92667;2026-09-08\|118.75\|-1.63\|120.18\|121.00\|116.88\|72182;2026-09-09\|123.49\|3.99\|122.00\|124.95\|118.01\|85497
122874	美股光通信板块大涨		2026-04上市	2026-04-30\|1033.33\|11.35\|911.00\|1060.00\|911.00\|48872;2026-05-06\|1018.00\|-1.48\|1018.00\|1053.00\|978.00\|47870;2026-05-07\|1130.00\|11.00\|1000.03\|1166.66\|993.00\|48359;2026-05-08\|1139.00\|0.80\|1079.00\|1173.96\|1044.01\|36526;2026-05-11\|1176.00\|3.25\|1170.00\|1215.00\|1111.00\|30502;2026-05-12\|1117.00\|-5.02\|1175.00\|1187.17\|1090.00\|31262;2026-05-13\|1141.00\|2.15\|1101.00\|1180.00\|1078.00\|33318;2026-05-14\|1095.07\|-4.03\|1130.00\|1183.00\|1084.03\|31006;2026-05-15\|1170.00\|6.84\|1125.00\|1244.00\|1050.11\|38816;2026-05-18\|1344.99\|14.96\|1179.00\|1361.00\|1179.00\|37629;2026-05-19\|1399.96\|4.09\|1275.00\|1430.63\|1208.88\|46847;2026-05-20\|1575.00\|12.50\|1399.00\|1585.00\|1391.00\|38359;2026-05-21\|1530.00\|-2.86\|1580.00\|1680.00\|1501.00\|29885;2026-05-22\|1755.00\|14.71\|1580.00\|1755.00\|1520.00\|24632;2026-05-25\|1813.48\|3.33\|1713.00\|1898.88\|1688.98\|28955;2026-05-26\|1779.28\|-1.89\|1756.00\|1850.00\|1693.00\|19523;2026-05-27\|1767.27\|-0.68\|1779.30\|1818.00\|1723.00\|15232;2026-05-28\|1862.52\|5.39\|1767.00\|1898.00\|1668.00\|17545;2026-05-29\|1719.95\|-7.65\|1890.00\|1919.90\|1699.97\|19979;2026-06-01\|1628.77\|-5.30\|1681.00\|1732.00\|1571.18\|22228;2026-06-02\|1860.00\|14.20\|1661.34\|1895.00\|1642.98\|22186;2026-06-03\|2004.00\|7.74\|1865.73\|2088.00\|1865.73\|19710;2026-06-04\|2119.99\|5.79\|1936.00\|2155.00\|1932.00\|14695;2026-06-05\|2145.00\|1.18\|2080.00\|2323.03\|2033.24\|18095;2026-06-08\|2295.00\|6.99\|2040.00\|2298.60\|2001.23\|19369;2026-06-09\|2299.16\|0.18\|2350.00\|2350.00\|2200.00\|16711;2026-06-10\|2168.00\|-5.70\|2250.00\|2280.00\|2130.00\|16890;2026-06-11\|2202.00\|1.57\|2156.00\|2320.00\|2101.97\|16986;2026-06-12\|2079.00\|-5.59\|2282.00\|2288.88\|2021.00\|19318;2026-06-15\|2185.80\|5.14\|2112.26\|2188.88\|1976.00\|18965;2026-06-16\|2171.00\|-0.68\|2120.00\|2228.99\|2078.00\|16266;2026-06-17\|2316.00\|6.68\|2188.88\|2378.68\|2120.00\|16269;2026-06-18\|2373.00\|2.46\|2366.00\|2478.00\|2290.00\|12793;2026-06-22\|2484.00\|4.68\|2359.99\|2528.95\|2359.99\|11041;2026-06-23\|2360.00\|-4.99\|2499.00\|2499.00\|2334.33\|10108;2026-06-24\|2586.03\|9.58\|2359.99\|2628.00\|2335.00\|12779;2026-06-25\|2700.00\|4.41\|2640.00\|2777.77\|2610.00\|10476;2026-06-26\|2300.00\|-14.81\|2750.00\|2750.00\|2288.00\|22565;2026-06-29\|2350.00\|2.17\|2320.00\|2429.99\|2220.00\|13122;2026-06-30\|2322.33\|-1.18\|2355.00\|2433.00\|2268.00\|15133;2026-07-01\|2245.00\|-3.33\|2300.00\|2338.00\|2180.48\|14878;2026-07-02\|2130.00\|-5.12\|2150.00\|2226.03\|2059.92\|10112;2026-07-03\|2270.00\|6.57\|2129.76\|2315.00\|2018.01\|19240;2026-07-06\|2223.00\|-2.07\|2255.00\|2377.99\|2162.00\|11286;2026-07-07\|2200.00\|-1.03\|2180.00\|2280.00\|2170.88\|9422;2026-07-08\|2132.99\|-3.05\|2210.00\|2275.00\|2100.00\|10244;2026-07-09\|2253.60\|5.65\|2179.99\|2288.00\|2125.02\|12833;2026-07-10\|2084.96\|-7.48\|2280.00\|2385.00\|2084.96\|11687;2026-07-13\|1934.99\|-7.19\|2029.94\|2135.88\|1881.11\|18693;2026-07-14\|2104.28\|8.75\|1940.00\|2128.38\|1904.55\|11848;2026-07-15\|2067.02\|-1.77\|2140.00\|2188.88\|2020.00\|10003;2026-07-16\|1983.00\|-4.06\|1999.97\|2103.33\|1905.26\|10788;2026-07-17\|1586.42\|-20.00\|1978.44\|1999.80\|1586.40\|22575;2026-07-20\|1706.00\|7.54\|1670.01\|1849.00\|1607.07\|21445;2026-07-21\|1993.05\|16.83\|1760.00\|1999.98\|1623.12\|18655;2026-07-22\|1888.08\|-5.27\|1979.00\|2048.00\|1840.00\|13685;2026-07-23\|1938.00\|2.64\|1973.00\|2009.00\|1870.00\|12320;2026-07-24\|1955.00\|0.88\|1900.00\|2037.77\|1850.50\|11698;2026-07-27\|2151.28\|10.04\|1900.00\|2199.99\|1875.51\|14803;2026-07-28\|1850.00\|-14.00\|2037.17\|2090.00\|1735.05\|19969;2026-07-29\|1788.14\|-3.34\|1813.50\|1868.58\|1685.00\|17162;2026-07-30\|1536.00\|-14.10\|1745.80\|1766.00\|1461.10\|25815;2026-07-31\|1640.00\|6.77\|1800.00\|1810.00\|1630.81\|19363;2026-08-03\|1624.00\|-0.98\|1590.00\|1719.90\|1589.98\|11759;2026-08-04\|1948.80\|20.00\|1678.99\|1948.80\|1670.00\|22297;2026-08-05\|2079.00\|6.68\|1883.78\|2100.00\|1805.00\|23585;2026-08-06\|2095.01\|0.77\|1990.00\|2148.63\|1950.10\|14093;2026-08-07\|2220.00\|5.97\|2082.70\|2296.00\|2082.70\|14225;2026-08-10\|2139.00\|-3.65\|2189.00\|2214.99\|2050.00\|11199;2026-08-11\|2062.03\|-3.60\|2099.90\|2117.99\|2021.00\|8282;2026-08-12\|2248.00\|9.02\|2050.00\|2260.00\|2050.00\|10476;2026-08-13\|2212.00\|-1.60\|2300.00\|2321.99\|2210.00\|8266;2026-08-14\|2220.98\|0.41\|2275.00\|2275.00\|2180.00\|5128;2026-08-17\|2255.00\|1.53\|2233.43\|2298.00\|2154.93\|8423;2026-08-18\|2372.00\|5.19\|2320.00\|2494.88\|2307.20\|12502;2026-08-19\|2221.02\|-6.37\|2250.00\|2387.00\|2200.00\|11187;2026-08-20\|2314.01\|4.19\|2280.00\|2450.00\|2166.88\|11366;2026-08-21\|2322.22\|0.35\|2299.00\|2389.90\|2252.84\|7885;2026-08-24\|2265.99\|-2.42\|2300.10\|2320.00\|2188.00\|7848;2026-08-25\|2209.00\|-2.52\|2208.00\|2283.80\|2175.00\|5757;2026-08-26\|2259.00\|2.26\|2219.00\|2274.44\|2123.00\|6780;2026-08-27\|2319.00\|2.66\|2399.97\|2425.00\|2246.00\|10134;2026-08-28\|2279.02\|-1.72\|2299.98\|2365.96\|2200.50\|9596;2026-08-31\|2441.96\|7.15\|2205.00\|2456.00\|2180.00\|9995;2026-09-01\|2399.00\|-1.76\|2445.00\|2480.68\|2382.05\|5146;2026-09-02\|2399.80\|0.03\|2380.00\|2518.00\|2350.00\|9204;2026-09-03\|2528.00\|5.34\|2399.00\|2564.00\|2320.00\|10442;2026-09-04\|2465.00\|-2.49\|2500.00\|2576.99\|2390.00\|8924;2026-09-07\|2656.90\|7.79\|2468.00\|2700.00\|2468.00\|10795;2026-09-08\|2653.00\|-0.15\|2640.00\|2733.00\|2560.01\|907644;2026-09-09\|2519.80\|-5.02\|2679.53\|2679.53\|2505.56\|614740
122873	美股光通信板块大涨	涨停揭秘：公司大功率射频电子管在光刻机、可控核聚变领域批量供货，氮化铝超高热导基板已用于激光热沉及车规IGBT，2025年营收16.35亿元、归母净利1.62亿元同比增57.67%；涨停缘由：可控核聚变装置兆瓦级电子管订单有序交付；国产光刻机客户验证通过并批量供货；230W/m·k氮化铝基板实现AI服务器与车规IGBT高端应用；资金逻辑：资金聚焦硬科技国产替代主线，叠加年报高增长与近一年9次涨停的强势股属性，机构调研密集催化短期做多情绪；风险提示：电子管及陶瓷基板业务占比仍待提升，下游设备厂商验证周期长，业绩兑现存在节奏性波动风险	1）参股子公司储翰科技是一家专注于接入网光模块和光组件生产及销售的高新技术企业，拥有从芯片封装到光电器件到光电模块的垂直整合产品线； 2）子公司成都旭瓷具备商用氮化铝全产业链的量产能力，产品涵盖氮化铝粉体(原粉，造粒粉，填料粉)、氮化铝基板、氮化铝结构件、氮化铝高温共烧陶瓷(HTCC)及高端功能器件(陶瓷管壳、加热器、光通信器件、TR组件)，产品被广泛应用于新能源汽车、半导体装备、大功率电力电子模块等高端制造领域，以及低轨卫星、船舶导航等国家战略场景	2026-04-30\|17.23\|-2.66\|17.59\|17.76\|17.10\|339463;2026-05-06\|17.77\|3.13\|17.22\|18.11\|17.22\|406984;2026-05-07\|17.89\|0.68\|17.96\|18.05\|17.44\|350499;2026-05-08\|18.17\|1.57\|17.78\|18.25\|17.54\|324979;2026-05-11\|18.70\|2.92\|18.41\|18.88\|17.95\|467754;2026-05-12\|19.58\|4.71\|19.50\|19.92\|18.69\|856104;2026-05-13\|19.58\|0.00\|19.42\|20.43\|19.17\|748143;2026-05-14\|21.10\|7.76\|19.90\|21.54\|19.77\|1168794;2026-05-15\|21.09\|-0.05\|21.52\|21.98\|20.83\|875818;2026-05-18\|21.12\|0.14\|21.20\|22.08\|20.89\|595447;2026-05-19\|23.23\|9.99\|21.11\|23.23\|21.08\|684843;2026-05-20\|23.91\|2.93\|23.69\|24.57\|23.32\|746875;2026-05-21\|21.69\|-9.28\|23.85\|24.38\|21.59\|750560;2026-05-22\|23.53\|8.48\|22.15\|23.70\|21.78\|635702;2026-05-25\|23.69\|0.68\|23.70\|24.21\|23.20\|540813;2026-05-26\|22.51\|-4.98\|23.44\|23.69\|21.99\|573540;2026-05-27\|24.76\|10.00\|22.26\|24.76\|22.19\|782787;2026-05-28\|23.88\|-3.55\|24.00\|24.70\|22.80\|986423;2026-05-29\|22.22\|-6.68\|23.77\|24.38\|22.00\|658732;2026-06-01\|22.39\|0.77\|22.23\|23.95\|21.50\|639390;2026-06-02\|23.22\|3.71\|22.48\|24.03\|22.12\|679224;2026-06-03\|24.04\|3.53\|23.17\|24.23\|22.78\|685890;2026-06-04\|26.44\|9.98\|23.45\|26.44\|23.40\|506556;2026-06-05\|26.30\|-0.53\|25.71\|27.40\|25.50\|888752;2026-06-08\|24.55\|-6.65\|25.00\|26.15\|23.76\|682987;2026-06-09\|26.09\|6.27\|25.00\|26.12\|24.40\|687885;2026-06-10\|27.22\|4.33\|25.28\|27.56\|24.39\|807221;2026-06-11\|29.94\|9.99\|26.94\|29.94\|26.68\|1041328;2026-06-12\|28.69\|-4.17\|31.00\|32.27\|28.50\|1142802;2026-06-15\|31.56\|10.00\|30.00\|31.56\|30.00\|239746;2026-06-16\|34.72\|10.01\|34.72\|34.72\|34.72\|41272;2026-06-17\|38.19\|9.99\|38.19\|38.19\|37.38\|291707;2026-06-18\|42.01\|10.00\|41.50\|42.01\|40.55\|326512;2026-06-22\|46.21\|10.00\|46.21\|46.21\|46.21\|69968;2026-06-23\|48.80\|5.60\|48.74\|50.00\|45.82\|1557989;2026-06-24\|52.90\|8.40\|48.87\|53.68\|48.87\|1004819;2026-06-25\|48.75\|-7.84\|51.60\|51.95\|47.61\|866599;2026-06-26\|47.98\|-1.58\|47.81\|48.66\|45.58\|580719;2026-06-29\|43.18\|-10.00\|48.50\|48.50\|43.18\|429590;2026-06-30\|45.60\|5.60\|42.64\|45.66\|38.87\|729337;2026-07-01\|42.80\|-6.14\|44.00\|45.34\|42.16\|443396;2026-07-02\|42.30\|-1.17\|41.00\|44.73\|38.90\|432356;2026-07-03\|44.53\|5.27\|42.30\|46.44\|42.26\|411625;2026-07-06\|45.20\|1.50\|45.46\|47.90\|43.98\|531111;2026-07-07\|40.68\|-10.00\|45.55\|46.00\|40.68\|456970;2026-07-08\|37.16\|-8.65\|40.01\|41.30\|36.61\|534550;2026-07-09\|40.88\|10.01\|37.43\|40.88\|37.42\|259136;2026-07-10\|42.20\|3.23\|43.96\|44.97\|42.11\|702410;2026-07-13\|38.19\|-9.50\|43.04\|45.23\|37.98\|704958;2026-07-14\|41.28\|8.09\|38.95\|41.30\|37.10\|513372;2026-07-15\|37.15\|-10.00\|42.05\|42.28\|37.15\|475855;2026-07-16\|33.44\|-9.99\|35.14\|36.58\|33.44\|419138;2026-07-17\|30.10\|-9.99\|33.79\|33.84\|30.10\|512026;2026-07-20\|27.09\|-10.00\|31.30\|31.50\|27.09\|397160;2026-07-21\|28.62\|5.65\|27.30\|29.00\|24.38\|742004;2026-07-22\|27.15\|-5.14\|28.00\|30.07\|26.50\|519579;2026-07-23\|26.59\|-2.06\|27.27\|28.37\|26.23\|384891;2026-07-24\|26.48\|-0.41\|26.45\|28.00\|25.62\|360125;2026-07-27\|27.62\|4.31\|26.49\|27.80\|25.34\|413423;2026-07-28\|25.01\|-9.45\|27.09\|27.73\|24.86\|357029;2026-07-29\|23.96\|-4.20\|24.80\|25.27\|22.92\|522669;2026-07-30\|21.56\|-10.02\|24.20\|24.28\|21.56\|391870;2026-07-31\|22.11\|2.55\|23.00\|23.72\|22.06\|574915;2026-08-03\|21.05\|-4.79\|22.05\|22.33\|20.72\|445130;2026-08-04\|23.16\|10.02\|21.40\|23.16\|20.88\|327911;2026-08-05\|25.37\|9.54\|23.22\|25.48\|22.80\|547579;2026-08-06\|26.48\|4.38\|25.02\|27.12\|24.81\|584320;2026-08-07\|28.03\|5.85\|26.75\|28.73\|26.08\|607591;2026-08-10\|27.30\|-2.60\|28.28\|28.35\|26.04\|552608;2026-08-11\|29.40\|7.69\|27.18\|30.03\|26.69\|746117;2026-08-12\|29.09\|-1.05\|29.32\|30.10\|28.40\|890903;2026-08-13\|28.21\|-3.03\|29.46\|30.26\|28.16\|657221;2026-08-14\|31.03\|10.00\|28.90\|31.03\|28.22\|693415;2026-08-17\|34.13\|9.99\|33.00\|34.13\|33.00\|326184;2026-08-18\|37.54\|9.99\|36.00\|37.54\|35.83\|650651;2026-08-19\|33.79\|-9.99\|36.52\|38.10\|33.79\|1064946;2026-08-20\|34.80\|2.99\|33.10\|37.17\|32.52\|1058794;2026-08-21\|38.28\|10.00\|34.80\|38.28\|33.50\|1021860;2026-08-24\|37.02\|-3.29\|39.28\|39.35\|34.45\|1113476;2026-08-25\|35.31\|-4.62\|35.46\|36.95\|34.90\|829528;2026-08-26\|34.55\|-2.15\|35.20\|35.27\|32.65\|756250;2026-08-27\|37.24\|7.79\|35.00\|37.80\|33.52\|890526;2026-08-28\|34.63\|-7.01\|37.13\|37.49\|34.56\|735748;2026-08-31\|36.60\|5.69\|34.41\|36.74\|33.40\|744525;2026-09-01\|33.68\|-7.98\|36.50\|36.78\|33.50\|655122;2026-09-02\|33.08\|-1.78\|32.77\|33.58\|32.20\|457850;2026-09-03\|33.93\|2.57\|34.30\|34.59\|32.34\|563091;2026-09-04\|31.25\|-7.90\|33.97\|34.40\|30.89\|630833;2026-09-07\|33.09\|5.89\|31.90\|33.66\|31.51\|584802;2026-09-08\|31.73\|-4.11\|33.48\|33.50\|31.41\|465265;2026-09-09\|32.55\|2.58\|32.28\|34.21\|32.00\|416289
122872	美股光通信板块大涨	3.2T硅光NPO+CPO+定增+央企行业原因： 1、中信建投指出，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。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年5月14日及5月15日互动易，公司在2026年3月OFC展会上推出全球首款3.2T硅光单模NPO模块，并已在国内头部CSP厂商完成全系列验证。 2、据2026年5月15日投资者关系管理信息，公司积极投入共封装光学CPO相关光器件及连接方案研发，1.6T光模块产品已具备批量交付能力。 3、据2026年6月11日公告，公司向特定对象发行股票募集资金约34.85亿元，新增股份已于2026年6月16日上市，拟用于扩充高速光模块及光芯片产能。 4、据2026年4月17日公告及2025年年度报告，公司实控人为国务院国资委，控股股东拟变更为芯珂技术，实控人不变；公司2026年一季度归母净利润同比增长59.76%。	1、光模块龙头之一，字节跳动是公司重要客户；此前联合思科推出1.6T硅光模块，发布OCS全光交换机； 2、公司是浸没液冷智算产业发展联盟会员单位，是相关标准、工艺研究和实践的重要参与者之一，目前已有相关产品发布，可以提供全套的液冷光模块产品	2026-04-30\|144.28\|8.59\|135.52\|146.16\|135.01\|802115;2026-05-06\|150.82\|4.53\|147.16\|158.30\|147.16\|694668;2026-05-07\|164.29\|8.93\|152.70\|165.90\|147.01\|708803;2026-05-08\|180.72\|10.00\|160.00\|180.72\|158.64\|821824;2026-05-11\|198.79\|10.00\|188.00\|198.79\|183.02\|770319;2026-05-12\|201.50\|1.36\|200.00\|208.80\|194.80\|852771;2026-05-13\|197.97\|-1.75\|196.01\|203.70\|191.18\|792201;2026-05-14\|203.80\|2.94\|198.96\|212.80\|196.01\|830338;2026-05-15\|196.49\|-3.59\|200.00\|203.79\|183.50\|907859;2026-05-18\|209.90\|6.82\|195.00\|214.83\|195.00\|675120;2026-05-19\|230.89\|10.00\|209.50\|230.89\|203.01\|835834;2026-05-20\|236.40\|2.39\|229.01\|246.80\|226.24\|767456;2026-05-21\|217.30\|-8.08\|230.15\|231.64\|212.76\|899149;2026-05-22\|215.87\|-0.66\|213.00\|219.18\|210.00\|680332;2026-05-25\|223.98\|3.76\|213.00\|226.30\|203.10\|739500;2026-05-26\|206.72\|-7.71\|218.18\|218.60\|205.20\|664812;2026-05-27\|202.70\|-1.94\|202.00\|213.72\|200.10\|562914;2026-05-28\|214.90\|6.02\|200.00\|219.12\|197.58\|675598;2026-05-29\|203.95\|-5.10\|213.82\|219.19\|202.45\|578014;2026-06-01\|204.30\|0.17\|208.06\|213.85\|202.00\|520073;2026-06-02\|215.11\|5.29\|201.00\|217.66\|198.00\|722634;2026-06-03\|224.00\|4.13\|220.05\|234.00\|216.80\|906134;2026-06-04\|220.56\|-1.54\|215.83\|227.20\|215.83\|513551;2026-06-05\|227.58\|3.18\|219.96\|238.67\|218.11\|736104;2026-06-08\|206.99\|-9.05\|210.00\|218.97\|206.00\|601099;2026-06-09\|210.22\|1.56\|212.68\|214.98\|199.05\|575898;2026-06-10\|202.60\|-3.62\|203.80\|207.50\|199.21\|414457;2026-06-11\|205.40\|1.38\|201.70\|210.71\|201.70\|418718;2026-06-12\|204.97\|-0.21\|210.15\|211.10\|202.60\|431117;2026-06-15\|225.47\|10.00\|206.88\|225.47\|205.05\|593673;2026-06-16\|230.01\|2.01\|233.50\|237.89\|226.00\|563868;2026-06-17\|242.00\|5.21\|225.01\|246.00\|224.47\|504365;2026-06-18\|266.20\|10.00\|241.99\|266.20\|240.00\|409674;2026-06-22\|276.08\|3.71\|279.00\|279.00\|260.00\|684807;2026-06-23\|266.90\|-3.33\|273.01\|278.00\|262.47\|437195;2026-06-24\|266.36\|-0.20\|262.47\|272.44\|260.00\|422133;2026-06-25\|261.46\|-1.84\|266.50\|271.12\|256.00\|554857;2026-06-26\|240.34\|-8.08\|256.00\|256.27\|237.00\|551818;2026-06-29\|235.94\|-1.83\|240.34\|248.93\|225.00\|530446;2026-06-30\|256.94\|8.90\|237.11\|259.00\|230.30\|574915;2026-07-01\|242.43\|-5.65\|258.00\|264.88\|239.00\|485921;2026-07-02\|218.19\|-10.00\|227.00\|229.87\|218.19\|359960;2026-07-03\|217.33\|-0.39\|210.00\|228.45\|205.11\|402980;2026-07-06\|209.03\|-3.82\|217.33\|218.98\|205.36\|342564;2026-07-07\|221.67\|6.05\|209.11\|226.85\|208.00\|470832;2026-07-08\|216.81\|-2.19\|224.65\|226.02\|213.32\|394814;2026-07-09\|238.49\|10.00\|224.01\|238.49\|217.45\|477111;2026-07-10\|233.45\|-2.11\|250.96\|258.66\|233.45\|586933;2026-07-13\|216.00\|-7.47\|230.00\|238.00\|213.34\|449145;2026-07-14\|232.95\|7.85\|219.89\|235.11\|212.20\|503672;2026-07-15\|214.97\|-7.72\|227.00\|233.62\|213.18\|492843;2026-07-16\|210.50\|-2.08\|210.62\|220.66\|201.52\|430898;2026-07-17\|189.45\|-10.00\|205.32\|209.66\|189.45\|336920;2026-07-20\|170.51\|-10.00\|186.00\|188.00\|170.51\|458180;2026-07-21\|187.00\|9.67\|169.32\|187.56\|153.46\|796127;2026-07-22\|191.90\|2.62\|189.09\|203.97\|187.99\|629002;2026-07-23\|190.47\|-0.75\|196.12\|202.00\|188.00\|405976;2026-07-24\|186.80\|-1.93\|187.11\|195.50\|182.00\|291426;2026-07-27\|192.85\|3.24\|185.02\|197.38\|182.00\|316780;2026-07-28\|173.57\|-10.00\|183.00\|188.82\|173.57\|355072;2026-07-29\|169.26\|-2.48\|173.43\|174.47\|158.30\|435598;2026-07-30\|152.33\|-10.00\|168.01\|168.01\|152.33\|394629;2026-07-31\|161.65\|6.12\|164.32\|167.56\|161.00\|529198;2026-08-03\|156.65\|-3.09\|158.42\|164.56\|154.00\|308555;2026-08-04\|172.32\|10.00\|159.83\|172.32\|159.78\|392743;2026-08-05\|171.55\|-0.45\|162.24\|175.30\|159.84\|659623;2026-08-06\|175.49\|2.30\|165.39\|180.00\|162.00\|507834;2026-08-07\|193.04\|10.00\|182.00\|193.04\|181.11\|699830;2026-08-10\|178.30\|-7.64\|190.93\|194.72\|173.74\|788227;2026-08-11\|184.07\|3.24\|175.84\|186.69\|173.10\|543406;2026-08-12\|185.03\|0.52\|184.01\|191.40\|181.01\|461907;2026-08-13\|184.85\|-0.10\|191.00\|196.00\|184.39\|512475;2026-08-14\|191.52\|3.61\|186.51\|193.00\|184.00\|393359;2026-08-17\|199.75\|4.30\|193.01\|201.95\|190.01\|426424;2026-08-18\|197.64\|-1.06\|200.00\|202.38\|192.07\|352007;2026-08-19\|177.88\|-10.00\|188.02\|190.00\|177.88\|395552;2026-08-20\|173.15\|-2.66\|176.50\|179.55\|170.00\|395488;2026-08-21\|178.58\|3.14\|173.26\|182.93\|173.26\|338513;2026-08-24\|166.39\|-6.83\|177.00\|178.87\|162.03\|409268;2026-08-25\|167.32\|0.56\|164.23\|169.98\|160.31\|268359;2026-08-26\|167.88\|0.33\|168.18\|170.68\|163.00\|209074;2026-08-27\|176.38\|5.06\|171.24\|178.49\|170.00\|313428;2026-08-28\|173.61\|-1.57\|176.14\|181.24\|173.49\|245030;2026-08-31\|179.90\|3.62\|168.03\|179.90\|167.90\|280117;2026-09-01\|180.72\|0.46\|181.01\|183.82\|174.40\|360367;2026-09-02\|173.44\|-4.03\|176.00\|178.00\|170.76\|255682;2026-09-03\|173.48\|0.02\|175.02\|176.80\|170.05\|188782;2026-09-04\|167.70\|-3.33\|174.60\|176.43\|166.19\|221753;2026-09-07\|184.47\|10.00\|173.10\|184.47\|173.10\|428047;2026-09-08\|179.92\|-2.47\|189.29\|190.46\|178.48\|363429;2026-09-09\|184.53\|2.56\|186.00\|191.99\|184.25\|289112
122871	美股光通信板块大涨	高速光模块+NPO/CPO+中报预增行业原因： 1、隔夜美股科技股强劲反弹，谷歌、微软、亚马逊等科技巨头大涨，光通信及AI硬件板块情绪修复。 2、近期，海内外头部云厂商集中发布二季度财报并上修全年资本支出指引。集邦咨询8月3日预测，在AI基础建设需求高涨的背景下，2026年全球九大云端服务供应商（CSP）总资本支出预估将同比增长约90%。公司原因： 1、据2026年7月15日公告，公司预计2026年半年度实现归母净利润3.10亿元至3.59亿元，同比增加156.65%至197.18%，主要系高速光模块业务市场需求旺盛，订单大幅增加，产品结构切换推动销售毛利率显著提升。 2、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，正积极推进扩产保障800G、1.6T产品交付；1.6T产品已完成小批量供货，800G产品保持较高出货占比；目前光模块年化产能为350万支。 3、据2026年5月18日投资者关系活动记录表，公司较早前已启动NPO/CPO相关业务研发，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。	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	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;2026-07-27\|173.78\|4.18\|166.80\|173.97\|164.94\|183581;2026-07-28\|156.40\|-10.00\|165.96\|167.96\|156.40\|146167;2026-07-29\|144.59\|-7.55\|149.80\|150.78\|140.76\|283920;2026-07-30\|130.13\|-10.00\|140.70\|144.40\|130.13\|246349;2026-07-31\|130.25\|0.09\|138.56\|141.85\|130.08\|305426;2026-08-03\|135.17\|3.78\|127.49\|136.98\|125.70\|272671;2026-08-04\|148.69\|10.00\|143.33\|148.69\|137.61\|257775;2026-08-05\|149.56\|0.59\|133.88\|152.31\|133.85\|346419;2026-08-06\|152.80\|2.17\|145.02\|155.77\|143.80\|247823;2026-08-07\|154.78\|1.30\|155.06\|161.45\|152.30\|276040;2026-08-10\|147.92\|-4.43\|156.00\|156.34\|144.39\|225398;2026-08-11\|152.35\|2.99\|147.77\|156.21\|145.58\|187782;2026-08-12\|159.70\|4.82\|153.08\|163.83\|152.00\|209267;2026-08-13\|169.00\|5.82\|163.00\|175.67\|159.30\|385596;2026-08-14\|185.90\|10.00\|170.19\|185.90\|170.00\|397817;2026-08-17\|190.21\|2.32\|190.00\|194.69\|184.00\|384773;2026-08-18\|186.05\|-2.19\|193.44\|194.21\|183.00\|234766;2026-08-19\|167.45\|-10.00\|177.99\|177.99\|167.45\|250198;2026-08-20\|179.09\|6.95\|172.00\|183.50\|165.10\|244744;2026-08-21\|180.97\|1.05\|179.14\|190.85\|177.48\|263010;2026-08-24\|174.99\|-3.30\|183.56\|184.78\|170.74\|197654;2026-08-25\|173.50\|-0.85\|169.50\|178.11\|168.07\|173660;2026-08-26\|190.85\|10.00\|176.50\|190.85\|175.50\|269815;2026-08-27\|198.21\|3.86\|193.00\|201.00\|183.83\|372402;2026-08-28\|192.31\|-2.98\|197.88\|204.50\|191.80\|234394;2026-08-31\|187.60\|-2.45\|185.73\|192.90\|185.00\|168466;2026-09-01\|184.52\|-1.64\|189.00\|189.00\|177.00\|220340;2026-09-02\|180.00\|-2.45\|180.51\|187.50\|179.28\|145794;2026-09-03\|186.31\|3.51\|185.00\|192.37\|184.38\|252297;2026-09-04\|188.37\|1.11\|190.50\|195.88\|185.18\|259444;2026-09-07\|207.21\|10.00\|206.00\|207.21\|202.34\|171571;2026-09-08\|222.30\|7.33\|215.00\|227.83\|213.50\|488811;2026-09-09\|219.11\|-1.43\|228.00\|228.08\|218.51\|203443
122870	美股光通信板块大涨	TCB热压键合设备+先进封装+精密焊接+光模块行业原因：据财闻6月23日消息，花旗近日大幅上调长电科技、通富微电、华天科技目标价，其核心判断是封测行业已从周期性服务提供商转变为先进封装的关键赋能者，在AI和HPC驱动下进入前所未有的超级景气周期，行业估值基准被重塑。公司原因： 1、据2026年4月24日年报及2026年5月18日互动易，公司先进封装TCB热压键合设备研发完成，可适配HBM堆叠、CoWoS封装、CPO光电共封等前沿场景，目前正为几家客户开展打样验证。 2、据2026年4月24日年报，公司致力于为精密电子组装及半导体封装领域提供智能装备解决方案，深耕精密热压焊接、高精度激光焊接等关键工艺，自主研发的高速高精固晶机已在国内外头部功率半导体企业大批量出货。 3、据2026年2月12日互动易，在光模块领域，公司的AOI设备可检测芯片偏移、金线键合缺陷等关键质量问题，可应用于COC、COB工艺场景，目前设备处于积极推广阶段。 4、据2026年4月24日年报，公司2026年一季度实现营收3.33亿元，同比增长33.09%，归母净利润7707.14万元，同比增长16.15%，受益于AI产业带动相关领域需求增长。	1、公司高速高精固晶机已批量供货成都先进等头部功率半导体企业，芯片封装AOI与光模块AOI设备在800G及以上光模块头部客户小批量应用； 2、在服务器液冷领域，公司可为液冷装置核心零部件提供精密组装自动化产线，已为飞龙股份交付多条散热水泵自动化生产线，该水泵用于英伟达服务器液冷系统	2026-04-30\|46.88\|0.06\|46.80\|47.97\|46.58\|43458;2026-05-06\|47.67\|1.69\|48.20\|49.12\|47.45\|80667;2026-05-07\|48.78\|2.33\|48.60\|49.35\|47.75\|73549;2026-05-08\|48.58\|-0.41\|47.80\|49.45\|46.71\|59068;2026-05-11\|50.85\|4.67\|49.30\|51.47\|48.31\|107348;2026-05-12\|55.94\|10.01\|51.42\|55.94\|49.04\|147773;2026-05-13\|61.53\|9.99\|54.80\|61.53\|53.60\|122753;2026-05-14\|64.63\|5.04\|63.00\|67.68\|61.00\|215040;2026-05-15\|66.00\|2.12\|64.63\|68.96\|60.60\|203197;2026-05-18\|59.40\|-10.00\|61.44\|64.29\|59.40\|145276;2026-05-19\|59.10\|-0.51\|56.55\|61.60\|55.61\|147873;2026-05-20\|62.42\|5.62\|58.00\|64.32\|58.00\|128346;2026-05-21\|59.05\|-5.40\|62.32\|64.99\|58.50\|172560;2026-05-22\|60.50\|2.46\|59.35\|61.00\|57.75\|128352;2026-05-25\|66.55\|10.00\|60.73\|66.55\|60.73\|134435;2026-05-26\|68.88\|3.50\|70.52\|72.43\|64.98\|221199;2026-05-27\|72.08\|4.65\|66.79\|75.76\|65.68\|208819;2026-05-28\|75.00\|4.05\|69.69\|77.90\|68.00\|174244;2026-05-29\|67.50\|-10.00\|74.00\|75.60\|67.50\|148425;2026-06-01\|68.60\|1.63\|65.01\|70.48\|62.89\|157660;2026-06-02\|69.94\|1.95\|67.37\|71.98\|66.02\|135986;2026-06-03\|68.00\|-2.77\|69.00\|73.29\|66.69\|168725;2026-06-04\|68.09\|0.13\|66.00\|68.88\|65.16\|126111;2026-06-05\|66.52\|-2.31\|67.20\|69.77\|64.50\|111861;2026-06-08\|55.86\|10.00\|54.30\|55.86\|51.05\|150473;2026-06-09\|53.97\|-3.38\|57.82\|58.09\|52.00\|253937;2026-06-10\|55.30\|2.46\|51.81\|55.45\|51.05\|206044;2026-06-11\|59.10\|6.87\|56.40\|59.90\|54.03\|264480;2026-06-12\|54.10\|-8.46\|58.51\|64.40\|54.00\|290418;2026-06-15\|56.49\|4.42\|53.00\|56.80\|51.43\|220754;2026-06-16\|58.94\|4.34\|55.61\|59.50\|54.91\|230787;2026-06-17\|62.40\|5.87\|57.53\|64.63\|57.52\|246748;2026-06-18\|60.98\|-2.28\|61.00\|64.28\|60.40\|194344;2026-06-22\|65.80\|7.90\|61.00\|66.42\|59.80\|245692;2026-06-23\|63.76\|-3.10\|66.00\|66.00\|61.15\|178995;2026-06-24\|70.14\|10.01\|62.01\|70.14\|60.58\|225850;2026-06-25\|73.20\|4.36\|71.85\|74.79\|68.92\|225718;2026-06-26\|76.00\|3.83\|71.18\|77.28\|70.10\|210739;2026-06-29\|80.00\|5.26\|75.99\|80.03\|71.10\|223151;2026-06-30\|76.78\|-4.03\|78.05\|82.96\|76.48\|234607;2026-07-01\|69.10\|-10.00\|75.16\|77.77\|69.10\|243160;2026-07-02\|62.21\|-9.97\|64.26\|67.58\|62.19\|205871;2026-07-03\|58.70\|-5.64\|62.20\|62.88\|58.31\|195099;2026-07-06\|61.25\|4.34\|61.00\|64.57\|60.51\|258719;2026-07-07\|64.08\|4.62\|60.44\|65.88\|59.69\|251220;2026-07-08\|61.50\|-4.03\|63.61\|64.84\|59.65\|193047;2026-07-09\|66.07\|7.43\|63.35\|66.34\|61.03\|222782;2026-07-10\|59.49\|-9.96\|65.01\|68.77\|59.46\|273050;2026-07-13\|54.98\|-7.58\|57.88\|60.77\|54.15\|200836;2026-07-14\|56.50\|2.76\|54.98\|56.81\|53.56\|139969;2026-07-15\|51.78\|-8.35\|57.27\|58.23\|51.60\|150370;2026-07-16\|48.27\|-6.78\|49.85\|51.99\|48.00\|130467;2026-07-17\|43.71\|-9.45\|48.21\|48.46\|43.45\|123628;2026-07-20\|39.34\|-10.00\|44.90\|45.39\|39.34\|111179;2026-07-21\|42.50\|8.03\|39.34\|42.65\|35.41\|184818;2026-07-22\|41.37\|-2.66\|41.99\|43.51\|40.72\|119610;2026-07-23\|40.35\|-2.47\|41.70\|42.48\|39.98\|85278;2026-07-24\|40.30\|-0.12\|39.71\|41.30\|39.02\|84716;2026-07-27\|41.79\|3.70\|40.30\|41.88\|39.05\|79176;2026-07-28\|39.81\|-4.74\|41.05\|42.48\|39.48\|77672;2026-07-29\|38.03\|-4.47\|39.39\|40.17\|36.36\|117036;2026-07-30\|34.98\|-8.02\|37.99\|38.28\|34.80\|112770;2026-07-31\|37.08\|6.00\|37.22\|38.48\|36.73\|126076;2026-08-03\|35.50\|-4.26\|36.58\|37.40\|35.36\|119440;2026-08-04\|39.05\|10.00\|35.99\|39.05\|35.61\|98733;2026-08-05\|41.79\|7.02\|38.50\|42.46\|38.50\|156050;2026-08-06\|42.86\|2.56\|41.21\|43.78\|40.95\|133696;2026-08-07\|44.48\|3.78\|42.96\|45.00\|42.42\|117247;2026-08-10\|43.80\|-1.53\|44.70\|45.28\|43.06\|107190;2026-08-11\|43.47\|-0.75\|43.50\|44.76\|42.95\|78083;2026-08-12\|44.28\|1.86\|43.80\|44.57\|43.42\|68481;2026-08-13\|43.41\|-1.96\|44.80\|45.55\|43.40\|80553;2026-08-14\|45.09\|3.87\|44.28\|45.29\|43.58\|76525;2026-08-17\|46.60\|3.35\|45.10\|46.73\|44.94\|89187;2026-08-18\|46.71\|0.24\|46.51\|47.43\|45.68\|90063;2026-08-19\|42.78\|-8.41\|45.02\|46.16\|42.36\|102147;2026-08-20\|42.86\|0.19\|43.50\|43.59\|42.35\|64429;2026-08-21\|43.63\|1.80\|42.60\|44.34\|42.08\|55311;2026-08-24\|42.85\|-1.79\|43.94\|44.00\|41.65\|53226;2026-08-25\|42.66\|-0.44\|42.16\|43.50\|40.80\|58833;2026-08-26\|42.59\|-0.16\|42.70\|43.48\|41.60\|47890;2026-08-27\|43.87\|3.01\|42.85\|44.68\|42.15\|82700;2026-08-28\|44.00\|0.30\|43.87\|47.14\|43.78\|129664;2026-08-31\|45.29\|2.93\|43.00\|45.45\|42.50\|94005;2026-09-01\|43.36\|-4.26\|45.14\|45.15\|43.18\|91170;2026-09-02\|42.73\|-1.45\|42.70\|43.58\|42.40\|54466;2026-09-03\|42.82\|0.21\|43.68\|43.97\|42.05\|59458;2026-09-04\|41.00\|-4.25\|43.13\|44.20\|40.62\|78315;2026-09-07\|43.59\|6.32\|41.98\|44.07\|41.30\|96929;2026-09-08\|43.59\|0.00\|44.46\|45.65\|43.35\|103340;2026-09-09\|43.98\|0.89\|44.00\|45.62\|43.85\|64392
122869	美股光通信板块大涨	CPO+薄膜铌酸锂+中报预增+珠海国资行业原因： 1、隔夜美股科技股强劲反弹，谷歌、微软、亚马逊等科技巨头大涨，光通信及AI硬件板块情绪修复。 2、近期，海内外头部云厂商集中发布二季度财报并上修全年资本支出指引。集邦咨询8月3日预测，在AI基础建设需求高涨的背景下，2026年全球九大云端服务供应商（CSP）总资本支出预估将同比增长约90%。公司原因： 1、据2026年4月1日投资者关系活动记录表，公司薄膜铌酸锂具备高带宽、低损耗等优势，与CPO技术发展方向高度适配，已掌握芯片设计、制程等核心技术，具备开发800Gbps及以上速率薄膜铌酸锂调制器芯片和器件的关键能力；公司前瞻布局CPO赛道，研发了保偏型CPO用光纤阵列等产品。 2、据2026年7月7日公告，公司2026年上半年归母净利润预计同比增长170%–190%，主要系受益于全球AI算力基础设施投资加速，高速光模块及光器件市场需求持续增长，公司营业收入增长及规模效应显现。 3、据同花顺iFinD数据，公司控股股东为珠海华发科技产业集团有限公司，实际控制人为珠海市人民政府国有资产监督管理委员会。	1、公司在光博会上展示了其与Calient合作的MEMS方案OCS交换机整机产品。 2、公司拟收购安捷讯100%股份，标的主营业务为光通信领域光无源器件。	2026-04-30\|237.96\|1.15\|239.99\|243.50\|233.05\|115644;2026-05-06\|247.36\|3.95\|241.00\|252.45\|240.60\|185606;2026-05-07\|259.81\|5.03\|247.43\|260.00\|238.90\|198044;2026-05-08\|259.10\|-0.27\|250.00\|264.98\|248.02\|168595;2026-05-11\|266.06\|2.69\|263.90\|271.66\|254.00\|173623;2026-05-12\|261.58\|-1.61\|271.99\|278.66\|257.50\|163884;2026-05-13\|276.88\|5.85\|252.97\|279.87\|251.10\|188574;2026-05-14\|286.63\|3.52\|284.18\|303.80\|280.55\|209754;2026-05-15\|272.02\|-5.10\|292.08\|298.00\|260.00\|243640;2026-05-18\|274.99\|1.09\|270.03\|285.48\|265.95\|169181;2026-05-19\|269.93\|-1.84\|272.34\|278.80\|256.50\|151602;2026-05-20\|269.50\|-0.16\|270.28\|271.71\|260.01\|128396;2026-05-21\|249.90\|-7.27\|273.80\|275.40\|249.01\|147367;2026-05-22\|266.18\|6.51\|254.19\|270.85\|254.10\|151493;2026-05-25\|272.80\|2.49\|270.00\|273.03\|258.09\|154812;2026-05-26\|252.98\|-7.27\|269.99\|270.00\|247.90\|167237;2026-05-27\|259.84\|2.71\|249.22\|273.50\|245.13\|202889;2026-05-28\|292.99\|12.76\|256.00\|297.12\|253.20\|282192;2026-05-29\|278.78\|-4.85\|291.54\|292.00\|271.00\|224694;2026-06-01\|278.65\|-0.05\|275.99\|296.80\|272.72\|200101;2026-06-02\|320.02\|14.85\|284.15\|323.33\|283.00\|285909;2026-06-03\|337.06\|5.32\|333.00\|351.00\|329.54\|271001;2026-06-04\|319.26\|-5.28\|329.39\|335.39\|318.00\|180770;2026-06-05\|320.30\|0.33\|324.00\|359.73\|318.00\|232549;2026-06-08\|299.67\|-6.44\|300.00\|309.40\|290.96\|174855;2026-06-09\|308.65\|3.00\|303.00\|311.99\|293.32\|184718;2026-06-10\|286.60\|-7.14\|293.01\|293.77\|282.00\|147310;2026-06-11\|293.45\|2.39\|284.40\|303.66\|284.00\|148483;2026-06-12\|285.88\|-2.58\|301.00\|303.00\|285.30\|148217;2026-06-15\|343.05\|20.00\|292.50\|343.06\|292.42\|253183;2026-06-16\|392.49\|14.41\|359.02\|395.50\|359.02\|269384;2026-06-17\|395.20\|0.69\|379.10\|404.98\|379.10\|158397;2026-06-18\|390.80\|-1.11\|390.50\|396.20\|382.26\|134070;2026-06-22\|391.98\|0.30\|396.80\|399.12\|373.20\|163247;2026-06-23\|384.52\|-1.90\|388.83\|399.87\|371.80\|136079;2026-06-24\|406.00\|5.59\|385.19\|413.30\|385.19\|169813;2026-06-25\|395.46\|-2.60\|394.01\|397.94\|378.00\|165622;2026-06-26\|362.43\|-8.35\|394.74\|395.00\|360.22\|142820;2026-06-29\|365.20\|0.76\|366.00\|390.66\|352.08\|144247;2026-06-30\|378.20\|3.56\|364.53\|381.80\|358.50\|140341;2026-07-01\|350.90\|-7.22\|373.15\|375.73\|346.01\|131689;2026-07-02\|324.40\|-7.55\|343.88\|347.00\|320.00\|100478;2026-07-03\|312.25\|-3.75\|319.79\|329.94\|312.02\|88381;2026-07-06\|296.72\|-4.97\|315.00\|316.80\|292.71\|94084;2026-07-07\|296.95\|0.08\|297.00\|300.69\|283.87\|93700;2026-07-08\|304.58\|2.57\|301.00\|316.96\|295.00\|148901;2026-07-09\|315.45\|3.57\|310.00\|323.88\|277.77\|192782;2026-07-10\|290.80\|-7.81\|316.46\|324.50\|290.00\|151459;2026-07-13\|270.76\|-6.89\|285.01\|290.82\|269.28\|123554;2026-07-14\|287.78\|6.29\|273.32\|289.00\|261.00\|121552;2026-07-15\|287.78\|0.00\|296.41\|307.98\|286.30\|114810;2026-07-16\|273.00\|-5.14\|282.20\|287.60\|262.18\|94000;2026-07-17\|238.90\|-12.49\|269.29\|271.00\|237.80\|114442;2026-07-20\|214.12\|-10.37\|250.00\|254.80\|204.44\|131789;2026-07-21\|242.35\|13.18\|220.01\|243.50\|184.35\|186549;2026-07-22\|234.39\|-3.28\|240.10\|252.90\|232.98\|135277;2026-07-23\|229.42\|-2.12\|239.07\|245.00\|227.07\|89969;2026-07-24\|230.05\|0.27\|228.40\|239.80\|219.02\|99664;2026-07-27\|240.20\|4.41\|230.72\|242.91\|226.14\|84187;2026-07-28\|214.68\|-10.62\|230.00\|235.30\|212.50\|101299;2026-07-29\|212.48\|-1.02\|214.00\|218.70\|198.53\|100546;2026-07-30\|191.19\|-10.02\|211.20\|216.33\|184.85\|113994;2026-07-31\|205.30\|7.38\|212.73\|224.35\|205.22\|121746;2026-08-03\|211.94\|3.23\|203.65\|218.83\|200.50\|117752;2026-08-04\|254.33\|20.00\|218.54\|254.33\|218.54\|178090;2026-08-05\|260.98\|2.61\|249.77\|264.00\|235.56\|226972;2026-08-06\|275.67\|5.63\|250.62\|288.58\|249.49\|206730;2026-08-07\|288.08\|4.50\|281.97\|297.07\|276.51\|197380;2026-08-10\|284.50\|-1.24\|286.59\|291.00\|276.00\|123869;2026-08-11\|281.00\|-1.23\|275.40\|288.71\|275.40\|94074;2026-08-12\|309.00\|9.96\|281.39\|315.51\|281.01\|144610;2026-08-13\|314.15\|1.67\|318.50\|330.89\|312.22\|144867;2026-08-14\|321.91\|2.47\|318.01\|331.99\|312.76\|118916;2026-08-17\|326.70\|1.49\|325.98\|333.54\|313.78\|138181;2026-08-18\|323.88\|-0.86\|326.01\|332.60\|316.06\|132763;2026-08-19\|289.30\|-10.68\|309.01\|312.00\|287.32\|140814;2026-08-20\|310.96\|7.49\|296.60\|312.51\|286.50\|123776;2026-08-21\|305.03\|-1.91\|307.56\|316.19\|302.00\|100318;2026-08-24\|298.98\|-1.98\|306.01\|312.00\|288.31\|91309;2026-08-25\|290.68\|-2.78\|294.42\|295.61\|283.00\|79210;2026-08-26\|285.01\|-1.95\|293.02\|295.49\|276.76\|79121;2026-08-27\|300.90\|5.58\|289.99\|304.87\|285.50\|115215;2026-08-28\|309.93\|3.00\|297.00\|325.98\|296.00\|153686;2026-08-31\|319.00\|2.93\|300.78\|323.89\|300.78\|118621;2026-09-01\|293.40\|-8.03\|310.01\|313.00\|289.00\|135371;2026-09-02\|284.00\|-3.20\|288.76\|289.64\|280.08\|87972;2026-09-03\|284.00\|0.00\|288.00\|290.00\|278.66\|71496;2026-09-04\|279.00\|-1.76\|289.01\|300.97\|276.19\|95035;2026-09-07\|302.29\|8.35\|287.10\|305.00\|287.10\|141513;2026-09-08\|288.80\|-4.46\|301.58\|305.96\|287.11\|98637;2026-09-09\|295.66\|2.38\|301.00\|306.00\|294.05\|85424
122868	美股光通信板块大涨	资产重组+光通信+董事增持行业原因： 1、半导体板块大幅反弹，板块内超80只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%，科创50指数午后大涨逾10%。 2、亚洲股市今日普遍反弹，韩国综合指数、日经225指数涨超3%。公司原因： 1、据2026年7月1日公告，公司收购富创优越事项已于6月29日获上交所同意恢复审核。据2026年6月27日公告，富创优越专注于800G/1.6T高端光模块，具备CPO等技术路线的产业化能力，是多家全球龙头光模块厂商的主要PCBA供应商。 2、据2026年7月21日公告，公司董事兼董事会秘书臧琨于7月20日以64.23元/股的均价增持公司2.26万股，耗资145.16万元。 3、据2026年6月27日公告，公司主营汽车被动安全业务，2025年营收25.03亿元；同时将光通信行业确立为“第二增长曲线”，拟全资收购富创优越布局AI及算力制造产业链。	1、国内光刻胶产业链龙头之一，目前已批量供应国内头部晶圆厂； 2、公司拟以15.04亿元收购富创优越剩余57.84%股权，实现全资控股。标的是全球AI及算力制造产业链企业，致力于高速率光模块、高速铜缆连接器等	2026-04-30\|101.45\|0.52\|101.69\|103.21\|99.20\|189863;2026-05-06\|98.81\|-2.60\|101.30\|101.44\|95.00\|205662;2026-05-07\|108.69\|10.00\|99.41\|108.69\|98.00\|228324;2026-05-08\|107.52\|-1.08\|108.78\|109.97\|106.10\|186000;2026-05-11\|107.15\|-0.34\|107.52\|109.52\|105.60\|173943;2026-05-12\|109.31\|2.02\|108.88\|109.99\|106.10\|196759;2026-05-13\|108.70\|-0.56\|107.97\|109.98\|106.86\|135898;2026-05-14\|109.40\|0.64\|109.88\|112.76\|103.00\|237174;2026-05-15\|107.68\|-1.57\|109.45\|112.46\|105.01\|177582;2026-05-18\|111.52\|3.57\|107.00\|112.73\|106.95\|179826;2026-05-19\|111.06\|-0.41\|109.93\|111.99\|106.20\|162850;2026-05-20\|113.20\|1.93\|111.06\|116.97\|111.06\|174687;2026-05-21\|107.48\|-5.05\|113.39\|115.00\|107.01\|162819;2026-05-22\|107.92\|0.41\|108.00\|110.23\|106.18\|121930;2026-05-25\|111.87\|3.66\|109.10\|113.50\|107.50\|136654;2026-05-26\|118.39\|5.83\|111.99\|120.20\|111.00\|209948;2026-05-27\|114.44\|-3.34\|118.00\|118.88\|113.91\|143995;2026-05-28\|116.76\|2.03\|114.88\|118.98\|111.91\|137847;2026-05-29\|109.48\|-6.24\|116.78\|120.03\|107.08\|185011;2026-06-01\|102.39\|-6.48\|109.00\|112.70\|102.20\|171752;2026-06-02\|101.81\|-0.57\|103.84\|104.50\|100.00\|132069;2026-06-03\|106.98\|5.08\|105.00\|111.99\|105.00\|223350;2026-06-04\|103.63\|-3.13\|105.00\|106.35\|102.80\|137496;2026-06-05\|98.95\|-4.52\|101.99\|104.11\|98.20\|140374;2026-06-08\|91.43\|-7.60\|89.86\|95.20\|89.86\|146312;2026-06-09\|98.97\|8.25\|93.58\|99.50\|91.57\|161494;2026-06-10\|99.30\|0.33\|96.00\|102.50\|95.09\|133366;2026-06-11\|102.70\|3.42\|98.75\|103.34\|97.33\|137244;2026-06-12\|100.98\|-1.67\|105.98\|108.09\|99.00\|146188;2026-06-15\|105.04\|4.02\|101.48\|107.97\|99.01\|141034;2026-06-16\|106.30\|1.28\|107.00\|108.28\|103.95\|99145;2026-06-17\|107.96\|1.56\|104.16\|109.27\|104.16\|110543;2026-06-18\|111.50\|3.28\|106.40\|111.86\|106.40\|122726;2026-06-22\|110.20\|-1.17\|112.00\|118.26\|108.00\|174773;2026-06-23\|108.89\|-1.19\|111.00\|115.20\|106.50\|137575;2026-06-24\|116.12\|6.64\|109.52\|117.44\|107.00\|189818;2026-06-25\|114.33\|-1.54\|118.00\|118.18\|113.01\|130340;2026-06-26\|106.80\|-6.59\|112.90\|113.78\|106.68\|126705;2026-06-29\|108.04\|1.16\|109.00\|116.48\|103.40\|212958;2026-06-30\|103.69\|-4.03\|107.01\|111.00\|98.89\|209236;2026-07-01\|102.51\|-1.14\|101.76\|109.88\|100.40\|215204;2026-07-02\|100.20\|-2.25\|99.00\|104.58\|97.00\|137294;2026-07-03\|94.97\|-5.22\|100.20\|100.82\|94.50\|153830;2026-07-06\|92.19\|-2.93\|96.50\|96.97\|91.03\|102168;2026-07-07\|95.78\|3.89\|92.77\|97.30\|92.20\|108694;2026-07-08\|91.75\|-4.21\|95.60\|97.52\|89.50\|99316;2026-07-09\|96.28\|4.94\|93.00\|96.99\|88.80\|108300;2026-07-10\|89.46\|-7.08\|97.66\|100.00\|89.30\|136670;2026-07-13\|83.53\|-6.63\|89.50\|90.32\|83.06\|123225;2026-07-14\|85.50\|2.36\|83.53\|85.58\|80.60\|124085;2026-07-15\|80.25\|-6.14\|84.84\|86.35\|80.00\|111314;2026-07-16\|79.30\|-1.18\|79.49\|80.95\|76.65\|101920;2026-07-17\|71.37\|-10.00\|79.22\|79.22\|71.37\|149401;2026-07-20\|64.23\|-10.00\|72.80\|73.39\|64.23\|174168;2026-07-21\|70.65\|10.00\|63.89\|70.65\|58.59\|233670;2026-07-22\|70.17\|-0.68\|71.00\|73.20\|69.08\|147566;2026-07-23\|67.65\|-3.59\|70.86\|72.66\|67.02\|104896;2026-07-24\|67.26\|-0.58\|66.00\|68.77\|65.88\|99226;2026-07-27\|67.30\|0.06\|67.26\|68.15\|64.61\|105035;2026-07-28\|61.51\|-8.60\|65.51\|66.96\|60.92\|121182;2026-07-29\|61.10\|-0.67\|62.00\|62.33\|58.05\|154263;2026-07-30\|54.99\|-10.00\|61.18\|61.20\|54.99\|162448;2026-07-31\|57.88\|5.26\|58.70\|60.49\|57.80\|175688;2026-08-03\|55.75\|-3.68\|58.18\|58.49\|54.83\|139320;2026-08-04\|61.33\|10.01\|57.00\|61.33\|55.78\|124291;2026-08-05\|67.46\|10.00\|61.38\|67.46\|61.38\|152194;2026-08-06\|67.50\|0.06\|67.20\|68.98\|65.55\|178009;2026-08-07\|73.03\|8.19\|67.67\|74.25\|66.29\|221325;2026-08-10\|78.00\|6.81\|77.95\|79.50\|73.36\|264284;2026-08-11\|70.80\|-9.23\|74.00\|76.00\|70.50\|218127;2026-08-12\|71.55\|1.06\|70.81\|72.95\|70.50\|138715;2026-08-13\|72.00\|0.63\|72.88\|77.14\|72.00\|212904;2026-08-14\|73.00\|1.39\|72.16\|74.00\|70.87\|114539;2026-08-17\|76.60\|4.93\|73.37\|76.86\|72.50\|126009;2026-08-18\|77.20\|0.78\|76.80\|78.61\|75.02\|127964;2026-08-19\|70.11\|-9.18\|74.00\|75.50\|69.57\|145566;2026-08-20\|74.28\|5.95\|71.98\|75.16\|70.66\|157315;2026-08-21\|74.26\|-0.03\|74.20\|75.65\|72.24\|105088;2026-08-24\|72.98\|-1.72\|74.18\|75.14\|70.96\|90408;2026-08-25\|73.08\|0.14\|72.02\|74.39\|70.57\|104140;2026-08-26\|74.18\|1.51\|73.00\|75.50\|70.96\|120590;2026-08-27\|77.47\|4.44\|74.25\|78.45\|74.00\|123823;2026-08-28\|77.06\|-0.53\|77.00\|80.39\|76.56\|131547;2026-08-31\|78.29\|1.60\|75.91\|79.90\|75.63\|122182;2026-09-01\|76.13\|-2.76\|79.80\|79.93\|75.80\|101284;2026-09-02\|75.51\|-0.81\|75.16\|77.00\|74.31\|59020;2026-09-03\|75.00\|-0.68\|76.60\|77.40\|73.00\|72932;2026-09-04\|71.57\|-4.57\|75.50\|76.01\|71.01\|80639;2026-09-07\|75.71\|5.78\|72.55\|76.35\|71.83\|104885;2026-09-08\|75.85\|0.18\|75.80\|77.45\|74.20\|83360;2026-09-09\|76.40\|0.73\|76.97\|77.88\|75.50\|61191
122867	美股光通信板块大涨	光模块上游+铌酸锂+软磁材料+先进封装行业原因： 1、据财闻6月25日报道，台积电已向客户通知调涨晶圆代工价格，范围从3nm扩及7nm及以下所有先进制程，整体涨幅约5%至10%。 2、据财闻6月23日报道，花旗大幅上调长电科技、通富微电、华天科技三大封测厂商目标价，认为封测行业已转变为先进封装关键赋能者，在AI驱动下进入超级景气周期，行业估值逻辑正被重塑。公司原因： 1、据2026年6月12日互动易，公司面向AI高速电光调制器的8英寸铌酸锂单晶和晶片已经实现量产；据2026年6月11日投资者关系活动记录表，根据产业调研，3.2T及以上高速率光模块中调制调节器采用铌酸锂材料的技术路线预期将成为下游客户的主流方案。 2、据2026年6月3日投资者关系活动记录表，公司软磁材料在数据中心存在相关应用，主要包括算力服务器电源模块、CPU/GPU芯片电感等；公司软磁材料目前产能位于行业前列，是国家软磁铁氧体标准制定单位之一。 3、据2025年10月27日互动易，目前公司已有小批量的生产线，产品主要应用于3D堆叠封装、临时键合载盘、先进GaN功率器件等领域。	公司生产的铌酸锂晶体材料是铌酸锂电光调制芯片及器件的上游关键原材料；公司已自主量产6英寸铌酸锂/钽酸锂晶体及黑化抛光晶片	2026-04-30\|27.89\|8.69\|25.79\|28.23\|25.78\|2914319;2026-05-06\|27.01\|-3.16\|27.10\|27.86\|26.59\|2732031;2026-05-07\|27.98\|3.59\|27.01\|29.20\|26.20\|2293664;2026-05-08\|29.16\|4.22\|27.80\|30.19\|27.51\|2050571;2026-05-11\|32.08\|10.01\|30.00\|32.08\|29.30\|1320818;2026-05-12\|32.66\|1.81\|33.97\|34.00\|31.03\|2437124;2026-05-13\|35.07\|7.38\|32.00\|35.30\|32.00\|2026505;2026-05-14\|32.80\|-6.47\|34.39\|35.55\|32.46\|2066419;2026-05-15\|29.52\|-10.00\|32.60\|33.38\|29.52\|2016091;2026-05-18\|30.08\|1.90\|29.00\|30.77\|29.00\|1442605;2026-05-19\|29.48\|-1.99\|29.54\|29.87\|27.96\|1405300;2026-05-20\|28.71\|-2.61\|29.39\|29.45\|28.10\|1144851;2026-05-21\|27.50\|-4.21\|29.28\|29.50\|27.04\|1403608;2026-05-22\|29.26\|6.40\|28.10\|29.88\|27.90\|1410654;2026-05-25\|31.31\|7.01\|29.63\|31.43\|28.94\|1724802;2026-05-26\|28.86\|-7.83\|30.76\|31.25\|28.29\|1602669;2026-05-27\|31.21\|8.14\|28.59\|31.75\|28.00\|2522521;2026-05-28\|34.33\|10.00\|30.50\|34.33\|29.59\|2218723;2026-05-29\|32.73\|-4.66\|34.00\|34.82\|32.12\|2087071;2026-06-01\|30.60\|-6.51\|32.14\|32.50\|29.46\|1919729;2026-06-02\|32.00\|4.58\|30.50\|32.60\|29.85\|1599639;2026-06-03\|31.50\|-1.56\|33.29\|33.70\|30.51\|1927744;2026-06-04\|29.77\|-5.49\|30.58\|31.32\|29.61\|1516819;2026-06-05\|29.42\|-1.18\|29.47\|32.16\|29.15\|1879502;2026-06-08\|26.78\|-8.97\|27.93\|28.49\|26.49\|1362992;2026-06-09\|29.46\|10.01\|27.80\|29.46\|27.06\|1503356;2026-06-10\|29.08\|-1.29\|29.30\|30.15\|28.38\|1309455;2026-06-11\|29.31\|0.79\|28.75\|30.73\|28.75\|1422375;2026-06-12\|28.25\|-3.62\|30.09\|30.34\|28.06\|1188992;2026-06-15\|30.94\|9.52\|29.15\|31.05\|28.41\|1582483;2026-06-16\|32.39\|4.69\|31.44\|32.88\|30.86\|1287542;2026-06-17\|33.41\|3.15\|31.70\|33.80\|31.68\|1390896;2026-06-18\|32.88\|-1.59\|33.35\|34.29\|32.70\|1222860;2026-06-22\|34.46\|4.81\|33.55\|35.00\|32.55\|1807323;2026-06-23\|32.49\|-5.72\|34.10\|34.57\|32.11\|1373309;2026-06-24\|32.36\|-0.40\|31.99\|33.92\|31.11\|1262431;2026-06-25\|35.60\|10.01\|32.99\|35.60\|32.95\|1638789;2026-06-26\|32.75\|-8.01\|36.52\|37.37\|32.34\|2400963;2026-06-29\|30.14\|-7.97\|32.75\|33.00\|29.48\|1764150;2026-06-30\|30.84\|2.32\|30.06\|31.74\|29.30\|1131699;2026-07-01\|29.94\|-2.92\|30.63\|31.07\|29.21\|1152264;2026-07-02\|27.90\|-6.81\|28.60\|29.58\|27.57\|1015200;2026-07-03\|26.28\|-5.81\|27.60\|28.00\|26.28\|948609;2026-07-06\|25.09\|-4.53\|26.49\|26.79\|24.58\|870525;2026-07-07\|25.12\|0.12\|25.00\|25.75\|24.48\|685124;2026-07-08\|24.11\|-4.02\|25.25\|25.76\|23.80\|710907;2026-07-09\|25.12\|4.19\|24.50\|25.19\|22.88\|1077678;2026-07-10\|23.90\|-4.86\|25.27\|25.88\|23.89\|1004248;2026-07-13\|21.51\|-10.00\|23.50\|23.80\|21.51\|852473;2026-07-14\|22.97\|6.79\|21.55\|23.15\|21.10\|950171;2026-07-15\|23.43\|2.00\|22.50\|24.17\|22.31\|1304508;2026-07-16\|21.36\|-8.83\|22.40\|22.99\|21.10\|867290;2026-07-17\|19.22\|-10.02\|21.54\|21.61\|19.22\|1094017;2026-07-20\|17.39\|-9.52\|19.89\|20.18\|17.30\|1109904;2026-07-21\|19.13\|10.01\|17.89\|19.13\|15.68\|1005536;2026-07-22\|19.15\|0.10\|19.04\|20.10\|18.96\|1157088;2026-07-23\|18.95\|-1.04\|19.53\|19.95\|18.64\|694034;2026-07-24\|18.35\|-3.17\|18.58\|19.16\|18.11\|580593;2026-07-27\|19.60\|6.81\|18.65\|19.60\|18.04\|769679;2026-07-28\|18.54\|-5.41\|19.12\|20.20\|18.35\|787585;2026-07-29\|18.21\|-1.78\|18.52\|18.59\|17.17\|791393;2026-07-30\|16.39\|-9.99\|18.03\|18.38\|16.39\|956635;2026-07-31\|16.61\|1.34\|17.60\|18.01\|16.59\|1091656;2026-08-03\|16.47\|-0.84\|16.60\|16.88\|16.15\|645511;2026-08-04\|18.12\|10.02\|16.85\|18.12\|16.59\|826008;2026-08-05\|19.68\|8.61\|17.70\|19.93\|17.68\|1476726;2026-08-06\|21.65\|10.01\|19.48\|21.65\|19.34\|1609317;2026-08-07\|23.01\|6.28\|21.65\|23.20\|21.09\|1869564;2026-08-10\|23.48\|2.04\|23.50\|24.50\|22.82\|1663870;2026-08-11\|23.25\|-0.98\|22.98\|24.08\|22.50\|1170952;2026-08-12\|24.24\|4.26\|23.44\|24.66\|23.17\|1024500;2026-08-13\|24.21\|-0.12\|24.57\|26.14\|24.00\|1497464;2026-08-14\|24.98\|3.18\|24.21\|25.60\|23.50\|1304679;2026-08-17\|27.48\|10.01\|25.11\|27.48\|24.80\|1145016;2026-08-18\|29.39\|6.95\|27.30\|29.87\|27.20\|2074701;2026-08-19\|26.65\|-9.32\|27.50\|28.54\|26.45\|1773990;2026-08-20\|27.89\|4.65\|27.26\|28.49\|26.20\|1391037;2026-08-21\|27.27\|-2.22\|27.84\|28.47\|26.86\|1083813;2026-08-24\|26.07\|-4.40\|27.27\|27.55\|25.39\|1094382;2026-08-25\|27.41\|5.14\|25.48\|28.68\|25.42\|1794574;2026-08-26\|26.50\|-3.32\|26.88\|27.59\|25.80\|1303084;2026-08-27\|29.15\|10.00\|27.03\|29.15\|26.80\|1309900;2026-08-28\|28.94\|-0.72\|29.80\|30.23\|28.56\|1586123;2026-08-31\|28.42\|-1.80\|28.20\|29.22\|27.92\|972142;2026-09-01\|26.98\|-5.07\|28.41\|28.41\|26.98\|767811;2026-09-02\|26.46\|-1.93\|26.38\|27.12\|26.15\|682007;2026-09-03\|27.44\|3.70\|26.99\|27.85\|25.70\|1034051;2026-09-04\|26.26\|-4.30\|27.45\|28.25\|26.01\|900845;2026-09-07\|28.89\|10.02\|27.37\|28.89\|27.11\|783874;2026-09-08\|30.08\|4.12\|29.89\|31.00\|29.50\|1749373;2026-09-09\|29.58\|-1.66\|30.46\|31.00\|29.40\|809427
122866	美股光通信板块大涨	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	2026-04-30\|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;2026-07-27\|35.20\|4.86\|34.19\|35.47\|32.83\|935571;2026-07-28\|31.68\|-10.00\|34.21\|35.48\|31.68\|1048203;2026-07-29\|30.71\|-3.06\|32.00\|32.10\|29.11\|1289106;2026-07-30\|32.96\|7.33\|33.23\|33.78\|31.11\|2887981;2026-07-31\|32.04\|-2.79\|35.26\|35.46\|32.01\|2867328;2026-08-03\|31.17\|-2.72\|30.98\|32.82\|30.57\|1553310;2026-08-04\|34.29\|10.01\|31.99\|34.29\|31.77\|2089236;2026-08-05\|36.55\|6.59\|33.01\|37.20\|32.72\|2614503;2026-08-06\|38.38\|5.01\|35.60\|38.54\|35.39\|1973975;2026-08-07\|39.00\|1.62\|37.99\|39.91\|37.27\|1955860;2026-08-10\|37.67\|-3.41\|39.01\|39.25\|36.65\|1473142;2026-08-11\|37.46\|-0.56\|36.99\|38.33\|36.73\|1008023;2026-08-12\|41.21\|10.01\|37.39\|41.21\|37.23\|2038452;2026-08-13\|40.76\|-1.09\|43.13\|43.25\|40.75\|2278464;2026-08-14\|41.33\|1.40\|41.55\|41.97\|40.14\|1781102;2026-08-17\|42.50\|2.83\|41.42\|42.70\|41.00\|1634161;2026-08-18\|42.16\|-0.80\|42.59\|43.36\|41.59\|1482033;2026-08-19\|37.94\|-10.01\|40.08\|40.89\|37.94\|1472587;2026-08-20\|38.85\|2.40\|38.50\|39.65\|37.16\|1268362;2026-08-21\|39.72\|2.24\|38.53\|40.66\|37.97\|1155032;2026-08-24\|38.05\|-4.20\|39.74\|39.89\|37.02\|1093366;2026-08-25\|38.48\|1.13\|36.99\|39.63\|36.56\|1129524;2026-08-26\|39.14\|1.72\|39.25\|39.80\|37.74\|1306726;2026-08-27\|41.00\|4.75\|39.49\|41.39\|39.22\|1529848;2026-08-28\|39.80\|-2.93\|40.71\|41.82\|39.79\|1241206;2026-08-31\|40.28\|1.21\|38.70\|40.74\|38.61\|889774;2026-09-01\|38.40\|-4.67\|40.25\|40.26\|37.76\|1031852;2026-09-02\|38.56\|0.42\|37.17\|39.00\|37.17\|825961;2026-09-03\|39.30\|1.92\|39.00\|39.98\|37.94\|910315;2026-09-04\|37.16\|-5.45\|39.40\|39.95\|36.72\|1080072;2026-09-07\|38.99\|4.92\|37.53\|39.20\|37.20\|1017300;2026-09-08\|39.11\|0.31\|39.00\|40.30\|38.75\|1085262;2026-09-09\|41.25\|5.47\|40.50\|42.32\|40.00\|1310356
122865	美股光通信板块大涨	光通信测试+AI眼镜+测量仪器行业原因： 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6月6日公告，公司以4.6亿元收购的伽蓝特已完成股权交割及工商变更登记；据2026年5月18日投资者关系活动记录表，伽蓝特专注为全球头部光模块、硅光芯片厂商提供全流程测试解决方案，2026年一季度未经审计的在手订单为1.97亿元。 2、据2026年4月28日年报，公司设立控股子公司聚焦工业级AI眼镜，将其定义为“新一代测量工具终端”，布局电力检修、工业测量、AI辅助诊断等垂直场景，与现有仪器仪表形成智能生态协同。 3、据2026年4月28日年报，公司主营测试测量仪器仪表，依托MEMS传感器技术，在红外测温、气体检测等领域实现技术突破，产品海外营收占比84.58%。	公司收购伽蓝特100%股权，后者专注光通信模块和光芯片测试；预计上半年净利润同比增长61.02%至84.02%，主要系全资子公司深圳市伽蓝特科技有限公司并表所致	2026-04-30\|79.94\|-1.73\|81.06\|84.70\|77.00\|180321;2026-05-06\|75.82\|-5.15\|80.35\|80.40\|74.77\|178279;2026-05-07\|83.40\|10.00\|76.32\|83.40\|74.26\|193726;2026-05-08\|84.14\|0.89\|82.03\|85.79\|78.52\|161766;2026-05-11\|85.13\|1.18\|85.00\|88.00\|80.10\|160644;2026-05-12\|82.50\|-3.09\|86.82\|87.50\|81.22\|138473;2026-05-13\|86.06\|4.32\|81.75\|87.49\|80.28\|134349;2026-05-14\|94.67\|10.00\|87.61\|94.67\|82.39\|165788;2026-05-15\|96.27\|1.69\|96.00\|104.00\|92.77\|217579;2026-05-18\|105.90\|10.00\|94.03\|105.90\|94.03\|129471;2026-05-19\|103.65\|-2.12\|104.74\|107.22\|97.49\|198296;2026-05-20\|111.02\|7.11\|102.46\|112.88\|95.59\|181190;2026-05-21\|105.80\|-4.70\|112.81\|114.91\|100.00\|166784;2026-05-22\|116.38\|10.00\|103.90\|116.38\|102.92\|154007;2026-05-25\|128.02\|10.00\|121.23\|128.02\|121.01\|119840;2026-05-26\|115.50\|-9.78\|133.55\|133.55\|115.22\|218482;2026-05-27\|117.72\|1.92\|111.01\|123.00\|107.67\|181374;2026-05-28\|113.60\|-3.50\|117.39\|117.39\|106.16\|153654;2026-05-29\|109.22\|-3.86\|115.66\|116.55\|107.25\|138600;2026-06-01\|101.93\|-6.67\|108.35\|109.20\|101.30\|120951;2026-06-02\|112.12\|10.00\|101.00\|112.12\|99.81\|97230;2026-06-03\|122.39\|9.16\|118.68\|123.33\|117.77\|152330;2026-06-04\|127.20\|3.93\|123.46\|130.10\|120.87\|155723;2026-06-05\|125.09\|-1.66\|129.68\|132.56\|124.28\|126321;2026-06-08\|118.00\|-5.67\|118.60\|123.60\|116.00\|91774;2026-06-09\|120.02\|1.71\|119.00\|125.00\|118.23\|106091;2026-06-10\|116.62\|-2.83\|119.19\|120.35\|113.20\|99795;2026-06-11\|116.81\|0.16\|115.12\|120.19\|114.11\|87998;2026-06-12\|106.81\|-8.56\|119.16\|121.93\|106.42\|144023;2026-06-15\|112.98\|5.78\|110.01\|116.88\|106.00\|128932;2026-06-16\|122.60\|8.51\|114.40\|124.28\|107.88\|180540;2026-06-17\|125.55\|2.41\|118.27\|126.80\|118.27\|135989;2026-06-18\|131.35\|4.62\|126.01\|135.95\|126.00\|108222;2026-06-22\|118.23\|-9.99\|130.73\|131.30\|118.22\|159572;2026-06-23\|113.95\|-3.62\|115.11\|119.36\|113.10\|89396;2026-06-24\|112.57\|-1.21\|112.95\|115.00\|108.80\|96936;2026-06-25\|123.83\|10.00\|112.60\|123.83\|112.47\|72628;2026-06-26\|117.30\|-5.27\|126.06\|132.83\|116.88\|183142;2026-06-29\|115.44\|-1.59\|117.30\|123.27\|109.60\|107106;2026-06-30\|116.54\|0.95\|115.16\|119.00\|113.00\|80803;2026-07-01\|109.30\|-6.21\|116.10\|116.59\|107.27\|91335;2026-07-02\|101.77\|-6.89\|105.67\|107.58\|101.00\|65771;2026-07-03\|105.73\|3.89\|100.99\|111.95\|100.00\|117292;2026-07-06\|111.04\|5.02\|105.80\|116.30\|104.00\|167858;2026-07-07\|101.30\|-8.77\|107.10\|111.48\|99.94\|117452;2026-07-08\|97.10\|-4.15\|103.98\|104.67\|95.32\|83759;2026-07-09\|98.54\|1.48\|100.09\|102.00\|92.21\|92706;2026-07-10\|96.43\|-2.14\|99.69\|105.37\|96.30\|86654;2026-07-13\|86.79\|-10.00\|96.40\|98.20\|86.79\|80422;2026-07-14\|92.85\|6.98\|86.66\|93.06\|85.10\|79538;2026-07-15\|102.14\|10.01\|102.14\|102.14\|101.45\|50710;2026-07-16\|107.37\|5.12\|98.90\|112.35\|98.00\|181730;2026-07-17\|96.63\|-10.00\|106.30\|107.50\|96.63\|114938;2026-07-20\|86.97\|-10.00\|93.57\|97.87\|86.97\|127749;2026-07-21\|92.40\|6.24\|88.36\|92.45\|78.27\|125554;2026-07-22\|87.48\|-5.32\|91.08\|94.12\|86.23\|103333;2026-07-23\|84.59\|-3.30\|87.74\|90.89\|83.50\|79436;2026-07-24\|81.90\|-3.18\|83.07\|85.30\|80.23\|59485;2026-07-27\|84.50\|3.17\|82.00\|85.00\|79.60\|59556;2026-07-28\|76.05\|-10.00\|80.97\|83.82\|76.05\|73669;2026-07-29\|70.59\|-7.18\|75.13\|75.40\|68.46\|128486;2026-07-30\|63.53\|-10.00\|70.92\|71.16\|63.53\|78248;2026-07-31\|66.26\|4.30\|68.70\|69.80\|66.23\|101412;2026-08-03\|62.93\|-5.03\|65.07\|66.66\|62.06\|83758;2026-08-04\|69.22\|10.00\|65.01\|69.22\|63.20\|51963;2026-08-05\|76.14\|10.00\|68.57\|76.14\|67.06\|131624;2026-08-06\|79.03\|3.80\|75.63\|80.55\|74.00\|109091;2026-08-07\|82.79\|4.76\|79.71\|83.75\|78.30\|89798;2026-08-10\|84.52\|2.09\|83.04\|86.13\|81.40\|80686;2026-08-11\|84.10\|-0.50\|83.26\|85.30\|80.73\|54578;2026-08-12\|87.35\|3.86\|84.11\|90.00\|83.55\|71788;2026-08-13\|90.21\|3.27\|88.88\|94.29\|87.88\|101923;2026-08-14\|95.08\|5.40\|90.58\|99.23\|90.58\|140247;2026-08-17\|100.20\|5.38\|95.15\|100.56\|91.55\|125149;2026-08-18\|105.26\|5.05\|102.00\|107.50\|102.00\|130736;2026-08-19\|94.73\|-10.00\|101.20\|102.88\|94.73\|106251;2026-08-20\|97.99\|3.44\|97.99\|101.00\|93.00\|100896;2026-08-21\|98.44\|0.46\|98.03\|107.79\|97.41\|183010;2026-08-24\|93.98\|-4.53\|103.02\|103.05\|91.05\|140167;2026-08-25\|94.52\|0.57\|91.68\|96.90\|90.85\|86204;2026-08-26\|92.77\|-1.85\|98.38\|98.70\|91.28\|84024;2026-08-27\|102.05\|10.00\|94.80\|102.05\|94.09\|111938;2026-08-28\|100.89\|-1.14\|104.01\|106.45\|100.63\|107849;2026-08-31\|101.30\|0.41\|99.88\|103.38\|98.31\|81763;2026-09-01\|99.97\|-1.31\|101.50\|102.00\|96.57\|79369;2026-09-02\|96.96\|-3.01\|98.39\|99.15\|96.23\|53544;2026-09-03\|106.66\|10.00\|100.00\|106.66\|99.25\|148611;2026-09-04\|107.36\|0.66\|114.53\|117.33\|106.56\|178643;2026-09-07\|118.10\|10.00\|110.04\|118.10\|107.56\|112061;2026-09-08\|129.91\|10.00\|124.88\|129.91\|121.50\|178356;2026-09-09\|132.94\|2.33\|132.50\|137.37\|128.08\|129862
122864	美股光通信板块大涨	光模块+6G滤波器+精密箱体+定增行业原因： 1、隔夜美股科技股强劲反弹，谷歌、微软、亚马逊等科技巨头大涨，光通信及AI硬件板块情绪修复。 2、近期，海内外头部云厂商集中发布二季度财报并上修全年资本支出指引。集邦咨询8月3日预测，在AI基础建设需求高涨的背景下，2026年全球九大云端服务供应商（CSP）总资本支出预估将同比增长约90%。公司原因： 1、据2026年5月28日投资者关系活动记录表，公司参股的光彩芯辰主营100G至1.6T系列光模块产品，其创始股东承诺2026至2028年累计净利润不低于2.85亿元。 2、据2026年6月22日公告，公司拟向特定对象发行股票募资不超过4.03亿元，用于新型介质SMF滤波器研发、数据中心液冷机柜及储能集装箱等项目，前瞻布局6G与算力基建。 3、据2026年4月27日年报，公司主营移动通信设备与精密箱体系统，拥有钣金、压铸等完整产业链，射频器件及天线主要客户为中兴通讯、爱立信等。	1、公司拟通过增资扩股方式取得光彩芯辰浙江科技有限公司不超过20%股权，布局光通信细分赛道； 2、公司通过精密箱体系统业务为储能行业下游客户江苏阿诗特能源科技有限公司供应储能柜，在储能领域有产品供应和业务合作	2026-04-30\|55.07\|0.57\|55.01\|56.86\|54.62\|98120;2026-05-06\|54.08\|-1.80\|55.76\|57.28\|53.72\|167340;2026-05-07\|58.17\|7.56\|54.26\|59.49\|52.90\|272318;2026-05-08\|58.80\|1.08\|56.57\|59.66\|56.00\|219284;2026-05-11\|59.38\|0.99\|59.80\|60.00\|56.50\|197066;2026-05-12\|59.43\|0.08\|59.42\|59.92\|57.58\|168472;2026-05-13\|53.93\|-9.25\|58.15\|59.41\|53.49\|314630;2026-05-14\|50.75\|-5.90\|53.58\|53.60\|50.66\|195628;2026-05-15\|46.53\|-8.32\|50.75\|50.99\|46.00\|219995;2026-05-18\|45.76\|-1.65\|46.26\|46.83\|45.29\|107741;2026-05-19\|48.41\|5.79\|45.46\|48.70\|43.85\|163741;2026-05-20\|53.25\|10.00\|50.51\|53.25\|50.40\|135223;2026-05-21\|52.58\|-1.26\|55.86\|57.00\|52.26\|371190;2026-05-22\|49.82\|-5.25\|52.00\|53.00\|49.41\|200499;2026-05-25\|53.73\|7.85\|50.37\|54.60\|48.00\|248957;2026-05-26\|53.01\|-1.34\|54.54\|54.54\|50.90\|168640;2026-05-27\|49.76\|-6.13\|52.70\|54.74\|49.33\|165161;2026-05-28\|49.95\|0.38\|49.80\|50.77\|48.20\|122324;2026-05-29\|48.03\|-3.84\|50.30\|51.76\|47.65\|130089;2026-06-01\|45.75\|-4.75\|47.96\|48.80\|45.72\|94346;2026-06-02\|46.00\|0.55\|46.07\|47.18\|45.26\|102995;2026-06-03\|49.22\|7.00\|46.85\|50.60\|45.52\|211381;2026-06-04\|45.81\|-6.93\|48.00\|48.96\|45.62\|172699;2026-06-05\|44.00\|-3.95\|45.48\|47.20\|43.60\|150187;2026-06-08\|41.36\|-6.00\|41.50\|42.93\|40.25\|132164;2026-06-09\|41.81\|1.09\|41.99\|42.28\|40.93\|97581;2026-06-10\|41.50\|-0.74\|41.03\|42.60\|39.32\|147486;2026-06-11\|40.03\|-3.54\|42.00\|42.62\|39.65\|104299;2026-06-12\|38.93\|-2.75\|40.86\|41.18\|38.88\|98216;2026-06-15\|41.63\|6.94\|39.34\|41.95\|39.18\|107104;2026-06-16\|42.24\|1.47\|41.63\|43.50\|40.78\|104613;2026-06-17\|42.63\|0.92\|41.50\|43.69\|41.00\|109584;2026-06-18\|41.76\|-2.04\|42.55\|42.87\|41.39\|86277;2026-06-22\|40.35\|-3.38\|41.76\|42.85\|38.91\|140180;2026-06-23\|39.82\|-1.31\|40.35\|41.50\|38.94\|100792;2026-06-24\|39.34\|-1.21\|39.49\|40.39\|38.18\|99814;2026-06-25\|40.15\|2.06\|40.23\|42.89\|38.31\|183352;2026-06-26\|38.60\|-3.86\|40.00\|43.30\|38.31\|195131;2026-06-29\|37.78\|-2.12\|38.28\|39.71\|36.68\|128764;2026-06-30\|40.78\|7.94\|37.75\|41.49\|37.50\|172590;2026-07-01\|38.86\|-4.71\|41.30\|41.80\|38.55\|131176;2026-07-02\|37.38\|-3.81\|38.50\|39.86\|37.30\|112030;2026-07-03\|36.88\|-1.34\|37.14\|39.28\|36.82\|101530;2026-07-06\|34.92\|-5.31\|37.98\|37.98\|34.50\|110030;2026-07-07\|33.71\|-3.47\|34.58\|35.00\|33.26\|90431;2026-07-08\|32.59\|-3.32\|34.18\|34.18\|32.25\|82495;2026-07-09\|33.65\|3.25\|32.63\|33.85\|30.90\|106656;2026-07-10\|33.51\|-0.42\|33.92\|34.71\|33.51\|105272;2026-07-13\|31.06\|-7.31\|32.99\|35.00\|30.90\|110030;2026-07-14\|32.38\|4.25\|31.05\|32.62\|29.85\|112619;2026-07-15\|32.10\|-0.86\|32.51\|33.83\|31.81\|93396;2026-07-16\|30.56\|-4.80\|31.50\|32.09\|30.37\|77821;2026-07-17\|27.64\|-9.55\|30.37\|30.48\|27.50\|102991;2026-07-20\|25.74\|-6.87\|28.02\|28.79\|25.36\|154091;2026-07-21\|27.85\|8.20\|26.13\|27.90\|23.17\|164034;2026-07-22\|27.36\|-1.76\|27.73\|28.36\|26.91\|100943;2026-07-23\|27.55\|0.69\|27.30\|28.33\|27.20\|78335;2026-07-24\|26.94\|-2.21\|27.23\|27.94\|26.60\|61716;2026-07-27\|27.70\|2.82\|26.80\|28.26\|26.61\|74642;2026-07-28\|26.60\|-3.97\|27.54\|28.01\|26.46\|77039;2026-07-29\|25.50\|-4.14\|26.27\|26.65\|24.65\|95619;2026-07-30\|23.52\|-7.76\|25.31\|25.56\|23.03\|114280;2026-07-31\|24.33\|3.44\|24.67\|25.45\|24.03\|105698;2026-08-03\|24.37\|0.16\|24.15\|25.10\|24.04\|95152;2026-08-04\|26.81\|10.01\|25.09\|26.81\|25.09\|49001;2026-08-05\|27.84\|3.84\|26.85\|27.98\|25.20\|212196;2026-08-06\|29.18\|4.81\|27.31\|29.47\|27.15\|193532;2026-08-07\|30.35\|4.01\|29.19\|30.49\|28.89\|152533;2026-08-10\|31.20\|2.80\|30.36\|31.50\|30.28\|128285;2026-08-11\|31.00\|-0.64\|31.22\|31.74\|30.52\|103536;2026-08-12\|32.02\|3.29\|31.27\|32.47\|30.95\|105554;2026-08-13\|31.48\|-1.69\|32.22\|32.85\|31.48\|92657;2026-08-14\|31.71\|0.73\|31.51\|32.10\|30.75\|70769;2026-08-17\|32.37\|2.08\|31.93\|32.39\|31.33\|74241;2026-08-18\|32.33\|-0.12\|32.38\|32.56\|31.10\|94577;2026-08-19\|29.12\|-9.93\|31.90\|31.90\|29.10\|88504;2026-08-20\|29.89\|2.64\|29.45\|30.23\|28.88\|105648;2026-08-21\|30.25\|1.20\|29.88\|31.14\|29.30\|83597;2026-08-24\|29.42\|-2.74\|30.23\|30.53\|28.63\|70106;2026-08-25\|29.50\|0.27\|29.00\|29.87\|28.16\|60256;2026-08-26\|29.50\|0.00\|29.43\|30.50\|28.51\|55078;2026-08-27\|30.18\|2.31\|29.50\|30.53\|29.30\|63166;2026-08-28\|29.70\|-1.59\|30.00\|30.77\|29.66\|59638;2026-08-31\|30.63\|3.13\|29.18\|30.97\|29.10\|70058;2026-09-01\|29.28\|-4.41\|30.87\|30.87\|29.08\|78864;2026-09-02\|29.30\|0.07\|28.99\|29.63\|28.62\|60080;2026-09-03\|29.93\|2.15\|29.35\|32.23\|29.29\|226532;2026-09-04\|28.45\|-4.94\|29.07\|30.28\|28.25\|198101;2026-09-07\|30.09\|5.76\|28.46\|30.54\|28.46\|153360;2026-09-08\|29.60\|-1.63\|30.29\|30.66\|29.47\|85952;2026-09-09\|29.31\|-0.98\|29.67\|30.68\|29.22\|60065
122863	美股光通信板块大涨	光模块设备+人形机器人+一季报增长 1、据2026年7月16日互动易及2026年5月8日业绩说明会，公司在半导体和光模块设备领域，精准对接头部客户需求，产品覆盖光器件、芯片、光模块、晶圆等核心应用场景，客户包括多家国内行业标杆企业及海外光器件龙头企业，目前在手订单充沛。 2、据2026年7月16日互动易，在人形机器人领域，公司具备提供非标精密零部件及相关模组能力，有直接或间接为国内外品牌客户提供人形机器人髋部、四肢、骨架、关节等部位的精密零部件。 3、据2026年4月24日公告，公司2026年第一季度实现营业收入6.18亿元，同比增长15.42%；归母净利润6942.10万元，同比增长56.87%。	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	2026-04-30\|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;2026-07-27\|37.92\|4.46\|36.36\|38.06\|36.07\|115755;2026-07-28\|35.18\|-7.23\|37.61\|38.09\|34.99\|164109;2026-07-29\|34.16\|-2.90\|35.12\|35.69\|32.64\|167846;2026-07-30\|30.75\|-9.98\|34.15\|34.31\|30.74\|173441;2026-07-31\|33.83\|10.02\|32.92\|33.83\|32.90\|91224;2026-08-03\|31.79\|-6.03\|33.33\|33.54\|31.56\|210443;2026-08-04\|34.97\|10.00\|32.84\|34.97\|31.91\|217008;2026-08-05\|38.47\|10.01\|34.05\|38.47\|34.05\|88815;2026-08-06\|38.64\|0.44\|38.14\|39.50\|37.84\|314540;2026-08-07\|41.31\|6.91\|38.63\|41.50\|38.00\|315839;2026-08-10\|39.21\|-5.08\|41.00\|41.75\|38.44\|342887;2026-08-11\|38.80\|-1.05\|38.96\|39.90\|38.28\|182981;2026-08-12\|40.75\|5.03\|39.00\|42.13\|38.81\|269762;2026-08-13\|39.68\|-2.63\|42.16\|42.30\|39.65\|245367;2026-08-14\|41.28\|4.03\|40.47\|41.57\|39.95\|201416;2026-08-17\|42.17\|2.16\|41.39\|42.31\|41.00\|233212;2026-08-18\|43.78\|3.82\|43.41\|44.68\|42.90\|360407;2026-08-19\|39.40\|-10.00\|41.65\|42.08\|39.40\|254509;2026-08-20\|40.72\|3.35\|39.80\|41.29\|38.40\|203902;2026-08-21\|42.41\|4.15\|40.80\|43.84\|39.91\|234379;2026-08-24\|40.86\|-3.65\|43.16\|43.30\|39.86\|170616;2026-08-25\|41.01\|0.37\|40.00\|41.87\|39.02\|129360;2026-08-26\|40.45\|-1.37\|41.72\|42.07\|39.33\|123857;2026-08-27\|42.53\|5.14\|40.90\|42.87\|40.62\|176539;2026-08-28\|40.80\|-4.07\|42.29\|43.83\|40.73\|176184;2026-08-31\|41.72\|2.25\|40.11\|41.85\|40.01\|143946;2026-09-01\|39.37\|-5.63\|42.40\|42.42\|39.05\|177357;2026-09-02\|38.92\|-1.14\|38.20\|39.25\|38.20\|97843;2026-09-03\|39.22\|0.77\|39.35\|40.20\|38.61\|109846;2026-09-04\|37.20\|-5.15\|39.69\|40.49\|36.90\|145837;2026-09-07\|40.92\|10.00\|38.07\|40.92\|37.60\|202118;2026-09-08\|41.33\|1.00\|41.50\|42.75\|40.23\|225825;2026-09-09\|41.51\|0.44\|42.12\|43.00\|41.26\|118571
122862	美股光通信板块大涨	光模块+重组审核+产能扩张+供货高意 1、据2026年6月18日投资者关系活动记录表，公司拟以11.27亿元收购武汉钧恒49%股权，交易完成后将持有其100%股权，深交所已于2026年5月27日同意恢复审核本次交易事项。 2、据2026年6月18日投资者关系活动记录表，武汉钧恒主营光模块、AOC及光引擎，其马来西亚基地已于2026年4月底逐步投产，预计新增年产能100万至150万只；鄂州二期规划年产300万只光通信器件项目预计2027年底投产。 3、据2026年6月18日投资者关系活动记录表及2026年7月9日业绩说明会，公司光模块产品覆盖400G/800G等高速率，正持续优化产品结构提升高速率产品出货占比；根据已披露信息，高意Coherent订单相对稳定。	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	2026-04-30\|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;2026-07-27\|34.10\|10.00\|31.00\|34.10\|30.90\|209259;2026-07-28\|31.09\|-8.83\|34.00\|34.60\|31.09\|353609;2026-07-29\|30.12\|-3.12\|31.46\|31.85\|28.71\|332606;2026-07-30\|27.11\|-9.99\|29.57\|30.32\|27.11\|371944;2026-07-31\|29.82\|10.00\|29.00\|29.82\|29.00\|334161;2026-08-03\|29.15\|-2.25\|29.55\|30.07\|29.00\|350583;2026-08-04\|32.07\|10.02\|30.04\|32.07\|29.76\|242348;2026-08-05\|35.28\|10.01\|30.97\|35.28\|30.60\|305678;2026-08-06\|38.81\|10.01\|35.81\|38.81\|35.35\|742916;2026-08-07\|42.69\|10.00\|41.01\|42.69\|39.59\|721009;2026-08-10\|42.97\|0.66\|45.19\|45.29\|41.83\|650781;2026-08-11\|39.54\|-7.98\|42.52\|42.97\|39.30\|535192;2026-08-12\|41.38\|4.65\|39.95\|41.80\|39.15\|514521;2026-08-13\|41.59\|0.51\|43.22\|43.40\|41.22\|670850;2026-08-14\|41.47\|-0.29\|41.55\|41.90\|40.10\|414518;2026-08-17\|41.96\|1.18\|41.46\|42.05\|39.98\|435389;2026-08-18\|40.59\|-3.27\|42.41\|42.48\|39.85\|344516;2026-08-19\|36.63\|-9.76\|38.81\|39.41\|36.53\|338442;2026-08-20\|37.01\|1.04\|37.16\|37.97\|35.92\|274438;2026-08-21\|37.47\|1.24\|36.65\|38.68\|36.32\|242934;2026-08-24\|39.14\|4.46\|37.51\|41.10\|37.51\|534421;2026-08-25\|38.14\|-2.55\|37.91\|38.70\|36.50\|357060;2026-08-26\|37.62\|-1.36\|38.83\|38.90\|36.39\|303411;2026-08-27\|40.13\|6.67\|38.40\|40.90\|37.99\|451934;2026-08-28\|39.00\|-2.82\|39.64\|42.40\|38.90\|407697;2026-08-31\|39.28\|0.72\|37.94\|39.93\|37.76\|254568;2026-09-01\|38.02\|-3.21\|39.68\|39.68\|37.29\|266045;2026-09-02\|36.76\|-3.31\|37.24\|37.82\|36.18\|221553;2026-09-03\|36.60\|-0.44\|37.11\|37.30\|35.82\|205529;2026-09-04\|35.19\|-3.85\|36.55\|37.17\|34.85\|247508;2026-09-07\|38.71\|10.00\|35.70\|38.71\|35.69\|407792;2026-09-08\|37.51\|-3.10\|38.01\|38.94\|37.30\|369038;2026-09-09\|37.42\|-0.24\|38.46\|39.00\|37.33\|223946
122861	美股光通信板块大涨	商业航天+卫星通信+基站天线+光模块 1、据2026年5月18日业绩说明会，公司自2017年以来就有卫星通讯业务，开发了配套卫星互联网的“星-地-端”应用场景，产品包括星载卫星通信天线、地面站设备及地面站天线和应用终端等。 2、据2025年年报，公司是国内通信天线的骨干企业，专注于通信天线及射频器件的研发、生产与销售，在产品研发、生产规模以及品质管控等方面处于国内领先地位，是业界少有的同时具备基站天线和滤波器集成化设计技术的公司。 3、据国泰海通证券2026年7月20日研报，公司深度绑定全球主流客户，国内市场覆盖三大运营商及华为、中兴等设备商，海外市场进入了爱立信、诺基亚等设备商及沃达丰等运营商的供应链体系，产品销往全球70多个国家和地区。 4、据2025年9月19日互动易，参股公司四川光为目前800G光模块已实现小批量出货，1.6T光模块处于早期研发测试阶段。	1、参股公司四川光为致力于各类光模块研发，400G光模块已实现小规模量产，首批 800G OSFP 2×DR4 光模块已成功实现小批量交付； 2、公司于2024年底出资3000万元参股卫星核心零部件企业鸿擎科技，强化卫星互联网上游关键部件布局，公司与蓝箭航天同为鸿擎科技股东	2026-04-30\|43.66\|2.49\|42.61\|44.08\|41.90\|332433;2026-05-06\|48.03\|10.01\|44.13\|48.03\|44.01\|437654;2026-05-07\|51.45\|7.12\|48.79\|51.75\|47.68\|739056;2026-05-08\|51.18\|-0.52\|50.18\|52.45\|50.03\|687605;2026-05-11\|53.01\|3.58\|52.20\|54.40\|50.35\|711652;2026-05-12\|52.06\|-1.79\|52.70\|53.96\|51.13\|486536;2026-05-13\|52.55\|0.94\|51.66\|54.20\|51.06\|572114;2026-05-14\|49.08\|-6.60\|52.90\|54.00\|49.04\|564556;2026-05-15\|48.37\|-1.45\|49.90\|50.10\|47.69\|413487;2026-05-18\|50.27\|3.93\|49.60\|53.21\|49.02\|565587;2026-05-19\|48.33\|-3.86\|50.36\|50.85\|47.50\|401463;2026-05-20\|49.36\|2.13\|48.40\|50.13\|47.79\|439667;2026-05-21\|46.59\|-5.61\|49.94\|49.99\|46.00\|406207;2026-05-22\|47.31\|1.55\|46.70\|47.55\|45.50\|256537;2026-05-25\|48.40\|2.30\|48.29\|49.00\|46.50\|365340;2026-05-26\|46.19\|-4.57\|47.50\|49.40\|45.87\|347280;2026-05-27\|45.47\|-1.56\|47.02\|47.80\|44.32\|305413;2026-05-28\|46.34\|1.91\|44.68\|46.50\|43.72\|256151;2026-05-29\|41.71\|-9.99\|45.51\|45.80\|41.71\|359422;2026-06-01\|39.19\|-6.04\|40.70\|41.19\|39.10\|283854;2026-06-02\|39.19\|0.00\|39.20\|39.70\|37.56\|264430;2026-06-03\|40.02\|2.12\|39.28\|41.30\|39.08\|300562;2026-06-04\|39.75\|-0.67\|39.40\|39.93\|38.90\|167952;2026-06-05\|42.50\|6.92\|41.00\|43.23\|40.34\|442767;2026-06-08\|40.97\|-3.60\|40.40\|42.99\|39.79\|322421;2026-06-09\|39.74\|-3.00\|40.97\|41.37\|38.20\|291573;2026-06-10\|37.00\|-6.89\|39.21\|39.63\|35.85\|289806;2026-06-11\|37.95\|2.57\|36.45\|38.98\|35.72\|268259;2026-06-12\|37.01\|-2.48\|38.33\|38.97\|36.80\|254971;2026-06-15\|37.43\|1.13\|36.81\|37.66\|35.72\|238055;2026-06-16\|36.75\|-1.76\|38.30\|39.30\|36.63\|285997;2026-06-17\|37.10\|0.95\|36.20\|38.41\|36.15\|278110;2026-06-18\|37.11\|0.03\|36.44\|37.73\|35.75\|264454;2026-06-22\|36.38\|-1.97\|37.12\|37.44\|34.81\|307283;2026-06-23\|34.99\|-3.82\|35.81\|36.26\|34.82\|206504;2026-06-24\|35.59\|1.71\|34.99\|35.99\|34.68\|203664;2026-06-25\|34.28\|-3.68\|35.27\|36.11\|34.00\|241971;2026-06-26\|34.60\|0.93\|34.20\|35.54\|33.07\|318779;2026-06-29\|33.77\|-2.40\|34.34\|34.62\|33.37\|207274;2026-06-30\|35.57\|5.33\|34.20\|35.86\|33.80\|237464;2026-07-01\|35.85\|0.79\|35.58\|36.47\|34.92\|239736;2026-07-02\|35.23\|-1.73\|35.30\|37.13\|34.75\|273898;2026-07-03\|36.64\|4.00\|35.37\|37.16\|35.37\|251136;2026-07-06\|33.37\|-8.92\|36.68\|37.15\|33.24\|294725;2026-07-07\|31.68\|-5.06\|33.24\|33.71\|31.52\|191647;2026-07-08\|31.38\|-0.95\|31.94\|32.77\|31.34\|176220;2026-07-09\|32.77\|4.43\|31.70\|32.85\|30.55\|212236;2026-07-10\|34.40\|4.97\|32.78\|36.05\|32.65\|399309;2026-07-13\|30.96\|-10.00\|34.04\|34.04\|30.96\|196439;2026-07-14\|29.01\|-6.30\|29.00\|29.50\|27.86\|341883;2026-07-15\|28.63\|-1.31\|28.24\|29.72\|28.01\|274419;2026-07-16\|27.95\|-2.38\|28.06\|29.13\|27.77\|171178;2026-07-17\|25.80\|-7.69\|27.95\|28.05\|25.21\|233037;2026-07-20\|23.82\|-7.67\|25.98\|26.30\|23.22\|239150;2026-07-21\|25.01\|5.00\|23.90\|25.14\|21.44\|285040;2026-07-22\|25.01\|0.00\|24.84\|25.65\|24.66\|205340;2026-07-23\|25.40\|1.56\|24.61\|25.85\|24.61\|163631;2026-07-24\|24.47\|-3.66\|24.90\|25.39\|24.30\|119161;2026-07-27\|25.41\|3.84\|24.47\|25.46\|24.22\|140548;2026-07-28\|24.85\|-2.20\|25.42\|25.90\|24.57\|123350;2026-07-29\|23.97\|-3.54\|24.54\|24.84\|23.48\|158419;2026-07-30\|22.55\|-5.92\|23.72\|24.15\|22.41\|155274;2026-07-31\|23.76\|5.37\|23.45\|24.25\|23.30\|175208;2026-08-03\|26.14\|10.02\|23.65\|26.14\|23.56\|205203;2026-08-04\|28.75\|9.98\|27.00\|28.75\|26.88\|183038;2026-08-05\|30.74\|6.92\|30.68\|31.63\|29.81\|740281;2026-08-06\|33.81\|9.99\|32.68\|33.81\|31.48\|234535;2026-08-07\|37.19\|10.00\|37.19\|37.19\|37.19\|82807;2026-08-10\|34.10\|-8.31\|36.54\|36.63\|33.66\|917658;2026-08-11\|33.74\|-1.06\|33.80\|35.13\|32.32\|674574;2026-08-12\|37.11\|9.99\|34.11\|37.11\|33.16\|918661;2026-08-13\|38.63\|4.10\|38.00\|40.52\|36.10\|1029753;2026-08-14\|36.34\|-5.93\|37.86\|39.54\|35.16\|792265;2026-08-17\|36.30\|-0.11\|36.00\|36.79\|35.19\|548070;2026-08-18\|34.82\|-4.08\|35.84\|36.40\|34.51\|455377;2026-08-19\|31.34\|-9.99\|35.19\|35.51\|31.34\|511134;2026-08-20\|31.73\|1.24\|31.80\|32.50\|30.30\|414279;2026-08-21\|31.59\|-0.44\|31.30\|32.09\|30.83\|250849;2026-08-24\|30.30\|-4.08\|31.30\|31.79\|29.62\|280148;2026-08-25\|31.15\|2.81\|29.67\|31.49\|29.50\|250103;2026-08-26\|30.45\|-2.25\|31.19\|31.25\|29.92\|198149;2026-08-27\|31.21\|2.50\|30.71\|31.26\|30.31\|216466;2026-08-28\|30.93\|-0.90\|31.32\|31.80\|30.80\|175375;2026-08-31\|31.08\|0.48\|30.40\|31.50\|30.20\|156655;2026-09-01\|30.17\|-2.93\|31.09\|31.10\|29.83\|161900;2026-09-02\|29.95\|-0.73\|29.76\|30.45\|29.68\|108948;2026-09-03\|29.32\|-2.10\|30.07\|30.20\|29.20\|127013;2026-09-04\|30.44\|3.82\|29.55\|30.95\|29.30\|315641;2026-09-07\|30.06\|-1.25\|30.05\|30.49\|29.76\|211209;2026-09-08\|31.64\|5.26\|30.07\|33.07\|30.07\|569304;2026-09-09\|30.71\|-2.94\|31.20\|31.94\|30.55\|361403
122860	美股CSP公司ROI表现亮眼	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	2026-04-30\|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;2026-07-27\|66.28\|2.28\|64.67\|66.36\|64.03\|191022;2026-07-28\|63.23\|-4.60\|64.90\|65.56\|63.10\|218926;2026-07-29\|60.72\|-3.97\|63.19\|63.80\|58.60\|337597;2026-07-30\|57.90\|-4.64\|60.05\|60.99\|57.34\|295355;2026-07-31\|63.25\|9.24\|61.94\|65.95\|61.08\|454611;2026-08-03\|62.97\|-0.44\|63.60\|65.76\|62.70\|302350;2026-08-04\|68.00\|7.99\|64.60\|68.36\|64.60\|454450;2026-08-05\|69.92\|2.82\|67.91\|71.88\|67.50\|525820;2026-08-06\|68.80\|-1.60\|68.00\|70.30\|67.65\|353739;2026-08-07\|69.75\|1.38\|68.99\|71.08\|67.38\|385020;2026-08-10\|67.68\|-2.97\|69.00\|69.87\|66.95\|300867;2026-08-11\|67.85\|0.25\|68.93\|69.37\|66.58\|273142;2026-08-12\|67.70\|-0.22\|69.21\|70.05\|67.49\|304422;2026-08-13\|68.55\|1.26\|69.99\|71.90\|68.51\|543784;2026-08-14\|70.90\|3.43\|69.00\|71.50\|67.70\|505473;2026-08-17\|72.59\|2.38\|70.88\|73.11\|69.88\|533776;2026-08-18\|69.93\|-3.66\|71.80\|71.82\|68.88\|407287;2026-08-19\|65.38\|-6.51\|67.50\|67.99\|65.38\|341115;2026-08-20\|64.58\|-1.22\|66.44\|66.45\|64.02\|212799;2026-08-21\|64.38\|-0.31\|63.98\|64.81\|63.20\|158009;2026-08-24\|62.45\|-3.00\|64.60\|64.90\|61.42\|177494;2026-08-25\|62.60\|0.24\|61.00\|63.18\|60.80\|143149;2026-08-26\|62.33\|-0.43\|62.61\|62.91\|61.73\|116261;2026-08-27\|63.69\|2.18\|62.85\|63.77\|62.10\|185317;2026-08-28\|63.12\|-0.90\|63.90\|65.35\|63.11\|235956;2026-08-31\|66.22\|4.91\|61.86\|66.30\|61.54\|271153;2026-09-01\|64.95\|-1.92\|66.03\|66.78\|64.70\|194194;2026-09-02\|64.41\|-0.83\|63.98\|65.11\|63.50\|144017;2026-09-03\|64.41\|0.00\|65.00\|65.28\|63.63\|144458;2026-09-04\|62.93\|-2.30\|65.19\|65.47\|62.55\|183020;2026-09-07\|63.99\|1.68\|63.70\|64.20\|63.29\|141178;2026-09-08\|63.03\|-1.50\|64.00\|64.60\|62.82\|180100;2026-09-09\|62.66\|-0.59\|63.33\|64.03\|62.50\|87012
122859	美股CSP公司ROI表现亮眼	燃气轮机+北美数据中心+油气装备行业原因： 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2日公告，全资子公司GPS再签30,140万美元燃气轮机发电机组合同，为北美数据中心供电，占2024年营收15.58%，系2025年11月以来第六份同类订单，累计北美燃气轮机订单金额约11.3亿美元。 2、据2025年4月10日年报及2025年6月18日投资者关系活动记录表，公司形成“油气+新能源”双主业，燃气发电装备覆盖全产业链，2024年海外收入占比45.20%。 3、据2025年12月17日投资者关系活动记录表及2026年2月25日机构调研，公司在北美具备燃气轮机发电设备总装产能，迪拜基地在建，可弹性调节海内外产能保障交付。	公司签署近百亿元燃气轮机发电机组供应合同	2026-04-30\|137.00\|7.66\|127.60\|139.60\|123.23\|293370;2026-05-06\|150.04\|9.52\|144.10\|150.70\|143.85\|247313;2026-05-07\|150.80\|0.51\|149.96\|151.99\|144.20\|159412;2026-05-08\|146.38\|-2.93\|149.00\|149.60\|142.79\|176352;2026-05-11\|144.72\|-1.13\|146.40\|147.20\|140.10\|212247;2026-05-12\|143.80\|-0.64\|144.72\|146.26\|140.00\|163394;2026-05-13\|148.95\|3.58\|142.88\|151.70\|139.81\|176210;2026-05-14\|138.67\|-6.90\|146.51\|148.77\|138.00\|201214;2026-05-15\|137.86\|-0.58\|141.16\|144.76\|136.80\|165154;2026-05-18\|139.15\|0.94\|136.08\|141.75\|134.96\|136889;2026-05-19\|138.81\|-0.24\|137.95\|140.48\|135.28\|118924;2026-05-20\|136.03\|-2.00\|140.00\|141.90\|132.18\|172068;2026-05-21\|132.98\|-2.24\|137.50\|139.80\|132.88\|137462;2026-05-22\|133.25\|0.20\|133.20\|136.50\|131.23\|183946;2026-05-25\|137.35\|3.08\|133.69\|137.61\|130.75\|182626;2026-05-26\|134.05\|-2.40\|138.58\|138.70\|132.00\|143061;2026-05-27\|141.46\|5.53\|138.00\|144.75\|138.00\|245474;2026-05-28\|148.08\|4.68\|142.00\|149.45\|140.08\|207036;2026-05-29\|140.40\|-5.19\|147.80\|147.98\|139.23\|191741;2026-06-01\|147.00\|4.70\|143.00\|154.44\|142.56\|248028;2026-06-02\|148.09\|0.74\|147.70\|150.74\|142.66\|195591;2026-06-03\|143.04\|-3.41\|148.09\|151.99\|141.58\|210667;2026-06-04\|157.34\|10.00\|143.25\|157.34\|141.68\|246241;2026-06-05\|151.38\|-3.79\|162.98\|162.98\|150.01\|299090;2026-06-08\|147.22\|-2.30\|141.52\|149.20\|140.28\|217070;2026-06-09\|151.42\|2.85\|151.80\|153.02\|144.46\|166286;2026-06-10\|144.80\|-4.37\|147.50\|149.00\|136.28\|476224;2026-06-11\|145.01\|0.14\|140.93\|149.32\|139.60\|237856;2026-06-12\|144.90\|-0.08\|152.26\|158.00\|144.90\|298977;2026-06-15\|154.87\|6.88\|146.01\|155.55\|144.08\|233726;2026-06-16\|152.51\|-1.52\|153.33\|159.48\|151.87\|177929;2026-06-17\|157.65\|3.37\|151.00\|159.99\|150.53\|144060;2026-06-18\|164.22\|4.17\|160.49\|172.77\|159.28\|191077;2026-06-22\|173.66\|5.75\|164.01\|175.50\|164.01\|171390;2026-06-23\|164.70\|-5.16\|173.66\|175.50\|164.22\|130301;2026-06-24\|159.14\|-3.38\|163.90\|166.52\|158.64\|154162;2026-06-25\|163.51\|2.75\|159.19\|167.99\|159.19\|147622;2026-06-26\|161.53\|-1.21\|163.00\|166.70\|160.03\|115972;2026-06-29\|150.69\|-6.71\|163.17\|165.63\|145.40\|268314;2026-06-30\|152.50\|1.20\|151.49\|156.98\|150.92\|147242;2026-07-01\|154.64\|1.40\|154.09\|162.48\|153.44\|138526;2026-07-02\|146.78\|-5.08\|146.39\|152.70\|144.73\|142228;2026-07-03\|161.46\|10.00\|146.00\|161.46\|146.00\|163289;2026-07-06\|171.11\|5.98\|164.88\|176.59\|161.88\|237108;2026-07-07\|168.81\|-1.34\|172.92\|174.77\|165.23\|149764;2026-07-08\|157.99\|-6.41\|169.00\|172.39\|157.86\|136691;2026-07-09\|168.00\|6.34\|161.86\|168.48\|158.58\|169005;2026-07-10\|151.20\|-10.00\|170.00\|170.00\|151.20\|197554;2026-07-13\|138.79\|-8.21\|147.93\|152.28\|136.90\|243661;2026-07-14\|144.74\|4.29\|138.09\|144.90\|136.07\|184149;2026-07-15\|134.55\|-7.04\|147.34\|147.70\|132.66\|218354;2026-07-16\|130.50\|-3.01\|133.74\|135.89\|128.68\|163329;2026-07-17\|117.45\|-10.00\|130.22\|130.44\|117.45\|283372;2026-07-20\|114.77\|-2.28\|120.00\|120.98\|110.25\|267268;2026-07-21\|126.01\|9.79\|116.00\|126.25\|105.00\|384398;2026-07-22\|122.83\|-2.52\|126.00\|129.20\|120.23\|198153;2026-07-23\|135.11\|10.00\|135.11\|135.11\|135.11\|29083;2026-07-24\|137.29\|1.61\|148.00\|148.00\|136.34\|429491;2026-07-27\|151.02\|10.00\|139.17\|151.02\|135.00\|306842;2026-07-28\|135.92\|-10.00\|144.00\|146.28\|135.92\|245056;2026-07-29\|139.70\|2.78\|136.56\|143.18\|134.00\|240303;2026-07-30\|125.73\|-10.00\|140.71\|142.00\|125.73\|255848;2026-07-31\|134.70\|7.13\|135.08\|138.30\|133.00\|284237;2026-08-03\|130.75\|-2.93\|134.00\|137.18\|128.64\|162959;2026-08-04\|141.82\|8.47\|133.00\|143.30\|131.80\|160616;2026-08-05\|148.99\|5.06\|138.00\|151.33\|137.87\|197077;2026-08-06\|144.57\|-2.97\|146.00\|151.97\|142.80\|164585;2026-08-07\|145.12\|0.38\|144.57\|147.76\|143.33\|123942;2026-08-10\|145.85\|0.50\|147.50\|153.63\|141.00\|121140;2026-08-11\|144.39\|-1.00\|142.85\|147.17\|141.99\|82466;2026-08-12\|140.80\|-2.49\|144.38\|146.35\|139.59\|149813;2026-08-13\|144.58\|2.68\|142.25\|147.51\|138.75\|205940;2026-08-14\|150.99\|4.43\|146.55\|154.45\|143.50\|278555;2026-08-17\|166.09\|10.00\|151.03\|166.09\|149.10\|210773;2026-08-18\|162.55\|-2.13\|168.98\|170.50\|160.00\|263683;2026-08-19\|150.50\|-7.41\|157.00\|161.50\|148.60\|248100;2026-08-20\|153.25\|1.83\|152.76\|155.45\|148.60\|171411;2026-08-21\|152.50\|-0.49\|152.47\|157.23\|150.58\|131317;2026-08-24\|142.48\|-6.57\|154.44\|154.44\|139.00\|171077;2026-08-25\|141.38\|-0.77\|139.86\|144.05\|138.50\|114250;2026-08-26\|137.50\|-2.74\|142.11\|143.77\|136.64\|125550;2026-08-27\|136.24\|-0.92\|134.19\|139.53\|131.19\|257520;2026-08-28\|130.92\|-3.90\|135.00\|135.00\|128.30\|235562;2026-08-31\|130.26\|-0.50\|130.96\|134.80\|126.72\|204319;2026-09-01\|127.50\|-2.12\|128.66\|130.02\|126.08\|125153;2026-09-02\|123.57\|-3.08\|126.88\|127.63\|123.01\|128872;2026-09-03\|123.94\|0.30\|125.08\|125.70\|122.10\|99646;2026-09-04\|125.42\|1.19\|126.98\|131.88\|124.30\|191575;2026-09-07\|125.36\|-0.05\|127.50\|127.70\|123.58\|215829;2026-09-08\|125.78\|0.34\|126.00\|131.88\|124.40\|225625;2026-09-09\|126.68\|0.72\|126.73\|130.38\|125.81\|126078
122858	美股CSP公司ROI表现亮眼	算力租赁+芯片设计+园林绿化 1、据2026年4月29日年报，2023年，公司正式切入算力服务赛道，至2025年，算力综合服务业务已发展成为公司核心主业。报告期内，该业务实现营业收入19,076.05万元，占公司总营业收入的99.71%，对公司整体业绩贡献显著。 2、据2026年4月29日年报，公司控股子公司苏州内夏专注显示驱动芯片设计，与下游面板厂建立战略合作，形成“园林绿化+算力综合服务+芯片设计”双主营格局。 3、据2026年4月29日年报，公司已完成GPU多节点低延迟互联技术封装并进入供应商交付阶段，提升算力集群效率与溢价水平。	公司战略转型为算力综合服务及显示驱动芯片业务，签订1.32亿元算力集群硬软件一体化合同	2026-04-30\|10.16\|13.27\|9.05\|10.45\|9.00\|367737;2026-05-06\|10.02\|-1.38\|10.20\|10.39\|9.98\|236776;2026-05-07\|10.61\|5.89\|10.20\|10.75\|10.05\|205476;2026-05-08\|11.18\|5.37\|10.73\|11.55\|10.50\|265525;2026-05-11\|13.33\|19.23\|11.39\|13.42\|11.34\|598998;2026-05-12\|13.25\|-0.60\|13.41\|13.65\|12.86\|383540;2026-05-13\|12.88\|-2.79\|13.20\|13.35\|12.68\|224105;2026-05-14\|13.16\|2.17\|13.22\|13.83\|12.80\|231799;2026-05-15\|13.42\|1.98\|13.05\|13.55\|12.96\|245875;2026-05-18\|13.51\|0.67\|12.75\|13.78\|12.75\|207164;2026-05-19\|14.26\|5.55\|13.66\|14.75\|13.61\|269012;2026-05-20\|14.07\|-1.33\|13.97\|14.16\|13.20\|211962;2026-05-21\|13.33\|-5.26\|14.08\|14.28\|13.30\|240486;2026-05-22\|13.46\|0.98\|13.50\|14.19\|13.43\|265963;2026-05-25\|12.78\|-5.05\|13.70\|14.54\|12.42\|437882;2026-05-26\|12.18\|-4.69\|12.65\|13.00\|12.03\|215121;2026-05-27\|11.38\|-6.57\|12.23\|12.23\|11.27\|209314;2026-05-28\|11.25\|-1.14\|11.38\|11.54\|11.10\|116328;2026-05-29\|10.56\|-6.13\|11.14\|11.29\|10.42\|177240;2026-06-01\|10.70\|1.33\|10.62\|11.35\|10.42\|216221;2026-06-02\|10.58\|-1.12\|10.67\|10.89\|10.10\|182079;2026-06-03\|10.60\|0.19\|10.59\|11.10\|10.40\|153522;2026-06-04\|9.84\|-7.17\|10.50\|10.80\|9.79\|230077;2026-06-05\|9.86\|0.20\|9.87\|10.09\|9.51\|174650;2026-06-08\|9.46\|-4.06\|9.58\|10.05\|9.36\|128400;2026-06-09\|9.78\|3.38\|9.63\|9.90\|9.23\|225409;2026-06-10\|9.84\|0.61\|9.86\|10.24\|9.50\|189384;2026-06-11\|9.34\|-5.08\|9.79\|10.13\|9.29\|172783;2026-06-12\|9.61\|2.89\|9.67\|9.75\|9.37\|149394;2026-06-15\|9.80\|1.98\|9.75\|10.24\|9.54\|197037;2026-06-16\|9.80\|0.00\|9.77\|9.90\|9.62\|134889;2026-06-17\|9.58\|-2.24\|9.72\|9.84\|9.50\|111413;2026-06-18\|9.52\|-0.63\|9.68\|9.85\|9.38\|109571;2026-06-22\|9.19\|-3.47\|9.58\|9.61\|8.98\|163718;2026-06-23\|9.47\|3.05\|9.07\|9.78\|9.03\|175362;2026-06-24\|9.19\|-2.96\|9.39\|9.48\|8.98\|107985;2026-06-25\|9.05\|-1.52\|9.19\|9.21\|8.90\|114018;2026-06-26\|8.70\|-3.87\|8.99\|9.00\|8.60\|100720;2026-06-29\|8.40\|-3.45\|8.65\|9.12\|8.28\|116560;2026-06-30\|8.49\|1.07\|8.40\|8.65\|8.24\|99077;2026-07-01\|8.75\|3.06\|8.50\|8.85\|8.48\|97787;2026-07-02\|8.85\|1.14\|8.70\|8.99\|8.61\|101436;2026-07-03\|9.33\|5.42\|8.99\|10.52\|8.90\|379265;2026-07-06\|10.05\|7.72\|9.20\|10.36\|9.19\|447525;2026-07-07\|9.67\|-3.78\|10.11\|10.48\|9.38\|301304;2026-07-08\|9.26\|-4.24\|9.83\|9.87\|9.15\|183206;2026-07-09\|9.11\|-1.62\|9.23\|9.24\|8.79\|152251;2026-07-10\|8.97\|-1.54\|9.16\|9.37\|8.96\|118500;2026-07-13\|8.16\|-9.03\|8.88\|8.92\|8.12\|125608;2026-07-14\|8.37\|2.57\|8.25\|8.44\|8.04\|110599;2026-07-15\|8.30\|-0.84\|8.30\|8.65\|8.17\|98346;2026-07-16\|8.60\|3.61\|8.20\|8.84\|8.19\|118254;2026-07-17\|7.83\|-8.95\|8.60\|8.65\|7.68\|154737;2026-07-20\|7.32\|-6.51\|7.85\|8.05\|7.22\|107871;2026-07-21\|7.36\|0.55\|7.39\|7.43\|6.42\|147466;2026-07-22\|7.17\|-2.58\|7.24\|7.48\|7.13\|77250;2026-07-23\|7.35\|2.51\|7.17\|7.38\|7.12\|66043;2026-07-24\|7.22\|-1.77\|7.25\|7.30\|7.02\|53510;2026-07-27\|7.94\|9.97\|7.15\|7.99\|7.10\|137807;2026-07-28\|8.06\|1.51\|7.90\|8.30\|7.80\|88469;2026-07-29\|7.88\|-2.23\|8.08\|8.28\|7.79\|87496;2026-07-30\|7.43\|-5.71\|7.78\|7.98\|7.42\|104369;2026-07-31\|7.75\|4.31\|7.70\|7.92\|7.70\|81235;2026-08-03\|8.04\|3.74\|7.76\|8.08\|7.74\|104503;2026-08-04\|8.84\|9.95\|8.08\|8.99\|8.05\|158189;2026-08-05\|8.87\|0.34\|8.97\|9.32\|8.78\|129315;2026-08-06\|8.88\|0.11\|8.87\|9.09\|8.72\|74259;2026-08-07\|8.88\|0.00\|8.93\|9.04\|8.40\|100860;2026-08-10\|9.04\|1.80\|9.06\|9.15\|8.71\|63407;2026-08-11\|9.11\|0.77\|8.98\|9.21\|8.82\|78306;2026-08-12\|9.09\|-0.22\|9.08\|9.20\|9.06\|52945;2026-08-13\|8.88\|-2.31\|9.12\|9.21\|8.88\|73315;2026-08-14\|8.82\|-0.68\|8.90\|8.95\|8.64\|93317;2026-08-17\|8.99\|1.93\|8.90\|9.02\|8.73\|79824;2026-08-18\|9.45\|5.12\|9.00\|9.60\|8.95\|182078;2026-08-19\|8.86\|-6.24\|9.30\|9.30\|8.84\|141102;2026-08-20\|8.80\|-0.68\|8.94\|9.05\|8.75\|69385;2026-08-21\|8.92\|1.36\|8.81\|8.96\|8.63\|55844;2026-08-24\|8.80\|-1.35\|8.94\|8.94\|8.59\|69979;2026-08-25\|9.01\|2.39\|8.80\|9.08\|8.61\|74438;2026-08-26\|9.08\|0.78\|9.01\|9.19\|8.98\|53719;2026-08-27\|9.17\|0.99\|9.10\|9.37\|9.01\|102184;2026-08-28\|9.06\|-1.20\|9.19\|9.35\|9.05\|60102;2026-08-31\|8.96\|-1.10\|8.95\|9.07\|8.80\|66068;2026-09-01\|8.89\|-0.78\|8.96\|9.15\|8.85\|60583;2026-09-02\|9.23\|3.82\|8.81\|9.26\|8.80\|100021;2026-09-03\|9.16\|-0.76\|9.35\|9.59\|9.10\|96319;2026-09-04\|9.15\|-0.11\|9.16\|9.35\|9.06\|92097;2026-09-07\|9.28\|1.42\|9.18\|9.44\|9.09\|71727;2026-09-08\|8.93\|-3.77\|9.28\|9.30\|8.83\|94996;2026-09-09\|8.93\|0.00\|8.86\|9.05\|8.86\|26193
122857	美股CSP公司ROI表现亮眼	OpenClaw+AI算力+云计算+回购完成 1、据2026年3月2日互动易，公司于1月下旬率先推出了部署Openclaw(Clawdbot)的相关镜像，为行业内率先实现云端部署的厂商，相关服务目前已上线美国、新加坡、日本等多个海外节点，助力用户快速构建“7×24小时个人AI超级助手”。近期公司进一步推出开箱即用的 OpenClaw 轻量应用云主机。 2、据2026年3月2日互动易，公司1-2月完成巴西圣保罗、越南胡志明GPU集群上线，持续扩建海外智算节点，满足全球算力需求。 3、据2026年2月11日公司公告，因全球供应链波动加剧、核心硬件采购等基础设施成本显著上涨，经评估决定自2026年3月1日起，对所有续签及新签用户的全线云产品与服务实施价格上浮调整。 4、据2026年3月5日公告，公司回购计划实施完毕，累计回购31.91万股，占总股本0.0699%，支付金额999.95万元。	1、公司是国内领先的中立第三方云计算服务商，自主研发并提供计算、网络、存储等IaaS和基础PaaS产品，以及大数据、人工智能等产品，通过公有云、私有云、混合云三种模式为用户提供服务； 2、公司于1月下旬推出了部署Openclaw的相关镜像	2026-04-30\|45.03\|-1.70\|45.80\|46.62\|44.00\|351327;2026-05-06\|50.27\|11.64\|46.60\|52.48\|46.56\|681428;2026-05-07\|52.76\|4.95\|50.30\|52.86\|49.95\|512369;2026-05-08\|51.25\|-2.86\|51.88\|52.68\|51.06\|392424;2026-05-11\|50.40\|-1.66\|52.58\|52.90\|49.51\|469846;2026-05-12\|48.61\|-3.55\|50.02\|50.40\|48.21\|392865;2026-05-13\|50.87\|4.65\|47.89\|51.41\|47.50\|519217;2026-05-14\|47.80\|-6.04\|52.50\|52.88\|47.77\|524020;2026-05-15\|46.60\|-2.51\|47.50\|49.48\|45.80\|456075;2026-05-18\|47.23\|1.35\|47.20\|49.90\|46.69\|476252;2026-05-19\|48.69\|3.09\|46.50\|48.90\|45.40\|445350;2026-05-20\|47.89\|-1.64\|48.00\|48.69\|46.80\|336985;2026-05-21\|43.44\|-9.29\|48.44\|48.45\|43.01\|530140;2026-05-22\|45.10\|3.82\|43.81\|45.15\|43.03\|347738;2026-05-25\|44.16\|-2.08\|44.50\|45.00\|41.76\|480262;2026-05-26\|41.70\|-5.57\|43.60\|43.60\|40.86\|349770;2026-05-27\|40.28\|-3.41\|41.80\|42.18\|39.83\|275707;2026-05-28\|40.75\|1.17\|41.26\|41.40\|39.00\|262077;2026-05-29\|38.68\|-5.08\|41.00\|41.25\|38.41\|266383;2026-06-01\|38.74\|0.16\|39.00\|40.29\|38.44\|239054;2026-06-02\|38.98\|0.62\|39.55\|39.78\|37.39\|242394;2026-06-03\|38.60\|-0.97\|38.80\|39.89\|38.25\|264537;2026-06-04\|38.70\|0.26\|38.23\|38.87\|37.51\|229876;2026-06-05\|37.28\|-3.67\|38.48\|38.49\|36.80\|254872;2026-06-08\|35.55\|-4.64\|35.91\|36.97\|34.90\|228453;2026-06-09\|36.11\|1.58\|35.99\|36.34\|35.30\|169420;2026-06-10\|35.74\|-1.02\|36.00\|37.43\|35.22\|235303;2026-06-11\|34.58\|-3.25\|35.38\|35.51\|34.20\|207401;2026-06-12\|35.00\|1.21\|35.18\|36.23\|35.00\|214213;2026-06-15\|36.86\|5.31\|35.75\|37.05\|35.40\|233196;2026-06-16\|35.83\|-2.79\|36.06\|36.60\|35.54\|262880;2026-06-17\|37.20\|3.82\|35.83\|37.62\|35.66\|321003;2026-06-18\|38.63\|3.84\|37.35\|38.80\|37.07\|368699;2026-06-22\|39.77\|2.95\|38.88\|39.84\|38.00\|416340;2026-06-23\|37.45\|-5.83\|40.00\|40.00\|37.01\|317633;2026-06-24\|38.85\|3.74\|37.35\|39.19\|36.50\|303505;2026-06-25\|36.83\|-5.20\|38.60\|38.69\|36.66\|302105;2026-06-26\|34.01\|-7.66\|36.88\|36.88\|34.00\|301218;2026-06-29\|33.01\|-2.94\|34.06\|34.26\|32.70\|238164;2026-06-30\|36.76\|11.36\|33.09\|37.57\|33.09\|340700;2026-07-01\|36.81\|0.14\|36.95\|37.99\|36.31\|300596;2026-07-02\|35.83\|-2.66\|36.00\|37.65\|35.60\|243702;2026-07-03\|35.05\|-2.18\|35.80\|36.49\|35.00\|202129;2026-07-06\|33.60\|-4.14\|34.88\|35.12\|33.50\|186668;2026-07-07\|32.40\|-3.57\|33.82\|34.15\|32.16\|171050;2026-07-08\|34.83\|7.50\|32.86\|36.00\|32.85\|352957;2026-07-09\|36.90\|5.94\|34.60\|36.98\|34.01\|387178;2026-07-10\|37.19\|0.79\|36.30\|39.27\|36.30\|401676;2026-07-13\|35.65\|-4.14\|37.00\|37.95\|35.45\|277720;2026-07-14\|34.27\|-3.87\|35.68\|36.21\|32.50\|281135;2026-07-15\|33.85\|-1.23\|34.11\|35.14\|33.33\|177829;2026-07-16\|33.91\|0.18\|33.61\|35.18\|32.96\|230331;2026-07-17\|29.99\|-11.56\|33.90\|33.99\|29.92\|311531;2026-07-20\|30.61\|2.07\|31.01\|32.46\|29.30\|279078;2026-07-21\|31.55\|3.07\|30.75\|31.67\|28.37\|273703;2026-07-22\|31.18\|-1.17\|31.54\|32.77\|31.02\|247683;2026-07-23\|30.37\|-2.60\|31.00\|32.02\|30.23\|191937;2026-07-24\|29.27\|-3.62\|29.69\|30.17\|29.12\|151340;2026-07-27\|29.93\|2.25\|29.03\|29.95\|28.78\|135441;2026-07-28\|28.56\|-4.58\|29.44\|29.68\|28.44\|170288;2026-07-29\|27.93\|-2.21\|28.59\|28.73\|26.87\|214722;2026-07-30\|26.58\|-4.83\|27.66\|28.25\|26.40\|166607;2026-07-31\|30.77\|15.76\|28.50\|31.90\|28.28\|438835;2026-08-03\|31.43\|2.14\|31.55\|32.63\|31.20\|336719;2026-08-04\|35.20\|11.99\|33.00\|35.85\|32.91\|538241;2026-08-05\|35.35\|0.43\|34.27\|35.79\|34.10\|406672;2026-08-06\|35.24\|-0.31\|34.51\|36.22\|34.51\|334820;2026-08-07\|35.44\|0.57\|35.30\|36.00\|34.06\|289498;2026-08-10\|34.03\|-3.98\|35.30\|35.30\|33.66\|268193;2026-08-11\|35.06\|3.03\|34.58\|35.70\|33.32\|315612;2026-08-12\|34.62\|-1.25\|36.90\|37.37\|34.54\|401631;2026-08-13\|34.40\|-0.64\|35.97\|36.20\|34.39\|351766;2026-08-14\|35.62\|3.55\|34.58\|36.18\|33.88\|387608;2026-08-17\|36.34\|2.02\|35.39\|36.40\|34.50\|374350;2026-08-18\|35.00\|-3.69\|35.80\|35.80\|34.57\|278966;2026-08-19\|32.50\|-7.14\|33.98\|34.14\|32.36\|244544;2026-08-20\|32.36\|-0.43\|32.97\|33.02\|32.08\|161281;2026-08-21\|32.63\|0.83\|32.10\|32.73\|31.42\|142640;2026-08-24\|30.00\|-8.06\|32.58\|32.58\|29.54\|257407;2026-08-25\|29.75\|-0.83\|29.30\|30.03\|28.80\|143784;2026-08-26\|29.37\|-1.28\|29.98\|29.98\|29.23\|111971;2026-08-27\|30.24\|2.96\|29.66\|30.31\|29.53\|147950;2026-08-28\|29.95\|-0.96\|30.30\|31.22\|29.95\|172544;2026-08-31\|31.06\|3.71\|29.30\|31.12\|29.14\|168440;2026-09-01\|30.90\|-0.52\|31.15\|31.76\|30.45\|155224;2026-09-02\|30.54\|-1.17\|30.60\|30.89\|29.98\|126814;2026-09-03\|30.23\|-1.02\|30.57\|30.85\|29.92\|126774;2026-09-04\|29.84\|-1.29\|30.98\|31.33\|29.64\|168633;2026-09-07\|29.94\|0.34\|30.20\|30.23\|29.65\|111683;2026-09-08\|29.46\|-1.60\|29.82\|30.40\|29.32\|11249206;2026-09-09\|29.52\|0.20\|29.80\|30.19\|29.36\|6126330
122856	美股CSP公司ROI表现亮眼	AI算力+大额采购+安保机器人行业原因： 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2026年1月9日公告，公告称，为推进公司人工智能战略发展和业务转型，拟向多家供应商采购IT设备及零配件总金额不超过40亿元。公司购买IT设备及零配件主要用于公司云计算业务，以及相关技术产品研发，本次交易不涉及人员安置、土地租赁、债务重组等情况，交易完成后不会产生关联交易。 2、据2025年9月21日机构调研，公司“AI+云计算”业务已签3.59亿元智算服务订单，2025H1收入超3000万元，全年有望延续高增。 3、据2025年9月19日互动易，公司电磁巡防机器狗、无人机等安保机器人系列在公共安全展获公安及安保单位商机，正跟进订单。	公司宣布将投入不超过40亿元用于采购IT设备及零部件，并向全资子公司增资1.7亿元，以加速推进“AI+云计算”业务战略布局	2026-04-30\|85.20\|0.02\|85.68\|91.57\|85.20\|110474;2026-05-06\|88.04\|3.33\|89.00\|92.28\|87.19\|116456;2026-05-07\|93.65\|6.37\|89.00\|95.58\|85.34\|125873;2026-05-08\|92.45\|-1.28\|93.33\|96.60\|91.04\|105542;2026-05-11\|90.87\|-1.71\|90.79\|92.23\|87.30\|93015;2026-05-12\|87.26\|-3.97\|91.04\|91.09\|86.48\|81906;2026-05-13\|95.26\|9.17\|85.96\|98.47\|85.00\|104758;2026-05-14\|89.33\|-6.23\|96.14\|97.35\|89.33\|85095;2026-05-15\|85.70\|-4.06\|88.42\|89.27\|84.66\|81045;2026-05-18\|88.71\|3.51\|86.05\|90.21\|85.99\|75364;2026-05-19\|90.33\|1.83\|88.71\|92.66\|88.60\|65764;2026-05-20\|89.32\|-1.12\|90.00\|91.63\|88.46\|57780;2026-05-21\|83.27\|-6.77\|89.41\|90.89\|83.00\|66398;2026-05-22\|82.74\|-0.64\|83.98\|84.99\|81.50\|61770;2026-05-25\|84.01\|1.53\|83.50\|85.69\|79.50\|88126;2026-05-26\|80.78\|-3.84\|84.98\|84.98\|79.95\|66976;2026-05-27\|77.08\|-4.58\|81.00\|81.00\|75.98\|75739;2026-05-28\|78.00\|1.19\|76.81\|78.49\|75.68\|44203;2026-05-29\|79.99\|2.55\|80.00\|87.87\|79.32\|93583;2026-06-01\|76.08\|-4.89\|81.42\|82.50\|76.02\|69720;2026-06-02\|74.90\|-1.55\|76.88\|76.92\|72.57\|55110;2026-06-03\|74.76\|-0.19\|74.37\|77.26\|73.90\|50513;2026-06-04\|73.86\|-1.20\|74.00\|75.68\|72.58\|32595;2026-06-05\|71.82\|-2.76\|73.81\|73.82\|71.00\|42612;2026-06-08\|70.00\|-2.53\|70.01\|72.97\|68.68\|52103;2026-06-09\|74.66\|6.66\|71.17\|75.60\|70.00\|62408;2026-06-10\|71.39\|-4.38\|74.00\|74.19\|70.50\|45744;2026-06-11\|67.64\|-5.25\|71.00\|71.50\|67.10\|48189;2026-06-12\|67.11\|-0.78\|69.69\|71.00\|66.91\|46517;2026-06-15\|71.94\|7.20\|67.78\|72.98\|67.78\|59022;2026-06-16\|72.27\|0.46\|72.56\|73.73\|71.05\|44949;2026-06-17\|73.29\|1.41\|71.28\|77.00\|71.28\|67291;2026-06-18\|73.33\|0.05\|73.47\|75.22\|72.71\|58504;2026-06-22\|75.87\|3.46\|76.80\|77.50\|72.67\|72805;2026-06-23\|73.81\|-2.72\|77.10\|78.83\|73.08\|72690;2026-06-24\|81.24\|10.07\|73.08\|83.31\|70.77\|120047;2026-06-25\|86.69\|6.71\|82.20\|90.00\|78.69\|144142;2026-06-26\|77.27\|-10.87\|85.00\|86.36\|77.20\|103315;2026-06-29\|73.79\|-4.50\|76.00\|78.60\|69.47\|94496;2026-06-30\|83.93\|13.74\|74.52\|88.50\|74.52\|176185;2026-07-01\|84.58\|0.77\|86.20\|89.49\|84.00\|113185;2026-07-02\|79.57\|-5.92\|81.09\|83.02\|78.30\|88010;2026-07-03\|77.58\|-2.50\|81.00\|81.36\|76.66\|60650;2026-07-06\|77.22\|-0.46\|79.42\|81.18\|76.03\|69470;2026-07-07\|75.00\|-2.87\|78.00\|79.99\|72.93\|63866;2026-07-08\|73.03\|-2.63\|76.00\|76.65\|71.00\|54991;2026-07-09\|76.88\|5.27\|73.15\|77.36\|70.97\|62039;2026-07-10\|78.82\|2.52\|78.00\|85.90\|77.00\|94666;2026-07-13\|74.68\|-5.25\|77.03\|79.08\|73.80\|69886;2026-07-14\|73.95\|-0.98\|74.51\|76.01\|59.81\|65066;2026-07-15\|74.29\|0.46\|75.34\|76.80\|73.09\|58992;2026-07-16\|72.06\|-3.00\|73.12\|75.75\|70.03\|50169;2026-07-17\|61.28\|-14.96\|72.00\|72.00\|60.01\|82304;2026-07-20\|55.56\|-9.33\|63.68\|64.30\|53.10\|105691;2026-07-21\|57.80\|4.03\|60.00\|61.10\|48.12\|119049;2026-07-22\|56.77\|-1.78\|57.00\|61.40\|56.25\|88842;2026-07-23\|55.81\|-1.69\|56.32\|58.74\|54.50\|56639;2026-07-24\|54.12\|-3.03\|55.00\|55.69\|52.60\|43531;2026-07-27\|59.05\|9.11\|53.83\|59.08\|52.20\|56539;2026-07-28\|55.27\|-6.40\|57.00\|59.02\|54.88\|47575;2026-07-29\|52.57\|-4.89\|55.50\|56.43\|50.98\|54871;2026-07-30\|48.50\|-7.74\|52.00\|52.71\|48.18\|57862;2026-07-31\|52.54\|8.33\|52.71\|54.41\|50.92\|65233;2026-08-03\|50.87\|-3.18\|53.86\|54.01\|50.31\|45990;2026-08-04\|57.00\|12.05\|52.00\|58.09\|51.02\|86785;2026-08-05\|62.65\|9.91\|56.55\|64.80\|55.88\|101216;2026-08-06\|62.33\|-0.51\|60.75\|63.90\|60.65\|74597;2026-08-07\|63.51\|1.89\|63.57\|64.99\|61.07\|62735;2026-08-10\|61.09\|-3.81\|64.65\|65.51\|60.02\|57468;2026-08-11\|60.94\|-0.25\|60.50\|61.80\|58.69\|41739;2026-08-12\|64.68\|6.14\|62.65\|65.20\|61.20\|76502;2026-08-13\|64.66\|-0.03\|70.27\|72.12\|64.60\|95320;2026-08-14\|66.72\|3.19\|65.29\|67.77\|64.70\|76872;2026-08-17\|67.75\|1.54\|66.74\|68.80\|64.62\|64534;2026-08-18\|66.34\|-2.08\|67.00\|68.68\|64.52\|58744;2026-08-19\|59.31\|-10.60\|64.05\|65.29\|58.71\|70465;2026-08-20\|61.89\|4.35\|60.08\|63.19\|58.18\|57207;2026-08-21\|61.45\|-0.71\|61.95\|62.28\|59.81\|35244;2026-08-24\|59.49\|-3.19\|61.46\|61.70\|57.00\|53974;2026-08-25\|60.35\|1.45\|58.21\|60.66\|57.26\|40694;2026-08-26\|59.17\|-1.96\|61.19\|61.19\|57.10\|45680;2026-08-27\|59.89\|1.22\|59.62\|60.93\|58.70\|40773;2026-08-28\|57.10\|-4.66\|59.88\|60.63\|57.07\|40664;2026-08-31\|59.75\|4.64\|56.06\|59.98\|55.72\|56465;2026-09-01\|57.81\|-3.25\|59.80\|60.00\|57.43\|40394;2026-09-02\|56.88\|-1.61\|56.77\|57.80\|55.55\|30242;2026-09-03\|57.39\|0.90\|57.34\|58.50\|56.32\|26997;2026-09-04\|56.00\|-2.42\|58.00\|58.60\|55.50\|34710;2026-09-07\|58.14\|3.82\|56.15\|58.17\|55.66\|35220;2026-09-08\|56.60\|-2.65\|57.83\|58.86\|56.24\|36551;2026-09-09\|56.18\|-0.74\|56.49\|57.24\|55.91\|12180
122855	美股CSP公司ROI表现亮眼		公司主要依托公共云或私有云进行算力支撑，“零点楷模”大模型基于GLM基础大模型，通过输入多元语料库，对开源大模型的反馈进行强化学习与多阶段改造、调参，再以知识智谱、业务模型等多元技术干预，对输入的信息进行精细化定制	2026-04-30\|70.02\|3.23\|67.47\|71.80\|67.47\|17997;2026-05-06\|73.50\|4.97\|71.28\|74.11\|69.58\|31539;2026-05-07\|83.68\|13.85\|73.96\|84.16\|73.66\|36332;2026-05-08\|83.65\|-0.04\|82.50\|84.75\|81.00\|27147;2026-05-11\|85.81\|2.58\|84.61\|87.60\|83.03\|25732;2026-05-12\|85.52\|-0.34\|85.46\|87.83\|82.14\|24761;2026-05-13\|88.00\|2.90\|86.46\|89.14\|84.67\|22697;2026-05-14\|89.60\|1.82\|88.51\|91.48\|87.60\|27169;2026-05-15\|92.66\|3.42\|89.85\|94.33\|88.11\|27273;2026-05-18\|95.39\|2.95\|90.83\|96.07\|89.00\|31478;2026-05-19\|95.00\|-0.41\|95.50\|96.01\|91.16\|25741;2026-05-20\|94.80\|-0.21\|94.52\|97.86\|93.50\|24638;2026-05-21\|91.96\|-3.00\|96.69\|99.50\|90.00\|28293;2026-05-22\|90.79\|-1.27\|93.37\|94.28\|87.75\|30240;2026-05-25\|91.78\|1.09\|90.79\|92.76\|88.00\|25203;2026-05-26\|90.89\|-0.97\|91.72\|91.79\|87.69\|18999;2026-05-27\|86.75\|-4.55\|90.87\|91.79\|86.54\|15570;2026-05-28\|86.72\|-0.03\|86.75\|87.90\|84.84\|14133;2026-05-29\|80.88\|-6.73\|88.14\|88.88\|80.01\|23347;2026-06-01\|79.88\|-1.24\|80.81\|82.88\|79.25\|17122;2026-06-02\|79.11\|-0.96\|79.15\|80.87\|75.79\|13745;2026-06-03\|78.04\|-1.35\|79.12\|81.06\|77.00\|13409;2026-06-04\|78.40\|0.46\|77.79\|78.99\|76.50\|11559;2026-06-05\|78.56\|0.20\|78.55\|79.64\|75.00\|13071;2026-06-08\|75.00\|-4.53\|75.02\|77.60\|73.85\|13639;2026-06-09\|77.50\|3.33\|76.50\|77.99\|74.55\|14864;2026-06-10\|74.54\|-3.82\|76.80\|77.20\|73.60\|15122;2026-06-11\|73.63\|-1.22\|73.90\|75.36\|72.01\|13118;2026-06-12\|73.81\|0.24\|74.35\|75.96\|73.10\|13007;2026-06-15\|74.26\|0.61\|73.44\|74.78\|73.00\|13619;2026-06-16\|78.99\|6.37\|74.60\|79.45\|73.86\|19483;2026-06-17\|79.15\|0.20\|78.85\|82.50\|77.72\|24241;2026-06-18\|78.60\|-0.69\|79.11\|81.43\|78.59\|16273;2026-06-22\|78.59\|-0.01\|78.65\|79.89\|75.10\|18369;2026-06-23\|74.74\|-4.90\|78.35\|79.22\|73.34\|15724;2026-06-24\|76.29\|2.07\|73.79\|78.47\|72.20\|18030;2026-06-25\|75.00\|-1.69\|75.75\|80.23\|73.59\|19501;2026-06-26\|72.21\|-3.72\|73.88\|75.05\|71.50\|15007;2026-06-29\|70.97\|-1.72\|72.77\|74.27\|69.03\|20307;2026-06-30\|70.66\|-0.44\|71.00\|72.69\|70.25\|10382;2026-07-01\|71.13\|0.67\|72.00\|73.50\|70.29\|12509;2026-07-02\|71.94\|1.14\|71.80\|75.75\|69.76\|17862;2026-07-03\|69.99\|-2.71\|72.00\|72.81\|69.83\|11388;2026-07-06\|69.61\|-0.54\|71.00\|71.00\|66.00\|13870;2026-07-07\|65.48\|-5.93\|68.30\|69.27\|65.28\|11832;2026-07-08\|65.24\|-0.37\|65.51\|66.80\|63.35\|11344;2026-07-09\|64.57\|-1.03\|65.83\|66.83\|62.50\|12843;2026-07-10\|63.17\|-2.17\|65.05\|66.79\|63.07\|11456;2026-07-13\|56.60\|-10.40\|64.54\|64.54\|51.15\|25069;2026-07-14\|57.50\|1.59\|56.29\|57.60\|54.60\|18698;2026-07-15\|56.84\|-1.15\|57.76\|58.88\|56.20\|10980;2026-07-16\|55.26\|-2.78\|56.13\|57.66\|54.61\|13134;2026-07-17\|50.44\|-8.72\|55.25\|55.65\|49.80\|17485;2026-07-20\|46.07\|-8.66\|51.45\|52.97\|45.57\|22600;2026-07-21\|47.83\|3.82\|46.99\|47.91\|41.40\|25472;2026-07-22\|46.47\|-2.84\|48.02\|49.48\|46.06\|16930;2026-07-23\|48.81\|5.04\|46.02\|50.44\|46.02\|18629;2026-07-24\|46.70\|-4.32\|47.84\|48.78\|46.00\|16611;2026-07-27\|47.53\|1.78\|46.70\|48.50\|46.11\|13299;2026-07-28\|46.11\|-2.99\|48.00\|48.12\|45.90\|10790;2026-07-29\|45.15\|-2.08\|46.20\|46.90\|44.00\|11543;2026-07-30\|40.19\|-10.99\|44.75\|45.97\|39.80\|23324;2026-07-31\|43.61\|8.51\|42.08\|44.94\|41.99\|26158;2026-08-03\|44.52\|2.09\|43.27\|44.90\|42.56\|17910;2026-08-04\|50.75\|13.99\|45.40\|51.48\|44.30\|33490;2026-08-05\|54.09\|6.58\|51.50\|55.29\|50.50\|33741;2026-08-06\|55.57\|2.74\|54.45\|56.18\|53.18\|32679;2026-08-07\|55.68\|0.20\|56.16\|56.16\|52.01\|24309;2026-08-10\|53.13\|-4.58\|55.86\|57.38\|52.88\|23334;2026-08-11\|51.42\|-3.22\|53.00\|53.00\|51.00\|19257;2026-08-12\|53.22\|3.50\|51.03\|53.30\|50.43\|16560;2026-08-13\|52.74\|-0.90\|53.98\|55.20\|52.59\|17108;2026-08-14\|52.99\|0.47\|53.68\|54.21\|51.88\|9997;2026-08-17\|55.02\|3.83\|53.43\|55.37\|52.99\|14264;2026-08-18\|55.10\|0.15\|55.02\|55.76\|53.00\|21041;2026-08-19\|50.55\|-8.26\|53.96\|54.22\|50.50\|16780;2026-08-20\|51.59\|2.06\|51.56\|52.30\|50.38\|12248;2026-08-21\|52.02\|0.83\|51.59\|52.44\|49.93\|10072;2026-08-24\|50.75\|-2.44\|52.20\|52.20\|49.61\|10998;2026-08-25\|51.07\|0.63\|50.75\|51.57\|49.13\|7056;2026-08-26\|49.98\|-2.13\|51.25\|51.44\|49.61\|10448;2026-08-27\|55.44\|10.92\|49.75\|55.50\|49.75\|25294;2026-08-28\|53.93\|-2.72\|55.44\|56.18\|53.80\|23951;2026-08-31\|55.29\|2.52\|52.76\|56.00\|52.35\|18252;2026-09-01\|54.85\|-0.80\|55.10\|56.09\|53.40\|17589;2026-09-02\|54.94\|0.16\|54.00\|55.27\|53.30\|13690;2026-09-03\|55.11\|0.31\|55.28\|56.08\|54.55\|13792;2026-09-04\|54.38\|-1.32\|55.26\|57.56\|54.00\|21206;2026-09-07\|56.80\|4.45\|54.40\|56.82\|54.01\|16979;2026-09-08\|58.07\|2.24\|57.38\|59.28\|56.05\|19428;2026-09-09\|57.62\|-0.77\|58.08\|58.93\|57.16\|9395
122854	美股CSP公司ROI表现亮眼	一季报预增+算力租赁+光模块行业原因： SemiAnalysis数据显示，算力租赁价格呈现上涨趋势。截至2026年4月，海外H100租赁价格5个月内上涨40%，行业高景气度源于下游算力需求爆发与高端芯片供给偏紧的供需错配。公司原因： 1、据2026年4月13日公告，公司预计2026年第一季度归母净利润6.5亿元至8.5亿元，同比增长284.14%至402.33%，主要因智能算力产品及服务业务迎来大幅增长，前期布局的多个算力集群项目陆续完成交付并进入计费阶段。 2、据2026年4月11日公告，公司拟使用5.1亿元增资取得光为科技广州有限公司51%股权，以进入光芯片、光模块赛道，完善“智能终端+云算力+光器件”全产业链布局。 3、据2026年3月17日披露的2025年年报，公司2025年营收122.36亿元、净利11.64亿元，分别同比增长65.13%、68.32%，其中智能算力产品及服务收入27.61亿元，同比增长1727.17%。	公司为英伟达云合作伙伴（NCP），在北京、上海、乌兰察布、廊坊、中卫、广州、深圳、宁波等多地部署并运营算力中心，为客户提供以高端算力为基础的云算力租赁业务。	2026-04-30\|259.70\|-4.44\|267.55\|270.00\|258.79\|290565;2026-05-06\|281.41\|8.36\|266.20\|294.84\|264.16\|349691;2026-05-07\|284.99\|1.27\|284.65\|289.41\|274.80\|291676;2026-05-08\|284.50\|-0.17\|277.30\|293.98\|276.19\|250206;2026-05-11\|283.94\|-0.20\|289.00\|289.98\|269.48\|286102;2026-05-12\|270.57\|-4.71\|282.28\|289.20\|267.80\|296103;2026-05-13\|300.99\|11.24\|266.00\|301.90\|266.00\|365860;2026-05-14\|288.03\|-4.31\|306.00\|308.00\|287.68\|257961;2026-05-15\|274.01\|-4.87\|286.00\|293.00\|270.40\|269363;2026-05-18\|272.10\|-0.70\|274.41\|278.99\|269.99\|201384;2026-05-19\|270.49\|-0.59\|270.50\|273.88\|259.00\|211171;2026-05-20\|272.84\|0.87\|268.00\|280.00\|267.00\|195080;2026-05-21\|258.00\|-5.44\|275.88\|277.00\|256.96\|233405;2026-05-22\|272.00\|5.43\|265.00\|272.60\|257.11\|215711;2026-05-25\|267.03\|-1.83\|270.00\|274.00\|256.23\|258408;2026-05-26\|258.01\|-3.38\|265.10\|266.18\|251.41\|237519;2026-05-27\|246.02\|-4.65\|260.84\|261.98\|243.08\|237190;2026-05-28\|252.30\|2.55\|250.94\|253.52\|243.67\|175755;2026-05-29\|239.65\|-5.01\|254.90\|255.90\|235.01\|197424;2026-06-01\|236.46\|-1.33\|239.63\|251.38\|235.25\|209302;2026-06-02\|235.53\|-0.39\|241.19\|242.68\|226.80\|198401;2026-06-03\|240.00\|1.90\|235.54\|248.44\|233.13\|211731;2026-06-04\|244.34\|1.81\|235.00\|245.84\|235.00\|166781;2026-06-05\|228.47\|-6.50\|238.00\|239.91\|226.71\|222129;2026-06-08\|213.30\|-6.64\|216.24\|221.63\|209.00\|221394;2026-06-09\|221.50\|3.84\|220.00\|222.28\|213.01\|162223;2026-06-10\|222.22\|0.33\|220.00\|226.36\|218.25\|155042;2026-06-11\|218.44\|-1.70\|221.00\|225.22\|215.60\|139773;2026-06-12\|223.70\|2.41\|223.50\|232.50\|219.00\|247422;2026-06-15\|241.00\|7.73\|228.80\|241.50\|228.01\|269996;2026-06-16\|237.50\|-1.45\|241.01\|242.00\|232.35\|261721;2026-06-17\|266.99\|12.42\|239.52\|267.00\|237.50\|358866;2026-06-18\|277.76\|4.03\|268.00\|282.58\|267.50\|317353;2026-06-22\|316.81\|14.06\|283.31\|322.00\|283.31\|387836;2026-06-23\|306.50\|-3.25\|320.00\|322.66\|301.92\|302299;2026-06-24\|340.19\|10.99\|305.00\|345.00\|305.00\|307408;2026-06-25\|341.98\|0.53\|343.08\|355.55\|333.39\|234618;2026-06-26\|332.47\|-2.78\|338.00\|345.28\|326.01\|210933;2026-06-29\|327.83\|-1.40\|332.82\|351.98\|315.00\|224960;2026-06-30\|339.90\|3.68\|330.00\|344.99\|324.50\|205637;2026-07-01\|331.31\|-2.53\|339.00\|343.00\|327.96\|187060;2026-07-02\|293.59\|-11.39\|311.10\|318.50\|292.91\|253383;2026-07-03\|300.41\|2.32\|293.59\|309.80\|289.23\|173803;2026-07-06\|293.36\|-2.35\|302.40\|305.00\|284.44\|150649;2026-07-07\|278.29\|-5.14\|293.00\|296.83\|272.30\|143847;2026-07-08\|281.00\|0.97\|288.54\|291.10\|274.11\|158563;2026-07-09\|292.36\|4.04\|289.00\|295.00\|269.06\|212160;2026-07-10\|277.96\|-4.93\|292.37\|309.65\|276.00\|206975;2026-07-13\|262.83\|-5.44\|275.11\|287.16\|259.34\|182784;2026-07-14\|269.83\|2.66\|261.62\|269.98\|246.00\|195435;2026-07-15\|252.11\|-6.57\|277.98\|278.00\|251.00\|158111;2026-07-16\|234.65\|-6.93\|245.00\|250.48\|231.80\|172389;2026-07-17\|212.76\|-9.33\|234.67\|236.66\|210.01\|210128;2026-07-20\|220.00\|3.40\|224.50\|242.00\|209.00\|324414;2026-07-21\|245.10\|11.41\|223.96\|251.88\|192.75\|411605;2026-07-22\|250.94\|2.38\|240.93\|271.80\|240.73\|374203;2026-07-23\|240.88\|-4.01\|255.01\|261.67\|238.24\|286296;2026-07-24\|230.40\|-4.35\|231.01\|236.66\|225.06\|188628;2026-07-27\|242.99\|5.46\|226.00\|243.00\|220.00\|235128;2026-07-28\|213.21\|-12.26\|230.02\|235.55\|210.01\|259089;2026-07-29\|205.00\|-3.85\|213.00\|213.88\|195.64\|244042;2026-07-30\|187.49\|-8.54\|204.42\|209.98\|183.61\|245648;2026-07-31\|215.85\|15.13\|214.99\|221.79\|209.00\|324578;2026-08-03\|204.80\|-5.12\|217.17\|225.89\|201.45\|257714;2026-08-04\|241.00\|17.68\|215.96\|243.30\|215.96\|375454;2026-08-05\|251.86\|4.51\|239.00\|258.80\|235.11\|376819;2026-08-06\|250.11\|-0.69\|244.14\|257.89\|241.86\|281185;2026-08-07\|253.67\|1.42\|245.14\|254.83\|241.66\|282959;2026-08-10\|252.10\|-0.62\|256.00\|258.09\|242.58\|182125;2026-08-11\|245.22\|-2.73\|250.00\|253.30\|244.53\|147875;2026-08-12\|249.80\|1.87\|258.00\|260.00\|248.00\|183439;2026-08-13\|256.00\|2.48\|266.99\|277.50\|255.33\|314135;2026-08-14\|265.99\|3.90\|260.00\|269.96\|256.51\|296580;2026-08-17\|269.15\|1.19\|264.23\|269.80\|257.00\|264959;2026-08-18\|267.16\|-0.74\|266.52\|272.18\|258.80\|212829;2026-08-19\|247.67\|-7.30\|256.05\|262.99\|245.00\|241202;2026-08-20\|247.38\|-0.12\|248.50\|252.68\|242.86\|148541;2026-08-21\|247.41\|0.01\|244.90\|253.00\|244.03\|113391;2026-08-24\|240.80\|-2.67\|249.00\|250.85\|231.77\|144806;2026-08-25\|238.02\|-1.15\|236.69\|241.57\|231.99\|104443;2026-08-26\|236.23\|-0.75\|239.11\|239.55\|232.00\|85353;2026-08-27\|259.20\|9.72\|240.40\|260.66\|237.66\|209992;2026-08-28\|253.88\|-2.05\|254.54\|261.54\|251.01\|183224;2026-08-31\|263.70\|3.87\|248.00\|264.35\|244.44\|229375;2026-09-01\|254.49\|-3.49\|263.00\|264.96\|253.69\|146242;2026-09-02\|262.05\|2.97\|247.00\|266.66\|246.08\|215187;2026-09-03\|265.88\|1.46\|262.05\|268.77\|259.20\|186225;2026-09-04\|252.90\|-4.88\|269.98\|269.99\|249.59\|206577;2026-09-07\|274.03\|8.36\|257.00\|275.77\|257.00\|308417;2026-09-08\|266.05\|-2.91\|274.00\|275.00\|263.42\|185389;2026-09-09\|258.51\|-2.83\|272.40\|272.40\|258.27\|106650
122853	美股CSP公司ROI表现亮眼	能源智算+债权转让+一季报扭亏行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年5月14日机构调研，公司正全力深耕“能源+智算中心”全链条生态，加快构建覆盖能源侧、算力侧与协同管控平台的“三位一体”技术支撑体系，为绿色智算全场景运营提供产品与技术底座。 2、据2026年6月19日公告，公司董事会审议通过《关于签订〈债权转让协议〉暨关联交易的议案》，将公司对中铁十九局集团有限公司的应收账款债权转让给关联方新投云。该笔债权转让完成后，前期计提的减值准备17万元将在2026年二季度冲回，有利于公司有效盘活资产。 3、据2026年4月22日公告，公司2026年第一季度实现营业收入1831.91万元，同比增长32.70%；归母净利润202.80万元，同比实现扭亏为盈。	公司拥有基于“中威视云”的智能互联网安防及综合信息的运营与服务，基于华为鲲鹏云认证的视频云平台，AI视频中台以及聚焦园区和交通的华为云严选解决方案	2026-04-30\|13.36\|3.97\|12.86\|13.44\|12.85\|168481;2026-05-06\|13.41\|0.37\|13.36\|13.83\|13.09\|154890;2026-05-07\|14.37\|7.16\|13.68\|14.65\|13.55\|217069;2026-05-08\|15.22\|5.92\|14.21\|15.40\|14.13\|219094;2026-05-11\|14.61\|-4.01\|15.22\|15.62\|14.53\|215638;2026-05-12\|14.73\|0.82\|14.50\|15.11\|14.37\|194271;2026-05-13\|14.57\|-1.09\|14.51\|14.90\|14.48\|149470;2026-05-14\|14.41\|-1.10\|14.75\|14.96\|14.20\|144465;2026-05-15\|14.16\|-1.73\|14.41\|14.60\|13.88\|156299;2026-05-18\|13.93\|-1.62\|14.24\|14.35\|13.68\|136677;2026-05-19\|13.98\|0.36\|13.96\|14.23\|13.81\|88517;2026-05-20\|13.81\|-1.22\|13.99\|14.07\|13.65\|89395;2026-05-21\|13.23\|-4.20\|13.85\|14.48\|13.09\|164794;2026-05-22\|13.36\|0.98\|13.20\|13.52\|13.00\|113316;2026-05-25\|13.30\|-0.45\|13.70\|13.98\|13.13\|124969;2026-05-26\|13.04\|-1.95\|13.20\|13.26\|12.55\|125556;2026-05-27\|12.67\|-2.84\|13.06\|13.12\|12.57\|77636;2026-05-28\|13.64\|7.66\|12.70\|13.75\|12.54\|134728;2026-05-29\|12.87\|-5.65\|13.71\|13.88\|12.72\|143758;2026-06-01\|12.57\|-2.33\|12.82\|13.18\|12.53\|105845;2026-06-02\|12.52\|-0.40\|12.57\|12.73\|12.20\|78117;2026-06-03\|13.02\|3.99\|12.49\|13.30\|12.30\|133583;2026-06-04\|12.51\|-3.92\|12.83\|13.08\|12.28\|101842;2026-06-05\|12.38\|-1.04\|12.44\|12.83\|12.25\|95061;2026-06-08\|12.19\|-1.53\|11.95\|12.74\|11.62\|101116;2026-06-09\|12.36\|1.39\|12.30\|12.48\|12.00\|75943;2026-06-10\|12.11\|-2.02\|12.22\|12.35\|11.96\|68040;2026-06-11\|11.76\|-2.89\|11.98\|12.16\|11.65\|67546;2026-06-12\|11.44\|-2.72\|12.00\|12.25\|11.39\|88104;2026-06-15\|11.88\|3.85\|11.44\|11.95\|11.44\|84737;2026-06-16\|12.14\|2.19\|11.89\|12.19\|11.67\|75005;2026-06-17\|12.05\|-0.74\|12.16\|12.30\|11.74\|106172;2026-06-18\|11.65\|-3.32\|11.99\|12.05\|11.57\|77862;2026-06-22\|10.98\|-5.75\|11.62\|11.85\|10.63\|174211;2026-06-23\|11.46\|4.37\|10.86\|11.57\|10.80\|144825;2026-06-24\|10.83\|-5.50\|11.43\|11.48\|10.58\|106923;2026-06-25\|10.85\|0.18\|10.78\|11.65\|10.67\|162756;2026-06-26\|10.34\|-4.70\|11.03\|11.35\|10.27\|166378;2026-06-29\|10.84\|4.84\|10.31\|11.05\|10.05\|190318;2026-06-30\|13.01\|20.02\|10.85\|13.01\|10.72\|239019;2026-07-01\|14.28\|9.76\|13.09\|15.10\|12.88\|604380;2026-07-02\|13.30\|-6.86\|13.97\|14.06\|13.21\|330405;2026-07-03\|13.24\|-0.45\|13.42\|13.46\|12.83\|254795;2026-07-06\|12.38\|-6.50\|13.13\|13.13\|12.32\|184122;2026-07-07\|11.58\|-6.46\|12.25\|12.49\|11.46\|146444;2026-07-08\|11.40\|-1.55\|11.54\|12.26\|11.36\|164484;2026-07-09\|12.99\|13.95\|11.76\|13.20\|11.64\|326278;2026-07-10\|13.23\|1.85\|12.70\|13.50\|12.60\|287889;2026-07-13\|12.14\|-8.24\|12.98\|13.38\|12.03\|187106;2026-07-14\|12.05\|-0.74\|12.05\|12.20\|11.49\|160035;2026-07-15\|11.65\|-3.32\|12.10\|12.45\|11.45\|171265;2026-07-16\|11.23\|-3.61\|11.45\|11.63\|10.99\|150008;2026-07-17\|10.43\|-7.12\|11.19\|11.38\|10.30\|165470;2026-07-20\|9.40\|-9.88\|10.61\|10.85\|9.10\|243337;2026-07-21\|9.55\|1.60\|9.37\|9.60\|8.10\|266394;2026-07-22\|9.35\|-2.09\|9.31\|9.79\|9.20\|179679;2026-07-23\|9.57\|2.35\|9.24\|9.77\|9.24\|142623;2026-07-24\|9.18\|-4.08\|9.40\|9.53\|9.12\|81165;2026-07-27\|9.77\|6.43\|9.11\|9.80\|9.06\|124408;2026-07-28\|9.70\|-0.72\|9.76\|9.89\|9.61\|96263;2026-07-29\|10.35\|6.70\|9.71\|10.72\|9.55\|229890;2026-07-30\|9.29\|-10.24\|10.28\|10.48\|9.28\|205661;2026-07-31\|10.37\|11.63\|9.70\|10.84\|9.70\|259607;2026-08-03\|10.50\|1.25\|10.85\|11.01\|10.23\|180207;2026-08-04\|12.60\|20.00\|11.10\|12.60\|10.62\|321740;2026-08-05\|13.25\|5.16\|12.13\|13.32\|12.10\|397240;2026-08-06\|12.96\|-2.19\|13.15\|14.07\|12.70\|399861;2026-08-07\|13.05\|0.69\|12.71\|13.07\|12.50\|237617;2026-08-10\|13.40\|2.68\|13.20\|13.45\|12.60\|240048;2026-08-11\|13.22\|-1.34\|13.32\|13.52\|13.04\|138702;2026-08-12\|13.13\|-0.68\|13.48\|13.54\|13.05\|195211;2026-08-13\|13.07\|-0.46\|13.40\|14.25\|13.00\|306387;2026-08-14\|12.91\|-1.22\|12.99\|13.26\|12.64\|207219;2026-08-17\|13.15\|1.86\|12.85\|13.15\|12.50\|168549;2026-08-18\|12.97\|-1.37\|13.06\|13.33\|12.76\|152490;2026-08-19\|12.03\|-7.25\|12.66\|12.79\|11.91\|162159;2026-08-20\|11.86\|-1.41\|12.14\|12.14\|11.76\|112212;2026-08-21\|11.62\|-2.02\|12.06\|12.06\|11.31\|105097;2026-08-24\|11.44\|-1.55\|12.00\|12.15\|11.20\|143682;2026-08-25\|11.37\|-0.61\|11.31\|11.60\|11.14\|138976;2026-08-26\|11.29\|-0.70\|11.39\|11.55\|11.23\|94375;2026-08-27\|11.49\|1.77\|11.21\|11.51\|11.19\|105447;2026-08-28\|11.38\|-0.96\|11.41\|11.63\|11.31\|101415;2026-08-31\|11.61\|2.02\|11.20\|11.69\|11.13\|98594;2026-09-01\|11.76\|1.29\|11.56\|11.94\|11.51\|115710;2026-09-02\|11.67\|-0.77\|11.60\|11.76\|11.23\|110223;2026-09-03\|11.15\|-4.46\|11.64\|11.77\|11.02\|123721;2026-09-04\|11.01\|-1.26\|11.17\|11.53\|10.88\|113491;2026-09-07\|10.94\|-0.64\|10.93\|11.11\|10.91\|64596;2026-09-08\|10.80\|-1.28\|10.94\|11.01\|10.74\|69447;2026-09-09\|10.85\|0.46\|10.82\|11.10\|10.76\|53062
122852	美股CSP公司ROI表现亮眼	算力租赁+游戏+资产注入预期行业原因：谷歌、微软、亚马逊最新季度云业务收入集体超预期大涨，谷歌云同比增长82%，微软Azure增长43%，亚马逊AWS增长37%。谷歌、微软、亚马逊隔夜美股集体涨超4%。公司原因： 1、据2026年4月29日年报，公司运营深圳观澜云数据中心、成都智算云数据中心等，提供GPU/AI智算算力、高性能计算等定制化IDC资源，并组建智算事业部，搭建算力租赁-智能体开发-资源调度管理一站式平台。 2、据2026年5月22日投资者关系活动记录表，公司目前运营《抗战》《亮剑》《最后一炮》等多款游戏，正聚焦盈利项目持续研发迭代，并加大海外市场布局力度。 3、据2026年5月22日投资者关系活动记录表，控股股东承诺，在广州加速器机房符合条件时，可通过现金收购、资产重组等方式将其注入中青宝，以解决同业竞争问题。	公司主营网络游戏开发、运营，此前组建智算事业部，运营深圳观澜、成都智算、乐山未来城三大数据中心，与宝德计算机系统股份有限公司为同一实际控制人	2026-04-30\|11.73\|-4.63\|12.26\|12.38\|11.59\|201122;2026-05-06\|11.89\|1.36\|11.81\|12.07\|11.81\|136689;2026-05-07\|14.27\|20.02\|12.10\|14.27\|12.04\|445003;2026-05-08\|15.25\|6.87\|14.97\|16.85\|14.97\|823895;2026-05-11\|15.28\|0.20\|15.94\|16.20\|14.86\|618342;2026-05-12\|14.82\|-3.01\|15.13\|15.70\|14.66\|408848;2026-05-13\|15.21\|2.63\|14.98\|15.87\|14.90\|436013;2026-05-14\|14.44\|-5.06\|15.10\|15.35\|14.40\|318211;2026-05-15\|14.68\|1.66\|14.74\|15.80\|14.55\|361588;2026-05-18\|15.52\|5.72\|14.86\|16.06\|14.30\|552262;2026-05-19\|15.67\|0.97\|15.49\|16.33\|15.10\|514955;2026-05-20\|14.90\|-4.91\|15.25\|15.33\|14.80\|343710;2026-05-21\|14.98\|0.54\|14.99\|15.89\|14.85\|411921;2026-05-22\|15.29\|2.07\|14.98\|15.64\|14.60\|344656;2026-05-25\|14.90\|-2.55\|15.24\|15.78\|14.60\|270753;2026-05-26\|13.42\|-9.93\|14.66\|14.88\|13.21\|399205;2026-05-27\|12.54\|-6.56\|13.50\|13.70\|12.46\|311967;2026-05-28\|12.40\|-1.12\|12.42\|12.75\|12.12\|202625;2026-05-29\|11.93\|-3.79\|12.45\|12.65\|11.80\|201244;2026-06-01\|12.10\|1.43\|11.85\|12.38\|11.82\|173623;2026-06-02\|11.57\|-4.38\|12.08\|12.13\|11.20\|202897;2026-06-03\|11.13\|-3.80\|11.42\|11.49\|11.01\|178863;2026-06-04\|10.86\|-2.43\|10.93\|11.14\|10.61\|178589;2026-06-05\|13.03\|19.98\|12.11\|13.03\|12.11\|211575;2026-06-08\|12.30\|-5.60\|12.96\|13.27\|12.11\|426214;2026-06-09\|11.98\|-2.60\|12.56\|12.76\|11.55\|318273;2026-06-10\|12.26\|2.34\|11.90\|12.49\|11.38\|292536;2026-06-11\|11.73\|-4.32\|11.94\|12.24\|11.50\|236728;2026-06-12\|11.85\|1.02\|12.25\|12.50\|11.42\|227288;2026-06-15\|12.08\|1.94\|11.86\|12.27\|11.77\|208630;2026-06-16\|12.28\|1.66\|11.99\|12.36\|11.65\|211292;2026-06-17\|12.37\|0.73\|12.12\|12.45\|11.90\|183427;2026-06-18\|11.88\|-3.96\|12.28\|12.52\|11.88\|192768;2026-06-22\|13.49\|13.55\|12.19\|14.26\|12.18\|642116;2026-06-23\|13.11\|-2.82\|13.39\|13.96\|13.00\|477030;2026-06-24\|12.72\|-2.97\|13.01\|13.31\|12.63\|260356;2026-06-25\|13.80\|8.49\|12.90\|14.25\|12.85\|464256;2026-06-26\|14.10\|2.17\|13.76\|14.39\|13.26\|467532;2026-06-29\|13.28\|-5.82\|13.96\|14.38\|12.97\|324140;2026-06-30\|13.54\|1.96\|13.15\|13.73\|12.80\|263431;2026-07-01\|13.81\|1.99\|13.50\|14.10\|13.00\|348278;2026-07-02\|13.02\|-5.72\|13.54\|13.85\|13.02\|264739;2026-07-03\|12.18\|-6.45\|12.89\|12.91\|12.05\|246787;2026-07-06\|11.91\|-2.22\|12.19\|12.48\|11.80\|155820;2026-07-07\|11.74\|-1.43\|11.80\|12.32\|11.55\|174649;2026-07-08\|11.09\|-5.54\|11.50\|11.65\|11.04\|164508;2026-07-09\|11.29\|1.80\|11.28\|11.32\|10.78\|156573;2026-07-10\|11.30\|0.09\|11.21\|11.65\|11.11\|150621;2026-07-13\|10.51\|-6.99\|11.20\|11.20\|10.49\|138069;2026-07-14\|10.49\|-0.19\|10.46\|10.55\|10.02\|115822;2026-07-15\|10.76\|2.57\|10.58\|10.90\|10.20\|125763;2026-07-16\|10.57\|-1.77\|10.60\|10.85\|10.35\|104305;2026-07-17\|9.82\|-7.10\|10.43\|10.63\|9.80\|111770;2026-07-20\|9.48\|-3.46\|10.00\|10.08\|9.36\|120415;2026-07-21\|9.45\|-0.32\|9.50\|9.51\|8.60\|148165;2026-07-22\|9.17\|-2.96\|9.30\|9.51\|9.07\|105389;2026-07-23\|9.40\|2.51\|9.13\|9.45\|9.09\|93271;2026-07-24\|8.97\|-4.57\|9.26\|9.32\|8.97\|85878;2026-07-27\|9.32\|3.90\|8.94\|9.34\|8.87\|90372;2026-07-28\|9.37\|0.54\|9.32\|9.57\|9.21\|107420;2026-07-29\|9.50\|1.39\|9.32\|9.51\|9.12\|118390;2026-07-30\|9.53\|0.32\|9.36\|10.18\|9.36\|200399;2026-07-31\|9.88\|3.67\|9.43\|10.13\|9.43\|187527;2026-08-03\|10.04\|1.62\|9.95\|10.05\|9.71\|124312;2026-08-04\|12.05\|20.02\|10.27\|12.05\|10.07\|503815;2026-08-05\|11.82\|-1.91\|11.74\|12.18\|11.62\|501226;2026-08-06\|11.40\|-3.55\|11.65\|11.76\|11.18\|324376;2026-08-07\|11.13\|-2.37\|11.45\|11.50\|10.88\|237418;2026-08-10\|11.28\|1.35\|11.10\|11.28\|10.98\|177543;2026-08-11\|11.16\|-1.06\|11.29\|11.43\|11.02\|181566;2026-08-12\|11.26\|0.90\|11.32\|11.45\|11.19\|174495;2026-08-13\|11.05\|-1.86\|11.31\|11.68\|11.05\|242095;2026-08-14\|11.84\|7.15\|11.01\|12.07\|10.69\|397496;2026-08-17\|11.52\|-2.70\|11.54\|11.70\|11.38\|257736;2026-08-18\|11.24\|-2.43\|11.56\|11.56\|11.12\|138642;2026-08-19\|10.72\|-4.63\|10.96\|11.11\|10.64\|128058;2026-08-20\|10.72\|0.00\|10.79\|10.90\|10.68\|93271;2026-08-21\|10.56\|-1.49\|10.58\|10.70\|10.30\|95227;2026-08-24\|10.42\|-1.33\|10.65\|10.67\|10.28\|68619;2026-08-25\|10.68\|2.50\|10.37\|10.77\|10.28\|99980;2026-08-26\|10.67\|-0.09\|10.61\|10.75\|10.52\|71942;2026-08-27\|10.76\|0.84\|10.60\|10.80\|10.56\|88621;2026-08-28\|10.58\|-1.67\|10.66\|10.79\|10.53\|112942;2026-08-31\|10.82\|2.27\|10.29\|10.91\|10.21\|124326;2026-09-01\|11.08\|2.40\|10.91\|11.37\|10.88\|186141;2026-09-02\|11.19\|0.99\|10.90\|11.66\|10.90\|204373;2026-09-03\|11.47\|2.50\|11.19\|11.75\|11.08\|232853;2026-09-04\|11.65\|1.57\|11.29\|11.92\|11.15\|255758;2026-09-07\|11.47\|-1.55\|11.50\|11.89\|11.43\|197420;2026-09-08\|11.58\|0.96\|11.47\|11.64\|11.24\|162727;2026-09-09\|11.18\|-3.45\|11.42\|11.50\|11.07\|109184
122851	美股CSP公司ROI表现亮眼	AI应用+算力+深圳国资行业原因： 1、据诚通证券8月1日研报，海外科技巨头微软、亚马逊最新财报显示AI云业务收入强劲增长，全球AI产业从投入期步入回报期的逻辑得到确认。 2、国产大模型取得重要进展，OpenAI迫于中国模型价格压力开始大幅降价，入门版本luna降价80%。本轮大模型Token单价持续下行，有望压降各类AI应用、智能Agent的云端推理端成本。公司原因： 1、据2026年6月12日互动易，公司基于AI技术基座打造的小赛安全智脑，可协调多个智能体执行复杂的安全运维任务，已在政府、央国企、金融等领域陆续落地。 2、据2025年年报，公司推出面向政企信息中心、智算中心的网络洞察矩阵系列产品，用于数据中心旁路流量镜像网建设及互联网出口流量编排。 3、据2026年6月25日投资者关系活动记录表，公司拟以自有资金5000万元向深圳市深创投人工智能和具身机器人产业私募股权投资基金增资。 4、公司最终控制人为深圳市人民政府国有资产监督管理委员会。	深圳国资委旗下，领先的网络可视化基础架构产品提供商，已有相关的算力数据网络监测和调度技术研发储备；公司海睿思产品已成功通过上海数据交易所的数商认证	2026-04-30\|24.30\|-0.49\|24.42\|24.59\|24.10\|30524;2026-05-06\|24.72\|1.73\|24.42\|24.95\|24.42\|35730;2026-05-07\|24.90\|0.73\|24.75\|24.96\|24.48\|26459;2026-05-08\|25.15\|1.00\|25.25\|25.49\|24.91\|26179;2026-05-11\|25.22\|0.28\|25.28\|25.45\|24.75\|31702;2026-05-12\|24.68\|-2.14\|25.18\|25.39\|24.58\|27712;2026-05-13\|24.60\|-0.32\|24.64\|24.87\|24.43\|24446;2026-05-14\|23.74\|-3.50\|24.80\|24.81\|23.73\|32052;2026-05-15\|23.44\|-1.26\|23.75\|24.11\|23.29\|29998;2026-05-18\|24.22\|3.33\|23.46\|24.56\|23.28\|39359;2026-05-19\|24.53\|1.28\|24.20\|24.77\|24.02\|28040;2026-05-20\|24.32\|-0.86\|24.41\|24.71\|24.00\|26636;2026-05-21\|23.58\|-3.04\|24.61\|25.08\|23.45\|46509;2026-05-22\|23.81\|0.98\|23.93\|24.09\|23.21\|27907;2026-05-25\|23.46\|-1.47\|23.98\|24.16\|23.30\|27190;2026-05-26\|22.85\|-2.60\|23.37\|23.43\|22.33\|38008;2026-05-27\|22.29\|-2.45\|22.75\|23.23\|22.14\|30725;2026-05-28\|22.82\|4.25\|22.06\|23.12\|21.62\|36105;2026-05-29\|21.38\|-6.31\|23.00\|23.00\|21.23\|37851;2026-06-01\|21.84\|2.15\|21.43\|22.38\|21.26\|31789;2026-06-02\|21.10\|-3.39\|21.86\|21.96\|20.97\|25155;2026-06-03\|20.76\|-1.61\|20.98\|21.40\|20.63\|24562;2026-06-04\|20.59\|-0.82\|20.75\|20.90\|20.29\|18807;2026-06-05\|20.64\|0.24\|20.42\|21.08\|20.35\|24764;2026-06-08\|19.79\|-4.12\|20.50\|20.68\|19.54\|35093;2026-06-09\|20.10\|1.57\|19.98\|20.44\|19.84\|27952;2026-06-10\|19.61\|-2.44\|19.98\|20.27\|19.37\|24873;2026-06-11\|19.06\|-2.80\|19.49\|19.61\|18.72\|27310;2026-06-12\|19.27\|1.10\|19.30\|19.72\|19.17\|29287;2026-06-15\|19.73\|2.39\|19.70\|20.09\|19.59\|30197;2026-06-16\|19.78\|0.25\|19.73\|19.95\|19.27\|22468;2026-06-17\|19.39\|-1.97\|19.71\|19.79\|19.25\|21536;2026-06-18\|19.46\|0.36\|19.55\|19.80\|19.29\|20789;2026-06-22\|19.56\|0.51\|19.52\|19.57\|18.66\|27649;2026-06-23\|19.77\|1.07\|19.60\|20.27\|19.46\|32223;2026-06-24\|19.04\|-3.69\|19.55\|19.67\|18.83\|28304;2026-06-25\|18.48\|-2.94\|19.06\|19.29\|18.29\|29670;2026-06-26\|18.04\|-2.38\|18.48\|18.56\|17.88\|27485;2026-06-29\|18.13\|0.50\|17.92\|19.21\|17.52\|30100;2026-06-30\|18.44\|1.71\|18.13\|18.59\|17.83\|27828;2026-07-01\|18.88\|2.39\|18.54\|19.18\|18.40\|29913;2026-07-02\|18.58\|-1.59\|18.60\|19.26\|18.50\|28893;2026-07-03\|18.90\|1.72\|18.58\|19.10\|18.48\|21942;2026-07-06\|18.56\|-1.80\|18.88\|19.08\|18.40\|18931;2026-07-07\|17.96\|-3.23\|18.45\|18.63\|17.88\|20467;2026-07-08\|18.37\|2.28\|18.05\|18.50\|17.89\|19510;2026-07-09\|18.26\|-0.60\|18.37\|18.58\|17.85\|21925;2026-07-10\|18.47\|1.15\|18.28\|18.96\|17.96\|29475;2026-07-13\|17.67\|-4.33\|18.37\|18.53\|17.62\|31883;2026-07-14\|17.62\|-0.28\|17.61\|17.99\|17.08\|31712;2026-07-15\|17.78\|0.91\|17.57\|18.18\|17.44\|29456;2026-07-16\|18.00\|1.24\|17.40\|18.49\|17.37\|29378;2026-07-17\|17.18\|-4.56\|18.10\|18.42\|17.15\|36558;2026-07-20\|17.24\|0.35\|17.26\|17.97\|16.95\|40609;2026-07-21\|17.30\|0.35\|17.23\|17.52\|16.50\|43028;2026-07-22\|17.11\|-1.10\|16.97\|17.44\|16.82\|28882;2026-07-23\|17.60\|2.86\|17.10\|17.68\|17.03\|24808;2026-07-24\|17.59\|-0.06\|17.33\|17.87\|17.26\|29557;2026-07-27\|18.24\|3.70\|17.50\|18.56\|17.40\|39689;2026-07-28\|18.47\|1.26\|18.01\|18.88\|17.97\|27862;2026-07-29\|18.48\|0.05\|18.61\|18.86\|18.25\|23300;2026-07-30\|18.20\|-1.52\|18.23\|18.84\|18.12\|27135;2026-07-31\|19.00\|4.40\|18.30\|19.06\|18.30\|32625;2026-08-03\|19.12\|0.63\|19.01\|19.19\|18.77\|20984;2026-08-04\|21.03\|9.99\|19.29\|21.03\|19.18\|81026;2026-08-05\|22.20\|5.56\|21.80\|22.40\|20.87\|169200;2026-08-06\|20.93\|-5.72\|21.10\|21.61\|20.56\|121563;2026-08-07\|20.36\|-2.72\|20.76\|20.92\|19.87\|87697;2026-08-10\|20.62\|1.28\|20.45\|20.69\|20.00\|62323;2026-08-11\|20.28\|-1.65\|20.62\|20.62\|20.14\|46011;2026-08-12\|20.25\|-0.15\|20.20\|20.40\|20.07\|36629;2026-08-13\|19.69\|-2.77\|20.26\|20.46\|19.68\|43613;2026-08-14\|19.81\|0.61\|19.70\|20.00\|19.55\|31671;2026-08-17\|19.66\|-0.76\|19.83\|19.92\|19.42\|26203;2026-08-18\|19.63\|-0.15\|19.68\|19.81\|19.07\|42204;2026-08-19\|18.67\|-4.89\|19.50\|19.50\|18.55\|36997;2026-08-20\|19.02\|1.87\|18.88\|19.17\|18.72\|31230;2026-08-21\|18.81\|-1.10\|18.85\|19.01\|18.61\|21506;2026-08-24\|18.74\|-0.37\|19.05\|19.05\|18.51\|20116;2026-08-25\|19.24\|2.67\|18.80\|19.35\|18.55\|23442;2026-08-26\|19.13\|-0.57\|19.00\|19.37\|18.72\|27849;2026-08-27\|19.11\|-0.10\|18.97\|19.21\|18.91\|21324;2026-08-28\|19.31\|1.05\|19.49\|19.77\|19.23\|33030;2026-08-31\|19.90\|3.06\|18.96\|19.95\|18.90\|32927;2026-09-01\|20.13\|1.16\|19.89\|20.20\|19.83\|24539;2026-09-02\|20.19\|0.30\|19.95\|20.33\|19.71\|27287;2026-09-03\|19.93\|-1.29\|20.13\|20.42\|19.84\|23709;2026-09-04\|20.00\|0.35\|20.12\|20.50\|19.90\|29256;2026-09-07\|19.84\|-0.80\|19.99\|20.13\|19.74\|21114;2026-09-08\|19.61\|-1.16\|19.90\|19.96\|19.56\|20702;2026-09-09\|19.41\|-1.02\|19.65\|19.65\|19.32\|11568
122850	美股CSP公司ROI表现亮眼	算力+人形机器人+定增募资+一季报增长行业原因：德银近日报告中指出，人形机器人市场正从炒作阶段过渡至早期规模化商业化阶段，并将2026年全球人形机器人出货预测调高逾一倍至近5万台，2030年和2050年分别看至70万与700万台。中国预计将在可预见的未来维持全球最大市场地位，2026年出货量有望翻倍至约4万台。公司原因： 1、据2026年4月24日年报及投资者关系活动记录表，公司作为NVIDIA全球NPN合作伙伴，与其全球同步首发智擎EII系列具身智能控制器，已与国内多家一二线人形厂商完成送样验证，部分工业机器人客户已实现小批量订单交付。 2、据2026年6月18日公告，公司拟向特定对象发行股票募资不超过28.7亿元的议案获股东大会通过，其中22亿元拟用于天津智算中心建设及运营项目。 3、据2026年4月24日年报，子公司腾云智算2025年实现营收4.62亿元，同比增长53.4%；其已发布HAT算力服务云平台，支持跨芯片架构和潮汐定价等灵活计费模式。 4、据2026年4月24日公告，公司2026年一季度营收13.03亿元，同比增长52.96%；归母净利润1.09亿元，同比增长159.13%，增长主要系主营及智算业务订单增加。	子公司腾云智算算力设备销售保持强劲增长，维保业务实现翻倍增长，已发布GPU算力租赁平台HAT，支持整机与切卡租赁，首批种子用户落地	2026-04-30\|89.85\|0.03\|89.00\|91.18\|87.11\|142723;2026-05-06\|94.20\|4.84\|91.22\|95.81\|90.80\|144748;2026-05-07\|100.80\|7.01\|92.88\|101.81\|92.88\|141348;2026-05-08\|100.46\|-0.34\|98.99\|102.00\|96.77\|122015;2026-05-11\|102.72\|2.25\|99.95\|103.96\|97.38\|129481;2026-05-12\|103.48\|0.74\|102.80\|105.37\|101.00\|113042;2026-05-13\|104.74\|1.22\|101.99\|105.56\|101.00\|92591;2026-05-14\|103.70\|-0.99\|105.82\|106.66\|102.60\|95714;2026-05-15\|101.84\|-1.79\|103.70\|107.50\|100.29\|125769;2026-05-18\|106.73\|4.80\|102.02\|108.82\|102.02\|126300;2026-05-19\|109.00\|2.13\|105.80\|109.65\|104.60\|110722;2026-05-20\|115.53\|5.99\|110.09\|119.90\|109.33\|188700;2026-05-21\|108.25\|-6.30\|115.26\|115.53\|107.00\|152793;2026-05-22\|113.83\|5.15\|110.16\|114.68\|109.50\|122829;2026-05-25\|108.35\|-4.81\|113.83\|115.98\|105.18\|158986;2026-05-26\|105.97\|-2.20\|107.93\|109.14\|104.23\|127092;2026-05-27\|102.62\|-3.16\|105.32\|106.36\|102.00\|86857;2026-05-28\|106.63\|3.91\|102.62\|107.50\|100.44\|105373;2026-05-29\|104.00\|-2.47\|108.01\|110.99\|102.10\|94784;2026-06-01\|106.17\|2.09\|105.00\|112.39\|104.63\|142713;2026-06-02\|101.10\|-4.78\|102.96\|105.46\|98.49\|159620;2026-06-03\|101.76\|0.65\|99.81\|105.72\|99.00\|100307;2026-06-04\|100.52\|-1.22\|101.01\|102.45\|99.20\|63612;2026-06-05\|101.89\|1.36\|101.16\|104.42\|99.74\|85188;2026-06-08\|101.85\|-0.04\|97.00\|105.16\|97.00\|99775;2026-06-09\|100.48\|-1.35\|101.90\|102.68\|98.60\|75428;2026-06-10\|100.03\|-0.45\|99.50\|102.75\|98.30\|59471;2026-06-11\|96.70\|-3.33\|99.77\|100.00\|95.75\|60556;2026-06-12\|97.40\|0.72\|97.85\|99.70\|96.50\|50381;2026-06-15\|101.21\|3.91\|96.50\|101.85\|96.00\|59790;2026-06-16\|104.90\|3.65\|100.92\|105.14\|99.97\|72744;2026-06-17\|115.39\|10.00\|105.10\|115.39\|104.94\|136965;2026-06-18\|126.93\|10.00\|118.41\|126.93\|118.41\|77465;2026-06-22\|131.19\|3.36\|128.81\|132.00\|125.00\|185166;2026-06-23\|124.50\|-5.10\|128.87\|129.36\|122.00\|101908;2026-06-24\|136.95\|10.00\|124.13\|136.95\|121.72\|141653;2026-06-25\|136.81\|-0.10\|139.02\|142.60\|134.91\|116371;2026-06-26\|128.20\|-6.29\|135.18\|135.58\|127.90\|90699;2026-06-29\|103.20\|4.68\|100.50\|106.88\|98.60\|129764;2026-06-30\|102.28\|-0.89\|105.67\|105.88\|100.62\|135111;2026-07-01\|102.68\|0.39\|103.17\|103.80\|99.42\|118956;2026-07-02\|94.54\|-7.93\|97.00\|100.96\|94.08\|140936;2026-07-03\|97.50\|3.13\|93.90\|100.70\|93.45\|104354;2026-07-06\|96.55\|-0.97\|99.95\|101.50\|91.50\|86925;2026-07-07\|101.31\|4.93\|97.52\|102.02\|95.25\|125924;2026-07-08\|96.45\|-4.80\|104.00\|104.70\|96.00\|250911;2026-07-09\|98.80\|2.44\|97.67\|98.98\|92.10\|203688;2026-07-10\|97.03\|-1.79\|98.00\|105.39\|96.90\|165333;2026-07-13\|89.11\|-8.16\|95.62\|98.69\|88.91\|139687;2026-07-14\|90.73\|1.82\|90.00\|91.72\|86.20\|115169;2026-07-15\|89.21\|-1.68\|92.48\|93.68\|88.40\|86292;2026-07-16\|88.01\|-1.35\|87.61\|92.80\|85.08\|99291;2026-07-17\|79.21\|-10.00\|87.04\|87.66\|79.21\|94860;2026-07-20\|73.60\|-7.08\|77.00\|83.95\|71.29\|198829;2026-07-21\|79.04\|7.39\|74.92\|79.12\|67.30\|175533;2026-07-22\|76.64\|-3.04\|78.70\|80.83\|75.50\|123693;2026-07-23\|76.35\|-0.38\|77.91\|80.95\|75.79\|118434;2026-07-24\|74.46\|-2.48\|74.82\|77.16\|73.91\|84170;2026-07-27\|75.30\|1.13\|73.73\|76.00\|72.21\|91944;2026-07-28\|71.29\|-5.33\|73.71\|76.86\|70.95\|100202;2026-07-29\|68.64\|-3.72\|71.27\|71.77\|65.60\|114773;2026-07-30\|63.36\|-7.69\|68.28\|68.71\|62.32\|109493;2026-07-31\|67.18\|6.03\|68.01\|69.70\|66.66\|137079;2026-08-03\|65.43\|-2.60\|67.85\|70.14\|64.44\|112125;2026-08-04\|71.97\|10.00\|67.33\|71.97\|67.05\|99409;2026-08-05\|77.01\|7.00\|73.40\|78.49\|71.99\|187161;2026-08-06\|83.54\|8.48\|77.01\|83.67\|76.18\|178963;2026-08-07\|84.65\|1.33\|83.00\|85.16\|82.01\|150826;2026-08-10\|82.40\|-2.66\|85.99\|86.06\|80.71\|98594;2026-08-11\|82.79\|0.47\|82.50\|83.86\|80.80\|85431;2026-08-12\|82.56\|-0.28\|83.78\|84.84\|81.93\|87673;2026-08-13\|83.90\|1.62\|86.00\|88.09\|83.80\|121917;2026-08-14\|85.39\|1.78\|83.90\|86.49\|83.15\|90172;2026-08-17\|87.35\|2.30\|86.24\|87.35\|83.75\|84137;2026-08-18\|86.08\|-1.45\|86.59\|88.23\|84.16\|73141;2026-08-19\|78.97\|-8.26\|83.90\|84.60\|78.42\|83047;2026-08-20\|78.76\|-0.27\|79.99\|80.47\|77.92\|57843;2026-08-21\|78.48\|-0.36\|78.03\|79.28\|76.80\|51716;2026-08-24\|74.80\|-4.69\|78.80\|78.80\|72.85\|64909;2026-08-25\|77.69\|3.86\|73.31\|78.19\|71.85\|75163;2026-08-26\|76.92\|-0.99\|77.60\|78.27\|74.15\|74722;2026-08-27\|80.51\|4.67\|78.42\|80.76\|77.10\|86981;2026-08-28\|77.23\|-4.07\|79.79\|80.66\|77.00\|64411;2026-08-31\|81.44\|5.45\|76.00\|81.68\|75.33\|86421;2026-09-01\|78.50\|-3.61\|83.20\|83.69\|77.65\|74314;2026-09-02\|78.10\|-0.51\|77.77\|79.00\|76.02\|50907;2026-09-03\|77.47\|-0.81\|79.67\|80.08\|76.66\|57581;2026-09-04\|74.58\|-3.73\|78.18\|79.13\|74.00\|58645;2026-09-07\|76.70\|2.84\|75.00\|77.17\|74.48\|54050;2026-09-08\|75.30\|-1.83\|76.58\|77.45\|74.92\|46083;2026-09-09\|75.31\|0.01\|75.60\|77.43\|75.08\|31475
122849	美股CSP公司ROI表现亮眼	业绩高增+算力租赁+半导体材料行业原因：据财闻，阿里云、腾讯云、百度智能云等头部云厂商近期相继上调AI算力产品价格，涨幅普遍在5%至50%之间。海外H100 GPU租赁价格5个月内上涨40%，全行业进入量价齐升的高景气周期。公司原因： 1、据公司2025年年报，公司2025年营收34.52亿元、净利3.09亿元，同比增30.45%、52.59%；2026Q1营收10.16亿元、净利1.43亿元，同比增28.01%、42.06%，味精市占率领先，松茸鲜、酱油等战略大单品放量。 2、据公司2025年年报，子公司莲花科创4月9日以9,250.57万元受让纽菲斯46%股权，布局电子绝缘积层胶膜，延伸半导体材料产业链。 3、据公司2025年年报，在算力业务方面，公司在原有toB服务基础上，积极拓展toC市场，与算力芯片厂商、模型商合作推出“token工厂”模式，面向C端客户提供灵活、高性价比的算力服务。同时，公司持续加大AIAgent及Skills的研发投入，结合AI智能终端硬件，打造面向C端客户的应用场景 4、据公司2025年年报，公司“消费+AI科技”双轮驱动，莲花紫星2025年算力服务收入1.22亿元、同比增51.13%，已部署智算中心并拓展金融、医疗等行业客户。	1、国内在产味精生产商历史最悠久的企业，一季度净利润增长42%； 2、公司将以莲花科创为项目实施主体，积极引入行业实力战略合作伙伴，开展智能计算中心项目合作，在国内主要的算力节点，建设智算中心，高效推动算力租赁业务落地	2026-04-30\|10.72\|-0.92\|11.33\|11.55\|10.42\|4809052;2026-05-06\|11.40\|6.34\|10.95\|11.53\|10.71\|4139553;2026-05-07\|11.13\|-2.37\|11.27\|11.44\|10.82\|3321134;2026-05-08\|10.50\|-5.66\|10.80\|10.85\|10.28\|3227011;2026-05-11\|10.30\|-1.90\|10.50\|10.67\|9.80\|3447625;2026-05-12\|9.99\|-3.01\|10.15\|10.21\|9.81\|2231384;2026-05-13\|10.72\|7.31\|9.85\|10.85\|9.80\|3208937;2026-05-14\|10.54\|-1.68\|10.82\|11.13\|10.25\|2659825;2026-05-15\|10.34\|-1.90\|10.33\|10.84\|10.28\|2139465;2026-05-18\|10.51\|1.64\|10.36\|10.63\|10.06\|2161129;2026-05-19\|11.56\|9.99\|10.59\|11.56\|10.11\|3801553;2026-05-20\|11.03\|-4.58\|11.60\|11.85\|10.95\|3220014;2026-05-21\|10.68\|-3.17\|11.01\|11.49\|10.45\|2776940;2026-05-22\|11.75\|10.02\|10.90\|11.75\|10.86\|2206096;2026-05-25\|12.93\|10.04\|12.05\|12.93\|12.04\|2522410;2026-05-26\|13.19\|2.01\|12.99\|13.70\|12.81\|3987848;2026-05-27\|11.87\|-10.01\|13.19\|13.23\|11.87\|2101580;2026-05-28\|10.95\|-7.75\|11.31\|11.55\|10.68\|3952472;2026-05-29\|10.15\|-7.31\|10.80\|11.03\|10.02\|2545786;2026-06-01\|9.84\|-3.05\|10.00\|10.79\|9.77\|2442938;2026-06-02\|9.64\|-2.03\|9.69\|10.03\|9.09\|2590740;2026-06-03\|9.55\|-0.93\|9.46\|10.04\|9.40\|1819509;2026-06-04\|9.47\|-0.84\|9.41\|9.59\|9.22\|1545447;2026-06-05\|10.13\|6.97\|9.51\|10.30\|9.17\|3332113;2026-06-08\|10.49\|3.55\|9.68\|10.70\|9.62\|3325287;2026-06-09\|11.54\|10.01\|10.48\|11.54\|10.25\|4106870;2026-06-10\|11.62\|0.69\|11.15\|11.80\|10.88\|3363927;2026-06-11\|12.63\|8.69\|11.30\|12.76\|11.30\|3622486;2026-06-12\|11.57\|-8.39\|12.35\|12.95\|11.54\|3312389;2026-06-15\|12.12\|4.75\|11.60\|12.20\|11.15\|3008177;2026-06-16\|13.33\|9.98\|12.10\|13.33\|11.87\|2759662;2026-06-17\|14.66\|9.98\|13.57\|14.66\|13.54\|2080088;2026-06-18\|14.28\|-2.59\|14.89\|15.50\|14.07\|3536446;2026-06-22\|14.40\|0.84\|14.55\|15.70\|13.92\|2931682;2026-06-23\|14.37\|-0.21\|15.02\|15.06\|13.96\|2807592;2026-06-24\|14.18\|-1.32\|13.98\|14.64\|13.36\|2534826;2026-06-25\|15.60\|10.01\|14.20\|15.60\|14.20\|1585048;2026-06-26\|14.30\|-8.33\|15.75\|15.93\|14.10\|2806805;2026-06-29\|13.32\|-6.85\|14.14\|14.58\|13.25\|2236804;2026-06-30\|14.00\|5.11\|13.35\|14.20\|12.97\|1765133;2026-07-01\|12.97\|-7.36\|14.00\|14.35\|12.83\|2074686;2026-07-02\|12.25\|-5.55\|12.50\|13.02\|12.20\|1863301;2026-07-03\|11.82\|-3.51\|12.25\|12.38\|11.81\|1683773;2026-07-06\|11.54\|-2.37\|12.06\|12.23\|11.47\|1308897;2026-07-07\|11.10\|-3.81\|11.60\|11.88\|11.00\|1296792;2026-07-08\|10.89\|-1.89\|11.20\|11.45\|10.69\|1300125;2026-07-09\|11.00\|1.01\|10.93\|11.24\|10.51\|1440420;2026-07-10\|10.92\|-0.73\|11.00\|11.51\|10.88\|1834704;2026-07-13\|11.05\|1.19\|10.70\|11.48\|10.66\|2467815;2026-07-14\|9.95\|-9.95\|10.70\|10.71\|9.95\|466793;2026-07-15\|10.25\|3.02\|9.30\|10.95\|9.30\|2734814;2026-07-16\|9.92\|-3.22\|9.94\|10.40\|9.80\|1682109;2026-07-17\|8.93\|-9.98\|9.82\|9.87\|8.93\|1827368;2026-07-20\|8.14\|-8.85\|9.10\|9.39\|8.04\|2311746;2026-07-21\|8.61\|5.77\|8.30\|8.63\|7.51\|2253909;2026-07-22\|8.56\|-0.58\|8.51\|8.89\|8.45\|1602137;2026-07-23\|8.71\|1.75\|8.57\|8.95\|8.50\|1486582;2026-07-24\|8.48\|-2.64\|8.51\|8.73\|8.40\|962892;2026-07-27\|8.83\|4.13\|8.38\|8.84\|8.30\|1206454;2026-07-28\|8.56\|-3.06\|8.80\|9.08\|8.50\|1283470;2026-07-29\|8.39\|-1.99\|8.59\|8.63\|8.13\|1283378;2026-07-30\|7.78\|-7.27\|8.40\|8.58\|7.68\|1642102;2026-07-31\|8.13\|4.50\|8.21\|8.48\|8.12\|1878967;2026-08-03\|8.36\|2.83\|8.17\|8.63\|8.05\|1907538;2026-08-04\|9.20\|10.05\|8.45\|9.20\|8.45\|1892891;2026-08-05\|9.58\|4.13\|9.25\|9.70\|9.15\|3311138;2026-08-06\|9.68\|1.04\|9.48\|9.83\|9.40\|2419217;2026-08-07\|9.89\|2.17\|9.65\|9.99\|9.33\|2290558;2026-08-10\|10.88\|10.01\|10.28\|10.88\|9.81\|2803378;2026-08-11\|10.61\|-2.48\|10.87\|11.15\|10.47\|3160931;2026-08-12\|11.45\|7.92\|10.82\|11.55\|10.45\|3518065;2026-08-13\|10.93\|-4.54\|11.60\|12.19\|10.87\|3736171;2026-08-14\|12.02\|9.97\|10.93\|12.02\|10.75\|3020837;2026-08-17\|13.13\|9.23\|12.62\|13.22\|12.34\|5030257;2026-08-18\|12.90\|-1.75\|13.07\|13.38\|12.57\|3586018;2026-08-19\|11.61\|-10.00\|12.32\|12.68\|11.61\|2429881;2026-08-20\|11.02\|-5.08\|11.56\|11.72\|10.92\|2413565;2026-08-21\|11.62\|5.44\|11.02\|11.71\|10.94\|2781678;2026-08-24\|11.33\|-2.50\|11.50\|11.70\|11.04\|1719018;2026-08-25\|11.55\|1.94\|10.99\|11.70\|10.80\|1925810;2026-08-26\|11.35\|-1.73\|11.55\|11.80\|11.15\|1497546;2026-08-27\|11.69\|3.00\|11.42\|11.82\|11.32\|1944317;2026-08-28\|11.94\|2.14\|11.71\|12.38\|11.69\|2719716;2026-08-31\|11.57\|-3.10\|11.71\|12.08\|11.43\|2165779;2026-09-01\|11.63\|0.52\|11.69\|12.16\|11.37\|2345789;2026-09-02\|11.86\|1.98\|11.22\|12.16\|11.01\|2893822;2026-09-03\|12.38\|4.38\|11.87\|12.50\|11.76\|3309549;2026-09-04\|11.88\|-4.04\|12.30\|12.33\|11.45\|2804656;2026-09-07\|12.55\|5.64\|11.69\|12.72\|11.42\|2990127;2026-09-08\|12.39\|-1.27\|12.40\|12.74\|12.18\|2452679;2026-09-09\|12.21\|-1.45\|12.40\|12.58\|12.12\|1244417
122848	美股CSP公司ROI表现亮眼	算力租赁+IDC+定增行业原因：谷歌、微软、亚马逊最新季度云业务收入集体超预期大涨，谷歌云同比增长82%，微软Azure增长43%，亚马逊AWS增长37%。谷歌、微软、亚马逊隔夜美股集体涨超4%。公司原因： 1、据2026年7月21日公告，公司签署总金额73,140万元的算力服务重大合同，向头部运营商客户提供智算服务，推动业务向算力产业链下游延伸。 2、据2025年年报，公司运营位于北京的中恩云数据中心，拥有约8000个机柜，以8-12KW高功率机柜为主，是北京稀缺的超大规模数据中心资源，毛利率保持在较高水平。 3、据2026年7月14日公告，公司拟向控股股东上海奉望定增募资不超15亿元，用于偿还债务和补充流动资金，以优化资本结构，支持数据中心领域布局。	公司签署总金额73,140万元的算力服务重大合同，向头部运营商客户提供智算服务，推动业务向算力产业链下游延伸	2026-04-30\|36.56\|5.00\|36.56\|36.56\|36.56\|4266;2026-05-06\|38.39\|5.01\|38.39\|38.39\|38.39\|2519;2026-05-07\|40.31\|5.00\|40.31\|40.31\|40.31\|5796;2026-05-08\|42.33\|5.01\|41.33\|42.33\|38.56\|98798;2026-05-11\|44.45\|5.01\|44.00\|44.45\|43.00\|15250;2026-05-12\|46.67\|4.99\|46.67\|46.67\|46.00\|16905;2026-05-13\|44.60\|-4.44\|48.54\|48.98\|44.34\|125243;2026-05-14\|46.83\|5.00\|45.52\|46.83\|45.52\|33841;2026-05-15\|44.89\|-4.14\|49.17\|49.17\|44.49\|72596;2026-05-18\|42.65\|-4.99\|44.00\|44.99\|42.65\|40910;2026-05-19\|40.52\|-4.99\|43.22\|43.67\|40.52\|22458;2026-05-20\|40.33\|-0.47\|40.02\|42.55\|40.00\|92218;2026-05-21\|39.69\|-1.59\|40.75\|41.18\|39.00\|51238;2026-05-22\|41.32\|4.11\|39.95\|41.43\|39.27\|32068;2026-05-25\|40.47\|-2.06\|41.48\|42.55\|40.30\|40694;2026-05-26\|40.24\|-0.57\|41.19\|41.70\|39.81\|34417;2026-05-27\|38.95\|-3.21\|40.24\|40.79\|38.23\|43345;2026-05-28\|40.90\|5.01\|39.00\|40.90\|37.51\|32522;2026-05-29\|42.95\|5.01\|41.99\|42.95\|40.90\|37088;2026-06-01\|43.76\|1.89\|45.10\|45.10\|43.01\|45708;2026-06-02\|41.70\|-4.71\|42.20\|42.87\|41.57\|33775;2026-06-03\|41.69\|-0.02\|41.45\|42.70\|40.77\|25325;2026-06-04\|40.33\|-3.26\|40.88\|41.69\|39.78\|21982;2026-06-05\|39.40\|-2.31\|40.10\|41.19\|39.11\|21891;2026-06-08\|38.54\|-2.18\|38.25\|39.37\|37.85\|26272;2026-06-09\|39.49\|2.46\|38.61\|40.47\|38.61\|26640;2026-06-10\|38.09\|-3.55\|38.60\|38.60\|37.80\|19112;2026-06-11\|39.88\|4.70\|38.18\|39.99\|37.61\|24625;2026-06-12\|40.00\|0.30\|39.58\|40.48\|39.01\|15462;2026-06-15\|40.58\|1.45\|39.90\|40.90\|39.80\|14593;2026-06-16\|40.67\|0.22\|40.39\|41.44\|39.50\|15777;2026-06-17\|41.36\|1.70\|40.98\|42.14\|40.02\|20506;2026-06-18\|42.76\|3.38\|41.63\|43.33\|40.43\|20219;2026-06-22\|43.88\|2.62\|43.00\|44.89\|43.00\|21502;2026-06-23\|46.07\|4.99\|44.01\|46.07\|44.01\|30133;2026-06-24\|48.37\|4.99\|47.40\|48.37\|47.40\|17161;2026-06-26\|46.99\|-2.85\|51.00\|51.00\|44.99\|98049;2026-06-29\|42.29\|-10.00\|46.00\|46.47\|42.29\|50178;2026-06-30\|42.50\|0.50\|40.66\|43.00\|38.18\|63792;2026-07-01\|45.28\|6.54\|42.18\|46.59\|40.50\|70844;2026-07-02\|44.73\|-1.21\|44.50\|46.52\|43.58\|49132;2026-07-03\|46.77\|4.56\|44.72\|48.64\|44.38\|53539;2026-07-06\|49.54\|5.92\|47.19\|50.88\|46.32\|72245;2026-07-07\|47.55\|-4.02\|48.65\|50.98\|46.75\|62623;2026-07-08\|45.08\|-5.19\|47.56\|48.11\|45.00\|48169;2026-07-09\|45.61\|1.18\|45.15\|49.50\|43.68\|56015;2026-07-10\|43.03\|-5.66\|44.90\|47.40\|43.00\|55388;2026-07-13\|42.84\|-0.44\|42.86\|46.00\|42.00\|64842;2026-07-14\|45.50\|6.21\|42.84\|45.50\|40.00\|85224;2026-07-15\|40.95\|-10.00\|44.00\|44.00\|40.95\|65868;2026-07-16\|36.86\|-9.99\|37.00\|39.43\|36.86\|59964;2026-07-17\|35.30\|-4.23\|35.71\|36.80\|33.40\|86337;2026-07-20\|32.98\|-6.57\|35.74\|38.12\|32.14\|75039;2026-07-21\|34.00\|3.09\|34.20\|34.96\|31.02\|76793;2026-07-22\|34.00\|0.00\|34.10\|35.13\|32.98\|58237;2026-07-23\|33.72\|-0.82\|34.01\|34.93\|33.02\|32525;2026-07-24\|33.40\|-0.95\|33.39\|33.94\|32.35\|32273;2026-07-27\|33.93\|1.59\|33.70\|34.88\|33.01\|46029;2026-07-28\|32.70\|-3.63\|33.30\|34.48\|32.60\|38105;2026-07-29\|31.72\|-3.00\|32.50\|32.67\|31.02\|42390;2026-07-30\|28.55\|-9.99\|31.72\|32.00\|28.55\|53246;2026-07-31\|29.00\|1.58\|28.70\|30.49\|28.67\|64000;2026-08-03\|28.47\|-1.83\|29.43\|29.48\|28.31\|51275;2026-08-04\|31.32\|10.01\|28.37\|31.32\|28.30\|64660;2026-08-05\|32.36\|3.32\|31.32\|33.70\|31.32\|78453;2026-08-06\|33.70\|4.14\|32.09\|33.91\|31.71\|57412;2026-08-07\|34.09\|1.16\|33.51\|34.17\|32.90\|47378;2026-08-10\|37.50\|10.00\|34.40\|37.50\|34.28\|62969;2026-08-11\|37.07\|-1.15\|37.62\|38.50\|36.28\|81378;2026-08-12\|37.87\|2.16\|37.23\|38.30\|36.60\|50332;2026-08-13\|37.10\|-2.03\|38.83\|39.85\|37.10\|55457;2026-08-14\|37.13\|0.08\|37.10\|38.33\|36.79\|43126;2026-08-17\|40.84\|9.99\|37.14\|40.84\|36.92\|69762;2026-08-18\|43.13\|5.61\|40.80\|44.35\|40.80\|98730;2026-08-19\|40.95\|-5.05\|42.10\|43.30\|40.61\|74056;2026-08-20\|41.50\|1.34\|41.01\|41.78\|40.05\|54066;2026-08-21\|41.41\|-0.22\|41.50\|41.99\|40.26\|60244;2026-08-24\|39.17\|-5.41\|41.00\|41.39\|38.81\|56236;2026-08-25\|39.19\|0.05\|38.83\|39.57\|37.79\|36860;2026-08-26\|38.76\|-1.10\|39.50\|39.50\|38.45\|23425;2026-08-27\|38.73\|-0.08\|38.69\|39.26\|38.51\|29012;2026-08-28\|38.01\|-1.86\|38.66\|39.32\|38.01\|34707;2026-08-31\|38.65\|1.68\|37.69\|39.00\|37.25\|42491;2026-09-01\|38.21\|-1.14\|38.66\|39.10\|37.87\|30540;2026-09-02\|36.73\|-3.87\|37.90\|37.91\|36.70\|40400;2026-09-03\|36.80\|0.19\|37.13\|37.68\|36.45\|32350;2026-09-04\|35.66\|-3.10\|36.81\|37.98\|35.40\|41188;2026-09-07\|36.39\|2.05\|35.60\|37.98\|35.60\|44734;2026-09-08\|35.95\|-1.21\|36.60\|36.98\|35.90\|28395;2026-09-09\|36.81\|2.39\|35.95\|38.50\|35.95\|37516
122847	美股CSP公司ROI表现亮眼	ST摘帽+一季报扭亏+5G通信服务行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月26日互动易，公司已向上海证券交易所提交了撤销其他风险警示的申请，目前处于补充材料阶段；据2026年4月29日公告，董事会已审议通过申请撤销其他风险警示的议案，年审会计师对公司2025年内部控制评价报告出具了标准无保留意见审计报告。 2、据2026年6月26日互动易，公司2026年第一季度实现营业收入10471.93万元，同比增长32.99%，归母净利润673.91万元，同比扭亏为盈。 3、据2025年半年报，公司主营业务为通信技术服务，积极参与5G、千兆光网等领域建设，与三大运营商保持长期稳定合作关系，并拓展智慧城市、智慧校园等新兴市场。	公司共同持股成立吉林省华君算力科技有限公司，经营范围包含云计算设备销售等	2026-04-30\|7.64\|4.95\|7.35\|7.64\|7.21\|87037;2026-05-06\|8.02\|4.97\|7.80\|8.02\|7.75\|44647;2026-05-07\|8.36\|4.24\|8.39\|8.42\|8.07\|159566;2026-05-08\|8.33\|-0.36\|8.46\|8.55\|8.23\|87906;2026-05-11\|8.75\|5.04\|8.47\|8.75\|8.46\|40704;2026-05-12\|9.19\|5.03\|9.10\|9.19\|9.01\|90119;2026-05-13\|9.65\|5.01\|9.53\|9.65\|9.20\|125665;2026-05-14\|9.59\|-0.62\|9.65\|9.85\|9.35\|120348;2026-05-15\|10.07\|5.01\|10.00\|10.07\|10.00\|67957;2026-05-18\|9.59\|-4.77\|10.07\|10.50\|9.58\|159684;2026-05-19\|9.39\|-2.09\|9.55\|9.80\|9.12\|116585;2026-05-20\|9.66\|2.88\|9.29\|9.75\|9.29\|77339;2026-05-21\|9.42\|-2.48\|9.47\|9.93\|9.42\|64054;2026-05-22\|9.44\|0.21\|9.56\|9.58\|9.35\|36308;2026-05-25\|9.57\|1.38\|9.39\|9.78\|9.39\|57655;2026-05-26\|9.29\|-2.93\|9.59\|9.69\|9.19\|64656;2026-05-27\|9.57\|3.01\|9.28\|9.72\|9.06\|63425;2026-05-28\|9.40\|-1.78\|9.51\|9.73\|9.38\|63173;2026-05-29\|9.34\|-0.64\|9.51\|9.58\|9.27\|39743;2026-06-01\|9.46\|1.28\|9.35\|9.52\|9.23\|34664;2026-06-02\|9.93\|4.97\|9.55\|9.93\|9.38\|98922;2026-06-03\|9.43\|-5.04\|9.94\|9.95\|9.43\|90374;2026-06-04\|8.96\|-4.98\|9.19\|9.40\|8.96\|37526;2026-06-05\|8.51\|-5.02\|8.51\|8.51\|8.51\|19009;2026-06-08\|8.52\|0.12\|8.15\|8.92\|8.15\|79228;2026-06-09\|8.40\|-1.41\|8.46\|8.53\|8.23\|44455;2026-06-10\|8.35\|-0.60\|8.40\|8.56\|8.25\|46475;2026-06-11\|8.22\|-1.56\|8.31\|8.42\|8.08\|33626;2026-06-12\|8.60\|4.62\|8.24\|8.63\|8.24\|51416;2026-06-15\|8.59\|-0.12\|8.50\|8.85\|8.50\|44722;2026-06-16\|8.60\|0.12\|8.55\|8.73\|8.38\|37740;2026-06-17\|8.71\|1.28\|8.58\|8.80\|8.57\|25346;2026-06-18\|8.72\|0.11\|8.71\|8.85\|8.55\|42368;2026-06-22\|8.28\|-5.05\|8.72\|8.73\|8.28\|55483;2026-06-23\|8.25\|-0.36\|8.13\|8.39\|7.99\|54031;2026-06-24\|8.25\|0.00\|8.26\|8.35\|8.10\|35863;2026-06-25\|7.84\|-4.97\|8.25\|8.33\|7.84\|49526;2026-06-26\|7.82\|-0.26\|7.80\|7.97\|7.45\|51383;2026-06-29\|7.80\|-0.26\|7.73\|7.98\|7.46\|43017;2026-06-30\|8.19\|5.00\|7.79\|8.19\|7.72\|60863;2026-07-02\|9.01\|10.01\|8.92\|9.01\|8.54\|161595;2026-07-03\|9.91\|9.99\|9.08\|9.91\|9.08\|144732;2026-07-06\|8.98\|-9.38\|9.90\|10.00\|8.97\|270873;2026-07-07\|8.21\|-8.57\|8.82\|8.89\|8.08\|197268;2026-07-08\|8.05\|-1.95\|8.30\|8.50\|8.01\|116159;2026-07-09\|7.98\|-0.87\|7.99\|8.18\|7.79\|105674;2026-07-10\|8.78\|10.03\|8.05\|8.78\|8.01\|79455;2026-07-13\|8.60\|-2.05\|9.00\|9.50\|8.50\|237443;2026-07-14\|8.31\|-3.37\|8.56\|8.84\|8.15\|146907;2026-07-15\|8.14\|-2.05\|8.38\|8.40\|7.91\|116274;2026-07-16\|8.06\|-0.98\|8.19\|8.34\|7.86\|88827;2026-07-17\|7.55\|-6.33\|8.00\|8.15\|7.53\|115785;2026-07-20\|7.34\|-2.78\|7.66\|7.85\|7.15\|96437;2026-07-21\|7.56\|3.00\|7.39\|7.56\|6.62\|103877;2026-07-22\|7.61\|0.66\|7.45\|7.80\|7.39\|69545;2026-07-23\|7.86\|3.29\|7.56\|7.89\|7.51\|62533;2026-07-24\|7.82\|-0.51\|7.64\|8.00\|7.63\|63843;2026-07-27\|7.85\|0.38\|7.79\|7.95\|7.69\|63756;2026-07-28\|7.89\|0.51\|7.82\|8.49\|7.79\|83762;2026-07-29\|8.68\|10.01\|7.89\|8.68\|7.72\|124613;2026-07-30\|8.72\|0.46\|8.85\|9.16\|8.51\|281630;2026-07-31\|8.49\|-2.64\|8.41\|8.72\|7.90\|202160;2026-08-03\|8.36\|-1.53\|8.25\|8.39\|8.10\|118845;2026-08-04\|9.20\|10.05\|8.46\|9.20\|8.26\|168154;2026-08-05\|9.07\|-1.41\|9.37\|9.38\|8.93\|253738;2026-08-06\|9.44\|4.08\|9.07\|9.72\|8.92\|223483;2026-08-07\|8.88\|-5.93\|9.12\|9.16\|8.74\|185447;2026-08-10\|9.11\|2.59\|9.00\|9.12\|8.72\|122780;2026-08-11\|8.93\|-1.98\|9.02\|9.08\|8.87\|82398;2026-08-12\|8.90\|-0.34\|8.94\|9.03\|8.77\|80696;2026-08-13\|9.17\|3.03\|8.98\|9.79\|8.92\|254632;2026-08-14\|8.77\|-4.36\|8.90\|9.08\|8.72\|169541;2026-08-17\|9.47\|7.98\|8.77\|9.65\|8.77\|396207;2026-08-18\|9.53\|0.63\|9.27\|9.64\|9.17\|325745;2026-08-19\|9.07\|-4.83\|9.41\|9.65\|9.03\|219160;2026-08-20\|8.86\|-2.32\|9.07\|9.16\|8.72\|154346;2026-08-21\|9.02\|1.81\|8.68\|9.08\|8.33\|140150;2026-08-24\|9.04\|0.22\|9.00\|9.22\|8.62\|116129;2026-08-25\|9.04\|0.00\|8.82\|9.10\|8.81\|83534;2026-08-26\|8.72\|-3.54\|9.01\|9.04\|8.72\|85652;2026-08-27\|8.71\|-0.11\|8.73\|8.79\|8.59\|69959;2026-08-28\|9.58\|9.99\|8.73\|9.58\|8.70\|281956;2026-08-31\|10.54\|10.02\|9.46\|10.54\|9.46\|432328;2026-09-01\|10.92\|3.61\|10.54\|11.58\|10.20\|601707;2026-09-02\|10.69\|-2.11\|10.50\|11.32\|10.50\|457688;2026-09-03\|10.78\|0.84\|10.82\|11.18\|10.62\|352408;2026-09-04\|10.57\|-1.95\|10.90\|11.10\|10.40\|288463;2026-09-07\|10.79\|2.08\|10.71\|10.80\|10.33\|242256;2026-09-08\|10.80\|0.09\|10.98\|10.99\|10.58\|223685;2026-09-09\|10.35\|-4.17\|10.84\|10.86\|10.28\|141145
122846	美股CSP公司ROI表现亮眼	固态变压器+AIDC+电网设备行业原因： 1、国家发展改革委、国家能源局日前印发《新型电力系统建设“十五五”规划》，明确未来五年我国电力发展的总体思路，提出到2030年初步建成新型电力系统的战略目标。 2、据国家电网8月2日官微，受近期大范围高温天气影响，7月27日至31日，华北、东北2个区域电网，天津、冀北、江苏、辽宁、蒙东5个省级电网负荷屡创新高。公司原因： 1、据2026年7月31日投资者关系活动记录表，公司将固态变压器SST作为重点战略布局产品，市场端紧盯AIDC市场发展需求，同步跟踪园区直流电网、源网荷储等场景的应用机遇。公司已完成研发并提供交流10kV～35kV、直流20kV～60kV接入，240V～800V直流输出的系列产品，是国内少有能够提供数据中心交直流配电系统一二次关键设备、技术及全套解决方案的厂家。 2、据2026年7月31日投资者关系活动记录表，公司持续拓展AI数据中心AIDC、零碳园区、虚拟电厂、绿电直连等新兴场景，为长期可持续增长培育新动能。同时，公司已形成覆盖发电、输电、变电、运检等环节的AI+解决方案，并推出绿色算力解决方案。 3、据2025年年度报告，公司深耕智能电网，继电保护和变电站自动化等产品处于行业前列，产品遍及全国并远销90多个国家及地区。据2026年一季报，公司2026年一季度实现营收21.58亿元，同比增长18.05%。	领先的新型电力系统解决方案提供商；公司具有完整的数据中心供配电解决方案，采用自主研发的高压开关柜、低压开关柜、低压保护、备自投、电能质量治理、数据中心供电监控系统产品	2026-04-30\|56.05\|3.82\|53.98\|56.36\|53.50\|354321;2026-05-06\|59.85\|6.78\|56.99\|61.66\|56.63\|430949;2026-05-07\|60.60\|1.25\|61.04\|61.30\|59.22\|276979;2026-05-08\|64.20\|5.94\|59.75\|64.20\|58.06\|372177;2026-05-11\|68.82\|7.20\|64.22\|70.62\|63.81\|329110;2026-05-12\|74.10\|7.67\|68.30\|74.52\|67.22\|313310;2026-05-13\|81.51\|10.00\|73.36\|81.51\|72.06\|328172;2026-05-14\|74.08\|-9.12\|80.00\|82.99\|73.94\|458474;2026-05-15\|76.51\|3.28\|73.40\|79.55\|73.10\|360706;2026-05-18\|84.16\|10.00\|76.51\|84.16\|75.51\|327718;2026-05-19\|81.58\|-3.07\|83.32\|87.40\|80.89\|333656;2026-05-20\|86.48\|6.01\|81.60\|88.88\|79.16\|350591;2026-05-21\|81.67\|-5.56\|86.80\|88.87\|81.06\|292634;2026-05-22\|82.34\|0.82\|81.99\|86.56\|80.80\|290039;2026-05-25\|80.88\|-1.77\|82.50\|83.59\|76.40\|466611;2026-05-26\|76.00\|-6.03\|78.76\|79.90\|75.01\|397923;2026-05-27\|82.81\|10.00\|76.00\|82.81\|75.50\|436616;2026-05-28\|82.02\|-0.95\|85.20\|85.83\|79.83\|360374;2026-05-29\|77.90\|-5.02\|82.03\|83.92\|77.00\|364228;2026-06-01\|75.66\|-2.88\|77.95\|79.95\|75.00\|317881;2026-06-02\|76.66\|1.32\|75.32\|77.63\|71.33\|337962;2026-06-03\|76.50\|-0.21\|76.59\|79.68\|74.52\|267103;2026-06-04\|74.58\|-2.51\|75.55\|76.49\|74.30\|216096;2026-06-05\|72.05\|-3.39\|73.96\|74.57\|71.19\|292031;2026-06-08\|67.96\|-5.68\|71.40\|72.50\|66.33\|289108;2026-06-09\|70.96\|4.41\|70.38\|72.26\|68.50\|256916;2026-06-10\|68.34\|-3.69\|69.67\|70.52\|67.00\|195569;2026-06-11\|67.07\|-1.86\|68.75\|70.25\|66.01\|184351;2026-06-12\|67.18\|0.16\|69.50\|69.50\|66.88\|203109;2026-06-15\|70.40\|4.79\|67.99\|70.66\|67.41\|306311;2026-06-16\|72.07\|2.37\|70.88\|73.90\|69.89\|477998;2026-06-17\|70.87\|-1.67\|71.74\|73.36\|69.54\|371636;2026-06-18\|74.63\|5.31\|70.50\|77.82\|70.30\|479440;2026-06-22\|77.81\|4.26\|75.00\|79.79\|72.17\|559224;2026-06-23\|70.80\|-9.01\|76.71\|76.80\|70.03\|451879;2026-06-24\|69.09\|-2.42\|69.25\|70.89\|66.79\|387557;2026-06-25\|71.72\|3.81\|68.82\|72.40\|67.12\|310330;2026-06-26\|65.16\|-9.15\|70.01\|70.50\|64.55\|426218;2026-06-29\|62.54\|-4.02\|65.38\|66.00\|60.50\|455362;2026-06-30\|63.20\|1.06\|62.88\|65.10\|62.01\|268472;2026-07-01\|58.58\|-7.31\|63.20\|63.59\|57.97\|393174;2026-07-02\|57.51\|-1.83\|58.10\|60.48\|57.00\|269306;2026-07-03\|58.00\|0.85\|57.99\|60.66\|57.75\|270380;2026-07-06\|60.96\|5.10\|58.88\|62.67\|58.73\|288671;2026-07-07\|56.39\|-7.50\|61.94\|61.94\|56.00\|246031;2026-07-08\|54.00\|-4.24\|56.98\|57.77\|53.90\|230267;2026-07-09\|56.00\|3.70\|54.63\|56.28\|52.70\|256977;2026-07-10\|54.55\|-2.59\|56.10\|57.20\|54.49\|216012;2026-07-13\|51.20\|-6.14\|54.33\|55.50\|51.00\|202838;2026-07-14\|52.60\|2.73\|51.36\|52.60\|49.20\|274999;2026-07-15\|49.63\|-5.65\|51.88\|53.00\|49.40\|218610;2026-07-16\|46.59\|-6.13\|49.00\|50.10\|46.30\|253879;2026-07-17\|44.50\|-4.49\|47.17\|47.17\|43.93\|300317;2026-07-20\|41.40\|-6.97\|46.62\|46.80\|40.05\|346671;2026-07-21\|44.84\|8.31\|42.22\|44.95\|37.96\|377861;2026-07-22\|42.79\|-4.57\|44.00\|44.80\|42.23\|225552;2026-07-23\|44.77\|4.63\|42.50\|45.05\|42.50\|296822;2026-07-24\|41.72\|-6.81\|43.77\|43.79\|41.30\|233679;2026-07-27\|44.10\|5.70\|41.94\|44.13\|41.70\|252944;2026-07-28\|40.27\|-8.68\|43.48\|43.48\|40.00\|235241;2026-07-29\|40.50\|0.57\|40.07\|41.00\|38.50\|240161;2026-07-30\|36.78\|-9.19\|40.00\|40.80\|36.50\|316841;2026-07-31\|37.98\|3.26\|39.00\|40.35\|37.92\|276457;2026-08-03\|38.30\|0.84\|38.50\|39.13\|37.78\|188758;2026-08-04\|42.13\|10.00\|39.40\|42.13\|38.82\|208254;2026-08-05\|44.58\|5.82\|41.71\|45.27\|41.03\|438606;2026-08-06\|44.67\|0.20\|44.32\|45.62\|43.57\|318735;2026-08-07\|45.97\|2.91\|44.86\|46.10\|43.96\|351869;2026-08-10\|45.89\|-0.17\|48.10\|48.65\|45.05\|382713;2026-08-11\|44.95\|-2.05\|45.69\|46.19\|44.12\|234358;2026-08-12\|45.91\|2.14\|45.14\|46.98\|44.00\|223761;2026-08-13\|47.10\|2.59\|46.45\|49.88\|46.26\|411946;2026-08-14\|46.11\|-2.10\|47.21\|47.68\|45.38\|267107;2026-08-17\|48.46\|5.10\|46.12\|48.48\|45.69\|291857;2026-08-18\|47.11\|-2.79\|48.43\|49.43\|46.62\|303268;2026-08-19\|43.88\|-6.86\|45.30\|46.28\|43.27\|310328;2026-08-20\|43.49\|-0.89\|44.70\|44.75\|42.92\|180971;2026-08-21\|45.45\|4.51\|43.31\|47.50\|43.15\|344385;2026-08-24\|44.14\|-2.88\|45.21\|46.64\|43.14\|241767;2026-08-25\|44.19\|0.11\|44.00\|45.37\|42.21\|177135;2026-08-26\|43.74\|-1.02\|44.28\|44.30\|42.70\|154795;2026-08-27\|43.22\|-1.19\|43.50\|43.84\|41.80\|293793;2026-08-28\|42.14\|-2.50\|42.80\|43.69\|42.00\|200270;2026-08-31\|42.27\|0.31\|41.38\|42.39\|40.92\|219667;2026-09-01\|41.14\|-2.67\|42.27\|42.75\|40.93\|173263;2026-09-02\|40.20\|-2.28\|40.73\|40.96\|40.10\|124788;2026-09-03\|41.61\|3.51\|40.81\|42.34\|40.04\|182833;2026-09-04\|40.95\|-1.59\|41.82\|44.31\|40.60\|267858;2026-09-07\|41.29\|0.83\|41.77\|41.97\|40.80\|191629;2026-09-08\|40.10\|-2.88\|41.34\|41.49\|39.98\|160665;2026-09-09\|42.35\|5.61\|40.40\|44.11\|40.20\|426347
122845	美股CSP公司ROI表现亮眼	涨停揭秘：全资子公司签订超净资产300%服务器租赁协议，标志重整落地与业务重启，直接受益AI算力基建加速；涨停缘由：重整后首个重大订单+服务器租赁金额超最近一期净资产300%+租期5年锁定长期收益+AI算力需求爆发；资金逻辑：资金聚焦低位重整标的，订单公告催化强度高，机构与游资同步介入，量能放大突破平台；风险提示：订单执行周期长、回款不确定性高，公司历史财务压力大，短期盈利尚未兑现	公司算力租赁大单租金上调79%，首批服务器即将起租	2026-04-30\|17.47\|2.58\|16.63\|17.50\|16.36\|1419421;2026-05-06\|20.90\|19.63\|18.00\|20.96\|17.77\|1414281;2026-05-07\|22.62\|8.23\|21.19\|24.88\|20.70\|1692099;2026-05-08\|23.24\|2.74\|23.01\|24.30\|22.20\|1194231;2026-05-11\|23.20\|-0.17\|22.99\|23.88\|22.53\|1201821;2026-05-12\|25.92\|11.72\|23.71\|26.49\|23.70\|1410180;2026-05-13\|25.57\|-1.35\|25.16\|26.18\|24.28\|1212055;2026-05-14\|26.35\|3.05\|25.57\|26.67\|24.72\|1193169;2026-05-15\|26.00\|-1.33\|26.20\|27.75\|25.08\|1274884;2026-05-18\|26.95\|3.65\|26.01\|27.46\|25.68\|984839;2026-05-19\|27.97\|3.78\|26.75\|28.21\|26.50\|893906;2026-05-20\|28.31\|1.22\|28.03\|28.80\|27.15\|808951;2026-05-21\|27.72\|-2.08\|29.00\|29.20\|27.18\|993357;2026-05-22\|30.90\|11.47\|28.24\|30.90\|28.03\|1177016;2026-05-25\|29.59\|-4.24\|31.20\|31.56\|25.00\|1479970;2026-05-26\|26.11\|-11.76\|28.93\|29.38\|24.50\|1311939;2026-05-27\|25.53\|-2.22\|26.41\|27.41\|25.25\|790519;2026-05-28\|28.27\|10.73\|25.49\|28.99\|24.95\|961110;2026-05-29\|27.66\|-2.16\|29.01\|30.00\|27.40\|742258;2026-06-01\|26.50\|-4.19\|27.04\|27.93\|26.21\|589263;2026-06-02\|24.98\|-5.74\|27.19\|27.19\|23.00\|820024;2026-06-03\|26.45\|5.88\|24.38\|26.68\|24.29\|742632;2026-06-04\|25.91\|-2.04\|26.45\|27.76\|25.90\|604100;2026-06-05\|25.51\|-1.54\|25.56\|26.43\|24.61\|483870;2026-06-08\|23.64\|-7.33\|23.61\|24.73\|23.03\|571486;2026-06-09\|23.69\|0.21\|24.00\|24.35\|23.10\|394922;2026-06-10\|23.99\|1.27\|23.51\|24.81\|22.59\|641901;2026-06-11\|27.11\|13.01\|24.11\|27.58\|24.07\|986077;2026-06-12\|26.07\|-3.84\|27.29\|27.91\|25.87\|676280;2026-06-15\|27.13\|4.07\|26.80\|28.42\|25.77\|900433;2026-06-16\|26.15\|-3.61\|26.99\|27.01\|25.56\|625177;2026-06-17\|28.38\|8.53\|25.89\|28.40\|25.60\|853513;2026-06-18\|28.68\|1.06\|28.63\|30.00\|27.62\|810945;2026-06-22\|31.29\|9.10\|28.70\|32.00\|28.70\|860016;2026-06-23\|30.11\|-3.77\|31.00\|31.70\|29.22\|706806;2026-06-24\|31.96\|6.14\|29.50\|32.19\|28.30\|864026;2026-06-25\|29.70\|-7.07\|32.32\|32.45\|29.19\|836826;2026-06-26\|28.15\|-5.22\|29.07\|30.20\|28.00\|529874;2026-06-29\|28.03\|-0.43\|28.89\|29.18\|27.00\|446252;2026-06-30\|28.95\|3.28\|28.08\|29.72\|27.68\|485378;2026-07-01\|28.85\|-0.35\|29.47\|29.92\|27.80\|488834;2026-07-02\|29.15\|1.04\|29.80\|31.70\|28.91\|837574;2026-07-03\|27.51\|-5.63\|28.03\|29.35\|26.80\|609696;2026-07-06\|24.90\|-9.49\|27.10\|27.10\|24.20\|667622;2026-07-07\|25.45\|2.21\|25.20\|25.80\|24.50\|349046;2026-07-08\|26.00\|2.16\|26.46\|27.33\|25.38\|580040;2026-07-09\|26.34\|1.31\|25.45\|27.25\|25.24\|524698;2026-07-10\|25.06\|-4.86\|26.00\|28.15\|25.02\|603890;2026-07-13\|25.30\|0.96\|25.10\|26.50\|24.80\|564904;2026-07-14\|30.36\|20.00\|25.90\|30.36\|25.66\|1306776;2026-07-15\|28.69\|-5.50\|32.00\|32.50\|27.50\|1286152;2026-07-16\|26.65\|-7.11\|27.27\|29.01\|26.16\|702238;2026-07-17\|22.37\|-16.06\|25.98\|26.64\|22.20\|854315;2026-07-20\|25.84\|15.51\|25.00\|26.84\|24.42\|1382494;2026-07-21\|26.99\|4.45\|25.70\|27.45\|23.23\|1168746;2026-07-22\|28.70\|6.34\|26.33\|29.19\|26.06\|1145437;2026-07-23\|28.05\|-2.26\|29.61\|31.88\|27.69\|1289115;2026-07-24\|25.78\|-8.09\|27.62\|27.86\|25.46\|913994;2026-07-27\|28.91\|12.14\|25.70\|28.91\|25.13\|823520;2026-07-28\|26.88\|-7.02\|27.99\|28.58\|26.75\|774192;2026-07-29\|28.50\|6.03\|26.63\|28.70\|25.86\|899883;2026-07-30\|26.10\|-8.42\|29.60\|30.20\|25.00\|1037494;2026-07-31\|27.90\|6.90\|29.58\|30.00\|27.28\|1286424;2026-08-03\|28.03\|0.47\|27.48\|29.22\|26.24\|949322;2026-08-04\|33.64\|20.01\|29.66\|33.64\|29.00\|1713377;2026-08-05\|36.97\|9.90\|34.21\|38.00\|34.21\|2172611;2026-08-06\|34.67\|-6.22\|35.19\|37.35\|33.66\|2170196;2026-08-07\|37.19\|7.27\|34.68\|38.00\|33.68\|2016539;2026-08-10\|38.39\|3.23\|37.22\|39.55\|35.83\|1658835;2026-08-11\|34.92\|-9.04\|38.15\|38.68\|34.88\|1639851;2026-08-12\|36.50\|4.52\|37.50\|38.18\|34.98\|1386322;2026-08-13\|35.35\|-3.15\|39.73\|41.00\|35.28\|1668472;2026-08-14\|38.93\|10.13\|36.23\|39.19\|34.80\|1810828;2026-08-17\|39.30\|0.95\|38.78\|40.00\|37.42\|1443154;2026-08-18\|36.47\|-7.20\|38.50\|38.62\|36.30\|1305082;2026-08-19\|32.51\|-10.86\|33.90\|35.37\|32.22\|1170284;2026-08-20\|32.92\|1.26\|32.19\|33.51\|31.19\|788991;2026-08-21\|32.30\|-1.88\|32.98\|33.15\|31.80\|605592;2026-08-24\|33.90\|4.95\|32.80\|33.98\|31.01\|921912;2026-08-25\|34.71\|2.39\|33.00\|35.50\|32.56\|931742;2026-08-26\|34.92\|0.60\|34.55\|35.40\|33.50\|741231;2026-08-27\|35.48\|1.60\|34.92\|36.00\|34.41\|728436;2026-08-28\|33.53\|-5.50\|34.85\|35.03\|33.50\|651018;2026-08-31\|34.87\|4.00\|32.60\|35.27\|32.30\|628444;2026-09-01\|33.57\|-3.73\|35.00\|35.22\|33.31\|485200;2026-09-02\|34.40\|2.47\|33.03\|35.18\|32.60\|592982;2026-09-03\|35.10\|2.03\|34.41\|35.50\|34.40\|595974;2026-09-04\|34.81\|-0.83\|35.11\|36.79\|34.78\|762637;2026-09-07\|35.91\|3.16\|35.41\|36.50\|33.99\|691338;2026-09-08\|35.54\|-1.03\|35.86\|37.19\|34.94\|774623;2026-09-09\|36.64\|3.10\|36.09\|37.18\|35.70\|566894
122844	美股CSP公司ROI表现亮眼	算力合作+存储芯片+人形机器人行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年5月27日公告，公司全资子公司签署《算力产业合作协议》，围绕算电协同、AIDC智能算力中心运营等四大维度开展合作，整体合作业务体量折算合计约60亿元；据2026年6月3日互动易，公司正积极推进协议落地交付工作。 2、据2026年6月4日互动易，公司收购的NAO人形机器人在教育、科研领域的全球部署量超2万台，目前正全力推出新一代NAO系列产品，并推出适用于教育、康复、老人陪护等场景的机器人及机器人潮玩系列产品。 3、据2025年1月15日及2024年12月12日互动易，公司参股的苏州亿铸智能科技是一家将新型存储器ReRAM与存算一体架构相结合的大算力AI芯片公司。	1、全资子公司签署《算力产业合作协议》，围绕算电协同、AIDC智能算力中心运营等四大维度开展合作，整体合作业务体量折算合计约60亿元； 2、公司参股的苏州亿铸智能科技有限公司是一家将新型存储器ReRAM及存算一体创新计算架构相结合，面向数据中心、云计算等场景的大算力AI芯片公司； 3、人工智能智慧口岸应用领域领先企业之一，已建立了机器人产品线，包括室内/外巡检机器人、协作机器人、车底查验机器人、测温机器人、协运机器人等	2026-04-30\|53.83\|9.99\|49.01\|53.83\|48.50\|117841;2026-05-06\|58.41\|8.51\|58.03\|58.96\|54.12\|255423;2026-05-07\|64.25\|10.00\|58.39\|64.25\|57.00\|110214;2026-05-08\|62.75\|-2.33\|65.00\|67.49\|61.82\|228362;2026-05-11\|60.02\|-4.35\|62.75\|63.20\|59.79\|166712;2026-05-12\|59.00\|-1.70\|61.00\|62.55\|58.50\|149373;2026-05-13\|63.10\|6.95\|58.80\|64.25\|57.05\|236401;2026-05-14\|69.41\|10.00\|64.23\|69.41\|63.12\|233401;2026-05-15\|69.49\|0.12\|69.88\|70.80\|65.06\|211543;2026-05-18\|63.70\|-8.33\|68.00\|68.66\|63.30\|179144;2026-05-19\|62.52\|-1.85\|64.30\|65.20\|60.88\|136797;2026-05-20\|62.22\|-0.48\|62.54\|63.36\|60.66\|98194;2026-05-21\|61.30\|-1.32\|62.45\|66.56\|61.02\|163398;2026-05-22\|63.53\|3.64\|61.80\|64.45\|60.93\|135561;2026-05-25\|59.39\|-6.52\|62.90\|63.48\|58.01\|160343;2026-05-26\|57.40\|-3.35\|59.40\|59.50\|56.27\|105434;2026-05-27\|52.31\|-8.87\|59.52\|60.08\|51.66\|220800;2026-05-28\|51.70\|-1.17\|50.99\|52.25\|49.16\|158152;2026-05-29\|46.53\|-10.00\|51.70\|52.00\|46.53\|152703;2026-06-01\|48.47\|4.17\|47.00\|49.78\|46.31\|120039;2026-06-02\|47.22\|-2.58\|48.47\|48.75\|46.66\|72081;2026-06-03\|47.89\|1.42\|47.22\|48.34\|46.00\|84155;2026-06-04\|47.26\|-1.32\|47.40\|48.26\|46.60\|58429;2026-06-05\|46.77\|-1.04\|47.12\|47.59\|45.71\|63447;2026-06-08\|45.15\|-3.46\|44.44\|46.55\|44.31\|57252;2026-06-09\|45.06\|-0.20\|46.05\|46.36\|44.50\|42965;2026-06-10\|44.32\|-1.64\|44.44\|44.99\|43.71\|39754;2026-06-11\|43.27\|-2.37\|43.77\|44.05\|42.50\|45572;2026-06-12\|44.96\|3.91\|43.41\|45.84\|43.29\|62114;2026-06-15\|49.46\|10.01\|45.50\|49.46\|45.01\|78703;2026-06-16\|54.41\|10.01\|52.52\|54.41\|52.52\|87290;2026-06-17\|53.84\|-1.05\|55.93\|56.50\|53.53\|179676;2026-06-18\|55.78\|3.60\|55.02\|59.22\|55.02\|175966;2026-06-22\|59.02\|5.81\|58.37\|59.75\|55.90\|203109;2026-06-23\|60.00\|1.66\|58.80\|61.64\|58.31\|137985;2026-06-24\|66.00\|10.00\|58.82\|66.00\|58.31\|168574;2026-06-25\|72.60\|10.00\|70.68\|72.60\|66.15\|86629;2026-06-26\|75.20\|3.58\|72.27\|77.88\|72.27\|274186;2026-06-29\|74.20\|-1.33\|75.13\|76.78\|72.00\|156991;2026-06-30\|79.00\|6.47\|75.11\|81.62\|74.78\|150232;2026-07-01\|78.30\|-0.89\|77.90\|81.03\|76.05\|141431;2026-07-02\|71.89\|-8.19\|75.50\|78.00\|71.34\|140044;2026-07-03\|70.85\|-1.45\|71.89\|75.39\|70.04\|102744;2026-07-06\|71.51\|0.93\|72.15\|74.80\|70.55\|105830;2026-07-07\|66.52\|-6.98\|71.00\|71.51\|65.87\|101162;2026-07-08\|69.79\|4.92\|68.70\|72.00\|65.19\|134658;2026-07-09\|62.81\|-10.00\|66.97\|67.00\|62.81\|98410;2026-07-10\|58.96\|-6.13\|60.53\|64.60\|58.96\|216290;2026-07-13\|59.01\|0.08\|58.98\|63.13\|57.80\|150033;2026-07-14\|58.50\|-0.86\|59.64\|61.49\|56.00\|108564;2026-07-15\|55.20\|-5.64\|59.09\|59.15\|54.70\|77918;2026-07-16\|54.75\|-0.82\|54.63\|57.44\|53.50\|88878;2026-07-17\|49.28\|-9.99\|54.89\|54.89\|49.28\|99116;2026-07-20\|48.34\|-1.91\|50.78\|54.10\|46.92\|115598;2026-07-21\|49.57\|2.54\|48.00\|49.74\|43.51\|125424;2026-07-22\|48.67\|-1.82\|48.73\|50.36\|48.06\|87401;2026-07-23\|49.63\|1.97\|49.00\|51.11\|48.10\|93554;2026-07-24\|46.76\|-5.78\|48.50\|49.54\|46.59\|71179;2026-07-27\|47.48\|1.54\|46.45\|47.50\|44.85\|73108;2026-07-28\|45.07\|-5.08\|47.32\|48.15\|44.73\|63583;2026-07-29\|41.95\|-6.92\|45.06\|45.08\|40.88\|92849;2026-07-30\|37.76\|-9.99\|41.79\|42.48\|37.76\|94833;2026-07-31\|40.64\|7.63\|40.00\|41.54\|38.86\|146187;2026-08-03\|40.74\|0.25\|40.36\|42.00\|39.80\|125217;2026-08-04\|44.81\|9.99\|41.40\|44.81\|41.35\|61635;2026-08-05\|49.29\|10.00\|47.95\|49.29\|46.03\|177689;2026-08-06\|49.22\|-0.14\|48.79\|51.50\|48.03\|225577;2026-08-07\|52.82\|7.31\|49.45\|54.14\|48.77\|227912;2026-08-10\|56.76\|7.46\|52.83\|57.00\|52.12\|213173;2026-08-11\|52.17\|-8.09\|55.00\|55.59\|51.50\|193943;2026-08-12\|53.49\|2.53\|53.02\|56.50\|53.02\|163335;2026-08-13\|53.45\|-0.07\|55.07\|56.75\|53.41\|162353;2026-08-14\|53.05\|-0.75\|53.07\|53.45\|51.76\|157484;2026-08-17\|56.61\|6.71\|52.90\|56.84\|52.90\|140116;2026-08-18\|55.71\|-1.59\|56.65\|56.92\|54.37\|117866;2026-08-19\|50.42\|-9.50\|54.50\|54.50\|50.15\|116095;2026-08-20\|50.50\|0.16\|50.50\|51.90\|49.55\|93186;2026-08-21\|50.05\|-0.89\|50.20\|51.46\|49.10\|77646;2026-08-24\|47.70\|-4.70\|50.20\|50.23\|46.23\|99574;2026-08-25\|47.57\|-0.27\|47.00\|48.18\|45.47\|68302;2026-08-26\|46.59\|-2.06\|47.61\|48.02\|45.58\|64600;2026-08-27\|48.27\|3.61\|46.87\|48.49\|46.84\|75895;2026-08-28\|46.80\|-3.05\|48.28\|49.74\|46.80\|85177;2026-08-31\|49.04\|4.79\|46.50\|49.08\|45.62\|84147;2026-09-01\|47.41\|-3.32\|48.84\|49.29\|47.07\|66904;2026-09-02\|47.38\|-0.06\|46.55\|47.99\|46.35\|51115;2026-09-03\|48.04\|1.39\|48.00\|48.73\|47.22\|63381;2026-09-04\|46.76\|-2.66\|48.28\|49.37\|46.32\|69164;2026-09-07\|48.56\|3.85\|47.15\|49.09\|46.56\|76626;2026-09-08\|48.15\|-0.84\|49.01\|49.69\|47.89\|80991;2026-09-09\|47.49\|-1.37\|48.76\|48.98\|47.33\|38102
122843	美股CSP公司ROI表现亮眼	算力租赁+液冷服务器+数据中心行业原因：谷歌、微软、亚马逊最新季度云业务收入集体超预期大涨，谷歌云同比增长82%，微软Azure增长43%，亚马逊AWS增长37%。谷歌、微软、亚马逊隔夜美股集体涨超4%。公司原因： 1、据2026年8月3日互动易，公司南京楷德悠云数据中心一期项目已达到预定可使用状态，已中标相关客户，将根据客户要求逐步交付。该数据中心投资约15亿元，总容量8400架机柜，建成后通过提供机柜租用和运维服务等IDC基础服务实现收益。 2、据2026年4月1日投资者关系活动记录表，公司已实现2MW级别CDU的成熟设计与批量生产能力，并拥有预制化液冷方案等产品矩阵，为高热密度场景定制温控方案。 3、据2026年3月24日年报，公司主要产品为精密空调设备、机房环境一体化产品，广泛运用于通信IDC服务商和第三方IDC服务商的大、中型数据中心。	公司掌握磁悬浮压缩机在冷水机组产品中的应用技术，为数据中心等领域提供相关的制冷解决方案	2026-04-30\|10.58\|1.24\|10.40\|10.85\|10.36\|367394;2026-05-06\|11.13\|5.20\|10.96\|11.25\|10.85\|460492;2026-05-07\|11.33\|1.80\|11.29\|11.36\|11.06\|308200;2026-05-08\|11.64\|2.74\|11.25\|11.86\|11.09\|387621;2026-05-11\|11.51\|-1.12\|11.64\|11.74\|11.32\|321368;2026-05-12\|11.41\|-0.87\|11.41\|11.47\|11.19\|251434;2026-05-13\|11.91\|4.38\|11.36\|12.18\|11.36\|403867;2026-05-14\|11.37\|-4.53\|11.99\|12.08\|11.36\|294720;2026-05-15\|11.57\|1.76\|11.43\|11.90\|11.36\|366580;2026-05-18\|11.24\|-2.85\|11.35\|11.73\|11.12\|292093;2026-05-19\|11.46\|1.96\|11.19\|11.51\|10.82\|291491;2026-05-20\|11.38\|-0.70\|11.30\|11.60\|11.07\|226752;2026-05-21\|10.37\|-8.88\|11.38\|11.42\|10.25\|415559;2026-05-22\|10.71\|3.28\|10.48\|10.78\|10.31\|247394;2026-05-25\|10.52\|-1.77\|10.73\|10.83\|10.21\|232540;2026-05-26\|9.89\|-5.99\|10.48\|10.48\|9.66\|283269;2026-05-27\|9.59\|-3.03\|9.85\|9.86\|9.43\|177596;2026-05-28\|9.76\|1.77\|9.58\|9.84\|9.42\|180464;2026-05-29\|9.15\|-6.25\|9.78\|9.82\|9.03\|208307;2026-06-01\|8.98\|-1.86\|9.03\|9.27\|8.95\|167144;2026-06-02\|8.97\|-0.11\|8.97\|9.03\|8.64\|154275;2026-06-03\|9.01\|0.45\|8.96\|9.22\|8.90\|169288;2026-06-04\|8.90\|-1.22\|8.88\|9.05\|8.84\|116029;2026-06-05\|8.97\|0.79\|8.87\|9.05\|8.60\|151401;2026-06-08\|8.47\|-5.57\|8.50\|8.82\|8.31\|184010;2026-06-09\|8.66\|2.24\|8.55\|8.68\|8.45\|150035;2026-06-10\|8.54\|-1.39\|8.62\|8.95\|8.45\|156525;2026-06-11\|8.20\|-3.98\|8.49\|8.54\|8.14\|145177;2026-06-12\|8.10\|-1.22\|8.30\|8.41\|8.09\|128454;2026-06-15\|8.46\|4.44\|8.37\|8.49\|8.20\|131253;2026-06-16\|8.61\|1.77\|8.40\|8.69\|8.31\|140581;2026-06-17\|8.34\|-3.14\|8.55\|8.67\|8.31\|135593;2026-06-18\|8.68\|4.08\|8.34\|8.79\|8.29\|194872;2026-06-22\|8.70\|0.23\|8.69\|8.79\|8.34\|213756;2026-06-23\|8.79\|1.03\|9.22\|9.48\|8.62\|382780;2026-06-24\|8.42\|-4.21\|8.57\|8.65\|8.19\|296564;2026-06-25\|8.45\|0.36\|8.50\|9.00\|8.33\|262631;2026-06-26\|7.85\|-7.10\|8.27\|8.31\|7.80\|276005;2026-06-29\|7.52\|-4.20\|7.85\|7.85\|7.36\|216235;2026-06-30\|7.78\|3.46\|7.45\|7.84\|7.43\|194409;2026-07-01\|7.81\|0.39\|7.78\|7.93\|7.62\|169203;2026-07-02\|7.58\|-2.94\|7.76\|7.88\|7.52\|165308;2026-07-03\|7.70\|1.58\|7.60\|7.84\|7.55\|147260;2026-07-06\|7.78\|1.04\|7.68\|8.03\|7.64\|186307;2026-07-07\|7.10\|-8.74\|7.50\|7.60\|7.04\|258315;2026-07-08\|7.12\|0.28\|7.08\|7.32\|7.02\|157729;2026-07-09\|7.30\|2.53\|7.13\|7.32\|6.80\|193755;2026-07-10\|7.51\|2.88\|7.40\|7.75\|7.19\|233824;2026-07-13\|7.02\|-6.52\|7.51\|7.58\|6.98\|166325;2026-07-14\|7.05\|0.43\|6.95\|7.10\|6.68\|160237;2026-07-15\|6.92\|-1.84\|7.00\|7.12\|6.85\|127194;2026-07-16\|7.12\|2.89\|6.82\|7.34\|6.80\|177690;2026-07-17\|6.81\|-4.35\|7.12\|7.14\|6.67\|174112;2026-07-20\|6.73\|-1.17\|6.83\|7.32\|6.61\|233124;2026-07-21\|6.80\|1.04\|6.69\|6.86\|6.13\|226353;2026-07-22\|6.88\|1.18\|6.67\|7.08\|6.65\|183410;2026-07-23\|7.06\|2.62\|6.86\|7.25\|6.86\|156234;2026-07-24\|6.82\|-3.40\|7.01\|7.04\|6.82\|105344;2026-07-27\|7.13\|4.55\|6.80\|7.19\|6.78\|131985;2026-07-28\|7.07\|-0.84\|7.02\|7.18\|7.01\|90517;2026-07-29\|7.07\|0.00\|7.07\|7.15\|6.85\|123948;2026-07-30\|6.81\|-3.68\|7.03\|7.12\|6.80\|138627;2026-07-31\|7.05\|3.52\|6.99\|7.16\|6.96\|156549;2026-08-03\|7.13\|1.13\|7.08\|7.18\|7.06\|89124;2026-08-04\|7.84\|9.96\|7.17\|7.84\|7.17\|266063;2026-08-05\|7.80\|-0.51\|7.90\|8.04\|7.73\|445492;2026-08-06\|7.80\|0.00\|7.80\|7.93\|7.68\|244615;2026-08-07\|7.76\|-0.51\|7.80\|7.88\|7.60\|197408;2026-08-10\|7.72\|-0.52\|7.76\|7.80\|7.56\|160428;2026-08-11\|8.07\|4.53\|7.85\|8.37\|7.74\|501958;2026-08-12\|8.08\|0.12\|7.91\|8.16\|7.76\|358000;2026-08-13\|8.89\|10.02\|8.20\|8.89\|8.17\|363869;2026-08-14\|8.60\|-3.26\|8.88\|9.30\|8.48\|632930;2026-08-17\|8.57\|-0.35\|8.45\|8.84\|8.39\|369092;2026-08-18\|8.59\|0.23\|8.48\|8.88\|8.21\|455178;2026-08-19\|7.92\|-7.80\|8.33\|8.36\|7.87\|327617;2026-08-20\|8.36\|5.56\|8.08\|8.68\|7.97\|378871;2026-08-21\|8.48\|1.44\|8.32\|8.50\|8.17\|244900;2026-08-24\|8.25\|-2.71\|8.50\|8.56\|8.13\|185195;2026-08-25\|9.08\|10.06\|8.07\|9.08\|8.07\|413134;2026-08-26\|8.92\|-1.76\|9.00\|9.14\|8.82\|347504;2026-08-27\|9.00\|0.90\|8.92\|9.18\|8.89\|296324;2026-08-28\|8.90\|-1.11\|9.13\|9.16\|8.86\|219813;2026-08-31\|9.24\|3.82\|8.62\|9.26\|8.61\|338739;2026-09-01\|9.07\|-1.84\|9.24\|9.27\|9.02\|200544;2026-09-02\|9.20\|1.43\|8.90\|9.25\|8.90\|199127;2026-09-03\|9.41\|2.28\|9.32\|9.52\|9.16\|335000;2026-09-04\|9.15\|-2.76\|9.35\|9.55\|9.07\|357118;2026-09-07\|9.09\|-0.66\|9.15\|9.30\|8.96\|227044;2026-09-08\|9.02\|-0.77\|9.04\|9.21\|8.92\|252344;2026-09-09\|8.82\|-2.22\|9.02\|9.03\|8.76\|136174
122842	美股CSP公司ROI表现亮眼	AI算力+智算中心+大模型合作 1、据2025年年报，公司核心业务为服务AI智能算力需求的新基建，具备覆盖智算中心全生命周期的一体化解决方案与运营服务能力，并深度布局AI算力卡及DPU高带宽通信组件。 2、据2025年年报，公司与华为、MiniMax、字节跳动、百度智能云等头部AI企业建立深度合作，提供算力资源供给、模型训练与推理优化服务，并落地天津人工智能计算中心等标杆项目。 3、据2025年年报，公司全面推进“AI+”战略，同步推进“算力筑基”与“全球布局”双轮驱动，致力构建从底层硬件到上层应用的全栈算力解决方案，把握算力建设战略窗口期。	公司全面推进“AI+算力”战略，拥有新一代人工智能算力中心整体解决方案，并获头部科技企业智能计算ISV核心认证，为华为云软件认证合作伙伴、华为云服务合作伙伴和华为政企金牌合作伙伴	2026-04-30\|21.92\|-2.62\|22.31\|22.75\|21.68\|1126137;2026-05-06\|22.84\|4.20\|22.36\|23.16\|22.36\|1175036;2026-05-07\|23.55\|3.11\|22.98\|23.55\|22.78\|1094028;2026-05-08\|23.09\|-1.95\|23.26\|23.79\|23.08\|996858;2026-05-11\|22.84\|-1.08\|23.33\|23.57\|22.70\|1010607;2026-05-12\|22.32\|-2.28\|22.95\|23.00\|22.08\|826655;2026-05-13\|24.38\|9.23\|22.55\|24.55\|22.45\|2336896;2026-05-14\|23.02\|-5.58\|23.98\|24.28\|23.01\|1598111;2026-05-15\|22.94\|-0.35\|22.85\|23.50\|22.80\|945512;2026-05-18\|23.46\|2.27\|23.79\|23.82\|23.26\|856926;2026-05-19\|22.76\|-2.98\|23.00\|23.15\|22.10\|860214;2026-05-20\|22.24\|-2.28\|22.77\|23.14\|22.00\|811736;2026-05-21\|21.09\|-5.17\|22.32\|22.43\|20.76\|924653;2026-05-22\|21.25\|0.76\|21.09\|21.48\|20.34\|825005;2026-05-25\|20.94\|-1.46\|21.28\|21.47\|20.62\|709788;2026-05-26\|20.38\|-2.67\|20.70\|20.89\|20.06\|733339;2026-05-27\|19.43\|-4.66\|20.38\|20.38\|19.36\|795493;2026-05-28\|19.85\|2.16\|19.43\|19.96\|19.31\|666695;2026-05-29\|18.96\|-4.48\|20.25\|20.52\|18.75\|771151;2026-06-01\|19.01\|0.26\|19.03\|19.48\|18.75\|635478;2026-06-02\|18.63\|-2.00\|18.90\|18.99\|17.71\|789249;2026-06-03\|18.55\|-0.43\|18.42\|18.99\|18.31\|550659;2026-06-04\|18.06\|-2.64\|18.20\|18.39\|17.93\|469674;2026-06-05\|17.90\|-0.89\|18.03\|18.29\|17.57\|541853;2026-06-08\|17.11\|-4.41\|17.30\|17.82\|16.89\|538487;2026-06-09\|17.90\|4.62\|17.54\|18.10\|17.06\|698089;2026-06-10\|18.32\|2.35\|18.05\|19.10\|17.90\|1279008;2026-06-11\|17.23\|-5.95\|17.90\|17.99\|17.10\|776668;2026-06-12\|17.45\|1.28\|17.51\|17.77\|17.36\|649199;2026-06-15\|17.87\|2.41\|17.66\|17.91\|17.59\|483141;2026-06-16\|18.03\|0.90\|17.75\|18.15\|17.44\|577840;2026-06-17\|17.74\|-1.61\|17.80\|17.98\|17.60\|464124;2026-06-18\|17.92\|1.01\|17.77\|18.27\|17.51\|608261;2026-06-22\|19.30\|7.70\|17.93\|19.65\|17.92\|1485741;2026-06-23\|18.41\|-4.61\|19.11\|19.44\|18.30\|1027352;2026-06-24\|17.71\|-3.80\|18.01\|18.15\|17.24\|808759;2026-06-25\|16.88\|-4.69\|17.58\|17.73\|16.80\|829655;2026-06-26\|15.84\|-6.16\|16.82\|16.83\|15.83\|717563;2026-06-29\|15.47\|-2.34\|15.85\|15.99\|15.20\|558057;2026-06-30\|15.83\|2.33\|15.40\|16.06\|15.28\|492014;2026-07-01\|16.22\|2.46\|15.70\|16.50\|15.70\|602644;2026-07-02\|15.72\|-3.08\|16.00\|16.74\|15.70\|679270;2026-07-03\|15.49\|-1.46\|15.81\|15.93\|15.47\|450436;2026-07-06\|15.00\|-3.16\|15.27\|15.54\|14.85\|463301;2026-07-07\|14.37\|-4.20\|14.80\|15.07\|14.30\|451979;2026-07-08\|14.67\|2.09\|14.49\|15.32\|14.49\|654362;2026-07-09\|15.05\|2.59\|14.60\|15.10\|14.30\|707974;2026-07-10\|16.56\|10.03\|15.05\|16.56\|14.91\|1129457;2026-07-13\|15.71\|-5.13\|16.59\|16.93\|15.55\|1565639;2026-07-14\|14.95\|-4.84\|15.80\|15.99\|14.40\|992201;2026-07-15\|14.55\|-2.68\|14.35\|15.09\|14.35\|768673;2026-07-16\|14.29\|-1.79\|14.29\|15.05\|14.11\|670271;2026-07-17\|13.12\|-8.12\|14.20\|14.43\|12.91\|700168;2026-07-20\|13.01\|-0.84\|13.26\|13.77\|12.57\|739521;2026-07-21\|13.38\|2.84\|13.01\|13.39\|11.95\|759530;2026-07-22\|13.40\|0.15\|13.28\|13.80\|13.20\|561019;2026-07-23\|13.60\|1.49\|13.30\|13.77\|13.24\|471706;2026-07-24\|12.86\|-5.44\|13.40\|13.41\|12.86\|389883;2026-07-27\|13.59\|5.68\|12.80\|13.60\|12.66\|602461;2026-07-28\|13.52\|-0.52\|13.40\|14.05\|13.39\|517060;2026-07-29\|13.33\|-1.41\|13.52\|13.66\|13.05\|490776;2026-07-30\|12.89\|-3.30\|13.28\|13.85\|12.87\|615219;2026-07-31\|13.74\|6.59\|13.21\|14.11\|13.21\|963658;2026-08-03\|14.20\|3.35\|13.70\|14.44\|13.66\|752844;2026-08-04\|15.62\|10.00\|14.35\|15.62\|14.33\|518826;2026-08-05\|16.15\|3.39\|15.85\|16.30\|15.81\|2142296;2026-08-06\|15.97\|-1.11\|15.85\|16.40\|15.65\|1367714;2026-08-07\|15.83\|-0.88\|15.96\|16.00\|15.35\|970783;2026-08-10\|15.69\|-0.88\|15.78\|15.91\|15.46\|589205;2026-08-11\|15.65\|-0.25\|15.56\|15.95\|15.37\|545850;2026-08-12\|15.89\|1.53\|15.98\|16.19\|15.65\|705635;2026-08-13\|15.54\|-2.20\|15.98\|16.37\|15.54\|862234;2026-08-14\|15.41\|-0.84\|15.59\|15.70\|14.95\|750963;2026-08-17\|15.46\|0.32\|15.41\|15.47\|15.11\|479696;2026-08-18\|15.07\|-2.52\|15.40\|15.40\|14.84\|567657;2026-08-19\|13.73\|-8.89\|14.76\|14.76\|13.73\|650970;2026-08-20\|13.56\|-1.24\|14.00\|14.05\|13.50\|366588;2026-08-21\|13.56\|0.00\|13.42\|13.58\|13.20\|264950;2026-08-24\|12.98\|-4.28\|13.50\|13.57\|12.84\|382479;2026-08-25\|13.36\|2.93\|12.85\|13.40\|12.74\|385270;2026-08-26\|13.33\|-0.22\|13.40\|13.49\|13.19\|251517;2026-08-27\|13.67\|2.55\|13.31\|13.68\|13.20\|394179;2026-08-28\|13.53\|-1.02\|13.68\|13.96\|13.52\|413246;2026-08-31\|13.84\|2.29\|13.23\|13.85\|13.22\|361653;2026-09-01\|15.22\|9.97\|14.26\|15.22\|14.00\|1363076;2026-09-02\|14.68\|-3.55\|14.61\|15.21\|14.61\|1210156;2026-09-03\|14.47\|-1.43\|15.00\|15.10\|14.39\|817618;2026-09-04\|14.52\|0.35\|14.65\|15.10\|14.47\|960410;2026-09-07\|14.70\|1.24\|14.55\|14.74\|14.18\|614586;2026-09-08\|14.57\|-0.88\|14.88\|14.95\|14.45\|583717;2026-09-09\|14.20\|-2.54\|14.51\|14.54\|14.15\|349525
122841	美股CSP公司ROI表现亮眼	算力租赁+AI应用+蓝宝石 1、据2026年7月15日公告，公司2026年上半年算力业务营业收入同比、环比均大幅增长，算力业务毛利率约20%并实现板块盈利，扣除非经常性损益后的亏损额较上年同期明显收窄，收窄幅度约为60%至77%。 2、据2025年8月26日公司官微，公司控股子公司深圳市智算力数字科技有限公司正式发布一站式AI全智能问答助手—BajoSeek，该应用已上架各大应用商店并推出网页端。 3、据2026年5月20日互动易，公司在蓝宝石领域具备自主长晶技术、核心装备自研及规模化生产优势，产品应用于LED及消费类电子领域。	公司以算力租赁 + 智算中心为 AI 词元训练 / 推理提供算力底座，还完成 AI 服务器资产代币化，深度绑定词元经济	2026-04-30\|5.24\|-5.59\|5.58\|5.63\|5.20\|3074345;2026-05-06\|5.76\|9.92\|5.38\|5.76\|5.38\|3630676;2026-05-07\|5.91\|2.60\|5.76\|5.94\|5.71\|3796183;2026-05-08\|5.85\|-1.02\|5.86\|5.97\|5.80\|2505499;2026-05-11\|5.72\|-2.22\|5.94\|5.97\|5.66\|2598111;2026-05-12\|5.52\|-3.50\|5.67\|5.67\|5.48\|1853557;2026-05-13\|6.07\|9.96\|5.63\|6.07\|5.55\|2849358;2026-05-14\|5.83\|-3.95\|6.11\|6.33\|5.81\|4337386;2026-05-15\|5.76\|-1.20\|5.78\|6.09\|5.68\|3055189;2026-05-18\|5.84\|1.39\|5.94\|6.07\|5.79\|3289131;2026-05-19\|5.90\|1.03\|5.73\|6.00\|5.54\|2900881;2026-05-20\|5.67\|-3.90\|5.78\|5.95\|5.62\|2218427;2026-05-21\|5.21\|-8.11\|5.68\|5.73\|5.16\|2819761;2026-05-22\|5.34\|2.50\|5.21\|5.36\|5.06\|1607747;2026-05-25\|5.08\|-4.87\|5.34\|5.35\|4.94\|2285839;2026-05-26\|4.80\|-5.51\|5.00\|5.01\|4.72\|2136651;2026-05-27\|4.62\|-3.75\|4.80\|4.80\|4.57\|1585086;2026-05-28\|4.73\|2.38\|4.63\|4.89\|4.63\|1632807;2026-05-29\|4.56\|-3.59\|4.78\|4.82\|4.53\|1405711;2026-06-01\|4.56\|0.00\|4.52\|4.65\|4.45\|1047544;2026-06-02\|4.61\|1.10\|4.55\|4.65\|4.30\|1856342;2026-06-03\|4.84\|4.99\|4.90\|5.07\|4.79\|2269657;2026-06-04\|4.65\|-3.93\|4.70\|4.90\|4.60\|2184931;2026-06-05\|4.63\|-0.43\|4.59\|4.69\|4.52\|1432384;2026-06-08\|4.38\|-5.40\|4.39\|4.58\|4.30\|1324170;2026-06-09\|4.55\|3.88\|4.48\|4.55\|4.35\|1256263;2026-06-10\|4.52\|-0.66\|4.50\|4.70\|4.43\|1532919;2026-06-11\|4.38\|-3.10\|4.48\|4.49\|4.30\|1104193;2026-06-12\|4.34\|-0.91\|4.47\|4.49\|4.32\|1003851;2026-06-15\|4.52\|4.15\|4.39\|4.54\|4.39\|1197860;2026-06-16\|4.59\|1.55\|4.52\|4.61\|4.43\|1230935;2026-06-17\|4.67\|1.74\|4.56\|4.78\|4.55\|1675912;2026-06-18\|4.55\|-2.57\|4.70\|4.74\|4.49\|1264756;2026-06-22\|4.72\|3.74\|4.55\|4.85\|4.45\|2222915;2026-06-23\|4.83\|2.33\|4.67\|5.01\|4.62\|2410783;2026-06-24\|4.74\|-1.86\|4.78\|4.79\|4.50\|1893168;2026-06-25\|4.48\|-5.49\|4.68\|4.81\|4.47\|1572573;2026-06-26\|4.16\|-7.14\|4.35\|4.37\|4.10\|1686913;2026-06-29\|3.96\|-4.81\|4.12\|4.14\|3.88\|1538281;2026-06-30\|3.97\|0.25\|3.90\|4.06\|3.81\|1175283;2026-07-01\|3.99\|0.50\|3.97\|4.08\|3.91\|1225087;2026-07-02\|3.89\|-2.51\|3.92\|4.05\|3.88\|1135527;2026-07-03\|3.87\|-0.51\|3.89\|3.93\|3.85\|857592;2026-07-06\|3.67\|-5.17\|3.88\|3.89\|3.65\|1213702;2026-07-07\|3.53\|-3.81\|3.66\|3.68\|3.51\|903643;2026-07-08\|3.47\|-1.70\|3.56\|3.58\|3.43\|810622;2026-07-09\|3.56\|2.59\|3.50\|3.58\|3.40\|991899;2026-07-10\|3.67\|3.09\|3.55\|3.83\|3.51\|1412589;2026-07-13\|3.33\|-9.26\|3.65\|3.66\|3.31\|1220523;2026-07-14\|3.40\|2.10\|3.35\|3.43\|3.27\|1061799;2026-07-15\|3.39\|-0.29\|3.43\|3.51\|3.39\|876576;2026-07-16\|3.32\|-2.06\|3.39\|3.43\|3.30\|763516;2026-07-17\|3.11\|-6.33\|3.30\|3.33\|3.06\|930304;2026-07-20\|3.05\|-1.93\|3.18\|3.38\|3.00\|1330783;2026-07-21\|3.15\|3.28\|3.05\|3.16\|2.81\|1481519;2026-07-22\|3.18\|0.95\|3.10\|3.30\|3.07\|1351490;2026-07-23\|3.40\|6.92\|3.16\|3.50\|3.12\|3023384;2026-07-24\|3.18\|-6.47\|3.31\|3.33\|3.17\|1896506;2026-07-27\|3.29\|3.46\|3.14\|3.31\|3.13\|1175026;2026-07-28\|3.26\|-0.91\|3.23\|3.34\|3.23\|930473;2026-07-29\|3.28\|0.61\|3.25\|3.29\|3.16\|1057487;2026-07-30\|3.16\|-3.66\|3.26\|3.33\|3.16\|1039105;2026-07-31\|3.34\|5.70\|3.23\|3.42\|3.23\|1655331;2026-08-03\|3.44\|2.99\|3.36\|3.45\|3.34\|1019092;2026-08-04\|3.78\|9.88\|3.49\|3.78\|3.48\|1074865;2026-08-05\|3.93\|3.97\|3.88\|3.97\|3.82\|3519877;2026-08-06\|3.91\|-0.51\|3.82\|4.01\|3.82\|2464899;2026-08-07\|3.85\|-1.53\|3.95\|3.97\|3.77\|1593640;2026-08-10\|3.86\|0.26\|3.86\|3.88\|3.76\|1093079;2026-08-11\|3.86\|0.00\|3.85\|3.90\|3.76\|1079443;2026-08-12\|3.96\|2.59\|3.92\|3.97\|3.84\|1457615;2026-08-13\|3.83\|-3.28\|3.96\|4.04\|3.81\|1736109;2026-08-14\|3.87\|1.04\|3.80\|3.88\|3.70\|1503392;2026-08-17\|3.93\|1.55\|3.95\|3.96\|3.82\|1245020;2026-08-18\|3.82\|-2.80\|3.91\|3.91\|3.74\|1114756;2026-08-19\|3.52\|-7.85\|3.75\|3.77\|3.51\|1258120;2026-08-20\|3.51\|-0.28\|3.55\|3.58\|3.49\|786782;2026-08-21\|3.48\|-0.85\|3.48\|3.52\|3.38\|764032;2026-08-24\|3.38\|-2.87\|3.47\|3.51\|3.32\|767069;2026-08-25\|3.44\|1.78\|3.34\|3.46\|3.30\|714329;2026-08-26\|3.45\|0.29\|3.44\|3.49\|3.40\|551290;2026-08-27\|3.62\|4.93\|3.44\|3.78\|3.43\|2071282;2026-08-28\|3.57\|-1.38\|3.63\|3.67\|3.55\|1175169;2026-08-31\|3.60\|0.84\|3.51\|3.62\|3.47\|983473;2026-09-01\|3.67\|1.94\|3.58\|3.74\|3.58\|1113235;2026-09-02\|3.62\|-1.36\|3.61\|3.66\|3.55\|748514;2026-09-03\|3.55\|-1.93\|3.64\|3.65\|3.52\|601032;2026-09-04\|3.50\|-1.41\|3.58\|3.63\|3.47\|818040;2026-09-07\|3.49\|-0.29\|3.50\|3.52\|3.47\|465534;2026-09-08\|3.52\|0.86\|3.51\|3.59\|3.49\|536908;2026-09-09\|3.48\|-1.14\|3.52\|3.54\|3.48\|264165
122840	美股CSP公司ROI表现亮眼	电网设备+防冰机器人+高送转 1、据2026年4月24日年报，公司打造了新一代具身智能防冰机器人“小黄人”，该产品基于“预防覆冰”新理念，通过多模态大模型实时分析并自主启动作业，自2025年规模化部署后取得良好效果。 2、据2026年4月24日年报，公司主动布局具身智能创新产品，围绕电力输变配核心场景，重点推进防冰除冰机器人、具身智能巡视终端等产品研发与市场落地，相关产品已在国家电网重点区域试点验证。 3、据2026年7月11日公告，公司2025年年度权益分派方案为每10股送红股4.80股并派5.00元现金，股权登记日为2026年7月16日。	1、公司通过自建与租赁并行模式构建算力体系，能够满足大规模模型训练需求，租赁算力可弹性扩展； 2、公司专注于电力智能化改造相关业务的拓展，公司输电线路智能巡检系统、变电站智能辅控系统等产品凭借高性能和高可靠性，已广泛应用于国家电网、南方电网等电网公司，并获得了客户的高度认可	2026-04-30\|37.52\|0.40\|37.50\|37.63\|37.00\|7723;2026-05-06\|37.70\|0.48\|37.80\|38.00\|37.43\|13333;2026-05-07\|37.87\|0.45\|37.69\|38.05\|37.60\|9289;2026-05-08\|38.32\|1.19\|37.92\|38.32\|37.37\|11184;2026-05-11\|38.57\|0.65\|38.50\|38.64\|38.24\|11061;2026-05-12\|39.07\|1.30\|38.84\|40.10\|38.20\|22665;2026-05-13\|39.70\|1.61\|38.92\|39.98\|38.66\|20866;2026-05-14\|38.48\|-3.07\|39.69\|39.69\|38.41\|13250;2026-05-15\|38.25\|-0.60\|38.42\|38.85\|38.07\|9445;2026-05-18\|38.81\|1.46\|38.26\|38.97\|37.90\|10213;2026-05-19\|39.29\|1.24\|38.89\|39.48\|38.51\|11292;2026-05-20\|38.72\|-1.45\|39.24\|39.24\|38.40\|9946;2026-05-21\|37.44\|-3.31\|38.73\|39.15\|37.22\|12860;2026-05-22\|37.96\|1.39\|37.88\|38.18\|37.37\|8792;2026-05-25\|37.72\|-0.63\|38.14\|38.98\|37.32\|8259;2026-05-26\|36.29\|-3.79\|37.63\|37.69\|36.00\|14338;2026-05-27\|35.10\|-3.28\|36.31\|36.78\|34.84\|12792;2026-05-28\|35.28\|0.51\|35.00\|35.60\|34.63\|11689;2026-05-29\|33.55\|-4.90\|35.32\|35.32\|33.30\|13420;2026-06-01\|34.29\|2.21\|33.55\|34.70\|33.41\|9217;2026-06-02\|33.36\|-2.71\|34.25\|34.29\|33.06\|7909;2026-06-03\|32.53\|-2.49\|33.41\|33.55\|32.17\|11397;2026-06-04\|31.41\|-3.44\|32.43\|32.43\|31.08\|11718;2026-06-05\|31.60\|0.60\|31.27\|32.14\|30.66\|11355;2026-06-08\|30.61\|-3.13\|31.18\|31.80\|30.30\|8898;2026-06-09\|30.69\|0.26\|30.84\|31.18\|30.50\|8164;2026-06-10\|29.55\|-3.71\|30.51\|30.64\|29.30\|11848;2026-06-11\|28.59\|-3.25\|29.55\|29.66\|28.33\|12686;2026-06-12\|29.43\|2.94\|28.85\|29.60\|28.55\|14051;2026-06-15\|29.99\|1.90\|29.50\|30.48\|29.44\|11842;2026-06-16\|29.79\|-0.67\|30.33\|30.43\|29.31\|9417;2026-06-17\|29.08\|-2.38\|29.94\|29.94\|28.83\|10220;2026-06-18\|29.42\|1.17\|29.31\|29.66\|28.83\|10999;2026-06-22\|29.90\|1.63\|29.14\|29.92\|28.60\|10227;2026-06-23\|30.16\|0.87\|29.80\|30.60\|29.60\|11791;2026-06-24\|29.20\|-3.18\|29.95\|30.49\|28.74\|13234;2026-06-25\|28.00\|-4.11\|29.28\|29.28\|27.96\|13005;2026-06-26\|27.21\|-2.82\|27.80\|28.20\|27.21\|10011;2026-06-29\|27.12\|-0.33\|27.34\|27.43\|26.59\|9472;2026-06-30\|27.47\|1.29\|27.10\|27.57\|26.71\|9190;2026-07-01\|29.65\|7.94\|25.74\|29.92\|25.57\|46158;2026-07-02\|27.53\|-7.15\|28.39\|28.80\|27.44\|34764;2026-07-03\|27.73\|0.73\|27.27\|28.30\|27.27\|18935;2026-07-06\|26.98\|-2.70\|27.56\|27.92\|26.92\|12294;2026-07-07\|25.90\|-4.00\|26.74\|27.15\|25.84\|12928;2026-07-08\|25.68\|-0.85\|25.80\|26.18\|25.57\|9974;2026-07-09\|26.19\|1.99\|25.62\|26.19\|25.12\|15320;2026-07-10\|26.81\|2.37\|26.01\|27.36\|25.81\|15967;2026-07-13\|29.49\|10.00\|27.16\|29.49\|26.98\|42878;2026-07-14\|32.44\|10.00\|30.10\|32.44\|29.92\|32122;2026-07-15\|35.68\|9.99\|34.00\|35.68\|33.68\|101813;2026-07-16\|33.78\|-5.33\|34.01\|35.68\|32.11\|108139;2026-07-17\|24.74\|10.00\|20.90\|24.74\|20.90\|191440;2026-07-20\|26.72\|8.00\|23.76\|26.75\|23.58\|223548;2026-07-21\|24.05\|-9.99\|24.76\|25.10\|24.05\|31716;2026-07-22\|21.65\|-9.98\|21.65\|21.65\|21.65\|25916;2026-07-23\|23.82\|10.02\|20.27\|23.82\|20.27\|187407;2026-07-24\|21.44\|-9.99\|22.30\|23.11\|21.44\|151203;2026-07-27\|22.04\|2.80\|20.81\|22.17\|20.48\|123042;2026-07-28\|21.16\|-3.99\|21.89\|22.28\|20.85\|106078;2026-07-29\|20.69\|-2.22\|20.76\|20.94\|19.41\|99726;2026-07-30\|19.45\|-5.99\|20.32\|20.69\|19.20\|84831;2026-07-31\|19.85\|2.06\|19.47\|20.10\|19.47\|61536;2026-08-03\|20.38\|2.67\|19.86\|20.45\|19.68\|54475;2026-08-04\|22.42\|10.01\|20.89\|22.42\|20.60\|59269;2026-08-05\|23.41\|4.42\|23.77\|24.60\|22.90\|178112;2026-08-06\|22.78\|-2.69\|23.26\|23.39\|22.52\|109387;2026-08-07\|22.99\|0.92\|22.75\|23.12\|22.24\|90928;2026-08-10\|25.29\|10.00\|25.29\|25.29\|24.60\|65541;2026-08-11\|23.87\|-5.61\|25.25\|25.25\|23.35\|148034;2026-08-12\|23.95\|0.34\|23.92\|24.30\|23.40\|98624;2026-08-13\|23.06\|-3.72\|23.60\|24.24\|23.03\|98893;2026-08-14\|22.20\|-3.73\|22.62\|22.98\|21.90\|83405;2026-08-17\|23.34\|5.14\|22.46\|23.35\|21.97\|93516;2026-08-18\|22.39\|-4.07\|22.98\|23.08\|22.20\|67440;2026-08-19\|21.25\|-5.09\|21.95\|22.22\|21.18\|50986;2026-08-20\|21.47\|1.04\|21.60\|21.89\|21.14\|37128;2026-08-21\|21.32\|-0.70\|21.20\|21.44\|20.72\|32145;2026-08-24\|20.95\|-1.74\|21.15\|21.30\|20.58\|38928;2026-08-25\|21.35\|1.91\|20.70\|21.42\|20.65\|36749;2026-08-26\|21.48\|0.61\|21.56\|21.63\|20.91\|41073;2026-08-27\|21.36\|-0.56\|21.20\|21.55\|21.02\|37482;2026-08-28\|21.39\|0.14\|21.26\|21.53\|21.18\|35132;2026-08-31\|22.26\|4.07\|21.39\|22.26\|21.09\|79160;2026-09-01\|21.84\|-1.89\|21.89\|22.10\|21.45\|57375;2026-09-02\|22.06\|1.01\|21.60\|22.52\|21.40\|62000;2026-09-03\|21.39\|-3.04\|22.15\|22.35\|21.20\|51609;2026-09-04\|21.02\|-1.73\|21.46\|21.98\|20.98\|46278;2026-09-07\|21.26\|1.14\|21.02\|21.29\|20.85\|30257;2026-09-08\|21.29\|0.14\|21.22\|21.40\|21.10\|24561;2026-09-09\|21.68\|1.83\|21.56\|22.00\|21.15\|38655
122839	美股CSP公司ROI表现亮眼	AI算力+超融合软件+股权转让终止行业原因：谷歌、微软、亚马逊最新季度云业务收入集体超预期大涨，谷歌云同比增长82%，微软Azure增长43%，亚马逊AWS增长37%。谷歌、微软、亚马逊隔夜美股集体涨超4%。公司原因： 1、据2026年4月30日年报，公司AI智算平台具备大规模集群部署、算力网络调度与商业化运营能力，深度适配主流国产GPU/NPU，服务城市智算中心、政府、央国企及IDC等客户。 2、据2026年4月30日年报，IDC报告显示公司超融合软件市场份额达9.4%，位列行业第三，其“云易捷”产品具备标准化、易交付特性。 3、据2026年7月25日公告，公司控股股东及一致行动人协议转让5.04%股份事项因商业安排调整终止，不会导致控制权变更。	平台级混合云ICT厂商和服务商；公司发布OpenClaw AI助手云端一键部署	2026-04-30\|69.90\|-0.36\|71.00\|72.56\|69.39\|30136;2026-05-06\|76.57\|9.54\|71.33\|77.74\|71.33\|67708;2026-05-07\|77.51\|1.23\|76.94\|78.70\|75.55\|53649;2026-05-08\|77.41\|-0.13\|77.61\|78.97\|75.00\|40922;2026-05-11\|77.79\|0.49\|77.62\|78.89\|75.45\|45681;2026-05-12\|76.00\|-2.30\|77.43\|77.95\|75.28\|30494;2026-05-13\|79.31\|4.36\|75.31\|80.26\|74.62\|50609;2026-05-14\|74.87\|-5.60\|81.50\|81.81\|74.83\|52310;2026-05-15\|73.50\|-1.83\|74.03\|77.19\|72.20\|39196;2026-05-18\|73.58\|0.11\|73.44\|76.43\|73.12\|35349;2026-05-19\|80.20\|9.00\|73.58\|80.48\|72.12\|65157;2026-05-20\|77.81\|-2.98\|78.94\|81.23\|76.85\|41742;2026-05-21\|69.44\|-10.76\|78.04\|78.62\|69.12\|67396;2026-05-22\|73.57\|5.95\|70.91\|74.30\|69.35\|47920;2026-05-25\|71.93\|-2.23\|74.78\|75.00\|70.83\|36701;2026-05-26\|68.85\|-4.28\|71.38\|71.55\|67.07\|36790;2026-05-27\|65.23\|-5.26\|68.88\|68.88\|64.75\|29305;2026-05-28\|66.92\|2.59\|66.23\|68.31\|64.03\|28866;2026-05-29\|61.86\|-7.56\|66.81\|67.92\|61.58\|30818;2026-06-01\|62.77\|1.47\|61.32\|64.65\|61.24\|22249;2026-06-02\|62.08\|-1.10\|63.87\|63.98\|60.10\|20805;2026-06-03\|61.09\|-1.59\|62.06\|62.94\|60.23\|19909;2026-06-04\|61.26\|0.28\|60.65\|61.43\|59.30\|20566;2026-06-05\|60.95\|-0.51\|60.19\|62.49\|59.01\|24992;2026-06-08\|57.90\|-5.00\|57.00\|59.78\|56.50\|20810;2026-06-09\|58.75\|1.47\|57.33\|59.30\|57.33\|16696;2026-06-10\|59.80\|1.79\|58.17\|61.59\|57.66\|30501;2026-06-11\|55.72\|-6.82\|58.80\|59.69\|55.15\|28819;2026-06-12\|55.54\|-0.32\|56.60\|58.00\|55.41\|21683;2026-06-15\|59.32\|6.81\|56.49\|59.38\|56.49\|27846;2026-06-16\|60.66\|2.26\|59.33\|60.78\|58.25\|23309;2026-06-17\|60.28\|-0.63\|60.57\|61.47\|59.28\|20062;2026-06-18\|60.54\|0.43\|60.28\|61.50\|59.50\|22308;2026-06-22\|62.00\|2.41\|60.78\|63.35\|59.20\|31637;2026-06-23\|58.35\|-5.89\|60.80\|61.80\|58.00\|27862;2026-06-24\|59.07\|1.23\|58.10\|59.30\|56.22\|18464;2026-06-25\|55.80\|-5.54\|58.25\|58.94\|55.57\|22796;2026-06-26\|52.08\|-6.67\|55.31\|55.31\|52.03\|24838;2026-06-29\|50.93\|-2.21\|52.34\|52.50\|49.88\|23770;2026-06-30\|54.00\|6.03\|51.95\|55.65\|50.38\|28993;2026-07-01\|55.30\|2.41\|54.52\|56.85\|53.94\|27525;2026-07-02\|53.52\|-3.22\|55.50\|56.10\|53.37\|22456;2026-07-03\|53.15\|-0.69\|53.90\|54.85\|52.60\|21782;2026-07-06\|50.99\|-4.06\|52.51\|53.40\|50.65\|17643;2026-07-07\|48.18\|-5.51\|51.10\|51.39\|47.55\|21663;2026-07-08\|50.78\|5.40\|48.90\|51.86\|48.51\|33510;2026-07-09\|52.66\|3.70\|50.90\|52.96\|49.78\|33720;2026-07-10\|54.48\|3.46\|52.01\|56.67\|52.01\|41675;2026-07-13\|51.10\|-6.20\|53.09\|54.98\|50.78\|23449;2026-07-14\|49.30\|-3.52\|51.34\|52.60\|46.78\|27289;2026-07-15\|48.82\|-0.97\|49.12\|50.55\|48.41\|19015;2026-07-16\|49.21\|0.80\|48.45\|50.99\|48.03\|20549;2026-07-17\|44.59\|-9.39\|49.09\|49.66\|43.71\|26933;2026-07-20\|44.62\|0.07\|45.60\|47.95\|43.34\|28501;2026-07-21\|46.08\|3.27\|44.10\|46.10\|41.05\|29633;2026-07-22\|45.77\|-0.67\|46.08\|47.50\|45.00\|26156;2026-07-23\|45.82\|0.11\|45.45\|46.37\|44.59\|15304;2026-07-24\|43.80\|-4.41\|44.80\|45.31\|43.31\|17221;2026-07-27\|44.08\|0.64\|39.51\|44.65\|39.51\|15970;2026-07-28\|43.40\|-1.54\|43.08\|44.79\|43.04\|11867;2026-07-29\|43.54\|0.32\|44.00\|44.66\|42.44\|14620;2026-07-30\|41.37\|-4.98\|43.02\|44.30\|41.20\|16534;2026-07-31\|45.70\|10.47\|43.07\|46.73\|42.50\|35039;2026-08-03\|46.32\|1.36\|45.70\|47.55\|45.70\|26513;2026-08-04\|55.58\|19.99\|49.68\|55.58\|49.00\|27883;2026-08-05\|57.19\|2.90\|55.58\|57.51\|53.15\|96478;2026-08-06\|54.83\|-4.13\|54.00\|56.88\|53.50\|64933;2026-08-07\|54.29\|-0.98\|54.97\|56.79\|52.54\|56328;2026-08-10\|52.90\|-2.56\|54.81\|54.89\|52.20\|34410;2026-08-11\|52.85\|-0.09\|52.73\|53.80\|51.30\|30228;2026-08-12\|53.60\|1.42\|55.74\|57.59\|53.20\|60990;2026-08-13\|53.96\|0.67\|56.99\|57.57\|53.01\|55722;2026-08-14\|54.77\|1.50\|52.18\|56.03\|50.93\|60077;2026-08-17\|54.20\|-1.04\|53.75\|54.74\|51.70\|48944;2026-08-18\|52.41\|-3.30\|53.60\|53.62\|51.42\|35351;2026-08-19\|48.48\|-7.50\|50.88\|51.50\|48.43\|31839;2026-08-20\|48.38\|-0.21\|48.97\|49.45\|47.63\|20979;2026-08-21\|48.88\|1.03\|48.10\|49.14\|46.43\|18053;2026-08-24\|46.15\|-5.59\|48.64\|48.76\|45.62\|17680;2026-08-25\|46.71\|1.21\|45.99\|47.07\|44.80\|17825;2026-08-26\|46.42\|-0.62\|46.62\|46.98\|45.60\|12511;2026-08-27\|47.68\|2.71\|46.60\|47.68\|46.57\|17471;2026-08-28\|47.03\|-1.36\|47.80\|48.56\|47.01\|24955;2026-08-31\|47.99\|2.04\|45.99\|48.18\|45.70\|17616;2026-09-01\|48.02\|0.06\|48.14\|48.50\|47.45\|15617;2026-09-02\|48.30\|0.58\|48.10\|49.89\|47.90\|24278;2026-09-03\|46.98\|-2.73\|48.30\|48.90\|46.98\|18443;2026-09-04\|47.57\|1.26\|47.91\|48.75\|47.22\|24597;2026-09-07\|46.53\|-2.19\|47.50\|47.94\|46.18\|17968;2026-09-08\|46.10\|-0.92\|46.54\|47.01\|46.00\|1113965;2026-09-09\|45.54\|-1.21\|46.70\|46.88\|45.48\|696345

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