You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
2025年中報業績預告爆棚,AI硬件板塊全面爆發,新易盛20cm漲停創新高
格隆匯 07-15 10:03
CPO概念股爆發,新易盛20cm漲停,股價創歷史新高,中際旭創、天孚通信漲逾10%;PCB概念震盪反彈,鵬鼎控股漲停;液冷服務器板塊走強,博彙股份漲超15%。消息面上,繼AI服務器工業富聯上半年業績預報超預期,“CPO三巨頭”新易盛預計上半年淨利潤37億元-42億元,同比增327.68%-385.47%,報告期內公司受益於人工智能相關算力投資持續增長。劍橋科技上半年淨利同比預增50.12%-60.12%,有力印證了AI算力板塊的需求旺盛。此外,人形機器人板塊催化劑不斷,智元、宇樹中標了中移動的1.24億元採購合同,今日下午3點, 宇樹科技的王興興等民營企業家將亮相中外記者見面會。 值得關注的產品,及截至發稿漲跌幅:人工智能指數中CPO含量最高:創業板人工智能ETF華夏(159381),+5.62%,權重股包含新易盛(光模塊)、中際旭創(光模塊)、軟通動力(IT服務)、潤澤科技(IDC/雲計算)、天孚通信(光器件)、深信服(網絡安全)、網宿科技(雲計算)等。AI全產業鏈:人工智能AIETF(515070),+2.95%,覆蓋AI芯片(寒武紀 - U)、算力基礎設施(中科曙光、新易盛、中際旭創)、算法應用(科大訊飛)等全產業鏈環節。具身智能爆發的應用終端:機器人ETF(562500),-0.12%,權重股包含匯川技術(工業機器人龍頭)、綠的諧波(全球諧波減速器龍頭)、拓普集團(特斯拉人形機器人核心供應商)和石頭科技(服務機器人龍頭)等。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account