5月14日提示《芯片+半导体靶材+商业航天+新材料!公司靶材产品成功导入三星供应链并批量供货》,隆华科技15日高开高走,以涨停(20%)报收;
5月14日提示《CPO+光通信+光模块+先进封装+AI!公司高速光引擎、CPO配套等相关新产品进展顺利》,天孚通信15日低开高走逆市收涨2.04%,盘中一度涨逾5%;
4月19日提示《人形机器人+减速器+商业航天+储能!公司应用于服务器、交换机内部的高速连接器和高速线缆组件已给国内头部客户送样验证》,长盈精密5月15日低开高走逆市收涨4.18%,股价创出近4个月来新高。
【本期摘要】
①光模块+光通信+CPO+AI算力+硅光技术!公司未来三个季度1.6T产品出货量将持续增加;
②数据中心+算电协同+电力出海!公司2026年以来与美国四客户签署燃气轮机发电机组合同累计超9亿美元;
③激光+光纤激光器+3D打印+商业航天!公司已向国内相关供应链企业实现保偏光纤小批量供货。</p><div class="author"><div class="leftspan"> <span class="viptag"></span> </div><div class="rightspan"> <span>昨天 21:57</span> </div></div></div></div> </a> <div class="m-ad6 dfb-ad" data-position="informationflow4"></div> <a href="/news/103186669.html" class="f-db" target="_blank"> <div class="m-list m-list-1 f-cb"> <div class="lef f-fl m-zoomin"><img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/thumbs/2026/05/674a9dc6092f203e6f107f504d75db13.jpg" onerror="imgError(this)"> </div> <div class="common"><h2>一财社论:地方保护日趋隐蔽,卡点堵点突破需新机制</h2><p></p><div class="author"><div class="leftspan"> </div><div class="rightspan"> <span class="news_hot">5539</span> <span>昨天 20:38</span> </div></div></div></div> </a> <a href="/news/103186631.html" class="f-db" target="_blank"> <div class="m-list m-list-1 f-cb"> <div class="lef f-fl m-zoomin"><img class="u-img f-fl" 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财新闻|《给阿嬷的情书》预测票房破10亿
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5月14日提示《芯片+半导体靶材+商业航天+新材料!公司靶材产品成功导入三星供应链并批量供货》,隆华科技15日高开高走,以涨停(20%)报收;
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【本期摘要】
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class="common"><h2>AI算力产业链正批量“造富”</h2><p>市场千元股数量达到5只,分别为源杰科技、贵州茅台、寒武纪、联讯仪器和中际旭创。</p><div class="author"><div class="leftspan"> </div><div class="rightspan"> <span>昨天 09:55</span> </div></div></div></div> </a> <a href="/news/103185500.html" class="f-db" target="_blank"> <div class="m-list m-list-1 f-cb"> <div class="lef f-fl m-zoomin"><img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/05/083f39d86e967ccf20d4a805e0bebdcd.jpg" onerror="imgError(this)"> </div> <div class="common"><h2>多款燃油车大降价,降幅最大接近30%</h2><p>燃油车基盘加速萎缩的背景下,降价促销成重要手段。</p><div class="author"><div class="leftspan"> </div><div class="rightspan"> <span>05-16 09:33</span> </div></div></div></div> </a> <a href="/news/103185426.html" class="f-db" target="_blank"> <div class="m-list m-list-1 f-cb"> <div class="lef f-fl m-zoomin"><img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/thumbs/2026/05/07be4016e16ed5f54c59352b6b9747f7.jpeg" onerror="imgError(this)"> </div> <div 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