300502 新易盛
已收盘 12-05 15:00:00
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光模块CPO反复活跃！新易盛冲击七连阳，含“光”量超56%的创业板人工智能ETF（159363）放量冲高逾2%
新浪基金 · 12-03 09:49
光模块CPO反复活跃！新易盛冲击七连阳，含“光”量超56%的创业板人工智能ETF（159363）放量冲高逾2%
11月27日新易盛现1笔折价21.95%的大宗交易 合计成交526.68万元
证券之星 · 11-27
11月27日新易盛现1笔折价21.95%的大宗交易 合计成交526.68万元
新易盛涨8.66%，国金证券三周前给出“买入”评级
证券之星 · 11-26
新易盛涨8.66%，国金证券三周前给出“买入”评级
新易盛成交额达100亿元
每日经济新闻 · 11-26
新易盛成交额达100亿元
11月24日新易盛发生1笔大宗交易 成交金额893.65万元
证券之星 · 11-24
11月24日新易盛发生1笔大宗交易 成交金额893.65万元
新易盛：公司生产经营情况良好
证券日报网 · 11-17
新易盛：公司生产经营情况良好
大成基金百亿名将遭“清仓”解聘，55%权益规模押注“三剑客”！
市场资讯 · 11-14
大成基金百亿名将遭“清仓”解聘，55%权益规模押注“三剑客”！
新易盛：公司在手订单充足
证券之星 · 11-14
新易盛：公司在手订单充足
新易盛：三季度营收及净利润环比波动
证券之星 · 11-14
新易盛：三季度营收及净利润环比波动
新易盛：1.6T产品将处于持续放量阶段
证券之星 · 11-14
新易盛：1.6T产品将处于持续放量阶段
中金：北美CSP资本开支继续上调 AI需求持续超出供给
智通财经 · 11-06
中金：北美CSP资本开支继续上调 AI需求持续超出供给
AI大反攻！中际旭创、新易盛涨超4%，重仓光模块的创业板人工智能ETF（159363）放量猛攻超3%
新浪基金 · 11-06
AI大反攻！中际旭创、新易盛涨超4%，重仓光模块的创业板人工智能ETF（159363）放量猛攻超3%
10月31日新易盛跌7.94%，易方达创业板ETF基金重仓该股
证券之星 · 10-31
10月31日新易盛跌7.94%，易方达创业板ETF基金重仓该股
新易盛三季度净利润同比暴增205%被指不及预期？创业板人工智能ETF华夏（159381）跌超2%，近3日获得资金持续布局
证券之星 · 10-30
新易盛三季度净利润同比暴增205%被指不及预期？创业板人工智能ETF华夏（159381）跌超2%，近3日获得资金持续布局
业绩不及预期？还是利好兑现？新易盛跳水超7%！高“光”159363新高后大幅回调超3%，资金逢跌布局
新浪基金 · 10-30
业绩不及预期？还是利好兑现？新易盛跳水超7%！高“光”159363新高后大幅回调超3%，资金逢跌布局
刚刚，多家公司发布利好公告
证券之星 · 10-29
刚刚，多家公司发布利好公告
图解新易盛三季报：第三季度单季净利润同比增长205.38%
证券之星 · 10-29
图解新易盛三季报：第三季度单季净利润同比增长205.38%
AI算力需求驱动，新易盛Q3净利润为23.85亿元，营收同比增长152.53% | 财报见闻
华尔街见闻 · 10-29
AI算力需求驱动，新易盛Q3净利润为23.85亿元，营收同比增长152.53% | 财报见闻
新易盛最新公告：前三季度净利润同比增长284%受益于人工智能算力投资发展销售收入同比大幅增加
证券之星 · 10-29
新易盛最新公告：前三季度净利润同比增长284%受益于人工智能算力投资发展销售收入同比大幅增加
中欧基金周蔚文旗下中欧蓝筹A三季报最新持仓，重仓新易盛
证券之星 · 10-29
中欧基金周蔚文旗下中欧蓝筹A三季报最新持仓，重仓新易盛
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公司概况
公司名称：
成都新易盛通信技术股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2016-03-03
主营业务：
成都新易盛通信技术股份有限公司的主营业务是高性能光模块的研发、生产和销售。公司的主要产品是点对点光模块、PON光模块、组件。
发行价格：
21.47
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09:49","pubTimestamp":1764726540,"startTime":"0","endTime":"0","summary":" 3日早盘，光模块CPO等算力硬件继续活跃，新易盛涨超4%冲击七连阳，天孚通信涨超3%，中际旭创涨超1%。光模块CPO含量超56%的创业板人工智能ETF场内价格一度拉升超2%，有望突破箱体震荡冲击前高，实时成交额超1亿元，环比放量明显。 风险提示：创业板人工智能ETF华宝被动跟踪创业板人工智能指数，该指数基日为2018.12.28，发布日期为2024.7.11。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/etf/2025-12-03/doc-infznqyq9712036.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["159967","515890","BK0167","159363","LU2778985437.USD","000688.SH","159982","BK0214","300502","LU2476274720.SGD","000300.SH","LU1997245094.SGD","LU2289578879.USD","LU2399975544.HKD","SGXZ49509284.SGD","LU1720050803.USD","LU2476274308.USD","SGXZ81163826.USD","512880","399300","BK0148","000001.SH","159915","512510","399001","LU1961090484.USD","000905.SH","515980","BK0132","510300","LU1794554557.SGD","399006","510880","LU1997245177.USD","LU1997244956.HKD","LU2495084118.USD"],"gpt_icon":0},{"id":"2586246924","title":"11月27日新易盛现1笔折价21.95%的大宗交易 合计成交526.68万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2586246924","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586246924?lang=zh_cn&edition=full","pubTime":"2025-11-27 17:41","pubTimestamp":1764236518,"startTime":"0","endTime":"0","summary":"证券之星消息，11月27日新易盛发生大宗交易，交易数据如下：大宗交易成交价格266元，相对当日收盘价折价21.95%，成交1.98万股，成交金额526.68万元，买方营业部为五矿证券有限公司杭州中山北路证券营业部，卖方营业部为金融街证券股份有限公司杭州富春路证券营业部。近三个月该股共发生7笔大宗交易，合计成交3516.0手，折价成交1笔。截至2025年11月27日收盘，新易盛报收于340.8元，上涨2.92%，换手率7.13%，成交量63.13万手，成交额220.23亿元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025112700025877.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2778985437.USD","BK0148","LU2289578879.USD","BK0214","LU1997245177.USD","LU1794554557.SGD","SGXZ81163826.USD","LU2399975544.HKD","LU1720050803.USD","LU1997244956.HKD","LU1997245094.SGD","LU2476274720.SGD","300502","LU2495084118.USD","BK0167","SGXZ49509284.SGD","LU2476274308.USD","LU1961090484.USD","BK0132"],"gpt_icon":0},{"id":"2586133239","title":"新易盛涨8.66%，国金证券三周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2586133239","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586133239?lang=zh_cn&edition=full","pubTime":"2025-11-26 15:36","pubTimestamp":1764142562,"startTime":"0","endTime":"0","summary":"今日新易盛涨8.66%，收盘报331.12元。2025年10月31日，国金证券研究员张真桢发布了对新易盛的研报《客户放量节奏影响收入，盈利能力仍处健康水平》，该研报对新易盛给出“买入”评级。研报中预计公司2025-2027年营收分别为258.95/789.30/1089.08亿元，同比增长199%/205%/38%；预计EPS分别为10/31/42元，PE分别为40.5/13.2/9.5倍，维持“买入”评级。此外，山西证券研究员高宇洋,张天，开源证券研究员蒋颖近期也对该股发布了研报，同样给出“买入”评级。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025112600017706.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300502"],"gpt_icon":0},{"id":"2586549284","title":"新易盛成交额达100亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2586549284","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586549284?lang=zh_cn&edition=full","pubTime":"2025-11-26 10:47","pubTimestamp":1764125220,"startTime":"0","endTime":"0","summary":"每经AI快讯，11月26日，新易盛成交额达100亿元，现涨7.35%。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2025-11-26/doc-infysxmh2262489.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2025-11-26/doc-infysxmh2262489.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2289578879.USD","SGXZ49509284.SGD","LU1997244956.HKD","BK0214","BK0167","LU1961090484.USD","LU1794554557.SGD","LU1720050803.USD","300502","SGXZ81163826.USD","LU1997245094.SGD","LU1997245177.USD","LU2495084118.USD","BK0132","LU2399975544.HKD","LU2476274308.USD","LU2778985437.USD","BK0148","LU2476274720.SGD"],"gpt_icon":0},{"id":"2585007450","title":"11月24日新易盛发生1笔大宗交易 成交金额893.65万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2585007450","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2585007450?lang=zh_cn&edition=full","pubTime":"2025-11-24 17:41","pubTimestamp":1763977312,"startTime":"0","endTime":"0","summary":"证券之星消息，11月24日新易盛发生大宗交易，交易数据如下：大宗交易成交价格293元，成交3.05万股，成交金额893.65万元，买方营业部为机构专用，卖方营业部为机构专用。近三个月该股共发生7笔大宗交易，合计成交3838.0手。该股在过去半年内已有共计153.42万股限售解禁股上市，占公司总股本的0.15%。截至2025年11月24日收盘，新易盛报收于293.0元，下跌2.33%，换手率5.29%，成交量46.84万手，成交额138.79亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025112400022252.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2495084118.USD","300502","LU1794554557.SGD","LU1997244956.HKD","BK0148","BK0214","LU2476274720.SGD","LU2399975544.HKD","LU1961090484.USD","LU1997245177.USD","LU2778985437.USD","LU1997245094.SGD","SGXZ81163826.USD","LU2289578879.USD","SGXZ49509284.SGD","LU1720050803.USD","BK0167","LU2476274308.USD","BK0132"],"gpt_icon":0},{"id":"2584647529","title":"新易盛：公司生产经营情况良好","url":"https://stock-news.laohu8.com/highlight/detail?id=2584647529","media":"证券日报网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2584647529?lang=zh_cn&edition=full","pubTime":"2025-11-17 19:08","pubTimestamp":1763377680,"startTime":"0","endTime":"0","summary":"证券日报网讯新易盛11月17日在互动平台回答投资者提问时表示，公司生产经营情况良好，订单执行与客户提货计划紧密相关。关于具体订单的交付安排，属于公司与客户之间的商业约定，不便对外披露细节。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2025-11-17/doc-infxtkqa3526689.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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17:07","pubTimestamp":1763111220,"startTime":"0","endTime":"0","summary":" 作为“老十家”公募之一，权益投资曾是大成基金管理有限公司亮眼的标签，如今却陷入多重考验。 另一方面，大成基金的权益投资较为依赖徐彦、刘旭、韩创三位基金经理，截至11月13日，三人合计在管规模达642.81亿元，撑起公司权益类基金总规模的半壁江山，约占55%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/jjyj/2025-11-14/doc-infxkhuw4409273.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0070","399300","HK0000320223.HKD","LU0082770016.USD","LU0405327148.USD","LU1997245094.SGD","LU0417516738.SGD","300308","512510","LU0359202008.SGD","399001","LU1580142542.USD","BK0077","BK0187","000300.SH","000688.SH","LU0082770016.SGD","SGXZ49509284.SGD","159967","BK0183","LU2399975544.HKD","LU2289578879.USD","LU1719994722.HKD","510300","LU0348827113.USD","510880","CHAD","LU1997245177.USD","LU1064130708.USD","CHAU","399006","600941","688981","300502","515890","000905.SH","LU0516423091.SGD","BK0188","LU0516422952.EUR","LU1303224171.USD","LU0531971595.HKD","LU2476274720.SGD","BK0196","LU0561508036.HKD","HK0000306685.HKD","601398","BK0010","000001.SH","512880","LU2580892862.HKD"],"gpt_icon":1},{"id":"2583549365","title":"新易盛：公司在手订单充足","url":"https://stock-news.laohu8.com/highlight/detail?id=2583549365","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2583549365?lang=zh_cn&edition=full","pubTime":"2025-11-14 08:30","pubTimestamp":1763080224,"startTime":"0","endTime":"0","summary":"证券之星消息，新易盛(300502)11月13日在投资者关系平台上答复投资者关心的问题。投资者提问：公司在手订单如何？三季度环比持平是公司产能就这么大吗？还是其他什么原因？四季度订单如何？海外大厂追加订单是否真实？加强和投资者们的互动交流。新易盛回复：您好，感谢您的关注！公司在手订单充足，三季度营收环比波动主要受部分产品阶段性出货节奏变化的影响，目前产能正处于持续释放过程中，谢谢！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025111400006013.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2399975544.HKD","LU2476274308.USD","LU2476274720.SGD","BK0148","SGXZ49509284.SGD","LU1961090484.USD","LU2778985437.USD","LU2289578879.USD","BK0214","LU2495084118.USD","LU1794554557.SGD","BK0167","SGXZ81163826.USD","LU1997245094.SGD","300502","LU1720050803.USD","LU1997244956.HKD","BK0132","LU1997245177.USD"],"gpt_icon":0},{"id":"2583546275","title":"新易盛：三季度营收及净利润环比波动","url":"https://stock-news.laohu8.com/highlight/detail?id=2583546275","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2583546275?lang=zh_cn&edition=full","pubTime":"2025-11-14 08:27","pubTimestamp":1763080032,"startTime":"0","endTime":"0","summary":"证券之星消息，新易盛(300502)11月13日在投资者关系平台上答复投资者关心的问题。投资者提问：请问董秘，为何三季度营收环比为负，净利润环比接近于0？新易盛回复：您好，感谢您的关注！三季度营收及净利润环比波动，主要受部分产品阶段性出货节奏变化的影响。从目前的市场需求及订单情况看，预计行业在 2025年Q4和明年将持续保持高景气度。谢谢！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025111400005933.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300502"],"gpt_icon":0},{"id":"2583209546","title":"新易盛：1.6T产品将处于持续放量阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2583209546","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2583209546?lang=zh_cn&edition=full","pubTime":"2025-11-14 08:27","pubTimestamp":1763080029,"startTime":"0","endTime":"0","summary":"证券之星消息，新易盛(300502)11月13日在投资者关系平台上答复投资者关心的问题。投资者提问：您好，贵公司1.6t光模块进展如何，后续是否有积极的预期？新易盛回复：您好，感谢您对公司的关注！公司预计1.6T 产品在今年 Q4 至明年将处于持续放量的阶段，谢谢！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025111400005930.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0167","LU2778985437.USD","BK0214","300502","LU2476274720.SGD","LU1997245094.SGD","LU2289578879.USD","LU2399975544.HKD","SGXZ49509284.SGD","LU1720050803.USD","LU2476274308.USD","SGXZ81163826.USD","BK0148","LU1961090484.USD","BK0132","LU1794554557.SGD","LU1997245177.USD","LU1997244956.HKD","LU2495084118.USD"],"gpt_icon":0},{"id":"2581056927","title":"中金：北美CSP资本开支继续上调 AI需求持续超出供给","url":"https://stock-news.laohu8.com/highlight/detail?id=2581056927","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2581056927?lang=zh_cn&edition=full","pubTime":"2025-11-06 15:29","pubTimestamp":1762414160,"startTime":"0","endTime":"0","summary":"另外，AI需求持续超过供给，正加速赋能核心业务以实现商业闭环，其中搜索业务收入超市场预期。四家北美云厂商单季度资本开支表现亮眼，并上调全年指引，对2026年AI投资口径保持乐观，印证海外AI算力需求景气无虞。风险因素云资本开支不及预期，AI应用落地不及预期，全球经济下行。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1365990.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["MSFT","IE0009356076.USD","AI","LU2317271919.USD","LU1623119135.USD","LU0345774631.USD","LU1301847155.USD","LU2458330169.SGD","HK0000306701.USD","301165","LU1997245094.SGD","GOOGL","IE0004445239.USD","LU1629891620.HKD","BK0010","LU0289961442.SGD","LU1670627923.USD","LU1934455194.USD","002281","USAW.SI","LU1323610961.USD","LU2286300806.USD","GOOG","300308","LU0345770993.USD","LU1582987597.SGD","300502","LU0109391861.USD","000988","LU0345769631.USD","LU1633808545.USD","FB","LU1236620750.USD","LU1496350171.SGD","LU2148510915.USD","688498","IE000ITXATA3.USD","LU0109392836.USD","LU0942090050.USD","LU0476273544.USD","LU1839511570.USD","688313","LU0545562505.USD","LU1989772840.SGD","LU1003077747.HKD","LU1721428933.USD","LU0561508036.HKD","USJW.SI","LU2289578879.USD"],"gpt_icon":1},{"id":"2581080522","title":"AI大反攻！中际旭创、新易盛涨超4%，重仓光模块的创业板人工智能ETF（159363）放量猛攻超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2581080522","media":"新浪基金","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2581080522?lang=zh_cn&edition=full","pubTime":"2025-11-06 09:56","pubTimestamp":1762394160,"startTime":"0","endTime":"0","summary":"6日早盘，创业板人工智能大反攻，光模块龙头领涨！截至发稿，中际旭创、新易盛均涨超4%，太辰光、长芯博创、锐捷网络、天孚通信等跟涨超2%。热门ETF方面，重仓光模块的创业板人工智能ETF盘中猛攻超3%收复10日均线，实时成交额超1.5亿元，放量明显。持续验证光模块行业高景气。 同类比较看，截至10月31日，创业板人工智能ETF最新规模超35亿元，近1个月日均成交额超7亿元，规模、交投在跟踪创业板人工智能指数的7只ETF中高居第一。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/etf/2025-11-06/doc-infwmrcc2091281.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["515890","LU2399975544.HKD","000300.SH","512510","399006","LU1303224171.USD","LU2148510915.USD","399300","HK0000306685.HKD","399001","BK0167","LU1064130708.USD","LU1997245177.USD","000905.SH","LU2580892789.USD","510300","159363","LU0348827113.USD","300502","LU0620787316.HKD","LU0417516738.SGD","000001.SH","LU2289578879.USD","159915","HK0000306701.USD","159967","BK0070","SG9999011746.SGD","LU0634319403.HKD","510880","LU0348735423.USD","LU1655091616.SGD","LU1580142542.USD","000688.SH","HK0000320264.USD","IE0034224299.USD","LU0082770016.SGD","515980","SGXZ49509284.SGD","LU0164939612.USD","300308","LU1961090484.USD","LU1720050803.USD","LU0082770016.USD","159982","BK0214","512880","LU1251922891.USD","LU0540923850.HKD","LU0417516902.SGD"],"gpt_icon":0},{"id":"2579531374","title":"10月31日新易盛跌7.94%，易方达创业板ETF基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2579531374","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2579531374?lang=zh_cn&edition=full","pubTime":"2025-10-31 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14:44","pubTimestamp":1761806680,"startTime":"0","endTime":"0","summary":"10月30日，A股AI硬件板块整体回调，天孚通信、新易盛、光库科技等CPO概念股跌超5%，截至14：37，创业板人工智能ETF跌超2.5%，成交额超2亿元。近日该ETF获得资金关注，连续3日累计吸金超8000万元。前三季度营收165.05亿元，同比增长221.70%；净利润63.27亿元，同比增长284.37%。花旗分析称，新易盛三季度净利润低于投资者预期，预计股价将出现负面反应。但花旗预计新易盛第四季度净利润增长将得益于1.6T产品的订单交付以及延迟订单收入的确认。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/SS2025103000022627.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["000001.SH","159915","159381","399006","159982","399300","515980","300502"],"gpt_icon":0},{"id":"2579150983","title":"业绩不及预期？还是利好兑现？新易盛跳水超7%！高“光”159363新高后大幅回调超3%，资金逢跌布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2579150983","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2579150983?lang=zh_cn&edition=full","pubTime":"2025-10-30 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消息面上，新易盛发布2025年三季报。第三季度营业收入60.68亿元，同比增长152.53%；净利润23.85亿元，同比增长205.38%。前三季度营业收入165.05亿元，同比增长221.70%；净利润63.27亿元，同比增长284.37%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/etf/2025-10-30/doc-infvrtfs9521858.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["300502","LU1997245177.USD","SGXZ49509284.SGD","LU1720050803.USD","LU1961090484.USD","BK0148","BK0214","BK0132","LU2778985437.USD","159363","LU1794554557.SGD","LU2495084118.USD","LU2476274720.SGD","LU2476274308.USD","LU1997244956.HKD","LU2289578879.USD","SGXZ81163826.USD","BK0167","LU2399975544.HKD","LU1997245094.SGD"],"gpt_icon":0},{"id":"2579723905","title":"刚刚，多家公司发布利好公告","url":"https://stock-news.laohu8.com/highlight/detail?id=2579723905","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2579723905?lang=zh_cn&edition=full","pubTime":"2025-10-29 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