天孚通信(300394)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

300394 天孚通信

已收盘 03-13 15:00:00

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16:54","pubTimestamp":1773132840,"startTime":"0","endTime":"0","summary":"3月10日，截至收盘，科技龙头飙涨，中证科技龙头指数上涨2.9%，成份股方面，天孚通信领涨10.92%，胜宏科技上涨7.02%，锐捷网络上扬6.86%。热门ETF方面，国内首只科技龙头先锋——华宝基金科技ETF场内价格上涨2.91%，成交额达1.40亿元。资料显示，科技ETF跟踪中证科技龙头指数，该指数从沪深市场的电子、计算机、通信、生物科技等科技领域中选取规模大、市占率高、成长能力强、研发投入高的50只上市公司，集中代表A股科技核心资产。","market":"sg","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/2026-03-10/doc-inhqnvwt6310865.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":["BK0214","BK0086","SGXZ81163826.USD","BK0167","515000","300394","SGXZ49509284.SGD"],"gpt_icon":0},{"id":"2618298048","title":"3月10日天孚通信涨10.92%，易方达创业板ETF基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2618298048","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618298048?lang=zh_cn&edition=full","pubTime":"2026-03-10 16:27","pubTimestamp":1773131224,"startTime":"0","endTime":"0","summary":"证券之星消息，3月10日天孚通信涨10.92%，收盘报340.48元，换手率4.9%，成交量38.05万手，成交额127.46亿元。根据2025基金年报公募基金重仓股数据，重仓该股的公募基金共320家，其中持有数量最多的公募基金为易方达基金的易方达创业板ETF。易方达创业板ETF目前规模为4.46亿元，最新净值3.1995，较上一交易日下跌0.63%，近一年上涨47.91%。","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/RB2026031000024592.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":["BK0167","300394","SGXZ81163826.USD","BK0086","SGXZ49509284.SGD","BK0214","159958"],"gpt_icon":0},{"id":"2618801679","title":"天孚通信涨10.92%，山西证券一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2618801679","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618801679?lang=zh_cn&edition=full","pubTime":"2026-03-10 16:26","pubTimestamp":1773131215,"startTime":"0","endTime":"0","summary":"今日天孚通信涨10.92%，收盘报340.48元。2026年2月10日，山西证券研究员张天发布了对天孚通信的研报《业绩符合预期，1.6T光引擎和CPO、NPO产品放量可期》，该研报对天孚通信给出“买入”评级。研报中预计公司2025-2027年归母公司净利润20.1/37.8/55.8亿元，同比增长49.3%/88.6%/47.4%，不考虑港股发行摊薄等对应EPS为2.58/4.87/7.18元，2月9日收盘价对应PE分别为115.4/61.2/41.5，维持“买入-A”评级。证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为国盛证券的石瑜捷。","market":"sh","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/RB2026031000024590.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":["300394","002500"],"gpt_icon":0},{"id":"2618936181","title":"主力复盘：12.39亿抢筹天孚通信 16.95亿流出特变电工","url":"https://stock-news.laohu8.com/highlight/detail?id=2618936181","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618936181?lang=zh_cn&edition=full","pubTime":"2026-03-10 15:30","pubTimestamp":1773127811,"startTime":"0","endTime":"0","summary":"3月10日，沪指涨0.65%，深成指涨2.04%，创业板指涨3.04%。两市成交额2.40万亿，较上个交易日缩量2497亿。数据显示，今日大盘主力资金净流入29.30亿。通信设备、半导体、元件等板块主力资金流入排名居前，其中通信设备净流入60.55亿元。主力净买入个股中，天孚通信排名第一，主力净买入12.39亿元；胜宏科技排名第二，主力净买入12.06亿元。","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://stock.eastmoney.com/news/11782,202603103667407779.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":"east_money_stock","symbols":["BK0029","SGXZ49509284.SGD","BK0175","BK0086","BK0019","BK0000","BK0196","BK0183","BK0167","300394","BK0224","BK0069","BK0077","BK0078","BK0214","600089","BK0028","BK0012","SGXZ81163826.USD","BK0188","BK0187"],"gpt_icon":0},{"id":"2618616576","title":"资本风向标：富时罗素中国指数调整有何看点？","url":"https://stock-news.laohu8.com/highlight/detail?id=2618616576","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618616576?lang=zh_cn&edition=full","pubTime":"2026-03-09 11:16","pubTimestamp":1773026200,"startTime":"0","endTime":"0","summary":"本次调整将于2026年3月23日开盘生效。其中跟踪A股的富时中国A50指数和跟踪港股的富时中国50指数最受关注。富时中国A50指数覆盖A股市值最大50家公司，要求满足外资持股限制与沪深港通资格，是境外资金布局A股大盘的首选工具。港股中国50指数这次的调整或更聚焦金融与制造业再平衡，高弹性保险与装备制造晋级，与其指标有所偏离的商业银行与通信设备退出。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1772693355432267900","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":"lanjinger_stock","symbols":["LU2238339852.HKD","HXXD.SI","IE0032834883.USD","LU0823437842.USD","LU0531971595.HKD","EVS.SI","LU2087589342.USD","01336","IE00B031J352.USD","601318","FXI","LU2148510915.USD","LU0577902454.USD","00763","MIUmain","LU0791591158.USD","03750","LU0737861772.HKD","ALBmain","601766","01398","01988","81810","600309","LU1880398554.USD","LU0823414551.USD","LU0210526637.USD","300394","03143","601899","HTCD.SI","HBBD.SI","600519","89988","00939","600150","300750","601818","HK0000288784.HKD","600809","02338","LU0630378429.USD","600036","TCHmain","LU0797268264.HKD"],"gpt_icon":1},{"id":"2616533859","title":"3月4日天孚通信现2笔大宗交易 机构净卖出1.38亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2616533859","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616533859?lang=zh_cn&edition=full","pubTime":"2026-03-04 17:08","pubTimestamp":1772615301,"startTime":"0","endTime":"0","summary":"证券之星消息，3月4日天孚通信发生大宗交易，交易数据如下：近三个月该股共发生15笔大宗交易，合计成交3.09万手，折价成交3笔。该股近期无解禁股上市。截至2026年3月4日收盘，天孚通信(300394)报收于335.56元，上涨0.3%，换手率3.71%，成交量28.81万手，成交额96.37亿元。该股最近90天内共有11家机构给出评级，买入评级8家，增持评级3家；过去90天内机构目标均价为242.25。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":"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/RB2026030400029577.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","SGXZ49509284.SGD","BK0086","300394","BK0167","SGXZ81163826.USD"],"gpt_icon":0},{"id":"2616533311","title":"富时中国A50指数季度调整：纳入中国船舶(600150.SH)等 剔除光大银行(601818.SH)等","url":"https://stock-news.laohu8.com/highlight/detail?id=2616533311","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616533311?lang=zh_cn&edition=full","pubTime":"2026-03-04 17:00","pubTimestamp":1772614831,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，3月4日，富时罗素宣布对富时中国指数系列的季度审核变更。调整结果将于2026年3月20日盘后生效。其中，富时中国A50指数纳入中国船舶(600150.SH)、天孚通信(300394.SZ)、万华化学(600309.SH)，剔除光大银行(601818.SH)、中国中车(601766.SH)、山西汾酒(600809.SH)。备选股名单为：兆易创新(603986.SH)、新华保险(601336.SH)、胜宏科技(300476.SZ)、潍柴动力(000338.SZ)、三花智控(002050.SZ)。","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":"http://www.zhitongcaijing.com/content/detail/1409961.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":["BK0176","BK4614","SGXZ49509284.SGD","BK0278","BK0188","BK0010","BK0020","BK0164","01766","BK0006","BK0201","BK0024","601818","BK0028","BK0279","BK0015","BK0005","BK0012","BK0187","BK0000","06818","600309","300394","600150","SGXZ81163826.USD","601766","600809","BK0183"],"gpt_icon":0},{"id":"2616482178","title":"天孚通信：截至2026年02月27日收盘，公司股东人数为97691（合并信用账户）","url":"https://stock-news.laohu8.com/highlight/detail?id=2616482178","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616482178?lang=zh_cn&edition=full","pubTime":"2026-03-01 18:51","pubTimestamp":1772362268,"startTime":"0","endTime":"0","summary":"证券之星消息，天孚通信(300394)03月01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2月27日股东人数多少？天孚通信回复：截至2026年02月27日收盘，公司股东人数为97691（合并信用账户）。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/RB2026030100008428.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":["BK0086","SGXZ49509284.SGD","BK0167","300394","BK0214","SGXZ81163826.USD"],"gpt_icon":0},{"id":"2614390016","title":"2月26日天孚通信现1笔大宗交易 机构净买入2117.82万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2614390016","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614390016?lang=zh_cn&edition=full","pubTime":"2026-02-26 17:12","pubTimestamp":1772097177,"startTime":"0","endTime":"0","summary":"证券之星消息，2月26日天孚通信发生大宗交易，交易数据如下：大宗交易成交价格362.02元，成交5.85万股，成交金额2117.82万元，买方营业部为机构专用，卖方营业部为中信证券股份有限公司北京安外大街证券营业部。近三个月该股共发生9笔大宗交易，合计成交2817.0手，折价成交2笔。截至2026年2月26日收盘，天孚通信报收于362.02元，上涨6.01%，换手率5.59%，成交量43.39万手，成交额156.56亿元。","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/RB2026022600025722.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":["SGXZ81163826.USD","BK0167","SGXZ49509284.SGD","300394","BK0214","BK0086"],"gpt_icon":0},{"id":"2613799568","title":"2月24日天孚通信现3笔大宗交易 机构净卖出1053.03万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2613799568","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613799568?lang=zh_cn&edition=full","pubTime":"2026-02-24 17:17","pubTimestamp":1771924626,"startTime":"0","endTime":"0","summary":"证券之星消息，2月24日天孚通信发生大宗交易，交易数据如下：近三个月该股共发生8笔大宗交易，合计成交2232.0手，折价成交2笔。该股近期无解禁股上市。截至2026年2月24日收盘，天孚通信(300394)报收于351.01元，上涨12.65%，换手率4.67%，成交量36.24万手，成交额126.33亿元。该股最近90天内共有13家机构给出评级，买入评级10家，增持评级3家；过去90天内机构目标均价为242.25。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":"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/RB2026022400032035.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0086","BK0167","SGXZ49509284.SGD","BK0214","300394","SGXZ81163826.USD"],"gpt_icon":0},{"id":"2613795505","title":"2月24日天孚通信涨12.65%，易方达创业板ETF基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2613795505","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613795505?lang=zh_cn&edition=full","pubTime":"2026-02-24 16:32","pubTimestamp":1771921940,"startTime":"0","endTime":"0","summary":"证券之星消息，2月24日天孚通信涨12.65%创60日新高，收盘报351.01元，换手率4.67%，成交量36.24万手，成交额126.33亿元。根据2025基金年报公募基金重仓股数据，重仓该股的公募基金共320家，其中持有数量最多的公募基金为易方达基金的易方达创业板ETF。易方达创业板ETF目前规模为4.46亿元，最新净值3.2659，较上一交易日下跌1.54%，近一年上涨52.96%。","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/RB2026022400030291.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":["159958","BK0167","BK0086","300394","SGXZ81163826.USD","BK0214","SGXZ49509284.SGD"],"gpt_icon":0},{"id":"2613795988","title":"天孚通信涨12.65%，山西证券二周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2613795988","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613795988?lang=zh_cn&edition=full","pubTime":"2026-02-24 16:32","pubTimestamp":1771921930,"startTime":"0","endTime":"0","summary":"今日天孚通信涨12.65%，收盘报351.01元。2026年2月10日，山西证券研究员张天发布了对天孚通信的研报《业绩符合预期，1.6T光引擎和CPO、NPO产品放量可期》，该研报对天孚通信给出“买入”评级。研报中预计公司2025-2027年归母公司净利润20.1/37.8/55.8亿元，同比增长49.3%/88.6%/47.4%，不考虑港股发行摊薄等对应EPS为2.58/4.87/7.18元，2月9日收盘价对应PE分别为115.4/61.2/41.5，维持“买入-A”评级。证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为国盛证券的石瑜捷。","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/RB2026022400030288.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002500","300394"],"gpt_icon":0},{"id":"2613632766","title":"天孚通信股价创新高，节后A股开市首日光模块、MLCC板块爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=2613632766","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613632766?lang=zh_cn&edition=full","pubTime":"2026-02-24 12:28","pubTimestamp":1771907280,"startTime":"0","endTime":"0","summary":"1月24日，春节假期后A股开市第一天，光模块概念股“易中天”股价飘红，盘中天孚通信股价创新高。多只MLCC概念股也集体走强，三环集团盘中股价创新高。　　光模块、MLCC都是AI数据中心的常用部件，其中MLCC在AI服务器中是负责控制大功率负载的关键元器件，AI服务器所需的MLCC数量远高于普通服务器。其中，天孚通信盘中站上350元/股，三环集团股价涨至60元/以上，均触及历史新高。天孚通信预计2025年净利润18.81亿元至21.5亿元，同比增长40%至60%。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2026-02-24/doc-inhnwvwp2171725.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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和十大流通股东。辛苦了！天孚通信回复：截至2026年02月10日收盘，公司股东人数为84274（合并信用账户）。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":"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/RB2026021400008536.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":["SGXZ81163826.USD","BK0167","SGXZ49509284.SGD","300394","BK0214","BK0086"],"gpt_icon":0},{"id":"2611115162","title":"天孚通信：截至2026年02月10日收盘，公司股东人数为84274（合并信用账户）","url":"https://stock-news.laohu8.com/highlight/detail?id=2611115162","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611115162?lang=zh_cn&edition=full","pubTime":"2026-02-14 14:51","pubTimestamp":1771051866,"startTime":"0","endTime":"0","summary":"证券之星消息，天孚通信(300394)02月14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：尊敬的董秘你好，请问截止至2026年2月10日收盘公司股东人数为多少，谢谢！天孚通信回复：截至2026年02月10日收盘，公司股东人数为84274（合并信用账户）。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/RB2026021400008537.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":["BK0086","SGXZ49509284.SGD","SGXZ81163826.USD","BK0167","300394","BK0214"],"gpt_icon":0},{"id":"2610186943","title":"天孚通信涨14.38%，山西证券二日前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2610186943","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610186943?lang=zh_cn&edition=full","pubTime":"2026-02-12 16:40","pubTimestamp":1770885621,"startTime":"0","endTime":"0","summary":"今日天孚通信涨14.38%，收盘报330.0元。2026年2月10日，山西证券研究员张天发布了对天孚通信的研报《业绩符合预期，1.6T光引擎和CPO、NPO产品放量可期》，该研报对天孚通信给出“买入”评级。研报中预计公司2025-2027年归母公司净利润20.1/37.8/55.8亿元，同比增长49.3%/88.6%/47.4%，不考虑港股发行摊薄等对应EPS为2.58/4.87/7.18元，2月9日收盘价对应PE分别为115.4/61.2/41.5，维持“买入-A”评级。证券之星数据中心根据近三年发布的研报数据计算，该研报作者对此股的盈利预测准确度为94.98%。","market":"sh","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/RB2026021200026425.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":["002500","300394"],"gpt_icon":0},{"id":"2610499276","title":"CPO概念股集体走强，创业板人工智能ETF涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610499276","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610499276?lang=zh_cn&edition=full","pubTime":"2026-02-12 11:57","pubTimestamp":1770868622,"startTime":"0","endTime":"0","summary":"A股市场CPO概念股集体走强，天孚通信涨超10%，带动创业板人工智能ETF华宝、创业板人工智能ETF华安、创业板人工智能ETF富国、创业板人工智能ETF大成、创业板人工智能ETF招商、创业板人工智能ETF南方、创业板人工智能ETF华夏涨超2%。　　创业板人工智能ETF聚焦“算力+AI应用”，重股包含新易盛(光模块)、中际旭创(光模块)、天孚通信(光器件)、润泽科技等。","market":"sh","thumbnail":" http://caiji.3g.cnfol.com/colect/202602/12/20260212149554.jpg","type":0,"news_type":0,"thumbnails":[" 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10:52","pubTimestamp":1770778320,"startTime":"0","endTime":"0","summary":"随着2月初北美AI产业链著名分析师“AYZ”发布一系列关于CPO的增量信息，以及近期Fabrinet、Lumentum、Coherent等公司陆续公布财报及Earings Call，2026年以来关于光模块和CPO的争论，可谓“吵翻了天”，丝毫不逊于当年Blackwell B200机架首次推出后，关于“光退铜进”和“光进铜退”的争论热度。而在Vera Rubin Ultra机架中，英伟达将强制规定每个机架将额外配备12个CPO NVSwtich托盘。目前Fabrinet已经取得了一些关于CPO的营业收入，尽管目前金额相对较小。","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/stock/relnews/cn/2026-02-11/doc-inhmmfcr4888948.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":["HK0000914686.HKD","LU1917777945.USD","SG9999014542.SGD","LU1803068979.SGD","NVIW.SI","LU2471134879.HKD","LU0053666078.USD","LU0943347566.SGD","LU2271345857.HKD","IE00BYXW3230.USD","LU2458330243.SGD","IE00B3M56506.USD","IE00B3SWFQ91.USD","LU1861127337.USD","LU1712237335.SGD","BK0167","LU2471134952.CNY","LU0265550359.USD","SG9999015358.SGD","LU1267930490.SGD","LU0203201768.USD","LU2272731782.SGD","IE00B4JS1V06.HKD","IE00BKPKM429.USD","LU1655091616.SGD","SG9999014559.SGD","LU0511384066.AUD","SGXZ23171101.USD","BK4567","LU2430703095.HKD","LU1989772923.USD","LU1119994496.HKD","DIPS","LU2361044865.SGD","LU1244550577.SGD","LU0210536198.USD","LU0957808578.USD","LU0127658192.USD","NVD2.UK","LU1914381329.SGD","SG9999014898.SGD","LU2250418816.HKD","LU0494093205.USD","LU1935043023.USD","LU1153585028.USD","LU2592432038.USD","LU0889565833.HKD","LU0211328371.USD","LU1821325948.USD","LU1923622614.USD","LU2265009873.SGD","LU0353189763.USD","LU2191332357.HKD","LU1983260115.SGD","LU2125909759.SGD","LU0823421333.USD","LU2322448791.USD","GB00BDT5M118.USD","LU2495084118.USD","LU0081259029.USD","IE00B19Z8W00.USD","LU0061475181.USD","LU1623119135.USD","LU2487616109.SGD","LU2361044949.HKD","SG9999015945.SGD","LU0476273544.USD","HK0000914660.USD","SNVD.UK","LU0417516738.SGD","LU0320765059.SGD","LU0210528500.USD","BK4551","LU2242650005.HKD","LU2543165471.USD","BK4579","LU0528227936.USD","LU0942090050.USD","LU0096364046.USD","LU1974910355.USD","LU1852331112.SGD","LU2023251221.USD","LU0689626769.HKD","IE00B19Z8X17.USD","SG9999017495.SGD","LU1066051811.HKD","LU2462157665.USD","LU2452424414.USD","LU1721428933.USD","LU2360032135.SGD","LU2054465674.USD","LU0082770016.SGD","LU1699723380.USD","LU0557290698.USD","LU0310800379.SGD","LU2097344357.USD","LU0240877869.USD","BK4020","LU1868836591.USD","LU0345770993.USD","LU0234570918.USD","LU2360106780.USD","SG9999018857.SGD","LU0158827781.USD","LU1064131003.USD","LU2463028550.USD","IE00B4YYXB79.USD","LU0079474960.USD","LU0965509010.AUD","IE000YTNTUN2.SGD","SG9999015952.SGD","LU1720050803.USD","BK4529","LU0061474705.USD","LU1551013342.USD","LU1868837300.USD","LU2860962120.EUR","LU1868837136.USD","IE00BKDWB100.SGD","300502","LU2213496289.HKD","LU2580892789.USD","LU2357305700.SGD","LU1951200564.SGD","LU0444971666.USD","LU0096362180.USD","LU0348723411.USD","LU1923622291.USD","LU2125909916.SGD","IE00BHPRN162.USD","LU0170899867.USD","LU2381873111.SGD","LU2361045086.USD","LU2125909593.SGD","LU2746668461.USD","BK4527","LU2290526834.HKD","LU0957791311.USD","IE00B7KXQ091.USD","LU0107464264.USD","IE0034235295.USD","NVDS","LU0823414478.USD","LU2065169927.USD","NVDY","IE00BYTNYN87.SGD","IE0004091025.USD","LU0256863902.USD","LU2272731600.USD","LU0308772762.SGD","LU0106261612.USD","LU1935042215.USD","LU2242649171.HKD","LU0871576103.HKD","BK4581","LU0345769128.USD","LU2471134523.USD","LU0211327993.USD","LU1718418525.SGD","LU0786609619.USD","LU2111349929.HKD","LITE","LU2430703251.USD","LU0708994859.HKD","IE0005OL40V9.USD","IE00BKVL7J92.USD","LU2097344431.USD","IE00BMPRXN33.USD","LU2125154778.USD","IE00BJJMRX11.SGD","LU0175139822.USD","BK4549","LU2083900584.USD","LU1571399168.USD","LU0964807845.USD","LU2471134796.USD","LU0642271901.SGD","LU2249611893.SGD","LU2746668974.SGD","LU0868494708.USD","IE00BK4W5M84.HKD","LU0316494557.USD","LU1064130708.USD","LU2476274720.SGD","IE00BMPRXQ63.HKD","LU1861220033.SGD","LU2244417387.USD","LU0082770016.USD","IE00B5949003.HKD","SG9999018865.SGD","BK0077","IE00BZ1G4Q59.USD","LU0215105999.USD","LU1992135472.HKD","LU0965508806.USD","LU0187121727.USD","LU0348735423.USD","LU1720051108.HKD","LU1116320901.HKD","LU2473716301.USD","SG9999014880.SGD","LU0788109477.HKD","LU0787776722.HKD","LU2087625088.SGD","LU2491050154.USD","FN","IE0034235303.USD","IE00BD6J9T35.USD","LU1674673428.USD","LU1037948541.HKD","LU1069344957.HKD","SG9999015978.USD","LU0210533765.USD","IE00BFSS7M15.SGD","LU2286300806.USD","LU1794554557.SGD","LU0080751232.USD","LU0342679015.USD","LU1633808545.USD","LU1580142542.USD","IE00BDRTCR15.USD","LU0077335932.USD","LU0540923850.HKD","LU1551013425.SGD","LU0965509283.SGD","LU0979878070.USD","LU1232071149.USD","LU1988902786.USD","LU0390134368.USD","LU1961090484.USD","LU1997245177.USD","LU1923623000.USD","LU2326559502.SGD","BK4554","LU2125154935.USD","LU1770034418.SGD","LU0466842654.USD","BK4614","LU0164865239.USD","LU1861215975.USD","LU1720051017.SGD","LU2089985449.USD","NVD3.UK","LU2077746001.SGD","LU0289739343.SGD","SGXZ81163826.USD","LU0094547139.USD","LU012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