新易盛涨超5%，股价创历史新高！紧随海外算力情绪，创业板人工智能ETF华宝升逾1%冲击四连阳

新浪基金2025-06-26

26日早盘，全球AI总龙头股价再创新高，受海外算力情绪提振，A股算力硬件股大幅走高，算力含量高的创业板人工智能冲击四连阳！截至发稿，新易盛涨超5%创历史新高，兆龙互连、中际旭创涨超4%，联特科技、天孚通信、太辰光等多股涨超3%。　　热门ETF方面，同标的指数规模最大、流动性最好的创业板人工智能ETF华宝（159363）快速走高，场内价格现上涨1.67%，冲击日线四连阳，成交额快速突破6000万元...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2546279473?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-06-26 10:22","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2546279473","market":"other","top_or_hot":-1,"title":"新易盛涨超5%，股价创历史新高！紧随海外算力情绪，创业板人工智能ETF华宝升逾1%冲击四连阳","media":"新浪基金","content":"<div>\n<p>26日早盘，全球AI总龙头股价再创新高，受海外算力情绪提振，A股算力硬件股大幅走高，算力含量高的创业板人工智能冲击四连阳！截至发稿，新易盛涨超5%创历史新高，兆龙互连、中际旭创涨超4%，联特科技、天孚通信、太辰光等多股涨超3%。\n　　热门ETF方面，同标的指数规模最大、流动性最好的创业板人工智能ETF华宝（159363）快速走高，场内价格现上涨1.67%，冲击日线四连阳，成交额快速突破6000万元...</p>\n\n<a href=\"https://finance.sina.com.cn/money/fund/jjh/2025-06-26/doc-infckhun7206596.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新易盛涨超5%，股价创历史新高！紧随海外算力情绪，创业板人工智能ETF华宝升逾1%冲击四连阳</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新易盛涨超5%，股价创历史新高！紧随海外算力情绪，创业板人工智能ETF华宝升逾1%冲击四连阳\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-26 10:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/money/fund/jjh/2025-06-26/doc-infckhun7206596.shtml><strong>新浪基金</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>26日早盘，全球AI总龙头股价再创新高，受海外算力情绪提振，A股算力硬件股大幅走高，算力含量高的创业板人工智能冲击四连阳！截至发稿，新易盛涨超5%创历史新高，兆龙互连、中际旭创涨超4%，联特科技、天孚通信、太辰光等多股涨超3%。\n　　热门ETF方面，同标的指数规模最大、流动性最好的创业板人工智能ETF华宝（159363）快速走高，场内价格现上涨1.67%，冲击日线四连阳，成交额快速突破6000万元...</p>\n\n<a href=\"https://finance.sina.com.cn/money/fund/jjh/2025-06-26/doc-infckhun7206596.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0167","symbol_name":"5G","start_time":0,"source_url":"https://finance.sina.com.cn/money/fund/jjh/2025-06-26/doc-infckhun7206596.shtml","article_id":"2546279473","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2546279473","pubTimestamp":1750904520,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"26日早盘，全球AI总龙头股价再创新高，受海外算力情绪提振，A股算力硬件股大幅走高，算力含量高的创业板人工智能冲击四连阳！截至发稿，新易盛涨超5%创历史新高，兆龙互连、中际旭创涨超4%，联特科技、天孚通信、太辰光等多股涨超3%。　　热门ETF方面，同标的指数规模最大、流动性最好的创业板人工智能ETF华宝快速走高，场内价格现上涨1.67%，冲击日线四连阳，成交额快速突破6000万元。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159915":"创业板","159982":"中证500","300502":"新易盛","399006":"创业板指","399300":"沪深300","515980":"人工智能ETF华富","BK0167":"5G","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","000001.SH":"上证指数","BK0214":"IT设备","BK0132":"高送转概念","BK0148":"宽带提速"},"translate_title":"Xinyisheng rose more than 5%, and its stock price hit a record high! Following overseas computing power sentiment, GEM artificial intelligence ETF Huabao rose more than 1%, hitting four consecutive positives","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159915":1,"159982":1,"300502":1,"399006":1,"399300":1,"515980":1,"000001.SH":1},"content_text":"26日早盘，全球AI总龙头股价再创新高，受海外算力情绪提振，A股算力硬件股大幅走高，算力含量高的创业板人工智能冲击四连阳！截至发稿，新易盛涨超5%创历史新高，兆龙互连、中际旭创涨超4%，联特科技、天孚通信、太辰光等多股涨超3%。\n　　热门ETF方面，同标的指数规模最大、流动性最好的创业板人工智能ETF华宝（159363）快速走高，场内价格现上涨1.67%，冲击日线四连阳，成交额快速突破6000万元。\n\n　　消息面上，美东时间周三，全球AI总龙头英伟达涨超4%，股价再创新高，总市值3.77万亿美元，再度成为全球市值最高的公司。映射至A股投资，随着国内外云厂商加大资本开支，多数机构认为AI仍是全年主线，算力是其中最重要的方向之一。\n　　从北美算力看，英伟达、博通等推动网络架构持续升级，光模块景气度持续，关注新技术带来的新机会。北美算力升级围绕更高带宽（1.6T光模块/CPO）、更优连接（铜缆/AEC）和更高效DCI（相干光/空芯光纤）展开，产业链各环节技术迭代催生新机会。\n　　从国内算力看，受“政策驱动+技术升级+业绩兑现”影响，当前整体估值水平或已调整至相对合理区间。短期来看，国产算力链有望随英伟达特供芯片出货逐步复苏，需求端高景气+供给端降速提质或将共同驱动IDC机房行业进入周期拐点；长期来看，“技术升级+国产替代”为产业链带来结构性α机会，光模块、交换机等环节有望受益。\n　　华西证券表示，展望2025年下半年，随着国内外云厂商加大资本开支，北美算力板块及国产算力链景气度有望持续，AI应用发展有望推动端侧AI加速落地，我们认为AI仍是核心投资主线，建议关注光模块、铜互连、IDC机房、交换机等细分机会。\n　　把握AI热门赛道机会，建议重点关注全市场首只的创业板人工智能ETF华宝（159363）及场外联接（A类023407、C类023408）标的指数一键布局算力硬件+算力软件+AI应用三件套，高效地捕捉AI主题行情，以“光模块”龙头为先锋，囊括AI基建、算力硬件、AIDC、云计算、AI+应用等热门AI赛道。\n　　数据来源：沪深交易所等。注：“全市场首只”是指首只跟踪创业板人工智能指数的ETF。\n\nMACD金叉信号形成，这些股涨势不错！\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：江钰涵","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2546279473","isCrawlerRequest":true}