2025年中报业绩预告爆棚,AI硬件板块全面爆发,新易盛20cm涨停创新高

格隆汇
Jul 15, 2025

CPO概念股爆发,新易盛20cm涨停,股价创历史新高,中际旭创、天孚通信涨逾10%;PCB概念震荡反弹,鹏鼎控股涨停;液冷服务器板块走强,博汇股份涨超15%。 消息面上,继AI服务器工业富联上半年业绩预报超预期,“CPO三巨头”新易盛预计上半年净利润37亿元-42亿元,同比增327.68%-385.47%,报告期内公司受益于人工智能相关算力投资持续增长。剑桥科技上半年净利同比预增50.12%-60.12%,有力印证了AI算力板块的需求旺盛。 此外,人形机器人板块催化剂不断,智元、宇树中标了中移动的1.24亿元采购合同,今日下午3点, 宇树科技的王兴兴等民营企业家将亮相中外记者见面会。 值得关注的产品,及截至发稿涨跌幅: 人工智能指数中CPO含量最高:创业板人工智能ETF华夏(159381),+5.62%,权重股包含新易盛(光模块)、中际旭创(光模块)、软通动力(IT服务)、润泽科技(IDC/云计算)、天孚通信(光器件)、深信服(网络安全)、网宿科技(云计算)等。 AI全产业链:人工智能AIETF(515070),+2.95%,覆盖AI芯片(寒武纪 - U)、算力基础设施(中科曙光、新易盛、中际旭创)、算法应用(科大讯飞)等全产业链环节。 具身智能爆发的应用终端:机器人ETF(562500),-0.12%,权重股包含汇川技术(工业机器人龙头)、绿的谐波(全球谐波减速器龙头)、拓普集团(特斯拉人形机器人核心供应商)和石头科技(服务机器人龙头)等。

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