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02-05

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CPO概念重挫，中际旭创跌超14%，昔日大牛股不行了？

2月5日，A股蛇年的第一个交易日，在DeepSeek的带动下，AI概念非常活跃，从上游硬件半导体到下游应用等，相关概念股纷纷大涨。

CPO概念重挫，中际旭创跌超14%，昔日大牛股不行了？

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18:57","market":"hk","language":"zh","title":"CPO概念重挫，中际旭创跌超14%，昔日大牛股不行了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2509077406","media":"财华社","summary":"2月5日，A股蛇年的第一个交易日，在DeepSeek的带动下，AI概念非常活跃，从上游硬件半导体到下游应用等，相关概念股纷纷大涨。","content":"<html><body><p>2月5日，A股蛇年的第一个交易日，在DeepSeek的带动下，AI概念非常活跃，从上游硬件半导体到下游应用等，相关概念股纷纷大涨。</p><p>然而，一向与AI息息相关的CPO概念股却集体重挫，截至收盘，<a href=\"https://laohu8.com/S/300570\">太辰光</a>（300570.SZ）暴跌19.38%，<a href=\"https://laohu8.com/S/300502\">新易盛</a>（300502.SZ）暴跌18.49%，<a href=\"https://laohu8.com/S/300394\">天孚通信</a>（300394.SZ）暴跌16.88%，<a href=\"https://laohu8.com/S/300308\">中际旭创</a>（300308.SZ）暴跌14.43%。</p><p><img height=\"826\" src=\"https://images.finet.hk/photoLib/content/202502_1/b4d8d69e-0a5e-4c47-b9e4-fd8eb7acabb6.png\" width=\"1202\"/></p><p>此外，<a href=\"https://laohu8.com/S/300476\">胜宏科技</a>（300476.SZ）、<a href=\"https://laohu8.com/S/002463\">沪电股份</a>（002463.SZ）、<a href=\"https://laohu8.com/S/600183\">生益科技</a>（600183.SH）、<a href=\"https://laohu8.com/S/603228\">景旺电子</a>（603228.SH）等PCB概念股亦集体大跌。</p><p>一边是海水，一边是火焰的行情演变，令不少投资者“摸不着头脑”。</p><p>有分析师认为，DeepSeek的优异性能、训练成本更低、以及对于高端AI芯片的依赖度下降，或将让市场对于<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>高端芯片的需求出现一定程度的放缓。</p><p>此外，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>也在最新发布的报告中将2025年英伟达GB200出货量从此前的3万-3.5万大幅下调至2万-2.5万件，最差的情况出货量可能低于2万，可能导致GB200供应链的市场影响达300亿至350亿美元。</p><p>该行表示，GB200芯片的“主要客户之一”<a href=\"https://laohu8.com/S/MSFT\">微软</a>的资本支出增速减缓，对供应链产生负面影响。其次，云计算和AI基础设施生态系统不成熟，特别是如GB200相关的网络和电力基础设施仍存在不足，供应链尚未跟上需求限制了GB200的部署。另外，云计算行业的资本支出增速在2025年第四季度预计会放缓至个位数，这也会对GB200的出货量产生负面影响。</p><p>有市场人士对此指出，相关CPO概念股和PCB概念股今日的大跌，主要受到英伟达需求被大幅调低冲击。</p><p>具体来说，以中际旭创为例，该公司是全球领先的数据中心光模块供应商，其产品主要应用于云计算数据中心等领域，为数据中心等提供高速光模块等产品和解决方案。而英伟达旗下AI芯片属于数据中心的核心环节，中际旭创与英伟达处于同一产业链的不同环节，存在一定的业务关联。</p><p>根据2024年半年报数据显示，中际旭创的境外收入占比超过87%，公司和国外科技公司一直保持良好的合作关系，深度嵌入各大巨头的数据中心产业链中。</p><p>一旦英伟达的业务发展和产品需求放缓，对中际旭创的业务将有一定的负面影响。这或许也是公司股价跳空大跌的重要原因之一。其他CPO概念、PCB概念的下跌逻辑或与此类似。</p><p>值得注意的是，近期发布的基金四季报数据也显示，作为CPO概念股龙头的中际旭创、新易盛和天孚通信被大幅卖出，这也对市场情绪造成一定的压力，不少投资者跟风卖出，以降低自身持仓的不确定性。</p></body></html>","source":"finet_stock","collect":0,"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\" 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href=https://www.finet.hk/newscenter/news_content/67a3441a230829009a9ab677><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月5日，A股蛇年的第一个交易日，在DeepSeek的带动下，AI概念非常活跃，从上游硬件半导体到下游应用等，相关概念股纷纷大涨。然而，一向与AI息息相关的CPO概念股却集体重挫，截至收盘，太辰光（300570.SZ）暴跌19.38%，新易盛（300502.SZ）暴跌18.49%，天孚通信（300394.SZ）暴跌16.88%，中际旭创（300308.SZ）暴跌14.43%。此外，胜宏科技（...</p>\n\n<a href=\"https://www.finet.hk/newscenter/news_content/67a3441a230829009a9ab677\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.finet.hk/photoLib/title/202502_1/25da7f11-6739-4519-bf83-348a4292217d.png","relate_stocks":{"LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","NVD2.UK":"2X NVIDIA ETP","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","NVD3.UK":"LS 3X NVIDIA","NVDA":"英伟达","NVDS.UK":"LS -1X NVIDIA","NVIW.SI":"NVDA 3xLongSG261006","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) 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