截至发稿，沪指涨0.69%，深成指涨1.4%，创业板指涨2.01%，报2585.24点，突破2024年10月8日的高点，为2023年2月15日以来的新高。开盘40分钟，沪 深两市成交额连续第58个交易日突破1万亿，较上一日此时放量超2300亿。全市4180只个股上涨。 每经编辑｜程鹏 8月18日，沪指高开0.43%，深成指高开0.48%，上证指数突破3700点整数关口，创业板指高开0.61%。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | 3722.45 | 11796.98 | 2585.24 | | +25.68 [+0.69%] | +162.31 [+1.40%] | +51.03 [+2.01%] | | 市场概览 1 展开 | | 車 を | | ●上涨 4180支 ●平盘 176支 ●下跌 1134支 | | | | 总成交额 1.04万亿 | | 较上一日 +2576.81亿 +33.02% | 其中，备受关注的中国神华（SH601088）复牌"10CM"涨停。截至发稿，涨幅回落至5.3%，现报39.55元，最新市值为7647亿元。截至2025年第一 ...

Group 1 - The A-share market saw a strong rise in artificial intelligence hardware and software sectors, with optical module CPO concepts leading the gains [1] - The optical module is a crucial component in fiber optic communication systems, responsible for converting electrical signals to optical signals and vice versa [1] - CITIC Securities forecasts strong demand for 800G optical modules and rapid growth for 1.6T optical modules by 2026, driven by the increasing need for higher bandwidth in AI data centers [1] Group 2 - China's high-end optical modules hold a global market share of 70%, benefiting significantly from the current AI computing wave [2] - The ChiNext AI Index has over 41% weight in optical modules, with the top three constituent stocks being Zhongji Xuchuang (15.89%), Xinyi Sheng (14.86%), and Tianfu Communication (4.77%) [2] - The annual management fee for the ChiNext AI ETF Huaxia (159381) is 0.15%, with a custody fee of 0.05%, making it the lowest comprehensive fee among comparable funds [2]

华海诚科认为，本次交易完成后，公司在半导体环氧塑封料领域的年产销量有望突破25000吨，跃居全 球出货量第二位。同时，将推动高导热塑封料、存储芯片塑封料等先进封装材料的研发及量产进度，逐 步实现国产替代，并将生产和销售基地延伸至韩国、马来西亚。 公开信息显示，科创半导体ETF（588170）跟踪上证科创板半导体材料设备主题指数，囊括科创板中半 导体设备（59%）和半导体材料（25%）细分领域的硬科技公司。半导体设备和材料行业是重要的国产 替代领域，具备国产化率较低、国产替代天花板较高属性，受益于人工智能革命下的半导体需求扩张、 科技重组并购浪潮、光刻机技术进展。 （文章来源：每日经济新闻） 截至8月18日9:57，上证科创板半导体材料设备主题指数强势上涨1.01%，成分股华海诚科上涨6.31%， 沪硅产业上涨4.74%，神工股份上涨2.79%，天岳先进，先锋精科等个股跟涨。科创半导体ETF （588170）上涨1.00%，最新价报1.11元。 华海诚科8月15日晚间发布发行股份、可转换公司债券及支付现金购买资产并募集配套资金报告书草案 上会稿。据公告，华海诚科拟通过发行股份、可转换公司债券及支付现金的方式购买 ...

每经AI快讯，华虹半导体跌超9%，现报每股46.2港元。 ...

Group 1 - Hong Kong's three major indices opened higher on August 18, with mixed performance in tech stocks and a general rise in Chinese brokerage stocks [1] - The Hang Seng Tech Index saw a significant increase, reaching nearly 1.5%, with notable gains in stocks like NIO, JD.com, NetEase, and SenseTime [1] - NIO's G318 battery swap station officially commenced operations, marking the completion of the G318 battery swap route, which spans 2,950 kilometers and includes 15 stations [1] Group 2 - Southbound funds recorded a net inflow of over HKD 35.8 billion on the previous Friday, setting a new historical high [2] - The Hang Seng Tech Index ETF (513180) includes 30 leading tech stocks in Hong Kong, focusing on the AI industry chain, with potential key players like Alibaba, Tencent, and BYD [2] - Investors without a Hong Kong Stock Connect account can access Chinese AI core assets through the Hang Seng Tech Index ETF (513180) [2]

每经AI快讯，8月18日，截至发稿，天能动力(00819.HK)涨6.46%、天齐锂业(09696.HK)涨2.51%、中创 新航(03931.HK)涨2.13%、赣锋锂业(01772.HK)涨1.88%。 ...

Group 1 - The liquid cooling server concept continues its strong performance from the previous week, with companies such as Runhe Materials, Qiangrui Technology, and Gaolan Co., Ltd. seeing stock increases of over 10% [1] - Prior to this, Chuanrun Co., Ltd. experienced two consecutive trading limit increases, indicating strong market interest [1] - Other companies in the sector, including Yinlun Co., Ltd., Feilong Co., Ltd., Chuanhuan Technology, Yingweideng, and Keda, also saw stock price increases, reflecting a broader trend in the liquid cooling server market [1]

Group 1 - The core viewpoint is that the Hong Kong stock market is expected to benefit from the accelerated commercialization of AI and the continuous inflow of southbound funds, with clear signs of valuation recovery [1] - The AI technology and new consumption sectors have significant growth potential, and the marginal pricing power of southbound funds in the Hong Kong stock market is increasing, especially in a low-interest-rate environment [1] - The medium to long-term outlook for the Hong Kong stock market remains positive due to its valuation advantages and the trend of industrial transformation and upgrading, with the technology and consumption sectors likely to continue rising under dual support from policies and funds [1] Group 2 - The Hong Kong Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), focusing on TMT (including media, computers, internet, electronics) and the automotive industry, selecting large-cap technology leaders listed on the Hong Kong stock market [1] - Investors without stock accounts can consider the Cathay CSI Hong Kong Stock Connect Technology ETF Initiated Link A (015739) and Cathay CSI Hong Kong Stock Connect Technology ETF Initiated Link C (015740) [1]

Group 1 - The Hong Kong stock market indices opened higher, with the Hang Seng Index up by 0.09%, the Hang Seng China Enterprises Index up by 0.21%, and the Hang Seng Tech Index up by 0.4% [1] - The leading stocks in the Hang Seng Tech Index ETF (513180) included NIO, JD Group, NetEase, Baidu Group, Xiaopeng Motors, and JD Health, which saw significant gains [1] - According to Guotai Junan Securities, the current market conditions suggest that the relatively undervalued "Hong Kong tech" sector may gradually catch up, driven by liquidity and the historical pattern of bank stocks leading the rally [1] Group 2 - Recent net inflows from southbound funds exceeded 35.8 billion HKD, setting a new historical high, indicating strong interest in emerging industries like AI and new consumption [2] - The Hang Seng Tech Index ETF (513180) includes 30 leading Hong Kong tech companies, focusing on the AI industry chain, with potential key players identified as Alibaba, Tencent, Xiaomi, Meituan, SMIC, and BYD [2] - Investors without a Hong Kong Stock Connect account can access Chinese AI core assets through the Hang Seng Tech Index ETF (513180) [2]

每经记者｜曾子建 每经编辑｜肖芮冬 盘面上，科网股全线上涨，哔哩哔哩涨超2%，京东涨超3%、百度涨超2%，联想涨超1%；内资券商股普遍上涨，国联民生涨超2%；创新药概念多数高开， 翰森制药涨超2%；黄金股活跃，中国黄金国际涨超1%；新能源车企股部分上涨，蔚来涨超7%。 跨境ETF方面，恒生创新药ETF、港股创新药精选ETF涨超2%，港股通创新药ETF、教育ETF、港股医药ETF、港股汽车ETF等涨超1%。此外，标普油气 ETF、中韩半导体ETF、纳斯达克ETF、标普ETF等小幅回落。 8月18日早盘，港股市场小幅高开。截至发稿时，恒生指数报25309点，上涨0.16%；恒生科技指数报5580点，上涨0.67%。 ...