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港股异动 | 芯片股全线飙升 国产算力芯片近期迎多重利好 自主可控算力需求不断提升
智通财经网· 2025-08-22 02:09
Group 1: Chip Stock Performance - Chip stocks have surged, with notable increases: Huahong Semiconductor up 8.69% to HKD 51.65, Shanghai Fudan up 7.37% to HKD 32.06, SMIC up 6.77% to HKD 55.2, and ZTE up 5.87% to HKD 33.16 [1] Group 2: Domestic Computing Power Developments - Recent positive developments for domestic computing power include Tencent's announcement of multiple supply options for inference chips and DeepSeek's model update to version V3.1, which is expected to support FP8 precision and domestic chips [1] - Huawei's Ascend chip-based server products are being deployed in large orders across government, finance, and telecommunications sectors [1] - ZTE's inference chip on Huahong's 7nm process has successfully passed initial testing, with the first batch currently being tested by clients [1] Group 3: Regulatory Environment and Market Demand - The U.S. has tightened security reviews on high-performance GPUs, with Nvidia's H20 chip criticized by state media for being "neither advanced, safe, nor environmentally friendly," leading to cautious procurement reminders for key internet companies [2] - Following the U.S. announcement to resume H20 exports to China with new conditions, there is an increasing domestic demand for self-controlled computing power, accelerating policy and capital flow towards domestic AI chip and computing chain manufacturers [2]
570股获融资买入超亿元,中兴通讯获买入30.48亿元居首
Mei Ri Jing Ji Xin Wen· 2025-08-22 01:39
Group 1 - On August 21, a total of 3,713 stocks in the A-share market received financing funds, with 570 stocks having a buying amount exceeding 100 million yuan [1] - The top three stocks by financing buying amount were ZTE Corporation, Dongfang Wealth, and Inspur Information, with amounts of 3.048 billion yuan, 2.399 billion yuan, and 2.267 billion yuan respectively [1] - Four stocks had financing buying amounts accounting for over 30% of the total transaction amount on that day, with Shuoshi Biology, Meishuo Technology, and Lijure Energy leading at 33.0%, 32.97%, and 31.97% respectively [1] Group 2 - There were 44 stocks with a net financing buying amount exceeding 100 million yuan, with the top three being Guiding Compass, Inspur Information, and China Unicom, which had net buying amounts of 530 million yuan, 406 million yuan, and 373 million yuan respectively [1]
智通港股沽空统计|8月22日
Zhi Tong Cai Jing· 2025-08-22 00:35
Short Selling Ratios - The top three stocks with the highest short selling ratios are Li Ning-R (100.00%), SenseTime-WR (98.29%), and Hang Seng Bank-R (95.38%) [1][2] - Other notable stocks with high short selling ratios include JD Health-R (91.13%) and China Resources Beer-R (90.75%) [2] Short Selling Amounts - The stocks with the highest short selling amounts are Meituan-W (2.526 billion), Xiaomi Group-W (1.858 billion), and Tencent Holdings (1.768 billion) [1][2] - Alibaba-SW and BYD Company also feature prominently with short selling amounts of 1.172 billion and 1.073 billion respectively [2] Short Selling Deviation Values - The stocks with the highest deviation values are SenseTime-WR (46.55%), Geely Automobile-R (45.06%), and China Resources Beer-R (44.55%) [1][3] - Other significant stocks include Hang Seng Bank-R (44.19%) and China Merchants China Fund (42.05%) [3]
8月21日港股通净买入74.61亿港元





Zheng Quan Shi Bao Wang· 2025-08-21 14:28
| 代码 | 简称 | 类型 | 成交金额(万港元) | 成交净买入(万港元) | 日涨跌幅(%) | | --- | --- | --- | --- | --- | --- | | 00700 | 腾讯控股 | 港股通(沪) | 352682.92 | 161844.29 | 0.42 | | 00763 | 中兴通讯 | 港股通(沪) | 307773.02 | 19502.71 | 5.38 | | 01810 | 小米集团-W | 港股通(沪) | 305180.48 | 82808.55 | -2.28 | | 03690 | 美团-W | 港股通(沪) | 274431.03 | 78855.83 | -3.06 | | 09988 | 阿里巴巴-W | 港股通(沪) | 257665.26 | 23823.73 | -1.53 | | 09988 | 阿里巴巴-W | 港股通(深) | 251722.00 | -51989.58 | -1.53 | | 00981 | 中芯国际 | 港股通(沪) | 218961.92 | -32961.86 | -0.10 | | 00763 | 中兴通讯 | ...
港股通8月21日成交活跃股名单





Zheng Quan Shi Bao Wang· 2025-08-21 14:25
Market Overview - On August 21, the Hang Seng Index fell by 0.24%, with southbound capital totaling HKD 137.57 billion in trading volume, including HKD 72.51 billion in buying and HKD 65.05 billion in selling, resulting in a net buying amount of HKD 7.46 billion [1] Southbound Trading Details - The southbound trading through Stock Connect (Shenzhen) had a cumulative trading volume of HKD 55.40 billion, with HKD 30.33 billion in buying and HKD 25.07 billion in selling, leading to a net buying amount of HKD 5.26 billion [1] - The southbound trading through Stock Connect (Shanghai) had a cumulative trading volume of HKD 82.16 billion, with HKD 42.18 billion in buying and HKD 39.98 billion in selling, resulting in a net buying amount of HKD 2.20 billion [1] Active Stocks - Tencent Holdings was the most actively traded stock with a total trading volume of HKD 52.66 billion and a net buying amount of HKD 18.71 billion, closing with a price increase of 0.42% [1][2] - Meituan-W had a total trading volume of HKD 45.05 billion and a net buying amount of HKD 13.91 billion, while Xiaomi Group-W had a trading volume of HKD 50.34 billion and a net buying amount of HKD 12.74 billion [2] - Alibaba-W experienced a total trading volume of HKD 50.94 billion with a net selling amount of HKD 2.82 billion, and the stock closed down by 1.53% [2] Continuous Net Buying - Tencent Holdings and Xiaomi Group-W were the only two stocks to receive continuous net buying from southbound capital for more than three days, with Tencent Holdings having a total net buying of HKD 55.72 billion over five days and Xiaomi Group-W with HKD 21.99 billion over three days [2]
2分钟涨停!一则研报,引爆2000亿中兴通讯
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-21 11:33
Group 1 - ZTE Corporation's stock experienced a significant surge, with A-shares hitting the limit up within two minutes and H-shares rising over 13% before retracting slightly [1][3] - The surge in stock price is attributed to a research report from Zheshang Securities, which maintained a "buy" rating on ZTE and was marked as a "major recommendation" [3][5] - The report highlighted ZTE's advancements in AI computing and network business, suggesting that the company is undervalued with a projected P/E ratio of 22 times for 2025, compared to an industry average of 51 times [8][11] Group 2 - ZTE has secured over 50% of the total bids in a recent procurement project by China Mobile for AI general computing devices, amounting to approximately 8.85 billion yuan [11] - Foreign institutional investors, such as BlackRock, have increased their holdings in ZTE, indicating growing confidence in the company's prospects [11] - The technology sector has become a core focus in the A-share market, with the communication index rising over 15% in August, contributing to ZTE's cumulative stock increase of over 20% this week [11][12]
主力资金丨尾盘上演“地天板”,主力资金抢筹超亿元
Zheng Quan Shi Bao Wang· 2025-08-21 11:25
(原标题:主力资金丨尾盘上演"地天板",主力资金抢筹超亿元) 3个行业主力资金净流入。 据证券时报·数据宝统计,今日(8月21日)沪深两市主力资金净流出516.92亿元,其中创业板净流出226.22亿元,沪深300成份股净流出92.57亿 元。 行业板块方面,申万一级行业有17个上涨,农林牧渔和石油石化行业涨幅居前,均超1%;14个下跌行业中,机械设备行业跌幅居首,达1.08%。 从资金流向来看,申万一级行业中,仅3个行业获主力资金净流入。商贸零售行业净流入金额居首,达3.5亿元;综合和钢铁行业净流入金额分别 为1.27亿元、962.78万元。 28个主力资金净流出的行业中,电子行业净流出金额居首,达97.02亿元;机械设备和电力设备行业净流出金额均超57亿元,汽车、有色金属、通 信和国防军工行业净流出金额居前,均超30亿元。 主力资金大幅净流出3只龙头股 从个股来看,74股主力资金净流入均超1亿元,其中16股净流入在3亿元以上。 通信龙头股中兴通讯主力资金净流入19.78亿元,居首;该股今日成交额达219.33亿元,股价涨6.56%。昨日晚间,浙商证券发布近三个月唯一一 份涉及中兴通讯的研报。研报称,通信设 ...
智通港股通活跃成交|8月21日
智通财经网· 2025-08-21 11:07
沪港通(南向)十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 25.17 亿元 | -5.20 亿元 | | 中兴通讯(00763) | 21.25 亿元 | +4.35 亿元 | | 小米集团-W(01810) | 19.82 亿元 | +4.46 亿元 | | 美团-W(03690) | 17.61 亿元 | +6.02 亿元 | | 腾讯控股(00700) | 17.39 亿元 | +2.53 亿元 | | 南方恒生科技(03033) | 13.99 亿元 | +1.37 亿元 | | 老铺黄金(06181) | 10.64 亿元 | +2.56 亿元 | | 汇量科技(01860) | 10.35 亿元 | -2.27 亿元 | | 中芯国际(00981) | 9.20 亿元 | +1.41 亿元 | | 盈富基金(02800) | 8.28 亿元 | -8.25 亿元 | | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 腾讯控股(00700) | 35.27 亿元 | ...