转自：智通财经 【主力资金监控：中兴通讯净买入超20亿】智通财经8月21日电，智通财经星矿数据显示，今日早盘主 力资金净流入计算机、多元金融、商贸零售等板块，净流出电子、机械设备、交运设备等板块，其中电 子板块净流出超69亿元。个股方面，中兴通讯大涨，主力资金净买入20.33亿元位居首位，兆易创新、 中油资本、京北方获主力资金净流入居前；胜宏科技遭净卖出超10亿元，工业富联、卧龙电驱、浪潮信 息主力资金净流出额居前。 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.30% and the Shenzhen Component Index up by 0.13%, while the ChiNext Index fell by 0.28% [1][3] - The total trading volume reached 283.9 billion CNY [3] Digital Currency Sector - Digital currency concept stocks experienced significant gains, with New Morning Technology hitting the daily limit up by 20%, and companies like Yuyin Co. and Jingbei Fang also reaching the daily limit [9][12] - The digital currency sector saw a rise of 4.54%, with stablecoins and financial technology leading the gains [5] Retail and Food Sector - The retail and food sectors showed strong performance, with stocks like Huijia Times and Cuiwei Co. hitting the daily limit, and companies such as Zhangzhou Development and Muyuan Foods also showing notable increases [14][16] - The government emphasized the need to stimulate consumption and remove restrictive measures in the consumer sector, which is expected to benefit related stocks [14][16] Hong Kong Market - In the Hong Kong market, major indices showed mixed results, with JD Health and Alibaba Health both rising over 4% [6] - ZTE Corporation saw a significant price fluctuation, initially rising over 10% before stabilizing at an increase of 8.24% with a trading volume exceeding 138 billion CNY [18][20]

| 中兴通讯 < V ા | | --- | | 000063 [ ] 深股通 ▼ | | 42.61 今开 43.53 最高 43.93 最低 42.41 | | 6.03% 总手 243万 金额 105.38亿 6.69% 2.67 换手 | | 总值 2038亿 流值 1716亿 市盈利 20.77 更多 | | H股报价 31.740 6.80% 溢价(H/A): -31.58% > | 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 早盘，A股芯片股延续强势，翱捷科技、盛科通信涨超10%，伟测科技、兆易创新、芯原股份涨幅靠 前。个股方面，中兴通讯A股（000063）仅用两分钟左右迅速涨停，随后打开涨停板，截至发稿涨 6.69%，报42.61元/股，市值仍超2000亿元。 | 芯原股份 1 G Q < > | | --- | | 688521 科创板 圆 户 股通 ▼ | | 156.38 今开 148.00 最高 158.75 最低 147.85 | | 2.71% 总手 13.6万 金额 20.94亿 6.35% 9.34 换手 | | 总值 822.1亿 流值 783. ...

| ■ 中兴通讯 分时 多日 日K 周K 月K 季K 年K 1分 3分 5分 10分 15分 30分 × 1天:1分K √ 显示 ▽ ② □v [ | | --- | | 中 タ 【 ・ ・ | 格隆汇8月21日｜中兴通讯炸板，现涨7.24%，成交额逾110亿元。 中兴通讯 分时 多日 日K 周K 月K 季K 年K 1分 3分 5分 10分 15分 30分 1小时 2小时 3小时 4小时 Tick f n (0) C d E 44.93 de 44.04 43 54 42.92 42.15 40.76 39.37 37.98 36.59 35.20 112090401 33.81 32.42 31.03 29.64 28.25 26.86 25.46 24.07 22.68 22.68 ● E 2024/09 11 12 2025/01 w 4 ...

中兴通讯炸板，现涨7.19%，成交额逾110亿元。 ...

Market Overview - A-shares opened higher on August 21, with the three major indices initially rising before turning negative, while the Sci-Tech 50 index surged over 2% before retreating [1] - The Shanghai Composite Index rose by 0.16% to 3772.34, while the Shenzhen Component fell by 0.19% to 11903.60, and the ChiNext Index dropped by 0.78% to 2587.27 [1][7] - Hong Kong stocks collectively declined, with the Hang Seng Index down 0.01% to 25162.20 and the Hang Seng Tech Index down 0.41% to 5518.59 [2][3] Sector Performance - The stablecoin concept stocks were active at the market open, with notable gains in companies like Tianrongxin, which hit the daily limit, and several others opening high [10][11] - AI hardware stocks experienced a downturn, particularly in sectors like liquid cooling servers, CPO, and PCB, leading to a drop in over 3300 stocks across the Shanghai and Shenzhen markets [6] - In the commodity market, domestic futures showed mixed results, with industrial silicon rising over 3% and the shipping index falling nearly 3% [4][5] Bond Market - The bond market saw a rebound, with the 30-year main contract rising by 0.04% and the 10-year main contract slightly down by 0.01% [3][4] Notable Stocks - ZTE Corporation's A-shares surged, leading to a rapid increase in its H-shares by over 13% [10] - Cambrian Technology saw a significant rise of over 5%, reaching a new high during the trading session [8]

x x x + 43.18 47 93 42.83 42.68 42.43 42.18 41.94 41.69 41.44 41.19 40.94 40.69 40.44 40.19 39.94 08/21 11:00 11:30 14: ■ 中兴通讯 分时 多日 日K 周K 月K 李K 年K 1分 3分 5分 10分 15分 30分 1小时 2小时 3小时 4小时 Tick 格隆汇8月21日｜中兴通讯炸板，现涨7.24%，成交额逾110亿元。 ■ 中兴通讯 分时 多日 日K 周K 月K 季K 年K 1分 3分 5分 10分 15分 30分×1天:1分K ▽ 显示 ▽ ② □v [ 中 2 v 7 v x x x = x = + + + + Aa = ∠ 0 = ○ @ ◎ ◎ ◎ ◎ ◎ ◎ ◎ ◎ ◎ ◎ ◎ ◎ ◎ ◎ ◎ ◎ ◎ ◎ ◎ ◎ ◎ ○ ◎ ◎ 44.93 44.04 43 54 42.92 42.15 40.76 39.37 37.98 36.59 35.20 33.81 32.42 31.03 29.64 28.25 26.86 25.46 24.07 22.68 43.93 43.6 ...

中兴通讯成交额达100亿元，现涨超7%。 ...

Market Overview - A-shares opened higher on August 21, with all three major indices rising, and the Sci-Tech 50 Index initially surged over 2% before retreating [1] - The Shanghai Composite Index rose by 0.26% to 3776.19, while the Shenzhen Component increased by 0.24% to 11955.30, and the ChiNext Index fell by 0.11% to 2604.86 [1] - The Hang Seng Index showed mixed performance, with a slight increase of 0.06% to 25180.17, while the Hang Seng Tech Index dropped by 0.32% to 5523.75 [2][3] Sector Performance - The semiconductor industry chain saw gains, particularly in servers and GPUs, with ZTE Corporation's A-shares hitting the upper limit and H-shares rising over 13% [1][8] - Stablecoin concept stocks were active at the market open, with several stocks, including Tianrongxin and Zhongyou Capital, experiencing significant gains [8][10] - In the commodity market, domestic futures showed divergence, with industrial silicon and polysilicon rising over 2%, while the shipping index fell by 1% [4][5] Bond Market - The bond market experienced a decline, with government bond futures dropping across the board. The 30-year main contract fell by 0.27%, the 10-year by 0.10%, the 5-year by 0.05%, and the 2-year by 0.02% [2][4] Notable Stocks - Cambricon Technologies saw a surge of over 5% during trading, reaching a new high [6] - The stablecoin concept stocks, including Yuyin Co., Sifang Chuangxin, and Zhongke Jincai, reported significant increases, with Yuyin Co. rising by 10.05% [9]

Core Viewpoint - ZTE Corporation (00763) continues its strong performance, with A-shares hitting the daily limit and H-shares rising over 14% during trading, reflecting positive market sentiment towards the company and its positioning in the AI sector [1] Company Performance - As of the latest update, H-shares of ZTE are up 7.34%, priced at 31.9 HKD, with a trading volume of 2.041 billion HKD [1] Industry Developments - On July 26, Huawei showcased its Ascend 384 Super Node at the 2025 World Artificial Intelligence Conference, which features a high-bandwidth, low-latency interconnection among 384 NPUs, achieving a single-card inference throughput of 2300 Tokens/s, surpassing NVIDIA's H100/H800 [1] - Other major players like Tencent and Alibaba are promoting their respective ETH-X and ALS solutions, while companies such as Inspur, ZTE, H3C, Huqin, and Super Fusion are also accelerating the deployment of super node solutions [1] Market Insights - Zheshang Securities notes that the progress of domestic super nodes has exceeded expectations, with the core growth area being the switching network [1] - The penetration rate of domestic super nodes is only one year behind that of overseas markets, indicating a strong growth potential [1] - The ScaleUp switching network is identified as a critical growth segment for super node solutions, with expectations for the domestic ScaleUp market size to more than double [1] - ZTE is positioned at the core of the domestic super node solution market, with a significant gap in market perception [1] - The accelerating demand for ScaleUp switching is driving the localization of switching chips [1]