Group 1 - The top 20 stocks with significant capital inflow as of August 27 include: Yanshan Technology (1.618 billion), Huayin Electric Power (948 million), and Yingweik (730 million) [1] - Yanshan Technology experienced a price increase of 10.08%, while Huayin Electric Power rose by 9.63% [2] - Other notable stocks with substantial capital inflow include Jishi Media (567 million), Tianfeng Securities (485 million), and Maigemeite (437 million) [1][2] Group 2 - The sectors represented among the top inflow stocks include internet services, electric power, specialized equipment, cultural media, and securities [2][3] - Yanshan Technology and Huayin Electric Power are both in the electric power sector, indicating strong interest in this industry [2][3] - The stock with the highest price increase is Keda Intelligent, which rose by 17.75% with a capital inflow of 413 million [2]

东方证券指出，新一代的国产芯片纷纷开始支持FP8，包括沐曦690、芯原VIP9000、寒武纪690、摩尔 线程MUSA 3.1 GPU、海光深算三号等。该行认为，随着国产AI芯片设计技术、制造工艺等方面的提 升，且随着国产大模型的持续发展以及对国产芯片的适配和支持，国产算力的市占率有望持续提升，国 产芯片的行情有望持续推进。 消息面上，Deepseek官方发布DeepSeek-V3.1版本。据DeepSeek官微，DeepSeek-V3.1使用了UE8M0 FP8 Scale的参数精度，UE8M0 FP8是针对即将发布的下一代国产芯片设计，国产芯片有望得到大规模应 用。 智通财经APP获悉，芯片股延续近期涨势，截至发稿，中芯国际(00981)涨5.52%，报59.3港元；晶门半 导体(02878)涨4%，报0.52港元；上海复旦(01385)涨2.66%，报34.7港元；华虹半导体(01347)涨2.26%， 报54.4港元。 ...

Core Viewpoint - The total margin balance of the STAR Market reached 216.09 billion yuan on August 26, showing an increase of 4.27 billion yuan from the previous trading day [1] Group 1: Margin Balance - The financing balance amounted to 215.35 billion yuan, increasing by 4.26 billion yuan from the previous trading day [1] - The margin trading balance was 7.44 billion yuan, with a slight increase of 0.05 billion yuan [1] Group 2: Stock Performance - On August 26, 357 stocks on the STAR Market experienced net financing inflows, with 23 stocks having net inflows exceeding 50 million yuan [1] - Cambricon Technologies led the net financing inflow with an amount of 593 million yuan, followed by SMIC, Haiguang Information, Dongxin Co., Jiewa Technology, Zhongwei Company, Huafeng Technology, and Daqo Energy, all exceeding 100 million yuan in net inflows [1]

来源：新浪基金∞工作室 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 8月27日，科创信息技术ETF（588100）开盘涨0.75%，报1.753元。科创信息技术ETF（588100）重仓股 方面，中芯国际开盘涨1.26%，海光信息涨1.49%，寒武纪涨3.75%，澜起科技跌0.39%，中微公司跌 1.86%，金山办公涨5.98%，传音控股跌0.04%，九号公司涨1.00%，芯原股份跌1.11%，石头科技涨 0.15%。 科创信息技术ETF（588100）业绩比较基准为上证科创板新一代信息技术指数收益率，管理人为嘉实基 金管理有限公司，基金经理为张钟玉，成立（2022-05-18）以来回报为74.24%，近一个月回报为 24.37%。 ...

8月27日，集成电路ETF（159546）开盘涨0.47%，报1.714元。集成电路ETF（159546）重仓股方面，中 芯国际开盘涨1.26%，海光信息涨1.49%，寒武纪涨3.75%，豪威集团涨2.38%，澜起科技跌0.39%，兆易 创新涨0.95%，长电科技涨0.03%，紫光国微跌0.01%，芯原股份跌1.11%，瑞芯微涨2.30%。 集成电路ETF（159546）业绩比较基准为中证全指集成电路指数收益率，管理人为国泰基金管理有限公 司，基金经理为麻绎文，成立（2023-10-11）以来回报为70.46%，近一个月回报为24.76%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 来源：新浪基金∞工作室 ...

来源：新浪基金∞工作室 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 8月27日，科创芯片ETF基金（588290）开盘涨0.89%，报2.031元。科创芯片ETF基金（588290）重仓股 方面，中芯国际开盘涨1.26%，海光信息涨1.49%，寒武纪涨3.75%，澜起科技跌0.39%，中微公司跌 1.86%，芯原股份跌1.11%，沪硅产业涨0.29%，恒玄科技涨2.25%，思特威涨0.17%，华海清科跌 0.77%。 科创芯片ETF基金（588290）业绩比较基准为上证科创板芯片指数收益率，管理人为华安基金管理有限 公司，基金经理为刘璇子，成立（2022-09-30）以来回报为101.48%，近一个月回报为27.57%。 ...

近期，内资、外资、港资持续流入港股市场。分析人士认为，港股在估值上具备较强吸引力，在美联储 降息预期升温的背景下，港股后市行情值得期待。 南向资金持续加码 Wind数据显示，截至8月26日，8月以来南向资金净买入1051.81亿港元，已连续26个月保持净买入。 今年以来，南向资金净买入9720.22亿港元，金融、可选消费、信息技术、医疗保健行业受资金青睐， 净买入额分别为3341.33亿港元、3009.78亿港元、1668.89亿港元、1370.76亿港元。值得注意的是，8月 以来南向资金仍在持续流入上述行业，净买入额分别为401.35亿港元、109.93亿港元、465.30亿港元、 219.39亿港元。 个股方面，截至8月25日，南向资金对建设银行持仓市值达2582.03亿港元，对工商银行、汇丰控股、中 国银行持仓市值均超1000亿港元，分别为1960.10亿港元、1590.14亿港元、1090.80亿港元。信息技术、 可选消费行业中，南向资金对五家公司持仓市值均超1000亿港元，分别为腾讯控股（6153.60亿港 元）、小米集团-W（2109.91亿港元）、阿里巴巴-W（2000.17亿港元）、中芯国际（ ...

（原标题：筹码极度惜售，又一个上纬新材？刚刚，见证中国操作系统新突破） 信创替代加速。 8月26日各主要指数强势震荡，上证指数盘中刷新近十年高点。板块方面，华鲲振宇、消费电子代工等 概念涨幅居前；稀土、CRO等概念重挫。部分个股继续大涨，开普云连续"20cm"一字涨停，合力泰和 天普股份等个股连续涨停。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3868.38 | 12473.17 | 1591.90 | | | -15.18 -0.39% +32.11 +0.26% -12.11 -0.76% | | | 科创50 | 创业板指 | 万得全A | | 1270.87 | 2742.13 | 6164.69 | | -16.86 -1.31% | -20.86 -0.76% | -5.48 -0.09% | 消息面上，8月21日，天普股份公告称，公司控股股东天普控股、天昕贸易、尤建义拟以协议转让方式 合计向中昊芯英转让公司10.75%股份，转让价格为23.98元/股，合计斥资约3.46亿元；同时，普恩投 资、天昕贸易拟以协议转让方式向方东晖合计转让公司8%股份， ...

中兴通讯 中芯国际 华虹公司 东风集团股份 中兴通讯 中芯国际 分时图 日K线 周K线 月K线 45.02 -0.82 -1.79% 3.12% 2.07% 1.05% 0.00% 1.05% 2.07% 3.12% 44.41 44.89 45.36 45.84 46.32 46.79 47.27 09:30 10:30 11:30/13:00 14:00 15:00 0 277万 553万 830万 8月25日港股市场，北水成交净卖出13.76亿港元，其中港股通(沪)成交净卖出24.36亿港元，港股通(深)成交净买入10.6亿港 元。 北水净买入最多的个股是阿里巴巴-W(09988)、快手-W(01024)、中兴通讯（000063）(00763)。北水净卖出最多的个股是盈 富基金(02800)、小米集团-W(01810)、中芯国际(00981)。 | 港股通(沪)活跃成交股 | | --- | | 腾讯控股 | 15.57 乙 | 17.09亿 | 32.66亿 | | --- | --- | --- | --- | | HK 00700 | | | -1.52 乙 | | 小米集团-W | 9.20亿 ...

Key Points - The top three companies with net inflows of southbound funds are Kuaishou-W (01024) with 1.159 billion, SMIC (00981) with 1.079 billion, and Meituan-W (03690) with 1.006 billion [1] - The top three companies with net outflows of southbound funds are Xpeng Motors-W (09868) with -1.304 billion, Xiaomi Group-W (01810) with -0.902 billion, and Hua Hong Semiconductor (01347) with -0.756 billion [1] - In terms of net inflow ratio, Anhui Wanshan Expressway (00995) leads with 74.12%, followed by Yuexiu Transport Infrastructure (01052) with 64.51%, and Qin Port Co. (03369) with 59.89% [1] - The companies with the highest net outflow ratios are Swire Properties (01972) at -49.10%, Hopson Development Holdings (00754) at -47.11%, and Ansteel (00347) at -45.34% [1] Net Inflow Rankings - Kuaishou-W (01024) had a net inflow of 1.159 billion, representing a 19.73% increase in closing price to 74.90 [2] - SMIC (00981) saw a net inflow of 1.079 billion, with a closing price increase of 10.06% to 56.90 [2] - Meituan-W (03690) experienced a net inflow of 1.006 billion, with a closing price increase of 1.11% to 118.40 [2] Net Outflow Rankings - Xpeng Motors-W (09868) had the largest net outflow of -1.304 billion, with a closing price increase of 13.60% to 91.90 [2] - Xiaomi Group-W (01810) saw a net outflow of -0.902 billion, with a closing price increase of 2.34% to 52.55 [2] - Hua Hong Semiconductor (01347) experienced a net outflow of -0.756 billion, with a closing price increase of 17.85% to 56.00 [2] Additional Net Inflow and Outflow Ratios - Anhui Wanshan Expressway (00995) had a net inflow ratio of 74.12% with a closing price of 12.20 [3] - Yuexiu Transport Infrastructure (01052) had a net inflow ratio of 64.51% with a closing price of 4.18 [3] - Qin Port Co. (03369) had a net inflow ratio of 59.89% with a closing price of 2.22 [3] - Swire Properties (01972) had a net outflow ratio of -49.10% with a closing price of 20.92 [3] - Hopson Development Holdings (00754) had a net outflow ratio of -47.11% with a closing price of 3.78 [3] - Ansteel (00347) had a net outflow ratio of -45.34% with a closing price of 2.22 [3]