10月9日，沪深两市成交额合计2.65万亿元，较上一交易日放量约4717.86亿元。其中，沪市成交额1.22 万亿元，深市成交额1.44万亿元。中芯国际成交额居首，为242.49亿元。其后是中兴通讯、新易盛、北 方稀土、立讯精密，成交额分别为221.21亿元、188.91亿元、174.91亿元、170.47亿元。 ...

中芯国际A股成交额达200亿元，现涨1.02%。 ...

Group 1 - Semiconductor stocks showed strong performance in the morning, with Hua Hong Semiconductor and SMIC reaching new highs before experiencing a decline in the afternoon [1] - As of the report, Hua Hong Semiconductor (01347) fell by 7.36% to HKD 84.4, SMIC (00981) dropped by 6.31% to HKD 83.85, and Shanghai Fudan (01385) decreased by 5.78% to HKD 44.68 [1] - During the holiday period, both domestic and international semiconductor industries received multiple positive catalysts [1] Group 2 - Goldman Sachs raised the target prices for SMIC and Hua Hong Semiconductor, citing the expanding AI ecosystem in China as an opportunity for the semiconductor sector [1] - The report indicates that with the development of domestic AI solutions, both SMIC and Hua Hong Semiconductor are expected to become leading foundries in China and benefit in the long term [1] - Citigroup noted that despite a 34% valuation premium for the semiconductor index, the high growth rate supported by AI effects makes the valuation reasonable, suggesting that the current semiconductor cycle still has upward potential [1]

Group 1 - Semiconductor stocks showed strong performance in the morning, with Hua Hong Semiconductor and SMIC reaching new highs before experiencing a decline in the afternoon [1] - As of the report, Hua Hong Semiconductor (01347) fell by 7.36% to HKD 84.4, SMIC (00981) dropped by 6.31% to HKD 83.85, and Shanghai Fudan (01385) decreased by 5.78% to HKD 44.68 [1] - During the holiday period, the semiconductor industry both domestically and internationally received multiple positive catalysts [1] Group 2 - Goldman Sachs raised the target prices for SMIC and Hua Hong Semiconductor, citing the expanding AI ecosystem in China as an opportunity for the semiconductor sector [1] - The report indicates that with the development of domestic AI solutions, both SMIC and Hua Hong Semiconductor are expected to become leading foundries in China and benefit in the long term [1] - Citigroup noted that despite a 34% valuation premium for the semiconductor index, the high growth rate supported by AI effects makes the valuation reasonable, suggesting that the current semiconductor cycle still has upward potential [1]

每经AI快讯，10月9日，港股半导体午后跳水，华虹半导体跌超7%，此前一度涨超9%，中芯国际跌超 6%，此前一度涨近5%，上海复旦、宏光半导体跌超5%。 ...

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。 10月9日，科创创业ETF（588360）开盘涨0.70%，报1.013元。科创创业ETF（588360）重仓股方面，宁 德时代开盘跌0.50%，中芯国际涨2.76%，迈瑞医疗跌0.69%，海光信息涨3.72%，中际旭创涨3.80%，新 易盛涨2.25%，寒武纪涨2.68%，汇川技术涨1.17%，阳光电源跌0.06%，澜起科技涨4.65%。 科创创业ETF（588360）业绩比较基准为中证科创创业50指数收益率，管理人为国泰基金管理有限公 司，基金经理为黄岳，成立（2021-06-29）以来回报为0.41%，近一个月回报为13.65%。 来源：新浪基金∞工作室 ...

每经AI快讯，10月9日，截至发稿，中芯国际(00981.HK)由涨6%反跌3%，华虹半导体(01347.HK)由涨 9%反跌1%，上海复旦(01385.HK)由涨3%反跌2%。 ...

Core Viewpoint - The A-share market has entered a bullish phase, with the Shanghai Composite Index surpassing 3900 points for the first time since August 2015, indicating a significant market recovery and investor optimism [3][4]. Technology Sector - The technology sector is experiencing a strong rally, particularly in the semiconductor industry, with storage chips and advanced packaging leading the gains. Notable stocks such as Tongfu Microelectronics and SMIC have reached historical highs [6][7][10]. - Key drivers for the technology sector include price increases in storage chips, with major companies like Samsung and Micron announcing price hikes of 15% to 30% for DRAM and 5% to 10% for NAND flash [9][10]. Precious Metals Sector - The precious metals sector has seen substantial gains, with gold prices reaching new highs, surpassing $4000 per ounce during the National Day holiday. Major stocks like Sichuan Gold and Shandong Gold have hit their daily limits [12][15]. - China's gold reserves have increased, with the central bank adding 40,000 ounces in September, marking the 11th consecutive month of gold accumulation [15]. Industrial Metals Sector - The industrial metals sector is also performing well, with stocks like Yunnan Copper and Jiangxi Copper hitting their daily limits. Energy metals, including lithium stocks like Ganfeng Lithium and Tianqi Lithium, have shown significant increases [12][14]. Market Performance - The Shanghai Composite Index rose by 1.24% to close at 3931.07 points, while the Shenzhen Component and ChiNext Index increased by 1.75% and 1.77%, respectively. The market's half-day trading volume exceeded 1.72 trillion yuan [4].

今日上午，上证指数突破3900点。上一次A股"见到"3900点，是在2015年8月18日，距今已有3700余天。 盘面上，"科技+有色金属"成为最强双主线。有色金属板块中，贵金属板块领涨，工业金属、小金属、稀土永磁等板块上涨。两大龙头股紫金矿业、洛阳 钼业联手大涨，盘中股价均创历史新高。 科技股全面发酵，存储芯片、消费电子等板块涨幅居前。通富微电"一字"涨停，晶圆代工双雄中芯国际涨超7%、华虹公司"20CM"涨停，兆易创新、澜起 科技、中微公司、拓荆科技等龙头股也大涨，这些龙头股盘中股价均创历史新高。 此外，可控核聚变、固态电池、量子科技等板块也大涨。 上午收盘，上证指数上涨1.24%，报3931.07点，深证成指上涨1.75%，创业板指上涨1.77%。市场半日成交超1.72万亿元。 科技股全面走强 今天上午，科技股全面走强，半导体产业链大涨，存储芯片、先进封装等板块涨幅居前。消费电子概念上涨，AI PC、AI手机等板块涨幅居前。算力产业 链表现活跃，PCB、光模块等板块上涨。 | 德邦科技 ■ 688035 | 63.18 | 14.56% | 89.9 Z | | --- | --- | --- | -- ...

Market Overview - The Shanghai Composite Index has surpassed 3900 points for the first time since August 18, 2015, marking over 3700 days since it last reached this level [1] - The market saw a significant increase in trading volume, with over 1.72 trillion yuan traded in the first half of the day [1] Technology Sector - The technology sector experienced a strong rally, particularly in the semiconductor industry, with storage chips and advanced packaging leading the gains [3] - Notable stocks included Tongfu Microelectronics, which hit the daily limit, and major players like SMIC and Hua Hong Semiconductor, which saw increases of over 7% and reached their historical highs [1][3] - Catalysts for the technology sector included price increases in storage chips driven by major companies like Samsung and Micron, with DRAM prices expected to rise by 15% to 30% and NAND flash prices by 5% to 10% [6] - OpenAI's strategic partnership with AMD to deploy 6 GW of AMD GPU power for AI infrastructure also contributed to the positive sentiment in the tech sector [6] Precious Metals Sector - The precious metals sector saw significant gains, with gold prices reaching new highs, including a record of over $4000 per ounce [11] - Major stocks in this sector, such as Sichuan Gold and Shandong Gold, hit their daily limits, reflecting strong investor interest [8] - The increase in gold prices is attributed to ongoing concerns over U.S. government debt and a long-term trend towards de-dollarization, which is expected to support continued price increases [11] Non-Ferrous Metals Sector - The non-ferrous metals sector also performed well, with the precious metals segment leading the charge [1] - Key stocks like Yunnan Copper and Jiangxi Copper reached their daily limits, while lithium companies such as Ganfeng Lithium and Tianqi Lithium saw substantial gains [8] - The rare earth permanent magnet sector also experienced significant increases, with companies like Baotou Steel and Northern Rare Earth achieving notable stock performance [8]