8月28日，沪深两市成交额合计2.97万亿元，较上一交易日缩量约1947.62亿元。其中，沪市成交额1.27 万亿元，深市成交额1.71万亿元。中芯国际成交额居首，为271.19亿元。其后是北方稀土、寒武纪-U、 新易盛、胜宏科技，成交额分别为260.39亿元、260.24亿元、240亿元、232.74亿元。 ...

Market Overview - The market experienced a V-shaped rebound in the afternoon, with the ChiNext Index leading the gains, and the STAR 50 Index rising over 7% [1] - By the close, the Shanghai Composite Index rose by 1.14%, the Shenzhen Component Index increased by 2.25%, and the ChiNext Index surged by 3.82% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.97 trillion yuan, a decrease of 194.8 billion yuan compared to the previous trading day [1][7] Sector Performance - The market focus was on computing power and semiconductor sectors, with over 2,800 stocks rising across the market [2] - Key sectors that performed well included CPO, semiconductors, copper foil, and PCB, while agriculture, weight loss drugs, clothing, and liquor sectors saw declines [3] - Notable stocks in the computing hardware sector maintained strong performance, with Tianfu Communication and others reaching historical highs [2] Stock Movement - A total of 2,868 stocks rose, while 2,402 stocks declined, with 66 stocks hitting the daily limit up [5] - The limit-up performance rate was 73%, with a high opening rate of 52% and a profit rate of 62% [9]

Market Performance - Major A-share indices experienced slight fluctuations in the morning, followed by a surge in the afternoon, with the Shanghai Composite Index rising by 1.14% to close at 3843 points, the Shenzhen Component Index increasing by 2.25%, and the ChiNext Index up by 3.82% [1] - The total trading volume for the day reached 3 trillion yuan, a decrease of 196.9 billion yuan compared to the previous trading day, with over 2800 stocks rising across the market [1] Sector Performance - The CPO concept saw explosive growth, with stocks like Tianfu Communication and Woge Optoelectronics hitting the daily limit [1] - The copper cable high-speed connection sector also performed well, with Yidong Electronics reaching a 20% limit up [1] - F5G and 6G concepts surged, with Tefa Information hitting the daily limit [1] - The satellite internet sector was active, with Wantong Development and Xingwang Yuda reaching the daily limit [1] - The semiconductor sector saw significant gains, with SMIC rising over 17% and Cambrian Technology increasing over 15%, becoming the new stock king in A-shares [1] - Other sectors with notable gains included optical communication modules, PCB, lidar, and AIPC [1] - Conversely, the transgenic sector declined, with Topcloud Agricultural falling over 7%, and the Alzheimer's sector weakened, led by Kangyuan Pharmaceutical [1] - The viral prevention sector also saw declines, with Aladdin dropping over 8%, while the automotive services, grain concepts, and real estate services sectors experienced the largest declines [1] Top Gainers and Fund Inflows - The top gainers included the communication equipment sector, which rose by 7.31%, and the semiconductor sector, which increased by 6.15% [2] - The electronic components sector also saw a rise of 4.88% [2] - In terms of net fund inflows over the past five days, the diversified financial sector gained 2.99%, while computer hardware and basic funds increased by 2.74% and 2.02%, respectively [2]

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) 格隆汇8月28日｜A股深证成指尾盘涨超2%，创业板指日内涨3.5%，上证指数涨近1%，科创50指数涨超 6%。 ...

8月26日，《国务院关于深入实施"人工智能+"行动的意见》正式出台，提出加快实施"人工智能+"产业 发展等6大重点行动，推动AI应用的加速落地。利好催化下，聚焦科创板"硬科技"核心的科创板ETF （588090）近期成交放量显著，迎来资金积极布局。 作为市场首批跟踪科创50指数的ETF，科创板ETF（588090）8月22日以来连续4个交易日（8/22-8/27） 单日成交额突破3亿元，期间日均成交额达4.75亿元，交投活跃度持续升温，8月26日与27日更是连续两 个交易日实现资金净流入，助推科创板ETF（588090）基金规模从8月11日至8月22日连续两周实现规模 正增长，并于8月27日达55.80亿元。 （成交额数据来源：Wind，基金规模数据来源：交易所。科创板ETF成立于2020/9/28） 风险提示：基金有风险，投资需谨慎。如需购买相关基金产品，请您关注投资者适当性管理相关规定， 提前做好风险测评，并根据您自身的风险承受能力购买与之相匹配的风险等级的基金产品。基金的过往 业绩并不预示其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证。基金投资 需注意投资风险，请仔细阅读基金合同、 ...

Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index has risen by 1.74%, with notable increases in component stocks such as SMIC (up 12.02%), Fuchuang Precision (up 7.76%), and Zhongwei Company (up 3.27%) [1] - The Sci-Tech Semiconductor ETF (588170) has seen a 1.58% increase, with the latest price at 1.22 yuan, and has experienced continuous net inflows over the past three days, totaling 75.75 million yuan [1] - Tianfeng Securities anticipates that domestic large model development companies and internet platforms will gradually increase their procurement and usage of domestic chips, presenting growth opportunities for domestic chip suppliers and their supporting industry chain [1] Group 2 - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index, which includes companies in semiconductor equipment (59%) and semiconductor materials (25%) [2] - The semiconductor equipment and materials industry is a significant area for domestic substitution, characterized by low domestic substitution rates and high ceilings for domestic replacement, benefiting from the expansion of semiconductor demand driven by the AI revolution and advancements in lithography technology [2]

Group 1 - The consumer electronics sector has shown strong performance, with stocks like SMIC rising over 13%, Cambricon increasing over 7%, and Lattice Semiconductor up over 5% [1] - Several ETFs tracking the CSI Consumer Electronics Theme Index have also risen by more than 2% [1] - The CSI Consumer Electronics Theme Index includes 50 listed companies involved in component production and brand design, reflecting the overall performance of the consumer electronics sector [2] Group 2 - Recent mid-year reports from companies in the consumer electronics supply chain have positively impacted the sector [2] - Analysts believe the long-term growth logic of the consumer electronics sector remains solid, with clear trends in AI innovation [2] - Leading companies in the domestic supply chain, characterized by strong R&D capabilities and a solid fundamental base, are expected to benefit significantly from the wave of AI terminal innovations [2]

消息面上，此前8月26日晚间，寒武纪披露的半年报显示，上半年实现营业收入28.81亿元，较上年同期 增加28.1亿元，同比增长4347.82%；归母净利润为10.38亿元，去年同期为亏损5.30亿元，扭亏为盈。据 21世纪经济报道，踩中"国产创新"风口、被纳入多个重要指数——多重资本推力将其股价三年推涨超22 倍。 科创50ETF景顺（588950）紧密跟踪上证科创板50成份指数(000688.SH)，指数由上交所科创板中市值 大、流动性好的50只证券组成，反映最具市场代表性的一批科创企业的整体表现。行业分布看，据 Wind数据显示，截至最新，上证科创板50指数半导体行业（申万二级行业）权重占比超60%。该ETF还 配备了场外联接基金：A：021484，C：021485。 8月28日，指数走强，科创50指数盘中最高涨超5%，半导体芯片等方向涨幅居前。 相关ETF方面，科创50ETF景顺（588950）午后盘中涨超5%，截至发稿涨3.77%。该ETF前两大重仓股 中芯国际、寒武纪-U分别涨超12%、5%，两只个股股价均创历史新高。 浙商证券认为，盈利拐点是行情启动信号。站在当前，观察科创板，从表观数据来看，截止 ...

Group 1 - The A-share market saw a positive opening on August 28, with major indices rising and the chip sector experiencing significant gains [1] - The Tianhong Chip ETF (159310) rose by 1.92% with a trading volume exceeding 37 million yuan, and its latest circulation scale reached 1.106 billion yuan, ranking first among similar products in the Shenzhen market [1] - Key stocks in the chip ETF included SMIC, which surged over 11% to reach a historical high, and other notable performers such as Ruixin Micro and Cambrian [1] Group 2 - Nvidia reported Q2 earnings for fiscal year 2026, with revenue of $46.743 billion, a 56% year-on-year increase, and a net profit of $26.422 billion, up 59%, with a gross margin of 72.7% [2] - Nvidia's CEO highlighted the potential for $50 billion in opportunities from the Chinese market, which is expected to grow by approximately 50% this year [2] - Domestic chip suppliers are anticipated to benefit from increased procurement and usage of domestic chips by large model development companies and internet platforms, as the trend towards localization continues [2]

格隆汇8月28日｜A股中芯国际成交额超200亿元，现涨超16%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) ...