人民财讯9月18日电，截至午间收盘，恒生指数跌0.18%，恒生科技指数涨1.04%。港股芯片股走强，华 虹半导体、晶门半导体涨超10%，中芯国际涨超6%。 ...

Core Points - The Hang Seng Index closed at 26,860.61 points, down 0.18%, with an intraday peak above 27,000 points [1] - The Hang Seng Tech Index rose by 1.04%, reaching 6,400.17 points [1] Sector Performance - The semiconductor sector showed strong performance, with Hua Hong Semiconductor increasing by over 10% and SMIC rising by more than 6% [1] - Consumer and rare earth sectors were active, while the real estate and coal sectors weakened [1]

记者丨 张嘉钰 李香香 编辑丨江佩佩 视频丨倪雨晴 杨浩凯 9月18日，A股三大指数集体低开， 截至中午收盘，沪指涨0.45%，深成指涨0.79%，创业板指涨0.49%。 科创50指数扩大涨幅至3%，站上1400点，再创3年多新高。 全市场半日成交额约1.72万亿元，超2700只个股上涨。 盘面上，半导体板块强势拉升，中芯国际盘中股价创新高；CPO概念走强，德科立涨停；人形机器人概念持续活跃，均胜电子涨停。此外，电 脑硬件、通信设备等板块涨幅居前；大金融、煤炭、贵金属等板块走弱。热门个股方面，天普股份复牌一字涨停，走出12连板。 | | Wind热门概念指数 | | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 光模块(CPO) | 半导体设备 中芯国际产业 | | ASIC芯片 | 宇树机器人 | 半島体 | 电脑硬件 | 通信设备 | 工业机械 | 汽车零部件 | | 5.09% | 4.77% | 3.99% | 3.97% | 3.77% | 3.91% | 3.36% ...

Market Performance - The Shanghai Composite Index rose by 0.37% to close at 3876.34 points, with a daily high of 3882.67 points [1] - The Shenzhen Component Index increased by 1.16% to close at 13215.46 points, reaching a peak of 13226.2 points [1] - The ChiNext Index saw a rise of 1.95%, closing at 3147.35 points, with a maximum of 3152.31 points [1] Margin Trading Data - The total margin trading balance in the Shanghai and Shenzhen markets was 23975.35 billion, with a financing balance of 23806.13 billion and a securities lending balance of 169.22 billion [1] - The margin trading balance increased by 127.27 billion compared to the previous trading day [1] - The Shanghai market's margin trading balance was 12213.99 billion, up by 39.55 billion from the previous day, while the Shenzhen market's balance was 11761.35 billion, increasing by 87.71 billion [1] Top Margin Buying Stocks - The top three stocks by margin buying amount were Shenghong Technology (45.81 billion), SMIC (44.12 billion), and Dongfang Fortune (37.86 billion) [2] - A total of 3448 stocks had margin buying funds [1] New Fund Issuances - Four new funds were launched, including Tianhong Hang Seng Technology ETF, Guotai Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence ETF, and two Penghua Shanghai Stock Exchange Sci-Tech Innovation Board Enhanced Index Funds [3] Top Net Buying Stocks on the Dragon and Tiger List - The top net buying stocks included Huijin Co., Ltd. (316.94 million), Shanghai Construction (309.74 million), and Hengbao Co., Ltd. (246.03 million) [4] - The list featured a total of ten stocks with significant net buying amounts [4]

Group 1: Robotics Industry Developments - Company Figure's valuation reached $39 billion, with investments from Nvidia and others [2] - Company Yushun Technology received a $20 million investment from the Rongteng Fund, which is also backed by Changxing Paper [2] - Company Junsheng Electronics has secured project notifications from two major automotive brands, with a total order value of approximately RMB 15 billion expected to start production in 2027 [2][8] - Company Wanxiang Qianchao is focusing on key components for humanoid robots, planning to establish a production line with an annual capacity of 100,000 sets by 2025 [2] - Company Fulongma is developing smart cleaning robots and has successfully created the world's first intelligent cleaning robot based on a skateboard chassis [3] Group 2: Strategic Collaborations and Investments - Company Yunnan Tourism's subsidiary signed a strategic cooperation agreement with Zhejiang Humanoid Robot Innovation Center to develop core technologies for tourism robots [2] - Company Hongdou is investing in smart elderly care robots, entering the "AI + home care" sector [2] - Company Kedi is focusing on the development of linear drive systems and is reportedly hiring engineers for robot-related projects [3] - Company Goldstone Technology is indirectly investing in Yushun Technology through the Jinshi Growth Fund [3] Group 3: Financial Performance and Market Position - Company Far East's humanoid robot cables have been applied in products from UBTECH, with a significant profit turnaround reported in the first half of the year [3] - Company Huazhong Technology is a leading player in the domestic high-altitude safety operation equipment market, reporting a 86.61% year-on-year increase in net profit [6] - Company Tianpu's net profit increased by 61.1% year-on-year, focusing on automotive electronics and intelligent manufacturing systems [6]

Group 1 - The core point of the article highlights the performance of the Kexin Enhanced ETF (588520), which opened down 0.70% at 1.285 yuan on September 18 [1] - The major holdings of the Kexin Enhanced ETF include companies like SMIC, which rose by 2.21%, and Cambrian, which increased by 4.58%, while other stocks like Jianyuan Technology and Zhuhai Guanyu experienced slight declines [1] - The Kexin Enhanced ETF's performance benchmark is the Shanghai Stock Exchange Science and Technology Innovation Board Composite Price Index, managed by Yongying Fund Management Co., Ltd. Since its establishment on June 27, 2025, it has returned 29.54%, with a monthly return of 12.36% [1]

Core Viewpoint - The A-share market shows positive momentum with significant gains in the semiconductor industry, while other sectors like precious metals and finance are experiencing declines [3][4]. Market Performance - The Shanghai Composite Index rose by 0.45% to 3893.95 points, while the Shenzhen Component Index increased by 0.79% to 13319.7 points, and the ChiNext Index gained 0.49% to 3162.9 points [3][4]. - The STAR 50 Index saw a notable increase, rising over 4% during the trading session [3][8]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.7 trillion yuan, an increase of 157.4 billion yuan compared to the previous trading day [3][5]. Sector Performance - The semiconductor sector experienced a significant surge, with companies like SMIC and Industrial Fulian reaching new highs [4][6]. - Other sectors that performed well include robotics, wind power equipment, automotive, and military industries, while precious metals, large finance, pork, and coal sectors saw declines [4][5]. - The semiconductor sector specifically rose by 3.64%, with a net inflow of 60.8 billion yuan [5]. Notable Stocks - Industrial Fulian's stock price surged nearly 8%, with a total market capitalization exceeding 1.3 trillion yuan and a year-to-date increase of over 200% [6]. - Both Cambrian and SMIC saw their trading volumes exceed 10 billion yuan, with Cambrian's stock price increasing by nearly 5% and SMIC's by 7.9%, pushing its market cap above 1 trillion yuan [7][8]. Index Movements - The STAR 50 Index expanded its gains to over 4%, with leading stocks like Zhongwei Company rising over 15% [8]. - The A-share market opened lower but quickly rebounded, with the ChiNext Index initially down over 1.3% before turning positive [10][14]. International Market - The Hang Seng Index rose by 0.4%, surpassing the 27,000-point mark, marking its highest level since July 2021 [10][11].

Core Viewpoint - A-shares experienced a positive trend with the Shanghai Composite Index rising by 0.45%, driven primarily by a surge in the semiconductor sector and notable performances from specific stocks [1] Market Performance - The three major A-share indices opened lower but rebounded, with the Shanghai Composite Index nearing 3900 points during the session [1] - The Shenzhen Component Index increased by 0.79%, while the ChiNext Index rose by 0.49% and the Sci-Tech 50 Index surged by 3.4% [1] - The total market turnover for the half-day session reached approximately 1.72 trillion yuan [1] Sector Highlights - The semiconductor sector showed strong performance, with stocks like SMIC hitting new highs [1] - The CPO concept stocks gained traction, exemplified by Dekeli's stock reaching the daily limit [1] - The humanoid robot concept remained active, with Junsheng Electronics also hitting the daily limit [1] - Other sectors such as computer hardware and communication equipment saw significant gains, while large financials, coal, and precious metals sectors underperformed [1] Notable Stocks - Tianpu Co. resumed trading with a limit-up increase, marking its 12th consecutive trading day of gains [1]

Market Overview - A-shares experienced a strong rebound in early trading, with the ChiNext index recovering from a dip and the Sci-Tech 50 index rising over 4%, reaching a three-year high [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.7 trillion yuan, an increase of 157.4 billion yuan compared to the previous trading day [1] Sector Performance - The robotics sector continued its strong performance, with over 20 stocks hitting the daily limit, including Shoukai Co., which achieved 11 consecutive limit-ups in 12 days, and Wanxiang Qianchao, which recorded 4 consecutive limit-ups [1] - The semiconductor industry chain saw significant gains, with Tianpu Co. achieving 12 consecutive limit-ups after resuming trading, and companies like SMIC, Haiguang Information, and Northern Huachuang reaching historical highs [3] - The computing power concept stocks also showed a recovery, with Industrial Fulian hitting the daily limit and setting a new historical high [3] - In contrast, the non-ferrous metals sector experienced a collective decline, with Xiaocheng Technology suffering a significant drop [3] Index Performance - By the end of the trading session, the Shanghai Composite Index rose by 0.45%, the Shenzhen Component Index increased by 0.79%, and the ChiNext Index gained 0.49% [3]

2025.09.18 本 文字数：2301，阅读时长大约4分钟 作者 | 第一财经 后歆桐 美联储如期公布9月利率决议，降息25个基点，点阵图并暗示年内还有两次降息，完全符合市场预期。 虽然点阵图预示明年或仅降息1次，随后等到2027年再降息一次，2028年停止降息，但美联储主席鲍威 尔表示，点阵图显示为个人预测并非计划，政策未设定预设路径。 中金公司发布研报称，美联储9月降息25个基点，符合市场预期。美联储较好回应了市场的关切，但也 保持了克制。此前期待的降息50个基点并未出现，决策者对于下一步降息存在较大分歧。由于就业数据 过于疲软，预计联储或将于10月再次降息，但在这之后，通胀升温将使降息门槛越来越高，货币宽松空 间也将受限。当前美国经济的症结并非需求不足，而是成本上升。 据芝商所"美联储观察"（CME Fedwatch）分析，美联储10月维持利率不变的概率为12.3%，降息25个基 点的概率为87.7%。美联储12月维持利率不变概率为1.1%，累计降息25个基点的概率为19.0%，累计降 息50个基点的概率为79.9%。 日股再创历史新高 日经225指数18日开盘即快速拉涨，截至9点半左右，已上涨0. ...