香港联交所最新数据显示，10月16日，Ping An Asset Management Co.,Ltd.增持农业银行（601288） (01288)653.1万股，每股作价5.5267港元，总金额约为3609.49万港元。增持后最新持股数目约为61.52亿 股，持股比例为20.01%。 ...

21日，农业银行A股股价盘中一度攀升至7.89元/股，刷新历史高点，实现13连阳。近日，在股价带动下，农行市净率时隔多年重回1倍。 与此同时，Wind显示，截至21日收盘时，农业银行A股总市值为2.68万亿元，超过工商银行2.53万亿元的总市值，成为A股市值最高的上市公司。 农行A股股价走势 图片来源：Wind 农行市净率重回1倍 据Wind，截至10月21日收盘，除农行、招行外，A股其他40家上市银行的市净率仍在1倍以下，其中市净率在0.9倍以上的有成都银行和杭州银行，分别为 0.99倍和0.92倍，而民生银行、华夏银行、贵阳银行等8家银行市净率仍在0.5倍以下。 截至10月21日收盘，国有大行中，除农行外，市净率均在0.8倍以下。工商银行、建设银行、邮储银行、中国银行、交通银行的市净率分别为0.73倍、0.72 倍、0.69倍、0.66倍和0.56倍。 对比今年年初看，彼时A股银行股市净率均在1以下，相较而言目前估值已有所修复。Wind数据显示，42家A股上市公司中，截至10月21日收盘时，有25 家银行的市净率高于今年年初，占比近六成。 市净率重回1倍意味着什么？ 巨丰投顾投资顾问总监郭一鸣在接受中新经 ...

智通财经APP获悉，香港联交所最新资料显示，10月20日，中国平安保险(集团)股份有限公司增持农业 银行(01288)4057.4万股，每股作价5.6306港元，总金额约2.28亿港元。增持后最新持股数目约为61.69亿 股，最新持股比例为20.06%。 ...

智通财经APP获悉，香港联交所最新资料显示，10月20日，中国平安保险(集团)股份有限公司增持农业 银行(01288)4057.4万股，每股作价5.6306港元，总金额约2.28亿港元。增持后最新持股数目约为61.69亿 股，最新持股比例为20.06%。 ...

香港联交所最新资料显示，10月20日，中国平安保险(集团)股份有限公司增持农业银行（601288） (01288)4057.4万股，每股作价5.6306港元，总金额约2.28亿港元。增持后最新持股数目约为61.69亿股， 最新持股比例为20.06%。 ...

中国平安 所持 农业银行 H 股股份比例升至 20.06%。 ...

10月21日，农业银行走出13连阳，股价再创历史新高。按照最新股价计算，其A股总市值已突破2.76万 亿元。2025年以来，农行股价涨幅超50%，显著跑赢银行板块整体表现。 近期，农业银行股价频创新高，引领银行股的反弹行情。 近期，以农业银行为代表，银行股正迎来估值修复的积极信号。上周，农业银行A股市净率（PB）站上 1倍关口，打破了国有银行长期"破净"的局面。分析人士认为，当前，优质资产的高股息率叠加稳健的 业绩表现，成为吸引资金流入的重要优势。当下，银行等红利资产正在收获新一轮"价值发现"。 农业银行走出13连阳 再创历史新高 10月17日，农业银行A股市净率（PB）自2018年3月以来首次回到1倍以上，这一突破也打破了国有银行 长期"破净"（即市净率低于1倍）的局面，备受市场关注。 农业银行缘何走势如此强劲？对此，分析人士认为，一方面，当下市场环境中，优质资产的高股息率成 为吸引资本流入的重要优势；另一方面，优质的业绩表现，作为核心支撑，是农业银行股价强势的主要 驱动。 兴业证券认为，近期市场风格发生变化，部分资金已开始向银行回流。从历史经验看，银行板块在四季 度上涨概率较高，当前银行板块股息率重回高位 ...

Market Overview - The A-share market saw all three major indices rise collectively, with the Shanghai Composite Index increasing by 1.36%, surpassing the 3900-point mark; the Shenzhen Component Index rose by 2.06%, and the ChiNext Index increased by 3.02% [1] - The total market turnover reached 1.8927 trillion yuan, an increase of 141.4 billion yuan compared to the previous trading day, with over 4600 stocks rising [1] Sector Performance - The computing power sector reignited market enthusiasm, particularly the CPO (Co-Packaged Optics) segment, which showed significant momentum [3][7] - Leading stock Yuanjie Technology hit the daily limit, achieving a historical high, while Industrial Fulian topped the net inflow list with 2.207 billion yuan, marking a 9.57% increase in its stock price [3] - Other notable performers included New Yisheng and Luxshare Precision, with net inflows of 1.792 billion yuan and 1.52 billion yuan, respectively [3] Banking Sector - The banking sector experienced a strong rebound, with Agricultural Bank of China rising by 1.68%, marking its 13th consecutive day of gains and reaching a historical high [5] Computing Power Industry - The computing power industry is witnessing breakthroughs, with Alibaba Cloud's Aegaeon system significantly reducing model switching costs by 97% and improving request processing capabilities by 2-2.5 times [10] - Citic Securities expressed optimism about the rapid iteration of domestic large models and the seamless adaptation of domestic computing power chips, which are expected to drive the continuous development of domestic AI [10] Optical Module Market - According to Guosheng Securities, the optical module market is experiencing rapid growth driven by the explosion of AI computing power demand, with price changes reflecting technological iteration, cost control, and product structure optimization [11] - Leading companies in the optical module sector are expected to maintain strong profitability and competitive advantages due to the global data center construction and upgrade wave [11] Power Sector - The power sector saw a surge, with Shanghai Electric and Hengsheng Energy hitting the daily limit, while Yunnan Energy Investment and Hunan Development also saw gains [13] - According to CITIC Construction Investment, the global demand for electrical equipment is on the rise, driven by increased electricity demand from AI, leading to significant growth in supporting electrical equipment demand [14]

Market Overview - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index increasing by 1.36% to surpass 3900 points, the Shenzhen Component rising by 2.06%, and the ChiNext Index up by 3.02% [1] - The total market turnover reached 1.8927 trillion yuan, an increase of 141.4 billion yuan compared to the previous trading day, with over 4600 stocks rising [1] Sector Performance - The computing power sector reignited market enthusiasm, particularly the CPO (Co-Packaged Optics) segment, which showed significant activity [2] - Leading stock Yuanjie Technology hit the daily limit, achieving a historical high, while Industrial Fulian topped the net inflow list with 2.207 billion yuan, marking a 9.57% increase in stock price [2] - Other notable stocks included New Yisheng and Luxshare Precision, with net inflows of 1.792 billion yuan and 1.52 billion yuan respectively [2] Technological Advancements - Alibaba Cloud's Aegaeon system was recognized at the top international systems conference, showcasing its ability to reduce model switching costs by 97% and improve request processing capacity by 2-2.5 times [3] - The system supports multiple models on a single GPU, enhancing throughput by 1.5 to 9 times compared to existing solutions [3] Industry Outlook - CITIC Securities highlighted the rapid iteration of domestic large models and the seamless adaptation of domestic computing chips, which are expected to drive the continuous development of domestic AI [4] - Guosheng Securities reported that the optical module market is experiencing rapid growth driven by AI computing power demand, with leading companies expected to maintain strong profitability and competitive advantages [5] Power Sector Insights - The power sector saw significant gains, with stocks like Shanghai Electric and Hengsheng Energy hitting the daily limit [7] - According to CITIC Jin Invest, the global demand for electrical equipment is on the rise, driven by increased electricity consumption due to AI, leading to a surge in infrastructure investment [9]

证券之星消息，10月21日国有大型银行板块较上一交易日上涨0.91%，农业银行领涨。当日上证指数报 收于3916.33，上涨1.36%。深证成指报收于13077.32，上涨2.06%。国有大型银行板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日国有大型银行板块主力资金净流出3.23亿元，游资资金净流出3006.81万元，散 户资金净流入3.53亿元。国有大型银行板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601288 农业银行 | | 7472.82万 | 1.89% | -4624.37万 | -1.17% | -2848.45万 | -0.72% | | 601988 中国银行 | | -2831.78万 | -2.01% | -3020.46万 | -2.15 ...