Group 1 - The main focus of the article is on the top 20 stocks that have seen significant inflows of capital as of August 4, with notable amounts listed for each company [1] - The leading stock with the highest inflow is Construction Industry, attracting 513 million yuan, followed closely by Great Wall Military Industry with 509 million yuan [1] - Other notable stocks include Shanhe Intelligent with 440 million yuan and Aerospace Electronics with 425 million yuan, indicating strong investor interest in these sectors [1] Group 2 - The total inflow amounts for the top 20 stocks range from 201 million yuan to 513 million yuan, showcasing a diverse range of investment opportunities [1] - Companies such as China Bank and Zhejiang University Network New both received inflows of 201 million yuan, highlighting their attractiveness to investors [1] - The data reflects a trend of capital moving into specific sectors, which may indicate investor confidence in those industries [1]

【主力资金监控：中际旭创净卖出超4亿】智通财经8月4日电，智通财经星矿数据显示，今日早盘主力 资金净流入国防军工、银行、机械设备等板块，净流出医药、计算机、通信等板块，其中医药板块净流 出超35亿元。个股方面，长城军工涨停，主力资金净买入5.09亿元位居首位，海光信息、山河智能、航 天电子获主力资金净流入居前；中际旭创遭净卖出超4亿元，海康威视、胜宏科技、天府文旅主力资金 净流出额居前。 转自：智通财经 ...

截至8月4日开盘一小时，主力资金流入前20的股票分别为：长城军工（4.88亿元）、海光信息（4.57亿 元）、山河智能（4.31亿元）、航天电子（4.00亿元）、利君股份（3.28亿元）、赤峰黄金（2.53亿 元）、顺钠股份（2.37亿元）、工商银行（2.14亿元）、浙大网新（2.09亿元）、长城电工（2.04亿 元）、爱乐达（2.03亿元）、中金黄金（1.95亿元）、中国银行（1.94亿元）、神州泰岳（1.89亿元）、 光线传媒（1.70亿元）、万里马（1.65亿元）、江海股份（1.60亿元）、长盛轴承（1.55亿元）、民生银 行（1.52亿元）、圣邦股份（1.46亿元）。 作者：金股通 本文源自：金融界 ...

Group 1: ETF Performance - The Sci-Tech Chip ETF has a turnover rate of 2.28% and a transaction volume of 715 million yuan [3] - Over the past month, the Sci-Tech Chip ETF has seen a scale increase of 3.075 billion yuan, ranking first among comparable funds [3] - The ETF's net asset value has increased by 57.65% over the past year, placing it first among comparable funds [3] Group 2: Semiconductor Market Insights - In May 2025, global semiconductor sales reached 58.98 billion USD, a year-on-year increase of 27.0% [4] - China's semiconductor sales in May 2025 were 17.08 billion USD, reflecting a year-on-year growth of 20.5% [4] - The recovery of H20's sales to China is expected to alleviate supply pressures in the computing chip sector, benefiting the entire AI industry chain [4] Group 3: Key Stocks in the Sci-Tech Chip Index - The top ten weighted stocks in the Sci-Tech Chip Index account for 57.59% of the index, with notable companies including Cambricon, SMIC, and Haiguang Information [4] - Among these, SMIC has a weight of 10.22% and a price increase of 2.24% [6] - Haiguang Information shows a price increase of 4.05% with a weight of 10.15% [6]

Core Viewpoint - The total margin balance of the STAR Market reached 173.65 billion yuan on August 1, showing a slight increase compared to the previous trading day [1] Group 1: Margin Balance - The financing balance amounted to 173.03 billion yuan, increasing by 416 million yuan from the previous trading day [1] - The margin trading balance was 617 million yuan, which decreased by 17 million yuan [1] Group 2: Stock Performance - On August 1, 264 stocks in the STAR Market experienced net financing inflows, with 10 stocks having net inflows exceeding 50 million yuan [1] - Ruikeda topped the list with a net financing inflow of 243 million yuan, followed by Dongxin Co., Nine Company, Shanghai Yizhong, Haiguang Information, Zhongwei Company, and Suochen Technology with net inflows of 84.27 million yuan, 82.98 million yuan, 78.64 million yuan, 74.71 million yuan, 66.72 million yuan, and 61.01 million yuan respectively [1]

人民财讯8月4日电，半导体板块震荡走强，东芯股份涨超10%，华虹公司涨超8%创历史新高，赛微电 子、银河微电、海光信息等涨幅居前。 ...

A股芯片股走强，东芯股份涨超10%，华虹公司涨超9%股价再创新高，赛微电子、海光信息、银河微电 等跟涨。 ...

暗盘资金正涌入这些股票，点击速看>>> 半导体板块震荡上扬，东芯股份涨超10%，芯导科技涨超8%，华虹公司涨超5%创历史新高，银河微 电、海光信息跟涨。 ...

Group 1 - The core point of the article highlights the performance of the Sci-Tech Chip ETF (588290), which opened with a decline of 0.71% at 1.548 yuan on August 4 [1] - The major holdings of the Sci-Tech Chip ETF include companies such as SMIC, Haiguang Information, and Cambrian, with varying performance; for instance, SMIC fell by 0.39%, while Chipone rose by 0.55% [1] - The fund's performance benchmark is the Shanghai Stock Exchange Sci-Tech Board Chip Index, managed by Huaan Fund Management Co., with a return of 55.77% since its inception on September 30, 2022, and a return of 3.75% over the past month [1]

Core Viewpoint - The integrated circuit ETF (159546) opened with a slight decline of 0.15%, indicating a cautious market sentiment towards the semiconductor sector [1] Group 1: ETF Performance - The integrated circuit ETF (159546) opened at 1.345 yuan, reflecting a minor decrease [1] - The performance benchmark for the ETF is the CSI All-Share Integrated Circuit Index return rate [1] - Since its establishment on October 11, 2023, the ETF has achieved a return of 34.87%, with a monthly return of 1.92% [1] Group 2: Major Holdings - Key stocks within the integrated circuit ETF include: - SMIC (中芯国际) down 0.39% - Haiguang Information (海光信息) down 0.54% - Cambrian (寒武纪) down 0.22% - OmniVision (豪威集团) down 0.69% - Lattice Semiconductor (澜起科技) down 0.23% - GigaDevice (兆易创新) down 0.86% - JCET (长电科技) down 0.55% - Unisoc (紫光国微) down 0.67% - Chipone (芯原股份) up 0.55% - Rockchip (瑞芯微) down 0.31% [1]