智通财经9月22日讯，市场全天震荡拉升，三大指数均收涨。在芯片概念股的带领下，科创50指数盘中一度涨逾4%。沪深两市成交额2.12万亿，较上一个交 易日缩量2023亿。从板块来看，消费电子板块表现活跃，立讯精密一字涨停。芯片产业链延续强势，其中德明利两连板创历史新高，芯原股份触及20cm涨 停创新高，中芯国际、海光信息、江波龙等多只芯片概念股大涨创历史新高。受现货黄金新高的影响，尾盘黄金板块走强，晓程科技、中金黄金快速拉升， 湖南白银涨停。下跌方面，影视院线和旅游板块大跌，金逸影视跌停。截至收盘，沪指涨0.22%，深成指涨0.67%，创业板指涨0.55%。 板块方面 板块上，消费电子板块涨幅居前，立讯精密、国光电器、盈趣科技涨停，显盈科技、领益智造、蓝思科技、歌尔股份、工业富联等个股涨幅居前。 消息面上，据The Information报道，近日，OpenAI已与苹果公司的设备组装商立讯精密签署协议，共同打造一款消费级设备。据悉，该款设备目前仍处于原 型开发阶段，预计能与OpenAI的人工智能模型深度协作。另一方面，随着苹果的iPhone 17热销，"苹果已要求立讯精密和富士康将标准版iPhone 17的提高 ...

Group 1 - AI hardware stocks continue to rise, with leading companies such as Haiguang Information, SMIC, Industrial Fulian, and Zhongke Shuguang leading the gains [1] - The gold and silver sectors also performed well during this period [1] - The A-share index has reached a phase high, leading to increased market volatility and uncertainty among investors [3] Group 2 - The "Jing·Grain Cup - National Futures Simulation Championship" is being held to help investors learn about futures trading, with a focus on providing a "zero-cost trial and high-reward growth" opportunity [5][9] - Participants in the futures competition are provided with 1 million virtual funds for trading, allowing them to experience leverage without real financial risk [9][10] - The competition features weekly and monthly rewards, with cash prizes available for participants achieving positive returns [9][10] Group 3 - Recent months have seen significant increases in AI hardware stocks, initially driven by the Nvidia supply chain and extending to domestic chip manufacturers [6] - There is a growing interest in exploring undervalued stocks within the AI software sector and other emerging sectors, such as short dramas going overseas [6] - Participants have successfully utilized the "Fire Line Quick Review" feature of the Daily Economic News app to identify investment opportunities in AI hardware stocks [6][11] Group 4 - The "Fire Line Quick Review" provides participants with insights into market trends, investment logic, and company analysis, enhancing their trading strategies [8][11] - The competition encourages participants to engage with experienced traders and gain valuable insights into market hotspots and investment techniques [8][11] - The event aims to create a supportive environment for both novice and experienced investors to improve their trading skills and knowledge [10][11]

Group 1: Market Performance - The semiconductor sector is experiencing a resurgence, with notable stock price increases for companies such as Haiguang Information (over 10% rise), SMIC (over 6% rise), and others [1][2] - The recent market rally in semiconductors is driven by multiple positive news catalysts [2] Group 2: Key Developments - The most significant news is the upcoming IPO of Moore Threads on the Sci-Tech Innovation Board, scheduled for September 26, which focuses on AI and high-performance computing [3] - The IPO excitement is also spurring a wave of listings among GPU companies, with companies like Biran Technology and Muxi Co. planning significant fundraising efforts [3] - Major domestic tech firms are increasing their investments in chip development, with optimistic outlooks from SMIC and Huahong Semiconductor regarding future orders [4] Group 3: Investment Sentiment - Foreign investment banks are showing increased interest in Chinese tech companies, with Bank of America noting substantial breakthroughs in AI computing capabilities [5][6] - Standard Chartered's Chief Investment Officer highlighted that investors are more confident in the returns from capital expenditures by Chinese tech firms [7] Group 4: Demand Dynamics - The semiconductor industry is entering a strong growth phase driven by the AI revolution, with Morgan Stanley predicting a compound annual growth rate (CAGR) of over 40% for AI semiconductors from 2023 to 2027, reaching a market size of $290 billion [11] - Deloitte forecasts the global AI chip market will grow to $400 billion by 2027, driven by increasing computational demands [12] - Domestic demand for semiconductors is also rising, with China's integrated circuit sales exceeding 1 trillion yuan annually, yet self-sufficiency remains below 30% [15] Group 5: Profitability and Valuation - Semiconductor companies on the Sci-Tech Innovation Board are expected to see significant revenue and profit growth in 2024, with nearly 90% reporting positive revenue growth [18] - Notable financial performances include SMIC's revenue of 57.796 billion yuan (up 27.7%) and Haiguang Information's revenue of 9.162 billion yuan (up 52.4%) [18] - The valuation of semiconductor stocks is increasing due to strong profit growth and favorable market conditions, leading to a "Davis Double" effect [21] Group 6: Strategic Alignment - The semiconductor industry's growth aligns with China's national strategy for high-quality economic development and technological self-reliance [22] - The Sci-Tech Innovation Board is positioned to benefit from government policies aimed at supporting the semiconductor sector [22]

证券之星消息，9月22日半导体板块较上一交易日上涨4.27%，中科蓝讯领涨。当日上证指数报收于 3828.58，上涨0.22%。深证成指报收于13157.97，上涨0.67%。半导体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688332 | 中科蓝讯 | 139.82 | 20.00% | 10.84万 | | 14.48亿 | | 688521 | 芯原股份 | 203.00 | 17.34% | 41.29万 | | 80.82亿 | | 688123 | 聚辰股份 | 107.89 | 15.35% | 18.48万 | | 19.22 亿 | | 688381 | 帝奧微 | 30.20 | 11.60% | 23.35万 | | 6.79亿 | | 688041 | 海光信息 | 261.21 | 10.70% | 71.88万 | | 181.79亿 | | 001309 | 德明利 | 155.11 | 10.00% | 9.37万 | ...

Core Viewpoint - The semiconductor sector is experiencing significant growth, with various chip stocks rising over 10%, leading to a surge in related ETFs by more than 4% to 5% [1][2]. Group 1: Stock Performance - Chip stocks such as Zhongke Lanyun, Chip Origin, Jucheng, Haiguang Information, and Diaomicro have seen increases exceeding 10% [1]. - The Sci-Tech Innovation Chip Design ETF rose by 5.49%, while other related ETFs also reported gains ranging from 3.54% to 4.50% [2][3]. Group 2: Industry Developments - The semiconductor industry is witnessing an influx of domestic tech giants entering chip R&D, with Huawei announcing the timeline for its Ascend chip iteration [5]. - Companies like SMIC and Huahong Semiconductor are optimistic about future orders and market conditions [5]. - The upcoming IPO of Moore Threads, a leading domestic GPU company, is expected to enhance the domestic GPU landscape [5]. Group 3: Market Trends - According to Huatai Securities, global semiconductor equipment revenue is projected to grow by 14% year-on-year in 2025, reaching $148 billion [6]. - The Chinese semiconductor equipment market is experiencing a slight decline, with a 1% decrease in the first half of 2025, while the domestic equipment localization rate has increased by 6 percentage points to 21% [6][7]. - The overseas semiconductor equipment market is driven by AI demand, with a 40% year-on-year growth in the second quarter of 2025 [7][8]. Group 4: Future Outlook - The global semiconductor equipment revenue is expected to grow by 8% in 2026, with the Chinese market projected to remain stable [8]. - The focus on AI-related investments and the expansion of advanced logic in China are seen as structural opportunities for growth [8].

A50又搞事情！ 午后，A50突然一根直线拉起，涨幅一度快速扩大至0.7%，随后调整下跌，截至券商中国发稿，明显冲高回落。早上杀跌的恒生科技指数亦于午后显著反弹。A股科技 股继续强势表演，科创50午后涨幅扩大至4%以上。 在这个过程当中，有两个消息值得关注：一是央行公告称，9月22日以固定数量、利率招标、多重价位中标方式开展了3000亿元14天期逆回购操作；二是科技利好不 断，海光信息午后更是有传闻在坊间流传，中芯国际等股票亦给予指数较大的支撑。 有分析认为，此时启动14天期逆回购操作提前投放跨节资金，展现适度宽松的货币政策取向。有利于进一步缓解季末、长假前机构的预防性资金需求，保障跨季、跨 节资金面平稳。 在结构上，科技层面利好不断。海光信息与某大厂合作的传闻午后在各大投资群刷屏。扎克伯格表示，宁愿浪费数千亿美元，也不愿在AI领域落后。OpenAI算力告 急，计划五年内斥资1000亿美元租赁备用服务器。金融时报报道指，中国正在快速建设大型AI数据中心集群。据The Information报道称，OpenAI已与立讯达成协议， 共同生产未来的OpenAI设备。OAI正从 AAPL招募硬件/设计/供应链人才，目 ...

Market Overview - The A-share market experienced a day of fluctuations, with all three major indices closing higher. The ChiNext 50 Index surged over 4% at one point, led by chip concept stocks [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 2.12 trillion yuan, a decrease of 202.3 billion yuan compared to the previous trading day [1][7] Sector Performance - The precious metals, chip industry chain, and consumer electronics sectors saw significant gains, while the film and television, tourism, and liquor sectors faced notable declines [2] - Notable performers included Luxshare Precision, which hit the daily limit, and several chip stocks such as Demingli and Chip Origin, which reached historical highs [1][2] Index Performance - The Shanghai Composite Index rose by 0.22%, the Shenzhen Component Index increased by 0.67%, and the ChiNext Index gained 0.55% [3][4] Market Sentiment - The market showed a mixed sentiment with 2,175 stocks rising and 3,153 stocks falling. There were 73 stocks hitting the daily limit up and 12 stocks hitting the limit down [6]

Group 1 - Zhongke Shuguang has shown strong performance with a limit-up increase [1] - Haiguang Information has risen over 11%, approaching previous highs [1] - Cambrian has increased by 4% [1] - SMIC has seen a rise of over 3% [1]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up 0.07%, Shenzhen Component Index up 0.17%, and ChiNext Index down 0.09% as of midday [1] - The total trading volume in the three major markets reached 13,556 billion yuan, a decrease of 1,552 billion yuan compared to the previous day [1] - Over 3,400 stocks in the market experienced declines [1] Sector Performance - The computing power concept stocks surged, with notable gains in companies like Haiguang Information up over 11% and several others hitting the 10% limit up [1] - The semiconductor sector saw strong performance, with stocks like Lixun Precision and Industrial Fulian reaching new highs [1] News and Developments - Major domestic tech companies such as Alibaba and Baidu are entering the chip development space, while Huawei announced a timeline for its Ascend chip iteration [1] - Semiconductor companies like SMIC and Huahong Semiconductor expressed optimistic outlooks for future orders, with reports indicating an increase in orders for Chipone Technology [1] - The domestic GPU leader, Moore Threads, is set to have its IPO on the Sci-Tech Innovation Board this week [1] - OpenAI has reportedly engaged with Lixun Precision and GoerTek for the production of smart devices [1] ETF Performance - The Sci-Tech Chip ETF (博时 588990) saw a rapid increase, rising over 5% with a trading volume of nearly 150 million yuan and a turnover rate exceeding 20% [2] - The Sci-Tech AI ETF (588790) experienced fluctuations, with an intraday increase of over 4% and a trading volume exceeding 700 million yuan [2] - The Semiconductor Industry ETF (159582) also rose nearly 3.5%, with a trading volume close to 50 million yuan [2] Investment Insights - Institutions emphasize that computing power and AI are key themes, with a focus on the sentiment boost from Moore Threads' IPO process [3] - The domestic chip penetration rate has been steadily increasing under strong policy support, making ETFs like the Sci-Tech AI ETF a viable option for investors looking to cover the entire AI hardware to application chain [3] - The Semiconductor Industry ETF closely tracks the semiconductor industry index, covering essential segments such as materials and equipment [3]

Group 1 - The core viewpoint of the article highlights the significant rise of the Sci-Tech 50 ETF, which increased by 4.05% with a trading volume exceeding 4 billion yuan, driven by strong performances from stocks like Chip Origin Technology, Haiguang Information, and Jingchen Technology, all rising over 10% [1] - Huawei announced its future development roadmap for Ascend at the Huawei Connect 2025 event, planning to launch several new products including the 950PR, 950DT, 960, and 970 between Q1 2026 and Q4 2028, along with the development of large-scale supernodes like Atlas 950 SuperCluster and Atlas 960 SuperCluster [1] - CITIC Securities expressed optimism about Huawei's Ascend as a representative of domestic computing power, recommending attention to advanced processes and the HBM and other supporting industrial chains [1] Group 2 - The Sci-Tech 50 ETF tracks the Sci-Tech 50 Index, which has a significant allocation in the electronics sector at 68.77% and the pharmaceutical and biological sector at 9.85%, totaling 78.62%, aligning well with the development directions of domestic chips, artificial intelligence, and robotics [1] - The index also covers multiple sub-sectors including semiconductors, medical devices, software development, and photovoltaic equipment, indicating a high content of hard technology [1] - The current position of the Sci-Tech 50 Index is near its base point, and referencing the historical performance of the ChiNext board, the future growth potential is promising, suggesting that investors optimistic about China's hard technology should continue to pay attention [1]