证券之星消息，1月21日半导体板块较上一交易日上涨3.75%，龙芯中科领涨。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 688047 | 龙心中科 | 177.72 | 20.00% | 13.06万 | | 22.43亿 | | 688691 | 灿芯股份 | 159.00 | 15.78% | 10.50万 | | 15.83亿 | | 688141 | 不华特 | 52.99 | 13.83% | 28.88万 | | 14.84亿 | | 688041 | 海光信息 | 288.11 | 13.34% | 62.37万 | | 177.46亿 | | 688008 | 澜起科技 | 160.02 | 11.90% | 90.35万 | | 140.54亿 | | 688536 | 思瑞浦 | 196.63 | 11.01% | 9.29万 | ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 隔夜海外市场腥风血雨，今日A股稳中向好，三大指数震荡上涨。 一起看看发生了什么事情。 1月21日，A股全天冲高回落，三大指数小幅上涨。截至收盘， 沪指涨0.08%，深成指涨 0.7%，创业板指涨0.54%。 全市场共 3096只个股上涨，88只个股涨停，2197只个股下跌。 | 880005 涨跌家数 | | | | --- | --- | --- | | 글 中 | 涨停 | 88 | | 涨幅 | > 7% | 194 | | 涨幅 | 5-7% | 153 | | 涨幅 | 3-5% | 373 | | 涨幅 | 0-3% | 2376 | | 跌幅 | 0-3% | 1967 | | 跌幅 | 3-5% | 158 | | 跌幅 | 5-7% | 42 | | 跌幅 | > 7% | 30 | | 其中 跌停 | | 11 | | | | 3096 | | | | 2197 | | 上張秀 新浪同期間 京成交量 | | 180 | | | | 5473 | | | | 26237.47亿 | | | | 147 ...

今日（1月21日）科创板大涨，创业板亦有亮眼表现，覆盖科创板+创业板高成长龙头的硬科技宽基——双创龙头ETF（588330）场内价格盘中涨超3.1%， 现涨2.51%。 | 序号 | 名称 | 涨跌幅 | 两日图 | 申万一级行业 | 由万 级行业 | 由万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 成本中科 | 20.00% | | | 未言体 | 数字芯片设计 | 713亿 | 21.53亿 | | 2 | 漏起科技 | 13.96% | | | 半导体 | 数字芯片设计 | 1868亿 | 118.41亿 | | 3 | 海光信息 | 13.63% | | | 未言体 | 数字芯片设计 | 6714亿 | 153.75亿 | | 4 | 三环集团 | 6.32% | | | 元件 | 被动力性 | 1022亿 | 11.95亿 | | 5 | 芯原股份 | 5.71% | | | 半导体 | 数字芯片设计 | 1035亿 | 41.21亿 | | 6 | 去邦股份 | 5.64% | | | ...

Group 1: Market Activity - The storage chip sector is active, with Longxin Zhongke hitting a 20% limit up at the opening, and Haiguang Information rising by 13%, driving the integrated circuit ETF up over 5% and more than 18% year-to-date [1] - The integrated circuit ETF tracks the CSI All-Share Integrated Circuit Index, serving as a convenient tool for investing in leading companies across the entire chip industry chain [2] Group 2: Supply and Demand Dynamics - Samsung Electronics and SK Hynix are reportedly continuing to cut NAND flash production, which may exacerbate supply shortages, with Samsung's NAND wafer production expected to drop from 4.9 million last year to 4.68 million this year [3] - Micron Technology has indicated that the shortage of memory chips is worsening, driven by surging demand for high-end semiconductors required for artificial intelligence infrastructure [3] - The global 8-inch wafer supply is entering a period of imbalance, with a projected 2.4% reduction in total global 8-inch foundry capacity by 2026 due to strategic production cuts by major players [3] Group 3: Financial Performance and Projections - TSMC's earnings exceeded expectations, leading to an increase in its 2026 capital expenditure forecast to between $52 billion and $56 billion, up from $40.9 billion in 2025 [4] - TSMC anticipates a year-over-year revenue growth of 35.7% to 40% for the current quarter, with net profit reaching approximately $16 billion, driven by strong demand for AI high-performance chips [4] - Gartner projects that global AI spending will reach $2.53 trillion by 2026 and climb to $3.33 trillion by 2027, indicating a significant increase in demand for computing power and related components [4] Group 4: Industry Growth Drivers - Zhejiang Securities believes that the urgent demand for memory bandwidth and capacity driven by AI training and inference is propelling the storage industry into a new growth cycle, with both volume and price increasing [5] - The widespread application of AI, particularly in data-intensive fields such as deep learning and natural language processing, is leading to a noticeable increase in storage demand [5] - The integration of generative AI in end-user devices is expected to drive significant upgrades in storage capacity within the smartphone industry [5]

今日（1月21日）科创板大涨，创业板亦有亮眼表现，覆盖科创板+创业板高成长龙头的硬科技宽基 ——双创龙头ETF（588330）场内价格盘中涨超3.1%，现涨2.51%。 | 序号 | 名称 | 涨跌幅 ▼ | | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 龙芯中科 | 20.00% | | | 电子 | 半导体 | 数字芯片设计 | 713亿 | 21.53亿 | | 2 | 澜起科技 | 13.96% | | | 电子 | 半导体 | 数字芯片设计 | 1868亿 | 118.41亿 | | 3 | 海光信息 | 13.63% | | | 电子 | 未合体 | 数字芯片设计 | 6714Z | 153.75亿 | | 4 | 三环集团 | 6.32% | | | 电子 | 元件 | 被动元件 | 1022亿 | 11.95亿 | | 5 | 老鼠服务 | 5.71% | 1 | | 电子 | 非合体 | 数字芯片设计 | 10 ...

有色金属、新能源、油气开采等板块也上涨。截至上午收盘，上证指数上涨0.16%，深证成指上涨 0.76%，创业板指上涨0.85%。 科技股反弹 今天上午，科技股反弹，半导体产业链、算力产业链、消费电子等板块上涨。新易盛、通富微电、 澜起科技、中芯国际、中科曙光等龙头股上涨，且成交额居前。 | V | 半导体 | | | | --- | --- | --- | --- | | | 14245.55 1.70% | | | | 成分股 基金 | 简况(F10) | 资金 | 板块分 | | 名称代码 | 最新 | 涨幅 ◆ | 流通市值 | | 龙芯中科 | 177.72 | 20.00% | 713亿 | | 融 688047 | | | | | 首板涨停 最终涨停 09:38 | | | | | 束龄股份 | 26.27 | 12.70% | 67.91Z | | 融 920139 | | | | | 海光信息 | 285.74 | 12.40% | 6642 Z | | 融 688041 | | | | | 杰华特 | 52.12 | 11.97% | 235亿 | | 融 688141 | | | | | ...

Group 1: Market Overview - The A-share market experienced an overall upward trend on January 21, with major indices rising to varying degrees, particularly the electronic sector which saw a surge in limit-up stocks [1][2][5] - The ChiNext Index rose over 1.5%, while the Sci-Tech 50 Index increased by more than 4% during the trading session [2] Group 2: Electronic Sector Performance - The electronic sector led the market with a gain of over 2.8%, with multiple stocks hitting the daily limit-up [5] - Notable stocks included Longxin Technology and Zhongrong Electric, both achieving a limit-up of 20%, while several others like Kexiang Co. and Jiehuate saw increases exceeding 10% [5][6] Group 3: Stock Performance Data - Key stock performance data includes: - Longxin Technology (688047) at 177.72, up 20.00% with a trading volume of 2.075 billion - Zhongrong Electric (301031) at 143.40, up 20.00% with a trading volume of 687 million - Other significant gainers included Haiguang Information (688041) up 12.40% and Dagan Co. (002077) up 10.03% [6] Group 4: Lithium Sector Activity - The lithium mining sector also saw significant gains, with the sector rising over 2% and stocks like Dazhong Mining and Weicheng Mining hitting the daily limit-up [7] - The surge was attributed to a notable increase in domestic lithium carbonate futures, with the main contract rising over 6% [7] Group 5: New Stock Listing - A new stock, Aisheren, debuted on the A-share market with an impressive rise of over 200% during its trading session [9] - Aisheren focuses on the medical health sector, specializing in the development, production, and sales of disposable medical supplies for rehabilitation and medical protection [11] Group 6: Hong Kong Market Highlights - In the Hong Kong market, Skyworth Group saw a significant increase, with its stock price rising over 40% during the trading session [12] - The company announced plans for a distribution and listing of its solar subsidiary, Skyworth Solar, contingent on meeting certain conditions [14][15]

Market Overview - The A-share market opened lower but rebounded strongly, with technology stocks leading the gains. The Sci-Tech Innovation 50 index surged over 4%, surpassing 1500 points, marking a two-and-a-half-month high. The ChiNext index also climbed back above 3300 points, while major indices like the Shanghai Composite, Shenzhen Component, and Northbound 50 experienced significant upward movements. However, overall market trading volume showed a declining trend [2]. Chip Sector - The chip sector continues to thrive, with various sub-sectors such as automotive chips, advanced packaging, storage chips, and MCU chips reaching historical highs. Notably, Longxin Zhongke (688047) hit a 20% limit up within just six minutes of opening, while Jianghua Micro also achieved a limit up for the third consecutive day [3]. - Storage chip prices have been on the rise since September 2025, with DDR5 memory prices increasing over 300%, and the price of a single 256GB DDR5 server memory module exceeding 40,000 yuan. This year, the price of storage chips is accelerating upward [5]. - Morgan Stanley predicts a potential 50% price increase for traditional DDR4 memory in Q1, while Citigroup forecasts an 88% year-on-year increase in average DRAM prices by 2026. NAND Flash prices are also expected to rise significantly, with predictions of a 20%-30% increase for NOR Flash and over 50% for MLC and SLC NAND [6]. Precious Metals - The precious metals sector saw a significant rise, with the index climbing over 5% to reach a historical high. Notable stocks include Hunan Silver, which has surged 97.11% this year, and other companies like Zhaojin Mining and Sichuan Gold also showing strong gains [7]. - The Hong Kong gold sector experienced similar gains, with Lingbao Gold rising over 10% and trading volume nearly doubling compared to the previous day. U.S. gold stocks also saw substantial increases, with Iamgold soaring over 15%, marking a 14-year high [9]. - The price of gold has reached a historical high of $4,846 per ounce, driven by rising geopolitical tensions and market risk aversion. UBS anticipates that gold prices will continue to rise in the first half of the year, potentially reaching $5,000 per ounce if concerns about the independence of the Federal Reserve persist [9].

海光信息（688041）大涨超12%，股价创历史新高，上午成交额为138.51亿元，居A股第一。 北京时间今日上午，伦敦现货黄金价格再创历史新高，最高触及4849.816美元/盎司，开年以来上涨12%。国内市场方面，上期所黄金期货主力合约早盘上 涨3.49%，盘中触及1093.48元/克，再创历史新高。与此同时，多家黄金珠宝品牌公布的境内足金饰品价格普遍较前一日大幅上调，较高者已突破1500元/ 克关口。 芯片板块掀涨停潮 今日早盘，A股市场震荡走强，有色金属与泛科技主线领涨，带动主要股指集体飘红。截至午间休市，上证指数报4120.10点，涨0.16%；深证成指涨 0.76%，创业板指涨0.85%，科创综指涨1.91%。沪深两市半日成交1.63万亿元，较上个交易日同期缩量2169亿元。 A股主要股指早盘表现 芯片板块早盘显著升温，存储芯片方向领涨。申万半导体指数半日上涨2.65%，龙芯中科盘初直线拉升，开盘不到7分钟封住20%幅度涨停；大港股份、华 天科技、通富微电等同样涨停。 | 什么意 | 名称 | | 器幅% T | | --- | --- | --- | --- | | 688047 | 龙芯中科 | ...

一、【早盘盘面回顾】 智通财经1月21日讯，市场早盘震荡拉升，创业板指低开高走一度涨超1%。沪深两市半日成交额1.63万 亿，较上个交易日缩量2169亿。盘面上热点快速轮动，全市场超2900只个股上涨。从板块来看，贵金属 概念持续爆发，湖南白银2连板。芯片产业链全线爆发，华天科技、龙芯中科、至正股份等十余股涨 停。锂矿概念震荡反弹，盛新锂能、大中矿业均涨停。下跌方面，大消费板块集体走弱，白酒、旅游酒 店方向领跌。煤炭板块下挫，大有能源跌近8%。截至收盘，沪指涨0.16%，深成指涨0.76%，创业板指 涨0.85%。 个股来看，今日早盘涨停数量为57家（不包括ST及未开板新股），封板率为73%，连板股数量为11家， 锋龙股份16连板，汉缆股份、广电电气4连板，铁流股份3连板，京基智农、盈方微、湖南白银、红墙股 份、浙文互联、白银有色、江化微2连板。 板块上，半导体板块全线爆发，龙芯中科、大港股份、至正股份、通富微电等涨停，海光信息、澜起科 技、灿芯股份、华峰测控等个股涨幅居前。 | 中信建投研报称，受AI需求爆发、供给侧收缩等多重因素影响，存储芯片正处于价格上升期，推动全 | 球存储产业链企业迎来业绩爆发。存储 ...