机器人、减速器概念延续强势，中马传动涨停； 市场早盘震荡分化，三大指数涨跌不一。南财金融终端显示，截至早盘收盘，沪指涨0.20%，深成指跌0.28%，创业板指跌0.49%。 盘面上热点较为杂乱，个股涨多跌少，全市场超2700股上涨。 从板块来看，军工板块集体爆发，爱乐达等涨停，长城军工等创历史新高； AI智能体概念再度活跃，华盛昌等涨停； 下跌方面，大消费概念展开调整，大连友谊跌停。 沪深两市半日成交额9208亿元，较上个交易日缩量741亿。个股方面，东芯股份成交额超48亿元居首，中际旭创、胜宏科技、江淮汽车成交额靠前。 | 沪深A股 | 上证A股 深证A股 | 创业板 | 科创板 风险警示 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 代码 | 名称 | | | 最新价 | | | | | | 成交额 ▼ | | 1 688110 | 东芯股份 | R | +14.49% | 65.72 | +8.32 | -0.35% | 1.16 | 16.87% | 15.47% | 48.0 ...

Group 1 - The stock of East China Semiconductor (东芯股份) reached its daily limit, trading at 68.88 yuan with a transaction volume of 40.21 billion yuan and a turnover rate of 14.25% as of 10:43 AM on August 4 [1] - Among stocks on the Sci-Tech Innovation Board, 368 stocks were up, with 35 stocks rising over 5%. Notable gainers included East China Semiconductor and Kesi Technology, both up by 20.00%, while significant decliners included Kexing Pharmaceutical, down 11.40% [1] - The stock market showed a volatility of 15.47% during the trading session [1] Group 2 - In terms of capital flow, East China Semiconductor experienced a net outflow of 816 million yuan in the previous trading day, with a total net outflow of 1.155 billion yuan over the last five days [2] - As of August 1, the margin trading balance for East China Semiconductor was 1.166 billion yuan, with a financing balance of 1.163 billion yuan, reflecting an increase of 84.27 million yuan or 7.81% from the previous trading day [2] - The total margin trading balance increased by 312 million yuan over the last ten days, representing a growth of 36.59%, with financing balance growth of 36.48% and a significant increase in the short selling balance by 86.75% [2]

近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.08.01 | -11.37 | 22.39 | -81583.26 | | 2025.07.31 | 19.99 | 7.22 | 12976.31 | | 2025.07.30 | 17.33 | 17.67 | -47842.20 | | 2025.07.29 | 20.01 | 11.46 | 4197.50 | | 2025.07.28 | 2.62 | 11.59 | -3275.25 | | 2025.07.25 | 4.33 | 5.73 | 2477.73 | | 2025.07.24 | 0.90 | 3.40 | -4306.88 | | 2025.07.23 | -0.06 | 2.13 | -1583.37 | | 2025.07.22 | -0.03 | 3.19 | 272.23 | | 2025.07.21 | 3.02 | 2.57 | 254.46 | （文章来源：证券时报网） 东芯股份再度涨停，5个交易日内录得3 ...

Core Viewpoint - The article highlights the significant outflow of capital from the top 20 stocks as of August 4, with notable amounts withdrawn from various companies [1]. Group 1: Capital Outflow - The top stock with the highest capital outflow is Zhongji Xuchuang, with a withdrawal of 443 million [1] - Hikvision follows with an outflow of 353 million [1] - Other notable companies experiencing significant outflows include Shenghong Technology (-273 million), Tibet Tianlu (-259 million), and Tianfu Culture Tourism (-250 million) [1] Group 2: Additional Companies - WuXi AppTec saw an outflow of 241 million, while BYD experienced a withdrawal of 234 million [1] - Other companies with substantial capital outflows include Bubugao (-232 million), Jiejia Weichuang (-229 million), and Dongxin Co. (-225 million) [1] - Shanghai Film had an outflow of 211 million, and Anke Bio saw 202 million withdrawn [1]

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 focus of Dongxin Co., Ltd. is on the development of its self-researched GPU chip "7G100" and graphics card Lisuan eXtreme, which are aimed at various applications including personal computers, professional design, IPC, cloud gaming, cloud rendering, and digital twins [1] - Dongxin Co., Ltd. has invested 200 million yuan in Shanghai Lishuan, acquiring a 37.88% stake, and the 7G100 series GPU chip utilizes a self-developed TrueGPU architecture, with independent design from instruction set to computing core [1] - The company is also developing a WiFi7 chip that focuses on high bandwidth and low latency wireless transmission, currently in the research and development phase [1] Group 2 - To address cyclical fluctuations in the storage industry, Dongxin Co., Ltd. is focusing on an integrated approach of "storage, computing, and connectivity" by establishing a subsidiary, Yixin Tonggan, and investing in Shanghai Lishuan to enhance overall R&D capabilities and core competitiveness [1] - The company emphasizes independent research and development, particularly in small-capacity storage chips, and is advancing product process iterations while laying out an integrated strategy in "storage, computing, and connectivity" [1]

Group 1 - Penghua Fund recently conducted research on two listed companies, Aojie Technology and Dongxin Co., focusing on their advancements in technology and market strategies [1] - Aojie Technology has made significant progress in ASIC business, RedCap chips, and 4G/5G smartphone chips, with expectations of substantial revenue growth by 2026 [1] - The company is prioritizing its business segments and has plans to balance investment while controlling the growth of expenses and R&D costs to no more than 15% [1] Group 2 - Dongxin Co. introduced its self-developed GPU chip "7G100" and graphics card Lisuan eXtreme, targeting various applications including personal computers and cloud gaming [1] - The company has invested 200 million yuan in Shanghai Lishuan, holding a 37.88% stake, and is focusing on high bandwidth and low latency in its WiFi7 chip development [1] - Dongxin Co. is positioning itself in the integrated "storage, computing, and networking" field, enhancing its R&D capabilities and core competitiveness [1] Group 3 - As of now, Penghua Fund has an asset management scale of 944.023 billion yuan, ranking 10th among 210 funds, with 492.973 billion yuan in non-monetary public funds [2] - The fund manages 692 public funds and has 83 fund managers, ranking 8th and 11th respectively among 210 funds [2] - The best-performing fund in the past year is the Penghua Carbon Neutrality Theme Mixed A, with a net value of 1.53 and a growth of 111.22% [2]