今日涨跌幅居前的概念板块 资金面上看，今日国家大基金持股概念板块获主力资金净流入53.42亿元，其中，39股获主力资金净流入，15股主力资金净流入超亿元，净流入资 金居首的是中芯国际，今日主力资金净流入7.84亿元，净流入资金居前的还有拓荆科技、长川科技、华虹公司等，主力资金分别净流入5.65亿元、 4.61亿元、4.32亿元。 截至10月24日收盘，国家大基金持股概念上涨4.88%，位居概念板块涨幅第2，板块内，48股上涨，深南电路涨停，江波龙、华虹公司、佰维存储 等涨幅居前，分别上涨16.73%、15.02%、10.70%。 （原标题：53.42亿主力资金净流入，国家大基金持股概念涨4.88%） | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 存储芯片 | | 5.66 深圳国企改革 | -3.74 | | 国家大基金持股 | | 4.88 煤炭概念 | -1.91 | | 同花顺果指数 | | 4.60 租售同权 | -1.77 | | 共封装光学(CPO) | | 4.25 可燃冰 | -1.63 | | AI PC | | ...

| 688630 | 芯碁微装 | 7348.55 | 8.57 | 4.20 | 4.85 | | --- | --- | --- | --- | --- | --- | | 688627 | 精智达 | 6448.97 | 8.07 | 6.02 | 6.76 | | 688116 | 天奈科技 | 6184.99 | 9.99 | 4.97 | 3.19 | | 688099 | 晶晨股份 | 5997.26 | 7.63 | 3.04 | 1.91 | | 688110 | 东芯股份 | 5980.27 | 2.56 | 5.36 | 5.26 | | 688172 | 燕东微 | 5104.77 | 8.98 | 8.54 | 3.72 | | 688362 | 甬矽电子 | 5098.30 | 7.51 | 11.17 | 7.28 | | 688213 | 思特威 | 5020.19 | 6.83 | 2.30 | 2.09 | | 688318 | 财富趋势 | 5001.07 | 7.20 | 3.68 | 1.86 | | 688396 | 华润微 | 4862.65 | 7.32 | 3 ...

A股今日（10月24日）集体拉升，沪指盘中续创10年新高；创业板指、科创50指数大幅走高；港股亦 走强，恒生科技指数涨近2%。 具体来看，两市主要股指盘中强势上扬，创业板指涨超3%，科创50指数大涨超4%。截至收盘，沪指涨 0.71%报3950.31点，深证成指涨2.02%报13289.18点，创业板指涨3.57%报3171.57点，科创50指数涨 4.35%，沪深北三市合计成交19918亿元，较此前一日增加逾3300亿元。 场内超3000股飘红，半导体、芯片概念爆发，普冉股份、香农芯创20%涨停，江波龙涨超16%，均创历 史新高；寒武纪涨约9%重返1500元上方，股价再次超越贵州茅台；CPO概念等AI产业链股集体走高，科 翔股份、生益电子20%涨停，中际旭创续创新高；卫星导航概念崛起，中国卫星、广合科技、上海沪工等 涨停；煤炭板块大幅回落，安泰集团、云煤能源跌停，大有能源跌超6%。此外，今日登陆沪市主板的超 颖电子大涨近400%报84.99元/股，盘中最高攀升至99.77元/股，涨幅达484%，以盘中最高价计算，该股 单签盈利超4.1万元。 值得注意的是，今日A股市场共有10只个股的成交额超过了100亿元， ...

Group 1 - The Hang Seng Index rose by 0.74%, while the Hang Seng Tech Index increased by 1.82% [1] - Hua Hong Semiconductor surged over 13%, SMIC rose over 8%, and Horizon Robotics gained over 6% [1] Group 2 - Food and Beverage ETF (Code: 515170) experienced a decline of 1.52% over the past five days, with a PE ratio of 20.48 times and a net outflow of 446.3 thousand [3] - Gaming ETF (Code: 159869) saw a decrease of 1.29% in the last five days, with a PE ratio of 42.12 times and a net outflow of 1,451 thousand [3] - Sci-Tech Semiconductor ETF (Code: 588170) dropped by 2.80% in the past five days, with a net outflow of 1,921.9 thousand [3] - Cloud Computing 50 ETF (Code: 516630) increased by 2.11% over the last five days, with a PE ratio of 119.33 times and a net outflow of 217.2 thousand [4]

证券之星消息，10月24日半导体板块较上一交易日上涨5.23%，普冉股份领涨。当日上证指数报收于 3950.31，上涨0.71%。深证成指报收于13289.18，上涨2.02%。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) | | --- | --- | --- | --- | --- | --- | | 688766 | 普申股份 | 142.87 | 20.00% | 15.90万 | 21.49亿 | | 688416 | 恒辉股份 | 63.08 | 18.08% | 13.83万 | 8.31亿 | | 688233 | 神工股份 | 51.30 | 17.34% | 16.55万 | 8.09亿 | | 301308 | 江波龙 | 222.00 | 16.73% | 29.16万 | 61.01亿 | | 688347 | 华虹公司 | 127.50 | 15.02% | 51.78万 | 63.29亿 | | 688593 | 新相微 | 22.21 | 13.55% | 25.57万 | 5.45亿 | | 688449 | 联芸 ...

Group 1 - The Hang Seng Index rose by 0.59%, while the Hang Seng Tech Index increased by 1.22% [1] - Semiconductor stocks experienced significant gains, with Hua Hong Semiconductor rising over 11% and both SMIC and Shanghai Fudan increasing by more than 5% [1] - Apple-related stocks also saw an uptick, with Weishi Jiajie and Hong Teng Precision both rising over 5% [1]

Group 1 - The semiconductor sector in Hong Kong continues to show strong performance, with Hua Hong Semiconductor's stock price increasing by over 12% [1] - Telecommunications and network infrastructure concepts are also experiencing significant gains, with Huiju Technology's stock price rising by over 12% [1]

⑤寒武纪、台积电和ASML的三季报数据显示半导体行业仍处于上行周期，AI成为行业成长的重要动 力。 相关产品，及截至发稿涨跌幅： 全市场规模最大的芯片行业ETF：芯片ETF(159995)，最新规模高达286亿元，近20日净流入28.86亿元， 覆盖芯片设计、制造、封测、设备全产业链，如中芯国际、寒武纪、长电科技、北方华创等行业龙头 股。 聚焦半导体国产替代设备+材料：科创半导体ETF(588170)，近20日合计净流入31.3亿元，成份股涵盖中 微公司（刻蚀设备）、拓荆科技（薄膜沉积设备）、华海清科（CMP设备）、沪硅产业（300mm硅 片）、天岳先进（碳化硅衬底）。 MACD金叉信号形成，这些股涨势不错！ 格隆汇10月24日｜今日A股市场半导体股全线走强，其中，普冉股份20CM涨停，神工股份涨超11%， 华虹公司涨超10%，汇顶科技10CM涨停，带动科创半导体ETF、芯片ETF分别涨3.82%和3.7%。 ①"十五五"规划将科技自立自强水平大幅提高，提出"引领发展新质生产力"，并且明确要求"抢占科技 发展制高点"。 ②科技部部长阴和俊在今日新闻会上表示，加快人工智能等数智技术创新，强化算力、算法、数据等高 ...

Core Viewpoint - The A-share semiconductor sector has experienced a significant rally, with multiple stocks reaching their daily limit up or showing substantial gains [1] Group 1: Stock Performance - Purun Co., Ltd. hit the daily limit up of 20% [1] - Shenkong Co., Ltd. increased by over 11% [1] - Huahong Technology rose by over 10% [1] - Huiding Technology reached a daily limit up of 10% [1] - Mingwei Electronics gained 9% [1] - Lianyun Technology, Jucheng Co., Ltd., and Xinxiangwei increased by over 8% [1] - Baiwei Storage and Galaxy Microelectronics rose by over 7% [1] - Beijing Junzheng and Huahai Chengke increased by over 6% [1] - Jinghe Integration, Weicet Technology, Hengsuo Co., Ltd., Jingyi Equipment, and Lanke Technology rose by over 5% [1]

Core Viewpoint - The global chip supercycle is emerging, with significant inflows into the A-share technology innovation chip sector, particularly the Science and Technology Innovation Board's chip ETF, which saw a rise of over 2% on October 24, 2023, with cumulative net inflows exceeding 50 million yuan [1][3]. Market Performance - The Science and Technology Innovation Chip 50 ETF (588750) saw nearly all component stocks surge, with notable increases in storage chip concepts, including Bawei Storage up over 5%, Huahong Semiconductor up over 7%, and others like Lanke Technology and Chipone Technology also showing gains of over 5% [3][4]. - As of 9:47 AM, major memory suppliers like Samsung and SK Hynix are expected to raise DRAM and NAND flash prices by up to 30% in Q4 2023 due to surging AI-driven storage chip demand [5]. Supply and Demand Dynamics - The storage chip sector is anticipated to experience both volume and price increases due to a combination of supply shortages and growing AI demand, with the semiconductor sector's overall health being bolstered by these trends [6]. - The ongoing trade tensions and supply chain disruptions are exacerbating the shortage of storage chips, leading to a tightening supply situation and further price increases across various applications, including servers, mobile devices, and PCs [7]. Index Characteristics - The Science and Technology Innovation Chip Index focuses on high-end upstream and midstream segments of the chip industry, with a core segment representation of 95%, which is higher than other indices [9][10]. - The index is designed to reflect the performance of the chip industry, with a strong emphasis on companies listed on the Science and Technology Innovation Board, which has seen over 90% of chip companies choose this platform for listing in the past three years [8][12]. Growth Potential - The Science and Technology Innovation Chip Index is projected to have a net profit growth rate of 71% in the first half of 2025 and an annual growth rate of 100%, significantly outpacing similar indices [12]. - The index has demonstrated strong upward elasticity, with a maximum increase of 186.5% since September 2023, indicating robust performance relative to peers [13][14].