8月20日，A股午后全线走高，沪指涨逾1%，续创10年新高；科创50指数暴涨超3%；港股亦止跌回升， 恒生指数尾盘翻红。 半导体板块强势拉升 半导体板块盘中强势拉升，截至收盘，盛科通信20%涨停，续创新高；艾为电子、芯原股份涨超15%； 寒武纪涨超8%，盘中一度涨近10%续创历史新高。 | 代码 | 名称 | � | 涨幅% | 现价 | 涨跌 | 采价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 688702 盛科通信-U K 20.00 | | | | 111.00 | 18.50 | 111.00 | | 99541 | | 688798 艾为电子 | | | K 15.85 | 94.30 | 12.90 | 94.30 | 94.40 | 136147 | | 688521 芯原股份 | | K | 15.52 | 147.04 | 19.76 | 147.04 | 147.05 | 309414 | | 688709 成都华微 | | K | 12.62 | 40.33 | 4.52 | 40.33 | ...

芯片股，再度爆发！ 今日午后，盛科通信、芯原股份、上海新阳、寒武纪等芯片股集体拉升，激活了市场人气。随后，A股主要指数探底回升， 沪指涨幅超1%，科创50指数更是大涨超3%。 | 代码 | 名称 | . | 涨幅% | 现价 | 涨跌 | 买价 | 卖价 | | --- | --- | --- | --- | --- | --- | --- | --- | | 688702 | 盛科通信-U | K | 20.00 | 111.00 | 18.50 | 111.00 | | | 873726 | 卓兆点胶 | R | 19.67 | 51.83 | 8.52 | 51.83 | 51.85 | | 688798 义为电子 | | K | 15.85 | 94.30 | 12.90 | 94.30 | 94.40 | | 688521 芯原股份 | | K | 15.52 | 147.04 | 19.76 | 147.04 | 147.05 | | 831526 凯华材料 | | R | 13.90 | 36.96 | 4.51 | 36.89 | 36.96 | | 688709 成都华微 | | K | 1 ...

传闻中所提到的AI算力芯片，承担着处理海量数据、运行复杂算法的重任，其性能直接决定了AI系统 的运算速度与效率。随着AI应用的爆发式增长，从智能语音助手到复杂的图像识别、自然语言处理， 对AI算力芯片的需求呈指数级上升，也让相关产业链公司备受关注。 在AI技术领域，字节跳动成果颇丰。其基于自研云雀大模型开发的豆包平台，已成为综合性AI智能助 手，涵盖多种模型版本，可满足不同场景需求。今年6月发布的豆包1.6系列模型支持多模态理解与图形 界面操作，能处理真实世界问题，在复杂推理等测试中表现突出。 至于字节跳动与其他厂商联手设计AI芯片，此前也有不少消息传出。 智通财经记者 | 宋佳楠 8月20日，芯原股份盘中表现亮眼，一度触及涨停，引发市场广泛关注。截至收盘，该公司报收147.04 元，涨15.52% ，总市值达773亿元。 这一股价异动，主要源于一则市场传闻：字节跳动正与芯原股份联手设计一款先进的AI算力芯片。对 此，字节跳动相关负责人向智通财经明确否认了该消息，称字节跳动与芯原股份并无AI芯片相关合 作。 芯原股份成立于2001年，主要依托自主半导体IP，为客户提供平台化、一站式芯片定制服务和半导体IP 授 ...

| 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | 卖出金额(万) | 占息成交比例 | 净额(万)0 | | 1 | 沪股通专用 | 479次 46.97% | 2 | 26704.40 | 6.29% | | | 26704.40 | | 2 | 国泰海通证券股份有限公司上海松江区中山东路证券营业部 | 126 49 21% | | 10068 62 | 2.37% | | osex mone | 10068.62 | | 3 | 国泰海通证券股份有限公司上海长宁区江苏路证券营业部 | 200次 46.00% | | 7910.53 | 1.86% | | | 7910.53 | | য | 国泰海通证券股份有限公司成都顺城大街证券营业部 | 67 66.67% | | 7872.39 | 1.85% | | | 7872.39 | | 5 | 广发证券股份有限公司总部 | 37 100,00% | 11 ...

| 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | | | 机构专用 | 1599次 45.28% | 2 | | | | 2 | eastmoney.com 沪股通专用 | 479次 46.97% | | | | | 3 | 国泰海通证券股份有限公司上海松江区中山东路证券营业部 | 126次 49.21% | | | | | 4 | 华宝证券股份有限公司上海东大名路证券营业部 | 26次 38.46% | | | | | 5 | 广发证券股份有限公司郑州农业路证券营业部 | 50次 52.00% | ▲ | | | | | (买入前5名与卖出前5名)总合计: | | | 58286.41 | 13.72% | 格隆汇8月20日｜芯原股份(688521.SH)今日涨15.52%，换手率6.18%，成交额42.27亿元。龙虎榜数据显示，沪股通买入2.67亿元，卖出1.35亿元，净买入1.32 亿元；一家机构位列卖一席位，卖出1.39亿元。(格隆汇) | 买入金额最大的前5名 | | | | | | | --- ...

Market Overview - A-shares experienced a significant rally on August 20, with the Shanghai Composite Index rising over 1% to reach a 10-year high of 3766.21 points, while the ChiNext Index increased by 0.23% to 2607.65 points [2] - The total trading volume across the Shanghai, Shenzhen, and Beijing exchanges was 24.489 trillion yuan, a decrease of over 190 billion yuan compared to the previous day [2] Sector Performance Alcohol Sector - The alcohol sector saw a strong performance, with stocks like JiuGuiJiu and Kuaijishan hitting the daily limit, and SheDeJiuYe rising over 8% [5][7] - The sector is expected to enter a recovery phase due to improved supply-demand dynamics and supportive government policies aimed at boosting consumption [7] Semiconductor Sector - The semiconductor sector experienced a robust rally, with stocks like ShengKeTongXin and AiWeiDian rising by 20% and over 15% respectively [9][10] - Analysts remain optimistic about the semiconductor industry's growth, driven by AI and domestic substitution trends, with expectations of a strong performance in Q3 [10] Consumer Electronics Sector - The consumer electronics sector was active, with stocks like ZhuoZhaoDianJiao rising nearly 20% and AiWeiDian increasing over 15% [12][13] - The smartphone market is projected to recover due to the return of Huawei and the maturation of new concepts like foldable and AI smartphones, while wearable devices are also expected to see significant growth [14]

Market Overview - A-shares experienced a strong rally on August 20, with the Shanghai Composite Index rising over 1% to reach a 10-year high of 3766.21 points, while the ChiNext Index increased by 0.23% to 2607.65 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 24.489 billion yuan, a decrease of over 1.9 billion yuan from the previous day [1] Sector Performance Alcohol Sector - The alcohol sector saw significant gains, with stocks like JiuGuiJiu and Kuaijishan hitting the daily limit, and SheDeJiuYe rising over 8% [4][6] - The sector is expected to enter a recovery phase due to improved supply-demand dynamics driven by government policies aimed at boosting domestic consumption [6] Semiconductor Sector - The semiconductor sector experienced a strong surge, with stocks like ShengKeTongXin and XinYuanGuoJi reaching their daily limit, and HanWuJi rising nearly 10% [8][10] - Analysts remain optimistic about the semiconductor industry's growth, driven by AI and domestic substitution trends [10] Consumer Electronics Sector - The consumer electronics sector was active, with stocks like ZhuoZhaoDianJiao rising nearly 20% and AiWeiDianZi increasing over 15% [12][14] - The smartphone market is expected to recover due to the return of Huawei and the maturation of new technologies like foldable and AI smartphones [14]

以申万一级行业分类，科创板百元股较为集中的行业有电子、医药生物、计算机等，分别有26只、11 只、8只股票上榜。 资金流向方面，科创板百元股今日主力资金合计净流入25.90亿元，净流入资金居前的有海光信息、寒 武纪、芯原股份等，净流入资金分别为{6}；净流出资金居前的有绿的谐波、石头科技、影石创新等， 净流出资金分别为12612.37万元、7642.84万元、6479.75万元。 以最新收盘价计算，科创板平均股价为37.06元，其中股价超100元的有56只，股价最高的是寒武纪。 证券时报·数据宝统计显示，科创板股今日上涨的有359只，下跌的有218只，以收盘价为基准测算，科 创板平均股价为37.06元，其中，收盘价超过100元的有56只，股价在50元至100元之间的有153只，股价 在30元至50元的有158只。 科创板股中，收盘价最高的是寒武纪，今日报收1013.00元，上涨8.46%，其次是茂莱光学、百利天恒 等，最新收盘价分别为413.71元、311.82元。 科创板百元股中，今日平均上涨2.12%，具体来看，今日上涨的有42只，涨幅居前的有盛科通信、芯原 股份、乐鑫科技等。下跌的有14只，跌幅居前的有 ...

Group 1 - The smart speaker concept index rose by 2.55%, ranking 6th among concept sectors, with 47 stocks increasing in value, including Kosen Technology, HiVi Technology, and Anjie Technology hitting the daily limit [1] - Leading stocks in the smart speaker sector included Chipone Technology, Juchip Technology, and Rockchip, which rose by 15.52%, 7.23%, and 7.09% respectively [1] - The sector experienced a net outflow of 716 million yuan from major funds, with 36 stocks seeing net inflows, and 10 stocks receiving over 100 million yuan in net inflows [2] Group 2 - The top net inflow stock was Luxshare Precision, with a net inflow of 303 million yuan, followed by Rockchip, Xinwei Communication, and Chipone Technology with net inflows of 298 million yuan, 218 million yuan, and 180 million yuan respectively [2] - In terms of net inflow ratios, Kosen Technology, HiVi Technology, and Anjie Technology led with rates of 56.75%, 40.41%, and 32.71% respectively [3] - The trading volume and turnover rates for leading stocks in the smart speaker sector were significant, with Luxshare Precision at 1.83% turnover and Rockchip at 4.46% [3][4]

证券之星消息，8月20日半导体板块较上一交易日上涨3.77%，盛科通信领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 688702 | 盛科通信 | 111.00 | 20.00% | 9.95万 | | 269.6 | | 688798 | 艾为电子 | 94.30 | 15.85% | 13.61万 | | 12.06亿 | | 688521 | 芯原股份 | 147.04 | 15.52% | 30.94万 | | 42.47 Z | | 688709 | 成都华微 | 40.33 | 12.62% | 20.76万 | | 7.986.7 | | 688484 | 南心科技 | 51.76 | 12.62% | 21.32万 | | 10.53亿 | | 688584 | 上海合晶 | 28.35 | 12.46% | 31.00万 | | ...