每经AI快讯，9月22日，科创50涨幅扩大至2%，芯原股份逼近20%涨停。 ...

Group 1 - AI concept stocks are experiencing a strong surge, becoming the core driving force for the Sci-Tech Innovation Board, with the Huaxia AI ETF (589010) rising by 3.81% [1] - The leading stock in the ETF, Xinyuan Co., has surged by 17.56%, with the ETF holding an 8.65% position in it; other stocks like Lexin Technology and Jingchen Co. have also seen significant gains of over 8% [1] - The trading volume has exceeded 73 million yuan, indicating a vibrant market and a new funding "hotspot" [1] Group 2 - The 2025 Cloud Habitat Conference will open on September 24, featuring three main forums and three exhibition halls exploring cutting-edge AI directions [2] - The AI exhibition hall will showcase large models and intelligent development tools, while the computing hall will focus on full-stack capabilities from chips to platforms [2] - The Huaxia AI ETF (589010) closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2]

Group 1 - The A-share market experienced fluctuations on September 22, with sectors such as consumer electronics, semiconductors, and communication services showing notable gains [1] - The ChiNext 50 ETF (588000) opened lower but rallied strongly, rising by 1.68% by 10:17, with several holdings in the portfolio performing well [1] - Key stocks like Chipone Technology surged over 14%, while other companies such as Bawell Storage and Amlogic also saw increases exceeding 7% [1] Group 2 - In Q3, the electronic sector is expected to maintain growth trends driven by normal demand, with strong demand for AI-related components such as chips, PCBs, power supplies, storage, and servers [2] - The storage sector is experiencing enhanced demand, particularly from enterprise clients, while the ToB industrial sector is showing signs of recovery, likely boosting related analog, power, and mature process segments [2] - The ChiNext 50 ETF (588000) tracks the ChiNext 50 Index, with 68.77% of its holdings in the electronics sector, aligning well with the development of domestic chips, AI, and robotics [2]

Group 1 - The core viewpoint is that the domestic AI chip market is expected to grow significantly, driven by advancements from companies like Huawei and Alibaba, as well as the impact of U.S. export restrictions on chip technology [1][2] - The Southern Science and Technology Chip ETF (588890) has seen a recent increase of 3.15%, with a trading volume of 1.09 billion yuan, reflecting strong market interest [1] - The Southern Science and Technology Chip ETF has experienced a net inflow of 8.09 billion yuan over the past 21 trading days, indicating robust investor confidence [1] Group 2 - The report highlights that the domestic computing power chip market is poised to reach a scale of hundreds of billions, with a resurgence in consumer electronics and semiconductors [2] - Recent announcements from Huawei regarding upcoming AI chips, including the Ascend 950 series, signal a strong competitive position in the global market [1][2] - The top ten weighted stocks in the Shanghai Stock Exchange Science and Technology Chip Index include major players like Cambricon, Semiconductor Manufacturing International Corporation, and others, reflecting a diverse representation of the semiconductor industry [2]

沪深两市股指震荡翻红，盘中AI方向今日集体活跃走强，其中AI芯片、AI手机、等细分领域活跃 居前，截至发稿，科创AIETF富国（589380）盘中涨幅达4.03%，信创ETF富国（159538）盘中涨幅达 3.23%。其中科创AIETF富国和信创ETF富国共有成分股芯原股份涨超16%，澜起科技涨超4%。 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 科创AIETF富国（589380）跟踪的是上证科创板人工智能指数，实行 20CM 涨跌幅限制，指数覆盖 AI 产业链的上游算力芯片、中游大模型云计算、下游机器人等各类创新应用，主要集中在半导体、计 算机等高成长性领域，尤其数字芯片设计权重占比过半。场外投资者可以通过其联接（A类024763；C 类024764）关注机会。 每日经济新闻 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 ...

从机构评级来看，近一个月该股获12家机构买入评级。9月21日申万宏源证券发布的研报给予公司买入评级。9月19日信达证券发布的研报给予公 司买入评级。9月13日国投证券发布的研报给予公司买入-A评级，预计公司目标价为214.10元。（数据宝）注：本文系新闻报道，不构成投资建 议，股市有风险，投资需谨慎。 （原标题：芯原股份涨停 9只科创板股涨超10%） 9月22日盘中科创板股芯原股份涨停，截至11:07，股价报207.60元，成交61.40亿元，换手率6.34%，振幅17.68%。 科创板个股中，截至发稿上涨的共有331只，涨幅在10%以上的共有9只，涨幅较高的有宏力达、芯原股份、中科蓝讯等，分别上涨20.00%、 20.00%、15.86%，下跌的有251只，跌幅较大的有臻镭科技、新相微、石头科技，分别下跌10.42%、7.36%、6.96%。 资金面上，芯原股份上一交易日主力资金净流出2.03亿元，近5日净流出16.22亿元。 融资融券数据显示，该股最新（9月19日）两融余额为22.18亿元，其中，融资余额为21.91亿元，较上一个交易日增加646.55万元，增幅为0.30%； 融券余额为2710.41万元 ...

每经AI快讯，9月22日，芯片股持续走强，端侧方向领涨，芯原股份逼近20%涨停，创出历史新高，此 前超讯通信涨停，润欣科技、中科蓝讯、燕麦科技涨超10%，灿芯股份、晶晨股份、恒玄科技等跟涨。 （文章来源：每日经济新闻） ...

Core Points - The Shanghai Composite Index is at 3823.64 points, slightly below the five-day moving average, with a change of 0.09% [1] - The total trading volume of A-shares today is 10107.91 billion yuan, with 407 A-shares breaking through the five-day moving average [1] Group 1: Stocks with Significant Deviation from Five-Day Moving Average - Honglida (688330) has a deviation rate of 13.50% with a price increase of 20.00% and a trading turnover rate of 9.17% [2] - Hongfuhan (301086) shows a deviation rate of 13.41%, also with a price increase of 20.01% and a turnover rate of 10.24% [2] - Chip Origin (688521) has a deviation rate of 11.63%, with a price increase of 16.53% and a turnover rate of 4.40% [2] Group 2: Other Notable Stocks - Zhixin Electronics (837212) has a deviation rate of 11.33% with a price increase of 17.29% and a turnover rate of 18.38% [2] - Runxin Technology (300493) shows a deviation rate of 9.93%, with a price increase of 14.29% and a turnover rate of 14.85% [2] - Zhongke Lanyun (688332) has a deviation rate of 9.82%, with a price increase of 13.46% and a turnover rate of 12.99% [2]

| 影石创新 | 22.67 1235亿 93.9亿 | | --- | --- | | 688775 科创 融 | | | 联影医疗 688271 科创 融 | 5.78 1198亿 1198亿 | | 传音控股 688036 科创 ( | 5.51 1093亿 1093亿 | | 芯原股份 | 30.06 1083亿 1032亿 | | 688521 科创 | | 此外，存储芯片中，德明利、香农芯创、江波龙3股携手再创历史新高。（第一财经记者 魏中原） | | 科创板 | | --- | --- | | 名称 | 市净率, 总市值↓ 流通市值。 | | 中芯国际 | 6.51 9841亿 2460亿 | | 688981 科创 融 | | | 寒武纪-U 688256 科创 融 | 84.56 5769亿 5769亿 | | 海光信息 | 27.18 5738亿 5738亿 | | 688041 科创 融 | | | 百济神州-U 688235 科创 融 | 17.71 4755亿 355亿 | | 中微公司 688012 科创 融 | 7.57 1580亿 1580亿 | | 百利天恒 | 51.89 ...

ASIC厂商芯原股份总市值首破千亿，成为科创板第13家千亿市值企业。 9月22日，A股芯片产业链高开高走，AI端侧落地与存储芯片涨价持续发酵推动资金做多情绪，多股创 历史新高或年内新高。 ASIC厂商芯原股份涨幅逼近20%，总市值首破千亿，成为科创板第13家千亿市值企业。记者统计发 现，上述13家企业中，有7家来自半导体行业。分别是：中芯国际、寒武纪、海光信息、中微公司、华 虹公司、芯原股份。此外，存储芯片中，德明利、香农芯创、江波龙3股携手再创历史新高。 ...