证券之星消息，9月25日计算机设备板块较上一交易日上涨2.52%，纳思达领涨。当日上证指数报收于 3853.3，下跌0.01%。深证成指报收于13445.9，上涨0.67%。计算机设备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) | | | --- | --- | --- | --- | --- | --- | --- | | 002180 | 纳恩达 | 25.26 | 10.02% | 59.88万 | | 14.54亿 | | 000977 | 浪潮信息 | 76.05 | 9.99% | 140.38万 | | 103.53亿 | | 300270 | 中威电子 | 11.57 | 7.13% | 86.45万 | | 9.93亿 | | 688307 | 中润光学 | 40.78 | 6.78% | 13.96万 | | 5.79亿 | | 610509 | 中科曙光 | 125.50 | 6.76% | 97.60万 | | 120.10亿 | | 000997 | 新大陆 | 28.70 | 4.90% | 43.99万 | | 12.76 ...

每经AI快讯，9月25日，浪潮信息涨停，成交额103.53亿元，换手率9.55%，盘后龙虎榜数据显示，深股 通专用席位买入5.56亿元并卖出3.75亿元，1家机构专用席位净买入1.34亿元，有1家机构专用席位净卖 出349.52万元。 ...

| 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | | 深股通专用 | 787次 47.14% 2 | 55571.96 | 5.37% | | 2 | Bastmoney.col 机构专用 | 1737 42.37% | 12745.50 | 1.23% | | 3 | 华龙证券股份有限公司杭州玉古路证券营业部 | 4次 25.00% | 2131.75 | 0.21% | | 4 | 中国银河证券股份有限公司沈阳文化路证券营业部 | 2次 50.00% | 36.91 | 0.00% | | 5 | 中信证券股份有限公司上海徐汇区漕溪北路证券营业部 | 21次 61.90% | 7645.38 | 0.74% | | | (买入前5名与卖出前5名)总合计: | | 143223.59 | 13.83% | | 序号 | 交易营业部名称 | | 头入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | 1 | 深股通专用 | 787次 47.14% 2 | 55571. ...

Market Review - The Shanghai Composite Index experienced narrow fluctuations, while the ChiNext Index rose over 2%, reaching a new three-year high, with CATL's stock hitting an all-time high [1] - AI hardware and applications saw collective strength, with companies like Cambridge Technology and Inspur Information hitting their daily limit [1] - The controlled nuclear fusion concept surged, with Shanghai Electric and Hezhong Intelligent hitting their daily limit [1] - The chip industry chain remained active, with Zhangjiang Hi-Tech, Tongfu Microelectronics, and Kaimete Gas achieving historical highs [1] - The shipping sector faced collective adjustments, with Nanjing Port and Ningbo Shipping dropping over 5% [1] - Over 3,800 stocks in the Shanghai and Shenzhen markets declined, with a total transaction volume of 2.39 trillion [1] Daily Highlights Nuclear Fusion - The nuclear fusion concept saw significant gains, with stocks like Hezhong Intelligent, Haheng Huaton, and Wujin Stainless Steel hitting their daily limit [4] - China Fusion Energy Co., established with a registered capital of 15 billion yuan, made its public debut at the 25th China International Industry Fair, showcasing its technology and business layout [4] - The company aims for commercial fusion energy by 2050, with plans to build a fusion experimental device named "China Circulation No. 4 (HL-4)" in Shanghai [4] Computing Power - The computing power sector was active, with Zhongdian Xindong achieving three daily limits in four days, and stocks like Ningbo Construction and Guangdian Electric hitting their daily limit [7] - Alibaba's CEO announced increased capital expenditure at the 2025 Cloud Summit, with a focus on large-scale clusters and distributed training capabilities [7] - The GPU cloud rental market is expected to grow significantly, reaching $12.8 billion by 2033 due to the demand for AI training and inference [9] Nonferrous Metals - The nonferrous metals sector saw a surge, with stocks like Jingyi Co. and Nairui Mining hitting their daily limit [10] - A fatal landslide at Freeport McMoRan's Grasberg mine in Indonesia led to a significant rise in global copper prices, with LME copper prices increasing by 3.2% [10] - Goldman Sachs classified the incident as a "black swan," predicting a potential loss of 500,000 tons of copper supply over the next 12-15 months [10] Additional Insights - The nuclear fusion sector is expected to see increased orders as research and development progress, with a focus on core components like magnets and power supplies [6] - The high-temperature superconductors are projected to capture 25% of the global superconducting market by 2030, driven by demand from the nuclear fusion industry [6] - The domestic copper market is anticipated to maintain an upward trend due to supply constraints and increasing demand from energy transition and emerging industries [12]

Market Overview - The market experienced a rebound, with the ChiNext Index rising over 2% and reaching a new three-year high [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.37 trillion, an increase of 443 billion compared to the previous trading day [1] - At the close, the Shanghai Composite Index fell by 0.01%, while the Shenzhen Component Index rose by 0.67%, and the ChiNext Index increased by 1.58% [1] Sector Performance - The speed of sector rotation accelerated, with multiple stocks hitting new highs during the session [1] - The AI sector continued to perform strongly, with stocks such as Inspur Information, Cambridge Technology, and Huagong Technology reaching their historical highs [1] - The energy storage sector also saw significant gains, with Sunshine Power and CATL achieving new historical highs [1] - The semiconductor industry chain was notably active, with Zhangjiang Hi-Tech, Tongfu Microelectronics, and Kaimetech all hitting new historical highs [1] Declining Sectors - The port and shipping sector experienced a collective decline, with Nanjing Port dropping over 9% at one point [1] - Sectors such as gaming, AI applications, and controllable nuclear fusion saw the largest gains, while the port and shipping, precious metals, and oil and gas sectors faced the largest declines [1]

Market Overview - The A-share market experienced a volatile upward trend, with the ChiNext Index rebounding and rising over 2%, reaching a new three-year high [1] - The total trading volume of the Shanghai and Shenzhen markets was 2.37 trillion yuan, an increase of 44.3 billion yuan compared to the previous trading day [1][7] - The market showed rapid rotation of hot sectors, with several stocks hitting new highs during the session [1] Sector Performance - The AI sector continued to perform strongly, with stocks like Inspur Information, Cambridge Technology, and Huagong Technology hitting the daily limit and reaching historical highs [1] - The energy storage sector also saw significant gains, with Sunshine Power and CATL achieving new historical highs [1] - The chip industry chain was notably active, with Zhangjiang Hi-Tech, Tongfu Microelectronics, and Kaimete Gas all experiencing substantial increases and reaching historical highs [1] - Conversely, the port and shipping sector collectively declined, with Nanjing Port dropping over 9% at one point [1][2] Index Performance - As of the market close, the Shanghai Composite Index fell by 0.01%, while the Shenzhen Component Index rose by 0.67%, and the ChiNext Index increased by 1.58% [3][4]

Group 1 - The core point of the article highlights the significant stock price movements of various companies, with Inspur Information experiencing a surge and Ningbo Construction previously hitting the daily limit up [1] - Other companies such as Data Port, Runze Technology, Unisplendour, and Zhongke Shuguang also showed notable increases in their stock prices [1]

Group 1 - The A-share market saw a collective rise in the three major indices on September 25, with notable gains in sectors such as computing hardware, gaming short dramas, controllable nuclear fusion, and non-ferrous metals [1] - The cloud computing 50 ETF (516630) experienced a surge of over 4%, with major holdings like Inspur Information and Yonyou Network hitting the daily limit, and Inspur Information reaching a historical high with a total market value exceeding 110 billion [1] - Alibaba announced a collaboration with NVIDIA for Physical AI at the 2025 Cloud Summit, with plans to invest 380 billion in AI infrastructure and the launch of seven large model products, including Qwen3-Max, which is the largest and most capable model to date [1] Group 2 - According to CMB International, the Cloud Summit further confirms the increasing demand in China's AI and cloud industry, showcasing trends of continuous improvement in model capabilities, optimization of infrastructure, and a flourishing application ecosystem [1] - The cloud computing 50 ETF (516630) tracks the cloud computing index (930851), which has a high AI computing power content, covering popular concepts such as optical modules, computing leasing, data centers, AI servers, and liquid cooling [1] - The cloud computing 50 ETF (516630) is noted for having the lowest total fee rate among ETFs tracking this index [1]

Market Overview - The A-share market opened lower on September 25, with the Shanghai Composite Index slightly up by 0.16% and the ChiNext Index rising by 2.22%, reaching a three-year high [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 1.54 trillion yuan, an increase of 134.8 billion yuan compared to the previous trading day [1] Key Stocks - Contemporary Amperex Technology Co., Limited (CATL) saw a rise of approximately 5%, surpassing Kweichow Moutai in total market capitalization. A brokerage report indicated that CATL's battery production capacity could reach 1000 GWh by 2026, a 43% increase from 2025, exceeding market expectations [1] - Morgan Stanley raised its profit forecast for CATL by about 10% for 2025-2026 due to higher-than-expected demand for energy storage batteries, leading to supply tightness and price increases [1] Sector Performance - AI hardware and applications sectors experienced significant gains, with Inspur Information hitting a historical high and Huqin Technology reaching its limit up [1] - The controllable nuclear fusion concept stocks also saw a surge, with Hezhong Intelligent Technology achieving two consecutive limit-ups in four days [1] - The non-ferrous metals sector was active, with stocks like Northern Copper and Luoyang Molybdenum hitting their limit-ups [1] - Conversely, the port shipping sector faced collective declines, with Nanjing Port dropping over 8%, and the real estate sector also saw a downturn, with Dalong Real Estate hitting its limit down [1][3] Institutional Insights - China Galaxy Securities noted that the upcoming overseas promotional season could boost panel procurement, which is a leading indicator of TV demand. The global TV panel shipment volume reached 22.3 million units in August 2025, a year-on-year increase of 7.6% [4] - CITIC Securities expressed optimism regarding the long video industry, anticipating substantial benefits from new regulations aimed at enriching TV content, which could enhance the performance of long video platforms and quality content production companies [4] - Huatai Securities highlighted that electronic cloth is a key material in the PCB-CCL industry chain, with AI trends driving upgrades in high-end PCBs and related materials. They predict a supply shortage for various special electronic cloth products until 2026 [5] Global Steel Production - The World Steel Association reported that global crude steel production in August reached 145.3 million tons, a year-on-year increase of 0.3%. Notably, production in the Middle East rose by 21.5% [6] Corporate Developments - Changjiang Storage's parent company, Changcun Group, completed its share reform, indicating a comprehensive upgrade in corporate governance structure [7] - JD.com's CEO Xu Ran announced plans for continued investment in artificial intelligence over the next three years, aiming to create a trillion-yuan AI ecosystem [8]

Group 1 - JD Group's CEO Xu Ran announced that the company will continue to invest in AI technology, with founder Liu Qiangdong personally leading the JD Exploration Research Institute and recruiting top scientists globally [1] - JD will open its scenarios and supply chain data to support the training and application testing of embodied intelligent enterprise models [1] - Alibaba announced a partnership with NVIDIA for Physical AI, covering various aspects including data synthesis, model training, and environment simulation reinforcement learning [1] Group 2 - Domestic companies like Huawei and Inspur are launching supernode solutions based on domestic chips, indicating a full-stack product system from single servers to million-card clusters [2] - Major global cloud providers are increasing capital expenditure on AI infrastructure, suggesting strong growth in AI computing power deployment in the coming years [2] - The computer industry is experiencing a "soft and hard" development trend, with AI hardware benefiting from intelligent computing center construction and supply chain localization [2] Group 3 - Cloud computing is expected to benefit from the acceleration of AI applications and the commercialization of AI agents, leading to a symbiotic growth pattern between AI models and cloud computing [3] - The cloud computing ETF has seen significant growth, with an increase of 974.38 million yuan in the past month and 1.4 million shares added in the last three months [3] - The cloud computing ETF closely tracks the CSI Cloud Computing and Big Data Theme Index, selecting 50 companies involved in providing cloud computing services and related hardware [3]