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龙虎榜复盘 | 知名游资2亿大买服务器概念股,机构集体扫货特斯拉机器人间接供应商
Xuan Gu Bao· 2025-09-25 11:30
Group 1: Stock Market Activity - 28 stocks were listed on the institutional trading leaderboard, with 12 stocks seeing net buying and 16 stocks experiencing net selling [1] - The top three stocks with the highest net buying by institutions were: Lixing Co., Ltd. (1.45 billion), Inspur Information (1.3 billion), and Heng'erda (1.06 billion) [1] Group 2: Key Stocks Overview - Lixing Co., Ltd. (300421.SZ) saw a price increase of 7.05% with 4 buyers and 1 seller [2] - Inspur Information (000977.SZ) experienced a price increase of 9.99, with 1 buyer and 1 seller [2] - Heng'erda had 4 institutions net buying 1.06 billion, and the company is actively promoting the localization of high-precision thread grinding machines and the industrialization of ball screws and planetary roller screws [3] Group 3: Industry Developments - Alibaba Cloud is expanding its global infrastructure, adding data centers in Brazil, France, and the Netherlands, supported by nine departments for establishing international data centers and cloud computing centers in various regions [3] - Inspur Information has maintained the top position in China's liquid cooling server market for three consecutive years, with over 700 core patents in liquid cooling technology [3] - China Fusion Company is set to build a fusion experimental device in Shanghai to verify its high-temperature superconducting magnets [5] - Shanghai Electric is actively involved in the nuclear fusion industry, focusing on the mainstream research direction of magnetic confinement with Tokamak technology [5]
又是“小登”表演的一天
Datayes· 2025-09-25 11:19
Core Viewpoint - The article discusses the current state of the Chinese stock market, highlighting the rise of high-tech stocks and the ongoing debate about investment strategies, particularly the shift away from traditional sectors like liquor towards technology and innovation [2][3]. Market Performance - Several companies, including Inspur Information, Cambridge Technology, and CATL, reached historical highs [1]. - The A-share market experienced fluctuations, with the Shanghai Composite Index down 0.01%, while the Shenzhen Component and ChiNext Index rose by 0.67% and 1.58%, respectively [10]. - The total trading volume across the three markets was 23,920.16 billion yuan, an increase of 445.38 billion yuan from the previous day [10]. Sector Analysis - The technology sector, particularly AI hardware and domestic chips, is gaining traction, driven by Alibaba's significant investment in AI infrastructure [11]. - The copper supply is tightening due to the suspension of operations at the Grasberg mine, leading to a bullish outlook for copper prices, with Morgan Stanley predicting prices to rise to $11,000 per ton in Q4 [10]. - The bond market is shifting away from a long-term bull market, with the 10-year government bond yield reaching 1.92%, indicating a potential end to the low-interest-rate era [5][9]. Investment Trends - Liu Jipeng emphasized the need for investors to focus on high-tech sectors rather than traditional sectors like liquor, acknowledging the higher risks associated with technology investments [2]. - The article notes a "hit-and-run" market behavior, where hot stocks quickly rotate, and many companies are experiencing declines despite index gains [3]. Fund Flow Dynamics - The net outflow of main funds was 14.99 billion yuan, with the electronics sector seeing the largest outflow [20]. - The top sectors for net inflow included computer, power equipment, and non-ferrous metals [20]. Notable Company Developments - The domestic tungsten market is facing a supply crunch, with APT social inventory dropping below 200 tons [16]. - Micron Technology's CEO indicated an increasing imbalance in global memory chip supply, particularly for HBM, which is expected to drive growth in the storage sector [17].
中国AI 50概念涨2.36%,主力资金净流入这些股
Zheng Quan Shi Bao Wang· 2025-09-25 10:34
截至9月25日收盘,中国AI 50概念上涨2.36%,位居概念板块涨幅第1,板块内,38股上涨,浪潮信息涨 停,英维克、中恒电气、华勤技术等涨幅居前,分别上涨7.94%、7.42%、6.80%。跌幅居前的有盛科通 信、数据港、北方华创等,分别下跌2.91%、2.78%、1.53%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅(%) | 概念 | 今日涨跌幅(%) | | --- | --- | --- | --- | | 中国AI 50 | 2.36 | 中韩自贸区 | -1.87 | | 可控核聚变 | 1.39 | 兵装重组概念 | -1.79 | | 快手概念 | 1.36 | 天津自贸区 | -1.75 | | 铜缆高速连接 | 1.26 | 航运概念 | -1.52 | | 金属铜 | 1.17 | 垃圾分类 | -1.43 | | 手机游戏 | 1.15 | 生物质能发电 | -1.43 | | ERP概念 | 1.14 | 高压氧舱 | -1.37 | | 短剧游戏 | 1.11 | PET铜箔 | -1.35 | | AI语料 | 1.09 | 特色小镇 | -1.34 | | 超导概 ...
9月25日沪深两市强势个股与概念板块
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-25 10:31
Group 1: Strong Stocks - As of September 25, the Shanghai Composite Index fell by 0.01% to 3853.3 points, while the Shenzhen Component Index rose by 0.67% to 13445.9 points, and the ChiNext Index increased by 1.58% to 3235.76 points [1] - A total of 52 stocks in the A-share market hit the daily limit up, with the top three strong stocks being: Bluefeng Biochemical (002513), Zhongdian Xindong (002298), and Shangwei New Materials (688585) [1] - The detailed data for the top 10 strong stocks includes metrics such as consecutive limit up days, turnover rates, trading volumes, and net buying amounts from the Dragon and Tiger list [1] Group 2: Strong Concept Sectors - The top three concept sectors with the highest gains are: China AI 50, Controlled Nuclear Fusion, and Kuaishou Concept, with respective increases of 2.36%, 1.39%, and 1.36% [2] - The detailed data for the top 10 concept sectors includes metrics such as percentage change, proportion of constituent stocks, and the ratios of rising and falling constituent stocks [2]
7.59亿资金抢筹上海电气,机构狂买浪潮信息(名单)丨龙虎榜



2 1 Shi Ji Jing Ji Bao Dao· 2025-09-25 10:31
9月25日,上证指数下跌0.01%,深证成指上涨0.67%,创业板指上涨1.58%。盘后龙虎榜数据显示,共 有46只个股因当日异动登上龙虎榜,资金净流入最多的是上海电气(601727.SH),达7.59亿元。 据21投资通智能监测,26只个股龙虎榜出现了机构的身影,北向资金参与龙虎榜中的个股共涉及17只。 7.59亿资金抢筹上海电气,1.32亿资金出逃中电鑫龙 46只上榜的龙虎榜个股中,21只个股被净买入,25只个股被净卖出。其中,资金净买入最多的是上海电 气,达7.59亿元,占总成交金额的6.32%。上海电气当日收盘上涨10.03%,换手率为10.01%。 而龙虎榜中资金净流出最多的是中电鑫龙(002298.SZ),被净卖出为1.32亿元,占总成交金额的 4.06%。中电鑫龙收盘上涨9.97%,换手率为37.02%。 | 力星股份 | 7.05% | 4 | 2 | 11302 | 6.41% | 38.69% | | --- | --- | --- | --- | --- | --- | --- | | 恒而达 | 15.83% | 4 | 0 | 10641 | 12.15% | 18.67% | | ...
龙虎榜丨机构今日抛售这19股,买入科思科技1.41亿元




Di Yi Cai Jing· 2025-09-25 10:20
Core Insights - On September 25, a total of 33 stocks were involved with institutional investors, with 14 showing net buying and 19 showing net selling [1] Group 1: Institutional Buying - The top three stocks with the highest net buying by institutions were Kesi Technology (科思科技) with a net purchase of 141 million yuan, Inspur Information (浪潮信息) with 130 million yuan, and Lixing Co. (力星股份) with 113 million yuan [1][2] - Kesi Technology experienced a price decline of 1.97%, while Inspur Information and Lixing Co. saw price increases of 9.99% and 7.05%, respectively [2] Group 2: Institutional Selling - The top three stocks with the highest net selling by institutions were Huagong Technology (华工科技) with a net outflow of 155 million yuan, Zhongheng Electric (中恒电气) with 144 million yuan, and United Power (联合动力) with 80 million yuan [1][4] - Huagong Technology had a price increase of 10.00%, while Zhongheng Electric and United Power saw price increases of 7.42% and 147.60%, respectively [4]
计算机行业资金流入榜:浪潮信息、用友网络等净流入资金居前
Zheng Quan Shi Bao Wang· 2025-09-25 10:11
Market Overview - The Shanghai Composite Index fell by 0.01% on September 25, with seven industries experiencing gains, led by Media and Communication, which rose by 2.23% and 1.99% respectively. The Computer industry also saw an increase of 1.55% [1] - The total net outflow of capital from the two markets was 28.778 billion yuan, with five industries recording net inflows. The Electric Equipment industry had the highest net inflow of 3.916 billion yuan, followed by the Computer industry with a net inflow of 2.545 billion yuan [1] Computer Industry Performance - The Computer industry experienced a rise of 1.55%, with a total net inflow of 2.545 billion yuan. Out of 335 stocks in this sector, 183 stocks increased in value, and four stocks hit the daily limit [2] - The top three stocks with the highest net inflow in the Computer industry were Inspur Information (19.48 billion yuan), Yonyou Network (1.011 billion yuan), and Nasda (382 million yuan) [2] Capital Inflow and Outflow - The top stocks in terms of capital inflow included: - Inspur Information: +9.99%, turnover rate 9.55%, net inflow 1.948 billion yuan - Yonyou Network: +6.61%, turnover rate 7.83%, net inflow 1.011 billion yuan - Nasda: +10.02%, turnover rate 4.39%, net inflow 382 million yuan [2] - The top stocks with the highest capital outflow included: - Yinzhijie: -2.34%, turnover rate 6.44%, net outflow 320 million yuan - Guiding Compass: -1.26%, turnover rate 5.57%, net outflow 305 million yuan - Donghua Software: -3.24%, turnover rate 8.88%, net outflow 217 million yuan [3]
9月25日主力资金流向日报
Zheng Quan Shi Bao Wang· 2025-09-25 10:05
(原标题:9月25日主力资金流向日报) 9月25日,沪指下跌0.01%,深成指上涨0.67%,创业板指上涨1.58%,沪深300指数上涨0.60%。可交易A股中,上涨的有1474只,占比27.18%,下 跌的3877只。 分行业来看,申万所属的一级行业中,今日上涨的有7个,涨幅居前的行业为传媒、通信,涨幅为2.23%、1.99%。跌幅居前的行业为纺织服饰、 综合,跌幅为1.45%、1.30%。 行业资金流向方面,今日有5个行业主力资金净流入,电力设备行业主力资金净流入规模居首,该行业今日上涨1.60%,全天净流入资金39.16亿 元,其次是计算机行业,日涨幅为1.55%,净流入资金为25.45亿元。 资金面上,今日主力资金全天净流出287.78亿元。其中,创业板主力资金净流出79.47亿元;科创板主力资金净流出63.61亿元;沪深300成份股主 力资金净流入24.50亿元。 主力资金净流出的行业有26个,电子行业主力资金净流出规模居首,今日下跌0.07%,全天净流出资金162.41亿元,其次是机械设备行业,今日跌 幅为0.32%,净流出资金为28.32亿元,净流出资金较多的还有基础化工、房地产、国防军工等行业 ...
浪潮信息9月25日龙虎榜数据
Zheng Quan Shi Bao Wang· 2025-09-25 10:05
Group 1 - The stock of Inspur Information reached the daily limit, with a turnover rate of 9.55% and a total transaction amount of 10.353 billion yuan, showing a fluctuation of 9.87% [1] - Institutional net buying amounted to 130 million yuan, while the Shenzhen Stock Connect recorded a net buying of 181 million yuan, leading to a total net buying of 375 million yuan from various trading seats [1][2] - The stock was listed on the Shenzhen Stock Exchange due to a daily price deviation of 9.85%, with the top five trading seats contributing a total transaction of 2.179 billion yuan, resulting in a net buying of 686 million yuan [2] Group 2 - The latest margin trading data shows a total margin balance of 5.151 billion yuan, with a financing balance of 5.145 billion yuan and a securities lending balance of 5.6902 million yuan [2] - Over the past five days, the financing balance increased by 81.577 million yuan, reflecting a growth rate of 1.61%, while the securities lending balance decreased by 2.6153 million yuan, indicating a decline of 31.49% [2] - The main capital inflow for the stock was 1.948 billion yuan, with a significant single order inflow of 2.398 billion yuan, while large orders saw an outflow of 450 million yuan [2]
数据复盘丨传媒、有色金属等行业走强 86股获主力资金净流入超1亿元
Zheng Quan Shi Bao Wang· 2025-09-25 09:57
Market Overview - The Shanghai Composite Index closed at 3853.30 points, down 0.01%, with a trading volume of 1001.2 billion yuan [1] - The Shenzhen Component Index rose by 0.67% to 13445.90 points, with a trading volume of 1369.885 billion yuan [1] - The ChiNext Index increased by 1.58% to 3235.76 points, with a trading volume of 663.053 billion yuan [1] - The STAR Market 50 Index rose by 1.24% to 1474.49 points, with a trading volume of 102.9 billion yuan [1] - The total trading volume of both markets was 2371.085 billion yuan, an increase of 44.302 billion yuan from the previous trading day [1] Sector Performance - Strong sectors included Media, Non-ferrous Metals, Communication, Power Equipment, and Computer industries [2] - Weak sectors included Textiles, Precious Metals, Agriculture, Home Appliances, Transportation, Real Estate, Coal, and Banking [2] - The top-performing concepts were Holographic Technology, Superconductors, Blind Box Economy, Short Drama Interactive Games, Copper Cable High-Speed Connection, and Lithium Mining [2] Stock Performance - A total of 1437 stocks rose, while 3642 stocks fell, with 71 stocks remaining flat and 7 stocks suspended [2] - 52 stocks hit the daily limit up, while 9 stocks hit the daily limit down [2] - Notable stocks with consecutive limit-ups included Huasoft Technology with 5 consecutive limit-ups, and several others with 2 to 4 consecutive limit-ups [4] Capital Flow - The net outflow of main funds in the Shanghai and Shenzhen markets was 23.6 billion yuan [5] - The ChiNext saw a net outflow of 8.927 billion yuan, while the CSI 300 experienced a net outflow of 0.627 billion yuan [5] - Eight sectors saw net inflows, with the Computer sector leading at 1.195 billion yuan, followed by Power Equipment, Media, and Communication [5] Individual Stock Inflows and Outflows - 2275 stocks experienced net inflows, with 86 stocks receiving over 100 million yuan in net inflows [8] - The stock with the highest net inflow was Inspur Information, with 1.777 billion yuan, followed by NewEase, Huagong Technology, and CATL [9] - Conversely, 2873 stocks faced net outflows, with 141 stocks seeing over 100 million yuan in net outflows [10] - The stock with the highest net outflow was Victory Technology, with 1.62 billion yuan, followed by Heertai and Xian Dao Intelligent [11] Institutional Activity - Institutions had a net buy of approximately 128 million yuan, with Inspur Information being the top net buy at 130.35 million yuan [13] - The stocks with significant institutional net selling included Zhongheng Electric and Huagong Technology [14]