截至10月27日收盘，存储芯片概念上涨3.49%，位居概念板块涨幅第1，板块内，124股上涨，大为股 份、中电港、时空科技等涨停，江波龙、晶瑞电材、精智达等涨幅居前，分别上涨19.82%、16.50%、 15.45%。跌幅居前的有西测测试、神工股份、雅创电子等，分别下跌3.23%、2.20%、1.91%。 资金面上看，今日存储芯片概念板块获主力资金净流入36.78亿元，其中，74股获主力资金净流入，24 股主力资金净流入超亿元，净流入资金居首的是兆易创新，今日主力资金净流入9.53亿元，净流入资金 居前的还有生益科技、中电港、晶瑞电材等，主力资金分别净流入4.64亿元、3.65亿元、3.11亿元。 资金流入比率方面，盈新发展、大为股份、时空科技等流入比率居前，主力资金净流入率分别为 58.95%、53.21%、42.50%。（数据宝） 存储芯片概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 603986 ...

| 002185 | 华天科 | 4.53 | 8.22 | 15269.38 | 4.73 | | --- | --- | --- | --- | --- | --- | | | 技 | | | | | | 002371 | 北方华 | 3.45 | 1.55 | 14824.41 | 3.10 | | | 创 | | | | | | 300604 | 长川科 | 2.47 | 14.41 | 13963.46 | 2.19 | | | 技 | | | | | | 688012 | 中微公 司 | 4.98 | 3.27 | 11430.73 | 1.90 | | 002409 | 雅克科 | 3.80 | 9.80 | 11419.82 | 4.41 | | | 技 | | | | | | 301095 | 广立微 | 1.63 | 5.49 | 8667.28 | 11.61 | | 600703 | 三安光 电 | 2.86 | 2.18 | 6961.55 | 4.35 | | 688361 | 中科飞 测 | 3.02 | 5.13 | 6401.02 | 4.00 | | | 佰维存 | | | ...

证券之星消息，10月27日其他电子板块较上一交易日上涨2.4%，中电港领涨。当日上证指数报收于 3996.94，上涨1.18%。深证成指报收于13489.4，上涨1.51%。其他电子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) | | | --- | --- | --- | --- | --- | --- | --- | | 001287 | 炭蛋 | 26.46 | 10.02% | 92.75万 | | 23.49 Z | | 002885 | 京泉华 | 24.56 | 5.32% | 37.02万 | | 9.21亿 | | 603933 | 睿能科技 | 23.13 | 4.90% | 45.02万 | | 10.10亿 | | 300475 | 香农芯创 | 133.66 | 4.77% | 1 51.48万 | | 66.56亿 | | 688800 | 瑞可达 | 75.26 | 4.53% | 9.41万 | | 7.10亿 | | 002782 | 可立克 | 18.32 | 4.51% | 29.71万 | | 5.48亿 | | ...

Market Overview - On October 27, the A-share market experienced a volatile rise, with the Shanghai Composite Index briefly surpassing 3999 points, setting a new annual high. The total trading volume in the Shanghai and Shenzhen markets reached 2.36 trillion yuan, an increase of 365 billion yuan compared to the previous trading day [1] Sector Performance - The storage chip sector showed strong performance throughout the day, with stocks like Demingli (001309) hitting new highs for two consecutive days, and several other stocks such as Jiangbolong (301308) and Xiangnong Chichuang also reaching new highs. The computing hardware sector continued its strong trend, with Huylv Ecological (6 days, 4 boards) and other stocks like Xinyisheng (300502) and Zhongji Xuchuang (300308) also hitting historical highs [1] - The nuclear power sector was active, with stocks like Dongfang Tantalum (000962) achieving two boards in three days, while the wind power sector collectively weakened, with Hai Li Wind Power experiencing a significant drop [1] Storage Sector Insights - The storage index rose by 5.23%, with notable stocks such as Jiangbolong (301308) and Demingli (001309) showing significant monthly gains of 19.82% and 10.00%, respectively [2] - The recent price increases among overseas storage giants are driven by the explosion of AI applications, leading to a surge in demand for high-performance storage chips used in AI servers and data centers, which is pushing prices up across the storage market [3] Semiconductor Equipment Developments - The semiconductor equipment index increased by 3.32%, with several stocks experiencing notable gains. The establishment of China's first EUV photoresist standard is expected to fill a technical standard gap in the industry and provide a unified testing method for performance evaluation [4][5] - The advancements in photoresist technology are anticipated to promote the collaborative development of related industries, benefiting upstream material suppliers, equipment manufacturers, and downstream application enterprises [5] Market Outlook - Analysts remain optimistic about the A-share market's performance, citing a new wave of technological revolution and industrial transformation in China, which has produced many internationally competitive enterprises. The current risk levels in the A-share market are considered normal and reasonable [6] - The "slow bull" market is expected to continue, with a focus on the "big technology" sector as a long-term mainline. Upcoming earnings reports from A-share companies and US tech giants are anticipated to be a focal point, potentially creating a resonance window for the global tech AI market [6]

Market Overview - The A-share market experienced a volatile rise, with the Shanghai Composite Index briefly surpassing 3999 points, reaching a new high for the year. The total trading volume in the Shanghai and Shenzhen markets was 2.36 trillion yuan, an increase of 365 billion yuan compared to the previous trading day [1]. Index Performance - The Shanghai Composite Index closed at 3996.94, up 46.63 points or 1.18% - The Shenzhen Component Index rose by 200.22 points or 1.51%, closing at 13489.40 - The ChiNext Index increased by 21.98 points or 1.50%, closing at 1484.21 - The CSI 300 Index gained 55.34 points or 1.19%, closing at 4716.02 [2]. Sector Performance - The storage chip sector showed strong performance, with multiple stocks hitting new highs, including Demingli and Jiangbolong. The computing hardware sector also maintained its strength, with Huylv Ecological and others achieving significant gains [3][4]. - The nuclear power sector was active, with stocks like Dongguan Tantalum and Antai Technology seeing notable increases [3]. - Conversely, the wind power sector faced collective weakness, with Haile Wind Power experiencing a significant drop [4]. Storage Industry Insights - The storage sector is experiencing a surge, driven by rising prices from overseas storage giants due to increased demand for high-performance storage chips related to AI applications. This trend is expected to benefit various segments of the storage industry, including storage modules and supporting materials [8]. - The storage index rose by 5.23%, reflecting the overall positive sentiment in the sector [7]. Semiconductor Equipment Developments - The semiconductor equipment sector is also witnessing growth, with multiple stocks showing significant increases. The establishment of the first EUV photoresist standard in China is expected to fill a technological gap and promote the development of the semiconductor industry [12][13]. - The semiconductor materials sector is in a phase of demand expansion and domestic substitution, with expectations for the photoresist market to grow by 6.8% to 17.9 billion yuan by 2025 [13]. Market Outlook - Analysts remain optimistic about the A-share market, citing a favorable risk level and the emergence of competitive enterprises in the context of a new technological revolution. The current low interest rates and supportive government policies are also seen as positive factors for market growth [15][16]. - The "slow bull" market trend is expected to continue, with a focus on the technology sector as a long-term investment theme [16].

Group 1 - The storage sector is experiencing a strong performance, with companies such as Zhongdian Port and Dawi Co., Ltd. hitting the daily limit, while Purain Co., Ltd. and Jiangbolong have increased by over 8% [1] Group 2 - Guojin Securities highlights the continuous improvement in AI application effects, recommending a focus on the storage industry chain that is experiencing sustained growth [2] - Dongguan Securities notes that the recent price increases by overseas storage giants are primarily driven by the explosion of AI applications, leading to a surge in demand for high-performance storage chips used in AI servers and data centers, which in turn drives up prices across the storage market [2] - It is suggested to pay attention to segments benefiting from this trend, including storage modules, niche storage, and materials for storage supporting equipment [2]

来源：新浪基金∞工作室 10月27日，中电港涨6.03%，截至发稿，报25.50元/股，成交9.61亿元，换手率8.95%，总市值193.77亿 元。 资料显示，深圳中电港技术股份有限公司位于广东省深圳市南山区桃源街道留仙大道3333号塘朗城西区 A座23-25层,深圳市前海深港合作区南山街道自贸西街151号招商局前海经贸中心一期A座20层，成立日 期2014年9月28日，上市日期2023年4月10日，公司主营业务涉及电子元器件分销业务、设计链服务、供 应链协同配套服务和产业数据服务。主营业务收入构成为：处理器40.78%，存储器30.53%，其他 16.09%，模拟器件8.74%，射频与无线连接3.85%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，广发基金旗下1只基金位居中电港十大流通股东。广发中证1000ETF（560010）二季度新进 十大流通股东，持有股数133.27万股，占流通股的比例为0.3%。根据测算，今日浮盈赚取约193.24万 元。 广 ...

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人民财讯10月22日电，有投资者在互动平台向中电港（001287）提问："请问公司是不是安世半导体的 代理？能不能正常出货？最近安世的事对中电港影响大不大？"对此，中电港回复称，公司是其分销商 之一，相关产品线收入占公司整体收入的比例较小，影响有限。 ...