MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688498 | 源杰科技 | 1 | -10.42 | 306亿 | 165.87 | | 688256 | 寒武纪-U | 1 | -7.09 | 5461亿 | 98.38 | | 002156 | 通富微电 | 楽 | -7.07 | 499亿 | 11.39 | | 688135 | 利扬芯片 | 策 | -6.49 | 57.00亿 | 39.91 | | 688709 | 成都华微 | 1 | -6.15 | 340亿 | 73.04 | | 688691 | 灿芯股份 | | -5.87 | 85.28 Z | -7.43 | | 688347 | 中机公司 | | -5.79 | 1269亿 | 57.91 | | 688110 | 东芯股份 | 1 | -5.68 | 498亿 | 352.21 | | 688048 | 长米华芯 | | -5.50 | 133亿 | 93.43 | | 6880 ...

9月4日上午，A股三大指数集体下跌，上证指数盘中下跌1.08%，电力设备、商贸零售、社会服务等板块涨幅靠前，通信、综合跌幅居前。芯片板块低迷， 截至10:13，芯片ETF（159995.SZ）下跌4.21%，成分股寒武纪下跌8.90%，通富微电下跌8.06%，兆易创新下跌7.28%。部分个股活跃，晶盛机电上涨 2.00%。 消息方面，世界半导体贸易组织（WSTS）的数据显示，2025年上半年全球半导体市场规模达到3460亿美元，同比增长18.9%；WSTS同时上调了2025年全年 半导体市场规模至7280亿美元，同比增长15.4%。 天风证券研报指出，综合来看2025年，全球半导体增长延续乐观增长走势，2025年AI驱动下游增长。同时，政策对供应链中断与重构风险持续升级，国产 替代持续推进。二季度各环节公司业绩预告亮眼，展望三季度半导体旺季期，建议关注存储/功率/代工/ASIC/SoC业绩弹性，设备材料、算力芯片国产替 代。 资料显示，芯片ETF（159995）跟踪国证芯片指数，30只成分股集合A股芯片产业中材料、设备、设计、制造、封装和测试等龙头企业，其中包括中芯国 际、寒武纪、长电科技、北方华创等。其场外 ...

A股市场CPO概念股回调，其中，仕佳光子、天孚通信跌超10%，太辰光、新易盛跌超9%，中际旭创跌 超8%，通富微电、剑桥科技跌超7%，华工科技、长飞光纤跌超6%，锐捷网络、炬光科技、光迅科技、 德科立跌超5%。 责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688313 | 仕佳光子 | | -10.69 | 338亿 | 349.85 | | 300394 | 天学通信 | | -10.05 | 1436亿 | 184.56 | | 300570 | 太辰光 | | -9.71 | 261亿 | 59.69 | | 300502 | 新易盛 | | -9.42 | 3328 Z | 307.30 | | 300308 | 中际旭创 | | -8.26 | 4344 Z | 217.84 | | 002156 | 通富微电 | 章 | -7.86 | 494亿 | 10.44 | | 603083 | 剑桥科技 | 1 | -7.09 | 210亿 | 94.06 | | 000988 ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇9月4日｜A股市场CPO概念股回调，其中，仕佳光子、天孚通信跌超10%，太辰光、新易盛跌超 9%，中际旭创跌超8%，通富微电、剑桥科技跌超7%，华工科技、长飞光纤跌超6%，锐捷网络、炬光 科技、光迅科技、德科立跌超5%。 | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688313 | 仕佳光子 | | -10.69 | 338亿 | 349.85 | | 300394 | 天学通信 | | -10.05 | 1436亿 | 184.56 | | 300570 | 太辰光 | | -9.71 | 261亿 | 59.69 | | 300502 | 新易盛 | | -9.42 | 3328亿 | 307.30 | | 300308 | 中际旭创 | | -8.26 | 4344 Z | 217.84 | | 002156 | 通富微电 | 师 | -7.86 | 494亿 | 10.44 | | 603083 | 剑桥科技 | 1 | -7.09 | 210亿 ...

| 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688498 | 源杰科技 | 0 | -10.42 | 306亿 | 165.87 | | 688256 | 寒武纪-U | 1 | -7.09 | 5461亿 | 98.38 | | 002156 | 通富微电 | - | -7.07 | 499亿 | 11.39 | | 688135 | 利扬芯片 | 关 | -6.49 | 57.00亿 | 39.91 | | 688709 | 成都华微 | 3 | -6.15 | 340亿 | 73.04 | | 688691 | 灿芯股份 | | -5.87 | 85.28亿 | -7.43 | | 688347 | 中如公司 | 兼 | -5.79 | 1269亿 | 57.91 | | 688110 | 东芯股份 | 1 | -5.68 | 498亿 | 352.21 | | 688048 | 长米华芯 | | -5.50 | 133亿 | 93.43 | | 688041 | 海光信息 | H | -5. ...

经济观察网 CPO概念股再度拉升，中际旭创涨超10%，长飞光纤此前涨停，光库科技、新易盛、天孚 通信、通富微电等跟涨。 ...

从资金流向上来看，当日半导体板块主力资金净流出60.14亿元，游资资金净流入4.31亿元，散户资金净 流入55.83亿元。半导体板块个股资金流向见下表： 证券之星消息，9月3日半导体板块较上一交易日下跌1.67%，有研新材领跌。当日上证指数报收于 3813.56，下跌1.16%。深证成指报收于12472.0，下跌0.65%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 688709 | 成都华微 | 56.90 | 14.97% | 38.02万 | | 20.77亿 | | 688498 | 源杰科技 | 397.80 | 13.01% | 7.19万 | | 27.86亿 | | 688261 | 东微半导 | 92.18 | 12.28% | 9.44万 | | 2618 | | 688141 | 本华特 | 42.46 | 5.60% | 1 29.92万 | | 12.88 亿 | | 603690 | 至纯科技 | 29.32 | 5.0 ...

Group 1 - The A-share market saw a rebound in CPO concept stocks, with notable gains in several companies [1] - Changfei Fiber reached the daily limit increase, while Zhongji Xuchuang rose over 9% [1] - Other companies such as Shijia Photon, Guangku Technology, and Tiantong Co. also experienced significant increases, with gains exceeding 6% [1] Group 2 - Detailed stock performance includes: - Changfei Fiber (code: 601869) increased by 10% with a market cap of 69 billion and a year-to-date increase of 205.92% [2] - Zhongji Xuchuang (code: 300308) rose by 9.23% with a market cap of 466 billion and a year-to-date increase of 240.96% [2] - Shijia Photon (code: 688313) increased by 7.75% with a market cap of 39 billion and a year-to-date increase of 418.23% [2] - Guangku Technology (code: 300620) reported a 6.81% increase with a market cap of 26.7 billion and a year-to-date increase of 120.71% [2] - Tiantong Co. (code: 600330) saw a 6.04% increase with a market cap of 13.2 billion and a year-to-date increase of 51.29% [2]

Group 1 - The CPO concept stocks in the A-share market have rebounded, with notable gains in several companies [1] - Changfei Fiber has reached the daily limit increase, while Zhongji Xuchuang has risen over 9% [1] - Other companies such as Shijia Photon, Guangku Technology, and Tiantong Co. have also shown significant increases, with gains exceeding 6% [1] Group 2 - The following companies have reported their stock performance: - Changfei Fiber (code: 601869) increased by 10% with a total market value of 69 billion and a year-to-date increase of 205.92% [2] - Zhongji Xuchuang (code: 300308) rose by 9.23% with a market value of 466 billion and a year-to-date increase of 240.96% [2] - Shijia Photon (code: 688313) increased by 7.75% with a market value of 39 billion and a year-to-date increase of 418.23% [2] - Guangku Technology (code: 300620) rose by 6.81% with a market value of 26.7 billion and a year-to-date increase of 120.71% [2] - Tiantong Co. (code: 600330) increased by 6.04% with a market value of 13.2 billion and a year-to-date increase of 51.29% [2] - Other companies such as Juguang Technology, Zhili Fang, and Jufei Optoelectronics also reported gains between 4% to 5% [2]

Core Viewpoint - The semiconductor stocks in the A-share market have shown strong performance, with several companies experiencing significant price increases and notable year-to-date gains [1][2]. Group 1: Stock Performance - Chengdu Huami (688709) reached a 20% increase, with a total market capitalization of 37.8 billion and a year-to-date gain of 92.45% [2]. - Source Technology (688498) saw a rise of 16.48%, with a market cap of 35.2 billion and a year-to-date increase of 205.89% [2]. - Dongxin Co. (688110) increased by 13.54%, with a market value of 59.3 billion and a year-to-date gain of 438.07% [2]. - Zhichun Technology (603690) rose by 9.99%, with a market cap of 11.8 billion and a year-to-date increase of 22.55% [2]. - Changguang Huaxin (688048) experienced an 8.18% increase, with a market cap of 14.5 billion and a year-to-date gain of 111.62% [2]. - Other notable performers include Minxin Co. (688286) with a 6.46% increase, Tianyue Advanced (688234) with a 6% rise, and Tongfu Microelectronics (002156) with a 5.92% increase [1][2]. Group 2: Market Capitalization and Year-to-Date Gains - The total market capitalization of the top semiconductor stocks reflects strong investor interest, with Chengdu Huami leading at 37.8 billion and Source Technology at 35.2 billion [2]. - Year-to-date performance highlights significant growth, particularly for Dongxin Co. with a staggering 438.07% increase, indicating robust market dynamics in the semiconductor sector [2].