Market Overview - The A-share market is showing a "strong Shanghai, weak Shenzhen, and index differentiation" pattern, with total trading volume in the Shanghai and Shenzhen markets at 1.98 trillion, a decrease of 140.4 billion compared to the previous trading day, indicating a lack of trading activity and insufficient capital inflow [1] - The market is experiencing rapid rotation of hotspots, with the number of rising and falling stocks being roughly equal [2] Economic Data - The National Bureau of Statistics released the August CPI data, which presents a mixed picture [3] - In August, the consumer price index (CPI) decreased by 0.4% year-on-year and remained flat month-on-month. Specifically, urban prices fell by 0.3% and rural prices by 0.6%. Food prices dropped by 4.3%, while non-food prices increased by 0.5%. The average CPI from January to August decreased by 0.1% compared to the same period last year [4] - The decline in food prices, particularly for pork and fresh vegetables, is the main reason for the negative year-on-year CPI, reflecting ample agricultural supply but also indicating weak basic consumer demand [4] Sector Insights - Certain sectors such as seasoning, beer, dairy, and meat products, as well as agriculture and livestock farming, may face negative impacts due to the current economic environment [5] - There is a growing preference for stable, high-dividend assets, akin to "bond-like" investments, as evidenced by the performance of sectors like banking, insurance, coal, electricity, public utilities, and highways, which have risen against the trend [6] - The continuous improvement in core CPI, particularly the rise in service prices, indicates resilient demand in service consumption sectors such as tourism, hospitality, dining, and entertainment, which are closely correlated with core CPI trends [6] Stock Performance - Industrial giant "Industrial Fulian" hit the daily limit, with a collective rebound in computing hardware stocks, including Industrial Fulian, Dongshan Precision, and Jingwang Electronics [7] - Positive news from the AI sector has significantly stimulated related concept stocks, including a 27% post-market surge for Oracle, which anticipates a 77% growth in cloud infrastructure revenue for fiscal year 2026, and OpenAI's projected revenue doubling this year [8] - Nvidia's announcement of a new GPU designed for AI workloads further supports the bullish sentiment in the AI sector, with expectations of policy catalysts enhancing market emotions in the short term, despite potential differentiation in previously high-performing segments [8]

中国经济网北京9月10日讯 今日，东山精密(002384.SZ)涨停，收报72.22元，涨幅10.01%。 | 序号 | 代码 名称 | 相关 | 收盘价 | 涨跌幅 | 买方 3 卖方 0 | | 机构买入 | 机构圆 | 机构买入 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 机构数 | 机 265 | 高额(万) | 高额(万) | 净额(万) 3 个 | | | 002384 东山精密 明细 股吧 | | 72.22 | 10.01% | | | 29247.75 | 55983.90 | -26736.15 | | | | 2025-09-10 星期三 类型：日涨幅偏离值达到7%的前5只证券 | | | | | | 收盘价:72.22元 张跌幅:10.01% 成交里:8277.53万股 成交金额:568141.02万元 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 买入金额最大的前5名 | | | | ...

（原标题：东山精密龙虎榜数据（9月10日）） 近半年该股累计上榜龙虎榜7次，上榜次日股价平均跌2.53%，上榜后5日平均跌2.79%。 资金流向方面，今日该股主力资金净流入12.74亿元，其中，特大单净流入13.57亿元，大单资金净流出 8246.61万元。近5日主力资金净流入26.53亿元。 融资融券数据显示，该股最新（9月9日）两融余额为56.37亿元，其中，融资余额为56.29亿元，融券余 额为799.62万元。近5日融资余额合计增加13.43亿元，增幅为31.34%，融券余额合计增加24.87万元，增 幅3.21%。（数据宝） | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 | 39688.85 | 42205.79 | | 买二 | 联储证券股份有限公司上海分公司 | 17969.78 | 1.43 | | 买三 | 机构专用 | 11259.43 | 0.00 | | 买四 | 国泰海通证券股份有限公司上海静安区新闸路证券营业部 | 10652.97 | 76.21 | | 买五 | 招商 ...

沪指9月10日上涨0.13%，申万所属行业中，今日上涨的有13个，涨幅居前的行业为通信、电子，涨幅 分别为3.49%、1.78%。电子行业位居今日涨幅榜第二。跌幅居前的行业为电力设备、综合，跌幅分别 为1.18%、1.09%。 资金面上看，两市主力资金全天净流出56.20亿元，今日有9个行业主力资金净流入，通信行业主力资金 净流入规模居首，该行业今日上涨3.49%，全天净流入资金90.70亿元，其次是电子行业，日涨幅为 1.78%，净流入资金为75.13亿元。 主力资金净流出的行业有22个，电力设备行业主力资金净流出规模居首，全天净流出资金101.05亿元， 其次是有色金属行业，净流出资金为37.78亿元，净流出资金较多的还有基础化工、医药生物、汽车等 行业。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601138 | 工业富联 | 10.00 | 1.74 | 463673.55 | | 002384 | 东山精密 | 10.01 | 5.97 | 127433.92 | | 300476 ...

东山精密今日涨停，成交额56.81亿元，换手率5.97%，盘后龙虎榜数据显示，深股通专用席位买入3.97 亿元并卖出4.22亿元，1家机构专用席位净买入1.13亿元，有4家机构专用席位净卖出3.80亿元。 ...

东山精密(002384.SZ)今日涨停，股价创历史新高，换手率5.97%，成交额56.81亿元。龙虎榜数据显示，深股通净卖出2517万元；五家机构买入2.92亿元，卖 出5.6亿元，净卖出2.67亿元；联储证券上海分公司位列买二席位，净买入1.8亿元。上榜席位全天买入10.79亿元，卖出9.89亿元，合计净买入9044万元。(格 隆汇) | 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 | 720次 46.67% (7) | 39688.85 | 6.99% | | 2 | 联储证券股份有限公司上海分公司 | 6次 33.33% | 17969.78 | 3.16% | | 3 | 机构专用 | 1711次 42.31% | 11259.43 | 1.98% | | 4 | 国泰海通证券股份有限公司上海静安区新闻路证券营业部 | 155次 55.48% | 10652.97 | 1.88% | | 5 | 招商证券股份有限公司上海长柳路证券营业部 | 4次 25.00% | 10385.84 | 1. ...

Market Overview - The Shanghai Composite Index experienced narrow fluctuations, while the ChiNext Index showed stronger performance. Oil and gas stocks collectively surged, with Junyou Co. hitting the daily limit. The film and tourism sectors were active, with Jinyi Film also reaching the daily limit. However, lithium and photovoltaic stocks in the new energy sector declined, with Shanneng Electric dropping nearly 10% [1]. Key Highlights 1. **PCB and Computing Power** - The PCB sector saw significant gains, with stocks like Dongshan Precision, Yidun Electronics, and Jingwang Electronics hitting the daily limit. Shenghong Technology rebounded with a 12% increase. In the computing power sector, stocks such as Bojie Co. and Chunzong Technology also reached the daily limit. Oracle's first-quarter earnings report revealed strong growth prospects in its AI business, leading to a post-market surge of over 27% in its stock price [4][5][6]. 2. **Oil Services** - The oil service sector performed well, with companies like Shandong Molong, Junyou Co., and Yunnan Energy Investment all hitting the daily limit. A recent explosion in Qatar and subsequent military actions have influenced oil prices, with WTI crude oil futures rising by 1% [8][9]. Analysts predict that the oil service sector will continue to recover, supported by OPEC's production cuts and rising capital expenditures [10]. 3. **Domestic Chips** - The domestic chip sector rebounded, with Tianpu Co. achieving an 11-day consecutive limit increase. Other stocks like Shenghui Integration and Dagang Co. also hit the daily limit. The approval of a significant fundraising plan for Cambrian Technology and the announcement of a stock incentive plan by Haiguang Information have catalyzed this rebound [11][12]. 4. **AI Infrastructure Demand** - The global demand for AI infrastructure is surging, driven by substantial investments from major tech companies. The capital expenditure of six major U.S. tech firms reached $99.973 billion, a 77% year-on-year increase. The global data center market is expected to grow significantly, with projections indicating it will reach $163.25 billion by 2027 [7]. 5. **Other Active Sectors** - Other sectors such as solid-state batteries, robotics, and consumer goods have seen active trading, while pharmaceuticals and energy storage have experienced declines [13].

Market Performance - The component sector increased by 5.62% on September 10, with Shenghong Technology leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Top Gainers - Shenghong Technology (300476) closed at 290.67, up 12.01% with a trading volume of 886,300 shares [1] - Dongshan Precision (002384) closed at 72.22, up 10.01% with a trading volume of 827,800 shares [1] - Jingwang Electronics (603228) closed at 57.00, up 10.00% with a trading volume of 474,900 shares [1] - Yidun Electronics (603328) closed at 11.90, up 9.98% with a trading volume of 483,800 shares [1] Market Capital Flow - The component sector saw a net inflow of 3.985 billion yuan from institutional investors, while retail investors experienced a net outflow of 1.945 billion yuan [2][3] - Major stocks like Dongshan Precision and Shenghong Technology had significant net inflows from institutional investors, indicating strong interest [3] Notable Decliners - Junya Technology (603386) closed at 14.67, down 3.49% with a trading volume of 113,000 shares [2] - Shiyun Circuit (603920) closed at 40.69, down 2.00% with a trading volume of 417,600 shares [2] - Farah Electronics (600563) closed at 117.30, down 1.93% with a trading volume of 21,900 shares [2]

Core Insights - The China Securities Consumer Electronics Theme Index (931494) has seen a strong increase of 2.51% as of September 10, 2025, with notable gains in constituent stocks such as Dongshan Precision (002384) up 10.01%, Industrial Fulian (601138) up 10.00%, and Jingwang Electronics (603228) up 10.00% [1][2] - The Consumer Electronics ETF (561600) has risen by 2.60%, with a recent price of 1.1 yuan, and has accumulated a 22.00% increase over the past month as of September 9, 2025 [1][2] Market Performance - The Consumer Electronics ETF recorded a turnover rate of 7.92% during the trading session, with a transaction volume of 41.8497 million yuan [2] - The index tracks 50 listed companies involved in component production and brand design in the consumer electronics sector, reflecting the overall performance of these securities [2] Top Holdings - As of August 29, 2025, the top ten weighted stocks in the China Securities Consumer Electronics Theme Index include: - Cambricon Technologies (688256) - Luxshare Precision (002475) - SMIC (688981) - Industrial Fulian (601138) - BOE Technology Group (000725) - Lattice Semiconductor (688008) - O-film Tech (603501) - Zhaoyi Innovation (603986) - GoerTek (002241) - Dongshan Precision (002384) - These top ten stocks account for a combined weight of 54.8% in the index [2]

（文章来源：每日经济新闻） 每经AI快讯，9月10日，东山精密涨8.99%，报71.55元/股，股价再创新高，总市值突破1310.51亿元，成 交额达46.53亿元。 ...