龙虎榜机构热股 今天机构龙虎榜上榜38只个股，净买入19只，净卖出19只。当日机构买入最多的个股前三位是：赣锋锂 业（5.21亿）、天际股份（4.42亿）、灿芯股份（3日4.09亿）。 赣锋锂业 龙虎榜显示，今日1家机构净买入5.21亿。 赣锋锂业在9月18日互动平台中表示，公司500Wh/kg级固态电池已小批量量产，循环寿命突破800次， 产品配套国际车企及eVTOL企业。另外9月26日公告，控股子公司赣锋锂电拟引入投资人增资不超25亿 元，增资价3元/1元注册资本，资金将强化锂生态上下游一体化布局。 龙虎榜知名游资 个股龙虎榜 二、有色 北京时间10月8日，国际现货黄金价格盘中一度升破4000美元/盎司，为历史首次。前一日，国际期货黄 金价格盘中冲上4000美元/盎司关口。 10月9日，沪铜期货主力合约大涨超4%。 江西铜业 一、可控核聚变 据央视新闻报道，10月1日，中国核聚变装置BEST建设取得关键突破，重达400余吨的底座成功安装就 位，将用来承载总重约6700吨的BEST主机，标志着这一大国重器主机全面开建。未来，该装置在国际 上将首次验证演示核聚变发电，有望在2030年通过核聚变点亮第一盏灯。 ...

10月9日，国庆节后首个交易日，沪指时隔十年站上3900点，全市场成交额2.67万亿元。 市场热点聚焦贵金属、黄金、有色金属等，可控核聚变板块爆发，锂矿概念及超导概念涨幅居前。 焦点股方面，低价股山子高科14天9板，锂电池概念天际股份4连板，有色金属板块全天强势，其中精艺 股份6天5板，可控核聚变概念合锻智能5天3板。 | 代码 | 名称 | 价格 | 涨幅 | 几天几板 涨停分析 | 换手率 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | | 002295 精艺股份 | | 16.23 | +10.03% | 6天5板 铜加工+储能+控制权或变更 | 8.51% | 3.43 Z | | 002759 | 大际股份 | 21.69 | +9.99% | 4连板 固态电池+六氟磷酸锂+涨价 | 36.28% | 38.447. | | 603011 | 合锻智能 | 21.62 | +10.03% | 5天3板 可控核聚变+高端成形机床+ | 1.80% | 1.93 乙 | | 000981 | 山子高科 | 4.66 | 49.91% | 3连板 重 ...

沪深股通今日合计成交3601.65亿，其中紫金矿业和宁德时代分居沪股通和深股通个股成交额首位。板 块主力资金方面，有色金属板块主力资金净流入居首。ETF成交方面，电力ETF（159611）成交额环比 增长202%。期指持仓方面，IH、IC合约空头加仓数量较多。龙虎榜方面，机构大笔抢筹两只涨停电池 股，赣锋锂业获一家机构买入5.21亿，四连板天际股份获五家机构买入4.58亿。深科技获一家一线游资 席位（方正证券重庆金开大道营业部）买入3亿，同时获深股通席位买入1.23亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1777.24亿，深股通总成交金额为1824.41亿。 | | | | 沪股通( 10月9日 ) | | | | --- | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金額 (亿元) | 前一交易日净买入额 (亿元) | 法幅(%) | | 1 | 601899 | 字全矿业 | 45.60 | | | | 2 | 688256 | 寒武纪 | 27.08 | | | | 3 | 688041 | 海光信息 | 27.01 | | | ...

| 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | 西部超导 | 20% | -37345 | 7.4% | 10.33% | | 中电鑫龙 | 1.67% | -18622 | 4.96% | 42.05% | | 波长光电 | -13.89% | -11780 | 5.59% | 39.21% | | 恒为科技 | -10.01% | -9820 | 5.36% | 17.57% | | 金固股份 | -10.02% | -7005 | 21.03% | 3.21% | | 乖乐微 | 18.48% | -6258 | 2.77% | 12.88% | | 果麦文化 | -20% | -4768 | 75.97% | 1.28% | | 淳中科技 | -7.95% | -4473 | 1.83% | 7.65% | | 北方铜业 | 10.03% | -4411 | 1.23% | 11.04% | | 小崧股份 | -10.04% | -3552 | 12.95% | 9.3 ...

| 国光电气 | 20.00% | 2118.61 | | --- | --- | --- | | 大为股份 | 9.99% | 1921.73 | | 常辅股份 | 29.99% | 1154.87 | | 初灵信息 | -8.82% | 1080.12 | | 铜陵有色 | 10.07% | 1079.81 | | 高能坏境 | 10.06% | 595.22 | | 万里石 | 10.01% | 540.45 | | 锦华新材 | 8.23% | 533.76 | | 南新制药 | -19.96% | 282.65 | | *ST东易 | 5.09% | -273.62 | | 蓝丰生化 | -10.00% | -531.60 | | 洛阳钼业 | 10.00% | -597.02 | | 哈煌交通 | 19.99% | -598.41 | | 中亚股份 | 19.97% | -1137.38 | | ST美晨 | -13.95% | -1502.83 | | 小崧股份 | -10.04% | -2062.19 | | 深科技 | 10.01% | -2184.23 | | 置兴纸业 | 5.10% | ...

| | | 星矿板块主力资金监控:今日买入前五榜(2025年10月9日) | | | --- | --- | --- | --- | | 排名 | 板块名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | 1 | 有色金属 | 42.78 | 1.95 | | 2 | 电力设备 | 16.39 | 2.02 | | 3 | 建筑工程 | 16.09 | 3.42 | | ব | 电网设备 | 9.33 | 1.43 | | 5 | 钢铁 | 8.81 | 4.17 | | | | 星矿板块主力资金监控:今日卖出前五榜(2025年10月9日) | | | 排名 | 板块名称 | 主力资金净流出(亿元) | 主力资金净流出率(%) | | 1 | 非領金融 | -68.83 | -7.34 | | 2 | 证券 | -57.65 | -7.48 | | 3 | 交运设备 | -53.06 | -3.74 | | 4 | 未當体 | -28.39 | -0.95 | | 5 | 汽车整车 | -24.23 | -5.61 | 从主力板块资金监控数据来看，有色金属板块主力资金净流入居首。 板块资金流出 ...

Market Overview - On October 9, the A-share market saw a strong rally, with the Shanghai Composite Index rising over 1% to surpass 3900 points, marking a 10-year high [1] - The total trading volume in the Shanghai and Shenzhen markets reached 26,723 billion yuan, an increase of 4,748 billion yuan compared to the previous trading day [1] - The technology sector, particularly the STAR Market, experienced significant gains, with the STAR 50 Index surging over 6% during the session [1] Sector Performance - The non-ferrous metals sector showed remarkable performance, with stocks like Tongling Nonferrous Metals, Northern Copper, and Yunnan Copper hitting the daily limit [1][5] - The rare earth sector also saw gains, with companies like China Rare Earth and Northern Rare Earth reaching their daily limit [8] - The storage chip concept remained active, with stocks such as Zhaoxin Semiconductor and Huahong Semiconductor hitting their daily limit [12] Notable Stocks - Newly listed stock Yunhan Chip City (301563) closed up 40.89%, reaching 164.56 yuan per share, with an intraday high of over 70% [2] - In the Hong Kong market, stocks like Xin Mining Resources and Hang Seng Bank saw significant increases, with Xin Mining Resources rising over 120% [4] Gold and Precious Metals - International spot gold prices surged past $4000 per ounce, reaching a historical high, driven by factors such as the U.S. government shutdown and ongoing expectations of interest rate cuts by the Federal Reserve [6][7] - Analysts suggest that the rise in gold prices is also influenced by global central banks' continued purchases of gold [7] Fusion Energy Sector - The controlled nuclear fusion concept gained traction, with stocks like Changfu Co. and Western Superconducting Technologies hitting their daily limit [9] - The BEST project in Hefei achieved a key breakthrough, marking a new phase in its construction [10] - The upcoming International Atomic Energy Fusion Energy Conference is expected to catalyze further developments in the fusion sector [11] Semiconductor Market - The storage chip market is projected to see price increases, with expectations of a 10% rise in eSSD prices and a 10-15% increase in DDR5 RDIMM prices by Q4 2025 [12][14] - NAND Flash prices are also expected to rise, with estimates of a 5-10% increase in Q4 2025 due to high demand from data centers [14]

Group 1 - Ganfeng Lithium's stock reached the daily limit, with a turnover rate of 10.70% and a transaction amount of 8.466 billion yuan, showing a fluctuation of 6.81% [2] - Institutional investors net bought 521 million yuan, while the Shenzhen Stock Connect saw a net purchase of 160 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange due to a daily price deviation of 8.79%, with the top five trading departments contributing a total transaction of 2.088 billion yuan, resulting in a net purchase of 783 million yuan [2] Group 2 - As of September 30, the margin trading balance for Ganfeng Lithium was 4.031 billion yuan, with a financing balance of 4.019 billion yuan and a securities lending balance of 12.428 million yuan [3] - Over the past five days, the financing balance increased by 93.668 million yuan, representing a growth of 2.39%, while the securities lending balance rose by 1.6098 million yuan, a growth of 14.88% [3] - The top trading departments included an institutional special seat with a purchase amount of 599.78 million yuan and a sale amount of 76.5856 million yuan, resulting in a net purchase of 521 million yuan [3][4]

昨日（10月8日），国际现货黄金价格盘中一度升破4000美元/盎司，再创历史新高。此前一日，国际期 货黄金价格盘中冲上4000美元/盎司关口。同时，国内多个金饰品牌的黄金克价再度刷新纪录。有分析 认为，国际金价大涨的背后主要是由美国政府"停摆"引发的短期波动、日本政治更迭带来的短期不确定 性、美联储持续降息预期和全球央行持续购金共同推动的。 中信建投证券表示，美国政府"停摆"扰动、未来降息和衰退的预期使得全球投资者对美元信用和美国主 权债务的担忧进一步上升，这推动了金银等贵金属和比特币价格进一步走高。与此同时，供给短缺和算 力革命逻辑下，铜价近期也明显走强。建议关注金银铜等有色板块投资机遇。 此外，次新股云汉芯城（301563）收盘上涨40.89%报164.56元/股，盘中最高涨超70%至199元/股，触发 两次临停。该股9月30日登陆创业板，发行价为27元/股，首日收盘上涨332.6%报116.8元/股。 有色板块盘中集体走高，钴、镍、锂矿、黄金概念等表现亮眼，截至收盘，天力复合涨超18%，铜陵有 色、北方铜业、云南铜业、西部黄金、四川黄金、赣锋锂业等均涨停。 | 代码 | 名称 | � | 涨幅% | 现 ...

节后首个交易日（10月9日），A股强势上攻，沪指涨超1%突破3900点，续创10年新高；港股回落走低，恒生科技指数一度跌超1%。 具体来看，A股市场主要股指盘中强势上扬，沪指突破3900点，续创10年新高；科创50指数盘中一度暴涨超6%。截至收盘，沪指涨1.32%报3933.97点，深证成指 涨1.47%报13725.56点，创业板指涨0.73%报3261.82点，科创50指数涨2.93%，沪深北三市合计成交26723亿元，较前一个交易日增加4748亿元。 场内超3100股飘红，有色板块爆发，黄金、钴镍概念亮眼，铜陵有色、北方铜业、云南铜业、四川黄金等涨停；可控核聚变概念崛起，常辅股份、英杰电气、西部 超导、国光电气等涨停；稀土板块拉升，中国瑞林、北方稀土等涨停；存储芯片概念持续活跃，灿芯股份、华虹公司盘中双双涨停续创新高，不过，华虹公司尾盘 开板，收盘涨约12%。旅游、影视股走低，果麦文化跌停，光线传媒跌超10%。 此外，次新股云汉芯城（301563）收盘上涨40.89%报164.56元/股，盘中最高 涨超70% 至199元/股，触发两次临停。该股9月30日登陆创业板，发行价为27元/ 股，首日收盘上涨33 ...