兄弟姐妹们啊，今天的市场太牛了！中国资产全线暴涨，上证指数负责慢，创业板跟港股负责牛！ 券商股集体走强，国盛金控涨停。 | mt | 代码 | 名称 | | 涨幅% | 现价 | | --- | --- | --- | --- | --- | --- | | | 002939 | 长城证券 | R | 10.06 | 9.96 | | | 002670 | 国盛金控 | R | 86'6 | 19.51 | | | 801 222 | 东吴证券 | R | 7.38 | 10.33 | | | 601696 | 中银证券 | R | 6.32 | 16.31 | | | 002926 | 华西证券 | R | 3.91 | 10.37 | | | 601 456 | 国联民生 | R | 3.29 | 11.61 | | | 601688 | 华泰证券 | R | 3.18 | 21.12 | | | 601377 | 兴业证券 | R | 3.17 | 6.84 | | | 000783 | 长江证券 | R | 2.86 | 7.92 | | | 601162 | 天风证券 | R | 2.59 | 5. ...

中国经济网北京8月13日讯 国盛金控(SZ:002670)今日股价涨停，截至收盘报19.51元，涨幅9.98%， 总市值377.54亿元。该股此前1个交易日涨停。 （责任编辑：康博） ...

Group 1: Market Performance - The three major indices showed strong performance, with the Shanghai Composite Index rising by 0.48%, surpassing last year's October high, while the Shenzhen Component Index increased by 1.76% and the ChiNext Index surged by 3.62% [1] - Over 2,600 stocks in the two markets experienced gains, with a total trading volume of approximately 2.15 trillion yuan [1] Group 2: Sector Highlights - The computing power, liquid cooling servers, and CPO concept stocks performed exceptionally well, with New Yisheng (300502.SZ) rising over 15%, and other notable gains from Zhongji Xuchuang (300308.SZ) at 11.66% and Cambridge Technology (603083.SH) at 9.93% [1] - PEEK materials saw collective strength, with companies like Huami New Materials (836247.BJ) and Xinhang New Materials (301076.SZ) experiencing significant increases [2] - The non-ferrous metals sector also performed well, with Electric Alloy (300697.SZ) rising over 9% and other companies like Luoyang Molybdenum (603993.SH) and Zhongfu Industrial (600595.SH) showing strong gains [2] Group 3: Economic Insights - Citic Securities noted that poor economic and employment data in the U.S. strengthened market expectations for a Federal Reserve rate cut in September, contributing to a broad rise in the non-ferrous metals sector [3] - The domestic push for "anti-involution" to optimize production factors is expected to enhance profitability across various sectors, benefiting metal prices [3] - The valuation of industrial metals is currently low, indicating potential for upward correction, with a bullish market for non-ferrous metals starting to emerge [3] Group 4: Policy and Market Sentiment - Dongguan Securities highlighted active market sentiment, suggesting an overweight position in the financial sector due to supportive policies aimed at enhancing the attractiveness of domestic capital markets [4] - The number of new A-share accounts opened in July reached 1.96 million, a significant year-on-year increase of 71%, indicating rising market participation and potential business opportunities for the securities industry [4] - Some sectors, including banks, coal, and logistics, experienced declines, with notable drops in stocks like Lu'an Huaneng (601699.SH) and Jiangsu Bank (600919.SH) [4]

【导读】牛 中国基金报记者 泰勒 兄弟姐妹们啊，今天的市场太牛了！中国资产全线暴涨，上证指数负责慢，创业板跟港股负责牛！ 8月13日，A股全天上涨， 沪指在时隔210个交易日后 突破"9·24"行情，创下近四年的新高， 截至收盘沪指涨0.48%，深成 指涨1.76%，创业板指涨3.62%。 两市共2733只个股上涨，100只个股涨停，2458只个股下跌。 | 其中 涨停 | 100 | | --- | --- | | 涨幅 > 7% | 193 | | 涨幅 5-7% | 106 | | 涨幅 3-5% | 289 | | 涨幅 0-3% | 2145 | | 跌幅 0-3% | 2366 | | 跌幅 3-5% | 73 | | 跌幅 5-7% | 16 | | 跌幅 > 7% | | | 其中 跌停 | 5 | | 上涨家数 | 2733 | | 下跌家数 | 2458 | | 平盘停牌 | 232 | | 总品种数 | 5423 | | 总成交额 | 21752.11亿 | | 总成交量 | 141805.0 / | | 涨家增减 | 21 | | 涨家增幅 | 0.77% | | 指数量比 | 1.1 ...

Market Overview - The Shanghai Composite Index (沪指) broke through the previous year's high of 3674 points, reaching a new high of 3688.63 points, the highest since December 13, 2021 [1] - On August 13, the market saw a significant increase in trading volume, with a total turnover of 2.18 trillion yuan, an increase of approximately 2699.99 billion yuan from the previous trading day [1] - The market experienced a broad-based rally, with over 2700 stocks rising, leading to a 0.48% increase in the Shanghai Composite Index, a 1.76% increase in the Shenzhen Component Index, and a 3.62% increase in the ChiNext Index [1] Sector Performance - AI hardware stocks continued to surge, with companies like Industrial Fulian reaching new historical highs [5] - The brokerage sector showed strong performance, with Guosheng Jin控 (国盛金控) achieving consecutive gains [5][7] - The non-ferrous metals sector also performed well, with companies like Zijin Mining and Luoyang Molybdenum both reaching historical highs [5] Concept Indices - The top-performing concept indices included CPO (光模块) at 6.24%, copper industry at 4.84%, and industrial gases at 4.34% [6] - Other notable sectors included semiconductor materials and industrial automation, which also showed positive growth [6] Investment Trends - The brokerage sector is experiencing growth driven by increased client margin balances and a rise in leverage among existing clients, indicating a potential new growth phase for the securities industry [7] - The brain-computer interface sector gained attention following a government initiative aimed at significant technological breakthroughs by 2027, with applications expected in various fields [9] - The robotics sector saw a boost with the announcement of the first World Humanoid Robot Sports Competition, scheduled for August 14-17 [10] Hong Kong Market - Hong Kong's biopharmaceutical stocks showed strong performance, with companies like Pagoda Bio and WuXi AppTec experiencing significant gains [12] - The technology sector in Hong Kong also saw a rally, with major companies like Alibaba and Tencent reporting substantial increases in stock prices [12] - The overall market sentiment in Hong Kong remains positive, supported by robust earnings expectations and a steady inflow of southbound capital [14]

国盛金控连续两日涨停，长城证券直线封板，中银证券涨超8%，中信证券、国泰海通等权重股短线拉 升。 (本文来自第一财经) ...

（原标题：A股，三大重磅驱动！牛市旗手，全线爆发） 集体飙升 早上开盘之后，券商股曾有一波小幅冲高，但很快就被打压下来。然而，在早上10:20过后，这个板块 突然迎来了大手笔买单。国盛金控和长城证券直线涨停，整个板块人气也被激活，中信证券、国泰海通 等权重股短线拉升。上证指数也受此带动，明显回暖。 进入8月份之后，市场明显活跃起来，月内成交金额基本维持在1.5万亿元以上，多个交易日维持在1.7万 亿元以上水平。板块健康轮动，个股非常活跃，截至昨日收盘，维持多头排列的个股数量超过2500只。 这一方面意味着市场渐入佳境，另一方面也意味着市场还未达到过热状态。 在券商中国记者采访时，有券商表示，近期保证金规模稳健增长。还有一些市场人士表示，近期申购基 金的投资者也有增多。另有券商表示，由于T0客户数量增加、规模加大，部分券商的算力已经明显不 够用。而且，加杠杆的存量客户明显增多。近期，融资余额持续增长，截至昨天，已超过2.02万亿元。 分析人士认为，中美相互延长90天关税之后，市场的不确定性明显下降，这在一定程度上拉高了投资者 的风险偏好。浙商证券更是表示，今年以来，DeepSeek的AI算法在云端生长出智慧脉络 ...

券商科创债今年来发行规模超过400亿元。头部券商专项支持科技创新领域的力度不断加大。申万宏源、中原证券等券商相继获批债券发行额度。7月A股新 开户196.36万户，同比增长70.5%，环比增长19.27%。截至7月末，今年以来A股累计新开1456.13万户。新增开户数据反映出市场活跃度的提升，为券商业务 发展提供支撑。 创新药概念股再度活跃获政策支持 8月13日，A股市场呈现震荡上行态势。创业板指数表现突出，半日涨幅达到2.81%。沪指突破2024年10月8日高点，创下2021年12月17日以来新高。沪深两 市半日成交额达1.32万亿元，较上个交易日放量1181亿元。券商股盘中出现异动拉升，创新药概念股同步走强，为市场注入新的活力。 券商板块异动拉升显现资金青睐 券商股在盘中表现活跃，国盛金控连续两个交易日涨停。证券板块主力资金净流入28.45亿元，位居各行业板块资金流入榜首位。东方财富全天成交额达 110.44亿元，居全市场第一位。金融科技方向上，中科金财、同花顺、大智慧等个股领涨。 市场上涨期间，券商板块受到资金追捧。背后体现的是"卖斧子"的投资逻辑。过去券商主要依靠佣金收入，现在这把"斧子"的载体正转向 ...

Group 1 - The Shanghai Composite Index has broken through the high point from October 8 of last year, significantly boosting market sentiment, with brokerage stocks leading the surge [1] - Major brokerages such as Guosheng Securities and Changcheng Securities have seen consecutive trading limits, while Dongfang Caifu, a leading brokerage, has increased by over 3% with a real-time transaction volume of 13.8 billion [1] - The top brokerage ETF (512000) reached a price increase of over 2.5%, indicating a strong trading atmosphere with a significant increase in transaction volume [1][3] Group 2 - Analysts suggest that policy guidance is leading to a sustained influx of medium to long-term funds into the market, with a potential recovery in the equity allocation of insurance funds, wealth management, and public offerings [3] - The continuous increase in margin trading balances reflects investors' growing willingness to take risks and the improving market conditions, indicating a positive outlook for trading activity [3] - The brokerage ETF (512000) has seen substantial inflows, with 2.68 billion yuan raised recently and a cumulative net inflow of 6.25 billion yuan over the past five days [3] Group 3 - The brokerage ETF (512000) has a fund size exceeding 25.9 billion yuan, with an average daily transaction volume of 8.25 billion yuan, making it one of the largest and most liquid ETFs in the A-share market [5] - The ETF passively tracks the CSI All Share Securities Company Index, encompassing 49 listed brokerage stocks, with nearly 60% of its holdings concentrated in the top ten brokerages [6]

Group 1 - The securities sector is experiencing significant gains, with Changcheng Securities and Guosheng Financial Holdings hitting the daily limit up, while Bank of China Securities and Dongwu Securities have increased by over 7% [1] - Huatai Securities and Huaxi Securities have also shown strong performance, rising by more than 4% [1]