市场早盘震荡反弹，创业板领涨，科创50指数涨超3%。南财金融终端显示，截至早盘收盘，沪指涨0.07%，深成指涨0.56%，创业板指涨1.26%。 盘面上热点集中在算力和芯片方向，个股跌多涨少，全市场超4100只个股下跌。 沪深两市半日成交额1.79万亿元，较上个交易日放量617亿。个股方面，北方稀土成交额超192亿元居首，中芯国际、寒武纪、新易盛成交额靠前。 | 沪深A股 | 上证A股 | | 深证A股 创业板 科创板 风险警示 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 代码 | | 名称 | 派遣 | 最新价 | | | | 换手率 | | 成交额▼ | | 1 600111 | | 北方稀土 | +3.97% | 55.58 | +2.12 | +0.71% | 0.80 | 9.70% | 8.89% | 192.33 Z | | 2 688981 | | 中芯国际 | +13.17% | 114.88 | +13.37 | -0.11% | 1.11 | 8.47% | 1 ...

Group 1 - The main stocks with significant capital outflows include Northern Rare Earth (-2.238 billion), Rock Mountain Technology (-1.691 billion), and Zhinan Zhen (-1.019 billion) [1] - Other notable stocks with capital outflows are Dongfang Caifu (-0.809 billion), BYD (-0.774 billion), and CATL (-0.527 billion) [1][2] - The sectors affected include small metals, internet services, software development, automotive, battery, and power industries [2][3] Group 2 - Northern Rare Earth experienced a price increase of 3.97% despite the capital outflow [2] - Rock Mountain Technology saw a price increase of 5.74% while facing significant capital outflow [2] - Other companies like Sichuan Changhong and Fulin Precision experienced declines of 2.1% and 7.32% respectively, alongside capital outflows [3]

格隆汇8月28日｜东方财富成交额达100亿元，现跌0.26%，最新总市值4295亿元。 ...

Core Insights - The recent surge in the Shanghai Composite Index has led to increased trading activity in the A-share market, with a notable rise in user engagement on securities apps [1][2] - As of July 2025, the number of active users on securities apps reached 167 million, marking a year-on-year growth of 20.89% [2][3] - The top three securities apps, Tonghuashun, Dongfang Caifu, and Dazhihui, dominate the market with a combined user base of nearly 40% [1][3] User Engagement and Market Trends - The trading volume in the Shanghai and Shenzhen markets exceeded 3.17 trillion yuan, with 11 consecutive trading days surpassing 2 trillion yuan [1] - The top ten securities apps accounted for 63% of the market share in July 2025, indicating a strengthening of the head effect in the industry [3][4] - Users are increasingly favoring platforms with comprehensive features and mature ecosystems, reflecting a shift from tool-based to ecosystem-based services [4] Competitive Landscape - Tonghuashun leads the industry with a monthly active user count of 35.01 million, followed by Dongfang Caifu and Dazhihui with 17.14 million and 11.92 million, respectively [3][5] - Major brokerages like Huatai Securities and Guotai Junan are also seeing significant user engagement, with Huatai's app surpassing 10 million monthly active users [3][5] - Smaller brokerages are experiencing rapid growth in app usage, with notable increases in user engagement for apps like Xinye Securities and Changjiang Securities [6] Innovation and Technology Integration - The integration of AI technologies into securities apps is becoming a focal point for enhancing user experience and operational efficiency [7][8] - Companies like Guotai Junan and GF Securities are leading the charge in AI-driven app upgrades, aiming to transform traditional services into intelligent investment partners [7][8] - The shift towards AI-enhanced services is expected to improve customer interaction rates and reduce operational costs, thereby driving revenue growth across various business lines [8]

A股市场近期情绪高涨，上证指数成功站上3800点，创业板的表现也不遑多让，创业板指数近3个月涨 幅超30%，创下近三年新高。 创业板行情汹涌之下，创业板ETF（159915）持续受资金关注，截至8月25日，该产品本月以来规模增 长约150亿元，最新规模已超1000亿元。 创业板的定位是服务成长型创新创业企业，板块内高新技术企业占比超九成，战略性新兴产业占比近 70%。新兴产业今年发展迅猛，人形机器人概念爆发、创新药加速出海、低空经济获政策大力支持，支 持新兴产业发展的创业板也受到了市场关注。 · 16万亿市值背后：创业板的"创新"底色 创业板于2009年开板，至今已走过16年。截至8月25日，创业板共有上市公司1380余家，总市值超过16 万亿元。 目前，创业板既有市值不足百亿的中小企业，也有市值在千亿甚至是万亿元以上"大象也能起舞"的行业 龙头。 图：创业板企业市值分布 数据来源：Wind，市值采用"总市值1"指标，数据截止到：2025/8/25。 在创业板的助推下，近年来，我国众多创新创业企业在全球产业竞争中崭露头角，创业板企业取得了令 人瞩目的成果：有的企业动力电池全球市占率近40%，连续多年排名第一； ...

市场午后跳水回落，沪指、深成指双双跌超1%。截至收盘，沪指跌1.76%，深成指涨1.43%，创业板指跌0.69%。 稀土永磁概念股表现活跃，北矿科技涨停。 从板块来看，CPO等算力硬件股维持强势，新易盛等多股再创历史新高。 芯片股一度冲高，瑞芯微涨停。 | 序号 | 代码 | 名称 | 现价 | 涨跌 | | 振幅 | 最高 | 最低 | 量比 | 换手率 | 成交量 | 成交额 ▼ | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 600111 | 北方稀土 | 53.46 c | 4.35 | 8.86% | 10.00% | 54.02 | 49.11 | 1.38 | 14.71% | 5.32亿 | 277.80亿 | | 2 | 688256 | 寒武纪-U | 1372.10 c | 43.10 | 3.24% | 9.33% | 1464.98 | 1341.02 | 1.30 | 4.28% | 1790万 | 250.03亿 | | 3 | 300502 | 新易監 ...

四、龙虎榜情况 两市共有3443只个股有融资资金买入，其中东方财富、胜宏科技、中科曙光排名前三，买入金额分别28.77亿元、28.52亿元、28.03亿元。融资买入额前10个 股详情见下表： | 代码 | 股票名称 | 融资买入额(亿元 | | --- | --- | --- | | 300059.SZ | 东方财富 | 28.77 | | 300476.SZ | 胜宏科技 | 28.52 | | 603019.SH | 中科曙光 | 28.03 | | 600111.SH | 北方稀土 | 23.75 | | 688256.SH | 寒武纪 | 22.31 | | 300502.SZ | 新易盛 | 22.08 | | 300274.SZ | 阳光电源 | 18.84 | | 300308.SZ | 中际旭创 | 18.42 | | 688981.SH | 中芯国际 | 17.58 | | 300803.SZ | 指南针 | 16.78 | 三、基金发行情况 昨日有5只新基金发行，分别为：建信上证科创板200ETF联接A、富国中证卫星产业ETF、建信上证科创板200ETF联接C、富国安景120天滚动持有债券 ...

截至2025年8月27日午间收盘，中证数字经济主题指数(931582)强势上涨3.41%，成分股中科创达 (300496)上涨16.86%，财富趋势(688318)上涨12.62%，澜起科技(688008)上涨10.31%，瑞芯微(603893)， 兆易创新(603986)等个股跟涨。数字经济ETF(560800)半日收涨3.30%，最新价报1元。拉长时间看，截 至2025年8月26日，数字经济ETF近1周累计上涨12.01%。 (以上所列示股票为指数成份股，仅做示意不作为个股推荐。过往持仓情况不代表基金未来的投资方 向，也不代表具体的投资建议，投资方向、基金具体持仓可能发生变化。市场有风险，投资需谨慎。) 数字经济ETF(560800)，场外联接(鹏扬中证数字经济主题ETF发起式联接A：015787；鹏扬中证数字经 济主题ETF发起式联接C：015788)。 风险提示：本产品由鹏扬基金发行与管理，销售机构不承担产品的投资、兑付和风险管理责任。基金管 理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不保证基金一定盈利，也不保证最低收 益。基金的过往业绩并不预示其未来表现，本公司管理的其他基金的业绩并不 ...

东方财富成交额达100亿元，现涨超1%。 ...

南财金融终端数据显示，昨日（8月26日，下同）上证综指日内下跌0.39%，收于3868.38点，最高 3888.6点；深证成指日内上涨0.26%，收于12473.17点，最高12561.49点；创业板指日内下跌0.76%，收 于2742.13点，最高2773.24点。 一、证券市场回顾 昨日有5只新基金发行，分别为：建信上证科创板200ETF联接A、富国中证卫星产业ETF、建信上证科 创板200ETF联接C、富国安景120天滚动持有债券发起式C、富国安景120天滚动持有债券发起式A，详 情见下表： | 伏码 | 基金名称 | 发行日期 | 投资类型 | 基金公司 | | --- | --- | --- | --- | --- | | 023686.OF | 建信上证科创板200ETF联接A | 20250826 | 股票型 | 建信基金管理有限责任公司 | | 563230.SH | 富国中证卫星产业ETF | 20250826 | 股票型 | 富国基金管理有限公司 | | 023687.OF | 建信上证科创板200ETF联接C | 20250826 | 股票型 | 建信基金管理有限责任公司 | | 025 ...