8月15日，市场全天震荡反弹，创业板指领涨。截至收盘，沪指涨0.83%，深成指涨1.6%，创业板指涨2.61%。 当下的A股，是牛市吗？今年4月以来，越来越多股民的答案变成了"是"。 罕见"红周五"，超4600家上涨 8月15日，三大指数午后持续走高，个股涨多跌少，全市场超4600只个股上涨，逾百股涨停。沪深两市全天成交额2.24万亿元，较上个交 易日缩量346亿。 盘面上看，行业板块几乎全线上扬，PEEK材料、液冷服务器、证券、风电设备、半导体等板块涨幅居前，仅兵装重组概念、银行板块下 跌。 "新手小白想开户，求一个靠谱的券商经理。""身边的朋友们都在讨论股市，我有一种再不进场就晚了的紧迫感。"近日，上证指数持续 上涨，股票开户也随之成为社交平台上的热门话题。 "最近上证指数突破新高，身边的朋友们都在讨论股市，我有一种再不进场就晚了的紧迫感。"北京的李女士向记者表示，行情这么好， 她也想抓住这波机会，赶紧上车。 具体来看，券商、金融科技等大金融股集体大涨，指南针20%涨停，长城证券、天风证券、大智慧涨停，同花顺、财富趋势涨超10%； 东方财富涨9.85%，全天成交额达442亿元。 另据潮新闻报道，30岁的文 ...

| | | 护股通( | 8月15日 ) | | | | --- | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金額 | 前一交易日净买人额 | 法幅(%) | | | | | (亿元) | (亿元) | | | 7 | 600030 | 中信证券 | 28.01 | | | | 2 | 600519 | 贵州茅台 | 26.43 | | | | 3 | 688256 | 基武纪 | 24 74 | | | | 4 | 601318 | 中国平安 | 20.71 | | | | 5 | 600276 | 恒瑞医药 | 19 46 | | | | 6 | 600036 | 招商银行 | 19.17 | | | | 7 | 688041 | 海光信息 | 18.96 | | | | B | 601138 | 工业高联 | 18 39 | | | | 9 | 601899 | 紫金矿业 | 16 23 | | | | 10 | 603259 | 药明康德 | 16.06 | | | | | | 深胶通( | 8月15日 ) | | | | | | | ...

Market Overview - The Shanghai Composite Index closed up by 0.83% today, with a net inflow of large orders amounting to 25.936 billion yuan across both markets [2] - A total of 2,310 stocks experienced net inflows from large orders, while 2,581 stocks saw net outflows [2] Sector Performance - Among the 19 sectors with net inflows, the non-bank financial sector led with a net inflow of 13.554 billion yuan and an index increase of 3.16% [2] - The power equipment sector followed with a net inflow of 5.564 billion yuan and a rise of 2.85% [2] - The sectors with net outflows included telecommunications, which saw a net outflow of 2.398 billion yuan, and banking, with a net outflow of 2.147 billion yuan [2] Individual Stock Performance - 56 stocks had net inflows exceeding 200 million yuan, with Dongfang Caifu leading at 6.147 billion yuan [2] - Tianfeng Securities ranked second with a net inflow of 2.228 billion yuan [2] - The stocks with the highest net outflows included Huasheng Tiancai with a net outflow of 1.168 billion yuan, followed by Sifang Precision and Heertai with outflows of 799 million yuan and 722 million yuan, respectively [2] Stock Price Movements - Stocks with net inflows over 200 million yuan averaged an increase of 8.89%, outperforming the Shanghai Composite Index [3] - Notable performers included stocks that closed at their daily limit, such as Zhina and Chuanhuan Technology [3] Industry Concentration - The top stocks with significant net inflows were concentrated in the computer, power equipment, and non-bank financial sectors, with 10, 7, and 7 stocks respectively [4]

Group 1 - The internet insurance concept index rose by 3.33%, ranking 10th among concept sectors, with 20 stocks increasing in value, led by Guoyuan Technology, Dongfang Wealth, and Zhisheng Information, which rose by 22.29%, 9.85%, and 6.86% respectively [1] - The internet insurance sector saw a net inflow of 6.563 billion yuan, with 13 stocks receiving net inflows, and 7 stocks attracting over 30 million yuan in net inflows. Dongfang Wealth topped the list with a net inflow of 5.713 billion yuan, followed by China Ping An, New China Life, and China Life Insurance with net inflows of 387 million yuan, 268 million yuan, and 6.285 million yuan respectively [2][3] - In terms of net inflow ratios, New China Life, Dongfang Wealth, and Shenzhen Energy had the highest ratios at 13.16%, 12.92%, and 9.45% respectively [3] Group 2 - The digital economy ETF, tracking the CSI Digital Economy Theme Index, experienced a 5-day increase of 8.36% and has a price-to-earnings ratio of 63.62 times, with the latest share count at 890 million, down by 18 million shares, and a net inflow of 4.478 million yuan [6]

8月15日，上证指数、深证成指、创业板指、科创50指数早盘低开高走，午后持续上扬。截至收盘，上 证指数报3696.77点，涨0.83%，成交额9606.25亿元；深证成指报11634.67点，涨1.6%，成交额12839.87 亿元；创业板指报2534.22点，涨2.61%，成交额6601.7亿元；科创50指数报1101.29点，涨1.43%，成交 额531.57亿元。沪深两市合计成交22446.12亿元，连续3个交易日突破2万亿元，成交额较上一交易日减 少345.97亿元。 证券、电力设备等行业走强大元泵业、*ST华嵘均5连板 Wind统计显示，沪深两市主力资金今日净流入23.6亿元；其中，创业板主力资金净流入79.59亿元；沪 深300成份股主力资金净流入60.23亿元，科创板主力资金净流出29.19亿元。 盘面上来看，行业板块、概念涨多跌少。其中，证券、电力设备、计算机、建筑材料、有色金属、化 工、房地产、电子、机械设备、保险等行业涨幅靠前；PEEK材料、液冷、PCB、券商、地热能、钙钛 矿电池、铜缆高速连接、有机硅、复合集流体等概念走势活跃。仅有银行、饮料等少数几个行业下跌； 赛马、退税商店等概念走势 ...

仅歇一日，"牛市双旗手"——券商、金融科技大举反攻，带动A股行情继续向上！周五（8月15日），沪指盘中再度突破3700点关口，收涨0.83%报3696.77 点，创2021年9月17日以来收盘新高！创业板指反包大涨2.61%再刷年内新高。市场逾4600股上涨，成交额连续3日突破2万亿元。 盘面上，"牛市双旗手"于午前启动，午后彻底爆发。金融科技尽显高弹性，指南针20CM涨停，规模、流动性同类断层第一的金融科技ETF（159851）一度 冲击7%，成交翻倍激增至21亿元，量价齐创历史新高！ 券商同步疯涨，长城证券3连板，"券茅"东方财富飙升9.85%，成交442.12亿元，继续霸居A股断层第一！A股顶流券商ETF（512000）午后涨幅一度逼近 6%，爆量成交27.47亿元，量价创出年内新高。 地产板块崛起，地产ETF（159707）场内价格劲涨3.11%追平年内高点。消息面，近日北京、苏州等多地发布住房公积金新政。根据国家统计局最新数据，7 月份各线城市商品住宅销售价格同比降幅继续收窄。 科技股继续活跃，科技ETF（515000）、硬科技宽基双创龙头ETF（588330）场内涨逾1.5%。"AI双子星"——创 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300059 | 东方财富 | 9.85 | 12.69 | 571257.22 | | 601162 | 天风证券 | 9.92 | 16.49 | 241140.09 | | 600030 | 中信证券 | 4.89 | 3.29 | 122621.42 | | 601696 | 中银证券 | 8.67 | 13.02 | 66849.67 | | 601318 | 中国平安 | 0.30 | 0.83 | 38651.48 | | 601099 | 太平洋 | 5.64 | 11.80 | 36962.39 | | 601688 | 华泰证券 | 1.30 | 2.96 | 32841.98 | | 601211 | 国泰海通 | 2.08 | 1.82 | 27496.63 | | 601336 | 新华保险 | 3.38 | 1.48 | 26837.67 | | 601788 | 光大证券 | 2.84 | 3.28 | 24172.65 ...

Core Viewpoint - The A-share market showed strong performance today, with major indices rebounding significantly after recent declines, indicating a potential shift in market sentiment and investor confidence [2][3][5]. Market Performance - The three major indices closed with gains: Shanghai Composite Index up 0.83% at 3696.77 points, Shenzhen Component Index up 1.60% at 11634.67 points, and ChiNext Index up 2.61% at 2534.22 points [2]. - The trading volume in the Shanghai and Shenzhen markets exceeded 2 trillion yuan for three consecutive days, reaching 22,446 billion yuan today, a slight decrease of 346 billion yuan from the previous day [2]. Sector Analysis - The brokerage sector played a crucial role in today's market rally, contributing significantly to the Shenzhen index, with about half of the top 20 companies contributing to index points being brokerages [4]. - The technology sector was active, particularly in three areas: PEEK materials (robotic skin), liquid cooling concepts, and PCB concepts, despite a significant drop in U.S. chip stocks [4]. - The banking sector experienced a notable decline, with an overall drop of 1.09%, which pressured the Shanghai Composite Index [5]. Investor Sentiment - Despite the strong index performance, individual stock gains were modest, with the median rebound of stocks being approximately 1.2%, which is less than half of the previous day's median decline of around 2% [3]. - The market is characterized by structural trends, with about 2,800 companies still in a bearish arrangement, indicating limited potential for widespread declines [4]. Conclusion - The current market environment reflects a complex interplay of sector performances, with the brokerage sector leading the charge while other sectors like banking face challenges. Investors are advised to remain cautious and patient in navigating this structural market [5][6].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 今天，A股低开高走，全市场超4600只个股上涨。 截至收盘，上证指数涨0.83%，深证成指涨1.6%，创业板指涨2.61%。全市场成交额约2.27万亿元，较上 个交易日缩量334亿元。 券商股、金融科技股集体大涨，指南针、同花顺创历史新高。东方财富、中信证券、同花顺、指南针包 揽今天A股成交额前四名，合计成交额逼近800亿元，其中东方财富（300059）以442.12亿元的成交额位 居A股第一。 热门个股方面，洪通燃气涨停，斩获"9天7板"。大元泵业涨停，收获"5连板"。 机器人概念板块掀涨停潮，均普智能、金田股份等多股涨停。消息面上，2025世界机器人运动会8月15 日至17日举行。来自16个国家的280支队伍参赛，包括192支高校队和88支企业队，汇聚500余台人形机 器人，覆盖127个品牌。天工、宇树科技、加速进化等国内头部人形机器人整机制造企业参与其中。 芯片股午后拉升，东芯股份涨4.21%，创历史新高。 券商、金融科技股爆发 今天券商、金融科技股强势上涨，东方财富涨9.85%；指南针"20CM"涨停，同花顺涨16.27%，二者 ...

Market Overview - A-shares opened lower but closed higher, with over 4600 stocks rising across the market [1] - The Shanghai Composite Index rose by 0.83%, the Shenzhen Component Index increased by 1.6%, and the ChiNext Index gained 2.61% [1] - Total market turnover was approximately 2.27 trillion yuan, a decrease of 33.4 billion yuan compared to the previous trading day [1] Sector Performance - PEEK materials, liquid-cooled servers, PCB, and securities sectors saw significant gains, while a few sectors like banking experienced declines [2] - Brokerage and fintech stocks surged, with stocks like Zhina Compass (300803) and Tonghuashun (300033) reaching all-time highs [2][3] - The top four stocks by turnover were Dongfang Caifu (300059), CITIC Securities, Tonghuashun, and Zhina Compass, collectively accounting for nearly 80 billion yuan in turnover [2][6] Notable Stocks - Dongfang Caifu had a turnover of 44.212 billion yuan, ranking first in A-share turnover [6][7] - Zhina Compass and Tonghuashun saw price increases of 20% and 16.27% respectively, with both stocks hitting historical highs [3][4] - The robotics sector experienced a surge, with multiple stocks hitting the daily limit, driven by the upcoming 2025 World Robot Conference [2] Chip Sector - Chip stocks rallied in the afternoon, with Dongxin Co. rising by 4.21% to reach a historical high [2] PCB Sector - The PCB sector saw strong performance, with multiple stocks hitting the daily limit, including Yidong Electronics and Zhongfu Circuit [10] - The PCB industry is expected to enter a new growth cycle, driven by the acceleration of AI applications and the recovery of consumer electronics demand [13]