Group 1 - The ChiNext Index showed strong performance with an intraday increase of 4.6% on September 11, indicating a bullish market trend [1] - The Tianhong ChiNext ETF (159977) rose by 4.18% with a trading volume exceeding 200 million, highlighting significant investor interest in high-growth stocks [1] - Key stocks within the ChiNext ETF, such as Shenghong Technology and Zhongji Xuchuang, experienced gains exceeding 10%, reflecting strong market sentiment [1] Group 2 - The Tianhong CSI A500 ETF (159360) increased by 1.77% with a trading volume over 88 million, indicating active trading and investor engagement [1] - The CSI A500 Index, which the Tianhong ETF tracks, consists of 500 large-cap, liquid stocks across various industries, providing a broad representation of the market [1] - Recent low funding rates and a generally loose monetary environment have contributed to increased trading volumes in the A-share market, surpassing 2 trillion for several consecutive days [1] Group 3 - Dongguan Securities noted that the A-share market has experienced high-level fluctuations due to profit-taking after five months of gains, but the core logic for continued market growth remains intact [2] - Tianfeng Securities highlighted the gradual commercialization of AI in China, with internet companies reporting substantial returns on AI investments, suggesting a rapid iteration cycle for AI applications [2]

Group 1 - The core point of the article highlights that several companies in the A-share market, including Shenghong Technology, Xinyisheng, Zhongji Xuchuang, and Cambricon, have all recorded transaction volumes exceeding 20 billion yuan [1] Group 2 - Shenghong Technology, Xinyisheng, Zhongji Xuchuang, and Cambricon are specifically mentioned as having significant trading activity, indicating strong investor interest [1]

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 近期大科技板块宽幅震荡，部分重仓相关赛道的主动权益基金表现开始出现分化。尤其是对 比二季度末基金重仓的科技股走势来看，部分重仓算力等细分领域的赛道型基金净值波动幅 度明显收敛，而部分没有重仓科技赛道的主动权益基金净值近期波动幅度却显著放大，分化 背后或显示基金经理进行了较大幅度的调仓换股。 对于算力等科技领域的调整幅度较大，业内机构分析认为，主要由于拥挤度较高的科技成长 大市值品种出现一定程度的抱团分化，此番整固或是市场在数月上涨之后消化估值泡沫的降 温行为。从当前人工智能（AI）产业发展情况以及投资组合构建策略来看，部分主动权益产品 的基金经理开始增加对AI应用的关注，包括汽车智能驾驶、AI硬件、AI人形机器人、积极拥抱 AI的互联网企业等方向。 部分赛道型基金疑似调仓 9月4日，以算力为代表的AI硬件板块集体大幅回调，新易盛、中际旭创、天孚通信三家龙头 公司当日跌幅都在13%以上。 值得注意的是，今年业绩十分出众的赛道型基金——永赢科技智选二季度末的前三大重仓股 即为上述三只股票，并且仓位占比均 ...

| 银行 | | | | 江阴银行 | | | --- | --- | --- | --- | --- | --- | | 石油石化 | -0.56 | 78.75 | -3.44 | 科力股份 | -5.75 | | 社会服务 | -0.56 | 135.63 | 4.23 | 岭南控股 | -6.24 | | 纺织服饰 | -0.59 | 87.76 | -15.16 | 曼卡龙 | -5.35 | （文章来源：证券时报网） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 电子 | 5.80 | 2945.14 | 42.85 | 海光信息 | 20.00 | | 通信 | 5.42 | 1196.09 | 20.31 | 中际旭创 | 13.98 | | 计算机 | 3.31 | 1256.30 | 45.96 | 慧翰股份 | 20.00 | | 综合 | 2.96 | 58.04 | 74.56 | 东阳光 | 6.78 | | 农林牧渔 | 2.33 | ...

Core Viewpoint - The "Computing Power" sector has seen a significant surge, driven by the emergence of new combinations like "Dagu Wen Chain," which includes stocks related to Nvidia, Google, and Oracle, leading to a collective rise in major companies within the sector [1][6]. Group 1: Market Performance - The Computing Power sector experienced a notable increase, with major stocks such as Shenghong Technology rising by 8.36% and reaching a historical high, while Industrial Fulian hit the daily limit and achieved a market value of 1.17 trillion yuan [1][2]. - The A-share market saw the Computing Power sector dominate the trading volume, with several stocks exceeding 10 billion yuan in transaction value [1][2]. - The Shanghai Composite Index rose by 1.12%, the Shenzhen Component Index increased by 2.63%, and the ChiNext Index surged by 4.31% [3]. Group 2: Catalysts for Growth - Two main catalysts contributed to the rise: the overnight performance of US tech giants like Oracle, which saw a gain of over 35%, and the upcoming 26th China International Optoelectronic Exposition (CIOE) scheduled for September 2025 [6]. - Analysts noted that the ongoing capital expenditure from both overseas tech leaders and domestic cloud service providers from 2023 to 2025 is a crucial support for the Computing Power sector's strength [6]. Group 3: Investment Opportunities - Analysts from GF Securities highlighted the continued investment opportunities in leading optical module stocks, driven by optimistic capital expenditure guidance from tech giants and a sustained demand for ASICs (Application-Specific Integrated Circuits) [7]. - The Computing Power sector's growth is supported by a gradient in the artificial intelligence industry, where infrastructure expansion in GPUs, memory, and networks is followed by accelerated commercialization of models and applications [6].

继"易中天""纪联（连）海"后，算力板块又冒出新组合——"达谷文链"。 今天上午，在"达谷文链"新组合市场情绪驱动下，算力板块大涨，胜宏科技（300476）、新易盛（300502）、工业富联（601138）、中际旭创 （300308）、寒武纪、东山精密（002384）、海光信息、中科曙光（603019）等大市值龙头股集体大涨。其中，胜宏科技上涨8.36%，盘中股价创历史新 高。工业富联涨停，迎来"两连板"，股价创历史新高，最新市值为1.17万亿元。海光信息"20CM"涨停，股价创历史新高。 同时，在上午A股成交额排行榜上，以算力为代表的科技股占了大多数。其中，胜宏科技、新易盛、工业富联、中际旭创、寒武纪、海光信息、中芯国际 上午成交额均超百亿元，包揽A股成交额排行榜前七。 | 代码 | 名称 | 治區 | 总金额� | 总市值 | | --- | --- | --- | --- | --- | | 300202 | 新易盛 | +12.08% | 187.5 Z | 3731 乙 | | 300308 | 中标旭创 | +13.98% | 184.9 Z | 4876 乙 | | 300476 | 胜宏科技 ...

9月11日早盘，A股三大指数震荡走强，"双创"指数涨幅居前：创业板指涨超4%站上3000点，创3年多新 高；科创50指数涨超5%。截至午间收盘，上证指数报3855.10点，涨1.12%；深证成指报12887.73点，涨 2.63%；创业板指报3029.58点，涨4.31%。沪深北三市半日成交14962亿元。 算力硬件股再度走强 万亿市值巨头工业富联2连板 早盘，算力硬件股再度成为市场焦点，液冷、CPO、PCB等多个方向上涨，工业富联、中际旭创、新易 盛、胜宏科技、寒武纪五大龙头股集体走强。截至午间收盘，炬光科技以20%幅度涨停，中际旭创、新 易盛、天孚通信、寒武纪均涨超10%，景旺电子、东山精密、剑桥科技等多股涨停。 | < > | CPO概念 | | | ri Q | | --- | --- | --- | --- | --- | | | 4255.89 7.10% | | | | | 分时 | 五日 日K | 围 K | 目K | 更多, | | 成份股 | 股吧 | | 资讯 | | | 名称 | 最新 | 涨幅 ↓ | | 涨跌 | | 炬光科技 | 144.96 | 20.00% | | 24.16 ...

市场早盘持续走强，三大指数下探后快速回升，创业板指站上3000点。南财金融终端显示，截至早盘收 盘，沪指涨1.12%，深成指涨2.63%，创业板指涨4.31%。 盘面上热点较为集中，全市场超3300只个股上涨。 从板块来看，算力硬件股集体大涨，工业富联2连板； 芯片股爆发，赛微微电20cm涨停； 大金融板块表现活跃，国海证券涨停。 下跌方面，贵金属概念股重挫，西部黄金大跌。 沪深两市半日成交额1.48万亿元，较上个交易日放量1938亿。 个股方面，新易盛成交额超187亿元居首，中际旭创、胜宏科技、寒武纪成交额靠前。 | 护刻A股 | 上证A股 | 深证A股 | 创业板 | 科创板 风险警示 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 44000 | | 名称 | | 蛋糕 | 最新价 | 器具 | 粉速 | 盘比 | 接手率 | 原标 | 成交额▼ | | 1 300502 | | 新易盛 | | +12.08% | 375.40 | +40.45 | +0.51% | ...

A股三大指数11日早盘集体大涨，截至午盘，沪指涨1.12%，深成指涨2.63%，创业板指涨4.31%，北证 50指数涨1.49%，科创50指数涨5.34%。沪深京三市半日成交额14962亿元，较上日放量1934亿元。全市 场超3300只个股上涨。板块题材方面，CPO、PCB、半导体等算力硬件股领涨；贵金属、油气、旅游、 游戏、体育板块跌幅居前。盘面上，CPO、PCB、半导体等算力硬件股集体大涨，工业富联连续两日涨 停，海光信息触及20cm涨停创新高，寒武纪、中际旭创、新易盛多股涨超10%。机器人概念股表现活 跃，崇达技术、兆威机电、新时代封板涨停。6G、卫星通信概念股同样走高，东方通信、汇源通信、 星网锐捷涨幅居前。黄金股多数调整，西部黄金盘中跌超7%。旅游、影视院线等昨日上涨板块调整， 幸福蓝海跌超10%。 （来源同花顺，以上信息为南都·湾财社AI大数据自动生成） ...

Group 1 - The A-share market showed mixed performance on September 11, with the Shanghai Composite Index rising by 1.12%, the Shenzhen Component Index increasing by 2.63%, and the ChiNext Index gaining 4.31% to surpass 3000 points, with a total trading volume of 1.5 trillion yuan [1] - The AI industry chain stocks experienced a significant surge, with sectors such as CPO, PCB, and copper-clad laminates leading the gains [2] - The Nvidia industry chain index rose over 4%, with notable individual stock performances including Industrial Fulian reaching a historical high with a market cap exceeding 1.17 trillion yuan, and other companies like Huagong Technology and Cambrian Technologies also seeing substantial gains [4] Group 2 - OpenAI reportedly signed a deal to purchase $300 billion worth of computing power from Oracle over approximately five years, leading to a 36% surge in Oracle's stock price and a market cap increase of about $250 billion in one day [4] - The growth potential of the computing power industry chain is being re-evaluated in the A-share market, with leading companies showing a positive correlation between performance and stock prices, indicating a robust demand driven by global AI infrastructure expansion [4][5] - Domestic internet giants, including Alibaba, Tencent, and Baidu, reported a combined capital expenditure of 55.012 billion yuan in Q1 2025, reflecting a year-on-year growth rate of 99.38%, as they increase investments in AI-related businesses [6]