Core Viewpoint - The latest financing balance of the ChiNext market is 345.083 billion yuan, with a week-on-week increase of 1.041 billion yuan, indicating a positive trend in market financing activity [1] Financing Balance Overview - As of June 23, the total margin balance of ChiNext stocks reached 345.991 billion yuan, an increase of 1.056 billion yuan from the previous trading day [1] - The financing balance specifically amounted to 345.083 billion yuan, reflecting a week-on-week increase of 1.041 billion yuan, while the securities lending balance was 90.9 million yuan, up by 15.5516 million yuan [1] Stocks with Increased Financing Balance - A total of 491 ChiNext stocks saw an increase in financing balance, with 29 stocks experiencing a growth rate exceeding 10% [1] - The stock with the highest increase in financing balance was Haike Xinyuan, which reached 90.5702 million yuan, marking a 76.65% increase from the previous day [1][3] - Other notable stocks with significant increases include C Xinhenghui (67.06%) and Sifang Jingchuang (30.21%) [1][3] Market Performance of Stocks - Among the stocks with a financing balance increase of over 10%, the average increase in stock price was 3.60%, with 23 stocks rising and one stock, Yihua New Material, hitting the daily limit [1] - The top gainers included Sifang Jingchuang (19.97%), Haike Xinyuan (13.44%), and Xinjin Power (13.05%) [1] Stocks with Decreased Financing Balance - A total of 443 stocks experienced a decrease in financing balance, with 25 stocks showing a decline of over 5% [4] - The stock with the largest decrease was Hengyu Xintong, with a financing balance of 15.2729 million yuan, down by 22.88% [4][5] - Other significant declines were observed in Zhejiang Huayuan (21.37%) and Tongling Co., Ltd. (18.77%) [4][5] Stocks with Notable Financing Balance Changes - A detailed table lists stocks with increased and decreased financing balances, highlighting their respective changes in financing balance, closing prices, and daily price fluctuations [3][4][5]

Summary of Key Points Core Viewpoint - As of June 23, the total market financing balance reached 1.81 trillion yuan, indicating a daily increase of 4.22 billion yuan, with notable net purchases in various sectors, particularly in technology, banking, and pharmaceuticals [1]. Group 1: Market Financing Overview - The financing balance in the Shanghai market was 913.05 billion yuan, increasing by 1.99 billion yuan from the previous trading day [1]. - The financing balance in the Shenzhen market was 886.65 billion yuan, with an increase of 2.12 billion yuan [1]. - The financing balance in the Beijing Stock Exchange was 5.47 billion yuan, up by 102 million yuan [1]. Group 2: Individual Stock Performance - On June 23, a total of 1,984 stocks received net financing purchases, with 373 stocks having net purchases exceeding 10 million yuan [1]. - The top net purchase stock was Sifang Jingchuang, with a net purchase amount of 410.23 million yuan, followed by Hengbao Co. and China Merchants South Oil with net purchases of 22.08 million yuan and 12.82 million yuan, respectively [2]. - The sectors with the highest concentration of stocks receiving net purchases over 50 million yuan included computer, banking, and pharmaceutical industries, with 5, 4, and 3 stocks respectively [1]. Group 3: Financing Balance and Market Capitalization - The average financing balance as a percentage of market capitalization for stocks with significant net purchases was 4.28% [2]. - The stock with the highest financing balance relative to its market capitalization was Tibet Tianlu, with a financing balance of 1.09 billion yuan, accounting for 9.73% of its market value [2]. - Other notable stocks with high financing balance percentages included Jianghuai Automobile (8.92%), Hengbao Co. (8.15%), and Tianyang Technology (8.08%) [2].

1、行情 指数今天小幅低开高走。 题材方面，油气板块集体高开，山东墨龙7连板，茂化实华3连板，渤海化学、神开股份、准油股份、泰山石油纷纷涨停； 港口、航运板块也携手高开，宁波海运、兴通股份2连板，宁波海运、招商南油（炸）、南京港、连云港涨停； 固态电池全天单边走高，诺德股份5连板，湘潭电化3连板，英联股份2连板，金龙羽、泰和科技（20CM）、光华科技、腾远钴业（20CM炸） 先后涨停，信宇人、海科新源涨超10%； 数字货币、跨境支付板块单边走强并于午后加速，吉大正元、海联金汇、神州信息于上午先后涨停；午后，恒宝股份、四方精创（20CM）、 优博讯（20CM回封）、中科金财、天源迪科（20CM摸板）涨停，拉卡拉、先进数通、汇金股份、雄帝科技、法本信息、华峰超纤等均一度 涨超10%； 此外，石墨烯、AI医疗、军工、PCB、PET铜箔等概念均有局部强势表现。 半导体板块开盘走强，中晶科技、大为股份、波长光电（20CM）等纷纷涨停，扬帆新材、芯导科技、炬光科技、晶方科技、精测电子、台基 股份、大港股份等集体大涨； 不过早盘仅有局部个股发力，吉大正元、海联金汇、神州信息先后涨停，优博讯、先进数通等盘中涨超10%。 直到 ...

今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 5.82 | 出海50 | -0.26 | | 电子身份证 | 5.58 | 超级品牌 | -0.04 | | 数字货币 | 5.20 | 猪肉 | 0.09 | | 跨境支付(CIPS) | 4.47 | 白酒概念 | 0.10 | | 可燃冰 | 4.25 | 芬太尼 | 0.10 | | 移动支付 | 3.89 | 养鸡 | 0.24 | | 数据确权 | 3.89 | 特钢概念 | 0.46 | | 财税数字化 | 3.64 | 青蒿素 | 0.46 | | 华为鲲鹏 | 3.52 | 高股息精选 | 0.53 | | Web3.0 | 3.49 | 啤酒概念 | 0.57 | 资金面上看，今日数字货币概念板块获主力资金净流入37.38亿元，其中，69股获主力资金净流入，12 股主力资金净流入超亿元，净流入资金居首的是天源迪科，今日主力资金净流入6.13亿元，净流入资金 居前的还有恒宝股份、海联金汇、四方精创等，主力资金分别净流入4.2 ...

（原标题：计算机行业6月23日资金流向日报） 沪指6月23日上涨0.65%，申万所属行业中，今日上涨的有28个，涨幅居前的行业为计算机、国防军工，涨幅分别为2.25%、1.97%。计算机行业位 居今日涨幅榜首位。跌幅居前的行业为食品饮料、家用电器、钢铁，跌幅分别为0.80%、0.43%、0.11%。 计算机行业今日上涨2.25%，全天主力资金净流入31.75亿元，该行业所属的个股共336只，今日上涨的有305只，涨停的有6只；下跌的有27只。以 资金流向数据进行统计，该行业资金净流入的个股有171只，其中，净流入资金超亿元的有12只，净流入资金居首的是天源迪科，今日净流入资金 6.13亿元，紧随其后的是中国软件、四方精创，净流入资金分别为3.12亿元、2.22亿元。计算机行业资金净流出个股中，资金净流出超3000万元的 有7只，净流出资金居前的有同花顺、金桥信息、拓维信息，净流出资金分别为8330.40万元、6022.94万元、5485.30万元。（数据宝） 计算机行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- ...

（原标题：数据确权概念涨3.89%，主力资金净流入29股） 截至6月23日收盘，数据确权概念上涨3.89%，位居概念板块涨幅第7，板块内，59股上涨，优博讯20%涨停，中科金财、安妮股份、ST广网等涨 停，四方精创、拉卡拉、先进数通等涨幅居前，分别上涨19.97%、13.04%、12.87%。跌幅居前的有新华文轩、ST易联众等，分别下跌2.68%、 0.48%。 今日涨跌幅居前的概念板块 | 301169 零点有数 | 2.00 | 2.03 | -107.87 | -1.90 | | --- | --- | --- | --- | --- | | 301091 深城交 | 0.53 | 0.74 | -108.32 | -1.06 | | 300659 中孚信息 | 3.67 | 4.20 | -123.43 | -1.13 | | 688051 佳华科技 | 3.24 | 0.68 | -127.79 | -10.28 | | 601999 出版传媒 | 1.99 | 1.05 | -136.31 | -3.54 | | 002117 东港股份 | 2.42 | 4.91 | -155.28 | -0.5 ...

Core Viewpoint - The computer sector is experiencing a rise, particularly in software ETFs, driven by increased interest in stablecoins and advancements in AI technology [1][3][4]. Group 1: Software ETFs Performance - Software 50 ETF (159590) rose by 2.14%, marking two consecutive days of net inflow [1]. - The majority of the underlying index components for Software 50 ETF showed positive performance, with notable gains from companies like Four Directions Technology (20% limit up), Hengsheng Electronics, and Jingbeifang, which rose over 6% [3]. - The stablecoin sector has garnered significant attention, with at least 16 brokerages publishing over 24 research reports focused on stablecoins in the past week [3]. Group 2: Stablecoin Developments - The U.S. has passed a stablecoin bill, leading to a continuous rise in Circle's stock price, while Hong Kong's stablecoin regulations will take effect on August 1, 2025 [3]. - Analysts believe that the global regulatory landscape is improving, which is expected to promote the compliant and stable development of the stablecoin industry [3]. Group 3: AI and Technology Advancements - Huawei's Developer Conference (HDC 2025) showcased the official release of HarmonyOS 6, emphasizing a new all-scenario architecture and the launch of over 50 Harmony agents [3]. - The AI sector is witnessing rapid commercialization, with OpenAI announcing an ARR of $10 billion, nearly doubling year-on-year, and Kuaishou reporting over 150 million yuan in revenue for its AI products [3][4]. Group 4: Investment Opportunities - Key investment opportunities for the second half of 2025 include domestic substitution in the chip sector, with significant advancements in AI chips and the release of the DeepSeek-R1 model [4][5]. - The domestic computing power infrastructure is expected to see concentrated deliveries, with advancements in liquid cooling technology driving growth in the cloud computing market [5]. Group 5: Index Composition - The DeepSeek concept stocks hold a weight of 48.1% in the Zhongzheng Xinchuang Index, with significant allocations in computer software (43%), cloud services (23%), and semiconductor sectors (13%) [6]. - The Software 50 ETF focuses on a comprehensive layout of the AI software industry chain, with approximately 67% of its weight in application software and over 15% in AI-related fields [6].

今日午后，A股上涨。数字货币、AI眼镜、创新药、可控核聚变等板块轮番启动，拉动大盘上涨。全市 场成交额11469亿元，较上个交易日放量552亿元。全市场超4400只个股上涨。 数字货币概念股午后掀起涨停潮，保税科技、恒宝股份、中科金财等多股涨停。四方精创（300468）盘 中"20CM"涨停，截至收盘上涨19.97%，成交额为79.75亿元，位居A股第一。 截至收盘，上证指数上涨0.65%，深证成指上涨0.43%，创业板指上涨0.39%。板块方面，跨境支付、港 口航运、军工信息化、油气等板块涨幅居前，白酒等少数板块下跌。 数字货币概念股大涨 数字货币概念股午后掀涨停潮，保税科技、恒宝股份、中科金财多股涨停。其中，四方精创盘 中"20CM"涨停。 | 全部 | 3日内有涨停 | 连续3日主力净 连板 | | --- | --- | --- | | 名称/代码 | 最新 ◆ | 涨幅 = 5日涨幅 = ▶ | | 优博讯 | | 21.14 +19.98% +19.77% | | 300531 | | | | 首板 最终涨停13:10 | | | | 四方精创 | 47.39 | +19.97% +29.20% ...

Market Overview - The stock indices in both markets rose, driven by the performance of brokerage and banking sectors, with the Shanghai Composite Index up by 0.65% to 3381.58 points, and the Shenzhen Component Index up by 0.43% to 10048.39 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 11,471 billion yuan, an increase of approximately 550 billion yuan compared to the previous day [1] Oil Sector - The oil sector showed strong performance, with stocks like Maohua Shihua hitting the limit up for three consecutive days, and Zhun Oil shares achieving six limit ups in seven days [3][4] - Other notable performers included Taishan Petroleum and Beiken Energy, both of which saw significant gains [3] - The geopolitical situation, particularly the U.S. attacks on Iranian nuclear facilities, is expected to lead to a substantial increase in oil prices, with Brent crude futures potentially breaking through $80 per barrel [5][7] Shipping Sector - The shipping sector also experienced a surge, with stocks like Ningbo Shipping and Baoshui Technology hitting the limit up, and other companies like Lianyungang and Nanjing Port also achieving limit ups [6] - The potential closure of the Strait of Hormuz by Iran could have a destructive impact on global oil trade, as approximately one-third of the world's oil trade passes through this route [7] Cross-Border Payment Sector - The cross-border payment sector saw strong performance, with stocks like Sifang Precision and Youbo Information hitting the limit up [9][10] - The launch of the cross-border payment system between mainland China and Hong Kong is expected to enhance payment efficiency and service levels, with global cross-border payment transactions projected to grow significantly in the coming years [11] Cobalt Sector - The cobalt sector was active, with companies like Tengyuan Cobalt and China Ruilin seeing significant price increases [13][14] - The extension of the cobalt export ban by the Democratic Republic of the Congo is anticipated to lead to a supply shortage, potentially driving cobalt prices higher [15]

沪深两市今日成交额合计11226.29亿元，四方精创成交额居首 6月23日，沪深两市全天成交额合计11226.29亿元，较上一日增量548.91亿元。其中，沪市成交额为 4427.89亿元（上一交易日为4108.73亿元），成交量为3.85亿手（上一交易日为3.5亿手）；深市成交额 为6798.4亿元（上一交易日为6568.65亿元），成交量为5.39亿手（上一交易日为5.17亿手）。四方精创 成交额居首，为79.75亿元。其次是中际旭创、拉卡拉、恒宝股份、新易盛，成交额分别为67.67亿元、 62.89亿元、44.1亿元、42.84亿元。 ...