作者：金股通 本文源自：金融界 沪深两市数据显示，8月7日，融资净买入前十的股票分别为：寒武纪（5.33亿元）、北方稀土（4.07亿 元）、硕贝德（2.95亿元）、东山精密（2.57亿元）、太辰光（2.02亿元）、东方财富（2.01亿元）、博 瑞医药（1.90亿元）、西部证券（1.81亿元）、盛和资源（1.80亿元）、东信和平（1.69亿元）。 ...

Wind统计显示，8月7日，申万31个一级行业中有19个行业获融资净买入，其中，电子行业获融资净买 入额居首，当日净买入18.13亿元；获融资净买入居前的行业还有有色金属、国防军工、机械设备、化 工、计算机、非银金融等，净买入金额分别为14.76亿元、10.82亿元、9.12亿元、7.46亿元、6.03亿元、 5.75亿元。 个股方面，8月7日有1861只个股获融资净买入，净买入金额在3000万元以上的有170股。其中，20股获 融资净买入额超1亿元。寒武纪获融资净买入额居首，净买入5.33亿元；融资净买入金额居前的还有北 方稀土、硕贝德、东山精密、太辰光、东方财富、博瑞医药、西部证券、盛和资源等，净买入额分别为 4.07亿元、2.95亿元、2.57亿元、2.02亿元、2.01亿元、1.9亿元、1.81亿元、1.8亿元。 ...

8月7日，A股三大指数走势分化，沪指四连阳，盘中最高上探3645.12点，续刷阶段新高，创业板指、深 证成指收跌，两市成交额1.83万亿元，环比放量。 | 序号 代码 名称 | 两日图 现价 涨跌 涨跌幅 ▼ | | --- | --- | | 1 159876 有色龙头ETF > ~~~ 0.664 0.010 1.53% | | | 2 159707 地产ETF | -0.640 0.008 1.27% | | 3 515260 电子ETF | 0.975 0.006 0.62% | | 4 512800 银行ETF | brund 0.874 0.004 0.46% | | 5 512170 医疗ETF | 2. Am 0.369 0.001 0.27% | 盘面热点杂乱，全球贸易波动加剧，特朗普表示美国将对芯片和半导体征收约100%的关税，半导体、 消费电子联袂走强，电子ETF（515260）场内价格一度上涨1.8%。 地产午后拉升，代表A股龙头地产行情的地产ETF（159707）场内收涨逾1%。上海宣布明年将启动城中 村整体改造项目，2027年全面完成小梁薄板房屋改造，继续开展老旧小区改造。 银行延 ...

沪指8月7日上涨0.16%，申万所属行业中，今日上涨的有18个，涨幅居前的行业为有色金属、美容护 理，涨幅分别为1.20%、0.99%。跌幅居前的行业为医药生物、电力设备，跌幅分别为0.92%、0.74%。 通信行业位居今日跌幅榜第三。 资金面上看，两市主力资金全天净流出378.24亿元，今日有8个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨0.45%，全天净流入资金31.24亿元，其次是有色金属行业，日涨幅 为1.20%，净流入资金为6.50亿元。 主力资金净流出的行业有23个，机械设备行业主力资金净流出规模居首，全天净流出资金63.21亿元， 其次是国防军工行业，净流出资金为60.71亿元，净流出资金较多的还有医药生物、电力设备、计算机 等行业。 通信行业今日下跌0.47%，全天主力资金净流出31.77亿元，该行业所属的个股共125只，今日上涨的有 43只，涨停的有4只；下跌的有81只。以资金流向数据进行统计，该行业资金净流入的个股有31只，其 中，净流入资金超5000万元的有6只，净流入资金居首的是东信和平，今日净流入资金4.40亿元，紧随 其后的是特发信息、太辰光，净流入资金分 ...

证券之星消息，8月7日通信设备板块较上一交易日下跌0.46%，中光防雷领跌。当日上证指数报收于 3639.67，上涨0.16%。深证成指报收于11157.94，下跌0.18%。通信设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002313 | 日海智能 | 13.60 | 10.03% | 87.02万 | | 11.57亿 | | 000070 | 特发信息 | 8.56 | 10.03% | 130.22万 | | 11.01亿 | | 002017 | 东信和平 | 30.72 | 9.99% | 160.80万 | | 46.27 乙 | | 300570 | 太辰光 | 125.21 | 6.59% | - 30.66万 | | 37.59亿 | | 002796 | 世嘉科技 | 14.44 | 6.02% | 36.90万 | | 5.21亿 | | 600775 | 南京熊猫 | 11.90 | 5.50% | 69.85万 | | 8 ...

机构表示，PEEK材料凭借其优异的性能，广泛应用于多个领域，未来有望成为人形机器人减重的重要材料，带动千亿级市场空间。 通信设备板块、液冷服务器概念亦走强，长芯博创（300548.SZ）涨超13%创历史新高，奕东电子（301123.SZ）涨超10%，长飞光纤（601869.SH）涨10%， 太辰光（300570.SZ）、兆龙互连（300913.SZ）大涨。 民生证券认为，近期海外巨头微软/谷歌/Meta/亚马逊相继披露财报，2025Q2各家CAPEX持续高企，四家单季度CAPEX合计约950亿美元，同比增长67%，环 比增长24%，并且均对未来CAPEX表达了乐观预期。此外，受AI需求驱动，微软和谷歌的云业务增速也迎来进一步提升。 银行、证券板块表现不俗，浦发银行（600000.SH）、信达证券（601059.SH）、红塔证券（601236.SH）、东兴证券（601198.SH）大涨。 消息面，近日，国务院常务会议部署实施个人消费贷款贴息政策与服务业经营主体贷款贴息政策，一方面对于贷款结构性贴息有利于提振消费、小微企业， 另一方面显示出政策导向上对银行息差的呵护态度，预计后续更多结构性货币政策工具有望出台。 ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 6.12 | 华为盘古 | -0.78 | | PEEK材料 | 4.11 | 仿制药一致性评价 | -0.55 | | 脑机接口 | 2.72 | Sora概念(文生视频) | -0.53 | | 铜缆高速连接 | 2.60 | 流感 | -0.50 | | 汽车热管理 | 1.89 | 幽门螺杆菌概念 | -0.50 | | 碳纤维 | 1.76 | 智谱AI | -0.48 | | 高压氧舱 | 1.76 | 创新药 | -0.46 | | 卫星导航 | 1.76 | 辅助生殖 | -0.44 | | 液冷服务器 | 1.75 | 肝炎概念 | -0.38 | | 成飞概念 | 1.74 | MLOps概念 | -0.36 | | 300991 | 创益通 | 3.75 | 10.72 | 279.44 | 0.90 | | --- | --- | --- | --- | --- | --- | | 301067 | 显盈科 | 1.55 | 13.34 | 15 ...

Group 1 - The core viewpoint of the article highlights the strong performance of optical modules and the 5G communication ETF, indicating a positive market trend in the AI computing infrastructure sector [1] - The overseas AI computing infrastructure is transitioning from an "investment phase" to a "harvest phase," with the market currently underestimating its long-term growth potential and certainty [1] - The overseas AI computing industry chain possesses significant advantages in technological ecology, business closure, and sustainable capital investment [1] Group 2 - The 5G communication ETF (515050) tracks the CSI 5G communication theme index, with a latest scale exceeding 6 billion yuan, focusing on key players in the Nvidia, Apple, and Huawei supply chains [1] - AI computing concept stocks account for over 30% of the ETF's weight, while optical module CPO concept stocks represent 31% and PCB circuit board concept stocks account for 15.95% [1] - The top ten weighted stocks in the ETF include major companies such as Zhongji Xuchuang, Xinyi Sheng, and Lixun Precision [1] Group 3 - For higher volatility, the company suggests considering the ChiNext AI ETF (159381), which tracks the ChiNext AI index and selects AI-focused companies listed on the ChiNext board [1] - The optical module weight in the ChiNext AI ETF exceeds 41%, with the top three constituent stocks being Zhongji Xuchuang (15.89%), Xinyi Sheng (14.86%), and Tianfu Communication (4.77%) [1] - The annual management fee rate for the ChiNext AI ETF is 0.15%, and the custody fee rate is 0.05%, making it the lowest comprehensive fee rate among comparable funds [1]

Group 1 - Copper cable stocks continued to strengthen in the afternoon, with Changxin Bochuang rising over 16%, reaching a historical high [2] - Yidong Electronics increased by over 10%, indicating strong market performance [2] - Other companies such as Xinke Materials, Taicheng Light, Zhaolong Interconnect, Changfei Fiber, and Huamai Technology also experienced gains [2]

Group 1 - The core viewpoint of the news is that the AI hardware sector, particularly optical modules, is experiencing a positive market response, with significant gains in related stocks and ETFs [1] - The leading stock, Taicheng Technology, rose over 5%, while other companies like Changxin Bochuang and Lian Te Technology saw increases of over 2% [1] - The AI-focused ETF (159363) recorded a trading volume exceeding 32 million yuan, with a net subscription of 28 million units, indicating strong investor interest [1] Group 2 - Galaxy Securities expresses optimism about the sustained high growth of computing power demand driven by AI applications, highlighting that the sector is still in a rapid development phase [2] - The report emphasizes the importance of capturing opportunities in computing power and applications, recommending the AI ETF and focusing on leading companies in the optical module sector [2] - The overseas AI computing infrastructure is transitioning from an "investment phase" to a "harvest phase," with significant long-term growth potential and sustainability in the industry [1][2]