Core Insights - The A-share artificial intelligence industry chain continues to show strong performance, with the high-computing power-focused ChiNext AI Index leading its peers, as of 9:47 AM on August 19, with the lowest fee ChiNext AI ETF (Huaxia, 159381) rising over 3% [1] - Major stocks such as LianTe Technology and Chengmai Technology surged over 12%, while Tianfu Communication increased by over 10% [1] - The ETF has seen real-time fund subscriptions during the trading session [1] Investment Trends - According to Guosheng Securities, investment in AI computing power is strengthening, with computing power becoming a "hard currency" [1] - Recent announcements from overseas CSP giants regarding AI computing power deployment plans have exceeded expectations, indicating strong demand for computing power [1] - Meta announced plans to build the world's largest data center cluster, with the Hyperion data center expected to expand to a scale of 5GW [1] - OpenAI's CEO Sam Altman emphasized the need for more GPUs and plans to raise hundreds of billions of dollars to build data centers due to capacity constraints [1] Market Dynamics - The sectors closely tied to AI computing power, such as optical modules, PCBs, servers, and switches, are expected to benefit significantly from the current wave of AI computing infrastructure development [1] - China's high-end optical modules hold a global market share of 70%, positioning them well in this AI computing power construction wave [1] - The ChiNext AI Index has over 41% weight in optical modules, with the top three constituent stocks being Zhongji Xuchuang (15.89%), Xinyi Sheng (14.86%), and Tianfu Communication (4.77%) [1] ETF Details - The annual management fee for the ChiNext AI ETF (Huaxia, 159381) is 0.15%, and the custody fee is 0.05%, making its overall fee structure the lowest among comparable funds [1]

Group 1 - Huawei Euler concept stock rose by 1.82%, ranking 9th in the concept sector, with 28 stocks increasing in value [1] - Notable gainers include Chengmai Technology with a 20% limit up, Sichuan Changhong also hitting the limit up, and other significant increases from Puyuan Information, Tuosida, and Runhe Software, which rose by 11.77%, 8.84%, and 8.02% respectively [1] - The leading decliners in the sector were Jingjiawei, Airun Software, and Wangda Software, which fell by 7.50%, 3.25%, and 1.73% respectively [1] Group 2 - The Huawei Euler concept sector saw a net inflow of 1.563 billion yuan, with 23 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflows [2] - Sichuan Changhong led the net inflow with 1.506 billion yuan, followed by Tuosida, Chengmai Technology, and Runhe Software with net inflows of 416.2 million yuan, 398.06 million yuan, and 273.05 million yuan respectively [2] - The net inflow ratios for Sichuan Changhong, Chengmai Technology, and Tuosida were 25.98%, 21.65%, and 14.17% respectively [3] Group 3 - The top stocks in the Huawei Euler concept based on net inflow included Sichuan Changhong, Tuosida, and Chengmai Technology, with respective daily price changes of 9.99%, 8.84%, and 20.00% [3] - Other notable stocks included Runhe Software with an 8.02% increase and Softcom Technology with a 4.10% increase [3] - The overall market performance showed a mixed trend with various sectors experiencing both gains and losses, indicating a dynamic trading environment [2][5]

诚迈科技今日涨停，全天换手率16.29%，成交额18.38亿元，振幅19.38%。龙虎榜数据显示，深股通净 买入277.70万元，营业部席位合计净买入6156.76万元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，深股通净买入277.70万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4.17亿元，其中，买入成交额为2.41亿 元，卖出成交额为1.76亿元，合计净买入6434.46万元。 具体来看，今日上榜的营业部中，深股通为第一大买入营业部及第一大卖出营业部，买入金额为 9884.82万元，卖出金额为9607.12万元，合计净买入277.70万元。 融资融券数据显示，该股最新（8月18日）两融余额为5.55亿元，其中，融资余额为5.54亿元，融券余额 为167.81万元。近5日融资余额合计减少1582.22万元，降幅为2.78%，融券余额合计增加53.41万元，增 幅46.69%。（数据宝） 诚迈科技8月19日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元 ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 减速器 | 2.62 | 兵装重组概念 | -1.86 | | 动物疫苗 | 2.47 | PEEK材料 | -1.35 | | 禽流感 | 2.45 | 中船系 | -1.32 | | F5G概念 | 1.88 | 互联网保险 | -1.11 | | 华为海思概念股 | 1.87 | 中芯国际概念 | -0.82 | | 乳业 | 1.85 | 光刻胶 | -0.74 | | 铜缆高速连接 | 1.84 | 国家大基金持股 | -0.70 | | 智能音箱 | 1.82 | 脑机接口 | -0.64 | | 华为欧拉 | 1.82 | BC电池 | -0.63 | | 共封装光学(CPO) | 1.80 | 页岩气 | -0.58 | 截至8月19日收盘，华为海思股概念上涨1.87%，位居概念板块涨幅第5，板块内，29股上涨，诚迈科技 20%涨停，四川长虹涨停，赛微电子、强瑞技术、晶升股份等涨幅居前，分别上涨11.69%、9.73%、 8.74%。跌幅居前的有芯源微、和而泰、通富微电等 ...

（来源同花顺，以上信息为南都·湾财社AI大数据自动生成） A股三大指数19日集体收跌，截至收盘，沪指窄幅震荡跌0.02%，深成指跌0.12%，创业板指跌0.17%， 北证50指数涨1.27%，沪深京三市全天成交额26407亿元，较上日缩量1685亿元。全市场超2900只个股 上涨。 板块题材上，白酒、创新药、华为海思概念走高，保险、军工装备板块调整。 盘面上，白酒板 块持续走强，酒鬼酒涨停，舍得酒业涨超6%。创新药板块冲高回落，申联生物、博济医药20CM涨停封 板，新天药业、济民健康等数只个股涨停封板。华为海思概念股震荡走强，诚迈科技20CM涨停，四川 长虹涨停封板。保险板块调整，中国人寿、中国太保跌超2%。军工装备板块调整，菲利华、光启技术 跌超6%。 ...

截至8月19日午后一小时，主力资金流入前20的股票分别为：四川长虹（12.88亿元）、中油资本（8.85 亿元）、拓普集团（8.49亿元）、赛力斯（5.81亿元）、御银股份（5.50亿元）、海立股份（5.25亿 元）、新易盛（4.57亿元）、国电电力（4.15亿元）、亨通光电（3.94亿元）、工业富联（3.91亿元）、 润和软件（3.90亿元）、塞力医疗（3.89亿元）、诚迈科技（3.75亿元）、南方精工（3.57亿元）、拓斯 达（3.50亿元）、酒鬼酒（3.44亿元）、国轩高科（3.40亿元）、广东建科（3.39亿元）、海格通信 （3.37亿元）、中国银行（3.36亿元）。 本文源自：金融界 作者：金股通 ...

英伟达概念板块领涨，上涨3.73%，其中诚迈科技上涨20.0%，工业富联上涨10.01%，移远通信上涨 5.79%，罗普特、天准科技、钧崴电子涨超2%。（第一财经AI快讯） ...

截至8月19日午盘，A股三大指数集体收涨，沪指涨0.30%，深成指涨0.30%，创业板指涨0.39%，北证50 指数涨3.16%，沪深京三市半日成交额16781亿元，较上日缩量686亿元。全市场超3200只个股上涨。 板 块题材上，白酒、创新药、华为海思概念走高，保险、军工装备板块调整。 盘面上，白酒板块持续走 强，酒鬼酒涨停，舍得酒业涨超7%。创新药板块走强，申联生物、博济医药20CM涨停封板，塞利医 疗、济民健康等数只个股涨停封板。华为海思概念股震荡走强，诚迈科技20CM涨停，四川长虹涨停封 板。保险板块调整，中国人寿跌超1%。军工装备板块调整，烽火电子、光启技术跌超5%。 （来源同花顺，以上信息为南都·湾财社AI大数据自动生成） ...

Market Overview - The Shanghai Composite Index closed at 3739.26 points, above the annual line, with a change of 0.30% [1] - The total trading volume of A-shares reached 16780.81 billion yuan [1] Stocks Breaking Annual Line - A total of 38 A-shares have broken above the annual line today, with notable stocks including Chengmai Technology, ST Xiangxue, and Huali Co., with deviation rates of 19.19%, 11.40%, and 4.94% respectively [1] - Stocks with smaller deviation rates that just crossed the annual line include Hangzhou Thermal Power, ShuiJinFang, and Jian Design [1] Top Stocks by Deviation Rate - Chengmai Technology (300598) saw a price increase of 20.00% with a turnover rate of 15.15%, latest price at 55.39 yuan, deviation rate of 19.19% [1] - ST Xiangxue (300147) increased by 15.83% with a turnover rate of 7.20%, latest price at 10.17 yuan, deviation rate of 11.40% [1] - Huali Co. (603038) rose by 7.34% with a turnover rate of 8.87%, latest price at 15.51 yuan, deviation rate of 4.94% [1] Additional Stocks with Notable Performance - Other stocks with significant performance include *ST Xinyuan (300472) with a 6.57% increase and a deviation rate of 4.21% [1] - Jiutian Pharmaceutical (300705) increased by 3.77% with a deviation rate of 3.57% [1] - Guodian Power (600795) rose by 5.10% with a deviation rate of 3.54% [1]

从板块来看， 华为概念股震荡走强， 诚迈科技20CM涨停。CPO等算力硬件股维持强势，新易盛等多股续创历史新高。白酒等消费股展开反弹，酒 鬼酒涨停。下跌方面，军工股展开调整，烽火电子跌超5%。 今日A股早盘冲高回落，三大指数小幅上涨。 沪深两市半日成交额1.64万亿， 较上个交易日缩量787亿。盘面上热点较为杂乱，个股涨多跌少，全市 场超3200只个股上涨。 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 板块方面， 白酒、华为海思、CPO、稀土永磁等板块涨幅居前， 军工、PEEK材料、证券、游戏等板块跌幅居前。截至收盘，沪指涨 0.3%，深成指涨0.3%，创业板指涨0.39%。 下载财联社APP获取更多资讯 ...