24日，A股三大指数集体拉升，沪指盘中续创10年新高；创业板指、科创50指数大幅走高；港股亦走 强，恒生科技指数涨近2%。 半导体、芯片概念盘中大幅拉升，截至收盘，普冉股份、香农芯创等20%涨停，江波龙涨近17%，华虹 公司涨超15%，佰维存储涨超10%，寒武纪涨超9%，股价重返1500元上方。 | 代码 | 名称 | | 涨幅% | 现价 | 涨跌 | 买价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300803 | 科翔股份 | R | 20.00 | 14.76 | 2.46 | 14.76 | | 542966 | | 688766 | 普冉股份 | K | 20.00 | 142.87 | 23.81 | 142.87 | | 159004 | | 300475 音不会创 | | R | 20.00 | 127.57 | 21.26 | 127.57 | | 594758 | | 300455 航天智装 | | R | 19.98 | 19.76 | 3.29 | 19.76 | | 311109 | ...

AI手机概念资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | 主力资金净流入比率（%） | | --- | --- | --- | --- | --- | --- | | 300476 胜宏科技 | | 7.95 | 7.27 | 105393.54 | 5.65 | | 002600 领益智造 | | 4.65 | 3.57 | 56782.13 | 14.57 | | 603160 汇顶科技 | | 10.00 | 4.32 | 31417.03 | 18.86 | | 301308 江波龙 | | 16.73 | 10.63 | 23920.55 | 3.92 | | 300115 长盈精密 | | 4.76 | 7.49 | 17078.41 | 4.63 | | 002938 鹏鼎控股 | | 5.62 | 1.38 | 14895.17 | 8.96 | | 688525 佰维存储 | | 10.70 | 9.76 | 13344.08 | 3.36 | | 002273 水晶光电 | | 3.83 | 2.62 | 8979.61 | 10 ...

证券时报·数据宝统计显示，不含近一年上市的次新股，今日共有32股收盘价创历史新高，按所属板块 看，主板有12只，创业板有9只，科创板有9只。从行业属性来看，电子、机械设备、有色金属行业创新 高的个股较为集中，分别有10只、4只、4只个股出现在名单中。 从股价表现看，收盘价创历史新高股中，今日股价平均上涨7.15%，涨停的有香农芯创、普冉股份、法 狮龙等，涨幅居前的有江波龙、中际旭创、佰维存储等。股价方面，创新高股平均股价100.82元，其 中，股价超百元的有10只，50元~100元的有2只，收盘股价最高的是源杰科技，今日收盘价为499.00 元，上涨5.22%，其次是中际旭创、拓荆科技，收盘价分别为494.00元、286.00元。 资金流向上，今日创新高股主力资金合计净流入55.91亿元，其中，主力资金净流入的有24只，净流入 资金居前的有阳光电源、中际旭创、德明利等，净流入资金分别为14.23亿元、12.56亿元、6.90亿元； 主力资金净流出的有6只，净流出资金较多的有神火股份、云铝股份、中石科技等，净流出资金分别为 8497.61万元、5629.33万元、1891.15万元。 市值方面，创新高股平均A股 ...

A股今日（10月24日）集体拉升，沪指盘中续创10年新高；创业板指、科创50指数大幅走高；港股亦 走强，恒生科技指数涨近2%。 具体来看，两市主要股指盘中强势上扬，创业板指涨超3%，科创50指数大涨超4%。截至收盘，沪指涨 0.71%报3950.31点，深证成指涨2.02%报13289.18点，创业板指涨3.57%报3171.57点，科创50指数涨 4.35%，沪深北三市合计成交19918亿元，较此前一日增加逾3300亿元。 场内超3000股飘红，半导体、芯片概念爆发，普冉股份、香农芯创20%涨停，江波龙涨超16%，均创历 史新高；寒武纪涨约9%重返1500元上方，股价再次超越贵州茅台；CPO概念等AI产业链股集体走高，科 翔股份、生益电子20%涨停，中际旭创续创新高；卫星导航概念崛起，中国卫星、广合科技、上海沪工等 涨停；煤炭板块大幅回落，安泰集团、云煤能源跌停，大有能源跌超6%。此外，今日登陆沪市主板的超 颖电子大涨近400%报84.99元/股，盘中最高攀升至99.77元/股，涨幅达484%，以盘中最高价计算，该股 单签盈利超4.1万元。 值得注意的是，今日A股市场共有10只个股的成交额超过了100亿元， ...

| 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | 深股通专用 | | 778次 46.53% (2) | 48925.96 | 8.02% | | 2 机构专用 | 8351money.com | 1630次 42.45% | 15229.21 | 2.50% | | 3 机构专用 | | 1630次 42.45% | 5036.87 | 0.83% | | 4 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 667次 28.19% | 4884.04 | 0.80% | | 机构专用 5 | | 1630次 42.45% | 4868.22 | 0.80% | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | | | 深股通专用 | 778次 46.53% | 9 | 48925.96 | 8.02% | | 2 | eastmoney.com 机构专用 | 1630次 42.45% | | 4060 ...

江波龙今日涨16.73%，成交额61.01亿元，换手率10.63%，盘后龙虎榜数据显示，深股通专用席位买入 4.89亿元并卖出3.79亿元，2家机构专用席位净买入1.48亿元，有2家机构专用席位净卖出8768.28万元。 ...

证券之星消息，10月24日半导体板块较上一交易日上涨5.23%，普冉股份领涨。当日上证指数报收于 3950.31，上涨0.71%。深证成指报收于13289.18，上涨2.02%。半导体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) | | --- | --- | --- | --- | --- | --- | | 688766 | 普申股份 | 142.87 | 20.00% | 15.90万 | 21.49亿 | | 688416 | 恒辉股份 | 63.08 | 18.08% | 13.83万 | 8.31亿 | | 688233 | 神工股份 | 51.30 | 17.34% | 16.55万 | 8.09亿 | | 301308 | 江波龙 | 222.00 | 16.73% | 29.16万 | 61.01亿 | | 688347 | 华虹公司 | 127.50 | 15.02% | 51.78万 | 63.29亿 | | 688593 | 新相微 | 22.21 | 13.55% | 25.57万 | 5.45亿 | | 688449 | 联芸 ...

Core Viewpoint - The storage chip market is entering a "super cycle," with major suppliers like Samsung and SK Hynix planning to raise prices by up to 30% in Q4 2023 to meet the surging demand driven by AI applications [1] Group 1: Market Dynamics - The price increase in storage chips, including DRAM and NAND, is expected to improve profit forecasts for related companies in the A-share market, leading to rising stock prices [1] - Major international manufacturers are shifting production capacity from mature processes like DDR4 to high-value areas such as HBM, creating a significant supply gap in the global market [1] - Domestic storage chip companies are positioned to benefit from this overflow demand [1] Group 2: Policy and Technological Context - The 14th Five-Year Plan emphasizes high-quality development and significant improvements in technological self-reliance, aiming to accelerate original innovation and tackle key core technologies [1] - The AI industry is currently experiencing a three-dimensional resonance of policy, technology, and demand, supported by top-down policy empowerment and potential funding [1] - The performance of domestic chip and cloud computing leaders is gradually validating their market positions, with ongoing capital expenditures from major firms enhancing industry development certainty [1] Group 3: ETF Performance and Market Trends - The Sci-Tech Innovation Board ETFs, particularly those focused on semiconductor sectors, have shown strong performance, with significant increases in share prices and fund inflows [2][3] - The Sci-Tech 50 ETF saw a 2.80% increase, with semiconductor stocks like Shengyi Electronics and Baiwei Storage leading the gains [2] - The overall sentiment in the AI sector remains positive, with expectations of continued growth and resilience in technology investments [3]

Core Viewpoint - The memory sector has experienced a significant rise, with companies like Puran, Aerospace Zhizhuang, and Dawi reaching their daily price limits, while Jiangbolong and Langke Technology saw increases of over 10% [1] Group 1: Market Trends - The current memory cycle is on an upward trend, driven by increased capital expenditure on AI infrastructure from internet companies such as Alibaba and ByteDance, which is expected to boost demand for memory products [1] - Since September, memory chip manufacturers and module factories have paused pricing to increase prices, indicating a price increase cycle for memory chips [1] Group 2: Price Forecasts - TrendForce projects that overall DRAM prices will increase by 13%-18% quarter-on-quarter in Q4 2025, while NAND Flash average prices are expected to rise by 5%-10% [1] - The demand for memory chips is benefiting from the AI sector, reinforcing the recommendation to focus on domestic memory manufacturers [1]

盘面上热点轮番活跃，存储芯片概念涨幅居前，香农芯创、普冉股份大涨双双创新高。商业航天板块强势爆发，达华智能2连板，航天科技等 10余只商业航天概念股涨停。算力硬件概念股震荡拉升，中际旭创再创新高。 煤炭板块集体大跌，安泰集团、云煤能源触及跌停。存储芯片、CPO等板块涨幅居前，煤炭、深圳本地股、燃气等板块跌幅居前。 商业航天、储存芯片大爆发 商业航空概念掀涨停潮，通易航天涨超22%，航天智装20cm涨停，中国卫星、上海沪工、航天科技、航天长峰集体封板。 记者丨黎雨桐 编辑丨吴桂兴 10月24日，A股 市场早间震荡拉升，量能明显放大， 沪指突破前期高点3936.58点，一度涨至3946.16点，再创年内新高。 截至午盘收盘，沪 指涨0.42%，深成指涨1.3%，创业板指涨2.09%。沪深两市半日成交额1.24万亿。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3938.98 | 13195.25 | 1470.49 | | +16.57 +0.42% +169.81 +1.30% +15.12 +1.04% | | | | 科创50 | 创业板指 | 万得全A | | ...