新华财经北京8月13日电周三A股三大指数集体收涨，创业板指领涨，沪指突破去年10月8日高点。截至 午间收盘，沪指报3686.34点，涨0.56%，成交5333亿元；深证成指报11518.83点，涨1.47%，成交7799 亿元；创业板指报2476.99点，涨2.81%，成交3933亿元。 板块方面，证券、CPO、光刻机、CRO等板块涨幅居前，养鸡、煤炭、港口、新疆等板块跌幅居前。 盘面上，AI硬件股再度大涨，新易盛等多股续创历史新高。券商股盘中拉升，国盛金控2连板。创新药 概念股再度活跃，海思科涨停。 机构发声：A股市场进入政策与资金双轮上行周期 多家头部券商发布研报指出，当前市场已摆脱底部震荡，进入"政策驱动+资金推动"的双轮上行周期。 分析师普遍认为，随着居民储蓄向权益市场转移的趋势加速，叠加养老金、保险资金等长期资金入市比 例提升，A股有望走出持续健康发展的慢牛行情。更有机构乐观预测，此轮上涨或将突破近年高点，开 启全新投资时代。 国金证券：7月A股迎来自下而上的牛市氛围，市场的火热是流动性宽松与政策预期共振的结果，情绪 改善来自外部环境的积极变化。将市场资金分成四类——国家队、机构、散户、外资，散户是 ...

Group 1 - The ChiNext index experienced a strong increase, with the ChiNext Growth Index rising by 3.5%, the ChiNext Index by 2.8%, and the ChiNext Mid-Cap 200 Index by 1.1% as of the midday close [1] - The ChiNext ETF tracks the ChiNext Index, which consists of 100 stocks with large market capitalization and good liquidity, with a high proportion of strategic emerging industries, including power equipment, pharmaceuticals, and electronics, accounting for over 55% [2] - The ChiNext 200 ETF by E Fund tracks the ChiNext Mid-Cap 200 Index, which includes 200 stocks with medium market capitalization and relatively good liquidity [2]

Core Viewpoint - A-shares experienced a collective rise in the three major indices, with the ChiNext index increasing by over 3% during intraday trading [1] Group 1 - As of the report, the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index recorded gains of 0.52%, 1.54%, and 3.01% respectively [1] - The Shanghai Composite Index closed at 3684.81 points, the Shenzhen Component Index at 11526.62 points, and the ChiNext Index at 2481.82 points [1]

盘面上看，券商板块走高，有色、医药、保险、汽车、半导体、地产等板块均走强，液冷服务器、CPO 概念、创新药、光刻机概念等活跃。 截至午间收盘，沪指涨0.56%报3686.34点，深证成指涨1.47%，创业板指涨2.81%，沪深北三市合计成交 13285亿元。 东莞证券表示，当前市场情绪仍维持强势，两融余额持续攀升至2万亿元大关并创十年新高，印证了本 轮行情主要由增量流动性驱动的核心特征。短期看，市场技术面强势背景下，仍有惯性反弹挑战前期高 点机会，需要注意的是高位的震荡反复。中期视角下，随着中美贸易形势再度缓和，而8月既处于国内 政策相对真空期，又叠加上市公司半年报集中披露的时间窗口，预计结构性板块轮动的特征将进一步凸 显。展望后市，在境内无风险利率系统性下行的牵引下，叠加海外美元流动性外溢效应的助推，增量资 金流入的动能有望延续，为市场提供关键性支撑。 13日早盘，A股三大股指强势拉升，沪指盘中创2021年12月以来新高；深证成指涨超1%，创业板指大 涨近3%，均创阶段新高。 （文章来源：证券时报网） ...

Market Overview - The market showed a strong upward trend in the early session, with the ChiNext Index leading the gains and the Shanghai Composite Index breaking above the high point from October 8 of the previous year [1] - By the end of the morning session, the Shanghai Composite Index rose by 0.56%, the Shenzhen Component Index increased by 1.47%, and the ChiNext Index surged by 2.81% [1] Sector Performance - AI hardware stocks experienced significant gains, with companies like New Yisheng reaching new historical highs [1] - Brokerage stocks saw a mid-session rally, with Guosheng Jin控 achieving two consecutive trading limits [1] - Innovative drug concept stocks became active again, with Haishi Ke hitting the daily limit [1] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.31 trillion yuan, an increase of 118.6 billion yuan compared to the previous trading day [1] - Individual stock performance included Dongfang Caifu with a trading volume exceeding 11.635 billion yuan, leading the market, followed by New Yisheng, Zhongji Xuchuang, and Hanwujing with high trading volumes [1]

消息面上，2025年8月5日国投证券指出，创业板50指数得益于估值处于历史30%分位以下且业绩增 长优势，其成分股覆盖信息技术、医药卫生等高成长性行业，凸显创新企业特质。8月4日高盛上调光模 块需求预测，预计2025年800G光模块销量达1990万单位，相关技术企业多集中于创业板50指数成分 股。 创业板50ETF国泰（159375）跟踪的是创业板50指数（399673），单日涨跌幅可达20%。该指数从 深圳证券交易所创业板市场中选取市值大、流动性好的50只证券作为指数样本，侧重于信息技术、新能 源、金融科技及医药四大领域，旨在反映中国新兴行业的发展趋势，具有较高的成长性和创新性特征。 没有股票账户的投资者可关注国泰创业板50ETF发起联接C（023372），国泰创业板50ETF发起联 接A（023371）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资 ...

【大河财立方消息】8月13日，A股震荡走高，截至午间收盘，沪指涨0.56％，报3686.34点，突破去年10月8日高点，创2021年12月以来新高。深证成指涨 1.47％，创业板指涨2.81％。全市场超2600只个股飘红。 责编:史健 | 审核:李震 | 监审:古筝 盘面上，AI硬件股再度大涨，新易盛等多股续创历史新高。券商股盘中拉升，国盛金控2连板。创新药概念股再度活跃，海思科涨停。证券、CPO、光刻 机、CRO等板块涨幅居前，养鸡、煤炭、港口、新疆等板块跌幅居前。 ...

Group 1 - The Shanghai Composite Index rose by 0.56% to 3686.34 points, marking the highest level since December 2021, with a significant increase of 2.81% in the index [1] - AI hardware continues to drive market momentum, with the CPO concept reaching multiple historical highs, and sectors such as industrial gases showing strong performance [1] - Conversely, sectors like chicken, coal, and Xinjiang experienced declines [1] Group 2 - In the ETF market, AI hardware remains a strong performer, with notable increases in various ETFs: Dachen's AI ETF up by 5.24%, Fortune's communication equipment ETF up by 4.96%, and Huabao's AI ETF up by 4.64% [5] - The innovative drug sector also saw a rebound, with Fortune's innovative drug ETF rising by 3.85% and Guotai's innovative drug ETF up by 3.59% [5] - Hong Kong stocks followed the upward trend, with Fortune's internet ETF increasing by 3.72% [5] Group 3 - The 800 cash flow ETF, which had shown unusual gains previously, fell by 2.53% [6] - The energy sector declined, with coal ETFs and energy ETFs from Guangfa dropping by 0.81% and 0.62% respectively [6]

Market Performance - A-shares experienced a positive morning session with the Shanghai Composite Index rising by 0.56%, the Shenzhen Component increasing by 1.47%, and the ChiNext Index up by 2.81% [1] - The total trading volume in the two markets exceeded 1.3 trillion yuan, with over 2,600 stocks advancing [1] Sector Highlights - The industrial gas sector showed strong performance, with Guanggang Gas hitting a 20% limit up and Kaimete Gas also reaching the limit up [1] - The CPO (Chemical Process Optimization) concept saw gains, with Guangku Technology rising by 20% and Xinyisheng increasing by over 13% [1] - Other sectors with notable gains included brokerage firms, CRO (Contract Research Organization) concepts, cultivated diamonds, and optical chips [1] Underperforming Sectors - The chicken industry, coal mining, and Xinjiang revitalization sectors experienced declines [1]

每经编辑｜杜宇 8月13日，A股市场早盘震荡走高，创业板指领涨，沪指突破2024年10月8日高点，为2021年12月17日以来的新高。沪深两市半日成交额1.32万亿，较上个交 易日放量1181亿元。 截至收盘，沪指涨0.56%，深成指涨1.47%，创业板指涨2.81%。 光刻机板块异动拉升，凯美特气涨停，华特气体、中润光学、旭光电子、芯碁微装、洪田股份、百傲化学跟涨。 图片来源：视觉中国 东吴证券首席策略分析师陈刚指出，在流动性驱动下，大盘上行趋势稳固。相较2015年，随着资本市场定位提升、政策积极引导、制度不断完善的背景下， 预计市场运行将不会出现大幅波动，慢牛趋势有望逐步形成。随着国内无风险利率系统性下行，海外美元流动性外溢，增量流动性将持续入市。 华西证券研究所副所长、首席策略分析师李立峰近日在研究报告中表示，无须质疑本轮行情的上行趋势与市场空间。而居民增量资金入市将成为本轮"慢 牛"行情的重要驱动，看好下半年A股冲击2024年高点。 此外，从中长期视角看，长城基金基金经理曲少杰建议，在符合自身风险偏好的情况下，同时关注A股、港股市场或能更全面地把握科技股机遇。一方面， A股的供应链企业已深度融入全球产 ...