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A股收评:三大指数再创年内新高,半导体、脑机接口板块“吸金”
Ge Long Hui·2025-08-12 07:33

Market Overview - A-shares experienced a strong opening and closing, with all three major indices reaching new highs for the year. The Shanghai Composite Index rose by 0.50% to 3665 points, the Shenzhen Component increased by 0.53%, and the ChiNext Index surged by 1.24% [1][2] - The total trading volume for the day was 1.91 trillion yuan, an increase of 553 billion yuan compared to the previous trading day, with over 3100 stocks declining [1] Sector Performance - The brain-computer interface sector led the gains, with stocks like Mailland and Xiangyu Medical hitting the daily limit, while the multi-financial sector also saw significant increases, with Jiuding Investment reaching the daily limit [2][4] - Semiconductor and AI chip sectors experienced a midday surge, with Cambrian Technology hitting a 20% limit up [2][4] - The gas sector showed strong performance, with stocks like Dongfang Huanyu and Xinjiang Huojun reaching the daily limit [2][8] - The real estate sector saw widespread gains, with stocks such as Shahe Co. and Electronic City hitting the daily limit [2][11] Notable Stocks - In the brain-computer interface sector, Mailland rose by 18.06% to 52.83 yuan, while Xiangyu Medical increased by 11.02% to 64.40 yuan [5] - In the semiconductor sector, Shanghai Hejing and Cambrian Technology both hit the daily limit, with Cambrian Technology priced at 848.88 yuan, up 20% [9] - Jiuding Investment in the multi-financial sector rose by 10.01% to 19.67 yuan [7] - The gas sector saw Dongfang Huanyu and Xinjiang Huojun both increase by 10% [8] Market Outlook - Citic Securities indicated that the A-share market may face some resistance in the short term due to weaker-than-expected PPI and the expiration of tariff agreements, but it remains in a bull market continuation phase. The recent industry rotation suggests opportunities in new low-segment varieties, particularly in defense, AI computing, semiconductors, and innovative pharmaceuticals [1][2][15]