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A股爆了!沪指创近4年新高,两市成交额超2.1万亿,哪个板块受益
Mei Ri Jing Ji Xin Wen·2025-08-13 08:19

Market Overview - The Shanghai Composite Index broke the previous high from October 8, 2022, reaching a nearly four-year high, with a trading volume exceeding 2.15 trillion yuan, an increase of 269.4 billion yuan from the previous trading day [1] - Over 2,700 stocks rose in the market, with significant gains in AI hardware stocks and historical highs for companies like Industrial Fulian [1] - The market closed with the Shanghai Composite Index up 0.48%, the Shenzhen Component Index up 1.76%, and the ChiNext Index up 3.62% [1] Brokerage Sector Performance - The brokerage sector experienced a significant surge, with stocks like Guosheng Securities hitting the limit up for two consecutive days and other major brokerages like Zhongjin Securities and CITIC Securities also seeing substantial gains [3] - Analysts noted three driving factors: an increase in T0 client numbers, steady growth in client margin scales, and a noticeable increase in leverage among existing clients [3] - The influx of long-term funds into the market, coupled with low interest rates and an asset shortage, is expected to boost the growth of brokerage services, including brokerage, margin trading, asset management, and investment banking [3] Semiconductor Industry Trends - The semiconductor sector saw a collective rise, with the index reaching a historical high, driven by stocks like Guangku Technology and Zhongchuan Special Gas hitting their daily limit [4] - Related sectors such as components, industrial gases, and storage chips also experienced significant gains, with companies like Sanhuan Group rising over 15% [4] - Recent statements from major chip companies like Micron Technology and TSMC indicated improved performance forecasts, with Micron expecting fourth-quarter revenue of $11.2 billion and a gross margin of 44.5% due to increased demand from AI infrastructure [5] Global Semiconductor Market Insights - SEMI reported a 9.6% year-on-year and 14.9% quarter-on-quarter increase in global silicon wafer shipments for Q2 2025, indicating a recovery in certain sectors outside of memory [5] - The importance of developing domestic computing chips in China is emphasized due to geopolitical factors and network security concerns, suggesting a potential acceleration in the domestic chip industry's growth [5]