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A股午评:三大指数齐涨,创业板指涨2.22%站上3200点,宁德时代总市值超越贵州茅台升至A股第五位,AI产业链集体上涨!超3200股下跌,成交15558亿放量1355亿
Ge Long Hui·2025-09-25 04:10

Market Overview - The three major A-share indices collectively rose in the morning session, with the Shanghai Composite Index up 0.16% at 3859.62 points, the Shenzhen Component Index up 1.14%, and the ChiNext Index up 2.22% at 3256.38 points, marking a new high since January 2022 [1][3] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 155.58 billion yuan, an increase of 135.5 billion yuan compared to the previous day, with 2000 stocks rising across the market [1][3] Sector Performance - The gaming sector led the gains, with Kunlun Wanwei (300418) rising over 10%, and both Ice Glacier Network (300533) and Xinghui Entertainment (300043) increasing by over 8%, following the approval of 145 domestic online games by the National Press and Publication Administration in September [3] - The cloud computing sector also performed well, with Inspur Information (000977) and Zhongdian Xindong hitting the daily limit, and Yonyou Network (600588) rising nearly 9%. Alibaba announced its AI development roadmap for Alibaba Cloud and a collaboration with NVIDIA on Physical AI [3] - The nuclear fusion concept stocks were strong, with Ha Welding (HHT) and Hezhu Intelligent (603011) both hitting the daily limit, and Zhongzhou Special Materials and Changfu Shares rising over 10%. The recently established China Fusion Energy Company made its official debut [3] - Industrial metal stocks saw widespread gains, with Jingyi Shares (002295), Northern Copper, and Luoyang Molybdenum (603993) hitting the daily limit, driven by a production halt at the Grasberg copper mine in Indonesia, the world's second-largest copper mine, which led to a surge in copper prices [3] Notable Individual Stocks - Contemporary Amperex Technology Co., Ltd. (300750) briefly surpassed the 400 yuan mark, reaching a new historical high, with a total market value exceeding Guizhou Moutai (600519), making it the fifth largest in A-shares [3] - The port and shipping sector faced declines, with Nanjing Port (002040) dropping nearly 8%, and Ningbo Ocean and Ningbo Shipping (600798) falling over 5% [3] - Gold stocks mostly declined, with Shandong Gold (600547) and Xiaocheng Technology dropping over 4% [3]