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突然拉升!这一板块,尾盘大爆发!
证券时报·2025-07-25 08:42

Market Overview - The three major stock indices experienced narrow fluctuations, with the Sci-Tech 50 index rising against the trend, while Hong Kong stocks declined over 1% [1] - The Shanghai Composite Index closed down 0.33% at 3593.66 points, the Shenzhen Component Index down 0.22% at 11168.14 points, and the ChiNext Index down 0.23% at 2340.06 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 181.85 billion yuan, a decrease of approximately 58 billion yuan from the previous day [1] Semiconductor Sector - The semiconductor sector saw a strong afternoon rally, with several stocks experiencing significant gains, including Chipone Technology up over 13% and Cambrian Technology up over 12% [4][5] - The demand for high-performance Ethernet switches, advanced storage products, GPUs, and edge computing chips is expected to grow due to the rising demand for AI computing power [5] - According to Tianfeng Securities, the global semiconductor market is projected to continue its optimistic growth trajectory, driven by AI applications and domestic substitution trends [6][7] AI Application Concept - The AI application concept was active, with stocks like Yinsai Group hitting the daily limit up of 20% and several others, including CloudWalk Technology and Dahan Technology, also seeing significant gains [9][10] - Recent policies have provided substantial support for AI development, including annual computing power subsidies of up to 2 million yuan in Beijing and AI computing vouchers in Shanghai [11] - Citic Securities anticipates that ongoing policy support will further enhance the AI industry chain, creating new investment opportunities [11]