Cambricon(SH:688256) 摩尔投研精选·2025-08-12 10:28Market Overview - The market experienced significant fluctuations, with the Shanghai Composite Index recording a seven-day consecutive rise, and all three major indices reaching new highs for the year [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.88 trillion, an increase of 54.5 billion compared to the previous trading day [1] - Despite the overall market rise, more than 3,100 stocks declined, indicating a mixed performance among individual stocks [1] Sector Performance - Chip stocks surged in the afternoon, with Cambrian Technology hitting a historical high [1] - AI hardware stocks showed strong performance, with companies like Shenghong Technology also reaching historical highs [1] - Local stocks from Xinjiang maintained their strength, with Xinjiang Communications Construction and others achieving three consecutive trading gains [1] - On the downside, military stocks underwent adjustments, with companies like Jieqiang Equipment dropping over 5% [1] - The semiconductor, port, CPO, and Xinjiang sectors led the gains, while PEEK materials, rare earth permanent magnets, military, and lithium mining sectors saw declines [1] Institutional Activity - Institutional participation decreased compared to the previous day, with 25 stocks having a net buy/sell amount exceeding 10 million [2] - There were 8 net purchases and 17 net sales among these stocks, with notable net purchases in Shengke Communication (91.51 million), Aerospace Science and Technology (66.40 million), and Innovation Medical (64.32 million) [2] - Significant net sales were recorded for Yingweike (421 million), Hewei Electric (262 million), and Cambrian Technology (233 million) [2]