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芯片股大涨!中芯国际新高
证券时报·2025-08-28 04:38

Core Viewpoint - A-shares market rebounded strongly on August 28, with significant gains in the communication and electronics sectors, leading to a surge in stock prices, including multiple stocks hitting the daily limit up [1][4][3]. A-shares Market Performance - The Shanghai Composite Index rose over 0.7%, while the Shenzhen Component Index increased by more than 1.5%. The ChiNext Index saw a rise of over 2.5%, and the STAR Market Index increased by over 5% [4]. - The communication sector led the gains with an overall increase of over 4%, featuring stocks like Tianfu Communication hitting the daily limit up and Dekeli rising by over 18% [4]. - Other notable stocks in the communication sector included Sanwei Communication, Changfei Optical Fiber, and TeFa Information, all of which also hit the daily limit up [4]. Electronics Sector Performance - The electronics sector experienced a surge with an increase of over 3%, with more than ten stocks hitting the daily limit up or rising over 10% [5]. - Key performers included Aibisen, Dongtianwei, and Zhongxin International, with respective increases of 20%, 15.35%, and 13.17% [6]. Conceptual Sector Trends - Chip-related concepts showed strong performance, with indices for optical modules (CPO), optical chips, and optical communication leading the gains [7][8]. - Notably, Zhongxin International's stock price surged over 16%, reaching a historical high [8]. New Stock Performance - The newly listed stock Balanshi saw a dramatic increase of over 200% during its debut, focusing on automotive maintenance and repair equipment [13]. Hong Kong Market Performance - The Hong Kong market showed weakness, with the Hang Seng Index fluctuating around the 25,000-point mark, and Meituan's stock price dropping over 11% due to disappointing earnings [2][14]. - Meituan's revenue for Q2 2025 increased by 11.7% year-on-year, but its core local business segment's operating profit fell significantly due to intense competition [14][15].