发生了什么?芯片股大爆发!20cm涨停
中国基金报·2025-09-12 05:43

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index up 0.25% and the Shenzhen Component Index up 0.16% as of midday on September 12 [2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.63 trillion yuan, an increase of 151.1 billion yuan compared to the previous trading day [3] Sector Performance - The semiconductor and chip sectors continued to lead the market, with significant gains in non-ferrous metals, precious metals, and real estate stocks [3][10] - The communication equipment sector experienced a pullback, while consumer sectors like liquor and dairy saw declines [3] Notable Stocks - Chip Yuan Co. saw a 20% increase, closing at 183.60 yuan per share, with a market capitalization of 96.5 billion yuan [12][13] - Demingli and Zhongke Shuguang also reported significant gains, with Demingli hitting the daily limit up [16] - Alibaba's stock surged 6% to 151.8 HKD, reaching a market cap of 2.9 trillion HKD, following news of using self-designed chips for AI model training [9][7] Industry Highlights - The semiconductor sector remains active, with indices like the Sci-Tech Chip Index and Server Concept Index rising over 1% [11] - Chip Yuan Co. reported a record high in orders amounting to 30.25 billion yuan, with AI-related orders making up about 64% [15] - The non-ferrous metals sector saw strong performance, with Northern Copper and Yunnan Copper both hitting the daily limit up [21][22] Real Estate Sector - Real estate stocks continued to strengthen, with companies like Suning Universal and New Dazheng recording consecutive gains [23] - Notable performers included Xiangjiang Holdings and Rongsheng Development, both achieving significant daily increases [24]