芯片设备热度上来了！ 昨天，芯片设备ETF大涨近8%。今天，这个板块继续飙升。半导体设备股长川科技、盛美上海涨超10%，创历史新高。芯片概念股一度有16只股票涨停或涨幅超 10%。 消息面上，主要有三大利好： 芯片概念股今天更是全线加速。诚邦股份、张江高科、通富微电、盛美上海、立昂微等涨停；恒合股份、神工股份、江丰电子、创远信科等大涨；上海新阳、南大 光电、杰华特等涨幅居前。中芯国际A股早盘一度涨超4%，中微公司一度大涨超6%。 | ▼指 | 代码 名称 | . | 涨幅% | 现价 | 涨跌 | 买价 | 定价 | 总量 | 现是 | 涨速% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 832145 恒合股份 | R | 29.98 | 32.30 | 7.45 | 32.30 | -- | 56218 | 61 | 0.00 | | 2 | 688233 神工股份 | K | 20.01 | 44.51 | 7.42 | 44.51 | -- | 198692 | 16 | 0.00 | | 3 | ...

Core Viewpoint - The semiconductor sector in the A-share market has shown significant strength, with multiple stocks experiencing substantial gains, driven by rising prices in advanced semiconductor manufacturing processes and supply shortages in related components [1][2]. Group 1: Stock Performance - ShenGong Co. (688233) reached a 20% increase, closing at 44.51 with a total market value of 75.80 billion and a year-to-date increase of 90.29% [2]. - Jiangfeng Electronics (300666) rose by 15.97%, with a latest price of 95.50 and a market capitalization of 253 billion, reflecting a year-to-date increase of 38.09% [2]. - Changchuan Technology (300604) saw a 14.24% increase, closing at 91.70 with a market value of 578 billion and a year-to-date increase of 108.26% [2]. - Other notable performers include Huicheng Co. (688403) with a 13.30% rise, MicroNano (12.52%), and Shengmei Shanghai (10.19%) [2]. Group 2: Market Drivers - Industry reports indicate that TSMC's last-generation 3nm CPU prices have increased by approximately 20% compared to the previous generation, with a further expected price increase of over 50% for the upcoming 2nm process [1]. - The semiconductor inflation is being fueled by high demand and supply shortages for memory chips and hard drives, contributing to the overall market strength [1].

Market Overview - The U.S. stock market experienced a correction after reaching historical highs, with the Dow Jones down 0.19%, S&P 500 down 0.55%, and Nasdaq down 0.95% [5][7] - Concerns about a potential "internet bubble" have emerged, particularly in the tech sector, as major tech stocks saw declines [3][9] Federal Reserve Signals - Federal Reserve officials provided mixed signals regarding future interest rate cuts, with Chairman Jerome Powell indicating high stock valuations and challenges with inflation and employment [7][8] - The probability of a 25 basis point rate cut in October is estimated at 93%, while the likelihood of maintaining rates is only 7% [8] Tech Sector Performance - Major tech stocks such as Amazon, Nvidia, Tesla, Facebook, and Microsoft all experienced declines, with Amazon down 3.04% and Nvidia down 2.82% [10][12] - Nvidia's announcement of a potential $100 billion investment in OpenAI raised concerns among investors, drawing parallels to past internet bubble transactions [11] Semiconductor Stocks - Some semiconductor stocks saw gains, with the Philadelphia Semiconductor Index down 0.35% but individual stocks like ONTO, TSMC, and Intel rising by 5.02%, 3.72%, and 2.02% respectively [14][16] - The latest iPhone 17 series release has positively impacted chip demand, with the new A19 chip utilizing TSMC's latest 3nm process [14] Chinese Internet Stocks - The Nasdaq Golden Dragon China Index fell by 2.22%, with significant declines in Chinese internet stocks, including Baidu down 8.09% and Meituan down over 3% [19][20] - Cathie Wood's ARK Investment Management purchased Alibaba ADRs valued at approximately $16.3 million, alongside investments in Baidu and Pony.ai [22][23] Commodity Market - Gold prices continue to rise, with the COMEX gold index closing at $3,796.9 per ounce, reaching a peak of $3,824 during trading [25] - WTI crude oil prices increased by 0.47%, ending a streak of declines, amid concerns over potential supply disruptions from Russia and Iraq [27]

【导读】鲍威尔称美股估值"相当高"，美联储官员对接下来的降息路径给出不同信号，美股市场发出"互联网泡沫"担忧 中国基金报记者 储是 美股高位调整，市场发出"互联网泡沫"的担忧。美联储官员对接下来的降息路径给出不同信号。受苹果新品发布等影响，部分芯片股走高。中概互联网股 票普跌，木头姐重购阿里巴巴等股票。 美股高位调整 美东时间9月23日（周二），美股三大指数调整。此前，三大指数均连续创下历史新高。 截至收盘，道琼斯指数下跌0.19%，标普500指数下跌0.55%，纳斯达克指数下跌0.95%。 | 名称 | 现价 | 涨跌幅▶ | | --- | --- | --- | | 道琼斯工业指数 | 46292.78 | -0.19% | | DJI.GI | | | | 纳斯达克指数 | 22573.47 | -0.95% | | IXIC.GI | | | | 标普500 | 6656.92 | -0.55% | | SPX.GI | | | 当日，美联储官员对接下来的降息路径，发布不同信号。 美联储主席鲍威尔发表讲话，称美股估值"相当高"，并重申美联储面临通胀上升与就业下滑的双重挑战。他未明确表态十月是否降息， ...

Market Overview - The U.S. stock market is experiencing a high-level adjustment, raising concerns about a potential "internet bubble" [2][8] - Major U.S. indices have recently hit historical highs but closed lower, with the Dow Jones down 0.19%, S&P 500 down 0.55%, and Nasdaq down 0.95% [4][6] Federal Reserve Signals - Federal Reserve Chairman Jerome Powell stated that U.S. stock valuations are "quite high" and emphasized the dual challenges of rising inflation and declining employment [6][7] - Different signals regarding future interest rate cuts were provided by Fed officials, with some advocating for caution due to inflation concerns, while others suggested a more aggressive approach to rate cuts as the labor market weakens [6][7] Technology Sector Performance - Major tech stocks have seen declines, contributing to the overall market downturn, with Amazon down 3.04%, Nvidia down 2.82%, and Tesla, Facebook, and Microsoft all down over 1% [9][12] - Concerns have been raised about the sustainability of investments in AI companies, drawing parallels to transactions during the internet bubble era [11] Semiconductor Stocks - Some semiconductor stocks experienced gains, with the Philadelphia Semiconductor Index rising during the day, although it closed down 0.35% [14] - Companies like ONTO, TSMC, and Intel saw increases of 5.02%, 3.72%, and 2.02% respectively, driven by the recent launch of Apple's iPhone 17 series [14][15] Chinese Internet Stocks - The Nasdaq Golden Dragon China Index fell by 2.22%, with significant declines in Chinese internet stocks, including Baidu down 8.09% and Meituan down over 3% [18][19] - "Wood Sister" Cathie Wood's ARK Investment Management purchased shares of Alibaba and Baidu, indicating continued interest in these stocks despite broader market declines [21][22]

Group 1 - Nvidia announced a $100 billion investment in AI startup OpenAI to jointly build an AI data center, deploying 4 to 5 million Nvidia AI chips and establishing a total scale of 10GW of AI infrastructure, with the first facilities expected to be operational in the second half of 2026 [1][2] - This partnership is expected to trigger a new wave of AI demand, benefiting Taiwanese companies in the AI server supply chain, including TSMC, Hon Hai, Quanta, Delta Electronics, Lite-On, and Qisda [1] - Nvidia's stock price surged over 3.9% following the announcement, while TSMC's stock price increased by 3.47%, reaching a market capitalization of over NT$34.74 trillion [1] Group 2 - OpenAI will also invest over $100 billion to purchase Nvidia's next-generation Vera Rubin platform, which is said to outperform the current Blackwell architecture, generating an estimated revenue benefit of around $350 billion for Nvidia [2] - This investment represents Nvidia's largest investment commitment to date, with plans to deploy 4 to 5 million AI chips and create 10GW of AI infrastructure, with the first 1GW capacity system set to launch in the second half of 2026 [2] - Nvidia's CEO highlighted that the 10GW infrastructure is equivalent to the total chip shipments for the year, indicating a significant increase in production capacity compared to the previous year [2] Group 3 - OpenAI's CEO emphasized that computational infrastructure will be the foundation of the future economy, and the collaboration with Nvidia aims to create new AI breakthroughs and empower individuals and businesses on a large scale [3] - Nvidia will invest cash in phases, with the first $10 billion allocated after the deployment of the first 1GW facility, potentially acquiring about 2% equity in OpenAI based on its current $500 billion valuation [3] - This partnership signifies Nvidia's transition from a pure hardware supplier to an equity partner in AI infrastructure, potentially generating billions in revenue and solidifying its dominance in the AI chip market while mitigating threats from competitors like AMD [3]

Group 1: Market Overview - The US stock market saw declines across major indices, with the Dow Jones down 0.19%, S&P 500 down 0.55%, and Nasdaq down 0.95% [5] - European indices showed mixed results, with Germany's DAX30 up 0.36% and the UK's FTSE 100 down 0.04% [5] - Hong Kong's Hang Seng Index fell 0.7%, while the Hang Seng Tech Index dropped 1.45% [5] Group 2: Commodity Prices - Spot gold reached a new high of $3,790 per ounce before retreating to close at $3,764.02, up 0.46% [7] - WTI crude oil rose 2.05% to $63.53 per barrel, while Brent crude oil increased by 1.81% to $67.22 per barrel [7] - The US dollar index closed at 97.22, down 0.08% [7] Group 3: Economic Indicators - The Federal Reserve's Chairman Powell indicated that the policy rate remains slightly restrictive, suggesting potential for further rate cuts [10] - The People's Bank of China reported a 5.0% year-on-year increase in total electricity consumption for August, amounting to 10,154 billion kilowatt-hours [12]

美股周二收盘，道指收跌0.19%，标普500指数跌0.55%，纳指跌0.95%。英伟达(NVDA.O)跌近3%，甲 骨文(ORCL.N)跌4.3%，台积电(TSM.N)涨3.7%。纳斯达克中国金龙指数跌2.2%，百度(BIDU.O)跌8%， 腾讯音乐(TME.N)与哔哩哔哩(BILI.O)均跌4%。 (本文来自第一财经) ...

Market Overview - US stock markets showed mixed performance with the Dow Jones initially rising by approximately 200 points before narrowing its gains, while the Nasdaq and S&P 500 experienced slight declines [1][2] - The Dow's rise was bolstered by Boeing's strong performance following a significant deal with Uzbekistan valued at over $8 billion [2] Federal Reserve Insights - Traders are awaiting Federal Reserve Chairman Jerome Powell's speech for clues on interest rate direction, as the market remains near historical highs [5] - Analysts express a cautiously optimistic sentiment among investors, despite high valuations and concerns regarding the labor market [5] - The upcoming release of the core PCE price index, a key inflation indicator for the Fed, is anticipated [5] Semiconductor Industry - TSMC's stock price surged over 3%, reaching a new high, driven by the launch of Apple's iPhone 17 series featuring the A19 chip manufactured using TSMC's latest 3nm N3P process [6][8] - The semiconductor inflation is reportedly escalating, with the price of the last generation of 3nm CPUs increasing by approximately 20%, and the upcoming 2nm process expected to see price hikes of over 50% [8] - Major players in the Android ecosystem, such as MediaTek and Qualcomm, are set to release flagship chips that also utilize TSMC's latest process, with price increases of 16% to 24% compared to previous generations [8]

Group 1 - The U.S. stock market showed mixed performance with the Dow Jones initially rising by about 200 points before narrowing its gains, while the Nasdaq and S&P 500 experienced slight declines [3][4] - Boeing's stock price surged following a significant deal worth over $8 billion with Uzbekistan, which was praised by former President Trump [4] - The market is awaiting comments from Federal Reserve Chairman Jerome Powell, which are expected to provide insights into future interest rate paths [7] Group 2 - TSMC's stock price increased by over 3%, reaching a new high, driven by the launch of Apple's iPhone 17 series featuring the latest A19 chip manufactured using TSMC's 3nm N3P process [10][12] - The semiconductor industry is experiencing inflation, with prices for the latest 3nm chips rising by approximately 20% compared to previous generations, and projections indicate a further increase of over 50% for the upcoming 2nm chips [12][14] - Major chip manufacturers like MediaTek and Qualcomm are set to release their flagship chips, which also utilize TSMC's latest process, with price increases expected [13][14]