【导读】有色金属股拉涨，算力租赁板块延续强势；恒生科技指数涨超1% 中国基金报记者 张舟 大家好！今天是周五了，来一起关注最新的市场行情和资讯～ 2月27日上午，A股三大指数集体回调。 从市场结构看，半导体、通信设备、电子元器件、软饮料、建材跌幅居前；有色金属板块强势拉升，钨概念股爆发，算力租赁、云计算等板块逆市上涨。 截至午间收盘，沪指报4139.53点，跌0.17%；深证成指跌0.68%，创业板指跌1.46%，科创综指跌0.52%，北证50跌0.74%。 | 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | 4139.53 | 14405.76 | 1833.62 | | -7.11 -0.17% -98.03 -0.68% -9.58 -0.52% | | | | 万得全A | 创业板指 | 北证50 | | 6900.10 | 3296.23 | 1533.56 | | -14.29 -0.21% -48.76 -1.46% -11.36 -0.74% | | | | 沪深300 | 中证500 | 中证A500 | | 4693.19 | 8573.46 | 59 ...

Market Overview - The A-share market continues to experience slight fluctuations, with the Shanghai Composite Index changing between red and green over 10 times, while the CSI 1000 index has risen for the fourth consecutive day, reaching a nearly 9-year high since April 2017 [1][10] - The market turnover remains stable, with sectors such as rare metals, artificial intelligence, supercritical power generation, and hotel catering showing strong performance, while sectors like glass fiber, communication equipment, consumer electronics, and aviation equipment are underperforming [1][10] Supercritical Power Generation - The supercritical power generation sector has been gaining momentum, with the sector index hitting historical highs for four consecutive days. Companies like Jin Modern and Yunnan Energy have seen rapid stock price increases, with Yunnan Energy achieving a seventh consecutive day of gains [2][12] - Recent developments include the successful operation of the world's first commercial supercritical carbon dioxide power generation unit in Guizhou, and the initiation of construction for a 2×660 MW ultra-supercritical coal-fired power project, which is expected to complete an investment of 2.349 billion yuan by 2026 and generate approximately 6 billion kWh annually [4][12] - The technology is projected to support lower energy consumption and carbon emissions, with installations planned primarily in coal-rich regions like Xinjiang, Shanxi, and Inner Mongolia, potentially transforming coastal provinces with higher environmental standards [5][13] Artificial Intelligence Sector - The artificial intelligence sector is witnessing a strong rally, with significant inflows of capital. The AI sector has attracted over 11.7 billion yuan in net inflows, with companies like Huasheng Tiancai and Yuntian Lifa receiving substantial investments [6][15] - Recent reports indicate that in the second week of February, the usage of Chinese AI models surpassed that of American models for the first time, with a total of 41.2 trillion tokens compared to 29.4 trillion tokens from the U.S. [8][16] - Four out of the top five AI models by usage on the OpenRouter platform are from Chinese companies, contributing to 85.7% of the total usage among the top models [9][16]

| 名称 | 现价 | 涨跌幅÷ | | | --- | --- | --- | --- | | 翔鹭钨业 | 41.56 | 10.01% | 0.00% | | 002842.SZ | | | | | 章源钨业 | 40.60 | 10.00% | 0.00% | | 002378.SZ | | | | | 中稀有色 | 102.08 | 10.00% | 0.00% | | 600259.SH | | | | | 厦门钨业 | 69.00 | 8.20% | 0.00% | | 600549.SH | | | | | 中钨高新 | 64.68 | 7.44% | 0.26% | | 000657.SZ | | | | | 洛阳铜业 | 23.46 | 1.87% | -0.09% | | 603993.SH | | | | 消息面上，章源钨业上调2026年2月下半月长单采购报价。另据智通财经报道，自2025年以来，全球钨产业链供需失衡加剧，叠加政策管控、需求爆发等 多重因素，钨粉、钴粉、碳化钨粉价格开启持续暴涨模式，屡创历史新高。据中钨在线数据统计，截至2月25日，钨粉已达1800元/公斤，1个月内钨粉 ...

Group 1 - Main capital inflow observed in the computer and non-ferrous metal sectors, while electronic and building materials sectors experienced net outflows [1] - Specific stocks with significant net inflows include Huasheng Tiancai with 4.709 billion, Baogang Co. with 2.599 billion, and Tuowei Information with 2.241 billion [1] - Stocks facing notable net outflows include Xinyi Sheng with 3.027 billion, Zhongji Xuchuang with 1.779 billion, and Shenghong Technology with 1.631 billion [1]

相关快讯 相关文章 南方财经2月27日电，市场早盘震荡调整，沪指再度翻绿，创业板指跌超1%，黄白线明显分化。截至收 盘，沪指跌0.17%，深成指跌0.68%，创业板指跌1.46%。沪深两市半日成交额1.59万亿，较上个交易日 缩量530亿。盘面上热点快速轮动，全市场超2900只个股下跌。从板块来看，算力租赁概念集体爆发， 华胜天成5天3板，拓维信息、利通电子、城地香江封涨停。有色金属板块反复活跃，章源钨业7天5板， 翔鹭钨业、中稀有色涨停。AI编程概念走强，金现代、普元信息双双20cm涨停。太空光伏概念震荡反 弹，钧达股份涨停。下跌方面，电子布概念持续调整，宏和科技跌停。 A股午评：创业板指跌超1% 算力租赁概念逆势爆发 21世纪经济报道 21快讯 2026-02-27 11:34 南方财经2月27日电，市场早盘震荡调整，沪指再度翻绿，创业板指跌超1%，黄白线明显分化。截至收 盘，沪指跌0.17%，深成指跌0.68%，创业板指跌1.46%。沪深两市半日成交额1.59万亿，较上个交易日 缩量530亿。盘面上热点快速轮动，全市场超2900只个股下跌。从板块来看，算力租赁概念集体爆发， 华胜天成5天3板，拓维信息、 ...

新华财经北京2月27日电 （胡晨曦）A股三大指数2月27日震荡调整，沪指再度翻绿，创业板指跌超 1%。沪深两市半日成交额1.59万亿，较上个交易日缩量530亿。盘面上，算力租赁概念逆势走强，城地 香江、云赛智联等多股涨停；华为产业链表现活跃，拓维信息、华胜天成等涨停；有色金属板块反复活 跃，章源钨业7天5板，翔鹭钨业、中稀有色涨停；太空光伏概念震荡反弹，钧达股份涨停。下跌方面， 玻纤概念股下挫，宏和科技跌停，国际复材跌超10%；电子布概念持续调整，宏和科技跌停。 中信建投：重点看好重资产行业困境反转机会：一是通胀预期升温，PPI持续修复，大宗商品价格上 行，利好重资产企业资产负债表修复；二是化工、建材等行业历经产能出清，叠加反内卷政策控增量、 稳价格，行业盈利修复动力增强；三是一线城市地产逐步企稳，有望带动内需与产业链需求回暖。综合 转债估值与行业逻辑，建议重点关注化工、建材、电力设备板块。 转自：新华财经 截至午间收盘，沪指报4139.53点，跌幅0.17%，成交6743亿元；深证成指报14405.75点，跌幅0.68%， 成交9108亿元；创业板指报3296.23点，跌幅1.46%，成交4314亿元。 热 ...

2月27日，市场早盘震荡调整，沪指再度翻绿，创业板指跌超1%，黄白线明显分化。 沪深两市半日成交额1.59万亿，较上个交易日缩量530亿。盘面上热点快速轮动，全市场超2900只个股下跌。 从板块来看，算力租赁概念集体爆发，华胜天成5天3板，拓维信息、利通电子、城地香江封涨停。有色金属板块反复活跃，章源钨业7天5板，翔鹭钨业、中 稀有色涨停。AI编程概念走强，金现代、普元信息双双20cm涨停。太空光伏概念震荡反弹，钧达股份涨停。下跌方面，电子布概念持续调整，宏和科技跌 停。 截至收盘，沪指跌0.17%，深成指跌0.68%，创业板指跌1.46%。 | 上证指数 | 深证成指 | 创业 | | --- | --- | --- | | - 4139.53 | ·14405.75 | -329 | | -7.11 -0.17% | -98.03 -0.68% | -48.76 | | 1 11 | 11 11 | -140 | 涨停表现 | 封板率 | 昨涨停今表现 | | --- | --- | | 79.00% | 1.83% | | 封板 47 触及 11 | 高开率 41% 获利率 | 上证指数 创业 深证成指 ...

Group 1 - The main market experienced a net outflow of 29.449 billion yuan in principal funds as of February 27 [1] - The top ten sectors with inflows of principal funds included: Computer (9.397 billion yuan), IT Services III (5.089 billion yuan), IT Services II (5.089 billion yuan), Non-ferrous Metals (3.442 billion yuan), Software Development (3.283 billion yuan), Vertical Application Software (2.635 billion yuan), Minor Metals (2.293 billion yuan), Photovoltaic Equipment (2.032 billion yuan), Steel (1.743 billion yuan), and Plates (1.653 billion yuan) [1] Group 2 - The Computer sector saw a price increase of 1.63% with a net inflow of 9.397 billion yuan, led by Huasheng Tiancai [2] - IT Services III and IT Services II both recorded a price increase of 2.4% with net inflows of 5.089 billion yuan, also led by Huasheng Tiancai [2] - The Non-ferrous Metals sector had a price increase of 1.64% with a net inflow of 3.442 billion yuan, led by Xianglu Tungsten Industry [2] - The Software Development sector increased by 1.7% with a net inflow of 3.283 billion yuan, led by Tuo Wei Information [2] - The Minor Metals sector experienced a significant price increase of 6.39% with a net inflow of 2.293 billion yuan, led by Xianglu Tungsten Industry [3] - The Photovoltaic Equipment sector had a price increase of 1.57% with a net inflow of 2.032 billion yuan, led by Shuangliang Energy Saving [3] - The Steel sector increased by 1.38% with a net inflow of 1.743 billion yuan, led by Baogang Co. [3] - The Plates sector recorded a price increase of 1.64% with a net inflow of 1.653 billion yuan, also led by Baogang Co. [3]

今日（2月27日）重点布局国产算力（IDC、服务器）、国产AI应用领域的大数据ETF（516700）继续活跃，场内价格一度涨超1.2%，现涨 1.07%，盘中收复5日均线。 | | 分时 多日 1分 5分 15分 30分 = | 综合屏 F9 前复权 超级叠加 画线 工具 @ 2 | 大数据ETF华宝 O | | 516700 | | --- | --- | --- | --- | --- | --- | | | 4 516700.SHI大数据ETF华宝] 2026/02/27 收1.132 幅1.07%(0.012) 开1.111 高1.135 低 1.110 均 四 | | | | +0.012 +1.07% | | | # MA5 1.120 MA10 1.1141 MA20 1.115 MA60 1.052 MA120 1.053 MA250 0.997 | (63日) V | SSE CNY 10:23:43 交易中 | | 18 + | | W | | | 净值走势 | | 华宝中证大数据产业ETF | | | | 1.230 | 楽に | 17.61% 变 | 9214 | | | | | 卖五 ...

*ST国华连续4日跌停，联德股份、宏和科技跌停。 MACD金叉信号形成，这些股涨势不错！ 2月27日午间，A股半日下来共有58只涨停股、3只跌停股。小金属板块活跃，宝武镁业、东方锆业涨 停；有色·钨概念走强，章源钨业7天5板，中稀有色、翔鹭钨业涨停；华为昇腾概念上涨，华胜天成5天 3板，烽火通信、拓维信息涨停。 连板股方面，ST金鸿8连板，豫能控股7连板，江钨装备7天5板，泰嘉股份、ST华鹏（维权）5天3板， 赣能股份、洪兴股份等3连板，ST通脉（维权）4天2板，神马电力、华银电力等2连板，云赛智联、*ST 新潮（维权）等涨停。 ...