| 沪深京 板块 | 创业板 | 科创板 | | --- | --- | --- | | 上证指数 | 深证成指 | 创业板指 | | 3888.00 | 12532.51 | 2768.76 | | 4.44 0.11% | 91.44 0.73% | 5.77 0.21% | 上证报中国证券网讯 8月26日早盘，A股三大指数低开后震荡反弹，全线翻红。截至午间收盘，沪指涨0.11%，深证成指涨0.73%，创业板涨0.21%。盘面上 看，华为产业链表现强势，正元智慧、拓维信息等涨停。游戏股持续活跃，三七互娱涨停。液冷概念股探底回升，领益智造2连板，大元泵业等封板。猪 肉、美容护理等板块涨幅居前。下跌方面，稀土永磁概念股震荡调整，CRO、英伟达概念等跌幅居前。 | | | 东财概念指数 | | | | | 东财行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 华为欧拉 4.35% | 猪肉概念 4.07% | 时空大数据 4.03% | 混合现实 3.71% | 3D摄像头 3.66% | 畜牧业 4.24% | ...

2025.08. 26 本文字数：1214，阅读时长大约2分钟 作者 | 一财资讯 11:30 A股午盘｜沪指涨0.11%，游戏、华为欧拉板块走强 截至午间收盘，沪指涨0.11%，深成指涨0.74%，创业板指涨0.21%。 沪深两市半日成交额1.68万亿，较上个交易日缩量近4000亿。 个股涨多跌少，全市场超3300只个股上涨。 游戏、华为欧拉、养殖业、美容护理、国产操作系统等板块涨幅居前，稀土永磁、CRO、PEEK材 料、银行、军工装备等板块跌幅居前。 | 全A | 涨 3316 平 167 | | 跌 1940 A股成 | | --- | --- | --- | --- | | 序号 代码 | | 现价 | 涨跌幅 | | 1 | | 3888.00 | 4.43 0.11% | | 2 | 399001 深证成指 | | 12532.51 | | 3 | 899050 北班50 | 1593.36 | -10.66 -0.66% | | 4 | 881001 万得全A | 6194.73 | 24.56 0.40% | | 5 | 000688 ध्यस्थि२० | 1281.03 | -6.70 - ...

09:54 创业板指翻红 深证成指拉升翻红，此前一度跌超0.64%，沪指跌0.31%，创业板指跌0.39%，华为欧拉、时空大数 据、华为昇腾等板块涨幅居前。 09:46 深证成指翻红 创业板指拉升翻红，此前一度跌超1.31%，沪指跌0.25%，深证成指涨0.21%，华为欧拉、时空大数 据、华为昇腾等板块涨幅居前。 ...

- The report introduces a "Total Heat Indicator" as a proxy for market sentiment, which aggregates the browsing, watchlist, and click counts of individual stocks, normalized as a percentage of the total market activity and scaled by 10,000, with a range of [0, 10,000][7] - A "Broad-based Index Heat Rotation Strategy" is constructed based on the weekly moving average (MA2) of heat change rates for major indices (CSI 300, CSI 500, CSI 1000, CSI 2000, and "Others"). The strategy involves buying the index with the highest heat change rate at the end of each week, or staying in cash if "Others" has the highest rate[13][15] - The backtest results of the "Broad-based Index Heat Rotation Strategy" show an annualized return of 8.74% since 2017, with a maximum drawdown of 23.5%. The strategy achieved a return of 28.5% in 2025[15] - A "Concept Heat Strategy" is developed by selecting the top 5 concepts with the highest weekly heat change rates. Two portfolios are constructed: a "TOP" portfolio holding the top 10 stocks with the highest total heat within these concepts, and a "BOTTOM" portfolio holding the bottom 10 stocks with the lowest total heat[30] - The backtest results of the "BOTTOM" portfolio in the "Concept Heat Strategy" indicate an annualized return of 15.71% with a maximum drawdown of 28.89%. The portfolio achieved a return of 37% in 2025[32]

2025.08. 21 本文字数：1193，阅读时长大约2分钟 作者 | 一财资讯 11:30 A股午盘｜沪指涨0.35% 数字货币概念股大涨 截至午间收盘，沪指涨0.35%，深成指涨0.45%，创业板指涨0.21%。 沪深两市半日成交额1.57万亿。 两市 超2500只个股上涨。 数字货币概念股大涨，可燃冰、油气、软件开发、美容护理等板块涨幅居前，液冷服务器板块回调， PCB、PEEK材料、稀土永磁、白酒等板块跌幅居前。 神开股份涨超5%，潜能恒信、海默科技、南钢股份、中海油服等跟涨。据证券时报，海南大学海洋 清洁能源创新团队近日在"可燃冰"大规模利用领域实现重要突破。 10:57 油气股持续拉升 准油股份涨停 准油股份涨停，科力股份、贝肯能源、潜能恒信、中曼石油等跟涨。 | 涨 2522 | 全A | | A股成 | | --- | --- | --- | --- | | 序号 代码 | | 现价 | | | 1 000001 上证指数 == | | | 3779.52 | | 2 | 399001 深证成指 | 11980.08 | 53.34 0.45% | | 3 | 899050 北证50 | | ...

来源：新浪证券-红岸工作室 8月19日，英方软件涨2.23%，成交额1.37亿元，换手率7.75%，总市值31.35亿元。 异动分析 华为鲲鹏+华为欧拉+信创+数据安全+数字经济 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入1069.03万，占比0.08%，行业排名20/139，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-43.81亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入1069.03万-1343.36万-872.73万-4489.09万-7159.34万 主力持仓 主力轻度控盘，筹码分布较为分散，主力成交额5976.15万，占总成交额的11.35%。 1、据2023年3月31日互动易回复：公司自主研发的动态文件字节级、数据库语义级、卷层块级等等数据 复制技术，可与国内外各种品牌的基础软件进行兼容性适配，目前与鲲鹏芯片、服务器、云平台、虚拟 平台等有兼容性认证，同时与GaussDB、openGauss、openEuler等产品进行兼容性认证，在项目中已稳 步推进。 大模型是一种人 ...

Group 1 - The A-share market showed a slight increase in the morning session on August 19, with the Shanghai Composite Index rising by 0.3%, the Shenzhen Component Index increasing by 0.3%, and the ChiNext Index up by 0.39% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.64 trillion yuan during the half-day session [1] - Over 3,200 stocks in the market experienced gains, indicating a positive sentiment among investors [1] Group 2 - The sectors that performed well included CPO, rare earth permanent magnets, and Huawei's Euler, which saw significant increases [1] - Conversely, sectors such as PEEK materials and securities experienced declines [1]

Market Overview - The A-share market is experiencing a period of index fluctuations and adjustments, with the major indices showing slight declines [1][4] - The Shanghai Composite Index closed at 3635.13, down by 0.12%, while the Shenzhen Component Index fell by 0.26% to 11128.67 [2] Sector Performance - The top-performing sectors include Comprehensive (+1.56%), Building Materials (+1.16%), and Building Decoration (+1.14%), while the worst-performing sectors are Computer (-2.38%) and Electronics (-1.15%) [3] - Concept sectors showing strong performance include Xinjiang Revitalization (+2.98%) and Hydropower Concepts (+2.22%), whereas Huawei Euler and AI concepts saw declines of -3.08% and -3.00% respectively [3] Future Outlook - The market is expected to continue its mid-term positive trend despite short-term fluctuations, with a recommendation to focus on sectors such as Finance, Non-ferrous Metals, Building Decoration, Agriculture, and Machinery Equipment [4][5] - The government has introduced a policy to waive education fees for kindergarten children, which is expected to benefit around 12 million families and reduce household expenses by 20 billion yuan [4]

Group 1 - The graphite electrode concept sector increased by 2.57%, ranking first among concept sectors, with 17 stocks rising, including Ningxin New Materials which hit a 30% limit up, and Yong'an Pharmaceutical also hitting the limit up, while Dongfang Carbon, Xiangfenghua, and Better Ray saw increases of 11.54%, 5.78%, and 3.30% respectively [1][2] - The sector attracted a net inflow of 263 million yuan from main funds, with 10 stocks receiving net inflows, and 5 stocks seeing inflows exceeding 10 million yuan, led by Yong'an Pharmaceutical with a net inflow of 260 million yuan [2][3] - The top three stocks by net inflow ratio were Yong'an Pharmaceutical at 20.71%, China Baoan at 17.14%, and Xiangfenghua at 10.64% [3][4] Group 2 - The top performing stocks in the graphite electrode concept included Yong'an Pharmaceutical, with a daily increase of 10.00% and a turnover rate of 30.78%, followed by Daoshi Technology and Zhongke Electric with increases of 2.77% and 3.28% respectively [3][4] - The stocks with the largest declines included Fuan Co., which fell by 2.92%, and Guomin Technology and Shanshan Co., which decreased by 1.95% and 1.56% respectively [1][4] - The overall market performance showed a mixed trend, with several sectors experiencing declines, while the graphite electrode sector stood out with significant gains [2][3]

Group 1 - The core viewpoint of the news is that the genetically modified (GM) concept sector has seen a rise of 1.23%, ranking 9th among concept sectors in terms of growth, with notable stocks like QiuLe Seed Industry, ShenNong Seed Industry, and KeQian Biology leading the gains [1][2] - Within the GM concept sector, 11 stocks experienced an increase, with QiuLe Seed Industry rising by 6.81%, ShenNong Seed Industry by 3.50%, and KeQian Biology by 3.46% [1][2] - Conversely, stocks such as Top Cloud Agriculture, BaTian Co., and QuanYin GaoKe faced declines, with decreases of 1.21%, 1.05%, and 0.65% respectively [1][2] Group 2 - The GM concept sector attracted a net inflow of 0.68 billion yuan from major funds today, with six stocks receiving net inflows [2][3] - ShenNong Seed Industry led the net inflow with 56.82 million yuan, followed by JinCheng Pharmaceutical with 49.62 million yuan, and NongFa Seed Industry with 15.39 million yuan [2][3] - The net inflow ratios for NongFa Seed Industry, JinCheng Pharmaceutical, and ShenNong Seed Industry were 11.08%, 6.54%, and 6.00% respectively, indicating strong interest from major funds [3] Group 3 - The trading performance of key stocks in the GM concept sector shows varying results, with ShenNong Seed Industry increasing by 3.50% and a turnover rate of 24.42% [3][4] - JinCheng Pharmaceutical saw a rise of 2.07% with a turnover rate of 11.93%, while NongFa Seed Industry had a modest increase of 0.31% and a turnover rate of 2.01% [3][4] - In contrast, stocks like Top Cloud Agriculture and BaTian Co. experienced declines of 1.21% and 1.05% respectively, with significant negative net fund flows [4]