8月26日，A股窄幅震荡，量价略有回落，日成交额降至2.71万亿元。其中，大消费板块表现较好，周期板块共计2804 只个股上涨。 受访人士表示，部分资金选择获利了结，同时场外资金对当前估值水平持观望态度。当前多空博弈明显加剧，市场内 部呈现显著的结构性分化特征。当下需重点关注高位题材股回调以及市场波动加剧风险。 2804只个股收涨 今日，沪指收跌0.39%报3868.38点，创业板指收跌0.76%报2742.13点，深证成指微涨0.26%。沪深300微跌，上证50、 北证50跌近1%，科创50跌逾1%。 交易量有所回落，今日成交额降至2.71万亿元。个股涨跌互现，共计2804只个股收涨，涨停股90只；2470只个股收 跌，跌停股8只。截至8月25日，两融余额增至2.18万亿元。 板块分化，31个申万一级行业中，有17个板块收涨。农林牧渔、美容护理板块涨幅超过2%，嘉亨家化20cm涨停；基 础化工、传媒、综合板块涨幅超过1%，皇马科技、百傲化学、中核钛白、云图控股、海阳科技、兴欣新材、长江材 料、百合花、亚星化学涨停；商贸零售、计算机、石油石化、纺织服饰、环保、交通运输板块也表现不错，正元智 慧、开普云、君逸数 ...

Core Viewpoint - The Shanghai Composite Index has surpassed the 3,800-point mark, increasing by 0.77%, with notable gains in sectors such as AI chips, Chiplet concepts, and high-bandwidth memory [1] Group 1 - The Shanghai Composite Index reached a significant milestone by breaking through the 3,800-point threshold [1] - The index experienced a rise of 0.77%, indicating positive market sentiment [1] - Sectors that showed the most substantial gains include AI chips, Chiplet concepts, and high-bandwidth memory [1]

深证成指突破12100点整数关口，涨1.51%，AI芯片、Chiplet概念、高带宽内存等板块涨幅居前。（第 一财经AI快讯） ...

2025.08. 22 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 多地遴选小学教师转岗初中 作者 | 第一财经 沪指突破3800点整数关口，涨0.77%，AI芯片、Chiplet概念、高带宽内存等板块涨幅居前。 微信编辑 | 小羊 ...

创业板指涨幅扩大至2%，上证指数涨0.47%，深证成指涨1.11%，AI芯片、Chiplet概念、VPN等 板块涨幅居前，两市上涨个股超2013只。（第一财经AI快讯） 09:39 创业板指涨幅扩大至1% 10:50 创业板指涨幅扩大至2% 创业板指涨幅扩大至1%，沪指涨0.24%，深证成指涨0.49%。 ...

Group 1 - China's artificial intelligence patent count accounts for 60% of the global total, showcasing significant advancements in digital technology and the rise of domestic operating systems like HarmonyOS, which has reached over 1.19 billion devices [2][5] - A total of 65 A-share companies have announced plans to distribute dividends amounting to 82.902 billion yuan for the 2025 interim report, indicating a trend of substantial dividend payouts [3][5] - The Shanghai Composite Index has surpassed the 3700-point mark, increasing by 0.46%, with AI chips and Chiplet concepts leading the market gains [7] Group 2 - The national food safety supervision and sampling results for the first half of the year show an overall non-compliance rate of 2.61%, a decrease of 0.17 percentage points compared to the same period last year [8] - The total import and export value of the Yellow River Basin reached 3.67 trillion yuan in the first seven months of the year, reflecting a year-on-year growth of 7.8%, which is higher than the national average growth rate of 4.3% [8] - The ecological product value in the Tianjin Eco-city has exceeded 10 billion yuan for the first time, growing approximately 21 times since its establishment, with a projected value of 11.12 billion yuan for 2024 [8] - The number of inbound and outbound travelers at Beijing's ports is expected to exceed 13 million by 2025, marking an 18.7% year-on-year increase [8] Group 3 - JD Group reported a net revenue of 356.66 billion yuan for Q2, representing a year-on-year growth of 22.4%, surpassing the estimated 335.45 billion yuan [9]

Group 1 - The ChiNext Index has surpassed the 2500-point threshold, increasing by 0.15% [1] - AI chips and Chiplet concepts are among the leading sectors in terms of growth [1] - Sectors that experienced significant gains include those that had涨停 (limit-up) yesterday [1]

Group 1 - The Shenzhen Component Index has surpassed the 11,600-point mark, increasing by 0.42% [1] - Sectors such as AI chips, digital sentinels, and Chiplet concepts have shown significant gains [1]

Core Viewpoint - The Shanghai Composite Index broke through the 3700-point mark, increasing by 0.46% on the morning of August 14 [1]. Industry Summary - AI chips and Chiplet concepts are among the sectors with the highest gains [2].

Group 1 - The stock price of Galaxy Microelectronics closed at 25.63 yuan on July 29, 2025, down 0.62% from the previous trading day, with a trading volume of 0.60 billion yuan [1] - Galaxy Microelectronics focuses on the research and manufacturing of semiconductor devices, with products including discrete devices and power devices [1] - The company operates in sectors such as semiconductors, Jiangsu sector, and Chiplet concept [1] Group 2 - On July 29, the net outflow of main funds for Galaxy Microelectronics was 2.5886 million yuan [2] - The board of directors decided not to adjust the conversion price of "Yinwei Convertible Bonds" and clarified that if the adjustment conditions are triggered again within the next three months, no adjustment plan will be proposed [1]