下载财联社APP获取更多资讯 今日A股早盘冲高回落，创业板指领涨。 沪深两市半日成交额2.08万亿，较上个交易日放量5678亿。 盘面上热点快速轮动，个股涨多跌少，全市场 超2800只个股上涨。 从板块来看，算力股维持强势，长飞光纤等多股涨停。 稀土、有色等周期股震荡走强，北方铜业等涨停。 地产股展开反弹，万科A涨停。 板块方面，稀土永磁、白酒、CPO、有色金属等板块涨幅居前，美容护理、足球概念、燃气、工程机械等板块跌幅居前。 截至午间收盘，沪指涨0.86%，深成指涨1.61%，创业板指涨2.22%。 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...

Market Overview - The market experienced a morning surge followed by a pullback, with the ChiNext Index leading the gains [1] - As of the midday close, the Shanghai Composite Index rose by 0.86%, the Shenzhen Component Index increased by 1.61%, and the ChiNext Index gained 2.22% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.08 trillion yuan, an increase of 567.8 billion yuan compared to the previous trading day [1] Index Performance - Shanghai Composite Index: Latest at 3858.59, up 0.86% with a trading volume of 901.85 billion yuan [2] - Shenzhen Component Index: Latest at 12361.36, up 1.61% with a trading volume of 1.18 trillion yuan [2] - ChiNext Index: Latest at 2741.98, up 2.22% with a trading volume of 580.08 billion yuan [2] - Northbound Trading: Northbound 50 Index decreased by 0.21% [2] Sector Performance - Strong sectors included rare earth permanent magnets, liquor, CPO, and non-ferrous metals, which saw significant gains [3] - Weak sectors included beauty care, football concepts, gas, and engineering machinery, which experienced declines [3] - Notable stocks included Longi Green Energy and Northern Copper, both of which hit the daily limit [2][3]

Market Overview - The Hang Seng Index closed at 25,339.14, up 234 points or 0.93%, with a weekly increase of 69 points or 0.3% [3][4] - The China Enterprises Index (国指) closed at 9,079.93, up 105 points or 1.17% [3] - The technology index (科指) closed at 5,647.68, up 149 points or 2.71%, with a weekly increase of 104 points or 1.9% [3][4] - Total market turnover increased by nearly 20% to 285.584 billion [3] Company Performance - 招金矿业 (Zhaojin Mining) reported a 1.6 times increase in net profit to 1.44 billion RMB, with revenue rising 50.69% to 6.973 billion RMB [11] - 赤峰黄金 (Chifeng Jilong Gold Mining) saw a 55.79% increase in net profit to 1.107 billion RMB, with revenue up 25.64% to 5.272 billion RMB [12] - 东风集团 (Dongfeng Motor Group) reported a 91.96% decline in net profit to 55 million RMB, despite a revenue increase of 6.62% to 54.533 billion RMB [13] - 布鲁可 (Bluestar) turned a profit of 297 million RMB, with revenue rising 27.89% to 1.338 billion RMB [14] Industry Dynamics - The Hong Kong government is enhancing cooperation with the Middle East, focusing on finance, trade, culture, and sports [7] - The new stablecoin regulations in Hong Kong aim to position stablecoins as payment tools without speculative opportunities [8] - The Ministry of Industry and Information Technology of China is pushing for advancements in GPU chips and other core technologies to enhance computing power supply [9] - A cross-border drone cargo project between Shenzhen and Hong Kong is set to begin test flights by the end of 2025, aiming to facilitate low-altitude logistics [10]

Group 1 - The artificial intelligence (AI) industry chain continues to experience significant growth, with the ChiNext AI index rising over 3% and reaching new highs, driven by strong performance in computing power and applications [1] - The ChiNext AI index has surged 11.77% in the past week, marking seven consecutive weeks of gains, and has increased over 57% year-to-date, outperforming other AI indices [4] - The first AI ETF tracking the ChiNext AI index has seen its scale exceed 3 billion yuan, with an average daily trading volume of over 300 million yuan in the past month, indicating strong market interest [5] Group 2 - The 2025 China Computing Power Conference highlighted the government's commitment to optimizing national computing power infrastructure and encouraging investment in low-utilization areas [3] - Current user penetration of AI large models is still low, indicating that the development of these models is in its early stages, with significant potential for capital expenditure growth as revenues increase [3] - The computing power industry is entering a heated investment phase, with major global cloud service providers significantly increasing capital expenditures towards AI computing power [3] Group 3 - The focus on the North American computing power chain, particularly in the optical module sector, suggests a promising growth trajectory for the computing power industry [3] - The recommendation to invest in leading companies within the optical module industry reflects confidence in the growth potential of the computing power infrastructure sector [3]

Core Viewpoint - The Zhongzheng Kechuang Chuangye 50 Index has shown strong performance, with significant gains in constituent stocks, indicating a bullish trend in the technology and innovation sectors in China [1][2]. Group 1: Index Performance - As of August 25, 2025, the Zhongzheng Kechuang Chuangye 50 Index rose by 4.78%, with notable increases in stocks such as Zhongji Xuchuang (up 14.63%) and Haiguang Information (up 14.37%) [1]. - The Kechuang Chuangye ETF (Jia Shi, 588400) increased by 4.57%, with a weekly cumulative rise of 10.88% as of August 22, 2025 [1]. - The latest scale of the Kechuang Chuangye ETF reached 1.785 billion yuan, marking a one-month high [1]. Group 2: Fund Performance - The Kechuang Chuangye ETF has achieved a net value increase of 20.70% over the past six months, ranking 444 out of 3537 in the index stock fund category, placing it in the top 12.55% [1]. - Since its inception, the ETF has recorded a highest single-month return of 29.42% and an average monthly return of 5.69% during rising months [1]. Group 3: Key Holdings - As of July 31, 2025, the top ten weighted stocks in the Zhongzheng Kechuang Chuangye 50 Index accounted for 57.49% of the index, with leading companies including Ningde Times and Zhongji Xuchuang [2][4]. - The top three stocks by weight are Ningde Times (9.85%), Zhongji Xuchuang (5.20%), and Haiguang Information (5.27%) [4]. Group 4: Industry Insights - The Ministry of Industry and Information Technology emphasized the need for a scientific layout of computing power infrastructure and the acceleration of breakthroughs in key technologies such as GPU chips during the 2025 China Computing Power Conference [4]. - The Chinese computing power platform has achieved comprehensive connectivity, further solidifying the foundation for the country's digital economy [4]. Group 5: Market Sentiment - Dongwu Securities reported that the financing balance has exceeded 2 trillion yuan, a historical high, with insurance funds continuing to increase their holdings in financial stocks [5]. - The current market sentiment is positive, with a focus on long-term investments in financial and technology sectors, particularly in robotics, domestic and international computing power, and innovative pharmaceuticals [5].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 今天早盘，A股三大指数集体高开，沪指续创十年新高！创业板突破2700点，创2022年8月25日以来新 高。开盘不到半小时，沪深两市成交额连续第63个交易日突破1万亿。 截至10：50，沪指涨1.12%，深成指涨1.99%，创业板指涨2.55%，全市场近3700只个股上涨。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3868.71 | 12407.66 | 1609.32 | | +42.95 +1.12% +241.60 +1.99% | | +9.04 +0.56% | | 科创50 | 创业板指 | 万得全A | | 1290.40 | 2751.02 +42.54 +3.41% +68.47 +2.55% +96.75 +1.60% | 6157.57 | | 沪深300 | 中证500 | 中证A500 | | 4446.77 | 6942.02 | 5289.37 | | +68.77 +1.57% +119.18 +1.75% +90.45 +1.74% | | | | 中证1 ...

Market Overview - The A-share market opened strongly on August 25, with the Shanghai Composite Index rising by 0.59% and both the Shenzhen Component Index and the ChiNext Index increasing by over 1% [1] - The Hong Kong stock market also opened higher, with all three major indices gaining over 1%, and the Hang Seng Tech Index rising nearly 3% [2] Sector Performance - The semiconductor sector saw significant gains, with the GPU index rising over 6% in the morning session, and individual stocks like Cambrian (寒武纪) leading in trading volume [4] - The rare earth sector experienced a collective surge, with stocks like Jinchuan Magnet (金力永磁) hitting the daily limit up, and several others following suit [9][11] Notable Stocks - NIO Inc. (蔚来) surged over 13%, leading the Hang Seng Tech Index components [2] - Cambrian (寒武纪) saw its stock price peak at 1391 CNY per share, with a trading volume exceeding 13.3 billion CNY, making it the top traded stock in the A-share market [4][5] - Dekoli (德科立) reached a 20% increase, hitting the daily limit up, while other stocks in the optical communication sector also performed well [6][7] Policy Impact - The introduction of a new regulatory framework for rare earth mining and processing by the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Natural Resources is expected to tighten control over the industry, potentially leading to increased prices and consolidation among leading companies [11] Corporate Actions - Dongfeng Group announced a significant capital operation plan, including the privatization of Dongfeng Group Holdings and the spin-off of its electric vehicle subsidiary, Lantu Motors, which is set to independently list on the Hong Kong Stock Exchange [12][13]

【导读】稀土板块飙涨，芯片股持续火热，寒武纪继续走高 中国基金报记者 晨曦 大家好！来一起关注最新的市场行情和资讯 ~ 8 月 25 日， A 股市场开盘火热：上证指数跳空高开 0.59% ，深证成指、创业板指涨超 1% 。截至发稿，上证指数站上 3860 点，深证成指、创业板指涨幅持续扩大。 | 3864.95 | ﺮ | 12364.39 | ુ | 2730.27 | ﻭ | | --- | --- | --- | --- | --- | --- | | 上证指数 +1.02% | | 深证成指 +1.63% | | 创业板指 +1.78% | | 科创 50 指数盘初一度涨近 6% ，截至发稿涨幅有所回落。 | < w | 科创50(000688) Q | | --- | --- | | 08-25 10:19:24 | | | １３００．３０ 昨收 1247.86 成交额 691.37亿 | | | +52.44 | 今开 | | 上涨 = 460 | 平盘 ထ 下跌 一 121 | | 最高价 | 182.6 近20日 23.24% | | 最低价 | 31.48% | | 年时 | 五日 日K ...

Group 1 - The ChiNext Index has surpassed 2700 points, reaching its highest level in nearly three years since August 25, 2022 [1] - The ChiNext Index has increased by over 2%, while the Shanghai Composite Index rose by 0.78% and the Shenzhen Component Index increased by 1.44% [2] - Over 2600 stocks in the Shanghai, Shenzhen, and Beijing markets have seen gains, with sectors such as AI chips, CPO, computing power, and brokerage firms leading the rise [2]

Group 1 - The ChiNext Index has surpassed 2700 points, reaching a new high not seen in nearly three years since August 25, 2022 [1] - The ChiNext Index increased by over 2%, while the Shanghai Composite Index rose by 0.78% and the Shenzhen Component Index increased by 1.44% [1] - Sectors such as AI chips, CPO, computing power, and brokerage firms are leading the gains, with over 2600 stocks rising across the Shanghai, Shenzhen, and Beijing markets [1]