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沪指突破3900点,A股“王者归来”,这一概念掀涨停潮
Zheng Quan Shi Bao· 2025-10-09 04:55
10月9日,是国庆长假后首个交易日,A股全面高开高走,上证指数突破3900点,再创10年新高,科创50则盘中大涨逾6%,创4年多来新高,深证成指、 创业板指、沪深300等也纷纷创出多年新高。市场成交呈快速放大趋势,开盘不到1小时成交就超过万亿元。 时隔10年,上证指数再次突破3900点。科创50盘中大涨逾6%。 我国可控核聚变领域亦再迎重大进展,位于安徽合肥的紧凑型聚变能实验装置(BEST)项目建设取得关键突破。 国际能源署日前发布的《2025年可再生能源》报告预测,未来5年全球可再生能源新增装机容量将达到之前5年增量的两倍。2025至2030年期间,全球可再 生能源装机容量将增加4600吉瓦,大致相当于中国、欧盟和日本当前装机容量总和。 | 名称 | 序号 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | 1 | 3931.07 | 48.29 | 1.24% | | 深证成指 | 2 | 13763.88 | 237.37 | 1.75% | | 北证50 | 3 | 1532.43 | 3.80 | 0.25% | | 万得全A | 4 ...
时隔3700余天 沪指重返3900点
今日上午,上证指数突破3900点。上一次A股"见到"3900点,是在2015年8月18日,距今已有3700余天。 盘面上,"科技+有色金属"成为最强双主线。有色金属板块中,贵金属板块领涨,工业金属、小金属、稀土永磁等板块上涨。两大龙头股紫金矿业、洛阳 钼业联手大涨,盘中股价均创历史新高。 科技股全面发酵,存储芯片、消费电子等板块涨幅居前。通富微电"一字"涨停,晶圆代工双雄中芯国际涨超7%、华虹公司"20CM"涨停,兆易创新、澜起 科技、中微公司、拓荆科技等龙头股也大涨,这些龙头股盘中股价均创历史新高。 此外,可控核聚变、固态电池、量子科技等板块也大涨。 上午收盘,上证指数上涨1.24%,报3931.07点,深证成指上涨1.75%,创业板指上涨1.77%。市场半日成交超1.72万亿元。 科技股全面走强 今天上午,科技股全面走强,半导体产业链大涨,存储芯片、先进封装等板块涨幅居前。消费电子概念上涨,AI PC、AI手机等板块涨幅居前。算力产业 链表现活跃,PCB、光模块等板块上涨。 | 德邦科技 ■ 688035 | 63.18 | 14.56% | 89.9 Z | | --- | --- | --- | -- ...
时隔10年!沪指涨超1%站上3900点 黄金、可控核聚变概念集体爆发
Xin Hua Cai Jing· 2025-10-09 04:36
Market Performance - A-shares experienced a strong upward trend on October 9, with the Shanghai Composite Index rising over 1% and surpassing the 3900-point mark, reaching a new high in over ten years [1] - The Shenzhen Component Index increased by 1.75%, while the ChiNext Index rose by 1.77% [1] - The Sci-Tech Innovation 50 Index saw a significant increase of 5.59% [1] Sector Performance - The surge in international gold prices led to a collective rise in the non-ferrous and precious metals sectors, with several stocks hitting the daily limit [1] - The semiconductor sector continued its strong performance, with companies like Huahong Semiconductor and Zhaoxin Technology reaching historical highs [1] - Other notable sectors that performed well included controlled nuclear fusion, superconductors, and storage chips [2] Economic Indicators - The National Bureau of Statistics reported a 4.5% year-on-year increase in daily sales revenue for consumption-related industries during the National Day and Mid-Autumn Festival holiday [5] - Both goods and service consumption saw growth, with a 3.9% increase in goods and a 7.6% increase in services [5] Institutional Insights - Huatai Securities highlighted three key changes: a marginal recovery in the PMI, strong holiday travel data, and a positive outlook on AI investments [3] - CITIC Construction expressed optimism for October, expecting the market to continue its upward trend, focusing on companies with strong third-quarter performance [3] - Guosheng Securities noted that liquidity is expected to remain loose, with the weighted average interest rate for 7-day pledged repos likely to stay around 1.4%-1.5% [4] Regulatory Developments - The Ministry of Commerce announced enhanced export controls on rare earth-related items, emphasizing China's commitment to global peace and stability [6] - The new policy includes a limited scope of controlled items and provisions for humanitarian aid exports [6] Industry Standards - The Ministry of Industry and Information Technology plans to establish over 30 new national and industry standards for cloud computing by 2027, aiming to enhance the standardization system in the industry [7]
异动盘点1009|联想集团涨超5%,华虹半导体涨超7%;特斯拉涨超1%,AMD涨超11%
贝塔投资智库· 2025-10-09 04:25
点击蓝字,关注我们 今日上午港股 1. 阜博集团(03738)涨超5%, Open AI发布最新音视频生成模型Sora2,并同步试运行由该模型驱动的iOS 社交应用Sora,后者在10月3日至今持续登顶iOS美国免费榜。 2. 联想集团(00992)涨超5%, 公司对Infinidat收购计划进展顺利,预计将于年底前完成交割。 3. 洛阳钼业(03993)再涨超6%, 刚果(金)总统齐塞克迪日前警告称,该国政府将永久禁止违反新钴出 口配额制度的企业出口钴。 4. 黑芝麻智能(02533)涨超7%, 近期与奇瑞及太保产险达成合作,公司即将发布机器人产品线。 5. 京东物流(02618)涨超3%, 京东物流公布,10月8日,公司(作为买方)与JD.com(作为卖方)订立业务转 让协议。 6. 华虹半导体(01347)涨超7%, 供应链本土化继续加速,本土代工需求有望迅速扩大。 7. 蜜雪集团(02097)涨超8%, 蜜雪集团发布公告,跨界投资鲜啤福鹿家 前瞻性布局"茶饮+咖啡+鲜啤"版 图。 10. 中国中铁(00390)涨超8% ,公司近期中标超500亿订单,机构称关注矿产资源重估。 昨日 美股 1. 特斯拉( ...
恒生指数早盘涨0.04% 上海电气大涨超15%
Zhi Tong Cai Jing· 2025-10-09 04:11
港股恒生指数涨0.04%,涨11点,报26840点;恒生科技指数涨0.63%。港股早盘成交2074亿港元。 上海电气(601727)(02727)涨15.72%,公司A股涨停,可控核聚变赛道近期利好频出。 华虹半导体(01347)涨6.75%再创新高,供应链本土化继续加速,本土代工需求有望迅速扩大。 江西铜业(600362)股份(00358)再涨11%,公司为国内铜冶炼龙头,第一量子旗下铜矿有望复产。 洛阳钼业(603993)(03993)再涨8%,刚果严控钴出口,钴价此前两日飙升逾11%。 恒生银行(00011)涨26%,汇丰建议将恒生银行私有化。 部分光伏股早盘走高。9月光伏产业链价格持续走高,上游价格涨幅高于下游。新特能源(01799)涨 4.52%;福莱特(601865)玻璃(06865)涨7.67%;协鑫科技(03800)涨3.73%。 高铁基建股涨幅居前。铁路投资进度再破纪录,"十五五"铁路发展规划编制工作已启动。中国中铁 (601390)(00390)涨9%;中国中冶(601618)(01618)涨6%;中国中车(601766)(01766)涨4.17%。 中兴通讯(00763)AH股齐涨,Co ...
晨化股份:公司的阻燃剂产品暂未应用于可控核聚变领域
Mei Ri Jing Ji Xin Wen· 2025-10-09 04:01
晨化股份(300610.SZ)10月9日在投资者互动平台表示,公司阻燃剂产品主要为有卤磷系阻燃剂 TCPP、TCEP 和无卤磷系阻燃剂 DMMP、 DEEP,广泛应用于建筑、电子、汽车、家电、涂料等领 域。公司产品至下游终端产品之间尚存在较多加工制造环节,具体使用场景由下游客户根据自身需求确 定。公司的阻燃剂产品暂未应用于可控核聚变领域。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:请问公司的阻燃剂产品可否间接应用于可控核聚变领 域? ...
超3200只个股上涨
Di Yi Cai Jing· 2025-10-09 03:59
2025.10.09 文字数:1954,阅读时长大约3分钟 作者 | 一财阿驴 11:31 A股午盘|沪指时隔10年再度突破3900点 沪指涨1.24%,深成指涨1.75%,创业板指涨1.77%。 盘面上,核电、半导体、贵金属概念全线大涨;顺周期方向普跌,文旅、航运、白酒股跌幅居前。 沪深两市半日成交额1.72万亿,较上个交易日放量3547亿。全市场超3200只个股上涨。 11:16 港股航空股大幅拉升,中国东方航空大涨10.6%,中国南方航空涨约8%,中国国航涨4.8%,国泰 航空涨1.6%。 10:50 港股恒生科技指数涨幅扩大至1%,此前跌超1%,恒生指数转涨。 10:49 深证成指、创业板指双双涨超2%,上证指数涨超1%,贵金属、可控核聚变、半导体等板块涨幅 居前。 10:46 A股中兴通讯盘中触及涨停,成交额超100亿元;港股中兴通讯涨超10%。 本 10:45 证券板块触底回升,红塔证券触及涨停,广发证券、中泰证券、国海证券、华泰证券纷纷上扬。 10:38 创业板指涨幅扩大至2%,上证指数涨0.93%,深证成指涨1.64%。贵金属、可控核聚变、半导 体、钢铁板块涨幅居前,全市场超2800只个股上涨 ...
午间涨跌停股分析:80只涨停股、18只跌停股,可控核聚变概念活跃,合锻智能8天4板
Xin Lang Cai Jing· 2025-10-09 03:55
连板股方面,*ST亚太18天17板,精艺股份6天5板,日盈电子8天4板,养元饮品6天4板,山子高科、 *ST东易3连板,大众公用、万里石等3天2板,江西铜业、深科技等2连板,海康威视、深南电路等涨 停。 ST景谷、*ST宇顺连续3日跌停,ST新华锦、*ST沐邦连续2日跌停,*ST奥维、*ST赛隆等跌停。 10月9日午间,A股半日下来共有80只涨停股、18只跌停股。可控核聚变概念活跃,合锻智能8天4板, 上海电气、浙富控股等涨停;超导概念走强,永鼎股份、金杯电工涨停;贵金属板块上涨,山东黄金、 白银有色等涨停。 ...
超3200只个股上涨
第一财经· 2025-10-09 03:53
2025.10. 09 本文字数:1954,阅读时长大约3分钟 作者 | 一财 阿驴 11:31 A股午盘|沪指时隔10年再度突破3900点 沪指涨1.24%,深成指涨1.75%,创业板指涨1.77%。 盘面上,核电、半导体、贵金属概念全线大涨;顺周期方向普跌,文旅、航运、白酒股跌幅居前。 沪深两市半日成交额1.72万亿,较上个交易日放量3547亿。全市场超3200只个股上涨。 11:16 港股航空股大幅拉升,中国东方航空大涨10.6%,中国南方航空涨约8%,中国国航涨4.8%, 国泰航空涨1.6%。 10:46 A股中兴通讯盘中触及涨停,成交额超100亿元;港股中兴通讯涨超10%。 10:45 证券板块触底回升,红塔证券触及涨停,广发证券、中泰证券、国海证券、华泰证券纷纷上 扬。 10:38 创业板指涨幅扩大至2%,上证指数涨0.93%,深证成指涨1.64%。贵金属、可控核聚变、半 导体、钢铁板块涨幅居前,全市场超2800只个股上涨。 10:32 科创50指数大涨超5%,多只芯片股创新高,芯原股份涨超16%,中微公司涨超8%,佰维存 储涨超7%。 | | | 分时 多日 1分 5分 15分 30分 60分 ...
A股午评 | 沪指涨逾1%再度突破3900点 芯片概念再爆发 有色金属板块大涨
智通财经网· 2025-10-09 03:53
Core Viewpoint - The A-share market experienced a strong performance post-National Day holiday, driven by external market support, increased trading volume, and a broad-based rally in various sectors, particularly technology and resource sectors. Market Performance - On October 9, the three major A-share indices rose significantly, with the Shanghai Composite Index up 1.24%, the Shenzhen Component Index up 1.75%, and the ChiNext Index up 1.77% [1] - Over 3,200 stocks in the market saw gains, indicating a strong bullish sentiment [1] Sector Highlights - **Precious Metals and Resources**: The surge in international gold prices led to a collective rise in the precious metals sector, with stocks like Sichuan Gold and Jiangxi Copper hitting the daily limit [1][5] - **Controlled Nuclear Fusion**: The controlled nuclear fusion sector saw explosive growth, with multiple stocks, including Guoguang Electric, reaching the daily limit [1][4] - **Semiconductors**: The semiconductor sector continued its strong performance, with companies like Huahong Semiconductor and CanSemi both hitting historical highs [1] - **Batteries and Other Sectors**: Other sectors such as batteries, securities, and steel also showed notable activity during the trading session [1] Market Drivers - **External Environment and Currency Support**: The strong market performance was supported by a favorable external environment, with global indices rising during the National Day holiday, particularly in Southeast Asia [2] - **Increased Trading Volume**: The trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion yuan, reflecting active participation from new capital [2] - **Technological and Resource Sector Catalysts**: The technology sector was buoyed by positive news from the AI industry, while the resource sector benefited from a historic rise in gold prices, surpassing $4,000 per ounce [2][5] Institutional Insights - **Zhongshan Securities**: The market is expected to continue its upward trend, supported by ongoing inflows of new capital and a stable economic backdrop [3][8] - **CITIC Securities**: The focus remains on technology and gold sectors, with expectations of continued strength in these areas due to global liquidity and improving U.S.-China relations [9] - **Shenwan Hongyuan**: The outlook for the fourth quarter remains positive, with a focus on technology and select cyclical sectors [10] - **Industrial Trends**: Emphasis on sectors benefiting from the "14th Five-Year Plan," including innovative pharmaceuticals, AI, and battery technologies [11]