(本文来自第一财经) 深圳华强涨停，汇纳科技、晶赛科技涨超10%，赛微电子、力源信息、新媒股份、回天新材、好上好跟 涨。 ...

板块题材上，影视传媒、液冷服务器、华为海思概念走高，贵金属板块调整。 8月18日，A股全线高开，上证指数报3740.50点，突破2021年2月18日盘中创下的3731.69点高点，创下 自2015年8月20日之后的新高。 截至午盘，A股继续大涨，沪指涨1.18%，深成指涨2.25%，创业板指涨3.63%，北证50指数涨4.59%， 沪深京三市半日成交额17467亿元，较上日放量4196亿元。全市场超4400只个股上涨。 另证券时报报道，根据实时数据统计，截至10点34分，A股公司A股市值总和突破100万亿元，创历史新 高，这也是A股历史上首次突破100万亿元大关。 MACD金叉信号形成，这些股涨势不错！ 盘面上，影视传媒板块走强，百纳千成、华策影视、慈文传媒等数只个股涨停。液冷服务器板块持续走 强，曙光数创涨超20%，高澜技术、强瑞技术20CM涨停封板。川润股份、金田股份等数十只个股涨停 封板。华为海思概念股走强，晶赛科技30CM涨停，深圳华强、好上好涨停封板。贵金属板块调整，山 东黄金、赤峰黄金跌超1%。 备受关注的中国神华复牌"10CM"涨停。截至午盘，涨幅回落至5.27%，现报39.54元，最新市值为7 ...

Market Performance - The Shanghai Composite Index rose over 1% to reach a nearly ten-year high, closing at 3740.50 points, an increase of 1.18% [1] - The Shenzhen Component Index increased by 2.25%, closing at 11896.38 points, while the ChiNext Index surged by 3.63% to 2626.29 points [1] Stock Market Overview - Nearly 4500 stocks in the market saw an increase, with over a hundred stocks hitting the daily limit up [4] - The total market capitalization of A-shares surpassed 100 trillion yuan for the first time in history, marking a significant milestone [4] Sector Performance - The communication equipment, cultural media, and consumer electronics sectors led the gains, while precious metals, coal, and real estate sectors experienced fluctuations [4] - Notable stocks included ZTE Corporation hitting the daily limit up, and several companies in the AI application and cultural media sectors also saw significant gains, with multiple stocks rising by 20% [4] Margin Trading - Margin trading activity has intensified, with the balance of margin financing exceeding 2 trillion yuan for the first time in ten years, reaching 20626 billion yuan as of August 15, 2025 [5] - The trading volume for margin transactions hit a new high of 247.9 billion yuan on the same day, with an increase of over 70 billion yuan in margin balance since the beginning of August [5]

Market Performance - The three major A-share indices collectively rose on the 18th, with the Shanghai Composite Index increasing by 1.18% to 3740.50 points, the Shenzhen Component Index rising by 2.25%, and the ChiNext Index up by 3.63% [2] - The North China 50 Index saw a significant increase of 4.59% [2] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 17,467 billion yuan, an increase of 4,196 billion yuan compared to the previous day [2] - Over 4,400 stocks in the market experienced gains [2] Sector Performance - The film and media sector showed strong performance, with stocks such as Baidu Qiancheng, Huace Film & TV, and Ciwen Media hitting the daily limit [2] - The liquid cooling server sector continued to perform well, with Shuguang Technology rising over 20%, and stocks like Gaolan Technology and Qiangrui Technology hitting the daily limit [2] - Huawei HiSilicon concept stocks also saw gains, with Jinsai Technology hitting a 30% limit up, and Shenzhen Huqiang and Haoshanghao also reaching the daily limit [2] - The precious metals sector experienced a correction, with Shandong Gold and Chifeng Gold both declining by over 1% [2]

SZ 300/30 公司专注数字政府及智慧企业信息化综合服务提供,业务覆盖政务l 务、社会治理、政府行业、企业数字化转型、金融科技、机器视觉. 一、【早盘盘面回顾】 智通财经8月18日讯，市场早盘高开高走，沪指创近10年新高，北证50指数创历史新高。沪深两市半日成交额1.72万亿，较上个交易日放量4114亿。盘面上 热点集中在AI硬件和大金融方向，个股涨多跌少，全市场近4500只个股上涨。从板块来看，券商、金融科技股维持强势，指南针2连板续创历史新高。液冷 服务器等AI硬件股持续爆发，强瑞技术等多股涨停。影视股表现活跃，华策影视等涨停。截至收盘，沪指涨1.18%，深成指涨2.25%，创业板指涨3.63%。 个股来看，今日早盘涨停数量为91家（不包括ST及未开板新股），封板率为85%，连板股数量为24家，飞龙股份、长城证券、金田股份、腾龙股份、爱丽家 居、宏和科技4连板，中粮糖业、济民健康3连板，同洲电子、汉钟精机、川润股份、中电鑫龙、华宏科技、新天药业、佛燃能源、科创信息、指南针、上海 电力、诺德股份、方正科技、东阳光、大智慧、大豪科技、再升科技、科森科技、申联生物、南亚新材、影石创新2连板。 板块上，券商、 ...

板块题材上，影视传媒、液冷服务器、华为海思概念走高，贵金属板块调整。 A股三大指数集体收涨，截至午盘，沪指涨1.18%，深成指涨2.25%，创业板指涨3.63%，北证50指数涨4.59%，沪深京三市 半日成交额17467亿元，较上日放量4196亿元。全市场超4400只个股上涨。 盘面上，影视传媒板块走强，百纳千成、华策影视、慈文传媒等数只个股涨停。液冷服务器板块持续走强，曙光数创涨超 20%，高澜技术、强瑞技术20CM涨停封板。川润股份、金田股份等数十只个股涨停封板。华为海思概念股走强，晶赛科技 30CM涨停，深圳华强、好上好涨停封板。贵金属板块调整，山东黄金、赤峰黄金跌超1%。 ...

Core Viewpoint - The A-share market has reached a historic milestone, with the total market capitalization surpassing 100 trillion yuan for the first time, driven by strong performances in various sectors, particularly in AI hardware and cultural media [4][6]. Market Performance - The Shanghai Composite Index rose by 1%, while the Shenzhen Component Index increased by 1.94%, and the ChiNext Index surged by 3.21%, with over 3,990 stocks in the two markets experiencing gains [3][4]. - The total market capitalization of A-shares exceeded 100 trillion yuan, marking a historic high and the first time this threshold has been crossed [4]. - The ChiNext Index saw a significant increase of over 3%, with notable gains in sectors such as cultural media, consumer electronics, and gaming [6]. Sector Highlights - The following sectors showed remarkable performance: - Film and television industry: +6.49% with a capital inflow of 1.167 billion yuan - Liquid cooling servers: +5.70% with a capital inflow of 5.924 billion yuan - Short drama games: +4.91% with a capital inflow of 2.077 billion yuan - Huawei HiSilicon concept stocks: +4.76% with a capital inflow of 1.373 billion yuan - AI-related stocks: +4.22% with a capital inflow of 5.374 billion yuan [7]. Trading Volume - The trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion yuan, indicating robust market activity [8].

Market Overview - The Shanghai Composite Index has surpassed the 3700-point mark, increasing by 0.43% [1] - The index opened at 3712.5 points, with the Shenzhen Component Index rising by 0.48% to 11690.94 points, and the ChiNext Index up by 0.6% to 2549.55 points [2] Sector Performance - The photovoltaic sector showed strong performance, alongside active trading in GPU, electronic fabrics, and copper-clad laminates [2] - The film and theater sector surged by 43.19%, while the new energy metal sector increased by 2.31% [3] Stock Highlights - Longcheng Securities opened with an 8% increase [2] - Notable gains were observed in tech stocks, with NIO rising over 5% and Bilibili increasing by more than 2% [4] Monetary Policy - The People's Bank of China conducted a 7-day reverse repurchase operation amounting to 266.5 billion yuan, with an interest rate of 1.40% [5] - The central bank adjusted the RMB to USD exchange rate, raising it by 49 basis points to 7.1322 [6]

格隆汇7月31日｜A股市场华为海思概念股拉升，其中，德龙激光涨近14%，神州数码、卓易信息、飞 荣达、智立方、慧博云通、润和软件、诚迈科技等跟涨。 ...

Group 1 - Nvidia's computing chips have been reported to have serious security issues [2] - US lawmakers are calling for advanced chips exported from the US to include "tracking and positioning" features [2] - Nvidia's technology for "tracking and positioning" and "remote shutdown" is reportedly mature [2] Group 2 - The National Internet Information Office of China has requested Nvidia to explain the security risks associated with the H20 computing chip sold to China [2] - Nvidia is required to submit relevant proof materials regarding the security vulnerabilities and backdoor risks of the H20 chip by July 31, 2025 [2] - Following the news, shares of Huawei's HiSilicon concept surged, with Digital China rising over 6% and Zhuoyi Information increasing over 4% [2]