Group 1 - The market experienced a V-shaped rebound on August 28, with the ChiNext Index leading the gains and the STAR 50 Index rising over 7%, while companies like Cambrian and SMIC reached historical highs [2] - The total trading volume in the Shanghai and Shenzhen markets was 2.97 trillion yuan, a decrease of 194.8 billion yuan compared to the previous trading day [2] - Market hotspots were concentrated in computing power and chip sectors, with over 2,800 stocks rising, while sectors like pharmaceuticals saw declines [2] Group 2 - According to a report from Galaxy Futures, the market is expected to experience fluctuations in the short term, as recent rapid increases in stock indices may require consolidation [6] - The report noted that trading volume has significantly increased, indicating intense buying and selling activity, leading to greater market divergence [6] - The report suggests that after a rapid decline in volume, a rebound may occur, but stock indices are likely to transition into a period of volatility [6]

市场午后V型反弹，创业板指领涨，科创50指数涨超7%，寒武纪、中芯国际双双创历史新高。截至收 盘，沪指涨1.14%，深成指涨2.25%，创业板指涨3.82%。 下跌方面，医药股展开调整，南新制药等多股跌超5%。 沪深两市成交额合计2.97万亿元，较上一交易日缩量约1947.62亿元。其中，沪市成交额1.27万亿元，深 市成交额1.71万亿元。 中芯国际成交额居首，为271.19亿元。其后是北方稀土、寒武纪-U、新易盛、胜宏科技，成交额分别为 260.39亿元、260.24亿元、240亿元、232.74亿元。 | 序号 | 代码 | 名称 | 现价 | 湖珠 | 新浪帽 | - 振馨 | 最高 | 最低 | 土盘比 | 换手率 | 成交量 | 成交额 ▼ | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 688981 | 中的国际 | 119.22 c | 17.71 | 17.45% | 16.97% | 119.22 | 101,99 | 1.80 | 12.17% | 2.42亿 | ...

Market Overview - The market experienced a V-shaped rebound in the afternoon, with the ChiNext Index leading the gains, and the STAR 50 Index rising over 7% [1] - By the close, the Shanghai Composite Index rose by 1.14%, the Shenzhen Component Index increased by 2.25%, and the ChiNext Index surged by 3.82% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.97 trillion yuan, a decrease of 194.8 billion yuan compared to the previous trading day [1][7] Sector Performance - The market focus was on computing power and semiconductor sectors, with over 2,800 stocks rising across the market [2] - Key sectors that performed well included CPO, semiconductors, copper foil, and PCB, while agriculture, weight loss drugs, clothing, and liquor sectors saw declines [3] - Notable stocks in the computing hardware sector maintained strong performance, with Tianfu Communication and others reaching historical highs [2] Stock Movement - A total of 2,868 stocks rose, while 2,402 stocks declined, with 66 stocks hitting the daily limit up [5] - The limit-up performance rate was 73%, with a high opening rate of 52% and a profit rate of 62% [9]

一起来看下上午的市场情况及资讯。 8月28日上午，A股三大指数集体低开，随后震荡拉升，创业板指一度涨逾2%，科创50指数半日涨超3%。截至午间收盘，沪指涨0.07%，深成指涨 0.56%，创业板指涨1.26%。 【导读】寒武纪股价再超茅台，位居"股王"宝座 | 上证指数 | 深证成指 | | 北证50 | | --- | --- | --- | --- | | 3803.08 | 12364.34 | | 1529.75 | | +2.73 +0.07% +69.27 +0.56% -20.68 --1.33% | | | | | 科创50 | 创业板指 | | 万得全A | | 1319.28 | 2757.41 | | 6064.06 | | +46.72 +3.67% +34.21 +1.26% | | | +6.81 +0.11% | | 沪深300 | 中证500 | | 中证A500 | | 4416.20 | 6887.59 | | 5262.16 | | +30.07 +0.69% +25.03 +0.36% +34.17 +0.65% | | | | | 中证1000 | 深证100 | | ...

相关快讯 相关文章 A股午评：科创50指数涨超3% 芯片股集体大涨 2025-08-28 11:34 南方财经8月28日电，市场早盘震荡反弹，创业板领涨，科创50指数涨超3%。沪深两市半日成交额1.79 万亿，较上个交易日放量617亿。盘面上热点集中在算力和芯片方向，个股跌多涨少，全市场超4100只 个股下跌。从板块来看，CPO等算力硬件股再度大涨，天孚通信等多股续创历史新高。芯片股集体走 强，中芯国际涨超10%创历史新高。下跌方面，医药股集体调整，南新制药跌超10%。板块方面， CPO、半导体、铜箔、银行等板块涨幅居前，化学制药、智谱AI、农业、轨交设备等板块跌幅居前。截 至收盘，沪指涨0.07%，深成指涨0.56%，创业板指涨1.26%。 相关股票： 天孚通信中芯国际中芯国际南新制药 南方财经8月28日电，市场早盘震荡反弹，创业板领涨，科创50指数涨超3%。沪深两市半日成交额1.79 万亿，较上个交易日放量617亿。盘面上热点集中在算力和芯片方向，个股跌多涨少，全市场超4100只 个股下跌。从板块来看，CPO等算力硬件股再度大涨，天孚通信等多股续创历史新高。芯片股集体走 强，中芯国际涨超10%创历史新高。 ...

今日A股早盘震荡反弹，创业板领涨， 科创50指数涨超3%。 沪深两市半日成交额1.79万亿，较上个交易日放量617亿。盘面上热点集中在算力和芯 片方向，个股跌多涨少，全市场超4100只个股下跌。 板块方面， CPO、半导体、铜箔、银行等板块涨幅居前， 化学制药、智谱AI、农业、轨交设备等板块跌幅居前。截至收盘，沪指涨 0.07%，深成指涨0.56%，创业板指涨1.26%。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 从板块来看， CPO等算力硬件股再度大涨， 天孚通信等多股续创历史新高。芯片股集体走强，中芯国际涨超10%创历史新高。下跌方面，医药股集 体调整，南新制药跌超10%。 ...

Market Overview - The market experienced a rebound in early trading, with the ChiNext Index leading the gains, and the CSI A500 Index rising by 0.65% [1] - The CPO and other computing hardware stocks saw significant increases, while pharmaceutical stocks collectively adjusted downwards [1] ETF Performance - Several ETFs tracking the CSI A500 Index saw slight increases, with 15 ETFs having trading volumes exceeding 100 million yuan, and 3 exceeding 3.3 billion yuan [1] - The trading volumes for A500 ETFs were as follows: A500 ETF Fund at 5.034 billion yuan, A500 ETF Huatai-PB at 3.601 billion yuan, and A500 ETF Southern at 3.3 billion yuan [2] Market Sentiment - A brokerage firm indicated that the recent short-term adjustments are a process of returning from localized exuberance to rationality, following a three-year high in the ChiNext Index [1] - The heightened attention and enthusiasm for growth sectors have led to a temporary pullback, which is viewed as a healthy correction before the market potentially resumes an upward trend [1]

Market Overview - The market experienced a rebound in early trading on August 28, with the ChiNext leading the gains, and the STAR 50 index rising over 3% [1] - By midday, the Shanghai Composite Index increased by 0.07%, the Shenzhen Component Index rose by 0.56%, and the ChiNext Index was up by 1.26% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.79 trillion yuan, an increase of 61.7 billion yuan compared to the previous trading day [1][6] Index Performance - Shanghai Composite Index: 3803.08, up 0.07% [2] - Shenzhen Component Index: 12364.34, up 0.56% [2] - ChiNext Index: 2757.41, up 1.26% [2] - North Star 50 Index: 1529.75, down 1.33% [2] Sector Performance - Key sectors showing gains included computing power, semiconductors, copper foil, and banking [3] - Notable stocks included CPO and semiconductor stocks, with companies like Tianfu Communication reaching historical highs [2][3] - Semiconductor stocks collectively strengthened, with SMIC rising over 10% to set a new historical high [2] - In contrast, the pharmaceutical sector faced a collective adjustment, with Nanjing New Pharmaceutical dropping over 10% [2] Market Sentiment - The market sentiment indicated a significant number of stocks declining, with over 4100 stocks down [2][5] - The number of stocks that rose was 1214, while 4123 stocks fell, with 90 remaining unchanged [5] - The market showed a high opening rate of 52% and a profit rate of 57% [6]

Group 1 - The A-share market saw a significant rise, with the computing power sector leading the gains, particularly in chip stocks, with notable increases in individual stocks such as Tianfu Communication (20% limit up), Cambrian (over 8% rise), and SMIC (over 14% rise) [1] - The release of the "Artificial Intelligence +" action plan by the State Council is expected to catalyze the comprehensive application of AI, enhancing various sectors including consumption, industry, and livelihood, and promoting the large-scale adoption of AI technologies [1] - The media sector is actively engaging in AI applications, with expectations that policy implementation will accelerate demand expansion and ecosystem prosperity across industries such as entertainment, advertising, e-commerce, education, and healthcare [1] Group 2 - AI-driven PCB (Printed Circuit Board) industry is anticipated to boost the demand for PCB equipment upgrades, with characteristics such as a return to an upward cycle, product high-endization, and factory establishment in Southeast Asia [2] - The core processes in PCB production, including drilling, exposure, plating, and testing, are critical for determining circuit board interconnect density, signal integrity, and production yield, with AI driving the industry towards higher layers, finer wiring, and greater reliability [2] - The Southern Entrepreneurial AI ETF (159382) closely tracks the Entrepreneurial AI Index, which reflects the stock price changes of listed companies related to AI themes [2] Group 3 - The Southern Semiconductor ETF (159325) tracks the CSI Semiconductor Industry Selected Index, which includes 50 representative and investable companies in the semiconductor industry, reflecting the overall performance of the sector [3] - The top ten weighted stocks in the CSI Semiconductor Industry Selected Index include SMIC, Cambrian, and others, indicating a focus on companies with strong growth potential and high R&D investment [3]

8月28日早盘，港股市场低开回落。截至发稿时，恒生指数报25020点，下跌0.72%；恒生科技指数报5635点，下跌1.10%。 焦点个股方面，美团昨日公布财报二季度及半年业绩，公司第二季度净利润下滑89%。今日早间，美团股价低开9.72%，开盘后略有回升。但截至发稿前， 美团股价依旧下跌超8%。 每经记者｜曾子建 每经编辑｜肖芮冬 财报显示，美团今年第二季度实现营收918.4亿元人民币，同比增长11.7%；不过，第二季度经营利润下滑98%至2.3亿元，经营利润率从13.7%跌至0.2%；第 二季度调整后净利润14.9亿元人民币，相较于去年同期的136.06亿元同比下降89%，远低于预估98.5亿元人民币。 其他方面，科网股涨跌不一，网易涨近1%，阿里巴巴跌超3%、腾讯跌近1%；创新药概念部分上涨，晶泰控股涨超3%；博彩股普涨，汇彩控股涨超6%；黄 金股活跃，山东黄金涨超2%；芯片股部分高开，晶门半导体涨2%；佳鑫国际资源上市首日涨超130%。 跨境ETF方面，标普油气ETF、中韩半导体ETF、港股红利ETF涨超1%，日经ETF、恒生医疗ETF嘉实、港股央企红利ETF等小幅上涨。此外，港股消费 ETF、香港消 ...