Core Viewpoint - The market experienced a strong upward trend in early trading, with the ChiNext Index and the STAR Market 50 Index reaching three-year highs, despite a decrease in trading volume compared to the previous day [1]. Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached 1.51 trillion yuan, a decrease of 56.9 billion yuan from the previous trading day [1]. - The Shanghai Composite Index rose by 0.67%, the Shenzhen Component Index increased by 1.32%, and the ChiNext Index surged by 2.56% by the end of the trading session [6]. Sector Analysis - The market focus was primarily on the computing power and semiconductor sectors, with a significant number of stocks declining; over 3,200 stocks fell across the market [2]. - The computing power stocks experienced a broad rally, with companies like Yuntian Lifei hitting the daily limit up. Semiconductor stocks collectively surged, with Cambrian Technology reaching a new historical high [4]. - AI hardware stocks, such as CPO, also saw a rebound, with several stocks like Xinyisheng setting new historical highs [4]. - Sectors that performed well included semiconductors, CPO, computing power, and securities, while oil and gas, dairy, traditional Chinese medicine, and banking sectors faced declines [5].

Core Insights - The market experienced a strong upward trend in early trading, with the ChiNext Index and the STAR Market 50 Index reaching three-year highs [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.51 trillion, a decrease of 56.9 billion compared to the previous trading day [1] - By the market close, the Shanghai Composite Index rose by 0.67%, the Shenzhen Component Index increased by 1.32%, and the ChiNext Index surged by 2.56% [1] Sector Performance - The sectors that saw the most significant gains included semiconductors, CPO, computing power, and securities, while oil and gas, dairy, traditional Chinese medicine, and banking sectors experienced declines [2] - Computing power stocks saw a widespread surge, with companies like CloudWalk Technology hitting the daily limit [1] - Semiconductor stocks collectively rose, with Cambrian Technology reaching a new historical high [1] - AI hardware stocks, including New Yisheng, also rebounded, with several companies setting new historical highs [1]

Market Performance - The three major indices have returned above the midline, with the Shanghai Composite Index rising by 0.35%, the Shenzhen Component Index increasing by 0.45%, and the ChiNext Index up by 0.21% [1] - The total trading volume in the two markets reached 1.57 trillion [1] Sector Performance - Digital currency concept stocks saw a collective surge, with cross-border payment stocks rising by 3.31%, and over 10 stocks, including Sanwei Xinan, Zhongyou Capital, and Yuyin Co., hitting the daily limit [3] - Oil and gas stocks showed strong fluctuations, with Zhunyou Co. hitting the daily limit [3] - Storage chip concept stocks were active, with Zhaoyi Innovation hitting the daily limit [3] - Generator concept stocks experienced a decline, down by 2.36%, with Weichai Power dropping by 7.8% and KOTAI Power down by 7.119% [3] - AI hardware stocks, including liquid-cooled servers, collectively fell, with Feilong Co. hitting the daily limit [3] - Sectors such as geothermal energy, PCB, PEEK materials, and rare earth permanent magnets saw significant declines [3] Economic Indicators - The price of West Texas Intermediate crude oil for September delivery increased by $0.86 [3] - In July, Jiangsu Province achieved a total retail sales of social consumer goods amounting to 349.22 billion, reflecting a year-on-year growth of 0.6% [3] - Citigroup raised its target price for lithium carbonate in China from $7,000 per ton to $11,000 per ton for the next 0-3 months [3] - The State Council's ninth plenary session emphasized the need to continuously stimulate consumption potential and systematically remove restrictive measures in the consumption sector [3]

2020年，字节跳动启动"大力教育"品牌，并推出首款教育硬件"大力智能学习灯"。然而，除台灯产品外，其研发的多款教育硬件未能实现大规模市场推广。 2021年，公司以90亿元高价收购VR品牌PICO，大举投入VR内容生态，但近年来PICO团队与教育硬件业务线均经历了大幅收缩。 近日，有媒体报道称，字节跳动正在研发名为"豆包手机"的AI手机产品，由中兴通讯作为ODM厂商代工，并计划于今年年底或明年年初推出，初期主要用 于内部测试，暂不对外销售。然而，字节跳动方面迅速回应称"相关信息不实"，并强调豆包没有推出自有手机产品的计划。 这已是字节跳动在过去一年中至少第三次被传出欲涉足手机业务，而公司均予以明确否认。 字节跳动与手机业务的"绯闻"可谓频频出现。去年12月，市场曾传出其与手机厂商努比亚合作开发AI手机，定价瞄准5000-7000元区间，计划2025年三季度 推出，但遭字节跳动否认。 今年2月，又有传闻称荣耀前CEO赵明将加盟字节跳动负责手机业务，该公司同样回应"信息不实"。至6月，关于字节跳动重启此前收购的锤子科技团队以研 发AI手机的消息再次浮现，字节跳动的回应始终如一：聚焦软件方案探索，否认硬件计划。 字 ...

Market Overview - The market experienced fluctuations with the Shanghai Composite Index slightly rising and the ChiNext Index rebounding after hitting a low [2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.57 trillion yuan by midday [2] Index Performance - By the close of the morning session, the Shanghai Composite Index increased by 0.35%, the Shenzhen Component Index rose by 0.45%, and the ChiNext Index gained 0.21% [2] Sector Highlights - Digital currency stocks saw a collective surge, with multiple stocks, including Yuyin Co., hitting the daily limit [2] - Oil and gas stocks showed strong performance, with Zhun Oil Co. also reaching the daily limit [2] - Storage chip concept stocks were partially active, with Zhaoyi Innovation hitting the daily limit [2] Declining Sectors - AI hardware stocks, particularly liquid cooling servers, experienced significant declines, with Feilong Co. hitting the daily limit down [2] - The sectors with the highest gains included digital currency, oil and gas, software development, and beauty care, while the sectors with the largest declines included liquid cooling servers, PCB, PEEK materials, and rare earth permanent magnets [2]

8月21日，AI硬件表现分化，芯片股再度走强，光模块CPO、消费电子、人形机器人等概念领跌， 热门ETF中，"同类规模最大"5G通信ETF（515050）早盘冲高回落后一度跌超1%，随后快速拉升一度平 盘，在一众通信标的中表现居前。截至10:22，该ETF跌0.19%，持仓股兆易创新、中兴通讯逆市涨超 7%。 资金布局AI高景气算力热情较高，近两个交易日，5G通信ETF（515050）吸金超1亿元，最新规模 超70亿元。国信证券表示，全球AI算力需求加速扩张。从算力端看，全球AI算力扩张方兴未艾。2025 年四大科技巨头（亚马逊、谷歌、微软、Meta）的AI相关资本开支合计超过3500亿美金，并指引在 2026年仍将维持较高的AI资本开支强度。 资料显示，5G通信ETF（515050）深度布局AI算力硬件、6G产业链龙头个股，最新规模70亿元。 其中，光模块CPO概念股权重占比为31%，PCB电路板概念股权重占比为15.95%。前十大权重股为：中 际旭创、新易盛、立讯精密、工业富联、中兴通讯、兆易创新、沪电股份、东山精密、歌尔股份、生益 科技。相关ETF全称：华夏中证5G通信主题ETF（515050），场外联 ...

8月21日，A股早盘窄幅震荡，截至午间收盘，三大指数小幅上涨，沪指再创十年新高，沪指涨0.35%， 深成指涨0.45%，创业板涨0.21%，科创50指数涨近1%。 数字货币、跨境支付等稳定币概念股走强，四方精创盘中创新高，京北方、中油资本、天融信、御银股 份等多股涨停。 点评：中信证券研报称，时间线上看，香港金管局鼓励意向申请人于8月31日前联系监管，成熟申请人 申请时限为9月30日，首批牌照张数仅个位数，预计有望于年底前落地。建议继续关注可能获取首批稀 缺牌照的发行人，及确定性参与稳定币使用场景创设的场景平台两条主线。 2、油气板块拉升 油气板块震荡拉升，准油股份涨停，贝肯能源、通源石油、首华燃气、潜能恒信、山东墨龙、中曼石油 等跟涨。 值得关注的是，市场近两日盘中波动剧烈。中金公司指出，A股目前整体估值水平横向和纵向对比来看 仍处于合理区间。但当前时点也需关注交易量快速提升可能带来的短期波动加大。8月18日市场交易额 已经超过2.8万亿元，以自由流通市值计算的换手率已超过5%，历史经验显示这个时期指数短期波动可 能有所加大，但一般并不影响中期市场走势。 盘面上，数字货币、跨境支付等稳定币概念爆发，中油资本 ...

截至上午收盘，场内39只跟踪中证A500指数的ETF小幅上涨。其中，有15只中证A500相关ETF成交额超1亿元，3只超32亿元。A500ETF基金、A500ETF华泰 柏瑞、A500ETF南方早盘成交额分别为41.33亿元、35.95亿元、32.81亿元。 | 代码 名称 | 现价 | 涨跌幅 IOPV 溢折率 | 换手率 成交金额 | | | --- | --- | --- | --- | --- | | 512050 A500ETF基金 | 1.069 | 0.28% 1.0689 0.01% 26.82% | | 41.334 | | 563360 A500ETF华泰柏瑞 | 1.136 | 0.44% 1.1358 0.02% 17.56% | | 35.951 | | 159352 A500ETF南方 | 1.118 | 0.45% 1.1181 -0.01% 18.40% | | 32.811 | | 159351 A500ETF嘉实 | 1.090 | 0.28% 1.0909 -0.08% 19.31% | | 24.391 | | 159338 中证A500ETF | 1.075 | 0. ...

【午评：沪指半日涨0.35% 数字货币概念股集体大涨】智通财经8月21日电，市场早盘震荡分化，沪指 小幅上涨，创业板指探底回升。沪深两市半日成交额1.57万亿，较上个交易日放量591亿。盘面上热点 较为杂乱，个股上涨和下跌家数基本相当。从板块来看，数字货币概念股集体大涨，御银股份等多股涨 停。油气股震荡走强，准油股份涨停。存储芯片概念股局部活跃，兆易创新涨停。下跌方面，液冷服务 器等AI硬件股集体大跌，飞龙股份跌停。板块方面，数字货币、油气、软件开发、美容护理等板块涨 幅居前，液冷服务器、PCB、PEEK材料、稀土永磁等板块跌幅居前。截至收盘，沪指涨0.35%，深成指 涨0.45%，创业板指涨0.21%。 转自：智通财经 ...

今日A股早盘震荡分化，创业板指探底回升， 沪指小幅上涨，再创年内新高 。 沪深两市半日成交额1.57万亿，较上个交易日放量591亿。 盘面上热 点较为杂乱，个股上涨和下跌家数基本相当。 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 板块方面，数字货币、油气、软件开发、美容护理等板块涨幅居前，液冷服务器、PCB、PEEK材料、稀土永磁等板块跌幅居前。截至收 盘，沪指涨0.35%，深成指涨0.45%，创业板指涨0.21%。 下载财联社APP获取更多资讯 从板块来看， 数字货币概念股集体大涨， 御银股份等多股涨停。油气股震荡走强，准油股份涨停。存储芯片概念股局部活跃，兆易创新涨 停。下跌方面，液冷服务器等AI硬件股集体大跌，飞龙股份跌停。 ...